Business & Securities Law

4.2

Technology Licensing and SaaS Agreements: Drafting, Negotiations, Privacy, and More

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 Upon Request 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 49 minutes
Mark Grossman
Daniel Gershman
James Black
Derek Schaffner
Josh Andrews
With Mark Grossman from Falcon Rappaport & Berkman LLP + 4 others
Recorded March 17, 2026.
Product ID 101932

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Overview

Key Provisions, Legal Foundations, Top Risks, and Negotiation Tips

Technology licensing agreements are complex and as diverse as the businesses that use them. Yet they've become an indelible part of doing business. This legal course breaks down the key laws that come into play and the negotiation tactics used in creating licensing and cloud computing agreements. Get the latest information and practical insights to help you power up drafting and negotiating approaches. Register today!

  • Get a refresher on the core concepts of software agreements.
  • Clarify your desired outcomes and get practical tools for effective diligence.
  • Draft better contracts with a thorough review of essential agreement provisions.
  • Come away with the latest updates on the rapidly changing data privacy laws.
  • Weigh negotiating positions from both sides of the SaaS negotiations: the vendor and the customer.

Abbreviated Agenda

  1. Core Concepts and Recent Adverse Trends
  2. Trade Secrets and Other IP Considerations
  3. Negotiation Goals and Priorities: Licensee and Licensor Perspectives
  4. Diligence Best Practices: Pre-Agreement and Post-Execution/Ongoing
  5. Key Contract Provisions: Drafting and Negotiation
  6. Data Privacy Laws You Need to Know
  7. Data Licensing Agreement Tips
  8. Legal Ethics in Tech Contracts
Product ID 101932

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 Upon Request 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. Core Concepts and Recent Adverse Trends

  2. Trade Secrets and Other IP Considerations

  3. Negotiation Goals and Priorities: Licensee and Licensor Perspectives

  4. Diligence Best Practices: Pre-Agreement and Post-Execution/Ongoing

  5. Key Contract Provisions: Drafting and Negotiation

    1. Agreement Overview: What Needs to Be in the Contract
    2. Scope and Important Definitions (Services, Tech Specifications, Acceptance Criteria)
    3. Price
    4. Confidentiality and Data Issues (Ownership, Security Obligations)
    5. Indemnification and Limitation of Liability
    6. Reps and Warranties
    7. Maintenance and Support Obligations
    8. Duration and Termination
  6. Data Privacy Laws You Need to Know

  7. Data Licensing Agreement Tips

  8. Legal Ethics in Tech Contracts

    1. Attorney Fees and Engagement Agreements
    2. Scope of Representation in the Event of a Dispute
    3. Data Security Issues
    4. Law Firm vs. In-House Ethical Pitfalls

Who Should Attend

This legal guide is designed for attorneys. Accountants and paralegals will also benefit.

Speakers

Mark Grossman
Mark
Grossman
Falcon Rappaport & Berkman LLP
Daniel J Gershman
Daniel J.
Gershman
Falcon Rappaport & Berkman LLP
James M Black II
James M.
Black, II
Falcon Rappaport & Berkman LLP
Derek J Schaffner
Derek J.
Schaffner
Conn Kavanaugh Rosenthal Peisch & Ford, LLP
Josh Andrews
Josh
Andrews
Gatehouse Law
Speaker bio
Mark Grossman

Mark Grossman

Falcon Rappaport & Berkman LLP
Mark Grossman

is a partner in Falcon Rappaport & Berkman LLP corporate and securities practice group, and a technology and business attorney, entrepreneur, and strategic advisor who helps companies close complex deals and navigate emerging legal risks. Throughout his legal career which includes technology law, cannabis law and regulation, digital media, and high-stakes commercial transactions, he has closed deals exceeding a billion dollars across a wide range of industries. When the stakes are highest, clients, from early-stage ventures to Fortune 10 companies, Mr. Grossman can be relied upon for his strategic insight, sound judgment, and proven ability to deliver results. His practice covers a wide range of technology transactions, including software licensing, SaaS and cloud services agreements, technology development and integration contracts, IT outsourcing, data privacy and security agreements, and intellectual property transfers. Mr. Grossman is also a professional speaker who has delivered over 400 presentations worldwide and is frequently invited to serve as a keynote speaker. His topics include negotiating skills for the C-suite, advanced strategies for software licensing and cloud computing agreements, risk management in technology transactions, and effective contract negotiation techniques. Mr. Grossman's presentations are known for providing actionable insights and practical guidance tailored to executives, legal professionals, and technology leaders. Best Lawyers, in confidential peer review, named him Lawyer of the Year for Technology Law in New York City in both 2016 and 2018. His peers have also selected him as a Super Lawyer for seven consecutive years, an honor reserved for the top 5% of attorneys in each state. Mr. Grossman earned his J.D. degree, cum laude, from Georgetown University Law Center and is admitted in both New York and Florida.

Speaker bio
Daniel J Gershman

Daniel J. Gershman

Falcon Rappaport & Berkman LLP
Daniel Gershman

is an associate in the Corporate and Securities Practice Group of Falcon Rappaport & Berkman LLP (FRB). His legal practice focuses on domestic and cross-border corporate and securities law matters and related tax issues. Mr. Gershman also works closely with FRB's Taxation and Private Client groups, assisting with structuring and compliance matters involving closely held businesses, real estate, and trusts and estates. While in law school, he participated in Hofstra Law's Community and Economic Development Clinic where he assisted in the representation of non-profits, small businesses, and other start-up ventures with issues related to commercial transactions, corporate compliance, corporate finance, employment law, and real estate. In addition to corporate and securities law matters, Mr. Gershman's legal interests include the practice and policy surrounding emerging technologies such as cryptocurrencies, NFTs, artificial intelligence, and data privacy and security. He is admitted in states of New York and Texas, and the District of Columbia. Mr. Gershman earned his B.S. degree from Rosemont College and his J.D. degree from Maurice A Deane School of Law at Hofstra University. 

Speaker bio
James M Black II

James M. Black, II

Falcon Rappaport & Berkman LLP
James Black

is a partner in the Corporate and Securities Group and general counsel to the Firm. He has over 35 years of experience in corporate and government compliance, government contracts, trade regulation, and information technology. Mr. Black has been in-house counsel for most of his career, including Northrop Grumman's Data and Information Division, CA Technologies, where he served as Vice President, Senior Counsel, and Associate Chief Compliance Officer, and at Overseas Military Sales Group where he was General Counsel and Chief Compliance Officer. He is also a professor at the Maurice Dean School of Law, Hofstra University, where he teaches of Corporate Compliance and Ethics.

Speaker bio
Derek J Schaffner

Derek J. Schaffner

Conn Kavanaugh Rosenthal Peisch & Ford, LLP
Derek Schaffner

is a partner with Conn Kavanaugh Rosenthal Peisch & Ford, LLP. He is a technology transaction attorney who counsels clients regarding legal and strategic business issues associated with complex transactions and outsourcing engagements from the bid stage through contract execution. Mr. Schaffner's practice focuses on artificial intelligence, large language models, cloud computing, SaaS, privacy and data security, information technology, software development, systems implementation, business process transactions, integrated facilities management, third party logistics, and licensing. He also advises clients regarding intellectual property, information technology, and privacy issues in M&A transactions, including performing due diligence and negotiating contractual terms for those items in purchase agreements. Mr. Schaffner's representative information technology transactions include the outsourcing of IT infrastructure services and support, managed network services, network security services, application development & maintenance, and telecommunications services. His representative business process sourcing transactions include ERP deployments, the outsourcing of finance and accounting functions, human resource/employee services, and international employee relocation services. Mr. Schaffner has also represented clients in custom software development agreements, semiconductor chip manufacturing agreements, technology and pharmaceutical licenses, end user license agreements, website development/terms of service agreements, and content/distribution agreements. He has represented clients in a variety of industries with an emphasis on financial services, consumer products, manufacturing, hospitality, health care, energy, mining, and space. Mr. Schaffner earned his B.S. and M.B.A. degrees from University of Buffalo, his M.S. degree from University of Rochester, and his J.D. degree from Cornell University. 

Speaker bio
Josh Andrews

Josh Andrews

Gatehouse Law
Josh Andrews

is the founding member of Gatehouse Law, where he focuses his practice on the legal needs of entrepreneurs, business law, and complex transactions, such as business formations; business transactions; raising capital for businesses; complex business negotiations; national and international intellectual property management, property disputes and expansion of business; mergers and acquisitions; and preventative law business consulting. Mr. Andrews is admitted to practice in Alabama and Georgia. He is a member of the Alabama State Bar and the State Bar of Georgia. Mr. Andrews earned his B.A. degree from Birmingham-Southern College and his J.D. degree from Cumberland School of Law.

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