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Short, practical videos with quizzes and summaries.

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still frame from Understanding Your Private Equity Client’s Business 13 min

Understanding Your Private Equity Client’s Business

A framework for understanding your private equity client’s business in order to help protect their interests. This course discusses what PE clients are concerned with during three stages of an investment—the acquisition phase, the holding period, and the divestment phase. It looks at valuing a target, maximizing returns, operational improvements, and exit strategies.

still frame from Functions 5 min

Functions

Excel functions are preset formulas that make it easy to perform specific calculations. Here's a summary of some useful functions for lawyers, and a description of how functions are structured.

still frame from Expert Reports: Opinions and Bases 17 min

Expert Reports: Opinions and Bases

A nuanced look into how to work with your expert on the opinion section of their report. Walks through a detailed hypothetical to teach how to effectively probe your expert about the analysis and reasoning behind their opinion, then illustrates how to help your expert plan, organize, and ultimately draft the opinion section.

still frame from Commercial Lending Practice 7 min

Commercial Lending Practice

This course looks at commercial lending practice at a large law firm, including what commercial lending is, who the main players are, and the differences between borrower and lender representations. It also covers how deals are staffed and the roles of finance partners, associates, support staff, and the clients.

still frame from Custodian Banks 5 min

Custodian Banks

An overview of the custodian banking industry, including a description of custodian banks’ core trust, fiduciary, and financial and commodity market services, the types of customers that use custodian banks, the major custodian banks, and how they earn revenue.

Tracks

Curated course lists for self-paced learning, with CLE available in most MCLE states.

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still frame from Introduction to Financial Statements 1 hr 9 min

Financial Statements for Lawyers

An introduction to the four main financial statements for companies: balance sheets, income statements, cash flow statements, and statements of shareholder equity. This track also explains key accounting and financial concepts for understanding the statements.

CLE Available
still frame from AI Concepts and Terms 1 hr 11 min

Generative AI Fundamentals for Lawyers

This certificate program gives lawyers an understanding of generative AI and large language models, covering key AI concepts and terms, the impact of GenAI on the legal industry and practical applications for lawyers. It also looks at the risks, limitations, and ethical concerns associated with LLMs, letting legal professionals better understand the opportunities and considerations involved in using GenAI in their practice.

CLE Available
still frame from Data Visualization 1 hr 2 min

Financial Literacy for Lawyers

An introduction to finance and accounting basics including valuation, statistics, data visualization, and where to find financial information about a company. This track also provides an introduction to Excel and explains how to perform present and future value calculations.

CLE Available
still frame from M&A Closing Checklists 1 hr 1 min

Closings and Due Diligence in M&A Deals

The basics of due diligence and closings in M&A deals. Includes an overview of the diligence process, tips for conducting due diligence, the closing process, the differences between simultaneous and delayed closings, and guidance on drafting key closing documents.

CLE Available
still frame from Client Service Fundamentals 1 hr 2 min

Delegation and Management in Law Firms

This program covers the core management and leadership skills lawyers need to work effectively in law firm teams. It addresses how to delegate assignments clearly, manage up and down, deliver constructive feedback, strengthen client service, and cultivate a professional presence. Through practical guidance and real-world examples, the program helps lawyers build trust, support team performance, and develop the management skills essential for long-term success in private practice.

CLE Available