Tracks & CLE

Curated course lists for self-paced learning. You can earn certificates of completion and share them on LinkedIn, and many tracks offer CLE credit.

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  1. Bankruptcy: Financing, Litigation, and Contracts

    Explains three critical issues for a company as it goes through a bankruptcy case: the methods of financing available to the company, the process and procedure of bankruptcy litigation, and how contracts and leases are dealt with when a company goes through a restructuring.

    • CLE
    • 5 courses

  2. Chapter 11 Cases, Process, and Documents

    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).

    • CLE
    • 7 courses

  3. Civil Litigation: Practice and Process

    An introduction to the practice and process of civil litigation. Covers the typical roles in a law firm’s civil litigation group, the life cycle of a typical civil case, and the main tasks involved in discovery, motion practice and trial preparation.

    • CLE
    • 5 courses

  4. Claims 'If True' and Indemnifiable Losses (2021)

    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 2020-21 Private Target Deal Points Study.

    • CLE
    • 7 courses

  5. Commercial Lending Documents

    This track introduces the main documents involved in commercial lending deals. It includes walk throughs of the documents and their main provisions, covers key legal and business points, as well as strategic considerations for drafting, reviewing, and filing the documents. Documents covered include commitment letters and other preliminary documents, UCC-1 financing statements, UCC-3s, payoff letters, security agreements, and credit agreements.

    • CLE
    • 7 courses

  6. Commercial Provisions: Part I

    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 amendment and waivers, arbitration provisions, assignment, audit rights, confidentiality, counterparts, data privacy provisions, disclaimers of implied warranties, entire agreement clauses, and jury trial waivers.

    • CLE
    • 10 courses

  7. Commercial Provisions: Part 2

    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.

    • CLE
    • 10 courses

  8. Deal Documents for Venture Deals

    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.

    • CLE
    • 7 courses

  9. Deal Structures and Documents for M&A Deals

    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.

    • CLE
    • 10 courses

  10. Defending a Corporate Deposition

    Key strategies and procedures for defending a corporate deposition. This track covers responding to a corporate deposition notice, selecting and preparing the corporate witness, deposition objections, protective orders, confidentiality designations, and more.

    • CLE
    • 5 courses

  11. Defending a Deposition

    Key strategies and procedures for defending all types of depositions. This track covers the ins and outs of witness preparation, how to protect the witness during the deposition, how to correct transcripts, and special considerations for defending remote depositions.

    • CLE
    • 7 courses

  12. Doc Review, Privilege, and Litigation Holds

    An introduction to the document review and production process, privilege and work product protection, and litigation holds.

    • CLE
    • 5 courses

  13. Due Diligence and Closings in M&A Deals

    The basics of due diligence and closings in M&A deals. Includes an overview of the diligence process, tips for conducting due diligence, the closing process, the differences between simultaneous and delayed closings, and guidance on drafting key closing documents.

    • CLE
    • 8 courses

  14. Expert Depositions

    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.

    • CLE
    • 6 courses

  15. Expert Reports and Daubert Motions

    Advanced guidance on expert reports and rebuttals, including how to work with your expert to help them effectively plan and draft their reports. Focuses on the Opinions section, but then looks closely at the other sections of the report as well. Also gives strategic advice on drafting Daubert motions and Daubert oppositions. Covers specific ways to attack and defend an expert’s methodology, as well as how to select the best arguments.

    • CLE
    • 5 courses

  16. Financial Concepts in Legal Practice

    Covers key financial and accounting concepts and how they apply in specific legal practice areas, including M&A, litigation, finance, securities, emerging companies, bankruptcy, and real estate.

    • CLE
    • 7 courses

  17. Financial Literacy for Lawyers

    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.

    • CLE
    • 6 courses

  18. Financial Reporting and Accounting

    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.

    • CLE
    • 7 courses

  19. Financial Statements for Lawyers

    An introduction to the four main financial statements for companies: balance sheets, income statements, cash flow statements, and statements of shareholder equity. This track also explains key accounting and financial concepts for understanding the statements.

    • CLE
    • 5 courses

  20. Fraud Carve-Outs and Updating Disclosure Schedules (2021)

    An introduction to various aspects of two advanced M&A concepts found in acquisition agreements – disclosure-schedule-updates provisions and the concept of defining “Fraud” in fraud carve-outs. This track covers drafting and negotiating tips, buyer and seller perspectives, and market trends information from the ABA M&A Committee’s 2020-21 Private Target Deal Points Study.

    • CLE
    • 6 courses

  21. Introduction to Civil Discovery

    An introduction to the discovery process in civil litigation, including discovery requests, written responses and objections, interrogatories, requests for admission, depositions, and e-discovery.

    • CLE
    • 5 courses

  22. Introduction to Pleadings and Motions

    An introduction to the complaint, the answer to the complaint, motions to dismiss, and motions for summary judgment. Includes the typical structure, contents, and strategic considerations of these filings.

    • CLE
    • 4 courses

  23. Introduction to Restructuring Practice

    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.

    • CLE
    • 5 courses

  24. Loan Transaction Process

    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.

    • CLE
    • 6 courses

  25. Materiality Scrapes and Sandbagging (2021)

    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, buyer and seller perspectives, and market trend information from the ABA M&A Committee’s 2020-21 Private Target Deal Points Study.

    • CLE
    • 8 courses