Business & Securities Law

4.57

Business Transaction Contracts Drafting Kit With Sample Provisions, Checklists, and More

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 7 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 6 Total
OnDemand
5 hours 54 minutes
Julie Globus
Michael Fekete
Michael Overly
Ashley Kennedy
Leona Mogavero
Richard Weintraub
Griffen Thorne
Milton Thompson
With Julie D. Globus from Sabharwal Globus & Lim LLP + 7 others
Recorded January 14, 2025
Product ID 99757

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Overview

Are You Ready to Level Up Your Contract Game?

Feeling overwhelmed by contracts? You're not alone. This course is your roadmap to contract confidence. Whether you're fresh out of law school or a seasoned pro looking to sharpen your skills, you'll walk away with practical tools and real world examples. Let's break down the complexities of contract law together. Register today!

  • Master the Basics: Grasp the essential building blocks of a solid contract.
  • Uncover Hidden Risks: Conduct thorough due diligence like a seasoned pro.
  • Shield Your Clients: Assess the power of non-competes in light of recent rules changes.
  • Draft With Confidence: Create watertight sale of goods contracts.
  • Navigate the Digital Age: Understand licensing and tech contracts that keep pace with innovation.

This program was designed in conjunction with NBI's esteemed 2024-2025 Content Advisory Committee Member Julie Globus.

Abbreviated Agenda

  1. General Conceptual Elements of Contract Drafting
  2. Understanding What You are Drafting - Contemplated Outcome
  3. The Preliminary Outline - Term Sheets
  4. Non-Disclosures and Non-Competes (Standalone and as a Clause)
  5. Purchase and Sale of Assets, Equity, Businesses
  6. Sale of Goods Agreements
  7. Commercial Lease, Assignment, Subletting
  8. Real Estate Purchase and Option Agreements
  9. Loan Agreement, Promissory Note, Confession of Judgment
  10. Licensing and Technology Use/Transfer Agreements
  11. Distribution Agreements
Product ID 99757

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 7 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 6 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in
  1. General Conceptual Elements of Contract Drafting

    1. Statuses of Fraud (What MUST be in Writing)
    2. UCC Sales and Notice of Potential Default
    3. Provisions Common to ALL Contracts
    4. Common Boilerplate Provisions
    5. Common Provisions That are State Specific
    6. Understanding Timelines
    7. Conditions of Closing Including Due Diligence
    8. Timelines and Checklists
  2. Understanding What You are Drafting - Contemplated Outcome

    1. Parties, Goals, and Intended Outcome
    2. Issues 
    3. Potential Points of Contention
    4. Drafting Party and Reviewing Party
  3. The Preliminary Outline - Term Sheets

  4. Non-Disclosures and Non-Competes (Standalone and as a Clause)

  5. Purchase and Sale of Assets, Equity, Businesses

  6. Sale of Goods Agreements

  7. Commercial Lease, Assignment, Subletting

  8. Real Estate Purchase and Option Agreements

  9. Loan Agreement, Promissory Note, Confession of Judgment

  10. Licensing and Technology Use/Transfer Agreements

  11. Distribution Agreements

Who Should Attend

This legal guide is designed for attorneys. It may also benefit paralegals.

Speakers

Julie D Globus
Julie D.
Globus
Sabharwal Globus & Lim LLP
Michael J Fekete
Michael J.
Fekete
Montgomery McCracken Walker & Rhoads LLP
Michael R Overly
Michael R.
Overly
Foley & Lardner LLP
Ashley M Kennedy
Ashley M.
Kennedy
Foley & Lardner LLP
Leona Mogavero
Leona
Mogavero
Zarwin Baum DeVito Kaplan Schaer
Richard A Weintraub
Richard A.
Weintraub
Weintraub Law Group PC
Griffen J Thorne
Griffen J.
Thorne
Lewis Brisbois LLP
Milton O Thompson
Milton O.
Thompson
Bleeke Dillon Crandall
Speaker bio
Julie D Globus

Julie D. Globus

Sabharwal Globus & Lim LLP
Julie Globus

is a partner with the law firm of Sabharwal Globus & Lim LLP in West Nyack, New York; where she represents banks and hedge funds in the purchase and sale of debt in distressed companies, international and domestic mergers and acquisitions, leveraged acquisitions, and corporate finance. With data privacy and issues of cybersecurity at the forefront of current legal issues, Ms. Globus also assists her clients with building an architectural framework for compliance with state and federal securities, finance, data privacy laws, and with establishing strong internal controls. She also engages in the area of education law, helping students and parents obtain a fair and appropriate public education for their children, as well as resolving education related disciplinary matters. Ms. Globus is an associate member of the Association of Certified Fraud Examiners and is corporate counsel for an international cryptocurrency related company, giving her the opportunity to consult with legal teams in both the U.S. and abroad, each with varying expertise and each trying to wade through the confusion related to cryptocurrency. She earned her B.A. degree from Skidmore College, her M.A. degree from the Hebrew University of Jerusalem on Mt. Scopus, and her J.D. degree from Rutgers State University of New Jersey, Newark Campus. Ms. Globus's passion is endurance cycling, and she is an avid middle-distance triathlete.

Speaker bio
Michael J Fekete

Michael J. Fekete

Montgomery McCracken Walker & Rhoads LLP
Michael Fekete

is a partner with Montgomery McCracken Walker & Rhoads LLP, where he is a member of the firm's litigation department, as well as their real estate practice. He regularly represents individuals, business owners and companies, both publicly and privately owned, in litigation involving breach of contract, breach of warranty, consumer fraud claims, real estate, and restrictive covenants. Mr. Fekete has extensive experience representing publicly-owned REITs, developers, commercial landlords, and court-appointed receivers in Pennsylvania, New Jersey, and New York in all facets of real estate, including lease drafting and negotiation, and commercial tenancy matters. He is a member of the New Jersey State and Pennsylvania bar associations, and serves on the New Jersey District IV Ethics Committee. Mr. Fekete earned his B.A. degree at the University of Maryland, College Park; and his J.D. degree at Rutgers Law School.

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), xertified in risk and information systems Controls (CRISC), certified outsourcing professional (COP), and certified information privacy professional (CIPP) certifications. Mr. Overly writes and speaks frequently regarding negotiating and drafting technology transactions and the legal issues of technology in the workplace, e-mail and electronic evidence. He 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, Mr. Overly is the author of 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). He 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.

Speaker bio
Ashley M Kennedy

Ashley M. Kennedy

Foley & Lardner LLP
Ashley Kennedy

is a technology, transactions, cybersecurity & privacy practice group member within Foley & Lardner LLP's intellectual property department. She provides counsel on structuring and negotiating technology agreements to create strategic and advantageous business relationships between companies. Ms. Kennedy has experience drafting and negotiating commercial agreements, including intellectual property licenses, software-as-a-service agreements, distribution agreements, master services agreements, non-disclosure agreements, and technology transfer agreements. She also has experience structuring and addressing the intellectual property components of mergers and acquisitions and other corporate transactions. Prior to joining Foley as an associate, Ms. Kennedy served as an associate and summer clerk at an intellectual property-focused law firm, preparing patent applications for the USPTO. She previously worked in the engineering sector for an aerospace and defense company. Ms. Kennedy earned her B.S. degree in material science and engineering from University of Utah College of Engineering; her M.S. degree in material science and engineering from University of Utah College of Engineering; and her J.D. degree, summa cum laude, from University of Utah S.J. Quinney College of Law. She is admitted to practice in Utah.

Speaker bio
Leona Mogavero

Leona Mogavero

Zarwin Baum DeVito Kaplan Schaer
Leona Mogavero

is a shareholder at Zarwin Baum DeVito Kaplan Schaer, where she concentrates her practice in the area of creditors' rights and bankruptcy. Ms. Mogavero has experience representing financial institutions and other lenders in negotiation and documentation of commercial loan workouts and restructures. She also has experience in real estate transactional matters. Ms. Mogavero has supervised and instructed associate attorneys and paralegal assistants in the handling of commercial and residential mortgage foreclosures, and is a frequent speaker at seminars for financial professionals and attorneys regarding loan workouts, collections and bankruptcy. She is admitted to practice in the state of Pennsylvania; and before the Supreme Court of Pennsylvania, United States District Court for the Eastern District of Pennsylvania and the United States Court of Appeals for the Third Circuit. Ms. Mogavero is a member of the Pennsylvania and Philadelphia bar associations. She is a Subchapter V bankruptcy trustee. Ms. Mogavero earned her B.A. degree, maxima cum laude, from LaSalle College; and her J.D. degree from the University of Pennsylvania Law School.

Speaker bio
Richard A Weintraub

Richard A. Weintraub

Weintraub Law Group PC
Richard Weintraub

is the owner of Weintraub Law Group PC, where he focuses his practice in the formation of business entities; venture capital transactions; mergers, acquisitions and divestitures; public and private offerings; and debt financing. Mr. Weintraub has also been an instructor of tax and securities law courses at UCLA, University of California San Diego, and the University of San Diego. He has instructed a course entitled “Securities Law Implications for the Emerging Growth Business” at UCSD. Mr. Weintraub is admitted to practice in California and before the U.S. Claims Court, U.S. Tax Court, U.S. District Court for the Central District of California, and the U.S. District Court for the Southern District of California. He earned his B.A. degree from the University of California Los Angeles and J.D. degree from Loyola Marymount University.

Speaker bio
Griffen J Thorne

Griffen J. Thorne

Lewis Brisbois LLP
Griffen Thorne

is an attorney at the Los Angeles office of Lewis Brisbois LLP. He has represented hundreds of clients in highly regulated, controlled substances markets. Mr. Thorne's practice includes M&A, commercial transactions, real estate leasing and dispositions, equity and debt finance transactions, and general regulatory guidance. He also assists clients with specific regulatory issues from applying for competitive and non-competitive local and state government licenses, through day-to-day regulatory compliance. Mr. Thorne began his career litigating high-stakes intellectual property and commercial litigation cases at one of the largest law firms in the United States, where he argued motions before state and federal courts and the California Court of Appeals. As a former litigator, he is intimately familiar with common contract negotiation and drafting issues that can lead to business and contract disputes. Mr. Thorne was one of the leading vice chairs in the first panel of the Los Angeles County Bar Association's Cannabis Section. He writes weekly for the Canna Law Blog, and has written a variety of cannabis-related articles for a number of legal publications. Prior to beginning his legal career, Mr. Thorne studied music at the University of California, Berkeley. After Berkeley, he attended law school at Loyola University of Chicago, where he was the editor-in-chief of the Loyola University Chicago Law Journal.

Speaker bio
Milton O Thompson

Milton O. Thompson

Bleeke Dillon Crandall
Milton Thompson

is an attorney and of counsel with the law firm of Bleeke Dillon Crandall. He is most recognized for sports and entertainment law, but he also focuses in business law and consulting for entrepreneurs and non-profits, small business financing, and MBE and WBE certification. Mr. Thompson graduated from Wittenberg University with a B.A. degree and from Indiana University Maurer School of Law - Bloomington. He served as the president and CEO of Grand Slam, a sports, entertainment, and recreation management consulting firm. Mr. Thompson was also co-founder of Play Ball Indiana which is now called Indy RBI (Program of Major League Baseball), a former certified contract advisor with the NFL and NBA Players Association, and a board member of the Indianapolis Indians Baseball Club. He hosted the weekly radio show "Playing for Keeps" which is now a television show where he interviews the nation’s top sports celebrities. Well-known for his work in community development, sports and recreation-planning, and in building community collaborations through effective partnerships, Mr. Thompson served as president and interim director of Big Brothers while merging with Big Sisters to create Big Brothers and Big Sisters of Central Indiana. He also played a key role in negotiating the merger between the Legacy Fund and the Indianapolis Foundation in 1997 to develop the Central Indiana Community Foundation of which he was the inaugural chair. That organization now has accumulated assets of more than one billion dollars. Now, Mr. Thompson serves as the Indianapolis Foundation’s appointment to the Impact Board of Directors as well as the Women’s Fund Advisory Board. He has served on the Indianapolis Bond Bank and then on to the Capital Improvement Board. Mr. Thompson served as a board member of Visit Indy and it’s Tourism of Tomorrow Board of Directors. He is currently the chairman of board for the Indianapolis English Foundation and has also been named as chairman for the Crown Hill Board of Managers. Furthermore, Mr. Thompson is currently chairman of the board for the Indiana State Gaming Commission. In addition, he serves on the faculty for the National Business Institute. Mr. Thompson's commitment to the community is attested by his many civic involvements including serving as chair of the Indianapolis Foundation and as the chairman of the Indiana University Maurer School of Law Board of Visitors as well as president of its Alumni Association. In addition, he was the former general counsel and vice president of corporate development for the Pan American Games.  Mr. Thompson also held the position of vice president of Indiana Sports Corporation where he led the effort for an olympic training center. A former First Team All-American baseball player at his college alma mater, he has been a member of the college's Wittenberg Board of Trustees and is now an emeritus director. A former Marion County deputy prosecuting attorney, Mr. Thompsons' honors include the 2004 Business & Philanthropy Award from the National Center for Black Philanthropy in Washington, D.C.; and was included on the Indiana Super Lawyers list in the Indianapolis Monthly Magazine. In 1997, he received his law school’s distinguished service award. Mr. Thompson was inducted in 2007 to the most prestigious honor the law school offers as a member of the Academy of Law Alumni Fellows. He was also given the Phi Kappa Psi National Service Award for his unparalleled leadership to our nation. Most recently, Mr. Thompson was awarded the prestigious Whistler Award and a national service award for his outstanding civic achievements for the city of Indianapolis in 2020.

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