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Corporate Practice: BasicsPlus!®

  • Training

  • Massachusetts Continuing Legal Education, Inc. (MCLE)
  • ID: 5944978
The host is pleased to offer this program to an in-person audience in the Boston conference center in addition to the live and recorded webcasts. Masks are encouraged.

Choice of Entity

Discussion of the basic forms in which businesses are organized and the factors that should be taken into account in choosing the appropriate form of organization for a particular business, including tax treatment

Private Equity and Venture Capital Financing

Analysis of basic legal and strategic issues in connection with venture capital financing and similar private placements, including federal and state securities law

Credit Facilities and Loan Documentation

Introduction to various forms of credit facilities and basics of loan documentation, with a focus on defined terms, covenants, representations, warranties, and events of default

Overview of Registration and Reporting Requirements of the Federal Securities Laws

Explanation of the role of the junior securities lawyer in public company financing and reporting, including using the SEC's integrated disclosure system for registration, periodic reporting, and proxy statements, and practical applications of Rule 144 and Section 16

Mergers and Acquisitions

Discussion of basic considerations in structuring an acquisition; When and why to use a letter of intent; Conducting acquisition due diligence; Overview of an acquisition agreement, including representations, warranties, covenants, conditions, and indemnification provisions

Understanding Capital Structures

Analysis of the basic types of debt and equity securities issued by a corporation and the substantive attributes of each type of security, ways to vary those attributes, and capital structures of certain transactions

Course Content

Day 1 - Monday, October 24, 2022

9:30 am - 11:30 am
Choice of Entity
Nicholas V. Romanos, Esq.,
Foley Hoag LLP, Boston
Daniela Spanos, Esq.,
Choate Hall & Stewart LLP, Boston

11:30 am - 11:40 am
Break

11:40 am - 12:40 pm
Private Equity & Venture Capital Financing
Kristin A. Gerber, Esq.,
Goodwin Procter LLP, Boston
Kimberly Larie, Esq.,
Goodwin Procter LLP, Boston

12:40 pm - 1:25 pm
Lunch (on your own)

2:25 pm - 2:30 pm
Break

2:30 pm - 4:30 pm
Credit Facilities & Loan Documentation
Essence R. McGill Arzu, Esq.,
The Arzu Law Group LLC, Somerville
Milap Patel, Esq.,
Ropes & Gray LLP, Boston
Day 2 - Tuesday, October 25, 2022

9:30 am - 11:25 am
Overview of Registration & Reporting Requirements of the Federal Securities Laws
Megan Foscaldi, Esq.,
Locke Lord LLP, Boston

11:25 am - 11:35 am
Break

11:35 am - 12:35 pm
Mergers & Acquisitions
Alexander H. Pyle, Esq.,
Sheehan Phinney Bass & Green PA, Boston
Sean M. Small, Esq.,
Choate Hall & Stewart LLP, Boston

12:35 pm - 1:05 pm
Lunch (on your own)

2:00 pm - 2:05 pm
Break

2:05 pm - 4:00 pm
Understanding Capital Structures
Peter M. Rosenblum, Esq.,
Foley Hoag LLP, Boston

4:00 pm - 4:30 pm
Ethical Issues in Corporate Practice
Joseph S. Berman, Esq.,
Office of the General Counsel, Massachusetts Board of Bar Overseers, Boston

Please Note
This webcast is delivered completely online, underscoring their convenience and appeal.
There are no published print materials. All written materials are available electronically only.
They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.

Speakers

Chair
Peter M. Rosenblum, Esq.,
Foley Hoag LLP, Boston

Faculty
Essence R. McGill Arzu, Esq.,
The Arzu Law Group LLC, Somerville
Joseph S. Berman, Esq.,
Office of the General Counsel, Massachusetts Board of Bar Overseers, Boston
Megan Foscaldi, Esq.,
Locke Lord LLP, Boston
Kristin A. Gerber, Esq.,
Goodwin Procter LLP, Boston
Kimberly Larie, Esq.,
Goodwin Procter LLP, Boston
Milap Patel, Esq.,
Ropes & Gray LLP, Boston
Alexander H. Pyle, Esq.,
Sheehan Phinney Bass & Green PA, Boston
Nicholas V. Romanos, Esq.,
Foley Hoag LLP, Boston
Sean M. Small, Esq.,
Choate Hall & Stewart LLP, Boston
Daniela Spanos, Esq.,
Choate Hall & Stewart LLP, Boston