Library

How to read and interpret Companies House filings to assess a company's structure, compliance, ownership, and financial health. Covers what the register can and cannot tell you, how to identify red flags in filing histories, what PSC and financial disclosures reveal, and the governance signals that warrant further investigation.

Covers strategies for excellent client service, including how to understand your client's role, structure clear advice, stay responsive, and build trust.

Tips and tricks to help you work more efficiently in Excel.

A basic overview of the various filings required by a public company, from periodic reporting requirements under the Exchange Act, to proxy statements, to reporting requirements for company insiders.

A discussion of the different types of debt financing used in private equity, including senior debt, subordinated debt, and high-yield debt.

The key financial concepts in lending practice, including the main types of loans and their risk, financial reporting requirements for borrowers, financial covenants, and credit ratings.

This track takes a look at the typical loan transaction process. This includes an overview of what it means to be a lending attorney, how a commercial lending deal team is typically structured, the main stages of a typical transaction, the due diligence process, the attachment and perfection process for security interests, the use of financing statements under the UCC, and the closing of the loan transaction.

An introduction to corporate restructuring practice, including how restructuring practice groups are organized, the roles of the key players, the types of restructuring transactions distressed companies may consider, and overviews of Chapter 11 cases and 363 sales.

This program teaches lawyers about various aspects of two advanced M&A concepts found in acquisition agreements – materiality scrapes and sandbagging. It covers drafting and negotiating tips and buyer and seller perspectives.

Explains the main documents involved in venture financing deals, including key legal and business points and considerations for drafting and reviewing the documents. Documents covered include amended and restated certificates of incorporation, stock purchase agreements, voting agreements, convertible notes, and more.

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

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.