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Quarles' 17th Annual Specialized CLE for In‑House Counsel

Phoenix Country Club
 | 8 a.m. - 5 p.m. Mountain

2901 N. 7th Street
Phoenix, AZ 85014-5402

We hope you'll join us for our Annual Specialized CLE for In‑House Counsel. Quarles' annual Phoenix CLE seminar is an opportunity to complete your Arizona CLE requirements before the June 30 reporting deadline. Quarles President Brad Vynalek, Phoenix Office Managing Partner Jason Wood, and a team of Quarles attorney presenters will lead the program, which is returning to an in-person format this year. There is no charge to attend, but registration is required by Friday, June 16.

Topics will include:

  • Best Practices for Managing Employee Privacy Issues in the Workplace
  • Distressed Customers and Contract Counter Parties—Managing Bankruptcy Risks
  • Emerging Employment Law Issues in 2023
  • Ethical Considerations for Generative AI Tools
  • Health Care Considerations for the Non-Health Care Company
  • Navigating Banking and M&A in Current Market Volatility

The program will include a light breakfast, lunch, and an afternoon networking break.

Continuing Legal Education:

After the program, Quarles will apply for general continuing legal education credit for Quarles attorneys and their clients in U.S. jurisdictions where applicable. Quarles certifies that this activity has been approved for California Participatory MCLE credits by the State Bar of California in the amount of 6.0 general credits including 1.0 ethics credits. Quarles is a State Bar of California MCLE approved provider. Participants seeking CLE credit must complete a CLE Attendance Form and return it to Quarles after the event.

Anticipated Continuing Legal Education Processing Time:

Depending on jurisdiction, the processing time for course approval is estimated to take between 2-16 weeks.


If you have questions about the program or would like to register, please contact Ben Wojtczak, ben.wojtczak@quarles.com.

Program Agenda and Session Descriptions

8-8:30 a.m. – Registration and Light Breakfast

8:30-8:40 a.m. – Welcome and Opening Remarks
Presenter: Jason Wood, Phoenix office managing partner

8:40-9:40 a.m. – Navigating Banking and M&A in Current Market Volatility
Presenters: Jon Howard and Kate Moore, partners 
Session Overview: Following a year of increased interest rates and general capital market volatility, we will provide an overview of changes that have occurred in the banking world and M&A markets. In particular, we will discuss new considerations in connection with your company’s banking and other financing relationships. We will also discuss current trends in M&A deal flow, deal terms, representations and warranties insurance, and overall expectations of buyers and sellers.

9:50-10:50 a.m. – Health Care Considerations for the Non-Health Care Company
Presenters: Simone Colgan Dunlap and Susan Trujillo, partners
Session Overview: Do you want to open an on-site employee health clinic? Do you have a self-funded insurance plan or want to know what that means? Do you have a first aid kit? Simone Colgan Dunlap and Susan Trujillo will walk attendees through a number of health care topics that non-health care companies should have on their radar.

11 a.m.-12 p.m. – Best Practices for Managing Employee Privacy Issues in the Workplace
Presenters: Joanne Buser, partner and Adrielli Ferrer, attorney
Session Overview: In the wake of rapid digital technology growth, workplace monitoring policies and technologies are on the rise. Whether it’s running background checks, biometric data, monitoring communications or equipment usage, some employers find workplace surveillance to be a helpful tool. Learn to strike the right balance with some best practices for keeping your data safe while protecting employee privacy by learning how federal and state laws impact your workplace.

12-1 p.m. – Lunch

1:05-2:05 p.m. – Distressed Customers and Contract Counter Parties—Managing Bankruptcy Risks
Presenters: John Harris, partner and Anthony Pusateri, attorney
In these unstable economic times, an increasingly wide array of companies and organizations are confronting financial distress and potential bankruptcy. This program will provide an overview of issues that can arise when dealing with distressed customers, vendors and suppliers, and other contract-counterparties that may be at risk of bankruptcy. We will review basic bankruptcy concepts, as well as strategies that can be used to minimize exposure to common bankruptcy risks and maximize your position in a potential bankruptcy of a counter-party.

2:10-3:10 p.m. – Emerging Employment Law Issues in 2023
Presenters: Joanne Buser and Eric Johnson, partners
Session Overview: In this session we will discuss emerging employment law issues such as recent developments from the National Labor Relations Board, Department of Labor guidance on remote workers, artificial intelligence in the workplace and the status of the FTC's efforts to ban non-compete arguments. We will also discuss important new developments in legislation and case law impacting California employers, including the impact of Viking River on California arbitration agreements.

3:10-3:45 p.m. – Networking Break

3:50-4:50 p.m. – Ethical Considerations for Generative AI Tools
Presenters: Mike Curley, Ben Graff, and Zac Foster, partners
Session Overview: Lawyers must consider the ethical considerations of emerging Artificial Intelligence (AI) on many fronts as the law seeks to keep up with this rapidly evolving technology. While the applications of AI are vast, this session will discuss how AI is impacting litigation and the generation of intellectual property to illustrate where attorneys may need to expand their own understanding of this evolving technology and how they may best advise their clients who are utilizing AI functionality.

4:50-5 p.m. – Closing Remarks
Presenter: Jason Wood, Phoenix office managing partner

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