Business & Securities Law

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Business Transactions Law 101

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
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana 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 Approved 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
6 hours
Mark Waterfill
Mary Stewart Nelson
Frank Wukovits
Eduardo Martinez
John Samberg
La’Tika Howard
With Mark R. Waterfill from Mark R. Waterfill Attorney at Law, P.C. + 5 others

Thu, Sep 24, 00:00 AM – 00:00 PM

Product ID 102281

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Course Includes
$449

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OnDemand Recording

Course Book Download

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

Overview

A Deep Dive Into Organizational Documents and Common Business Agreements

Get seasoned drafting advice on preparing frequently used business contracts. This practical event focuses on key considerations when preparing business transaction agreements. Learn to draft and negotiate business purchase and sale contracts and overcome obstacles in an assortment of common contracts: commercial leases, employment agreements, NDAs, non-competes, and more. Register today!

  • Get experienced advice on preparing governing documents for LLCs.
  • Learn key considerations for drafting asset purchase agreements.
  • Get an overview of critical employment contracts.
  • Overcome key issues in a wide array of business contracts.

Abbreviated Agenda

  1. Formation Documents: Operating and Shareholder Agreements
  2. Business Sale and Purchase Agreements
  3. Drafting Sale and Purchase of Goods Contracts
  4. Commercial Leases
  5. Employment Agreements
  6. Dispute Resolution
  7. Negotiating Sale of Equity to Outside Investors
  8. Legal Ethics in Business Contract Law

Can't Attend Live?

Get the OnDemand Instead

Watch the recording of this event on your own schedule. We'll notify you when its ready.

Product ID 102281

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
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana 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 Approved 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. Formation Documents: Operating and Shareholder Agreements

    1. Operating Agreement Walkthrough
      1. Tax Status and LLC Type
      2. Roles and Responsibilities
      3. Voting Provisions
      4. Distributions and Allocations
      5. Transfer Restrictions
    2. Shareholder Agreement Provisions: Organization, Governance, Formalities, Obligations, Transfer Restrictions
  2. Business Sale and Purchase Agreements

    1. Definitions and Transferred Assets
    2. Liabilities
    3. Covenants
    4. Conditions
    5. Representations and Warranties
    6. Indemnification
  3. Drafting Sale and Purchase of Goods Contracts

  4. Commercial Leases

  5. Employment Agreements

    1. Independent Contractor Agreements
    2. Non-Competition Agreements
    3. Non-Disclosure Agreements
    4. Non-Solicit Agreements
  6. Dispute Resolution

  7. Negotiating Sale of Equity to Outside Investors

  8. Legal Ethics in Business Contract Law

    1. Guarding Confidentiality
    2. Conflicts of Interest
    3. Data Privacy and Cybersecurity
    4. Attorney Fees, Engagement Agreements, Limited Scope Representation, etc.

Who Should Attend

This program is designed for attorneys. Accountants and paralegals may also benefit.

Speakers

Mark R Waterfill
Mark R.
Waterfill
Mark R. Waterfill Attorney at Law, P.C.
Mary Stewart Nelson
Mary Stewart
Nelson
Fish Nelson & Holden, LLC
Frank X Wukovits
Frank X.
Wukovits
CSG Law
Eduardo V Martinez
Eduardo V.
Martinez
Eduardo Martinez, Attorney at Law
John M Samberg
John M.
Samberg
Samberg Law
La’Tika D Howard
La’Tika D.
Howard
Jensen & McComas, LLC
Speaker bio
Mark R Waterfill

Mark R. Waterfill

Mark R. Waterfill Attorney at Law, P.C.
Mark Waterfill

is the owner of Mark R. Waterfill Attorney at Law, P.C. and practices in the areas of employment law and commercial litigation. He is widely recognized in the field of employment law and has tried numerous commercial disputes in state and federal court. Mr. Waterfill has lectured and written extensively on a variety of employment law topics. He has been listed in Indiana Super Lawyers; and is a member of the Indianapolis Bar Association (Board of Managers; distinguished fellow), Indianapolis Bar Foundation (board president), Indiana State Bar Association (chair, Labor and Employment Council) and American Bar Association. Mr. Waterfill earned his B.S. degree, magna cum laude, from Hanover College and his J.D. degree from Indiana University School of Law at Bloomington.

Speaker bio
Mary Stewart Nelson

Mary Stewart Nelson

Fish Nelson & Holden, LLC
Mary Stewart Nelson

is a member of the Birmingham law firm Fish Nelson & Holden, LLC. Her expertise focuses on corporate law, contracts, insurance, and real property. Ms. Nelson leads the law firm's Real Property & Corporate divisions, offering legal services such as real estate closings, corporate formation and management, and transactional work. She also leads the law firm's Mediation Center, as a civil and appellate mediator on the State Roster for the Alabama Center of Dispute Resolution. Ms. Nelson earned her Juris Doctor degree from The University of Alabama School of Law. While in law school, she was a member of the John A. Campbell Moot Court Board and served as a managing editor on the Law & Psychology Review. She was also inducted into the Bench & Bar Honor Society. Prior to law school, Ms. Nelson attended Birmingham-Southern College, where she earned a Bachelor of Arts degree, with a distinction in leadership studies. Currently, she is a member of the Alabama State Bar and Birmingham Bar Association.

Speaker bio
Frank X Wukovits

Frank X. Wukovits

CSG Law
Frank Wukovits

practices with the firm's tech, privacy and data innovations group, and corporate and securities group. He dedicates his practice to working with entities at the intersection of law, business, and emerging technologies, ranging from startups, emerging growth companies, private companies and Fortune 500 companies to private equity funds, venture capital funds, corporate VCs, family offices, and angel investors that invest in those companies. He regularly advises on, negotiates, and drafts a myriad of agreements involving application development, end user licenses, Software-as-a-Service (SaaS), Payments-as-a-Service (PaaS), secure cloud computing, mobile computing, information technology, data licensing, e-commerce, AdTech, marketing tech, and healthcare with service providers, vendors, partners, developers, business associates, manufacturers, suppliers, customers and other entities. His speaking engagements include presentations for board members, executives, in-house counsel, managers, industry experts, attorneys, and law students in the realm of data security and privacy, risk management, current and trending issues, threat analysis, cost benefit analysis, and compliance. Prior to joining CSG Law, Mr. Wukovits litigated complex disputes in federal, state, appellate, and arbitration proceedings ranging from contract disputes to class actions and federal Racketeer Influenced and Corrupt Organizations Act (RICO) claims. He received his Juris Doctorate from Seton Hall University School of Law, with a concentration in data privacy and security. Mr. Wukovits also earned his Masters of Engineering from The George Washington University - School of Engineering and Applied Science, with a concentration in cybersecurity policy and compliance. He earned his Bachelor of Arts in political science from Colgate University.

Speaker bio
Eduardo V Martinez

Eduardo V. Martinez

Eduardo Martinez, Attorney at Law
Eduardo Martinez

is in self-practice with a primary focus in mediation, as well as contractual and business law, which he also teaches. He retired as a Captain from the U.S. Navy after 30 years and still consults on matters of national security. Dr. Martinez is currently on staff at Angelo State University, where he teaches intelligence and security studies. He is also on the Editorial Board of the Journal of Homeland and National Security Perspectives. Dr. Martinez has written articles involving transportation security and maritime cyberterrorism. He is a former special assistant attorney general for the state of Mississippi, and admitted to all Mississippi state and federal courts, Fifth Circuit Court of Appeals, U.S. Court of Military Appeals, U.S. Court of International Trade, and U.S. Supreme Court. Dr. Martinez earned his B.A. degree in government from the University of Texas, his M.A. degree in legal studies from Antioch University, his M.S.S. degree from the U.S. Army War College and his J.D. degree from the Mississippi College School of Law.

Speaker bio
John M Samberg

John M. Samberg

Samberg Law
John Samberg

is a partner with Samberg Law. In more than 40 years of practice, Mr. Samberg has handled a broad range of matters, including commercial, construction, bankruptcy, real estate, creditors’ rights, personal injury, and wrongful death cases. He has litigated in state, federal, and bankruptcy courts across the country and has first-chair jury trial experience in banking, residential construction defect, realtor breach of fiduciary duty, personal injury, and wrongful death matters. He has also handled numerous bench trials, bankruptcy adversary proceedings, binding arbitrations, and mediations involving medical malpractice, real estate transactions and boundary disputes, and commercial and residential construction defect claims. Mr. Samberg holds a Martindale-Hubbell AV rating and is a member of the bars of California, Nevada, and England and Wales (inactive). Based in Reno, he practices in both California and Nevada. Before entering the practice of law, Mr. Samberg was a licensed private investigator, a background and training that have proven invaluable in his litigation and trial practice. Mr. Samberg earned his undergraduate degree from UCLA and graduated, magna cum laude, from Southwestern University School of Law. As a Dean’s Scholar, he earned numerous American Jurisprudence Awards and won two national moot court championships. He graduated fourth in his class and was admitted directly into the National Chapter of the Order of Barristers. Mr. Samberg is also a frequent speaker at educational seminars.

Speaker bio
La’Tika D Howard

La’Tika D. Howard

Jensen & McComas, LLC
La’Tika Howard

is an attorney with Jensen & McComas, LLC, where she is a corporate attorney passionate about helping businesses navigate growth, investment, and strategic transactions. She supports start-ups, emerging companies, and investors through every stage of the business lifecycle, from formation through succession planning, and provides outside general counsel services to a variety of privately-held businesses. Ms. Howard's practice focuses on mergers and acquisitions, venture capital, and general counsel representation, particularly within the tech and life sciences sectors. She is a summa cum laude graduate of the University of Maryland Eastern Shore and a magna cum laude graduate of the University of Baltimore School of Law, where she served as a Rule 19 student attorney in the Saul Ewing Civil Advocacy Clinic and staff editor of the University of Baltimore Law Review. Ms. Howard served on the Board of Maryland Volunteer Legal Services (2021-2024), completed the Leadership Council on Legal Diversity Pathfinder Program, and mentors several current and future law school students through the Fannie Angelos Program for Academic Excellence and other programs. She is admitted to practice in Maryland, District of Columbia (pending) and the U.S. District Court for the District of Maryland.

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