Library

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An overview of the wealth management industry. This includes a review of different types of wealth management firms, the clients they serve, the financial planning, investment management and other services they offer, and how they earn money.

A discussion of the phases, process, and timeline in a 363 Sale. Includes marketing, stalking horse bidders, the APA, bidding procedures, the auction process, and court approval and closing.

A walkthrough of an equity commitment letter, as well as an examination of their role in securing financing commitments and their specific implications in private equity mergers and acquisitions.

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

Litigation holds (also called Document Retention Notices) help ensure that documents that may be relevant to a lawsuit are preserved. This course explains litigation holds, including what they cover, who they’re sent to, when they’re sent, and when they need to be updated.

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.

This track explores how private equity deals are financed, how management incentives are structured, and the strategies funds use to create value.

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.

This program covers the ethical use of AI across core areas of legal practice, helping lawyers understand both the opportunities and the ethical considerations of these powerful tools. The program covers AI’s role in transactional work and litigation, guidance on prompting large language models, and the ethical and professional responsibility issues that arise when using AI in legal practice. Lawyers will gain practical knowledge to use AI tools effectively and responsibly in real-world settings

An introduction to the practice and process of civil litigation. Covers the typical roles in a law firm’s civil litigation group, the life cycle of a typical civil case, and the main tasks involved in discovery, motion practice and trial preparation.

An introduction to various aspects of two advanced M&A concepts found in acquisition agreements – disclosure-schedule-updates provisions and the concept of defining “Fraud” in fraud carve-outs. This track covers drafting and negotiating tips, buyer and seller perspectives, and market trends information from the ABA M&A Committee’s 2022-23 Private Target Deal Points Study.