DOWNLOADABLE
Course Materials
TexasBar
CLE.com
800.204.2222 x1574
Education by the Bar,
for the Bar
Essentials of
Business Law
Critical Skills for the Transactional Practice
MCLE CREDIT
12.25 Hours (2.5 Ethics)
LIVE
HOUSTON •
March 3-4, 2016
•
Hilton Houston Westchase
VIDEO
DALLAS
•
April 14-15, 2016
•
Cityplace Events
MCLE CREDIT
Thursday
6.25 hours including .5 hour ethics
7:30 RegistrationCoffee & Pastries Provided
8:50 Welcoming Remarks and Discussion of Areas of Critical Skills
Course Director
Shanna Leigh Nugent, Addison Law Offices of Shanna Nugent
9:00 Risk Management: Who’s Your Client? .5 hr ethics
Claude E. Ducloux, Austin Hill Ducloux Carnes & de la Garza 9:30 Counseling: Driving a Client to Clarity
.5 hr
• What do you want to accomplish? • Monetizing
Wayne M. Whitaker, Fort Worth Whitaker Chalk Swindle & Schwartz 10:00 Break
10:15 Architecting/Structuring:
Tax Considerations 1011 hr Christopher Cunningham, Dallas Christopher Alan Cunningham PLLC 11:15 Architecting/Structuring: Key Issues in
Formation - Securities Issues .5 hr Carol Bavousett Mattick, San Antonio Attorney & Counselor at Law 11:45 Break - Lunch Provided
12:00 Luncheon Presentation - Drafting: Drafting to Avoid Ambiguous Language .5 hr
Chad Baruch, Dallas Johnston Tobey Baruch
12:30 Break
12:45 Architecting/Structuring: Structuring of a Loan .5 hr
Emeline Yang, Dallas Winstead
1:15 Risk Management: Pitfalls in
Perfection of a Security Interest .75 hr J. Merritt Crosby, Dallas
Kilmer Crosby & Walker 2:00 Break
2:15 Counseling: Tough Discussions for a Family Owned Business.75 hr Michael V. Bourland, Fort Worth Bourland Wall & Wenzel Heather L. King, Southlake KoonsFuller
3:00 Risk Management: Overview of Insurance Coverage Considerations .5 hr
• Insurance 101
• Rep and warranty insurance Micah Skidmore, Dallas Haynes and Boone
3:30 Risk Management: Fundamentals of Wage and Hour Law .75 hr Isabel Crosby, Dallas
Andrews Kurth 4:15 Adjourn
TexasBar
CLE presents the
7
th
Annual Course
Essentials of
Business Law
Critical Skills for the Transactional Practice
LIVE
Houston
March 3-4, 2016
Hilton Houston Westchase
Register by February 18, 2016
and
save $50!
Business Law Section
members can
save up to $75!
VIDEO
Dallas
April 14-15, 2016
Cityplace Events
Register by March 31, 2016
and
save $50!
Business Law Section
members can
save up to $75!
#TBCLE
12.25 HOURS (2.5 ETHICS)
MCLE COURSE NO: 901328401
Applies to the Texas Bar College and to the Texas Board of Legal Specialization in Civil Appellate, Civil Trial Law, and Labor and Employment Law.
Purpose
&
Scope
This course was designed to give the busy lawyer a broad and practical introduction to key elements of business law. Learn the essentials of negotiation, risk management, drafting, counseling your client, and architecting/structuring a deal. Our top-notch faculty will provide you with critical skills and up-to-date law that you can take back to your office and use immediately.
MarkYour
Calendar
Friday
6 hours including 2 hours ethics
8:00 Coffee & Pastries Provided8:30 Counseling: When Do You Need to Fire a Client? .5 hr ethics
• Fraud
• Aiding and abetting J.R. Morgan, Austin J.R. Morgan LLP
9:00 Drafting: General Contract Provisions .5 hr
• Indemnity
• Choice of law provisions • Dispute resolution • Insurance options Aaron A. Scow, Dallas Baker McKenzie, LLP
9:30 Drafting: What the Litigator Wishes the Corporate Transactional Lawyers Knew About Dispute Resolution .5 hr ethics • Pre-formation documentation (subscription, disclosure) • Arbitration • Pre-dispute clause • Limitation of liability
Jeffrey Michael Goldfarb, Dallas Goldfarb PLLC
10:00 Break
10:15 Drafting: Governing Documents .75 hr
• LLC documents • Formation issues • Operating issues • Exit plans
Elizabeth S. Miller, Waco Professor of Law
Baylor University School of Law Frank Z. Ruttenberg, San Antonio Haynes and Boone LLP
11:00Drafting: 7 Deadly Sins of Boilerplate - How Cut and Paste Will Get You Sued .75 hr
D. Hull Youngblood, Jr., San Antonio Ford Murray
11:45 Break - Lunch Provided
12:00 Luncheon Presentation: What’s Your Policy? Managing Risk with IP Indemnities .5 hr
Austin Champion, Dallas Griffith Bates Champion & Harper 12:30 Break
12:45Risk Management: Data Encryption, Security, and Privacy1011 hr ethics Ronald L. Chichester, Tomball
Ronald Chichester, PC
1:45 Negotiation: Considerations for Negotiations with a Mock Negotiation1.5 hrs
• Planning • Prepping
• Scope of authority in settlement • Game plan - strategic priorities • Communication skills – (when to
stop talking, active listening & gender consideration)
E. Steve Bolden, II, Dallas Mahomes Bolden Christina Marshall, Dallas Chalak Mitra Group
Shanna Leigh Nugent, Addison Law Offices of Shanna Nugent 3:15 Adjourn
Intellectual Property Law
LIVE
San Antonio
February 18-19, 2016
34th Annual Texas Forum: Towards
a More Perfect Union - Attorney
Paralegal Team
LIVE
Austin
March 30, 2016
Advanced Evidence & Discovery
LIVE
Dallas
April 7-8, 2016
LIVE
San Antonio
May 19-20, 2016
Choice and Acquisition of Entity
LIVE
San Antonio
May 20, 2016
fyi
Ways to Save on This Course!
Course Director
Shanna Leigh Nugent ... Addison
Planning Committee
E. Steve Bolden ...Dallas Ronald L. Chichester ...Tomball J. Merritt Crosby ...Dallas Christopher Cunningham ...Dallas Jeffrey M. Goldfarb ...Dallas Scott Leslie Harper ...Dallas Christina Marshall ...Dallas Carol Bavousett Mattick ...San Antonio Elizabeth S. Miller ... Waco J.R. Morgan ...Austin Frank Z. Ruttenberg ...San Antonio Aaron A. Scow ...Dallas Rebecca Vela ...Edinburg Emeline Yang ...Dallas
TexasBarCLE Planning Team
Hedy Bower ... Director of Program Planning Mary McDonald ...Sr. Program Coordinator Deserea Serna...Written Materials Coordinator Mary A. Galarza...Meeting Planner
Business Law Section of the State Bar of Texas
John F. Podvin ...Chair Irene Kosturakis ... Chair-Elect Shanna Nugent ... Vice Chair Lindsey Hughes... Secretary/Treasurer Ronald L. Chichester ... Immediate Past Chair
State Bar of Texas
Allan K. DuBois ...President David E. Chamberlain ... Chair of the Board Frank Stevenson ... President-Elect Trey Apffel ... Immediate Past President C. Barrett Thomas ...TYLA President Mark D. White ...Chair, CLE Committee Susan Nelson. ...Chair, Board PDP Committee Michelle E. Hunter ...Executive Director
Reserve Your Hotel Room Early
Hotel rooms have been blocked at space rates on a space available basis. Inform the hotel at the time of your reservation that you will be attending this State Bar of Texas course.
LIVE
Houston
Hilton Houston Westchase
9999 Westheimer Road Houston, TX 77042 713-974-1000 $159 single/double
Hotel Deadline: February 10, 2016
The reserved block of rooms may fill up before the deadline. Act now!
VIDEO
Dallas
Cityplace Events
2711 North Haskell Dallas, TX 75204 214-515-5100
No hotels rooms have been blocked for this course.
May We Suggest:
Warwick Melrose3015 Oak Lawn Ave. Dallas, TX 75219 214-521-5151
Meet the “Register By” Deadline and Save $50
because early registrations help us ensure that sufficient course books, seating, and refreshments are available. Course materials and seating will be reserved for preregistrants until the start of the first topic.
Business Law Section Members Can Save $75
by registering by the “Register by” date (thereafter, save $25). Not a member? To join, e-mail sections@texasbar.com or phone
800-204-2222, x1425. Please do not send Section membership payment with your registration fee.
Earn Discounts by Registering Five or More
from your firm or agency. Contact Firm & Group Sales Manager Laura Angle at 512-263-2802 or laura.angle@texasbar.com.
HALF OFF for Attorneys Licensed 5 Years or Less!
You read that right! See the registration form.
Need Financial Assistance to Attend?
TexasBarCLE offers scholarships for live courses, video replays, online classes, and webcasts. To apply or learn more, call 800-204-2222, x1574, Mon-Fri 8am-5pm CT. Please apply at least two weeks prior to any live/video replay course or at least one week prior to any webcast or online class.
Active State, County, and Texas-Area Federal Judges, Administrative Law Judges, Hearing Examiners, and Judge’s Staff Attorneys May Attend for Free, Provided:
(1) the course directly relates to the judge’s tribunal’s jurisdiction, (2) the judge is a full-time judge or retired under a judicial retirement system and
(3) space is available for all paying registrants. This privilege does not extend to prosecutors, receivers, trustees, other court staff, or persons serving part-time in a judicial capacity. Actual attendance is required to receive course materials.
Parking Information
is subject to change without notice and is not a guarantee of available space. HOUSTON: Self-parking is complimentary in the hotel’s open air lot.
DALLAS: Self-parking at the Cityplace Events is complimentary with staff validation.
If You Need Special Accommodations to Attend,
please contact us as soon as possible at 800-204-2222, x1748. For the Cityplace Events in Dallas, please call us in advance of your arrival so that assisted parking can be arranged for drivers of handicap-designated vehicles.
Registered But Can’t Attend? Still Earn MCLE Credit
and receive course materials by (1) calling 800-204-2222, x1574 to transfer your registration to a later presentation or (2) taking the course online later, in which case you’ll automatically be sent the course materials. If you wish a refund instead, mail or fax (512-427-4443) your request so that we receive it at least one business day before the program.
FREE TO OUR REGISTRANTS! Online Videos and MP3s of the Topics
will be available to registrants 6-8 weeks after the course. Provide your e-mail address when preregistering to be notified when and how these benefits may be accessed. (Note: Presentation lengths may vary from that which was advertised.) There’s no extra charge; as a registrant, you’re already entitled!
Interested in Sponsoring or Exhibiting at This Course or Others?
Contact Julie Marshall at 512-427-1797 or julie.marshall@texasbar.com.
Policy of Impartiality
The State Bar of Texas does not endorse political candidates. When a candidate for public office is included in promotion for or participates in a TexasBarCLE event, the State Bar is not taking a position for or against anyone’s candidacy.
5
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Essentials of Business Law Course
8355
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4
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†Plus 8.25% sales tax on total course book sales only. Please include sales tax or attach an exemption certificate. Book orders are shipped separately 4-6 weeks after the live program. A bill will be sent unless a credit card charge is authorized on this form. For information on audio CDs of course topics, contact our DVD CLE service at 800-204-2222, x1575. MP3 files of topics will be downloadable from TexasBarCLE.com 6-8 weeks after the course.
QUESTIONS?
800-204-2222, x1574 • 512-427-1574
My total is $_____________. I am paying by:
q Check (enclosed) payable to the State Bar of Texas for $__________
q Visa q MasterCard q AMEX q Discover
PLEASE PRINT LEGIBLY Account No. _____________________________ Exp. Date _______ Name on card (Please print) ________________________________________________________ Signature _______________________________________________________________________ State Bar Membership No. ___ ___ ___ ___ ___ ___ ___ ___
Registrant Name _________________________________________________________________ Firm Name/Court ________________________________________________________________ Address for Bar-Related Mail _______________________________________________________ City/State ____________________________________ Zip _______________________________ Phone ( ) ___________________________ Fax ( ) _____________________________ E-Mail (required for registrant’s PDF download option): _________________________________
A confirmation of your registration will be sent to the e-mail address you provide.
Lawyers licensed 5 years or less take HALF OFF this course!
Houston LIVE, March 3-4, 2016
q Regular Registrant. . . .$545 Take $50 OFF:Register by February 18, 2016
q Licensed 5 years or less, HALF OFF . . . . .$272.50* Dallas VIDEO April 14-15, 2016
q Regular Registrant. . . .$445 Take $50 OFF:Register by March 31, 2016
q Licensed 5 years or less, HALF OFF . . . . .$222.50* I may attend complimentary because I am a (see p. 4):
q Qualifying judge q Judge’s staff attorney *No discounts in section 3 may be taken. Your registration includes:
• Coffee & pastries provided each morning
• Lunch included on both days
• Course materials available for download in advance
• Complimentary internet access
• Complimentary parking
I want my course materials format to be:
q Hard copy book as well as a PDF download of same (both formats included in registration fee)
q PDF download ONLY so I’ll take $25 OFF
I can’t attend. Just send course materials. FREE Shipping & Handling
q Course hard copy book $155 (plus tax; see footnote†)
To order a discounted PDF download of course materials (available 4-6 weeks after the course), search Publications at TexasBarCLE.com. I’m entitled to 1 or 2 discounts on the course
:
q $50 OFF because I’m registering by the “Register by” date at the left. (If by mail, date of postmark will be determinative.)
$25 OFF because (choose 1 box only) I’m a member of the
q Business Law Section
q Texas Bar College q Paralegal Division
Online
TexasBarCLE.com
credit card only
Phone
8
00-204-2222, x1574 during business hourscredit card only
Fax
512-427-4443
credit card only
State Bar of Texas LB# 972298 P.O. Box 972298 Dallas, TX 75397-2298
check or credit card
Registering
five or more?
E-mail Laura Angle at laura.angle@texasbar.com for group discount information.
One of the largest State Bar sections, the Business
Law Section attracts over 4,000 members from
amongst solo practitioners, all sizes of firms, and
corporate legal departments.
Join
To join, visit
www.texasbusinesslaw.org
Get involved!
Members receive a quarterly
newsletter and emails on hot
topics for business lawyers, as well
as a subscription to the Texas Journal
of Business Law, published in electronic
format by the Section in conjunction with
the South Texas College of Law to track current
developments in commercial law in Texas.
The Section is also active in projects to monitor or develop
changes in laws affecting business organizations and
non-profits, including the Business Organizations Code, the Uniform
Commercial Code, and state securities laws.
The Section’s website features links, form documents, and other
members-only benefits. Finally, the Section cosponsors business law-related CLE
programs, offering its members free or discounted registration.
Attorneys in their first two years of licensure and law students enjoy free membership. Members
receive the Texas Journal of Business Law.
Essentials of Business Law
Critical Skills for the Transactional Practice
LIVE HOUSTON March 3-4, 2016 VIDEO DALLAS April 14-15, 2016
7
thAnnual Course
State Bar of Texas P.O. Box 12487 Austin, TX 78711-2487
NON PROFIT ORG U.S. POSTAGE
PAID
PERMIT NO. 1804 AUSTIN, TEXAS