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MORE RESOURCES MORE EVENTS CORPORATE LAW When “Good Enough” Compliance Is No Longer Good Enough ARTICLES TAX, INTERNATIONAL International Tax Partner Jorge Oben-Cuadros Elected a Fellow of the American College of Tax Counsel FIRM NEWS PATENT PROSECUTION AND COUNSELING Foreign Filing & Global Portfolio Building Trends EVENTS EDUCATION Compliance Booster: What Charter Schools Should Do Now for 2026-27 ARTICLES NEWS News You Can Use — May 2026 FIRM NEWS LITIGATION, INTELLECTUAL PROPERTY Part 5: Winning the Endgame: Damages, Injunctions, and IP Remedies That Matter | | Managing IP Disputes – A Five-Part Series Presented by Procopio & ACC EVENTS LITIGATION, INTELLECTUAL PROPERTY Part 4: IP Litigation Playbook: Strategic Tools for Protecting and Enforcing Your Rights | Managing IP Disputes – A Five-Part Series Presented by Procopio & ACC EVENTS LITIGATION, INTELLECTUAL PROPERTY Part 3: Funding the Fight: Litigation Finance and Cost Strategies in IP Disputes | Managing IP Disputes – A Five-Part Series Presented by Procopio & ACC EVENTS LITIGATION, INTELLECTUAL PROPERTY Part 2: Choosing Your IP Strategy: Patent, Trade Secret, or Copyright? | Managing IP Disputes – A Five-Part Series Presented by Procopio & ACC EVENTS Partner with us today. 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Procopio Website Privacy Notice and Cookie PolicyTerms of UsePrivacy Notice for US State ResidentsAccessibility StatementPrivacy Notice for California Employees and Job ApplicantsSite by Mindgruve (opens in a new tab) ◈ Interior Pages — 25 pages crawledPart 5: Winning the Endgame: Damages, Injunctions, and IP Remedies That Matter | | Managing IP Disputes – A Five-Part Series Presented by Procopio & ACC - Procopio | Procopio Open Menu Main Menu Professionals Services & Sectors About Resources Events Careers Offices Contact Contact Offices Careers Newsletter Close Menu Home page Professionals Services & Sectors About Resources Events Careers Offices Contact Events Past Events Back to Events complimentary Part 5: Winning the Endgame: Damages, Injunctions, and IP Remedies That Matter | | Managing IP Disputes – A Five-Part Series Presented by Procopio & ACC Register Join Procopio and ACC for Managing IP Disputes: Decisions that Drive Outcome , a five-part webinar series designed for in-house counsel navigating today’s most pressing litigation and dispute resolution challenges. Each session features experienced legal leaders sharing practical strategies on managing litigation, mitigating risk, handling internal investigations, navigating e-discovery, and more. Approved for 1-hour MCLE per session. This complimentary series requires registration. Wrap up with Part 5 on Wednesday, July 1, 2026, from 12:00–1:00 PM PT with Winning the Endgame: Damages, Injunctions, and IP Remedies That Matter , presented by Procopio Counsel Lyndsey Heaton. This session will focus on damages theories, injunctive relief, and remedies strategy, and how these considerations influence litigation positioning, settlement, and overall business outcomes. 📅 Reserve your spot to gain practical insights you can apply immediately. 1 Jul complimentary Part 5: Winning the Endgame: Damages, Injunctions, and IP Remedies That Matter | | Managing IP Disputes – A Five-Part Series Presented by Procopio & ACC Register Date & Time Wednesday, July 1 12:00-1:00 PM PDT Stay up-to-date with the Procopio newsletter. Sign Up Now MEDIA CONTACT Patrick Ross, Senior Manager of Marketing & Communications Email P: 619.906.5740 EVENTS CONTACT Suzie Jayyusi, Senior Marketing Coordinator Events Planner Email P: 619.525.3818 LATIN AMERICA CONTACT Francisco Sanchez Losada, Marketing and Client Relations Manager Email P: 619.515.3225 ASIA PACIFIC CONTACT Sanae Trotter, Senior Manager for Client Relations Email P: 650.645.9015 Partner with us today. Partner with Procopio Contact Offices Careers Newsletter © 2026 Procopio, Cory, Hargreaves & Savitch LLP. Procopio is a service mark of Procopio, Cory, Hargreaves & Savitch LLP. Procopio Website Privacy Notice and Cookie Policy Terms of Use Privacy Notice for US State Residents Accessibility Statement Privacy Notice for California Employees and Job Applicants Site by Mindgruve (opens in a new tab) Part 3: Funding the Fight: Litigation Finance and Cost Strategies in IP Disputes | Managing IP Disputes – A Five-Part Series Presented by Procopio & ACC - Procopio | Procopio Open Menu Main Menu Professionals Services & Sectors About Resources Events Careers Offices Contact Contact Offices Careers Newsletter Close Menu Home page Professionals Services & Sectors About Resources Events Careers Offices Contact ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ Partner with us today. Partner with Procopio Contact Offices Careers Newsletter © 2026 Procopio, Cory, Hargreaves & Savitch LLP. Procopio is a service mark of Procopio, Cory, Hargreaves & Savitch LLP. Procopio Website Privacy Notice and Cookie Policy Terms of Use Privacy Notice for US State Residents Accessibility Statement Privacy Notice for California Employees and Job Applicants Site by Mindgruve (opens in a new tab) Back to Events complimentary Part 3: Funding the Fight: Litigation Finance and Cost Strategies in IP Disputes | Managing IP Disputes – A Five-Part Series Presented by Procopio & ACC Join Procopio and ACC for Managing IP Disputes: Decisions that Drive Outcome , a five-part webinar series designed for in-house counsel navigating today’s most pressing litigation and dispute resolution challenges. Each session features experienced legal leaders sharing practical strategies on managing litigation, mitigating risk, handling internal investigations, navigating e-discovery, and more. Approved for 1-hour MCLE per session. This complimentary series requires registration. Continue with Part 3 on Wednesday, June 3, 2026, from 12:00–1:00 PM PT with Funding the Fight: Litigation Finance and Cost Strategies in IP Disputes , presented by Procopio Partner Benjamin Herbert. This session will provide an overview of litigation funding, insurance, and cost-management tools available to in-house teams, including key considerations, risks, and strategic advantages. 📅 Reserve your spot to gain practical insights you can apply immediately. 3 Jun complimentary Part 3: Funding the Fight: Litigation Finance and Cost Strategies in IP Disputes | Managing IP Disputes – A Five-Part Series Presented by Procopio & ACC Date & Time Wednesday, June 3 12:00-1:00 PM PDT Stay up-to-date with the Procopio newsletter. Sign Up Now MEDIA CONTACT Patrick Ross, Senior Manager of Marketing & Communications Email P: 619.906.5740 EVENTS CONTACT Suzie Jayyusi, Senior Marketing Coordinator Events Planner Email P: 619.525.3818 LATIN AMERICA CONTACT Francisco Sanchez Losada, Marketing and Client Relations Manager Email P: 619.515.3225 ASIA PACIFIC CONTACT Sanae Trotter, Senior Manager for Client Relations Email P: 650.645.9015 Events Past Events Compliance Booster: What Charter Schools Should Do Now for 2026-27 - Procopio | Procopio Open Menu Main Menu Professionals Services & Sectors About Resources Events Careers Offices Contact Contact Offices Careers Newsletter Close Menu Home page Professionals Services & Sectors About Resources Events Careers Offices Contact ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ Partner with us today. Partner with Procopio Contact Offices Careers Newsletter © 2026 Procopio, Cory, Hargreaves & Savitch LLP. Procopio is a service mark of Procopio, Cory, Hargreaves & Savitch LLP. Procopio Website Privacy Notice and Cookie Policy Terms of Use Privacy Notice for US State Residents Accessibility Statement Privacy Notice for California Employees and Job Applicants Site by Mindgruve (opens in a new tab) Back to Articles Education — May 6, 2026 Compliance Booster: What Charter Schools Should Do Now for 2026-27 by Greta A. Proctor and Julia Choi Compliance Booster: What Charter Schools Should Do Now for 2026-27 As California charter schools look ahead to the 2026-27 school year, several new legal requirements are set to take effect soon. These changes span governance, pupil and personnel policies, fire evacuation procedures, weather protocols, smartphone usage, restroom facilities, and more. This update is intended to provide practical guidance to help charter school leaders boost compliance as they prepare for the upcoming school year. Policies on professional boundaries and safe learning environments Readers may already know that Senate Bill 848 (SB 848), approved in October 2025, introduced significant new requirements aimed at strengthening student safety and safeguarding against child abuse. Under SB 848, by July 1, 2026, both classroom-based and nonclassroom-based charter schools must adopt comprehensive written policies addressing: Professional boundaries between (A) students and employees, volunteers, and contractors, (B) among and between students, and (C) among and between employees, volunteers, and contractors Limits on communication (e.g., social media, texting) outside of parent/guardian visibility How school facilities, and the way they are furnished, promote safe environments that are easily supervised The content of these policies is extensive. Many schools already address some of these topics in their employee handbooks, volunteer policies, codes of conduct, or elsewhere. Schools are also, of course, already required to maintain anti-discrimination, anti-harassment, anti-intimidation, and anti-bullying policies. However, schools will now need to ensure that they maintain comprehensive policies that meet all of the requirements of Education Code section 32100, and they should also ensure that their new SB 848 policy is synced to their existing policies. The California Department of Education (CDE) is scheduled to release resources and information for schools related to these policies by July 1, 2026, but of course that is the same date by which schools must have their policies in place. We recommend adopting your SB 848 policy ahead of the July 1 st deadline, and then revisiting those policies once CDE’s resources are released, in case there are any additional updates your team wishes to make. Expanded mandated reporter training SB 848 also expanded the definition of who constitutes a mandated reporter and must receive training. Heading into next school year, public schools including charters must provide for initial and annual mandated reporter training not only for all employees, but also all governing board members, all adult volunteers who interact with students outside the immediate supervision of the student’s parent/guardian or an employee, and all contractors whose duties require contact with or supervision of pupils. It is worth noting that the standard for contractors’ mandated reporter training is a higher bar than the standard for contractors’ DOJ background checks. Under Education Code section 45125.1, charter schools must ensure DOJ clearance for their contractors who interact with pupils outside the immediate supervision and control of the pupil’s parent/guardian or an employee. Under Penal Code section 11165.7, however, they must provide for initial and annual mandated reporter training for any contractor “whose duties require contact with or supervision of pupils”—regardless of whether the contractor works under the supervision of parents and/or school employees. Nonclassroom-based charter schools in particular should consider how they will ensure and track compliance by each of their student-facing enrichment vendors. All charter schools should prepare to adjust their on-boarding, orientation, and/or other beginning-of-year procedures for board members, volunteers, and vendors accordingly. CalSTRS Form 0765 and updates to Articles of Incorporation While not tied to any new law, charter schools participating in CalSTRS are likely aware of new CalSTRS compliance requirements taking effect soon. Without getting too deep into the history, CalSTRS is now requiring all charter schools to complete the Form 0765, which essentially certifies that the school’s nonprofit operator qualifies to participate in the public pension system. The form is due June 30, 2026, and CalSTRS is requiring a separate form for each charter school, even where multiple schools are operated by a single nonprofit employer. As part of this certification, schools must confirm that their Articles of Incorporation include specific provisions governing the distribution of any leftover assets in the event of a future dissolution. Many charter schools’ Articles do not contain the language CalSTRS is now requiring, and accordingly will need to be amended. When making amendments to their Articles of Incorporation, it is important for charter schools to ensure that: The revised language aligns with CalSTRS requirements The nonprofit governing board formally approves the amendment The amendment is filed with the California Secretary of State in a timely manner We generally recommend flexible asset distribution language that directs remaining assets to the State of California, a political subdivision or public agency, or another qualifying public school including a charter school. Schools should avoid naming a specific authorizer and instead use permissive language allowing distribution to an eligible public entity at the governing board’s direction upon dissolution. Schools should also review any authorizer requirements, as amendments to their Articles of Incorporation may trigger notice obligations or be treated as a material revision. In practice, schools may wish to proactively communicate with their authorizers and explain that these changes are driven by new CalSTRS requirements. In addition to dissolution provisions, Form 0765 introduces new certifications related to employee contracts, tracking, and reporting. For operators with employees working across multiple schools, implementation details remain somewhat unclear and misaligned to how public schools are operated in practice. The compliance deadline for those requirements is January 31, 2027, and further guidance from CalSTRS is needed before that time. For now, schools should prioritize timely submission of Form 0765 and any necessary amendments to their Articles of Incorporation. School Safety Plans: fire safety and child abuse prevention By July 1, 2026, charter schools must update their comprehensive school safety plans to include a few additional components. First, safety plans must specifically include a procedure to identify appropriate refuge shelter for use during an evacuation order by local authorities, and procedures for notifying the appropriate local emergency authorities (e.g., fire department). Schools serving more than 50 students that are located in a “high” or “very high” fire hazard severity zone must additionally develop a communication and evacuation plan, to be used in Offices - Procopio | Procopio Open Menu Main Menu Professionals Services & Sectors About Resources Events Careers Offices Contact Contact Offices Careers Newsletter Close Menu Home page Professionals Services & Sectors About Resources Events Careers Offices Contact Offices San Diego 525 B Street, Suite 2200 San Diego , CA 92101 P. 619.238.1900 F. 619.235.0398 Get Directions View Office Del Mar Heights 12544 High Bluff Drive, Suite 400 San Diego , CA 92130 P. 858.720.6300 Get Directions View Office Orange County 200 Spectrum Center Drive, Suite 1650 Irvine , CA 92618 P. 949.383.2997 Get Directions View Office Silicon Valley 3000 El Camino Real | 5 Palo Alto Square Suite 400 Palo Alto , CA 94306 P. 650.645.9000 Get Directions View Office Las Vegas 10000 W. 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Procopio Website Privacy Notice and Cookie Policy Terms of Use Privacy Notice for US State Residents Accessibility Statement Privacy Notice for California Employees and Job Applicants Site by Mindgruve (opens in a new tab) International Tax Partner Jorge Oben-Cuadros Elected a Fellow of the American College of Tax Counsel - Procopio | Procopio Open Menu Main Menu Professionals Services & Sectors About Resources Events Careers Offices Contact Contact Offices Careers Newsletter Close Menu Home page Professionals Services & Sectors About Resources Events Careers Offices Contact ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ Partner with us today. Partner with Procopio Contact Offices Careers Newsletter © 2026 Procopio, Cory, Hargreaves & Savitch LLP. Procopio is a service mark of Procopio, Cory, Hargreaves & Savitch LLP. Procopio Website Privacy Notice and Cookie Policy Terms of Use Privacy Notice for US State Residents Accessibility Statement Privacy Notice for California Employees and Job Applicants Site by Mindgruve (opens in a new tab) Back to Firm News Tax, International — May 13, 2026 International Tax Partner Jorge Oben-Cuadros Elected a Fellow of the American College of Tax Counsel International Tax Partner Jorge Oben-Cuadros Elected a Fellow of the American College of Tax Counsel The Board of Regents of the American College of Tax Counsel (ACTC) has elected Procopio Partner Jorge Obén-Cuadros a Fellow of the College, one of twelve admitted this year. ACTC includes tax attorneys in private practice, law, business, and graduate school teaching positions, and government. Jorge represents multinational corporations, defense contractors, investment funds, high net worth individuals, and family offices, particularly from Latin America, Puerto Rico, and Europe, on complex U.S. and international matters. Jorge and the others strengthen the college, ACTC President Ameek Ashok Ponda said. “As tax administration undergoes rapid change, these twelve individuals bring the needed experience, perspective, and judgment to strengthen our work and advance the College’s mission.” ACTC includes tax attorneys in private practice, law, business, and graduate school teaching positions, and government. Election as a Fellow of the College is a selective process that recognizes experienced tax attorneys who have demonstrated exceptional professional achievement and integrity. Candidates must be nominated by a current Fellow and approved by the College’s Board of Regents and are distinguished by their ongoing or prior full-time legal work across a range of settings, as well as their commitment to excellence, ethics, and meaningful contributions to the tax law community through leadership, writing, or speaking. Jorge advises clients on planning, controversy and litigation, and policy matters involving tax and trade. His practice focuses on inbound structuring into the United States, cross border planning, tariff exposure and mitigation, tax and trade litigation, and strategic guidance on tax and trade policy developments affecting global operations. Prior to joining Procopio, he served in the U.S. Internal Revenue Service Office of Associate Chief Counsel International and was detailed to the U.S. House of Representatives Committee on Ways and Means. He is based in Procopio’s Washington, D.C., office. Procopio’s International Tax attorneys advise businesses, investors, and individuals on international tax strategy, helping clients navigate the complexities of cross-border transactions, investments, and global operations. They support clients across the full lifecycle of international activity, from market entry and structuring through expansion and ongoing compliance. 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Procopio Website Privacy Notice and Cookie Policy Terms of Use Privacy Notice for US State Residents Accessibility Statement Privacy Notice for California Employees and Job Applicants Site by Mindgruve (opens in a new tab) Procopio Website Privacy Notice and Cookie Policy About this page Last updated: April 16, 2026 This privacy notice and cookie policy explains how Procopio, Cory, Hargreaves & Savitch LLP and Procopio Business Advisors (“ Procopio “, “ we “, “ our “, “ us “) processes personal information in the course of operating our business, particularly with regard to our marketing and business development practices, including how we process personal information we collect from visitors to and users of (“ Users “, “ you “, “ your “) our website hosted at www.procopio.com , including any subpages or subdomains, (the “ Site “) and how we use cookies on the Site. 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In this respect, we may use your personal data for the following: to assess the information that you provide through the Site (for example in messages, forms or in emails) and to find out more about you before contacting you in response, where appropriate; to interact with you (for example, to send you promotional material, event invitations, or answer inquiries about our services); to interact with potential clients (for example through Procopio Business Advisors, LLC (PBA) or when a User has been active and engaged with our Site); for record keeping purposes, so that we have a record of the inquiries we receive through the Site; outsourcing selected website administration functions to third parties for the purposes of the efficient management of the Site; to monitor and evaluate the performance and effectiveness of our services and the Site, including by training our staff or monitoring their performance, and to administer, support or improve the Site. (ii) We may also process your personal data for our compliance with our legal obligations . In this respect, we may use your personal data in order to assist with investigations (including criminal investigations) carried out by the police, the government, regulators, or other competent authorities, where those authorities are acting in compliance with the law. (iii) We may also process your personal data for additional reasons where: it is necessary for reasons of substantial public interest (for example, where the due diligence checks we carry out involve our processing data relating to criminal convictions and offences); it is necessary for the establishment, exercise or defense of legal claims (for example, to protect and defend our rights or property, including the Site and its content); and we have your specific or, where necessary, explicit consent to do so (for example, where we process sensitive personal data concerning your health or m Privacy Notice for US State Residents - Procopio | Procopio Open Menu Main Menu Professionals Services & Sectors About Resources Events Careers Offices Contact Contact Offices Careers Newsletter Close Menu Home page Professionals Services & Sectors About Resources Events Careers Offices Contact ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ Partner with us today. Partner with Procopio Contact Offices Careers Newsletter © 2026 Procopio, Cory, Hargreaves & Savitch LLP. Procopio is a service mark of Procopio, Cory, Hargreaves & Savitch LLP. Procopio Website Privacy Notice and Cookie Policy Terms of Use Privacy Notice for US State Residents Accessibility Statement Privacy Notice for California Employees and Job Applicants Site by Mindgruve (opens in a new tab) Privacy Notice for US State Residents Effective Date: January 1, 2023 Last Reviewed: April 14, 2026 This Privacy Notice for U.S. State Residents supplements the information contained in Procopio Cory Hargreaves & Savitch, LLP’s (“Procopio” or “we”) Procopio Website Privacy Notice and Cookie Policy and applies to all visitors, users, consumers, clients and others who reside in the State of California or those U.S. states that have privacy protection laws similar to the California Consumer Privacy Act (“consumers” or “you”). This Privacy Notice provides a general overview of Procopio’s privacy practices. During our legal representation of a client, the processing of personal information is performed on behalf of and at the direction of our client, subject to our client engagement agreements and professional responsibilities. Individuals who have a disability may be able to use a screen reader or other assistive device to review the contents of this Privacy Notice. If you require additional assistance, contact us at 833.791.0024, advise of a request for disability assistance and request a call back. Information We Collect Within the last twelve (12) months, we may have collected the following categories of personal information: Identifiers , such as your name, mailing address, email address, zip code, telephone number, government identifiers, or other similar identifiers. Customer Records , such as username, company name, job title, business email address, and department. Protected Classification Characteristics , such as age, gender, and national origin. Commercial Information , such as information about products or services purchased, obtained or considered. Internet/Network Information , such as your browsing history, log and analytics data, information about the device(s) used to access the services, domain server, search history and information regarding your interaction with our websites or services and other usage data. Geolocation Data , such as information about your physical location collected directly or geolocation features on your device, including your IP address. Profession/Employment Information , such as your current or past employer and job title. Other Personal Information , such as personal information you provide to us in relation to a survey, comment, question, request or inquiry, information you provide when connecting a third-party account, product or service, and any other content you upload. Inferences , including information generated from your use of our services reflecting predictions about your preferences, characteristics, psychological trends, predispositions, behavior, attitudes, intelligence, abilities and aptitudes. Sensitive Personal Information , such as government identifiers, ethnic origin, race, and health information. Procopio obtains the categories of personal information listed above from the following categories of sources: Directly from you. For example, when you provide it to us in any format to provide you with legal services, when you participate in our continuing legal education offerings, or when you sign up to receive our newsletter and other updates. Indirectly from you. For example, from observing your actions on our website, interactions with our marketing correspondence, or interactions with products or services offered by us. From third parties. For example, from other parties involved in the legal services provided, including opposing parties or counsel, parties responding to subpoenas, or in conducting due diligence. Use of Personal Information We may use or disclose the personal information we collect for one or more of the following purposes: To fulfill or meet the reason you provided the information and primarily to provide legal services. For example, to conduct litigation, close a deal or provide other legal services you request. To provide, support, personalize, and develop our website, products, and services. To process your requests, payments, or to prevent fraud. To protect our business interests, including to determine acceptable credit, legal, or other risks, to resolve potential or actual conflicts, and for collections purposes. To provide you with support and to respond to your inquiries, including to investigate and address your concerns and monitor and improve our responses. To personalize your website experience and interactions with us and to deliver content and product or legal service offerings relevant to your interests, including targeted offers and information through our website, third-party sites, and via email (with your consent, where required by law). To help maintain the safety, security, and integrity of our website, products and services, databases and other technology assets, and business. For testing, research, analysis, and product development, including to develop and improve our website, products, and services. To respond to law enforcement or legal process requests and as required by applicable law, court order, or governmental regulations. As described to you when collecting your personal information or as otherwise set forth in the CCPA or applicable privacy laws. To evaluate or conduct a merger, divestiture, restructuring, reorganization, dissolution, or other sale or transfer of some or all of Procopio’s assets, whether as a going concern or as part of bankruptcy, liquidation, or similar proceeding, in which personal information held by Procopio is among the assets transferred. Procopio will not collect additional categories of personal information or use the personal information we collected for materially different, unrelated, or incompatible purposes without providing you notice. Procopio does not share mobile numbers with third parties for marketing/advertising. Procopio’s collection and use of sensitive personal information is consistent with the permissible uses under the CCPA. Disclosure of Personal Information Procopio may disclose your personal information to a third party for a business purpose. We may share your personal information with the following categories of third parties: Identifiers : Parties involved in the rendering of legal services, including opposing parties and counsel, administrative bodies, government agencies, and courts; subsidiaries and affiliates, including Procopio Business Advisors, LLC and Procopio Real Estate Services, Inc. to facilitate requested services; service providers, for example secure file sharing and transfer services to support the business; collection agencies; state bar associations; and other clients or potential clients for the purpose of clearing conflicts when necessary. California Customer Records (Cal. Civ. Code § 1798.80(e)): Parties involved in the rendering of legal services, including opposing parties and counsel, administrative bodies, government agencies, and courts; subsidiaries and affiliates, including Procopio Business Advisors, LLC and Procopio Real Estate Services, Inc. to facilitate requested services; service providers, for example secure file sharing and transfer services to support the business; collection agencies; state bar associations; and other clients or potential clients for the purpose of cle Privacy and Cybersecurity - Procopio | Procopio Open Menu Main Menu Professionals Services & Sectors About Resources Events Careers Offices Contact Contact Offices Careers Newsletter Close Menu Home page Professionals Services & Sectors About Resources Events Careers Offices Contact ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ Partner with us today. Partner with Procopio Contact Offices Careers Newsletter © 2026 Procopio, Cory, Hargreaves & Savitch LLP. Procopio is a service mark of Procopio, Cory, Hargreaves & Savitch LLP. Procopio Website Privacy Notice and Cookie Policy Terms of Use Privacy Notice for US State Residents Accessibility Statement Privacy Notice for California Employees and Job Applicants Site by Mindgruve (opens in a new tab) Back to Services & Sectors Privacy and Cybersecurity Are you up to speed on the latest privacy laws and regulations at the state, federal and global level? Don’t worry, let our Privacy and Cybersecurity attorneys help ensure your legal compliance and protect your interests should an investigation or litigation arise. Let's Talk Information People Resources Events Contact Summary The regulatory landscape of collecting, distributing and protecting data has never been more complex. Our Privacy and Cybersecurity attorneys help you navigate your way through an increasingly broad array of privacy security laws and regulations. Failure to comply with applicable regulations or suffering a data breach can have disastrous consequences on your business, particularly in heavily regulated industries. We work with a global network of law firms to meet your needs in every market, understanding the unique data practices of your business to ensure critical information management throughout the data lifecycle. Services Provide legal counsel on all aspects of data management, including creation, storage, use, commercialization, retention and deletion. Work with clients to ensure compliance with international, federal and state regulations (CCPA, CPRA, E.U. and U.K. GDPR, CAN-SPAM, COPPA, CalECPA, CDA, FERPA, etc.). Provide legal guidance on industry-specific regulations, such as health care (HIPAA) and financial services (FCRA). Ensure legal compliance involving cross-border data transfers. Develop cybersecurity prevention and response plans with clients. Conduct due diligence on cyber-related issues through corporate transactions including mergers & acquisitions. Manage litigation providing defense against privacy and data security class action suits. Counsel employers on securing trade secret data and managing theft. Advise employers on legally monitoring and managing employee cyberactivity. Monitor and assist in implementing new legislation. Provide guidance on direct marketing strategies. Craft corporate privacy policies. Draft online privacy policies in a variety of industries for compliance with the CCPA, CPRA, California Online Privacy Protection Act and other applicable privacy laws. Nationally recognized privacy professionals in trade secrets through The Sedona Conference and in information privacy through the International Association of Privacy Professionals (IAPP) with CIPP/US and CIPM certifications. Representative Matters Represented telecommunications company under government investigation for violations in connection with the management of customer records containing Personally Identifiable Information (PII), negotiated a successful settlement of the matter before litigation. Represented regulators, financial institutions and investment companies in investigations of regulatory violations, data breaches and preventing and mitigating identity theft. Addressed privacy matters in search warrants and subpoenas. Obtained judgment and costs defending a leading online publishing platform in a case involving Communications Decency Act, US SPEECH Act, and First Amendment issues (one of the first data privacy cases involving the US SPEECH Act). Assisted a cybersecurity company in recruiting its board of advisors, raising more than $2 million in convertible debt and entering into marketing partnerships with one of the world’s largest telecom companies. Worked with a cybersecurity company in formulating its intellectual property protection strategy, coaching its software development team on the pitfalls of open source software, and navigating U.S. export controls imposed on encryption technologies. Advised a cybersecurity company in contracting with independent contractors and employees, using primarily options as compensation. Represented health care client in investigation, reporting and resolution of business associate’s theft of medical records of approximately 150,000 patients including coordination with law enforcement, reports to regulators, notices to individuals and publication to media. Successfully defended health care provider client in court action brought by unrelated third party seeking deceased patient medical and other records through invalid subpoena. Counseled cutting edge web-based digital technology companies concerning all aspects of their online privacy obligations and website and mobile application Privacy Policies and Terms of Use. Successfully prosecuted the investigation of an internet company regarding use of client lists and automated calling systems (robo-calls). Counseled cutting-edge web-based digital medicine technology companies concerning all aspects of their online privacy obligations and website and mobile application Privacy Policies and Terms of Use. 6 results found. Leader Harwell, Elaine F. Partner and Privacy Officer • San Diego , CA Send Email 619.906.5780 Dean, Michael Deputy General Counsel • Palo Alto , CA Send Email 650.645.9042 Morton, Mindy M. Partner • Palo Alto , CA Send Email 650.645.9020 Ocampo Hull, Danielle Associate • Irvine , CA Send Email 619.515.3291 Racicot, Diane M. Partner • San Diego , CA Send Email 619.515.3273 Taylor, Frederick K. Partner • San Diego , CA Send Email 619.515.3279 Litigation, Commercial Procopio Commercial Litigation, Corporate/M&A and Real Estate Practices Recognized by Legal 500 Along with Eight Attorneys Firm News Capital Markets and Securities Clawbacks and Cybersecurity: Two Compliance Tests Boards Must Pass Articles Privacy and Cybersecurity California’s New Privacy Regulations: A Wake-Up Call for Businesses Using ADMT and Conducting Other High-Risk Processing Articles Artificial Intelligence and Software Client and Dynamo AI Co-Founder Dr. Christian Lau Advises Congress on AI Policy Client News Appellate Law Services Dozens of Procopio Attorneys Named to 2026 Best Lawyers and Ones to Watch Lists Press Releases Litigation, Commercial Multiple Procopio Attorneys Named Top Lawyers in San Diego for 2025 Firm News Privacy and Cybersecurity Ninth Circuit Expands Specific Jurisdiction in E-Commerce: What Briskin v. Shopify Means for Online Businesses Articles Emerging Company and Venture Capital Startup Data Privacy and Compliance with Elaine Harwell Videos Corporate Law Award-Winning Corporate Law Partner Dennis Doucette Elected Procopio’s Managing Partner Press Releases Appellate Law Services A Record 81 Procopio Attorneys Named to 2025 Best Lawyers and Ones to Watch Lists Press Releases Patent Prosecution and Counseling Innovative Mobility Solutions Provider Secures Significant Tolling Contracts in Colorado and Georgia Client News Privacy and Cybersecurity California Advancing Regulations for AI, Other Cybersecurity Issues Articles Emerging Company and Venture Capital AI Innovator Selected for Highly Competitive National Accelerator Client News Mergers & Acquisitions Leading High-Power RF Military Solutions Provider acquired by E-Solutions Supplier Client News Appellate Law Services Procopio’s 6 Locations Represented Among Our 80 Best Lawyers and Ones to Watch for 2024 Press Releases Corporate Law Procopio Elevates Six Attorneys to Partner for 2023 Press Releases Privacy and Cybersecurity CCPA 2.0: What Companies Need to Know People | Page 1 | Procopio Open Menu Main Menu Professionals Services & Sectors About Resources Events Careers Offices Contact Contact Offices Careers Newsletter Close Menu Home page Professionals Services & Sectors About Resources Events Careers Offices Contact Partner with us today. Partner with Procopio Contact Offices Careers Newsletter © 2026 Procopio, Cory, Hargreaves & Savitch LLP. Procopio is a service mark of Procopio, Cory, Hargreaves & Savitch LLP. Procopio Website Privacy Notice and Cookie Policy Terms of Use Privacy Notice for US State Residents Accessibility Statement Privacy Notice for California Employees and Job Applicants Site by Mindgruve (opens in a new tab) Resources - Procopio | Procopio Open Menu Main Menu Professionals Services & Sectors About Resources Events Careers Offices Contact Contact Offices Careers Newsletter Close Menu Home page Professionals Services & Sectors About Resources Events Careers Offices Contact ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ Partner with us today. Partner with Procopio Contact Offices Careers Newsletter © 2026 Procopio, Cory, Hargreaves & Savitch LLP. Procopio is a service mark of Procopio, Cory, Hargreaves & Savitch LLP. Procopio Website Privacy Notice and Cookie Policy Terms of Use Privacy Notice for US State Residents Accessibility Statement Privacy Notice for California Employees and Job Applicants Site by Mindgruve (opens in a new tab) Resources Submit Search Form search Featured Corporate Law When “Good Enough” Compliance Is No Longer Good Enough Articles Tax, International International Tax Partner Jorge Oben-Cuadros Elected a Fellow of the American College of Tax Counsel Firm News Education Compliance Booster: What Charter Schools Should Do Now for 2026-27 Articles News News You Can Use — May 2026 Firm News Recent Patent Prosecution and Counseling Foreign Filing & Global Portfolio Building Trends Events Litigation, Intellectual Property Part 5: Winning the Endgame: Damages, Injunctions, and IP Remedies That Matter | | Managing IP Disputes – A Five-Part Series Presented by Procopio & ACC Events Litigation, Intellectual Property Part 4: IP Litigation Playbook: Strategic Tools for Protecting and Enforcing Your Rights | Managing IP Disputes – A Five-Part Series Presented by Procopio & ACC Events Litigation, Intellectual Property Part 3: Funding the Fight: Litigation Finance and Cost Strategies in IP Disputes | Managing IP Disputes – A Five-Part Series Presented by Procopio & ACC Events Litigation, Intellectual Property Part 2: Choosing Your IP Strategy: Patent, Trade Secret, or Copyright? | Managing IP Disputes – A Five-Part Series Presented by Procopio & ACC Events Litigation, Intellectual Property Part 1: Managing IP Litigation: From First Threat to Final Resolution | Managing IP Disputes – A Five-Part Series Presented by Procopio & ACC Events Life Sciences How Does Orange Book Delisting Affect Ongoing Hatch-Waxman Litigation? Articles Trusts and Estates Procopio Adds Trusts and Estates Partner Jason Galaif to its Growing Orange County Office Press Releases Trusts and Estates Charitable Remainder Trusts: Utilizing CRATs and CRUTs to Minimize Income and Transfer Tax, SECURE 2.0 QCD Events Upcoming Events & Webinars More Events & Webinars Patent Prosecution and Counseling Foreign Filing & Global Portfolio Building Trends May 13, 2026 1:50 - 2:40 pm PT Events Litigation, Intellectual Property Part 2: Choosing Your IP Strategy: Patent, Trade Secret, or Copyright? | Managing IP Disputes – A Five-Part Series Presented by Procopio & ACC May 20, 2026 12:00-1:00 PM PDT Events Litigation, Intellectual Property Part 3: Funding the Fight: Litigation Finance and Cost Strategies in IP Disputes | Managing IP Disputes – A Five-Part Series Presented by Procopio & ACC June 3, 2026 12:00-1:00 PM PDT Events More Events & Webinars Recommended Videos More Videos Trademarks and Copyrights Protecting Your Products and Brand Online: A Procopio Perspectives Video Podcast Media Duration: 25:17 Up Next News Procopio: Supporting California Charter Schools Media Duration: 1:18 More Videos Everything Articles Videos Podcasts Press Releases Firm News Client News Case Studies Everything Articles Videos Podcasts Press Releases Firm News Client News Case Studies Stay up-to-date with the Procopio newsletter. 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Procopio Website Privacy Notice and Cookie Policy Terms of Use Privacy Notice for US State Residents Accessibility Statement Privacy Notice for California Employees and Job Applicants Site by Mindgruve (opens in a new tab) We help our clients reach their full potential . At Procopio, we strive to provide the highest level of client service, reflected in our Best of Legal® recognition from ClearlyRated for a customer satisfaction rating twice the industry average. Our deep bench of nearly 200 seasoned and diverse attorneys offer practical legal solutions to clients around the world, with expanded reach through affiliations with the Meritas and LEI global law firm networks. We get to know your industry and its challenges, and partner with you to identify your unique business opportunities and capitalize on them now and into the future. down Scroll to Continue We're recognized for our success . Chambers®. Best Law Firms®. Best Lawyers®. Super Lawyers®. Legal 500®. Accolades for Procopio and its outstanding attorneys continue to roll in. See All Accolades Join our team and reach your potential . We’re a law firm that cares about its people, and we’re hiring. There may be an attorney or staff position that’s right for you. Review our Openings Pause Meet our inspiring leaders . From our Management Committee to team and group leaders, these are the attorneys and staff who give time and effort to ensure Procopio is there for you. Learn More We're focused on diversity, equity and inclusion . At Procopio, achieving greater diversity, equity and inclusion in our firm and the legal community – be it racial, ethnic, gender, nationality or sexual orientation or identity – is a vital part of our culture. Learn More Let's work together. Partner with Procopio We're there for emerging startups . Procopio’s commitment to the startup community runs deep. For some entrepreneurs we’re there from the beginning with our LaunchPad incubator. 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Procopio is a service mark of Procopio, Cory, Hargreaves & Savitch LLP. Procopio Website Privacy Notice and Cookie Policy Terms of Use Privacy Notice for US State Residents Accessibility Statement Privacy Notice for California Employees and Job Applicants Site by Mindgruve (opens in a new tab) Back to Events Foreign Filing & Global Portfolio Building Trends Register Procopio Partner and Intellectual Property Team Leader Miku Mehta joins a panel of distinguished experts May 13, 2026, in Mountain View, California, on foreign filing and global portfolio building trends. As the global business landscape shifts, so too does global IP strategy. Panelists will discuss where companies are filing now and why. What do US patent filings numbers look like in comparison to filings in other countries? Has there been an increase/decrease in U.S. filings? Which companies are filing in the U.S. today? What types of inventions are being patented? Where is innovation happening now? How has this impacted foreign filing trends? As companies differ in approach to use of AI tools, how should you handle foreign prosecution and AI tools? In the US with regard to use of AI tools in inventions, there must be substantial contribution from a human inventor. Where do we cross that line? How can you ensure a valuable filing strategy in today’s landscape? How to prosecute cases internationally and in the US? How to prune the portfolio to optimize it? This panel discussion is part of the 2026 IP Counsel Café Annual Silicon Valley Meeting. Learn more . 13 May Foreign Filing & Global Portfolio Building Trends Register Date & Time Wednesday, May 13 1:50 - 2:40 pm PT Location COMPUTER HISTORY MUSEUM 1401 N Shoreline Blvd Mountain View, CA 94043 Presenters Miku Mehta , Partner and Intellectual Property Team Leader, Procopio Timothy Farrell, Counsel, Patent Portfolio Management, IBM Corporation Chuck Sholtz, Head of IP, Verdiva Bio Ada Wong, Executive Director, IP, Revolution Medicines Stay up-to-date with the Procopio newsletter. 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Procopio Website Privacy Notice and Cookie Policy Terms of Use Privacy Notice for US State Residents Accessibility Statement Privacy Notice for California Employees and Job Applicants Site by Mindgruve (opens in a new tab) Back to Articles Corporate Law — May 13, 2026 When “Good Enough” Compliance Is No Longer Good Enough by Jennifer Trowbridge When “Good Enough” Compliance Is No Longer Good Enough For many companies, compliance starts as a set of policies: a code of conduct, an employee handbook, a whistleblower process, a document-retention policy, and annual training. Those pieces matter but are not sufficient on their own. Regulators, prosecutors, investors, lenders, auditors, and boards increasingly ask a more important question: does the company’s compliance program actually work? An effective compliance program is not simply a binder of policies or a training module employees click through once a year. It is a company-wide system designed to identify the legal and operational risks the business actually faces. An effective compliance program should be designed to communicate expectations clearly, encourage internal reporting, preserve critical records, and give management and the board enough visibility to address issues before they become enforcement problems, litigation, or reputational crises. That distinction matters. The Department of Justice, the U.S. Securities and Exchange Commission, federal sentencing guidelines, and corporate fiduciary duty cases all place significant weight on whether a company has a meaningful compliance program. A well-designed and well-documented program can reduce the likelihood of misconduct, support more favorable treatment if a problem occurs, help mitigate penalties, and demonstrate that management and the board took their oversight responsibilities seriously in charging decisions, enforcement actions, and penalty determinations. For management teams, the practical takeaway is straightforward: compliance should be tailored, current, and operational. It should be a part of the corporate culture. A company should periodically assess its key risks, including industry-specific regulations, securities law issues, cybersecurity and data privacy, employment practices, insider trading, use of messaging platforms, document retention, and whistleblower reporting. The program should also reflect how the company actually operates. This could include remote work, specific collaboration tools, text messaging, and other modern communication channels. Attention to industry or operations specific compliance issues like those relating to the U.S. Food and Drug Administration, health privacy law (HIPAA) and others should be closely considered. Boards and senior executives play a central role in this culture of compliance. Regulators and courts increasingly focus on whether leadership set the right tone, ensured that compliance personnel had adequate authority and resources, received appropriate reporting, and responded to red flags. A program that exists only on paper may create little actual real-life protection. One that is risk-based, documented, communicated, enforced, and periodically updated can become a meaningful asset. Companies do not need identical compliance programs. A smaller private company will not need the same infrastructure as a larger publicly traded company or one with a heavily regulated business. But every company should be able to answer a few basic questions: Do we know our most significant compliance risks? Have we assigned clear responsibility for managing them? Are employees trained on what matters most? Do we have a reliable way for concerns to reach management or the board? Are we preserving the records we may need later? Have we updated our policies for how people actually communicate and work today? The best time to strengthen compliance is before a crisis. A practical review of existing policies, reporting channels, training, board oversight, and record-retention practices can often identify gaps that are easier and less expensive to fix now than after an investigation, lawsuit, financing, due diligence request, or whistleblower complaint. A strong compliance program can support better decision-making, improve investor and lender confidence, reduce legal risk, and help management build a culture where problems surface early enough to be addressed. For companies preparing for growth, financing, acquisition, public company readiness, or more sophisticated governance, compliance should be treated as part of the company’s infrastructure, not an afterthought. About the Authors Jennifer Trowbridge Senior Counsel Jennifer focuses on a wide array of corporate law, including securities law, corporate finance, mergers & acquisitions, and Exchange Act reporting and compliance. She represents public and private companies, investment funds and underwriters in regards to federal and state securities laws and investment and capital-raising transactions such as PIPEs, private equity, debt and venture capital transactions & SPACs. Her services include public and private offerings (Regulation D, etc.), registration of securities (Forms S-1, S-8, etc.), and filing compliance with mergers, acquisitions, stock and asset purchases (Forms 10-K, 10-Q, 8-K, etc.). She also assists clients such as investment advisers, broker-dealers and investment firms with registration and on-going SEC and state compliance. Jennifer holds an IACCP (Investment Adviser Certified Compliance Professional) certification. She is the co-leader of our Capital Markets and Securities practice . Jennifer focuses on a wide array of corporate law, including securities law, corporate finance, mergers & acquisitions, and Exchange Act reporting and compliance. She represents public and private companies, investment funds and underwriters in regards to federal and state securities laws and investment and capital-raising transactions such as PIPEs, private equity, debt and venture capital transactions & SPACs. Her services include public and private offerings (Regulation D, etc.), registration of securities (Forms S-1, S-8, etc.), and filing compliance with mergers, acquisitions, stock and asset purchases (Forms 10-K, 10-Q, 8-K, etc.). She also assists clients such as investment advisers, broker-dealers and investment firms with registration and on-going SEC and state compliance. Jennifer holds an IACCP (Investment Adviser Certified Compliance Professional) certification. She is the co-leader of our Capital Markets and Securities practice . Stay up-to-date with the Procopio newsletter. Sign Up Now MEDIA CONTACT Patrick Ross, Senior Manager of Marketing & Communications Email P: 619.906.5740 EVENTS CONTACT Suzie Jayyusi, Senior Marketing Coordinator Events Planner Email P: 619.525.3818 LATIN AMERICA CONTACT Francisco Sanchez Losada, Marketing and Client Relations Manager Email P: 619.515.3225 ASIA PACIFIC CONTACT Sanae Trotter, Senior Manager for Client Relations Email P: 650.645.9015 Related Content More Resources More Events Mergers & Acquisitions Preparing for a Sale: Three Steps Business Owners Should Take Now Articles Emerging Company and Venture Capital The Website Mistake That Can Hurt Your Private Offering Articles Appellate Law Services Numerous Procopio Attorneys Named Super Lawyers in San Diego for 2026 Firm News Emerging Company and Ven Part 2: Choosing Your IP Strategy: Patent, Trade Secret, or Copyright? | Managing IP Disputes – A Five-Part Series Presented by Procopio & ACC - Procopio | Procopio Open Menu Main Menu Professionals Services & Sectors About Resources Events Careers Offices Contact Contact Offices Careers Newsletter Close Menu Home page Professionals Services & Sectors About Resources Events Careers Offices Contact ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ Partner with us today. Partner with Procopio Contact Offices Careers Newsletter © 2026 Procopio, Cory, Hargreaves & Savitch LLP. Procopio is a service mark of Procopio, Cory, Hargreaves & Savitch LLP. Procopio Website Privacy Notice and Cookie Policy Terms of Use Privacy Notice for US State Residents Accessibility Statement Privacy Notice for California Employees and Job Applicants Site by Mindgruve (opens in a new tab) Back to Events complimentary Part 2: Choosing Your IP Strategy: Patent, Trade Secret, or Copyright? | Managing IP Disputes – A Five-Part Series Presented by Procopio & ACC Register Join Procopio and ACC for Managing IP Disputes: Decisions that Drive Outcome , a five-part webinar series designed for in-house counsel navigating today’s most pressing litigation and dispute resolution challenges. Each session features experienced legal leaders sharing practical strategies on managing litigation, mitigating risk, handling internal investigations, navigating e-discovery, and more. Approved for 1-hour MCLE per session. This complimentary series requires registration. Continue with Part 2 on Wednesday, May 20, 2026, from 12:00–1:00 PM PT with Choosing Your IP Strategy: Patent, Trade Secret, or Copyright? , presented by Procopio Partner Mindy Morton and featuring Robert Taylor (Ziff Davis). This session will offer an in-house perspective on how IP protection choices shape litigation outcomes, including key considerations around evidentiary burdens, enforcement risks, and when hybrid strategies make sense. 📅 Reserve your spot to gain practical insights you can apply immediately. 20 May complimentary Part 2: Choosing Your IP Strategy: Patent, Trade Secret, or Copyright? | Managing IP Disputes – A Five-Part Series Presented by Procopio & ACC Register Date & Time Wednesday, May 20 12:00-1:00 PM PDT Stay up-to-date with the Procopio newsletter. Sign Up Now MEDIA CONTACT Patrick Ross, Senior Manager of Marketing & Communications Email P: 619.906.5740 EVENTS CONTACT Suzie Jayyusi, Senior Marketing Coordinator Events Planner Email P: 619.525.3818 LATIN AMERICA CONTACT Francisco Sanchez Losada, Marketing and Client Relations Manager Email P: 619.515.3225 ASIA PACIFIC CONTACT Sanae Trotter, Senior Manager for Client Relations Email P: 650.645.9015 Events Past Events News You Can Use — May 2026 - Procopio | Procopio Open Menu Main Menu Professionals Services & Sectors About Resources Events Careers Offices Contact Contact Offices Careers Newsletter Close Menu Home page Professionals Services & Sectors About Resources Events Careers Offices Contact ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ Partner with us today. Partner with Procopio Contact Offices Careers Newsletter © 2026 Procopio, Cory, Hargreaves & Savitch LLP. Procopio is a service mark of Procopio, Cory, Hargreaves & Savitch LLP. Procopio Website Privacy Notice and Cookie Policy Terms of Use Privacy Notice for US State Residents Accessibility Statement Privacy Notice for California Employees and Job Applicants Site by Mindgruve (opens in a new tab) Back to Firm News News — May 6, 2026 News You Can Use — May 2026 News You Can Use — May 2026 We provide a variety of legal insights in the May 2026 Procopio News You Can Use newsletter , including articles and events on topics such as: 3 steps to take well before selling your business; What happens to Hatch-Waxman litigation when a patent is dropped from the Orange Book mid-case; Takeaways from a critical court decision on artificial intelligence and privilege; What charter schools need to know about special education issues as the school year concludes; A comprehensive look at charitable remainder trusts; and A five-part complimentary webinar series on intellectual property litigation tailored to in-house counsel. We announce the hire of a new partner and other attorneys, yet another accolade, advisory board positions, presentations and media mentions, and more. Please enjoy the May 2026 issue of News You Can Use , and subscribe to future issues . Related Content More Resources More Events Life Sciences How Does Orange Book Delisting Affect Ongoing Hatch-Waxman Litigation? 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Sign Up Now MEDIA CONTACT Patrick Ross, Senior Manager of Marketing & Communications Email P: 619.906.5740 EVENTS CONTACT Suzie Jayyusi, Senior Marketing Coordinator Events Planner Email P: 619.525.3818 LATIN AMERICA CONTACT Francisco Sanchez Losada, Marketing and Client Relations Manager Email P: 619.515.3225 ASIA PACIFIC CONTACT Sanae Trotter, Senior Manager for Client Relations Email P: 650.645.9015 Everything Articles Videos Podcasts Press Releases Firm News Client News Case Studies Accessibility Statement - Procopio | Procopio Open Menu Main Menu Professionals Services & Sectors About Resources Events Careers Offices Contact Contact Offices Careers Newsletter Close Menu Home page Professionals Services & Sectors About Resources Events Careers Offices Contact ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ Partner with us today. Partner with Procopio Contact Offices Careers Newsletter © 2026 Procopio, Cory, Hargreaves & Savitch LLP. Procopio is a service mark of Procopio, Cory, Hargreaves & Savitch LLP. Procopio Website Privacy Notice and Cookie Policy Terms of Use Privacy Notice for US State Residents Accessibility Statement Privacy Notice for California Employees and Job Applicants Site by Mindgruve (opens in a new tab) Accessibility Statement Procopio is committed to making its website available to all; meeting or exceeding the requirements of the Web Content Accessibility Guidelines 2.1 (WCAG 2.1) Level AA. We view accessibility as an ongoing effort and a constant priority. We will continue implementing additional accessibility features as the interpretations of existing and new guidelines evolve. If you encounter difficulty accessing any part of our website or need assistance, please contact us at [email protected] or 619.238.1900. 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Procopio Website Privacy Notice and Cookie Policy Terms of Use Privacy Notice for US State Residents Accessibility Statement Privacy Notice for California Employees and Job Applicants Site by Mindgruve (opens in a new tab) It's time to advance your career . Procopio’s commitment to unsurpassed customer service applies to our clients and our attorneys and staff. Join an AmLaw 200 firm and join an inclusive environment focused on your professional growth. Peruse our current openings using the links above . Become part of a growing team . Who better to say what life at Procopio is like than its own attorneys and staff? Hear from them directly in a series of short videos. 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Procopio Website Privacy Notice and Cookie Policy Terms of Use Privacy Notice for US State Residents Accessibility Statement Privacy Notice for California Employees and Job Applicants Site by Mindgruve (opens in a new tab) Events | Page 1 | Procopio Open Menu Main Menu Professionals Services & Sectors About Resources Events Careers Offices Contact Contact Offices Careers Newsletter Close Menu Home page Professionals Services & Sectors About Resources Events Careers Offices Contact Events Past Events Events Submit Search Form search Events Past Events Litigation, Intellectual Property Part 2: Choosing Your IP Strategy: Patent, Trade Secret, or Copyright? | Managing IP Disputes – A Five-Part Series Presented by Procopio & ACC May 20, 2026 12:00-1:00 PM PDT Litigation, Intellectual Property Part 3: Funding the Fight: Litigation Finance and Cost Strategies in IP Disputes | Managing IP Disputes – A Five-Part Series Presented by Procopio & ACC June 3, 2026 12:00-1:00 PM PDT Trusts and Estates Charitable Remainder Trusts: Utilizing CRATs and CRUTs to Minimize Income and Transfer Tax, SECURE 2.0 QCD June 6, 2026 10:00 - 11:00 am PT Litigation, Intellectual Property Part 4: IP Litigation Playbook: Strategic Tools for Protecting and Enforcing Your Rights | Managing IP Disputes – A Five-Part Series Presented by Procopio & ACC June 17, 2026 12:00-1:00 PM PDT Litigation, Intellectual Property Part 5: Winning the Endgame: Damages, Injunctions, and IP Remedies That Matter | | Managing IP Disputes – A Five-Part Series Presented by Procopio & ACC July 1, 2026 12:00-1:00 PM PDT Litigation, Commercial 2026 Procopio International Litigation and Arbitration Retreat August 27 – 28, 2026 Tax, International 2026 Procopio International Tax Institute October 28 – 30, 2026 Education 2026 Charter Schools Development Center (CSDC) Conference November 16 – 18, 2026 Events 1 - 8 of 8 Partner with us today. Partner with Procopio Contact Offices Careers Newsletter © 2026 Procopio, Cory, Hargreaves & Savitch LLP. Procopio is a service mark of Procopio, Cory, Hargreaves & Savitch LLP. Procopio Website Privacy Notice and Cookie Policy Terms of Use Privacy Notice for US State Residents Accessibility Statement Privacy Notice for California Employees and Job Applicants Site by Mindgruve (opens in a new tab) Contact - Procopio | Procopio Open Menu Main Menu Professionals Services & Sectors About Resources Events Careers Offices Contact Contact Offices Careers Newsletter Close Menu Home page Professionals Services & Sectors About Resources Events Careers Offices Contact ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ Partner with us today. Partner with Procopio Contact Offices Careers Newsletter © 2026 Procopio, Cory, Hargreaves & Savitch LLP. Procopio is a service mark of Procopio, Cory, Hargreaves & Savitch LLP. Procopio Website Privacy Notice and Cookie Policy Terms of Use Privacy Notice for US State Residents Accessibility Statement Privacy Notice for California Employees and Job Applicants Site by Mindgruve (opens in a new tab) Contact Find a Procopio office near you. Our Offices For more information on how we use the personal information we collect through our website, please see our Website Privacy Notice and Privacy Notice for US State Residents . First Name* Last Name* Phone Number Email Address* Company* Job Title* Message* SEND MESSAGE Search | Procopio Open Menu Main Menu Professionals Services & Sectors About Resources Events Careers Offices Contact Contact Offices Careers Newsletter Close Menu Home page Professionals Services & Sectors About Resources Events Careers Offices Contact Partner with us today. Partner with Procopio Contact Offices Careers Newsletter © 2026 Procopio, Cory, Hargreaves & Savitch LLP. Procopio is a service mark of Procopio, Cory, Hargreaves & Savitch LLP. Procopio Website Privacy Notice and Cookie Policy Terms of Use Privacy Notice for US State Residents Accessibility Statement Privacy Notice for California Employees and Job Applicants Site by Mindgruve (opens in a new tab) Newsletter Opt-in page Attorney Advertising. Copyright © 2025 Procopio, Cory, Hargreaves & Savitch LLP. All rights reserved. This publication is not intended to provide legal advice for a specific situation or to create an attorney-client relationship. Please read our  website privacy & cookie policy  and our  disclaimer.  |  Newsletter Opt-In --> Privacy Notice for California Employees and Job Applicants - Procopio | Procopio Open Menu Main Menu Professionals Services & Sectors About Resources Events Careers Offices Contact Contact Offices Careers Newsletter Close Menu Home page Professionals Services & Sectors About Resources Events Careers Offices Contact ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ Partner with us today. Partner with Procopio Contact Offices Careers Newsletter © 2026 Procopio, Cory, Hargreaves & Savitch LLP. Procopio is a service mark of Procopio, Cory, Hargreaves & Savitch LLP. Procopio Website Privacy Notice and Cookie Policy Terms of Use Privacy Notice for US State Residents Accessibility Statement Privacy Notice for California Employees and Job Applicants Site by Mindgruve (opens in a new tab) Privacy Notice for California Employees and Job Applicants Effective Date: January 1, 2023 Last Updated or Reviewed on : January 30, 2025 This Privacy Notice for California Employees and Job Applicants applies solely to the workforce members, including employees and job applicants who reside in the State of California ( “you”). Procopio Cory Hargreaves & Savitch, LLP (“PCHS” or “we”) adopts this notice to comply with the California Consumer Privacy Act (CCPA) and any terms defined in the CCPA have the same meaning when used in this notice. Information We Collect We collect information from our employees and job applicants that identifies, relates to, describes, references, is reasonably capable of being associated with, or could reasonably be linked, directly or indirectly, with a particular individual or household (“ personal information ”). In particular, PCHS has collected the following categories of personal information from its employees or job applicants within the last twelve (12) months: Category Examples Purpose Third Parties Shared A. Identifiers. A real name, alias, postal address, unique personal identifier (including State Bar numbers), online identifier, Internet Protocol address, email address, account name, Social Security number, driver’s license number, passport number, or other similar identifiers. (a) Performance of employment activities, including conducting payroll or providing benefits (b) Necessary for our legitimate interests, including to recruit and hire candidates (c) Necessary to comply with a legal obligation, for example government reporting and in the context of ongoing litigation   (a) Human resources information service providers (b) Financial investment service providers (c) Wellness program service providers (d) Insurance providers (e) Payroll service providers (f) Building management/security providers (g) Professional service providers, including external auditors (h) Parties, courts, mediators, or arbitrators in litigation   B. Personal information categories listed in the California Customer Records statute (Cal. Civ. Code § 1798.80(e)). A name, signature, Social Security number, physical characteristics or description, address, telephone number, passport number, driver’s license or state identification card number, insurance policy number, education, employment, employment history, bank account number, credit card number, debit card number, or any other financial information, medical information, or health insurance information. (a) Performance of employment activities, including conducting payroll or providing benefits (b) Necessary for our legitimate interests, including to recruit and hire candidates (c) Necessary to comply with a legal obligation, for example government reporting and in the context of ongoing litigation   (a) Human resources information service providers (b) Financial investment service providers (c) Wellness program service providers (d) Insurance providers (e) Payroll service providers (f) Building management/security providers (g) Professional service providers, including external auditors (h) Parties, courts, mediators, or arbitrators in litigation   C. Protected classification characteristics under California or federal law. Age (40 years or older), race, color, ancestry, national origin, citizenship, religion or creed, marital status, medical condition, physical or mental disability, sex (including gender, gender identity, gender expression, pregnancy or childbirth and related medical conditions), sexual orientation, veteran or military status, genetic information (including familial genetic information).   (a) Necessary for our legitimate interests (b) Necessary to comply with a legal obligation, for example government reporting and in the context of ongoing litigation   (a) Human resources information service providers (b) Financial investment service providers (c) Wellness program service providers (d) Insurance providers (e) Payroll service providers (f) Building management/security providers (g) Professional service providers, including external auditors (h) Parties, courts, mediators, or arbitrators in litigation   D. Internet or other similar network activity. Browsing history, search history, information on a consumer’s interaction with a website, application, or advertisement. (a) Necessary for our legitimate business interests (b) Necessary to comply with a legal obligation for example government reporting and in the context of ongoing litigation   (a) Analytics and business intelligence vendors (b) Cybersecurity vendors E. Geolocation data. Physical location or movements, including through access badges and surveillance cameras. (a) Necessary for our legitimate interests, for example to detect or prevent fraud or theft, and to ensure secure facilities.   N/A F. Professional or employment-related information. Current or past job history. (a) Necessary for our legitimate interests, including to recruit and hire candidates     (a) Parties, courts, mediators, or arbitrators in litigation   G. Non-public education information (per the Family Educational Rights and Privacy Act (20 U.S.C. Section 1232g, 34 C.F.R. Part 99)). Education records directly related to a student maintained by an educational institution or party acting on its behalf, such as grades, transcripts, class lists, student schedules, student identification codes, student financial information, or student disciplinary records. (a) Necessary for our legitimate interests, including to recruit and hire candidates     N/A H. Inferences drawn from other personal information. Profile reflecting a person’s preferences, characteristics, psychological trends, predispositions, behavior, attitudes, intelligence, abilities, and aptitudes. (a) Necessary for our legitimate interests, including to recruit and hire candidates N/A I. Sensitive personal information Personal information that reveals government IDs; information providing access to a financial account; racial or ethnic origin; personal information collected and analyzed concerning a consumer’s health, sex life, or sexual orientation. (a) Necessary for our legitimate interests, including to recruit and hire candidates (b) Necessary to comply with a legal obligation for example government reporting and in the context of ongoing litigation (a) Human resources information service providers (b) Financial investment service providers (c) Wellness program service providers (d) Insurance providers (e) Payroll service providers (f) Building management/security providers (g) Professional service providers, including external auditors (h) Diversity certification organizations (i) Prospective or current clients for purposes of responding to requests for proposals (j) Parties, courts, mediators, or arbitrators in litigation PCHS obtains the categories of personal information listed above from the following categories of sources: Directly from you. For example, from forms you complete or information you provide during the application process. Indirectly from you. For example, from Part 4: IP Litigation Playbook: Strategic Tools for Protecting and Enforcing Your Rights | Managing IP Disputes – A Five-Part Series Presented by Procopio & ACC - Procopio | Procopio Open Menu Main Menu Professionals Services & Sectors About Resources Events Careers Offices Contact Contact Offices Careers Newsletter Close Menu Home page Professionals Services & Sectors About Resources Events Careers Offices Contact ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ Partner with us today. Partner with Procopio Contact Offices Careers Newsletter © 2026 Procopio, Cory, Hargreaves & Savitch LLP. Procopio is a service mark of Procopio, Cory, Hargreaves & Savitch LLP. Procopio Website Privacy Notice and Cookie Policy Terms of Use Privacy Notice for US State Residents Accessibility Statement Privacy Notice for California Employees and Job Applicants Site by Mindgruve (opens in a new tab) Back to Events complimentary Part 4: IP Litigation Playbook: Strategic Tools for Protecting and Enforcing Your Rights | Managing IP Disputes – A Five-Part Series Presented by Procopio & ACC Register Join Procopio and ACC for Managing IP Disputes: Decisions that Drive Outcome , a five-part webinar series designed for in-house counsel navigating today’s most pressing litigation and dispute resolution challenges. Each session features experienced legal leaders sharing practical strategies on managing litigation, mitigating risk, handling internal investigations, navigating e-discovery, and more. Approved for 1-hour MCLE per session. This complimentary series requires registration. Continue with Part 4 on Wednesday, June 17, 2026, from 12:00–1:00 PM PT with IP Litigation Playbook: Strategic Tools for Protecting and Enforcing Your Rights , presented by Procopio Counsel Lyndsey Heaton and featuring Scott Lonardo, Head of Litigation, IP, and Product (Asana). This session will provide a practical look at the legal and strategic tools available in IP disputes, including enforcement options, defensive strategies, and how to align litigation tactics with business objectives. 📅 Reserve your spot to gain practical insights you can apply immediately. 17 Jun complimentary Part 4: IP Litigation Playbook: Strategic Tools for Protecting and Enforcing Your Rights | Managing IP Disputes – A Five-Part Series Presented by Procopio & ACC Register Date & Time Wednesday, June 17 12:00-1:00 PM PDT Stay up-to-date with the Procopio newsletter. Sign Up Now MEDIA CONTACT Patrick Ross, Senior Manager of Marketing & Communications Email P: 619.906.5740 EVENTS CONTACT Suzie Jayyusi, Senior Marketing Coordinator Events Planner Email P: 619.525.3818 LATIN AMERICA CONTACT Francisco Sanchez Losada, Marketing and Client Relations Manager Email P: 619.515.3225 ASIA PACIFIC CONTACT Sanae Trotter, Senior Manager for Client Relations Email P: 650.645.9015 Events Past Events