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Overview
Put AI to Work—and Help Your Clients Avoid Legal Pitfalls When Doing the Same
AI is changing business law from both sides of the desk. Your clients are adopting it across their organizations, and you now have powerful AI tools that can transform how you handle their legal work. Are you ready for both?
This practical, full-day CLE shows you how to put AI to work across the business-law lifecycle. Create governance documents, analyze financial data, tear through due diligence, and draft, review, redline, and negotiate contracts faster. Then tackle the AI issues landing on your clients' desks: employee use, confidential data, IP, emerging regulations, AI policies, and vendor agreements that may quietly shift significant risk to the business.
Don't just learn about AI; learn how to use it in your business practice and counsel clients who are already using it. Register today!
- Put AI to work in business formation, corporate governance, and ongoing compliance.
- Analyze business financial records and due diligence materials faster and more efficiently.
- Draft, review, redline, and negotiate contracts with AI-powered tools and workflows.
- Stay on top of emerging AI laws, regulations, and case law affecting businesses.
- Help business clients address AI risks involving employees, confidential data, IP, marketing, and more.
- Identify the AI vendor contract provisions that pose a risk to your clients.
- Protect attorney-client privilege and confidentiality when you (and your clients) use AI.
*Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.
Abbreviated Agenda
- AI for Business Formation and Corporate Governance
- AI-Enhanced Business Contract Drafting, Review, and Negotiation
- Financial Analysis and Due Diligence - Powered With AI
- AI Laws, Regulations, and Case Law Business Counsel Need on Their Radar
- Counseling Businesses on AI: Policies, IP, and Data
- AI Vendor Contract Checklist: Clauses Business Lawyers Need to Review and Negotiate
- Ethics and Professional Responsibility for the AI-Enabled Business Lawyer
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Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
6 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 |
| Mississippi CLE |
|
6 Total |
| Montana CLE |
|
6 Total |
| North Carolina CLE |
|
6 Total |
| North Dakota 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 |
| Oregon CLE |
|
6 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 |
| Delaware Certified Paralegal Program |
|
6 Total |
| Florida Registered Paralegal |
|
7 Total |
| Indiana Paralegal CLE |
|
6 Total |
| Montana CLE Credit for Paralegals |
|
6 Total |
| North Carolina Continuing Paralegal Education |
|
6 Total |
| New Mexico Paralegal Division, State Bar of |
|
6 Total |
| Ohio Certified Paralegals |
|
6 Total |
| NFPA |
|
0 Total |
| Texas State Bar of Paralegal Division |
|
6 Total |
Select Jurisdiction
CLE
Paralegal
Agenda
-
AI for Business Formation and Corporate Governance
- Using AI to Compare LLCs, Corporations, Partnerships, and Other Structures Based on Client Objectives
- Creating Operating Agreements, Bylaws, and Other Formation and Governance Documents
- Avoiding Overreliance on AI for Tax and Entity-Selection Advice
- Automating Board and Shareholder Resolutions, Consents, and Minutes
- Summarizing Board Materials and Creating Meeting Briefings
- Tracking Corporate Obligations, Approvals, Filings, and Deadlines With AI
-
AI-Enhanced Business Contract Drafting, Review, and Negotiation
- Drafting From Term Sheets, Precedent, Templates, and Client Instructions
- Building and Using AI-Powered Clause Libraries
- Reviewing Agreements Against Firm or Client Playbooks
- Extracting Key Rights, Obligations, Deadlines, and Risk Allocations
- Identifying Missing, Nonstandard, and Unfavorable Provisions
- Comparing Multiple Agreements and Versions at Scale
- Redlining Agreements and Generating Alternative Language
- Preparing Negotiation Positions, Counterproposals, and Fallback Language
-
Financial Analysis and Due Diligence - Powered With AI
- Reviewing Financial Statements, Spreadsheets, and Other Business Records With AI
- Excel and Financial Data: Formulas, Analysis, Charts, and Explanations
- Extracting Key Terms From Material Contracts, Leases, Loans, and Other Agreements
- AI-Enhanced Research: Companies, Industries, Regulations, and Business Issues
- Summarizing Large Data Rooms and Document Sets
- Turning Due Diligence Findings Into Reports, Checklists, and Deal-Issue Summaries
-
AI Laws, Regulations, and Case Law Business Counsel Need on Their Radar
-
Counseling Businesses on AI: Policies, IP, and Data
- Creating an AI Acceptable-Use Policy
- Advising on AI Legal Risks in Hiring, Firing, and HR
- AI Legal Pitfalls in Marketing and Other Business Functions
- Employee and Contractor Use of AI-Generated Work
- Who Owns AI-Generated Content? Copyright and IP Considerations
- Protecting Confidential Information, Trade Secrets, and Privileged Material
- AI Records, Retention, and Litigation Holds
-
AI Vendor Contract Checklist: Clauses Business Lawyers Need to Review and Negotiate
-
Ethics and Professional Responsibility for the AI-Enabled Business Lawyer
- Technology Competence: Understanding the AI You're Relying On
- Hallucinations, Errors, and Verification of AI-Generated Work
- Confidentiality, Privilege, and Protecting Client Information
- Client Communication and Disclosure About AI Use
- Fees and Billing for AI-Assisted Work
Who Should Attend
This course is designed for attorneys. Paralegals may also benefit.Speakers
Speaker bio
Tiffany Payne
is counsel with the Charleston office of Moore & VanAllen where she advises companies, financial institutions, and individuals in government investigations, regulatory enforcement matters, and complex commercial litigation involving artificial intelligence, digital assets, derivatives, prediction markets, and other emerging technologies. A certified IAPP Artificial Intelligence Governance Professional (AIGP), Ms. Payne combines her experience in government investigations, financial regulation, and commercial litigation to help clients manage legal risk in fast-moving areas where enforcement risk and business innovation intersect. With nearly two decades of experience in private practice in New York, Washington, D.C., and the Carolinas, she counsels clients through complex regulatory frameworks, government investigations, internal reviews, and high-stakes business disputes. She works proactively with organizations to identify legal, operational, and reputational risks before they become enforcement actions or litigation, providing strategic advice that aligns with each client's business objectives. Ms. Payne has developed a niche practice advising clients operating in highly regulated industries—particularly financial services, healthcare, and manufacturing—on the legal and regulatory implications of artificial intelligence, digital assets, and other emerging technologies. She helps organizations evaluate and implement AI responsibly while addressing regulatory compliance, governance, internal investigations, vendor management, data privacy, and emerging operational and litigation risks. She understands the importance of balancing innovation with compliance and risk mitigation, enabling clients to adopt new technologies confidently while protecting their organizations. Ms. Payne also serves as an Adjunct Professor at the Charleston School of Law, where she teaches Corporate Internal Investigations. Drawing on her extensive experience conducting internal investigations and defending clients in government enforcement matters, she provides students with a practical understanding of how organizations identify, investigate, and respond to allegations of misconduct while navigating legal, regulatory, and ethical considerations. She earned her B.S. degree from University of Virginia and her J.D. degree from George Washington University Law School.
Speaker bio
Jonathan T. Hyman
is a member of Wickens Herzer Panza's Litigation Department, chairperson of the Employment and Labor practice group, and serves on the firm's Board of Directors. He focuses his practice on management-side labor and employment law, providing businesses proactive solutions to solve their workforce problems and reactive solutions when they find themselves litigating against an employee or group of employees. Mr. Hyman also has extensive experience on more specialized labor and employment law issues such as wage and hour compliance, social media, cybersecurity, and other workplace technology concerns, affirmative action compliance, and union avoidance and labor relations. He is also one of the co-founders and co-practice group leaders of the firm's craft beer practice. In that capacity, Mr. Hyman helps brewers, brew pubs and restaurants, and businesses that serve the craft beer industry navigate their specialized business, legal, and regulatory issues. He earned his bachelor's degree, magna cum laude, from Binghamton University and his J.D. degree, magna cum laude, Order of the Coif, from Case Western Reserve University School of Law. Mr. Hyman is affiliated with Cleveland Metropolitan Bar Association, Ohio Chamber of Commerce, Lake Ridge Academy, Workforce Magazine and Noonan Syndrome Foundation. He is admitted in the state of Ohio, U.S. District Court for the Northern and Southern district of Ohio, U.S. Bankruptcy Court for the Northern District of Ohio, U.S. District Court for the Northern District of Illinois, U.S. District Court for the Northern District of Oklahoma, and U.S. Court of Appeals for the Sixth Circuit and the Federal Circuit.
Speaker bio
Tyler R. Bridegan
is an attorney at Womble Bond Dickinson. He helps companies navigate the privacy, cybersecurity, and technology legal landscape by developing risk-based compliance strategies and vigorously defending companies targeted by government investigations and litigation. As the former Director of Privacy and Technology Enforcement for the Texas Attorney General’s Office and Acting Legal Advisor for Commissioner Simington at the Federal Communications Commission (FCC), Mr. Bridegan has conducted and defended hundreds of government investigations. These include matters brought by individual state attorneys general, multi-state attorney general coalitions, the Federal Trade Commission (FTC), the Consumer Financial Protection Bureau (CFPB), the FCC, and the New York Department of Financial Services (NYDFS). Mr. Bridegan counsels clients on proactive compliance with federal and state consumer protection laws, providing clear and actionable advice to minimize enforcement and litigation risk. His federal law experience includes the Fair Credit Reporting Act (FCRA), Children’s Online Privacy Protection Act (COPPA), Restoring Online Shoppers’ Confidence Act (ROSCA), Health Insurance Portability and Accountability Act (HIPAA), INFORM Consumers Act, Communications Act, Telephone Consumer Protection Act (TCPA), and CAN-SPAM. Mr. Bridegan also has substantial knowledge of state privacy regimes, including comprehensive privacy laws, data broker laws, breach notification requirements, children’s privacy and social media regulations, artificial intelligence laws, app store and developer regulations, and mini-TCPA laws. He is a Registered Practitioner under the Cybersecurity Maturity Model Certification (CMMC) and holds certifications from the International Association of Privacy Professionals (IAPP), including CIPP/US, CIPM, and CIPP/E. Mr. Bridegan earned his B.A. degree from University of Oklahoma and his J.D. degree, cum laude, from Georgetown University Law Center.
Speaker bio
Benjamin B. Murray
is an attorney with Wyche, P.A. where he focuses his practice on mergers and acquisitions, corporate finance, corporate governance, and economic development transactions. Prior to joining Wyche, Mr. Murray practiced at a large international firm, where he represented public and private companies, as well as private equity funds, in mergers and acquisitions and other strategic transactions. Before law school, Mr. Murray worked in the White House Office of Presidential Scheduling, where he coordinated the daily schedule for the President of the United States. During college, he gained experience in state government while serving as an intern in the South Carolina Governor’s Office and as a legislative page for the South Carolina Senate. Mr. Murray earned his B.A. degree, summa cum laude from the University of South Carolina and his J.D. degree, magna cum laude from the University of South Carolina School of Law. He is admitted to practice in South Carolina and North Carolina.
Speaker bio
Michael P. Oliverio
is a partner at Vorys, Sater, Seymour and Pease LLP. He is a partner in the Vorys Pittsburgh office and a member of the litigation group. Mr. Oliverio has experience in a wide variety of litigation matters, including complex commercial disputes; antitrust and securities law matters; false advertising and anti-competitive claims; trade secrets and data security; and financial fraud and investment scheme claims. He has tried cases before juries and judges in both State and Federal courts, as well as various arbitration bodies. Mr. Oliverio is counsel to Pennsylvania's largest trade association for providers of intellectual disability and autism support services. As a parent-advocate as well as an attorney, Mr. Oliverio is a frequent speaker and writer on ID/A issues. He represents numerous ID/A providers in regulatory matters with the Office of Developmental Programs (ODP), including formal provider appeals to the Bureau of Hearings and Appeals. Mr. Oliverio also has extensive experience counseling and defending clients in many industries, particularly health care and financial institutions, on regulatory and compliance matters involving state and federal agencies., such as DOJ and SEC investigations; OAG investigations, whistleblower actions; U.S. export laws; sanctions programs administered by the Office of Foreign Assets Controls (OFAC); Arms Export Control Act (AECA); the International Traffic in Arms Regulations (ITAR); and the U.S. Foreign Corrupt Practices Act (FCPA). He earned his B.A. degree from West Virginia University, and his J.D. degree from Wake Forest University School of Law.
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