2024 Business Law Institute Out of Stock
Co-Sponsored by the Business and Taxation Law Sections of the Colorado Bar Association
This program will take place at the CBA-CLE Classroom located at 1290 Broadway, Suite 1700 Denver, CO 80203.
Business attorneys are set apart from other attorneys by the breadth of their practices. The businesses you represent are depending on you to understand a myriad of issues that impact their bottom line, whether it be corporate formation and governance, intellectual property protection, antitrust regulations, securities regulations, general litigation, or employment law. At the Business Law Institute, we will prepare you for the unique challenge of business practice by providing expert instruction on a broad spectrum of the hottest legal issues being faced by businesses today. You will also enjoy Professor Richard Wobbekind’s annual look into Colorado’s economy, have opportunities to network with other attorneys, and recognize a Colorado business law legend at our Thursday reception in honor of this year’s Cathy Stricklin Krendl Lifetime Achievement Award recipient. Register now for this important and impactful two-day event.
CBA-CLE will email webinar access information 24-48 hours before the program.
Home studies will be available 2-3 weeks following the live program.
CBA-CLE is committed to providing access, equal opportunity, and reasonable accommodation in its services, programs, and employment. To request an accommodation please contact [email protected] at least 14 business days in advance.
The program is accredited in Colorado. CBA-CLE staff can provide a Uniform Certificate of Attendance, and it is the attendee's responsibility to complete the accreditation outside of Colorado.
Thank you to our 2024 Sponsor!
JAMS
Thank you to our 2024 Sponsor!
JAMS
Thursday, September 5, 2024
8:30 – 9:00 am
Registration & Coffee
9:00 – 9:05 am
Opening Remarks
Extended by Ben Skeen, Esq., Program Attorney, CBA-CLE, and Wil Wenzel, Esq., Chair, Colorado Bar Association Business Law Section
9:05 – 9:55 am
Essential Updates for the Business Lawyer
- Case Law Update – Presented by Trevor Crow, Esq., Doida Crow Legal LLC
- Colorado Secretary of State Update – Presented by Carla Hoke, Esq., Legal Analyst, Business and Licensing Division, Colorado Secretary of State Office
9:55 – 10:45 am
Internal Investigations: Practical, Legal, and Ethical Considerations for Business Lawyers
Good corporate governance requires attention to potential wrongdoing within a company. In house and outside corporate counsel have certain reporting obligations, and they typically play a significant role in helping the company decide whether and how to investigate potential wrongdoing and navigate the fallout from the investigation. Planning is the first step of a well-executed investigation. This presentation will provide a roadmap of critical issues for corporate counsel to consider in planning an investigation, including selection of the oversight body and investigative team, scoping and budgeting, insurance and advancement of expenses, factual investigation, protecting privilege, communicating with auditors, and recording the process and conclusions of the investigation. We will focus in more detail on those areas that pose ethical concerns.
Presented by Coates Lear, Esq., and Andrew Shoemaker, Esq., Shoemaker Ghiselli + Schwartz LLC
Submitted for 0.5 Ethics Credits
10:45 – 11:00 am
Morning Break
11:00 – 11:50 am
Business Valuations
Get a general overview of what business valuations are, what Certified Valuation Analysts (CVAs) / Chartered Business Valuators (CBVs) do, and why they are beneficial to attorneys. Business valuation assessments may be used for circumstances that include buy/sell agreements, determination of damages in third-party liability matters, dissenting shareholder actions, divorce settlements, estate and succession/exit planning, Initial Public Offerings, partner disputes and public domain matters.
Presented by Conrad Biegel, CPA, CVA, MSA and Alison Wise, CPA, CFE, MDD Forensic Accountants
11:50 am – 1:00 pm
Lunch on your Own
1:00 – 1:50 pm
Trends in Down Rounds
As the economic climate continues to fluctuate, companies are increasingly turning to down rounds and other creative financing solutions to raise capital. This CLE program will provide attorneys with the latest trends and guidance on advising clients through down rounds, recapitalizations, pay-to-play financing structures, pull-ups, and pull-through financings.
Presented by Sarah Boulden, Esq., Silicon Legal Strategy; Allie M. Clark, Esq., and Rose Standifer, Esq., Foley Hoag LLP
1:50 – 2:40 pm
Top Ten Tips Regarding the Risks and Rewards Associated with Using Generative AI
Presented by The Honorable Maria Berkenkotter, Colorado Supreme Court, and The Honorable Lino Lipinsky de Orlov, Colorado Court of Appeals
Submitted for 0.5 Ethics Credits
2:40 – 2:50 pm
Afternoon Break
2:50 – 3:10 pm
Presentation of the Cathy Stricklin Krendl Lifetime Achievement Award
3:10 – 4:10 pm
What Lies Ahead for the Colorado Economy That Will Impact You, and How to Advise Your Clients? A Discussion of Significant Changes Since the Last Institute, Projected Future Changes, and What Is Shaping Them
Presented by Dr. Richard L. Wobbekind, Associate Dean for Business and Government Relations and Senior Economist, and Faculty Director of the Business Research Division, Leeds School of Business, University of Colorado
4:10 pm – 5:30 pm
Adjourn to Reception in Honor of Krendl Lifetime Achievement Award Recipient
Friday, September 6, 2024
8:30 – 9:00 am
Registration & Coffee
9:00 – 9:05 am
Opening Remarks
Presented by Holly Shilliday, Esq., McCarthy & Holthus, LLP and Immediate Past Chair of the Business Section of the Colorado Bar Association
9:05 – 9:55 am
Lessons from the Litigators: If Only We Could Have Warned You…
Your business clients don’t want to end up in litigation, and you certainly hope that your advice and counsel keeps them out of the courtroom. But litigation still happens. Learn how to ensure that your business clients will be in the best position possible if they end up in litigation.
Speakers to be named;
Presented by Ross Pulkrabeck, Esq., Keating Wagner Polidori Free; Lucas “Luke” T. Ritchie, Esq., Wheeler Trigg O’Donnell LLP; and Angela M. Vichick, Esq., Lewis Roca
9:55 – 10:45 am
Employment Panel
Get up to date on the latest laws, rules, and trends in employment law, and how they impact your business clients of all sizes.
Presented by Kayla D. Dreyer, Esq., Brownstein Hyatt Farber Schreck, LLP, and Larry L. Lee, Esq., Jones & Keller, P.C.
10:45 – 11:00 am
Networking Break
11:00 – 11:50 am
Life Under the Corporate Transparency Act: Impressions After Implementation
After years of discussion, the reporting rules under the Corporate Transparency Act have been in effect for a few months. Business attorney Herrick Lidstone and corporate specialist Kelly Manchester will present on trends in the early stages of reporting, lessons learned, and tips for those filing reports in the near future.
Presented by Herrick K Lidstone, Jr., Esq., Burns Figa & Will, and Kelly Manchester, Corp1
11:50 am – 12:00 pm
Pick up box lunches
12:00 – 12:50 pm
Trends in Business Legislation
Learn about business bills that came out of the Colorado Legislature this year, and discuss why it has become harder to get the attention of legislators on necessary business legislation.
Presented by Representative Shannon K. Bird, Colorado House District 29; Senator Robert S. “Bob” Gardner and Andrew Toft, Esq., Hoffman Nies Dave & Meyer LLP; additional speakers to be named
12:50 – 1:10 pm
Networking Break
1:10 – 2:00 pm
Non-Compete Agreements
This panel will discuss recent Federal Trade Commission rules regarding non-compete agreements, how they compare to state rules, and how they might impact business clients.
Presented by Diane Hazel, Esq., Foley & Lardner, LLP; Kyle Johnson, Esq., Prosser, Clapper & Johnson, and Christopher H. Wood, Esq., Lewis Brisbois Bisgaard & Smith, LLP
2:00 – 2:50 pm
Advising Small Business on Intellectual Property Issues
The benefits of intellectual property registrations and portfolios are extensive. It is the attorney’s role to help the client work through essential questions for the client. These questions include subjects such as sources of value, future planning, timing, and budget, among others. Join us in discussing key conversations in assisting clients in their pursuit of intellectual property protection, covering patents, trademarks, and copyright.
Presented by Brian H. Hanning, Esq., Hanning Law Limited, and Christopher Stanton, Esq., Method IP
2:50 – 3:00 pm
Final Remarks and Adjournment
- Standard Price $779.00 USD
- Member Price $584.00 USD
- General Credits 12.00
- Ethics Credits 1.00
Thursday, September 5, 2024
8:30 – 9:00 am
Registration & Coffee
9:00 – 9:05 am
Opening Remarks
Extended by Ben Skeen, Esq., Program Attorney, CBA-CLE, and Wil Wenzel, Esq., Chair, Colorado Bar Association Business Law Section
9:05 – 9:55 am
Essential Updates for the Business Lawyer
- Case Law Update – Presented by Trevor Crow, Esq., Doida Crow Legal LLC
- Colorado Secretary of State Update – Presented by Carla Hoke, Esq., Legal Analyst, Business and Licensing Division, Colorado Secretary of State Office
9:55 – 10:45 am
Internal Investigations: Practical, Legal, and Ethical Considerations for Business Lawyers
Good corporate governance requires attention to potential wrongdoing within a company. In house and outside corporate counsel have certain reporting obligations, and they typically play a significant role in helping the company decide whether and how to investigate potential wrongdoing and navigate the fallout from the investigation. Planning is the first step of a well-executed investigation. This presentation will provide a roadmap of critical issues for corporate counsel to consider in planning an investigation, including selection of the oversight body and investigative team, scoping and budgeting, insurance and advancement of expenses, factual investigation, protecting privilege, communicating with auditors, and recording the process and conclusions of the investigation. We will focus in more detail on those areas that pose ethical concerns.
Presented by Coates Lear, Esq., and Andrew Shoemaker, Esq., Shoemaker Ghiselli + Schwartz LLC
Submitted for 0.5 Ethics Credits
10:45 – 11:00 am
Morning Break
11:00 – 11:50 am
Business Valuations
Get a general overview of what business valuations are, what Certified Valuation Analysts (CVAs) / Chartered Business Valuators (CBVs) do, and why they are beneficial to attorneys. Business valuation assessments may be used for circumstances that include buy/sell agreements, determination of damages in third-party liability matters, dissenting shareholder actions, divorce settlements, estate and succession/exit planning, Initial Public Offerings, partner disputes and public domain matters.
Presented by Conrad Biegel, CPA, CVA, MSA and Alison Wise, CPA, CFE, MDD Forensic Accountants
11:50 am – 1:00 pm
Lunch on your Own
1:00 – 1:50 pm
Trends in Down Rounds
As the economic climate continues to fluctuate, companies are increasingly turning to down rounds and other creative financing solutions to raise capital. This CLE program will provide attorneys with the latest trends and guidance on advising clients through down rounds, recapitalizations, pay-to-play financing structures, pull-ups, and pull-through financings.
Presented by Sarah Boulden, Esq., Silicon Legal Strategy; Allie M. Clark, Esq., and Rose Standifer, Esq., Foley Hoag LLP
1:50 – 2:40 pm
Top Ten Tips Regarding the Risks and Rewards Associated with Using Generative AI
Presented by The Honorable Maria Berkenkotter, Colorado Supreme Court, and The Honorable Lino Lipinsky de Orlov, Colorado Court of Appeals
Submitted for 0.5 Ethics Credits
2:40 – 2:50 pm
Afternoon Break
2:50 – 3:10 pm
Presentation of the Cathy Stricklin Krendl Lifetime Achievement Award
3:10 – 4:10 pm
What Lies Ahead for the Colorado Economy That Will Impact You, and How to Advise Your Clients? A Discussion of Significant Changes Since the Last Institute, Projected Future Changes, and What Is Shaping Them
Presented by Dr. Richard L. Wobbekind, Associate Dean for Business and Government Relations and Senior Economist, and Faculty Director of the Business Research Division, Leeds School of Business, University of Colorado
4:10 pm – 5:30 pm
Adjourn to Reception in Honor of Krendl Lifetime Achievement Award Recipient
Friday, September 6, 2024
8:30 – 9:00 am
Registration & Coffee
9:00 – 9:05 am
Opening Remarks
Presented by Holly Shilliday, Esq., McCarthy & Holthus, LLP and Immediate Past Chair of the Business Section of the Colorado Bar Association
9:05 – 9:55 am
Lessons from the Litigators: If Only We Could Have Warned You…
Your business clients don’t want to end up in litigation, and you certainly hope that your advice and counsel keeps them out of the courtroom. But litigation still happens. Learn how to ensure that your business clients will be in the best position possible if they end up in litigation.
Speakers to be named;
Presented by Ross Pulkrabeck, Esq., Keating Wagner Polidori Free; Lucas “Luke” T. Ritchie, Esq., Wheeler Trigg O’Donnell LLP; and Angela M. Vichick, Esq., Lewis Roca
9:55 – 10:45 am
Employment Panel
Get up to date on the latest laws, rules, and trends in employment law, and how they impact your business clients of all sizes.
Presented by Kayla D. Dreyer, Esq., Brownstein Hyatt Farber Schreck, LLP, and Larry L. Lee, Esq., Jones & Keller, P.C.
10:45 – 11:00 am
Networking Break
11:00 – 11:50 am
Life Under the Corporate Transparency Act: Impressions After Implementation
After years of discussion, the reporting rules under the Corporate Transparency Act have been in effect for a few months. Business attorney Herrick Lidstone and corporate specialist Kelly Manchester will present on trends in the early stages of reporting, lessons learned, and tips for those filing reports in the near future.
Presented by Herrick K Lidstone, Jr., Esq., Burns Figa & Will, and Kelly Manchester, Corp1
11:50 am – 12:00 pm
Pick up box lunches
12:00 – 12:50 pm
Trends in Business Legislation
Learn about business bills that came out of the Colorado Legislature this year, and discuss why it has become harder to get the attention of legislators on necessary business legislation.
Presented by Representative Shannon K. Bird, Colorado House District 29; Senator Robert S. “Bob” Gardner and Andrew Toft, Esq., Hoffman Nies Dave & Meyer LLP; additional speakers to be named
12:50 – 1:10 pm
Networking Break
1:10 – 2:00 pm
Non-Compete Agreements
This panel will discuss recent Federal Trade Commission rules regarding non-compete agreements, how they compare to state rules, and how they might impact business clients.
Presented by Diane Hazel, Esq., Foley & Lardner, LLP; Kyle Johnson, Esq., Prosser, Clapper & Johnson, and Christopher H. Wood, Esq., Lewis Brisbois Bisgaard & Smith, LLP
2:00 – 2:50 pm
Advising Small Business on Intellectual Property Issues
The benefits of intellectual property registrations and portfolios are extensive. It is the attorney’s role to help the client work through essential questions for the client. These questions include subjects such as sources of value, future planning, timing, and budget, among others. Join us in discussing key conversations in assisting clients in their pursuit of intellectual property protection, covering patents, trademarks, and copyright.
Presented by Brian H. Hanning, Esq., Hanning Law Limited, and Christopher Stanton, Esq., Method IP
2:50 – 3:00 pm
Final Remarks and Adjournment
Click to Add to Cart or Visit Fastcase
To access the PDF:
1. Log in to the CLE Dashboard.
2. Scroll down until you see DASHBOARD-AT-A-GLANCE.
3. Click on the BOOKS tab and find the title.
4. Click on the book icon labeled Download. The product will download as a zip file.
How to open the Zip file:
1. Save the downloaded .zip file to your hard drive
2. Right click on the file and select Extract All – this will open an extraction wizard.
3. Click Next and then select the location to extract the files to on your computer.
4. Click OK.
5. Click Next to begin the extraction process.
6. Click Finish when complete.
7. You will now have a folder on your hard drive containing a PDF version of your book and, if applicable, a folder with Word and PDF versions of the accompanying forms