Library

The primary differences between follow-on offerings and IPOs. Covers deal process, timing and documentation.

Explains how day-to-day behavior, communication style, and demeanor shapes colleagues’ and clients’ perception of you. Covers practical ways to project professionalism, confidence, and credibility.

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.

Discussion of how to defend an expert deposition, including how to prepare for the expert witness prep, prepping the expert on deposition strategy, areas to focus on during the prep, objections, and redirect.

A look at how GenAI is impacting transactional practice, from streamlining due diligence and contract analysis to enhancing document drafting, as industry experts share insights on leveraging AI tools to improve efficiency while maintaining professional judgment and oversight.

Presenting the facts of the case in a clear and persuasive way, including selecting which facts to include, organization, and addressing “bad facts.”

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 main deal documents in a securities offering and the role, scope and process of conducting due diligence for various types of securities offerings.

This program teaches lawyers about various aspects of two advanced M&A concepts found in acquisition agreements – Claims ‘If True’ provisions and the concept of indemnifiable losses (with a focus on the definition of “Loss”). It covers drafting and negotiating tips, buyer and seller perspectives, and market trends information for both provisions based on the ABA M&A Committee’s 2022-23 Private Target Deal Points Study.

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.

Mastering the essentials of trial practice: opening statements, closing arguments, directs and cross-exams. Also covers courtroom decorum and ethical issues that arise during a trial.

Explains key concepts in financial reporting and accounting, such as accrual accounting, revenue recognition, and depreciation and amortization. This track also covers the roles in a finance department; the processes of accounting, financial reporting, and audits; and how to analyze a company’s annual report and financials.