Business & Securities Law

4.64

Advising Startups and New Businesses

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Approved 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
OnDemand
5 hours 51 minutes
Gary Laurie
Cari Sheehan
Kyle Lawrence
Aleksandra (Sasha) Phillips
Elizabeth Schlissel
William McComas
With Gary A. Laurie from Law Office of Gary Laurie Esq. + 5 others
Recorded May 06, 2026.
Product ID 101850

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Overview

Your Guide to Representing Entrepreneurs

From restaurants to tech startups, over 600,000 new businesses open their doors each year - and most of them need legal advice. Launching and growing a new business is a challenging and exciting opportunity for counsel and owner alike. Learn how to tackle the gamut of issues you're likely to encounter, including entity selection, capital raising, hiring, contracts, and IP basics. Register today!

  • LLC, S-Corp, C-Corp or Partnership? Get strategies for choosing the entity that fits the business.
  • Dive into essential and modern capital raising techniques, like SBA microloans and social funding platforms.
  • Learn how to advise when it's time to hire employees or independent contractors.
  • Discover how to handle IP protection, assignment, and enforcement issues.
  • Get forms and insights on key early-stage agreements.
  • Learn how to navigate ethical dilemmas in the new business context.

Abbreviated Agenda

  1. What's the Difference? New Small Businesses vs. "Startups"
  2. Choosing the Right Entity(ies): S-Corp, C-Corp, LLC, or Partnership?
  3. Financing and Capital Raising
  4. Hiring Employees and Contractors
  5. Drafting Strategies and Forms: The Early Stages
  6. What Non-IP Attorneys Need to Know About IP
  7. Ethical Concerns for the Startup Attorney
Product ID 101850

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Approved 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in
  1. What's the Difference? New Small Businesses vs. "Startups"

    1. Industry Terms and Trends
    2. Key Legal Issues: The Early Years
    3. Key Legal Issues: Adolescent Businesses
  2. Choosing the Right Entity(ies): S-Corp, C-Corp, LLC, or Partnership?

    1. Top Questions to Ask the Entrepreneur
    2. It's Not All About Tax: Investor Attraction, Flexibility, Governance, Protection and More
    3. Taxation Comparison and Implications
    4. Multiple Entity Considerations
    5. It Depends: Entity Choice Case Studies
    6. Converting Entities
  3. Financing and Capital Raising

    1. Understanding the Entrepreneur's Goals/Needs
    2. The Array of Funding Options: SBA Loans-Social Funding Platforms
    3. Executing a Capital Raising Strategy that Fits the Business
    4. Taking and Managing Debt
    5. Equity Financing and Venture Capital
    6. Securities Law Primer - Why and When Should I Care?
    7. Practical Tips, Forms and Resources
  4. Hiring Employees and Contractors

    1. Overview: Legal Issues When Interviewing and Hiring
    2. Independent Contractors vs. Employees
    3. Employment Classifications
    4. Employment Agreement Key Provisions, Drafting Tips and Samples
    5. Structuring Compensation and Guaranteed Payments
    6. Attracting Key Employees with Equity: Mechanics and Implementation
    7. Basics of Employee Benefits and Handbooks
    8. Practical Tips, Forms, and Resources
  5. Drafting Strategies and Forms: The Early Stages

    1. LLC Formation Package
    2. Corporation Formation Package
    3. Important Clauses: Contributions, Distributions, Buy-Sells, Exit, and More
    4. NDAs and Non-Competes
    5. DBA Registration
  6. What Non-IP Attorneys Need to Know About IP

  7. Ethical Concerns for the Startup Attorney

    1. Going into Business with a Client
    2. Conflicts of Interest, Generally and with Specificity
    3. Avoiding Conflicts
    4. There is an Actual or Potential Conflict... Now What

Who Should Attend

This program is designed for attorneys. Banking professionals, accountants, and paralegals will also benefit.

Speakers

Gary A Laurie
Gary A.
Laurie
Law Office of Gary Laurie Esq.
Cari L Sheehan
Cari L.
Sheehan
Taft Stettinius & Hollister, LLP
Kyle M Lawrence
Kyle M.
Lawrence
Falcon Rappaport & Berkman LLP
Aleksandra (Sasha) V Phillips
Aleksandra (Sasha) V.
Phillips
Dentons Cohen & Grisby
Elizabeth E Schlissel
Elizabeth E.
Schlissel
Falcon Rappaport & Berkman LLP
William A McComas
William A.
McComas
Jensen & McComas, LLC
Speaker bio
Gary A Laurie

Gary A. Laurie

Law Office of Gary Laurie Esq.
Gary Laurie

is the founder of a full-service entertainment and intellectual property law firm. For over 15 years, the firm has been protecting and enforcing its client's intellectual property rights as well as negotiating content deals on both the production and talent side of the table. With a focus on entertainment, intellectual property, and corporate matters, the firm is in a position to offer a full range of services to artists, businesses and individuals. The firm's intellectual property practice provides a complete range of transactional services for domestic and international companies. In addition to registering trademarks and copyrights throughout the United States and abroad, the firm assists clients in exploiting their intellectual property rights as well as counsels clients concerning the validity and valuation of intellectual property. Mr. Laurie is a past chair of the Entertainment Arts and Sports Law Section of the New Jersey State Bar Association. He also teaches courses in contract, business and entertainment law at Montclair State University, as well as music business law at New Jersey City University. Mr. Laurie is a frequent lecturer on entertainment and intellectual property topics and provides volunteer services for the Pro Bono Partnership. He earned his bachelor's degree from Montclair State University and his J.D. degree from Seton Hall University.

Speaker bio
Cari L Sheehan

Cari L. Sheehan

Taft Stettinius & Hollister, LLP
Cari Sheehan

is an assistant general counsel with Taft Stettinius & Hollister, LLP with over 15 years of legal experience in civil litigation, conflicts of interest, and professional responsibility. In this role, she advises firm attorneys with respect to ethics compliance, risk prevention, and conflicts of interest. In addition, Ms. Sheehan assists in the review and negotiation of outside counsel guidelines, conflict waivers and engagement letters, and other items with ethical implications. She assists in providing ethical training and education within the firm to its attorneys and staff. Ms. Sheehan is an adjunct professor at the IU Robert H. McKinney School where she teaches professional responsibility. She is also a former assistant clinical professor of business law and ethics at the Kelley School of Business. Ms. Sheehan is passionate about promoting ethical awareness, integrity, and professionalism in the legal and business fields, and contributing to the advancement of knowledge and practice in these domains. She is a frequent presenter and author on ethics and professionalism in the legal industry. Ms. Sheehan is a recurring author with the Res Gestae, the Indiana State Bar Association's member journal, regarding the ethics curbstone; and has been quoted in publications for her knowledge on ethical topics. She is also an avid speaker, having given over 200 seminars on ethics and professionalism for various local and national platforms. Ms. Sheehan's primary area of research is regarding the ethics of AI and how it affects the legal and business community.

Speaker bio
Kyle M Lawrence

Kyle M. Lawrence

Falcon Rappaport & Berkman LLP
Kyle Lawrence

is a partner with Falcon Rappaport & Berkman LLP's corporate and securities practice group, and with the digital assets practice group. His practice is focused on corporate and private securities matters, serving clients as lead counsel on all types of corporate transactions including private placements, mergers, acquisitions, joint ventures, corporate finance, planning and strategies, licensing, manufacturing, supply, and distribution arrangements. Mr. Lawrence provides dedicated hands-on personal support to clients from negotiation to closing and beyond. In mergers and acquisitions transactions, he has regularly represented both buyers and sellers of businesses. Over the past 15 years, he has successfully closed numerous deals with business owners selling their businesses to strategic buyers, private equity funds, and private equity-backed strategic buyers both domestically and internationally. With respect to securities offering and financing transactions, Mr. Lawrence has significant experience representing both issuers and founders on the one hand, and investors on the other hand, giving him years of experience related to private securities offerings, venture capital, and similar startup financings, and FINRA and SEC regulatory issues. As part of the firm's digital assets practice group, his practice has expanded to include advising companies on blockchain, cryptocurrency, Web3, and NFT matters, with a focus on how the corporate and securities matters affect these types of projects. He earned his Bachelor of Arts degree, political science and English from Tulane University and his J.D. degree from Hofstra University. Mr. Lawrence is admitted to practice in New York.

Speaker bio
Aleksandra (Sasha) V Phillips

Aleksandra (Sasha) V. Phillips

Dentons Cohen & Grisby
Aleksandra (Sasha) Phillips

serves as counsel in Dentons Cohen & Grigsby's corporate practice group. Her international background and unyielding commitment to excellence allow her to serve her clients in a wide range of domestic and foreign matters. Ms. Phillips regularly works with clients in the manufacturing, robotics, health care, construction, energy, art, and financial services industries. She assists them in a wide range of cases including sanctions compliance, import and export control, DOJ investigations, consumer protection, shareholder actions, data security, contractual disputes, fraud, FCPA, IP, cross-border disputes, and international trade. Ms. Phillips earned her B.F.A. degree, magna cum laude, from Shepherd University; her J.D. degree from University of Pittsburgh School of Law; and her Master of Liberal Arts degree from Harvard University Extension School.

Speaker bio
Elizabeth E Schlissel

Elizabeth E. Schlissel

Falcon Rappaport & Berkman LLP
Elizabeth Schlissel

is a partner with Falcon Rappaport & Berkman LLP, and head of the Labor and Employment Department representing clients in employment litigation, investigation, regulation, and other aspects of employment law. She represents companies in all types of employment litigation in state and federal court including wage and hour matters, discrimination, workplace harassment, retaliation, hostile work environment, breach of employment contracts and restrictive covenants, and failure to accommodate disabilities. Ms. Schlissel regularly represents employers in discrimination matters filed with the Equal Employment Opportunity Commission, New York State Division of Human Rights, and New York City Commission on Human Rights. She also advises and defends businesses in Americans with Disabilities Act (ADA) lawsuits regarding premises and websites. Ms. Schlissel counsels employers, management teams, and HR executives regarding compliance with federal, state, and local employment laws and regulations. Counseling includes advising clients on a daily basis regarding personnel issues, wage and hour compliance, and preventing, investigating and responding to discrimination and sexual harassment complaints. In addition, she regularly works with employers to draft, review, and update employee handbooks and policies. Ms. Schlissel earned her J.D. degree from Hofstra University School of Law.

Speaker bio
William A McComas

William A. McComas

Jensen & McComas, LLC
William McComas

is a partner at the Maryland law firm of Jensen & McComas, LLC. He concentrates on assisting entrepreneurs, investors and companies of all sizes in acquiring, financing, commercializing and protection emerging technology. Mr. McComas represents companies on complex business transactions, including mergers, acquisition, strategic alliances, financings, venture-capital investments, management and disposition of emerging technology, and general corporate matters. He earned his B.A. degree from Brown University and his J.D. degree, cum laude, from the University of Baltimore School of Law. Mr. McComas is a speaker and panelist at many forums for business, technology and industry professionals and has written and testified extensively on policies and business involving the convergence of technology, business and law. He is a frequent business and technology law columnist for publications such as the Legal Times, National Law Journal, Baltimore Business Journal, The Daily Record and Washington Business Journal, among others. 

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