Business Law Institute 2018
September 2018
Business Law Institute
Co-sponsored by the Business Law and Taxation Law Sections of the Colorado Bar Association, and the Colorado Bar Association and the Denver Bar Association
Program Highlights:
The Business Law Institute is a great resource for busy attorneys. Attend this excellent event to learn, polish your skills, keep current with the law, and to network with your colleagues. And, there’s more!
You get to choose the most relevant sessions for your particular practice area from 18 breakout options. Drafting, LLC, finance, deal making, blockchain, tax, and marijuana sessions are just a few of your options.
PLUS, back by popular demand — featured presenter Dr. Richard Wobbekind! For 30 years, he has developed an annual consensus forecast of the Colorado economy. He will share with you his assessment of Colorado’s economic sectors, his economic forecast for the months and year ahead, economic developments since last year’s Institute, and more.
Here is what your colleagues say about Institute presentations:
“Fabulous presentation. Informed, succinct and engaging.”
“Very interesting and full of good tips. Engaging, well prepared, with good tempo.”
“Great update with relevant content.”
“Very helpful practical tips”
Plenary Sessions Include:
- The December 2017 Tax Cuts and Jobs Act (TCJA): Overview of the Most Consequential Tax Reform Since 1986
- Ethics: Best Practices and Common Ethical Issues Facing Business Lawyers
- Where is Colorado’s Economy Headed? What Was Expected and What Actually Happened This Past Year? Impact on You, Your Clients and Potential Clients
- Tax Cuts and Jobs Act of 2017: Choice of Entity and Planning Considerations After Tax Reform
- Essential Updates for the Business Lawyer
- Case Law
- 2018 Business Law Legislative Update
- Colorado Secretary of State 2018 Update
Plus, Choose from the Following Breakout Session Topics:
- Advanced Transactional Document Drafting: Best Practices
- Antitrust Law: Winning? This Year’s Winners (and losers) in Competition Matters
- Blockchain and Business
- Business Valuation Basics
- Contract Damages from Drafting to Litigating: What's Available When, How to Protect Client Goals, and the Reality of Enforcement
- Drafting Early-Stage Financing Documents
- Employment Law Legal Update
- Franchise Nuts & Bolts for Growing Enterprises
- Help Your Business Clients Reduce Risk from Social Media Posts and Other Communications
- Investing in Privately Held Cannabis Businesses: Colorado, National and International Legal Aspects
- IP Issues for Small Businesses
- Legal Implications of Doing Business with the Marijuana Industry
- Negotiating Your Next M&A Deal
- Sales and Use Taxes for Start-Ups
- Small Business Administration (SBA) Loans and Small Business Transactions
- Social Enterprises, including Public Benefit Corporations, Cooperatives, and LLCs as social enterprises, and B Corp certification: What Are They, Why They Matter, and Why They Likely Are Sticking Around
- Winding Down Business Entities and Transitioning Ownership
- Your Top Ten List of Things Done Wrong Regarding LLCs
Program Description
This Annual Institute addresses recent legal developments, hot topics and essentials for Business Lawyers in the Rocky Mountain Region
Expert faculty, information-packed sessions, essential updates and useful materials featured at Business Law Institute in Denver, September 12-13
Choose from over eighteen different breakout sessions at the September 2018 Business Law Institute, and get invaluable information on topics of greatest interest to you, AND, receive materials from all breakout sessions
Register now to enhance your knowledge and skills in a simple and effective manner
CANCELLATIONS: If you are unable to attend, please notify CBA-CLE by September 5, 2018 and we will gladly refund your tuition in full, or you may transfer your tuition to another party. Regretfully, we are unable to transfer your registration to the audio home study. Cancellations after 5pm on September 5, 2018 will be refunded less a $150 cancellation fee.
SPECIAL THANKS TO OUR 2018 BUSINESS LAW INSTITUTE SPONSORS!
Platinum
Silver
Registered Agent Solutions, Inc.
Sponsorship opportunities are available! For more information, please contact Melissa Higham at [email protected]
Agenda
Wednesday, September 12 - DAY ONE
8:30 a.m.
Registration and Continental Breakfast - Please Visit Our Sponsors!
9:00 a.m.
Introductions and Welcome
9:10 a.m.
PLENARY SESSIONS
- The December 2017 Tax Cuts and Jobs Act (TCJA): Overview of the Most Consequential Tax Reform Since 1986
- Tax Reform Affecting C Corporations and Individual Taxpayers
- Creation of a 20% Qualified Business Income Deduction for Owners of Pass-through Entities
- Introduction of a 3-year Holding Requirement for “Carried Interests”
- Limitations on Use of Net Operating Losses (NOLs)
- Immediate Capital Expensing
- Impact of TCJA on Enterprise Value
- Impact on Dissolution of Marriage Proceedings
- Limitation on Interest Expense Deduction
- Change to IRC 1031 Like-kind Exchange Rules
- Accounting Method Changes
- New Deferral Rules Applicable to Qualified Equity Grants
- Limitations on Marketing Expenses/Business Deductions
Presented by Scott P. Greiner, Esq., and Ronald L. Seigneur, CPA/ABV, ASA, CFF, CGMA
10:40 a.m.
Morning Networking Break – Please Visit Our Sponsors!
10:55 a.m.
Ethics: Best Practices and Common Ethical Issues Facing Business Lawyers [Submitted for 1.5 Ethics Credit]
- Maintaining Client Confidences and Technology
- Disclosing Publicly Available Client Information About the Client (Opinion 130)
- Use of the Cloud — What to Look for in Cloud Computing Services and More
- Who’s Your Client? Closely Held Businesses
- Who Holds the Attorney Client Privilege After a Sale, Merger or Bankruptcy?
- Transactional/Drafting Ethical Pitfalls
Presented by Heather Kelly, Esq., Assistant Attorney General, Jared Ellis, Esq., and Lance J. Ream, Esq.
12:10 p.m. – 1:20 p.m.
Lunch on Your Own
Day One Breakout Sessions:
1:20 p.m. - 2:10 p.m.
Breakout Session A
Option 1: Track Moderated by Herrick K. Lidstone, Jr., Esq..
Advanced Transactional Document Drafting: Best Practices
Presented by Amy Bauer, Esq., Legal Writing Professor, University of Colorado Law School
Option 2: Track Moderated by Victoria Bantz, Esq
Help Your Business Clients Reduce Risk from Social Media Posts and Other Communications
- Get a Primer on the Legal Issues Arising from Companies’ Published Content
- Learn the Issues Unique to Online Content
- Leave with Practical Tips for Keeping Your Clients out of Trouble
Presented by Ashley I. Kissinger, Esq.
Option 3: Track Moderated by Holly R. Shilliday, Esq.
Small Business Administration (SBA) Loans and Small Business Transactions
• How SBA Loans Work
• How SBA Loans Impact Small Business Transactions
• Practice Tips in Regards to Transactions Funded by SBA Loans
Panelists: Kevin Doyle, Vice President, Wells Fargo SBA Lending, and Renee Wood, SBA Business Development Officer, Wells Fargo SBA Lending
Moderated by Julian Izbiky, Esq.
2:15-3:05 p.m.
Breakout Session B
Option 1:
Your Top Ten List of Things Done Wrong Regarding LLCs
Presented by Herrick K. Lidstone, Jr., Esq., and Amy Fliam, Esq.
Option 2: Track Moderated by Victoria Bantz, Esq.
IP Issues for Small Businesses
- Trademarks
- Trade Secrets
- Trade/Domain Names
Presented by Dana Jozefczyk, Esq., and Chris Schulte, Esq.
Option 3:
Contract Damages from Drafting to Litigating: What's Available When, How to Protect Client Goals, and the Reality of Enforcement
This presentation explores the various forms of contract damages that are available, when they are available, and issues that impact whether certain forms of relief survive motions practice once in litigation and what issues influence the finder of fact. These are presented to provide guidance and consideration of things to consider at the drafting stage, during negotiations, realistic business considerations, evaluation of risk factors in the event of breach, as well as addressing damage claims head-on in litigation.
Presented by Shannon Bell, Esq.
3:05-3:20 p.m
Afternoon Networking Break and Transition to Plenary Session Meeting Room
3:20-4:20 p.m.
Plenary Session
Special thanks to the Colorado and Denver Bar Associations for their Co-sponsorship of this Institute and Making Our Featured Presentation Possible!
Where is Colorado’s Economy Headed? What Was Expected and What Actually Happened This Past Year? Impact on You, Your Clients and Potential Clients
- National Economic Context and Monetary Policy
- How is Colorado Faring?
- Growth Industries
- Economic Growth or Loss in Different Geographical Areas
- International/Overseas Investment
- Impact on Entity Filings/Dissolutions, Legal Skills, Knowledge Needed …. and more!
Presented by Richard L. Wobbekind, Senior Associate Dean for Academic Programs, and Executive Director of the Business Research Division, Leeds School of Business, University of Colorado, Boulder
4:20 p.m.
Presentation of the Cathy Stricklin Krendl Business Lawyer Lifetime Achievement Award!
4:30 p.m.
Adjourn to Networking Reception Sponsored by JAMS
All Members of the Business Law Section and Its Subsections are Invited! (No need to register for the Institute to attend the reception.)
Thursday, September 13 – DAY TWO
8:30 a.m.
Continental Breakfast
8:50 a.m.
Welcome Back
Todd Olinger, Esq., Chair, Colorado Business Law Section
PLENARY SESSIONS
9:00 a.m.
Tax Cuts and Jobs Act of 2017: Choice of Entity and Planning Considerations After Tax Reform
- Revisiting the Choice-of-entity Decision in Light of Changes to the Taxation of Corporations and Pass-through Entities
Presented by Christopher Levkulich, Esq., and Fred J. Diss, Esq.
10:00 a.m.
Morning Networking Break
10:15 a.m.
Essential Updates for the Business Lawyer
Case Law
Presented by Gil B. Rosenthal, Esq.
2018 Business Law Legislative Update – Learn About New Legislation Affecting:
- Privacy and Cybersecurity
- Physician Non-Compete Agreements
- Market Sourcing for Business Income Tax Apportionment
- Delaware Business Legislation and More
Presented by Trevor Crow, Esq.
Colorado Secretary of State 2018 Update
- Introduction to the Colorado Secretary of State’s Office
- Overview of Business and Licensing Programs
- 2018 Business and Licensing Legislative Update
- Business and Licensing Projects Update
- Business and Licensing Ongoing and Future Projects
Presented by Carla Hoke, Legal Analyst, Business and Licensing Division, Colorado Secretary of State Office
11:30-11:35 a.m.
Transition to Breakout Sessions
11:35-12:25 p.m.
Breakout Session C
Option 1: Track Moderated by Stacey L. Bowers, JD, PhD, Associate Professor of the Practice
Drafting Early-Stage Financing Documents
- Commonly-used Documents in Early-Stage Financing Transactions
- Similarities and Differences in These Documents
- Legal and Business Considerations in Determining Which Agreement to Use
- Major Practice Points for Drafting and Reviewing Such Documents
- Impact of Provisions on Companies and Investors
Presented by Mystery Murphy, Esq. and Mike Nelson, Ph.D. Esq.
Option 2: Track Moderated by Victoria Bantz, Esq.
Antitrust Law: Winning? This Year’s Winners (and losers) in Competition Matters
- Merger Enforcement, Telecomm and Other Industries: Can you hear me now?
- Non-Solicitation Agreements: To poach or not to poach, it really isn’t a question.
- International Business: Compliance at home and abroad, but what if laws conflict?
- Pricing Algorithms and Price Scraping: How can companies be competitive while avoiding antitrust missteps?
Presented by Christopher H. Wood, Esq., and Robin Alexander, Esq.
Option 3: Track Moderated by Todd Olinger, Esq..
Blockchain and Business
- Initial Coin Offerings (ICO)
- “Smart” Contracts
- Permissioned Blockchains
- Proof of Work
- Proof of Stake
- Blockchain LLCs
Presented by Donald D. Allen, Esq., Jeffrey B. George, CPA, ABV and Joshua McDougall, CBP, RCA
12:25 p.m. - 1:30 p.m.
Lunch on your own
1:30 p.m - 2:20 p.m
Breakout Session D
Option 1:
Winding Down Business Entities and Transitioning Ownership
Presented by Michael (Mike) R. Stiff, Esq.
Option 2:
Employment Law Legal Update
U.S. and Colorado Supreme Court decisions on wage claims, conflicting state laws addressing employee cannabis use, pay equity initiatives nationwide, taxation of sexual harassment settlements, and the evolving understanding of an employer's obligations under federal medical leave and disability laws.
Presented by Christopher L. Ottele, Esq.
Option 3:
Negotiating Your Next M&A Deal:
An Interactive Discussion
- Update on Market Terms and Trends
- Commonly Disputed Issues, Including Working Capital Adjustments and Earnouts
- Avoiding Common Pitfalls
Presented by Julie Herzog, Esq. and Fiona Boger, Associate Director and Manager of Contract Compliance Team, SRS Acquiom Inc.
2:25-3:15 p.m.
Breakout Session E
Option 1:
Social Enterprises, including Public Benefit Corporations, Cooperatives, and LLCs as social enterprises, and B Corp certification: What Are They, Why They Matter, and Why They Likely Are Sticking Around
This session will provide an informative overview of these concepts and provide an overview of the interested constituents. While owner value and return is an important concept, is it the only concept to be considered or are other social issues (liberal, conservative, religious or not) also important? Does a social enterprise's mandate to “do good” mean that the social enterprise does not need to make money or increase the ownership value? Can/should a social enterprise make money and increase owner value while also “doing good”? We will talk about the motivations behind these options, what each means and how younger generations are championing the interests that might make your clients want to consider one of these models.
Presented by Victoria L. Donovan, Esq., and Tonya Price, Esq.
Moderated by Herrick K. Lidstone, Jr., Esq.
Option 2:
Sales and Use Taxes for Start-Ups
This presentation will cover the following:
- Overview of State and Local Sales and Use Taxes
- Nexus
- Exemptions from Sales and Use Taxes
- Sales and Use Tax Application on the Acquisition and Sale of Business Assets
- Internet Taxes
Eric J. Zinn, J.D., LL.M., M.B.A., M.S.I.S., M.S.F.
Director, Graduate Tax Program
University of Colorado Denver | Business School
and Of Counsel, Kutak Rock LLP
Option 3:
Legal Implications of Doing Business with the Marijuana Industry (Submitted for .2 Ethics Credit)
Topics Include:
- Overview of Legal Issues Affecting the Marijuana Industry
- Top legal issues affecting the marijuana industry
- Considerations for clients that do business with the marijuana industry
Key contract issues to consider
- Banking overview
- Overview of Ethical Challenges for Lawyers Advising Marijuana Related Business Clients
Presented by Zane Gilmer, Esq
3:15 p.m.
Break
3:20-4:10 p.m.
Breakout Session F
Option 1:
Business Valuation Basics
- Business Valuation Contexts
- Common Business Valuation Methods
- Business Valuation Limitations
- Business Valuation Reports
Presented by Stacey L. Bowers, JD, PhD, Associate Professor of the Practice, University of Denver Sturm College of Law
Option 2:
Franchise Nuts & Bolts for Growing Enterprises
- What Makes a Franchise?
- Common Accidental Franchise “Traps”
- IP and Corporate Considerations to Franchise Intentionally and Intelligently
- Franchise Disclosure Documents — Key Points to Advise On When Clients Consider Franchising
Presented by Laura E. Liss, Esq.
Option 3:
Investing in Privately Held Cannabis Businesses: Colorado, National and International Legal Aspects
- Colorado, US and International Investment Landscape
- Industrial Hemp Versus Medical and Retail Marijuana
- "Plant-touching" Versus Ancillary Businesses
- Protective Provisions for Investors
- Tips for Due Diligence
Presented by Adam Foster, Esq.
4:10 p.m.
Adjourn
Registration Fees
| Non Member | $459.00 |
| CBA Member | $429.00 |
| DBA Member | $429.00 |
| CBA Tax Law Section Member | $419.00 |
| ACC Member | $419.00 |
| CBA Business Law Section Member | $419.00 |
| CBA Young Lawyers Division | $329.00 |
| CLEACCESSPASS---BASIC Pass Holder | $249.00 |
| New Lawyer Edge Partner | $214.50 |
| CLEACCESSPASS---ELITE Pass Holder | $199.00 |
- General Credits: 13.00
- Ethics Credits: 1.70
- EDI Credits:
To join the CBA or add a Section to your membership click
Sponsor Information
Take two days and get the latest information at the 2017 Business Law Institute. At the same time, get ready for Denver Startup Week by attending the Institute’s Breakout Sessions particularly pertinent to advising start up clients
Register now to enhance your knowledge and skills in a simple and effective manner
Expert faculty, information-packed sessions, essential updates and useful materials featured at Business Law Institute in Denver, September 13-14
Annual Institute addresses recent legal developments, hot topics and essentials for Business Lawyers in the Rocky Mountain Region
Choose from over twenty different breakout sessions at the September 2017 Business Law Institute, and get invaluable information on topics of greatest interest to you, AND, receive materials from all breakout sessions