Healthcare M&As Start to Finish Guide
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 |
| 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 |
| 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 |
Wed, Feb 17, 00:00 AM – 00:00 PM
Wed, Feb 17, 00:00 AM – 00:00 PM
Register For Course
Live Webinar Registration
OnDemand Recording
Course Book Download
Overview
Master Every Stage of the Healthcare Deal
This practical program walks you through a healthcare transaction from the first client conversation through day-one integration, so you know exactly where the regulatory risk lives, how to price and allocate it in the purchase agreement, and what has to happen after closing to keep the deal whole. You will come away with a healthcare-specific diligence framework, drafting strategies for compliance and billing indemnities, and an integration roadmap you can apply to your very next matter. Register today!
- Map the healthcare deal timeline and identify structure drivers before the LOI is signed.
- Compare asset, equity, and MSO structures against corporate practice of medicine limits.
- Pinpoint the Stark, Anti-Kickback, and billing exposure hiding in the diligence file.
- Know which approvals, notices, and antitrust filings your deal actually triggers.
- Negotiate reps, indemnities, and escrows that match real healthcare risk.
- Build a post-closing plan that protects licensure, billing continuity, and compliance.
- Handle the conflicts, confidentiality, and competence issues unique to healthcare deals.
Abbreviated Agenda
- Planning the Deal: Strategy, Structure Drivers, and Timeline
- Choosing the Structure: Asset, Equity, MSO, and Affiliation Models
- Healthcare Regulatory Due Diligence: Find the Problems Before They Find You
- Regulatory Approvals, Notices, and Antitrust Review
- Negotiating and Drafting the Purchase Agreement
- Closing and Post-Closing Integration
- Ethical Considerations in Healthcare Transactions
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Get the OnDemand Instead
Watch the recording of this event on your own schedule. We'll notify you when its ready.
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 |
| 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 |
| 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 |
Credit Details by Jurisdiction
Live Webinar Registration
CLE
Credits
Alaska CLE Reciprocity · 6 Total Credits
- 1 MECLE Ethics
Live - Alaska CLE - 6: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 6.0 hours of credit, which includes 5.0 hours of MCLE credit and 1.0 hour of MECLE credit.
Alabama CLE Approved · 6 Total Credits
- 1 Ethics/Professionalism
Live - Alabama CLE - 6: This course or a portion thereof has been approved by the Alabama State Bar Mandatory Continuing Legal Education Commission for a maximum of 6.0 credit hours, including 1.0 ethics/professionalism credit.
Arkansas CLE Approved · 6 Total Credits
- 1 Ethics
Live - Arkansas CLE - 6: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program is approved for 6.0 hours of continuing legal education credit, including 1.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.
Arizona CLE Approved · 6 Total Credits
- 1 Professional Responsibility
Live - Arizona CLE - 6: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 6.0 hours toward your annual CLE requirement for the State of Arizona, including 1.0 hour of professional responsibility.
California CLE Approved · 6 Total Credits
- 1 Legal Ethics
Live - California CLE - 6: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California in the amount of 6.0 hours, of which 1.0 hour will apply to legal ethics. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.
Colorado CLE Approved · 7 Total Credits
- 1.2 Professional Responsibility
Live - Colorado CLE - 7: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program has been accredited for 7.0 hours of General Colorado Continuing Legal Education Credit, including 1.20 professional responsibility credit.
Connecticut CLE Approved · 6 Total Credits
- 1 Ethics/Professionalism
Live - Connecticut CLE - 6: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for 6.0 hours toward your annual CLE requirement in Connecticut, including 1.0 hour(s) of ethics/professionalism.
Delaware CLE Approved · 6 Total Credits
- 1 Ethics
Live - Delaware CLE - 6: NBI, Inc. is an accredited sponsor of the Delaware Commission on Continuing Legal Education and recommends this program for 6.0 hours of eCLE credit, including 1.0 hour of ethics.
Florida CLE Approved · 7 Total Credits
- 7 Health Law
- 1 Professional Responsibility
Live - Florida CLE - 7: Approved by The Florida Bar for a maximum of 7.0 general hours of CLER credit including 1.0 hour of professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs). Certification: 7.0 - Health Law
Georgia CLE Approved · 6 Total Credits
- 1 Ethics
Live - Georgia CLE - 6: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 6.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 1.0 hour of distance learning ethics.
Hawaii CLE Approved · 6 Total Credits
- 1 Ethics/Professional Responsibility
Live - Hawaii CLE - 6: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 6.0 hours of credit for the state of Hawaii, which includes 1.0 hour of ethics or professional responsibility education.
Iowa CLE Approved · 6 Total Credits
- 1 Legal Ethics
Live - Iowa CLE - 6: "Healthcare M&As Start to Finish Guide" is an accredited program under the regulations of the Iowa Supreme Court Commission on Continuing Legal Education. It is planned that this program will provide a maximum of 6.0 hours of regular credit toward the mandatory continuing legal education requirements under the Iowa rule, including 1.0 hour of legal ethics credit.
Idaho CLE Pending · 6 Total Credits
- 1 Legal Ethics/Professional Responsibility
Live - Idaho CLE - 6: This program has been submitted for continuing legal education credit in the state of Idaho.
Illinois CLE Approved · 6 Total Credits
- 1 Professional Responsibility
Live - Illinois CLE - 6: Ethics Pending. This program has been approved by the Illinois MCLE Board for 6.0 hours of CLE credit and has been submitted to the Illinois Supreme Court Commission on Professionalism for ethics credit review.
Indiana CLE Approved · 6 Total Credits
- 1 Ethics
Live - Indiana CLE - 6: This course has been approved by the Indiana Supreme Court Office of Admissions & Continuing Education. Participating attorneys are eligible to receive 6.0 hours of distance education, which includes 1.0 hour of ethics.
Kansas CLE Approved · 7 Total Credits
- 1 Ethics/Professionalism
Live - Kansas CLE - 7: Approved by Kansas CLE for 7.0 hours of continuing legal education credit, which includes 1.0 hour of ethics and professionalism credit.
Kentucky CLE Pending · 6 Total Credits
- 1 Ethics
Live - Kentucky CLE - 6: Application for approval of this activity for a maximum of 6.0 credits, including 1.0 ethics credits, is PENDING before the Kentucky Bar Association Continuing Legal Education Commission.
Maine CLE Approved · 6 Total Credits
- 1 Ethics
Live - Maine CLE - 6: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course shall receive 6.0 hours of CLE credit including 1.0 ethics hours.
Course Book - Maine CLE - 6: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 6.0 hours of self-study CLE credit.
Minnesota CLE Pending · 6 Total Credits
- 1 Ethics
Live - Minnesota CLE - 6: This program has been submitted to the Minnesota Board of Continuing Legal Education. Approval pending.
Missouri CLE Approved · 7.2 Total Credits
- 1.2 Ethics, Professionalism or Malpractice Prevention
Live - Missouri CLE - 7.2: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 7.20 hours of CLE credit, which includes 1.20 hour of ethics, professionalism or malpractice prevention credit.
Course Book - Missouri CLE - 6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 6.0 self-study CLE credit hours.
Northern Mariana Islands CLE Approved · 6 Total Credits
Live - Northern Mariana Islands CLE - 6: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 6.0 hours of CLE credit.
Course Book - Northern Mariana Islands CLE - 6: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 6.0 hours of self-study CLE credit.
Montana CLE Approved · 6 Total Credits
- 1 Professional Fitness and Integrity
Live - Montana CLE - 6: Approved for 6.0 hours of CLE credit by the Montana Commission of Continuing Legal Education, including 1.0 hour of professional fitness and integrity credit.
North Carolina CLE Approved · 6 Total Credits
- 1 Professional Responsibility
Live - North Carolina CLE - 6: NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program will result in 6.0 hours of CLE credit, including 1.0 professional responsibility.
Nebraska CLE Approved · 6 Total Credits
- 1 Professional Responsibility
Live - Nebraska CLE - 6: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 6.0 distance learning CLE credits, including 1.0 hour of professional responsibility credit.
New Hampshire CLE Approved · 6 Total Credits
- 1 Ethics/Professionalism
Live - New Hampshire CLE - 6: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.
New Jersey CLE Approved · 7.2 Total Credits
- 1.2 Ethics/Professionalism
Live - New Jersey CLE - 7.2: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 7.20 hours of total CLE credit. Of these, 1.20 qualifies as hours of credit for ethics/professionalism.
New Mexico CLE Approved · 6 Total Credits
- 1 Ethics
Live - New Mexico CLE - 6: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico for 6.0 hours of credit, including 1.0 hour of ethics.
Nevada CLE Approved · 6 Total Credits
- 1 Ethics
Live - Nevada CLE - 6: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 6.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 1.0 hour of alternative format ethics.
New York CLE Approved · 7 Total Credits
- 6 Areas of Professional Practice
- 1 Ethics/Professionalism
Live - New York CLE - 7: This course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for a maximum of 7.0 credit hours. 6.0 hours can be applied to the areas of professional practice requirement and 1.0 hour can be applied toward the Ethics/Professionalism requirement. This nontraditional format program is approved for experienced attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.
Ohio CLE Pending · 6 Total Credits
- 1 Professional Conduct
Live - Ohio CLE - 6: This course has been submitted to the Supreme Court of Ohio Commission on Continuing Legal Education for review.
Oklahoma CLE Approved · 7 Total Credits
- 1 Legal Ethics
Live - Oklahoma CLE - 7: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission for 7.0 hours of CLE credit, which includes 1.0 hour of legal ethics.
Oregon CLE Pending · 6 Total Credits
- 1 Ethics
Live - Oregon CLE - 6: This program has been submitted to the Oregon MCLE.
Pennsylvania CLE Approved · 6 Total Credits
- 1 Ethics
Live - Pennsylvania CLE - 6: This program has been approved by the Pennsylvania Continuing Legal Education Board for a total of 6.0 hours, including 5.0 hours of substantive law, practice and procedure CLE credit and 1.0 hour of ethics, professionalism or substance abuse CLE credit.
Rhode Island CLE Upon Request · 7 Total Credits
- 1 Legal Ethics
Live - Rhode Island CLE - 7: NBI is an accredited sponsor with the Rhode Island MCLE Commission. Upon course completion and credit request submittal, an application will be submitted to the Rhode Island MCLE Commission.
South Carolina CLE Approved · 6 Total Credits
- 1 Legal Ethics/Professional Responsibility
Live - South Carolina CLE - 6: This course is accredited by the South Carolina Commission on Continuing Legal Education and Specialization for 6.0 alternatively delivered hours, of which 1.0 hour relates to legal ethics and professional responsibility.
Tennessee CLE Approved · 6 Total Credits
- 1 Ethics/Professionalism
Live - Tennessee CLE - 6: This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 6.0 hours of Distance Learning credit, including 1.0 hour of ethics/professionalism (EP) credit.
Texas CLE Approved · 6 Total Credits
- 1 Legal Ethics/Professional Responsibility
Live - Texas CLE - 6: This course is accredited for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 6.0 credit hours, of which 1.0 credit hour will apply to legal ethics/professional responsibility credit. Hours in attendance at National Business Institute CLE seminars may be applied to the minimum Judicial Education requirement.
Utah CLE Approved · 6 Total Credits
- 1 Ethics
Live - Utah CLE - 6: National Business Institute is an approved "presumptive provider" with the Utah State Board of Continuing Legal Education. This program qualifies for a maximum of 6.0 hours of Live CLE credit for Utah attorneys, which includes 1.0 hour of ethics credit.
Virginia CLE Approved · 6 Total Credits
- 1 Ethics/Professionalism
Live - Virginia CLE - 6: This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 6.0 hours of credit, of which 1.0 hour will also apply in the area of legal ethics or professionalism.
Vermont CLE Approved · 6 Total Credits
- 1 Ethics
Live - Vermont CLE - 6: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education for 6.0 hours of credit, including 1.0 hour of ethics.
Washington CLE Approved · 6 Total Credits
- 1 Ethics/Professional Responsibility
Live - Washington CLE - 6: Approved for 6.0 hours of Washington continuing legal education credit, which includes 5.0 hours of Law and Legal Procedure and 1.0 hour of ethics and professional responsibility.
Wisconsin CLE Pending · 7 Total Credits
- 1 Ethics/Professional Responsibility
Live - Wisconsin CLE - 7: NBI, Inc. is a GPA Sponsor with the Wisconsin Board of Bar Examiners. Application is pending with the Board of Bar Examiners.
West Virginia CLE Approved · 7.2 Total Credits
- 1.2 Ethics
Live - West Virginia CLE - 7.2: This program qualifies for 7.20 hours of credit, which includes 1.20 hour of ethics, under the West Virginia Rules for Mandatory Continuing Legal Education.
Wyoming CLE Upon Request · 6 Total Credits
- 1 Ethics
Live - Wyoming CLE - 6: Upon course completion and credit request submittal, an application will be submitted to the Bar.
OnDemand Video
CLE
Credits
Alaska CLE Reciprocity · 6 Total Credits
- 1 MECLE Ethics
Earn Until
OnDemand - Alaska CLE - 6: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 6.0 hours of credit, which includes 5.0 hours of MCLE credit and 1.0 hour of MECLE credit.
Video Download - Alaska CLE - 6: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 6.0 hours of credit, which includes 5.0 hours of MCLE credit and 1.0 hour of MECLE credit.
Alabama CLE Approved · 6 Total Credits
- 1 Ethics/Professionalism
Earn Until
OnDemand - Alabama CLE - 6: This course or a portion thereof has been approved by the Alabama State Bar Mandatory Continuing Legal Education Commission for a maximum of 6.0 on-demand credit hours, including 1.0 ethics/professionalism credit.
Arkansas CLE Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Arkansas CLE - 6: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program qualifies for 6.0 hours of on demand continuing legal education credit, including 1.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.
Video Download - Arkansas CLE - 6: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program qualifies for 6.0 hours of on demand continuing legal education credit, including 1.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.
Arizona CLE Approved · 6 Total Credits
- 1 Professional Responsibility
Earn Until
OnDemand - Arizona CLE - 6: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 6.0 hours toward your annual CLE requirement for the State of Arizona, including 1.0 hour of professional responsibility.
Video Download - Arizona CLE - 6: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 6.0 hours toward your annual CLE requirement for the State of Arizona, including 1.0 hour of professional responsibility.
California CLE Approved · 6 Total Credits
- 1 Legal Ethics
Earn Until
OnDemand - California CLE - 6: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 6.0 hours of participatory credit, of which 1.0 hour will apply to legal ethics credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.
Video Download - California CLE - 6: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 6.0 hours of self-study credit, of which 1.0 hour will apply to legal ethics credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.
Colorado CLE Approved · 7 Total Credits
- 1.2 Professional Responsibility
Earn Until
OnDemand - Colorado CLE - 7: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program qualifies for 7.0 hours of home study general Colorado Continuing Legal Education Credit, including 1.20 professional responsibility credit.
Video Download - Colorado CLE - 7: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program qualifies for 7.0 hours of home study general Colorado Continuing Legal Education Credit, including 1.20 professional responsibility credit.
Connecticut CLE Approved · 6 Total Credits
- 1 Ethics/Professionalism
Earn Until
OnDemand - Connecticut CLE - 6: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for 6.0 self-study hours toward your annual CLE requirement in Connecticut, including 1.0 self-study hour(s) of ethics/professionalism.
Video Download - Connecticut CLE - 6: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for 6.0 self-study hours toward your annual CLE requirement in Connecticut, including 1.0 self-study hour(s) of ethics/professionalism.
Delaware CLE Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Delaware CLE - 6: NBI, Inc. is an accredited sponsor of the Delaware Commission on Continuing Legal Education and recommends this program for 6.0 hours of eCLE credit, including 1.0 hour of ethics.
Florida CLE Approved · 7 Total Credits
- 7 Health Law
- 1 Professional Responsibility
Earn Until
OnDemand - Florida CLE - 7: Approved by The Florida Bar, this program qualifies for 7.0 general hours of CLER self-study credit including 1.0 hour of self-study professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs). Certification: 7.0 - Health Law
Video Download - Florida CLE - 7: Approved by The Florida Bar, this program qualifies for 7.0 general hours of CLER self-study credit including 1.0 hour of self-study professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs). Certification: 7.0 - Health Law
Georgia CLE Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Georgia CLE - 6: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 6.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 1.0 hour of distance learning ethics.
Video Download - Georgia CLE - 6: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 6.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 1.0 hour of distance learning ethics.
Hawaii CLE Approved · 6 Total Credits
- 1 Ethics/Professional Responsibility
Earn Until
OnDemand - Hawaii CLE - 6: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 6.0 hours of credit for the state of Hawaii, which includes 1.0 hour of ethics or professional responsibility education.
Video Download - Hawaii CLE - 6: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 6.0 hours of credit for the state of Hawaii, which includes 1.0 hour of ethics or professional responsibility education.
Iowa CLE Approved · 6 Total Credits
- 1 Legal Ethics
Earn Until
OnDemand - Iowa CLE - 6: "Healthcare M&As Start to Finish Guide" is an accredited program under the regulations of the Iowa Supreme Court Commission on Continuing Legal Education. It is planned that this program will provide a maximum of 6.0 hours of unmoderated activity credit toward the mandatory continuing legal education requirements under the Iowa rule, including 1.0 hour of legal ethics unmoderated activity credit.
Idaho CLE Pending · 6 Total Credits
- 1 Legal Ethics/Professional Responsibility
OnDemand - Idaho CLE - 6: This program has been submitted for continuing legal education credit in the state of Idaho.
Video Download - Idaho CLE - 6: This program has been submitted for continuing legal education credit in the state of Idaho.
Illinois CLE Approved · 6 Total Credits
- 1 Professional Responsibility
Earn Until
OnDemand - Illinois CLE - 6: Ethics Pending. This program has been approved by the Illinois MCLE Board for 6.0 hours of CLE credit and has been submitted to the Illinois Supreme Court Commission on Professionalism for ethics credit review.
Video Download - Illinois CLE - 6: Ethics Pending. This program has been approved by the Illinois MCLE Board for 6.0 hours of CLE credit and has been submitted to the Illinois Supreme Court Commission on Professionalism for ethics credit review.
Indiana CLE Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Indiana CLE - 6: This course has been approved by the Indiana Supreme Court Office of Admissions & Continuing Education. Participating attorneys are eligible to receive 6.0 hours of distance education, which includes 1.0 hour of ethics.
Kansas CLE Approved · 7 Total Credits
- 1 Ethics/Professionalism
Earn Until
OnDemand - Kansas CLE - 7: Approved by Kansas CLE for 7.0 hours of prerecorded format continuing legal education credit, which includes 1.0 hour of ethics and professionalism credit.
Video Download - Kansas CLE - 7: Approved by Kansas CLE for 7.0 hours of prerecorded format continuing legal education credit, which includes 1.0 hour of ethics and professionalism credit.
Kentucky CLE Pending · 6 Total Credits
- 1 Ethics
OnDemand - Kentucky CLE - 6: Application for approval of this activity for a maximum of 6.0 credits, including 1.0 ethics credits, is PENDING before the Kentucky Bar Association Continuing Legal Education Commission.
Video Download - Kentucky CLE - 6: Application for approval of this activity for a maximum of 6.0 credits, including 1.0 ethics credits, is PENDING before the Kentucky Bar Association Continuing Legal Education Commission.
Maine CLE Approved · 6 Total Credits
Earn Until
OnDemand - Maine CLE - 6: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 6.0 hours of self-study CLE credit.
Video Download - Maine CLE - 6: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 6.0 hours of self-study CLE credit.
Course Book - Maine CLE - 6: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 6.0 hours of self-study CLE credit.
Minnesota CLE Pending · 6 Total Credits
- 1 Ethics
OnDemand - Minnesota CLE - 6: This program has been submitted to the Minnesota Board of Continuing Legal Education. Approval pending.
Video Download - Minnesota CLE - 6: This program has been submitted to the Minnesota Board of Continuing Legal Education. Approval pending.
Missouri CLE Approved · 6 Total Credits
Earn Until
OnDemand - Missouri CLE - 6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 6.0 self-study CLE credit hours.
Video Download - Missouri CLE - 6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 6.0 self-study CLE credit hours.
Course Book - Missouri CLE - 6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 6.0 self-study CLE credit hours.
Northern Mariana Islands CLE Approved · 6 Total Credits
Earn Until
OnDemand - Northern Mariana Islands CLE - 6: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 6.0 hours of self-study CLE credit.
Video Download - Northern Mariana Islands CLE - 6: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 6.0 hours of self-study CLE credit.
Course Book - Northern Mariana Islands CLE - 6: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 6.0 hours of self-study CLE credit.
Montana CLE Approved · 6 Total Credits
- 1 Professional Fitness and Integrity
Earn Until
OnDemand - Montana CLE - 6: This program qualifies for 6.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 1.0 hour of professional fitness and integrity credit.
Video Download - Montana CLE - 6: This program qualifies for 6.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 1.0 hour of professional fitness and integrity credit.
North Carolina CLE Approved · 6 Total Credits
- 1 Professional Responsibility
Earn Until
OnDemand - North Carolina CLE - 6: NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program qualifies for 6.0 hours of online CLE credit, including 1.0 professional responsibility.
Video Download - North Carolina CLE - 6: NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program qualifies for 6.0 hours of online CLE credit, including 1.0 professional responsibility.
Nebraska CLE Approved · 6 Total Credits
- 1 Professional Responsibility
Earn Until
OnDemand - Nebraska CLE - 6: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 6.0 distance learning CLE credits, including 1.0 hour of professional responsibility credit.
Video Download - Nebraska CLE - 6: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 6.0 distance learning CLE credits, including 1.0 hour of professional responsibility credit.
New Hampshire CLE Approved · 6 Total Credits
- 1 Ethics/Professionalism
Earn Until
OnDemand - New Hampshire CLE - 6: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.
Video Download - New Hampshire CLE - 6: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.
New Jersey CLE Approved · 7.2 Total Credits
- 1.2 Ethics/Professionalism
Earn Until
OnDemand - New Jersey CLE - 7.2: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 7.20 hours of alternative format CLE credit. Of these, 1.20 qualifies as hours of alternative learning format credit for ethics/professionalism.
Video Download - New Jersey CLE - 7.2: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 7.20 hours of alternative format CLE credit. Of these, 1.20 qualifies as hours of alternative learning format credit for ethics/professionalism.
New Mexico CLE Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - New Mexico CLE - 6: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico. This program qualifies for 6.0 hours of self-study credit, including 1.0 hour of self-study ethics credit.
Video Download - New Mexico CLE - 6: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico. This program qualifies for 6.0 hours of self-study credit, including 1.0 hour of self-study ethics credit.
Nevada CLE Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Nevada CLE - 6: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 6.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 1.0 hour of alternative format ethics.
Video Download - Nevada CLE - 6: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 6.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 1.0 hour of alternative format ethics.
New York CLE Approved · 7 Total Credits
- 6 Areas of Professional Practice
- 1 Ethics/Professionalism
Earn Until
OnDemand - New York CLE - 7: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 7.0 credit hours. 6.0 hours can be applied to the areas of professional practice requirement and is approved for experienced attorneys. 1.0 hour can be applied toward the Ethics/Professionalism requirement and is approved for experienced attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.
Video Download - New York CLE - 7: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 7.0 credit hours. 6.0 hours can be applied to the areas of professional practice requirement and is approved for experienced attorneys. 1.0 hour can be applied toward the Ethics/Professionalism requirement and is approved for experienced attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.
Ohio CLE Pending · 6 Total Credits
- 1 Professional Conduct
OnDemand - Ohio CLE - 6: This course has been submitted to the Supreme Court of Ohio Commission on Continuing Legal Education for review.
Video Download - Ohio CLE - 6: This course has been submitted to the Supreme Court of Ohio Commission on Continuing Legal Education for review.
Oklahoma CLE Approved · 7 Total Credits
- 1 Legal Ethics
Earn Until
OnDemand - Oklahoma CLE - 7: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 7.0 of On Demand CLE credit hours, which includes 1.0 hour of legal ethics.
Video Download - Oklahoma CLE - 7: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 7.0 of On Demand CLE credit hours, which includes 1.0 hour of legal ethics.
Oregon CLE Pending · 6 Total Credits
- 1 Ethics
OnDemand - Oregon CLE - 6: This program has been submitted to the Oregon MCLE.
Video Download - Oregon CLE - 6: This program has been submitted to the Oregon MCLE.
Pennsylvania CLE Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Pennsylvania CLE - 6: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 6.0 hours of distance learning credit, including 5.0 hours of substantive law, practice and procedure CLE credit and 1.0 hour of ethics, professionalism or substance abuse distance learning CLE credit.
Video Download - Pennsylvania CLE - 6: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 6.0 hours of distance learning credit, including 5.0 hours of substantive law, practice and procedure CLE credit and 1.0 hour of ethics, professionalism or substance abuse distance learning CLE credit.
Rhode Island CLE Upon Request · 6 Total Credits
- 1 Legal Ethics
Earn Until
OnDemand - Rhode Island CLE - 6: NBI is an accredited sponsor with the Rhode Island MCLE Commission. Upon course completion and credit request submittal, an application will be submitted to the Rhode Island MCLE Commission.
Video Download - Rhode Island CLE - 6: NBI is an accredited sponsor with the Rhode Island MCLE Commission. Upon course completion and credit request submittal, an application will be submitted to the Rhode Island MCLE Commission.
South Carolina CLE Approved · 6 Total Credits
- 1 Legal Ethics/Professional Responsibility
Earn Until
OnDemand - South Carolina CLE - 6: This course is accredited by the South Carolina Commission on Continuing Legal Education and Specialization for 6.0 alternatively delivered hours, of which 1.0 hour relates to legal ethics and professional responsibility.
Video Download - South Carolina CLE - 6: This course is accredited by the South Carolina Commission on Continuing Legal Education and Specialization for 6.0 alternatively delivered hours, of which 1.0 hour relates to legal ethics and professional responsibility.
Tennessee CLE Approved · 6 Total Credits
- 1 Ethics/Professionalism
Earn Until
OnDemand - Tennessee CLE - 6: This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 6.0 hours of Distance Learning credit, including 1.0 hour of ethics/professionalism (EP) credit.
Texas CLE Approved · 6 Total Credits
- 1 Legal Ethics/Professional Responsibility
Earn Until
OnDemand - Texas CLE - 6: This course is accredited for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 6.0 credit hours, of which 1.0 credit hour will apply to legal ethics/professional responsibility credit. Hours in attendance at National Business Institute CLE seminars may be applied to the minimum Judicial Education requirement.
Video Download - Texas CLE - 6: This course is accredited for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 6.0 credit hours, of which 1.0 credit hour will apply to legal ethics/professional responsibility credit. Hours in attendance at National Business Institute CLE seminars may be applied to the minimum Judicial Education requirement.
Utah CLE Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Utah CLE - 6: National Business Institute is an approved "presumptive provider" with the Utah State Board of Continuing Legal Education. This program qualifies for 6.0 hours of self-study CLE credit for Utah attorneys, which includes 1.0 hour of ethics credit.
Video Download - Utah CLE - 6: National Business Institute is an approved "presumptive provider" with the Utah State Board of Continuing Legal Education. This program qualifies for 6.0 hours of self-study CLE credit for Utah attorneys, which includes 1.0 hour of ethics credit.
Virginia CLE Approved · 6 Total Credits
- 1 Ethics/Professionalism
Earn Until
OnDemand - Virginia CLE - 6: This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 6.0 hours of prerecorded credit, of which 1.0 hour will also apply in the area of legal ethics or professionalism.
Video Download - Virginia CLE - 6: This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 6.0 hours of prerecorded credit, of which 1.0 hour will also apply in the area of legal ethics or professionalism.
Vermont CLE Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Vermont CLE - 6: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 6.0 hours of self-study credit, including 1.0 hour of self-study ethics credit.
Video Download - Vermont CLE - 6: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 6.0 hours of self-study credit, including 1.0 hour of self-study ethics credit.
Washington CLE Approved · 0 Total Credits
OnDemand - Washington CLE - 0: This content has been approved for Washington Continuing Legal Education credit. Credit hours will be awarded based on the actual run time.
Video Download - Washington CLE - 0: This content has been approved for Washington Continuing Legal Education credit. Credit hours will be awarded based on the actual run time.
Wisconsin CLE Pending · 7 Total Credits
Earn Until
OnDemand - Wisconsin CLE - 7: NBI, Inc. is a GPA Sponsor with the Wisconsin Board of Bar Examiners. Application is pending with the Board of Bar Examiners.
Video Download - Wisconsin CLE - 7: NBI, Inc. is a GPA Sponsor with the Wisconsin Board of Bar Examiners. Application is pending with the Board of Bar Examiners.
West Virginia CLE Approved · 7.2 Total Credits
- 1.2 Ethics
Earn Until
OnDemand - West Virginia CLE - 7.2: This program qualifies for 7.20 hours of pre-recorded credit, which includes 1.20 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education.
Video Download - West Virginia CLE - 7.2: This program qualifies for 7.20 hours of pre-recorded credit, which includes 1.20 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education.
Wyoming CLE Upon Request · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Wyoming CLE - 6: Upon course completion and credit request submittal, an application will be submitted to the Bar.
Video Download - Wyoming CLE - 6: Upon course completion and credit request submittal, an application will be submitted to the Bar.
Course Book (PDF Download)
CLE
Credits
Maine CLE Approved · 6 Total Credits
Earn Until
Course Book - Maine CLE - 6: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 6.0 hours of self-study CLE credit.
Missouri CLE Approved · 6 Total Credits
Earn Until
Course Book - Missouri CLE - 6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 6.0 self-study CLE credit hours.
Northern Mariana Islands CLE Approved · 6 Total Credits
Earn Until
Course Book - Northern Mariana Islands CLE - 6: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 6.0 hours of self-study CLE credit.
Select Jurisdiction
CLE
Agenda
-
Planning the Deal: Strategy, Structure Drivers, and Timeline
- Who Is Buying and Why: Health Systems, Private Equity, Payors, and Strategic Consolidators
- Early Client Counseling: Goals, Deal Breakers, and Realistic Timelines
- Assembling the Deal Team: Regulatory, Reimbursement, Tax, and Benefits Support
- Letters of Intent, Exclusivity, and Confidentiality Agreements - What to Lock Down Early
- Why Valuation Is a Legal Issue in Healthcare, Not Just a Financial One
-
Choosing the Structure: Asset, Equity, MSO, and Affiliation Models
- The MSO and Friendly PC Model: How It Works and Where It Breaks Down
- Corporate Practice of Medicine and Fee-Splitting Restrictions Across States
-
Healthcare Regulatory Due Diligence: Find the Problems Before They Find You
- Building the Healthcare-Specific Diligence Request List
- Stark Law Review: Financial Relationships, Exceptions, and Documentation Gaps
- Anti-Kickback Statute and Safe Harbor Analysis of Referral Source Arrangements
- Physician Compensation: Fair Market Value and Commercial Reasonableness
- Billing, Coding, and Overpayments: Identification, Investigation, and Repayment Requirements
- Licensure, Accreditation, Survey History, and Exclusion Screening
- Payor Contracts, Assignment Clauses, and Value-Based Arrangements
- HIPAA, Cybersecurity, and Health Data Diligence
- Quantifying What You Find: Repair, Reprice, Indemnify, or Walk Away
- Using AI for Large-Scale Contract Abstraction and Analysis
-
Regulatory Approvals, Notices, and Antitrust Review
- HSR Filing Requirements, Thresholds, and Healthcare Antitrust Scrutiny
- State Healthcare Transaction Notice, Review, and Approval Requirements
- Certificate of Need and Facility Licensure Change of Ownership Filings
- Medicare and Medicaid Enrollment, CHOW Applications, and Assumed Provider Agreements
- DEA, CLIA, Pharmacy, and Other Program-Specific Transfers
- Sequencing Approvals Against Your Closing Timeline
-
Negotiating and Drafting the Purchase Agreement
- Healthcare Representations and Warranties That Actually Earn Their Space
- Compliance, Billing, and Overpayment Indemnities: Scope, Caps, Baskets, and Survival
- Escrows, Holdbacks, and Earnouts Tied to Regulatory Outcomes
- Representation and Warranty Insurance in Healthcare Deals
- Interim Operating Covenants, Consent Efforts, and Pre-Closing Self-Disclosure Decisions
- Closing Conditions Built Around Regulatory Approvals
- Employment, Restrictive Covenant, and Physician Compensation Documents
- Transition Services and Management Agreements
-
Closing and Post-Closing Integration
- Closing Checklist and Day-One Operational Readiness
- Provider Enrollment, Billing Continuity, and Avoiding Claim Interruption
- Integrating Compliance Programs, Policies, Training, and Hotlines
- Rationalizing Physician Arrangements Post-Closing Under Stark and the AKS
- EHR Conversion, Data Migration, and Business Associate Agreements
- Governance, Medical Staff, and Culture Integration
- Handling Violations Discovered After Closing: Self-Disclosure and Repayment Decisions
- Earnout Administration, Indemnity Claims, and Post-Closing Disputes
-
Ethical Considerations in Healthcare Transactions
- Who Is the Client? Entity, Owners, and Selling Physicians
- Joint Representation, Conflicts, and Waivers in Practice Sales
- Confidentiality and Information Barriers in Competitive Sale Processes
- Competence and Supervision Across a Multi-Specialty Deal Team
- Using AI Tools in Diligence Review: Verification, Confidentiality, and Supervisory Duties
- Fee Arrangements, Success Fees, and Fee-Splitting Concerns
- Candor With Regulators and in Voluntary Self-Disclosures
Who Should Attend
This program is designed for attorneys. Paralegals, in-house counsel, healthcare executives and administrators, and compliance officers may also benefit.
Speakers
Speaker bio
David J. Holt
is the founder and CEO of Holt Law, LLC, a Minnesota and California-licensed firm that helps healthcare entrepreneurs grow their businesses with confidence, without exposing their license, ownership, or operations to avoidable risk. Mr. Holt works closely with medical practices, medical spas, dental practices, and healthcare investors and MSO builders who are scaling, acquiring, or preparing their businesses for the next stage of growth. His approach goes beyond solving the immediate legal issue: he helps clients see the full picture, from contracts and compliance to ownership and clinical governance, so every decision supports where the business is headed. That approach is the foundation of Holt Law's Fractional Legal Counsel model, which gives growing healthcare businesses ongoing access to strategic legal counsel and a clear, prioritized roadmap. Mr. Holt is also the author of The Laws of Medicine, a book for healthcare professionals ready for growth, available now on Amazon. He earned his Undergraduate Degree (B.Bm.E in Biomedical Engineering) from University of Minnesota - Twin Cities, in May 2010 and his Law Degree (J.D.) from William Mitchell College of Law (now Mitchell Hamline), in May 2013.
Speaker bio
Steven Franckhauser
is the chief legal counsel and data protection officer for ValGenesis Inc., a global software developer in the medical device and pharmaceutical industry. In this role, he handles all contractual and data protection agreements (DPA's) globally. Over the course of his diverse career, Mr. Franckhauser has written, edited and negotiated commercial agreements with public and private entities in the United State, Canada, Mexico and all continents except Antarctica. He is a past FINRA arbitrator, former adjunct professor of information privacy and security at the Pennsylvania State University, adjunct professor of business law at the Thomas R. Kline School of Law of Duquesne University, Who's Who in Energy (Pittsburgh Business Times), general counsel and corporate secretary for a top ten architectural and design firm, senior counsel for the Center for Claims Resolution, and former civil litigator with multiple verdict and appellate decisions. Mr. Franckhauser currently focuses on contract management and data privacy. He is a fellow of information privacy and holds CIPP US CIPP E, and CIPM accreditation under the Internal Association of Privacy Professionals. Mr. Franckhauser earned his B.A. degree from The Ohio State University and his J.D. degree from the Thomas R. Kline School of Law of Duquesne University.
Speaker bio
Timothy D. Norton
is a partner and Chair of Frier Levitt’s Healthcare Transactional Practice. He represents a diverse group of healthcare providers and businesses, including physicians, single-specialty group practices, multispecialty group practices, dental practices, ambulatory surgery centers, urgent care centers, management service organizations, dental service organizations, healthcare executives, entrepreneurs and other industry investors. Mr. Norton has a national practice focused primarily on healthcare mergers and acquisitions, as well as strategic joint ventures, partnerships and affiliations. He regularly counsels clients on both the buy-side and sell-side of healthcare transactions, with an emphasis on middle-market transactions involving private equity funds, portfolio companies, platform medical practices and health systems. In addition to his M&A work, Mr. Norton advises clients on a wide array of corporate, transactional and regulatory matters, including group practice formations, corporate governance, licensure, employment, management and professional service relationships, lease, sublease and timeshare rental arrangements, due diligence, corporate practice of medicine, and state and federal healthcare regulatory compliance issues. His practice also includes the preparation and negotiation of asset purchase agreements, equity purchase agreements, subscription agreements, redemption agreements, employment agreements, professional service agreements, management services agreements, recruitment agreements, space and equipment leases, vendor contracts, operating/shareholder agreements, bylaws and other contractual documents. Mr. Norton earned his B.S. degree from Syracuse University and his J.D. degree (Health Law Concentration, Senior Editor – Health Law Outlook, Executive Board – Health Law Forum) from Seton Hall University School of Law. He is a member of the New York Bar Association, New York County Lawyers Association, New Jersey Bar Association and the American Health Lawyers Association. Mr. Norton is admitted to practice in New Jersey and New York.
Speaker bio
Victoria J. Cvitanovic
is an attorney with Rudick Law Group, PLLC. Her longstanding interest in technology, artificial intelligence, data privacy, and supply-chain logistics led her to represent several leading corporate technology companies in complex litigation. She is an Artificial Intelligence Governance Professional (AIGP) and a Certified Information Privacy Professional/United States (CIPP/US), with experience advising clients on artificial intelligence governance, cybersecurity, data privacy, and emerging technology issues. Her success in the courtroom, coupled with her technical knowledge, has made her a trusted strategic advisor, leading clients to rely on her for litigation portfolio management, contract development, technology governance, and trade secret and electronically stored information (ESI) discovery management to promote consistent and effective outcomes across business lines and jurisdictions. She represents established businesses, insurance carriers, professional practitioners, and individuals in all aspects of civil litigation. Ms. Cvitanovic's practice focuses on general liability and personal injury defense, medical malpractice defense, appellate litigation, and counseling clients on the legal, regulatory, and governance considerations surrounding artificial intelligence and other emerging technologies. She earned her B.A. from Mississippi State University and her J.D. from the Paul M. Hebert Law Center at Louisiana State University. Ms. Cvitanovic is a member of the Louisiana State Bar Association and the Louisiana Center for Law and Civic Education.
Speaker bio
Richard S. Koblentz
is an attorney with Koblentz, Penvose & Froning, LLC. He devotes the greatest portion of his practice to the area of professional responsibility, including legal ethics, attorney discipline, bar admission representation, representation in the areas of attorney conflicts of interest, disqualification of counsel, law firm formations and dissolutions, legal malpractice representation as both plaintiff and defense counsel, and service as an expert witness. In 2024, Mr. Koblentz was awarded the William K Thomas Professionalism of the Year Award by the Cleveland Metropolitan Bar Association. Mr. Koblentz also practices in the areas of complex and general civil litigation, criminal defense, probate, real estate, small business counseling and domestic relations. He has served as president of the Cleveland-Marshall Law Alumni Association, is an officer of the Cuyahoga County Bar Association, and is a member of the Council of Visitors at California Western School of Law in San Diego, California. He earned his B.S. degree from The Ohio State University and his J.D. degree from Cleveland-Marshall College of Law.
Speaker bio
Francesca R. Ozinal
is an attorney with McGuireWoods focusing her practice on healthcare regulatory, transactional, enforcement, and compliance matters. Ms. Ozinal counsels private equity firms and strategic investors, hospitals, physician practices, healthcare provider staffing companies, clinical laboratories, pharmaceutical manufacturers, pharmaceutical solutions companies, telehealth and health technology companies, post-acute care providers, and other healthcare providers and life sciences companies. She conducts internal investigations, risk assessments, and billing and coding reviews to help clients remediate identified issues and establish effective compliance programs. Ms. Ozinal also advises private equity firms and other investors on a variety of complex regulatory and structuring issues that arise in the context of investments involving healthcare companies. She has experience representing healthcare provider clients and life sciences companies in civil healthcare fraud investigations, including matters involving the U.S. Department of Justice and the Department of Health and Human Services, Office of Inspector General, and during Congressional inquiries. Ms. Ozinal also provides regulatory counseling advice to clients with respect to fraud and abuse issues, including the federal Anti-Kickback Statute, Stark Law, and the False Claims Act; federal healthcare program coverage and reimbursement; healthcare compliance programs; digital health; coding and billing; value-based care arrangements; state and federal licensure issues; corporate practice of medicine restrictions; and state healthcare transaction review laws. She earned her B.A. degree with distinction and highest honors from The University of North Carolina at Chapel Hill and her J.D. degree cum laude, Executive Editor, Administrative Law Review from American University Washington College of Law. Ms. Ozinal is admitted to practice in District of Columbia and Maryland.
Speaker bio
Kristen H. Chang
is an attorney with McGuireWoods assisting clients in traversing regulatory, compliance, corporate transactional, and reimbursement issues related to the healthcare industry. She counsels clients on the federal Anti-Kickback Statute, Stark Law, Medicare policy, state fraud and abuse laws, state corporate practice of medicine laws, state licensure laws, HIPAA, fee-splitting prohibitions, and other regulatory matters. Ms. Chang also focuses her practice on pharmacy law and the 340B program, life sciences, medical devices, and other FDA matters. She has experience representing clients across several different sectors within the healthcare industry, including hospitals, health systems, pharmacies, telehealth providers, durable medical equipment suppliers, drug and medical device manufacturers and distributors, optical retailers and providers, physician practices, physical and rehabilitation therapy groups, infusion therapy providers, dialysis clinics, ambulatory surgery centers, health IT companies, and safety net providers. Ms. Chang’s work includes assessing and advising on healthcare compliance, structuring transactions and physician compensation programs, performing regulatory due diligence, developing and revising compliance policies and procedures, and negotiating agreements. Prior to joining McGuireWoods, she worked on healthcare regulatory compliance matters at another law firm specialized in health law, assisted with corporate counsel matters an intern at the American Medical Association, and studied vaccine policy matters as a research associate at the George Washington University Milken Institute School of Public Health. Ms. Chang also served as an extern to Magistrate Judge Patricia J. Gorence (ret.) at the U.S. District Court for the Eastern District of Wisconsin, and assisted pro se individuals in that capacity. She earned her B.S. degree in Biological Sciences, with Honors, minor in Political Science form University of the Pacific her Master of Public Administration, Health Policy from The George Washington University and her J.D. degree, magna cum laude, Administrative Editor, Elder Law Journal from the University of Illinois College of Law. Ms. Chang is a Chief Editor, Judicial Intern Opportunity Program Newsletter, American Bar Association (ABA) and a Vice-Chair of Publications, Medical Staff Credentialing and Peer Review Practice Group, American Health Law Association (AHLA). She is admitted to practice in Illinois and Wisconsin.
Speaker bio
Diana C. Castro
is an attorney with McGuireWoods focusing her practice on the healthcare industry, advising clients on transactional matters, mergers, acquisitions, private equity transactions and healthcare regulatory compliance matters. Ms. Castro’s practice includes advising healthcare providers, sponsors, and lenders to the healthcare industry. In representing healthcare providers, she works with hospitals, ambulatory surgery centers, dental services organizations (DSOs), and large physician group practices. As a law student, Ms. Castro participated as a board member of the Wake Forest Moot Court Board and served as an editorial staff member of the Wake Forest Law Review. In addition, she received the ABA-Bloomberg BNA Award for excellence in the study of Health Law. Ms. Castro earned her BST, telecommunications and Political Science, minor in Public Leadership, cum laude, from the University of Florida and her JD, cum laude, Editorial staff, Wake Forest Law Review from Wake Forest University School of Law. She is admitted to practice in North Carolina.
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