Download the Fall 2012 Catalog - New York City Bar Association

CITY BAR CENTER FOR CLE 

Updated Website 

With Better 

Search 

Capabilities 

Fall 2012 

Program Catalog 

Accredited in 

California 

Illinois 

New Jersey 

New York 

Pennsylvania 

Search Programs 

& Register 

with 

Free CLE 

Mobile App 

visit 

www.nycbar.org/cle 

212-382-6663 

Online Programs 

Live Webcasts 

Course Books 

Now on

UPCOMINg FALL INSTITUTES 

9 th Annual Institute on Corporate, 

Securities & Related Aspects of 

Mergers & Acquisitions 

Thursday, September 20 8:30-6 p.m. 

Networking Reception to follow 

& 

Friday, September 21 8:30-6 p.m. 

Co-Sponsored with: 

The Center for the Study of Mergers & Acquisitions, Penn State Law School 

See p. 26-27 for more information 

The Institute for Corporate Counsel: 

Navigating the Boardroom, the Courtroom 

& the Space Between 

Friday, December 7 9-5 p.m. 

Co-Presented with: 

West LegalEdcenter, A Division of 


1 st Annual Securities Litigation & 

Enforcement Institute 

Tuesday, December 11 9-5 p.m. 

Networking Reception 5-6:30 p.m. 


For sponsorship and partnership opportunities please contact: 

Michelle Schwartz-Clement, Director, City Bar Center for CLE 

(212) 382-6606 | MSchwartz-Clement@nycbar.org 

Use the table of contents on pages 8 to 15 to find programs 

that match your needs. Whether you’re looking for specific practice areas, 

skills trainings, ethics credits or law practice management tips, we have a 

program for you. 

Programs listed in this catalog are referenced by the practice areas 

listed below: 

Administrative 

ADR/Mediation/ 

Negotiation 

Art Law 

Aviation 

Bankruptcy 

Bridge-the-Gap 

Consumer Protection 

Corporate & Securities 

Criminal Law 

Elder Law 

Employee Benefits 

Entertainment/ 

Sports Law 

Ethics 

TIPS FOR USINg ThIS CATALOg 

Family/Matrimonial 

Fashion 

Government 

Insurance Law 

Intellectual Property 

Internet Law 

International 

Labor & Employment 

Law Firm Practice 

Management 

Legal Writing 

Lesbian, Gay, Bisexual 

& Transgender Rights 

Litigation 

M&A 

Programs are held at the New York City Bar Association, 

42 W 44 th Street, between 5 th and 6 th Avenues. 

Legend: 

PP professional practice PM law practice management NT non-transitional 

NTD non-traditional Partially exempt from passport series 

Medical Malpractice 

Nonprofit 

Organizations 

Oral Advocacy 

Real Estate 

Skills 

Small Law Firm 

Practice 

Social Media 

Tax & Accounting 

Time Management 

Tort Litigation 

Trusts & Estates 

Women in the 

Profession 

Live only; not available on CD/DVD or online video replay 

3 

Tips

Online 

4 


ONLINE PROgRAMS & PRODUCTS 

City Bar Center for CLE offers more than 150 live, discrete CLE 

courses every year. Most of the programs are live webcast as well 

as placed online for at least one year. These courses are presented 

by leading subject-area experts from law firms, corporations, 

investment banks, regulatory agencies, academia, and the Bench. 

City Bar Center for CLE programs are national in scope and cover 

a wide variety of practice areas. We are proud that we offer courses 

in core practice areas such as corporate & securities, as well as niche 

and emerging areas including fashion law, art succession for estate 

planning, and the uses of mobile technology for lawyers. 

City Bar Center Online programs are available through several 

online partners. We offer choices as to format and preference of 

providers. 

Our Online Partners Include: 

PHONE 

Three Ways to Register 

FAX 

ONLINE 

212 • 382 • 6663 212 • 869 • 4451 


or try our free mobile app 



Our On-line Partners Include: 

5 

Online

Online 

6 



NOW 

OUR CLE COURSE MATERIALS ARE 

AVAILABLE ON WESTLAW! 

Whether you are an experienced attorney seeking to refine your 

skills or a newly admitted attorney working to build your career 

foundation, City Bar Center for CLE materials offer the practical 

guidance and strategies you need. 

Accessing these course materials on Westlaw offers countless 

advantages, including them: 

- The ability to search course materials using West proprietary 

search technology and quickly focus on the topics that interest 

you within each course publication 

- An opportunity for deeper analysis and increased knowledge 

in a wide-range of practice areas 

- 24/7 access to the course materials allowing for continuous 

review 

New course materials will be added to Westlaw on an ongoing basis. 

These course materials do not provide credit towards your State’s 

minimum CLE requirements. 

PASSPORTS 

Firm & Organization Passports 

Purchase a passport for unlimited CLE programs that will meet the needs of your 

organization and save $$$! 

For more information, pricing, or to purchase a Firm/Organization 

Passport call 212•382•6606 

Individual Passports Are Also Available 

Pay for 5 and receive 1 free! Save $$$, fulfill your CLE 

requirements, and stay current: 

For more information or to purchase an individual passport call 212•382•6663 

or visit our website at www.nycbar.org/cle. 

Hear What Satisfied Customers Say About Our Passport Programs: 

“... the quality of the programs is consistently first-rate and has 

resulted in our renewing our Passport each year. I often receive calls from 

attendees after they return from a program, telling me how useful it was... 

We feel that the subject matters covered enable a broad cross-section of 

our practices in New York to take advantage of the Passport. And, the 

Center is always receptive to ideas for new programs...” “Finally, the price 

is right. You get much more than you pay for.” 

Valerie Fitch 

Valerie Fitch, Director of Professional Development, 

Pillsbury Winthrop Shaw Pittman LLP 

“Our City Bar Passport is a terrific supplement to the Firm’s training programs. Consistently well 

prepared and presented, their programs are greatly favored by our New York Office lawyers. The 

Center’s New York and New Jersey Bridge-the-Gap programs have proven especially useful to our 

newly-admitted lawyers nearing their compliance deadlines. The Passport is a wonderful resource and 

a great value.” 

Donna Kramer, Senior CLE Specialist, Sullivan & Cromwell LLP 

7 

Passports

Table of Contents 

8 

PROgRAMS BY PRACTICE AREA 

Tips for Using This Catalog ....................................................................................3 

City Bar Center for CLE Online Program & Products .................................... 4-6 

Firm & Individual Passports ...................................................................................7 

Programs by Practice Area .......................................................................................16-66 

Program Sponsorships ...............................................................................................35 

Professional Development Workshop Series ...................................................... 67 

ADMINISTRATIVE 

Development Rights & Wrongs: The Dos & Don’ts of Zoning Lot Mergers 

& Development Rights Transfers in New York City ............................................ 64 

ADR/ARBITRATION/MEDIATION/NEgOTIATION 

A Mediation Career: Getting Started ..........................................................................17 

Basic Mediation Training: Conflict Resolution Theory & 

Techniques, Coming Soon ...............................................................................18 

Securities Arbitration & Mediation Hot Topics 2012: “The” Program for 

Attorneys, Experts, Arbitrators & Mediators ................................................. 17 

Women in Negotiation: Practical Tips to Strengthen Your Negotiation 

Skills (For You & Your Clients) ................................................................................16 

ART LAW 

Art Law 101: The Basics ...............................................................................................19 

Successful Art Succession: Advanced Estate Planning Considerations ................ 19 

AVIATION 

Aviation Law: Critical Issues in Litigation & Regulatory Compliance, Airport 

Land-Use, & Corporate Aircraft Transactions ....................................................... 20 

BANKRUPTCY 

Copyright & Trademark Licensing: From the Basics to the Not So Basic ..... 46 

Futures & Derivatives: Recent Dodd-Frank Rulemaking & Developments......... 34 

BRIDgE-ThE-gAP 

16-Hour New Jersey Bridge-the-Gap: Satisfy the Mandatory 15 Credits & 

More .....................................................................................................................21 

Best of 16-Hour Bridge-the-Gap: Practical Skills, Ethics & More… ............. 21 

CONSUMER PROTECTION 

Hot Topics in Advertising & Marketing Law 2012................................................... 22 

MBA Concepts for Lawyers in the Age of Financial Reform ................................ 25 

CORPORATE & SECURITIES 

1st Annual Securities Litigation & Enforcement Institute ................................. 30-31 

9th Annual Institute on Corporate, Securities & Related Aspects of 

Mergers & Acquisitions .............................................................................................26-27 

A Practical Guide to LLCs ...........................................................................................33 

A Guide To Advising Clients On Say-On-Pay & Related Executive 

Compensation Issues ................................................................................................39 

Compensation Issues for Charitable Organizations ................................................. 60 

Current Legal Ethical Issues with Professor Stephen Gillers .................................. 42 

Drafting & Negotiating Default & Remedies Provisions in Contracts 

and Leases ............................................................................................................. 51 

Ethical Considerations for Corporate Investigations: Updates 2012 .................... 40 

Ethics, Discipline & Real World Obligations : 2012 Updates ................................. 41 

Every Contract is a Litigation Waiting to Happen .................................................... 50 


Insider Trading 2012: Trends & Developments in the Investigation, 

Prosecution & Defense of Insider Trading Cases ............................................... 36 

Insurance Law: The Basics ...........................................................................................45 

Lawyering in The Fashion Industry: A Practical Guide To Licensing, 

Trademark Protection & Other Industry Issues .............................................. 46 

Lawyers Following Orders: Ethical Pitfalls & Practical Advice .............................. 44 

MBA Concepts for Lawyers in the Age of Financial Reform ................................ 25 

Overseas Securities & Other Fraud Risks: Analysis of Recent Developments.... 32 

Private Equity Structuring: The Basics .......................................................................23 

Producing Private Equity, Offering, Financing & M&A Agreements 

Efficiently .....................................................................................................................24 


Attorneys, Experts, Arbitrators & Mediators .................................................... 17 

Supreme Court–A Year in Review ........................................................................59 

The Ins & Outs of Recovering Assets Via Whistleblowers & Other Tipsters .... 25 

The Institute for Corporate Counsel: Navigating the Boardroom, the 

Courtroom & the Space Between ......................................................................28-29 

Using Liability Limitation Provisions in Contracts & Other Documents ..... 51 

What Every Criminal & Corporate Attorney Needs to Know About 

Monitors ................................................................................................................. 36 

CRIMINAL LAW 

2nd Annual White Collar Crime Institute, Coming Soon ....................................... 37 






The Ins & Outs of Recovering Assets Via Whistleblowers & Other 

Tipsters .........................................................................................................................25 


Monitors ................................................................................................................. 36 

9 

Table of Contents


10 

ELDER LAW 

2012 Elder Law Updates ........................................................................................ 38 

EMPLOYEE BENEFITS 




Employment & Severance Agreements: What Both Employment 

& ERISA Attorneys Need to Know .......................................................................38 

ENTERTAINMENT/SPORTS LAW 

Licensing, Naming Rights, & Sponsorship Agreements in the Sports & 

Entertainment Industry ....................................................................................... 39 

EThICS 


More ......................................................................................................................21 




Ethical Considerations in Handling Insurance Claims & Disputes ....................... 41 

Ethical Issues in the Practice of Real Estate: What Every Attorney Must 

Know When Handling a Transaction ......................................................................43 

Ethics, Discipline & Real World Obligations: 2012 Updates .................................. 41 


What Every Criminal & Corporate Attorney Needs to Know 

About Monitors .................................................................................................... 36 

FAShION 

Lawyering in the Fashion Industry: A Practical Guide to Licensing, 


FAMILY/MATRIMONIAL 

Enforcing Money Judgments in Matrimonial Cases ........................................... 44 

Family Law Issues in LGBT Parenting .......................................................................54 

T&E Issues in Marriage Equality ................................................................................66 


Tipsters .........................................................................................................................25 

gOVERNMENT 

Development Rights & Wrongs: The Dos & Don’ts of Zoning Lot Mergers & 

Development Rights Transfers in New York City................................................. 64 

INSURANCE 




INTELLECTUAL PROPERTY/INTERNET LAW 

Advising Your Clients on the Business & Legal Implications of Social 

Media ............................................................................................................................65 


Cloud Computing for Legal Professionals-Webinar ................................................. 49 

Copyright & Trademark Licensing: From the Basics to the Not So 

Basic ........................................................................................................................46 

Internet Rights & Technology: A Practical Legal Guide to Doing Business 

on the Internet ............................................................................................................46 



Licensing Agreements: How Recent Decisions are Impacting Damages ............. 45 


Entertainment Industry ....................................................................................... 39 


Use of Social Media in the Workplace: What Employers & Employees 

Can & Cannot Do ......................................................................................................48 

INTERNATIONAL 


LABOR & EMPLOYMENT 




Employment & Severance Agreements: What Both Employment & 

ERISA Attorneys Need to Know ............................................................................38 


Attorneys, Experts, Arbitrators & Mediators .................................................. 17 

Supreme Court Round-Up: Recent Developments in Employment 

Law Cases.....................................................................................................................47 

Use of Social Media in the Workplace: What Employers & Employees Can 

& Cannot Do ...............................................................................................................48 

LAW FIRM PRACTICE MANAgEMENT 



Google Search Tricks, Cloud Apps & Research Tips ......................................... 65 

Everything You Wanted to Know About E-Litigation But Were Afraid to 

Ask: E-Filing, E-Discovery, E-Evidence–Practice, Law & Technology ............ 58 

iPad for Transactional Lawyers ..............................................................................49 

Managing the Legal Writing of Others ...............................................................53 

Persuasive Legal Writing ........................................................................................ 53 

11 

Table of Contents


12 

Persuasive Opening & Closing Arguments & Dynamic PowerPoint 

Presentations, Basic Litigation Series ...........................................................................57 



LEgAL WRITINg 

Drafting & Negotiating Default & Remedies Provisions in Contracts and 

Leases ....................................................................................................................51 


Intermediate Concepts in Drafting Contracts ...........................................................52 



The “How To” of Successful Motion Practice ................................................... 59 


LESBIAN, gAY, BISExUAL & TRANSgENDER RIghTS 

Family Law Issues in LGBT Parenting .......................................................................54 


LITIgATION 


Aviation Law: Critical Issues in Litigation & Regulatory Compliance, 

Airport Land-Use, & Corporate Aircraft Transactions ........................................ 20 



Enforcing Money Claims Pre- & Post-Judgment: Turning Your Judgment 

into an Actual Financial Recovery, Basic Litigation Series........................................ 57 

Enforcing Money Judgments in Matrimonial Cases ........................................... 44 



Ethics, Discipline & Real World Obligations: 2012 Updates .................................. 41 


Everything You Wanted to Know About E-Litigation But Were Afraid to Ask: 

E-Filing, E-Discovery, E-Evidence–Practice, Law & Technology ..................... 58 









Medical Witnesses: Practical & Ethical Issues Involving Physicians 

Who Testify .................................................................................................................54 


Presentations, Basic Litigation Series ...........................................................................57 

Practicing in NYS Supreme Court, Basic Litigation Series .......................................... 56 

Recent Developments in Civil Practice 2012: CPLR & Evidence ......................... 55 


Supreme Court Round-Up: Recent Developments in Employment Law 

Cases .............................................................................................................................47 

Taking & Defending Depositions: Strategic Tips & Techniques, 

Basic Litigation Series .....................................................................................................56 


To Infinity & Beyond: Hot Topics Affecting Estate Litigators .............................. 66 

Trials of the Century .............................................................................................. 59 



M&A 


Efficiently .....................................................................................................................24 

MEDICAL MALPRACTICE 


Who Testify .................................................................................................................54 

NONPROFIT ORgANIZATIONS 


REAL ESTATE 

Development Rights & Wrongs: The Dos & Don’ts of Zoning Lot 

Mergers & Development Rights Transfers in New York City ............................ 64 

Drafting & Negotiating Default & Remedies Provisions in Contracts and 

Leases ....................................................................................................................51 


Know When Handling a Transaction ......................................................................43 

Hot Topics Affecting Cooperatives & Condominiums: Cases & 

Marketplace Developments in the Last Six Months ............................................. 63 

Protecting Your Client in the Current Environment: Residential Real 

Estate Contracts & Leases: Using, Drafting & Negotiating Riders ................... 62 

Residential Real Estate Closings: What You Need to Know From 

Pre-Contract to Closing .............................................................................................61 


SMALL LAW FIRM PRACTICE 



13 

Table of Contents


14 

SOCIAL MEDIA 

Advising Your Clients on the Business & Legal Implications of Social 

Media ............................................................................................................................65 





Internet Investigative Research Strategies for the Legal Professional ............. 65 

Internet Rights & Technology: A Practical Legal Guide to Doing Business 

on the Internet ............................................................................................................46 

Use of Social Media in the Workplace: What Employers & Employees Can 

and Cannot Do ...........................................................................................................48 

SKILLS 


More ......................................................................................................................21 

Basic Mediation Training: Conflict Resolution Theory & Techniques .... 18 

Basic Skills Every Attorney Can Benefit From: Satisfy Your Annual 

Requirement ................................................................................................................64 



and Leases ............................................................................................................. 51 



Intermediate Concepts in Drafting Contracts ...........................................................52 

Internet Investigative Research Strategies for the Legal Professional ............. 65 


Medical Witnesses: Practical & Ethical Issues Involving Physicians Who 

Testify ...........................................................................................................................54 



Presentations ...............................................................................................................57 


Estate Contracts & Leases –Using, Drafting & Negotiating Riders ................. 62 




Trials of the Century .............................................................................................. 59 


PHONE 


FAX 

ONLINE 

212 • 382 • 6663 212 • 869 • 4451 





TAx & ACCOUNTINg 

9th Annual Institute on Corporate, Securities & Related Aspects of Mergers 

& Acquisitions .............................................................................................................26 

A Practical Guide to LLCs ...........................................................................................33 



ERISA Attorneys Need to Know ............................................................................38 






Tipsters .........................................................................................................................25 

TIME MANAgEMENT 


TORT LITIgATION 




Who Testify .................................................................................................................54 

TRUSTS & ESTATES 



To Infinity & Beyond: Hot Topics Affecting Estate Litigators .............................. 66 


WOMEN IN ThE PROFESSION 



All information in this Catalog is subject to change. 

15 

CLE Monthly Calendars ...........................................................................................68-78 

City Bar Center Policies ............................................................................................79 

Membership ..................................................................................................................81 

CLE Registration/Order Form ...............................................................................82 

Table of Contents

ADR/Mediation/Negotiation 

16 

ADR/MEDIATION/NEgOTIATION 

Women in Negotiation: Practical Tips to Strengthen Your 

Negotiation Skills (For You & Your Clients) 

Wednesday, November 7 9-12:30 p.m. 

CLE credit: 3.5 total: breakdown tbd 

Live Program: $235 Member/$345 Nonmember 

Do you feel your negotiation skills can be improved? Are 

you as effective at the negotiation table or in day-to-day 

negotiations as you would like to be? Using interactive 

discussions and humor, this program, based on characteristics 

of effective negotiators, will introduce you to the perceived 

differences between men and women in communicative 

Kathy J. Holub preferences, attitudes towards conflict, negotiating styles and 

ways of processing information. Highly effective negotiators 

and mediators will provide you with practical tips on how 

to prepare for negotiation and identify the most important 

aspects of persuasion. It will also expose gender specific 

behaviors that undermine power in negotiation and teach 

you to equalize perceived power imbalances. You will learn 

how to apply these skills to every day situations for you and 

Honorable your clients, as well as how to use negotiating opportunities 

Kathleen A. Roberts to continually improve your skills. Men are also encouraged 

to attend. 

Program Co-Instructors: Kathy J. Holub, Consultant in Dispute Resolution, Lecturer 

on Negotiation, Harvard and Columbia Law Schools & Honorable Kathleen A. Roberts, 

Mediator/Arbitrator, JAMS, Retired United States Magistrate Judge, SDNY 

Sponsoring Association Committees: Alternative Dispute Resolution, Chris Stern 

Hyman, Chair; & Women in the Profession, Angela T. Rella, Chair 

PHONE 


FAX 

ONLINE 

212 • 382 • 6663 212 • 869 • 4451 



A Mediation Career: getting Started 

Wednesday, December 5 6-9 p.m. 



17 

Richard Lutringer 

Is mediation for you? Are you thinking of taking mediation training or wondering 

how to get started after that training? Have you begun mediating and want to find 

more opportunities to do so? This interactive seminar will discuss what mediation 

entails and its role in New York City’s legal community in 2012 and will provide 

practical advice on how to start mediating. 

The panelists are mediators with very different backgrounds and current positions 

who will share their experiences and offer concrete, practical advice. The session 

will cover the various types of mediation and the fields in which mediation is most 

utilized. Volunteer and paid opportunities for mediators will be explored. There will 

be ample time for questions and answers. 

Program Chair: Richard Lutringer, New York Mediator, Offices of Richard Lutringer, 

Esq. 

Sponsoring Association Committee: Alternative Dispute Resolution, Chris Stern 

Hyman, Chair 

Video Replay 

Missed a program? Now you have a chance to see the Video Replay. For more 

information please visit our website www.nycbar.org/cle. 

Securities Arbitration & Mediation hot Topics 2012: “The” Program For 

Attorneys, Experts, Arbitrators & Mediators 

Friday, September 7 9-12 p.m. 

CLE credit: 3.0 pp NTD 

Video replay: $225 Member/$335 Nonmember 

(Original Live Program Date: 6/12/12) 

ADR/Mediation/Negotiation

ADR/Mediation/Negotiation 

18 

Basic Mediation Training: 

Conflict Resolution Theory & 

Techniques 

Wednesdays & Thursdays, 

February 6, 7, 13 & 14, 2013 9-5 p.m. 

Networking Reception: Thursday, February 14 5-6 p.m. 

CLE credit: 31.5 total: 23.5 skills, 6.0 pp & 2.0 ethics. 

$1695 Member/$1995 Nonmember 

Registration is limited to 48 people; 

advanced registration is strongly advised. 

Lead Trainers: 

Carol B. Liebman, Clinical Professor, Columbia Law School & 

Dina Jansenson, Mediator/Arbitrator, JAMS; Of Counsel, Flemming 

Zulack Williamson Zauderer LLP 

Carol B. Liebman 

Coming Soon 

Dina Jansenson 

Sponsoring Association Committee: 

Alternative Dispute Resolution, Chris Stern hyman, Chair 

For more information please visit our website 

www.nycbar.org/cle. 

Art Law 101: The Basics 

ART LAW 

Thursday, October 25 9-12 p.m. 

CLE credit: 2.5 pp & 0.5 ethics 

Live program: $235 Member/ $345 Nonmember 

19 

Art Law issues cut across many practice areas; however, the phrase “Art Law” is 

something of a misnomer. While there are some statutes and regulations that apply 

specifically to art matters, what we are usually talking about when we speak about 

“Art Law” is the application of some other body of law – e.g. contract law, copyright 

law, the law of agency, the Uniform Commercial Code, etc. – to art matters. At this 

program a panel of experienced practitioners will provide the basics of “art law” 

including: Art Transactions (title and authenticity issues), Copyright, Moral Rights 

and other IP Issues, Lending with Art as Collateral, Representing Artists, and Trust, 

Estate and Foundation Matters. This program is intended for those who practice 

intellectual property law, trust and estates law and litigators, as well as those who have 

clients in the art industry, and business executives in the art industry. 

Program Chair: John R. Cahill, Lynn & Cahill LLP 

Sponsoring Association Committee: Art Law, John R. Cahill, Chair 

Successful Art Succession: Advanced Estate 

Planning Considerations 


CLE credit: 3.0 total: credit breakdown tbd 

Live program: $235 member/$345 Nonmember 

John R. Cahill 

Julia Chu 

Art remains one of the most challenging asset classes to convey in a tax-efficient 

manner that reflects the collector’s intent. This panel discussion will address both 

inter vivos and testamentary transfers and case law developments regarding the 

valuation of specific objects as well as fractional interests in an art collection. Topics 

will include means of generating liquidity from art, like-kind exchanges, negotiation 

considerations for donating art to institutions, and the application of common estate 

planning techniques, including GRATs, sales to defective trusts, and life insurance. 

The program will address drafting considerations for art bequests to account for 

tax liabilities, family dynamics, and the preservation of the collector’s intent, and the 

implications of creating a private foundation as a receptacle for part or all of the 

collection. 

Program Chair: Julia Chu, Director and Head of Philanthropy, Private Banking, USA, 

Credit Suisse Securities (USA) LLC 

Sponsoring Association Committee: Art Law, John R. Cahill, Chair 

Art Law

Aviation 

20 

AVIATION 

Aviation Law: Critical Issues in Litigation 

& Regulatory Compliance, Airport 

Land-Use, & Corporate Aircraft 

Transactions 


Jeremy I. Hager 

CLE Credit: 3.0 total: breakdown tbd 


Do you have clients with aviation-related legal needs that are outside your practice 

clear zone? 

Are you a junior or veteran aviation attorney looking to expand your depth? 

Are you a non-aviation lawyer interested in practicing aviation law? 

The New York Metro area is the busiest air transportation hub in the United States, 

with nearly 53 million annual enplanements at JFK, LaGuardia and Newark alone. 

Add to that the myriad of suburban, feeder and general aviation airports in New 

Jersey, Long Island and Westchester, and chances are that one or more of your clients 

will have an aviation-related need. Will you be able to meet their needs? 

Whether it’s a commercial or retail client acquiring real estate or doing business at or 

near an airport or your biggest corporate or private client considering an on-demand 

air charter, fractional ownership, lease, or purchase of a corporate jet, or simply a 

private citizen subjected to excessive airport security, delays or lost baggage, this 

course offers a valuable briefing on the practical applications of aviation law. This 

not-to-be-missed program (and companion written materials) will touch upon issues 

ranging from contractual and regulatory to passenger protections, federal preemption, 

and liability limitations in connection with domestic and international air travel. 

Program Chair: Jeremy I. Hager, Hager Law & Counsel, PLC 

Sponsoring Association Committee: Aeronautics, Margaret Guigliano, Chair 

Legend: 




BRIDgE-ThE-gAP 

16-hour New Jersey Bridge-the-gap: Satisfy the 

Mandatory 15 Credits & More 

Fridays, October 12 & 19 9-5 p.m. 

CLE credit: (both days) 16.0 total: breakdown tbd 

CLE credit (per day): 8.0 total: breakdown tbd 

21 

Live Program (both days): $465 Member/$695 Nonmember 

Live program (per day): $395 Member/$535 Nonmember 

Have you recently been admitted to practice in New Jersey? Newly admitted New 

Jersey attorneys can satisfy the mandatory requirement of taking 15 MCLE credits 

in specified New Jersey subject areas, taught by attorneys licensed and practicing New 

Jersey law by attending this program here at the house of the Association. Enjoy 

the convenience of our central midtown Manhattan location. This program will 

provide essential information from a skilled faculty that will guide you through the 

day-to-day practice of law and cover topics in required practice areas. This program 

will include eight of the nine specified subject areas and has been approved to satisfy 

the mandatory requirements of newly admitted New Jersey attorneys. New Jersey 

attorneys are advised to bring their bar number to the program. Each Bridge-the-Gap 

program contains updated content and will provide CLE credit to all attendees, even if they attended 

in the past. 

Best of 16-hour Bridge-the-gap: Practical Skills, Ethics & 

More… 

Wednesdays, November 28 & December 5 9-5 p.m. 

CLE credit (both days): 16.0 total: 7.0 pp/pm, 6.0 skills & 3.0 ethics 



Live Program (per day): $395 Member/$535 Nonmember 

This program will bring together the most exceptional segments and speakers from 

past Bridge-the-Gap programs. Come and hear from practitioners that past attendees 

rated highly for an update on various areas of law to satisfy the newly admitted 

attorney’s full year of ethics, skills and professional practice/practice management 

CLE credits. Experienced attorneys will find this program to be an invaluable way 

to earn credits and get the latest information on an assortment of practice areas. 

This program is particularly distinct in that one day will allow attendees to fulfill all 

required skills credits and the other day will allow attendees to fulfill all required ethics 

credits. Attendance on both days will provide the total professional practice/practice 

management required of all newly admitted attorneys. 

Bridge-the-Gap

Consumer Protection 

22 

CONSUMER PROTECTION 

hot Topics in Advertising & Marketing 

Law 2012 


Wednesday, October 17 9-12:30 p.m. 

CLE Credit: 3.0 pp 

CLE credit: 4.0 pp 



Jeffrey A. Greenbaum N. Adele Hogan 

This annual program gives a timely update on recent developments in the laws 

governing advertising and marketing. This year’s program will cover recent litigation, 

regulatory enforcement, legislative developments, and self-regulatory activity in the 

areas of general advertising practices, comparative advertising, green advertising, 

endorsements and testimonials, substantiating advertising claims, disclosures, mobile 

marketing, consumer privacy, behavioral advertising, sweepstakes, and promotions 

using social networks and user generated content. The program will also provide 

updates on federal, state, and local regulatory enforcement priorities, as well as on 

television network advertising standards. 

Program Chair: Jeffrey A. Greenbaum, Frankfurt Kurnit Klein & Selz, PC 

Sponsoring Association Committee: Consumer Affairs, Tom Cohn, Chair 

“Excellent update; well-paced, covers all bases well!” 

CORPORATE & SECURITIES 

Private Equity Structuring: The Basics 

23 

The basics of private equity fund formation and deal making at both the fund level 

and with funds’ portfolio companies will be covered. The program will serve as an 

instructional guide on key aspects of corporate, securities, M&A, real estate and 

tax matters for private equity structures. This program is designed to help bankers, 

lawyers and investors broaden their skills into a working knowledge of private equity 

fund structuring and deal making. The program will include helpful SEC and other 

regulatory interpretive guidance. Credit bidding in connection with Section 363 

bankruptcy sales and the recent US Supreme Court ruling in this area will also be 

covered. This introductory program is designed for lawyers who want to advise clients 

on how to set up private equity funds, how to deal with fund regulatory issues, how 

to maximize value for funds in connection with IPOs or M&A, and matters related to 

M&A by funds at the portfolio company level. 

Program Co-chairs: N. Adele Hogan, Sheppard Mullin Richter & Hampton LLP & 

Jason A. Herman, Simpson Thacher & Bartlett LLP 

Sponsoring Association Committees: Banking, John J. Clarke, Jr., Chair; Financial 

Reporting, Michael R. Young, Chair; Mergers, Acquisitions & Corporate Control 

Contests, Robert B. Schumer, Chair; Private Investment Funds, Glenn R. Sarno, 

Chair; & Securities Regulation, Sandra L. Flow 

PHONE 


FAX 

ONLINE 

212 • 382 • 6663 212 • 869 • 4451 



Corporate & Securities


24 

Producing Private Equity, Offering, Financing & M&A 

Agreements Efficiently 



Live Program: $235 Member/ $345 Nonmember 

Companies are making do with less legal resources, and attorneys must broaden their 

skills and take responsibility for new subject areas to stay competitive. This program 

is designed for all attorneys and will broaden and sharpen corporate and securities 

law skills. The program is designed as a “how-to” instructional guide on key aspects 

of corporate and securities law. Speakers include lawyers from outside firms, in-house 

counsel, and financial services companies who will discuss practical ways to comply 

with the new regulations in the securities, corporate, and mergers and acquisition areas. 

The program will include helpful SEC and other regulatory interpretive guidance. 

Who should attend? Lawyers who need to deliver more legal work for less and need 

efficient reference points to get started producing documents that are not necessarily 

in their practice sweet spot. Other topics will include: Private equity fund formation 

agreements, negotiating and drafting selected provisions; annotated Form S-1 

registration statement and underwriting agreements; drafting and disclosure skills tips, 

as well as selected SEC rules; the key provisions of Forms 10-Ks, 10-Qs and 8-Ks; 

credit agreement basics and drafting tips; basic merger and acquisition agreement 

drafting pointers and certain contract drafting trends. 

Program Chair: N. Adele Hogan, Sheppard Mullin Richter & Hampton LLP 

Sponsoring Association Committees: Financial Reporting, Michael R. Young, 

Chair; Mergers, Acquisitions & Corporate Control Contests, Robert B. Schumer, 

Chair; Private Investment Funds, Glenn R. Sarno, Chair; & Securities Regulation, 

Sandra L. Flow 

PHONE 


FAX 

ONLINE 

212 • 382 • 6663 212 • 869 • 4451 



The Ins & Outs of Recovering Assets Via Whistleblowers 

& Other Tipsters 

25 

Thursday, September 27 6-9 p.m. 

CLE credit: 3.0 total: 2.0 pp & 1.0 ethics 


This program will first analyze how vast sums of money can be hidden in cases as 

diverse as tax and securities fraud and divorce. The faculty will describe the ways 

whistleblowers or other tipsters may help sniff out these monies and they will then 

discuss: the problems whistleblowers face in the real world, the advantages and 

disadvantages of the different whistleblower programs, and the difficulty lawyers face 

in dealing with whistleblowers either as clients or as tipsters. The program will also 

focus on the ethical concerns gatekeepers like attorneys, accountants, officers and 

directors have, in reporting illegal behavior in both the civil and criminal contexts. 

Program Chair: Fred L. Abrams, The Law Offices of Fred L. Abrams 

MBA Concepts for Lawyers in the Age of 

Financial Reform 

Friday, October 5 9-4:30 p.m. 


Live Program: $595 Members/$695 Nonmembers 

Professor 

Edward S. Adams 

This program provides a one-day crash course in understanding the legal impact of 

business operations on your individual and corporate clients, providing important 

insights into their health, value and future stability. The principles are constant and 

apply to family businesses as well as multinational companies. 

Ed Adams will deliver specific, practical skills to help you identify RED FLAGS before 

they become issues for corporate governance, shareholders or the courts following 

the enactment of the Dodd-Frank Wall Street Reform and Consumer Protection Act. 

You will learn: 

• Practical techniques for reading a balance sheet & other statements helping 

you to spot vital financial and legal issues. 

• Risk and return model on how stocks and bonds are priced. 

• An examination of the various aspects of the significant financial reform 

legislation. 

• Two ethics case studies in the context of financial accounting. 

Program Chair: Professor Edward S. Adams, Howard E. Buhse Professor of Finance 

and Law and Co-director of the Kommerstad Center for Business Law and Entrepreneurship 


Institutes 

26 

9 th Annual Institute on Corporate, Securities & Related Aspects of Mergers & Acquisitions 

Thursday, September 20 8:30-6 p.m. & Friday, September 21 8:30-6 p.m. 

CLE credit: 17.5 total: 9.5 pp, 7.0 skills & 1.0 ethics (both days) 


Co-Sponsored with: The Center for the Study of Mergers & Acquisitions, 

Penn State Law School 

This Institute provides an in-depth analysis of significant corporate, securities, and 

related issues arising in mergers and acquisitions. Each session is structured to 

provide an analysis of important and current M&A issues by some of the top 

M&A lawyers, judges, government officials, and investment bankers. Attendees will 

hear from an esteemed faculty on the latest issues regarding: 

• Acquisitions in the Financial Services Industry 

• Developments in Executive Compensation & Employee Benefits 

• SEC Developments Regarding M&A including Perspectives on Activist 

Shareholders 

• Dealing with Shareholders in a Hostile Environment 

• Ethical Issues Facing Attorneys in M&A 

Sponsoring Association Committee: Mergers, Acquisitions & Corporate 

Control Contests, Robert B. Schumer, Chair 

"Another excellent institute." 

- Peter R. Vogelsang, Attorney at Law 

Excellent - Relevant and of continuing interest 

- Bryan Berndt, Controller VP& Finance, Readers Digest 

Program Co-chairs: 

H. Rodgin Cohen, Sullivan & Cromwell, LLP 

Mitchell S. Eitel, Sullivan & Cromwell, LLP 

H. Rodgin Cohen Mitchell S. Eitel 

Program Co-chair Emeritus: Samuel C. Thompson, Jr., Arthur Weiss 

Distinguished Faculty Scholar, Professor of Law, & Director, Center for the Study of Mergers 

& Acquisitions, Penn State Law School 

Barry S. Alberts, Schiff Hardin LLP 

Michele M. Anderson, Chief, Office of 

M&A, Division of Corporation Finance, 

U.S. SEC 

William D. Anderson, Jr., Managing 

Director, Goldman, Sachs & Co. 

George R. Bason Jr., Davis Polk & 

Wardwell LLP 

Dennis K. Berman, The Wall Street Journal, 

C. Stephen Bigler, Richards, Layton & 

Finger, P.A. 

Richard E. Climan, Weil, Gotshal & 

Manges LP 

Christa A. D'Alimonte, Shearman & 

Sterling LLP 

Steven M. Davidoff, N.Y. Times "Deal 

Professor" & Associate Professor of Law, 

Michael E. Moritz School of Law, The Ohio 

State University 

Nicholas G. Demmo, Wachtell, Lipton, 

Rosen & Katz 

Richard De Rose, Managing Director, 

Houlihan Lokey 

Warren S. de Wied, Wilson Sonsini Goodrich 

& Rosati 

Nathaniel L. Doliner, Carlton Fields, P.A. 

David Drake, President, Georgeson Inc. 

Byron F. Egan, Jackson Walker LLP 

John G. Finley, Chief Legal Officer, The 

Blackstone Group LP 

Steve Frankel, Joele Frank, Wilkinson 

Brimmer Katcher 

David A. Friedland, Managing Director, 

Goldman, Sachs & Co. 

Abe M. Friedman, Managing Partner, 

CamberView Partners LLC 

Dennis O. Garris, Alston & Bird LLP 

Bruce H. Goldfarb, President & Chief 

Executive Officer, Okapi Partners LLC 

Frederick S. Green, Weil, Gotshal & 

Manges LLP 

Mark I. Greene, Cravath, Swaine & 

Moore LLP 

Joel I. Greenberg, Kaye Scholer LLP 

William A. Groll, Cleary Gottlieb Steen & 

Hamilton LLP 

James J. Hanks Jr., Venable LLP 

J. David A. Jackson, Blake, Cassels & 

Graydon LLP 

Justice Jack B. Jacobs, Delaware 

Supreme Court 

Ronald H. Janis, Day Pitney LLP 

Thomas B. Johnson, Managing Director, 

Head of M&A, Abernathy MacGregor 

Faculty 

27 

Thomas J. Karr, Assistant General Counsel 

Litigation & Professional Misconduct, 

U.S. SEC 

David A. Katz, Wachtell, Lipton, Rosen 

& Katz 

Robert A. Kindler, Vice Chairman, Morgan 

Stanley 

Stephen M. Kotran, Sullivan & 

Cromwell LLP 

William M. Lafferty, Morris, Nichols, Arsht 

& Tunnell LLP 

Stephen P. Lamb, Paul, Weiss, Rifkind, 

Wharton & Garrison LLP 

Rashida K. La Lande, Gibson, Dunn & 

Crutcher LLP 

Simon M. Lorne, Millennium 

Management LLC 

David Marcus, Senior Writer, The Deal 

Lee A. Meyerson, Simpson Thacher & 

Bartlett LLP 

Kevin Miller, Alston & Bird LLP 

Jennifer Muller, Managing Director, 

Houlihan Lokey 

Daniel A. Neff, Wachtell, Lipton, Rosen 

& Katz 

Jeannemarie O'Brien, Wachtell, Lipton, 

Rosen & Katz 

Robin Ogle, Slaughter and May 

John F. Olson, Gibson, Dunn & 

Crutcher LLP 

Scott Ostfeld, JANA Partners LLC 

Anthony Pullinger, Deputy Director General, 

The Takeover Panel 

Linda Rappaport, Shearman & Sterling LLP 

Faiza J. Saeed, Cravath, Swaine & Moore LLP 

George J. Sampas, Sullivan & Cromwell LLP 

Melissa Sawyer, Sullivan & Cromwell LLP 

Michael L. Schler, Cravath, Swaine & 

Moore LLP 

Lisa A. Schmidt, Richards, Layton & 

Finger P .A. 

Kevin R. Shannon, Potter Anderson & 

Corroon LLP 

Howard L. Shecter, Reed Smith LLP 

Honorable Myron T. Steele, Chief Justice, 

Delaware Supreme Court 

William J. Sweet Jr., Skadden, Arps, Slate, 

Meagher & Flom LLP 

Marc R. Trevino, Sullivan & Cromwell LLP 

Leigh Walton, Bass, Berry & Sims PLC 

Donald J. Wolfe Jr., Potter Anderson & 

Corroon LLP 

Jessica Zeldin, Rosenthal, Monhait & Goddess, 

P.A. 


Institutes 

28 

The Institute for Corporate Counsel: Navigating the Boardroom, the Courtroom & the Space Between 

David R. Marriott 


CLE credit: tbd 

Live Program: $1495 NYCB Member/Outside Counsel 

$1595 Nonmember/Outside Counsel 

Outside Counsel May Bring One Complimentary 

Corporate Counsel Client 

$221.25 NYCB Member/Corporate Counsel 

$295 Nonmember/Corporate Counsel 

Co-presented with: West LegalEdcenter, A Division of 

Managing the business of a large corporation requires care and attention. As a 

consequence, counsel will be called upon to guide senior management through the 

legal pitfalls of a wide range of corporate events, such as cooperative mergers, hostile 

takeovers, major global litigation, internal investigations, employee misconduct, and 

public relations crises. Success of inside and outside counsel necessarily depends 

upon effective interaction, both with each other and with company leadership. 

The Institute for Corporate Counsel, co-sponsored by the New York City Bar and 

West LegalEdcenter, will allow both in house and outside counsel to step inside 

the executive suite and learn from some of the most successful legal officers in 

global industry. Divided into hour-long sessions, each panel will feature a different 

group of general counsel from some the world’s largest and most successful public 

corporations. Each panel will focus on a distinct subject area, and each panelist 

will be asked to draw from their real world experience to describe the planning, 

strategy, and foresight that is required to add significant value to the operations of 

the corporation. At midday, the groups will gather together for a lunch followed by 

a keynote address by former Head of the Justice Department’s Antitrust Division 

Christine Varney and current White House Counsel Kathryn Ruemmler. 

The program will provide a master class on fulfilling the role of a corporate legal 

advisor. The panel topics will include “Managing the Corporate Message in the 

Digital Age”, “Navigating and Thriving Through Corporate Crisis”, “Managing 

High Stakes Litigation”, “Advising the Board and Senior Management”, 

“Negotiating the Shifting Sands of Regulation”, and “Ethical Dilemmas In and 

Around the Boardroom”. 

Program Chair: David R. Marriott, Cravath Swaine & Moore LLP 

Keynote Speakers: Kathryn Ruemmler, White House Counsel & Christine Varney, 

Cravath Swaine & Moore LLP, Former Head, Antitrust Department, Justice Department 

This program is partially exempt from firm passports. Firm passports include two 

registrations to the program. Additional registrations receive 20% off member fees. 

Faculty 

Stuart A. Alderoty, Sr. Executive Vice President & General Counsel, HSBC 

North America Holdings 

S. Jack Balagia, Jr., Vice President & General Counsel, Exxon Mobil Corporation 

Susan L. Blount, Senior Vice President & General Counsel, Prudential Financial 

Andrew Bonzani, Senior Vice President, General Counsel & Secretary, Interpublic Group 

Kristin M. Coleman, Vice President, General Counsel and Secretary, Brunswick Corporation 

Dr. Felix R. Ehrat, General Counsel, Novartis International AG 

Ellen M. Fitzsimmons, Executive Vice President of Law & Public Affairs, General Counsel 

and Corporate Secretary, CSX Corporation 

Michael D. Fricklas, Executive Vice President, General Counsel and Secretary, Viacom, Inc. 

Peter J. Ganz, Senior Vice President & General Counsel, Ashland Inc. 

Daniel J. Goldstein, Executive Vice President, Chief Legal and Compliance Officer, 

Pitney Bowes Inc. 

David G. Leitch, Group Vice President & General Counsel, Ford Motor Company 

Don H. Liu, Senior Vice President, General Counsel and Secretary, Xerox Corporation 

Gary G. Lynch, Global Chief of Legal, Compliance, & Regulatory Relations, 

Bank of America Corporation 

Gregory A. Markel, Cadwalader, Wickersham & Taft LLP 

Nicole Marra, General Counsel, Gucci America, Inc. 

Randal S. Milch, Executive Vice President & General Counsel, Verizon Communications Inc. 

Amy Fliegelman Olli, Executive Vice President and General Counsel , CA Technologies 

C. Allen Parker, Cravath, Swaine & Moore LLP 

Michele A. Roberts, Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 

Jeffrey J. Rosen, Debevoise & Plimpton LLP 

Marc S. Rosenberg, Cravath, Swaine & Moore LLP 

Michael L. Ryan, Cleary Gottlieb Steen & Hamilton LLP 

Elizabeth M. Sacksteder, Deputy General Counsel & Global Head of Litigation and 

Regulatory Investigations, Citigroup Inc. 

Jane C. Sherburne, Senior Executive Vice President, General Counsel and Secretary, 

BNY Mellon 

Deirdre Stanley, Executive Vice President & General Counsel, Thomson Reuters 

Robert C. Weber, Senior Vice President, Legal & Regulatory Affairs & General Counsel, 

International Business Machines Corporation 

Gerson A. Zweifach, Senior Executive Vice President &, Group General Counsel, 

News Corporation 

29 


Institutes 

30 

Lawrence Zweifach 

1 st Annual Securities Litigation & Enforcement Institute 

Tuesday, December 11 9- 5 p.m. 


CLE credit: breakdown tbd 

Live program: $695 Member/$815 Nonmember 

Years after the financial crisis and the burst of the housing bubble, securities 

litigation and enforcement proceedings arising from these events continue to 

multiply. Investors and insurers have sued issuers, underwriters, mortgage servicers 

and credit rating agencies. At the same time, federal and state regulators have 

commenced numerous, parallel investigations and enforcement actions. Against 

this backdrop, recent U.S. Supreme Court and federal circuit court opinions have 

dramatically changed the securities litigation landscape. 

This full-day program will provide a comprehensive overview of recent trends, 

developments and cutting-edge issues in securities litigation and enforcement. 

The panels will include prominent securities litigators, high-level enforcement 

officials, senior in-house counsel, academics and economists. The morning 

plenary session will cover hot button issues and developments in mortgagebacked 

securities litigation. The afternoon plenary session will provide an update 

on the enforcement activities of the SEC, PCAOB, CFTC and New York State 

Attorney General’s Office. Break-out sessions will explore: the continuing impact 

of Morrison v. National Australia Bank on litigation involving cross-border securities 

transactions; effective ways to use expert witnesses and consultants in litigation and 

enforcement proceedings; key considerations and strategies for handling regulatory 

investigations; and the impact of recent U.S. Supreme Court decisions on securities 

litigation strategies and tactics. 

Program Chair: Lawrence Zweifach, Gibson Dunn & Crutcher LLP 

Sponsoring Association Committees: Securities Litigation, Jonathan M. Plasse, 

Chair; & White Collar Crime, John F. Savarese, Chair 

This program is partially exempt from firm passports. Firm passports include two 

registrations to the program. Additional registrations receive 20% off member fees. 

Faculty 

Bruce D. Angiolillo, Simpson Thacher & Bartlett LLP 

George S. Canellos, Deputy Director, Division of Enforcement, U.S. Securities & 

Exchange Commission 

George T. Conway III, Wachtell, Lipton, Rosen & Katz 

Karin A. DeMasi, Cravath, Swaine & Moore LLP 

Professor Merritt B. Fox, Michael E. Patterson Professor of Law, 

Columbia Law School 

Robert J. Giuffra, Jr., Sullivan & Cromwell LLP 

Dixie L. Johnson, Fried, Frank, Harris, Shriver & Jacobson LLP 

Brad Karp, Paul Weiss Rifkind Wharton & Garrison LLP 

Dr. Allan W. Kleidon, Senior Vice President, Cornerstone Research 

Andrew L. Levander, Dechert LLP 

Mitchell A. Lowenthal, Cleary Gottlieb Steen & Hamilton LLP 

Gregory A. Markel, Cadwalader, Wickersham & Taft LLP 

David Meister, Director, Division of Enforcement, U.S. Commodity Futures Trading 

Commission 

Claudius B. Modesti, Director, Division of Enforcement, & Investigations, 

Public Company Accounting Oversight Board (PCAOB) 

Scott D. Musoff, Skadden, Arps, Slate, Meagher & Flom LLP 

Jonathan M. Plasse, Labaton & Sucharow LLP 

Dr. Faten Sabry, Senior Vice President, NERA Economic Consulting 

Linda Chatman Thomsen, Davis Polk & Wardwell LLP 

Harry J. Weiss, Wilmerhale LLP 

Aric Wu, Gibson Dunn & Crutcher LLP 

Keynote Speakers 

Professor John C. Coffee, Jr., Adolf A. Berle Professor of Law, Columbia Law School 

Honorable Jed S. Rakoff, United States District Court Judge, Southern District of New York 

Professor John C. Coffee, Jr. Honorable Jed S. Rakoff 

31 



32 

Overseas Securities & Other Fraud Risks: Analysis of 

Recent Developments 

Tuesday, October 23 9-11 a.m. 



From rogue trading and false accounting to the hiding of investment losses, foreign 

markets proved to be fertile ground for securities and other fraud in 2011. Last 

year, companies across the globe were hit by investigations that resulted in potential 

de-listings and billions of dollars in losses in shareholder value. Meanwhile, dozens of 

Chinese companies went public in the U.S. only to see their value plummet, and produce 

a wave of regulator inquiries and class-action lawsuits. With European companies 

subjected to a prolonged credit crisis and their Asian counterparts operating under a 

cloud of economic uncertainty in China, it is apparent that significant fraud risk will 

continue to exist overseas. 

This session will feature a panel discussion composed of consultants and legal experts 

who will: 

• Highlight examples of fraud abroad such as Olympus, UBS, and Chinese 

companies undergoing reverse mergers 

• Discuss the impact of the infiltration of U.S.-style regulatory practices into 

foreign markets and how it has reshaped the way countries prosecute fraud 

• Explore the implications of overseas fraud 

• Identify warning signs or other “hot topics” related to overseas fraud 

Program Co-Instructors: Harvey Kelly, Managing Director, Global Head of Corporate 

Investigations, AlixPartners, LLP & Charles Laurence, Managing Director, AlixPartners, LLP 

PHONE 


FAX 

ONLINE 

212 • 382 • 6663 212 • 869 • 4451 



A Practical guide to LLCs 

Friday, November 30 9-1 p.m. 



33 

Robert C. Kern, Jr. 

In this seminar an experienced panel will provide a practical introduction to LLCs. 

The panel will compare the LLC to corporations (including S corporations) as well 

as partnerships and limited partnerships, citing the advantages and disadvantages 

of each such entity and how such advantages and disadvantages can shape one’s 

choice-of-entity decision to utilize an LLC. The panel will walk through the mechanics 

of forming an LLC including the drafting of the basic operating agreement. Working 

from actual operating agreements, the panel will review managerial, voting, governance 

and control structures(including consents and tie-breaker arrangements), typical 

as well as unique capital structures (including preferred interests, profits interests 

and class interests) and buy-outs and exit strategies (including drag-alongs and 

tag-alongs and buy-outs upon death). The panel will discuss the use of equity-based 

incentive compensation arrangements in the context of an LLC and compare them 

to traditional corporate stock option plans. Throughout its presentation the panel will 

highlight tax issues and benefits that arise from the utilization of an LLC, discuss new 

developments in the area of LLC law and provide real-world examples of the use of 

LLCs in specific businesses and contexts. This program’s updated content will provide CLE 

credit to all attendees, even if they attended in the past. 

Program Chair: Robert C. Kern, Jr., Attorney at Law 

“Practical, useful, engaging discussion.” 

- Vanessa Kaster, Kaster Legal 



34 

Thomas V. D’Ambrosio 

Futures & Derivatives: Recent 

Dodd-Frank Rulemaking & 

Developments 

Monday, December 10 9-12 p.m. 



This program sponsored by the Futures and Derivatives Regulation Committee will 

provide an examination of recent Dodd-Frank rulemaking by the CFTC and SEC 

as well as industry developments. Join a panel of distinguished speakers and get the 

latest information on this rapidly developing area of law. 

Program Chair: Thomas V. D’Ambrosio, Morgan, Lewis & Bockius LLP 

Sponsoring Association Committee: Futures and Derivatives Regulation, Thomas 

V. D’Ambrosio, Chair 

PHONE 


FAX 

ONLINE 

212 • 382 • 6663 212 • 869 • 4451 



Program Sponsorships 

Interested In Sponsoring a Program? 

You too can have representation at a City Bar Center for CLE 

program. We proudly offer ground breaking courses in virtually 

every practice area. Well renowned attorneys and non-legal 

professionals from premier firms and corporations, high level staff 

from regulatory agencies and well known academics make up our 

faculties at our 150 annual programs. Attendance varies from 50 to 

125 and covers more than 20 practice areas. 

Benefits of sponsorship can include: 

• Company representative(s) at event 

• Sponsor table 

• Onsite signage 

• Logo/Link in program emails 

• Logo in print/online brochure 

• Mailing list of attendees 

• Recognition from the platform 

• Recognition/Ads in course materials 

• Logo displayed on screen 

• Complimentary registrations to program 

• Discounted registrations for clients 

For sponsorship opportunities, please contact: 

Siddiiqa Mujaffar-Karim, Marketing Coordinator 

(212) 382-4742| skarim@nycbar.org or 


(212) 382-6606 | MSchwartz-Clement@nycbar.org

Criminal Law 

36 

CRIMINAL LAW 

Insider Trading 2012: Trends & Developments in the 

Investigation, Prosecution & Defense of Insider Trading 

Cases 

Monday, October 15 6-8 p.m. 



In the past three years, insider trading has been one of the 

highest enforcement priorities for both the SEC and DOJ. 

Both agencies have devoted unprecedented resources to 

investigating insider trading violations, employed wiretaps 

and other aggressive investigative techniques, and ventured 

into new substantive territories. The result has been an 

unprecedented number of criminal and civil investigations 

Jodi Misher Peikin and prosecutions. 

At this program, a panel of experts from government, 

industry, and law firms will discuss the substantive law of 

insider trading, with a particular focus on the new frontiers 

being explored in recent cases. The course will cover the 

following topics, among others: the core principles and 

elements of insider trading violations, including under Sections 

10(b) and Section 14(e), and the mail and wire fraud statutes; 

the interplay of Reg FD and Rule 10b-5; the legitimacy of 

trading on information obtained from company insiders; the 

Steve R. Peikin line between civil and criminal insider trading violations; and 

current and future DOJ and SEC investigative priorities. 

Program Co-chairs: Jodi Misher Peikin, Morvillo Abramowitz Grand Iason Anello & 

Bohrer P.C. & Steven R. Peikin, Sullivan & Cromwell LLP 

Sponsoring Association Committee: White Collar Crime, John F. Savarese, Chair 

Video Replay 




Monitors 

Thursday, December 13 9-12 p.m. 

CLE credit: 3.0 total: 2.0 pp & 1.0 ethics NTD 



2 nd Annual 

White Collar Crime Institute 

Monday, May 20, 2013 

Program Chair: 

John F. Savarese, Wachtell, Lipton, Rosen & Katz 

John F. Savarese 

“I am the Chairman of the White Collar Crime Committee of the 

New York City Bar Association, which sponsored the Association’s first 

Annual White Collar Crime Institute this past year, a full-day program 

exploring critical developments in white collar enforcement. The City Bar 

regularly provides practitioners with a wide variety of CLE programs 

that are aimed at virtually every segment of our profession. They routinely 

feature subject- matter experts and highly prominent lawyers in the field as 

speakers and faculty and the programs are crafted to focus on significant 

and cutting-edge legal issues. The City Bar helps ensure that we are all 

up-to-date on the most important new developments by offering programs 

that are exciting, educational, informative and worthwhile.” 

- John F. Saverese 


www.nycbar.org/cle. 

37 

Coming Soon Criminal Law

Elder Law • Employee Benefits 

38 

ELDER LAW 

Video Replay 



2012 Elder Law Updates 

Wednesday, November 14 9-12 p.m. 


Video Replay: $195 Member/$305 Nonmember 

(Original Live Program Date: 6/11/2012) 

EMPLOYEE BENEFITS 

Employment & Severance Agreements: What Both 

Employment & ERISA Attorneys Need to Know 

Thursday, November 1 6-8 p.m. 



The design, implementation and modification of employment and separation 

agreements often implicate issues under tax and employment laws. In reviewing 

these contracts, ERISA attorneys may encounter unfamiliar employment issues, and 

employment lawyers may be faced with ERISA concepts outside of their regular 

practice. In the context of employment contracts, however, both types of issues are 

of relevance to both types of attorneys. This primer will seek to provide an overview 

of the various ERISA, tax and employment law considerations that are commonly 

raised by employment and severance agreements, for the practitioner whose 

day-to-day expertise does not span all of these areas. The panelists will walk the 

attendees through an employment contract and a severance contract from the 

perspective of both employment and benefits lawyers. This program is essential 

for midlevel attorneys and may also serve as a nice refresher for more experienced 

professionals. 

Program Co-chairs: Elana Krieger, Vice President/Counsel, Employment, Compensation 

& Benefits Viacom Inc. & Carrie Mitnick, Patterson Belknap Webb & Tyler LLP 

Sponsoring Association Committees: Employee Benefits and Executive 

Compensation, Rania V. Sedhom, Chair; & Labor & Employment Law, Rebecca J. 

Osborne, Chair 

Attend this program and receive a $50 discount off “A Guide to Advising Clients on Say-on-Pay 

& Related Executive Compensation Issues” on November 13th. See p. 39 for the November 13th 

course description. 

A guide to Advising Clients on Say-on-Pay & Related 

Executive Compensation Issues 

Legend: 




39 

Tuesday, November 13 9-12 p.m. 



Say-on-Pay and the enhanced scrutiny on executive compensation raise many practical 

issues that must be handled by a company’s legal counsel. This program will focus 

on the day-to-day issues confronting lawyers in the course of advising companies in 

connection with the review and redesign of their executive compensation programs 

and proxy disclosure, including: an overview of current proxy advisor guidelines; 

recommended practices to prepare for potential shareholder derivative lawsuits; 409A 

and other legal obstacles to revising compensation arrangements; and effective 

communications with shareholders to gain approval of a Say-on-Pay vote. 

Program Chair: Ian L. Levin, Willkie Farr & Gallagher LLP 

Sponsoring Association Committee: Employee Benefits & Executive 

Compensation, Rania V. Sedhom, Chair 

ENTERTAINMENT/SPORTS LAW 

Video Replay 




Entertainment Industry 

Wednesday, November 21 9-10:30 a.m. 

CLE credit: 1.5 pp; NTD 



Employee Benefits

Ethics 

40 

Helen Gredd 

EThICS 

Ethical Considerations for Corporate 

Investigations: Updates 2012 

Wednesday, September 12 6-9 p.m. 

CLE credit: 3.0 ethics 


This annual updates program will explore current issues and recent developments 

relating to ethical duties and responsibilities of attorneys and other participants 

in corporate internal investigations involving public companies. These issues will 

be discussed from the point of view of counsel for the corporation, investigating 

counsel, counsel for individual executives and government representatives. The 

presentation will touch on a broad array of ethical issues, devoting special attention 

to current developments concerning prosecution and regulatory strategies, conflicts 

of interests, protection and waiver of the attorney-client privilege, counseling of 

employee witnesses the federalization of ethical obligations imposed on attorneys 

under the Sarbanes-Oxley legislation of 2002, and the impact of the Dodd-Frank 

legislation of 2010. 

Program Chair: Helen Gredd, Lankler Siffert & Wohl LLP 

PHONE 


FAX 

ONLINE 

212 • 382 • 6663 212 • 869 • 4451 



Ethics, Discipline & Real World Obligations: 2012 

Updates 

41 

Monday, September 24 6-9 p.m. 



A premier faculty drawn from the judiciary, the disciplinary bar, and law firms will 

focus on the ethical and potential disciplinary issues confronting attorneys in everyday 

practice, including: 

• Current developments in conflicts of interest 

• Duty to supervise 

• Ethical issues relating to lawyer mobility 

Program Chair: Edward M. Spiro, Morvillo, Abramowitz, Grand, Iason, Anello & 

Bohrer, P.C. 

Ethical & Other Considerations in 

handling Insurance Claims & Disputes 

Wednesday, October 10 9-11 a.m. 

CLE credit: 1.0 ethics & 1.0 pp 


Scott R. Schaffer 

The relationship between a policyholder and an insurer can become complicated in 

the event of a claim. A policyholder must satisfy certain conditions before coverage 

is considered under a policy and certain duties on the part of an insurer are triggered. 

Policyholders and insurers don't always agree when questions, and the extent, of 

coverage are presented. Bearing in mind the implied covenants to act in good faith 

may be mutual, differences of opinion on coverage can sometimes lead to coverage 

litigation including claims for extra-contractual damages. This program will present 

a fair and balanced view of the policyholder's and insurer's respective views on these 

issues, as well as a discussion of the pertinent laws in New York and New Jersey. 

Program CoChairs: Jill M. Levy, Sedgwick, Detert, Moran & Arnold LLP; Scott R. 

Schaffer, Wilson Elser Moskowitz Edelman & Dicker LLP 

Sponsoring Association Committee: Insurance Law, Daniel A. Rabinowitz, Chair 

Ethics

Ethics 

42 

Current Legal Ethical Issues 

With Professor Stephen Gillers 

Tuesday, October 16 9-12 p.m. 



Professor 

Stephen Gillers Live program: $285 member/$395 nonmember 

No matter your practice area or whether or not you have previously attended, you 

won’t want to miss this program. Join us to hear this nationally renowned professor 

and ethicist address current issues of legal ethics. Programs typically feature distinct 

topics which are chosen close in time to the event to maximize topicality. Some of 

these pertain to specific areas of law practice including civil and criminal litigation 

and corporate and transactional work. But issues common to all areas of practice -- 

for example, rules governing fees, conflicts of interest, confidentiality and privilege, 

unauthorized law practice by lawyers, the no-contact rule, and malpractice and liability 

to non-clients -- are also included. The topics are geared to an audience of diverse 

interests. Audience questions and comments are encouraged. 

Program Instructor: Professor Stephen Gillers, Elihu Root Professor of Law, New 

York University School of Law 

This program will not be taped. You will only have the chance to see it - Live! 

“I have had the good fortune to present 4-5 legal ethics CLEs every year at 

the City Bar in each of the last 12+ years. It is always enjoyable. The 

audience is engaged and curious. The discussion is at a high level.” 

Professor Stephen Gillers, Elihu Root Professor of Law, 

New York University School of Law 

Legend: 




Ethical Issues in the Practice of Real 

Estate: What Every Attorney Must Know 

When handling a Transaction 

Monday, October 22 6-8:45 p.m. 



43 

Geoffrey R. Mazel 

A vast majority of attorneys, whether in a small firm or large firm will be involved 

in a real estate transaction in the course of their practice. There are a great many 

ethical pitfalls which one may fall into while handling a real estate transaction. Some 

of these ethical issues are obvious and others are far more difficult to recognize. This 

updated course will examine in detail day-to-day ethical issues that confront real estate 

attorneys and the general practitioner. Special emphasis will be made on conflicts of 

interest, the holding of escrow monies and title issues. 

Program Chair: Geoffrey R. Mazel, Hankin & Mazel, PLLC 

Sponsoring Association Committee: Cooperative & Condominium Law, Andrew 

P. Brucker, Chair 

“Very well done program. Excellent on technical ‘traps’.” 

- Jay H. McDowell, Withers Bergman LLP 

Ethics

Ethics • Family/Matrimonial 

44 

Lawyers Following Orders: Ethical Pitfalls 

& Practical Advice 


CLE Credit: 3.0 ethics 

Live program: $255 NYCB Member/Suffolk University 

David Keyko School of Law Alumni/$365 Nonmember 

Co-Sponsored with: The Center for Advanced Legal Studies, Suffolk University 

School of Law 

Many cases in today’s complex legal marketplace require lawyers to work in teams 

and with in-house counsel. This scenario presents situations where some lawyers on 

the team are supervising other attorneys or are themselves being supervised. In this 

situation, what happens when a junior lawyer receives instructions to engage in what 

he believes is unethical or illegal conduct from a supervising attorney or a valued 

client? What happens when a partner receives instructions from a client that she 

believes are unethical? The answer, social psychologists tell us, is that subordinates are 

much more likely to do what they are told than we would like to believe. 

This unique program will present current and practical themes involved in civil 

litigation and corporate practice, followed by vignettes and panel discussions that 

illustrate and analyze common ethical dilemmas faced by attorneys. The panel will 

lead an interactive discussion that explores the many legal and ethical issues that arise 

when attorneys receive instructions or requests they believe are not ethical, and offer 

insights on how to deal with these issues. 

For those of you who attended this program previously, you will not want to miss 

this year’s updated program. 

Program Chair: David Keyko, Pillsbury Winthrop Shaw Pittman LLP 

FAMILY/MATRIMONIAL 

Video Replay 



Enforcing Money Judgments in Matrimonial Cases 

Thursday, December 20 9-11:30 a.m. 




Insurance Law: The Basics 

INSURANCE 




45 

Insurance law issues cut across many practice areas. This popular program on the 

nuts and bolts of New York insurance law is designed for attorneys who encounter 

insurance related issues in their practice. A working knowledge of insurance 

coverage issues that regularly arise is a valuable resource for lawyers including 

the civil litigator in the commencement, defense or settlement of a lawsuit; the 

business transaction lawyer advising on risk management concerns; and the 

in-house counsel confronted with company potential liability matters. The faculty of 

experienced practitioners will present practical information on the recognition and 

resolution of insurance coverage disputes. 

Program Chair: Monte E. Sokol, L’Abbate, Balkan, Colavita & Contini LLP 

Sponsoring Association Committee: Insurance Law, Daniel A. Rabinowitz, Chair 

INTELLECTUAL PROPERTY/INTERNET 

Licensing Agreements: how Recent Decisions are 

Impacting Damages 

Monte E. Sokol 




The ability to use licensing agreements or employ quantitative approaches in 

determining reasonable royalty damages may be more difficult due to recent Federal 

Circuit Court of Appeals decisions. These decisions raised evidentiary standards for 

determining reasonable royalty damages as well as proscribing certain quantitative 

methods. This session will provide a review of the damages issues raised by the 

Federal Circuit, a review of how District Courts have wrestled with these issues, and 

whether these issues reconcile or create tension with accepted economic theory. 

Program Co-Instructors: William Choi, Director, AlixPartners LLP & Gary Gutzler, 

Director, AlixPartners LLP 

Insurance • Intellectual Property

Intellectual Property/Internet 

46 

Internet Rights & Technology: A Practical Legal guide to 

Doing Business on the Internet 

Tuesday, October 9 6-8:30 p.m. 



In today’s technology environment, the Internet permeates all areas of the law – 

corporate, intellectual property, new media, monetization of ownership rights, 

regulatory, litigation (e.g. e-discovery) and licensing. Parties dispute licensing rights 

and jurisdiction. Cyber Attacks are proliferating. Data protection is a key negotiated 

term in all international agreements. Both the New York City Bar Association and 

the New York State Bar Association have issued ethics opinions on “pretexting” and 

“social engineering” to obtain access to a user’s social network profile. This program, 

designed for general practice, corporate and intellectual property attorneys, will focus 

on the practical aspects of doing business on the Internet including the following 

issues: determining jurisdiction over the Internet; social media policies; practical 

aspects of implementing an interactive website; ethics in social media; cyber attacks; 

e-discovery; recent on-line case developments; privacy and data security; content 

licensing; licensing disputes; CDA Section 230 immunity; and right of publicity and 

character protection. 

Program Chair: Richard Raysman, Holland & Knight LLP 

Video Replays 



Lawyering in the Fashion Industry: A Practical guide to Licensing, 

Trademark Protection & Other Industry Issues 

Thursday, September 6 9-12:30 p.m. 




Copyright & Trademark Licensing: From the Basics to the Not So Basic 





LABOR & EMPLOYMENT 

Supreme Court Round-Up: Recent Developments in 

Employment Law Cases 

47 


Networking Reception 8-9 p.m. 



An expert faculty will review and preview labor and employment cases before the 

U.S. Supreme Court. The faculty will examine the significant decisions that were 

issued following the October 2011 Term; the important issues that are to be considered 

in the upcoming October 2012 Term; and often most telling of all - the issues that the 

Court has decided not to decide, but to leave for further development by the lower 

courts. Our Panel will include the perspectives of advocates for employees and 

counsel for management, as well as a neutral and academic. 

Program Chair: Margaret L. Watson, McElroy, Deutsch, Mulvaney & Carpenter, LLP 

Sponsoring Association Committee: Labor and Employment, Rebecca J. 


PHONE 


FAX 

ONLINE 

212 • 382 • 6663 212 • 869 • 4451 



Labor & Employment

Labor & Employment 

48 

Use of Social Media in the Workplace: What Employers & 

Employees Can & Cannot Do 




Can a worker be fired for posting derogatory comments about his or her workplace 

on Facebook? Can an employer set a policy which prohibits its workers from 

posting such comments or speaking to the media or other outside parties about their 

conditions of employment? Since employees in both union and nonunion shops 

began using social media to talk and even rant about their jobs, the National Labor 

Relations Board (“NLRB”) has been busy interpreting the meaning of “protected 

concerted activity” in cyberspace. In addition to defining traditional terms in a new 

age, the NLRB has also had the challenge of preserving the integrity of protected 

concerted activity under the National Labor Relations Act in a widely publicized 

decision D.R. Horton Inc., 357 NLRB No. 184 (2012). This case of first impression 

invalidated an arbitration agreement that prevented employees from engaging in the 

concerted protected activity of filing either class action or collective action lawsuits 

with co-workers. The case required instead they agree to arbitrate such claims solely 

on an individual basis. The Horton decision came on the heels of the Supreme Court 

decision in AT&T Mobility LLC v. Concepcion, 131 S. Ct. 1740 (2011), which enforced 

a class action waiver agreement but in a non - employment setting. A distinguished 

panel of labor and employment practitioners will explore those issues, and advise you 

on how you can best represent your client. 

Program Chair: Jae W. Chun, Friedman & Wolf 

Sponsoring Association Committee: Labor and Employment, Rebecca J. 


LAW FIRM PRACTICE MANAgEMENT 

Cloud Computing for Legal Professionals - 

Webinar 



Webinar Program: $85 Member/$95 Nonmember 

49 

Just what is this cloud everyone is talking about? From the perspective of the law firm, 

computing in the cloud eliminates typical IT expenses, management, and headaches. 

Cloud options are often cost-effective since they forego high up-front costs in favor 

of a predictable monthly fee. Learn about cloud-software applications in a webinar 

demonstration, to help you become better organized, more efficient, and run a better 

practice. Evernote, MindMeister, Dropbox, Efax, and Rocket Matter will be covered. 

Program Instructor: Larry Port, CEO and Founding Partner, Rocket Matter LLC 

Video Replay 



iPad for Transactional Lawyers 

December 19, 2012 9-10:30 a.m. 

CLE credit: 1.5 skills NTD 



Larry Port 

PHONE 


FAX 

ONLINE 

212 • 382 • 6663 212 • 869 • 4451 



Law Firm Practice Management

Legal Writing 

50 

Eric Fishman 

LEgAL WRITINg 

Every Contract is a Litigation Waiting to 

happen 

Thursday, October 18 9-11 a.m. 



Market standard clauses that appear in many business contracts (e.g. choice of law 

clauses, integration clauses, fee-shifting clauses) often do not work as intended 

when tested in the court room. This seminar identifies which clauses are subject to 

repeat litigation, and makes practical drafting suggestions that will reduce the risk of 

contract disputes. This program will help you draft commercial contracts to: minimize 

the risk of fraud claims; allocate the risk of vague or ambiguous clauses; clarify the 

scope of indemnifications; better protect confidential information; avoid waivers of 

contract rights; better specify what damages can and cannot be recovered; refine the 

circumstances in which performance is excused; and improve upon dispute clauses. 

Program Instructor: Eric Fishman, Pillsbury Winthrop Shaw Pittman LLP 

Legend: 




Drafting & Negotiating Default & Remedies 

Provisions in Contracts and Leases 

Wednesday, October 24 9-12 p.m. 

CLE credit: 3.0 skills 


Co-sponsored with: (formerly ALI-ABA) 

51 

This advanced skills program for transactional lawyers explores the do’s and don’ts 

of drafting and negotiating default and remedies clauses in contracts and 

leases. Taught by Marvin Garfinkel, a seasoned transactional lawyer with extensive 

experience in document drafting, this in-depth program shows you how to draft 

effective and enforceable default and remedies provisions that serve your clients’ 

interests in the deal, while reducing their risk of future litigation. 

If you’re looking for a practical review of default and remedy provisions and want to 

learn contract drafting approaches and strategies, this program is for you! 

Program Instructor: Marvin Garfinkel, Of Counsel, Drinker Biddle & Reath LLP 

Using Liability Limitation Provisions in Contracts & 

Other Documents 





Marvin Garfinkel 

This advanced transactional skills program explores the practical issues of drafting and 

negotiating contractual liability limitation provisions across an array of transactional, 

relationship, and financing documents. This program will also address the use of 

remedy limitation provisions and exculpation clauses. 

Attend this one-of-a kind program to get real world advice and specific 

strategies for drafting and negotiating liability limitation provisions in your 

agreements. Taught by Marvin Garfinkel, a seasoned transactional lawyer with 

extensive experience in document drafting, this in-depth program will show you 

how to create effective and enforceable limitation provisions that not only advance 

your clients’ interests, but also reduce their exposure to future litigation and other 

unintended consequences. 

Program Instructor: Marvin Garfinkel, Of Counsel, Drinker Biddle & Reath LLP 

Attend this program and receive a $50 discount off "Drafting & Negotiating Default," also on 

October 24 from 9 a.m.-12 p.m. See above for the course descriptions for both programs. 

Legal Writing

Legal Writing 

52 

Vincent R. Martorana 

Intermediate Concepts in Drafting 

Contracts 




This course builds upon the success of the course on basic drafting concepts presented 

earlier this year and includes the following topics: a recap of basic concepts (including 

the categories of contract language); conditional language; language of exception and 

subordination; the concept of “deemed”; references to time; ambiguities associated 

with and, or, and and/or; drafting formulas; attachments to contracts; and legal 

archaisms. Designed to convey fundamental—but often unconsidered—principles, 

this course will assist both newly admitted and seasoned attorneys with drafting, 

analyzing, and interpreting contracts. Unlike many other contract-drafting courses, 

the program will focus on the manner in which concepts are expressed in a contract, 

rather than the substance of any provision or contract in particular. 

Who should attend? All practitioners wishing to further develop legal drafting 

skills. Attendance to the basic course is not a pre-requisite. 

Program Instructor: Vincent R. Martorana, Reed Smith LLP 

Attend this program on October 29 and receive a $50 discount off “Basic Skills Every Attorney 

Can Benefit From: Satisfy Your Annual Requirement” on November 9th. See p. 64 for the 

November 9th course description. 

Legend: 




53 

Managing the Legal Writing of Others 





Timothy P. Terrell 

This is not your typical legal writing program. It does not focus on the basic skills of 

good legal writing – instead, it focuses on the advanced skills needed by lawyers who 

oversee the writing of other lawyers. While good firms always include in their ranks 

many good writers, those lawyers are pressed for time and frequently respond to 

drafts not by requesting another effort by the author, but by rewriting the document 

themselves. 

To truly “manage” the writing of others - to communicate edits and comments when 

everyone is under pressure to be productive - supervising lawyers need an effective 

and efficient way to give feedback that is quick, insightful, and instructive. This skill 

requires a new vocabulary and approach to editing that any experienced lawyer with 

good writing skills can learn. Attend this advanced, one-of-a kind program and 

get time-saving tips for managing the legal writing of others, so that they do 

the writing, not you. 

Program Instructor: Timothy P. Terrell, Professor of Law, Emory University School of 

Law & Consultant, LAWriters LLC 

Persuasive Legal Writing 





Persuasive legal writing requires a combination of three separate, although related, 

skills: “thinking like a lawyer,” “thinking like a speaker,” and “thinking like a writer.” 

This practical program focuses on the connections between the last two skills – 

thinking like a speaker and thinking like a writer – and how you can apply them to 

every level of your writing to make it more persuasive. 

Taught by a lawyer and legal writing expert who has trained thousands of lawyers 

across the country, this concise program will show you how you can apply the 

classic skills of rhetoric to your own writing to create sharper, more powerful 

briefs, as well as other forms of persuasive legal writing. Although aimed at 

litigators, this program is a must for all lawyers who want to become more persuasive 

writers. 

Program Instructor: Timothy P. Terrell, Professor of Law, Emory University School of 

Law & Consultant, LAWriters LLC 

Attend this program and receive a $50 discount off "Managing the Legal Writing of Others," 

also on November 29 from 9 a.m.-12 p.m. See above for the course descriptions for both programs. 

Legal Writing

LGBT • Litigation 

54 

LESBIAN, gAY, BISExUAL & TRANSgENDER RIghTS 

Family Law Issues in LgBT Parenting 




In the wake of New York’s Marriage Equality Act, the practice of family law has 

significantly changed. Is marriage the panacea for parental rights in LGBT families? 

Are second parent adoptions still necessary or desirable? Hear from a panel of 

experienced practitioners about legal developments related to these issues -- and 

more, including surrogacy, de facto parenting, and the portability of parental status. 

Program Chair: Anna M. Pohl, Trial Attorney, U.S. Equal Employment Opportunity 

Commission 

Sponsoring Association Committee: LGBT Rights, Jordan Backman, Chair 

LITIgATION 

Medical Witnesses: Practical & Ethical Issues Involving 

Physicians Who Testify 


CLE credit: 3.0 total: 2.5 skills & 0.5 ethics 


When a physician testifies as a party, an expert or a treating doctor, attorneys confront 

a range of practical and ethical issues, including the scope and timing of CPLR 

3101(d) exchanges, the preparation and exchange of reports of examining doctors, 

the circumstances under which a treating physician can give opinion testimony, the 

possibility of a pretrial hearing on whether the subject of expert testimony is accepted 

in the medical community and the circumstances under which an examining physician 

creates a physician/patient relationship with the plaintiff. Our panel of Supreme 

Court justices and experienced litigation attorneys will examine these and other issues 

in a lively and informative program with ongoing audience participation. You will 

learn practical approaches to the representation of physicians and their use as expert 

witnesses in personal injury litigation. 

Program Chair: Ellen August, Goetz Fitzpatrick, LLP 

Sponsoring Association Committee: Medical Malpractice, Andrew J. Barovick, 

Chair 

Recent Developments in Civil Practice 

2012: CPLR & Evidence 




55 

Philip M. Halpern 

A panel of leading authorities will provide an update of recent developments and 

trends in New York State civil practice, including: Jurisdiction, Statute of Limitations 

& Pleadings, Orders to Show Cause, Discovery & Motion Practice, Rule 19-A 

Statements, E-Discovery. 

guest Lecturer: Justice Bernard J. Fried (Ret.), Commercial Division, New York 

County, one of our most scholarly and pragmatic Justices of the Commercial 

Division, will share some rare insight from his view on the bench covering a number 

of recurring issues which practitioners face. 

Who Should Attend: This program will provide a foundation for litigators while 

also examining the latest trends and developments. If you are interested in learning 

the basics, want a refresher, or are interested in a quick and easy update, on recent 

developments this program is for you. 

Program Chair: Philip M. Halpern, Collier, Halpern, Newberg, Nolletti & Bock, LLP 

PHONE 


FAX 

ONLINE 

212 • 382 • 6663 212 • 869 • 4451 



Litigation

Litigation 

56 

Basic Litigation Series Basic Litigation Series 

Practicing in NYS Supreme Court 




This program will provide new attorneys with an overall “how to” guide for 

practicing in New York Supreme Court. Panelists will discuss the basics of initiating 

an action, describe the court parts and what they do, and provide information about 

getting a judge assigned to the case. The panelists will also provide an overview of 

court rules, part rules, judge rules, and the relevant sections of the CPLR as a guide 

to navigating the court system effectively. Practical basic tips by seasoned attorneys, 

judges, and court staff have been compiled to provide new attorneys with a “nuts 

and bolts” education of the Supreme Court. 

Program Co-Chairs: John Lundin, Schlam Stone & Dolan LLP & Cynthia B. 

Rubin, Flemming Zulack Williamson Zauderer LLP 

Taking & Defending Depositions: Strategic Tips & 

Techniques 




Litigators know that the deposition is a crucial opportunity to learn about an 

adversary’s case, a valuable opportunity for discovery for your side of the case, and 

a way to gain information to use in a potential summary judgment motion or at 

trial. Whether you are a first-year litigation associate or a senior partner, come learn 

how to maximize your effectiveness at taking and defending a deposition. Our panels 

of skilled litigators and jurists will provide you with unique insights, including, but 

not limited to, practice tips, ethical issues, and the strategic considerations behind 

common deposition techniques. 

Program Chair: Robert J. Burns, Holland & Knight 

Sponsoring Association Committee: Litigation, Robert A. O’Hare, Jr., Chair 

BASIC LITIgATION SERIES- 

SPECIAL DISCOUNTS 

10/11, 10/30, 11/5 & 11/7 (6-9 p.m.) 

Attend any 2 programs & save $50 

Attend any 3 programs & save $75 

Attend all 4 programs & save $100 

Persuasive Opening & Closing Arguments & Dynamic 

Powerpoint Presentations 

57 

Monday, November 5 6-9 p.m. 



This seminar is designed to provide you with all the information you need to know 

to give effective opening and closing arguments at trial, including how to create 

effective PowerPoint presentations to accompany your arguments. Topics include: 

Using themes, theories, and juror values; humanizing issues for the jury; expressing 

emotions; storytelling; using primacy; prohibited statements in an opening; how long 

the opening/closing should be and dealing with judicially imposed time restraints; 

using stance, body language and eye contact to your advantage; integrating the law 

into your argument; using visuals or props; and using analogies. 

Learn to create and use PowerPoint presentations to structure your arguments, 

paint a picture in the jurors’ minds, clarify complex issues and highlight important 

points. 

Program Co-Instructors: Patrick O’Connor, ADA, Queens County; Rick Ostrove, 

Leeds Morelli & Brown P.C. & Labe M. Richman, Attorney at Law 

Enforcing Money Claims Pre- & Post- 

Judgment: Turning Your Judgment into 

an Actual Financial Recovery 



Anthony P. Ellis 


This course examines in detail the process of turning that 

judgment into an actual financial recovery for your client, 

and evaluates everything from the logistical issues in turning 

that judgment into an enforceable document in state and 

federal court, how to locate and identify the defendants’ 

assets both nationally and internationally, and how to take 

possession of and sell those assets to satisfy your judgment. 

Zachary G. Newman 

The program will also provide tips on how to avoid some 

of the common mistakes made in trying to turn your 

judgment into cash. 

Program Co-Chairs: Anthony P. Ellis & Zachary G. Newman, Hahn & Hessen LLP 

“This was one of the better programs I have attended.” 

- Frederick M. Klein, The Sullivan Law Group, LLP 

Litigation

Litigation 

58 

Everything You Wanted to Know About E-Litigation But 

Were Afraid to Ask: E-Filing, E-Discovery, E-Evidence: 

Practice, Law & Technology 




Do you have the knowledge and skills to successfully E-Litigate and E-File your cases? 

Do you know how to win your cases by obtaining and using or precluding crucial 

E-Evidence? Acquire these skills from the O.C.A. Statewide E-Filing Coordinator, a 

Forensic Computer Expert, and an experienced trial attorney who will teach you the 

latest State and Federal law, provide valuable practice tips, and comprehensive written 

materials that are indexed for easy use. These essential skills will make you invaluable 

to your office colleagues and clients. 

This program will teach attendees how to E-File and use the E-Courts system in 

New York State. You will also learn the law, practice and strategy of E-Litigation and 

E-Evidence in the State and Federal Courts, evidentiary and disclosure issues that 

arise with social media evidence, and technological points and date sources that are 

typically utilized. The class will be useful for all lawyers, regardless of experience level 

and practice area. 

Program Co-chairs: Stephen Z. Williamson, Law Office of Steve Williamson, PLLC & 

Robert J. Genis, Sonin & Genis 

Sponsoring Association Committee: Tort Litigation, David M. Hoffman, Chair 

Legend: 




Trials of the Century 

Friday, December 14, 9-4:30 p.m. 

CLE credit: 6.5 credits total: 5.0 skills & 1.5 ethics 



59 

There can be no better education and entertainment than to be seated in the front row 

of the Los Angeles County Court House on August 15, 1912, as Clarence Darrow, 

America’s greatest trial attorney, rises to give his most memorable closing argument. 

Now you have a front row seat. Listen, learn, and enjoy! 

Using actual film footage, re-creations, photos, and verbatim trial transcripts, 

this unique program offers an unforgettable educational experience. See 

excerpts from the O.J. Simpson trial, hear Clarence Darrow cross-examine William 

Jennings Bryan in the Scopes “Monkey Trial,” view the cross-examination of Herman 

Goering at the Nuremberg trials, and listen to Clarence Darrow’s closing argument in 

the Leopold and Loeb trial. Learn the ethics of dealing with difficult witnesses and 

counsel from the Lindbergh Kidnapping trial. Each example is followed by a practical 

discussion of the lessons from the masters that you also can apply to improve your 

own skills as an advocate. 

Program Instructor: Todd Winegar 

Video Replays 



The “how To” of Successful Motion Practice 





Supreme Court - A Year in Review 





Todd Winegar 

Litigation

Nonprofit Organizations 

60 

David G. Samuels 

NONPROFIT ORgANIZATIONS 

Compensation Issues for Charitable 

Organizations 




A 50% discount is available for attorneys working for non-profits & government agencies. 

An expert panel of regulators, attorneys, accountants, and compensation consultants 

will address the broad range of federal and state law issues with respect to compensation 

of nonprofit executives. They will discuss how to determine what constitutes 

“reasonable” compensation for insiders of public charities and private foundations, 

including taxpayer funded organizations which are now the subject of special scrutiny 

and an executive order in New York. The federal rules on intermediate sanctions and 

private inurement will also be explored. 

Program Chair: David G. Samuels, Duval & Stachenfeld LLP 

Sponsoring Association Committee: Nonprofit Organizations, David W. Lowden, 

Chair 

“The New York City Bar does an outstanding job putting on and supporting CLE 

programs in the nonprofit and tax exempt organizations areas. I have chaired and/or 

participated in such programs for the past decade, and have always been impressed with 

the professionalism of their staff, the manner in which they advertise and reach out to the 

practicing bar, and the excellent setting in which the programs are presented.” 

- David G. Samuels, Duval & Stachenfeld LLP 

PHONE 


FAX 

ONLINE 

212 • 382 • 6663 212 • 869 • 4451 



REAL ESTATE 

Residential Real Estate Closings: What 

You Need to Know From Pre-Contract to 

Closing 

61 

Monday, September 10 & Thursday, 

September 13 6-9 p.m. 

Mindy H. Stern 

CLE credit (both days): 6.0 total: 2.5 pp, 2.5 skills & 

1.0 ethics 


Live Program: $395 Member/$535 Nonmember (both days) 

$235 Member/$345 Nonmember (per day) 

This updated program will cover the basics of the purchase and sale of cooperatives, 

condominiums and houses. The panelists will review such general matters as 

forms of ownership, pre-contract due diligence, transfer and mortgage taxes, title 

insurance and lien searches, and the contract of sale, including a review of the loan 

contingency clause and other most frequently negotiated contract provisions, general 

estate planning considerations, commonly encountered problems (such as combined 

apartments), and “how to” close a transaction. This program’s updated content will provide 

CLE credit to all attendees, even if they attended in the past. 

Program Chair: Mindy H. Stern, Schoeman Updike & Kaufman, LLP 

Sponsoring Association Committee: Real Property Law, Andrea D. Ascher, Chair 

Real Estate

Real Estate 

62 

Protecting Your Client in the Current 

Environment: Residential Real Estate 

Contracts & Leases: Using, Drafting & 

Negotiating Riders 


Neil B. Garfinkel 



The use of “riders” to alter and expand the standard forms of real estate contracts and 

leases (co-ops, condominiums and houses) is becoming more and more prevalent and 

important in the ever changing residential real estate market. This program will focus 

on the important provisions which attorneys are including in these riders. Examples 

of provisions that will be discussed and evaluated include “Rent to Own” agreements, 

mortgage contingencies (loss/expiration of commitments after contingency period), 

sale of existing property contingency, requirements of co-op boards regarding 

maintenance escrows, co-op & condo riders – representations regarding noise, leaks 

& construction, “As-Is” provisions, certificate of occupancy provisions & post 

closing possession. 

This program is a must for all attorneys wanting to gain the knowledge needed to 

properly safeguard and advise clients in real estate transactions. This program’s updated 

content will provide CLE credit to all attendees, even if they attended in the past. 

Program Chair: Neil B. Garfinkel, Abrams Garfinkel Margolis Bergson, LLP 

PHONE 


FAX 

ONLINE 

212 • 382 • 6663 212 • 869 • 4451 



hot Topics Affecting Cooperatives & 

Condominiums: Cases & Marketplace 

Developments in the Last Six Months 

63 

Friday, October 26 8:30-10:30 a.m. 


Andrew P. Brucker 


This program is essential for those who practice coop and condo law. First there will 

be a review of recent cases decided in the past six months. Then the panel will discuss 

three current and important topics facing those who practice coop and condo law. 

Program Chair: Andrew P. Brucker, Schechter & Brucker PC 

Sponsoring Association Committee: Cooperative & Condominium Law, Andrew 

P. Brucker, Chair 

“Very informative.” 

- Irwin B. Cohen, Attorney at Law 

“I have been the Chairman of the Cooperative and Condominium Law Committee of 

the New York City Bar Association for the past two years, and prior to that, I was the 

Chairman of that Committee’s Continuing Education Sub-Committee and before that, I 

lectured at numerous NYC Bar CLE programs. In all of this time, the staff of the City 

Bar has been extremely helpful, dedicated and professional. Having read the comments of 

those in attendance during those past 12 years, I can attest to the fact that those who attend 

the Coop/Condo CLE programs at the City Bar are extremely satisfied and believe that 

these courses are essential to their growth as a member of the bar. Besides the CLEs, the 

City Bar has events and functions which make it the perfect place for a New York lawyer 

to network. Finally, the beautiful historic building makes the City Bar Building the perfect 

home for every New York attorney.” 

- Andrew P. Brucker, Schechter & Brucker PC 

Real Estate

Real Estate • Skills 

64 

Development Rights & Wrongs: The 

Dos & Don’ts of Zoning Lot Mergers & 

Development Rights Transfers in New York 

City 


Stuart Beckerman 



This updated program will provide an overview of current 

New York City law governing zoning lot mergers and the 

transfer of unused development rights, known as “air rights”, 

between contiguous and non-contiguous lots, as well as the 

mechanics and practical considerations involved in such 

matters. The program will review the relevant provisions of 

the NYC Zoning Resolution, explain core concepts using real 

Robert A. Jacobs life examples, explore key title issues, and go through each of 

the forms and documents required to effect such transfers. In 

addition, the program will discuss special zoning districts with 

additional incentives for development rights transfers. 

Program Co-chairs: Stuart Beckerman, Slater & Beckerman, LLP & Robert A. 

Jacobs, Belkin Burden Wenig & Goldman, LLP 

Sponsoring Association Committee: Land Use Planning & Zoning, Mark A. 

Levine, Chair 

SKILLS 

Basic Skills Every Attorney Can Benefit From: Satisfy Your 

Annual Requirement 

Friday, November 9 9-3:30 p.m. 



The successful practice of law depends on more than just knowledge of the law. 

Proficiency in refining skill sets is crucial in assisting all lawyers in real world practice. 

Attend this program to gain the knowledge needed to advance your career. Topics 

have been selected for their relevance and importance to legal practice. 

What you will learn: 

• Fundamentals of Legal Drafting 

• Introduction to Negotiation: Strategic Style, Communication & Preparation 

• Mastering the Art of Oral Communication 

SOCIAL MEDIA 

65 

Advising Your Clients on the Business & Legal Implications 

of Social Media 

Friday, November 2 9-12:30 pm 



Social media is being widely used, regardless of the industry. Attorneys in every 

practice area and firm size need to be able to advise their clients of the myriad legal 

considerations to minimize their clients’ legal risks. A prominent faculty of experts 

will analyze various legal aspects of advertising, intellectual property, employment 

and compliance issues. Topics to be discussed include: platform specific concerns, 

trademark and copyright issues, sweepstakes and contests, managing employees, 

litigation readiness, and FTC considerations. The course will also review some of 

the latest case law emerging from the social media environment. Finally, the panel will 

discuss ways to promote harmony between marketing and legal departments in the 

fast-paced social media world. 

Program Chair: Kyle-Beth Hilfer, Kyle-Beth Hilfer, P.C. 

Video Replays 



google Search Tricks, Cloud Apps & Research Tips 

Tuesday, November 20, 2012 9-12 p.m. 

CLE credit: 1.5 law practice management & 1.5 skills NTD 



Attend this video replay and receive a $50 discount on “Internet Investigative Research” also 

on November 20. 

Internet Investigative Research Strategies for the Legal Professional 

November 20, 2012 1-4 p.m. 




Attend “Google Search Tricks, Cloud Apps & Research Tips” also on November 20 and 

receive a $50 discount on this program. 

Social Media

Trusts & Estates 

66 

TRUSTS & ESTATES 

T&E Issues in Marriage Equality 




Although same sex marriage is now legal in New York, it is still not recognized on 

the Federal level. This program will discuss the interplay between various New York 

State and Federal laws that apply to married couples, and explain which attributes of 

marriage will apply to a same sex couple married in New York. 

Program Chair: Sponsoring Association Committee: Estate & Gift Tax, Brit L. 

Geiger, Chair 

To Infinity & Beyond: Hot Topics Affecting Estate 

Litigators 




The panelists will discuss the commencement of proceedings in Surrogate’s Court 

and related issues of standing, beneficiary status and applicable statute of limitations. 

Thereafter, the panelists will address burdens of proof and some common evidentiary 

problems, particularly those surrounding gifts purportedly made by a decedent during 

his lifetime. Finally, the panelists will address looming concerns regarding attorney 

malpractice and the best practices to avoid such claims. 

Program Chair: Lauren J. Rocklin, Withers Bergman LLP 

Sponsoring Association Committee: Trusts, Estates & Surrogate’s Court, Sharon 

Klein, Chair 

PHONE 


FAX 

ONLINE 

212 • 382 • 6663 212 • 869 • 4451 



Coming Soon 

Professional Development 

Workshop Series 

January-June 2013 

This annual series provides attorneys with critical training to 

help them succeed as they transition into more senior roles. 

As always, the Series is free to City Bar members and attorneys 

from sponsoring law firms. Visit www.nycbar.org/cle soon for 

a full brochure and to register. 

The New York City Bar Building 

42 West 44 th Street, New York City 

For sponsorship opportunities please contact 

Alison Fidler, Assistant Director of Marketing 

(212) 382-6753 |AFidler@nycbar.org 



67 

Professional Development Series

Calendar 

68 

CALENDAR 

SEPTEMBER 

The “how To” of Successful Motion Practice ................................................ 59 




Lawyering in the Fashion Industry: A Practical guide to Licensing, 

Trademark Protection & Other Industry Issues ............................................. 46 

Thursday, September 6 9-12:30 p.m. 



Securities Arbitration & Mediation hot Topics 2012: “The” Program 

For Attorneys, Experts, Arbitrators & Mediators ........................................... 17 





Pre-Contract to Closing ................................................................................................. 61 

Monday, September 10 & Thursday, September 13 6-9 p.m. 

CLE credit: 6.0 total: 2.5 pp, 2.5 skills & 1.0 ethics 

Live Program: $395 Member/$535 Nonmember (both days) 

$235 Member/$345 Nonmember (per day) 

Licensing Agreements: how Recent Decisions are Impacting Damages .... 45 




Ethical Considerations for Corporate Investigations: Updates 2012 ............... 40 




Private Equity Structuring: The Basics .................................................................... 23 




69 


Efficiently ......................................................................................................................... 24 




Attend this program and receive a $50 discount off “Private Equity Structuring: 

The Basics,” also on September 14 th . 

Supreme Court - A Year in Review ...................................................................... 59 




9 th Annual Institute on Corporate, Securities, & Related Aspects of 

Mergers & Acquisitions ............................................................................................... 26 

Thursday, September 20 8:30 - 6 p.m & Friday, September 21 8:30-6 p.m. 

CLE credit: 17.5 total: 9.5 pp, 7.0 skills & 1.0 ethics (both days) 


Ethics, Discipline & Real World Obligations: 2012 Updates ............................. 41 





Tipsters ............................................................................................................................... 25 

Thursday, September 27 6-9 p.m. 



OCTOBER 

Medical Witnesses: Practical & Ethical Issues Involving Physicians Who 

Testify ................................................................................................................................ 54 


CLE credit: 3.0 total: 2.5 skills & 0.5 ethics 


PHONE 


FAX 

ONLINE 

212 • 382 • 6663 212 • 869 • 4451 



Calendar

Calendar 

70 


Estate Contracts & Leases: Using, Drafting & Negotiating Riders .............. 62 




MBA Concepts for Lawyers in the Age of Financial Reform .......................... 25 

Friday, October 5 9-4:30 p.m. 


Live Program: $595 Members/$695 Nonmembers 

Internet Rights & Technology: A Practical Legal guide to Doing 

Business on the Internet ............................................................................................... 46 

Tuesday, October 9 6-8:30 p.m. 



Ethical Considerations in handling Insurance Claims & Disputes ............... 41 

Wednesday, October 10 9-11 a.m. 

CLE credit: 1.0 ethics & 1.0 pp 


Cloud Computing for Legal Professionals - Webinar ......................................... 49 



Webinar Program: $85 Member/$95 Nonmember 

Basic Litigation Series 

Practicing in NYS Supreme Court ............................................................................. 56 




See p. 56 for special discounts that apply to the Basic Litigation Series. 

16-hour New Jersey Bridge-the-gap: Satisfy the Mandatory 15 

Credits & More ......................................................................................................... 21 

Fridays, October 12 & 19 9-5 p.m. 

CLE credit: (both days) 16.0 total: breakdown tbd 



Live program (per day): $395 Member/$535 Nonmember 

71 


Prosecution & Defense of Insider Trading Cases ................................................ 36 




Current Legal Ethical Issues ................................................................................ 42 




Live program: $275 member/$385 nonmember 

hot Topics in Advertising & Marketing Law 2012 ............................................... 22 




Every Contract is a Litigation Waiting to happen ............................................... 50 

Thursday, October 18 9 -11 a.m. 



Aviation Law: Critical Issues in Litigation & Regulatory Compliance, 

Airport Land-Use, & Corporate Aircraft Transactions ........................................ 20 





Know When handling a Transaction........................................................................ 43 

Monday, October 22 6-8:45 p.m. 



Overseas Securities & Other Fraud Risks: Analysis of Recent 

Developments ................................................................................................................... 32 

Tuesday, October 23 9-11 a.m. 



PHONE 


FAX 

ONLINE 

212 • 382 • 6663 212 • 869 • 4451 



Calendar

Calendar 

72 


and Leases .................................................................................................................. 51 




Using Liability Limitation Provisions in Contracts & Other 

Documents ................................................................................................................. 51 




Attend this program and receive a $50 discount off "Drafting & Negotiating Default & 

Remedies Provisions in Contracts and Leases," also on October 24th from 9 a.m.-12 p.m. 

Recent Developments in Civil Practice 2012: CPLR & Evidence .................... 55 




Art Law 101: The Basics ................................................................................................ 19 


CLE credit: 2.5 pp & 0.5 ethics 


Supreme Court Round-Up: Recent Developments in Employment 

Law Cases .......................................................................................................................... 47 




hot Topics Affecting Cooperatives & Condominiums: Cases & 

Marketplace Developments in the Last Six Months ........................................... 63 

Friday, October 26 8:30-10:30 a.m. 



Intermediate Concepts in Drafting Contracts ........................................................ 52 




Attend this program and receive a $50 discount off “Basic Skills Every Attorney 

Can Benefit From: Satisfy Your Annual Requirement” on November 9 th . 

73 

Compensation Issues for Charitable Organizations ............................................. 60 





Taking & Defending Depositions: Strategic Tips & Techniques ................... 56 





NOVEMBER 


ERISA Attorneys Need to Know ................................................................................ 38 




Attend this program and receive a $50 discount off “A Guide to Advising Clients on 

Say-on-Pay & Related Executive Compensation Issues” on November 13 th . 

Advising Your Clients on the Business & Legal Implications of 

Social Media .................................................................................................................... 65 

Friday, November 2 9-12:30 pm 




Persuasive Opening & Closing Arguments & Dynamic Powerpoint 

Presentations .................................................................................................................... 57 





Women in Negotiation: Practical Tips to Strengthen your Negotiation 

Skills (for You & Your Clients) .................................................................................... 16 

Wednesday, November 7 9-12:30 p.m. 



Calendar

Calendar 

74 


Enforcing Money Claims Pre- & Post-Judgment: Turning Your 

Judgment into an Actual Financial Recovery ......................................................... 57 





Insurance Law: The Basics .......................................................................................... 45 




Basic Skills Every Attorney Can Benefit From: Satisfy Your Annual 

Requirement ..................................................................................................................... 64 

Friday, November 9 9-3:30 p.m. 



Attend “Intermediate Concepts in Drafting Contracts” on October 29 th and receive a 

$50 discount off this program. 

T&E Issues in Marriage Equality .............................................................................. 66 




A guide to Advising Clients on Say-on-Pay & Related Executive 

Compensation Issues ..................................................................................................... 39 




Attend “Employment & Severance Agreements: What Both Employment & ERISA 

Attorneys Need to Know” on November 1 st and receive a $50 discount off this program. 

Everything You Wanted to Know about E-Litigation But Were Afraid 

to Ask: E-Filing, E-Discovery, E-Evidence–Practice, Law & Technology .. 58 




75 

2012 Elder Law Updates .......................................................................................... 38 




Licensing, Naming Rights, & Sponsorship Agreements in the 

Sports & Entertainment Industry ........................................................................ 39 

Wednesday, November 21 9-10:30 a.m. 



Lawyers Following Orders: Ethical Pitfalls & Practical Advice ....................... 44 


CLE Credit: 3.0 ethics 

Live program: $255 NYCB Member/Suffolk University School of Law 

Alumni/$365 Nonmember 

google Search Tricks, Cloud Apps & Research Tips .................................... 65 

Tuesday, November 20, 2012 9-12 p.m. 

CLE credit: 1.5 law practice management & 1.5 skills NTD 


Internet Investigative Research Strategies for the Legal Professional ..... 65 

November 20, 2012 1-4 p.m. 



To Infinity & Beyond: Hot Topics Affecting Estate Litigators ......................... 66 




Best of 16-hour Bridge-the-gap: Practical Skills, Ethics & More… ...... 21 


Wednesday, December 5 9-5 p.m. (Day 2) 


CLE credit (both days): 16.0 total: 7.0 pp, 8.0 skills & 1.0 ethics 



Calendar

Calendar 

76 

Use of Social Media in the Workplace: What Employers & Employees 

Can & Cannot Do............................................................................................................ 48 




Managing the Legal Writing of Others ........................................................... 53 




Persuasive Legal Writing ....................................................................................... 53 




Attend this program and receive a $50 discount off "Managing the Legal Writing of 

Others," also on November 29 from 9 a.m.-12 p.m. 

A Practical guide to LLCs ............................................................................................ 33 




DECEMBER 

Development Rights & Wrongs: The Dos & Don’ts of Zoning Lot 

Mergers & Development Rights Transfers in New York City ........................... 64 




Successful Art Succession: Advanced Estate Planning Considerations ......... 19 


CLE credit: 3.0 total: credit breakdown tbd 


Best of 16-hour Bridge-the-gap: Practical Skills, Ethics & More… ...... 21 





77 

A Mediation Career: getting Started ......................................................................... 17 




Family Law Issues in LgBT Parenting .................................................................... 54 




The Institute for Corporate Counsel: Navigating the Boardroom, 

the Courtroom & the Space Between ...........................................................28-29 



Live Program: $1495 NYCB Member/Outside Counsel 

$1595 Nonmember, Outside Counsel 

Outside Counsel May Bring one Complimentary Corporate Counsel Client 

$221.25 NYCB Member/Corporate Counsel 

$295 Nonmember, Corporate Counsel 

Futures & Derivatives: Recent Dodd-Frank Rulemaking & 

Developments ................................................................................................................... 34 




1 st Annual Securities Litigation & Enforcement Institute .......................30-31 



CLE credit: breakdown tbd 


Current Legal Ethical Issues ................................................................................ 42 






Monitors ....................................................................................................................... 36 


CLE credit: 3.0 total: 2.0 pp & 1.0 ethics NTD 


Calendar

Calendar 

78 

Trials of the Century ............................................................................................... 59 

Friday, December 14 9-4:30 p.m. 

CLE credit: 6.5 credits total: 5.0 skills & 1.5 ethics 


Copyright & Trademark Licensing: From the Basics to the Not 

So Basic ........................................................................................................................ 46 

Tuesday, December 18, 2012 9-12 p.m. 



iPad for Transactional Lawyers ............................................................................ 49 

December 19, 2012 9-10:30 a.m. 



Enforcing Money Judgments in Matrimonial Cases ...................................... 44 

Thursday, December 20 9-11:30 a.m. 



Legend: 




CITY BAR CENTER POLICIES 

79 

Transitional Credit 

Newly admitted attorneys are required to take live (traditional format) CLE courses 

that offer transitional credit, which the majority of our programs provide. Credit is 

not available for newly admitted attorneys for non-traditional course formats such as 

video replays, CDs, DVDs, audio files or online programs. Newly admitted attorneys 

must fulfill their CLE requirements through live classroom instruction. Programs that 

do not provide transitional credit are listed as non-transitional. Courses are sometimes 

referred to as “Bridge-the-Gap” programs because they are directed at bridging the 

gap between law school and the day-to-day practice of law. Bridge-the-Gap courses 

are not limited to newly admitted attorneys. 

Cancellations & Refunds 

For live programs & video replays, refunds & program credits are available provided 

cancellation is made in writing & received by the City Bar Center prior to the program. 

A $35 administrative fee will be charged for all refunds. The cancellation fee will be 

deducted directly from the refund. For program credits no administrative fee will be 

charged. Program credits must be used within one year of the original program date. 

Cancellations must be in writing & faxed to the City Bar Center at (212) 869-4451. 

Refunds & program credits are not available for the purchase of CDs, DVDs course 

materials, audio files (podcasts) and online programs. 

Scholarships & Discounts 

Financial scholarships are available for traditional & non-traditional program formats. 

An application must be submitted in writing at least three (3) weeks before the date on 

which the CLE program is scheduled. Applications received less than three (3) weeks 

before the program shall be denied. For various discounts on programs and products, 

visit our website www.nycbar.org/CLE 

To Register for a Program or Purchase CDs, DVDs or Materials 

Mail your registration form with payment to the New York City Bar, City Bar Center 

for CLE, 42 West 44th Street, New York, NY 10036; Fax to (212) 869-4451; Register 

online at www.nycbar.org/CLE or call the City Bar Center for CLE at (212) 382-6663. 

Please allow 3-5 weeks for delivery of CDs, DVDs and course materials. International 

orders will be sent by traceable means, and an additional charge for shipping will be 

charged to the recipient. Course materials will be provided at live programs and video 

replays, and will accompany DVD & CD purchases. Materials for most programs are 

also available for purchase as stand-alones; however, CLE credit is not awarded for 

purchase of course materials alone. 

Policies

Policies 

80 

Advance Registration 

A $25.00 walk-in fee will be charged if registration and payment are received by our 

office later than 3:00 p.m. on the previous business day of the program. Payment 

must accompany registration; reservations are not accepted. 

CLE Certificates 

CLE certificates for attending a program are given out at the program and signed by a 

CLE staff member at the end of the program. You are responsible for keeping a copy 

of the CLE certificate for your own records. A $15 administrative fee will be charged 

for additional copies of certificates. 

CLE Credit 

We are an accredited CLE provider in California, Illinois, New Jersey, New York and 

Pennsylvania. 

CPE Credit 

The City Bar Center for CLE is authorized to award Continuing Professional 

Education (CPE) credit for CPAs. 

Special Offers 

The City Bar Center for CLE offers discounted pricing for New York City Bar 

Members, registration of multiple attorneys from the same firm, government & public 

interest attorneys, students, academics and attorneys in small law firms. Scholarships 

are also available. For more information on all of our special offers and scholarships, 

please visit our website at www.nycbar.org/CLE. 

A $25.00 walk-in fee will be charged if registration and payment are received by our 

office later than 3:00 p.m. on the previous business day of the program. 

Visit Our Website 

Register online, get full course descriptions and find out about Association events and 

membership at www.nycbar.org/CLE. 

If you need special accommodations please contact Madeline Montalvo 

212-382-6657 at least 3 days prior to the program. 

PHONE 


FAX 

ONLINE 

212 • 382 • 6663 212 • 869 • 4451 



MEMBERShIP 

Make a Wise Investment in Your Professional Future 

Join the New York City Bar and: 

• Save up to 35% off the cost of your Continuing Legal Education 

programs, covering every substantive practice area imaginable. 

Similar discounts apply to audio tapes, videotapes and printed 

materials. 

• Join one of our over 150 committees - whether it is writing reports 

on current legislation, hosting programs and events, or filing amicus 

briefs in ground-breaking legal cases, our committees shape policy 

and frame debate on the pressing legal issues of the day. 

• Connect with over 24,000 members who are in private practice, 

public services, the judiciary, government, academia, in-house and 

law school, and who all share membership in this extraordinary 

Association. 

• Attend events and network with other professionals. 

• Visit our Library; members can get free access to legal research 

tools including LexisNexis, Westlaw, and other databases. 

• Volunteer for the City Bar Justice Center, our public service 

affiliate which works to increase access to justice for New Yorkers in 

need - immigrants, battered women, the homeless, the elderly, cancer 

survivors, consumers filing for bankruptcy or facing foreclosure, 

veterans seeking benefits and struggling small businesses - by 

leveraging the resources of the New York City legal community. 

• Access other member benefit programs such as professional and 

personal insurance, office resources, credit card processing, financial 

services and much more. 

For more information on membership or to join, please contact the 

Membership Department at (212) 382-6665 or 

membershipservices@nycbar.org. 

81 

Membership

Registration/Order Form 

82 

Policies 

CLE REgISTRATION/ORDER FORM 

q Member q Nonmember Date of Order ____________________ 

First Name ________________ Middle Initial __ Last Name ___________________ 

Firm _______________________________________________________________ 

Address ____________________________________________________________ 

Daytime Phone Number _________________ Fax Number ____________________ 

Email Address ________________________________________________________ 

q Enclosed is my check for $_____ _, payable to the City Bar Center for CLE or New 

York City Bar. 

q I will be paying by credit card: 

q American Express #_ _ _ _–_ _ _ _ _ _–_ _ _ _ _ Exp. Date _____ 

q Visa q MC # _ _ _ _–_ _ _ _ _ _–_ _ _ _ _ Exp. Date _____ 

Amount to Charge $ _____ 

Signature 

Program Name & Date CD 

DVD 

*Materials purchased as stand-alones do not qualify for CLE credit. 

Orders for CDs/DVDs and materials may be placed by telephone, fax, mail or online at 

www.nycbar.org/CLE. Please allow three to five weeks for your order to be processed. Prices 

include mandatory NYS sales tax. All sales are final. include mandatory NYS sales tax. If you select 

a download or CD in lieu of the book you will save an additional 10% off the already discounted 

prices. 

** For older programs downloads may not be available but CDs will be.** 

All sales are final. 

City Bar Center for CLE 

New York City Bar, 42 West 44th Street, New York, NY 10036 

Tel: 212-382-6663 or Fax: 212-869-4451 or Register online at www.nycbar.org/CLE 

CLE Credit: CLE credit for programs on CDs/DVDs and video replays are only available to 

attorneys who have been admitted to practice for two or more years. CDs/DVDs and materials 

will be mailed with a program evaluation and verification form in the name of the attorney who 

placed the order. Once you have viewed listened to the CDs/DVDs, complete the verification and 

evaluation forms and return them to the City Bar Center. A CLE certificate will then be mailed to 

you. Only one CLE certificate will be provided per purchase. 

Materials Only* 

Download of 

Materials 

(pre-registrants only) 

Hard Copy of Book 

All information in this calendar is subject to change. 

Hard Copy & 

Download. Call or 

fax to receive this 

offer 

(An additional $25) . 

Fee 

UPCOMINg WINTER/SPRINg INSTITUTES 

Canadian/American 

Cross-Border Insolvency Symposium 

2013 


Academy of Privacy & Security Law 

2013 

1 st Annual Not-for-Profit Institute 

Thursday, April 18, 2013 

The 10 th Annual Institute on Tax Aspects of 

Mergers & Acquisitions: 

New Approaches for the Economic Recovery 

Thursday, April 25, 2013 12:30-6:30 p.m. & 

Friday, April 26, 2013 8:30-5 p.m. 


The Center for the Study of Mergers & Acquisitions, Penn State Law School 

2 nd Annual White Collar Crime Institute 

Monday, May 20 2013 

3 rd Annual CFO/CIO/COO Forum 

Thursday, June 6, 2013 

Co-Presented with: 

West LegalEdcenter, A Division of 

For sponsorship and partnership opportunities please contact: 


(212) 382-6606 | MSchwartz-Clement@nycbar.org

NON-PROFIT 

ORGANIZATION 

U.S. Postage Paid 

New York, NY 

Permit No. 5532 

ASSOCIATION OF ThE BAR OF 

ThE CITY OF NEW YORK 

City Bar Center for CLE 

42 West 44th Street 

New York, NY 10036-6604 

FALL CATALOG 

2012 

“In today’s global environment, regulation, markets and legal practices are changing 

rapidly. The City Bar’s CLE programs provide superior training, skill development 

and legal updates so that busy lawyers can stay informed and at the top of 

their profession.” 

Tom Seaman, SVP, General Counsel 

and Chief Compliance Officer of Best Doctors, Inc. 

Faculty, City Bar Center for CLE 


www.nycbar.org/cle 212-382-6663 

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