Library

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.

A look at filing under the UCC, including a close look at a UCC-1 financing statement. This course also covers extension, modification, and termination of a financing statement by filing a UCC-3.

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 detailed discussion of everything that needs to—or should—go into an expert report, besides the opinions themselves. A section-by-section look into strategy and drafting, in addition to compliance with the rules.

A review of the two methods of calculating franchise tax, and why there’s no need to panic when a corporation receives its first bill.

How to refine your searches within Microsoft Word documents, using advanced functionality of Find and Replace. Helps you find and replace exactly what you’re looking for—and nothing more.

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.

Lawyers will learn about the main types of loans, including term loans, revolvers, secured and unsecured loans, and bilateral and syndicated loans. The program also reviews key features commonly found in commercial loans, such as repayment provisions, guaranties, and covenants and events of default.

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.

The different types of Chapter 11 cases, the process of a Chapter 11 case (including the “first days” and 363 asset sales), and the major documents in Chapter 11 (including Chapter 11 plans, disclosure statements and orders, and restructuring support agreements).

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

Strategies for planning and drafting briefs throughout a litigation, including opposition, reply, summary judgment, and appellate briefs.