9th Annual Business Law Institute
September 2008
9th Annual Business Law Institute
Co-sponsored by the CBA Business Law Section
Agenda
Thursday, September 18, 2008
12:00 – 1:00 pm
Registration
1:00 – 1:10 pm
Welcome and Introduction
Extended by Allen Sparkman, Esq., 2007 – 2008 CBA Business Law Section Chair
1:10 – 2:00 pm
Address on National Business Law Issues by the Honorable Myron T. Steele, Chief Justice of the Delaware Supreme Court
Presented by The Honorable Myron T. Steele, Chief Justice of the Delaware Supreme Court
2:00 – 2:10 pm
Break (10 minutes)
2:10 – 3:00 pm
Counseling a Director in Public and Private Companies: The Challenges of Fiduciary Duties and Practical Compliance in the New Environment of Shareholder Demands and Concerns
Presented by Cathy S. Krendl, Esq., and Annita M. Menogan, Esq.
3:05 – 3:55 pm
Drafting and Negotiation Skills I: Working with Forms and Developing Good Forms
Presented by Adam M. Cohen, Esq., and Eric J. Zinn, Esq.
3:55 – 4:10 pm
Break (15 minutes)
4:10 – 5:00 pm
Entity Selection I – Taxation and Other Considerations
Presented by Theodore Z. Gelt, Esq.
5:00 – 6:30 pm
Reception
Friday, September 19, 2008
7:30 am
Registration Open
7:30 – 8:30 am
Continental Breakfast
8:30 – 9:20 am
Entity Selection II – Formation and Planning
Presented by Robert R. Keatinge, Esq., and Professor Ann E. Conaway
9:25 – 10:15 am
What Business Lawyers Do that Litigators Love – Contracting, Drafting and Other Issues
Presented by Peter G. Koclanes, Esq.
10:15 – 10:25 am
Break (10 minutes)
10:25 – 11:15 am
Strategic Alliances and Joint Ventures
Presented by Hendrik F. Jordaan, Esq.
11:20 – 12:10 pm
Business Case Law Update: Delaware and Colorado
Presented by Professor Ann E. Conaway and Professor Mark J. Loewenstein
12:10 - 1:30 pm (Luncheon Presentation: 12:30 - 1:15 pm )
Lunch
Luncheon Presentation: A Run Up to the 2008 General Election - Challenges to the American Political System
Presented by the Honorable Mike Coffman, Colorado Secretary of State
A buffet-style lunch will be served at the resort for your convenience and enjoyment.
1:30 – 2:20 pm
Breakout Sessions Begin
*Please Choose Session A or B on your registration form or online*
*Breakout Session A*
Mergers and Acquisitions: Material Adverse Effect Clauses
Presented by Professor Andrew A. Schwartz
*Breakout Session B*
Credit Crunch and Insolvency Issues
Presented by Donald D. Allen, Esq., and Jeffrey S. Brinen, Esq.
2:25 - 3:15 pm
Breakout Sessions Resume
*Please Choose Session C or D on your registration form or online*
*Breakout Session C* (1 Ethics Credit)
Drafting and Negotiation Skills II: The Lawyer's Role Including Ethical and Professional Responsibility Concerns
Presented by Allen Sparkman, Esq.
*Breakout Session D*
The Raising of Capital: How it is Done by Natural Resources Companies on Domestic and Foreign Securities Exchanges
Presented by Katie R. Oakley, Esq.
3:15 – 3:25 pm
Refreshment Break
3:25 – 4:15 pm
Breakout Sessions Resume
*Please Choose Session E or F on your registration form or online*
*Breakout Session E*
Drafting and Negotiation Skills III: LLC Operating Agreements
Presented by J. William (Bill) Callison, Esq.
3:25 – 4:15 pm
*Breakout Session F* (1 Ethics Credit)
Recent Developments in Legal Ethics for In-House Counsel
Presented by John M. (Jack) Tanner, Esq.
4:20 – 5:10 pm
Breakout Sessions Resume
*Please Choose Session G or H on your registration form or online*
*Breakout Session G*
Mergers and Acquisitions: Trends Involving Privately Held Companies – The Deal Points Study
Presented by Fern O'Brien, Esq.
*Breakout Session H*
Legal Opinions
Presented by Herrick K. Lidstone, Jr., Esq.
5:10 - 6:30 pm
Reception
Saturday, September 20, 2008
7:30 am
Registration Open
7:30 – 8:30 am
Continental Breakfast
8:30 – 9:00 am
Secretary of State Update, Including Changes to the Beneficial Ownership Rules (Patriot Act)
Presented by Keith A. Whitelaw, III, Esq., and Sarah Steinbeck, Esq.
9:05 – 10:25 am
Attorney-Client Privilege Issues – New Ethical Problems (1.6 Ethics)
Presented by Susan Bernhardt, Esq., and Nancy L. Cohen, Esq.
10:25 – 10:40 am
Break
10:40 – 12:05 pm
Fundamentals of Securities Regulation for the Business Lawyer
Topics Include:
*Reg “D”
*Rule 144
*Proposed Changes to Reg “D” and Rule 144
*Rule 701 and Equity Incentive Plans
*Basic Securities Compliance
Presented by Herrick K. Lidstone, Jr., Esq., Scott A. Berdan, Esq., and Jeffrey A. Sherman, Esq.
12:05 pm
Adjourn
Faculty
The Honorable Myron T. Steele, Chief Justice
Delaware Supreme Court
Wilmington, DE
The Honorable Mike Coffman, Secretary of State
State of Colorado
Denver, CO
Donald D. Allen, Esq.
Block Markus & Williams, LLC
Denver, CO
Scott A. Berdan, Esq.
Holland & Hart, LLP
Boulder, CO
Susan Bernhardt, Esq.
Netzorg McKeever Koclanes & Bernhardt, LLC
Denver, CO
Jeffrey S. Brinen, Esq.
Kutner Miller Brinen, PC
Denver, CO
J. William (Bill) Callison, Esq.
Faegre & Benson, LLP
Denver, CO
Adam M. Cohen, Esq.
Holland & Hart, LLP
Denver, CO
Nancy L. Cohen, Esq.
Deputy Regulation Counsel
Colorado Supreme Court
Denver, CO
Ann E. Conaway, Professor of Law
Widener University School of Law
Wilmington, DE
Theodore Z. Gelt, Esq.
Gelt & Grassgreen, PC
Denver, CO
Hendrik F. Jordaan, Esq.
Holme Roberts & Owen, LLP
Denver, CO
Robert R. Keatinge, Esq.
Holland & Hart, LLP
Denver, CO
Suffolk University School of Law
Boston, MA
Peter G. Koclanes, Esq.
Netzorg McKeever Koclanes & Bernhardt, LLC
Denver, CO
Cathy S. Krendl, Esq.
Krendl Krendl Sachnoff & Way, PC
Denver, CO
Herrick K. Lidstone, Jr., Esq.
Burns Figa & Will, PC
Greenwood Village, CO
Mark J. Loewenstein, Professor of Law
University of Colorado Law School
Boulder, CO
Annita M. Menogan, Esq.
Chief Legal Officer
Red Robin Gourmet Burgers, Inc.
Greenwood Village, CO
Katie R. Oakley, Esq.
Davis Graham & Stubbs, LLP
Denver, CO
Fern O'Brien, Esq.
O'Brien & Zender, PC
Boulder, CO
Professor Andrew A. Schwartz
University of Colorado Law School
Boulder, CO
Jeffrey A. Sherman, Esq.
Faegre & Benson, LLP
Denver, CO
Allen Sparkman, Esq.
Sparkman Shaffer Perlick, LLP
Boulder⁄Denver, CO
Sarah Steinbeck, Esq.
Senior Legislative and Legal Analyst
Business Division
Colorado Department of State
Denver, CO
John M. (Jack) Tanner, Esq.
Fairfield & Woods, PC
Denver, CO
Keith A. Whitelaw, III, Esq.
Director, Business Division
Colorado Department of State
Denver, CO
Eric J. Zinn, Esq.
Brownstein Hyatt Farber Schreck, PC
Denver, CO
Planning Committee
Carolyn J. Hariton, Esq.
Law Offices of Carolyn J. Hariton
Centennial, CO
Deanna L. Westfall, Esq.
Law Offices of Deanna L. Westfall
Denver, CO
BUSINESS LAW INSTITUTE HEADQUARTERS:
Vail Cascade Resort & Spa
1300 Westhaven Drive
Vail, Colorado 81657
Join your colleagues for a weekend of networking and learning at one of Colorado's premier resorts, the Vail Cascade Resort & Spa. Vail offers hiking, biking, golf, tennis, gondola rides, fishing, horseback riding, kayaking, and much, much more! Enjoy an outdoor symphony, shop the world-class boutiques, tour the art galleries, dine at the finest restaurants or relax at Aria Spa & Club. The Vail Cascade Resort and Spa has something for everyone.
For more information about the resort's amenities and activities, please visit their website at http:⁄⁄www.vailcascade.com⁄
Registration Fees
| $459.00 | |
| CBA | $429.00 |
| CORP | $409.00 |
- General Credits: 21.00
- Ethics Credits: 3.60
- EDI Credits:
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