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2016 Primerus Northeast Regional Meeting Printed Materials 2016 Primerus Northeast Regional Meeting May 20, 2016 Meeting Location Davio’s Northern Italian Steakhouse 75 Arlington Street Boston, Massachusetts 02116 Primerus Northeast Regional Meeting Agenda Friday, May 20, 2016 11:30 a.m. – 4:30 p.m. Friday, May 20, 2016 11:30 a.m. – 12:00 p.m. Welcome and Check-In 12:00 p.m. – 1:30 p.m. Regulatory Roundtable and Networking Luncheon with the Association of Corporate Counsel Carmen Ortiz – U.S. Attorney (Boston, MA) 1:30 p.m. – 1:45 p.m. Break *** Primerus Members Only Portion of Meeting *** 1:45 p.m. – 2:00 p.m. Primerus Update Chris Dawe – Primerus (Grand Rapids, MI) 2:00 p.m. – 3:00 p.m. Marketing Presentation Bob Weiss – Alyn-Weiss & Associates (Lakewood, CO) 3:00 p.m. – 3:15 p.m. Break 3:15 p.m. – 4:15 p.m. Business Development Discussion Best approach for firms to work together and develop business Regional or local marketing best practices Unique practice areas Practice Area discussion 4:15 p.m. – 4:30 p.m. Wrap-Up Meeting Location: Davio’s Northern Italian Steakhouse 75 Arlington Street Boston, Massachusetts 02116 Carmen M. Ortiz United States Attorney District of Massachusetts Carmen M. Ortiz was nominated by President Barack Obama, as the United States Attorney for the District of Massachusetts and confirmed by the U.S. Senate in 2009. She is the first Hispanic and the first woman to represent Massachusetts as U.S. Attorney. She oversees the work of more than 200 attorneys and support staff in Boston, Worcester and Springfield. In 2010, she implemented the District’s first civil rights initiative, aimed at reinvigorating enforcement efforts of federal civil rights laws and increasing visibility among affected communities through extensive community outreach efforts. During her tenure as U.S. Attorney, Ms. Ortiz has overseen the criminal prosecutions of corrupt Massachusetts Speaker of the House Sal DiMasi, infamous gangster James “Whitey” Bulger, and the Boston Marathon bombing. Additionally, she has led the District of Massachusetts to some of the largest civil settlements in U.S. history, including that of health care giant, GlaxoSmithKline. From 2010 to 2015, Ms. Ortiz served as Co-Chair of the Attorney General’s Healthcare Fraud Working Group and is a member of the Attorney General’s Advisory Committee’s (AGAC) subcommittees on Civil Rights, White Collar Crime and Cyber Crimes. From 2012 until January 2014, she served on the Attorney General’s Advisory Committee. Prior to becoming U.S. Attorney, she was an Assistant U.S. Attorney in the Economic Crimes Unit of the U.S. Attorney’s Office (Massachusetts), and served as Grand Jury Supervisor. Ms. Ortiz also served for eight years as a state prosecutor, in Middlesex County, where she oversaw the District Court, and prosecuted homicides, sexual assaults, robberies and other felony cases. In addition to her public service, Ms. Ortiz was a senior trial attorney at the law firm of Morisi & Associates, P.C., concentrating on civil, criminal, and governmental agency litigation. She also was a Program Associate and Training Coordinator at the Harvard Law School’s Center for Criminal Justice (1989-1991). There she worked on the Harvard/Guatemala Criminal Justice Project, which entailed collaborating with the judiciary of Guatemala and other professionals to implement criminal justice reforms. In 1991, on behalf of the National Football League, Ms. Ortiz investigated allegations of sexual harassment made by a sportswriter against the New England Patriots. In 1992, she was part of a Senate Foreign Relations Committee team that investigated “October Surprise”, the Congressional inquiry into allegations that members of the 1980 Reagan-Bush presidential campaign delayed the release of 52 Americans held hostage by Iran. Ms. Ortiz is a graduate of George Washington University Law School (J.D.) and Adelphi University (B.B.A.). Awards and honors include: 2014: Latina Lawyer of the Year, Hispanic National Bar Association; 100 Most Influential People for the Hispanic Community of Massachusetts, El Planeta Newspaper (2011 – 2014). 2013 : New England Women’s Leadership Award. 2012: Bostonian of the Year, The Boston Globe; Latina of the Year, El Mundo Newspaper; Pinnacle Award Honoree, Greater Boston Chamber of Commerce, Women’s Network; Community Service Award, Mass. Association of Minority Law Enforcement Officers; Honorary Doctor of Laws Degree, New England Law | Boston and Adelphi University; 2011: First One Award, uAspire; Outstanding Contributions to the Community, Beth Israel Deaconess; Las Primeras Award for Exemplary Achievement, Mass. Association of Hispanic Attorneys. 2010: President’s Award, Women in Federal Law Enforcement Foundation; J. William Fulbright Distinguished Public Service Award, George Washington University Law School; Pioneering Women of Color Award, Mass. Women’s Bar Association. 2016 Primerus Northeast Regional Meeting Primerus Attendees Peter Bennett The Bennett Law Firm, P.A. 121 Middle Street, Suite 300 P.O. Box 7799 Portland, ME 04101 Phone: 207.517.6021 Fax: 207.774.2366 [email protected] www.thebennettlawfirm.com Mark Berman Ganfer & Shore, LLP 360 Lexington Avenue, 14th Floor New York, NY 10017 Phone: 917.746.6796 Fax: 212.922.9335 [email protected] www.ganfershore.com Jocelyn Campbell Rudolph Friedmann LLP 92 State Street Boston, MA 02109 Phone: 617.606.3120 Fax: 617.227.0313 [email protected] www.rflawyers.com Brian Darreff Earp Cohn, P.C. 20 Brace Road, 4th Floor Cherry Hill, NJ 08034 Phone: 856.354.7700 Fax: 856.354.0766 [email protected] www.earpcohn.com INTERNATIONAL SOCIETY OF PRIMERUS LAW FIRMS Chris Dawe Primerus 171 Monroe Ave. NW Suite 750 Grand Rapids, MI 49503 Phone: 616.454.9939 Fax: 616.458.7099 [email protected] www.primerus.com Doug Eilender Mandelbaum Salsburg P.C. 3 Becker Farm Road, Suite 105 Roseland, NJ 07068 Phone: 973.821.4172 Fax: 973.325.7467 [email protected] www.lawfirm.ms Jonathon Friedmann Rudolph Friedmann LLP 92 State Street Boston, MA 02109 Phone: 617.606.3120 Fax: 617.227.0313 [email protected] www.rflawyers.com Douglas Johnson Earp Cohn, P.C. 20 Brace Road, 4th Floor Cherry Hill, NJ 08034 Phone: 856.354.7700 Fax: 856.354.0766 [email protected] www.earpcohn.com James Lagios Iseman, Cunningham, Riester & Hyde, LLP 9 Thurlow Terrace Albany, NY 12203 Phone: 518.621.0140 Fax: 518.462.4199 [email protected] www.icrh.com INTERNATIONAL SOCIETY OF PRIMERUS LAW FIRMS Anthony Leccese Rudolph Friedmann LLP 92 State Street Boston, MA 02109 Phone: 617.606.3120 Fax: 617.227.0313 [email protected] www.rflawyers.com Barbara Miller Brody Wilkinson PC 2507 Post Road Southport, CT 06890 Phone: 203.916.6289 Fax: 203.254.1772 [email protected] www.brodywilk.com Lisa Olivieri Thomas & Libowitz, P.A. 100 Light Street Suite 1100 Baltimore, MD 21202 Phone: 410.575.1468 Fax: 410.752.2046 [email protected] www.tandllaw.com Thomas Paschos Thomas Paschos & Associates, P.C. 30 North Haddon Avenue, Suite 200 Haddonfield, NJ 08033 Phone: 856.528.9811 Fax: 856.354.6040 [email protected] www.paschoslaw.com James Rudolph Rudolph Friedmann LLP 92 State Street Boston, MA 02109 Phone: 617.606.3120 Fax: 617.227.0313 [email protected] www.rflawyers.com INTERNATIONAL SOCIETY OF PRIMERUS LAW FIRMS Robert Rudolph Rudolph Friedmann LLP 92 State Street Boston, MA 02109 Phone: 617.606.3120 Fax: 617.227.0313 [email protected] www.rflawyers.com Robert Shaer Rudolph Friedmann LLP 92 State Street Boston, MA 02109 Phone: 617.606.3120 Fax: 617.227.0313 [email protected] www.rflawyers.com Peter Tanella Mandelbaum Salsburg P.C. 3 Becker Farm Road, Suite 105 Roseland, NJ 07068 Phone: 973.821.4172 Fax: 973.325.7467 [email protected] www.lawfirm.ms Thomas Walsh, Jr. Brody Wilkinson PC 2507 Post Road Southport, CT 06890 Phone: 203.916.6289 Fax: 203.254.1772 [email protected] www.brodywilk.com Bob Weiss Alyn -Weiss & Associates, Inc, 608 Garrison St., Suite V Lakewood, CO 80215 Phone: 303.298.1676 Fax: 303.298.1679 [email protected] www.themarketinggurus.com INTERNATIONAL SOCIETY OF PRIMERUS LAW FIRMS Joseph Worthen, II Rudolph Friedmann LLP 92 State Street Boston, MA 02109 Phone: 617.606.3120 Fax: 617.227.0313 [email protected] www.rflawyers.com INTERNATIONAL SOCIETY OF PRIMERUS LAW FIRMS 2016 Primerus Northeast Regional Meeting ACC Attendees Gary Brown WorldTrade Executive, Inc. Attorney Concord, MA Maria Buckley Joslin Diabetes Center General Counsel Boston, MA Aaron Bullwinkel Beacon Power, LLC Vice President & General Counsel Tyngsboro, MA Matthew Cannata Income Research + Management Boston, MA Suzanne Cartledge John Hancock Financial Services Managing Director and Senior Counsel Boston, MA Julie Duffy ACC Northeast Chapter Chapter Administrator New York, NY INTERNATIONAL SOCIETY OF PRIMERUS LAW FIRMS Jonathan Ellman Litle & Co General Counsel Lowell, MA James Ferraioli GE Oil & Gas General Counsel, M&C Billerica, MA Catherine Gorecki PTC, Inc. SVP, Corporate and Securities Counsel Needham, MA Nancy Johnsen Counsel Per Diem, Inc. Counsel Karen Lamkin Corporate Counsel In-House Counsel Mansfield, MA Sandra Madden Ascensus College Savings General Counsel Newton Center, MA Bill Obrien Attorney Quincy, MA INTERNATIONAL SOCIETY OF PRIMERUS LAW FIRMS Hiten Patel Income Research + Management Boston, MA Patrick Secor Income Research + Management Boston, MA GE Oil & Gas General Counsel, M&C Billerica, MA Peggy Shukur Daniel Trinkle EMD Millipore Corporation Assistant General Counsel Billerica, MA INTERNATIONAL SOCIETY OF PRIMERUS LAW FIRMS Association of Corporate Counsel Committees The Practice and Career Management Committee The Practice and Career Management Committee focuses on supporting ACC members develop skills necessary to advance their careers in their existing roles, when moving up the corporate ladder, and when seeking new opportunities. Recent programs have addressed substantive topics such as governance, and developing the soft skills necessary in a global economy, effective network, and a review of careers outside traditional legal work.
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