Skip to Content

Baird Holm’s Corporate Counsel and Ethics Forum

From 12/12/2023 8:15 am until 12/12/2023 11:40 am

At Happy Hollow Country Club

You are invited to join us for Baird Holm’s 2023 Corporate 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. 
 Baird Holm is excited to host the Corporate In-House Counsel and Ethics Forum in-person and online. 
Tuesday, December 12, 2023
7:45 – 8:15 a.m. Registration & Breakfast
8:15 – 11:40 a.m. Meeting
Happy Hollow Country Club
1701 S 105th St
Omaha, NE 68124
FREE for clients and invited guests.
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 Counsel and Ethics Forum will not be recorded for later access, so please plan to watch the event in real-time on December 12.

Please register by Tuesday, December 5, 2023.

If you have questions, please contact Kristen at

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


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

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

8:20 – 8:50 a.m. | Putting AI to the Transactional Test
AriAnna C. Goldstein
This session will explore new uses of generative AI by examining real world use cases for the technology.  We will discuss the benefits, pitfalls, and some legal and regulatory issues in connection with these uses cases and the evolution of the technology.  Our discussion will also take into account considerations prior to inputting an organization’s data into these technologies.

8:50 – 9:20 a.m. | Corporate Transparency Act – What you need to know
Amber N. Preston and Eli A. Rosenberg
This session will provide an overview of the Corporate Transparency Act, including recent developments, in anticipation of the January 1, 2024 effective date.  We will also discuss the act’s reporting requirements, exemptions, timelines, and next steps.

9:20 – 9:30 a.m. | Break

9:30 – 10:30 a.m. | Current Developments Regarding Attorney Discipline 
Mark Weber, Counsel for Discipline & The Unauthorized Practice of Law, The Nebraska Supreme Court
This presentation will discuss recent developments on declining and terminating representation based upon concerns that attorneys may be forced to “out” questionable conduct at the request of the federal government.  Mark will also discuss issues relating to the unauthorized practice of law as it may relate to CPAs who may assist their clients with beneficial ownership reporting requirements under the Corporate Transparency Act. Finally, Mark will address requirements of in-house counsel registration as a result of recent rule amendments.

10:30 – 10:40 a.m. Break

10:40 – 11:10 a.m. | Tax Law Update
Jesse D. Sitz and Hannah Fischer Frey
This session will provide an overview of relevant federal income tax changes and state and local tax (SALT) updates affecting businesses proposed or implemented in 2023. This session will also include a summary of pertinent Nebraska and Iowa income tax updates, including Iowa and Nebraska’s adoption of SALT workarounds.

11:10 – 11:40 a.m. | NLRB Activism
Mark McQueen
This presentation will explain major changes adopted by the National Labor Relations Board under the current administration.  These changes also apply to non-union employers and include when and how employers may be forced to recognize and bargain with unions (even without a secret ballot election), whether two separate employers may be considered jointly responsible for collective bargaining and/or unlawful conduct, new criteria for severance and release agreements, and a new standard for determining the lawfulness of common employment policies.

Baird Holm's 2023 Corporate Counsel and Ethics Forum


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