Baird Holm 2026 Corporate Counsel & Ethics Forum

From 12/08/2026 7:45 a.m. until 12/08/2026 11:45a.m.

WHAT:
The Baird Holm 2026 Corporate Counsel & Ethics Forum is a value-added, educational offering for clients and invited guests that provides practical insights and information about the complex rules and regulations faced by in-house counsel, business owners, and executives. Continuing education credit will be offered for the program, including one hour of ethics credit.

This Forum will be offered in-person and via Zoom.

WHEN:
Tuesday, December 8, 2026
7:45 a.m. – 8:15 a.m. – Registration & Breakfast
8:15 a.m. – 8:30 a.m. – Welcome & Introductions
8:15 a.m. – 11:45 a.m. – Forum Programming

WHERE:
Happy Hollow Club
1701 S. 105th St.
Omaha, NE 68124

COST:
FREE for clients and invited guests.

REGISTRATION:
Please click HERE to register for the forum.

ZOOM OPTION:
If you choose to attend via Zoom, you will receive an email a few days in advance of the Forum with a link to the livestream event along with the presentation materials.

The Corporate Counsel & Ethics Forum will not be recorded.

QUESTIONS:
If you have questions, please contact Callie at csutton@bairdholm.com.

Agenda
7:45 a.m. – 8:15 a.m. | Registration & Breakfast

8:15 a.m. – 8:20 a.m. | Welcome & Introductions
J. Scott Searl

8:20 a.m. – 8:50 a.m. | AI, Esq.: When Employees Lawyer Up Without a Lawyer
Kristine P. Krupka & George E. Martin III
Your employees’ newest legal adviser is a know-it-all without a law license and is available to your workforce 24 hours a day, seven days a week. From chatbot-coached workplace interactions and secretly recorded conversations to questionable digital evidence and AI-drafted lawsuits, this session will explore how AI is reshaping workplace disputes and employment litigation. Join Kris and George for a look at this evolving phenomenon, an overview of the risks employers face, and practical guidance on how to protect confidential information, navigate AI-fueled claims, and avoid becoming your own worst exhibit.

8:50 a.m. – 9:20 a.m. | The Business Case for and Against Arbitration
Lindsay K. Lundholm
When does arbitration make sense for your business, and when is litigation the better choice? Drawing on her experience as a business litigator and AAA arbitrator, Lindsay will explore the trade-offs of agreeing to arbitration and how the wording of an arbitration clause can shape a dispute. The program will highlight practical factors to weigh when choosing arbitration and managing disputes, with a focus on cost, confidentiality, and your company’s business needs.

9:20 a.m. – 9:30 a.m. | Break

9:30 a.m. – 10:00 a.m. | Securities Issues: Identifying Hidden Risks
Amber N. Preston
This presentation will assist everyday business and corporate lawyers to spot overlooked risks and compliance traps before they turn into issues. Attendees will discover how standard contracts and routine business deals can accidentally cross the line into regulated securities territory.

10:00 a.m. – 10:30 a.m. | Title, Tax, and Trusts—Understanding Private Wealth Transfers
Jesse D. Sitz
Often, in-house counsel are faced with requests by business owners or their estate planning counsel to retitle ownership interests for tax, probate-avoidance, and other purposes. Jesse will outline the “whys” underpinning these types of transfers and provide you with tools to evaluate the effects these ownership changes might have on your companies. He will discuss how to avoid (or fix) problems arising from these kinds of ownership changes.

10:30 a.m. – 10:40 a.m. | Break

10:40 a.m. – 11:40 a.m. | Ethics Update
Steven D. Davidson
Steve will provide an update on recent developments involving professional responsibility, ethics, and privilege, with a particular focus on areas of interest to corporate counsel.

11:40 a.m. – 11:45 a.m. | Closing Remarks
J. Scott Searl

11:45 a.m. | Adjourn

Continuing Education Credits:

This event is pending approval for the following continuing education credits:

NE MCLE
IA CLE
KS CLE
MO CLE
ID CLE