Library

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.

An introduction to the preliminary documents used in a loan transaction, including reasons why they’re used and their typical format and content. Documents covered include term sheets, commitment letters, and fee letters.

A short guide to using Copilot in Microsoft Outlook, using an example of writing a business development email.

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

A look at term sheets, including reasons why they are and aren’t used in M&A deals and some style and drafting tips.

An explanation of the tools available in Excel that make collaborating on an Excel file secure and efficient, including using comments, protecting files and hiding data.

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.

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.

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 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

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.

Explains key legal, business, and drafting issues for the most common terms and provisions that appear in day-to-day commercial agreements. This track covers force majeure, indemnification, limitation of liability, notice, publicity, reps & warranties, schedules and exhibits, severability, survival, and term and termination provisions.