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
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, 20229:30 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
ChairPeter 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