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

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
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
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.
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.
On Wednesday, July 25, Seyfarth Shaw partners J. Scott Humphrey and Justin K. Beyer are presenting webinars for myLawCLE.
On Thursday, April 27, at 12:00 p.m. Central, Seyfarth attorneys will present Protecting Confidential Information and Client Relationships in the Financial Services Industry.