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Overview
Learn How to Effectively Own and Operate a Marijuana Business
The legalization of marijuana has created a multitude of business opportunities, but it has also created many questions and uncertainties for attorneys advising businesses. With so much legal gray area it gets hard to define many aspects of how to actually run the business. In this full-day program, expert faculty will equip you with the essential skills you need to effectively (and legally) run a marijuana business. Don't miss out on this vital marijuana business operations course - register today!
- Examine marijuana business regulations, state/federal compliance, and licensing changes.
- Evaluate the current banking landscape, review requirements of FinCEN guidance, learn how to get a bank account, raise capital, and more.
- Review tax implications and better understand Section 280E of the IRS Tax Code.
- Gain the tools you need to protect trademarks and stay in compliance with strict marketing/advertising guidelines.
- Better understand site security and zoning requirements to avoid costly legal ramifications.
- Analyze the ethical implications of advising cannabis business clients.
Abbreviated Agenda
- How to Remain Compliant: Marijuana Laws, Licensing, and More
- Banking and Financing for Marijuana Businesses
- Human Resources, Labor, and Employment
- Examining Marijuana Site Security and Zoning Requirements
- Reviewing Marijuana Business Tax Implications, Recordkeeping, and Accounting Best Practices
- Legal Ethics
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| California CLE |
|
6 Total | 06-30-2027 |
| Illinois CLE |
|
6 Total | 06-29-2027 |
| Missouri CLE |
|
6 Total | 06-30-2027 |
| Ohio CLE |
|
6 Total | 12-31-2025 |
Select Jurisdiction
CLE
Agenda
-
How to Remain Compliant: Marijuana Laws, Licensing, and More
- The Regulatory Status/Current Challenges of Marijuana
- Impacts and Risks of Federal Law
- Setting Up and Maintaining Comprehensive Compliance Standards and Practices
- What Permitting is Needed for Each Type of Operation?
- Hemp vs. Marijuana - Botanical and Regulatory Distinctions
- Making Changes to Your License
- How to Remain Compliant for Cultivations, Processors, Retailers, Wholesalers, Transports, and Manufacturers
- Fighting Regulatory Enforcement Actions
- Dealing With Regulators About Cannabis
-
Banking and Financing for Marijuana Businesses
- Banking Laws, Regulations, FinCEN Requirements, and Prohibitions
- How to Get a Bank Account for the Cannabis Business
- Financing the Marijuana Startup
- Handling MJ Financing Issues
- What to do With the Funds...
- Payment Systems: Examining Illegality
- Cash Handling and Anti-Money Laundering Policies, Procedures, and Penalties
- Managing Growth: Seeking Investment, New Business Partners, Mergers, and IPOs
-
Human Resources, Labor, and Employment
- Choosing/Assembling the Right Management/Executive Team
- Hiring, Staffing, and Training for the Marijuana Business
- Understanding MJ Corporate Governance - Proper Forms and Processes
-
Examining Marijuana Site Security and Zoning Requirements
- Reporting Emergencies
- Waste and Process for Changing Operating Plan and Premises
- Reviewing Site Security Requirements for Different Operations
- Examining Local Municipal Zoning Regulations and Requirements
-
Reviewing Marijuana Business Tax Implications, Recordkeeping, and Accounting Best Practices
- How to Deduct Business Expenses in Light of 280E
- Tax Ramifications/Implications - How and Why Taxation Affects Bottom Line and Business Plan
- Examining Cannabis Record Keeping Requirements
- Reviewing MJ Accounting, Profit, and Loss Best Practices
-
Legal Ethics
- Marijuana and Rules of Professional Conduct
- Duty to Pursue Justice
- Attorney Use of Cannabis Products
- Attorney Ownership of Cannabis Businesses
Who Should Attend
This intermediate level online seminar provides practical information on marijuana law for:
- Attorneys
- Accountants and CPAs
- Bankers and Commercial Lenders
- Certified Financial Planners
- Paralegals
Speakers
Speaker bio
Lance Rogers
is the principal with the Law Offices of Lance Rogers in San Diego, California. As a part of his regulatory compliance practice, he currently represents many of the leading cannabis companies in California, including retailers, manufacturers, and agriculture ventures. Mr. Rogers has litigated a wide array of matters related to cannabis including criminal defense, regulatory violations, land use/zoning, complex business litigation and partnership, and dispute matters. He attained the first dispensary license in southern California through the county of San Diego. Mr. Rogers has written extensively about the cannabis industry, and is a frequent speaker at legal conferences across the United States. He served as general counsel for the California Cannabis Industry Association, a state industry group he helped to form. Mr. Rogers earned his J.D. degree from California Western School of Law and his B.A. degree from the University of California, San Diego.
Speaker bio
Eric M. Walter
is a partner with Armstrong Teasdale LLP, focusing his practice on representing businesses in the legalized cannabis industry. He has successfully represented companies applying for state licenses to cultivate, manufacture, and dispense cannabis and cannabis-infused products. Mr. Walter represents a significant percentage of the license-holding entities in Missouri. An active and influential advisor to the industry, he was a member of the committee responsible for drafting Missouri Amendment 3 that legalized recreational cannabis use in the state. Mr. Walter earned his B.S. degree, magna cum laude, from the University of Missouri and his J.D. degree (Missouri Environmental Law and Policy Review, articles editor (1996-1998) from the University of Missouri School of Law. He is a member of the The Missouri Bar, International Cannabis Bar Association, Bar Association of Metropolitan St. Louis (Marijuana Law Committee, chair) and State Bar of Texas. Mr. Walter is admitted to practice in Missouri and Illinois; U.S. Court of Appeals, Seventh and Eighth circuits; U.S. District Court, Western and Eastern districts of Missouri; and the U.S. District Court, Southern District of Illinois.
Speaker bio
Jeremy M. Brenner
is a partner with Spencer Fane, LLP in the firm's St. Louis office. He is an experienced employment attorney and has served as a strategic business partner to employers for over sixteen years, both as an HR consultant and as an employment attorney. A portion of his practice is devoted to wage and hour law. Mr. Brenner has successfully handled many Department of Labor investigations around the country and litigated numerous misclassification, overtime, and minimum wage collective and class actions under the FLSA and other similar state laws. He has defended wage cases in state and federal courts across the country. Mr. Brenner also represents employers and managers in administrative charge processes and federal and state court litigation throughout the country involving, for example, state and federal claims of discrimination, wrongful termination, harassment, retaliation and Family Medical Leave Act (FMLA) violations. He has been recognized as among the Best Lawyers in America, Employment Law - Management, since 2023, and was included on the POWER List for Employment Law by Missouri Lawyers Weekly in 2024. He earned his B.S. degree, Dean's List, from Olin Business School at Washington University and his J.D. degree from University of Missouri School of Law.
Speaker bio
Paul J. Cambridge
is a partner with Armstrong Teasdale LLP. As a member of the corporate services and financial and real estate services practice groups, he provides legal services to clients of all sizes and structures; from entrepreneurial startups to large, publicly held companies. Mr. Cambridge counsels clients in all aspects of mergers and acquisitions, corporate and securities matters, and lending transactions. As the leader of the firm's financial services and banking industry team, he works with an interdisciplinary group of attorneys from different areas of expertise within the firm to provide a full range of legal services to clients in the financial services industry, including banks, bank holding companies, credit unions, mortgage companies and other lenders. Mr. Cambridge earned his B.S. degree, with honors, from Michigan State University and his J.D. degree from the University of Michigan. He is a member of the The Missouri Bar, Illinois State Bar Association, Bar Association of Metropolitan St. Louis, American Bar Association, Missouri Bankers Association Bank Counsel Section (member, Advisory Board; chairman 2023, vice chairman 2022), Illinois Bankers Association, Missouri Independent Bankers Association and the Community Bankers Association of Illinois. Mr. Cambridge is admitted to practice in Missouri and Illinois.
Speaker bio
Bruce T. Andersen
is the president of BTA Corporation, a boutique firm located in Los Angeles, California, providing tax, accounting, and consulting services to small businesses. He is a certified public accountant. Mr. Andersen has taught management science and information systems at California State University in Bakersfield. For the last 14 years, he has been a member of the faculty at the University of Phoenix School of Business. Mr. Andersen is a member of California Society of Certified Public Accountants. He earned his B.S. degree from Iowa State University, his M.S.B.A degree from Boston University, his M.B.A. degree from California State University in Bakersfield and his M.S. degree (taxation) from Golden Gate University. After watching the cannabis industry for several years, the firm set up a division specifically for the cannabis industry in 2018, branded as CannabisCPA.tax, providing tax, audit, accounting and systems support to the cannabis industry.
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