Wednesday, August 6 • 12:00 – 1:00 p.m. ET

Join Jim Calvert, Brooke Conkle, Steven Heitz, and Jennifer Doran as they share their extensive knowledge on ESI Protocols.

This session will educate attendees on the benefits and risks of drafting protocols for the exchange and handling of Electronically Stored Information (ESI) in litigation. The presentation will include strategic tips on drafting, revising, and negotiating protocols, highlighting essential elements, and common pitfalls to help minimize eDiscovery disputes. Our team of lawyers and technologists will also provide practical guidance and advice on both legal and technical issues associated with the format of production, search protocols, privilege logs, and more.

Thursday, July 24 • 12:30 – 4:30 p.m. CT

This half-day CLE event will highlight emerging state regulations poised to affect companies in the consumer financial services industry. Key topics include the implications of state AI laws on business operations, UDAP concerns with a focus on small business lending and quasi-credit, and privacy initiatives spearheaded by the state Attorney General consortium. Additionally, the event will address fair lending activities and the increasing involvement of states in this area, while also exploring regulatory issues related to point-of-sale finance.

Monday, July 21 • 12:00 – 1:30 p.m. ET

Our panel will delve into key areas of potential legal and regulatory risks associated with solar financing products, examining factors that may lead to increased regulatory scrutiny and litigation. We will discuss effective strategies to mitigate these risks, ensuring compliance and minimizing exposure. Additionally, the panel will provide a comprehensive overview of government incentives available in the solar sector, including insights into the recent budget bill passed by Congress and the implications for the transferability of these incentives. Lastly, we will address how companies in the solar industry can navigate privacy-related requirements, sharing best practices to safeguard consumer information and maintain regulatory compliance.

Thursday, September 18 • 1:00 – 6:00 p.m. ET

Troutman Pepper Locke is proud to host the Mid-Atlantic Diamond Ventures (MADV) Fall Forum on Thursday, September 18, 2025.

Join us as emerging information technology, SaaS, life science, physical science, and other innovation-based emerging firms present their investment opportunities to qualified investors. All firms have been thoroughly vetted and intensively coached to ensure their presentations contain all information angels and early-stage VCs require. Presenting firms are characterized by proven technologies, large potential markets, defensible IP, potential for rapid growth, strategic and sound revenue models and more. MADV is a program of the Innovation and Entrepreneurship Institute at Temple University.

What to Expect:

• Compelling Pitches: The MADV board works closely with presenting companies to ensure that presentations are compelling and that they contain the information so important to investors: Value Proposition, Competitive Position, Market Opportunity, Financials, and Terms.
• Tailored Networking Opportunities: MADV goes beyond traditional networking sessions by offering tailored networking opportunities designed to facilitate meaningful connections among attendees.
• Strategic Partner Collaborations: MADV collaborates with strategic partners, such as academic institutions, corporate sponsors, and economic development organizations, to enrich the live event experience and provide additional value to attendees.
• The Benefit of Attending: Connect with presenting companies, investors, and angel groups to advance your networking and expand your opportunities.
• Access to Promising Investment Opportunities: Attending the presentations allows you to gain firsthand exposure to innovative startups and emerging companies seeking investment.
• Networking and Relationship Building: The forum provides a conducive environment for networking with fellow investors, entrepreneurs, industry experts, and key stakeholders.
• Insightful Market Intelligence: Witnessing the presentations of various companies enables you to stay updated on market trends, industry developments, and disruptive technologies.

Wednesday, June 25 • 10:00 – 11:30 a.m. CT

Get your update on the state of the new CFPB under the Trump administration and learn about consumer finance topics impacting your business.

Get your update on the state of the new CFPB under the Trump administration and learn about consumer finance topics impacting your business.

Thursday, June 26 • 1:30 – 2:30 p.m. ET

Our team will perform a deeper technical dive into Microsoft’s rearchitected Purview eDiscovery tool, sharing valuable insights and best practices. Our session will showcase new features of Microsoft Purview eDiscovery as compared to the Classic eDiscovery experiences (Premium and Standard eDiscovery). We will demonstrate updates to Legal Hold, Search, and Export functions, providing attendees with practical knowledge regarding the new functionality. This advanced session is specifically designed to be beneficial to technologists and legal professionals with primary day-to-day responsibility for Microsoft Purview eDiscovery within their organizations.

eMerge recently hosted a webinar exploring the latest changes to Microsoft 365 Purview’s eDiscovery solution. Our panel of attorneys and technologists examined the nature of these updates and discussed the preparatory steps organizations using Microsoft 365 should consider implementing now. View the webinar recording.

Tuesday, June 24 • 2:00 – 3:00 p.m. ET

At this CLE, attorneys will be joined by small business owners for a presentation on best practices for developing a business plan for a small business. After the CLE, attorneys will meet with small business owners for a 1 hour consultation on common legal issues.

Wednesday, June 18 • 1:00 – 2:00 p.m. ET

The Troutman Annual Security Awareness Training will cover ethical requirements, firm policies, and best practices for cybersecurity and privacy for lawyers and business professionals in the legal field to protect our clients and our firm.

The presentation will directly address ethical rules and requirements for the appropriate and competent handling of client confidential information, including selected provisions of the ABA Model Rules of Professional Conduct, given the unique challenges presented by the cyber-threat landscape. The presentation will cover the increased level of vigilance required by a virtual practice, compliance with firm policies, and ethical considerations when using generative AI tools.

The presentation will provide recommendations on social engineering prevention, safe web browsing, and identity management in the face of common cybersecurity threats. It will also include information about client expectations, privacy laws and regulations, and procedures for detecting and reporting suspicious activity.

Please email CLEmanagement@troutman.com for more information.

Monday, June 9 • 3:30 – 5:00 p.m. ET

Please join Eric Chapman and Scott Mills in Document Review: Privilege Protection Deep Dive. This 90-minute program will provide an in-depth exploration of the basics of privilege determinations and the impact of privilege on document review and production, with a focus on the federal rules and requirements relating to the same. Participants will discuss privilege reviews and privilege log strategies, including redacted documents, available protocols, and categorical log options.

Please email CLEmanagement@troutman.com for more information.