Training Guides

Blended learning made easy. Training Guides include hypos, discussion questions, and instructions for facilitators and attendees.

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  1. Venture Capital Term Sheets

    The terms of a typical venture capital term sheet and the perspectives of companies and investors on the main economic and control rights in them.

    • Venture Financing
    • Remote or in person

  2. Virtual Court Appearances

    Best practices for appearing before a judge electronically, including how to prepare for a virtual hearing.

    • Motion Practice
    • Remote or in person

  3. Closing Checklists for Lending Deals

    A discussion of the main purposes for closing checklists in lending deals and tips for formatting, drafting, and using them.

    • Commercial Lending
    • Remote or in person

  4. Payoff Letters

    Key components of a payoff letter, including the typical breakdown of the final amount due, payment instructions, termination of obligations under the loan documents and termination of any outstanding liens, reimbursement obligations, and reinstatement provisions.

    • Commercial Lending
    • Remote or in person

  5. Ethical Issues Working with Experts

    Important ethical considerations when working with experts, from the hiring process through expert reports and expert discovery.

    • Experts
    • Remote or in person

  6. Tips for Working with Your Expert

    Strategies for working with your expert day to day—to maximize their contribution, comply with the rules, and avoid missteps.

    • Experts
    • Remote or in person

  7. Moving to Exclude an Expert (Daubert Motions)

    An in-depth look at making an effective Daubert motion, including how to argue the legal standard, choose the strongest arguments, and draft your brief strategically.

    • Experts
    • Remote or in person

  8. Opposing a Daubert Motion

    Strategies for opposing a Daubert challenge, including using the legal standard to your advantage and ways to defend your expert’s methodology in a clear and persuasive way.

    • Experts
    • Remote or in person

  9. Selecting an Expert

    Strategies for finding, vetting, interviewing, choosing, and retaining an expert witness.

    • Experts
    • Remote or in person

  10. Interest in Lending

    The different types and components of interest rates in lending deals and using them to calculate interest over the life of a loan.

    • Commercial Lending
    • Remote or in person

  11. Principal Repayments

    A discussion of when and how principal is repaid over the life of a loan, including the different ways loans can amortize, the types of and process for prepayments, and lenders’ and borrowers’ perspectives on prepayment penalties.

    • Commercial Lending
    • Remote or in person

  12. Syndicated Loans

    The process of syndicating a loan, including documentation used and the role and responsibilities of the main parties during the precommitment, syndication, closing, and postclosing periods.

    • Commercial Lending
    • Remote or in person

  13. Guaranties

    An introduction to different types of guaranties, their purpose, and key provisions in a guaranty agreement.

    • Commercial Lending
    • Remote or in person

  14. Prepping a Witness for Direct

    How to prepare your witness for their direct examination. Includes how to discuss their answers with them, prepare them on negative points, and instruct them on demeanor. Also covers strategy for an effective mock Q&A.

    • Trial Practice
    • Unspecified

  15. Closing Argument

    Step-by-step guidance on building your closing argument, starting with what needs to be done pre-trial and ending with how to nail your delivery. Includes how to structure the closing, draft it, decide what to include, and make it persuasive. Also covers how to monitor the evidence during trial to update your draft.

    • Trial Practice
    • Remote or in person

  16. Certificates of Incorporation

    A discussion of certificates of incorporation, including required and optional components, the process of amending a certificate, and what it means to “pull a charter.”

    • Corporate Governance
    • Remote or in person

  17. Corporate Approvals

    A discussion of corporate approvals, including when they’re needed and why, what resolutions are, and the process of obtaining approvals from both the board and stockholders.

    • Corporate Governance
    • Remote or in person

  18. Cross Examination

    Strategic guidance on the meticulous preparation required to conduct cross-examination. Includes how to decide what to cover, organize your outline, start and end your cross, and draft your questions. Also discusses how to adjust your plan based on the witness’s direct, how to use exhibits, and other tips for successful execution.

    • Trial Practice
    • Remote or in person

  19. Opening Statements

    A walk-through of how to prepare and deliver your opening statement. Covers how to get the jury’s attention right away, tell the client’s story, introduce key evidence, distill complexities, handle negative evidence, and end with a bang.

    • Trial Practice
    • Unspecified

  20. Capitalization

    A look at capitalization structures, including various types of equity securities, the role of stock ledgers and transfer agents, and how to read a capitalization table.

    • Corporate Governance
    • Remote or in person