In the Press: Quoted
Creating Original Content for Your Brand? Avoid the Pitfalls of ‘Product Placement 2.0’
L.A. Biz Journal interviewed Jeffrey Greenbaum on the pitfalls to avoid when creating branded content. View Article
June 19, 2014
Creating Enterprise Value: AI, Talent, Risk & Growth Strategies for Agency Leaders:
A Business Conference for Agency CFOs, CEOs, Presidents, Managing Principals & Owners
Program Overview:
This conference is designed to address strategic, financial, operational, and legal issues that can afect agency profitability, valuation, leadership succession, risk management, and long-term enterprise value. Through a combination of expert presentations and executive discussions, attendees will gain practical insights into the opportunities and challenges facing agency leaders in an increasingly complex business environment.
12:00 PM – 12:25 PM
Registration, Lunch and Welcome
12:25 PM – 1:10 PM
AI’s Impact on Agency Processes, Economics, Pricing, and Profitability and Negotiating Agreements With Clients to Address These Issues
Artificial intelligence is reshaping agency operations, economics, client expectations, and risk profiles. This session will examine how agencies can leverage AI to improve eficiency and profitability while addressing evolving contractual and governance considerations.
Topics Covered
What clients to understand about the use of AI, costs and eficiencies.
Intellectual property, ownership and compliance considerations
AI's impact on agency business models and economics
Client expectations regarding AI usage and disclosure
Pitch and procurement pressures
Key contractual protections and risk allocation provision
Governance frameworks for AI review and approval
Speakers: Candice Kersh and Karen Lo (Special Group)
1:10 PM – 1:50 PM
Building an Ownership Culture: Equity Participation & Long-Term Incentive Strategies
Topics Covered
Equity participation structures for key employees and next-generation leaders
Employee Participation Units (EPUs), phantom equity, profits interests, and other incentive alternatives
Balancing founder control with meaningful employee ownership opportunities
Designing long-term incentive programs that align performance and succession goals
Rewarding key contributors without giving up unnecessary control
Roll-over equity particularly in private equity roll ups
Speakers: Wendy Heilbut and Mark Himmelsbach (Episode Four)
1:50 PM - 2:40 PM
Diversification Opportunities, Including SaaS, IP licensing, Investment, and Branded Entertainment
Many agencies are exploring new revenue streams and proprietary assets that can improve growth, valuation, and long-term sustainability.
Topics Covered
SaaS and technology licensing opportunities
Development and monetization of agency intellectual property
Proprietary technology and data products
Strategic investments and ownership interests
Branded entertainment and content ventures
Building value through scalable, non-service-based assets
Speakers: Greg Boyd, Chris Chase and Ben Moskowitz
2:40 PM - 2:55 PM
Networking Break
2:55 PM - 3:55 PM
M&A Readiness, Succession Planning & Deal Structures
Whether you're thinking about growth through acquisition, bringing in an investor, transitioning ownership, or eventually selling your agency, understanding the deal process is critical. This session will demystify how agency transactions work, what to expect during a sale process, and the key deal terms, structures, and negotiation points that can materially afect outcomes for founders and owners.
Topics Covered
Who is buying agencies today and why
Strategic buyers versus private equity investors
What the sale process looks like from start to finish
Valuation drivers and factors that influence deal value
Earn-outs, rollover equity, and other key deal structures
Deal terms that commonly surprise agency owners
Preparing for diligence and avoiding common pitfalls
Building the right advisory team and preparing for a successful transaction
Speakers: Lee Silver, Gavin McElroy and Michael Sidler (Madison Alley)
3:35 PM - 4:15 PM
Talent Risk Management and Employment Issues
Managing talent-related risks has become increasingly challenging, particularly as agencies engage a broader ecosystem of employees, contractors, creators, and influencers.
Topics Covered
Employee versus independent contractor classification
Compensation and payment compliance considerations
California-specific workforce requirements
Background checks and screening practices
Risk management when engaging creators and influencers
Speakers: Wendy Stryker and Tiffany Caterina
4:15 PM - 4:25 PM
Networking & Refreshment Break
4:25 PM - 5:05 PM
Practical Approaches to Contracting, Governance, and Compliance Strategies
As the legal and regulatory environment continues to evolve, agencies must adopt practical operational safeguards that reduce risk and help avoid costly disputes.
Topics Covered
Contracting strategies to mitigate business risk
Risk allocation and indemnification provisions
Ownership and rights-management considerations
Internal governance and approval procedures
Vendor management and oversight
AI governance frameworks
Updating contracts, policies, and workflows to address emerging AI-related risks
Creating practical review processes that reduce liability exposure
Speakers: Matthew Vittone and Andrew Folks
5:05 PM - 5:40 PM
Advertising Technology: Emerging Risks for Agencies
The rapid growth of privacy litigation involving digital tracking technologies is creating new legal challenges for the advertising industry. This session will explore the evolving litigation landscape, the potential exposure of advertising agencies, and practical steps agencies can take to protect themselves and their clients.
Topics Covered
Emerging class action and regulatory risks involving tracking technologies
When advertising agencies may face liability for client websites, apps, marketing pixels, and data collection practices
Allocating risk through client contracts, indemnification, and insurance
Practical strategies for reducing litigation risk without compromising marketing effectiveness
Speakers: Matt Pearson and Caren Decter
5:45 PM - 7:15 PM
Cocktail Reception
Networking reception for agency executives, speakers, sponsors, investors, and advisors.
L.A. Biz Journal interviewed Jeffrey Greenbaum on the pitfalls to avoid when creating branded content. View Article
June 19, 2014
In the current legal and economic climate, some lawyers are using - or considering using - so-called "virtual law offices". Read more.
June 16, 2014
The New York Law Journal published Nicole Hyland's letter to the editor regarding a recent City Bar Ethics Committee Opinion on the use of "virtual law offices" in attorney advertising. (Article behind a paywall) View Article
June 16, 2014
The Internet is expanding from 23 familiar "top level" (or after-the-"dot") domain names such as .COM, .ORG and .BIZ to an unlimited number of new domains. Read more.
June 13, 2014
Reuters quoted Edward H. Rosenthal about the practice of conducting market research on the advertising and labelling of competitor products. View Article
June 13, 2014
In-house counsel face many of the same ethical quandaries private law firm lawyers face. Read more.
June 12, 2014
InfoMoney Bloomberg in Brazil, VNExpress and DocBao in Vietnam, and The Oregonian in the United States all quoted Jeffrey A. Greenbaum on "ambush" marketing.
June 12, 2014
Canadian marketing magazine, MarketingMag, cited Christopher Chase's Digiday article "Marketers: Ambush the World Cup at your own peril." View Article
June 12, 2014
Bloomberg BNA cited "Breaking Bad in the Digital Age: Ethical Concerns in Lawyers' Use of Emerging Technology", a panel on which Nicole Hyland explored ethical concerns arising from lawyers' use of social media. Read more.
June 12, 2014
Variety recognized Andrew Hurwitz's client Segahl Avin as one of "10 TV Scribes to Watch". View Article
June 12, 2014
The Long Island Business Journal quoted Nicole Hyland on the importance of lawyers using caution when communicating on social media. View Article
June 10, 2014
Businessoffashion.com quoted Frankfurt Kurnit managing partner Jeffrey A. Greenbaum on "ambush" marketing at the World Cup. View Article
June 10, 2014
Digiday published Christopher Chase's article about "ambush" marketing and the upcoming World Cup. View Article
June 10, 2014
Quirk's Marketing Research Media Blog quoted Jeffrey Greenbaum on the importance of understanding "ambush" marketing for global marketers. View Article
June 4, 2014
For the tenth consecutive year Chambers USA America's Leading Lawyers for Business recognized Frankfurt Kurnit. Read more.
June 3, 2014
The Lexis Practice Advisor, "a comprehensive resource that provides unique insights on topics, transactions, and perspectives that are most critical to IP practitioners," published Jeremy Goldman's practice guide on "Filing with the Copyright Office". View Article
Materials reproduced with the permission of LexisNexis. www.lexisnexis.com/practice-advisor.
June 3, 2014
The Lexis Practice Advisor, "a comprehensive resource that provides unique insights on topics, transactions, and perspectives that are most critical to IP practitioners," published Jeremy S. Goldman's practice guide on the "Exclusive Rights and Limitations" of a copyright owner. View Article
Materials reproduced with the permission of LexisNexis. www.lexisnexis.com/practice-advisor.
June 3, 2014
The Lexis Practice Advisor, "a comprehensive resource that provides unique insights on topics, transactions, and perspectives that are most critical to IP practitioners," published Jeremy S. Goldman's practice guide on "Determining Copyright Ownership". View Article
Materials reproduced with the permission of LexisNexis. www.lexisnexis.com/practice-advisor.
June 3, 2014
The Lexis Practice Advisor, "a comprehensive resource that provides unique insights on topics, transactions, and perspectives that are most critical to IP practitioners," published Jeremy S. Goldman's practice guide on the "Notice and Duration" of a copyrighted work. View Article
Materials reproduced with the permission of LexisNexis. www.lexisnexis.com/practice-advisor.
June 3, 2014
The Wall Street Journal quoted Ronald Minkoff about a court case, In re Thelen LLP, 2014 NY Slip Op. 04879 (N.Y. Ct. of App., July 1, 2014, this week that will test whether creditors to defunct firms can stake claims to the lawyers' fees.
June 2, 2014
Rick Kurnit and Hannah Taylor recently contributed key chapters to Getting the Deal Through - Advertising and Marketing 2014, an international analysis of laws and policies governing advertising and marketing. Read more.
June 2, 2014
Brian Murphy served as a panelist at SHOOT's "Directors/Producers Forum". (Article behind a paywall) View Article.
May 30, 2014
The American Bar Association published Nicole Hyland's article on ethical considerations for in-house counsel. Read more.
May 30, 2014
KeirRadnege.com quoted Jeffrey Greenbaum about the rules of the road when it comes to ambush marketing. View Article
May 28, 2014
The International Business Times quoted S. Gregory Boyd on an alleged data security breach at eBay Inc. View Article
May 27, 2014
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