NEW YORK STATE BAR ASSOCIATION

New York State Bar and Bar Associations present

Ontario – New York Legal Summit 1 Legal System + 2 Jurisdictions = Infi nite Opportunity

March 28, 2012 will be held at the: Ontario Bar Association, 20 Street, 2nd Floor Toronto,

March 29, 2012 will be held at the: Adam’s Mark Hotel, 120 Church Street Buffalo, New York

Vincent E. Doyle III Participating Bar Associations: NYSBA President Connors & Vilardo, LLP, Buffalo Paul R. Sweeny President Ontario Bar Association Inter-American Affairs Committee Evans Sweeny Bordin LLP, Hamilton SUMMIT PLANNING COMMITTEE March 28/29, 2012 Program

Wayne D. Gray Lauren D. Rachlin Heather Rogers McMillan LLP Hodgson Russ LLP Davidson Fink LLP Toronto Buffalo Rochester

Neil A. Quartaro Jillian Brevorka Elizabeth J. Shampnoi Watson, Farley & Williams LLP Peter J. Brevorka PC Navigant Consulting, Inc. New York Amherst, NY New York

Benjamin R. Dwyer David W. Detjen Paul H. Silverman Nixon Peabody LLP Alston & Bird LLP McLaughlin & Stern, LLP Buffalo New York New York

Chris MacLeod Victor F. Muratori QC Lawrence J. Swartz Cambridge LLP Sullivan Mahoney LLP Morneau Shepell Ltd Toronto St. Catherines Toronto

Eileen Martin Arlene D. O’Neill David H. Tennant Hodgson Russ LLP Gardiner Roberts, LLP Nixon Peabody LLP Buffalo Toronto Buffalo

Sharon M. Porcellio Ward Greenberg Heller & Reidy LLP Rochester

SUMMIT SPONSORSHIP COMMITTEE March 28/29, 2012 Program

Neil A. Quartaro Thomas Hunter Mark F. Rosenberg Watson, Farley & Williams LLP Gowling Lafleur Henderson LLP Sullivan & Cromwell LLP New York Kitchener New York

Lisa Borsook Kenneth A. Manning Aaron J. Schindel WeirFoulds LLP Phillips Lytle LLP Proskauer Rose LLP Toronto Buffalo New York

David Butler Diane E. O’Connell Rhiannon Traill Cassels Brock & Blackwell LLP PricewaterhouseCoopers LLP Economic Club of Canada Toronto New York Toronto

Andrew Fleming W. Brian Rose Stephen P. Younger Norton Rose Canada LLP Stikeman Eilliott Patterson Belknap Webb Toronto Toronto & Tyler LLP New York

2 | ONTARIO–NEW YORK LEGAL SUMMIT INTRODUCTION

President, New York State Bar Association Vincent E. Doyle III NYSBA President Connors & Vilardo, LLP Buffalo, New York President, Ontario Bar Association Paul R. Sweeny President, Ontario Bar Association Evans Sweeny Bordin LLP, Hamilton

Program Co-Chairs Lauren D. Rachlin Hodgson Russ LLP Wayne Gray McMillan LLP Neil A. Quartaro Watson Farley & Williams LLP

Steering Committee Andre R. Jaglom Tannenbaum Helpern Syracuse & Hirschtritt LLP Benjamin R. Dwyer Nixon Peabody LLP Chris MacLeod Cambridge LLP Eileen M. Martin Hodgson Russ LLP

Accommodations for Persons with Disabilities: NYSBA will make reasonable modifications/accommodations to allow participation in its services, programs, or activities by persons with disabilities. NYSBA will provide auxiliary aids and services upon request. NYSBA will remove architectural barriers and communication barriers that are structural in nature where readily achievable. To request auxiliary aids or services or if you have any questions regarding accessibility, please contact Tiffany Bardwell at [email protected] or 518/487.5675.

ONTARIO–NEW YORK LEGAL SUMMIT | 3 SCHEDULE OF EVENTS

Wednesday, March 28 — Toronto, Ontario

8:30 – 9:00 a.m. Registration Coffee and Refreshments Wednesday Program Tracks 9:10 – 10:30 a.m. Track One – Corporate Track Two – Litigation/Arbitration Track Three – General Program 1 Program 2 Program 3 Cross-Border Issues for Canadian/ Cross-Border Class Actions: Marketing in Cyberspace: Legal U.S. Broker-Dealers and Advisers From the CBA and ABA Judicial Protection in an Age of Social Co-Moderators Protocols to Legislative Media Amendments and Other Issues Rebecca Cowdery Co-Moderators Borden Ladner Gervais Moderator Terrence McAlliser Toronto Sylvie Rodrigue Ohlandt Greeley Ruggiero & Perle Andrew J. Shipe Norton Rose OR LLP Stamford, CT Arnold & Porter Toronto Brian Wynn Washington Panelists Gardiner Roberts Toronto Panelists Hon. Warren K. Winkler Sandra Blake Chief Justice of Ontario Panelists Ontario Securities Commission Kirk Baert Sarah Robertson Ontario Koskie Minsky LLP Dorsey & Whitney Ian Russell Toronto New York and Toronto Investment Industry Association of Steve J. Tenai Canada, Ontario Norton Rose OR LLP Regulators and Trade Association Toronto Executives Irwin Warren Weil Gotshal & Manges LLP New York City 10:30 – 10:45 a.m. Coffee Break and Refreshments — Sponsored by Watson, Farley and Williams

10:45 – 12:05 p.m. Program 4 Program 5 Program 6 Distressed Mergers and Litigation in the Context of Both Sides Now – An In-depth Acquisitions, and Financial Corporate Takeovers Examination of Selected Topics Restructurings in Canada and US Immigration Co-Moderators Co-Moderators Ronald Podolny Co-Moderators Chris Besant McCarthy Tétrault LLP Claire Razzolini Baker & McKenzie Toronto Gibney, Anthony & Flaherty LLP Toronto Katherine Rhodes New York City Garry Graber Milbank, Tweed, Hadley & McCloy Bill MacGregor Hodgson Russ LLP LLP, New York City Gowling, Lafleur & Henderson LLP New York Waterloo Region Panelists Panelists Professor Jeffrey Gordon Panelists Carmen Lonstein Columbia Law School Eileen Martin Baker & McKenzie New York City Hodgson Russ LLP New York/Chicago Ian Michael Buffalo Gregory Prince McCarthy Tétrault LLP Jonathan Leebosh PricewaterhouseCoopers LLP Toronto Egan LLP Toronto William Savitt Patrick Shea Wachtell, Lipton, Rosen & Katz Gowlings LLP New York City Toronto Alan J. Stone Mohsin Meghji Milbank, Tweed, Hadley & McCloy LLP, New York City Capital Partners New York Ed Waitzer Stikeman Elliott LLP Toronto 4 | ONTARIO–NEW YORK LEGAL SUMMIT SCHEDULE OF EVENTS

12:05 – 1:35 p.m. Lunch – Ontario Bar Association

1:35 – 2:55 p.m. Program 7 Program 8 Program 9 Doing Private Equity Deals in Customs Stations on the Life Cross-Border Estate Planning for 2012 – Identifying and Resolving Sciences Information Highway: U.S. and Canadian Persons Top Legal Issues Trans-Border Privacy and Data Co-Moderators Protection Co-Moderators Lori Duffy Bruce Chapple Co-Moderators WeirFoulds LLP McMillan LLP Kenneth N. Rashbaum Toronto Toronto Rashbaum Associates, LLC Kevin K. Gluc John Koeppel New York City Hodgson Russ LLP Nixon Peabody LLP Jennifer D. Suess Buffalo Buffalo Johnson & Johnson Inc. Panelists Toronto Panelists Gwen Benjamin Craig Korte Panelists Wilson, Vukelich LLP Lazard Middle Market Dara Lambie Markham, Ontario Chicago Blake, Cassels & Graydon LLP Glenn Fox Anthony Sigel Toronto Alston & Bird LLP Kilmer Capital Partners Limited Thomas H. McDonough New York City Toronto Teva USA Dera Nevin McCarthy Tetrault, Toronto Dr. Khaled El Emam Privacy Analytics, Esther Widowski Widowski Law Group, LLP New York

2:55 – 3:15 p.m. Coffee Break and Refreshments

3:15 – 5:00 p.m. Plenary Session – “Professionalism and Access to Justice” The Plenary Session will be a presentation on issues affecting access to justice. Presenters: Honourable Warren K. Winkler, Chief Justice of Ontario Honorable Jonathan Lippman, Chief Judge of the State of New York Laurie Pawlitza, Treasurer of the Law Society of Upper Canada

5:00 – 7:00 p.m. Cocktail Reception at the Ontario Bar Association

7:15 p.m. Bus Transfer to the Adam’s Mark, Buffalo for Day 2 If there is suffi cient need, a bus transfer will be available. Please Note: A Passport, Nexus or enhanced driver’s license is required to cross the border.

Law Society of Upper Canada CPD Information: 4.75 Substantive Hours 1.75 Professionalism Hours 6.5 New Member Hours This program has been accredited by the Law Society for 1.75 Professionalism Hours This program has been accredited by the Law Society for 6.5 New Member CPD Hours *This program is pending approval for New York MCLE credit*

ONTARIO–NEW YORK LEGAL SUMMIT | 5 SCHEDULE OF EVENTS

Thursday, March 29 — Buffalo, New York

8:30 – 9:00 a.m. Registration Coffee and Refreshments Thursday Program Tracks 9:10 – 10:30 a.m. Track One – Corporate Track Two – Litigation/Arbitration Track Three – General Program 10 Program 11 Program 12 Issues in Cross-Border Financing Hidden Differences Affecting Primer on Critical Employment Transactions Mediation and Arbitration of Law Issues on Both Sides of the Co-Moderators Cross-Border Commercial Disputes Border: What Every Employer (and their Counsel) Need to Know Deborah Doxey Co-Moderators Phillips Lytle LLP Harold A. Kurland Co-Moderators Buffalo Ward Greenberg Heller & Reidy LLP Erin Kuzz Lisa Mantello Rochester Sherrard Kuzz, LLP Goodmans LLP Barry Leon Toronto Toronto Perley-Robertson, Hill & Ginger D. Schroder Panelists McDougall LLP Schroder Joseph & Associates, LLP Ottawa David Nadler Buffalo Goodmans LLP Panelists Panelists Toronto Krista Gottlieb Louis DiLorenzo Le Nguyen Mattar, D’Agostino & Gottlieb, LLP Bond Schoeneck and King, PLLC Fraser Milner Casgrain LLP Buffalo New York City Toronto Steven P. Younger Anne-Marie T. Naccarato Victoria Saxon Patterson, Belknap, Web & Tyler, LLP Cassels, Brock & Blackwell, LLP Hodgson Russ LLP New York City Toronto Buffalo David McCutcheon Alexandra E.J. Townson Fraser Milner Casgrain LLP Phillips Lytle LLP Toronto Buffalo 10:30 – 10:45 a.m. Coffee Break and Refreshments

10:45 – 12:05 p.m. Program 13 Program 14 Program 15 Making a Run for the Border: Unique Cross-Border Issues for Issues in Cross-Border Support Alternative Strategies to Getting Health & Consumer Products Cases – Jurisdiction, Entitlement Your Goods or Services to Market Co-Moderators and Quantum Co-Moderators Bethany Hills Co-Moderators David W. Oppenheim Hodgson Russ LLP Nancy J. Iadeluca Kaufmann Gildin Robbins & Albany Family Law P.C. Oppenheim LLP Emily Larose Toronto New York City Cassels, Brock & Blackwell LLP Barbara Piazza Panelists Toronto Rosenthal, Siegel & Muenkel, LLP Andre R. Jaglom Panelists Buffalo Tannenbaum Helpern Syracuse & Michael Maxwell Panelists Hirschtritt LLP Hodgson Russ LLP Hon. John Aman New York City Buffalo Child Support Magistrate Colleen Spring Zimmerman Glenn Zakib Erie County Fogler & Rubinoff LLP Cassels, Brock & Blackwell LLP Jacqueline I. Meyer Toronto Toronto Hodgson Russ LLP Larry Weinberg New York City Cassels, Brock & Blackwell LLP Sharon Shore Toronto Epstein Cole, LLP Toronto 12:05 – 1:35 p.m. Lunch – Adam’s Mark Hotel, Buffalo

6 | ONTARIO–NEW YORK LEGAL SUMMIT SCHEDULE OF EVENTS

1:35 – 2:55 p.m. Program 16 Program 17 Program 18 Cross-Border Tax Issues Conflicts of Law in Motor Vehicle Charities Law the Tricky Legal Co-Moderators Accidents and Protecting Trade Environment of Crossing Borders Secrets in Cross Border Discovery Pietra Lettieri Co-Moderators Harris Beach PLLC Co-Moderators Terrance S. Carter Buffalo Heather Devine Carter’s Timothy Wach Gowling, Lafleur & Henderson LLP Toronto Gowling Lafleur Henderson LLP Toronto Thomas E. Schofield Toronto Lucille A. Fontana Magavern Magavern Grimm LLP Panelists Clark, Gagliardi & Miller, P.C. Buffalo White Plains, NY Anthony P. Marshall Panelists Harris Beach PLLC Panelists Frederick G. Attea Buffalo Hon. Thomas M. VanStrydonck Phillips Lytle, LLP Randy Schwartz New York State Supreme Court Buffalo Baker & McKenzie LLP Rochester Elena Hoffstein Toronto Thomas Bender Fasken Martineau Dumoulin LLP Brian D. Segal Bender & Bender, Buffalo Toronto Baker & McKenzie LLP Harold W. D. Cares Toronto Miller Thomson LLP, Toronto Jim Wilson Nigel Gilby Gowling Lafleur Henderson LLP Lerners LLP, London, Ontario Toronto Anthony Piazza Hiscock & Barclay LLP, Rochester Alan Winchester Harris Beach PLLC, New York City

2:55 – 3:15 p.m. Coffee Break and Refreshments

3:15 – 5:00 p.m. Plenary Session – “The Border — The Opportunity — and You” A discussion about how you and your fi rm can take advantage of cross-border legal opportunities. Moderator: Andrew D. Otis, Curtis, Mallet-Prevost, Colt & Mosle LLP Presenters: Marta Moszczenska, Consul General of Canada Christopher J, Cummings, Paul, Weiss, Rifkind, Wharton & Garrison LLP, Toronto James P. Duffy, III, Manhasset Jon-David Giacomelli, Cambridge LLP, Burlington Lauren D. Rachlin, Hodgson Russ LLP, Buffalo W. Brian Rose, Stikeman Elliott LLP, Toronto

5:00 – 5:15 p.m. Concluding remarks

Law Society of Upper Canada CPD Information: 4.75 Substantive Hours 1.75 Professionalism Hours 6.5 New Member Hours

This program has been accredited by the Law Society for 1.75 Professionalism Hours This program has been accredited by the Law Society for 6.5 New Member CPD Hours *This program is pending approval for New York MCLE credit*

ONTARIO–NEW YORK LEGAL SUMMIT | 7 PROGRAM DETAILS

Registration Fees: $250 One Day Attendance $400 Attendance for both days Hotel Accommodations: If you are in need of hotel accommodations in either location, a room block has been reserved for our participants.

In Toronto: Le Meridien King Edward $169.00 single or double occupancy plus applicable taxes To make a reservation at this hotel, please call 1-800-325-3535 and state you are with the New York State Bar Association room block. Make your reservations by February 24 to obtain the rate on our room block. Or go to http://www.starwoodmeeting.com/StarGroupsWeb/res?id=1201312165&key=3CA63 In Buffalo: Adam’s Mark Hotel $92.00 single, double triple or quadruple occupancy plus applicable taxes To make a reservation at this hotel, please call 1-716-845-5100 and state you are with the NYSBA OBA Legal Summit room block. Make your reservations by March 5 to obtain the rate on our room block. If you have questions or need assistance, please contact Tiffany Bardwell at [email protected].

We anticipate a very heavy demand for this historic program. Early registration is suggested.

To register for this highly acclaimed program, go to www.nysba.org/OBANYLegalSummit

PARTICIPATING ORGANIZATIONS

The New York State Bar Association and the Ontario Bar Association thank the Law Society of Upper Canada for its participa- tion and support.

8 | ONTARIO–NEW YORK LEGAL SUMMIT MEETING SPONSOR – PLATINUM

SPONSORSHIP INFORMATION

Sponsorships are now available for this program. For more information please contact Neil Quartaro at [email protected], or anyone on the Sponsorship Committee on page 2 of this brochure.

To view a copy of the sponsor brochure with complete details, please go to www.nysba.org/OBALegalSummitSponsorBrochure

ONTARIO–NEW YORK LEGAL SUMMIT | 9 MEETING SPONSOR – GOLD

MEETING SPONSOR – SILVER

10 | ONTARIO–NEW YORK LEGAL SUMMIT GENERAL MEETING SPONSORS

LLP ATTORNEYS

ONTARIO–NEW YORK LEGAL SUMMIT | 11 COCKTAIL RECEPTION SPONSOR

LUNCHEON SPONSORS

COFFEE BREAK SPONSOR

12 | ONTARIO–NEW YORK LEGAL SUMMIT