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Overview
Everything You Need to Advise Business Clients
Corporate law moves fast, and the gaps in your knowledge can be costly for your clients and your practice. Whether you're handling formation documents for a new client or advising an existing business through dissolution, missing even one critical step can expose you to liability, delay transactions, or damage client relationships. This comprehensive 6-hour program gives you end-to-end command of the corporate lifecycle. From choice of entity and formation through governance, compliance, major transactions, and dissolution, you'll leave with a complete, practical framework you can apply immediately. NBI's expert faculty break down complex topics into actionable guidance, so you stop second-guessing and start advising with confidence. Register today!
- Get clarity on entity selection and help clients choose the right structure for their goals and risk profile.
- Master formation essentials: articles, bylaws, and the paperwork that actually matters.
- Navigate governance: from board duties and officer roles to shareholder rights and meeting requirements.
- Control ongoing reporting, licensing, and other requirements that trip up businesses.
- Explore major transactions (mergers, acquisitions, and equity transactions) step by step.
- Get tools and strategies for protecting clients when conflicts arise.
- Guide clients through dissolution: voluntary, involuntary, and everything in between.
Abbreviated Agenda
- Choosing the Right Entity
- Formation: Getting It Right From Day One
- Corporate Governance
- Ongoing Compliance and Corporate Maintenance
- Mergers, Acquisitions, and Major Transactions
- Disputes, Liability, and Dissolution
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Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| Alaska CLE |
|
6 Total |
| Alabama CLE |
|
6 Total |
| Arkansas CLE |
|
6 Total |
| Arizona CLE |
|
6 Total |
| California CLE |
|
6 Total |
| Colorado CLE |
|
7 Total |
| Connecticut CLE |
|
6 Total |
| Delaware CLE |
|
6 Total |
| Florida CLE |
|
7 Total |
| Georgia CLE |
|
6 Total |
| Hawaii CLE |
|
6 Total |
| Iowa CLE |
|
6 Total |
| Idaho CLE |
|
6 Total |
| Illinois CLE |
|
6 Total |
| Indiana CLE |
|
6 Total |
| Kansas CLE |
|
7 Total |
| Kentucky CLE |
|
6 Total |
| Louisiana CLE |
|
6 Total |
| Maine CLE |
|
6 Total |
| Minnesota CLE |
|
6 Total |
| Missouri CLE |
|
7.2 Total |
| Northern Mariana Islands CLE |
|
6 Total |
| Montana CLE |
|
6 Total |
| North Carolina CLE |
|
6 Total |
| Nebraska CLE |
|
6 Total |
| New Hampshire CLE |
|
6 Total |
| New Jersey CLE |
|
7.2 Total |
| New Mexico CLE |
|
6 Total |
| Nevada CLE |
|
6 Total |
| New York CLE |
|
7 Total |
| Ohio CLE |
|
6 Total |
| Oklahoma CLE |
|
7 Total |
| Pennsylvania CLE |
|
6 Total |
| Rhode Island CLE |
|
7 Total |
| South Carolina CLE |
|
6 Total |
| Tennessee CLE |
|
6 Total |
| Texas CLE |
|
6 Total |
| Utah CLE |
|
6 Total |
| Virginia CLE |
|
6 Total |
| Vermont CLE |
|
6 Total |
| Washington CLE |
|
6 Total |
| Wisconsin CLE |
|
7 Total |
| West Virginia CLE |
|
7.2 Total |
| Wyoming CLE |
|
6 Total |
Select Jurisdiction
CLE
Agenda
-
Choosing the Right Entity
- C-Corps, S-Corps, LLCs, and Beyond: Comparing the Options
- Tax Considerations That Drive Entity Choice
- Liability Protections: What Clients Actually Need to Know
- Red Flags in Entity Selection Decisions
-
Formation: Getting It Right From Day One
- Articles of Incorporation: Key Provisions
- Bylaws: Drafting for Flexibility
- Initial Capitalization, Stock Issuance, and 83(b) Elections
- Common Formation Mistakes and How to Avoid Them
-
Corporate Governance
- Board of Directors: Duties, Meetings, and Decision-Making
- Officer Roles and Authority
- Shareholder Rights, Voting, and Agreements
- Fiduciary Duties: Business Judgment Rule and Exceptions
-
Ongoing Compliance and Corporate Maintenance
- Annual Reports, Registered Agents, and State Filings
- Licenses, Permits, and Foreign Qualification
- Corporate Records: What to Keep and for How Long
- Piercing the Corporate Veil: Causes and Prevention
-
Mergers, Acquisitions, and Major Transactions
- Structuring Deals: Asset Purchases vs. Stock Purchases vs. Mergers
- Due Diligence Essentials for Corporate Transactions
- Representations, Warranties, and Indemnification Provisions
- Shareholder and Board Approvals for Major Transactions
-
Disputes, Liability, and Dissolution
- Shareholder Disputes: Derivative Suits and Direct Claims
- Buy-Sell Agreements and Exit Planning
- Voluntary Dissolution: Step-by-Step
- Administrative Dissolution and Reinstatement
- Winding Up, Distributions, and Closing the Books
Who Should Attend
This program is designed for attorneys. Paralegals working in corporate practice may also benefit.
Speakers
Speaker bio
Ashley Maconeghy
is a litigation attorney who primarily handles general liability defense, representing individuals and insurers in the defense of a variety of matters, including motor vehicle accidents and premises liability cases. While in law school, she worked for two federal judges focusing on civil procedure, including litigation relating to bad faith in insurance. Ms. Maconeghy earned her B.A. degree, summa cum laude, in polical science and economics at King’s College, and her J.D. degree at Syracuse University. Ms. Maconeghy and her husband are active members of Cross Pointe Church, in Duluth, Georgia. She is admitted to practice law before all state courts in Georgia, as well as the U.S. District Court for the Northern District of Georgia, 11th Circuit U.S. Court of Appeals, and the Supreme Court of Georgia.
Speaker bio
Jim Chester
is a partner in the law firm of Klemchuk LLP, in Dallas, Texas. Mr. Chester is a technology and business attorney who solves legal challenges for innovation-based entrepreneurs and dynamic companies. His experience spans more than 20 years of business law (business formation, governance, business and technology transactions), intellectual property (IP) registration and enforcement, licensing agreements, ecommerce, international business transactions, import/export regulatory compliance, and trade agreements. Mr. Chester is also a recognized authority in assisting clients who are buying and selling technology businesses, global technology transactions, and providing strategic legal counsel for innovators and industry disruptors. Since 2001, he has served as an adjunct professor of law at Baylor Law School Law, the University of Dallas, and Texas A&M - Commerce. Starting in 2019, he began teaching entrepreneurial law at SMU's Cox School of Business. Mr. Chester has also published a legal textbook, Chester's Guide to International Business Law, and is author or co-author of numerous articles and chapters published in several industry books. He is the founder/chairman of the DFW-STCL Alumni Network (2008-present); former chair, International Committee, State Bar of Texas Intellectual Property Section (2013-2015); member of the State Bar of Texas; and a fellow of the Texas Bar Foundation (2009 - present). Mr. Chester earned his B.S. degree from Texas A&M University - Commerce, his J.D. degree from South Texas College of Law and his LL.M. degree in international economic law from the University of Houston School of Law.
Speaker bio
Erik Halverson
is the managing attorney with Halverson Law Group, a business counsel firm for transaction and litigation matters. He has a niche focus in the cannabis industry, representing many of the largest retail and producers in the state of Washington. Mr. Halverson has been an active leader in groundbreaking cannabis related projects, speaking engagements and industry shaping. He earned his B.A. degree from the University of Washington and his J.D. degree from Seattle University School of Law.
Speaker bio
Frank X. Wukovits
practices with the firm's tech, privacy and data innovations group, and corporate & 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 & 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
Farnoosh Faryabi
is senior counsel with Clyde & Co US LLP where she focuses her practice in the areas of contract law, health law and business litigation. Ms. Faryabi is admitted to practice in Washington and California. She earned her B.S. and B.A. degrees from the University of Washington, her J.D. degree from Thomas Jefferson School of Law, and her LL.M. degree in health law from the University of Washington.
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