Business & Securities Law

Live Online

Advising Small Businesses: The Complete Guide

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 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
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Pending 6 Total
North Carolina 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 Pending 6 Total
Oklahoma CLE Approved 7 Total
Pennsylvania 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
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
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 7 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
CPE for Accountants/NASBA Approved 7 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 6 Total
Live Online
6 hours
Thomas Cammack
Christopher Papin
Gary Laurie
Amber James
With Thomas Cammack from Cammack Law PLLC + 3 others

Wed, Sep 30, 00:00 AM – 00:00 PM

Product ID 102319

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Course Includes
$449

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Overview

Real Clients. Real Problems. Real Answers.

Your small business clients don't need theory - they need answers, and they need them from you. This course is built around the real work: the contracts, the entity questions, the employment headaches, and the ethical gray areas that show up in your daily practice. You'll leave with practical frameworks, ready-to-use approaches, and the confidence to walk into any small business client meeting fully prepared. Whether you're just starting out or expanding your practice, this course will help you serve the clients who need you most. Register today!

  • Choose the right entity, draft solid governing docs, and avoid costly formation mistakes.
  • Onboard clients well, draft airtight contracts, and structure common deals with confidence.
  • Navigate hiring, classification, and liability risks before they become expensive disputes.
  • Negotiate leases, protect IP, and catch the red flags in licensing and tech agreements.
  • Protect your reputation with a legal ethics guide that focuses on the hurdles of the small business practice.

Abbreviated Agenda

  1. Formation, Structure, and Governing Documents
  2. Financing and Liability Risks
  3. Contracts and Transactional Work
  4. Real Estate, IP, and Licensing
  5. Small Business Employment Fundamentals
  6. Everyday Small Business Disputes
  7. Legal Ethics of Advising Small Businesses

Can't Attend Live?

Pre-Order the OnDemand

We will notify you when the ondemand recording is available.

Related Topics

Product ID 102319

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 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
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Pending 6 Total
North Carolina 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 Pending 6 Total
Oklahoma CLE Approved 7 Total
Pennsylvania 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
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
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 7 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
CPE for Accountants/NASBA Approved 7 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 6 Total
Select Jurisdiction
CLE
Paralegal
Other

Agenda

All times are shown in

  1. Formation, Structure, and Governing Documents

    1. Onboarding Small Business Clients: Intake and Scope Setting
    2. Choosing the Right Entity: LLC, S-Corp, C-Corp, Partnership
    3. Drafting Operating Agreements, Bylaws, and Partnership Agreements
    4. Ownership, Voting Rights, and Capital Accounts
    5. Multi-Member Structures and Buy-Sell Provisions
    6. Common Formation Mistakes and How to Fix Them

  2. Financing and Liability Risks

    1. Financing Overview: SBA Loans, MCAs, and Alternatives
    2. Personal Guaranties and Piercing the Corporate Veil
    3. Banking Relationships and Account Structures

  3. Contracts and Transactional Work

    1. Vendor, Supplier, and Service Agreements
    2. Key Clauses Every Small Business Contract Needs
    3. Spotting and Fixing Bad Form Contracts Clients Bring In
    4. Asset vs. Stock Purchases: Key Distinctions
    5. LOIs, Term Sheets, and Closing Documents

  4. Real Estate, IP, and Licensing

    1. Negotiating Commercial Leases: Key Clauses and Red Flags
    2. IP Ownership: Trademarks, Copyrights, and Trade Secrets
    3. Licensing Agreements: Key Terms and Red Flags
    4. Advising on SaaS, Software, and Vendor Contracts

  5. Small Business Employment Fundamentals

    1. Contractor vs. Employee: Classification and Consequences
    2. Hiring Documents: Offer Letters, NDAs, Non-Competes
    3. Wage/Hour Basics and Termination Risk

  6. Everyday Small Business Disputes

  7. Legal Ethics of Advising Small Businesses

    1. Conflicts of Interest in Closely-Held Business Representation
    2. Fees, Engagement Letters, and Multi-Party Representation
    3. Confidentiality Challenges in Family and Partner Disputes
    4. Knowing When to Withdraw and How to Do It Properly
    5. Safeguarding Client Funds: Client Trust Accounts Best Practices

Who Should Attend

This legal course is designed for attorneys. Accountants, directors, and paralegals will also benefit.

Speakers

Thomas Cammack
Thomas
Cammack
Cammack Law PLLC
Christopher Papin
Christopher
Papin
Papin Law PLLC
Gary A Laurie
Gary A.
Laurie
Law Office of Gary Laurie Esq.
Amber James
Amber
James
New Beginnings Family Law, P.C.
Speaker bio
Thomas Cammack

Thomas Cammack

Cammack Law PLLC
Thomas Cammack

is founder of Cammack Law PLLC. Prior to starting his own firm, he gained experience at a large personal injury firm, focusing on severe injury cases. He has handled both plaintiff's employment cases and employment defense litigation, with experience across Texas and the United States. His practice includes all aspects of employment law and serious personal injury matters in both state and federal courts - from initial client intake through jury verdict, judgment collection, and appeals. In addition to his litigation work, Mr. Cammack is also a practicing mediator. He has managed a docket of over 100 clients, with both pre-litigation and litigation matters involving a broad range of issues including: the Americans with Disabilities Act, Age Discrimination in Employment Act, commercial vehicle claims, construction and contract disputes, Department of Labor hearings, Family and Medical Leave Act, Fair Labor Standards Act, MSPB appeals, negligence claims, premises liability, OSHA, Section 1981 and 1983, Title VII, the Texas Deceptive Trade Practices Act, Texas Labor Code, Texas Tort Claims Act, UM/UIM claims, USERRA, whistleblower and retaliation claims, and more. Mr. Cammack is board certified in labor and employment law by the Texas Board of Legal Specialization. He is admitted to practice in Texas. Mr. Cammack earned his law degree from St. Mary's University School of Law.

 

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Speaker bio
Christopher Papin

Christopher Papin

Papin Law PLLC
Christopher Papin

is the founder and managing attorney of Papin Law PLLC in Edmond, Oklahoma, where his practice focuses on estate and gift tax compliance and planning, business formation and planning, and tax planning. He is also a certified public accountant and the founder of Papin CPA PLLC, an integrated tax and advisory firm serving more than 450 small business owners and high-net-worth clients. Mr. Papin is admitted to practice law in Oklahoma, Colorado, and Texas, and before the U.S. Tax Court. He is also a licensed as a CPA. Mr. Papin is a member of the American Bar Association, Oklahoma Bar Association, Oklahoma County Bar Association, American Institute of Certified Public Accountants, and the Oklahoma Society of Certified Public Accountants, and is a fellow of the Oklahoma Bar Foundation. He earned his B.Acc. and M.Acc. degrees from the University of Oklahoma, and his J.D. degree from Oklahoma City University School of Law.

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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.

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Speaker bio
Amber James

Amber James

New Beginnings Family Law, P.C.
Amber James

is the founder and CEO of New Beginnings Family Law, P.C., where her main areas of practice are divorce, child custody, parental alienation, mediation, adoption, and surrogacy. Prior to opening her own practice, she worked in the Circuit Court of Jefferson County Domestic Relations Division as a law clerk for the Honorable Ralph A. Ferguson, Jr., and in the firm of Shaw-Anderson, LLC. Ms. James earned her B.A. and M.B.A. degrees from the University of Alabama at Birmingham, and her J.D. degree from the Birmingham School of Law. She is admitted to practice in Alabama and before the U.S. Supreme Court. Ms. James is also a board-certified family law trial advocate, having received her board certification from the National Board of Trial Advocacy. She is a member of the Alabama State Bar, and the American, Morgan County and Huntsville-Madison County bar associations. Ms. James has previously been recognized as Female Entrepreneur of the Year in 2020 by the Catalyst Center for Business and Entrepreneurship in Huntsville, Alabama. Her firm was chosen as the Professional Services Business of the Year in 2020 by the Huntsville-Madison County Chamber of Commerce. Her firm is consistently recognized as one of the Best Places to Work in Huntsville, Alabama and recently received the designation of Best Place for Working Parents.

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