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Overview
Get Fluent in the Language of Business
Practicing nowadays takes more than just legal know-how. Whether you work in-house, in a law firm, or are flying solo, you need to understand how financial and business decisions are made to provide high quality legal representation. Join our distinguished faculty for an incisive look at the intersection of business, finance, and law. Topics covered include accounting and financial analysis basics, corporate finance, modern marketing practices and data use risks, tax basics, and governance essentials. As business and law become increasingly intertwined, there's no better time than now to develop these core competencies - register today!
- Learn how to read, interpret, and use financial statements to understand the financial health of a business.
- Understand how financial analysis is performed.
- Build familiarity with corporate finance strategies, capital structures, capitalization objectives, and more.
- Explore digital and traditional marketing practices and how they intersect with data privacy regulations.
- Develop a working knowledge of how businesses are taxed and what's involved in business tax planning.
- Get a refresher on business structure and governance best practices.
Abbreviated Agenda
- Accounting and Finance Fundamentals
- Corporate Financing 101
- Marketing, Advertising, and Data Use - What Lawyers Need to Know
- Business Structure and Governance
- What Every Attorney Should Know About Tax
- Ethical Considerations When Advising Business Clients
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Alaska CLE |
|
6 Total | 11-12-2026 |
| Alabama CLE |
|
6 Total | 12-31-2025 |
| Arkansas CLE |
|
6 Total | 06-30-2026 |
| Arizona CLE |
|
6 Total | 11-12-2026 |
| California CLE |
|
6 Total | 11-12-2026 |
| Colorado CLE |
|
7 Total | 12-31-2026 |
| Connecticut CLE |
|
6 Total | 11-12-2026 |
| Delaware CLE |
|
6 Total | 11-12-2026 |
| Florida CLE |
|
7 Total | 05-31-2026 |
| Georgia CLE |
|
6 Total | 12-31-2025 |
| Hawaii CLE |
|
6 Total | 11-12-2026 |
| Iowa CLE |
|
6 Total | 11-12-2026 |
| Idaho CLE |
|
6 Total | 11-12-2027 |
| Illinois CLE |
|
6 Total | 11-11-2026 |
| Maine CLE |
|
6 Total | 11-11-2026 |
| Minnesota CLE |
|
6 Total | 11-12-2026 |
| Missouri CLE |
|
6 Total | 11-12-2026 |
| Northern Mariana Islands CLE |
|
6 Total | 11-12-2026 |
| Mississippi CLE |
|
6 Total | 07-31-2026 |
| Montana CLE |
|
6 Total | 11-12-2027 |
| North Dakota CLE |
|
6 Total | 11-12-2027 |
| Nebraska CLE |
|
6 Total | 11-12-2026 |
| New Hampshire CLE |
|
6 Total | 11-12-2027 |
| New Mexico CLE |
|
6 Total | 11-12-2026 |
| Nevada CLE |
|
6 Total | 11-12-2027 |
| New York CLE |
|
7 Total | 11-12-2027 |
| Oklahoma CLE |
|
7 Total | 11-12-2026 |
| Oregon CLE |
|
6 Total | 11-12-2027 |
| Pennsylvania CLE |
|
6 Total | 11-12-2026 |
| South Carolina CLE |
|
6 Total | 12-31-2025 |
| Tennessee CLE |
|
6 Total | 11-11-2026 |
| Utah CLE |
|
6 Total | 12-31-2025 |
| Vermont CLE |
|
6 Total | 11-12-2026 |
| Washington CLE |
|
6 Total | 11-11-2029 |
| Wisconsin CLE |
|
7 Total | 12-31-2025 |
| West Virginia CLE |
|
7.2 Total | 11-12-2026 |
Select Jurisdiction
CLE
Agenda
-
Accounting and Finance Fundamentals
- Key Concepts and Terminology
- Understanding Financial Statements
- How Financial Statements Work Together and What They Tell You
- Performing Financial Analysis: Calculating and Interpreting Core Ratios
- Understanding Audits and Financial Statement Review
- Financial Projection Fundamentals
-
Corporate Financing 101
- Debt and Equity Financing Basics
- Capital Structures and Capitalization Strategies
- Venture Capital Mechanics; Pros and Cons
- Preparing Businesses for Investors
- Intro to Securities Law Requirements
-
Marketing, Advertising, and Data Use - What Lawyers Need to Know
- Understanding Digital and Traditional Marketing Practices
- Identifying and Addressing Legal Risks Presented
- Understanding Data Use and Complying With Data Security and Privacy Laws
- Dealing with Data Privacy Issues in Corporate/Vendor Agreements
-
Business Structure and Governance
- Entity Selection and Governing Documents
- Roles, Rights, and Decision-Making
- Governance and Management Best Practices
- Drafting in Escape Hatches
- Compensation Models
- Working with Outside Professionals and Experts
-
What Every Attorney Should Know About Tax
- How Businesses are Taxed
- Tax Implications
- Entity Selection
- Governing Documents
- Business Acquisitions
- Understanding Employment Taxes
- Business Tax Planning Goals
- Tax Evasion vs. Avoidance
-
Ethical Considerations When Advising Business Clients
- Avoiding Conflicts of Interest
- Organization as Client
- Reporting Fraud
- Attorney Fees
Who Should Attend
This program is designed for attorneys. Paralegals will also benefit.
Speakers
Speaker bio
Tamika R. Miller
is a partner with Miller Smith, LLC, where she practices in the areas of civil litigation, handling personal injury matters and business litigation matters. Ms. Miller is licensed to practice law in the state of Alabama. She is a member of the Montgomery County Bar Association. Ms. Miller earned her B.A. degree from Florida A&M University and her J.D. degree from Faulkner University-Thomas Goode Jones School of Law.
Speaker bio
Steven Fried
is based in New York City. A graduate of Tufts University and the University of Tennessee College of Law, he has been practicing since 1996, consulting with and representing entrepreneurs and businesses. Mr. Fried's writings have been featured in various law reviews and other publications. He lectures extensively on legal and ethical issues facing attorneys and the public. In 2017, Mr. Fried founded OliverClarity Inc. and began developing OlyverApp, an online business management platform that helps entrepreneurs build compliant ventures and raise money. He is also a hockey player whose talents remain largely underappreciated.
Speaker bio
Josh Andrews
is the managing partner of Gatehouse Law, where he focuses his practice on the legal needs of entrepreneurs, business law, and complex transactions, such as business formations; business transactions; raising capital for businesses; complex business negotiations; national and international intellectual property management, property disputes and expansion of business; mergers and acquisitions; and preventative law business consulting. Mr. Andrews is admitted to practice in Alabama and Georgia. He is a member of the Alabama State Bar and the State Bar of Georgia. Mr. Andrews earned his B.A. degree from Birmingham-Southern College and his J.D. degree from Cumberland School of Law.
Speaker bio
Joseph C. Mandarino
is an attorney with the law firm of Smith, Gambrell & Russell, LLP. His practice focuses primarily on tax and financial planning. Mr. Mandarino writes and speaks extensively on a wide range of business, tax and finance topics. He has published over 100 articles in journals and in-house newsletters, and has participated in over 200 presentations and seminars. Mr. Mandarino's articles have appeared in the National Law Journal, Mergers & Acquisitions magazine, Tax Notes Today, Journal of Real Estate Taxation, Journal of S Corporation Taxation, Journal of Multistate Taxation, Tax & Finance Newsletter and NYU Institute on Federal Taxation. In addition, he has spoken at meetings and seminars organized by numerous organizations, including the American Bar Association, White House Conference on Small Businesses, U.S. Small Business Administration, Georgia Electronic Commerce Association, Federation of Exchange Accommodators, International Reinsurance Conference, Service Corps of Retired Executives and the United Way, as well as several panel-type TV discussion programs. Mr. Mandarino earned his B.A. degree from the University of Toronto; his J.D. degree, cum laude, from Loyola University School of Law; and his LL.M. degree from New York University School of Law.
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