Business & Securities Law

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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 7.2 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 7 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
Arizona CPE for Accountants Approved 7 Total
New York CPE for Accountants Approved 7 Total
Washington CPE for Accountants Approved 7 Total
Wisconsin CPE for Accountants Approved 7.2 Total
CPE for Accountants/NASBA Approved 7 Total
Live Online + OnDemand
6 hours
Mark Grossman
Daniel Gershman
James Black
Michael Overly
Derek Schaffner
Josh Andrews
With Mark Grossman from Falcon Rappaport & Berkman LLP + 5 others

Tue, Mar 17, 00:00 AM – 00:00 PM

Product ID 101932

Register For Course

Course Includes
$399

Live Webinar Registration

OnDemand Video

Video Download

Course Book Download

OnDemand content will be available within 7 days of event date.

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 7.2 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 7 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
Arizona CPE for Accountants Approved 7 Total
New York CPE for Accountants Approved 7 Total
Washington CPE for Accountants Approved 7 Total
Wisconsin CPE for Accountants Approved 7.2 Total
CPE for Accountants/NASBA Approved 7 Total
Select Jurisdiction
CLE
Other

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
Michael R Overly
Michael R.
Overly
Foley & Lardner 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. He has been involved in numerous significant technology and outsourcing transactions, a representative selection of which can be found below. Mr. Grossman has also served as a fractional general counsel, providing seasoned legal strategy to companies seeking executive-level insight without the expense of a full-time in-house counsel. 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. He also advises on enterprise-level AI and data governance, regulatory compliance, with a particular focus on fast-moving industries such as technology and cannabis. 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 member of Falcon Rappaport & Berkman LLP's corporate and securities group. 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. Immediately prior to joining FRB, he was a partner at Silverman Acampora, where he led their government contracts and compliance group. A frequent lecturer on corporate and government compliance issues, Mr. Black is an adjunct professor at the Maurice Deane School of Law where he teaches corporate compliance and ethics; and has served as a visiting professor at the Naval Postgraduate School, where he taught courses in government contracts. He is a member of the American, New York and Nassau County Bar associations. Mr. Black is a member of the New York State Bar Association Committee on Attorney Professionalism and the Nassau County Bar Association Ethics Committee. He is vice president for North America, a United Nations Delegate of the World Jurist Association, and a member of the Board of Directors of the World Law Foundation, as well as member of the Board of Directors of the Long Island Import Export Association.

Speaker bio
Michael R Overly

Michael R. Overly

Foley & Lardner LLP
Michael Overly

is a partner in Foley & Lardner LLP's information technology and outsourcing group, and privacy, security and information management groups. He is one of the few practicing lawyers who has satisfied the rigorous requirements necessary to obtain the Certified Information System Auditor (CISA), Certified Information Systems Security Professional (CISSP), Information Systems Security Management Professional (ISSMP), Certified in Risk and Information Systems Controls (CRISC), Certified Outsourcing Professional (COP), and Certified Information Privacy Professional (CIPP) certifications. Mr. Overly writes and speaks frequently regarding negotiating and drafting technology transactions and the legal issues of technology in the workplace, e-mail and electronic evidence. He has written numerous articles and books on these subjects and is a frequent commentator in the national press (e.g. New York Times, Chicago Tribune, Los Angeles Times, Wall Street Journal, ABCNEWS.com, CNN and MSNBC), and has testified before the U.S. Congress regarding online issues. Among others, Mr. Overly is the author of several books, including Big Data: A Business and Legal Guide (CRC Press 2014); A Guide to IT Contracting: Checklists, Tools and Techniques (CRC Press 2012); e-policy: How to Develop Computer, E-mail, and Internet Guidelines to Protect Your Company and Its Assets (AMACOM 1998); Overly on Electronic Evidence (West Publishing 2002); The Open Source Handbook (Pike & Fischer 2003); Document Retention in The Electronic Workplace (Pike & Fischer 2001); Licensing Ling-by-Line (Aspatore Press 2004); and Practice Guide: Drafting and Negotiating Effective Cloud Computing Agreements (LexisNexis (2015). He earned his B.S. and M.S. degrees from Texas A&M University, and his J.D. degree from Loyola Law School, where he was articles editor of the Loyola Law Review and elected to Order of the Coif.

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 managing partner 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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