Scale Virtual CLE:
In-House Bootcamp

Private Link Sent Upon Registration

Wednesday March 16, 2022
10:00 am - 2:00 pm PT

Register Here
Being an in-house attorney requires a shift in perspective.
Instead of being the expert on a narrow area of law, in-house attorneys are expected to triage legal matters ranging from reviewing contracts, assessing litigation or complaints, employment matters, and ensuring the board is aware of any material risks to the company.
For attorneys who have recently made the transition – or those wishing to revisit the shift – Scale is offering a virtual CLE to offer guidance. We will talk with in-house veterans about the basics of the shift in perspective, and delve into “issue spotting” segments designed to help you assess risk, prioritize projects, and know when to call for help.
Time (PST) Topic Presenters
10:00 - 10:30 am Building Your Workflows: Legal Operations
Overarching all of the substantive issues of law for in-house counsel is how to organize your work load. Heather will cover various tools to effectively outsource routine tasks, and tips for working in different platforms while still maintaining privilege, prioritization, and your sanity.
Heather Phillips
10:30 - 11:15 am Issue Spotting: Corporate Contracts, Deals and IP
In-house veterans Emma and Scott will go over the shift in mindset for attorneys from billers to an employee. It might surprise you that their first step in reviewing a contract doesn't involve reading the contract. Instead, an in-house attorney must know who they are contracting with and for what purpose. Alandis Brassel will then cover how to protect your company's intellectual property, monetize it, and stay out of trouble!
Emma Thompson,
Scott Wiegand and
Alandis Brassel
11:15 am - 12 pm Issue Spotting: Litigation and Government Investigations
Natasha and Jaime will cover the lifecycle of litigation: how to assess a complaint, evidence preservations, litigation holds, and how to wrangle expensive e-discovery costs. They will then turn to the daunting task of what to do if you get a letter from a government entity.
Natasha Fedder and
Jamie Wells
12:30 - 1 pm Issue Spotting: Employment and Immigration
Kay will cover three most common employment-related issues, including complaints of discrimination, requests for accomodation, and terminations. Alfred, an immigration specialist, will cover the various kinds of visas, and how in-house counsel should approach working with HR.
Alfred Bridi and
Kay Caudle
1 - 1:30 pm Rules and Realities: Ethical Rules and Effective Strategies
This conversation will cover the Rules of Professional Conduct as applied to the duties of an in-house lawyer; and then apply them to the difficult realities that in-house lawyers face. The reality is that there are unwritten rules which shape your role as in-house counsel and the goal of the presentation is to provide guidance on how to do the actual job of working in-house in an ethical and effective way. We welcome Millicent, who serves on several Fintech boards, to give us the perspective from the board of directors.
Samer Korkor,
David Reidy and
Millicent Tracey
1:30 - 2 pm Learning the Ropes from an In-House Veteran
Jason has over a decade of experience being in-house counsel for companies ranging from privately held to publicly traded, touching everything from lending, insurance, to financial wellness. In this Q&A, he will give actionable advice for attorneys new to the in-house role.
Heather Phillips and
Jason Altieri