Course1

Drafting Business Service Agreements

$79.00

Companies are increasingly focused on their “core competencies,” outsourcing all other functions – sales, bookkeeping, IT, customer and product support, warranty work – to third party professionals and their companies.  Drafting agreements to capture this work is unlike drafting a conventional employment agreement.  It requires a sophisticated understanding of the service, benchmarks for performance and reporting, and the protection of confidential business information. The underlying agreement must comprehend how all of these elements operate together.  This program will provide you with a practical guide to drafting services agreements in business.  Drafting services agreements for “hard” and “soft” services Scope of services provided, modification of services, and relationship to fees Performance standards and timeliness of delivery of services Types of fee structures and common traps Ensuring ownership of key files, records, “know how,” customer lists, and trade secrets Issues related to sub-contracting, designation of agents, and assignment of the contract Conflicts of interest, limitation of liability, and indemnification  Speaker:   Joel R. Buckberg is a partner in the Nashville office of Baker Donelson, LLP.  He more than 40 years’ experience in corporate and business transactions.  His practice focuses on corporate and asset transactions and operations, particularly in hospitality, franchising and distribution.  He also counsels clients on strategic planning, financing, mergers and acquisitions, system policy and practice development, regulatory compliance and contract system drafting. Prior to joining Baker Donelson, he was executive vice president and deputy general counsel of Cendant Corporation.      

  • MP3 Download
    Format
  • 60
    Minutes
  • 5/24/2026
    Avail. Until
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Course1

Drafting Business Service Agreements

$79.00

Master the essential elements of service agreements that govern the vast majority of modern business relationships where performance obligations meet payment terms in complex commercial arrangements. This comprehensive program provides practical guidance on structuring service contracts that protect client interests while facilitating successful business relationships. Learn to balance performance expectations with realistic delivery capabilities in service-based industries.   Define service specifications and performance standards that create enforceable obligations without impossibility Structure payment terms and billing arrangements that align compensation with service delivery milestones Draft intellectual property and confidentiality provisions appropriate for service-based business relationships Address termination rights and transition obligations that protect clients during service provider changes   Speaker: Joel R. Buckberg is a shareholder in the Nashville office of Baker, Donelson, Bearman, Caldwell & Berkowitz, P.C. and chair of the firm’s commercial transactions and business consulting group. He has more than 45 years’ experience structuring and drafting commercial, corporate and business transactions. He also counsels clients on strategic planning, financing, mergers and acquisitions, system policy and practice development, regulatory compliance and contract system drafting. Prior to joining Baker Donelson, he was executive vice president and deputy general counsel of Cendant Corporation.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 5/28/2026
    Presented
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Course1

Drafting Business Service Agreements

$79.00

Master the essential elements of service agreements that govern the vast majority of modern business relationships where performance obligations meet payment terms in complex commercial arrangements. This comprehensive program provides practical guidance on structuring service contracts that protect client interests while facilitating successful business relationships. Learn to balance performance expectations with realistic delivery capabilities in service-based industries.   Define service specifications and performance standards that create enforceable obligations without impossibility Structure payment terms and billing arrangements that align compensation with service delivery milestones Draft intellectual property and confidentiality provisions appropriate for service-based business relationships Address termination rights and transition obligations that protect clients during service provider changes   Speaker: Joel R. Buckberg is a shareholder in the Nashville office of Baker, Donelson, Bearman, Caldwell & Berkowitz, P.C. and chair of the firm’s commercial transactions and business consulting group. He has more than 45 years’ experience structuring and drafting commercial, corporate and business transactions. He also counsels clients on strategic planning, financing, mergers and acquisitions, system policy and practice development, regulatory compliance and contract system drafting. Prior to joining Baker Donelson, he was executive vice president and deputy general counsel of Cendant Corporation.

  • Teleseminar
    Format
  • 60
    Minutes
  • 5/28/2026
    Presented
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Course1

LIVE REPLAY: 2026 AI Update

$79.00

Artificial intelligence continues to revolutionize legal practice at an unprecedented pace, creating both remarkable opportunities and complex ethical challenges for today's practitioners. This essential program provides comprehensive guidance on AI integration, regulatory developments, and professional responsibility considerations that every modern lawyer must understand. Stay ahead of the technological curve while maintaining the highest standards of professional competence and client service.   Master current AI applications transforming legal research, document review, and case analysis Navigate emerging regulatory frameworks governing AI use in legal practice Address ethical considerations including bias, transparency, and client confidentiality in AI systems Implement best practices for AI adoption while managing malpractice and security risks   Speaker: Sean Belding has experience drafting asset purchase and sale agreements, intellectual property licenses, service agreements, and distribution and reseller agreements. Sean also has experience drafting information security agreements, terms of use, and privacy policies, and advising clients regarding data privacy and security matters. He has also drafted complex settlement agreements, advised clients on best practices for intellectual property protection and management, and developed patent and commercial litigation strategies, including noninfringement positions, invalidity arguments, and motion practice.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 6/2/2026
    Presented
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Course1

LIVE REPLAY: 2026 AI Update

$79.00

Artificial intelligence continues to revolutionize legal practice at an unprecedented pace, creating both remarkable opportunities and complex ethical challenges for today's practitioners. This essential program provides comprehensive guidance on AI integration, regulatory developments, and professional responsibility considerations that every modern lawyer must understand. Stay ahead of the technological curve while maintaining the highest standards of professional competence and client service.   Master current AI applications transforming legal research, document review, and case analysis Navigate emerging regulatory frameworks governing AI use in legal practice Address ethical considerations including bias, transparency, and client confidentiality in AI systems Implement best practices for AI adoption while managing malpractice and security risks   Speaker: Sean Belding has experience drafting asset purchase and sale agreements, intellectual property licenses, service agreements, and distribution and reseller agreements. Sean also has experience drafting information security agreements, terms of use, and privacy policies, and advising clients regarding data privacy and security matters. He has also drafted complex settlement agreements, advised clients on best practices for intellectual property protection and management, and developed patent and commercial litigation strategies, including noninfringement positions, invalidity arguments, and motion practice.

  • Teleseminar
    Format
  • 60
    Minutes
  • 6/2/2026
    Presented
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Course1

Drafting Stockholder Agreements, Part 1

$79.00

Stockholders’ agreements can make or break a closely held company.  Voting control is allocated, distribution policies established, buy-sell mechanisms defined, and the relationship of the owners organized.  Most of the big decisions of a closely held company are made in the stockholders’ agreement. In the context of S Corporations, these agreements take on even more importance in the form of various restrictions to ensure the corporation does not lose its pass-through status for federal income tax purposes. This program will provide you with a guide to planning and drafting the most essential provisions of stockholders’ agreements for C and S corporations.    Day 1: Practical uses of stockholders’ agreements Management and voting rights – what events trigger a vote and by whom Economic rights – distributions, taxes, and liquidations Information rights – access to operational, financial and tax information   Day 2: Restrictions on transferability and mechanisms to buy/sell restricted stock Valuation methodologies for stock that does not have a liquid market Protective provisions for S Corps – preventing transfers to ineligible holders Provisions for approving the termination an S Corp election Close corporations and the ability to govern the company without a board of directors   Speaker: Frank Ciatto is a partner in the Washington, D.C. office of Venable, LLP, where he has 20 years’ experience advising clients on mergers and acquisitions, limited liability companies, tax and accounting issues, and corporate finance transactions.  He is a leader of his firm’s private equity and hedge fund groups and a member of the Mergers & Acquisitions Subcommittee of the ABA Business Law Section.  He is a Certified Public Accountant and earlier in his career worked at what is now PricewaterhouseCoopers in New York.  Molly Merritts is an attorney in the Washington, D.C. office of Venable, LLP, where she focuses her practice on a wide range of corporate law matters, including mergers and acquisitions, debt and equity financing, and real estate investment trusts. She also advises clients on corporate governance matters, transactional and commercial contract negotiations, and corporate reorganizations.  

  • MP3 Download
    Format
  • 60
    Minutes
  • 6/12/2026
    Avail. Until
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Course1

Drafting Stockholder Agreements, Part 2

$79.00

Stockholders’ agreements can make or break a closely held company.  Voting control is allocated, distribution policies established, buy-sell mechanisms defined, and the relationship of the owners organized.  Most of the big decisions of a closely held company are made in the stockholders’ agreement. In the context of S Corporations, these agreements take on even more importance in the form of various restrictions to ensure the corporation does not lose its pass-through status for federal income tax purposes. This program will provide you with a guide to planning and drafting the most essential provisions of stockholders’ agreements for C and S corporations.    Day 1: Practical uses of stockholders’ agreements Management and voting rights – what events trigger a vote and by whom Economic rights – distributions, taxes, and liquidations Information rights – access to operational, financial and tax information   Day 2: Restrictions on transferability and mechanisms to buy/sell restricted stock Valuation methodologies for stock that does not have a liquid market Protective provisions for S Corps – preventing transfers to ineligible holders Provisions for approving the termination an S Corp election Close corporations and the ability to govern the company without a board of directors   Speaker: Frank Ciatto is a partner in the Washington, D.C. office of Venable, LLP, where he has 20 years’ experience advising clients on mergers and acquisitions, limited liability companies, tax and accounting issues, and corporate finance transactions.  He is a leader of his firm’s private equity and hedge fund groups and a member of the Mergers & Acquisitions Subcommittee of the ABA Business Law Section.  He is a Certified Public Accountant and earlier in his career worked at what is now PricewaterhouseCoopers in New York.  Molly Merritts is an attorney in the Washington, D.C. office of Venable, LLP, where she focuses her practice on a wide range of corporate law matters, including mergers and acquisitions, debt and equity financing, and real estate investment trusts. She also advises clients on corporate governance matters, transactional and commercial contract negotiations, and corporate reorganizations.  

  • MP3 Download
    Format
  • 60
    Minutes
  • 6/13/2026
    Avail. Until
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Course1

Drafting Stockholder Agreements, Part 1

$79.00

Master the foundational elements of stockholder agreements that govern ownership relationships, decision-making authority, and wealth transfer in closely-held corporations. This program provides essential guidance on structuring shareholder arrangements that balance control, liquidity, and family harmony in private company contexts. Build the knowledge base necessary for effective corporate governance planning in family and closely-held business enterprises.   Design voting agreements and control mechanisms that ensure effective corporate governance Structure buy-sell provisions that establish fair valuation methods and funding mechanisms Address employment and compensation issues affecting shareholder-employees in closely-held corporations Draft transfer restrictions and right of first refusal provisions that maintain ownership control   Speakers: Frank Ciatto is a partner in the Washington, D.C. office of Venable, LLP, where he has 20 years’ experience advising clients on mergers and acquisitions, limited liability companies, tax and accounting issues, and corporate finance transactions. He is a leader of his firm’s private equity and hedge fund groups and a member of the Mergers & Acquisitions Subcommittee of the ABA Business Law Section. He is a Certified Public Accountant and earlier in his career worked at what is now PricewaterhouseCoopers in New York.   Molly Merritts is an attorney in the Washington, D.C. office of Venable, LLP, where she focuses her practice on a wide range of corporate law matters, including mergers and acquisitions, debt and equity financing, and real estate investment trusts. She also advises clients on corporate governance matters, transactional and commercial contract negotiations, and corporate reorganizations.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 6/15/2026
    Presented
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Course1

Drafting Stockholder Agreements, Part 1

$79.00

Master the foundational elements of stockholder agreements that govern ownership relationships, decision-making authority, and wealth transfer in closely-held corporations. This program provides essential guidance on structuring shareholder arrangements that balance control, liquidity, and family harmony in private company contexts. Build the knowledge base necessary for effective corporate governance planning in family and closely-held business enterprises.   Design voting agreements and control mechanisms that ensure effective corporate governance Structure buy-sell provisions that establish fair valuation methods and funding mechanisms Address employment and compensation issues affecting shareholder-employees in closely-held corporations Draft transfer restrictions and right of first refusal provisions that maintain ownership control   Speakers: Frank Ciatto is a partner in the Washington, D.C. office of Venable, LLP, where he has 20 years’ experience advising clients on mergers and acquisitions, limited liability companies, tax and accounting issues, and corporate finance transactions. He is a leader of his firm’s private equity and hedge fund groups and a member of the Mergers & Acquisitions Subcommittee of the ABA Business Law Section. He is a Certified Public Accountant and earlier in his career worked at what is now PricewaterhouseCoopers in New York.   Molly Merritts is an attorney in the Washington, D.C. office of Venable, LLP, where she focuses her practice on a wide range of corporate law matters, including mergers and acquisitions, debt and equity financing, and real estate investment trusts. She also advises clients on corporate governance matters, transactional and commercial contract negotiations, and corporate reorganizations.

  • Teleseminar
    Format
  • 60
    Minutes
  • 6/15/2026
    Presented
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Course1

Drafting Stockholder Agreements, Part 2

$79.00

Advance your stockholder agreement expertise with sophisticated strategies for complex ownership structures and specialized corporate governance arrangements. This program builds on foundational concepts to address challenging scenarios including multi-generational ownership, professional investors, and succession planning considerations. Develop the specialized knowledge required for the most complex closely-held corporation planning.     Master complex ownership structures including voting trusts, family limited partnerships, and holding companies Address drag-along and tag-along rights in professional investor and venture capital contexts Navigate succession planning and generational transfer issues affecting family business continuity Structure innovative governance mechanisms that adapt to changing family and business dynamics   Speakers: Frank Ciatto is a partner in the Washington, D.C. office of Venable, LLP, where he has 20 years’ experience advising clients on mergers and acquisitions, limited liability companies, tax and accounting issues, and corporate finance transactions. He is a leader of his firm’s private equity and hedge fund groups and a member of the Mergers & Acquisitions Subcommittee of the ABA Business Law Section. He is a Certified Public Accountant and earlier in his career worked at what is now PricewaterhouseCoopers in New York.   Molly Merritts is an attorney in the Washington, D.C. office of Venable, LLP, where she focuses her practice on a wide range of corporate law matters, including mergers and acquisitions, debt and equity financing, and real estate investment trusts. She also advises clients on corporate governance matters, transactional and commercial contract negotiations, and corporate reorganizations.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 6/16/2026
    Presented
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Course1

Drafting Stockholder Agreements, Part 2

$79.00

Advance your stockholder agreement expertise with sophisticated strategies for complex ownership structures and specialized corporate governance arrangements. This program builds on foundational concepts to address challenging scenarios including multi-generational ownership, professional investors, and succession planning considerations. Develop the specialized knowledge required for the most complex closely-held corporation planning.     Master complex ownership structures including voting trusts, family limited partnerships, and holding companies Address drag-along and tag-along rights in professional investor and venture capital contexts Navigate succession planning and generational transfer issues affecting family business continuity Structure innovative governance mechanisms that adapt to changing family and business dynamics   Speakers: Frank Ciatto is a partner in the Washington, D.C. office of Venable, LLP, where he has 20 years’ experience advising clients on mergers and acquisitions, limited liability companies, tax and accounting issues, and corporate finance transactions. He is a leader of his firm’s private equity and hedge fund groups and a member of the Mergers & Acquisitions Subcommittee of the ABA Business Law Section. He is a Certified Public Accountant and earlier in his career worked at what is now PricewaterhouseCoopers in New York.   Molly Merritts is an attorney in the Washington, D.C. office of Venable, LLP, where she focuses her practice on a wide range of corporate law matters, including mergers and acquisitions, debt and equity financing, and real estate investment trusts. She also advises clients on corporate governance matters, transactional and commercial contract negotiations, and corporate reorganizations.

  • Teleseminar
    Format
  • 60
    Minutes
  • 6/16/2026
    Presented
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Course1

Effective Contract Drafting: Fundamentals, Negotiation Strategies & Key Provisions

$79.00

Master the essential skills of contract drafting where precise language meets strategic thinking to create enforceable agreements that serve client interests while preventing costly disputes. This comprehensive program provides systematic approaches to contract creation, from initial structure and organization to final negotiation and execution. Transform routine contracting into strategic advantage through superior drafting techniques and negotiation strategies.   Design contract structures and organization that enhance clarity while protecting client interests Master essential drafting techniques including defined terms, conditions precedent, and performance standards Develop negotiation strategies that balance relationship preservation with optimal contract terms Address common drafting pitfalls and ambiguities that create unnecessary litigation risks and client exposure   Speaker: Steven O. Weise is a partner in the Los Angeles office Proskauer Rose, LLP, where his practice encompasses all areas of commercial law. He has extensive experience in financings, particularly those secured by personal property.He also handles matters involving real property anti-deficiency laws, workouts, guarantees, sales of goods, letters of credit, commercial paper and checks, and investment securities.Mr. Weise formerly served as chair of the ABA Business Law Section. He has also served as a member of the Permanent Editorial Board of the UCC and as an Advisor to the UCC Code Article 9 Drafting Committee.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 6/24/2026
    Presented
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Course1

Effective Contract Drafting: Fundamentals, Negotiation Strategies & Key Provisions

$79.00

Master the essential skills of contract drafting where precise language meets strategic thinking to create enforceable agreements that serve client interests while preventing costly disputes. This comprehensive program provides systematic approaches to contract creation, from initial structure and organization to final negotiation and execution. Transform routine contracting into strategic advantage through superior drafting techniques and negotiation strategies.   Design contract structures and organization that enhance clarity while protecting client interests Master essential drafting techniques including defined terms, conditions precedent, and performance standards Develop negotiation strategies that balance relationship preservation with optimal contract terms Address common drafting pitfalls and ambiguities that create unnecessary litigation risks and client exposure   Speaker: Steven O. Weise is a partner in the Los Angeles office Proskauer Rose, LLP, where his practice encompasses all areas of commercial law. He has extensive experience in financings, particularly those secured by personal property.He also handles matters involving real property anti-deficiency laws, workouts, guarantees, sales of goods, letters of credit, commercial paper and checks, and investment securities.Mr. Weise formerly served as chair of the ABA Business Law Section. He has also served as a member of the Permanent Editorial Board of the UCC and as an Advisor to the UCC Code Article 9 Drafting Committee.

  • Teleseminar
    Format
  • 60
    Minutes
  • 6/24/2026
    Presented
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Course1

Contracting in a World of AI Chaos

$79.00

Navigate the unprecedented challenges of creating binding agreements in an era where artificial intelligence transforms contract formation, performance, and interpretation in ways traditional legal frameworks never anticipated. This cutting-edge program addresses the intersection of contract law and AI technology, from automated contract generation to AI-powered performance monitoring. Master the emerging legal landscape that governs commercial relationships in our AI-driven economy.   Address liability and performance issues when AI systems are involved in contract formation and execution Navigate intellectual property and data rights affecting AI-generated contract terms and automated decision-making Understand regulatory compliance requirements affecting AI use in commercial contracting and performance monitoring Draft provisions addressing AI system failures, updates, and technology obsolescence in long-term agreements   Speaker: Laila Pastzti focuses her practice on technology and intellectual property transactions with deep experience in artificial intelligence and machine learning, helping clients manage risk and protect their commercial interests. A former machine-learning engineer, she advises on acquiring and integrating AI technologies—particularly in health care—guiding clients through regulations governing diagnostics, medical devices, patient care, reimbursement and operational management. Recognized as a “trailblazer in AI law,” she offers practical insight into AI investment, use and commercialization. Her work also spans technology aspects of mergers and acquisitions, corporate finance, licensing and commercial deals, representing both buyers and sellers in multinational transactions. Frequently sought for her expertise in privacy, cybersecurity, big-data diligence, IP strategy and AI commercialization, she brings sophisticated guidance to complex technology-driven matters.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 6/25/2026
    Presented
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Course1

Contracting in a World of AI Chaos

$79.00

Navigate the unprecedented challenges of creating binding agreements in an era where artificial intelligence transforms contract formation, performance, and interpretation in ways traditional legal frameworks never anticipated. This cutting-edge program addresses the intersection of contract law and AI technology, from automated contract generation to AI-powered performance monitoring. Master the emerging legal landscape that governs commercial relationships in our AI-driven economy.   Address liability and performance issues when AI systems are involved in contract formation and execution Navigate intellectual property and data rights affecting AI-generated contract terms and automated decision-making Understand regulatory compliance requirements affecting AI use in commercial contracting and performance monitoring Draft provisions addressing AI system failures, updates, and technology obsolescence in long-term agreements   Speaker: Laila Pastzti focuses her practice on technology and intellectual property transactions with deep experience in artificial intelligence and machine learning, helping clients manage risk and protect their commercial interests. A former machine-learning engineer, she advises on acquiring and integrating AI technologies—particularly in health care—guiding clients through regulations governing diagnostics, medical devices, patient care, reimbursement and operational management. Recognized as a “trailblazer in AI law,” she offers practical insight into AI investment, use and commercialization. Her work also spans technology aspects of mergers and acquisitions, corporate finance, licensing and commercial deals, representing both buyers and sellers in multinational transactions. Frequently sought for her expertise in privacy, cybersecurity, big-data diligence, IP strategy and AI commercialization, she brings sophisticated guidance to complex technology-driven matters.

  • Teleseminar
    Format
  • 60
    Minutes
  • 6/25/2026
    Presented
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Course1

LIVE REPLAY: Service Level Agreements in Technology Contracting

$79.00

Master the critical components of service level agreements that can make or break technology partnerships in our increasingly digital business environment. This program provides comprehensive guidance on drafting enforceable SLA provisions that balance client expectations with realistic performance standards while protecting against costly disputes. Learn to structure agreements that ensure accountability without creating impossible obligations for service providers.   Define measurable performance metrics and service availability standards that align with business needs Draft effective remedies and penalty structures for SLA breaches and service failures Address force majeure and excusable delay provisions specific to technology service interruptions Navigate complex issues involving third-party dependencies and cascading service level obligations   Speaker: Peter J. Kinsella is a partner in the Denver office of Perkins Coie, LLP, where he has an extensive technology law practice focusing on advising start-up, emerging and large companies on technology-related commercial and intellectual property transaction matters. Prior to joining his firm, he worked for ten years in various legal capacities with Qwest Communications International, Inc. and Honeywell, Inc. Mr. Kinsella has extensive experience structuring and negotiating data sharing agreements, complex procurement agreements, product distribution agreements, OEM agreements, marketing and advertising agreements, corporate sponsorship agreements, and various types of patent, trademark and copyright licenses. Mr. Kinsella received his B.S. from North Dakota State University and his J.D. from the University of Minnesota Law School.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 6/29/2026
    Presented
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Course1

LIVE REPLAY: Service Level Agreements in Technology Contracting

$79.00

Master the critical components of service level agreements that can make or break technology partnerships in our increasingly digital business environment. This program provides comprehensive guidance on drafting enforceable SLA provisions that balance client expectations with realistic performance standards while protecting against costly disputes. Learn to structure agreements that ensure accountability without creating impossible obligations for service providers.   Define measurable performance metrics and service availability standards that align with business needs Draft effective remedies and penalty structures for SLA breaches and service failures Address force majeure and excusable delay provisions specific to technology service interruptions Navigate complex issues involving third-party dependencies and cascading service level obligations   Speaker: Peter J. Kinsella is a partner in the Denver office of Perkins Coie, LLP, where he has an extensive technology law practice focusing on advising start-up, emerging and large companies on technology-related commercial and intellectual property transaction matters. Prior to joining his firm, he worked for ten years in various legal capacities with Qwest Communications International, Inc. and Honeywell, Inc. Mr. Kinsella has extensive experience structuring and negotiating data sharing agreements, complex procurement agreements, product distribution agreements, OEM agreements, marketing and advertising agreements, corporate sponsorship agreements, and various types of patent, trademark and copyright licenses. Mr. Kinsella received his B.S. from North Dakota State University and his J.D. from the University of Minnesota Law School.

  • Teleseminar
    Format
  • 60
    Minutes
  • 6/29/2026
    Presented
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Course1

Roadmap of Venture Capital and Angel Funding, Part 1

$79.00

Rapidly growing companies often raise capital in “angel” or venture capital transactions.  Investors provide capital in exchange for carefully structured equity rights and frequently some form of governance rights. Investors also often provide the company with industry expertise, contacts, and access that may be as valuable as financial capital. These funding transactions can take a startup or more mature company to higher levels of growth. But they are complex transactions that can involve a dozen or more interrelated documents. This program will provide you with a practical guide to the stages and documentation of an angel or venture capital transaction.   Day 1: Current state of angel and venture capital markets & trends in deal terms Review of the suite of documents involved in most funding deals Methods of valuation and their impact on successive stages of investment Reviewing or drafting terms sheets – pitfalls and opportunities Angel investing – equity v. debt, common terms, impact on later venture capital funding   Day 2: Review of most highly negotiated terms in funding deals Investor protections – information  & veto rights, liquidity event rights Liquidation preferences, anti-dilution rights, and dividends Striking the right balance between founders/managers and investors on the board Options pools for founders, managers and employees   Speakers: Howard Bobrow is a partner in the Cleveland, Ohio office of Taft Stettinius & Hollister LLP, where he chairs the firm’s venture capital practice. He counsels private equity and venture capital firms, other institutional investors and angel investors on all aspects of acquisitions, dispositions, capital formation and private placements. He regularly represents and advises funds on their organization and formation, the fundraising process, governance matters, investments and compliance with pertinent regulations.   Anthony Licata is a partner in the Chicago office of Taft Stettinius & Hollister LLP, where he formerly chaired the firm’s real estate practice.  He has an extensive practice focusing on major commercial real estate transactions, including finance, development, leasing, and land use.  He formerly served as an adjunct professor at the Kellogg Graduate School of Management at Northwestern University and at the Illinois Institute of Technology.  

  • MP3 Download
    Format
  • 60
    Minutes
  • 7/9/2026
    Avail. Until
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Course1

Roadmap of Venture Capital and Angel Funding, Part 1

$79.00

Enter the dynamic world of startup financing where entrepreneurial vision meets investor capital in transactions that can transform innovative ideas into market-changing businesses. This foundational program provides essential guidance on the legal and business principles governing early-stage investment relationships. Master the fundamental concepts that drive successful venture capital and angel investment transactions in today's competitive startup ecosystem.   Understand the different types of early-stage investors and their typical investment criteria and structures Navigate term sheet negotiations and key provisions affecting startup valuation and investor rights Address corporate governance and board composition issues in venture-backed companies Learn the legal framework governing securities law compliance in private investment transactions     Speaker: Anthony Licata is a partner in the Chicago office of Taft Stettinius & Hollister LLP, where he formerly chaired the firm’s real estate practice. He has an extensive practice focusing on major commercial real estate transactions, including finance, development, leasing, and land use. He formerly served as an adjunct professor at the Kellogg Graduate School of Management at Northwestern University and at the Illinois Institute of Technology. Mr. Licata received his B.S., summa cum laude, from MacMurray College and his J.D., cum laude, from Harvard Law School.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 7/9/2026
    Presented
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Course1

Roadmap of Venture Capital and Angel Funding, Part 1

$79.00

Enter the dynamic world of startup financing where entrepreneurial vision meets investor capital in transactions that can transform innovative ideas into market-changing businesses. This foundational program provides essential guidance on the legal and business principles governing early-stage investment relationships. Master the fundamental concepts that drive successful venture capital and angel investment transactions in today's competitive startup ecosystem.   Understand the different types of early-stage investors and their typical investment criteria and structures Navigate term sheet negotiations and key provisions affecting startup valuation and investor rights Address corporate governance and board composition issues in venture-backed companies Learn the legal framework governing securities law compliance in private investment transactions     Speaker: Anthony Licata is a partner in the Chicago office of Taft Stettinius & Hollister LLP, where he formerly chaired the firm’s real estate practice. He has an extensive practice focusing on major commercial real estate transactions, including finance, development, leasing, and land use. He formerly served as an adjunct professor at the Kellogg Graduate School of Management at Northwestern University and at the Illinois Institute of Technology. Mr. Licata received his B.S., summa cum laude, from MacMurray College and his J.D., cum laude, from Harvard Law School.

  • Teleseminar
    Format
  • 60
    Minutes
  • 7/9/2026
    Presented
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Course1

Roadmap of Venture Capital and Angel Funding, Part 2

$79.00

Rapidly growing companies often raise capital in “angel” or venture capital transactions.  Investors provide capital in exchange for carefully structured equity rights and frequently some form of governance rights. Investors also often provide the company with industry expertise, contacts, and access that may be as valuable as financial capital. These funding transactions can take a startup or more mature company to higher levels of growth. But they are complex transactions that can involve a dozen or more interrelated documents. This program will provide you with a practical guide to the stages and documentation of an angel or venture capital transaction.   Day 1: Current state of angel and venture capital markets & trends in deal terms Review of the suite of documents involved in most funding deals Methods of valuation and their impact on successive stages of investment Reviewing or drafting terms sheets – pitfalls and opportunities Angel investing – equity v. debt, common terms, impact on later venture capital funding   Day 2: Review of most highly negotiated terms in funding deals Investor protections – information  & veto rights, liquidity event rights Liquidation preferences, anti-dilution rights, and dividends Striking the right balance between founders/managers and investors on the board Options pools for founders, managers and employees   Speakers: Howard Bobrow is a partner in the Cleveland, Ohio office of Taft Stettinius & Hollister LLP, where he chairs the firm’s venture capital practice. He counsels private equity and venture capital firms, other institutional investors and angel investors on all aspects of acquisitions, dispositions, capital formation and private placements. He regularly represents and advises funds on their organization and formation, the fundraising process, governance matters, investments and compliance with pertinent regulations.   Anthony Licata is a partner in the Chicago office of Taft Stettinius & Hollister LLP, where he formerly chaired the firm’s real estate practice.  He has an extensive practice focusing on major commercial real estate transactions, including finance, development, leasing, and land use.  He formerly served as an adjunct professor at the Kellogg Graduate School of Management at Northwestern University and at the Illinois Institute of Technology.  

  • MP3 Download
    Format
  • 60
    Minutes
  • 7/10/2026
    Avail. Until
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Course1

Roadmap of Venture Capital and Angel Funding, Part 2

$79.00

Advance your startup financing expertise with sophisticated strategies for complex investment rounds and specialized funding scenarios. This program builds on foundational concepts to address challenging situations including bridge financing, down rounds, and exit strategies. Develop the specialized knowledge required for the most complex venture capital and growth equity transactions in today's evolving startup landscape.   Master complex financing structures including convertible securities, SAFE agreements, and multi-series preferred stock Navigate investor rights and protection provisions including liquidation preferences and anti-dilution mechanisms Address employee equity compensation and stock option planning in venture-backed companies Understand exit strategies and liquidity events including M&A transactions and public offerings     Speaker: Anthony Licata is a partner in the Chicago office of Taft Stettinius & Hollister LLP, where he formerly chaired the firm’s real estate practice. He has an extensive practice focusing on major commercial real estate transactions, including finance, development, leasing, and land use. He formerly served as an adjunct professor at the Kellogg Graduate School of Management at Northwestern University and at the Illinois Institute of Technology. Mr. Licata received his B.S., summa cum laude, from MacMurray College and his J.D., cum laude, from Harvard Law School.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 7/10/2026
    Presented
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Course1

Roadmap of Venture Capital and Angel Funding, Part 2

$79.00

Advance your startup financing expertise with sophisticated strategies for complex investment rounds and specialized funding scenarios. This program builds on foundational concepts to address challenging situations including bridge financing, down rounds, and exit strategies. Develop the specialized knowledge required for the most complex venture capital and growth equity transactions in today's evolving startup landscape.   Master complex financing structures including convertible securities, SAFE agreements, and multi-series preferred stock Navigate investor rights and protection provisions including liquidation preferences and anti-dilution mechanisms Address employee equity compensation and stock option planning in venture-backed companies Understand exit strategies and liquidity events including M&A transactions and public offerings     Speaker: Anthony Licata is a partner in the Chicago office of Taft Stettinius & Hollister LLP, where he formerly chaired the firm’s real estate practice. He has an extensive practice focusing on major commercial real estate transactions, including finance, development, leasing, and land use. He formerly served as an adjunct professor at the Kellogg Graduate School of Management at Northwestern University and at the Illinois Institute of Technology. Mr. Licata received his B.S., summa cum laude, from MacMurray College and his J.D., cum laude, from Harvard Law School.

  • Teleseminar
    Format
  • 60
    Minutes
  • 7/10/2026
    Presented
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Drafting Supply Agreements

$79.00

Supply contracts are the backbone of many businesses, providing the buying with essential goods for a production process or finished product inventory for sale.  In the supply chains these agreements create, time is of the essence.  Buyers rely on timely delivery of quality raw material or inventory.  Production and sales are often finely calibrated for just in time delivery.  In addition, there area wide range of liability issues involved in these agreements because any disruption of the supply chain can cause substantial losses.  This program will provide you with a practical guide to reviewing the most important provisions of supply agreements for clients.    Drafting and negotiating most essential terms of supply agreements Issues for both suppliers and buyers in different industries Framework of law governing supply issue, including UCC warranty and title issues Product quality, volume commitments, delivery, and more Identifying, allocating, and mitigating risk – indemnity and insurance Spotting red flags in “form” supply agreements   Speaker: Joel R. Buckberg is a shareholder in the Nashville office of Baker, Donelson, Bearman, Caldwell & Berkowitz, P.C. and chair of the firm’s commercial transactions and business consulting group. He has more than 45 years’ experience structuring and drafting commercial, corporate and business transactions.  He also counsels clients on strategic planning, financing, mergers and acquisitions, system policy and practice development, regulatory compliance and contract system drafting. Prior to joining Baker Donelson, he was executive vice president and deputy general counsel of Cendant Corporation.  

  • MP3 Download
    Format
  • 60
    Minutes
  • 7/20/2026
    Avail. Until
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When Clients Change Their Mind: Practical Steps in "Breaking a Contract"

$79.00

Transform client regret into strategic opportunity through sophisticated analysis of contract modification, rescission, and termination options that can free clients from unfavorable agreements. This practical program addresses the legal and strategic considerations that determine whether clients can escape binding contracts without catastrophic consequences. Learn to evaluate exit options while managing client expectations and potential liability exposure. Analyze legal grounds for contract rescission including mistake, duress, fraud, and impossibility Navigate contract modification and amendment strategies that address changed circumstances Address breach consequences and damages calculations affecting client exit decisions Develop negotiation strategies for mutual contract termination and settlement agreements     Speaker: William J. Kelly, III is a founding member of Kelly & Walker LLC and has more than 25 years’ experience in the areas of employment and commercial litigation. In the area of employment law, he litigates trade secret, non-compete, infringement and discrimination claims in federal and state courts nationwide and has advised Fortune 50 companies on workplace policies and practices. In the area of commercial litigation, his experience includes class action litigation, breach of contract and indemnity, mass-claim complex insurance litigation, construction litigation and trade secrets. Earlier in career, he founded 15 Minutes Music, an independent music production company.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 7/20/2026
    Presented
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Course1

When Clients Change Their Mind: Practical Steps in "Breaking a Contract"

$79.00

Transform client regret into strategic opportunity through sophisticated analysis of contract modification, rescission, and termination options that can free clients from unfavorable agreements. This practical program addresses the legal and strategic considerations that determine whether clients can escape binding contracts without catastrophic consequences. Learn to evaluate exit options while managing client expectations and potential liability exposure. Analyze legal grounds for contract rescission including mistake, duress, fraud, and impossibility Navigate contract modification and amendment strategies that address changed circumstances Address breach consequences and damages calculations affecting client exit decisions Develop negotiation strategies for mutual contract termination and settlement agreements     Speaker: William J. Kelly, III is a founding member of Kelly & Walker LLC and has more than 25 years’ experience in the areas of employment and commercial litigation. In the area of employment law, he litigates trade secret, non-compete, infringement and discrimination claims in federal and state courts nationwide and has advised Fortune 50 companies on workplace policies and practices. In the area of commercial litigation, his experience includes class action litigation, breach of contract and indemnity, mass-claim complex insurance litigation, construction litigation and trade secrets. Earlier in career, he founded 15 Minutes Music, an independent music production company.

  • Teleseminar
    Format
  • 60
    Minutes
  • 7/20/2026
    Presented
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Course1

Masterclass in Protecting Your Trade Secrets, Part 1

$79.00

Enter the sophisticated world of trade secret protection where competitive advantage meets legal strategy in an economy increasingly dependent on confidential information assets. This comprehensive program provides advanced guidance on identifying, protecting, and enforcing trade secret rights in today's digital business environment. Master the legal and practical techniques that preserve valuable confidential information while enabling business growth and collaboration. Implement comprehensive trade secret identification and classification systems that support legal protection Design employee training and access control programs that maintain secrecy while enabling business operations Structure confidentiality agreements and restrictive covenants that provide enforceable trade secret protection Navigate the intersection of trade secret protection with employment law and competitive practices     Speaker: James Pooley focuses on trade secret law and management, as an expert witness, advisor, litigator and neutral. He has authored or co-authored several major IP works, including his treatise Trade Secrets (Law Journal Press), the Patent Case Management Judicial Guide and the Trade Secret Case Management Judicial Guide (both published by the Federal Judicial Center). He recently released the second edition of his business book Secrets: Managing Information Assets in the Age of Cyberespionage. The Senate Judiciary Committee relied on Jim for expert testimony and advice regarding the 2016 Defend Trade Secrets Act. From 2009 to 2014 he managed the international patent system (PCT) at WIPO as Deputy Director General for Innovation and Technology. He has served as President of AIPLA, Chairman of the National Inventors Hall of Fame, Chair of the Sedona Conference Working Group 12 on Trade Secrets, and Co-Chair of the Trade Secrets Task Force of the International Chamber of Commerce. He has taught Trade Secret law at UC Berkeley. In 2016 Jim was inducted into the IP Hall of Fame in recognition of his contributions to the field.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 7/22/2026
    Presented
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Course1

Masterclass in Protecting Your Trade Secrets, Part 1

$79.00

Enter the sophisticated world of trade secret protection where competitive advantage meets legal strategy in an economy increasingly dependent on confidential information assets. This comprehensive program provides advanced guidance on identifying, protecting, and enforcing trade secret rights in today's digital business environment. Master the legal and practical techniques that preserve valuable confidential information while enabling business growth and collaboration. Implement comprehensive trade secret identification and classification systems that support legal protection Design employee training and access control programs that maintain secrecy while enabling business operations Structure confidentiality agreements and restrictive covenants that provide enforceable trade secret protection Navigate the intersection of trade secret protection with employment law and competitive practices     Speaker: James Pooley focuses on trade secret law and management, as an expert witness, advisor, litigator and neutral. He has authored or co-authored several major IP works, including his treatise Trade Secrets (Law Journal Press), the Patent Case Management Judicial Guide and the Trade Secret Case Management Judicial Guide (both published by the Federal Judicial Center). He recently released the second edition of his business book Secrets: Managing Information Assets in the Age of Cyberespionage. The Senate Judiciary Committee relied on Jim for expert testimony and advice regarding the 2016 Defend Trade Secrets Act. From 2009 to 2014 he managed the international patent system (PCT) at WIPO as Deputy Director General for Innovation and Technology. He has served as President of AIPLA, Chairman of the National Inventors Hall of Fame, Chair of the Sedona Conference Working Group 12 on Trade Secrets, and Co-Chair of the Trade Secrets Task Force of the International Chamber of Commerce. He has taught Trade Secret law at UC Berkeley. In 2016 Jim was inducted into the IP Hall of Fame in recognition of his contributions to the field.

  • Teleseminar
    Format
  • 60
    Minutes
  • 7/22/2026
    Presented
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Course1

Masterclass in Protecting Your Trade Secrets, Part 2

$79.00

Enter the sophisticated world of trade secret protection where competitive advantage meets legal strategy in an economy increasingly dependent on confidential information assets. This comprehensive program provides advanced guidance on identifying, protecting, and enforcing trade secret rights in today's digital business environment. Master the legal and practical techniques that preserve valuable confidential information while enabling business growth and collaboration.   Legal remedies for trade secret misappropriation under state, federal, and international laws. Best practices for monitoring and securing proprietary information in the workplace. Guidance on employee training programs to ensure compliance with trade secret policies. Proactive strategies for handling trade secret disputes and minimizing litigation risks.     Speaker: James Pooley focuses on trade secret law and management, as an expert witness, advisor, litigator and neutral. He has authored or co-authored several major IP works, including his treatise Trade Secrets (Law Journal Press), the Patent Case Management Judicial Guide and the Trade Secret Case Management Judicial Guide (both published by the Federal Judicial Center). He recently released the second edition of his business book Secrets: Managing Information Assets in the Age of Cyberespionage. The Senate Judiciary Committee relied on Jim for expert testimony and advice regarding the 2016 Defend Trade Secrets Act. From 2009 to 2014 he managed the international patent system (PCT) at WIPO as Deputy Director General for Innovation and Technology. He has served as President of AIPLA, Chairman of the National Inventors Hall of Fame, Chair of the Sedona Conference Working Group 12 on Trade Secrets, and Co-Chair of the Trade Secrets Task Force of the International Chamber of Commerce. He has taught Trade Secret law at UC Berkeley. In 2016 Jim was inducted into the IP Hall of Fame in recognition of his contributions to the field.

  • Audio Webcast
    Format
  • 60
    Minutes
  • 7/23/2026
    Presented
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Course1

Masterclass in Protecting Your Trade Secrets, Part 2

$79.00

Enter the sophisticated world of trade secret protection where competitive advantage meets legal strategy in an economy increasingly dependent on confidential information assets. This comprehensive program provides advanced guidance on identifying, protecting, and enforcing trade secret rights in today's digital business environment. Master the legal and practical techniques that preserve valuable confidential information while enabling business growth and collaboration.   Legal remedies for trade secret misappropriation under state, federal, and international laws. Best practices for monitoring and securing proprietary information in the workplace. Guidance on employee training programs to ensure compliance with trade secret policies. Proactive strategies for handling trade secret disputes and minimizing litigation risks.     Speaker: James Pooley focuses on trade secret law and management, as an expert witness, advisor, litigator and neutral. He has authored or co-authored several major IP works, including his treatise Trade Secrets (Law Journal Press), the Patent Case Management Judicial Guide and the Trade Secret Case Management Judicial Guide (both published by the Federal Judicial Center). He recently released the second edition of his business book Secrets: Managing Information Assets in the Age of Cyberespionage. The Senate Judiciary Committee relied on Jim for expert testimony and advice regarding the 2016 Defend Trade Secrets Act. From 2009 to 2014 he managed the international patent system (PCT) at WIPO as Deputy Director General for Innovation and Technology. He has served as President of AIPLA, Chairman of the National Inventors Hall of Fame, Chair of the Sedona Conference Working Group 12 on Trade Secrets, and Co-Chair of the Trade Secrets Task Force of the International Chamber of Commerce. He has taught Trade Secret law at UC Berkeley. In 2016 Jim was inducted into the IP Hall of Fame in recognition of his contributions to the field.

  • Teleseminar
    Format
  • 60
    Minutes
  • 7/23/2026
    Presented
SEE MORE