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.

Developing arguments both supporting and opposing motions for leave to amend, including a discussion of the various grounds for denial. Rules, procedure, and the legal standard.

An examination of confidentiality agreements and their use in private M&A deals. The course includes a detailed walkthrough of a sample NDA, explaining each provision’s importance and how it impacts the respective parties.

Checklist of things to confirm, bring and know before taking a deposition.

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

Learn about the overall M&A deal process, from setting up the deal team to the post-closing.

This program covers how corporations authorize their actions and draft written consents, Delaware annual reports, ‘34 Act disclosure requirements for public companies, and two methods of calculating corporate franchise tax.

This program covers the core management and leadership skills lawyers need to work effectively in law firm teams. It addresses how to delegate assignments clearly, manage up and down, deliver constructive feedback, strengthen client service, and cultivate a professional presence. Through practical guidance and real-world examples, the program helps lawyers build trust, support team performance, and develop the management skills essential for long-term success in private practice.

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.

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.

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.

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