SLEEPLESS IN SEATTLE? AVOIDING AND MANAGING RISK IN AN ERA OF CONSTANT CHANGES IN THE RETAIL AND HOSPITALITY INDUSTRIES 2019 HOSPITALITY & RETAIL LAW PRACTICE GROUP SEMINAR August 7–9, 2019 Motif Hotel Seattle, Washington www.alfainternational.com PROGRAM LEADERSHIP Kara T. Stubbs Chair, ALFA International Board of Directors SLEEPLESS IN SEATTLE? BAKER STERCHI COWDEN & RICE L.L.C. Kansas City, Missouri AVOIDING AND MANAGING RISK IN AN ERA Robert J. Comfort Chair, Hospitality & Retail Law Practice Group OF CONSTANT CHANGES IN THE RETAIL JOHNSON & BELL, LTD. Chicago, Illinois AND HOSPITALITY INDUSTRIES Mackenzie Monaco Vice-Chair, Hospitality & Retail Law Practice Group 2019 HOSPITALITY & RETAIL LAW PRACTICE GROUP SEMINAR CARTER CONBOY Albany, New York August 7-9, 2019 Joseph M. Moore Motif Hotel Program Chair, 2019 Hospitality & Retail Seattle, Washington Law Practice Group Seminar MCCANDLISH HOLTON Richmond, Virginia Culture and changes in the law are impacting the retail and hospitality industry at a feverish pace. They are creating hot button issues on topics such as the legalization of marijuana Chris Page Chair Emeritus/Marketing Chair, Hospitality and the use of CBD oil in products, cybersecurity threats, robotics and virtual reality, the & Retail Law Practice Group ever-present social media and the #MeToo movement. We have assembled panels of YOUNG MOORE AND HENDERSON P.A. ALFA International attorneys, risk managers and in-house counsel to address these topics Raleigh, North Carolina and others and the risks associated with them. We aspire to create a dialogue among Alan Easterly the business leaders attending the seminar and ALFA International attorneys to reveal Compendium Editor, 2019 Hospitality & innovative ways to better protect your company’s brand, assets and shareholders, while Retail Law Practice Group Seminar providing the best legal advice and representation. LEITNER, WILLIAMS, DOOLEY & NAPOLITAN, PLLC Chattanooga, Tennessee With the amazing and picturesque backdrop of Puget Sound and Mt. Rainier, the Denise Baker-Seal beautiful city of Seattle provides a perfect setting for our seminar. It is home to Fortune Course Book Editor, 2019 Hospitality & 500 corporations including several retail and hospitality companies, professional sports Retail Law Practice Group Seminar BROWN & JAMES, P.C. teams, music legends, and amazing art and culture. Our seminar attendees will have the Belleville, Illinois opportunity to network and discuss the issues facing the hospitality and retail industry as well as explore, relax, unwind, and continue to build and develop the strong business relationships and friendships that make ALFA International the best legal network.
Joseph M. Moore WHAT IS ALFA INTERNATIONAL? Program Chair, 2018 Hospitality & Retail Law Practice Group Seminar ALFA International is the premier network MCCANDLISH HOLTON of independent law firms. Founded in 1980, RICHMOND, VIRGINIA ALFA International is the first and continues to be one of the largest and strongest legal networks. We have 150 member firms throughout the world. Our 80 U.S. firms represent 95 of the 100 largest metropolitan ALL ABOUT SEATTLE areas. Our 70 international firms are located Adventure abounds in Seattle where natural throughout Europe, Asia, Australia/New beauty surrounds the excitement of an urban Zealand, Africa, Canada, Mexico and city. From the iconic Space Needle and Pike South America. Place Market to the Olympic Sculpture Park ALFA International’s mission is to provide high and Seattle Aquarium, the city offers unique quality, cost efficient legal services wherever experiences for all. For those looking to our clients need them. The ALFA International enjoy the Emerald City in its glory, the city’s model enables our members to use their local expertise to deliver highly effective legal waterways are not to be missed. Attendees solutions, often drawing upon the collective are encouraged to fly into the Seattle – wisdom and experience of other member Tacoma International Airport. The Motif firms. ALFA International clients benefit from Hotel is located downtown, approximately a a geographically comprehensive network 20-minute cab/uber/lyft ride from the airport. of exceptional law firms and accomplished We would like to extend a special thanks to trial and business counsel. Our member the local ALFA International firm, Merrick, firms meet high standards to be part of the Hofstedt & Lindsey, P.S. and especially to ALFA International network and are well Tamara Nelson who was integral in crafting respected by their peers in the legal and the activity selections for this seminar to business community. ensure we highlighted all the best of Seattle. WEDNESDAY, AUGUST 7, 2019 5:30 p.m. – 6:30 p.m.
3:00 p.m. – 6:30 p.m. 4:00 p.m. – 4:30 p.m. Corks & Canvas EARLY REGISTRATION & CLIENT ADVISORY BOARD Women’s Initiative Event HOSPITALITY MEETING Frolik Blue Mouse Boardroom Seattle 1 Ballroom Enjoy local Washington wines Jeaneen Johnson 4:30 p.m. – 5:30 p.m. while getting to know other female Women’s Initiative Liaison SEMMES, BOWEN & SEMMES CLIENT ROUNDTABLE attendees and creating a painting of the iconic Mt. Rainier. Baltimore, Maryland Belltown This event allows client attendees the opportunity to exchange ideas and share best practices 6:30 p.m. – 9:30 p.m. in a social setting without ALFA Join us on the rooftop bar “Frolik” International lawyers present. in the Motif Hotel for a relaxing Welcome To Seattle! drink and some conversation prior to the official start of the program. 5:00 p.m. – 5:30 p.m. Cocktail Reception, ALFA INTERNATIONAL— Buffet Dinner & Registration ALL ATTORNEY MEETING 3:00 p.m. – 5:00 p.m. Emerald 2-3 Seattle Ballroom 2&3 FACULTY REHEARSAL Welcome to Seattle! On the opening night Emerald 2-3 All attending ALFA International attorneys are required to attend. of the seminar we welcome all attendees to mingle with old colleagues and get to know new acquaintances as we kick off the seminar.
THURSDAY, AUGUST 8, 2019 8:15 a.m. – 9:15 a.m. What’s Going On in the 7:00 a.m. – 8:00 a.m. BREAKFAST BUFFET Other Room? Emerald 1 Pulling Back the Curtain on What
8:00 a.m. – 12:30 p.m. It Takes to Be Successful at Mediation PROGRAM SESSIONS Every civil case goes to mediation today. In this interactive program, Emerald 2-3 the panel will explore the secrets to a successful mediation and share techniques for success when dealing with difficult issues that arise. There will be a focus on what is happening in opposing counsel’s room, why 8:00 a.m. – 8:15 a.m. it is happening and how to deal with it effectively. The panel will feature Welcome & Introductory Remarks an experienced mediator, an industry member, a claims professional and a successful lawyer sharing their secrets on dealing with a difficult Kara T. Stubbs Joseph M. Moore opponent effectively. Chair, ALFA International Program Chair, 2019 Hospitality & Board of Directors Retail Law Practice Group Seminar John Tarpley Kristen Wilson BAKER STERCHI COWDEN MCCANDLISH HOLTON Moderator Sr. Counsel and Director & RICE L.L.C. Richmond, Virginia LEWIS THOMASON of General Liability Kansas City, Missouri Nashville, Tennessee NORDSTROM, INC. Seattle, Washington Robert J. Comfort Mary Haefer Chair, Hospitality & Retail Head of Casualty Claims Cate Huff Law Practice Group CAPSPECIALTY GENTRY LOCKE JOHNSON & BELL, LTD. Middleton, Wisconsin Roanoke, Virginia Chicago, Illinois 9:15 a.m. – 9:30 a.m. BREAK 9:30 a.m. – 10:30 a.m. 12:30 p.m. – 1:30 p.m. LUNCH The GDPR, CCPA and ADA. Emerald 1
Hot Topics or Alphabet Soup? 1:30 p.m. – 5:30 p.m. The European Union (EU) General Data Protection Regulation (GDPR), the California Consumer Privacy Act (CCPA) and the Americans with Disabilities Act (ADA) are being served hot and in Optional Activities large portions. Hope you’re hungry! In this session we’ll explore the latest new trends sweeping See attached document for optional activity consumer privacy, the GDPR and CCPA, including why they should be on your next menu. And choices. Prior Registration is required. for those who like new twists on old favorites, we’ll take a look at the sharp rise in Title III ADA web site accessibility cases, employment based web site accessibility claims and other new “recipes” being brought by disability advocates.
Keith Rozanski Erik Lindseth David Marshall Scott Conlon Moderator Senior Vice President Vice President, RENAUD COOK HAIGHT BROWN & and General Counsel Litigation & Dispute DRURY MESAROS, PA BONESTEEL LLP LIFE TIME, INC. Resolution Phoenix, Arizona Los Angeles, California Chanhassen, MARRIOTT VACATIONS Minnesota WORLDWIDE Orlando, Florida
10:30 a.m. – 11:15 a.m. Maintaining a Culture of Ethics in the Risk Management and Claims Minefield 7:00 p.m. – 10:00 p.m. Risk managers, claims professionals and attorneys provide information and interact with claimants and others in the field on a daily basis. The goal isn’t simply to convey information. Glass Gardens Rather, the goal is to convince someone else to respond in some desired fashion. And despite Off-Site Cocktail Reception & the fact that these activities take place in an often adversarial and sometimes contentious setting, ethical behavior must be a part of this process. Navigating these potential pitfalls Buffet Dinner while also resolving claims and limiting exposure are critical skillsets. This interactive panel will Chihuly Glasshouse & Plaza address numerous issues in these processes and suggest means and methods of insuring compliance with sound ethical practices. Enjoy stunning glass artwork at this evening’s off-site event. After a short bus ride to the Chihuly Dean Arruebarrena Cynthia Kolb Eric Cotton Ben Jones Garden & Glass Museum, attendees will have the Moderator Director, Specialty Deputy General LEWIS THOMASON opportunity to explore eight glass galleries filled LEAKE & Property & Counsel & Corporate Knoxville, Tennessee with the work of Dale Chihuly. A cocktail reception ANDERSSON, L.L.P. Casualty Claims Compliance Officer and dinner will take place in the famed Glasshouse New Orleans, Louisiana ONEBEACON SITE CENTERS CORP. where you will enjoy dinner surrounded by one-of-a- INSURANCE GROUP Beachwood, Ohio kind glass sculptures. Plymouth, Minnesota *Buses will depart from The Motif Hotel beginning at 11:15 a.m. – 11:30 a.m. 6:30pm for the 15 minute transfer to Chihuly Garden & Glass Museum. BREAK
11:30 a.m. – 12:30 p.m. Who the Hack Are You? Data Breaches and Privacy Concerns Facing the Hospitality and Retail Industry
In this panel, attorney presenters will highlight some of the recent data breaches in the hospitality and retail sector. These real-world examples and background details will be the jumping off point for a panel discussion focused on issues concerning internal versus external 10:00 p.m. – 12:00 a.m. threats, financial and customer-facing impact of a hack/breach, efforts to prevent/minimize the After-Hours Hospitality Suite impact, compliance and notifications/disclosures. Frolik Chris Collier Nick Reif Ernie Wetzler Adam Russ Enjoy stunning evening views of the city at tonight’s Moderator Litigation Counsel Associate Counsel LORANCE hospitality suite at Motif’s rooftop bar “Frolik” as you HAWKINS PARNELL SHERWIN WILLIAMS GENUINE PARTS THOMPSON PC & YOUNG, LLP Cleveland, Ohio COMPANY Houston, Texas continue to enjoy the company of friends both new Atlanta, Georgia Atlanta, Georgia and old. 9:15 a.m. – 10:00 a.m. FRIDAY, AUGUST 9, 2019 BREAKOUT SESSIONS – GROUP 1 (Attendees Choose One Option) 7:00 a.m. – 8:00 a.m. Seattle 1 & 3 and Emerald 2-3 BREAKFAST BUFFET Emerald 1 ❑ THE SHOPPES AT ALFAI PLAZA: PROTECTIONS, PITFALLS, 8:00 a.m. – 12:30 p.m. AND PRESCRIPTIONS WHEN FACING TRADEMARK ISSUES PROGRAM SESSIONS Retailers, restaurants and other consumer-oriented businesses live in a world where branding, Emerald 2-3 tradenames, and the “look and feel” of an establishment are both valuable assets and potential traps. Whether as part of building your own good will and trademarks, preventing others from profiting from your name, or avoiding accusations of infringement by competitors and others, 8:00 a.m. – 9:00 a.m. it is important to understand and properly navigate the landscape that is trademark and unfair competition law. Our panel of trademark practitioners will help you do just that. They will guide you on a walk through our fictitious mall, “The Shoppes at ALFAI Plaza,” stopping at some select Drug and Alcohol stores that offer chances to discuss, in fact-based scenario, the kinds of issues and problems that should be considered. The visit will include an examination of trade dress law, and a review of how Testing in the the style and operations of a store or restaurant may become the subject of trademark protection. After talking about the concept of dilution of famous marks, we’ll finish up with some pointers to Hospitality Workplace guide your own evaluations. The Messy Process of Ensuring Joseph Fortner Jacqueline K. S. Lee Carol Steinour Young Moderator General Counsel MCNEES WALLACE a Clean and Sober Workforce HALLORAN & SAGE LLP FLYNN RESTAURANT & NURICK LLC Hartford, Connecticut GROUP Harrisburg, Workplace drug and alcohol testing is an San Francisco, Pennsylvania expensive and sometimes controversial subject California that has long been considered a necessity. But with marijuana now legal in some capacity in more states than it is not, and abuse of prescription ❑ UNLOCKING THE TREASURE TROVE: medications reaching an epidemic level, SOCIAL MEDIA IN LITIGATION employers may need to rethink their positions and revise their policies. Hospitality and retail Social media channels are ubiquitous and they become more popular every day. Posts, tweets, tags, selfies, likes, and links are woven into our social and business lives, and so they must be Employers may also need to consider special part of our risk management practices, claims analysis, case workup, and trial presentation. circumstances such as safety-sensitive positions, In this session, two experienced trial lawyers and two in-house lawyers will discuss important ADA accommodations, and employee assistance considerations for investigating the public social media presence of the parties and witnesses in programs. The panel’s interactive presentation will litigation matters. This should be done as one key element in routine discovery and case work- address these testing concerns and more as we up. The presenters will explain how social media evidence can be forensically captured and discuss the ins and outs of workplace testing for authenticated, and they will also discuss strategic considerations for deploying social media current and prospective employees. evidence in settlement negotiations, in depositions, and at trial.
Melanie Cheairs Lance Eberhart Matthew Friend Charles A. “Chip” Jeaneen Johnson Moderator Moderator VP Risk Management Seigel III SEMMES, BOWEN LORANCE THOMPSON PC HALL & EVANS STONEBRIDGE Chief Legal Officer & SEMMES Houston, Texas Denver, Colorado COMPANIES QDOBA RESTAURANT Baltimore, Maryland Englewood, Colorado CORPORATION Tamara de Wild San Diego, California Deputy General Counsel & VP of Legal Services O’REILLY AUTO PARTS Springfield, Missouri ❑ THE HOSPITALITY AND RETAIL NEW FRONTIER: April Berman ROBOTICS, DRIVERLESS VEHICLES AND SVP, Deputy General Counsel VIRTUAL/AUGMENTED REALITY ASURION Nashville, Tennessee The stuff of science fiction is fast becoming fact, as the hospitality and retail industries embrace new technologies and advancements in robotics, driverless vehicles and virtual/augmented Yana Shapiro reality, in order to attract and satisfy tech savvy customers; better deliver goods and services; GERMAN, GALLAGHER & MURTAGH, P.C. and address labor and cost issues. This adoption of new technologies by the hospitality and retail Philadelphia, Pennsylvania industries will undoubtedly give rise to new legal and risk management challenges, which the panel will present for consideration and discussion. 9:00 a.m. – 9:15 a.m. Sean Milano Kristi Byrne Mike Archie John Rahoy BREAK Moderator Associate General Head of Surplus Claims BROWN & JAMES, P.C. MORRISON Counsel XL CATLIN St. Louis, Missouri 9:15 a.m. - 11:00 a.m. MAHONEY LLP ANHEUSER-BUSCH Exton, Pennsylvania Boston, Massachusetts COMPANIES, LLC BREAKOUT SESSIONS St. Louis, Missouri 10:00 a.m. – 10:15 a.m. 11:15 a.m. - 12:15 p.m. BREAK What to Do in the Age of #Metoo?
10:15 a.m. – 11:00 a.m. Practical Suggestions for Employers in BREAKOUT SESSIONS – GROUP 2 the Post-Weinstein World Repeat of Group 1 It started with an exposé in The New York Times. Allegations of sexual harassment by (Attendees Choose One Option) Harvey Weinstein, one of Hollywood’s most powerful men, led to a social media cascade Seattle 1 & 3 and Emerald 2-3 where “#metoo” became a symbol of solidarity for the victims of sexual assault and harassment in the workplace. That moment became a movement. The significance of the #MeToo movement in bringing attention to workplace sexual misconduct cannot be denied, ❑ THE SHOPPES AT ALFAI and the lasting impact will be felt for years to come. One only has to look at the number of powerful men in business, politics, media and academia, brought down by revelations PLAZA: PROTECTIONS, of their sexual misconduct (with untold impact to their companies) to appreciate just how PITFALLS, AND high the stakes are for a company that does not take this important issue seriously. Yet, the pace and intensity of the movement caught many business leaders flat-footed without an PRESCRIPTIONS WHEN action plan to address the workplace deficiencies highlighted by #MeToo. Frankly, the spark FACING TRADEMARK ISSUES of #MeToo has left many businesses asking, #WhatDoWeDo? In this interactive session, our industry specialists will discuss the cultural and practical considerations that should be made to ensure that your business is being proactive and responsive to ensure a safe, ❑ UNLOCKING THE supportive and diverse work environment such that you are not only complying with the law, TREASURE TROVE: SOCIAL but maximizing all the benefits that such a workplace has to offer. MEDIA IN LITIGATION Mackenzie Anitra Donna Roberts Paul Klockenbrink Monaco Walden-Jacobs Vice President & GENTRY LOCKE Moderator HR Attorney Deputy General Roanoke, Virginia ❑ CARTER CONBOY SPEEDWAY LLC Counsel THE HOSPITALITY AND Albany, New York Enon, Ohio CRACKER BARREL RETAIL NEW FRONTIER: OLD COUNTRY STORES, INC. ROBOTICS, DRIVERLESS Lebanon, Tennessee VEHICLES AND VIRTUAL/ AUGMENTED REALITY 12:15 p.m. – 12:30 p.m. Closing Remarks & Adjournment
12:30 p.m. – 1:30 p.m. 11:00 a.m. - 11:15 a.m. LUNCH BUFFET BREAK Emerald 1
1:30 p.m. – 10:00 p.m. Optional Friday Activities If you are staying over on Friday evening, please see the attached document for optional activity choices. Prior Registration is required. FACULTY BIOS
MIKE ARCHIE joined Axa XL (then ECS) in KRISTI BYRNE serves as Associate Network, and was WFSN President in 2012. 1998 and currently acts as Head of Surplus General Counsel for the U.S. operations of Melanie currently serves as President of Claims and Regional Vendor Manager. Prior Anheuser- Busch InBev, the leading global the Advisory Board of Youth For Christ- to joining Axa XL, he worked as a criminal brewer and one of the largest consumer Houston, on the National Board of United prosecutor and practiced law in the fields of products companies in the world. A-B's Methodist Action Reach-Out Mission by general litigation and insurance defense. Mr. U.S. operations employ more than 18,000 Youth-(UM ARMY), and as the Director for Archie also served as an Adjunct Professor employees and consist of 23 breweries, Kingwood United Methodist Church, UM at Arcadia University, where he taught 28 distributorships, 14 agricultural facilities, ARMY Youth Camp. several law related courses. He received and 9 can/lid/bottle manufacturing plants his B.A. in Political Science from Beaver across the country. Kristi is based in CHRIS COLLIER is a senior partner College and his J.D. from Washington and St. Louis, Missouri and in her role, she and deputy partner-in-charge of ALFA Lee University. oversees A-B's lawsuits nationwide which International firm Hawkins Parnell & Young’s involve matters such as employment, office in Atlanta, Georgia. He works with DEAN ARRUEBARRENA is a principal products liability, antitrust, class action many types of businesses in the retail and partner with the ALFA International firm and general liability. She also supplies daily hospitality sectors from public multinational of Leake & Andersson in New Orleans, advice to the various departments at A-B, corporations to local companies and Louisiana. Since 1996, Dean has including the Supply and Logistics teams. individuals. Chris represents clients as maintained an active litigation practice in Kristi graduated from Regis University in lead trial counsel in high-stakes cases all Louisiana state and federal courts. He Denver, Colorado and received her law throughout the country. He spends even is admitted to all Louisiana state courts, degree from St. Louis University School of more time managing litigation nationwide the U.S. District Courts for the Eastern, Law. Prior to joining A-B, she was a litigator and implementing “big picture” strategies Middle and Western Districts of Louisiana at Baker, Sterchi, Cowden & Rice, LLC. aimed at minimizing legal exposure and the U.S. Fifth Circuit Court of Appeals. and reducing overall expenses. Having His practice areas are varied and include MELANIE R. CHEAIRS is a shareholder previously been in-house litigation and premises liability, workers’ compensation, at the ALFA International firm of Lorance environmental counsel for a Fortune 500 casualty and insurance. Dean’s professional & Thompson P.C. Her Litigation and Trial company, he understands the time and affiliations include the Louisiana Association practice focuses on the Hospitality and financial constraints faced by his clients. of Defense Counsel, New Orleans Bar Transportation Industries where she In addition, Chris regularly serves as a Association and New Orleans Association represents a broad array of Regional and faculty member with the National Institute of Defense Counsel. He is also Leake National Hotel and Restaurant Chains, and for Trial Advocacy and as a faculty member & Andersson’s primary liaison with the Transportation Companies in their liability teaching Emory University School of Law’s New Orleans Pro Bono Project and and employment matters. Melanie was Trial Techniques Program. devotes several hours each year to Pro recently awarded the prestigious ALFA Bono causes. Dean is a 1993 cum laude International, Nate Fishbach Attorney of ROBERT J. COMFORT is a shareholder graduate of Loyola University New Orleans, the Year Award, for outstanding service with the ALFA International law firm of where he received the Bank of Louisiana to the ALFA International Organization. Johnson & Bell, Ltd. in Chicago, Illinois award for the outstanding Economics She served a three-year term on the ALFA where he concentrates his practice in graduate, and a 1996 graduate of Loyola International Board of Directors from hospitality law, retail liability, premises University New Orleans Law School. 2013–2016. She is a Chair Emeritus of liability and general negligence with a focus the Hospitality and Retail Practice Group. on defending personal injury matters. His APRIL BERMAN is Senior Vice President Melanie currently serves ALFA International legal career includes representation of an and Deputy General Counsel. She is as the Chairman of the ALFA International international hotel chain in all matters from responsible for developing and executing Marketing Committee. Melanie is also premises liability to wrongful death. He legal strategy in support of business active on the Steering Committees of is a member of the Illinois Association of objectives across multiple practice areas both the Transportation and Women’s Defense Trial Counsel, the Trial Lawyers and jurisdictions. April’s current areas of Initiative Practice Group and participates Club of Chicago as well as the American focus include oversight of legal matters in the National Association of Professional Bar Association, Illinois State Bar for Asurion’s operations throughout the Women. Melanie is a frequent author and Association and Chicago Bar Association. Americas, the enterprise compliance speaker on matters of importance to her Mr. Comfort is a graduate of Santa Clara program—Integrity First, and support industry clients. Melanie received her University (1983) and the University of of the global supply chain management Juris Doctor in 1989 from South Texas Notre Dame School of Law (1986). He is organization. Before joining Asurion in College of Law- Houston. She is a Fellow currently the Chair of the ALFA International 2005, April was in private law practice with the Texas Bar Foundation. Melanie Hospitality & Retail Law Practice Group. with Baker, Donelson, Bearman, Caldwell received her undergraduate degree from & Berkowitz, PC. April received her JD, Texas A&M University, where she was an SCOTT CONLON is an experienced trial magna cum laude, from the University All-American Swimmer, and was chosen lawyer with a long history of successfully of Tennessee College of Law, and holds to the Southwest Conference Women’s representing clients across the state both a BA in English and a BS in Political All-Decade Team. As an avid Aggie, she of Arizona. As a Shareholder at ALFA Science, with highest honors, from the served on the Board of Directors of the International member firm Renaud Cook University of Tennessee, Chattanooga. Texas A&M Women Former Student’s Drury Mesaros, PA, Scott has more than 15 years of experience defending Tamara provides support to the General MATT FRIEND is vice president of risk clients in elevator manufacturing cases. Counsel and Vice President of Legal management for Stonebridge Companies, He has studied the effects technological Services on corporate governance issues a privately owned, innovative hotel owner, advances have had in this industry, and compliance functions. Prior to joining operator and developer headquartered and how technology plays a role in O’Reilly, Tamara was in private practice in Denver, Colorado. Its diverse listing of clients’ maintenance requirements. This for 13 years, most recently at Lathrop properties includes over 60 select-service, experience and insight allows Scott to & Gage in Springfield, Missouri. Tamara extended-stay, mid-scale and full-service better understand his client’s cases, and received her undergraduate degree from hotels in markets throughout the U.S. Matt develop a comprehensive defense strategy. Drury University and her J.D. from Wake leads the company’s risk management Additionally, Scott has a successful history Forest University School of Law. Tamara is strategy, negotiates insurance programs, of representing insurance companies, a member of the ALFA International Client manages claims and is responsible for restaurants, and transportation clients. His Advisory Board. crisis management, compliance, and broad experience provides clients valuable loss prevention.. He serves on the Board insight and experience during trial, and LANCE G. EBERHART is CEO at the ALFA of Directors, and is a past president, of reliable counsel which can help avoid trial International law firm Hall & Evans, LLC. Mr. the Rocky Mountain Chapter of Risk and altogether. Eberhart practices in the area of complex Insurance Management Society (RIMS), civil litigation handling the defense of a full is an Affiliate Faculty at Regis University, ERIC C. COTTON serves as deputy general range of property and casualty matters Anderson College of Business, and counsel & corporate compliance officer for including matters directly affecting the frequently lectures at the University of SITE Centers Corp., a publicly traded real Transportation Industry. Prior to joining Colorado, Denver, Metropolitan State estate investment trust based in Cleveland, Hall & Evans Mr. Eberhart had significant University of Denver, and Washington State Ohio, where he oversees the company's trial and appellate experience in the field University. He earned his Master of Science litigation, risk management and compliance of criminal defense. Mr. Eberhart is in in Management from Regis University and matters and provides legal support for its numerous professional organizations and his Senior Professional in Human Resource operations. Eric was previously general is a member of both the ALFA International (SPHR) certification. counsel for Equivest Finance, Inc., a Hospitality & Retail and Transportation MARY P. HAEFER, JD, CPCU is Head of publicly traded real estate development and Steering Committees. He was the 2016 finance business based in Syracuse, New Casualty Claims for CapSpecialty located ALFA International Hospitality & Retail York. He has also held positions in the legal near Madison, WI. Mary has been with Law Practice Group Chair. Mr. Eberhart is departments of the Pyramid Companies CapSpecialty since 2010 and oversees the a graduate of the Washington University and the Edward J. DeBartolo Corporation. casualty unit with an emphasis on cases School of Law. involving liquor liability, assault and battery, TAMARA F. DE WILD is Associate General slip and falls, construction defect and JOSEPH G. FORTNER, JR is a partner at Counsel and Director of Legal Services catastrophic bodily injury claims. Previously, Halloran Sage, and the Chair of the ALFA for O’Reilly Automotive, Inc. d/b/a O’Reilly Mary spent 16 years at General Casualty International Business Litigation Practice Auto Parts and its affiliated entities. Companies (now QBE) as senior claims Group. He is a business and intellectual O’Reilly Auto Parts (ORLY) is a retailer counsel overseeing complex litigation property litigator with experience in a of aftermarket automotive parts, tools, including complex commercial litigation. wide range of matters in state and Federal supplies, equipment, and accessories Mary has experience as a litigator in private courts, including trademark, trade dress, based in Springfield, Missouri. At O’Reilly, practice and spent two years as a judicial trade secret, domain name, patent, Tamara counsels Human Resources and clerk to the Honorable John C. Shabaz, contract, business fraud, unfair trade management on labor and employment Western District of Wisconsin. Mary is a Phi practices, and other complex business related issues including ADA, FMLA, Beta Kappa graduate of Indiana University Title VII, ADEA, wage and hour issues, litigation. He has represented clients in and received her JD at Marquette University severance matters, non-compete and such segments as manufacturing, financial cum laude. She completed her CPCU nonsolicitation agreements, labor relations/ services, information technology, marketing, designation in the insurance industry in union avoidance, and other employment alternate power systems, firearms, 2001. Mary has three children and is a huge related matters; reviews and responds music, and other services industries. Joe sports fan. She also enjoys reading, yoga to complaints and charges filed with the uses his experience to counsel clients and travel. EEOC and state agencies; coordinates regarding intellectual property issues and with Human Resources in responding to other business relationships, prosecutes CATHERINE J. HUFF is a Partner in the wage claims; manages and coordinates trademark matters at the Patent & Roanoke, Virginia ALFA International law the defense of all employment related Trademark Office, and negotiates licenses, firm of Gentry Locke Rakes & Moore, litigation with outside counsel; manages assignments and other intellectual property LLP. Her practice focuses on labor and and coordinates the defense of unfair labor agreements. He chaired the BLPG’s employment, professional liability and practice charges filed with the NLRB; works 2017 Seminar, and recently moderated workers’ compensation. She also advises with Human Resources and operations an intellectual property panel at the ALFA businesses in the restaurant and hospitality representatives in the negotiation of International Client Seminar. He is a industry on employment matters. Cate collective bargaining agreements; and graduate of Duke University, and received has tried a number of cases in both state works with Human Resources and other his J.D. from Vanderbilt University School and federal trial courts and has extensive departments in developing, implementing, of Law. When not practicing law, he works experience with motions practice. Cate and updating employment policies, on his jazz, blues, and country guitar skills, regularly speaks and conducts training procedures, and practices and training and performs with his wife (also an attorney) on a variety of employment and workers’ materials relating to the same. In addition, in their vocal and guitar duo, “Blind Date.” compensation issues in and outside of Virginia. She received her bachelor’s is an experienced trial lawyer who has practice is concentrated in the areas of tort degree from Virginia Tech and her J.D. from managed all aspects of litigation and and contract litigation involving premises Liberty University. has played a lead role in several jury and liability, construction accidents and bench trials, as well as arbitration. Jaci has products liability, as well as commercial BENJAMIN W. JONES is a shareholder written and spoken extensively on litigation and business litigation. Mr. Milano has in the Knoxville and Nashville, Tennessee strategy, IP damages, and diversity in the substantial experience in the representation ALFA International law firm of Lewis legal profession, and her contributions of bars, nightclubs, restaurants and country Thomason, P.C. where he concentrates have been recognized by a number of clubs involving the defense of allegations his practice in hospitality law, premises legal publications, including The Legal of negligence relating to premises liability, transportation, and general 500 United States and Northern California security, service of alcohol, maintenance negligence with a focus on defending Super Lawyers. In 2015, Jaci was named and management. Mr. Milano also has personal injury matters. Ben has to Silicon Valley Business Journal’s 2015 extensive experience in the representation represented numerous hotels, bars, “Women of Influence” list. Prior to joining of shopping center owners, managers, restaurants, convenience stores and retail Flynn Restaurant Group in 2018, Jaci was a developers and retailers in lawsuits establishments, in the defense of dram partner in Jones Day’s Silicon Valley office. involving allegations of negligent premises shop, security and premise liability cases. maintenance, security and management, as In addition, Ben has defended wrongful ERIK A. LINDSETH is Senior Vice President well as claims involving breach of contract, death and other catastrophic injury cases and General Counsel of Life Time, Inc. contractual indemnification and commercial in the transportation field. He received his Life Time champions a healthy way of life lease disputes. He has successfully undergraduate and doctor of jurisprudence for its members across 128 destinations represented clients in state and federal from The University of Tennessee. in 36 major markets in the United States courts in Massachusetts, New Hampshire and Canada, delivering an athletic resort and Connecticut and he has tried PAUL G. KLOCKENBRINK is a Partner in experience with healthy living options numerous cases to both juries and judges. the Roanoke, Virginia, ALFA International for the entire family. Erik joined Life Time Mr. Milano is a member of the Defense law firm of Gentry Locke Rakes & Moore, in 2006 as Associate General Counsel Research Institute, Massachusetts Defense LLP. Mr. Klockenbrink represents business to manage the company's litigation. As Lawyers Association, Claims & Litigation clients in all aspects of the employment General Counsel since 2 , Erik has led Life Management Alliance, International relationship including wage and hour laws, Time's legal team which is responsible Council of Shopping Centers and the discrimination claims, return to work and for handling or managing all legal matters Massachusetts and New Hampshire Bar noncompete/ trade secret issues. He has for Life Time from club development and Associations. He serves on the ALFA successfully defended companies in jury construction to operations. Before joining International Hospitality & Retail Practice trials covering a variety of employment Life Time, Erik worked in private practice at Group Steering Committee and the DRI issues. Paul regularly speaks and conducts Faegre Baker Daniels and as an Assistant Retail and Hospitality Practice Group training on various employment law Attorney General with the Minnesota Steering Committee. issues. Mr. Klockenbrink chairs the firm’s Attorney General's Office. Hospitality and Restaurant Practice Group. MACKENZIE C. MONACO is a Director and He received his bachelor’s degree from the DAVID MARSHALL is Vice President, Shareholder in the Albany, New York ALFA University of Vermont and his law degree, Litigation & Dispute Resolution at Marriott law firm of Carter Conboy. She maintains cum laude, from the University of San Vacations Worldwide, one of the largest an active litigation practice representing a Diego, School of Law. vacation ownership and leisure companies wide range of clients, from individuals and in the world. MVW is a leading vacation local businesses to national corporations, CYNTHIA KOLB is the Director of Specialty ownership company that offers vacation in state and federal courts throughout Property & Casualty claims at OneBeacon ownership, exchange, rental, and resort New York. She delivers counseling, risk Insurance group in Plymouth, MN. In and property management, along with management, and tort defense services that role, Cynthia oversees litigated and related products and services. The to the hospitality and retail, construction, non-litigated CGL and Commercial Auto company has more than 100 resorts and insurance, and health care industries. claims throughout the United States. As a nearly 650,000 owners and members in a She also has an active trusts and estates specialty insurance company, OneBeacon’s diverse portfolio including seven brands. practice. Ms. Monaco is a graduate of St. insureds include many hospitality entities It also operates exchange networks and Lawrence University and earned her law ranging from bowling alleys and hotels to membership programs comprised of nearly degree, summa cum laude, from Albany banks and concert venues. Prior to joining 3,200 resorts in over 80 countries, as well Law School. She is a frequent speaker, OneBeacon, Cynthia was a shareholder in as managing over 200 other resorts and locally and nationally, on topics supporting a Minneapolis law firm. lodging properties. David joined ILG, Inc., her practice, as well as women's issues, now a subsidiary of MVW, in September communication, client advocacy, and JACQUELINE K. S. LEE, General Counsel, 2017 after working at Starwood Hotels ethics. Mackenzie has been named a Flynn Restaurant Group LP. Jacqueline for over 11 years. In his present role he is SuperLawyer® annually since 2013; is (“Jaci”) Lee represents America’s largest responsible for the legal oversight of all an active member of the Committee on franchisee in a wide range of commercial, employment claims and litigation, as well Character and Fitness for the Third Judicial real estate, employment, and tort disputes as overseeing the company’s defense in a District and is the immediate past President for over 1,200 restaurants nationwide, variety of commercial disputes. of the Capital District Trial Lawyers and provides the Company with strategic Association. counsel on contract, risk management, SEAN J. MILANO is a partner in the Boston, corporate development, intellectual Massachusetts ALFA International firm JOSEPH M. MOORE is a Director at property, and employment issues. She of Morrison Mahoney LLP. Mr. Milano’s the ALFA International member firm in Richmond, Virginia, McCandlish Holton. Hospitality Law Practice Group, he is active Rozanski represents companies within the Joe is an experienced litigator who focuses on the Federation of Defense & Corporate hospitality and product industries including on protecting the interests of his clients Counsel Board of Directors and the hotels and resorts, restaurants, retailers, in a wide range of matters with emphasis Missouri Organization of Defense Lawyers. and product design and manufacturing in premises liability, trucking litigation and John is recognized by Martindale-Hubbell companies. His practice includes the commercial disputes. His experience and by Best Lawyers for Personal Injury defense of premises liability and product includes jury and bench trials in state and Litigation-Defense. John is the chair of his defect actions, and claims arising under federal courts in Virginia, including the firm’s Marketing Committee. the Americans with Disability Act (ADA). Mr. Eastern District of Virginia, the “rocket Rozanski is a graduate of Ohio Wesleyan docket.” Joe also has significant experience NICHOLAS A. REIF serves as Litigation University and Thomas Jefferson School handling mediations and other forms of Counsel for The Sherwin-Williams of Law. ADR. He has been selected for inclusion Company. Sherwin-Williams is the global in Super Lawyers in 2017 and 2018 for leader in the manufacture, development, ADAM RUSS of ALFA International firm civil litigation defense and was recognized distribution, and sale of coatings and Lorance & Thompson, P.C. in Houston, as a Future Litigation Star by Benchmark related products to professional, industrial, Texas, has helped individuals and Litigation in 2018. Joe currently serves as commercial, and retail customers. Nick businesses work through their most the 2019 Program Chair for the Hospitality creates and implements strategic legal challenging risk management and legal & Retail Group. Joe grew up near responses for The Americas Group and problems. From day-to-day business Cooperstown, NY and enjoys coaching his Consumer Brands Group Divisions. A counseling through to the rigors of litigation, son’s baseball team and traveling with his special focus of his is the efficient and Adam has helped clients in the hospitality, wife and two children. effective management of high-volume retail, manufacturing, construction, financial litigation. Nick has led and regularly services, and insurance industries achieve CHRISTOPHER A. PAGE is a partner at manages both legal and business projects results whether inside the courtroom or Young, Moore and Henderson, ALFA with stakeholders and contributors from working to avoid it. From contract disputes International’s Raleigh, North Carolina across and outside the organization. to tort claims, in the workplace or on the job member, where he is the Marketing Chair of Utilizing his background as a corporate site, Adam’s skills and practical approach its Retail/ Hospitality industry group. Chris lawyer and white-collar prosecutor, Nick have earned the trust and respect of clients is an experienced trial attorney, with special understands strategic responses are and colleagues alike. As a trial attorney emphasis on representation of clients in a combination of leadership, culture, licensed in Ohio and Texas, Adam offers the Hospitality and Retail industries, where analytics, and adaptability. Prior to joining valuable first–chair experience defending he represents a number of national clients Sherwin-Williams, he was a white-collar matters in courts and ADR forums. with all of their legal needs, including claims crime prosecutor in Ohio, focusing on relating to employment, business disputes, public corruption and complex financial CHARLES A. "CHIP" SEIGEL III is the trademark infringement, false advertising, criminal investigations. While in private Chief Legal Officer and Chief Compliance premises accidents, and construction practice, he was attorney at Jones Day Officer of Qdoba Restaurant Corporation, defects. After graduating summa cum where he specialized in advising and a company that owns, operates and laude from Duke University, Chris earned conducting compliance reviews for licenses Qdoba Mexican Eats restaurants his law degree from the Yale Law School companies encountering Foreign Corrupt throughout the United States and Canada. where he served as Senior Editor for the Practices Act and Consumer Financial Mr. Seigel's responsibilities at Qdoba Yale Law Journal. Chris is the Chairman Protection Bureau inquiries. include Compliance and Corporate Emeritus of ALFA’s Hospitality & Retail Governance, Litigation Management, Practice Group, and is the former Chairman DONNA ROBERTS is Associate General Human Resources, Asset Protection, of ALFA’s Marketing Committee. He also Counsel for Cracker Barrel Old Country Intellectual Property and Franchising. serves on ALFA’s Board of Directors. Chris Store, Inc., which operates more than 640 Prior to Qdoba, Mr. Seigel was the Chief is a frequent speaker at ALFA seminars, restaurant/retail stores in 43 states and Legal Officer of CKE Restaurants, parent and has created many presentations on a employs in excess of 75,000 workers. Ms. company of Carl’s Jr. and Hardee’s. Mr. variety of litigation and management topics, Roberts is responsible for all aspects of the Seigel received his accounting degree from including last year’s opening session on company’s labor & employment practice The George Washington University and his the Innovation Imperative: Why Businesses as well as its complex litigation matters. law degree from The Washington University Need to Create a Culture of Innovation to In this role, she also regularly defends the School of Law. Survive. company in Tennessee-based lawsuits and employment-related arbitrations. Prior YANA SHAPIRO is a Partner practicing in JOHN P. RAHOY is a principal and to joining Cracker Barrel, Ms. Roberts the Workers' Compensation Department shareholder with Brown & James, P.C. was a partner in the Nashville office of of the ALFA International member firm He practices in the firm’s St. Louis office. southeastern regional law firm, Stites & in Philadelphia, German, Gallagher & John focuses his practice on retail and Harbison, PLLC, where she practiced in the Murtagh, P.C. Her practice focuses on premises liability. He has tried more than areas of business litigation, employment representing the self-insured and captive 70 jury trials to verdict, including in the and mass tort litigation defense. Employers in Pennsylvania and New Circuit Court of the City of St. Louis, one Jersey, as well as uninsured Employers. of the most favorable plaintiff venues in the KEITH ROZANSKI is senior counsel at the Ms. Shapiro has successfully litigated nation. John earned his B.S. from William Los Angeles, California ALFA International Claim, Review, Modification, Suspension Jewel College before receiving his J.D. Law firm of Haight Brown & Bonesteel LLP and Termination Petitions before Workers’ from the University of Missouri. In addition and a member of the Hospitality & Retail Compensation Judges and the Workers’ to his involvement in the ALFA International Practice Group Steering Committee. Mr. Compensation Appeal Board. Ms. Shapiro is on the ALFA International Steering Her practice also includes general personal advising clients regarding compliance Committee for Hospitality, the Women’s injury, commercial litigation, employment, with various labor & employment laws, Initiative Steering Committee, has organized and consumer fraud. She has served as including anti-discrimination, harassment multiple Women’s Initiative Events in Santa national and regional counsel to various and retaliation laws, leave issues, and Barbara, CA and Austin, TX, and led a clients in mass tort litigation. She is a wage and hour laws. Ms. Walden-Jacobs successful ALFA International webinar on member of the Kansas, Missouri, and is a Cincinnati native and a die-hard social media. American Bar Associations, International Bengals fan. Prior to joining Speedway in Association of Defense Counsel, and DRI. 2014, Ms. Walden-Jacobs was in private CAROL STEINOUR YOUNG has a broad She is a frequent lecturer and author on practice at the Cincinnati office of Jackson litigation and counseling practice covering issues related to product liability litigation. Lewis LLP, a national labor & employment a range of substantive areas in U.S. She currently serves as the Chair to the law firm. Prior to her employment with Federal and state courts, and before Board of Directors of ALFA International. Jackson Lewis, Ms. Walden-Jacobs was an the Trademark Trial and Appeal Board. She received her B.A. from the University attorney at the law firm Dinsmore & Shohl She has represented businesses and of Kansas in 1989 and her J.D. from the LLP, focusing on workers’ compensation individuals in matters involving theft of University of Kansas in 1992. Prior to joining and labor & employment matters. Ms. trade secrets, trademark infringement, the firm she served as law clerk to the Walden-Jacobs holds B.S. in English from noncompetition, copyright infringement, Honorable Thomas C. Clark of the Circuit Wittenberg University in Springfield, OH, breach of contract, breach of fiduciary Court of Jackson County, Missouri. and obtained her J.D. from The University duty, wage and hour disputes, and of Cincinnati College of Law. In addition other complex commercial matters in JOHN R. TARPLEY is a shareholder to her Ohio Bar admission, she is also jurisdictions throughout the country. She residing in the Nashville office of Lewis admitted to the United States District Court has developed a special concentration Thomason. John has practiced in Nashville for The Southern District of Ohio and the regarding issues pertaining to trade secrets since graduating from the University Of Sixth Circuit Court of Appeals. and the enforcement and enforceability Tennessee College Of Law. He joined the of restrictive covenants, and advises firm in 1989 after clerking with an appellate ERNEST (“ERNIE”) WETZLER, II, is clients with respect to drafting restrictive judge and serving as an Assistant Attorney associate counsel at Genuine Parts covenants, enforcing and defending General for the State of Tennessee. Company in Atlanta, Georgia. Genuine covenant and trade secrets claims and He is a leader in the firm’s Commercial Parts Company is a distributor of litigating all aspects of such cases, from Transportation and Complex Litigation automotive replacement parts in the U.S., the injunction stage through trial. Carol Practice Group. As a certified mediator, Canada, Mexico, Australasia, France, the has tried over 40 jury and non-jury cases he is called on a regular basis to mediate U.S. and Germany. Ernie is responsible to conclusion, and handled numerous and arbitrate a wide range of disputes. for handling and managing the litigation arbitrations and mediations. In addition, He has been inducted into the Tennessee process nationwide. Ernie was in private Carol is Chair of the firm’s e-Discovery Academy of Mediators. In addition, John practice at Hawkins Parnell & Young, LLP team, which provides legal counseling on is a former president of the Tennessee Bar in Atlanta prior to joining Genuine Parts a variety of issues, including early case Association, the Nashville Bar Foundation Company. assessment, discovery in litigation or and of the American Bar Association’s regulatory matters, document review, Rule Tort, Trial and Insurance Practice Section. KRISTEN WILSON is Senior Director and 26(f) meet and confer conferences, and He also is a former chair of the Board of Associate General Counsel for Nordstrom, motions practice regarding ESI, with an Editors of the ABA Journal. Likewise, he is a Inc., one of the nation’s leading fashion emphasis on reducing the risk of sanctions member of the ABA’s Standing Committee specialty retailers with 373 stores in 40 and adverse results. Carol has lectured on the Federal Judiciary, which conducts states, Canada and Puerto Rico. Nordstrom widely for the Pennsylvania Bar Institute evaluations of all nominees for federal is self-insured and self-administered and and other local & national organizations judgeships. He is active in the community Kristen is responsible for managing claims, on the subjects of trial practice, evidence, and formerly served as the president of the litigation and legal advice on multiple litigation management, electronic discovery, Music City Chapter of the March of Dimes lines of business, including intellectual injunction practice, and expert testimony. and as a member of the leadership team property, premise, loss prevention, Among other attorney accolades, Carol of Leadership Nashville. John is a former product compliance, general business and has been listed in the Best Lawyers in Transportation Practice Group Chair for commercial litigation. She joined Nordstrom America® since 2013. She resides in ALFA International. in 2012 after practicing civil defense Hampden Township with her husband and litigation and serving as a former Deputy their two children. ANITRA WALDEN-JACOBS is an Attorney Prosecuting Attorney for King County, WA. for Speedway, LLC. Ms. Walden- KARA TROUSLOT STUBBS is a Member Jacobs is an attorney in the Speedway in the Kansas City ALFA International law Law Organization, focusing on labor firm of Baker Sterchi Cowden & Rice, & employment issues. Currently, Ms. L.L.C., where her civil litigation practice is Walden-Jacobs is primarily responsible primarily focused on the defense of product for supporting the Atlantic Division, liability matters, including the defense representing Human Resources and of manufacturers of medical devices, management in a broad range of labor pharmaceutical products, construction and employment matters, including equipment, children’s products, commercial litigation, administrative investigations, and grade fireworks, diacetyl containing union negotiations. Ms. Walden-Jacobs products, and various consumer products. also spends a significant amount of time GENERAL INFORMATION
MEETING LOCATION ATTIRE Motif Hotel The attire for the educational sessions throughout the 1415 Fifth Avenue conference, and for the dinners on Wednesday and Seattle Washington 98101 Thursday night, is business casual. The attire for the Tel: (206) 971-8000 optional activities on Thursday and Friday afternoon is www.destinationhotels.com/motif-seattle casual, as is the dinner on Friday night. REGISTRATION CLE CREDIT Please contact your ALFA International Attorney to ALFA International certifies that this program has been register. approved for 7.25 hours of General CLE credit in the States of Illinois and California. If you need credit in ATTENDANCE IS OPEN ONLY TO MEMBERS OF ALFA another state, please contact that state bar regarding INTERNATIONAL AND THEIR INVITED GUESTS AND IS the necessary requirements to obtain CLE credit. ALFA LIMITED TO AGES 21+. International staff are available to assist in any way HOTEL possible but you must apply individually to obtain credit The deadline for obtaining a room reservation at in your particular state. the ALFA International rate is July 16, 2019. Hotel reservation requests are submitted by completing the online seminar registration process. Please contact your ALFA International attorney to register.
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