Scan QR code to download the NAMWOLF App For More Information Visit www.namwolf.org 1 Note from Joel Stern On behalf of all of us at NAMWOLF, I want to welcome you to our Annual Meeting and Expo in beautiful Philadelphia. We have a great agenda lined up filled with several high-quality CLE presentations, great keynote speakers, our General Counsel Panel, a Judges Panel, law firm and in-house only sessions, and our expo where in-house counsel can meet formally or informally with our 125 plus NAMWOLF law firms. There is also plenty of opportunity to network and celebrate diversity and inclusion in the legal profession. While we know how busy all of you are, we hope that you take the time to actively participate and develop CONNECTING. or enhance relationships with some amazing people who are so passionate about diversity and inclusion. COMMUNITY. The entire NAMWOLF team, along with several law firm and in- Joel Stern, NAMWOLF CEO house volunteers, has worked hard to make this the best Annual Meeting to date. I want to thank our two law firm co-chairs, Fran Board of Directors Griesing and Joe Tucker and their respective firms for all of their Robin A. Wofford, Chair hard work in planning this meeting. I also want to thank our five Wilson Turner Kosmo LLP in-house co-chairs for their time and effort: Mark Edwards, VP Carla Fields Johnson , Vice Chair & General Counsel, Butamax™ Advanced Biofuels LLC; Anthony Fields & Brown E. Gay, Associate General Counsel, Exelon Business Services At Comcast, the more perspectives Justi Rae Miller,Vice Chair Company; Doug Gaston, Senior Vice President and General Berens & Miller, PA Counsel, Comcast Cable; James Grasty, Vice President and we include, the stronger we are. Richard Amador Assistant General Counsel, Merck; and Wendy S. White, Senior Sanchez & Amador LLP Vice President & General Counsel, University of Pennsylvania & We see ourselves as a community – people Janice P. Brown Penn Medicine. Brown Law Group with diverse perspectives, coming together Linda Burwell During the meeting, the entire NAMWOLF Team is here to serve National Employment Counsel, PLLC and assist you. Please feel free to let any of us know if you have for a common interest. Karen L. Giffen any questions or need any assistance. Giffen & Kaminski, LLC That’s why Comcast and NBCUniversal are Martin .P Greene Enjoy, learn and celebrate, Greene and Letts proud to partner with The National Association Emery K. Harlan Joel of Minority & Women Owned Law Firms Gonzalez Saggio & Harlan LLP Kim Howard to invite, inspire, and propel a multitude of Smith Fisher Maas & Howard, P.C. Table of Contents perspectives. Gary Lafayette Lafayette & Kumagai LLP Board Of Directors List p.3 2014 Sponsors p. 14 Matt Morningstar Note From The CEO p.3 Keynote Speaker, When everyone has a seat at the table, Morgan Stanley George K.H. Schell p.15 we are all the better for it. A. Elizabeth “Lizz” Patrick Council Award Winner p.5 Patrick Law Group Schedule Of Events p. 16 - 20 Jose I. Rojas Keynote Speaker, comcast.com/diversity Rojas Law Firm LLP Don H. Liu p.7 CLE Information p. 23 Sandy Sakamoto Lim Ruger & Kim Law Firm Member MVP Award p.10 Panelist And Facilitator Bios p.25 -53 Joel A. Stern General Session Speaker, 2014 Vendor List p.55 -58 NAMWOLF Rehema Ellis p.13 Barbara Stevens Prudential 2 NAMWOLF 2014 Philadelphia Annual Meeting For More Information Visit www.namwolf.org 3 Tony is Associate General Counsel with Exelon Business Services Company and supervises the Regulatory Legal Group for Exelon’s PECO Energy business unit. He serves as Lead of Exelon’s Legal Diversity and Inclusion Committee. Tony received his J.D. from the University of Pennsylvania and served on the University of Pennsylvania Law Review as an Associate Editor and Comments Editor. Prior to joining Exelon, Tony was Assistant General Counsel for Verizon Communications Inc. in Philadelphia. Prior to Anthony E. Gay, Associate General Counsel, Exelon Business Services Company working at Verizon, Tony was an Associate in the Litigation Section of Morgan, Lewis & Bockius, LLP and, prior to that, Winner was a Law Clerk to the Honorable Raymond A. Jackson, U.S. District Judge, in the U.S. District Court for the Eastern of the 2014 Award for District of Virginia. Before entering the legal profession, Outstanding Service Tony worked for the Department of Veterans Affairs in its by an Advisory Adjudication Division, at Valley Forge National Park as a Park Council Member Ranger, and at KYW NewsRadio in Philadelphia as a writer. In addition to his work at Exelon, Tony is a Board Member of Steppingstone Scholars, a private organization dedicated to helping educationally underserved students achieve admission to, and success at, the best public, non-public and independent college preparatory schools through a program of academics, mentoring and support. 4 NAMWOLF 2014 Philadelphia Annual Meeting For More Information Visit www.namwolf.org 5 Don H. Liu Senior Vice President, General Counsel and Secretary Xerox Corporation Don H. Liu is Senior Vice President, General Counsel and Secretary for Xerox Corporation. In this role, reporting directly to Ursula M. Burns, Chairman and CEO, he is responsible for all of Xerox’s legal and government affairs. Prior to joining Xerox, Mr. Liu was Senior Vice President, General Counsel and Chief Compliance Officer for Toll Brothers, Inc. and previously Senior GREETINGS: Vice President, General Counsel and Secretary of IKON Office Solutions, where he was also IKON’s Corporate Compliance Officer and Chair of IKON It is my pleasure to join with the National Association of Minority and Women Diversity Council. Before joining IKON, Mr. Liu was Vice President and Deputy Chief Legal Officer of Aetna U.S. Healthcare (and its predecessor entity, U.S. Owned Law Firms (NAMWOLF) to welcome everyone gathered here for its annual Healthcare). Prior to becoming in-house counsel, he worked as an associate conference in Philadelphia, Pennsylvania. at two New York City law firms from 1987 to 1992, specializing in securities Keynote and mergers and acquisitions – first at Simpson Thacher & Bartlett and then Since its inception, the NAMWOLF has been committed to representing the at Richards & O’Neil (now Bingham McCutchen). interests of minority and women owned law firms and to fostering relationships between He served as a Law Clerk to Justice Stewart G. Pollock at the Supreme Court private and public entities and its member law firms. I commend the NAMWOLF and its Speaker of New Jersey. members for their service and contributions to the Commonwealth and our nation. It is His professional affiliations include being a member and the former Chairman my hope that this organization will continue to grow for many years to come. of the Board of Directors of the Minority Corporate Counsel Association (a SEPTEMBER 22, 2014 non-profit organization promoting diversity in the practice of law); Vice Chair of the Asian American Diversity Advisory Council and a member of the During your visit to Philadelphia, I hope you will take the time to enjoy everything Executive Committee of the Joint Diversity Council, Comcast Corporation; a member of the New York Stock Exchange Commission on Corporate this exciting city has to offer. Just a short distance from this event, individuals will find Governance; a former member of the Board of Directors of Association icons of our proud American heritage – the Liberty Bell, Independence Hall and the of Corporate Counsel; a founder and a member of the Advisory Board of National Constitution Center. I hope you will make many lasting memories throughout MoreBank (an ethnic community bank); a former member of the Board of Directors of the Connecticut Bar Foundation; a member of the American Law your stay in the Commonwealth. Institute; a former member of the Board of Trustees of Mercy Health System (a Catholic hospital chain); a former member of the Board of Directors of the As Governor, and on behalf of all Pennsylvanians, I am pleased to welcome all those Asian American Legal Defense and Education Fund; and former Chair of the In- House Counsel Committee of National Asian Pacific American Bar Association. gathered for this conference. Please accept my best wishes for an enjoyable and memorable event. He is the recipient of America’s Top General Counsel Honor from NYSE Euronext’s Corporate Board Member, National Law Journal - America’s 50 Outstanding General Counsel recognition, the Legend in Law Award from the Burton Foundation and The Library of Congress, Inside Counsel magazine’s Transformative Leadership Award, Connecticut Law Tribune’s Legal Department of the Year – In-House Counsel Management Award, MCCA/ America Lawyer Media Diversity Award, the Edwin Archer Randolph Diversity TOM CORBETT Award from the Lawyers Collaborative for Diversity, the Spirit of Asian America Governor Award from the Asian American Federation, the Diversity Award from ABA’s Council on Legal Education Opportunity, the Justice in Action Award from the Asian American Legal Defense and Education Fund, the ICON Award from the National Asian Pacific American Bar Association, the Founders Award from the Asian American Lawyers Association of Massachusetts, the Achievement Award from Asian Pacific American Lawyers Association of New Jersey, and the Business Leadership Award from the Korean American Coalition. Born in Seoul, Korea, Mr. Liu and his family immigrated to the U.S. in 1972. He received his B.A. degree in Philosophy and Religion from Haverford College with Magna Cum Laude and Phi Beta Kappa honors. He earned his J.D. from Columbia University School of Law, where he was a Harlan Fiske Stone Scholar. Mr. Liu and his wife and two children reside in Westport, CT. 6 NAMWOLF 2014 Philadelphia Annual Meeting For More Information Visit www.namwolf.org 7 8 NAMWOLF 2014 Philadelphia Annual Meeting For More Information Visit www.namwolf.org 9 2014 Law Firm MVP Berens & Miller, P.A.