Essential Insights for Attorneys Navigating Group Lateral Moves

This CLE program explores the dynamic and evolving lateral market for attorneys, focusing specifically on group lateral partner moves. Unlike individual lateral transitions, group moves—where a team of attorneys or even a full department relocates from one firm to another—require added planning and involve unique complexities. Attendees will gain insight into best practices and critical considerations for orchestrating a smooth group transition. Topics covered will include state laws,... More Info

Legal Ethics for Inside and Outside Council

This CLE course prepares attorneys—whether in-house or external counsel—to deliver competent, timely, and cost-effective legal advice and services to companies and their affiliates. Success in this role requires a thorough understanding of the company’s mission, operations, culture, and objectives in both domestic and global markets, along with strong business acumen for effective risk assessment and legal guidance. The course will also explore the unique ethical challenges att... More Info

Discovering the Lost Coin: Helping Clients Recover from Online Scams

If you've represented clients affected by online fraud involving losses exceeding $100,000, this course is essential. In this CLE, we delve into the emerging "Pig Slaughtering Scams"—a modern variation of Ponzi schemes targeting unsuspecting individuals. We explore how these scams are uncovered, examine different recovery strategies, and discuss litigation approaches specifically designed for handling these cases. More Info

Drafting the Future: Comic Book Contract Negotiation and Drafting Practicum

This CLE course is designed for professionals looking to master contract negotiation and drafting within the comic book industry. Through hands-on exercises that mirror current industry practices, participants will explore legal complexities around AI-generated art, the evolving digital landscape, and emerging challenges for creators and publishers. Key legal rulings, such as Warner Chappell v. Nealy and Fair Use After Warhol, will be analyzed for their implications on contract language and cr... More Info

From Pencils to Pixels: Advocating for Comic Book Creators in the Age of AI

This CLE course offers a comprehensive exploration of the comic book industry, addressing key trends and developments that shape its future. Participants will examine the evolution of digital comics, the growing significance of diverse representation, and the influence of AI on content creation and legal standards. The course also analyzes recent landmark copyright and trademark rulings, including Warner Chappell v. Nealy, affirming copyright owners' rights to damages regardless of tim... More Info

Providing Expert Counsel in the Network Marketing and MLM Industry

Network Marketing, also known as Multi-Level Marketing (MLM), is a significant sector within the direct selling industry, contributing over $100 billion to the U.S. economy and $200 billion globally. This industry is experiencing a growth rate of more than 6% annually, with nearly half of its activity concentrated in the Asia/Pacific region, primarily in the Health and Wellness sector, including products like weight loss solutions, dietary supplements, skincare, and beauty items. Major players... More Info

Navigating Legal Challenges and Issues in Telecommuting and Remote Work

Organizations often implement telecommuting to assist employees with family responsibilities, health concerns, and disabilities, as well as to reduce commuting costs and offer flexible schedules. However, these well-intentioned plans can sometimes lead to complex legal issues. How do you defend against claims of discrimination when an employee is denied telecommuting? What if an employee insists that telecommuting is the only “reasonable accommodation” for a disability, even though the positio... More Info

FLSA: New OT Rule: What You Need to Know

This CLE program covers the key provisions of the proposed FLSA Overtime Rule, helping you prepare for compliance and avoid lawsuits and fines. Topics include: Changes introduced by the new DOL rule Proper classification of employees as exempt or non-exempt The new salary level threshold Effective date of the new FLSA overtime rule Necessary organizational changes for compliance Potential court challenges to the new rule More Info

Silicon Valley Bank: Do Its Outside Directors Share in the Blame for Its Failure?

This CLE course explores the high-profile collapse of Silicon Valley Bank. This case study examines the factors leading to one of the largest bank failures in U.S. history, resulting from a rapid and massive bank run triggered by the disclosure of severe financial issues. With $209 billion in assets, the bank's sudden downfall sparked intense scrutiny and debate about regulatory oversight and the performance of its senior management team. However, less attention has been given to the r... More Info

Starting, Managing and Growing Your New Practice

Starting a business is an overwhelming endeavor. Even if you have some clients lined up, managing a business can be daunting, especially for the inexperienced. This CLE course will address business and office management including location, rental issues, staffing, para-legals and law students. The course will also address how to ethically grow your practice through effective outreach and networking. More Info

Compliance and Legal Trends in The Financial Industry

Join leading experts from member firms as they explore the latest trends and strategic priorities shaping the legal and compliance landscape. In this dynamic CLE session, our panelists will share their invaluable insights on how evolving business, regulatory, and technological changes are transforming these critical functions. Participants will gain a comprehensive understanding of: Emerging trends and challenges in legal and compliance roles. Strategic focus areas to enhance legal and... More Info

Ask FINRA Senior Leaders

In this CLE session, senior staff from FINRA will provide crucial updates on current regulatory issues and initiatives. Join us as expert panelists delve into FINRA's risk-based examination program, recent disciplinary actions, market regulation programs, and the latest and forthcoming rules. This session will cover a range of vital topics, including: Modernizing FINRA Rules in a Post-COVID World: Explore initiatives like the Remote Supervision and Inspection (RSL) and the Remote In... More Info

Crowdfunding Capital Raises: Considerations for Broker-Dealers & Funding Portals

Join our expert panel for a deep dive into Regulation Crowdfunding (Regulation CF) and its impact on broker-dealers and funding portals. This CLE session will provide valuable insights into regulatory risks and best practices for maintaining compliance. Key discussion points include: Regulation CF for Broker-Dealers: Understand the specific requirements and strategies for broker-dealers participating in crowdfunding offerings. Regulation CF for Funding Portals: Explore the unique c... More Info

Crypto Assets: Trends, Regulatory Developments and Resources

Dive into the latest updates in cryptocurrency regulation in this insightful CLE session. We'll cover a range of critical topics, including the recent crypto-assets retail communications initiative, emerging trends in crypto misconduct, and practical resources for navigating the evolving landscape. Key discussion points include: Regulatory Developments: Review the December 2023 crypto-assets retail communications sweep. Address disclosure and compliance concerns in OBAs and priv... More Info

Financial Crimes: Outpacing the Threats

In today's rapidly evolving financial landscape, the threat of financial crimes is ever-present and increasingly sophisticated. This CLE course delves into the latest trends and emerging tactics in financial crime, including fraud, money laundering, and cybercrime. Through a combination of theoretical foundations and practical applications, participants will learn how to anticipate and counteract these threats. Key topics include: Understanding the spectrum of financial crimes and th... More Info

FINRA's Disciplinary Hearing Process

This CLE course features perspectives from FINRA Enforcement counsel, defense counsel, and a hearing panelist. The course aims to enhance your understanding of FINRA's disciplinary hearing process, focusing on the key differences between self-regulated hearings and those conducted by administrative law judges. Topics covered will include: The distinctions between FINRA hearings and administrative law judge hearings. The conflicts clearance process for panelists and hearing officers.... More Info

The Latest in Private Placement Sales Oversight

Stay informed about regulatory developments, compliance obligations, and best practices for selling private placements. This CLE session will cover: An overview of regulatory updates and compliance obligations related to private placements Effective practices for adhering to Regulation Best Interest (Reg BI) Communication strategies, due diligence processes, and managing conflicts of interest A discussion on Regulatory Notice 23-08, detailing firms’ responsibilities when recommen... More Info

Fixed Income Securities Regulatory Outlook

This CLE session will delve into the most recent regulatory developments impacting fixed income and municipal securities. This comprehensive session will cover crucial topics such as Time of Trade disclosures, updates to SEA Rule 15c2-11, and critical insights for firms navigating examination priorities, findings, and enforcement actions. Key points of discussion will include: The latest amendments to SEA Rule 15c2-11. Detailed analysis of Time of Trade disclosures, with a focus on... More Info

Modernizing Off-Channel Communications Supervision

Join our panelists as they share insights from thematic reviews of off-channel communications, including text messages and social media platforms. Discover effective techniques firms are using to oversee their communications. This session will cover: The communications landscape Rule requirements for books and records, public communications, and supervision SEC and FINRA enforcement actions Observations from reviews of off-channel communications OSE-facilitated communications roundt... More Info

Promoting Market Integrity: FINRA’s Role in Market Structure

Gain insights from regulatory and industry experts on FINRA’s efforts to uphold market integrity and the impact of new and evolving regulations. This CLE program will cover: New and emerging rules SEC market structure proposals Securities lending practices Transparency initiatives shaping the market. More Info

Technology Governance: Mitigating Risk Throughout the Vendor Lifecycle

This CLE course delves into essential considerations for firms outsourcing activities or functions to third-party providers. Learn from panelists about mitigating vendor risk through robust technology governance programs that cover the entire vendor engagement lifecycle, from onboarding and ongoing due diligence to event response and offboarding. Topics include: Vendor management and due diligence per Regulatory Notice 21-29 (FINRA's reminder of supervisory obligations related to th... More Info

The Progression of Regulation Best Interest and Form CRS

This CLE program will explore recent observations on firms' compliance with Regulation Best Interest (Reg BI) and Form CRS. The discussion will provide valuable insights and practical guidance on key topics such as Reasonably Available Alternatives, the Care Obligation, and managing Conflicts of Interest. Key topics include: Recent findings by the SEC and FINRA regarding Reg BI and Form CRS compliance. Interpretation, guidance, and best practices: In-depth analysis of recent SEC... More Info

Conflicts of Interest in the Financial Services Industry: What Every Attorney Needs to Know

Referring clients to financial advisers carries some degree of risk. Attorneys need to be knowledgeable about the regulatory framework that distinguishes financial advisers, particularly given the 2020 disclosure documents (Form CRS). This CLE course will explain the regulation of financial advisers and how standards of care differ. The course will offer strategies for recognizing potential conflicts of interest that may impact the adviser-client relationship as well as how new SEC di... More Info

Basic Business Lawyering For Small Company Clients

Small companies have specific legal concerns, and they are not always the same as those that apply to medium or large companies. Their legal needs may differ as well. This informative introductory CLE course will help new attorneys planning to practice business law as well as seasoned attorneys looking to pivot to the area and represent smaller companies, typically described as those with less than $100M annual revenue and fewer than 500 employees, with the skills to navigate these are... More Info

The Rise of The Machines: A Lawyer's Guide to Avoiding Legal Extinction

Designed for both novice and seasoned attorneys alike, this CLE course will offer a basic overview to the ways in which Artificial Intelligence (AI) can transform legal tasks. Participants will be given the knowledge and perspective needed to successfully integrate AI into their work successfully, ensuring their practice remains competitive and relevant. The course begins with a breakdown of AI and Machine Learning (ML), and explains each one’s practical legal applications. The course... More Info

The Business Side Of Your Plaintiffs Practice: Survival In The Dark Days and What To Do When The Sun Shines

Led by a panel of seasoned attorneys with vast experience managing their litigation practice, this informative CLE course will offer their insights in efficiently and effectively managing a litigation law practice in today’s environment. The course will focus on small and more medium sized firms and address a series of management issues with an emphasis on overseeing intake, case load, and operations. The course will also address attracting and processing new clients and the intricacies... More Info

International Intellectual Property Transactions in Many Countries

Beginning with a brief review of the fundamentals of intellectual property categories recognized under US law, as well as those of many other countries, and the methods for internationally registering associated intellectual property, this CLE course will then delve deeper into a discussion of issues relating to why protection under these categories is insufficient. The course will address developing business activities that are difficult condense into the traditional IP categories, an... More Info

Unusually Important Federal Tax Cases: What Attorneys Need to Know

This CLE program delves into six recent federal taxation cases that hold significant importance for tax attorneys. It offers valuable insights for business law attorneys navigating the complexities of federal taxation. By examining court opinions, participants will gain an understanding of how federal tax law evolves in contrast to legislative and regulatory processes. The cases discussed in this program encompass various taxation topics including: Valuation of family-held S corporat... More Info

Mortgage Mayhem: What Attorneys Need to Know About Loan Applicant Protections

Purchasing a home is perhaps the most confusing, time consuming, stressful and yet infrequent transaction your clients will face. As a result, most consumers don’t bother to delve too deeply into the nuances, and simply rely on their loan officer to protect their interests. This is a mistake. For a loan officer, home loans are a “zero-sum” game for the loan officer – the loan either closes or it doesn’t. They earn their commission, or they don’t. Loan officers therefore tend to stack as many a... More Info

New Jersey Attorney Trust And Business Accounting Fundamentals

The Court Rules and the RPCs, require attorneys practicing in the State of New Jersey to maintain trust and business accounts. This comprehensive CLE course focuses on the various rules and practical ethics of establishing the trust and business accounts. The course will also offer practical tips on maintaining these types of accounts as well as strategies for avoiding the myriad potential pitfalls and errors that many new attorneys encounter. More Info

Corporate Transparency Act: Lessons from Round One of Implementation

Pursuant to the Corporate Transparency Act ("CTA"), many legal entities, both foreign and domestic, operating in the United States, have contemplated whether to file beneficial ownership information ("BOI") reports with the Financial Crimes Enforcement Network ("FinCEN"). This CLE course, presented by an interdisciplinary panel of specialists, will address the commercial practicalities of compliance with the CTA as well as the complexities. While the reporting requirements will only in... More Info

Corporate Transparency Act: Critical Terms and Concepts

The Corporate Transparency Act, which requires beneficial owners of nearly every entity to report to FinCEN unless a specific statutory exception applies, went into effect January 1, 2024. According to this act, newly formed entities will have only 90 days to register, while existing entities will have one year to comply. This CLE course will offer an introduction to the CTA, and its impact on the practice of attorneys who form, transfer, operate, or otherwise works with legal entities... More Info

Common Issues with Navigating the Changing Landscape of Multistate Taxation of Crypto Currency & Crypto Based Companies

State Taxation varies across US states. The State and Local Tax (SALT) levels in particular are different for every jurisdiction with their own tax code and tax treatment for different types of applications. For example, the revenue from a particular company is classified in California may vary widely from how it is viewed in Texas. The US Supreme Court, citing the Commerce Clause and various other constitutional considerations, places limitations on a state’s power to tax. One of these rela... More Info

Franchise Law: From Contract Negotiation to Litigation

Franchise agreements are a complicated process. This CLE course will review all the steps involved from term negotiation to signature. The course will also address litigation and/or termination and how to negotiate specific provisions that impact a client’s rights. The terms that are customarily litigated and how to demand and successfully receive the information necessary to effectively represent your client in court will be presented. More Info

Tax Consequences of Retiring or Selling Your Law Practice

This CLE course will address the tax consequences of retiring or leaving a law firm or professional partnership such as an LLC or PLLC. The course will present the issue through the lens of the recent Tax Court decision to provide guidance and point out potential tax traps. The course will also analyze practice goodwill and client-based intangible assets. The course will also include the applicable provisions that can be applied to sales and redemptions. More Info

Antitrust Primer in The Age of The Internet/Information

What factors are behind the increased emphasis on enforcing competition laws by entities such as the FTC, the DOJ Antitrust Division, the States, and through private litigation? This CLE course explores the dynamics through an antitrust primer, delving into pivotal cases that address both individual company practices and collaborative behaviors that contravene antitrust laws. The curriculum subsequently hones in on significant recent antitrust cases initiated by the government, specifi... More Info

Safeguarding Your Business & Investment Clients with Proactive Asset Protection & Estate Planning

The goal of Asset Protection & Estate Planning Program for Business & Investment Clients is to address both legacy and family considerations as well as provide complete asset protection while optimizing tax benefits. This CLE course will provide everything you need to know to design a program that is both easy-to-use and flexible enough to apply even as a portfolio grows. The programs must also be able to hold up under any legal scrutiny and be fully integrated so that assets are not le... More Info

Intellectual Warfare: An In-House Counsel's Guide to Bringing and Defending Against Intellectual Property Lawsuits

Intellectual Property (IP) is a valuable asset for an organization. This informative CLE course will explain how to identify and utilize an IP to further business goals. The course will explain the types of IP’s that exist, the associated costs with obtaining and maintaining the various types of IP's, costs of IP acquisition, negotiation strategies, licensing, enforcement issues and defensive actions when faced with another’s IP. The course aims to impart wisdom in the IP space as well... More Info

Commercial Pace, The New Kid On The Block: The Legal Framework For A New Form Of Commercial Real Estate Financing

The Commercial Property Assessed Clean Energy Financing (C-PACE) is a new tool for property owners and developers which offers low interest and longer terms with a super-priority lien. It functions like a muni bond but can still be placed in a capital stack. This CLE course will explain the basics of the C-PACE is enabled and describe its legal structure, status and how it can be put to work for your clients from developers, banks, local governments or private owners. More Info

Contractual Deal Killers In Real Estate Law: What Attorneys Need to Know

This CLE course offers a comprehensive understanding of critical contractual considerations in residential real estate representation. The course covers the following topics: Varied Contract Types for Condominiums and Co-operative Housing Co-operative Housing Contracts Condominium Contracts Contracts for Single-Family and Multi-Family Properties Essential Areas of Contractual Consideration Mortgage Commitment Examination Title Investigation Procedures Assessing Liens and Violat... More Info

Business Valuation for Attorneys

There is a valuation process that takes place with every client, and determining the value of a client’s business or business interest is often critical to meeting their needs and can impact the outcome of their case. Valuation is therefore crucial to a variety of legal issues such as divorce, estate planning, partnership disputes, sales and other transactions. This CLE course will offer a review of the potential needs and basic tenets of valuations. The course will explain the options... More Info

What Attorneys Need to Know about Comic Book Publishing: A Test Drive

Take a deep dive into the comic book publishing industry in this two-hour crash course. Presented by experienced comic book publishing attorneys, you will learn how to draft a rough outline of critical contract provisions, develop effective and industry-tailored client interview skills, and participate in mock negotiations. The course will teach you to identify and resolve potential pitfalls within publishing contracts. This CLE course will address: · Develop client intake sk... More Info

AI, Fair Use, and Representing Comic Book Creators and Publishers

Even the comic book industry has rules and the past year has seen some seismic legal changes in the industry. This CLE course will present the recent growth of the comic book industry as well as how AI-generated artwork has impacted it, both for good and for bad. The course will offer a comprehensive guide to representing comic book clients, explaining how to approach the drafting of contracts while avoiding IP pitfalls and discuss the Andy Warhol Foundation for the Visual Arts, Inc. v. Goldsm... More Info

Trademark Basics: What Attorneys Need to Know

Trademark protection is increasingly important in today’s fast-paced digital world. This CLE course will examine the fascinating world of federal trademark law that is critical for attorneys to know. The course will pay particular attention to issues that a non-IP lawyer in an in-house counsel role could easily miss and will explain how to identify items that qualify as trademarks, as well as the diligence required before making use of a potential mark. Infringement, domain names, the i... More Info

Overhaul of Regulatory Capital Requirements Proposed By US Banking Regulators

This CLE course will examine the new, and fairly extensive, list of revisions to the regulatory capital requirements for both large and midsize banking organizations which were jointly proposed by US federal banking regulators. The revisions, which are quite lengthy, would seriously alter the requirements for market, credit, and operational risk, and while many of these revisions have long been anticipated, such as the re-evaluation of use of internal models, others are quite novel, such as th... More Info

What Attorneys Need to Know About Reading and Understanding Financial Statements

Like any field, businesspeople have a lingo all their own. Phrases such as NOPAT, Operating Profit, Net Income, EBITDA, retained earnings, current vs. long-term assets and liabilities, Free Cash Flow are all used regularly in the business world, but are practically a foreign language to attorneys. This CLE course will review basic financial statements, such as income statements, balance sheets and cash flow statements to help you understand the language of business so you can better re... More Info

Advising a Client as to the Purchase of a Franchise

This informational CLE course is designed to provide a prospective franchisee with the necessary information to purchase a franchise. The course will focus on provisions in the Franchise Disclosure Agreement as well as typical provisions in Franchise Agreements. The political considerations that may arise with respect to the franchise location will also be addressed. More Info

Navigating the Future: Embracing AI's Impact on the Legal Profession for Lawyers with a Strategic Mindset

ChatGPT is now a part of our everyday lives and its ability to write our papers, do our research and even pass the Uniform Bar Exam has exceeded all expectations. In fact, experts are predicting that generative AI will eventually replace practicing attorneys. This CLE course will address pressing questions such as how generative AI will change the way lawyers do business and will attorneys lose their jobs? The course will also explain the extent to which an attorney’s mindset, as well... More Info

How to Prepare for Long-Term Care Costs

The demographics of aging has an impact on many areas of law, including insurance law. This CLE course will discuss the impact on wealth transfer as well as other issues that arise from using long-term care insurance to provide for aging individuals. The course will address the various tax opportunities available to business owners who seek to protect themselves and their families by leveraging their businesses. The course will also cover Medicaid planning and other products that addre... More Info

What If the Government Doesn’t Save My Client’s Bank? Preparing For the Next Bank Crisis

Though extraordinary intervention by the government and private sector protected uninsured depositors, the recent banking system crisis resulted in several failures and a loss of confidence, especially for owners and debtholders who lost everything. The crisis further highlighted that there is no expectation of the government protecting uninsured depositors if another bank fails. This CLE course, presented by a regulatory partner at a prominent law firm, will examine the recent trauma... More Info

Free Speech, Trademarks and Parody at the Crossroads: “Jack Daniels vs Bad Spaniels”

Do you suspect someone is violating your trademark? What about your copyright or patent? Are you interested in safeguarding your invention through a patent? Is it a priority for your business to clear and register your trademark and copyright? Are you considering a licensing agreement as either a licensor or a licensee? Do you require assistance with your talent agreement? Are you interested in learning how to maximize the value of your Intellectual Property through licensing and merchandising... More Info

Was the Pandemic a Short or Long Term Bankruptcy Sickness

Designed to offer a general overview of bankruptcy law, this CLE course will include a general description of the history of bankruptcy law as well as a description of the various chapters of bankruptcy, their function and how they differ. The course will address recent, significant amendments to the Bankruptcy Code, and explain how and when to complete a Chapter 13 form plan. A brief description of bankruptcy filing statistics and secondary sources for legal research will be presented... More Info

You Won! Now What? Collecting Civil Judgments Under Illinois Law

Even if you successfully prosecute a civil case to judgement, clients aren’t typically satisfied unless they receive money at the end of a case. This is particularly important for attorneys who work on the basis of contingent fees. In cases where a judgement debtor does not have insurance, or when the judgment exceeds its limits, it’s critical to understand collection law to ensure that everyone, including you, is paid in the end. This CLE course will present the basics of a collection... More Info

BIZ BUZZ: Starting, Buying and Selling Small Businesses

Launching, buying, selling or franchising a business requires many steps, in-depth analysis and an understanding of the various legal issues. Big Buzz covers the five different methods small entities leave or enter into a small business. This CLE course will address these methods from a variety of perspectives – that of an attorney handling more than 30 closings a year, that of an owner of both successful and failing businesses, and that of an investor in many small businesses. The cou... More Info

Evaluating a Franchise for a Franchisee: What Attorneys Need to Know

The decision to purchase a franchise is fraught with legal issues. This CLE course will guide counsel representing and franchisee in evaluating such a decision. The course will explain how to review the FDD and Franchise Agreement and how to negotiate the addendum. Key considerations to analyze in deciding to purchase as well as strategies for negotiating the deal will be discussed. More Info

Compliance and Legal Trends

This CLE program will delve into the emerging trends, pivotal focus areas, and strategic initiatives that are currently shaping the landscape. Gain valuable insights from the panelists as they analyze the impact of these transformative changes on compliance practices. Discover how organizations are adapting, evolving, and effectively responding to the interplay of business dynamics, regulatory developments, and technology advancements. This engaging discussion offers a unique opportuni... More Info

Franchise Sales Compliance

Designed to assist legal counsel representing a franchisor in their understanding of how to client-franchisor compliance with federal and state laws related to franchises, this CLE course will address compliance issues in practical and understandable terms. The course will provide practical examples to assist counsel in explaining concepts to potential and current clients. More Info

Market Structure: Current Developments and Future Trends

In this CLE program, panelists will engage in a discussion about the latest advancements in market structure. They will cover topics such as order handling, order routing, execution quality disclosure, and other relevant developments pertaining to fixed income and equity securities. The session will focus on the following points: Exploring ongoing developments and emerging trends in the industry, such as best execution guidance, concerns related to payment for order flow, and the impa... More Info

Broker Lien Rights: What Attorneys Need to Know

Presented by a seasoned attorney who authored or lobbied on behalf of the roughly 34 states with commercial real estate broker lien rights, this CLE course will address a variety of related issues. The course will address protected commission claims, the prerequisite of such claims, timing, and legislative history. Advice on enforcements as well as guidelines for drafting a lien, asserting and serving a claim, foreclosing and defending judgement a the appellate level will be addressed.... More Info

Handling Nonprofit Board Disputes

Nonprofit board members are often honored to serve, but don’t really understand their responsibilities. This CLE course will explain Board fiduciary duties and responsibilities, address common disputes that can arise between Board Members, explain Founder Syndrome and what to do when people quit or relinquish responsibility. The course is designed to benefit both nonprofit consultants, in-house and outside counsel called upon to resolve disputes. More Info

Breaking Up Is Hard To Do: Navigating Partnership Disputes and High-Impact Partner Departures

Breakups can be challenging, and although they may not be as severe as divorces, managing conflicts between partners and dealing with the departure of a significant collaborator can be tough. In this informative CLE, we will explore effective strategies for handling disputes and separations, covering important aspects such as the responsibilities of a firm towards an attorney and vice versa, communication techniques, ethical considerations, and privacy concerns. More Info

Conducting Sexual Harassment Investigations at Law Firms

Conducting internal investigations is inherently intricate, particularly when it involves probing allegations of sexual harassment within your organization. In this CLE course, you will be provided with a comprehensive understanding of the legal intricacies and obligations involved in such investigations. You will be guided through a step-by-step process, ensuring compliance with current statutes. The course will cover essential topics including internal communication protocols, contra... More Info

The ABC’s of Transitioning Law Firms

A must for any attorney considering a lateral move to another law firm, this in-depth CLE course will address the many issues that attorneys face throughout the process. The course will provide participants with a play-by-play analysis of the many issues that departing attorneys face throughout the transition, beginning in pre-departure all the way through post. The course will also explain the fiduciary and legal obligations that firms and attorneys owe to one another, and to their cl... More Info

Antitrust Merger Enforcement: Significant Regulatory Developments and Issues Explored

Designed to offer attorneys an in-depth understanding of the current state of US antitrust regulations and the role of antitrust agencies in reviewing and challenging mergers, this CLE course will present a comprehensive overview of the merger control process in the US, priorities of the antitrust agency priorities, highlights of recent merger challenges and forthcoming revisions to the US merger guidelines. The course will begin with an exploration of the core aspects of the US merge... More Info

Preparing a Business Client to Franchise

This CLE course will address the basic issues involved in representation for a client who wants to franchise. The course will present the practical considerations of franchising, the franchisor’s legal obligations and the most important decisions that need to be made. More Info

Introduction to Franchising Law

Whether you are representing a franchisor or a franchisee, it’s important for representing counsel to understand the basic legal considerations involved in franchising. This CLE course will present the legal definition of a franchise and review both state and federal laws which govern the franchise relationship. The course will provide resources for information on franchise brands, explain the pitfalls of becoming an accidental franchise and introduce the legal considerations to take i... More Info

Navigating the Uncharted Legal Terrain of Artificial Intelligence

AI has the potential to dramatically transform the way we interact with technology and, as new technologies emerge, AI evolves and can be adapted to be useful in countless new ways. Typically defined as a branch of computer science that studies the development and implementation of software and algorithms to enable machines to think and act like humans, it usually takes the form of machine learning, natural language processing, robotics and computer vision. A rapidly advancing field wi... More Info

Business Law Strategy & Contract Drafting: Considerations for Maximizing, Monetizing & Preserving Client's Patent Rights

Patent law is an important area for business law attorneys to understand. This CLE course will explain everything you need to know including the importance of NDA’s in a patent application, crucial clauses of drafting employment agreements and tips for cost effectively dealing with patent infringement on e-commerce platforms. More Info

Why Lawyers Need to Bill Strategically in an Age of Legal Artificial Intelligence

While some of the new technologies, like ChatGPT, are relatively recent, the concept of outsourcing work, especially the repetitive, administrative type – to computers is not new, particularly to lawyers. While no one wants to see a computer take-over, there’s no question that there are some tasks that computers are better suited to, and with their unlimited energy and inability to get distracted, it’s to everyone’s advantage to outsource. And yet, no one wants a robot for a litigator. So how... More Info

Cyber Security and Cyber Breach: What Lawyers and Their Law Firms Need to Know Now

This CLE program will explore the issues surrounding cyber security, the potential consequences of a cyber breach, and the ethical considerations that accompany such an event. With over 50 state laws in the United States concerning data privacy and security, companies must understand what legal and ethical obligations their business and clients have when it comes to personal information. The Federal Trade Commission also keeps an eye on companies to make sure that they are following th... More Info

Trends in Property Law Post-Pandemic

The world of real estate is constantly changing and has undergone tremendous upheaval in the last few years, largely as a result of COVID-19. This CLE course will cover the most recent developments in New York property law with a focus on eviction proceedings, both residential and commercial and from the perspectives of both landlords and tenants. The course will present litigation techniques including cause, motions, trial practice and evidentiary issues and will also cover foreclosure litigati... More Info

Oh How the Mighty Have Fallen: Crypto and the Federal Securities and Commodities Laws

With the fall of FTX and the dream of cryptocurrency, the intersection between it and federal and security commodities becomes both fascinating and highly relevant. And as per the title of this session, has taken on Biblical proportions (see Samuel 2, 1:19). This riveting CLE course will present the allegations by the U.S. Department of Justice, the Securities and Exchange Commission and the Commodities Future Trading Commission against Samuel Bankman-Fried, former CEO of FTX, and wil... More Info

Distinguishing Between Employers and Contractors in Light of the New DOL Guidelines

The world of commerce has a new star – the gig economy. This area grew tremendously during the pandemic lockdown, as delivery services became a necessity. Those employed in this economy, from well-known names such as Lyft, Uber, Grubhub and Doordash, as well as countless others all share one element – they pick and choose workplace location. But how to define these employees? Are they independent contractors or “remote” employees? There is a case to be made for each and the Department... More Info

The Highs and Lows of Cannabis Land Use Regulations

Weed is now legal in 21 states, with more than 155 million Americans able to legally possess marijuana. However, it remains classified as a Schedule I drug on the Controlled Substances Act, which is the same category as heroin, meaning it can disqualify someone from entering the U.S. military or for applying for a security clearance. Even those cannabis businesses operating in state-legal markets struggle to fund their start-up costs because they are restricted from opening bank accounts or ge... More Info

Legal Ethics: Lawyer and Client Relationship

This CLE course will familiarize private practice attorneys with tips and strategies to avoid unintentionally committing UPL violations. This applies particularly to those who perform transactional work and/or are telecommuting from a state or states that is outside where they are admitted to practice. Addressing the contours of what constitutes the unauthorized practice of law (UPL), this CLE course, based partially on an article I had written, will open with a walk through of LegalZ... More Info

Due Diligence Under The 33 Act: Avoid Disasters in the Middle of an IPO

This CLE course will offer a comprehensive overview of what lawyers and bankers confront during the marketing and distribution process of IPO’s. The course will address potential pitfalls and issues that may arise and provide real-life examples of the many hurdles that could potentially jeopardize your success. Learn about what faces you in the IPO underwriting process and ensure yours and your client's success by anticipating problems and acting strategically. More Info

Don’t Get Caught Without A Contractor’s License: The Downfalls and Damages of Working Without a License

Violating license requirements can have serious consequences for contractors. The penalties tend to be severe and do not allow for equitable remedies. This CLE course will offer a basic overview of the rules in California and explain the consequences for contractors operating without one. The course will review the purpose of the licensing laws and how they are applied to contractors and those who perform construction services as well as exemptions to applicability. Recent case law c... More Info

When One Door Closes: A Primer on Automatic Door Cases for the Premises Liability Practitioner

Doors are a seemingly innocuous element of our day-to-day lives. Yet surprisingly, they cause frequent damage to patrons of businesses, residences and medical complexes. The liability issues that may result from the simple installation of a door are numerous and attorneys cannot afford to be lulled into a belief that store operators or building owners don’t bear responsibility. This CLE course, designed for personal injury attorneys as well as others, will offer a detailed, introductor... More Info

Back to the Future in Fixed Income Investing? Navigating a Changing Landscape in Municipal and Fixed Income Securities

This CLE course will address the most common content standards between FINRA Rule 2210 and MSRB Rule G-21 as well as their primary differences. The course will offer tips and strategies on creating compliant municipal securities communications and considerations for more complex debt instruments. An understanding of how FINRA’s Fixed Income Regulation Staff works with MSRB on municipal securities matters will be presented as will the additional responsibilities of dually registered bro... More Info

Digital Communications and Social Media

With digital marketing rapidly changing, how do firms remain in compliance? How do we communicate relevant, meaningful information in this dynamic digital age? This CLE course will explain the challenges being faced by industry and regulatory experts and how they are successfully addressing these challenges. The course will touch on hot button issues such as how firms engage technology to address their compliance obligations and how to implement creative methods for effective disclosur... More Info

Variable Products & Retirement Planning

Presented by FINRA staff and industry practitioners, this CLE course will explain variable and retirement planning productions including how to create a variable product communication with respect to content and performance. Select topics such as supplemental hypothetical illustrations, comparisons and complexity of investment options and contracts will be addressed as will the importance of audience/context, substantiating claims, and disclosure. A successful review process and an und... More Info

Ad Review Workshop: Part 1

This dynamic, highly interactive CLE course will offer attendees the opportunity to apply FINRA advertising rules to several mock advertisements and uncover the hidden concerns. Attendees will work in small groups and present their conclusions to the larger forum with moderators presenting the regulatory perspective, and clarifying misperceptions. More Info

Current Communications with the Public Regulatory Issues

This CLE course offers an in-depth discussion on current communications with public regulatory issues. Presented by FINRA and SEC staff, the course will include a discussion of the new Investment Advisers Act Marketing Rule. The course will address recent communications proposals and rule changes as well as provide an understanding of the new marketing rule that will impact firm communications. More Info

Exempt Offerings

Designed to address industry and regulatory developments related to Reg D and Reg A+ offerings, this CLE course will address recent regulatory findings and common concerns. The course will also offer practical information and best practices for firms offering these products to retail investors. A discussion of Regulatory Notices 20-21 and 21-26 will be included. More Info

Investment Companies Current Topics

This CLE course will address a variety of advertising compliance issues concerning registered investment companies. These may include mutual funds, ETFs and closed-end funds. FINRA staff and industry experts will present the compliance challenges related to complex products such as single stock ETFs, non-transparent ETFs and ESG focused investments and crypto futures funds,. The panel will also discuss regulatory interpretations and offer tips to stay in compliance. More Info

Complexities of Acquiring Control: Where the Fed’s Control Rule Meets Other Regulatory Definitions

The Federal Reserve’s finalized revisions to determining one company’s control over another for purposes of the Bank Holding Company Act and the Home Owners’ Loan Act have been completed and though the final rule codified existing control standards, it simultaneously introduced new concepts and raised critical questions about the industry. Since these revisions, the industry has continued to grapple with how these revisions should be applied, particularly as it applies to contractual r... More Info

Navigating SaaS Contracts: Top Tips for Reducing Risk

This timely CLE course will present a comprehensive look at emerging data privacy laws, particularly as they relate to the impact on SaaS contracts. The importance of these laws in the wake of data leaks and breaches cannot be overstated, particularly with regards to SaaS. The course will provide tips and strategies for drafting allocation clauses and offer a thorough look at two of the most critical clauses - indemnification and limitation of liability – from both the vendor and custo... More Info

Drafting Comic Book Contracts: A Practical Guide

Comic book agreements include unique provisions. This CLE course will ask participants to develop a rough draft of initial of key comic book agreement provisions, to engage in a mock client interview and negotiations with exercises specifically designed for the comic book industry. Attendees will then be led to issue-spot common problems in publishing contracts. With guidance from seasoned comic book publishing attorneys, attendees will get to practice a full range of necessary skills... More Info

Hero-at-Law: The Law and Practice of Representing Comic Book Creators and Publishers

The past two years has seen important changes in the comic books industry. This CLE course will present the new areas of litigation and transactional work that have developed as well as offer an overview of the fundamentals of representing comic book industry clients. The course will also address the pros and cons of AI-generated works and present a series of new cases which have had a dramatic impact on comic book and graphic novel publishers and their attorneys. More Info

Transnational Legal and Cultural Issues Arising when Doing Business Internationally

Transnational transactions often require documentation which must satisfy more than one legal system. This CLE course will explain the various issues which may arise when documenting transnational transactions. Using examples of American companies doing business in China, the course will present the need to understand and interpret the laws and regulations within the context of their country of origin and where the business is being conducted. The course will explain how the understand... More Info

Estate Planning for Attorneys Who Help Business Owners

Clients who own small businesses have particular needs and concerns with regards to estate planning. This CLE course will prepare estate planning attorneys to serve those clients as part of their overall estate planning. The course will go far beyond the issue of wills and delve into operations, employees, customers, vendors, leases, licenses and a slew of other issues as part of their estate plan. The course will assist attorneys in managing their clients’ expectations as well... More Info

A Primer on Trademarks: What Every Practitioner Needs to Know

Trademark registration and protection is increasingly important in today’s digital world. This CLE course will cover all the basics of trademark registration and protection including providing an understanding of what constitutes a trademark and the different types. Trademarks that are able to be registered, as well the benefits of registration and the registration process will be reviewed. Types of infringement and strategies for preventing infringement as well as available re... More Info

Customs and Import Procedures and Classifications

With a focus on the legal mechanics of importing goods into the US, this informative CLE course explains the framework for this key aspect of the international buy/sell transaction principal importation rules. The presentation will explain the treaty creating the World Trade Organization (as well as its predecessor, the GATT or General Agreement on Tariffs and Trade), the key elements of the treaty, the most favored nation principle, national treatment and the tariff negotiating rounds... More Info

Managing Your Client’s Series A Offering of Securities: A Step by Step Guide

Before a start-up or early stage company is ready for its first round of venture capital, known as a Series A Round or Series A Offering, it typically goes through a number of informal financing rounds. To that end, companies will turn to founders, friends and even family members. If it’s successful however, the Series A offering of securities will involve a series of steps. This informative CLE course will offer a complete overview of the process including: reviewing and updating... More Info

Math as a Powerful Tool in Law: Criminal, Civil, Commercial, Employment and Chapter 11

Surprisingly, statistics and probability are useful tools when handling various legal areas. This is particularly relevant for Title VII actions in which the numbers can reveal whether under-representation by certain minority groups have impacted pay, benefits or employment conditions or whether the differentials are due to chance. This CLE course will explain step-by-step the process of using statistics to make these determinations from defining the populations to taking mathematical... More Info

Intermittent FMLA: Understanding an Employer's Obligations

The difficult part of the already complex FMLA is understanding intermittent and reduced schedule leave. This informative CLE course will offer tips and strategies to understand the basics of taking intermittent and reduced-schedule FMLA leave and how to ensure compliance with the law. The course will offer a deeper understanding of the FMLA and how to violations of the FMLA and legal liability. The course will present: Scheduling FMLA leave Multiple methods for determining the 12-m... More Info

Managing FMLA Leaves of Absence

This comprehensive CLE course will offer an in-depth understanding of leave of absences with regards to FMLA compliance. A legalistic and complex set of laws, this CLE course will offer a step-by-step guide to understanding the requirements set forth in the FMLA relating to leave of absences. The course will also present a detailed plan of action for when employees are out on a leave of absence to ensure legal compliance. The course will also tips and strategies to: Understand w... More Info

Citizenship and Residence: Prerequisites to Extra Territorial Taxation

This comprehensive CLE course will examine the many jurisdictional bases for the imposition of tax on extra-territorial income. The course will focus on natural persons and the meanings that are typically ascribed to the variety of bases for the code. The course will cover state statutes as well as some countries’, residence status for the purpose of tax treaties, dual residents, the planning for and acquisition of status, planning for and relinquishing status, expatriation, and the e... More Info

What Every Practitioner Needs to Know about Property and Business Interruption Appraisals: A Unique ADR Forum

Insurance coverage has always been big business, and with catastrophic global events such as hurricanes and wildfires becoming more common, it is even more so. This CLE course will address how to manage situations in which a property or business interruption claim cannot be settled. The course will offer concrete alternatives to litigation, particularly given that insurance policies require parties on both sides to resolve their dispute in Appraisal over the value of loss and damage, which is un... More Info

"Sweat Equity" in Small Businesses and Venture Startups: The Legal and Tax Issues

Issuing shares that are (nearly) tax-free is relatively simple when a small business or start-up first launches. When a shareholder or LLC member receives “sweat equity” or shares in exchange for labor, the tax and legal issues become a bit more complicated. This entertaining, fast-paced CLE course will explain the issues of treating “sweat equity” workers as regular employees as opposed to independent contractors, as well as explain the use of restricted stock, options, warrants and o... More Info

Post Disaster Insurance Resolution

Losing your home or business can feel like an irrecoverable loss. And on top of everything, there are thousands of decisions that need to be made in the wake of such a tragedy. This CLE course will help attorneys to better advise property owners throughout the insurance claim process. The course will offer a comprehensive understanding of the many opportunities and challenges as they restore their property and livelihood. The course will present a detailed overview of recovery in the s... More Info

Let ‘em Play! Sports Litigation and Extraordinary Remedies

The relationship between sports leagues and their teams is complex, particularly the legal aspects. From that perspective, are they one entity, joint ventures, partners? And what happens when there is conflict between them? This CLE course will address the main potential causes of action and affirmative defensive as well as potential remedies. The course will analyze potential disputes and explain how to approach them, what to look for and tips for quick resolution. Beginning w... More Info

The Intersection of Cannabis Law, Real Estate, and Local Government Policy

Cannabis law generally brings to mind regulatory, transactional and possibly even litigation and M&A. However the most challenging aspect of cannabis law is actually real estate, as all cannabis businesses are tied to a piece of land and are thereby dictated by state and local regulations which guide eligibility. With local land use, real estate transactions and complex leaseback agreements combined with the intricacy of landlord/tenant issues, municipal land use attorneys, real estate... More Info

Five Steps to Protect Your Firm from Catastrophic Cyber Attacks

Protecting your firm from cyber-attacks has become increasingly difficult, and increasingly imperative. With cyberattacks on the rise, all businesses are at risk. This CLE course will present 5 critical steps to protect client data and stop cyber-attacks from accessing information. The steps presented will increase your security overall as well as lessen the likelihood you will be a victim of cyber-criminals. More Info

Back to Normal: Handling New Jersey Landlord-Tenant Matters in the Post-Covid Era

Since the COVID-19 pandemic, words such as “moratorium” and “eviction” became fairly commonplace. While many practices experienced extreme upheaval since the pandemic, none seemed affected as much as landlord/tenant practice. This CLE course will explore how to proceed from COVID-era practice to a return to standard practices with a presentation on basic concepts of New Jersey landlord/tenant law. The course will examine modifications made during the pandemic and will offer an overview... More Info

Privacy and Cyber Breaches: Are You Next?

It is critical for businesses, regardless of their size, to comply with state, federal and foreign privacy laws and regulations. These will govern a company’s procedures including data collection, storage, use, sharing and disposal with regards to personally identifiable information (PII), personal health information (PHI) and payment card information (PCI). A company that fails to adhere to privacy guidelines, even inadvertently or unknowingly, or to disclose its procedures, are simpl... More Info

Metaverse Law: Intro to ARVR, Issues, IP Ownerships, Monetization, Cyber Currency, and Licensing

This CLE course will address the incredible breadth of tech law in the Metaverse, which still remains largely unregulated. The course will offer a review of the basic terminology – using terms everyone can understand – as well as how regulatory and statutory laws may apply to the Metaverse, how it polices itself and how it is monetized. The course will also delve into blockchain and security, intellectual property, cryptocurrency and other related issues with regards to funding... More Info

Challenges Facing Firms in Monitoring AML and Protecting Against Fraudulent Activities

There are many inherent challenges facing firms in monitoring and protecting against fraudulent activity. This CLE course, presented by FINRA staff and industry panelists, will offer examples of the controls that their firms have effectively put into place in order to address the rising AML risks. The course will offer a review of AML and fraud protection red flags, effective practices, monitoring of high risk and/or suspicious activities and the various procedures and controls that ca... More Info

Communications Compliance: Current Developments

Designed to address current communications compliance and marketing practices, this informative CLE course will offer guidance on how FINRA’s communication rules are applicable in virtual environments, particularly regarding ESG and other investment trends. The course will explain the regulatory implications of complex products and services including crypto assets and emerging technologies with regards to marketing compliance. The course will address revisions made to FINRA Rules 2210... More Info

Alternative Investments and Complex Products

Alternative investments and complex products have changed dramatically over the past few years. This CLE course will explain why it’s important to understand product features, characteristics and particularly their supervisory challenges. The course will explain the latest regulatory developments which are relevant to these complex products and alternative investments as well as the due diligence requirements and industry practices when recommending REIT securities and private placemen... More Info

Hot Topics in FinTech

FinTech (Financial Technology) is a dynamic, growing industry that seems to have been on fast-forward in recent years. This CLE course, presented by FINRA staff and industry practitioners, will explain how FinTech is defined by various stakeholders in the industry as well as new, innovative ways that firms are integrating FinTech into their business models. The course will address the critical importance of implementing a firm compliance structure in order to address regulatory obligat... More Info

From NFTs to Andy Warhol to New Legislation: Current Developments in Copyright Law

Presented by seasoned intellectual property attorneys, this CLE course will address NFT’s as they relate to copyright law. This CLE course will explain what NFT’s do with reference to the Warhol case in the Supreme Court and how it impacts fair use. The course will also address the potential circuit split in embedding cases, copyright termination, and what are the likely outcomes in various case law and upcoming legislation. More Info

Building a Successful Solo Mergers and Acquisitions Practice

This informative CLE course will present the various tools that all successful merger and acquisition practices should have. The course will review the use of flowcharts and checklists as well as offer practice tips, client management strategies and software recommendations. More Info

Issues To Consider When Drafting Construction Contracts

This CLE course will offer insight regarding the issues that attorneys should consider when drafting construction contracts. The course will review: Drafting Mechanics Liens Delay Damages Termination Liquidated vs. Actual Damages Material Escalation Costs Change Orders Insurance Bonds Dispute Resolution More Info

How Lawyers Can Represent Brokers Beyond Their State Licensing

Nobody enjoys being told what to do, and brokers chafe at being limited to practicing in particular states because their license limits their ability to work across the country. This CLE course will explain license portability, how it differs from license reciprocity and the various states’ limitations on what that allows out-of-state brokers to do. The course will explain how to find and interpret license law limitations as well as counsel broker clients on what actions can be... More Info

Cyber Security Compliance Trifecta: Recent Revisions to Three Important Security & Privacy Standards

Both large and small companies have been faced with increasing cybersecurity compliance concerns. This informative CLE course will review the standards and requirements revisions published recently, which have broad implications for cybersecurity compliance. These include the Spec. Pub 800-53 (Security and Privacy Controls for Information Systems and Organizations), released by the National Institute of Standards and Technology (NIST), the PCI-DSS 4.0 published by the Payment Card Indu... More Info

Legal Ethics: Dos and Don’ts for Attorney Advertising

Marketing yourself as a lawyer can create confusing ethical dilemmas. This CLE course will address the correct balance of advertising, social media and video and client engagement used to grow your practice. The course will differentiate between advertisements and solicitations and explain the importance of the distinction. The issues of trade names and compliance with the latest rules will be addressed. More Info

What Happens To Your Practice If You Die Or Become Disabled

No one wants to think about the possibility of tragedy but that doesn’t mean it doesn’t exist. What will happen to your practice if you become disabled or pass away? Have you dealt with the practicalities? This CLE course will offer preventative steps to ethically comply with client obligations as well ensure your family is protected and the value of practice recovered. Designed primarily for small or solo firms, the course will raise awareness and make sure you are prepared in... More Info

Basics of Patents: Are You Protected? Fundamentals of US Patents and Inventorship

Intellectual property comprises an increasing proportion of a company’s value. As a result, protection of intellectual property is of great importance to company owners as well as stockholders. This CLE course will offer a basic overview of patent law and inventor-ship in the US, and explain the ins-and-outs of patent claims, requirements to be identified as an inventor and disclosure issues in a patent claim. The course will also explain how patent claims are used in the marke... More Info

Advanced 1031 Exchange Topics: Reverse and Improvement Transactions

With a specific focus on Rev. Proc. 2000-37 – Reverse Exchanges, this CLE course will look closely at some of the more advanced aspects of 1031 Exchanges. The course will present different types of “parking” transactions including those related to improvement exchanges. Various strategies for consideration as they relate to partnership issues, which is often the result of 1031 Exchanges, will be discussed. More Info

Bitcoin: Time For Lawyers To Take A Byte

With the emergence of blockchain technology, the Internet of Value has replaced the Internet of Information and the Internet of Things. It has thoroughly transformed our economic system with cryptocurrency being the hottest topic in financial news. The ethical issues involved however, have barely been discussed. This CLE course will address the opportunities as well as the risks for lawyers in the cryptocurrency and blockchain space. The course will offer an overview as well as... More Info

NFT's: A Survey of Intellectual Property Issues

NFT’s have become a valued investment and a hot topic. Since an NFT of Beeple’s collage sold at Christie’s for $69 million, everyone is trying to get in on the action from investors to celebrities. This CLE course will discuss the actual current state of NFT’s and Web culture, the evolving community and the intellectual property issues that are rapidly emerging as a result. More Info

Unfair, Deceptive, or Abusive Acts or Practices: “I’ll Know It When I See It…”

One of the most important regulations in the mortgage industry, UDAAP or Unfair, Deceptive, or Abusive Acts or Practices impacts every other lending regulation including marketing, fair lending, licensing and communication). It also impacts every aspect of the lending cycle. The regulation, however, is fairly subjective and difficult to defend against. This CLE course will explain how the regulation operates in practice and provide critical knowledge for lending and real estate lawyers... More Info

Ideas to Cash: Guiding Creative Clients In Monetizing Their Inventions and Other Creations

An idea can be difficult to express, much less to protect. The law offers various types of protections as well as a series of procedures to implement those protections including patents, trademarks, copyrights and trade secrets. This CLE course will review the different types of protections as well as how to monetize the methods. Samples of different methods and techniques for approaching targets will be presented so you can turn your clients’ ideas into profit. More Info

Asset Protection for Cryptocurrency

In an increasingly litigious society, asset protection is more important than ever and cryptocurrency is therefore having its heyday. Simultaneously, it is the targeted asset in more and more lawsuits with Blockchain technology making it increasingly easier to see the amount of cryptocurrency an individual owns. This CLE course will offer strategies for protecting cryptocurrency assets in a lawsuit. More Info

Recent Trademark Decisions Practitioners Should Know About

There have been many fascinating trademark decisions from the Federal Courts as well as the Trademark Trial and Appeal Board. These decisions are required knowledge for trademark practitioners. This CLE course will present these decisions as well as the myriad issues visited from protective orders and color marks to standing, initial interest confusion, territoriality and more. The course will also review a variety of decisions including: Brooklyn Brewery Corp. v. Brooklyn Bre... More Info

Walk Away With The Check: How To Win A Business Divorce Case

A bad business partner can be the downfall of even the most stalwart client. This CLE course will explain the litigation, negotiation and corporate governance expertise required to help your client in a business dispute. The course will cover the 5 corporate provisions that control partner disputes and how to devise a strategic plan to win a business divorce case. The course will also cover issues such as how to time a separation, how to end with the upper hand and valuation me... More Info

Setting Up Your Securities Clients For Success

Legal counsel will typically evaluate Exempt Offering Documents on legal grounds, ignoring the option of considering how offerings can be best articulated from the underwriting perspective. This CLE course will offer tips on how to approach securities documentation from the standpoint of underwriting standards which have the benefit of consistency and efficacy in offering documentation. The purpose of the course is to help legal counsel offer informed, risk-adjusted investment decision... More Info

A Search for Perfection: Fundamentals of UCC Article 9

The complexity of Article 9 of the UCC’s technical rules for secured transactions can be a challenge. This CLE course will offer a comprehensive overview of the major concepts that attorneys need to know about Article 9. The course offers a practical approach which outlines the fundamental issues from defining secured transactions to potential remedies for default. The course will also review the various perfections of security interests and priority issues and rules. More Info

Foreclosure: Mastering After The Sale Challenges

This comprehensive CLE course will prepare real estate attorneys to manage standard post foreclosure sale processes as well as manage client expectations and those of other involved parties. The course will assist attorneys in identifying potential post-foreclosure sale challenges and proactively strategize in how to address and solve them. The course will cover: Post-judgement costs Interest Attorney fees Bankruptcy Missed liens Possession Procedural challenges More Info

How to Value, Sell & Purchase a Law Practice

The aging population impacts every industry, including attorneys. This CLE course will address how retiring attorneys should value, sell and purchase law practices. The course will present the process for preparing to sell properties and offer tips to add value through systems and processes implemented across their practices. The course will explain the 5 key components used to value a practice, options for selling a law firm and the “synergy value” that retiring attorneys should prese... More Info

Oh Brave Commercial New World: The New Reality of Name, Image, and Likeness in Collegiate Athletics

This CLE course serves to clear up the misunderstanding surrounding the recently enacted laws that permits college athletes to earn money from the use of their Name, Image & Likeness (NIL) without risking their college eligibility. While there are some restrictions, the response of the NCAA in lifting their rules, even in states where the law wasn’t passed, enabled collegiate athletes, previously barred from endorsements or other earnings, to pursue opportunities much the way professional athl... More Info

Corporate Philanthropy: Where to Start and How to Get it Right

Philanthropic initiatives by companies have become almost expected in recent years. Corporate Social Responsibility has made it almost impossible to avoid. But how can a company give back? This CLE course will present the different program options available to companies, taking into account compliance issues, program consistency with a company brand and strategies to avoid legal liability. This CLE course will offer an interactive overview useful for both CSR and corporate foundation m... More Info

The Regulation of Private and Foreign Funds in the Age of Cryptocurrency

Cryptocurrency has transformed the way we think about investing. This CLE course will offer a comprehensive overview of the regulatory system as it applies to private and foreign investment funds and how it has been dramatically altered by the rise in cryptocurrency. The course will open with a historical overview of applicable regulation including the Securities Act of 1933, the Securities Exchange Act of 1934, the Investment Company Act, the Investment Advisers Act, the Dodd-Frank Ac... More Info

Emerging Post Pandemic Cybersecurity Issues for Lawyers

Cybersecurity is an absolute necessity for law firms today. In the post-pandemic world, with attorneys working remotely and from a variety of devices and networks, the ethical and professional obligations with regards to competency, supervision and confidentiality are further amplified. Creating a defensible cybersecurity protocol means taking into account the process (technology) as well as the policies, such as incident response, business continuity, disaster recovery, work-from-home... More Info

Trademark Modernization Act: Understanding the USPTO's Final Rulemaking

This CLE course will focus on the ability of USPTO and brand owners to initiate new ex parte reexamination and expungement proceedings. These proceedings, were authorized by the Trademark Modernization Act. The course will explain these proceedings as well as the USPTO’s final rulemaking and the impact it will have on brand owners. The course will cover procedural issues, best practices to brands responding to these proceedings, consideration for those implementing proceedings, changes... More Info

Defining Antitrust Markets in Platform Industries

Designed to update generalists, anti-trust practitioners and inside counsel on the lower courts’ interpretation and application of Ohio v. American Express as it relates to defining antitrust markets involving platforms, this informative CLE course offers a brief but high level overview of antitrust law in the US. Taking into account the impact of the Supreme Court decision in this landmark case and the degree to which platforms have occupied the antitrust spotlight, the course will review the... More Info

Introduction to Chapter 11, Subchapter V: An Accessible and Affordable Option for Small Businesses

Between stimulus payments and eviction moratoriums, bankruptcy filings have reached record lows. This assistance, however, provided on a federal and state level in response to COVID-19, will not last forever. When these expire, small businesses looking for a new means of support can turn to Subchapter V of Chapter 11 of the Bankruptcy code, which this informative and timely CLE course will present. The course will offer a step-by-step guide for plan approval as well as commercial lease... More Info

Return to Office: Employment Tax Considerations

The post-COVID world has companies completely re-imagining workplaces, whether actual or virtual. This CLE course will explain various fringe benefits of a distributed or hybrid workforce, including employment tax benefits and those being offered real-time to motivate workers to return to offices or remain in place. The course will cover guidance from the IRS and various states on how to manage the complexities of these tax issued both in regards to reporting and withholding for employ... More Info

The Matrix Resurrected: Employment Non-Competes Across State Lines

Offering a comprehensive overview of US law concerning restrictive covenants, covenants not to compete, solicitation agreements and other non-compete terms in employment agreements in various state jurisdictions, the CLE course will look at the statutory, judicial and other frameworks states use to address these issues. The course will offer practical advice for those who review non-compete provisions in employment agreements or for the purpose of negotiating and drafting such agreem... More Info

A Hundred Little Things: Negotiating Commercial Real Estate Leases, Focusing on Technology, Ethics and COVID Amendments

This advanced CLE course is designed for a variety of lawyers. It will focus on the use of Google sheets and AirTable as well as the ethical issues related to such tools. Using a Prime Time TV sublease to dissect ethical issues, the course will delve into a variety of ways clients might be impacted by COVID with regards to leases and CRE long term, business and restaurant advisors, work from home issues and curbside eating and delivery. More Info

How The New Proposed Tax Bill Can Impact Your Retirement Account

The recent tax proposal released by the House Ways & Means Committee has a huge impact on retirement accounts. This informative CLE course will provide details to key provisions of the proposal including the $10m retirement account cap, the elimination of Backdoor Roth IRA and of Mega Backdoor Roth IRA’s. Other provisions to be discussed include: Asset holding prohibitions Investment using IRA’s in entities for which you are an owner Statute of limitations extensions And more More Info

Business Interruption Coverage Post-Covid: Property and Business Interruption Claims and Forensic Accounting

Income losses from COVID-19 are a continued problem in industries throughout the US. Many, whether private organizations or public entities, have employed their Business Interruption insurance policy to offset the loss. This CLE course will present the current state of insurance claims for such interruptions and explain how to prepare, present and support a lost income claim. The course, presented by experienced professionals in the field of business interruption insurance, wil... More Info

Representing the Founders and Initial Investors in a Startup Technology Company

The start-up phase of a technology company requires the assembly of a management team, the development and testing of products and services, marketing strategies and intellectual property research. Most importantly, it is when the initial capital is raised. This entertaining CLE presentation whose fast-pace mirrors the frenetic energy of start-ups will present the most common corporate, securities and tax law issues that are involved when representing start-up founders or early-stage i... More Info

Comic Book Contract Negotiation And Drafting

An engaging CLE course designed to address the provisions common to comic book agreements and client interview exercises, participants will engage in mock negotiations while learning to spot common problems. The course, which is facilitated by experienced comic book industry attorneys, will also offer a hands-on guide to drafting and editing agreements. More Info

Representing Comic Book Creator Clients

The comic industry has seen some serious shifts in the last two years. This informative CLE course will present the fundamentals of representation in the comic book industry and explain new areas of litigation and transactional work. New distribution models, NFT’s and other developments and their impact on the industry will be explored along with topics of inclusion and diversity essential to successful representation. More Info

The Patent Process for the Curious: What Lawyers Need to Know

Patent law is one of the lesser known areas of law, in particular from a procedural standpoint. Special licensing and exclusive exams, as well as an undergraduate degree in science or engineering, dictate who can practice patent law and only practitioners will have real in-depth knowledge. With only about 40,000 active practitioners in the US, course work in the field is extremely limited. Regardless, it isn’t uncommon for an attorney with little or no background in patent prosecution... More Info

International Joint Ventures: Problems, Solutions and Approaches

The legal issues surrounding cross-border joint ventures (JVs) can be somewhat complex. This CLE course will address all the basics such as purpose, management, governance and capital contributions. The course will also cover veto rights, profit distributions, transfer restrictions, minority protections and dispute resolution specifically within the context of international or cross-border ventures which means that cultural and foreign law issues, international taxation, profit repatri... More Info

Counsel's Role in Developing & Adopting a Code of Ethics

Almost every organization today has a code of ethics they claim to abide by. But are these codes policies? Legal requirements? Are they enforceable? Are there exceptions? This CLE course will address all of this and more and explain the attorney’s role in developing and implementing the enforcement of these codes. The course will address all of these issues as they relate to the code being upheld by a small group of representatives yet scrutinized by the public at large as well as stak... More Info

Increasing Revenue for Your Clients and Yourself Through Franchising

Looking to increase your revenue through franchising? This CLE course will explain the advantages of franchising and its potential for success in the US. The types of businesses that can be franchised and the process for establishing a franchise system, including registration requirements in various states will be discussed. The Franchise Disclosure Document as well as duties and options as a franchise attorney will be presented. More Info

Overview of FinTech Regulation and Compliance

Companies that utilize new technology to automate and improve the delivery of financial services, known as FinTech, face many challenges. This CLE course will explain the core principles and regulatory issues in the US which govern the primary aspect of financial services such as funds, securities, money transition, commodities, anti-money laundering and even basic banking. The course is primarily geared to attorneys, but anyone interested in FinTech has a lot to gain. More Info

How Covid-19 Legislation has Impacted Commercial Landlord-Tenant Litigation

Commercial landlord-tenant litigation has been greatly impacted by COVID-19 legislation, dramatically altering the commercial landlord-tenant practice. This CLE course will explain the key legislation and executive orders which had an impact on the ability of a landlord to collect rent, the tenant’s ability to delay rent payments and the guarantor’s ability to eschew personal responsibility. The course will offer practical considerations and suggestions in light of the new chan... More Info

Trade Practice and the Alcohol and Tobacco Tax and Trade Bureau

This comprehensive CLE course explains the Federal Alcohol Administration Act and the Code of Federal Regulations’ trade practice laws under the auspices of the U.S. Department of Treasury, Alcohol and Tobacco Tax and Trade Bureau (TTB). The course will describe the three tier system and how the manufacture and distribution of alcoholic beverages works within that system. An overview of trade practice regulations which prevent suppliers from exerting undue influence on distribu... More Info

New York’s Brand-New Power of Attorney

Recently new Power of Attorney laws came into effect. In this comprehensive CLE course, Elizabeth Forspan, Esq. of Forspan Klear LLP will explain the primary changes to the POA form and how to plan in accordance with these new changes. The course will review key items to include when preparing new Power of Attorney forms. More Info

From Law to Leadership: Transitioning into a Business Role

This CLE course will explain how attorneys can successfully transition from practicing law to taking on a business role in an organization. Drawing on personal experience, presenter Mark J. Wuellner explain the process step-by-step from understanding the purpose of the move to finding opportunities, utilizing legal skills and advancing to the C-suite job. The course will present the many misperceptions and challenges attorneys will face as well as the competition in the market.... More Info

For Those Who Dare: Practical Legal Approaches to Funding Start-Up Companies

Start-up companies are exciting when you get in at the beginning, but things can easily get messy. It requires flexibility and vision, lots of time commitment, money and quality legal advice. This CLE course will present the various types and stages of funding for start-ups, from bootstrapping to priced equity round. The course will also address other topics that can help prepare and position start-ups for successful fundraising. More Info

Litigation Support Services Performed by Forensic Accountants

Complex accounting, valuation and other business issues can stymie even the most competent lawyers, judges and juries. Forensic accountants provide valuable services in these instances. Whether it is interpretive analysis, investigations or damages analysis, these accountants are the specialists. This CLE course will explain the many types of litigation support services, the impact of forensic accountants on all stages of the litigation process and case study support for the benefit of... More Info

Starting Your Own Firm & Scaling It

Interested in starting your own firm but don’t know where to start? This CLE course will offer essential tips and strategies that will guide through the entire process. From leaving your old firm to launching a new one, the course will include pitfalls to avoid, approaching first clients and how to effectively scale your business and ensure long-term growth. More Info

Privacy Law & Policy: Keeping Clients Out of Regulators’ Crosshairs

Consumer-facing businesses are under growing compliance pressure with the evolving privacy laws such as California’s Consumer Privacy Act (CCPA) and other enhanced state data breach laws. This informative CLE course will offer a solid background on both current and emerging federal and state privacy gaps and explain how to advise clients on compliance-related issued. The course will present real-world events as well as enforcement actions and explain privacy requirements and challenges... More Info

Litigating Successfully: Understanding Commercial Division Rules Adopted by the NY Trial Courts and More

The new Uniform Rules of Court for the NY Supreme and County Courts have been adopted with the intent of adding selected Rules of the NYS Commercial Division. This CLE course will identify the new rules as well as explain how these new rules impact their litigation in New York State courts. The course will ensure you are knowledgeable on how these rules apply. More Info

Representing Applicants before State Liquor Authorities and the TTB

It’s difficult to imagine a time when the sale of alcohol was prohibited. Yet the current three tier system for the manufacture, distribution and sale of alcoholic beverages in the US was the result of prohibition. This CLE course, presented by Arielle Albert and Keven Danow, will present the regulatory schemes that states adopted to address these issues before the prohibition when states either took control over sales, elected a licensing scheme or remained dry, or at least partially... More Info

Business Acquisition Transactions: Helping Your Client Buy the Right Business on the Right Terms

With a view from the perspective of a buyer’s attorney, this CLE course will guide you through the process of a lower middle market business acquisition. The course will explain the ins and outs of the transaction process including documentation and negotiation of the terms of an Asset Purchase Agreement. More Info

Law Office Succession Planning: Options & Ethical Rules

Succession planning never seems like an emergency, but it is critical to ensuring your business’s future. This CLE course will address planning options available to attorneys for succession, including a focus on the difference between internal and external succession plans as well as contingency planning in the event of unexpected death or disability. The course will delve into how a practice may be valued as well as the many NY Rules of Professional Conduct that apply to the successio... More Info

ADA Website Compliance: Is Your Website Lawsuit Proof?

Section 508 of the American with Disabilities Act (ADA) stipulates a variety of issues pertinent to Website ADA Compliance. This CLE course will explain these issues and the significance and impact of increased accessibility and how that relates to the ADA. With data innovation giving new significance to the notion of equal access for all from the perspective of accessibility for those with disabilities as well as the untapped market they embody, this course will offer the data, resour... More Info

New York State Establishes Post-Mortem Right of Publicity and Other New Protections

New York State effectively extended its protections for the right of publicity in legislation signed by Governor Cuomo. This legislation not only established a right of publicity after death, which had never before existed in New York, it also extended protections against digitally created replicas of performers and unauthorized depictions of conduct considered explicit. This CLE course will cover these changes and others as they relate to New York’s Right of Publicity Law and explain... More Info

Selling a Family Business

Many people claim you should never go into business with family. This is especially true when it is time to sell, and you run headlong into a combination of tax and financial issues and personal family dynamics that can stall and even destroy any profit the family may have anticipated, along with the damage to personal relationships that will inevitably ensue. This CLE course explains how best to manage the process of selling a family business taking into consideration both the financi... More Info

An Introduction to Private Investment Funds

There are many legal and practical considerations to account for when establishing a private equity, real estate or hedge fund. This CLE course will offer a comprehensive review of the Investment Company Acts of 1940 (the “40 Act”) relevant sections as well as those of the Investment Advisers Act of 1940 (the “Advisers Act”), including the rules and commonly used exceptions to registration under these acts. The course will also undertake a review of relevant provisions of the Securiti... More Info

Financial Planning for Lawyers

Financial planning is about more than just retirement. This CLE course will address a variety of financial planning issues such as student loan debt, taxes, financial aid eligibility, and salary disbursement. The course will discuss the interrelationships between these factors and how to create annual budgets that account for them. Tax reduction strategies, family planning, loan repayment, planning for aging parents and estate planning will all be presented. More Info

Ten Critical Legal Issues in Consumer Protection

What are the critical issues facing consumer and corporate attorneys in the coming year? This CLE course will explain the typical consumer laws adopted by various states and how they are being interpreted by the courts. The course will present a regulatory overview as well as enforcement actions that both federal and state regulators tend to bring and how an attorney may effectively defend against them. The impact of COVID-19 on these laws will be addressed. More Info

Business Purchase Agreements: Drill Down Deep Into The Three Main Purchase Agreement Types

The purchase or sale of the entirety of business assets, some business assets, or an ownership interest in a business requires three main types of purchase agreements. These include Asset Purchase Agreements, Membership Interest Purchase Agreements and Stock purchase Agreements. This informative CLE course will examine each of these in depth and use specific examples from transactions conducted by the presenter, business law specialist Richard Waxman. The course will utilize the examples... More Info

The Business Uses of Life Insurance

Offering a complete overview on life insurance, this CLE course will cover insurable interest, common riders and term vs. permanent. The topic of underwriting and the various types of insurance companies as well as buy/sell agreements, key persons, group whole life, retirement and executive bonus plans and whole life insurance as a business asset will all be discussed. More Info

Horsesense and Nonsense: Why Equine Law is Not That Simple

The intersection of law and horses is more common than one may think. The equine industry has many unusual nuances and attorneys who are not aware of them can easily find themselves in uncharted territory. Presented by a nationally recognized speaker who has served as an expert witness in the area, this CLE course will address Equine Law and offer solutions and strategies for equine business concerns, horse-specific legal issues and the area of real estate law that relates to it. More Info

Overview of Parliamentary Law and Procedure

An attorney who serves as a general counsel or a municipal attorney may be required to serve as an organization’s parliamentarian at regular or annual meetings as a requirement defined in their governing documents. This CLE course will explain the basic rules for an attorney serving in this capacity as well as guidelines to follow in accordance with the newly revised 12th Edition of Robert’s Rules of Order or other standard authorities. The course will begin with an introduction and ex... More Info

Basics in Transitioning The Family Owned Business

Family-owned businesses are often the result of years of investment, building a company from the ground up. When it’s time to pass that business on, whether to the next generation or to non-related management or employees, many owners find themselves in uncharted territory. This CLE course will address the fundamental questions that attorneys must deal with when a family business is going through a stage of succession. The course will explain how to plan for this type of transition and t... More Info

Venture Capital Funds: Formation, Terms, Issues Encountered, and Other Practice Tips for Counsel

Venture capital has made it possible for many young companies to grow into major corporations. By providing extensive financial and advisory support, they manage to accomplish these goals while sparing them from the scrutiny and disclosure requirements of the public market. Familiarity with the inner workings of capital funds as well as the various concerns they face such as regulatory issues are critical for attorneys. This CLE course will present an overview of venture capital funds... More Info

The Future of Cannabis: Navigating a Prosperous Future Amidst Patchwork Regulations and a Pandemic

Marijuana and hemp have always navigated uncertainty with regards to regulations. COVID-19 has only increased the uncertainty surrounding these areas. This CLE course will present the past, present and future of the cannabis industry with regards to pending and future regulatory and legislative measures, the restrictions and impact on corporate transactions, liability issues, IP protection and interjurisdictional concerns within the global market. The course will offer practical advice f... More Info

Purchase Or Sale Of A Business, Or Part Of A Business: Documents Boot Camp

The purchase or sale of businesses or ownership interest in a business require a tremendous number of documents. The primary ones include Asset Purchase Agreements, Stock Purchase Agreements and Membership Interest Purchase Agreements. This CLE course will explain and provide samples of all of these documents and others and explain when they should be implemented. Other documents to be explained include: Letters of Intent, Non-Disclosure Agreements, Authorizing Resolutions, Lien Search... More Info

Is a Contract Worth the Paper It’s Written On? Maximizing Protections by Drafting Great Contract Provisions

Even for the more seasoned attorney there is room for improvement when it comes to contracts. This CLE course will help to identify and improve critical contract provisions using a Purchase of Sale Agreement as a baseline, the course will explain how those provisions may apply to almost any contract. The course will review pre-contract negotiations including NDA’s, LOI’s and Term Sheets as well as the common terminology used in formal contracts. The course will address the clauses that... More Info

Collections in the Age of Covid

COVID-19 has wreaked havoc on every industry, from the largest corporation to the smallest mom and pop shop. Unemployment is rampant and many people as struggling to stay afloat. Given the widespread loss of income, how can one be expected to repay loans taken before the crisis hit? And how to anticipate when payments could reasonably be made? This CLE course will explain the issue of outstanding receivables and the difference between commercial and consumer collections as they relate t... More Info

International Data Movement: Issue Spotting from Afar

The movement of data is essential in today’s global economy. And with the speed and ease with which data changes hands, the legal issues involved in handling personal and client data is that much more sensitive and complex. This CLE course will address the issue through the identification of potential legal issues to assess when advising clients or businesses in the how, when and what data moves across the world. More Info

This Isn’t Rocket Science! All You Need to Know About Filing a Chapter 7 Bankruptcy Petition

Bankruptcy petitions are not nearly as simple as they may appear and with the recent financial crisis sweeping the nation, many attorneys will be called upon to assist clients in filing. This CLE course will review the basics and provide valuable guidance in filing Chapter 7 bankruptcy. Bankruptcy practices and document review as well as the history of bankruptcy, rules, codes and typical forms, statements, schedules and the overall bankruptcy “Bible” will all be covered in this compre... More Info

The State Tax Man Cometh Knocking: South Dakota v. Wayfair, Inc. & the Rapidly Evolving State & Local Tax Environment

The Supreme Court decision in South Dakota v. Wayfair, Inc. altered the state tax environment for businesses. As a result the state tax authorities began to aggressively pursue out-of-state sellers and often applied their laws to tax periods prior to the decision. Sales tax are not the only type impacted; gross receipts, income taxes and digital taxes are as well. This CLE course will explain the changing definitions and developments as well as the current laws and how to prepare clie... More Info

Now I Know My SDKs: Legal Considerations for Use of Tracking Tech for Analytics & Advertising

This CLE course, presented by Frankfurt Kurnit, will explore issues of privacy and advertising as they relate to Software Development Kits (SDK’s) and other tracking technology in today’s apps. The course will do a deep dive in SDK’s and explain how they are used for analytics and advertising as well as the type of notice and choice they require. Whether they might lead to lawsuits, PR concerns, and privacy as well as negotiating contracts for their use will all be addressed. More Info

Starting a Solo Practice

Starting your own law practice has a great deal of advantages. And yet, the challenges you will face are much the same as those faced by any new business owner. This CLE course will explain how to create the needed business, marketing and operations plans to launch and manage your new business and how to ensure your success. Entertaining and fast-paced, this CLE course will provide you with the skills necessary to build a successful solo practice from anywhere in the US. More Info

Restrictive Covenants and State Governments: A Discussion on Recent State Laws Modifying the Use of Noncompetes

The use of non-competition agreements by businesses and employers is on the rise. The CLE course will explain recent laws enacted in various states and how they may differ one from another, particularly in scope. The course will also explore how these laws modify the general standards used by businesses to evaluate the use of restrictive covenants. More Info

Hot Topics in Broadway Law: Attack of the Coronavirus

The spread of COVID-19 impacted every industry across the country and the theater industry was in no way exempt. Long-running shows like Wicked and Hamilton closed and new productions were shut down before they could open creating a complex web of legal issues. This CLE course will present the various issues currently facing the theater industry including the role of unions, intellectual property protection, live-streaming performances, contractual obligations, refunds for cancellations, insur... More Info

The Basics of Asset Protection

Asset protection strategies take many forms including insurance, gifting and retirement planning. This CLE course will present the benefits of these types of asset protection as well as single member LLC’s and Charging Order Protection entities such as Limited Partnerships and LLC’s. The course will also offer a comparative analysis of Domestic cs. International Asset Protection Trusts. More Info

Evolving Risks of COVID-19: Coverage Implications, Recent Litigation and the Legislative Landscape

COVID-19 has resulted in unprecedented financial losses throughout the US. With most industries facing uncertain times with regards to the degree of the losses as well as insurance coverage available, there are some very nervous business owners out there. Many are maintaining that there is no insurance coverage available for this situation while others are demanding relief, This CLE course will explain the basics of insurance coverage including those that are particularly suited to COVID-19. T... More Info

Acquisitions of Insurance Businesses

There are a variety of ways to structure the acquisition of an insurance business. This CLE course will discuss these different avenues taking into consideration variables such as the type of business being acquired, the buyer’s business objectives and others. The course will address specific provisions including reps and warranties, closing conditions related to regulatory approvals, due diligence, file preparation and disclosure requirements. Competition, third party consent and rati... More Info

COVID-19: Business and Asset Protection

The impact of COVID-19 is widespread and the resulting recession unavoidable. As with all recessions, this one has left the business world with declining sales, job losses, loan defaults, and rent declines. This fascinating CLE course will explain how to protect assets from plaintiffs, creditors, lenders and even the government and how to apply the lessons of the last financial crisis to today’s state of affairs. The course will present real-life stories that offer practical approaches to asse... More Info

Show Me the Money! An Analysis of the Paycheck Protection Program in the CARES Act

The Paycheck Protection Program in the CARES Act is meant to alleviate the stress on businesses as a result of the COVID-19 pandemic. This CLE course will explain the ins and outs of the PPP & EIDL loan provisions including requirements and how it relates to law firms as well as the potential pitfalls and benefits. Topics include: Loan Provisions Deferral Assistance Penalties 1110 Emergency EIDEL Grants Statutory conditions and procedure of loans General information on statutory... More Info

Advising Clients on Contractual Concessions Leveraging Force Majeure for COVID-19

Force majeure clauses may be used to obtain concessions for clients who may be performing below standards due to COVID-19 and/or governmental measures. This CLE course will explain how force majeure may be used as well as the legal precedents to address virus-related impacts on performance. Case studies from similar events will be examined. The course will also provide tips and strategies for negotiating on behalf of clients facing enforcement or termination due to late or non-performance. More Info

Branding and Business, with a Primer on Non-Use Due to Covid-19

Selecting a distinctive brand for a business’s services and products requires creativity and skill. This CLE course will help businesses as well as their counsels on the key elements to consider as well as how to protect the brands once they’re created. Federal and state trademark registration issues will also be discussed, as well as how to assess branding as a business grows and develops. Brand growth potential and strategies for preventing infringement will also be discussed. More Info

The Growing Legal Issues Facing Cannabis at the State and Local Government levels

Cannabis is now legal on over 33 states, making state and local control over both medical and recreational marijuana a critical issue. This CLE course will explain the various restrictions and regulations that must be considered for businesses throughout the process from growers to producers to dispensaries. The course will offer guidance on how to assist clients achieve their goals and address the many challenges companies may face. More Info

Introduction of Global Wine Laws

There are laws governing almost every industry, even those we rarely view as being legally complicated. Wine, for example, its cultivation, production and even labeling is governed by strict rules that apply to the various countries wherein wine is produced. This CLE course will explain the purpose of these laws and how they are tied to consumer protection laws and a customer’s ability to ascertain the wine’s region of origin, grape varietals and quality. The course will explain the national r... More Info

Understanding Startup Issues: From Formation to Funding

Startups seem to be forming on a daily, maybe even hourly, basis. Which will succeed and which will fail is somewhat dependent on the strength of the idea, but even more so on an entrepreneur’s ability to move the innovation through the initial phases of development and launch. This CLE course will explain this startup process and how to move an idea through the initial concept to a scalable product or service that can compete in the market. The course will explain the types of entities that o... More Info

Standard Essential Patents & FRAND Damages: The New PAE Frontier

The Supreme Court’s Alice decision effectively limiting software patent-ability has significantly slowed lower-end patent assertion programs while Standard Essential Patent suits have grown in number with the Patent Trial & Appeal Board post-grant proceedings. Filed by patent assertion entities (PAE), patent aggregators, and practicing companies, these complex suits generally relate to infringement and require and in-depth understanding of the product’s chipset. Yet that information is often n... More Info

Biometrics in the Workplace

Biometrics, which refers to identification by means of physiological characteristics such as retina and speech recognition, fingerprints and even heart or brain waves, poses a variety of ethical and legal consideration. While employers are attempting to utilize biometrics to identify employees and protect their businesses from its physical premises to its computer systems, many employees have begun to object. This CLE course will explain biometrics and they are used in the workplace as well as... More Info

Planning for Business Exits from C Corporations: Intra-Family Business Transactions and Other Developments

The Code Sec. 1202 exclusion for the gain on the sale of stock has gained increased attention from the Lower C corporation income tax rates. This CLE course will explain how this exclusion works, how it impacts a C corporation’s business structure, how it can be applied when a business changes from another entity to a C corporation and how it might compare to exit strategies of other businesses. The course will also explain how to shift to a partnership status from a corporate one after the ta... More Info

Negotiating and Drafting An Asset Purchase Agreement

This course will present the viewpoints of buyer and seller with regards to negotiating and drafting an asset purchase agreement. The course will consider the assets and liabilities of such purchases and sales as well as those specifically excluded. The course will review protections for each party from execution to closing as well as those that remain after closing. More Info

Leveraging Technology for Law Office Efficiency

Designed for those who have resisted going full digital, this CLE course will present the concepts behind taking all functions to the cloud. The course will offer an introduction to owning a domain and integrated mail services as well as potential domain-wide integrations. The various types of practice management software and the advantages and disadvantages of the services they offer, the use of digital files and servers, the cloud vs. the private cloud, phone and fax systems and client commu... More Info

Harassment in the Workplace: Awareness and Prevention

Sexual harassment in the workplace is preventable. This CLE course will explain the policies, procedures and workplace practices that employees should avoid as well as utilize in the face of inappropriate behavior. The course will explain the policies that every business should institute along with a system for notifying employees of guidelines and avenues for reporting. More Info

Representing a Franchisee Against his Franchisor: Obtaining Information for Litigation

Representing a franchisee in litigation against a franchiser requires specific knowledge and skills. This CLE course will explain the first steps a litigator must take to acquire the information needed to move forward successfully. More Info

Legal Issues in Comic Book Contract Negotiation And Drafting Practicum

An intensive 2 hour CLE course in the practical skills necessary for comic book legal practice, this course will explore contract provision, client interview exercise and publishing agreement demo. The course will be facilitated by comic book publishing attorneys with years of practice and attendees will draft contracts and engage in mock negotiations. Service agreements, licensing tips and strategies for drafting contracts will all be included as will a Q & A. More Info

The Law And Practice Of Representing Comic Book Creators

The comic book industry has its own particular set of legal issues, laws and regulations. This CLE course will offer a comprehensive overview of the past year in comic book litigation and transactional work while presenting the fundamental concerns of representing comic book industry clients. The course will explain diversity and inclusion issues, emerging intellectual property issues, self-publishing and contract laws. The course will conclude with a Q & A. More Info

Essentials of Corporations, Partnerships and LLC's

Presented by business lawyers Eli Greenberg and Mark Silverstein, this CLE course will offer an overview of the four principle business entities - Corporations, General Partnerships, Limited Liability Companies, and Limited Partnerships. The course will explain the ins and outs of organizing, managing and financing such entities as well as how to deal with mergers & acquisitions and option plans. Fiduciary duties and indemnification of management will also be discussed. More Info

Top 10 Considerations For Your Employee Handbooks

The rules governing employer/employee relationships have taken dramatic turns over the past year with a slew of new regulations that impact everything from discrimination and harassment to social media and confidentiality. This CLE course will explain all the recent decisions and how they impact communication and company policies which ensure a professional and effective workplace. The course will present its top 10 list of issues to keep in mind when drafting, reviewing or revising the handbo... More Info

Hot Topics in Theater Law

There’s more to Broadway than just lights, camera, action. The legal issues involved in producing a Broadway show and the responsibility of a theater attorney as production counsel are myriad and complex. This CLE course will explain the legal issues involved in producing a multi-million dollar spectacle including how to deal with Broadway’s union and trade association, the role of the general manager, production entity formation, underlying rights and applicable contracts for creative staff.... More Info

Intellectual Property Case Law Update and General IP Overview

The issue of patents, trademarks and copyrights have received a great deal of attention in the past year. This CLE course will review the most important IP case decisions of the past year, including Supreme Court decisions on how trademark restrictions relate the First Amendment issues. The course will explain the requirements to bring a lawsuit as well as the basic features of the various intellectual property disciplines, considerations for securing Intellectual Property and how the applicat... More Info

Resolving Real Estate Disputes Through Negotiated Settlements

Regardless of how litigious a person may seem, most would prefer to avoid the tedious and expensive process of litigation. This is what typically motivates people to enter into a negotiated settlements. This CLE course will explain how negotiated settlements work within the framework of real estate disputes, specifically between individual owners as tenants in common, two estate sharing common tenants, corporate entities with shared ownership through a jointly owned LLC and claimants to a prop... More Info

What All Lawyers Need to Know about US Banking Law

Regardless of whether you are representing a bank or a client who is a counter-party to a bank, bank regulatory issues may arise. Designed for general practitioners, this CLE course will offer an overview on the complexities of the US banking system and the various applicable laws and regulations. The purpose of the course is to familiarize attorneys regarding the relevant regulators. How banks are formed, what they are permitted to do and other transaction-related issues will be discussed wit... More Info

Investing in the Cannabis Industry 101

With a special focus on key considerations and the art of navigating investments in the industry, this CLE course provides a comprehensive overview of the fastest growing industry in the US and abroad – cannabis. Indeed with legalization spreading across the country, the cannabis industry provides an incredible opportunity. But with that opportunity comes a particular landscape and legal nuances that must be taken into account before starting a venture. Presented by Brent Johnson, CEO of Hoban... More Info

Mergers & Acquisitions in the Cannabis Industry

With legalization spreading across the US, the cannabis industry has become one of the fastest growing across the country and around the world. With this incredible opportunity comes a wide variety of specifics and legalities that must be taken into account before starting a venture. This CLE course, presented by Brent Johnson, CEO of Hoban Law Group which is exclusively dedicated to this industry, will explain the landscape and nuances unique to the hemp and marijuana industry. The course wil... More Info

Stranger Than Fiction 2.0: True Crime Legal Issues

The entertainment industry has made true crime a subject of popular fascination. But as production companies look to push the envelope to keep the audience entertained, it’s important to assess the various pitfalls and analyze risk. This CLE course will explain the legal issues surrounding using real-life events for entertainment and how to adapt true crime for a mass audience. The course will review strategies for negotiating with law enforcement including obtaining access and materials. Mana... More Info

An Attorney’s Guide to Online Defamation & Website Removal

Amidst all the discussion of the pros and cons of social media, one of the more recent developments in the con area is that of internet defamation. This CLE course will focus on how this type of case begins and the various available strategies to resolve it. The most likely perpetrators, motives for defamation and how online free speech may apply will all be explored as well as pitfalls to avoid in bringing such a lawsuit. The course will use existing case studies to analyze potential results... More Info

Unmasking Anonymous Internet Actors Through John Doe Lawsuits

Given the prevalence of identity theft, it’s no wonder that people have turned to crypto-currency, where they can rely on complete anonymity. And yet, this same anonymity which is meant to protect us can also lead to the worst type of behaviors, including criminal acts, motivated by the impossibility of discovery and therefore complete absence of accountability. This CLE course explains how to advise your client in revealing internet actors and hold them accountable for their civil or criminal... More Info

A Corporate Counsel Song and Dance: Keeping your Corporation in Tune and Out of Court

The notion of copyright seems almost antiquated in the modern world. How does one reinforce ownership over anything when almost everything can be copied and shared at the push of a button? This CLE course will explain the various challenges that attorneys regularly confront when counseling corporations as well as how to respond to them. The course will primarily focus on issues related to the music industry but the central principles are applicable to all forms of copyrighted material. More Info

Scanning Copyright: Surveying the Fundamentals

As the internet and social media enable us to share more and more, the concept of copyright begins to seem vague. What does it mean to own a book, a movie, a picture? This CLE course will explain copyright, what it is and the many ways the legal system has endeavored to protect it while others seek to exploit. The issue of international copyright, and the various conditions of copyright as well as how the idea was conceived and for what purpose will all be discussed. The distinction between co... More Info

Drafting Enforceable Non-Competition and Non-Solicitation Clauses: Important Considerations to Know

Restrictive covenants are typical tools employers use to decrease competition and millions of employees in the US are under some form of non-competition or non-solicitation agreement. The courts’ view of these agreements vary from that of employers as they seek to ensure that they are reasonable and don’t unduly restrict competition in the market. This CLE course will focus on these types of agreements, how to draft them, and necessary components to create an enforceable restricted covenant in... More Info

10 Key Practical Issues when Reviewing and Drafting Commercial Office Leases

Commercial leases may differ from residential ones in a variety of ways, and each has its own set of considerations. Attorneys guiding clients in commercial lease contracts have to account not only for the deal they make now, but how that deal will play out in the long term. This informative CLE course will review everything an attorney needs to know including his unique role in the transaction, space considerations relative to leasing and rent, how to construct term sheets, security and utili... More Info

Effective Corporate Governance and Oversight

Designed to define and illustrate the impact of corporate governance and oversight in preventing governmental prosecution and enforcement, this CLE course will explain the role that boards of directors, senior management and others in an organization to create an effective corporate governance and oversight structure. The course will also explain ethics programs and enterprise risk management frameworks that these structures may require as well as the types of “independent” directors that a bo... More Info

Strategies for Successful Mediations and Negotiations

The mediation process involves looking at a case from a variety of angles, understanding the ultimate goal and employing the necessary strategy in order to achieve it. The nature of the dispute and relative bargaining positions of the parties are key elements to how that strategy is devised. This CLE course will explain the position v. interests stance of mediation and how the terms BATNA and Re-Framing may play into the strategies that are employed. Additional strategies, such as those with t... More Info

Blowing the Whistle: Keeping Young Athletes Safe from Sexual and Physical Abuse and Sexual Exploitation in Sports

Congress passed and President Trump signed into law an extension of the Ted Stevens Amateur Sports Act, called Protecting Young Victims from Sexual Abuse and Safe Sport Authorization Act, which dramatically changes how all sports organizations that are part of the United States Olympic Committee’s governing structure report and handle matters of sexual abuse, sexual misconduct, youth protection, youth exploitation and physical abuse. But the bill also has far ranging impact in establishing the... More Info

Swimming Against the Tide: Maintaining Athletic and Institutional Integrity in Collegiate Athletics

Compensation for college athletes is set to undergo sweeping changes with two pending class action suits, Alston & Jenkins, both in the District Court for Northern District of California. This riveting CLE course will look at the potential changes to the financial model for intercollegiate athletes as a result of current antitrust litigation. The course will examine the legal issues that college athletics face on a daily basis including issues of gender equity and sexual violence, behavior and... More Info

The New York State Sexual Harassment Prevention Laws: Two New Laws for the “Me Too” Era

Over the last year, New York has passed some groundbreaking anti-sexual harassment legislative package. In April 2018, Governor Andrew Cuomo signed legislation setting a deadline for employers to adopt a sexual harassment prevention policy and conduct employee training. The law also prohibits employers from including non-disclosure agreements in sexual harassment settlements except with additional document concurrence as well the use of mandatory arbitration clauses in workplace harassment sui... More Info

Business Divorces: What to Know and Do When a Partnership Ends

Divorce is a harrowing experience regardless of the relationship and some business partnerships can be as intense as a marriage. This CLE course will examine the process of a business divorce, when one or more owners of a privately held business legally separate their respective interests either through a dissolution or buy-out. The course will explore the strategic considerations in such a decision as well as the legal concepts involved in representing a client going through a business divorce.... More Info

Succession Planning for Lawyers & Strategic Growth for Law Firms

Succession planning is a fraught process. Highly charged and complicated, the planning requires contingency plans for a myriad of different possibilities. This CLE course will provide an overview of the many types of succession plans including internal planning, external planning and contingency planning in the case of unexpected and sudden disability or death. The course will also provide checklists for planning and implementation for both senior and new and growing firms. More Info

So You Want to Go Solo? How to Decide, Prepare, and Survive Your First Year

Going out on your own is risky business, no matter what your field. This CLE course will walk you through all the factors you need to consider before deciding to go solo with your law practice. The course will take you through the process, step-by-step and explain what you need to know to survive and thrive your first year out. More Info

How to Prepare for a Wage-Hour Audit or Lawsuit

Wage hour employment practices face increased scrutiny by federal and state labor departments. This CLE course will provide strategies for in-house counsel and HR directors to ensure that employment practices can withstand scrutiny. The course will help prepare you for an audit or lawsuit and offer a course of action to strengthen procedures and policies should your company fall under investigation. More Info

Introduction to Property and Business Interruption Insurance Law

Catastrophes – whether man-made or natural – are an ever-present reality. As a result, an understanding of insurance law is critical knowledge for corporate attorneys. Presented by Arnold F. Mascali, attorney and risk management specialist, this CLE program will offer an overview to the fundamental concepts of property insurance law as well as a more in-depth review of the complexities of insurance related to business disruptions as a result of catastrophe. The course will cover policy terms,... More Info

8 Privacy and Advertising Tips for the Games Industry

Gregory Boyd and Daniel M. Goldberg of Frankfurt Kurnit, in partnership with the Entertainment Software Rating Board (ESRB), present a fascinating CLE course on the most pressing privacy issues related to video games and online advertising. Intended for lawyers and laypeople, the course will explain the impact of the GDPR on online advertising as well as projections of the impact of the California Consumer Privacy Act which goes hand-in-hand with the increased focus of regulators, consumer adv... More Info

Top 10 Things You Should Tell Your Startup Client

Working in a start-up is so ubiquitous today that it says almost no one works in established businesses anymore. Perhaps because news of a start-ups raging, unforeseen success often clouds that of the many that fail and fold. Is it because the idea behind the start-up is flawed? Maybe. But there’s no question that many cannot take off simply because of lack of business skills and experience. In this CLE course, you will learn how attorneys can help position start-ups to grow and manage their b... More Info

Regulation of Banks in the U.S.

Offering a comprehensive overview of the significant bank regulatory laws beginning in the Great Depression and stretching through to the 2010 Dodd Frank Act, this CLE course will explain all aspects of bank regulation in the US. The course will explain the state and federal agencies that have jurisdiction over banks and a variety of the regulatory compliance requirements including Dodd Frank Act requirements. Trends in governmental enforcement action against banks, recurring cycles of deregulat... More Info

Sports Marketing & Media's Top Legal Issues

Marketing around sporting events is a well-known and often powerful tool in media planning. But recent incidents have shown that even experienced marketers can find themselves in legal trouble when implementing marketing campaigns around sporting events. Such issues may arise from a misunderstanding of governing body rules, changing intellectual property rules, local practices and culture and other missteps can damage and sometimes sever relationships and lead to costly disputes. This CLE course... More Info

Recent Developments in GDPR

The protection of one’s personal data has gained a lot of attention recently. In the EU, the General Data Protection Regulation (GDPR) was passed as a means of protecting its citizens. This impacts any entity with online interests, regardless of whether it is in the EU or not. This CLE course will provide a comprehensive overview of the law and its history, as well as discuss notable cases and news since it became law The extent of its impact and the potential for huge fines for those who attemp... More Info

How Leadership Can Create Diversity and Inclusion in the Legal Profession

While bias, discrimination and harassment in the workplace has come under fire in the past few years, there still remains a degree of insidious behavior that can have an adverse effect on the workplace environment. Particularly for vulnerable employees, the climate of a workplace can directly impact employee performance and satisfaction. This CLE course will provide leaders and managers with the tools to examine their workplace and the interpersonal relationships within it and offer tips and str... More Info

Business Alternative Dispute Resolution

In comparison with litigating commercial cases in court, business arbitration and mediation hold a number of important benefits, but taking advantage of them requires familiarity with Alternative Dispute Resolution. This CLE course, presented by experienced business dispute resolution attorney, commercial arbitrator and mediator and trainer of new and experienced neutrals, will provide a thorough understanding of business-to-business ADR as well as provide insights and answer questions about the... More Info

Advertising Law in Russia

It has been quite a long time since national borders were a factor in advertising as the web and social media have made marketing a global endeavor. This CLE course, co-sponsored by the Global Advertising Lawyers Alliance, will provide a thorough review of the many rules and regulations governing global advertising, specifically as they relate to marketing to consumers in Russia. More Info

Americans with Disabilities Act: Accessibility Issues for Businesses

Even after years of legislation and nation-wide public awareness, people with disabilities still often find themselves in situations where accessibility was not taken into account. This has resulted in thousands of lawsuits in federal court in the last year, many of them in New York, under the Americans with Disabilities Act (ADA) alleging inaccessibility in public buildings. This riveting CLE will be presenting by a panel of speakers who will address the rise in this type of litigation and prov... More Info

Comic Book Contract Negotiation and Drafting Practicum

There are three agreements that are critical for attorneys representing comic book creators – the services agreement, the publishing agreement and the motion picture option/purchase agreement. With the help of veteran comic book publishing attorneys, this CLE course will explain best practices for negotiating these types of agreements from the negotiation to the drafting stage and also stage mock negotiations for participants. The course will also take into account specific issues such as page r... More Info

Advance Conflict of Interest Waivers: Do's and Don'ts

More and more, law firm retainers agreements have included advance conflict of interest waivers. In this comprehensive CLE course, leading ethics attorney Ronald Minkoff, who also heads the Professional Responsibility Group at Frankfurt Kurnit Klein & Selz, P.C., will explain these increasingly popular waivers as well as how they are used now as well as their history in New York and across the country, what they mean, the Rules of Professional Conduct which govern them, relevant case studies, et... More Info

Representing Comic Book Creator Clients: A Guide to Contractual and IP Issues

The comic book business is a serious enterprise and representing comic book industry clients includes a variety of issues that attorneys need to know. This CLE course will address these issues and track the client\attorney relationship from concept through agreement. The course will present intellectual property issues, agreements for service, collaboration and publishing. The course will also explain what publishers tend to seek out in a comic book property as well as licensing issues and legal... More Info

FMLA Checklist: Step-By-Step Compliance

Compliance with FMLA can be a complex process that can trip up even the most seasoned HR professional. This CLE course will present an in-depth checklist, including step-by-step procedures, to ensure an understanding of compliance obligations, how to meet and administer them in the workplace. The course will provide a fully comprehensive understanding of the legal requirements of the FMLA as they relate to leaves of absences and benefits including leave eligibility, definitions of key terms such... More Info

Multi-State Employers: Drafting Employee Handbooks Compliant in all States

Multi-state employers face tremendous challenges in creating employee handbooks. With laws that vary by state, organizations doing business across the country must ensure compliance with all state laws as well as federal laws regarding workplace compliance. This CLE course will focus on drafting employee handbooks that protect businesses in every state they operate. The course will highlight the most common legal pitfalls as well as critical policies and disclaimers to include and those that can... More Info

Commercial Arbitration Clauses for Business Lawyers

Typically more cost-efficient and less combative, commercial arbitration begins with a formal agreement between parties to a commercial transaction. Unfortunately, arbitration clauses have been relegated to boilerplate status and are often ignored. This CLE course, presented by business law specialist Richard Waxman whose vast experience in arbitration makes him the ideal presenter, will provide an overview of the commercial arbitration process and related clauses. The course will then provide a... More Info

Website Terms of Use and Privacy Policies

The always agreed to but rarely read Terms of Use or Terms of Service purport to act as a contract between a website sponsor and the user. The contract is essential to website sponsors, particularly to those where goods are sold, but are only enforceable under specific conditions. This 3 part CLE course will begin with the contractual terms that muse be included in the Terms of Use and will then briefly discuss procedures to ensure the Terms of use are effective under precedents of the federal d... More Info

Nailing the 30 Min Consultation

Getting something for nothing is rare. And yet, sometimes there are benefits to offering something for nothing. This CLE course will explain the benefits of providing free consultations to potential clients and the many strategies and potential pitfalls in doing so. The course will explain the advantages of consultations as a means to advance your business and your future attorney/client relationship. The course will explain how to plan and conduct the consultation to ensure success for you and... More Info

The Law of Bank Payments

As people switch to online banking, the use of wire transfer payments has risen as well. With a focus on both consumer and commercial payments, this CLE course will review issues related to payments made by or through banks. Claims against banks concerning these payments as well as defenses banks may use against such claims. Laws with regard to payments through Federal Reserve Banks as well as government regulations concerning internet gambling will all be discussed. More Info

Business Immigration Law: New Rules and New Challenges in Recruiting Global Talent

A slew of new rules and regulations over the past year in recruiting and retaining global talent has put constraints on an increasingly competitive hiring market. This CLE course will explain how to understand the new market and anticipate the year ahead with regard to the recruitment environment. The course will explain the recent laws, executive orders and USCIS policy shifts that may have a defining impact of work visa, H-1B visas, business-related travel and overseas enforcement. More Info

Ethical Considerations: Retainers and Disclaimers in Cannabis Law

The ethical issues related to cannabis are many, and rising. With a review of emerging issues in the realm of ethics, whether at the federal or state level as well as New York’s recent guidance on attorney ethics, and specific aspects of the ABA, this CLE course provides the most comprehensive overview of the issues at stake. The course will also present scenarios which provide the distinction between business and legal advice and explains the use of an engagement letter, retainer agreements and... More Info

Follow the Money: Legal Pitfalls of Investing in Cannabis

With cannabis being regulated in a variety of states, investors are scrambling to understand the complexities of this new industry. This CLE course will explain the many investment opportunities presented by the cannabis industry and how they fit into current trends in mergers and acquisitions. Regulatory issues, banking 280E and lack of research will be discussed as well as issues related primarily to Canada and its push toward post-legalizations initiatives. The presenters will also explain ta... More Info

Owners’ Agreements for Start-Ups and Relatively New Companies

Just as there can only be one captain of a ship, any corporation or LLC with more than one owner needs a prescribed chain of command, ideally pre-arranged and in written terms. This written agreement must set forth terms regarding governance of the company, how managerial decisions will be made, and by whom. Included in these agreements are also buy/sell terms, particularly relevant in the case of death, disability, retirement, etc. Presented in two parts by corporate specialist Richard Waxman,... More Info

Insurance Implications for Cannabis Lawyers

Beginning with an overview of insurance in general, this CLE course then zeroes in how the various players in a typical insurance situation relate to insurance in the cannabis industry. The course will explain the options available to attorneys when advising clients and how to distinguish between the various types of insurance required by the cannabis industry and the niches within it. More Info

Introduction to Cannabis Law and Medical Programs

The use of cannabis for medicinal purposes is now legal in many states, making it essential knowledge for practitioners. Presented by Dr. Bernie Lee, one of New York’s leading experts in the subject, this CLE course will begin with basic medical knowledge of cannabis and the endocannabinoid system. Dr. Lee will explain the effect of THC and CBD on the body, the differentiation between the two and its impact on the regulation of cannabis as a medicine. Patricia Heer, Esq., will then present th... More Info

Litigation Strategies for Ending Prohibition

Beginning with a historical overview of US cannabis law from the beginning of the 20th century to the present day, this informative CLE course will highlight milestones that were crucial in shaping policy, public perception, and evolving regulations. The course will review the wide variety of claims made over the years in the drive to reclassify cannabis as well the somewhat confusing judicial decisions in recent years. The course will also present possible future litigation issues. The course w... More Info

Protecting Your Cannabis Intellectual Property

The cannabis business and its related assets is becoming a lucrative venture. This CLE course will explain intellectual property law as it relates to trademarks, copyrights, patents and licensing and which types of cannabis businesses fall within the parameters of trademark protection. More Info

The Realities of Regulation: Regulating Adult Use After Legalization

From college student activist to small business entrepreneur, lobbyist and policy writer for Colorado’s groundbreaking legalization bill, Commissioner Shaleen Title has had a storied history, all of which brought her to her current role as Commissioner of the Massachusetts Cannabis Control Commission. In this riveting CLE course, she will explain the origins of the commission and the complexity of the political and economic structure within which regulations are built. Commissioner Title will r... More Info

International Taxation: A Primer for Business and Immigration Lawyers

Taxation related to overseas investment in an ever-evolving legal issue. This CLE course will explain inbound taxation – foreigners investing or doing business in the US – as well as the applicable income taxes and ownership structures for non-resident aliens. The course will also cover pre-immigration planning, FIRPTA and the various changes to international taxation as a result of the new tax act. More Info

So Your Commercial Borrower Is In Default? Protecting your Security Interest

Over the past few years, New Jersey has seen a drastic rise in defaults and delays on loan obligations and mortgage payments for commercial properties. This CLE course will focus on the wide variety of issues confronting banks, commercial lenders, loan holders and private investors and how they can protect their security interests by instituting foreclosure proceedings. These proceedings function to recover properties at issue and initiate proceedings to secure debt payments. The course will r... More Info

Franchise Law: Representing Franchisees from Courtship to Divorce

Given the great disparity in negotiating power and the method by which franchise documents are drafted, franchisees are notoriously at a disadvantage. This course will look at the relevant federal and state laws and advise attorneys representing franchisees pre-sale, in-term and post-term. More Info

Navigating the Purchase and Sale of a Financial Advisory Practice

Designed to provide a general overview of transactions for clients who are brokers and/or financial advisers in connection with sales and mergers of their businesses, this CLE course will help attorneys become well-versed in the regulatory, contractual and litigation concerns their clients face. The course will deal with the particular nuances of these types of transactions as well as the regulatory considerations, valuations, revenue estimations and financing. The course will focus on the full... More Info

Avoiding Legal Malpractice and Breach of Fiduciary Duty

This CLE course will explain how legal standards of fiduciary duty are adaptable to the capital markets and financial services industry. Presented by attorney Norman Arnoff, the course will review tips and strategies to protect against legal action including documentation, informed consent and reporting as well as aspects of legal malpractice including: • Attorney client relationships • Breach of duty of care • Cognizable economic damages (not unquantifiable damages) •... More Info

Private Foundations vs. Donor Advised Funds: The Pros and Cons

This CLE course will offer a comparative view of private foundations and donor advised funds. The course will present what each entity is, its purpose and the advantages and disadvantages of each. The impact of the current tax code and other laws, as well as foreseen changes, will also be discussed. More Info

Advertising Law in the United States and Around the Globe

Social media campaigns have dramatically changed the world of advertising on an international scale. This CLE course, presented by attorneys from across the world, will present the use of influencers, global contests and sweepstakes and the myriad issues facing advertisers conducting social media campaigns. More Info

Ethical Tips for Solo and Small Firm Practitioners

Small firm and solo practitioners face additional challenges in staying informed of ethical rules and considerations for attorneys without the organizational, administrative and legal support of larger firms. This CLE course, designed specifically for small and solo practitioners will present real life situations involving ethical dilemmas and legal malpractice claims and explore how to navigate issues and hypotheticals. More Info

Insurance as a Tax, Financing and Capital Solution

Specialty insurance products are a useful tool to protect clients against potential tax liability in order to finance alternative assets or as a form of balance sheet capital for certain regulated companies. In this informative CLE course, Kenneth R. Pierce will discuss this issue as well as Reps and Warranties insurance to facilitate mergers and acquisitions. Pierce will provide case studies and transaction diagrams to illustrate novel ways to utilize insurance for a variety of purposes and pro... More Info

Ethics of Social Media: What Attorneys Need to Know

Social media has vastly altered the way we communicate as well as how we search for and gather information. For attorneys, an understanding of how social media works can be a key element in building a business or a legal suit. This CLE course will explain the various types of social media and how they can be utilized in marketing, discovery, communications and legal actions. The course will also explain the potential ethical issues in using social media and how to avoid actions that may result i... More Info

Persuasive Legal Writing: Be Heard on Paper

Writing is a key element to any legal procedure and the ability to produce clear, organized and persuasive documents may mean the difference between success and failure in any legal battle. This CLE course will present the principles of persuasive legal writing and explain how to structure and develop a strong legal argument that incorporates the standard of review and a clear outline of facts. More Info

The Building Blocks of Mediation

Designed to provide a general overview of mediation theory by introducing basic terminology employed during the mediation process, this CLE course will effectively summarize the basic tenets of mediation theory. The course will also explain the work of the Ecclesiastical Court known as a Beit Din, which employs both mediation and arbitration techniques to resolve disputes. More Info

Labor and Employment Law Update: The Day of the $29.00 Hamburger is Coming!

Labor law is an ever-evolving field. This CLE course will provide you with all the recent updates and developments, both New York State and federal, on a variety of labor and employment issues such as New York State unemployment law, workers compensation, employee misclassification, and the New York Paid Family Leave Act. The course will also review the difference between employees and independent contractors and the Freelance Isn’t Free Act. Requires benefits, wage and hour updates, salary thre... More Info

Getting the Deal Done: A Discussion of Common Pitfalls Facing Dealmakers When Negotiating Film and TV Deals

The smallest details can trip up even the most seasoned attorneys and case law is filled with examples of destroyed relationships, undone deals and expensive disputes resulting from lack of attention to common agreements. This CLE course will focus on some of the most prevalent legal and business pitfalls facing dealmakers, particularly those related to media figures such as producers, writers, directors and financiers. The course will review co-production agreements, including how to avoid gett... More Info

The Complexities of Multijurisdictional Practice: Deciphering Rule 5.5

While an attorney might be licensed in a particular state, there are still instances where practice in another state is necessary. Whether traveling to another state for a contract negotiation or to represent a client brought up on charges elsewhere, lawyers often travel across state lines to travel, even if states where they are not licensed. This is particular true of immigration attorneys. This CLE course will present the basics of Multi-Jurisdictional Practice (MJP) and ABA Model Rule 5.5... More Info

Legal Issues in Art Collecting: Practical Planning for Art Collectors & Their Advisors

Art collections are not like other assets. Built upon personal vision, creativity and passion, they are difficult to evaluate, and even harder to incorporate into a comprehensive tax and financial plan. Whether you are a collector or an advisor, this CLE course will provide you with best practices to determine the ideal disposition of a collection. The course will review outcomes of buying, selling and donating collections both before and after death as well as practical considerations in collec... More Info

Current Developments in Employment Law: FMLA, DBL, WC, ADA, NYPFL - How Does All This Work

Balancing work and family has become a hot-button issue in recent years, with more and more employees demanding that businesses recognize and provide for families whether they are dealing with medical issues, military service or a newborn child. Many of these rights are detailed in the Paid Family Leave Act and it is incumbent upon employers and employees to understand their rights and obligations. This CLE course will provide a comprehensive review of both as well as eligibility requirements... More Info

Ethical and Effective Social Media for Lawyers