Emerging Technologies Symposium

Friday, February 23, 2024 | 9:00 am – 6:00 pm (Includes Networking Luncheon & Reception)

Format: In-Person

Luncheon Keynote Speaker: Program Co-Chair: Program Co-Chair:

Kristin Johnson
CFTC Commissioner

Adele Hogan
Otterbourg PC

Jerome Walker
Jerome Walker PLLC

  • Emerging technologies and digital products and services have reshaped the global landscape and have the potential to continue to expand innovations in commerce, science, healthcare, national security, and a variety of other areas. As has always been the case, the law lags behind advances in technology and the gap between the current state of the law and continued advances in technology has created uncertainty and confusion across markets.  From the creation of new types of crypto assets to the velocity of enhancements in artificial intelligence to the creative uses of distributed ledger technology and blockchain and the ethical issues that arise, stakeholders and market participants aspire to have the information necessary to help them navigate an ever-changing landscape. This symposium is intended to provide answers and clarity for stakeholders and market participants.

    In this Symposium on Emerging Technologies, panelists will cover:

    • Emerging Technologies Litigation and Enforcement

    • Hot Topics in Emerging Technologies

    • Client Counseling in Emerging Technologies

    • Ethics in Emerging Technologies

    • AML/CFT Issues in Emerging Technologies

    Program Fee:
    Live Program: $599 Member | $699 Nonmember
    In-House/Government/Nonprofit/Academics: $299 Member | $399 Nonmember

  • Fireside Chat:
    Tara La Morte
    Chief, Illicit Finance & Money Laundering Unit
    Asset Forfeiture Coordinator
    U.S. Attorney’s Office, SDNY

    Noah Solowiejczyk
    Deputy Chief, Illicit Finance & Money Laundering Unit
    U.S. Attorney’s Office, SDNY

    Emerging Technologies Litigation and Enforcement:
    Jenna Dabbs
    Kaplan Hecker & Fink LLP

    Bradley Dizik
    Vice President, Emerging Issues & Technology
    Guidepost Solutions

    Jason P. Gottlieb
    Morrison Cohen LLP

    Gene Ingoglia
    Allen & Overy

    Parvin Daphne Moyne
    Akin Gump

    Torrey Young
    Mukasey Young LLP

    Hot Topics in Emerging Technologies:
    Adele Hogan
    Otterbourg PC

    Debra Cohn
    Lecturer in Law
    Columbia University Law School

    Beth Haddock
    Director GMO Trust and Chief Legal Officer

    Robert Mahari
    Ph.D. Student, MIT Media Lab – Human Dynamics Group

    Alexander Southwell
    Gibson Dunn

    Client Counseling in Emerging Technologies:
    Tiffany J. Smith

    Conway Ekpo
    Director, Associate General Counsel

    Ben Melnicki
    Regulatory and Product Counsel
    Cross River

    Michael Selig
    Willkie Farr & Gallagher LLP

    Ethics in Emerging Technologies:
    Adele Hogan
    Otterbourg PC

    Javier Alvarez
    Senior Managing Director

    Meredith Fitzpatrick
    Director for Cryptocurrency Investigations and Compliance
    Forensic Risk Alliance
    Former Special Agent, FBI

    Brian S. Korn
    Manatt, Phelps & Phillips, LLP

    Tony Philips
    Pillsbury Winthrop Shaw Pittman

    AML/CFT and Other Financial Crime Issues in Emerging Technologies:
    Jerome Walker
    Jerome Walker PLLC

    Kyle Armstrong
    Director of Law Enforcement Relations
    TRM Labs

    Angelena Bradfield
    Head of Policy and Government Relations
    Financial Technology Association

    Elizabeth “Lili” Kudirka
    Special Agent, New York
    Federal Bureau of Investigation

    Mike Tzitzikalakis
    Special Agent, New York
    U.S. Department of Homeland Security

  • 9:00 am – 9:15 am
    Introduction & Program Overview
    Adele Hogan (Otterbourg PC), Jerome Walker (Jerome Walker PLLC)

    9:15 am – 10:00 am
    Fireside Chat
    Tara La Morte (U.S. Attorney’s Office, SDNY) & Noah Solowiejczyk (U.S. Attorney’s Office, SDNY)

    10:10 am – 11:10 am
    Emerging Technologies Litigation & Enforcement
    Jenna Dabbs (Kaplan Hecker & Fink LLP), Bradley Dizik (Guidepost Solutions), Jason Gottlieb (Morrison Cohen LLP)

    • Overview of current SEC and CFTC litigation and enforcement against emerging technologies market participants and implications for the market
    • Discuss trends in focus of regulators, including recent state legislation
    • Overview of private actions against emerging technologies companies
    • Overview of pending legislation

    11:10 am – 11:25 am
    Networking Break

    11:25 am – 12:25 pm
    Hot Topics in Emerging Technologies
    Adele Hogan (Otterbourg PC), Debra Cohn (Columbia University Law School), Beth Haddock (AdvisorEngine), Robert Mahari (Massachusetts Institute of Technology), Alexander Southwell (Gibson Dunn)

    • Overview of products and services in digital technologies and digital assets
    • Key legal risks of technology (e.g., data, ethics, discrimination)
    • Proposed legislation and regulation

    12:30 pm – 1:30 pm
    Networking Lunch with Keynote Speaker
    CFTC Commissioner Kristin Johnson

    1:30 pm – 2:30 pm
    Client Counseling in Emerging Technologies
    Tiffany J. Smith (WilmerHale), Conway Ekpo (Brex), Ben Melnicki (Cross River), Michael Selig (Wilkie Farr & Gallagher LLP)

    • Regulatory uncertainty for emerging technologies companies
    • Impact of regulatory uncertainty on emerging technologies companies
    • Best practices for counseling emerging technologies companies

    2:30 pm – 3:30 pm
    Ethics in Emerging Technologies
    Adele Hogan (Otterbourg PC), Javier Alvarez (Stout), Meredith Fitzpatrick (Forensic Risk Alliance), Brian S. Korn (Menatt, Phelps & Phillips, LLP), Tony Philips (Pillsbury Winthrop Shaw Pittman)

    • Competency in digital assets and regulatory compliance, including money transmitter licenses (“MT”) for money service businesses (“MSB”), Financial Crimes Enforcement Network (“FinCEN”), Office of Foreign Assets Control (“OFAC”), SEC and Commodities Futures Trading Commission (“CFTC”) matters (NY State Ethics Rule 1.1)
    • Conflicts of interest with competing clients in a highly innovative crypto industry (NY State Ethics Rule 1.7)
    • Confidentiality for digital currency client matters (NY State Ethics Rule 1.6)
    • Ethics of accepting crypto for payment of legal fees (ABA Model Rule 1.8(a) –transactions between lawyers and clients)

    3:30 pm – 3:45 pm
    Networking Break

    3:45 pm – 4:45 pm
    AML/CFT and Other Financial Crime Issues in Emerging Technologies
    Jerome Walker (Jerome Walker PLLC), Kyle Armstrong (TRM Labs), Angelena Bradfield (Financial Technology Association), Lili Kudirka (Federal Bureau of Investigation), Mike Tzitzikalakis (U.S. Department of Homeland Security)

    • Important Emerging Technologies Tools for Digital Assets Companies AML/CFT and Other Financial Crime Compliance
    • Recent regulatory guidance
    • Best practices

    4:45 pm – 6:00 pm
    Networking Reception

  • New York: 5.0 Professional Practice, 1.0 Ethics
    New Jersey: 5.0 General, 1.0 Professional Responsibility
    California: 5.0 General, 1.0 Professional Responsibility
    Pennsylvania: 4.0 General, 1.0 Professional Responsibility
    Connecticut: Available to Licensed Attorneys

  • Silver Sponsor:

    Sponsoring Association Committees:
    Banking Law, Adele Hogan, Chair
    Compliance, Rory Cohen & Devi Shanmugham, Co-Chairs
    Digital Technologies Task Force, Lorraine S. McGowen, Edward So & Jerome Walker, Co-Chairs
    Technology, Cyber & Privacy Law, Wesley Paisley & Adam Wandt, Co-Chairs
    White Collar Crime, Jenna Dabbs, Chair

    Sponsorship Opportunities are Available! Please Contact:
    Yelena Balashchenko, Manager, Business Development & Sponsorships | (212) 382-6608 | ybalashchenko@nycbar.org