245852 06/03/15 u��Aq
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�., � CITY OF CARMEL, INDIANA VENDOR: 120950
I; ® ONE CIVIC SQUARE DOUGLAS HANEY CHECK AMOUNT: $*****3,810.79*
s, r�; CARMEL, INDIANA 46032 C/O DEPT OF LAW CHECK NUMBER: 245852
-9MyiTON ice. C/O DEPT OF LAW CHECK DATE: 06/03/15
DEPARTMENT ACCOUNT PO NUMBER INVOICE NUMBER AMOUNT DESCRIPTION
1180 4343002 3,736.04 EXTERNAL TRAINING TRA
1180 4343004 74.75 TRAVEL PER DIEMS
j
CITY OF CARMEL Expense Report (required for all travel expenses)
�!NOIANa
EMPLOYEE NAME: Douglas C. Haney DEPARTURE DATE: 04/23/15 5:45 PM
DEPARTMENT: Law Department RETURN DATE: 04/27/15 TIME: 6:40 PM
REASON FOR TRAVEL: IMLA Mid . DESTINATION CITY: Washington D.C.
EXPENSES ARE FOR (check all that apply): TRAVEL ADVANCE TRAVEL REIMBURSEMENT TRAVEL PER DIEM
Date Transportation Gas/Tolls/ Lodging Meals Misc. Total
Air-fare Car Rental Other Parking Breakfast Lunch Dinner 'Snacks Per Diem
` 4/23/15 $82.00 $82.00
4/23/15 $166.20 $166.20
4/23/15 $782.60 $782.60
4/23/15 $52.50 $52.50
$0.00
$0.00
4/23/15 $32.50 $32.50
4/24/15 $65.00 $65.00
4/25/15 $65.00 $65.00
4/26/15 $65.00 . $65.00
4/27/15 $65.00 _$65.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
0.00
Total $166.201 $0.001 $52.50 $82.00 $782.60 $0.00 $0.00 $0.00 $0.00 $292.50 $0.00
DIRECTOR'S STATEMENT: I hereby affirm that all expenses listed conform to the City's travel policy and are within my department's appropriated budget.
Director Signature: Date:
City of Carmel Form#ER06 Revision Date 5/29/2015 Page 1
L ,_
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Prescribed by State Board of Accounts General Form No.101(1955)
MILEAGE CLAIM 1
City of Carmel, Indiana TO hDo C I � C� �� DR.
(Governmental Unit)
Department of Law - 1180 On Account of Appropriation No. 434-3004 for Mileage
-
Office,Board,Department or Institution)
r
DATE FROM TO ODOMETER READING* NATURE OF BUSINESS
AUTO MILES MILEAGE(a) 5-7s6
2016 Point Point Start Finish TRAVELED PER MILE
1Z/15-4716z � � 3"7 95
I
I
Auto License No. TOTALS 7
1
*SPEEDOMETER READING columns are to be used only when distance between points cannot be determined by fixed mileage or official highway map. �l
Pursuant to the provisions and penalties of Chapter 155, Acts 1953, 1 hereby certify that the foregoing account is just and correct,that the amount claimed is legally due, after
allowing all just credits, and that no part of the same has been paid.
Date I
l
ClcdM No. Warrant No. I have examined the within claim and
hereby certify as follows:
IN FAVOR OF
That it is in proper form;
0 C\\o. 0, a n P-v
That it is duly authenticated as required
by law;
That it is based upon statutory authority;
jcorrect
That it is apparently {incorrect
j On Account of Appropriation No.4343004 for
Disbursing Officer
Department of Law - 1180
(2
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in the sum of$ / L4 / 5 � F;ori
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(official Title)
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STATE OF INDIANA )
SS:
COUNTY OF HAMILTON )
AFFIDAVIT
I, Douglas C. Haney, Carmel City Attorney, being first duly sworn upon my oath, state that while
on City business April 23, 2015 through April 27, 2015, attending the IMLA Mid-Year Seminar in
Washington, DC, T_ expended Fifty Two Dollars and Fifty Cents ($52.50) of my own monies for metro
transportation for which I need to be reimbursed.
Dated this day of May, 2015.
as C. Haney
Subscribed and sworn to before me, the undersigned Notary Public, this day of May,
2015.
AMANDA BENNETT
NOTARY PUBLIC,SEAL
$TATE OF INDIANA.
-RESIDENT OF MARION COUNTY
COMMISSION NO. 599586 Amanda Bennett,NOTARY PUBLIC
MY COMMISSION,EVRES: 1-5-2017
Resident of Marion County, Indiana
My Commission Expires:
January 5, 2017
[eb:mcxnrd:s:landavitsllladivit nrmo od seaffiw 2015.doc51291151
Haney, Douglas C
From: Southwest Airlines <SouthwestAirlines@luv.southwest.com>
Sent: Tuesday, December 02, 2014 11:04 AM
To: Haney, Douglas C
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Haney, Douglas C
From: Hilton Hotels & Resorts Confirmed <hiltonhotels&resorts@res.hilton.com>
Sent: Monday, November 17, 2014 5:57 PM
To: Haney, Douglas C
Subject: Hilton Hotels & Resorts Confirmation #3151621505
BOOKEDCON51DER YOURSELF
i
e
Thank you for booking with us, Douglas Haney
C.onfirmatwn 3151621505 Modtfy Reservation s }={ dQ
HiltonHHonors®Number --''8642541_
' X864254159 ziC
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Arrival: 23 Apr 2015 4:00 PM Dou IcI$ Haney F,
Departure -27 Apr.2015 12:WPM �
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Rate In drmation "- -•-• -- - -. _ ____ .
Rate Type
AAA STAY AND SAVE
Rate per,riight 170 00 USD
Total 4or Stay per'Room
Rate 680.00 USD
Tares 102:60`USD
_ Total 78260USD
Total forStay 782.60>USD
Includes:_estimated taxes.and service charges.(Gratuities'not included) " GET MORE WITH-HILTON
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HANEY,DOUGLAS 749/D2D
4/23/2015 8:00:00 PM
13828 SMOKEY RIDGE DR 4/27/2015
CARMEL IN 46033-9101
UNITED STATES OF AMERICA
Rate Plan: AA
HH#
AL:
Car:
Confirmation Number:3151621505
4/26/2015
4/23/2015 3587143 *ROOM SERVICE $24.96
4/23/2015 3587467 GUEST ROOM $170.00
4/23/2015 3587467 ROOM TAX-STATE $10.20
4/23/2015 3587467 ROOM TAX-CITY $14.45
4/23/2015 3587467 OCCUPANCY TAX $1.00
4/24/2015 3588331 GUEST ROOM $170.00
4/24/2015 3588331 ROOM TAX-STATE $10.20
4/24/2015 3588331 ROOM TAX-CITY $14.45
4/24/2015 3588331 OCCUPANCY TAX $1.00
4/25/2015 3589067 GUEST ROOM $170.00
4/25/2015 3589067 ROOM TAX-STATE $10.20
4/25/2015 3589067 ROOM TAX-CITY. $14.45
_ 4/25/2015 3589067 OCCUPANCY TAX $1.00
4/26/2015 3589802 GUEST ROOM $170.00
4/26/2015 3589802 ROOM TAX-STATE $10.20
4/26/2015 3589802 ROOM TAX-CITY $14.45
4/26/2015 3589802 OCCUPANCY TAX $1.00
WILL BE SETTLED TC $807.56
EFFECTIVE BALANCE OF $0.00
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Legal &Professional AduisorykBoard ,., r JXNew York,:New York a_ "
Indianapolis, Indiana � an'd:
Jasmine K`Le Veaux 1
Police Shootings and Qualified lmmun+ty after Windels Marx Lane&Mittendorf, LLP
P.lumhoff New York,New York
John Jack Ryan
Co Director Work Session Xllc Finance Letter of Credit
CegaLLiability&z`Risk:Managenent Institute'. 10:45am to,12,1S
" , Captaiin-(Ret)Providence, Rt Police Department, Hampton`Room {
+4 T;R 3 " - } L l
f Attorney f,.
Indianapolis, Indiana Moderator Barbara A Adams
` Village Attorney
Work Session X Telecomm41n Overview,of FCC ' '. Kenilworth, Illinois ',k
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Regulations 4 'f
, 9c00am to 10 30am New Model Forms for Government Mandated j
Hampton Room r Standby Letters of Credit
lI
;, Professor James±E Byrne
Moderator ;Joseph Van Eaton Institute of International Banking taw'&Practice r
;Best Best&Krieger LLP (IIBLP) � i 8
Washington,:DC Montgomery Village,Marylanii
Gerard.lave Lederer letter of Cred+t Good Practices for Mumcrpalitres,& i
ry "
Best Best& Kneger LLP
ISP98
Washington, DC ,,' Carter H Klein
r Jenner and Block; LLP h i
Chicago, Illinois
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Lunch(onyourowrJ _ MONDAY,APRIL 271 2015
12 150m to 130pm
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Work Session Xlq Pension Reform JAo6iTh64i.N6dh1146phld 3 OOpm Ornrn East QdwBlue"R666 Prefunction
Blue Room ;'(
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,"z f WbIVK Breakfast and k
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Legal Advocacy Omnr Empire Ballf'room
Bethesda, Maryland I
I Rei nf,1/Ice Presidents and State/Province Chairsf
F
Cathy,Hamptorr's Breakfast Meeting a
City Attorney 8 OOam to 9 OOam
I
r,, Atlanta, Georgia t Capitol Room
,
..N,to r 4
' _ `Seth R Eisenberg Work Session XV D'etrait `the new``.,phoenic'>'
t
," Senior Assistant-City Attorney Municipal Bankruptcy and Revival '
Atlanta;Georgia' 9 OOam to.10 30,am
and Blue Rooma
Robin Shahar " `
z Chief Counsel Bruce Bennett
;, }
Atlanta, Georgia Jones Day f
;,% Lo`s Angeles,California
-Work Session XIU Do's and Don'ts of Writing a
Zornng Ordinance&Incentroe Based Zoning � ` Heather Lennox �, �' z
j1c30pm.to 3 OOpm ,` Jokes Day ?
f Hampton,Room:: New York$New York
Moderator Krt Williams Sonya Mays
i �, - ".
City Attorney Senior Advisor to Detroit's Emergency;Manager
Fayetteville,Arkansas Detroit, Michigan`
F . ,
1 :The Do's and Don'ts of Rewrrtrng c i onrng Evan Miller
iOrdihdnce Jones Da ,
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2 Incentive Based Zoning for3lVlrxed Use i. VUashmgton, DC
r _ I
Development _
} Stephen P ElmendorF:.
t Coffee Break
4 Linowes.and Blocher LLP 10 309m to 10 45am i
` Bethesda, Maryland
y Work Session X111 Ethics A
International Committee Business Meeting , 10.50am to 12:20pm t
3'OOpm to 5 OOpm Blue Roomy }
Capitol Room
s i
Moderator Charles W 1Thompson
BenJamm E Carlfflth IMI:A Executive Director�and
E Board Attorney YMD Joint Water Management General Counsel a
District Bethesda, Maryland i
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j The Ethical Litigator 2015 Mid Year Seminar
John Davis WONK Breakfast Table Topics:
I Pierce, Davis&Perritano, LLP
Boston, Massachusetts
❖ "P3's in Renewable Energy." —Speaker:Tip
i The speakers will discuss ABA Model Rule 1.6 and Torres:Municipal Partnerships to develop
what "confidentiality"means under that renewable energy infrastructure, create
rule. Specifically included will be a discussion of "generation side"opportunities and
how the rule applies to posting on a listsery and sustainability
how the rule applies to information already in the
public domain,such as court pleadings and exhibits •;• Personnel—Speaker: Dan Crean: Personnel
as well as public information. The speakers will use Hot Topics
ethics opinions that have been issued by different
states andublished articles on the topic to
P p Transportation,Water&Communications—
stimulate discussion in an interactive format. As Speakers: Gerry Lederer, Andre Monette,
time permits, the speakers will discuss the and John Freshman: What to Expect from
interaction of the Rule with Rule 1.13 in the context Congress 2015: Transportation, Water&
i of representing a local government organization. Communications
Charles W.Thompson ❖ Telecommunications—Speakers:Adrian
IMLA Executive Director and Herbst&Sean Stokes: Municipal Broadband
General Counsel
Bethesda, Maryland ❖ Environmental Law-Speaker: Stacey
and Meyers: Voluntary Clean-Up Programs
Marc Emden
Emdenlaw ❖ Immigration&Non-Citizen Voting—
Rockville, Maryland Speaker: Ben Griffith: Immigration and
and Electoral Access
Ariana Wright Arnold
Jackson Lewis P.C. ❖ Law Office Technology—Speaker: Pete
Baltimore, Maryland Haskel
Adjournment
12:20 pm
(Tentative Program—subject to change)
i
Prescribed by State Board of Accounts ACCOUNTS PAYABLE VOUCHER City Form No.201(Rev.1995)
CITY OF CARMEL
An invoice or bill to be properly itemized must show: kind of service, where performed, dates service rendered, by
whom, rates per day, number of hours, rate per hour, number of units, price per unit, etc.
Payee
Douglas Haney
Purchase Order No.
1 Civic Square
Terms
Carmel, Indiana 46032
Date Due
Invoice Invoice Description Amount
Date Number (or note attached invoice(s) or bill(s))
5/29/15 Expenses for 4/23/15 -4/27/15 IMLA Mid-Year Seminar $1,375.80
In Washington DC, per the attached
Total
$1,375.80
1 hereby certify that the attached invoice(s), or bill(s), is (are)true and correct and I have audited same in accor-
dance with IC 5-11-10-1.6.
, 20
Clerk-Treasurer
VOUCHER NO. WARRANT NO.
ALLOWED 20
Douglas Haney
IN SUM OF $
1 Civic Square
Carmel, Indiana 46032
$ $1,375.80
ON ACCOUNT OF APPROPRIATION FOR
Department of Law
434-3002 Ext. Training & Travel
Board Members
Po#or INVOICE NO. ACCT#/TITLE AMOUNT
DEPT# I hereby certify that the attached invoice(s),
1180 4343002 $1,375.80 or bill(s) is (are) true and correct and that
the materials or services itemized thereon
for which charge is made were ordered and
received except
m(A
20
�, Aigjnature
Title
Cost distribution ledger classification if
claim paid motor vehicle highway fund
i
o��r oi,Caq,H
�Qnr.rRt4
CITY OF CARMEL Expense Report (required for all travel expenses)
�HDIANp-'
EMPLOYEE NAME: Douglas C. Haney DEPARTURE DATE: 05/12/15 6:15 PM
DEPARTMENT: Law Department RETURN DATE: 05/16/15 TIME: 9:00 PM
REASON FOR TRAVEL: Labor& Employment Law Seminar DESTINATION CITY: San Antonio, TX
EXPENSES ARE FOR (check all that apply): TRAVEL ADVANCE TRAVEL REIMBURSEMENT TRAVEL PER DIEM
Date Transportation Gas/Tolls/ Lodging Meals Misc. Total
Air-fare Car Rental Other Parking Breakfast Lunch Dinner Snacks Per Diem
5/12/15 $949.00 $949.00
5/12/15 $971.56 $971.56
--------- - ---
5/12/15 $90.00 $90.00
5/12/15 $57.18 $57.18
$0.00
$0.00
5/12/15 $32.50 $32.50
5/13/15 $65.00 $65.00
5/14/15 $65.00 $65.00
5/15/15 $65.00 $65.00
5/16/15 $65.00 $65.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
0.00
Total $949.00 $0.00 $57.181 $90.001 $971.56 $0.00 $0.00 $0-00t7 $0.00 $292.50 $0.00 �
DIRECTOR'S STATEMENT: I hereby affirm that all expenses listed conform to the City's travel policy andare within my department's appropriated budget.
Director Signature: Date: l O�C 16�)
City of Carmel Form#ER06 Revision Date 5/29/2015 Page 1
Haney, Douglas C j
From: Southwest Airlines <SouthwestAirlines@luv.southwest.Com>
Sent: Monday, May 11, 2015 1:09 PM
To: Haney, Douglas C
Subject: Flight reservation (8DXQ6P) 1121lAY15 I IND-SAT I Haney/Douglas
i
i
i
You're all set for your trip!
i
i
My Account I View My Itinerary Online
ous
Check In Check Flight Change Special Hotel Car
Online Status Flight Offers Offers Offers
Ready for takeoff!
Thanks for choosing Southwest®for your trip!You'll find everything you need to know
,wR about your reservation below.Happy travels! z ',
i i
Upcoming Trip: 05/12/15-San AntonioSave
• to,_
PJUSr earn
��
AIR Itinerary i p:
AIR Confirmation: 8DXQ6P ConfirmaI tion Date:05/11/2015 AVIS
Passenger(s) Rapid Rewards# Ticket# Expiration Est. Points +
Earned
t
HANEY/DOUGLAS 5262107498277 May 10,2016
toed us t I%1
t
rdf, c��t
Rapid Rewards points earned are only estimates.Visit your(MySouthwest,Southwest.com or Rapid Rewards) teit i
account for the most accurate totals including A-List&A-List Preferred bonus points.
Date Flight Departure/Arrival
NeAY
- Tue=May 12_ - 556--__ _ _ . _Depart INDIANAPOLIS,IN(IND)on Southwest Airlines at 6:15 PM
Arrive in ATLANTA,GA(ATL)at 7:50 PM - -Anytime 6
2368 Change planes to Southwest Airlines in ATLANTA,GA(ATL)at 8:35
PM Best Rate Guarantee
Arrive in SAN ANTONIO,TX(SAT)at 10:15 PM T
Travel Time 5 hrs 0 mins Flex bility to Pay Later
An ime
Sat May 16 1560 Depart SAN ANTONIO,TX(SAT)on Southwest Airlines at 2:45 PMS Rapid Rewards POi liC5
Arrive in TAMPA, FL(TPA)at 6:05 PM
Anytime 9otol
2795 Change planes to Southwest Airlines in TAMPA,FL(TPA)at 6:45
PM
Arrive in INDIANAPOLIS,IN(IND)at 9:00 PM
Travel Time 5 hrs 15 mins
Anytime
1
What you need to know to travel: 1t
• Don't forget to check in for your flight(s)24 hours before your trip on southwest.com or your mobile
device.This will secure your boarding position on your flights.
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the plane.You will be assigned a boarding position based on your checkin time.The earlier you Guaranteed Low Rates
check in,within 24 hours of your flight,the earlier you get to board.
• WiFi,TV,and related services and amenities may vary and are subject to change based on 114 Car CfJmpanies
assigned aircraft.Learn more.
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Remember to be in the gate area on time and ready to board:
• 30 minutes prior to scheduled departure time:We may begin boarding as early as 30 minutes prior „ Book far
to your flight's scheduled departure time.We encourage all passengers to plan to arrive in the
gate area no later than this time. _
• 10 minutes prior to scheduled departure time:All passengers must obtain their boarding passes
and be in the gate area available for boarding at least 10 minutes prior to your flight's scheduled
departure time.If not,Southwest may cancel your reserved space and you will not be eligible for Lu`i '
denied boarding compensation. + JOIl7 t9VPr 17 t71ilGQft
• If you do not plan to travel on your flight:In accordance with Southwest's No Show Policy,you
must notify Southwest at least 10 minutes prior to your flight's scheduled departure if you do not 1 email subsaibers svingabig
plan to travel on the flight.If not,Southwest will cancel your reservation and all funds will be I on tmel each t4"Ic
forfeited. i f
Air Cost:949.00 SI i�p
Carryon Items: 1 Bag+small personal item are free.See full details.Checked Items:First _
and second bags fly free.Weight and size limits apply.
Fare Rule(s):5262107498277: NONTRANSFERABLE.
Valid only on Southwest Airlines.All travel involving funds from this Confirmation Number
must be completed by the expiration date. Unused travel funds may only be applied toward °rv ,
the purchase of future travel for the individual named on the ticket.Any changes to this
itinerary may result in a fare increase.
IND WN X/ATL WN SAT420.37YL WN X/TPA WN IND420.37YL 840.74 END r _ iA.Ll '
ZPINDATLSATTPA XF1ND4.5ATL4.5SAT4.5TPA4.5 AY11.20$IND5.60 SAT5.60 ..
F apld .ewa s
A i Learn About Ours : Get EarlyBird
Boarding Process Check-In@ Details +►
i
Cost and Payment Summary
-AIR=8DXQ6P
Base Fare $ 840.74 Payment Information
Excise Taxes $ 63.06 Payment Type XXXXXXXXXX
Segment Fee $ 16.00 Date:May 11,2015
Passenger Facility Charge $ 18.00 Payment Amount:$949.00
September 11th Security Fee $ 11.20
Total Air Cost $ 949.00
2
l
Espanol
southwest®, FLIGHT HOTEL CAR SPECIAL OFFERS RAPID REWARDS®
My Account My Travel Past Trips P Indianapolis, IN -IND to San Antonio, TX-SAT
Southwestw
Indianapolis, IN - IND to San Antonio, TX - SAT
Book This Trip I View Receipt
All" _ earned
Passenger: DOUGLAS HANEY Confirmation#8DXQ6P ACCT#
AIR ITINERARY
Flight-Anytime Fare �h
MAY 12 Indianapolis,IN - IND to Atlanta,GA-ATL
TUE 05/12/2015
._ __.....
Flight-Anytime Fare
MAY 12 Atlanta,GA-ATL to San Antonio,TX- SAT
TUE 05/12/2015
_..._. __....._..._....,_.T _...._..._._._ ... _ w___..__.___._..... r _.w_._. _.._.__ .__..__.. w...._ _�
Flight-Anytime Fare
MAY 16 San Antonio,TX- SAT to Tampa, FL -TPA
SAT 05/16/2015
Plight-Anytime Fare D
MAY 16 Tampa, FL -TPA to Indianapolis,IN - IND
t P . P .
x
SAT 05/16/2015
PRICING Print
Trip Routing. Fare Type Fare
Flight IND-ATL-SAT Anytime $420.37
Flight SAT-TPA-IND Anytime $420.37
Govt. Taxes&Fees $108.26
Dollar Total: $949.00
Dollar Grand Total: $949.00
Total Points Earned: 8,408
i
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Thank you for your purchase!
Indianapolis, IN -IND to San Antonio,TX-SAT
New Purchases in Trip
i
Air
--F0onfirmaUon-#81DXQGP - -
f Indianapolis, IN -IND to San
Antonio,TX-SAT
f Tuesday, May 12, 2015 -Saturday, May
1 16, 2015
i
s
t Air Total: $949.00
Amount Paid
$949.00
Trip Total
$949.00
MAY 12
TUE 05/12/15 - San Antonio
t
705 E.Houston Street-San Antonio,TX 78205
T H E Phone(210)225-5100 • Fax(210)225-7227
EMILY M O RGAIN For reservations across the nation
Name&Address - H o T E E Iwww.doubletree.com or 1-800-222-TREE
A DOUBLETREE BY H-6N
HANEY,DOUGLAS Rooml 302/NK
Arrival,Date 5/12/2015 10:42:00 PM
13828 SMOKEY RIDGE DR Departure Date 5/16/2015
CARMEL IN 460339101 Adult/6hild 1/0
UNITED STATES OF AMERICA Room Rate 208.05
Rate Plan: AAA
L: •
AN
Car.
G ZG
Confirmation Number:86525614
5/15/2015 HILTON
n. HHONORS
DATE REFERENCE DESCRIPTION AMOUNT
5/12/2015 455451 GUEST ROOM $208.05
5/12/2015 455451. STATE TAX $12.48
5/12/2015 455451 CITY TAX $18.72 WALDORF
5/12/2015 455451 COUNTY TAX $3.64 =�suoR�a
5/13/2015 455956 GUEST ROOM $208.05
5/13/2015 455956 STATE TAX $12.48
5/13/2015 455956 CITY TAX $18.72
CONRAD
5/13/2015 455956 " COUNTY TAX $3.64 o=•_•• �.
5/14/2015 456483 ' GUEST ROOM $208.05
5/14/2015 456483 STATE TAX $12.48
5/14/2015 456483 '" CITY TAX $18.72
5/14/2015 456483 COUNTY TAX $3.64 TO
5/15/2015 457104 - GUEST ROOM $208.05 Hilton
5/15/2015 467104 STATE TAX $12.48
5/15/2015 457104 . CITY TAX $18.72
5/15/2015 457104 COUNTY TAX $3.64
WILL BE SETTLED TO $971.56 DounLETttrE
EFFECTIVE BALANCE OF $0.00
EM AAssY
sUTTE 9'
' ®Hilton
GardenInr►
c
ACCOUNT NO. DATE OF CHARGE FOLIO NO./CHECK NO.
80427 A
CARD MEMBER NAME - - AUTHORIZATION INITIAL
HOMEWOOD
SUITES
By H!LTOs'
ESTABLISHMENT NO.&LOCATION... ESTAeusxMENT AGREES TO T SMITTG CARD HOLDER FOR PAWENT PURCHASES&SERVICES
TAXES
HOME®
TIPS;&MISC.
CARD MEMBER'S SIGNATURE
X TOTAL AMOUNT
Hilton
NERCHANDISE Arm/OR SERVICES PURCHASED ON TIES CARD SHALL NOT BE RESOLD OR RETURNED FOR A CASH REFUND. PAYMENT DUE UPON RECEIPT Grand Vacations
Haney, Douglas C
From: Beachboard,Joe L. <joe.beachboard@ogletreedeakins.com>
Sent: Thursday,.May 07, 2015 4:38 PM,
To: Haney,.Douglas C
Subject: Workplace Strategies 2015 Finall Details
J yrw
Pre-Conference
Immersion" Sessions
Post-ConferenceMAY 14-15� 2015
Sessions
Oqletree WORKPLACE
Dealkins STRATEGIES
• C � �Mh
ANNUAL NATIONAL EDUGATIONAL LABOR AND EMPLOYMENT LAW SEMINAR
YJ+°�
.f J
I
Workplace Strategies 2015 is just a few days away, and we can't wait to see you in San Antonio. My final email answers many
past attendees have asked. We hope you find this helpful and that you thoroughly enjoy the program and your visit to San An-
week!
EVENT LOCATION
Grand Hyatt San Antonio
600 E. Market Street
San Antonio,TX 78205 j
Tel: 210-224-1234
PARKING
Valet and self-parking are availableat-the.Grand.Hyatt.The daily.parking rates-are$37 for valet and$27 for self-parking(plus t
TRANSIT
Shuttle transportation to and from San Antonio International Airport and the hotel is available through GO Airport Shuttle for;
round trip).The shuttle operates between 7:00'a.m. and 1:30 a.m. daily. For more information or reservations, call (210) 281-S
http://www.citvtoursinc.com/airport-shuttle.Taxi service to and from the airport is approximately$42 each way.
WEATHER
To check the local San Antonio weather click here.
EVENT REGISTRATION
Once you arrive at the Grand Hyatt, please check in at the Ogletree Deakins registration desk for your program materials. The
Wednesday, May 13 from 10:00 a.m.—6:00 p.m.and will be located in the pre-function area of the Texas Ballroom on the 4th
registration desk will open at 7:00 a.m. and will be located on the.2nd floor in the Lone Star Ballroom pre-function area.
re-Unference " ersi99 Sessions
Wednesday, May 13, 2015
10:0.0,am Registration Open
Noon— 1•:30 pm LUNCH AND SPECIAL PRESENTATION The,2016. ,Elections:tet the Fun:Begin!
-Whit Ayres, President,North.Star Opinion Research
Regularly featured as a•commentator,on netiNork,and cable media outlets;including NBC's Meet•the Press,
F0X•'N'eW§Channel,and CNN;VI'hitiA.yres:s a lead ng politicaCeon"sultant with over'30 years of exp°er"fence
wo"rk n w.fh h+ h rofile;`olitical cpm.a ns and associations, Join°A, res as;he di'`scusses the outlook-
t f, g 9 P , P , p g y
for`tie upcoming 2016 pres+dential'and congressionahelections.Ayres will examine historical trends, how
changing demographics after the coali:tiona required for each party to`win, and the current standing of the
c
i ialing cohtests,inboth parties`., ,
Introduction by Keith D. Frazier(N,ashville)
,1::39—1:45 prn. Break "
1 ADA•.and FMi A So Many,, Ue, tions, Sow. Ansi et
The.ADA,and FM:LA continue`io. ose.challenges for employers Numero`ias questions haue;been•°
"raised+n`.t}te past few years about an employers}changing obligations , urrng this thoroGigh
;'°` ;' e essron we w+ll•ens •mmPy 011,osf FMLA b,eenSs'persed;ed by
changes to the A"DA?°Is ADA'leaue'•protected?H.ow can.employers`mnnage rssues;ofifraUd,and
abuse?
admen edi'eal cert+f+cat+onforrns;;'and if so hovv?;Noanr�do employets deaf,
ut+th'exempt'leuel.`ernployees and erraticschedul.es,?This isess+or;w+11 cover these topics.and more t
�ltodecator. Elizabeth M. Ebanks5(Rrchmond) t
'Speakers Leah S.';Freed{Phoenix) *Bryant S l ticFall.(tDallas)*yfvlichaeTM She"tterly(Greer+ville).,
2. "bid You Really,Just Say Tb'at?" An Interactiye L;oolt aL IJandlirlg Sei kj; l
'Harassment Cnifiplaints
Sexual laarassrnent contplaitits,can involde a lot:,of twists and-turns. Join tis fo.r,a'ser`es o('skits
involving complaints of sexual harassment made to an HR director.Watch as.the.H;R director does
�Q
_ — -� _Jarrsng _enrnmon mistalsMbut mistimes nonetheless.After each skit, disc ss with the
esenters what,was handled°correct) what went°wron andho�w to avoid maki i`fie"errors
p„ y. g, 9 ry. .
during the complaint investigation and resolution process.
N1o'der�tor Thomas M. Mclner•ney,(San Francisco),
Speakers. W.Scott Hardy(Pittsburgh)* Gregdry J.Hare (Atla+ita *Angela. D.Green(Dallas)
Da,uli N1 iCtiep�r,e�r 0r-ange Com. ,
'� x
v J wit + :. , r '^�° r. Y s' ,•�1t
,N 5 r i s " { •r ^`rd ;. 'Y , I�f r t rs -.r w
7j ri 7
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1>, a{� L.Y„'xr d v{rhj 34n+tr u,rr j
u 31Aeadi;of,th Scor nPrepa �ag far#:he ;tIL .O s 1Jush Eloct� ns kt)x M �6
r sr 4s,4Ct, ? { r tr,- a r -t.•g r.ykyr.ti,.s! • .,r.. ,td'¢? "u S,
t TheEN'LRB s reuolutionary,arnbushtelectron regulations are;#echn+ca)and complex;but the net+rnpact
'. yt • ✓ .,i r P•., t /, .nrr R rlfi Nr. J r 'i ett" pr.w•.'• 'i eTa
$•,,t .rs a dramatic reduction tn,t e'tune available for employers to corrtrnunicate Vutth�einpioyees about': . t Fr.a
einionzation (rnrnany eases,fewerrthanY21 days);Fa+lure'`to�akepreparatory actions now�w+ll rri"aKe`
fit u+rtualfy imp.ossibl io r.'esp '6d�'effectively to union organ zing,this highly interne#ive'si iulat+oi '
exetcrse will'allouv participants torexperience the`,ai tions`that mastrbe takern m fire timeava+iable'i,ra ,
f: Yr an amUush election environment '
.A f `' r `Mod�raor C' Tjomas,,Dav+s iNashvdle). ', ` '.' ,
Speakers Rbdolfb ',(;F+to)-AgrazfD`allas)*Huthiet.`Good6oe(Detroit,(VI etro,))
TH6`W'M,Stanek(Pho4iti ) *Elizalieth Nl:Touvnsend (Phoenix)'
a
Ogletree WORKPLACE O
Deakins STRATEGIES
2015 •Grand Hyatt San Antonio
4. . Avoiding a Data Breach Nightmare: From„Prevention Through litigation
The issue of data,privacy is larger"than•-ever with,inultiple'high-profile.data breaches and huge
stakes for employers:This,detailed:session,wili,provide a soup•toinuts picture of;how-to handle
cyber security in the•'modern world.The panel will,provide practical, concrete-advice on auditing
d'ata'seburity,crafting policies,preventng.and responding to data breaches;and dealing with
lifiyat on'in the event of a breach.,Bring your questions and ideas—and get better prepared for
the brave new world of.data pnvaey; ”
y Moderator: -Charles,T.Speth it {Co)umbia) E
Speakers: Ashley Pr dkett Cutfir O'(Greenville)'*°Grant D. Petersen (Tampa) '
Danielle Vanderzandeny(Boston) „
i ,
n and Fr ara€� for a Jur Taal _
•+Get yourself ready,-for-trial!,Following a'short.discussion of the jury•tral process,the,audience
will serve as the",jury"".in a mock sexual harassment and.retaliation trial.The trial-will include:
ropenrng statements by,counsel cross examinations of the plaintiff and the
'HR manager
responsible for the investigation;ji.ry deliberations; and a questions antl-answers'diseussion "
of"key factors m,fihe,lury`s d"ecision=making pro.cess.,This interactive and nformative,mini-,mock
trial will gave a;close up yieva.of the jury trial process and hovJ to prepare.
•Moa)
derator Wrlham F. Grob (Tamp ,
Speakers: Thomas D.;Arn•(Phdenix).*Katessa"Cliarles'Davis,(LosFAngeles) '
Leah'C Livel
y,(Portland) *Er -A.Jodd.(St..Louis)
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T.f@e proper handl7ra,g of vUo'rkplaceyinvestigatrons of.;ail types rs critical Jan'thrs sessron'for.an °
r L; interactive workuslop,on trategies:f.or successful investigations,and a`ri=vealing,look.atsecrets
'
for,u `es' en'tral facts in.empl'oyee complaints. Learmfrorn the,panelists h`ovJ to lead
your company s rnyesfigative effdrts;'reduce;exposure;collar theJtsy and•avoid,getting
tied up in•litigation"°
Moderator Timothy A Garnett{St Lours)•
Speakers: Maria Greco Danahe"r,(Pittsburgh) *'Deennis A. Davis, Pai.D:(Torrance)
Jathan"Janove(Portland)*Pafti C. Perez(San Diego)
(Peneiting Fisher House)
Enjoy one of the most visited places ib all of Texas,the,legendar
'San Antonio River Walk. Board one of the riverxboat rafts just•outside of
hot
the' el,or walk;along the.river'to'La Villita's Cos.House for dinner.and
entertainment at the picturesque outdoor amphitheater, Arneson River
r Theatre•The evemng4wa(I,inclruderanachis,fiJarnenco dancing,outstanding: , cORPUR�'�g °
- -1;. r r.� "�. 4 r r• * f r r - `� r�..a � - � r n r ,
f 4 `local#are and great comp,anyr AVi
rid;Jost b��Vattendl�g you irvilltbe€s,upp�rtirig a �i '° .:
greaVorganrzation'tliat provides support for mr4tary3famrl(es FrsE�;er House; Inc 1,
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7:00 8:30 am Registrafion and Breakfast 1
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7:30 815 am Pre-ConferenceSpecial Briefings
Topics will address the absolute latest employment 1646 velopments and wl be announced
approximately two weeks prior 1016e program:
830 `8:45 am Welcome to San Antomor
Mayor Ivy R.Taylor,City of San Antonin 1
Kim F.Ebert,Managing Shareholder[Indianapolis]*LayurenceD Smith[San Antonio)
i
8:45—9:00 am Workplace Strategies 2015 Everything You Meed#o Know ;
Joseph L.Beachboard,Program:7 dderaior{Torrance)'
9:00—9:10 am Special„Guest Introduction and Remarks
0 1 / . . e / e
te. � � D � • o r I . /I I
and EmPiok,.eQ;Ben6fits,VS.Chaimbpr 6f'Commerce
a_
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9:30—10:15 am Panel Discussion:The Impact of Immigration Reform-=-or Doing N6thmg for Employers
Immigration continues to be a significant workplace(arid societal)issue How inrill either reformor
the status quo impact undocumented workersand employers?How should employers plan for reform
measures and the changes they may bring?;Our panel of practitioners andbbrnmentators willfocus on
the current climate of immigration reform,the'current status of egrslatve efforts,Presitlent Obama s "`
executive action,and how it all affects employers.
i..
Speakers: Whit Ayres,President, North Star-OpmiorrResearch*Randal K Johnson,Semor ice
President,Labor,Immigration,ar d,Employee Benefits, U S Chamber of Commerce
Erin K.Kitchen,Executive Director,G/obdbiversrtji.b Inclusion and Employment Law;:Dell lnc:
Andrew W.Merrills(Raleigh)
10:15_-10:45 am Panel Discussion: Employment Litigation 2015 Sty1�=Trentls Risks;and P:redrehons"
_ —
Employmentlitigation adventures abound again for employers iii 2015,Our panel of employment
litigators will discuss the latest statistics,trends,asks;and emerging areas of liabihty:This disc.ussion
is always a popular,if frightening,component of the program
Speakers A.Craig Cleland(Atlanta)*Jeffrey C.Lbri (Houston)*Danielle Ochs(San Francisco)
10:45-11 15 am Break
o ,
s s a;u
1 8'qn Going#®�egas�A id>ing Abuse and Misuse of thb-f-MILA
Every employer wants to comply:with t)ie F,MLA,but also would like to curb misuse.and abuse.
The regulations make it tough to•tighten�down on employees W o maybe taking improper
advantage ofstatutory;Jeave nghts Jorn this breakout session to learn which actions employers
may lawfully take;to reduce abuse:
Moderator Christopher E Moore[New Orleans/Houston)
Speakers` JohnGerak(Cleveland)*Cariilyn A.Russell(Houston)
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2 , I Baekgreurud Check,®�N tai 1ackgrond CifieckThat is the.Qttastimnt
Employes that`fail to conduct backgroantl checks risk lawsuits.vuhen an employee causes harm
Yet,employers,fhat do conduct background chenks have been under attack by,#he EEOC and plaintiffs ,
`attorneys looking to create class actions titof,technical violations of the federal Eair Credit Reporting
Act(FCRA)and state min+FCRAs Atld to that the growing list of states and ernes with ban the box or related
restrictions,andan employer's hQadaches increase exonent+ally This session will offer practical strategies
for using background checks i
Moderator Robert E 8ettac(San Antonio)
Speakers Elizabeth S Washko(Nashville)*.Step- -n . Woods{Greenville)
3 'B'he Three,s q$the;R-_ . 6'ohpgQS PCA;an �apl+p
fie fSlLtiB has dramatically expanded employee:rightsecid redefined what pontluc#is deemed protected
concerted activity(PCA)under the National Labor Relations Act,while 6m+ting employer rights to have
reasonable policies to protect people,property,and profitai ilrty In;the recent Purp/e;Comrriunica6h'
tlecision the NII B held_h :. . ployee' who are given actress to company etec, potc communications
systems have the right to use emails to engage+ri PCA Qike union organizing) This session vudl discuss the
impact of Purpla Comma Ii icons and other recent.Board cases,and provide strategies to help employers comply
Moderator M Baker Wyche,lll(Greenvlle)
Speakers, Maria Anastas(SanFrancisco) Mark G Kisicki{Phoenuc)
4 Deep tri the 1}losart ei`Texas-�anpinj�ent a�n► ®r Teexas�mpl®vers
7fiey say every#hing is b gger in Texas What about employment litmgatron and luny verdicts?Join tear panel
of Texas"employment lawyers asahey explain the:many Things employers:need to'knovu about the,""vagaries of
employment latiu and managing a workforce:in the Lone Star State
.Moderator. Bfuce A Griggs(Aus#tri) .
e ' ''c eel 13uc an 'Dallas *Michael D :MitchellHouston .
S eek rs. Mi h R, h an 4
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eetgag the iit9ilandete Uedpirstanding Affordabile Card Act Peaa�ttses and Uetenses
The Affordable Gare Act;{ACA)cgntinues`tq confound employers:This session will inclutle,a detailed review of
penalties#hat may be assessed against employers thatEhave not met the mandate for 2015 The panel will`:also
AIsI I%., ,fhe reporting obl gat+ons,.expla+Hing how the IRS;vudl use:that information`to evaluate compliance:with
th3:ACA and to issue assessments,We,w+ll also discuss strategies for establishing defenses to those penalties
-Moderator o6!` (Budtly)Daniel(Greenville)
.r
_,
Speakers Stephanie A Sm+ttiey{Indianapolis) Timothy G Verrall(Houston)
6 . (eepeng U�nth the �OC 'ifhe Latest imp+ tCiern and Praetoceinittatitres
Join this sess+on for the very latest developments regarding the EfOC s systemic initiative and what employers ,
need to do to success#ully tlefentl against the ag, -_.,class mvesfigafiorls and litigation cases 1Ne will
discuss the majorrecent ru)�ngs,;while offering;pr`actical a_deice fdr a�oitling mistakes—and how to navigate
.
through them when theyoccur
Nloderafor Peter 0 Hughes(Morristown)
Speakers Anne E.Larson(Chicago).. lance W)tcher{St Louis)
T ratreas@ag`thn Mage acid Her t�cishsarRt9W—fatei�l�s,�orliant�ers,Jindiap�ndeni'Ceetraietoirs,.;°
6d-068
L!tigatioti by contingent Workers"continues to.increase;Class and collective action lawsuits involving novel
aegal,theones under state law are increasing in widely publicized°efforts to m'axiniize the chances:of early ;
t 'e: ' and:benef+t
ton vuit h tax
(and freguentlylarge)settlements Withthe increasing deed for flexiblestaffirrg,a g ,, h
incentives available to employers that use contingent workers,the risks(arid litigation);wil'undoubtedly
:.. ; rid rovideke take=aw�'`s li
continue.This session will discuss the latest cases;theor+es.of liability,.-a p y . y
Moderator Gregg M Lemley(St Louis) ;.
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Speakers Brian J Gershengom(New York City)�Margaret Santen Hanrahan(Atlanta);
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77
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8. Managing EtaPOeyers' t®p 10 BugltvessA Cha6ienges
Business immigration lauu has not kept pace with;the demands of totlay'swuorkforce
Employers face uncertainty in hiring antl"retention due to the shortage of H-1 B professional
work visas and the difficulty of obtaining i.:1 B visas for intracompany transfers After securing
a work visa,it�s'challengng to comply vvith the Jmmigration laws when business operations
require that employIl discuss these antl other heatl scratch"ers
in President Obama s executive action,ICE,enforcement tactics,global trenrjs,and more
Moderator. Sarah J Hawk(Atlanta)
Speakers: Jacquelyn l?"-Maroney tAustm)*Stephen H Smalley{Raleigh)
•• 1-30,pm .
• 1 6 AEM Kathleen Parker, o •i •
4
Kathleen
• • columnist whoseopinion pieces appear in over 11 4
-nns.(and regular appearances ont�levision news programs),
csjanging from politics to popular culture.
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1:30—1:45 pm Break
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D • • Q 8 '�
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43.. •• � m ,Pkv x.R may+.M'"'� .a. hk. _
1. Knowing When to Say When Mfid6e lllardshlps finder the,ADA
Employers often feel stymied by the ADA process;primarily because they'do not know when
they are safe in saying that an accommodafion�s;an"undue hardship' What tlo the courts
say about what constitutes an undue hardship?Join our experienced panelists for,a step.ky
step review of the undue hardship analysis,sp you will know,when to say when "
Moderator: Penny C.Wofford(Greenville)
Speakers: Burton D.Garland,Jr.(St.Louis)*J:Robert McCormack Nampa)
2. Preparing for Pandemics—A Guide fbirlinplloyers
From the Ebola virus to swine flu to measles,pandemics(antl the fear of them)can cause.
extreme and immediate consequences in the workplace These can include employee safety
and productivity issues,customer concerns,and even litigation ,Preparation and awareness
are key,and multi-disciplinary collaboration mustoccur to successfully navigate these crises
Joinour panelists for a discussion of the range of issues at stake and.for suggestions on how
to makesure your company is prepared.
Moderator Michael Oliver Eckard(Charleston)
Speakers Jana,,-S.Baker(Dallas)*Katherine Dudley Helms(Columbia)
3. Breaking fllev ilopment�in Whistleblower Lifiga$aprt arld etfoas aroeet
Wbistieblowetclairris:ate.hot run-of-the-mill,garden variety employment,retabation clams.
The stakes are high,because the:consequences of handling them improperly can extend to
regulatory action;and litigation=orvii and criminal—that can,profoundly sffect tha';cornpany,
its"executives;and its lawyers.Staying on top of developments.in this high risk area is a
top priority for-M4.ouse counsel and compliance professionals.The.panel:vvill discuss
treakingdevelopments„in rase1anr and enforcement initiatwes,:antl how to:best prepare
for antl.atldress the-wave_of,whistleblower claims
Moderator Paul'Lancaster Adams(Philadelphia)
Speakers Margaret H.Garripbell(Atlanta) Theresa Donahue Egler(Morristown)
s .
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4 lftonsoeaaPaiTheInteret oTengs Dons for Eployers'
In"these days of waarabletech,facial recognition,and fitness devices posing as wristwatches,new
sources tofdata regartling'employees'activifies(and their 8a,4y Jives)are intruding in the workplace-
and being,introduced as evidence,in employment cases Employers`need"to be prepared fora new realm
of data considerations The panel will discuss data privacy issue spotting,dangers regarding data`pr'ivacy
that man em to e
( „" y, p y"rs unwittingly disregard on a daily basis),and the impact ofnew=technology on the
workplace andemployment law
Moderator':-.'Hendrik Mu"schal(Berlin)
Speakers Michelle J LeBeau(D.etroit(Metro))*Ruth Arine Collins Michels(Atlanta)
5 T+np 1 iD Piarnto s"�tterhey. #pcs—And How ts��v®ad Falling for;Them
Lawyers W_6P represent employees know how to spin the evidence.against employers They can
make the fury think you did something wrong,even if you had the best of mtent�ons';This presentation
addresses common;strategies used by plaintrffs'lawyers in°court to paint a_pictur-Picture an incompetent
and/or insensitive HR representative,inhouse counsel,supervisor,,or company Topics mctutle common
pitfalls in'th, areas of workplace riyestigations,disciphne,.termination,white collar exemptions,
digcrimmation,andharassment,among other issues.
Moderator Elizabeth A Falcone(Portland).
pea
eskers Ted D:Meyer(Houston)*-Christopher W Olmsted(Sang Diego)
5 Trasts'tioging jt ilork:The o erat Employers Guide to Trensgender Ea�aployees
Transgender employees frequently report experiencing discrimination at work This session will explore
how employers caneffectiely work with employees who seek to transrtton'genders;m the workpl'a`ce
The tljscussion will inclutle<developinent and yin mentation of effective transitioiraction:plans and l ow
to deal.with unique;'situations that may arise relating to an employee's gendertransition
Moderator.* J Howard..Daniel(Greenville):
Speakers: Kelly S Hughes(Charlotte)*Nonnie L.Shivers(Phoenix}
7 Around the Globe f�ath'gndeperadent contractors and Contahgertt iNorkers
Issues an Challenges
Whether exploring markets abroad,inherrtmg a workforce m an acquisition,or attempting to structure
employment abroatl strategically,there are;many legal issues associated with tising:ndependent
contractors and confingent.workers;around"the world This session`will discuss the pitfalls of.
misclassification,the role of staffing agencies,antl the use of fixed-term employment,referencing
specrfic examples from around the-world The panbfwill also.offer practical advice and tips on how
and vv ento use these kinds of employment relation'g I and how;;to avo d.`or,rf necessary;manage,
resulting litigation _
Moderator. Carson G Bumham(Boston)
Speakers 5imon.J McMenemy(London)", Ch is;'R Pace(Kansas
0 lix for 401(k) Retirement Plans: I.ate'Remettances and®#hirr Corrections'
Fixing what ails their retirement plans has become"a regular partof;the fob for many in house
counsel'and HR/benefits rofessronals.ln this session, learn about anticipated changes to the
p
IIiS s Employee Plans Compliance°Resohition System (EPCRS)antl the DDl ;Voluntsry Fiduciary
Correction Prograin(Vt~C0).Be pati'of the"cure and hear what our,panel hasaiscovered'working
with clients m a broad range of indistriesao remedy an endless range of problems
Moderetor: .William A.Gra. Atlanta,
Y
o r a ` Atlanta David S .Rosner UVashin ton D.0
S eskers: , Chnstrna M.Br xte m n ) ( .)
P
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I. High Tirates t161anagln L+ega)l- iflarlluana apd the Workplace
With more and more states passing legislation allowing for medical antl recreafional manluana use,,;;
employers are faced with a;new:set of dects�ons.and problems This session will discuss the latest`s
developments in#fie budding'area of;marijuana and the u+iQrkplace;including (1)recent court
decisions and their impact (2)recent state aws/referendums passed,pentl:ing,and`defeated
(including the particular impact of some states medical inanluana"anti discrimination"provisions),
(3)safety concerns;(4).the EEOC's recerrt'.attention to tlrug testing;;and.(5)best practices-or
dealing with all of this. ,
Moderator: Helen A.Palladeno(Tampa)
Speakers: Michael Clarkson(Boston)*Austin E.Smith(Denver)
2. Knock, knock,It's the Government. . .And We Are Here to Help You
The NLRB,EEOC,DOL,and other federal agencies have increasingly used subpoenas,unanr ouhc,
on-site visits,audits,and expedited litigation as part of their enforcement tactics What specific legal
rights do employers have when faced with a state or federal enforcement invest�gation�What steps
should employers and their in-house counsel take to properly respond and 64d,'66-
employer
void liability?How can an
employer protect against overzealous tactics?This session will cover these-topics and more:
Moderator.• Roger G.Trim(Denver)
Speakers: Christopher James Meister(Phoenix)*Alfred.B Robinson,Jr'_(Washington;DC)
3. What to Expect When Your Employees Ares,Expecfgatg: Prolections for:��egnal�t Yll+�rkors
In 2014,the EEOC presented employers with a nevu.bUndle of Joy its guidance mandating
that employers provide accommodations to pregnant employees. fiiI&the Supreme Court's
pending decision in Young v. United Parcel-Sernce will Hopefully provide some clanty pow q
Title VII and the PDA require such accflmmodations that ruling will not affectthe EEOC s position
that the ADA likewise requires the accommodation of pregnant workers This session will address
this fast-developing area of the law and:provide�lessons from recent high profile fury vertlicts
Moderator. Jonathan 0.Harris(Nashville)
Speakers: Lara C.de Leon(Orange County)*,Rose M:Jennings,Director Employment and
Labor Law,Advanced Micro'devices,Inc
4. Unfair Competition and Trade
Secret°LAW-,.Recent,®evelnpments and Hot butt®n Issues
This session will examine current issues involving enforcement of`restnctive covenant agreements v
in multiple jurisdictions,employee.pirating agreements between competitors,antl:tfe theft of
competitively sensitive information,electronic or.otherw6 i The session will also cover the use
of injunctive relief in state and federal courts in litigation against employees`who Have misappropriated
confidential information and trade secrets,who aresolic�ting clients and employees;or who.are
lating non-compete agreements.
Moderator.' John G.Stretton(Stamford)
Speakers; . Brfan:D:McCarthy,Chief Employment Counsel;;Arthtir.-ii G llagher tt•Go .
Tobias E.Schlueter(Chicago)
5. GSHA atalrty and Catastrophlc Injury Investigations:Ililacagetnent a�ad Response
OSHAfatality and:catastrophic.'injury or illness investigations pose,unique challenges,especially
for those;who are not usually on the front lines of safety compliance for their organizations.In this
interactive how to"'session(#eaturing example scenarios),the panel will,cover;whether and how
to prepare-an internal report;how to deal with coworkers;'famuy,medmi-And:law enforcement;
how�to analyze potential,general liability exposure,:how toselect and work,with appropriate
experts;;and how ao set and manage expectations and outcomes.
Maderator David`E.Jones(Atlanta)
Speakerss .Donelle R,Buratto.(Detroit(Metro))*`Phillip B Russell(Tampa)
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6 :T1De Last Stand The Cr®ssroad;between{reonegrat®n Lava and Employment Law
There is a mmefieltlwhere immigration law'and employment law intersect How should an employer.
respond upon learning an eritployeewho is now legally working in the United States falsifiedimmigration
documents'in""the past?How shoultl;an employer ilan. b an allegation from the,Office of Special Gourisel
of a pattern and practice of tliscrimination.for(over)zealousness in seeking immigration paperwork'
This session will help employers-.1i qq ify and proper,. address these_and.- ' othersrtuations
Moderator Mana 1 ernanda Gandarez(1Vew York City)
,�-.
Speakers Linda Claxton(Los Angeles);*Christopher L Thomas(Denver]
.,_`��.�,".
-7 l:iglat or SMel ��fective 111ego�ation Strategies Yn C➢ass Adteon Lit�ga�on
Mos#p na. cttons settle—butsettling a class actio a�s a lob more compl�catetl than set#ling'most , ,
employment litigation Peek_behind the curtainand observe the unique dynamics of the negotiation
of a class action settlement:Learn the tricks of the trade and dynamic strategies to properly:value ;
and position your case for the best settlement
Moderator` Patnck+F Hulla;(Kansas City)
Speakers ;Reid C Bowman,General Counsel8 ice President of Errterprise Rrsk Management,
Towne Park,LLC Evan R Moses(Los Angeles]
6 EI;@SRS tifltrnotaryRemrad�es Cninttnared Uncerf#aorrty troy Fidctiotartes:
The plaintiffs bar and the courts continue to push the envelope on Eli1SA monetary rem6dies. at
leavesfidupianes with increased exposure In`this session,experienced employee benefits'digators
will discuss'the currenf:ti s ofthe law`and pro}ected trends based on recent developments More
importantly,�our employee benefits litigators will also explore the potertral impact'on your organization
and its employee benefits plans;and provide practical advice on how to avoid of minimize thesenew nsks
Moderator: Bnan'D.Lee(Morristown)
Speakers; Eric P.Mathisen(Chicago) Mark E:�phmidtke(Chicago)
3.30 3 45 pm 'Break
3.454 30 pt0 ' Panel Descusston Sensttiv6"uncomfortable;and Awkvuard-Strategies foi';l gducing Risk;
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With�,problemafic;Entployees
Every vuorkplace seems to,have at least'a few unusuallyproblematic employees-and they seem to occupy
more of he'time of the;HR and legalteam thanall the other employees combined ThisAsession,will provide
some practical insights;on all'too.comm'on,yetawkwardly complioated,problem employee situations,
including the aromatic employee,the.whiner,the deflector,the BYOD employee; he space invader,the
dress code violator,the;TMl=er;the all=around jerk;and more.:
Moaleiator James M McGrew(Atlanta]
Speakers JiiI.:D Arnold,Senior Corporate and Compliance Counsel,Angie s List,Inc
Trina R LeRiche'(Kansas City)*Airthony L.Martin(Las Ueges)
4 30 5.06,oThe Wacky World of 6i0loyment`Law
Back again by popular d`em' d this semi informative but always entertaining session will review:-the
most unusual recent employment lave developments.Don't miss'the fun with oui presenters humorous
and insightful look at the wackiest employment;cases►
Spepkers :Nlebssa q.Bailey[CNashington,D.G j Joseph T Clees(Phoenix)
t ,
5:00 5 j 5 pm Closing Remarks and Farst'Priae Drawing
5.157:00 pm �A Taste of San Antonio .
Everything is bigger in Texas ...;.and this;event will#rt that bill.Join your friends and �;_ ,_
colleagues for a hosted reception at"Tlie Grotto,'"where;you will experience a distinct �' � _ t
atmosphere reflectingthe best of San Antonio Hors d'oeuvres and cocktails will be served ` k
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I it seraaa¢ziHg,Ertaplpyeae'srrcces Tutor h Effective Qhboareling.
Studies show that every year 25 percent of the U.S.workforce experiences a career transition,50
percent of,hourly workers Leave new jobs within,the first 120 days:A successful on,oarding program
can help reduce un wanted turnover,,increase job,satisfaction,clarify delivery expectations,objectives,
and jumpstart business relationships This session focuses notonly o6 the legal aspects and
importance of onboaid,ng:(e.g.,offer letters,background checks,I-9 compliance,employee handbooks)
but also on.creating an onboa"rding program that helps new-litres adjust to the social and performance
aspects.of:tlieiroew jolts,
Moderator:. Timothy W Lr�dsay,(Jackson)'.
Speakers: Jennifer L Colvin(Chicago) Jennifer's Rusie{NashVille
)
Z rhe= ex-Marrltage.Benefit Plata Administratieaaa'Issraes Fir mpinye¢s
The Supreme Court's 2013A striking down a key provision of the Defense of Marriage Act
continues;to impact employers in 2015.Subsequent`1►tigation,guidance:from federal regulators and
state legislation require many complex changes to the design and administration of retirement,
health;and welfare:benefit plans.Join this;`session for a focus on strategies to address existing'and:
emerging benefits issues regarding.employees in same-sex relationships:
Moderator. William A.Gray(Atlanta)
Speakers: Ann Carr Mackey(Indianapolis)*.Daniel T.Sulton,(Greenville)
Sol6u link You're Legal?Improving orrr I-g, C Verify;nrssi vlv a Casrrapll�flce Practice
Thisses;tbn will help identify,potential areas of weakness�in�your current"comphance.regime and
provide guidance for strengthening these practices;The panel will;discuss practical problems and
solutions for resolving common compliarice issues as well'as how to;address new situations arising
from the president's executive action on immigration:
Moderator:'_ 'Lee Gibbs Uepret-Bixin(Columbia)
a
Speakers: -Leigh N.Ganchan(Houston)*Jay C.Ruby(Atlanta)
4.: .itif at 6 o WARS"arrg lill tdwa for tlae l�nw t y
The Worker Adjustment Reframing and Notification Act(WARN)is'a complex statute,underwhich,.
yiolafions can.occur.after.the fact";and.in unexpected circumstances.Employers that are focused
on business exigencies may misssome of the,key details.ofthis important statute,'!his session _it
.M , covercomirron WARN"gotchas,. specifically addressing,recenthigh-profile situations.
tG..-
Moderator. John T.Merrell(Greenville)
Speakers: Gretchen W.Ewalt(Raleigh) James H.Fowles,111(Columbia)
5. Ile ithc;�re and Life Sciencesir$g Issues for Employers
Healthcare and life Sciences em to ers face a hornet's nestof Tessin and often uni ue issues.Challenges
p. Y P g q
include obligations and limitations on immunization programs,;.pregnancy and other accommodation
` concerns;EEOC challenges�to wellness programs;restrictive covenants in physician and nurse employment
agreements,and emer in best practices to avoid:anti-kickback,False Claims_Act and
Code
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Violations.Join our,experienced panelists for a lively discussion of these and other critical issues.
' Moderator.. Leslie'E.Wallis'(Los Angeles)
Speakers: MarkN.Burak(Boston)*'Robert R.Niccolini(Washington,D.C:)
12 "
OqletreC WORKPLACE
UnS STRATEGIES
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6. Retail and Hospitality Roundtable--What's Keeping Employers tag at Night
Join this panel for an interactive discussion of hot labor and employment topics for retail and
hospitality employers and best practices for addressing.ea ch issue.Topics of special int4e446
retail and hospitality organizations include:backgrountl checks;sick leave laws;.,,dress codes and
religious accommodation requirements;wage and h-our compliance issues;:joint errplayer.issues;
and more.Bring your questions and scenarios.
Moderator.• Kenneth B.Siepman(Indianapolis)
Speakers: Guillermo A.Escobedo(San Diego) Cecilia T.Gordon,Director,Goulston ft Storrs,PC,
Diane M.Saunders(Boston)
7. Organizetl l;aaaplayers Beware: Never Legal itfalis Courtesy of
a the NLI16'
The NLRB'has issued multitude of controversial:decisions significantly impacting unionized
employers;Many of theml ecisions create.newaegal obligations and potentially expensive an
mines for employers What information tlo you have to give to your overly aggressive union?
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Can you ever bion's pesky NLRB charge be deferred to arbitration?
Tl is session will 06usiihe case law"develop men#s and help you avoid costly mistakes
Moderator. WOW Fdck6�(ClbveIan'd).
Speakers: Timothy G,Costello(Milwaukee)*Eric C Stuart(Morristown)`.
8:30—9:00 am DAYTWO_CONFERENCE KICK OFF
Homer L:Deakins,Jr.,Chairman Emeritus(Atlanta)
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9:30—10:15 am Panel Discussion Not Your Fathe •s NLRB--Strategies for Employers
From ambush elecfions,to the right to.use employer email systems for union orgamzmg to new rule.,
applicable to collectwe,bargairiirig and tabor arbitrations,the legal landscape for:employers has changetl
dramatically in recent months,;What should employers do now and what more should they expect m
2015 from the NLRB?Uur panel of seasoned labor practitioners.will offer a lively discussion on the
new changes and how--employers cavi prepare.
Speakers: C.Thomas Davifll\lashville)*Brian E.Hayes(Washington,D.C.)
J. Phenise`Poole,Associate General Counsel'Omnicare,Inc.
David J,Rittof,'President,Modern:Management,Inc.
10:15—10:45 am Break
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. The NR� &��bl✓asusse� �antonaees
The discuss"o -bout developments at the NLB'B continues with,e current and former
Board member,and thehead of Oglexree',Government Affairs Bring your questions and
attend;thiiiqeoppDttUhiyltdhtdr8dt'Wi ' eyWashington. qlicymaker
Modeiaior fltzabeth S:Dougherty(1Nashington D C)
Speakers Haibld P Coxson( shington D C;j*Sah E Hayes(Washington,D C)
Philip A Nl'tscimarra,Member,N it'onal L'�bor.Relations Board
. Yaa're:IVa4 ®ss ofi Ma ;Pad 2'lz
This humorous 5ess�on looks at employee behaviors m and outside of the workplace that
decrease productivity andlor diminish the orgarnrdtion s reputation and brand We will
adtlress legal issues created,by the nonstop use of smartphones the recreational;use of
rhanuana,the need to post every thought on 7vuitter aril Facebook,Internet surfing,
fantasy leagues;antl otaaer work;time wasters Join our,panel#ora discussion of the legal
antl practical issues con�erning,these activities;,as well as best;prac#ices for keeping
employees#ocused.on doing their obs:
Moderator Betsy Johnsorr(Los Angeles)
..
Speakers Rooney A'.Namson'(St.Louis)*Tracy A Miller(Phoenix}
3. `fi T 0 i0 6J89.�!ilha� ste��s Answer6d
;What are the most common FMLA questions that employers ask?In an eirtertairnng format
chis presentation poses the top:10 questions,invites the audience to weigh m,and:answers
each question Attendees will�leave with�sohd�in#grmation and;more importantly,the
answe"rs to these buifiing questions
` , Moderator Todd J Kaiser(Indianapolis)
Speakers Rebecca J Bennett(Cleveland)*Jimmy F 0binson,Jr (Richmond)
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`'' substantive law-.m California.Whether it is the meet and`=confer process,to address
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„ d►scovery disputes or Private Attorneys General Act(PAGA)c)anns,these differences _
} Ott can affeet:ihe fia�e,costs,ana"potentia)'e3tposure of California)itigatlori..lnthis sessEon,
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experienced California attomeys'will compare a numbei of these`differences to help you:'`
prepare'in advance of battle:
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k, Moderator Jennifer L:Santa Maria{San Diego):
Speakers. Lori A:Bowman(Los Angeles) _Catherine F Duclos:Associate General counsel, .
Technicolor USA,Inc.;*Hardy R Murphy{Los Angeles}
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15 Grand Hyatt Sbn Antonio
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5. Interviewing, Hiring, Monitoring,and Separating:Employees Wath Cont deottiall
Business Information—Tips for Employers
With today's ever-mobile workforce,companies need to make sure that when they hire an:
individual they do not get dragged into a dispute witfilhat individual's former employer
regarding confidential information or post-employment restrictions.More O. P.9ttantly,
companies must take steps to ensure that employees who have access to:confidential
information do not take that information to a competitor.This session will discusssteps
to minimize the risk of receiving or losing confidential information.
Moderator., Sharon P.Margello(Morristown),
Speakers. Paul:Koch,General:Counsel,The Weichert Companies
Vince M Verde(Orange County)
6: 4014kj Fedtacea �es is berg a"laofrge on�oatr Back?
The stakes continue to rise#or fiduciaries_ 401(k)and:other qualified plans as scutmy of
their decisions by participants,the federal government,and plaintiffs'lawyers increases.
Join us for a discussion of fidumary.status and.duties,recent fiduciary litigation,and best
practices for avoiding successful claims:
Moderator: Joel A.(Buddy)Daniel(Greenville)
Speakers: Lorne 0.Dauenhauer(Portland)*C.John Wendell,Jr-(Greenville)
7. Staffing ComPaieies and Worksite Employers: Identifying.. lilts-and obligation-
The use of temporary:and other contingent workers is on,the rise,as are the legal issues
and risks associated with this practice.This session will address employers antlstaffing
firms'respective obligations and potential,habilities undeT;'a number of discrimination,
wage and hour,workplace safety;background'check,and:other employment laws;in
addition to the Affordable.Care Act The panel wil)specifically explore helpful staffing
agreement language.
Moderator. Mark Diana iMorristown)
Speakers: Michael:Epstem;Presrdehtantl CEO,.CoWorx Staffing Services LLC
David P.T-6.tc6ilAtlariW
3. OFCCP Update- Nisi Data Regasests for Federal Contractors .
Last fall,the OFCCP released its,revised scheduling letter and itemized listing for
compliance evaluati.ions ;The ne 14ules make substantial changes#o the content.andJ.
format for repotting compensation data and expand employment activity data reporting
This increases tfie,risk and difficulty of audits for federal contractors.The panel will review
the new requests;fo,r information and discuss how to prepare`for,and successfully defend,
an OFCCP audit:
Moderator Bruce G.Hearey(Cleveland)
Speakers: " T.Scott Kelly(Birmingham)..*Leigh M. Nason(Columbia)
11:30–11:45 am Room Change..-
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111avlgatlelg A'Vil�rkplace®tsri)sher ”.lotect ing the' onlpapy and lis Employees
�roln Further H; um
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Tlis session wdl hel em"to ers riontrze thea res once to:a catastro hic event,organize corporate
: A A y p., A A
antl external assets to,adtlress the?cnsv'Ik i e�termine rootcauses'jwhere they are not obvious),
address employmen#eoracems:in the immediate hours,days I.Arid weeks efter an event,manage
customer"relations,and handle investigations by governmental agencies The experienced `
presenters have viroi ketl"vu#h emp p"fs during these#ype5 of crises and will share their best
tipsfor nav�gating'these tlj.fficultsituations
Ntoderato Carmen J DiMana{Mornstownj .-
Speakers, Margaret S Lopez,{1Nashington,D C) Hal A Shr)hngstad(Minneapolis)
l Id Slck l.eae►o l.aW&s .0 M Il;hall Ages r Emp6oyers
. Given the.growing num,.er of states. _... �' ' c "'l ties passing paid and unpaid srdk leave laws,
employers have to ensureaherr policies comply with these grovumgobligatons Jorn this panel
for an overview aril discussion of the states and municipalities that have"paid and unpaid sick leave
requirementsan`d;hove employers can draft_policiea to comply with these various laws This session
W4
spscrfically address,vvhether#o have orre,comprehensiye policy or.multiple policies to comply
with various statei and local paid sick leave lavas, -
Mloderatn Charles 1 Thompson San Francisco)
Speakers James M."Barrett(Portland)*Matthew K.Johnson{Greenville)
3. �anhush,Utaloiim lectlott ll;ules llUhat)Employees l�lust®o '
The NLRB's new i quickie,".or'ambush, union electron rules are perhaps the most sweeping
change inthe union campaign context rn many years These new,rules will_tlramatically,impact
union campaigns;.,giving.,employers very little time to respond to union organizing.efforts:,Onr
panelists vvrll build:omprior sessions and provide on in depth look at the neva rules,wha#they
mean,and what.employers need 10,do now to�help avoitl a_ .ambush'
Motlerator. Fretl 1lU Suggs,Jr (Greenville)
Speakers: Mark M Stubley{greenville)ik Douglas M Topolski{Washington,D C.)
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4 -Aiod`poet vThotlgltt 6P__$ nla�!)tas Differ,aeot�, ay Voilnq flushness Ifi 1Vlexl6o
s
For those employers with a workforce m Mexico;knowing:the country's unique employment
laws is critical From maximum workweeks,to snantlatory bonuses}antl profit sharing,to unique
rules governing the employmentselatronship,Mexico's rules are,ex#ensive'and different-in:man
y
respects:Join the managing shareholder of our Mexico City office for an in=depth look at
employment law oath of the border
Moderator Kem,S Reisdorff{Kansas City]
r Speaker.. Petro StraiiGno-Rodriguez{Mexico City)
n `r :P.. Fro�oiq, irlg i 1'roseiysii r>ig---a elogiolm A colet da ons�n ��ltpla�e .
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Religrousaccomrriodations continue to`be an area:o#"uncertainty for employers What constitutes
a religious betiiO WfIat is a yeas, ble.accommodation and an undue hardship m s; wen contexts":
I Join thissession for an ovenrrew of the law ofi religious tliscnmination and;accommodatrorr.,
r Qbhgations,the EEO ' �posrt►on,recent case developments;and best practices and training'trps
.-
t Moderaiar Marc;L.Zaken(Stamford)
fir Speakers:` Margaret C.AHi(Detrol{Metro))*Alicia S:Vol#mer{Dallas)
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6. Intellectual Property in Employment Lave—Protectinig Your Righits Agamst
Employee Misuse and Misappropriation
This session will examine the different types of intellectual-property rights employers need;-'
to understand,including copyrights,trademarks,trade secrets,and patents The panel will
also discuss how ownership of intellectual property,is created in the employment context
and the steps that employers can and should taketo:prevent employees from intentionally
or unintentionally affecting those rights.
Moderator.• F.Barham Lewis,Jr.(Houston)
Speakers: John C.Glancy(Greenville)*Nilesh(Neal)Patel,Member,Frost BTown''odd
7. Getting the Most Out of International Assignments: Strategies fur Glpbal
Aobility.:IVlanagers
Global mobility assignments present tremendous opportunities for multinational employers
H
owever,_if not well managed and planned;they can also create significant and costly challenges,
particularly wheri glp,# employment an immigration matters intersect.This panel vwll tliscuss
hnw to avioid the.expat"culture of,pp Amen immigration,tax,and double benefits nsks.arising
from the cmation of a local employment relationship;"alpha expats"who take'!lie(relo)money and
run;and more.
Moderator. John T.Combs(Denver)
Speakers: Diana J.Nehro(Boston)*,Stephen H.Smalley;(Raleigh)
8. -Va,C-Suite—Dealing With Troublesome`Executedes
What do you do when folks in the C-suite are the ones causing HR>problems or worse,violating
key company policies or standards?These situations raise unique issues ranging from undermining
the company's culture and brand to causing media scrutiny,and can create significant lialyfor
the company Learn how to properly handle the sensitive nature of these situations and'manage
the issues involving bad actors in the C-suite to protect the company from'potential loss.
Moderator. Jacqueline R.Barrett(Philadelphia):
Speakers: Alexandra A :Bodnar.(Lo's_Angeles)*Thamas A a attel(Detroit'066A.
12:30—1:15 pm "LUNCH WITH THE LAWYERS". ,'.
This unique experience allows:attendees to discuss wliat they have learned and best practices.over
lunch.An experienced Ogletree Deakins attorneywill be'assigned to each table to respond to questions
and facilitate discussion
:
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1:45—2:30 pm Pardon The l.nterruptionl,Workplace Strateglies'`Style
With so many`top�cs;to choose from,you can`.t attend them all,So.we've asked speakers from the
most popularbreakoufaessions to promdi§highlights and key take-aways from their sessions,all
while on a shot clock:It will be fast paced;fun,and interesting!
2:30—2:45 pm Main Conference Closing and Grand Prize Drawing
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. .dist Cdr�tury G rpurato'Cbm0fiance,Frogroms:"S ►aa ssf at t qs pn and
'�r�lat�hl�rtt�tir�ra
In the wake of,the Enron scandal;'the Sarbanes=Oxley Act,antl'the Dodd-Frank Act
along wuth an r?xplosion,in False Claims Act claims=organizations devote substantial
res luriieito compliance.in hopes of limiting exposure and fostering a compliant' ,
workmg_envjronment Some encounter:challenges Jn striking a balance,between
following the advice of comphanee experts and:giving unto corporate pressures
related to expediency.(and the bottom line) Thissession will help employers to"rrr'
`best pracfices ;into reality Topics will include codes of'conduct;'federal`sentencing
hnes, the;Eore� n Corru f Pro' ices' ti.emer in whistleblower issues,
:guide. 9 p, 9 .9 a
and more
Moderator 11leri Toth(Cleveland)
Speakers Charles E.Engeman>(St.Thomas)*Benjamin R.Holland(Charlotte)
"Mark N.Mallery(New Orleans)
2. Theits' ap orrsialg--� ti# rs�ia_ ir�p@o in Law update
Y P for employers to navigate
Another ear;another set of new tlevelo ments m California law.
From cellphone reimbursemenfito the:.paid sick-leave`law,to anti=bullying training,there
is plenty to discuss.Join our panel,which includes a member of Californias Fair:Employment
and Housing Council;for a discussion of the very:latest_develo'pments and whatthey:mean
for employers. "
Moderator Kelth.A.Watts(Orange County).
Speakers Douglas J.Farmer(San Francisco)*Patti C.Perez(San Diego)
Robert R. Roginsori(Los Angeles)
& What Safatyy rofessionals ant You to l 666 Abak Workplace Safe
HR,managers.and m-house counsel may-have oversight responsibilities With respect to
�C wuorkplace safety,but:it'is the safety professionals who are m the trenches every:day
x�. . .
r This'session as destgnedao familianze HR and in'hou'se counsel:uvith need to know
information about both safety and 0 HA,comp I e,include"ng fundamental dos and don`ts,
how advanced planning can#acilitate'the; management"of an unannounced visif#rom .
DSHA;and key-elements of—and the'business,case for--a comprehensive workplace
safety program;
Moderator. John"C.Artz(Pittsburgh)
s- Speakers: John F.`Martin(UVashin.gton D,C.) William S.liutchow(Nashville)
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Oqletrm WORKPLACE
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4. How to be a Super Sleuth: Preparing for an., C nducting Effective
Workplace Investigations
This session will discuss best practices and recent legal developments in the
ever-changing world of workplace investigations.The presentation will identify
strategies for gathering facts,preparing for and conducting interviews,determining
who is telling,the truth,preparing reports,and follDwing up with the key players
We will also discuss related risks,including potential ethics issues and a brief
overview of the impact of a union.on rove"stigaWhs,We will conclude with a list
of best.practices'and how to implement Them
Modprqtor pe's,C. Pennington(Birmingham)
Speakers, Cynthia A Bierner(Nlinneapohs)*Michael H.Cramer{Chicago)
Ann Plunkett;Principal,Workplace Partners,Inc.
LIZ 5. Representing the Company Zealously While Wt.tosiq Year Licence(of Your Soul)
(CLE Ethics Credit Anticipated)
Experienced litigators will offer advice regarding ethical issues m)itigating on behalf of a .
corporation.The presentation will address general ethical situations(e,g.,how to determine
who is;your client and what to do when you are aware of illegal conduct by management)
as well as ethical issues in litigation(e.g.,the need to determine the truth and how to
control the costs:of litigation while zealously representing,your client).While;attorney-client
privilege and internal.:investigations are frequently,addressed,this,.session is designed to
tackle other,more complex.,ethical issues.facing'in house'counselwho manage litigation.
Moderator: Denise C.Villanr(Dallas)
Speakers: Spencer C.:Skeen(San Diego)*Krisfin M.Snyder(Dallas)
5:30—7:00 pm Special"Wrap Recep ion"
Kick off the weekend with the spirit of the O&Wbst on the banks of the River Walk at the
1 14
Lonesome Dove.Wear yopufavonte western attrre`to-this shindig of hors d'oeuvres and cocktails
Prizes will be awarded for the best outfits►
AMM
Aft},
!. .t �• � � o ``awe 19
Post-Conference bteffftive Sessions
Saturday, May 16, 2015
8:00— 9:00 am Breakfast and Roundtable Discussions
9:00— 10:00 am SATURDAY KEYNOTE PRESENTATION: Actions Speak Louder Than Words
Jan Hargrave, Jury and Body Language Consultant
Jan Hargrave will explain the ways in which our body language communicates to the world around us.
` She has conducted training for leading corporations, has been featured on multiple television shows,
and serves as a jury consultant. In this interactive and entertaining session, Hargrave will lead attendees
through a lesson in nonverbal communication that will help employers increase productivity and create
successful teams.Attendees will also learn how to read the nonverbal language of employees,
co-workers, and themselves!
10:00— 10:15 am Break
i 0 .
1. Everything I Needed to Know About Employment Law I Learned at the Movies, Part 2
Back by popular demand,join us for this fun look at how seemingly everything that happens in the
workplace also happens in film.The movies provide ample examples of what not to do in the
workplace when it comes to employment lwnl issues. Our returning panelists will use classic
movie scenes to cover all sorts of employment law issues, and how they really should have
been handled.Grab your popcorn and candy, and bring your own anecdotes!
Speakers: Brian L. McDermott(I)dianapolis)-* Robert F.Seidler, Jr. (Indianapolis)
2. Hove Would a Jury Grade Your Investigation Practices?
During this informative and entertailriing session, presented by ajury expert and a workplace
psychologist,you will get inside the heads of jurors and learn how they look at employer
investigations (and at you). Issues to be addressed include:a jury's perspective on the role
,(and motivation)of HR and In House Counsel; dos and don'ts that determine the credibility of the
investigation; employer actions and statements that make jurors furious;and whether the
punishment fits the crime.
Speakers: Dennis A. Davis,Ph.D.(Torrance)* Dan Gallipeau, Ph.D., President, Dispute Dynamics,Inc.
3. Problem Employees and Retaliation Claims—Best Practices for Employers
Retaliation claims continue to be the number one type of charge filed with the EEOC. What does an
employer do when a current problem employee claims certain actions are taken in retaliation for
protected activity or claims that certain employer practices violate laws that contain whistleblower
protections?Join this interactive session for a discussion on best practices for legally handling
these situations.
Speakers: William L. Duda(Columbia) * H. Bernard Tisdale, III (Charlotte)
4. "More Art Than Science": Strategies for Settling Employment Cases Quickly
Here's the scenario.after an employer is sued, it quickly concludes a mistake was made.The
employer promptly solicits a settlement demand to make things right.But plaintiff's counsel refuses
to cooperate. He or she submits only outrageous settlement proposals far beyond anything the
employee is legitimately owed.What is an employer to do? Fight,lose, and then have to pay the
employee's attorneys'fees? Give in to the plaintiff's unreasonable demand?This presentation
explores some of an employer's options.
t Speakers: Michael R. Marra(New York City) *Christopher C. Murray(Indianapolis)
;+ Designed Specifically For Attorneys
Prescribed by State Board of Accounts ACCOUNTS PAYABLE VOUCHER City Fom,No.201(Rev.199�
CITY OF CARMEL
An invoice or bill to be properly itemized must show: kind of service, where performed, dates service rendered, by
whom, rates per day, number of hours, rate per hour, number of units, price per unit, etc.
Payee
Douglas Haney
Purchase Order No.
1 Civic Square
Terms
Carmel, Indiana 46032
Date Due
Invoice Invoice Description Amount
Date Number (or note attached invoice(s) or bill(s))
5/29/15 Expenses for 5/12/15-5/16/15 Ern ployment Law Sem.. $1,375.80
In San Antonio, TX, per the attached -----
Total
$1,375.80
1 hereby certify that the attached invoice(s), or bill(s), is (are) true and correct and I have audited same in accor-
dance with IC 5-11-10-1.6.
, 20-
Clerk-Treasurer
20Clerk-Treasurer
VOUCHER NO. WARRANT NO.
ALLOWED 20
Douglas Haney
IN SUM OF $
1 Civic Square
Carmel, Indiana 46032
$ $2,360.24
i
ON ACCOUNT OF APPROPRIATION FOR
Department of Law
434-3002 Ext. Training & Travel
Board Members
Po#or INVOICE NO. ACCT#/TITLE AMOUNT
DEPT# I hereby certify that the attached invoice(s),
1180 4343002 $2,360.24 or bill(s) is (are) true and correct and that
the materials or services itemized thereon
for which charge is made were ordered and
received except
4
20
Signature
Cost distribution ledger classification if TiYe
claim paid motor vehicle highway fund
i