Library

A basic overview of the various filings required by a public company, from periodic reporting requirements under the Exchange Act, to proxy statements, to reporting requirements for company insiders.

Procedure for proper marking of exhibits, useful questions about exhibits, strategies for selecting documents to mark as exhibits, and common mistakes with exhibits.

How to format pages numbers, have different page numbering for different parts of your documents (like exhibits), and other features involving page numbering in Microsoft Word.

An overview of shelf takedowns and the applicable rules. Includes a discussion on shelf registration statements and how the shelf takedown process differs from other offerings in terms of timing, process and documentation.

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

Discussion of how to defend an expert deposition, including how to prepare for the expert witness prep, prepping the expert on deposition strategy, areas to focus on during the prep, objections, and redirect.

Tips and strategies for working effectively with experts on your case. Covers how to prepare for direct of your expert, prepare your expert for cross, and conduct cross examination of the other side’s expert. Gives tips for maximizing your expert’s performance and steering clear of mistakes. Also discusses tricky ethical areas like privilege over communications and draft reports, as well as how to choose the right expert in the first place.

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.

An introduction to different types of securities and securities offerings, including an overview of the IPO process, greenshoe options, follow-on offerings, and shelf registrations and takedowns.

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

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.

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.