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.

This course looks at how AI impacts transactional practice, from due diligence to document drafting and contract analysis. It examines what current AI technologies can and cannot do effectively, and explores the key risks and limitations practitioners should understand when working with these tools.

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

Sometimes it’s more efficient to use Excel and Word together than it is to use Word on its own. This course explains when and how, including when working with charts and tables.

E-discovery is an important part of document discovery. This course introduces lawyers to key concepts in e-discovery including terminology, how electronically stored information (ESI) is collected, and working with clients and opposing counsel to gather information.

A look at earn-outs and purchase price adjustments, including why they’re used, common metrics, and how they work in practice.

An advanced look at trial practice. Includes how to create and use a master trial plan, run a trial team, set yourself up well for an appeal, and make sure your witnesses are ready.

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.

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.

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.

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.

This track explores how private equity deals are financed, how management incentives are structured, and the strategies funds use to create value.