Library

What to look for in a company’s financials and annual report to give you a quick picture of a company’s financial health and current and future financial prospects.

An overview of the typical diligence process in lending transactions, including what’s reviewed and why.

A walkthrough of an equity commitment letter, as well as an examination of their role in securing financing commitments and their specific implications in private equity mergers and acquisitions.

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.

Excel functions are preset formulas that make it easy to perform specific calculations. Here's a summary of some useful functions for lawyers, and a description of how functions are structured.

A discussion of techniques for managing time and workload, including planning your day, working efficiently, and juggling multiple assignments. Covers how to address timeline conflicts, manage expectations, and communicate proactively under pressure.

This program covers strategies, rules, and procedures specific to the taking of a corporate deposition, as well as some common mistakes made when taking a deposition and tips for effective deposition prep. It also includes tips for drafting a corporate deposition notice, strategies for taking the deposition such that information responsive to the deposition topic is obtained, and tips for asking questions that will garner clear and usable testimony after the deposition.

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.

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.

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.

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.

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