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Baird Holm’s Corporate In-House Counsel and Ethics Forum

From 12/14/2021 12:00 pm until 12/14/2021 5:00 pm

At Marriott Regency

You are invited to join us for Baird Holm’s 2021 Corporate In-House Counsel and Ethics Forum. This program is specifically designed to address current issues affecting in-house counsel, business owners, and executives. Continuing education credit will be offered for the program, including one hour of ethics credit. 
This year, Baird Holm is excited to host the Corporate In-House Counsel and Ethics Forum in-person and online. Of course, the safety of our guests, staff, and attorneys remains our top priority and we will continue to look to the CDC and other authorities for guidance as the Forum draws closer. We will promptly notify you if our plans change.
Tuesday, December 14, 2021
11:30 a.m. – 12:00 p.m. Registration & Lunch 
12:00 – 5:00 p.m. Meeting
 Omaha Marriott
10220 Regency Circle
Omaha, NE 68144
FREE for clients and invited guests.
Safe Event Plan:
Masks are required for everyone attending the in-person event. 
Read about Baird Holm’s Safe Event Plan for the 2021 Corporate In-House Counsel and Ethics Forum.
Virtual Attendee Option:
If you select the “virtual” option, you will receive an email with a link to the live stream event, along with the presentation materials, in the days leading up to the actual Forum. Please note that the Corporate In-House Counsel and Ethics Forum will not be recorded for later access, so please plan to watch the event in real-time on December 14.

As space is limited, please register by Tuesday, November 30, 2021.

If you have questions, please contact Kristen at

Continuing Education Credits:
This program is approved for the following credits:


12:00 -12:10 p.m. | Welcome & Introductions
Aaron B. Johnson

12:10 – 12:55 p.m. | 2021 Corporate Case Law Update
J. Scott Searl & Kevin P. Tracy
A summary of material court decisions in Delaware and local courts impacting contract law, governance, and other aspects of corporate law.

12:55 -1:40 p.m. | Board and CEO Selection and Evaluations
Scott S. Moore & Amber N. Preston
Whether required by law or needed to ensure proper oversight and operations, a board’s self-evaluation or its evaluation of an executive officer presents many practical and legal challenges.  Scott and Amber will explore processes for undertaking such evaluations and considerations to weigh when opinions vary about the effectiveness and expectations of an organization’s leadership.

1:40 – 1:50 p.m. | Break

1:50 – 2:20 p.m. | 2021 Tax Update
Jesse D. Sitz & Hannah Fischer Frey
On November 19, 2021, the U.S. House of Representatives passed the Build Back Better Act, which includes a number of tax changes applicable to individuals and businesses. While the Act remains subject to amendment by the Senate, this presentation will provide a summary of the most important proposed changes and, if available, provide any updates to the draft legislation. This presentation will also touch on other notable developments from 2021 relating to the tax obligations of businesses.

2:20 – 3:05 p.m. | Looking Ahead to Consumer Data Privacy in 2022
Grayson J. Derrick & AriAnna C. Goldstein
With Virginia and Colorado joining California in passage of comprehensive consumer data protection laws, we expect additional states to follow their lead in 2022.  We’ll examine Virginia and Colorado’s law to provide insight in what we can expect from states in the coming year.  Finally, we will provide an update on discussions happening at the federal level with respect to consumer data privacy.

3:05 – 3:15 p.m. | Break

3:15 – 3:45 p.m. | The Latest on COVID-19 and the Workplace
 R.J. (Randy) Stevenson & Kelli P. Lieurance
This session will cover the latest COVID-related legal issues affecting your workplace. From vaccine mandates to boosters, if it’s hot, we’ll cover it.

3:45 – 4:00 p.m. | Break

4:00 – 5:00 p.m. | Legal Ethics: Understanding and Protecting Attorney Client Privilege in the Corporate Setting
Jonathan R. Breuning & Steve D. Davidson
This session will take a detailed look at in-house counsel’s ethical duty to protect confidential client information by fully understanding the attorney-client privilege and taking steps to preserve that privilege to the maximum extent.  Following a review of the fundamentals of attorney-client privilege in Nebraska and the 8th Circuit, we will examine 10-15 recent cases either upholding or rejecting claims of privilege for internal communications between in-house counsel and management; communications with third-party consultants; communications arising out of internal investigations; and the availability of the privilege to corporate officers in their individual capacity.  We will also compare the attorney-client privilege to the attorney work product doctrine.


1700 Farnam Street | Suite 1500 | Omaha, NE 68102 | 402.344.0500