In Seyfarth’s seventh installment of the 2022 Trade Secrets Webinar Series, Seyfarth partners Jeremy Cohen and Kevin Mahoney focused on trade secret and client relationship considerations in the banking and financial services industry.

As a conclusion to this webinar, we compiled a summary of takeaways:

  • When it comes to protecting your secrets, “an ounce of prevention is worth a pound
Continue Reading Webinar Recap! Protecting Confidential Information and Client Relationships in the Financial Services Industry
webinar - financial services industry trade secrets

Wednesday, November 16, 2022
1:00 p.m. to 2:00 p.m. Eastern
12:00 p.m. to 1:00 p.m. Central
11:00 a.m. to 12:00 p.m. Mountain
10:00 a.m. to 11:00 a.m. Pacific

REGISTER HERE

In the seventh installment of the 2022 Trade Secrets Webinar Series, Seyfarth attorneys will focus on trade secret and client relationship considerations in the banking and financial services industry.

Seyfarth

Continue Reading Upcoming Webinar! Protecting Confidential Information and Client Relationships in the Financial Services Industry

On December 14 at 9:00 a.m. Central, Seyfarth partner J. Scott Humphrey is presenting “Trade Secrets in the Financial Services Industry,” a webinar for LawPracticeCLE. The webinar will include an overview of the types of restrictive covenants and trade secret protections commonly found in the financial services industry, a discussion of the Protocol for Broker Recruiting, examples of trade secret
Continue Reading J. Scott Humphrey to Present Webinar on Protecting Trade Secrets in the Financial Services Industry for LawPracticeCLE on December 14th

Seyfarth Partners Erik Weibust and Jeremy Cohen participated in the American Intellectual Property Law Association’s 2019 Trade Secret Law Summit on March 21 and 22 at American Express’s corporate headquarters in New York.  Erik serves as Vice Chair of the AIPLA’s Trade Secret Committee and a member of the planning committee for the Summit, which addressed a range of topics
Continue Reading Seyfarth Partners Erik Weibust and Jeremy Cohen Speak at AIPLA Trade Secret Summit in New York

Please join us for a one-hour CLE webinar on Wednesday, March 20, 2019, at 1:00 p.m. Eastern / 12:00 p.m. Central / 10:00 a.m. Pacific.

On March 20, 2019, at 12:00 p.m. Central Time, in Seyfarth’s second installment of its 2019 Trade Secrets Webinar Series, Seyfarth attorneys will focus on trade secret and client relationship considerations in the banking and
Continue Reading Upcoming Webinar! Protecting Confidential Information and Client Relationships in the Financial Services Industry

As we have discussed on this Blog over the past several years, the Protocol for Broker Recruiting (“Protocol”) allows for reciprocal poaching of brokers. More specifically, if a broker leaves one Protocol firm for another Protocol firm, the broker can (a) take certain account information (client names, addresses, telephone numbers, email addresses, and account title information) to his/her new firm and (b) solicit the clients he/she serviced at his/her former firm. Naturally then, the Protocol’s requirements conflict with confidentiality and restrictive covenant provisions that are commonly found in broker employment agreements and firm policies.
Continue Reading Former Protocol Members Are Stepping Up Their Restrictive Covenant Enforcement

On Wednesday, July 25, Seyfarth Shaw partners J. Scott Humphrey and Justin K. Beyer are presenting webinars for myLawCLE.

Scott Humphrey is presenting “Protecting Confidential Information & Client Relationships in the Financial Services Industry” webinar on July 25, 10 a.m. – 12 p.m. Eastern. The webinar will focus on the following topics:

  • What are (and are not) considered


Continue Reading Seyfarth Shaw Attorneys to Present Financial Services and Trade Secret Audit Webinars

On Tuesday, March 27, in Seyfarth’s second installment in its 2018 Trade Secrets Webinar Series, Seyfarth attorneys Scott Humphrey, Erik Weibust, and Marcus Mintz will focus on trade secret and client relationship considerations in the banking and financial services industry, with a particular focus on a firm’s relationship with its FINRA members.

The panel will address the following topics:

  • Practical


Continue Reading Upcoming Webinar! Protecting Confidential Information and Client Relationships in the Financial Services Industry

webinarOn Thursday, April 27, at 12:00 p.m. Central, Seyfarth attorneys will present Protecting Confidential Information and Client Relationships in the Financial Services Industry.

In Seyfarth’s second installment in its series of 2017 Trade Secret Webinars, Seyfarth attorneys Scott Humphrey, Robyn Marsh, and Dawn Mertineit will focus on trade secret and client relationship considerations in the banking and financial services
Continue Reading Upcoming Webinar! Protecting Confidential Information and Client Relationships in the Financial Services Industry

shutterstock_74943355We are pleased to announce the webinar “Protecting Confidential Information and Client Relationships in the Financial Services Industry” is now available as a podcast and webinar recording.

In Seyfarth’s second installment of its 2015 Trade Secrets Webinar series, Seyfarth attorneys will focus on trade secret and client relationship considerations in the banking and finance industry, with a particular focus
Continue Reading Webinar Recap! Protecting Confidential Information and Client Relationships in the Financial Services Industry