Business Law and International Law & Practice
2017 Business Law Institute
LIVE | Thursday, February 16, 2017
Pinehurst Resort, Pinehurst
VIDEO REPLAY (at printing)
Cary Friday, June 30
CLE CREDIT: 3.75 Hours
UPDATES & REGISTRATION:
www.tinyurl.com/CLE588BLI
2017 Business Law
and International Law &
Practice Sections Joint
Annual Meeting
LIVE | Friday, February 17, 2017
Pinehurst Resort, Pinehurst
Planned by the NCBA Business
VIDEO REPLAY (at printing)
Law and International Law &
Cary Wednesday, April 5
Practice Sections
CLE CREDIT: 7.25 Hours
Includes 1.0 Hour Ethics/Professional Responsibility
and 1.0 Hour Substance Abuse/Mental Health
UPDATES & REGISTRATION: www.tinyurl.com/CLE589BLM
2017 Ethics Medley
OPTIONAL VIDEO REPLAY | Thursday, February 16, 2016
Pinehurst Resort, Pinehurst
CLE CREDIT: 3.0 Hours
Includes 2.0 Hours Ethics/Professional Responsibility and
1.0 Hour Substance Abuse/Mental Health
UPDATES & REGISTRATION: www.tinyurl.com/CLE646PIN
SUMMARY: Join top business lawyers and international law
practitioners at this annual event at Pinehurst Resort. With 16 sessions,
including four breakout sessions and an update from the Honorable
James L. Gale, Chief Business Court Judge, there is something for
everyone.
Topics on the agenda include:
• Practice-oriented programs
• Panels with experienced practitioners on crowdfunding and
international transactions
• February favorites—annual business law update and programs on
ethics in transactional matters and attorney wellness
www.ncbar.org/CLE
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Program Agendas
2017 Ethics Medley (Optional Video Replay)
Thursday, February 16, 2017, 8:00–11:30a
(3.0 Hours includes 2.0 Hours Ethics/Professional Responsibility and
1.0 Hour Substance Abuse/Mental Health)
8:00a
Registration and Continental Breakfast
8:30
Yes, There’s Help: Resources for Lawyers, Their Clients and a Personal
Story of Recovery† (from 36th Annual Estate Planning & Fiduciary Law Program,
July 2015)
Paula A. Kohut, Kohut PLLC, Wilmington
9:30
10:30
11:30
Social Media for Dummies…Who Happen to be Lawyers: How to Leverage
Social Media in Litigation* (from NCBA 2016 Annual Review, October 2016)
Ashley P. Holmes, Vandeventer Black LLP, Raleigh
Ethical Considerations in Use of Support Staff* (from The Basics of
Navigating a Workers’ Compensation Claim (2015 Basics of Workers’
Compensation), November 2015)
Amy Gallimore, Oxner + Permar LLC, Asheboro, Ponchita L. Heggie, Cranfill Sumner
& Hartzog LLP, Raleigh and W. Mark Peck, Robinson & Lawing LLP, Winston-Salem
Adjourn
* Indicates portion providing Ethics/Professional Responsibility credit
†
Indicates portion providing Substance Abuse/Mental Health credit
2017 Business Law Institute
Thursday, February 16, 2017, 12:30–5:00p
(3.75 Hours)
12:30p Registration
12:55
Welcome and Introductions
1:00
Negotiation Skills and Strategy for Commercial Contracts
Moderator: David S. Robinson | Panelist: Samuel W. “Sam” Whitt
1:45
A Collaborative Solution for Resolving Business Disputes
John L. Sarratt
2:30
Creating and Preserving Valuable Rights in Products, Brands and
Proprietary Content: The Critical Role of the Business Attorney
Robert A. Monath
3:15
Break
3:30
Best Practices in M&A Due Diligence
Jason L. Martinez and Justin G. Truesdale
4:15
Cybersecurity: Navigating a Data Breach
Charles F. Marshall
5:00
Adjourn/Networking Reception
2017 Business Law and International Law & Practice Sections
Joint Annual Meeting
Friday, February 17, 2017, 7:30a–5:05p
(7.25 Hours, includes 1.0 Hour Ethics/Professional Responsibility and
1.0 Hour Substance Abuse/Mental Health)
7:30a
Registration and Continental Breakfast (included at Live program only)
8:00
Welcome and Introductions
8:15
9:00
9:45
Annual Business Law Update
Thomas J. Molony
10:00
10:45
11:45
Top International Issues for Corporate Attorneys
Moderator: Eric H. Cottrell
Panelists: Kevin Chapman, Albert E. Guarnieri and P. Scott Manning
Business Law Section Annual Meeting
Anna S. Mills, The Van Winkle Law Firm, Charlotte, 2016-2017 Section Chair,
Presiding
International Law & Practice Section Annual Meeting
Mica N. Worthy, Cranfill Sumner & Hartzog, Charlotte, 2016-2017 Section Chair,
Presiding
Current Developments Involving the North Carolina Business Court
Judge James L. Gale
Break
Ethical Conflicts in Transactional Matters*
Thomas B. Mason and Amy E. Richardson
Networking Lunch (included at Live program only)
Sponsored by SunTrust Private Wealth Management & GenSpring Family Offices
12:45p #nccrowdfundingnow: Making Sense of Raising Capital for Private
Companies in North Carolina
Moderator: Benji T. Jones
Panelists: Leo John, Jon Spinney, James F. “Jim” Verdonik and Representative from
NC SOS Securities Division
1:30
 la Rècherche du Temps Perdu: The Art and Science of
Corporate Minutes
Edward C. Winslow
2:15
2:30
Transition Break
Breakout Session (Please choose one)
•
•
3:15
What is a Privacy Shield and Who is GPDR? 12 Things You Need to
Know About Upcoming Developments in EU Data Privacy Laws
Saad Gul and Michael E. Slipsky
Tax and Non-Tax Considerations in Family Business
Succession Planning
Christopher J. C. Jones
Transition Break
3:20
4:05
4:10
5:10
Breakout Session (Please choose one)
•
Labor & Employment Issues to Watch for in Business Transactions
Amie F. Carmack
•
The Defend Trade Secrets Act of 2016: Practical Considerations
for the Business Lawyer
Alice C. Richey
Transition Break
You’re Not the Lone Ranger: Dealing with Depression†
Larry B. Sitton
Closing Remarks/Adjourn
* Indicates portion providing Ethics/Professional Responsibility credit
†
Indicates portion providing Substance Abuse/Mental Health credit
Hotel Information
Contact hotel directly for reservations at the special NCBA room
rate. Rates are based on availability and may sell out.
Pinehurst Resort,
80 Carolina Vista Drive,Pinehurst
Rate: Modified American Plan (MAP)
$238 single occupancy
$162 double occupancy.
The MAP rate is per person, per night and includes
lodging, breakfast and dinner.
Reservations: 855.235.8507
Cutoff Date: January 23, 2017
FINE PRINT • REGISTRATION Registrations are limited by space, and may include a live video broadcast overflow
room. TRANSFERS Registrants may transfer from a Live program, Video Replay, Webcast, Webinar or Phone/
Audio Streaming Program without penalty within three business days after the program date. CANCELLATIONS
Cancellations must be received by 9:00 a.m. the third business day prior to the program to qualify for a refund
(less $75 administrative fee). Those not attending will receive the digital program materials in full consideration of
tuition paid. MCLE CREDIT The North Carolina Bar Association Foundation is an accredited CLE sponsor under
the MCLE Regulations promulgated by the NC State Bar Board of Continuing Legal Education. This program is
approved (but not sponsored) by the Board for the designated number of CLE hours. Each attorney must maintain
a record of his/her attendance for the NC State Bar annual report. MCLE credit is reported by NCBA Foundation
only if a NC State Bar number is provided. Your CLE tuition includes mandatory State Bar fees used to support the
State Bar’s Mandatory Continuing Legal Education program, the Chief Justice’s Commission on Professionalism
and the Chief Justice’s Equal Access to Justice Commission. Your tuition also includes digital access to all program
materials. DIGITAL PROGRAM MATERIALS You will receive a notification email when digital materials are
available to download. To retrieve digital materials, log in and select “Your Course Materials” on the CLE website.
All of the materials for this program will be available for download in advance of the program. VIDEO REPLAYS
To qualify for the Early Bird tuition, registration must be received one week prior to program date. NC State Bar
rules require a minimum number of preregistered active State Bar members. The NCBA Foundation reserves
the right to cancel any video program prior to the program date if registrations do not meet the NC State Bar
requirement. Some sites require additional registration or evaluation forms. Visit the “Updates and Registration”
link (on front page of this bulletin) to confirm video replay registration and program start times. CLE credit hours
at Video Replays are subject to change. Video replay program attendees may purchase the printed manuscript at
cost. Due to printing and shipping lead times we are unable to accommodate requests for print materials made
fewer than seven (7) days prior to any video replay program. INCLEMENT WEATHER We make every effort to
notify registrants when a program is canceled or delayed due to weather. If inclement weather is forecast, please
check your local news listings or contact event venue. NCBA programs will follow the work schedule of the hosting
institutions, to include delayed openings. CLE SCHOLARSHIPS A limited number of scholarships are available
to members in financial need. Contact Membership Services at 1.800.662.7407 or email [email protected].
EVENT SPONSOR AND EXHIBITOR OPPORTUNITIES Interested in meeting the attendees of this program?
Become an exhibitor or sponsor! Contact Jennifer Shapiro at [email protected] for detailed information
about these opportunities and their benefits. FOR MORE INFORMATION, VISIT WWW. NCBAR.ORG/CLE.
PROGRAM REGISTRATION: PLEASE COMPLETE BOTH SIDES
FOUR WAYS TO REGISTER
ONLINE* www.ncbar.org/CLE | PHONE* 800.228.3402 | FAX* 919.677.1774
MAIL** | Attn: Accounting, NCBA Foundation, P.O. Box 3688, Cary NC 27519
*Credit cards only. **Please make checks payable to the NCBA Foundation.
2017 Ethics Medley
#646PIN | February 16, 2017 | 8:00–11:30a
TUITION | OPTIONAL VIDEO REPLAY (VR) | Select tuiton rate below.
REGISTRANT TYPE
EARLY BIRD TUITION
REGULAR TUITION
NCBA Member
 $155 (VR)
 $205 (VR)
NCBA Paralegal Division Member
 $110 (VR)
 $160 (VR)
Non-member
 $205 (VR)
 $255 (VR)
Received one week prior to live
program date.
Received less than one week
prior to live program date.
 $110 (VR)
Full-time LANC Attorney (NCBA member)
These categories do not
qualify for Early Bird tuition.
1st Year Licensed in NC
 $99 (VR)
 3 tokens (VR)
CLE Passport Holder
SELECT ONE
 Judge (NCBA Member)
 Clerk of Court (NCBA Member)
 Law Professor (NCBA Member)
 $75 (VR)
These categories do not
qualify for Early Bird tuition
or include any MCLE fees.
 Law Student Division Member
 Paralegal Student Member
 $25 (VR)
2017 Business Law Institute
#588BLI | February 16, 2017 | 12:30–5:00p
TUITION | LIVE • VIDEO REPLAY (VR) | Select tuiton rate below.
REGISTRANT TYPE
EARLY BIRD TUITION
REGULAR TUITION
NCBA Business Law Section Member
$165
$215
NCBA Member
$185
$235
NCBA Paralegal Division Member
$125
$175
Non-member
$235
$285
Received one week prior to live
program date.
 Live  VR (see other side)
 Live  VR (see other side)
 Live  VR (see other side)
 Live  VR (see other side)
These categories do not
qualify for Early Bird tuition.
 Law Student Division Member
 Paralegal Student Member
 Live  VR (see other side)
 Live  VR (see other side)
$99
 Live  VR (see other side)
3 tokens
CLE Passport Holder
SELECT ONE
 Judge (NCBA Member)
 Clerk of Court (NCBA Member)
 Law Professor (NCBA Member)
 Live  VR (see other side)
 Live  VR (see other side)
(NCBA member)
(NCBA Member)
 Live  VR (see other side)
$125
Full-time LANC Attorney
1st Year Licensed in NC
Received less than one week prior
to live program date.
 Live  VR (see other side)
$75
These categories do not
qualify for Early Bird tuition
or include any MCLE fees.
 Live  VR (see other side)
$25
 Live  VR
(see other side)
2017 Business Law and International Law & Practice Sections
Joint Annual Meeting
#589BLM | February 17, 2017 | 7:30a–5:05p
TUITION | LIVE • VIDEO REPLAY (VR) |
Select format and tuiton rate below.
REGISTRANT TYPE
EARLY BIRD TUITION
REGULAR TUITION
NCBA Business Law or International Law &
Practice Section Member
$350
$420
NCBA Member
$370
$440
NCBA Paralegal Division Member
$230
$300
Non-member
$440
$510
Received one week prior to live
program date.
 Live  VR (see below)
 Live  VR (see below)
 Live  VR (see below)
 Live  VR (see below)
 Live  VR (see below)
 Live  VR (see below)
 Live  VR (see below)
 Live  VR (see below)
$230
Full-time LANC Attorney (NCBA member)
 Live  VR (see below)
$99
These categories do not
qualify for Early Bird tuition.
1st Year Licensed in NC
Received less than one week
prior to live program date.
 Live  VR (see below)
7 tokens
CLE Passport Holder
 Live  VR (see below)
SELECT ONE
 Judge (NCBA Member)
 Clerk of Court (NCBA Member)
 Law Professor (NCBA Member)
$75
 Live  VR (see below)
These categories do not
qualify for Early Bird tuition
or include any MCLE fees.
$25
 Law Student Division Member
 Paralegal Student Member
 Live  VR (see below)
VIDEO REPLAY LOCATIONS
2017 Business Law Institute
For details and an updated list, see www.tinyurl.com/CLE588BLI
 Cary | #588BAR
 Other (if applicable, from website): City:
| Code: #588
2017 Business Law and International Law & Practice Sections Joint Annual Meeting
For details and an updated list, see www.tinyurl.com/CLE589BLM
 Cary | #589BAR
 Other (if applicable, from website): City:
REGISTRANT INFORMATION |
| Code: #589
Please fill in the blanks.
Print Full Name: Firm/Organization Name: Address: City, State and ZIP: Daytime Phone Number: Email Address: NC State Bar No. (Required for MCLE Credit): PAYMENT |
Registration is processed only after payment is received. Please print clearly.
Enclosed payment is the registration fee for the following program(s):
 2017 Ethics Medley—Optional Video Replay (#646PIN)
 2017 Business Law Institute (#588BLI)
 2017 Business Law and International Law & Practice Sections Joint Annual Meeting (#589BLM)
 Enclosed is a check, payable to the NCBA Foundation.  Please charge my credit card.
Card Number: Total Amount: Expiration Date: Signature: Program Information
2017 Business Law Institute
Planners
•
•
Ryan W. Coffield, The Van Winkle Law Firm, Asheville
Gene A. Jones Jr., Morningstar Law Group, Morrisville
Speakers
•
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Charles F. Marshall, Brooks Pierce McLendon Humphrey & Leonard LLP, Raleigh
Jason L. Martinez, Smith Anderson Blount Dorsett Mitchell & Jernigan LLP, Raleigh
Robert A. Monath, Raleigh
David S. Robinson, Nexsen Pruet LLC, Raleigh
John L. Sarratt, Harris Sarratt & Hodges LLP, Raleigh
Justin G. Truesdale, Smith Anderson Blount Dorsett Mitchell & Jernigan LLP, Raleigh
Samuel W. “Sam” Whitt, Nexsen Pruet PLLC, Raleigh
2017 North Carolina Business Law and International Law &
Practice Sections Joint Annual Meeting
Planners
•
•
Ryan W. Coffield, The Van Winkle Law Firm, Asheville
Gene A. Jones Jr., Morningstar Law Group, Morrisville
Speakers
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Judge James L. Gale, North Carolina Superior Court, Greensboro
Amie F. Carmack, Morningstar Law Group, Raleigh
Kevin Chapman, Colfax Corporation, Monroe
Eric H. Cottrell, Parker Poe Adams & Bernstein LLP, Charlotte
Albert E. Guarnieri, Parker Poe Adams & Bernstein LLP, Charlotte
Saad Gul, Poyner Spruill LLP, Raleigh
Leo John, North Carolina Secretary of State Securities Division, Raleigh
Benji T. Jones, Smith Anderson Blount Dorsett Mitchell & Jernigan LLP, Raleigh
Christopher J. C. Jones, Moore & Van Allen PLLC, Charlotte
P. Scott Manning, Parker Poe Adams & Bernstein LLP, Charlotte
Thomas B. Mason, Harris Wiltshire & Grannis LLP, Washington, DC
Thomas J. Molony, Elon University School of Law, Greensboro
Amy E. Richardson, Harris Wiltshire & Grannis LLP, Raleigh
Alice C. Richey, Alexander Ricks PLLC, Charlotte
Larry B. Sitton, Smith Moore Leatherwood LLP, Charlotte & Greensboro
Michael E. Slipsky, Poyner Spruill LLP, Raleigh
Jon Spinney, Malartu Funds, Raleigh
James F. “Jim” Verdonik, Ward and Smith PA, Raleigh
Edward C. Winslow, Brooks Pierce McLendon Humphrey & Leonard LLP, Greensboro
Sponsors (at time of printing)
PLATINUM SPONSOR: SunTrust Private Wealth Management & GenSpring Family Offices
SILVER SPONSORS:
• Davis Forensic Group
• Dixon Hughes
• Wells Fargo
for one of our award-winning
CLE programs.
BECOME A CLE EVENT SPONSOR
Contact Jennifer Shapiro, Sponsorship Develoment Coordinator, at
919.677.0561 or [email protected] for compete information.
P.O. Box 3688
Cary, NC 27519-3688
Nonprofit Org.
US Postage
PAID
Raleigh, NC
Permit #297
Includes 2.0 Hours Ethics/Professional Responsibility and
1.0 Hour Substance Abuse/Mental Health
OPTIONAL VIDEO REPLAY | Thursday, February 16, 2017
Pinehurst Resort, Pinehurst
CLE CREDIT: 3.0 Hours
2017 Ethics Medley
Includes 1.0 Hour Ethics/Professional Responsibility
and 1.0 Hour Substance Abuse/Mental Health
LIVE | Friday, February 17, 2017
Pinehurst Resort, Pinehurst
CLE CREDIT: 7.25 Hours
2017 Business Law and
International Law & Practice
Sections Joint Annual Meeting
LIVE | Thursday, February 16, 2017
Pinehurst Resort, Pinehurst
CLE CREDIT: 3.75 Hours
2017 Business Law Institute
Business Law and International Law & Practice