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.

Scale is a full service national firm built by entrepreneurs and former Silicon Valley GCs with a shared passion for building businesses. Because so many of our attorneys have been clients and founders, as well as practicing lawyers, our CLE Day is different. We don't just give you updates on legal developments, we present our content in a way that is relevant to in-house practitioners. Whether you are a new in-house attorney or a veteran GC, join us as we cover a range of practical topics with actionable insights, including legal ops, issue spotting, deals, raising money, ethical considerations for in-house lawyers, brand and IP protection, AI, privacy and more.

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?
Approved Credit Hours: Texas, New Jersey, Florida, Illinois, Washington, Virginia, California, Colorado, New York (Out of State Course)



David Reidy
Managing Partner
Scale LLP


Heather Cantua
Deputy Managing Partner - Strategic Initiatives
Scale LLP


Brian Scherer
Scale LLP


Brian Detwiler
Scale LLP


Amy Duvanich
Scale LLP


Jason Altieri
Scale LLP


Paula Kirlin
Scale LLP


Jamie Wells
Scale LLP


Shailika Kotiya
Scale LLP


James Creedon
Deputy Managing Partner, Impact Initiatives
Scale LLP


Brian Elliott
Partner, Practice Group Leader
Scale LLP


Henry Ciocca
Scale LLP


Emil J. Ali
McCabe & Ali LLP


Becca Fox
Chief Legal Officer
Curo Financial Technologies Corp


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


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  

Please email with any questions.

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.