Women Leaders in Financial Services Law and Compliance

American Conference Institute’s 3rd Annual Conference on:

ACI

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May 22-23, 2017 Andaz Wall Street New York, NY

Women Leaders in Financial Services Law and Compliance

Sabeena Ahmed Chief Legal Officer & Chief Compliance Officer at BOC International (USA) Holding Inc.

Successful Cybersecurity Strategies for Vendor Management

Shares her tips for

MAKING IT TO THE

TOP

Tips to Make Yourself a Better Champion of Other Women EARN CLE/ETHICS CREDITS

Trump Administration: Stay Ahead of the Changes

CO-CHAIRS: Linsey Krolik

Senior Director, Product Counsel

PayPal, Inc.

Zara Reader

Senior Director Legal and Compliance

Bill.com

Sponsored by:

Cocktail Sponsor:

Wanda M. Richards Senior Counsel

The PNC Financial Services Group Inc. a C5 Group Company

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Conference Chairs’ Welcome Letter Dear Colleague, As the co-chairs of the 2017 Women Leaders in Financial Services Law and Compliance conference, we are excited to welcome a group of inspiring women to come together to enjoy two days of meaningful substance, networking and consideration of what might be to come in our careers in the finance world. It is not often that an opportunity comes along to attend a conference geared specifically towards the needs and interests of women in legal and compliance in finance. We highly recommend this conference to women in finance due to its innovative blend of content from experts in the field covering not only substantive financial legal and regulatory content, but also in the areas of leadership and development – those “soft” skills that we often think of as secondary, but can truly propel us in the right direction. We will have a wonderful opportunity to network with a diverse range of highly talented women in legal and finance from across the country – attending leaders will have various backgrounds, skill sets and seniority levels, which will help us relate to each other in a variety of ways. This is a chance to step back, away from the demands of your day job and consider your career plan amongst a group of talented, inspiring and supportive women. We look forward to seeing you there and the sharing and learning that will happen for us all. Very truly yours, Zara Reader, Linsey Krolik and Wanda Richards Co-Chairs

Network with financial services industry leaders from: ADP BOC International (USA) Holding Inc. Better Mortgage Consumer Financial Protection Bureau eBay Federal Reserve Bank of New York FDIC Office of Inspector General FINRA FS Card Inc. HSBC North America Holdings, Inc. InComm Financial Services, Inc. Manulife Asset Management Massachusetts Mutual Life Insurance Company Mastercard PayPal RBC Capital Markets Self-Help The PNC Financial Services Group, Inc. and many more… 2

Join the Conversation

@ACI_Finance #ACIWomeninFinance

ACI: Financial Services

Highlights of the 2017 Conference: CONCRETE TOOLS FOR SUCCESS

POINTERS FROM THE PROS

WANT TO HELP YOUR COLLEAGUES? LEARN TECHNIQUES FOR BECOMING A CHAMPION FOR OTHER WOMEN (PG. 5)

BRAND NEW MENTORSHIP WORKSHOP – LEARN HOW TO ADVANCE FROM POWERHOUSE PROS AND GET TAILORED ADVICE (PG. 6)

LEARN HOW TO LET YOUR ACCOMPLISHMENTS SHINE AND OVERCOME OBSTACLES AT WORK (PG. 6)

SABEENA AHMED, CLO AT THE BANK OF CHINA, EXPLAINS HOW SHE MADE IT TO THE TOP (PG. 6)

PRACTICAL STRATEGIES FOR MAINTAINING CYBERSECURITY AT YOUR OWN COMPANY AND WITH YOUR VENDORS (PG. 5)

WHY YOU SHOULD CONSIDER JOINING OR STARTING A FEMALE PRACTICE GROUP AT YOUR ORGANIZATION (PG. 5)

HOW TO RESPOND TO ENFORCEMENT ACTIONS – BEST PRACTICES FROM WOMEN WHO SUCCEEDED (PG. 6)

Who are we? The most conducive setting for networking and career development between female legal, business, and compliance professionals. This conference brings together in house and private practice professionals well versed in mortgage, loans, banking, hedge funds, private equity, securities, consumer finance, bankruptcy, and more.

Our mission: ACI’s Women Leaders in Law series aims to promote diversity and increase the prominence of women in the legal community through substantive legal discussion, professional development, and woman-to-woman networking. Our conferences provide industry specific forums for female powerbrokers to unite and discuss the substantive legal developments, challenges and opportunities facing women in their respective industries as well as provide them with the business contacts and communication and leadership skills necessary for continued success and career advancement.

Timeline to the Top: Help us shape the future. Mary Ann Hynes Ada Kepley

1870 is the first woman to graduate from law school in the U.S.1

1979 becomes the first female GC of a Fortune 500 company.2

Women held 21% 44 women served of the GC and CLO as General Counsel positions

1999 to Fortune 500 Companies (8.8%).3

Number of women holding top legal

2012 in Fortune 500 Companies.4

2013 roles at Fortune 500 Companies declines as female law graduates and practicing attorney numbers are on the rise.5

Women hold 5.4% of CEO positions

2017 in the S&P 500 and only 4.6% of CEO positions in the Fortune 500.6 7

https://en.wikipedia.org/wiki/List_of_American_women’s_firsts http://www.gapinc.com/content/dam/gapincsite/documents/MCCA_JulyAug_Book_Excerpt.pdf http://www.americanbar.org/content/dam/aba/administrative/litigation/materials/2014_women/written_materials/p2_1_women_general_counsel_to_know.authcheckdam.pdf 4 http://www.americanbar.org/content/dam/aba/administrative/litigation/materials/2014_women/written_materials/p2_1_women_general_counsel_to_know.authcheckdam.pdf 5 http://www.americanbar.org/content/dam/aba/administrative/litigation/materials/2014_women/written_materials/p2_1_women_general_counsel_to_know.authcheckdam.pdf 6 http://www.catalyst.org/knowledge/women-ceos-sp-500 7 https://en.wikipedia.org/wiki/List_of_women_CEOs_of_Fortune_500_companies 1

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Meet Our Distinguished Faculty Nancy R. Amstadt Senior Counsel and Associate Director RBC Capital Markets (Cleveland, OH) Pia Flanagan Vice President Corporate Secretary and Assistant General Counsel Massachusetts Mutual Life Insurance Company (Springfield, MA) Wanda M. Richards Senior Counsel The PNC Financial Services Group Inc. (Philadelphia, PA) Dawn Steele Vice President Global Anti-Money Laundering and Trade Sanctions Officer ADP (San Dimas, CA) Wanji J. Walcott VP, Legal Product PayPal, Inc. (San Jose, CA)

Speakers Marina Adams Compliance and Privacy Officer Federal Reserve Bank of New York (New York, NY) Sabeena Ahmed Chief Legal Officer & Chief Compliance Officer BOC International (USA) Holding Inc. (New York, NY)

Fannie Mae (Washington, DC)

Elizabeth Corbett Counsel Alston & Bird, LLP (formerly CFPB) (Washington, DC) Jen Dawson, CFP®

Managing Director, Chicago

Hemington Wealth Management (Chicago, IL) Inez Friedman-Boyce Partner Goodwin LLP (Boston, MA) Alaina Gimbert

Senior Vice President & Associate General Counsel

The Clearing House Payments Co. L.L.C. (Winston-Salem, NC)

Susan Light Senior Vice President & Chief Counsel Enforcement Department FINRA (New York, NY) Allison May Counsel Davis Wright Tremaine LLP (Washington, DC) Robin Nunn Vice President, Senior Associate General Counsel Capital One (New York, NY)

Wanda M. Richards Senior Counsel The PNC Financial Services Group Inc (Philadelphia, PA) Leah Robinson Partner Eversheds Sutherland (US) LLP (San Francisco, CA) Adriana Rojas Associate Counsel FDIC Office of Inspector General (Arlington, VA)

Business Information in a Global Context

The C5 Group, comprising American Conference Institute, The Canadian Institute and C5 in Europe, is a leading global events and business intelligence company. For over 30 years, C5 Group has provided the opportunities that bring together business leaders, professionals and international experts from around the world to learn, meet, network and make the contacts that create the opportunities. Our conferences and related products connect the power of people with the power of information, a powerful combination for business growth and success.

“

Petal P. Walker Chief Counsel U.S. Commodity Futures Trading Commission (Washington, DC)

All the speakers and participants were superb. Debra Fitzgerald O’Connell, General Counsel First Guaranty Mortgage Corporation

This was a very important and much needed conference. I thought the conference was very informative, and there was great open and honest dialogue as well as wonderful networking. Dawn Steele Vice President Global Anti-Money Laundering/Trade Sanctions Officer, ADP, LLC

Zara Reader Senior Director Legal and Compliance Bill.com (Palo Alto, CA)

American Conference Institute


Paula Tuffin Chief Compliance Officer/General Counsel Better Mortgage (New York, NY)

Linsey Krolik Senior Director, Product Counsel PayPal, Inc. (San Jose, CA)

ACI

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Deb Tobin, MBA Director, Distribution Compliance Manulife Asset Management (Boston, MA)

Nicole Ibbotson General Counsel InComm Financial Services, Inc. (Atlanta, Georgia)

Catherine Petrusz Assistant General Counsel Self-Help (Durham, NC)

Vice President and Deputy General Counsel

Michele Scruton General Counsel, Citishare Corporation Associate General Counsel, Citi Cards (New York, NY)

Janice Havins Executive Director & Assistant General Counsel JPMorgan Chase Bank, N.A. (Houston, TX)

Brenda Perrotti Vice President, Global Sanctions Mastercard (Purchase, NY)

Margaret P. Chase

Alanna Rutherford Partner Boies, Schiller & Flexner LLP (New York, NY)

Jodi Golinsky General Counsel FS Card Inc. Partner Fenway Summer LLC (Washington, D.C.)

The conference was fantastic! It was wonderful talking and networking with women who were open to sharing their successes and their struggles. It was also great to meet women who, whether they know it or not, will impact how I manage the rest of my career. Wanda M. Richards Senior Counsel The PNC Financial Services Group, Inc.

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Advisory Board:

CONTINUING LEGAL EDUCATION CREDITS Accreditation will be sought in those jurisdictions requested by the registrants which have continuing education requirements. This course is identified as nontransitional for the purposes of CLE accreditation. ACI certifies that the activity has been approved for 5.0 CLE credit (1.5 Ethics) by the New York State Continuing Legal Education Board. ACI certifies that this activity has been approved for 4.25 CLE credit (1.25 Ethics) by the State Bar of California. ACI has a dedicated team which processes requests for state approval. Please note that event accreditation varies by state and ACI will make every effort to process your request. Questions about CLE credits for your state? Visit our online CLE Help Center at www.americanconference.com/CLE EARN CLE/ETHICS CREDITS



Day 1, Monday, May 22, 2017 7:30

Registration and Networking Breakfast Sponsored by

8:30 Co-Chairs’ Introductory Remarks and Welcoming Exercise Linsey Krolik


PayPal, Inc. (San Jose, CA) Zara Reader

Senior Director, Legal and Compliance

Bill.com (Palo Alto, CA) Wanda M. Richards

Senior Counsel, Legal Department

12:15 Networking Luncheon Led by Advisory Board and In-House Counsel Build your network and tap into the knowledge base in the room as you learn informally from your peers throughout different practice areas within the financial services community. Potential topics will be distributed in advance, and all attendees will be seated at random tables led by Advisory Board members during lunch to maximize the opportunity to forge new connections.

1:45

Cybersecurity in Today’s Financial Market: Legal and Compliance Concerns

Alaina Gimbert

Senior Vice President & Associate General Counsel

The Clearing House Payments Co. L.L.C. (Winston-Salem, NC)

PNC Bank, National Association (Philadelphia, PA)

Paula Tuffin

In this session, attendees will break into small groups at their tables as our conference leaders take you through an icebreaking exercise.

Better Mortgage (New York, NY)

9:00

Women Leaders in Financial Services Empowerment Awards Ceremony

9:30

Peer-to-Peer Networking Break

10:00 Evaluating Impacts of the New Administration on the Financial Industry Brenda Perrotti

Vice President, Global Sanctions

Mastercard (Purchase, NY) Inez Friedman-Boyce Partner

Goodwin LLP (Boston, MA)

Chief Compliance Officer/General Counsel

Janice Havins

Executive Director & Assistant General Counsel

JPMorgan Chase Bank, N.A. (Houston, TX) • Analysis of new State and Federal information security regulations • Methods for maintaining security when handling sensitive client information • Vendor management best practices −−

Developing information security plans to keep information protected when you have little oversight

2:45

Extended Networking Break

3:45

Empowering Other Women in the Workplace: Using Your Experience to Pull Up Your Colleagues

In 2017, financial organizations and their counsel will need to deal with myriad changes to the financial regulatory agencies and the DOJ’s latest enforcement priorities under the country’s new administration. Hear from leading women in the know about how to prepare for the upcoming changes and learn the information you need to become the source at your company or firm. Between trying to keep up with and adapt to the changing regulations in this space and handling the changing trends in enforcement litigation, financial institutions and their counsel will gain the skills they need to adapt quickly.

Marina Adams

11:00 Women’s Leadership Initiative: Creating and Maintaining Successful Female Practices and Groups

Manulife Asset Management (Boston, MA)

Jodi Golinsky

Eversheds Sutherland (US) LLP (New York, NY)

General Counsel

FS Card Inc. Partner

Fenway Summer LLC (Washington, D.C.)

Compliance and Privacy Officer

Federal Reserve Bank of New York (New York, NY) Linsey Krolik


PayPal, Inc. (San Jose, CA) Deb Tobin, MBA

Director, Distribution Compliance

Leah Robinson Partner

Alanna Rutherford Partner

Boies, Schiller & Flexner LLP (New York, NY)

• Taking a hard look at the statistics regarding the representation of women in the legal and compliance sectors of the financial services industry

In this session, our panel of industry leaders will discuss the challenges of sponsoring other women, including what you need to consider and when to say no. Learn mentoring techniques that dissuade women from engaging in behavior that feeds stereotypes. Attain strategies for creating a pipeline of women coming up through the ranks and ensuring they have the skill set to take on increasingly important roles within the company. In addition, our panelists will take you through an exercise in concisely and effectively introducing a peer and highlighting her achievements, talents, and abilities to other peers, employers, and clients. Attendees will have an opportunity to get to know their tablemates by interviewing one another and then showing the rest of the group what a great asset their partner is to the community.

• Understanding the business imperatives behind diversity and inclusion: building corporate and law firm buy-in

5:15

Nicole Ibbotson General Counsel

InComm Financial Services, Inc. (Atlanta, GA) Catherine Petrusz

Assistant General Counsel

Self-Help (Durham, NC)

Day One Adjourns to Cocktail Party Hosted by

• Designing and carrying out practices to ensure that traditionally underrepresented groups have a path to success at financial services companies and the law firms representing them • Discussing which diversity initiatives are working and which aren’t

Register Now | 888 224 2480 | AmericanConference.com/WomeninFinance

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Day 2: Tuesday, May 23, 2017

Post Conference Workshop

8:45

Co-Chairs’ Opening Remarks and Recap of Day One

1:30 pm-4:30 pm

9:00

Keynote Address

“What I Wish I Had Known”: Interactive and Personalized Small Group Mentorship Workshop

Sabeena Ahmed

Chief Legal Officer & Chief Compliance Officer

BOC International (USA) Holding Inc. (New York, NY)

Linsey Krolik

9:30

Women Leaders in Government and Financial Regulation: Making Progress in the Public Sector

Senior Director, Legal Counsel Merchant Product (Customer Experience & Technology)

PayPal, Inc. (San Jose, CA)

Adriana Rojas

Catherine Petrusz

Counsel

Associate Counsel

Assistant General Counsel

Alston & Bird, LLP (formerly CFPB) (Washington, DC)

FDIC Office of Inspector General (Arlington, VA)

Self-Help (Durham, NC) Zara Reader

Susan Light

Petal P. Walker Chief Counsel

Bill.com (Palo Alto, CA)

FINRA (New York, NY)

U.S. Commodity Futures Trading Commission (Washington, DC)

Senior Counsel, Legal Department

Eli Corbett

Senior Vice President & Chief Counsel Enforcement Department

Capitalize on this unique opportunity to hear from a panel of the leading female regulators overseeing financial investigations and enforcement. They will share insights on future enforcement initiatives. This session will help you create comprehensive compliance programs that meet the needs of all parties in the regulatory scheme.

10:15 Networking Break 10:30 Navigating the Financial Services Workplace Ecosystem: How to Overcome Opposition and Make it to the Top Margaret P. Chase

Allison May

Fannie Mae (Washington, DC)

Davis Wright Tremaine LLP (Washington, DC)

Vice President and Deputy General Counsel

Jen Dawson, CFP®

Managing Director, Chicago

Hemington Wealth Management (Chicago, IL)

Counsel

Michele Scruton General Counsel Citishare Corporation Associate General Counsel Citi Cards (New York, NY)

Senior Director, Legal and Compliance

Wanda M. Richards

PNC Bank, National Association (Philadelphia, PA)

Designed to provide mentoring to the next generation, those looking to advance their career, and those re-entering the financial services legal community, this intimate mentoring workshop will pair small groups of mentees with a successful mentor to provide guidance for legal and compliance professionals at all stages in their career. This workshop will provide personalized advice on advancing within the ranks of financial world and navigating the challenges women face along the way. Our panel of leaders will discuss their career path and road to the top, expert advice from their mentors that got them there, skills necessary to thrive at the executive level, and the challenges of balancing management of a successful team with those of a robust and full personal life. This is a great opportunity to learn and network with the women who are already living your future.

• Exploring some of the challenges faced by women seeking pay equity and leadership roles at financial services companies and the law firms representing them • Handling “blockers” who are trying to make sure that others don’t see your skill set • Advocating for yourself and getting credit where credit is due: making sure your contributions and achievements are known and knowing when to push back when you aren’t getting suitable credit

11:30 Responding to Investigations and Enforcement Actions: Effective Strategies Developed by Industry Leaders

Robin Nunn

Vice President, Senior Associate General Counsel

Capital One (New York, NY) Obtain the skills you need to quickly and effectively extinguish enforcement actions against your company or client. Our expert panelists will give you the tools you need to handle regulatory examinations and respond to 15 day letters, PARR letters, and more. By sharing their successes and failures, you will gain insight that will put you a step ahead of your colleagues on these actions and make you the go-to person for these projects.

12:30

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Conference Adjourns to Networking Lunch for Workshop Attendees Only




Exclusve Room Rates!

Global Sponsorship Opportunities

Andaz Wall Street An Upscale Luxury Experience

With more than 300 conferences in the United States, Europe, Asia Pacific, and Latin America, American Conference Institute (ACI) provides a diverse portfolio devoted to providing business intelligence to senior decision makers who need to respond to challenges spanning various industries in the US and around the world.

Escape the hustle and bustle of Lower Manhattan at the stylish Andaz Wall Street. Our sleek, loftstyle rooms, upscale dining, and dedicated service promise a welcoming and rewarding stay in New York City. The neighborhood: Lower Manhattan must-sees, including the New York Stock Exchange,

As a member of our sponsorship faculty, your organization will be deemed as a partner. We will work closely with your organization to create the perfect business development solution catered exclusively to the needs of your practice group, business line or corporation.

South Street Seaport and One World Trade Center. American Conference Institute is pleased to offer our delegates a limited number of hotel rooms at a preferential rate. Please contact the hotel directly at 1-888-421-1442 and and mention the “ACI’s Women in Finance” conference to receive this rate.

For more information about this program or our global portfolio of events, please contact:

Wendy Tyler Director of Sales, American Conference Institute

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Payment Policy Payment must be received in full by the program date to ensure admittance. All discounts will be applied to the Program Only fee (excluding add-ons), cannot be combined with any other offer, and must be paid in full at time of order. Group discounts available to 3 or more individuals employed by the same organization, who register at the same time.

Delegate Substitutions and Cancellations You must notify us by email at least 48 hrs in advance of the conference if you wish to send a substitute participant. If you are unable to find a substitute, please notify us in writing no later than 10 days prior to the conference date. All cancellations received will be subject to a cancellation fee of $350. Delegates opting to receive a credit voucher will receive a credit for the full amount paid, redeemable against any other American Conference Institute conference in the next 12 months. No credits or refunds will be given for cancellations received within 10 days of the conference start date. Delegates may not “share” a pass between multiple attendees without prior authorization. No liability is assumed by American Conference Institute for changes in program date, content, speakers or venue. American Conference Institute reserves the right to cancel any conference it deems necessary7and a C5 Group Company will, in such event, make a full refund of any registration fee, but will not a Global be responsibleBusiness for airfare, Information hotel or other in costs incurredContext by registrants.


Women Leaders in Financial Services Law and Compliance American Conference Institute 45 West 25th Street, 11th Floor New York, NY 10010


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Women Leaders in Financial Services Law and Compliance Inside You’ll Find:

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Sabeena Ahmed CLO at BOC International (USA) Holding Inc. Explains How She Made It to the Top (Pg. 6)

- What You Need to Know to Develop a Thriving Women’s Group at Your Organization (Pg. 5) - How to Respond to Enforcement Actions – Best Practices from Women Who Succeeded (Pg. 6) - Learn How to Let Your Accomplishments Shine and Overcome Obstacles at Work (Pg. 6) - BRAND NEW Mentorship Workshop – Learn How to Advance from Powerhouse Pros and Get Personalized Advice (Pg. 6)
