Library

An overview of the accounting process, including how transactions appear in a company’s chart of accounts, general ledger, trial balance and financial statements.

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.

Guidance for identifying problematic and deal-breaking issues that regularly arise in M&A due diligence, including corporate structure problems, change of control provisions in material contracts, and compliance concerns.

An overview of loan repayments, including a discussion of amortization, balloon payments, voluntary vs. mandatory prepayments, and prepayment penalties.

An introduction to privilege logs, including what priv logs are, how to identify the documents that need to be logged, preparing the privilege logs, and reviewing the other side’s logs.

An advanced discussion on how to prepare your witness for cross examination. Teaches how to educate your witness on the tactics the other lawyer will use, and how they can defuse those tactics. Also covers how to approach mock cross, what to look for in your witness’s mock answers, and how to give effective feedback.

Covers due diligence for venture finance deals and the main economic and control rights negotiated in venture finance term sheets, plus how to make key calculations such as cap tables, pro forma cap tables, prices per share, pro rata rights, note conversions, dividends, and liquidation preferences.

This program covers the structure of private equity funds, key deal types, how PE firms approach transactions, and the differences between strategic M&A and Private Equity M&A.

An introduction to the discovery process in civil litigation, including discovery requests, written responses and objections, interrogatories, requests for admission, depositions, and e-discovery.

An introduction to different types of securities and securities offerings, including an overview of the IPO process, greenshoe options, follow-on offerings, and shelf registrations and takedowns.

An advanced look at trial practice. Includes how to create and use a master trial plan, run a trial team, set yourself up well for an appeal, and make sure your witnesses are ready.

Rules, procedures, tips and strategic considerations for taking and defending expert depositions. This track covers qualifying as an expert, expert and rebuttal reports, witness prep, questioning techniques, attorney-client privilege, and more.