Annual Ethics Strike Back Lunch & CLE:
Navigating the Peaks of In-House Legal Ethics
Tuesday, May 20, 2025 | 11:30 am - 1:30 pm
One (1) Ethics CLE Credit pending!
Navigating the Peaks of In-House Legal Ethics
In-house counsel continue to face ethical challenges which are intensified by the current unpredictable and turbulent business landscape. Join us for an engaging discussion focused on ethical responsibilities and obligations for in-house counsel. Navigating the Peaks of In-House Legal Ethics will include an examination of relevant ABA model ethics rules and other ABA guidance. The panel will then consider realistic scenarios including AI, privilege, “legal versus business advice”, confidentiality, and communications with opposing parties that in-house counsel face and how ethical rules impact those circumstances.
After attending the session, attendees will have a better understanding of the following:
~The tension between legal and business advice and protecting privilege when considering Model Rules 1.13 and 2.1
~Model Rule 1.1 competence requirements and generative AI
~Communication concerns with other parties under Model Rule 4.2
Bring your appetite and join CSC and ACC Colorado for this informative and hearty annual luncheon!
PANELISTS
Helena Ledic, Associate General Counsel, CSC Global
Helena Ledic is an Associate General Counsel with CSC, based in Chicago. Helena is a corporate attorney advising senior management, multi-national corporations and law firms on business, legal, strategy and technology matters. Helena is the immediate past chair of the Association of Corporate Counsel’s Corporate and Securities Network and is a regular ACC panelist on topics involving legal ethics, SaaS, and security and non-disclosure agreements including speaking at the ACC Annual Meeting. She is also a board member of ACC Chicago. She is a frequent guest speaker at law firms and paralegal organizations on best practices regarding corporate and financial filings. She is a graduate of Loyola University of Chicago School of Law and is licensed in Illinois.
Jeffrey Brown, General Counsel and Global Privacy Officer, TELUS Digital
Jeff Brown manages a team of legal and privacy professionals responsible for TELUS Digital's global privacy, global data governance, AI governance, and anti-bribery and corruption programs, as well as providing public-company Board and C-suite counsel for real estate matters and strategic deals. Jeff Chairs the TI (U.S.) Retirement Savings Plan Committee and acts as a director on several subsidiary boards. Jeff holds certifications in privacy from the International Association of Privacy Professionals, and previously held certification as a corporate governance professional from the Society for Corporate Governance.Prior to his current role, Jeff held leadership positions with TTEC, HP, EDS, and law firm roles with Lathrop & Gage, Dickinson Wright, and Winston & Strawn. Jeff is a member of the Association of Corporate Counsel Colorado Board of Directors, and volunteers with The Friends of Red Rocks, and various charities focused on poverty alleviation. Jeff holds a JD from the University of Michigan Law School and studied at the Ross School of Business.
Lindsey Schultz, Senior Managing Counsel & Head of Global Privacy Governance, VISA
Lindsey Schultz is Senior Managing Counsel and Head of Global Privacy Governance at Visa. In her capacity in that role, Lindsey leads a team that oversees and advises on privacy risk assessments, privacy controls framework, data strategy, data subject rights, policies and standards, trainings, and other end-to-end governance work. She also advises on a variety of high priority areas such as consumer protection, digital products, AI, adtech, and digital marketing. Prior to joining Visa in 2020, Lindsey was with Western Union for over six years, where she last served as Counsel of Privacy Governance and Compliance. Lindsey earned her JD and MBA from Willamette University, and she graduated from Boston University with a Bachelor of Science in Advertising. Lindsey is also an investor in a venture fund focused on women founders in the healthcare, financial, and technology space.
Phillip (P.J.) Smith, Senior Director, Litigation & Compliance Counsel, Advanced Energy Industries, Inc.
Phillip (P.J.) Smith is senior director, litigation & compliance counsel at the Denver headquarters of Advanced Energy Industries, Inc. (“AE”), a publicly-traded technology manufacturer delivering highly engineered, precision power conversion, measurement and control solutions for the semiconductor equipment, industrial production, medical and life sciences, data center, networking, and telecommunications industries. For the legal team, P.J. guides AE’s global operations on litigation, compliance, employment and privacy matters. Before joining AE, he was executive counsel with GE Aviation (now GE Aerospace) over more than a decade in roles responsible for compliance, litigation, and corporate projects, and was a litigation partner with Vorys, a large regional firm in Ohio. P.J. is a graduate of the University of Michigan Law School (cum laude) and Miami University in Oxford, Ohio (summa cume laude).
