Staging environment

Show and Tell: M&A and Public Company AI Applications

Hosted by Wei Chen and Trevor A. Dutcher

Fri, Oct 9, 2026

2:30 PM UTC (1 hour)

Virtual (Zoom)

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AI Habits for Legal Professionals: Hands-On Workshop
Atticus Project
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What you'll learn

Rethink the M&A Workflow End to End

Learn how AI can handle M&A diligence, merger agreement issues, waterfalls, closing calendars, and post-closing payouts.

Automate the D&O and Proxy Prep Cycle

Learn what gets pulled from questionnaires, reports, and EDGAR, what rolls forward, and how to apply human judgement.

Keep Legal in Control of the Facts

Apply a practical model for AI workflows where lawyers stay accountable for facts and confirmations.

Why this topic matters

Deal work and public company disclosure are the most document heavy corners of corporate practice. Two lawyers show the AI workflows they built for that work: an M&A transaction walked end to end on a dummy deal, and the annual D&O questionnaire and proxy prep loop. You'll see what rolls forward automatically, where legal judgment still steps in, and what it took to build.

You'll learn from

Wei Chen

CLO & EVP Regulatory Strategy, Infoblox; Founder, The Atticus Project

Wei Chen is Chief Legal Officer and EVP of Regulatory Strategy at Infoblox, leading its global legal, regulatory, and public policy strategy to shape cybersecurity frameworks worldwide. She is the founder of The Atticus Project, a nonprofit advancing AI and legal research, where she led the creation of expert-annotated datasets and co-authored papers for top conferences like NeurIPS and ACL.

Wei created and instructs two executive courses: "AI Strategy for Legal Leaders" at Stanford Law School and "GenAI for the Legal Profession" at Berkeley Law.

Previously, Wei was SVP and Associate General Counsel of Strategic Transactions at Salesforce, and Assistant General Counsel at Sun Microsystems, following her private practice roles at Skadden and Cooley.

Trevor A. Dutcher

Founder & CEO of CorpTeam. 20+ years as an attorney and governance operator.

Trevor A. Dutcher is Founder & CEO of CorpTeam. An attorney and governance operator with 20+ years of experience, he logged five-year runs at each of three newly public, governance-light companies after practicing at Cooley. That operator seat, living the D&O questionnaire, proxy, and disclosure grind, is among the many friction points that led him to build CorpTeam as the automation toolset he always wished he'd had: corporate truth that holds up across time, and across systems, with humans confirming what matters. He now works with legal, finance and compliance leaders on contracts, policy, governance and public-company disclosure workflows.

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