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Chicago, September 28-29, 2015New York City, October 29-30, 2015Boston and Cleveland Groupcast Locations, October 29-30, 2015Live Webcast, October 29-30, 2015

NEW TOPICS

• Outsourcing and the “Internet of Things”

• Supply Chain Management Deals

• Supplier Perspectives on Risk

UPDATED

• Negotiating Cloud Services – The State of the2015 Market

• Privacy and Data Security – Key Contract Terms andCompliance Obligations

Register Today at www.pli.edu/DHN5 or Call (800) 260-4PLI

Outsourcing 2015:Sourcing Critical Services

Satisfy Your CLE, CPD and Privacy Requirements!

This is an approved New York transitional program

Why You Should AttendOutsourcing has firmly established itself as a common business practice, and is often standard for newcompanies. Sourcing agreements raise numerous legal and compliance concerns that counsel arechallenged to manage. Whether in the pre-contract negotiation phase or halfway through fulfillment,attorneys on both sides of the agreement must know the risks that might befall them, as well as theavailable countermeasures.

Outsourcing 2015: Sourcing Critical Services is PLI’s leading program on all the perennial and cutting-edge legal issues that attorneys in this space encounter. This year’s program will offer a review ofsome of the outsourcing basics, such as the outsourcing life cycle, the components of a Master ServicesAgreement and contracting for worst case scenarios. Quickly following that, the program will move ontocurrent and forecasted issues, such as the current state of negotiating for cloud services, outsourcing’srelationship with the growing “Internet of things” movement and current risk concerns from the supplier’spoint of view. Regardless of whether your practice is just beginning to include outsourcing agreements, orthis is your primary focus, the program will deliver useful and practical insights that all attendees should find helpful.

What You Will LearnNEW TOPICS

• Outsourcing and the “Internet of Things”

• Supply Chain Management Deals

• Supplier Perspectives on Risk

UPDATED

• Negotiating Cloud Services – the state of the 2015 market

• Intellectual Property Issues in Sourcing Agreements – rep and warranties, preserving IP and trade secrets

• Privacy and Data Security – key contract terms and compliance obligations

• Pricing and Financial Structures – modeling different pricing schemes and common mistakes to avoid

Special Feature• Earn up to one hour of Ethics credit!

Who Should AttendAttorneys and compliance professionals involved with sourcing agreements will find this program timely and relevant.

Register Today at www.pli.edu/DHN5 or Call (800) 260-4PLI

Outsourcing 2015:Sourcing Critical Services

George KimballHewlett-Packard CompanyLos Angeles

Michael S. MensikBaker & McKenzie LLPChicago

Brad L. PetersonMayer Brown LLPChicago

Co-Chairs

Linda BarriosSenior Counsel Global Digital, Information

Technology & GovernanceMcDonald’s CorporationDavid ChameliVice President, General CounselHeritage-Crystal Clean, LLCElgin, Illinois Fayiaz ChaudhriSenior Principal Counsel - Head of Legal

(Commercial) AmericasInfosys LimitedPalo AltoGabriela Franco ClevelandVice President – Senior Corporate CounselJones Lang LaSalleChicago

John F. Delaney Morrison & Foerster LLPNew York CityRebecca S. Eisner Mayer Brown LLPChicagoPeter R. George Baker & McKenzie LLPChicagoMarcelo Halpern Perkins Coie LLPChicagoVivian L. HansonMorrison & Foerster LLPNew York CityMark W. HeaphyWiggin & Dana LLPNew Haven, Connecticut

Elizabeth M. KelleyVice President and Associate

General Counsel Hewlett-Packard CompanyArlington, VirginiaJon Lightman Life Sciences Practice Lead DirectorISGStamford, ConnecticutRobert MaloneManaging Director – Associate General

Counsel, Contracting, North AmericaAccentureChicagoTimothy J. MillerNovack and Macey LLP ChicagoWilliam A. TanenbaumKaye Scholer LLPNew York City

FACULTYChicago

John F. Delaney Morrison & Foerster LLPNew York City

William A. TanenbaumKaye Scholer LLPNew York City

Co-Chairs

New York City, Groupcast Locations and Live Webcast

Michael J. CammarotaManaging Director – Associate General

Counsel, Contracting, North AmericaAccenture LLP Hartford, ConnecticutDavid ChameliVice President, General CounselHeritage-Crystal Clean, LLCElgin, IllinoisFayiaz ChaudhriSenior Principal Counsel – Head of Legal

(Commercial) AmericasInfosys LimitedPalo AltoRebecca S. Eisner Mayer Brown LLPChicagoPeter R. George Baker & McKenzie LLPChicago

Gregg I. GoldmanExecutive Director –

Global Outsourcing Lead IT, Contracting & Shared Services LegalUBSWeehawken, New JerseyMarcelo HalpernPerkins Coie LLPChicagoVivian L. HansonMorrison & Foerster LLPNew York CityMark W. HeaphyWiggin & Dana LLPNew Haven, ConnecticutGeorge KimballHewlett-Packard CompanyLos AngelesJon Lightman Life Sciences Practice Lead DirectorISGStamford, Connecticut

Lynn LugoSenior Corporate Attorney IMS HealthParsippany, New JerseyMichael S. MensikBaker & McKenzie LLPChicagoBrad L. PetersonMayer Brown LLPChicagoDavid Rabinowitz Moses & Singer LLPNew York CityDavid M. RossAssistant General Counsel –

IP and Global Technology UnitMetLifeNew York City

Program Attorney: Kenneth D. Min

Morning Session: 9:00 a.m. – 12:30 p.m.

9:00IntroductionCHI: George Kimball, Michael S. Mensik, Brad L. PetersonNYC, BOS, CLE & WEB: John F. Delaney, William A. Tanenbaum

9:15 The Outsourcing Process• Key trends driving change in outsourcing• How the outsourcing life cycle is adapting• Contracting for outcomes, analytics, autonomics,and innovation

• Effective and efficient legal support for theoutsourcing process

CHI, NYC, BOS, CLE & WEB: Brad L. Peterson

10:15Anatomy of a Master Services Agreement • Sweep clauses, change management and otherkey mechanisms

• Creative compromises regarding contentiouscontractual provisions

• Structuring and drafting tips• Common mistakes to be avoidedCHI, NYC, BOS, CLE & WEB: John F. Delaney

11:15 Networking Break

11:30 Intellectual Property Issues • Patents, copyrights and trade secrets – what isrelevant to outsourcing and why

• Updating IP representations and warranties• Handling joint improvements• Preserving pre-existing IP rights CHI, NYC, BOS, CLE & WEB: William A. Tanenbaum

12:30 Lunch

Afternoon Session: 1:45 p.m. – 5:00 p.m.

1:45Privacy and Data Security • Key privacy and security issues (U.S. and EU)• Contract terms that need to be included to protectenterprise interests

• Negotiating strategies with third-party serviceproviders, including cloud providers

• Allocating compliance obligations and liability forregulatory requirements

CHI, NYC, BOS, CLE & WEB: Rebecca S. Eisner

2:45Pricing and Financial Structures • Understanding different pricing models• How to choose the right financial structure for yourdeal objectives

• Key pricing terms• Common pricing mistakes to avoidCHI, NYC, BOS, CLE & WEB: Vivian L. Hanson, Jon Lightman

3:45 Networking Break

4:00Contracting for “Worst Case”Contingencies and Liabilities• Liability limits – how much is enough?• Exclusions and exceptions • Indemnities – nobler to give than to receive?• Special risks – security incidents, privacy and compliance

• Slicing, dicing and other market trendsCHI, NYC, BOS, CLE & WEB: Marcelo Halpern,George Kimball

5:00 Adjourn

PROGRAM SCHEDULEDay One: 9:00 a.m. – 5:00 p.m.

Morning Session: 9:00 a.m. – 12:15 p.m.

9:00Negotiating for Cloud Services• 2015 Baker & McKenzie survey results• Evolving role of cloud services in the extended enterprise

• Impact on deal structure and key terms• Impact on role of in-house counsel CHI: Linda Barrios, Elizabeth M. Kelley, Michael S. Mensik NYC, BOS, CLE & WEB: Gregg I. Goldman, Lynn Lugo, Michael S. Mensik

10:00Case Study: Managing Compliance Riskin Multi-Country Sourcing • Setting the stage: sourcing for the extended enterprise

• Key global compliance risks• Processes and tools for identifying, mitigating andallocating global compliance risks

• Common deal structures and evolving bestpractices for multi-country sourcing

• Ongoing compliance risk managementCHI: Gabriela Franco Cleveland, Peter R. GeorgeNYC, BOS, CLE & WEB: Peter R. George, David M. Ross

11:00 Networking Break

11:15The Internet of Things (“IoT”) and theNew Role for Outsourcing • Outsourcing has traditionally focused on “backoffice” functions and improving internal operations

• Next generation outsourcing will focus on “frontoffice” and customer-facing operations anddeveloping new retail products and services

• Enterprise data and Big Data analytics processedthrough outsourcing will enable companies todesign the products

• Information provided by the Internet of Things andmachine learning

• New outsource vendors will be involved in this typeof outsourcing

• Outsourcing contracts will change as a result• The role of the Chief Data Officer in outsourcingRFPs and contracting

CHI, NYC, BOS, CLE & WEB: William A. Tanenbaum

12:15 Lunch

Afternoon Session: 1:15 p.m. – 4:30 p.m.

1:15Supply Chain Management Deals • The contractual landscape: supply agreements,manufacturing agreements, warehousing andtransportation (logistics) agreements, distribution agreements

• How supply chain management deals differ fromother sourcing transactions

• Liability for loss or damage to products• FCPA/anti-corruption laws, export control,transportation of dangerous goods and other key issues

CHI, NYC, BOS, CLE & WEB: David Chameli

2:15 Networking Break

2:30 Supplier Perspectives on Risk• Qualifying opportunities, overseeing pursuits• Process disciplines that manage risks• Varieties of risk – operational, financial,contractual, compliance

• Questions suppliers should ask• Warning signs• Best (and worst) practicesCHI: Fayiaz Chaudhri, Mark W. Heaphy, Robert Malone NYC, BOS, CLE & WEB: Michael J. Cammarota,Fayiaz Chaudhri, Mark W. Heaphy

3:30 Ethics Issues in Negotiating Sourcing Deals • Zealous representation within the bounds of the law (NYC only)

• Puffery vs. false statements: where is the line drawn?

• Limits on communications with adverse parties• Cross-border and multijurisdictional negotiations• Other ethical issues (CHI only)

CHI: Timothy J. MillerNYC, BOS, CLE & WEB: David Rabinowitz

4:30 Adjourn

Please plan to arrive with enough time to register before the conference begins. A networking breakfast will be available upon your arrival.

Day Two: 9:00 a.m. – 4:30 p.m.

PLI’s Unconditional GuaranteeIt’s simple: if you are not completely satisfied with the return on your investment from any PLI program,we will refund your money in full.

Register Today at www.pli.edu/DHN5 or Call (800) 260-4PLI

Pro Bono Efforts & ScholarshipsAs a nonprofit organization, PLI is deeply committed to the public service work of the legal profession.We invest heavily in pro bono activities, including: full and partial scholarships to our institutes and programs • assisting public interest organizations with their legal training needs • free lectures for law students on our website,and • free programs in practice areas critical to the representation of low-income clients.In 2014, PLI awarded over 59,000 scholarships in all programs to judicial law clerks, law professors, law students,attorneys 65 or older, law librarians, judges, attorneys who work for nonprofit organizations, and attorneys in transition.PLI also partners with Privileged Member firms and organizations to offer free CLE training to their pro bono clients.The selected nonprofit organizations, legal aid organizations and other pro bono groups have unlimited access to PLIlive seminars and On-Demand Learning content.For more information on our pro bono initiatives, or to apply for a scholarship, please visit www.pli.edu/probono

PLI’s Nationally Acclaimed Course Handbooks – Now Available OnlineOur Course Handbooks represent the definitive thinking of the nation’s finest legal minds, and are consideredthe standard reference in the field. The Handbook is prepared specifically for this program and stands alone asa permanent reference. The Course Handbook will be available online several days prior to the program!

Log in to www.pli.edu, go to My Online Library and click on the Course Materials tab. You can review thematerial or prepare questions to raise at the program. You will have access to the Course Handbook for oneyear from the program date. All attendees at the live program and Groupcast locations will also receive a copy.

Register for our live Webcast – attend from your location!

The New York City session of this program is available as a live Webcast,streamed simultaneously on your PC or tablet. Reserve your front-row seat to watch PLI’s acclaimed faculty as theydiscuss the hottest legal trends, developments, case law and regulations. . . . View all supporting material. . . . And earn CLE credit. It’s all part ofPLI’s commitment to deliver an outstanding learning experience!Register today at www.pli.edu/DHN5 to reserve your place. Then log in at www.pli.edu to print the Course Handbook and submit questionselectronically to the faculty. PLI’s Customer Service Department is also available to assist with any questions. Please contact us at (800) 260-4PLI.

Individual Privileged Membership — unlimited access to PLI’s liveseminars and online programming for one flat annual fee!Privileged Membership is the simple answer to your ongoing training andCLE/CPE needs: for just $3,495, you can have unlimited, 24/7 access to over 400live seminars and Webcasts presented by a prestigious faculty of more than4,000 legal and business thought leaders.Join the thousands of practitioners that have chosen PLI as their trainingpartner — become a Privileged Member today!For more information on Individual Privileged Membership, please call (800) 260-4754 or email membership@pli.edu.

Location/Hotel Information: Visit us on the Web atwww.pli.edu or call us at (800) 260-4PLI for information aboutseminar locations and hotel accommodations for this program.Payment Policy: Registration fees are due in advance.Attendees may pay by check, Visa, MasterCard, AmericanExpress or Diners Club.Cancellations: All cancellations received 3 business days priorto the program will be refunded 100%. If you do not cancelwithin the allotted time period, payment is due in full. You maysubstitute another individual to attend the program.CLE/CPD Credit: PLI programs offer CLE credit in all U.S.jurisdictions that have mandatory CLE requirements and someforeign jurisdictions with CPD requirements. Please checkwww.pli.edu/credit for credit details, eligibility and approvalstatus for your particular jurisdiction(s). New York: In accordancewith the requirements of the Continuing Legal Education Board,

this transitional continuing legal education course has beenapproved for a maximum of 14 credit hours, of which 9 credithours can be applied toward the Professional Practicerequirement, 4 hours can be applied toward the Skillsrequirement, and 1 hour can be applied toward the Ethicsrequirement. California: This activity is approved for MCLEcredit in the amount of 12 hours, of which 1 hour will apply tolegal ethics. Continuing Professional Education for Privacy Professionals:This program has been submitted for approval by the InternationalAssociation of Privacy Professionals (IAPP) for 1 CPE credit.Special Needs: If you have special needs as addressed by theAmericans with Disabilities Act, please notify Customer Serviceat least two weeks prior to your program.Email: info@pli.eduVisit Us On The Web: www.pli.edu/DHN5

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Get fresh, current online CLE content, with over 2,500 hours of web programs, MP3s and MP4s, availablewhenever and wherever you need it — on laptops, tablets, and the iPad, iPhone and iPod Touch. Virtually all of PLI’s programs are recorded and archived within two weeks of delivery. You can viewentire programs or individual web segments 24/7 via streaming video and/or audio. Each On-Demand program features the video and/or audio of the program, along with downloadableCourse Materials and an application for CLE credit.

On-Demand. The easiest way to complete your MCLE requirement.

Advanced Compliance & Ethics Workshop, October 13-14, 2015, New York City; November 19-20, 2015, San Francisco & Live Webcast

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