Business & Securities Law

4.74

Software Licensing and SaaS Agreements: Drafting and Negotiation Strategies

Credits Available
Credit Status Total
Colorado CLE Approved 4 Total
Idaho CLE Upon Request 3 Total
Kansas CLE Upon Request 3.5 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Oregon CLE Upon Request 3 Total
Rhode Island CLE Upon Request 3.5 Total
Washington CLE Approved 3 Total
OnDemand
2 hours 55 minutes
Michael Overly
With Michael R. Overly from Foley & Lardner LLP
Recorded October 25, 2023
Product ID 97409

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Overview

Key Provisions, Top Risks, and Tips for Negotiation

Software agreements are dense, complicated, and absolutely essential to most businesses today. Get the latest information and practical insights to help you conduct real due diligence and meaningful negotiations before you sign. Register today!

  • Get a refresher on the core concepts of software agreements.
  • Clarify your desired outcomes and get practical tools for focused and effective due diligence.
  • Draft better contracts with a thorough review of essential agreement provisions.

Abbreviated Agenda

  • Core Concepts: SaaS, Cloud, Open Source, Development and Licensing, and More
  • Negotiation Goals and Priorities: Licensee and Licensor Perspectives
  • Due Diligence Best Practices
  • Key Provisions: Drafting and Negotiation Deep Dive - Part 1
  • Key Provisions: Drafting and Negotiation Deep Dive - Part 2
  • Top Tips for Exceeding Client Expectations Before, During and After Negotiations

Related Topics

Product ID 97409

Credit Details

Credits Available
Credit Status Total
Colorado CLE Approved 4 Total
Idaho CLE Upon Request 3 Total
Kansas CLE Upon Request 3.5 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Oregon CLE Upon Request 3 Total
Rhode Island CLE Upon Request 3.5 Total
Washington CLE Approved 3 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Core Concepts: SaaS, Cloud, Open Source, Development and Licensing, and More

  2. Negotiation Goals and Priorities: Licensee and Licensor Perspectives

  3. Due Diligence Best Practices

  4. Key Provisions: Drafting and Negotiation Deep Dive - Part 1

    • Agreement Overview: What Needs to Be in the Contract
    • Scope and Important Definitions (Services, Tech Specifications, Acceptance Criteria)
    • Price
    • Intellectual Property Issues

  5. Key Provisions: Drafting and Negotiation Deep Dive - Part 2

    • Confidentiality and Data Issues (Ownership, Security Obligations)
    • Indemnification and Limitation of Liability
    • Reps and Warranties
    • Maintenance and Support Obligations
    • Duration and Termination

  6. Top Tips for Exceeding Client Expectations Before, During and After Negotiations

Who Should Attend

This legal guide is designed for attorneys. Accountants and paralegals will also benefit.

Speakers

Michael R Overly
Michael R.
Overly
Foley & Lardner LLP
Speaker bio
Michael R Overly

Michael R. Overly

Foley & Lardner LLP
Michael Overly

is a partner in Foley & Lardner LLP's Information Technology and Outsourcing Group, and Privacy, Security and Information Management groups. He is one of the few practicing lawyers who has satisfied the rigorous requirements necessary to obtain the Certified Information System Auditor (CISA), Certified Information Systems Security Professional (CISSP), Information Systems Security Management Professional (ISSMP), Certified in Risk and Information Systems Controls (CRISC), Certified Outsourcing Professional (COP), and Certified Information Privacy Professional (CIPP) certifications. He writes and speaks frequently regarding negotiating and drafting technology transactions and the legal issues of technology in the workplace, e-mail, and electronic evidence. Mr. Overly has written numerous articles and books on these subjects and is a frequent commentator in the national press (e.g. New York Times, Chicago Tribune, Los Angeles Times, Wall Street Journal, ABCNEWS.com, CNN, and MSNBC), and has testified before the U.S. Congress regarding online issues. Among others, he is the author several books, including Big Data: A Business and Legal Guide (CRC Press 2014); A Guide to IT Contracting:  Checklists, Tools and Techniques (CRC Press 2012); e-policy: How to Develop Computer, E-mail, and Internet Guidelines to Protect Your Company and Its Assets (AMACOM 1998); Overly on Electronic Evidence (West Publishing 2002); The Open Source Handbook (Pike & Fischer 2003); Document Retention in The Electronic Workplace (Pike & Fischer 2001); Licensing Ling-by-Line (Aspatore Press 2004); and Practice Guide: Drafting and Negotiating Effective Cloud Computing Agreements (LexisNexis (2015). Mr. Overly earned his B.S. and M.S. degrees from Texas A&M University and his J.D. degree from Loyola Law School, where he was articles editor of the Loyola Law Review and elected to Order of the Coif.

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