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Maintaining the Perfect Partnership: Tips to Strengthen Your Partnership with Your Clients
Program




 

 Tuesday, March 4

 
8:00 am–5:00 pm
Registration and Information Desk Open
8:00 am–9:00 am 
Networking Breakfast
9:00 am–9:30 am
Welcome

INTA CEO Etienne Sanz de Acedo, International Trademark Association (United States)

2014 INTA President Mei-lan E.W. Stark, Fox Entertainment Group (United States)

Program Co-Chairs
Tish Berard, Hearts On Fire Company LLC (United States)
Abigail Rubinstein, Weiss & Arons LLP (United States)
9:35 am–10:55 am

SESSION I

Do’s and Don’ts of Client Satisfaction: What to Do (And What Not to Do) to Become and Stay Outside Counsel


In-house practitioners will have a frank discussion about the do’s and don’ts for outside counsel and what clients look for in retaining and maintaining the partnership. Panelists will provide insight into how they select their outside counsel and what they expect from them once they have been hired. Learn what outside counsel can do (and what they should avoid doing) in order to build, enhance and solidify the perfect partnership with in-house counsel.

Moderator:
Laura Ganoza, Foley & Lardner LLP (United States)

Speakers:
Tish Berard, Hearts On Fire Company LLC (United States)
Dianne K. Cahill, American Express (United States) 
Susan L. Crane, Wyndham Worldwide Corporation (United States)

11:00am–11:10 am
Networking Break
11:15 am–12:15 pm

SESSION II

Best Practices and the Secret to Effective Communication for In-House and Outside Counsel

In today’s competitive global economy, in-house counsel are under constant pressure to deliver increased value while reducing costs. And outside counsel are under constant pressure to deliver increased value while maintaining revenue and profitability. So how can each party work together to create a successful and long-lasting relationship while achieving the results it needs?

In-house counsel and their real-life outside counsel will have an interactive discussion about their relationship and what each side brings to the table. Is it just about the lowest fees? Or the quickest response time? Or are there more compelling considerations? What does in-house counsel want from outside counsel? And what does outside counsel need from in-house counsel? Speakers will expose the issues facing each side and share insights and tips on making the relationship a true partnership.

Moderator:
Cathy Lueders, MasterCard International Incorporated (United States)

Speakers:
Bryce Coughlin, Fox Entertainment Group (United States)
Curtis Krechevsky, Cantor Colburn LLP (United States)
Carrie Webb Olson, Day Pitney LLP (United States)

12:30 pm–1:30 pm
Networking Lunch
1:45 pm–2:45 pm 

SESSION III

Fees & Budgets: Can Clients and Outside Counsel Agree?

No one ever likes to discuss money, which makes establishing expectations and maintaining communication over fees especially challenging. This interactive panel will demonstrate how to discuss the tricky and sensitive topic of budgets and fees. Speakers will also share some best practices for budgeting 101, including:

  • Understating your client's legal budget.
  • What to include on invoices.
  • How to handle going over your client's budget.
  • How to avoid pitfalls and make sure you get paid.

Moderator:
Abigail Rubinstein, Weiss & Arons LLP (United States)

Speakers:
Karen Fong, Rouse (United Kingdom)
Max Harrison Millican, Dell Inc. (United States)
Christopher Turk, The H.D. Lee Company, Inc. (United States)

2:45 pm–3:00 pm 
Coffee Break
3:00 pm–4:15 pm 

SESSION IV

Where in the World Is Your Client? Special Considerations for International Partnerships

In-house speakers with cross-jurisdictional client relationships will share their special considerations when dealing with international partnerships. Panelists will discuss:

  • What are the differences in international business relationships that may arise?
  • Is there a difference if the client is a corporation or a law firm?
  • How can you be aware of and address differences before they become problems?
  • Are there legal or ethical ramifications in cross-jurisdictional relationships—Foreign Corrupt Practices Act of 1977 (FCPA).
  • What to do if there are concerns about potential violations of either U.S. or foreign laws.
  • General best practices when maintaining partnerships with international clients.

Moderator:
Dale Cendali, Kirkland & Ellis LLP (United States)

Speakers:
Melanie Bradley, Colgate (United States)
Dolores DiBella, National Football League (United States)
Matthew A. Pater, Pfizer Inc. (United States)

4:30 pm–5:30 pm 

SESSION V

Creative and Effective Marketing Strategies to Strengthen the In-House/Outside Counsel Relationship

As corporate budgets require in-house counsel to manage a broader range of matters, in-house counsel are increasingly looking for outside counsel who have resources to match. At the same time, outside counsel often are under pressure to deepen their relationships with clients by cross-marketing other practice areas.
Marketing trends have been moving toward innovation and personalization for years now, and mass email blasts and generic newsletters tend to feel impersonal, untailored and downright boring. This panel will explore innovative strategies to create relevant and eye-catching content to attract the attention of in-house counsel and avoid the dreaded spam box.

Moderator:
Bryce Coughlin, Fox Entertainment Group (United States)

Speakers:
Alexandra DeNeve, Major League Baseball Properties, Inc. (United States)
Brian L. Heidelberger, Winston & Strawn LLP (United States)
Amanda Neville, Three Furies (United States)

6:00 pm–8:00 pm 
Pre-Annual Meeting and Networking Reception
 

 Wednesday, March 5

 
8:00 am–12:00 pm 
Registration and Information Desk Open
8:00 am–9:00 am 
Networking Breakfast
9:00 am–9:10 am

Welcome by Program Co-Chairs

Tish Berard, Hearts On Fire Company LLC (United States)
Abigail Rubinstein, Weiss & Arons LLP (United States)
9:15 am–10:45 am

SESSION VI

Ethics—To Tell or Not to Tell

Speakers will offer practical advice regarding disclosures when discussing conflicts with clients, as well as advice from in-house counsel as to what they think is important and want to hear from their outside counsel. The panel will discuss:

  • Understanding conflicts.
    • What constitutes a conflict?
    • Parent, subsidiary, affiliate work and conflicts in trademark search report.
    • International affiliates—is there a conflict?
  • Engagement letters and conflict waivers.
  • Disclosures—what can be disclosed when, and how?
  • What if your client is not located in the United States—what ethical rules apply?

Moderator:
Jeanne Hamburg, Norris, McLaughlin & Marcus, P.A. (United States)

Speakers:
Sara B. Blotner, Citigroup Inc. (United States)
Colm J. Dobbyn, MasterCard International Incorporated (United States)
Oliver Herzfeld, Beanstalk (United States)

10:45 am–11:15 am
Coffee Break
11:20 am–12:20 pm

SESSION VII

Global External Radar and Industry Knowledge: How Well Do You Know Your Client’s Business? 

This session will look closely at how to use a global external radar and industry knowledge, including news, industry reports and different social media platforms to strengthen and broaden the client/counsel relationship. Speakers will discuss the following:

  • What can external radar and industry knowledge do for the client relationship?
  • Understanding your client’s needs better through Social Media.
    • Make use of existing networking sites to better understand and anticipate client needs.
    • Understanding which platforms to use to deepen your knowledge of your client’s business and broaden your client relationships.
  • Sharing your connections with clients and vice versa.

Moderator:
Dana Gilland (United States)

Speakers:
Karen A. Butcher, Morgan, Lewis & Bockius LLP (United States)
Jeremy Feigelson, Debevoise & Plimpton LLP (United States)
Cynthia Rowden, Bereskin & Parr LLP (Canada)

12:20 pm
Closing Remarks and Thank You