Library

Describes why agreements have amendment and waiver provisions, and the concepts and language these provisions generally include.

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.

How to calculate dividends and liquidation preference in a venture financing deal.

The key differences between private equity M&A and strategic M&A, including investment goals, sources of funding, deal complexity, management retention, and break-up fees.

An overview of how the Microsoft Word screen is organized, giving users the lay of the land. Includes how to find the tool you need, how the tools are grouped within the ribbon, and how to take advantage of the Navigation Pane.

An overview of the typical civil litigation discovery process, including the different types of discovery, the process of serving and responding to discovery requests, and the phases of discovery.

Explains the main documents and key provisions in M&A deals, and provides an overview of the M&A deal process from start to finish. This track also explains the structures of M&A deals including asset and stock sales, direct mergers, and forward and reverse triangular mergers.

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.

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.

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.

How and why emerging companies raise venture capital. This track covers the main VC funding stages, documents associated with each stage, the structure and role of VC firms, and their relationships with clients.

An introduction to the corporate form, the four stages of a corporation’s life cycle—startup, growth, maturity, and decline—and key stages of corporation formation, including incorporation, organization, and capitalization, as well as the biggest governance issues faced by corporations at each stage and an overview of the role lawyers typically play at each stage.