Business & Securities Law

New!

Live Online

Business Attorneys' Guide to AI and IP Rights in Transactions

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 Pending 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 Pending 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
Live Online
6 hours
Kirk Damman
Lori Hager
Douglas Lineberry
Peter Wechsler
Brian Focht
Sam Thomas
With Kirk A. Damman from Lewis Rice LLC + 6 others

Tue, Sep 15, 00:00 AM – 00:00 PM

Product ID 102318

Register For Course

Course Includes
$449

Live Webinar Registration

OnDemand Recording

Course Book Download

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


or
Upgrade to Unlimited CLE and Get This Course
$129/Month
All Inclusive CLE subscribers save an average of $3,000/year on CLE costs.

Overview

Actionable Guidance for Everyday Transactional Practice

"Who owns the output when a business uses a third-party AI tool?"
"What are the trade secret implications of employees' unauthorized use of consumer-level AI like ChatGPT?"
"What is negotiable in AI vendor contracts, and how can we boost our leverage?"

Your business clients are wrestling with a storm of new questions regarding AI that has permeated all aspects of law and business. And current regulatory and legal guidance is patchy at best. Do you have the critical IP knowledge to advise them in this rapidly changing market? This course breaks down the arcane concepts of IP and the technical jargon of AI to offer practical legal guidance for strengthening contracts and helping businesses protect their work product and trade secrets. Help your clients thrive in the brave new AI world - register today!

Abbreviated Agenda

  1. What Clients Are Actually Doing With AI - And Why It Creates Legal Work
  2. Where the Legal Risk Actually Is: AI Regulation, Liability, and Exposure
  3. Who Owns AI Output - and When It Matters
  4. Contracts in the Age of AI: Drafting for Clients Who Use or Build AI
  5. AI Due Diligence in M&A Transactions
  6. AI Governance and Trade Secret Protection
  7. Legal Ethics in Daily AI Use

Can't Attend Live?

Pre-Order the OnDemand

We will notify you when the ondemand recording is available.

Product ID 102318

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 Pending 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 Pending 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
Select Jurisdiction
CLE

Agenda

All times are shown in
  1. What Clients Are Actually Doing With AI - And Why It Creates Legal Work

    1. How AI Is Regulated Today
    2. Top Client Behaviors Driving Most AI-IP Issues
      1. Employees Using Public AI Tools With No Policy
      2. Buying AI-Powered SaaS
      3. Building or Fine-Tuning a Proprietary Model
      4. Hiring Vendors Who Use AI to Create Deliverables
      5. Acquiring a Company With AI Components
    3. IP Questions Every Business Client Needs Answered
      1. Who Owns What the AI Makes?
      2. What Did We Expose, and to Whom?
      3. What Rights Do We Actually Have Under Our Vendor Contracts?
    4. Spotting AI-IP Issues in Routine Transactional Work
  2. Where the Legal Risk Actually Is: AI Regulation, Liability, and Exposure

  3. Who Owns AI Output - and When It Matters

    1. Chain of Title Issues With AI-Created "Ownerless" Assets
    2. Work for Hire (Thaler v. Perlmutter and the 2026 Supreme Court Cert Denial)
    3. How to Document "Human in the Loop" to Protect IP Rights
    4. How to Prove Humans - Not AI - Created the Asset 
    5. When Your Client Can (and Cannot) Claim Ownership
    6. Residual Rights: Drafting "Catch-All" Assignment Clauses in the Absence of Copyright/Patent Eligibility
  4. Contracts in the Age of AI: Drafting for Clients Who Use or Build AI

    1. What "Standard" Tech Agreements Lack
    2. Top 10 Provisions That MUST Be Negotiated
    3. AI Input Rights: Ensuring the Client Retains Ownership of Prompts and Proprietary Data
    4. Output Rights: Negotiating Usage Rights for "Non-Copyrightable" Outputs
    5. The "Training Prohibition" Clause
    6. Indemnification for "Hallucinated" Infringement
    7. Transparency Mandates: Complying With Laws Regarding AI Watermarking and Disclosures
    8. Tiered Negotiating Strategy by Client Market Power
    9. Redlining a Flawed Agreement for AI IP Issues
  5. AI Due Diligence in M&A Transactions

    1. Evaluating the "Legal Hygiene" of a Target’s AI Model Along With Its Physical Assets
    2. The 5-Point Due Diligence Workstream
      1. Training Data
      2. Model Ownership
      3. Output Liability
      4. Contracts
      5. Governance
    3. Data Provenance & Scraped Inputs: Assessing the Risk of "IP Contamination" From Training Data (Fair Use vs. Infringement)
    4. Third-Party Dependency Risks: Evaluating the Portability of IP When the Target Relies on Proprietary Third-Party LLMs (e.g., OpenAI, Anthropic) via API
    5. AI-Specific Representations, Warranties, and Indemnities
  6. AI Governance and Trade Secret Protection

    1. How Confidential Info Leaks
    2. Does AI Use Destroy Trade Secret Protection? Court Decision-Making
    3. Reasonable Measures of Protection: Defining "Secrecy" in a World of LLMs
    4. How to Ensure That Inputting Data Into an AI Doesn't Count as a Public Disclosure Under the Defend Trade Secrets Act (DTSA)
    5. Agentic AI Governance: Protecting "Agentic Workflows" and Proprietary Prompts as Trade Secrets
    6. Offboarding and "High-Risk Transition" Protocols: Preventing "Model Leakage" When Key AI Engineers or Data Scientists Depart for Competitors
    7. Structuring AI Governance for Clients: Drafting an AI Acceptable Use Policy That Actually Works
  7. Legal Ethics in Daily AI Use

    1. Technology Competence Duty and AI
    2. Confidentiality and Data Security: Protecting Client Information Throughout AI Adoption
    3. Duty to Supervise "Non-Lawyer" Assistance
    4. Duty of Candor: When to Disclose Use of AI
    5. Obtaining Informed Client Consent for Attorney AI Use
    6. Malpractice Exposure From Hallucinations

Who Should Attend

This legal guide is designed for attorneys. CTOs, directors, and experienced paralegals will also benefit.

Speakers

Kirk A Damman
Kirk A.
Damman
Lewis Rice LLC
NM
Naama
Mandelboum
Kyberia Legal, LLC
Lori P Hager
Lori P.
Hager
Kyberia Legal, LLC
Douglas L Lineberry
Douglas L.
Lineberry
Maynard Nexsen
Peter L Wechsler
Peter L.
Wechsler
The Wechsler Law Group, LLC
Brian C Focht
Brian C.
Focht
Shumaker, Loop & Kendrick, LLP
Sam Thomas III
Sam
Thomas, III
Sam Thomas III Esquire & Associates
Speaker bio
Kirk A Damman

Kirk A. Damman

Lewis Rice LLC
Kirk Damman

is a member in the St. Louis office of Lewis Rice LLC, where he practices in all areas of intellectual property law, with an emphasis on helping startup and growing companies begin to manage, license and gain value from their intellectual property (patents, trademarks, copyrights, and trade secrets), as well as obtain protection for their most important ideas and products. Mr. Damman is the co-author of two books on patent law. He also works with startups in other areas including issues related to crowdfunding campaigns and additive manufacturing (3D printing). Mr. Damman is a member of the American Intellectual Property Law Association, where he was formerly the chairman of the Committee for Emerging Technologies. He is also involved with the Intellectual Property Committee of the IEEE. Mr. Damman earned his B.A. degree, magna cum laude, from Carleton College and his J.D. degree from Harvard Law School.

Speaker bio
NM

Naama Mandelboum

Kyberia Legal, LLC
Naama Mandelboum

, an associate at Kyberia Legal, LLC, is an international attorney with dual licensing in New York- and Israel. Her areas of expertise include corporate law, intellectual property, and privacy law. Ms. Mandelboum advises businesses of all sizes, and provides consulting services to law firms on brand protection, trademark registration, and compliance with U.S. privacy regulations. With a practical and business-focused approach, she is committed to helping companies understand and navigate the legal tools that support growth and long-term success.

Speaker bio
Lori P Hager

Lori P. Hager

Kyberia Legal, LLC
Lori Hager

is a member with Kyberia Legal, LLC practicing in the areas of trademark, copyright, corporate counseling, business litigation services, and corporate transactions. Ms. Hager earned her B.S. degree in environmental science and public policy from the University of Maryland and her J.D. degree from Seton Hall University School of Law.

Speaker bio
Douglas L Lineberry

Douglas L. Lineberry

Maynard Nexsen
Douglas Lineberry

is a shareholder with Maynard Nexsen. Whether he is assisting clients with the protection of intellectual property through patent, trademark, and copyright prosecution, or intellectual property litigation, he focuses on building relationships founded on trust and constant communication. Mr. Lineberry successfully prosecutes patent applications for mechanical, medical, and chemical technologies. He helps clients with establishing and protecting trademark portfolios, guarding against improper third-party use, and conducting enforcement actions. Mr. Lineberry advises his clients on all matters involving intellectual property, trade secrets, branding and marketing issues, and contractual and other business matters. He also works with mid-level companies within the biotech industry. This gives Mr. Lineberry the opportunity to use his broad connections to help bring their inventions to market safely while protecting their intellectual property every step of the way. He is a member of the South Carolina Bar, American Bar Association, Greenville Bar Association, Trademark & Copyright Law Association and The Carolina Patent Trademark Copyright Law Association. Mr. Lineberry earned his B.A. degree from Emory & Henry College and his J.D. degree from Mercer University School of Law.

Speaker bio
Peter L Wechsler

Peter L. Wechsler

The Wechsler Law Group, LLC
Peter Wechsler

is an attorney and founder of The Wechsler Law Group, LLC. He is a Florida Supreme Court Certified Circuit Civil Mediator and practices in Pinecrest (Miami), Florida. Mr. Wechsler is also a Florida Supreme Court Qualified Arbitrator and concentrates his practice in civil litigation, mediation, eDiscovery, electronically stored information (ESI), product liability, personal injury and wrongful death, insurance disputes, complex commercial litigation, motor vehicle crashworthiness, and accident reconstruction, and has been appointed by the courts numerous times as a Special Master in eDiscovery disputes. He earned his J.D. degree from Suffolk University Law School in Boston. Mr. Wechsler is board-certified in civil trial advocacy by the National Board of Trial Advocacy, and is a member of The American College of Board Certified Attorneys. He has been consistently selected by his peers as a Florida Super Lawyer®, including 2016 - 2020 in personal injury and products defense. Mr. Wechsler finished his five-year term on the Florida Board of Bar Examiners, and is now an Emeritus Member. He has been appointed to the Professionalism Committees of the Eleventh Judicial Circuit, and is a member of the Florida Supreme Court Standard Jury Instructions-Civil Committee. Mr. Wechsler is a fellow in the American College of e-Neutrals, a life member of the Association for the Advancement of Automotive Medicine (AAAM), the Society of Automotive Engineers (SAE), the Florida Defense Lawyers Association (FDLA), the Brain Injury Association of Florida, the Society of Automotive Engineers of Japan (JSAE), and many other societies and organizations. He has been dealing with Frye and Daubert matters for many years, and has been involved in qualifying and disqualifying experts in various fields at trial. Mr. Wechsler has used most types of experts in trial, including accident reconstruction, biomechanical, medical and mental health.

Speaker bio
Brian C Focht

Brian C. Focht

Shumaker, Loop & Kendrick, LLP
Brian Focht

is senior counsel with Shumaker, Loop & Kendrick, LLP in Charlotte, North Carolina. As an attorney with extensive experience in data privacy, cybersecurity, and AI governance, he helps businesses and individuals manage complex legal challenges, from privacy compliance and AI adoption and development to data breach response. A Certified Information Privacy Professional and Certified AI Governance Professional, Mr. Focht addresses the unique challenges posed by emerging technologies and evolving privacy laws and regulations, empowering his clients to innovate securely and responsibly. His practice focuses on providing strategic guidance to businesses navigating the complexities of ensuring that the creation, development, and adoption of new technology complies with legal obligations, a fast-moving target in today's world, including advising clients on compliance with key regulatory frameworks, such as the EU General Data Protection Regulation (GDPR), California Consumer Privacy Act (CCPA), Health Insurance Portability and Accountability Act (HIPAA), Health Information Technology for Economic and Clinical Health Act (HITECH), and emerging laws like the EU AI Act and new state-level privacy laws. Mr. Focht works closely with business leaders and internal teams to develop and implement policies, procedures and notices, negotiate data processing agreements, manage data breach responses, and ensure secure international data transfers. He frequently helps his clients draft technology-related contracts, develop privacy-by-design and secure-by-design systems, and conduct vendor audits to ensure compliance with evolving privacy and cybersecurity standards. Combining his deep understanding of legal compliance with his tech-savvy approach, Mr. Focht assists in the development of AI platforms, mobile applications, Software as a Service (SaaS) products, and online platform design and operation, collaborating with engineers and product teams to ensure seamless integration of legal frameworks into product development. He earned his B.A. degree from University of North Carolina at Chapel Hill and his J.D. degree from Wake Forest University School of Law.

Speaker bio
Sam Thomas III

Sam Thomas, III

Sam Thomas III Esquire & Associates
Sam Thomas

is an attorney with Sam Thomas III Esquire & Associates. He has practiced for 28 years in the areas of probate, foreclosure prevention, tax resolution, and debt relief. Currently, Mr. Thomas's practice focuses on estate planning. He earned his B.A. degree from Cleveland State University, his M.S. degree from Indiana University and his J.D. degree from Cleveland Marshall College of Law.

Loading recommendations...

TOP FAQs

How do I access my courses?
Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-930-6182.
Do you have options for attendees who are deaf or hard of hearing?
Closed captioning is available for all Live Webinars. After you've joined the event room, you can enable closed captioning by clicking the "cc" button in the lower right of the player.
What happens if my course is cancelled?
In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 7 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
Will I receive a certificate of completion?
Yes, we'll email you a certificate of completion and store in your account for any future reporting needs.
Can multiple people watch courses and request credit?
While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

Have more questions? Please Contact Us