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Advising Businesses on AI Agent Risk: Enforceable Policies Under Current Law

Spot AI agent liability before it reaches your client. Draft an enforceable AI use policy, allocate vendor risk, and build a reasonable-care defense under today’s state and federal law.

2026-06-25 13:00:00

1.5 hours

Program Details

2026-06-25 13:00:00

Program Details

2026-06-25 13:00:00

Over 1,000+ webinars

2026-06-25 13:00:00

1.5 hours

Course Overview

The Liability Already Exists; The Policy Usually Doesn't

2026-06-25 13:00:00

AI agents aren’t the chatbots your client’s vendor contracts were written for. They reach into internal databases, leak confidential data through compromised tools, and can even sign agreements on the company’s behalf — with no one approving each step.

The exposure is already live. Feed confidential data into a public tool and you can waive trade-secret protection under the DTSA. Screen applicants with a biased tool and you risk Title VII liability. The FTC has drawn the line in Rite Aid and DoNotPay, and new AI laws in Colorado, California, and Texas apply right now.

Any lawyer whose client runs these agents without a policy is working from outdated templates. Walk out with the build: approved-tool lists keyed to data sensitivity, sign-off rules, vendor terms to demand, and IP-ownership language after Thaler v. Perlmutter.

Format

CLE Credit

1.5h CLE Credits

Level

Intermediate

Length

1.5

Key topics that will be covered

01
AI use policy
Draft an enforceable policy with approved-tool lists keyed to data classification and human-in-the-loop sign-off thresholds.
02
Vendor and IP terms
Negotiate the vendor terms to insist on and the IP-ownership language that survives Thaler v. Perlmutter.
03
Agent contract formation
Determine when an autonomous agent binds your client under UETA, E-SIGN, and the UCC.
04
Data leakage and trade secrets
Prevent MCP-connected agents from turning internal data into third-party disclosures that waive DTSA protection.
05
FTC Section 5 exposure
Apply the Rite Aid and DoNotPay consent orders to your client’s AI deployment.
06
State laws and Title VII
Comply with the new Colorado, California, and Texas AI laws and screen for Title VII risk in AI hiring tools.

Program schedule

clock 1:00 pm - 1:30 pm EST

Drafting an Enforceable Corporate AI Use Policy

Draft enforceable AI use policy: approved-tool lists keyed to data classification, human-in-the-loop thresholds, IP-ownership rules after Thaler v. Perlmutter, vendor vetting standards, and incident response built to support a reasonable-care defense.

Chiara PortnerChiara Portner
clock 1:30 pm - 2:00 pm EST

AI Liability: Emerging State Laws, FTC & Title VII Traps

This session maps the legal exposure businesses face without a sound AI use policy, covering FTC Section 5 enforcement, state AI compliance obligations, and Title VII risk from AI-driven hiring. Attorneys gain a practical framework for counseling clients on the full spectrum of AI risk.

Bushra SamimiBushra Samimi
clock 2:10 pm - 2:40 pm EST

Legal Risk from AI Agents and the Current Regulatory Landscape

Learn how autonomous agents and MCP turn internal data into third-party disclosures, when an agent binds your client under UETA, E-SIGN, and the UCC, and where privacy and preemption rules already apply.

Kristie PrinzKristie Prinz
Kristie Prinz

Kristie Prinz

The Prinz Law Office

Chiara Portner

Chiara Portner

Lathrop GPM

Bushra Samimi

Bushra Samimi

Lathrop GPM

Kristie Prinz

Kristie Prinz

The Prinz Law Office

Kristie Prinz is a software, AI, tech, digital health, and IP business lawyer in Silicon Valley, who has been providing technical business advice to early-stage start-ups and mid-market companies for 28 years.

Education & Credentials

Kristie graduated from Furman University and Vanderbilt Law School and is licensed to practice law in the states of California and Georgia.

Recognition & Leadership

Kristie founded the Silicon Valley Software Advisors Group, which is a national networking group of business advisors who focus on the software and SaaS industries, as well as the AI Advisors Group, which is a national thought leadership group of business advisors who advise AI companies and/or work in providing AI-related services to businesses. Additionally, she leads the Silicon Valley Virtual I home group in ProVisors, which is a national networking and referral group of more than 11,000 professionals. She was selected as a Super Lawyer in Northern California in 2024 and 2025.

Professional Involvement

Kristie is a frequent speaker and media contributor on software, AI, tech, digital health, and IP law issues. She is the author of “Managing the Legal Risks of Artificial Intelligence on Intellectual Property and Confidential Information” which was published by the Consulting Psychology Journal in 2025. She is also the author of the Silicon Valley Software Law Blog and the Silicon Valley Digital Health Blog. Her recent programs include the June 2026 webinar “Advising Businesses on AI Agent Risk.” She is also a member of the Business Section of the American Bar Association, the Business and Privacy Sections of the California Bar Association, and the Privacy and Technology Section of the Georgia Bar Association.

Experience

Kristie’s clients are primarily in the software-as-a-service (“SaaS”), AI, technology, and digital health industries. Kristie generally advises them on business transactions and legal issues involving customers, resellers, suppliers & distributors, business partners, and buyers/sellers. Kristie not only works with companies in Silicon Valley as well as other parts of California, but also in developing technology hubs across the U.S. and in overseas markets such as Canada, Mexico, Central America, Europe, the United Kingdom, Australia, and New Zealand. She is the founder of The Prinz Law Office, headquartered in San Jose with offices in Palo Alto, Irvine, and San Diego. Before founding the firm, she practiced with Pennie & Edmonds, LLP in Palo Alto and Schnader Harrison Segal & Lewis, LLP in Atlanta, Georgia.
Chiara Portner

Chiara Portner

Lathrop GPM

Chiara Portner is a Partner at Lathrop GPM, where she serves as outside corporate counsel and an outsourced member of her clients’ legal teams. She helps companies monetize and commercialize their technology, services, and products and advises on privacy and AI compliance. Her practice spans artificial intelligence, intellectual property, and privacy and data security, with a focus on technology transactions, licensing arrangements, and other complex commercial contracts. Chiara represents start-ups, emerging companies, and entrepreneurs as well as mid-market and public companies — including B2B, B2C, and B2B2C businesses ranging from software, AI, mobile app, IoT, and SaaS startups to e-tailers, retail clothing brands, and large public companies.

Education & Credentials

Chiara earned her J.D. from Santa Clara University School of Law and her B.A. in Political Science from the University of California, San Diego. She is a Certified Information Privacy Professional (CIPP/US) and has been admitted to the California bar since 2002.

Recognition & Leadership

Chiara is the Partner-in-Charge of Lathrop GPM's Redwood Shores office and Co-Chair of the firm's Cyber Security and Tech Transactions group.

Professional Involvement

Chiara is a member of the International Association of Privacy Professionals (IAPP) and serves on the Licensing and AI Committees of the Intellectual Property Owners Association (IPO). A frequent author and presenter on privacy and AI, her recent work includes "Compliance with the New CCPA Regulations" (Data Protection Leader, 2026) and "Due Process for the Algorithmically Screened — Illinois Adds New Rules to the AI Hiring Playbook" (DataGuidance, 2026), along with presentations on California privacy law and emerging enforcement developments. She also serves as Philanthropy Liaison for the National Charity League.

Experience

Chiara has drafted AI product addenda for a cloud-based developer platform's generative AI offerings, negotiated agreements licensing AI technologies to a global enterprise software provider, and advised companies on designing and implementing internal AI governance programs and usage policies. She counsels clients on compliant AI product use, data governance, and the protection of trade secrets associated with AI systems, and assists businesses with compliance under new state AI laws. Her broader transactional work includes enterprise SaaS, PaaS, IaaS, OEM, distributor, and reseller agreements, and she has prepared privacy and data security policies addressing the CCPA, GDPR, and other state, federal, and international requirements.
Bushra Samimi

Bushra Samimi

Lathrop GPM

Bushra Samimi is an Associate at Lathrop GPM who assists clients with commercial and technology-based transactions — including SaaS Master Service Agreements, Referral Partner Agreements, Terms of Service, and other related agreements — as well as privacy and data protection compliance matters.

Education & Credentials

Bushra earned her J.D. from the University of California College of the Law, San Francisco, and her B.A. in Political Economy from the University of California, Berkeley. She holds the CIPP/US certification for U.S. private-sector privacy from the International Association of Privacy Professionals (IAPP), the global standard in privacy certification, and has been admitted to the California bar since 2021.

Recognition & Leadership

Bushra has contributed to Lathrop GPM's 2026 Legal Guide to Privacy and Data Security, helping shape the firm's published guidance on an expanding privacy and cybersecurity regulatory environment. Her CIPP/US certification — the global standard in privacy certification — reflects a recognized command of U.S. private-sector privacy law.

Professional Involvement

A member of the International Association of Privacy Professionals, Bushra writes on emerging privacy and data security issues. Her recent client-facing analyses include "CCPA 2026: Navigating the Expanded Consumer Privacy Compliance Requirements for Businesses" and "What Closely Held Businesses Need to Know About Data Privacy and Cybersecurity."

Experience

Bushra is experienced in advising life sciences and technology companies on venture financing, mergers and acquisitions, and capital market transactions. Before joining Lathrop GPM, she served as a privacy consultant at a life sciences company and practiced as an associate at Goodwin Procter.
Kristie Prinz

Kristie Prinz

The Prinz Law Office

Kristie Prinz is a software, AI, tech, digital health, and IP business lawyer in Silicon Valley, who has been providing technical business advice to early-stage start-ups and mid-market companies for 28 years.

Education & Credentials

Kristie graduated from Furman University and Vanderbilt Law School and is licensed to practice law in the states of California and Georgia.

Recognition & Leadership

Kristie founded the Silicon Valley Software Advisors Group, which is a national networking group of business advisors who focus on the software and SaaS industries, as well as the AI Advisors Group, which is a national thought leadership group of business advisors who advise AI companies and/or work in providing AI-related services to businesses. Additionally, she leads the Silicon Valley Virtual I home group in ProVisors, which is a national networking and referral group of more than 11,000 professionals. She was selected as a Super Lawyer in Northern California in 2024 and 2025.

Professional Involvement

Kristie is a frequent speaker and media contributor on software, AI, tech, digital health, and IP law issues. She is the author of “Managing the Legal Risks of Artificial Intelligence on Intellectual Property and Confidential Information” which was published by the Consulting Psychology Journal in 2025. She is also the author of the Silicon Valley Software Law Blog and the Silicon Valley Digital Health Blog. Her recent programs include the June 2026 webinar “Advising Businesses on AI Agent Risk.” She is also a member of the Business Section of the American Bar Association, the Business and Privacy Sections of the California Bar Association, and the Privacy and Technology Section of the Georgia Bar Association.

Experience

Kristie’s clients are primarily in the software-as-a-service (“SaaS”), AI, technology, and digital health industries. Kristie generally advises them on business transactions and legal issues involving customers, resellers, suppliers & distributors, business partners, and buyers/sellers. Kristie not only works with companies in Silicon Valley as well as other parts of California, but also in developing technology hubs across the U.S. and in overseas markets such as Canada, Mexico, Central America, Europe, the United Kingdom, Australia, and New Zealand. She is the founder of The Prinz Law Office, headquartered in San Jose with offices in Palo Alto, Irvine, and San Diego. Before founding the firm, she practiced with Pennie & Edmonds, LLP in Palo Alto and Schnader Harrison Segal & Lewis, LLP in Atlanta, Georgia.
Chiara Portner

Chiara Portner

Lathrop GPM

Chiara Portner is a Partner at Lathrop GPM, where she serves as outside corporate counsel and an outsourced member of her clients’ legal teams. She helps companies monetize and commercialize their technology, services, and products and advises on privacy and AI compliance. Her practice spans artificial intelligence, intellectual property, and privacy and data security, with a focus on technology transactions, licensing arrangements, and other complex commercial contracts. Chiara represents start-ups, emerging companies, and entrepreneurs as well as mid-market and public companies — including B2B, B2C, and B2B2C businesses ranging from software, AI, mobile app, IoT, and SaaS startups to e-tailers, retail clothing brands, and large public companies.

Education & Credentials

Chiara earned her J.D. from Santa Clara University School of Law and her B.A. in Political Science from the University of California, San Diego. She is a Certified Information Privacy Professional (CIPP/US) and has been admitted to the California bar since 2002.

Recognition & Leadership

Chiara is the Partner-in-Charge of Lathrop GPM's Redwood Shores office and Co-Chair of the firm's Cyber Security and Tech Transactions group.

Professional Involvement

Chiara is a member of the International Association of Privacy Professionals (IAPP) and serves on the Licensing and AI Committees of the Intellectual Property Owners Association (IPO). A frequent author and presenter on privacy and AI, her recent work includes "Compliance with the New CCPA Regulations" (Data Protection Leader, 2026) and "Due Process for the Algorithmically Screened — Illinois Adds New Rules to the AI Hiring Playbook" (DataGuidance, 2026), along with presentations on California privacy law and emerging enforcement developments. She also serves as Philanthropy Liaison for the National Charity League.

Experience

Chiara has drafted AI product addenda for a cloud-based developer platform's generative AI offerings, negotiated agreements licensing AI technologies to a global enterprise software provider, and advised companies on designing and implementing internal AI governance programs and usage policies. She counsels clients on compliant AI product use, data governance, and the protection of trade secrets associated with AI systems, and assists businesses with compliance under new state AI laws. Her broader transactional work includes enterprise SaaS, PaaS, IaaS, OEM, distributor, and reseller agreements, and she has prepared privacy and data security policies addressing the CCPA, GDPR, and other state, federal, and international requirements.
Bushra Samimi

Bushra Samimi

Lathrop GPM

Bushra Samimi is an Associate at Lathrop GPM who assists clients with commercial and technology-based transactions — including SaaS Master Service Agreements, Referral Partner Agreements, Terms of Service, and other related agreements — as well as privacy and data protection compliance matters.

Education & Credentials

Bushra earned her J.D. from the University of California College of the Law, San Francisco, and her B.A. in Political Economy from the University of California, Berkeley. She holds the CIPP/US certification for U.S. private-sector privacy from the International Association of Privacy Professionals (IAPP), the global standard in privacy certification, and has been admitted to the California bar since 2021.

Recognition & Leadership

Bushra has contributed to Lathrop GPM's 2026 Legal Guide to Privacy and Data Security, helping shape the firm's published guidance on an expanding privacy and cybersecurity regulatory environment. Her CIPP/US certification — the global standard in privacy certification — reflects a recognized command of U.S. private-sector privacy law.

Professional Involvement

A member of the International Association of Privacy Professionals, Bushra writes on emerging privacy and data security issues. Her recent client-facing analyses include "CCPA 2026: Navigating the Expanded Consumer Privacy Compliance Requirements for Businesses" and "What Closely Held Businesses Need to Know About Data Privacy and Cybersecurity."

Experience

Bushra is experienced in advising life sciences and technology companies on venture financing, mergers and acquisitions, and capital market transactions. Before joining Lathrop GPM, she served as a privacy consultant at a life sciences company and practiced as an associate at Goodwin Procter.

Credits by state

AK1.5
AL1.5
AR1.5
AZ1.5
CA1.5
CO1.5
CT1.5
DC
DE1.5
FL2.0
GA1.5
HI1.5
IA1.5
ID1.5
IL1.5
IN1.5
KS1.5
KY1.5
LA1.5
MA1.5
MD1.5
ME1.5
MI1.5
MN1.5
MO1.8
MS1.5
MT1.5
NC1.5
ND1.5
NE1.5
NH90.0
NJ1.5
NM1.5
NV1.5
NY1.5
OH1.5
OK2.0
OR1.5
PA1.5
RI2.0
SC1.5
SD1.5
TN1.5
TX1.5
UT1.5
VA1.5
VT1.5
WA1.5
WI1.5
WV1.8
WY1.5

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MCLE Credits

Alabama
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Pending
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Delaware
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District of Columbia
No Required
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Idaho
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Iowa
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Kentucky
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Maryland
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Massachusetts
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Michigan
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Minnesota
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Mississippi
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Missouri
Approved
Montana
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Nebraska
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Nevada
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New Hampshire
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New Jersey
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New Mexico
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New York
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North Carolina
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North Dakota
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Ohio
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Oklahoma
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Oregon
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Pennsylvania
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Rhode Island
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South Carolina
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Tennessee
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Texas
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Utah
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Vermont
Approved
Virginia
Not Eligible
Washington
Approved
West Virginia
Pending
Wisconsin
Approved
Wyoming
Pending

Alabama

Requirements

The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.  

Formats

  • Attorneys can earn unlimited “live” credit through live seminars, live webcasts, and co-sponsored locations with MyLAWCLE-Alabama approved programs
  • Attorneys are limited to 6 credits per compliance period of “online” programs through MyLAwCLE On-Demand programs