Session One: The Role of In-house Counsel

This session examines organizational fundamentals and the expectations of today’s in-house counsel. Faculty will discuss how the business units, executive suite, and legal department work in tandem to achieve the organization’s goals. As a topic that is too often overlooked, there will be a focus on understanding the revenue generation activities of your organization. From there, faculty will take a deep dive into the corporate legal department, including a discussion of generalist versus specialist roles and an analysis of reporting lines: direct versus indirect, centralized versus decentralized, and operational versus geographic.

Learning outcomes — delegates will learn how to:

• Create organizational charts and map multiple reporting lines
• Navigate the corporate structure through increased emotional intelligence, leadership, and people
• management skills
• Encourage business partners to seek the advice of in-house counsel

Session Two: Managing an Indispensable Law Department, course materials:

Building on earlier instruction, this session offers practical tips for communicating effectively with the
executive suite and board of directors. There will be an in-depth discussion of the strategic planning
process, including how to align the law department’s goals with the greater organization. The discussion will cover related budgetary considerations, performance management, and the use of technology-driven solutions. Finally, faculty will introduce recurring issues around international attorney-client privilege.

Learning outcomes — delegates will learn how to:

• Develop a blueprint for running a law department based on global best practices
• Implement short- and long-term strategic plans
• Approach attorney-client privilege, whether in a common law or civil code jurisdiction

Session Three: Case Study- Measuring and demonstrating the value of the legal
department

This session will provide examples of how to measure and demonstrate the value of the legal department.

Session Four: Team Project- Creating Effective Reporting Lines and Training the
Board of Directors

During this interactive project, delegates will break into teams to work on a hypothetical situation involving a new general counsel. Delegates will address how the general counsel should educate the board of directors on their duties and responsibilities when a major violation of law occurs. This project requires delegates to examine reporting lines and determine when to update the board on developments.

Session Five: Team Presentation- Telling the Board of Directors What to Do

Teams will deliver a mock presentation to the board of directors. Each presentation will be 10 minutes long. Following the presentation, faculty will provide evaluation and feedback. Each presentation will be graded.

Session One: Managing Stakeholder Expectations

This session addresses what it means for in-house counsel to have the corporation as the client. Faculty will return to attorney-client privilege, discussing how to manage expectations when a stakeholder — whether board member, officer, or field-based employee — views in-house counsel as their personal representative. Through this discussion, effective communication skills will be emphasized again as characteristic that distinguishes excellent in-house counsel. The second half of the session will revisit the topic of demonstrating law department value.

Learning outcomes — delegates will learn how to:

• Use training and client surveys to continuously improve performance
• Identify relevant stakeholders and their fiduciary duties within and outside the corporation
• Approach difficult conversations about who is the client

Session Two: International Negotiations

This session highlights the unique challenges of international negotiations, particularly where the
negotiating parties might bring different cultural experiences and expectations. There will be practical strategies for interpreting signals during the negotiation, coping with cultural differences, and successfully managing the process to seal the deal.

Learning outcomes — delegates will learn how to:

• Acknowledge and respond effectively to the cultural norms of their counterparts at the negotiating table
• Analyze general principals of contract management
• Increase emotional intelligence through developing active listening and empathy

Session Three: Case Study - Contract Management and Services

This session will outline effective contract management strategies for global law departments.

Session Four: Team Project- Closing the Deal

During this interactive project, delegates will break into teams to negotiate opposite sides of a deal. The project involves implementing negotiation strategies, using emotional intelligence, and taking into account cultural considerations.

Session Five: Team Presentations- Explaining the Deal

Teams will deliver a mock presentation to their executive team about the outcome of their negotiations and the impact on the company. Each presentation will be 10 minutes long. Following the presentation, faculty will provide evaluation and feedback. Each presentation will be graded.

Session One: Compliance, Ethics, and Legal Risk Management

This session explores what an effective compliance and risk management program comprises, and how to build and maintain one. There will be special attention to global compliance programs based on a legal risk assessment as the foundation, this session will address the seven steps for an effective compliance program.

Learning outcomes — delegates will learn how to:

• Collaborate with other departments (e.g., sales, human resources) to proactively address risk and compliance
• Respond to regulators’ requests and calibrate information disclosure
• Develop synergy between the ethics and compliance components of a program

Session Two: Crisis Management and Crisis Audits

This session presents the information that every in-house counsel needs to know about crisis
management — from crisis audits and other pre-incident planning tools to crisis response and managing the effects of a crisis on the corporate brand. It will emphasize the value-added contribution of in-house counsel in a crisis-situation.

Learning outcomes — delegates will learn how to:

• Conduct a crisis audit assessing the types of risk the organization might face and their likelihood of occurring
• Develop tools for explaining crisis strategy to the executive suite and board of directors
• Use mock incidents and other exercises to train staff on crisis response

Session Three: Case Study-Building Credibility

This interactive session focuses on the softer skills required to build trust and credibility with key
stakeholders. It will focus on the “dos and don’ts”, whether you are actually integrated with the business, how lawyers are perceived and how to get the business to come to you and give you visibility.

Session Four: Team Project- In-house Counsel’s Role in Compliance and Crisis Management

During this interactive project, delegates will break into teams to work on a hypothetical situation involving a new general counsel. Delegates will create a compliance program and a crisis management program for a company, and then apply those programs to a crisis.

Session Five: Team Presentation: Presenting the Compliance and Crisis Management Plan to Leadership

Teams will present their compliance and crisis management programs. Each presentation will be 10
minutes long. Following the presentation, faculty will provide evaluation and feedback. Each presentation will be graded.

Session One: Creating Internal Investigation and Reporting Protocols

This session outlines best practices for internal investigations. It will begin with a discussion of who might lead a given investigation, between outside counsel, in-house counsel, and other corporate departments (e.g., compliance, human resources). Next, faculty will address the steps to conducting an internal investigation, including obligations to notify and update the appropriate stakeholders. As an underlying consideration, this session will address the possibility of investigation-related materials being subject to discovery in future litigation.

Learning outcomes — delegates will learn how to:

• To create internal investigation protocols
• Guard against the most common mistakes organizations make when investigating allegations of wrongdoing
• Formulate investigation protocols that account for the risk of subsequent discovery
• Approach issues related to cross-border investigations, including issues around data protection, and cultural and language differences

Session Two: Managing Outside Counsel and Legal Service Providers

This session offers a customizable blueprint for selecting the outside counsel and/or legal service
providers that best suit your organizational needs. Specific topics that will be covered include recognizing when it is time to outsource work, determining the scope of the project, and setting a budget that sticks. There will also be a discussion of using team-building skills to improve your relationships with outside counsel and/or legal service providers.

Learning outcomes — delegates will learn how to:

• Evaluate the legal and ethical implications of outsourcing work
• Draft a request for proposals, including defining the project to avoid scope creep
• Develop outside counsel management guidelines Monitor progress and conduct after-action reviews to drive strong performance.

Session Three: Corporate Governance

This presentation addresses in-house counsel’s role in effective corporate governance practices.

Exam Review

Certification Exam
On-line exam will be administered on-site. Delegates requested to bring laptops.