Baird Holm’s 2025 Corporate Counsel & Ethics Forum

From 12/09/2025 7:45 a.m. until 12/09/2025 11:45a.m.

WHAT:
Baird Holm’s 2025 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 9, 2025
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. – Meeting

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

COST:
FREE for clients and invited guests.

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 Kristen at Kbelford@bairdholm.com.

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

8:15 a.m. – 8:30 a.m. | Welcome and Introductions
J. Scott Searl

8:30 a.m. – 8:50 a.m. | “Good” Technology Agreements Go “Bad”
Grayson J. Derrick & AriAnna C. Goldstein
Rapid AI adoption, cybersecurity concerns, and the ongoing demand for digital transformation are reshaping companies’ technology priorities. Sometimes the technology doesn’t deliver on its promise, but what was the actual promise? It’s in the agreement, right? Technology agreements are some of the most critical agreements your organization will enter into and getting good financial terms on their own is not enough. In this session intellectual property partners Gray Derrick and AriAnna Goldstein will discuss some of the most important clauses in technology agreements, from acceptance testing when the technology is implemented to end of product life support, and what types of clauses will protect your organization the most through all stages of your agreements.

8:50 a.m. – 9:20 a.m. | Lessons from the Courtroom: Litigation Preparedness for In House Counsel
Lindsay K. Lundholm & Brian Barmettler
While some successful in house counsel go many years without having to manage litigation, like death and taxes, inevitably disputes will arise – is your company prepared? In this session, business litigators Lindsay Lundholm and Brian Barmettler will offer practical guidance to help you address third party subpoenas, depositions of your personnel, corporate investigations, and litigation management strategies. The session will also provide practical guidance on dispute resolution clauses in contracts and how they will impact your client in the event of a dispute.

9:20 a.m. – 9:30 a.m. | Break

9:30 a.m. – 10:00 a.m. | ERISA Fiduciary Duties: What In-House Counsel Need to Know
Morgan L. Kreiser
In this session, employee benefits partner Morgan Kreiser will summarize the basic requirements of ERISA’s strict fiduciary duties and outline best practices for compliance. Morgan will also discuss the recent avalanche of fiduciary litigation and how it is shaping DOL audits and broader employer risks.

10:00 a.m. – 10:30 a.m. | 2025 Tax Law Update
Jesse D. Sitz & Hannah Fischer Frey
Tax partners Jesse Sitz and Hannah Fischer Frey will provide an overview of relevant federal income tax updates affecting businesses proposed or implemented in 2025, including the One Big Beautiful Bill Act. This session will also include a summary of pertinent Nebraska and Iowa tax updates.

10:30 a.m. – 10:40 a.m. | Break

10:40 a.m. – 11:40 a.m. | Ethics Update
Steven D. Davidson
Steve Davidson will provide an update of 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 approved for the following continuing education credits:

NE MCLE
IA CLE
KS CLE
MO CLE

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

ID CLE