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2016 Primerus Northeast Regional Meeting
May 20, 2016
Meeting Location Davio’s Northern Italian Steakhouse
75 Arlington Street Boston, Massachusetts 02116
Primerus Northeast Regional Meeting Agenda Friday, May 20, 2016
11:30 a.m. – 4:30 p.m. Friday, May 20, 2016 11:30 a.m. – 12:00 p.m. Welcome and Check-In
12:00 p.m. – 1:30 p.m. Regulatory Roundtable and Networking Luncheon with the
Association of Corporate Counsel
Carmen Ortiz – U.S. Attorney (Boston, MA)
1:30 p.m. – 1:45 p.m. Break
*** Primerus Members Only Portion of Meeting *** 1:45 p.m. – 2:00 p.m. Primerus Update
Chris Dawe – Primerus (Grand Rapids, MI)
2:00 p.m. – 3:00 p.m. Marketing Presentation
Bob Weiss – Alyn-Weiss & Associates (Lakewood, CO) 3:00 p.m. – 3:15 p.m. Break 3:15 p.m. – 4:15 p.m. Business Development Discussion
Best approach for firms to work together and develop business
Regional or local marketing best practices
Unique practice areas
Practice Area discussion
4:15 p.m. – 4:30 p.m. Wrap-Up
Meeting Location: Davio’s Northern Italian Steakhouse
75 Arlington Street Boston, Massachusetts 02116
Carmen M. Ortiz United States Attorney
District of Massachusetts Carmen M. Ortiz was nominated by President Barack Obama, as the United States Attorney for the District of Massachusetts and confirmed by the U.S. Senate in 2009. She is the first Hispanic and the first woman to represent Massachusetts as U.S. Attorney. She oversees the work of more than 200 attorneys and support staff in Boston, Worcester and Springfield. In 2010, she implemented the District’s first civil rights initiative, aimed at
reinvigorating enforcement efforts of federal civil rights laws and increasing visibility among affected communities through extensive community outreach efforts. During her tenure as U.S. Attorney, Ms. Ortiz has overseen the criminal prosecutions of corrupt Massachusetts Speaker of the House Sal DiMasi, infamous gangster James “Whitey” Bulger, and the Boston Marathon bombing. Additionally, she has led the District of Massachusetts to some of the largest civil settlements in U.S. history, including that of health care giant, GlaxoSmithKline. From 2010 to 2015, Ms. Ortiz served as Co-Chair of the Attorney General’s Healthcare Fraud Working Group and is a member of the Attorney General’s Advisory Committee’s (AGAC) subcommittees on Civil Rights, White Collar Crime and Cyber Crimes. From 2012 until January 2014, she served on the Attorney General’s Advisory Committee. Prior to becoming U.S. Attorney, she was an Assistant U.S. Attorney in the Economic Crimes Unit of the U.S. Attorney’s Office (Massachusetts), and served as Grand Jury Supervisor. Ms. Ortiz also served for eight years as a state prosecutor, in Middlesex County, where she oversaw the District Court, and prosecuted homicides, sexual assaults, robberies and other felony cases. In addition to her public service, Ms. Ortiz was a senior trial attorney at the law firm of Morisi & Associates, P.C., concentrating on civil, criminal, and governmental agency litigation. She also was a Program Associate and Training Coordinator at the Harvard Law School’s Center for Criminal Justice (1989-1991). There she worked on the Harvard/Guatemala Criminal Justice Project, which entailed collaborating with the judiciary of Guatemala and other professionals to implement criminal justice reforms. In 1991, on behalf of the National Football League, Ms. Ortiz investigated allegations of sexual harassment made by a sportswriter against the New England Patriots. In 1992, she was part of a Senate Foreign Relations Committee team that investigated “October Surprise”, the Congressional inquiry into allegations that members of the 1980 Reagan-Bush presidential campaign delayed the release of 52 Americans held hostage by Iran. Ms. Ortiz is a graduate of George Washington University Law School (J.D.) and Adelphi University (B.B.A.). Awards and honors include: 2014: Latina Lawyer of the Year, Hispanic National Bar Association; 100 Most Influential People for the Hispanic Community of Massachusetts, El Planeta Newspaper (2011 – 2014). 2013 : New England Women’s Leadership Award. 2012: Bostonian of the Year, The Boston Globe; Latina of the Year, El Mundo Newspaper; Pinnacle Award Honoree, Greater Boston Chamber of Commerce, Women’s Network; Community Service Award, Mass. Association of Minority Law Enforcement Officers; Honorary Doctor of Laws Degree, New England Law | Boston and Adelphi University; 2011: First One Award, uAspire; Outstanding Contributions to the Community, Beth Israel Deaconess; Las Primeras Award for Exemplary Achievement, Mass. Association of Hispanic Attorneys. 2010: President’s Award, Women in Federal Law Enforcement Foundation; J. William Fulbright Distinguished Public Service Award, George Washington University Law School; Pioneering Women of Color Award, Mass. Women’s Bar Association.
INTERNATIONAL SOCIETY OF PRIMERUS LAW FIRMS
2016 Primerus Northeast Regional Meeting Primerus Attendees
Peter Bennett The Bennett Law Firm, P.A. 121 Middle Street, Suite 300 P.O. Box 7799 Portland, ME 04101 Phone: 207.517.6021 Fax: 207.774.2366 [email protected] www.thebennettlawfirm.com
Mark Berman Ganfer & Shore, LLP 360 Lexington Avenue, 14th Floor New York, NY 10017 Phone: 917.746.6796 Fax: 212.922.9335 [email protected] www.ganfershore.com
Jocelyn Campbell Rudolph Friedmann LLP 92 State Street Boston, MA 02109 Phone: 617.606.3120 Fax: 617.227.0313 [email protected] www.rflawyers.com
Brian Darreff Earp Cohn, P.C. 20 Brace Road, 4th Floor Cherry Hill, NJ 08034 Phone: 856.354.7700 Fax: 856.354.0766 [email protected] www.earpcohn.com
INTERNATIONAL SOCIETY OF PRIMERUS LAW FIRMS
Doug Eilender Mandelbaum Salsburg P.C. 3 Becker Farm Road, Suite 105 Roseland, NJ 07068 Phone: 973.821.4172 Fax: 973.325.7467 [email protected] www.lawfirm.ms
Jonathon Friedmann Rudolph Friedmann LLP 92 State Street Boston, MA 02109 Phone: 617.606.3120 Fax: 617.227.0313 [email protected] www.rflawyers.com
Douglas Johnson Earp Cohn, P.C. 20 Brace Road, 4th Floor Cherry Hill, NJ 08034 Phone: 856.354.7700 Fax: 856.354.0766 [email protected] www.earpcohn.com
James Lagios Iseman, Cunningham, Riester & Hyde, LLP 9 Thurlow Terrace Albany, NY 12203 Phone: 518.621.0140 Fax: 518.462.4199 [email protected] www.icrh.com
Chris Dawe Primerus 171 Monroe Ave. NW Suite 750 Grand Rapids, MI 49503 Phone: 616.454.9939 Fax: 616.458.7099 [email protected] www.primerus.com
INTERNATIONAL SOCIETY OF PRIMERUS LAW FIRMS
Barbara Miller Brody Wilkinson PC 2507 Post Road Southport, CT 06890 Phone: 203.916.6289 Fax: 203.254.1772 [email protected] www.brodywilk.com
Lisa Olivieri Thomas & Libowitz, P.A. 100 Light Street Suite 1100 Baltimore, MD 21202 Phone: 410.575.1468 Fax: 410.752.2046 [email protected] www.tandllaw.com
Thomas Paschos Thomas Paschos & Associates, P.C. 30 North Haddon Avenue, Suite 200 Haddonfield, NJ 08033 Phone: 856.528.9811 Fax: 856.354.6040 [email protected] www.paschoslaw.com
James Rudolph Rudolph Friedmann LLP 92 State Street Boston, MA 02109 Phone: 617.606.3120 Fax: 617.227.0313 [email protected] www.rflawyers.com
Anthony Leccese Rudolph Friedmann LLP 92 State Street Boston, MA 02109 Phone: 617.606.3120 Fax: 617.227.0313 [email protected] www.rflawyers.com
INTERNATIONAL SOCIETY OF PRIMERUS LAW FIRMS
Robert Shaer Rudolph Friedmann LLP 92 State Street Boston, MA 02109 Phone: 617.606.3120 Fax: 617.227.0313 [email protected] www.rflawyers.com
Peter Tanella Mandelbaum Salsburg P.C. 3 Becker Farm Road, Suite 105 Roseland, NJ 07068 Phone: 973.821.4172 Fax: 973.325.7467 [email protected] www.lawfirm.ms
Thomas Walsh, Jr. Brody Wilkinson PC 2507 Post Road Southport, CT 06890 Phone: 203.916.6289 Fax: 203.254.1772 [email protected] www.brodywilk.com
Bob Weiss Alyn-Weiss & Associates, Inc, 608 Garrison St., Suite V Lakewood, CO 80215 Phone: 303.298.1676 Fax: 303.298.1679 [email protected] www.themarketinggurus.com
Robert Rudolph Rudolph Friedmann LLP 92 State Street Boston, MA 02109 Phone: 617.606.3120 Fax: 617.227.0313 [email protected] www.rflawyers.com
INTERNATIONAL SOCIETY OF PRIMERUS LAW FIRMS
Joseph Worthen, II Rudolph Friedmann LLP 92 State Street Boston, MA 02109 Phone: 617.606.3120 Fax: 617.227.0313 [email protected] www.rflawyers.com
INTERNATIONAL SOCIETY OF PRIMERUS LAW FIRMS
2016 Primerus Northeast Regional Meeting ACC Attendees
Gary Brown
WorldTrade Executive, Inc. Attorney Concord, MA
Maria Buckley
Joslin Diabetes Center General Counsel Boston, MA
Julie Duffy
ACC Northeast Chapter Chapter Administrator New York, NY
Suzanne Cartledge
John Hancock Financial Services Managing Director and Senior Counsel Boston, MA
Matthew Cannata
Income Research + Management Boston, MA
Aaron Bullwinkel
Beacon Power, LLC Vice President & General Counsel Tyngsboro, MA
INTERNATIONAL SOCIETY OF PRIMERUS LAW FIRMS
Jonathan Ellman Litle & Co General Counsel Lowell, MA
James Ferraioli GE Oil & Gas General Counsel, M&C Billerica, MA
Sandra Madden Ascensus College Savings General Counsel Newton Center, MA
Karen Lamkin Corporate Counsel In-House Counsel Mansfield, MA
Nancy Johnsen Counsel Per Diem, Inc. Counsel
Catherine Gorecki PTC, Inc. SVP, Corporate and Securities Counsel Needham, MA
Bill Obrien Attorney Quincy, MA
INTERNATIONAL SOCIETY OF PRIMERUS LAW FIRMS
Patrick Secor Income Research + Management Boston, MA GE Oil & Gas General Counsel, M&C Billerica, MA
Daniel Trinkle EMD Millipore Corporation Assistant General Counsel Billerica, MA
Peggy Shukur
Hiten Patel Income Research + Management Boston, MA
Association of Corporate Counsel Committees
The Practice and Career Management Committee
The Practice and Career Management Committee focuses on supporting ACC members develop skills necessary to advance their careers in their existing roles, when moving up the corporate ladder, and when seeking new opportunities. Recent programs have addressed substantive topics such as governance, and developing the soft skills necessary in a global economy, effective network, and a review of careers outside traditional legal work. Speaking panels may include general counsel from leading companies, law firm specialists, as well as experts outside the legal field. The P&CM Committee is always looking for new ideas; please contact the Chair Steve Millsap at [email protected]!
Diversity + Inclusion Committee
The Diversity + Inclusion Committee’s mission is to create, nurture and sustain a culture that promotes and celebrates diversity and inclusion for ACC Northeast members and their corporate legal departments by participating in and supporting D + I programs, forums and events. Our D + I programming covers a wide range of diversity and inclusion topics, with a focus on supporting ACC reach their full potential within their corporate legal departments by sharing best practices, thought leadership, and providing leadership development tools necessary to address the professional challenges faced by race/ethnic minorities; women; lesbian, gay, bisexual, and transgender lawyers; and people with disabilities. If you have creative ideas about the role of the D + I Committee or you would like to get involved, please contact the Chair Robin Walker at [email protected]
The Women’s Initiative Committee
The mission of the Women’s Initiative Committee is to promote the professional development and advancement of women in-house counsel at all levels of their careers. The Committee seeks to fulfill this mission by offering programs, events and other opportunities for members to: explore topics of particular relevance to women in-house counsel; to develop and/or enhance their “soft skills”; to participate in a mentoring program; and to expand their networks. Each year, the Committee hosts several events. If you have creative ideas for potential programs or events or you would like to get involved with the Committee, please contact the Chair Marisa Murtagh at [email protected] for more information.
Association of Corporate Counsel Upcoming Events
Be Your Own Style #Boss June 1, 2016 5:30 PM-7:30PM Rue La La 20 Channel Center Street Boston, MA 02210 Are You the Leader You Want to Be?
June 15, 2016 5:00PM-8:00PM Flemings Prime Steakhouse and Wine Bar 217 Stuart Street Boston, MA 02216
2016 Primerus Global Conference
October 12-16 2016
Mandarin Oriental Hotel 1330 Maryland Avenue, SW
Washington, DC 20024
Please make plans to join us! We encourage you to book soon as hotel rooms will fill quickly.
Thank you for attending the 2016 Primerus Northeast
Regional Meeting
May 20, 2016
Meeting Location Davio’s Northern Italian Steakhouse
75 Arlington Street Boston, Massachusetts 02116