
CLE Day January 2024:
Scale LLP In-House Bootcamp
Friday, January 19, 2024
10:00 AM to 2:00 PM PST
1:00 PM to 5:00 PM EST
Join Scale LLP for our annual "In-House Bootcamp" CLE Day, January 19, 2024!
Earn CLE credit while learning from the pros on how to be an effective and successful in-house lawyer.
Speakers will share practical tips and hard-won lessons to help you rise to the challenge and succeed in-house. We’ll answer all your questions on navigating the role, such as:
- What is the best way to set up my legal operations workflows?
- Is there a framework to assess risk in contracts, deals and IP? How can I best protect the business?
- What are my ethical responsibilities in litigation and investigations, and how do I reconcile those with the reality of the in-house business role?
- How do I navigate the organization, secure resources and build goodwill?
- What lessons can I learn from GCs who have guided public and private companies through the ups and downs of the business cycle?
David Reidy
Managing Partner
Scale LLP
Heather Cantua
Deputy Managing Partner - Strategic Initiatives
Scale LLP
Brian Scherer
Counsel
Scale LLP
Brian Detwiler
Counsel
Scale LLP
Amy Duvanich
Counsel
Scale LLP
Jason Altieri
Partner
Scale LLP
Paula Kirlin
Partner
Scale LLP
Jamie Wells
Partner
Scale LLP
Shailika Kotiya
Counsel
Scale LLP
James Creedon
Deputy Managing Partner, Impact Initiatives
Scale LLP
Brian Elliott
Partner, Practice Group Leader
Scale LLP
Henry Ciocca
Partner
Scale LLP
Schedule
10:00 am - 10:30 am PST
Building Your Workflows: Legal Operations
Learn how to organize your work without traditional attorney reporting structures. We will cover various tools, such as Confluence, Slack, and JIRA ticketing, effectively outsourcing routine tasks to contract attorneys, and tips for working in different platforms while still maintaining privilege, prioritization – and your sanity.
Presenters: Heather Cantua and Brian Scherer
10:30 am - 11:15 am PST
Issue Spotting: Corporate Contracts and IP
Explore the shift in mindset that in-house attorneys must make to succeed in a business role. We’ll review contracts, transactions, business strategy, and key considerations. We will discuss how to identify and protect your company's intellectual property, monetize it, and stay out of trouble!
Presenters: Amy Duvanich and Brian Detwiler
11:15 am - 12:00 pm PST
Ethical Considerations in Litigation and Government Investigations
Every mature business will face litigation or government action at some point. We will cover the ethical and practice responsibilities of an in-house attorney to assess risk, represent the business, and comply with the Rules of Professional Conduct in the context of what are often difficult business realities.
Presenters: Jamie Wells, Shailika Kotiya and Emil Ali
12:00pm - 12:30pm PST
Break
12:30 pm - 1:00 pm PST
Being a GC in Uncertain Times
Successful GCs must navigate through the ups and downs of the business cycle. Experienced panelists discuss areas to help you weather current economic storms, including the process for vetting deals, quickly getting to yes or no, handling deal fever, the substantially different experience of the GC of a cap rich versus a cap poor organization, handling the winddown of a company / zone of insolvency and managing constituencies, and Board liability for wages.
Presenters: Jason Alteri and Paula Kirlin
1:00 pm - 1:30 pm PST
Privacy & AI
Understand the fundamentals of privacy and AI with an overview of how AI functions, how these mechanisms play out in practice, and a discussion of key concepts including Machine Learning, Predictive vs. Generative AI, LLMs, GPTs, and ChatGPT, Training, Prompts, and Bias, Weak vs. Strong AI (AGI), and privacy implications for your business.
Presenters: James Creedon, Henry Ciocca and Brian Elliott
1:30 pm - 2:00 pm PST
Learning the Ropes from In-house Veteran:
Jason Altieri
Jason has over a decade of experience as a public company GC and in-house veteran, working for companies ranging from privately held to publicly traded, touching everything from lending, insurance, to financial wellness. He steered LendingClub, the largest marketplace lender, through an IPO. He has served as Advisor to some of the most well-known Fintech companies such as LendUp, Metromile, and Betterment. In this presentation, he will condense this experience into actionable advice for experienced GCs and new in-house attorneys alike.
Presenterers: David Reidy and
Jason Altieri
About Scale LLP
Silicon Valley Roots. National Reach.
Scale LLP is a law firm built by founders and GCs to serve high growth companies. We’re also not just attorneys, but entrepreneurs. Our team of industry experts is re-engineering a better law firm experience for both clients and attorneys.
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