Audio CD + Course Book

Drafting and Reviewing Business Contracts

Audio CD + Course Book

Copyright Date:

March, 2018

Product ID#:

78184CDRA

Audio + Course Book

Credit Information

Choose State:



Other

  • National Association of Legal Assistants, Inc. - 6.00
  • National Federation of Paralegal Associations, Inc.
From Event: Drafting and Reviewing Business Contracts, held March 2018.

Program Description

In this essential overview of business contract drafting and review, you'll move beyond dry legal theory and get real-world pointers on how representations and warranties, indemnification provisions, and other clauses actually work. You'll get the contract drafting and review skills you need to maximize protections and minimize liabilities. Don't overlook the foundational aspects of contracts you should be catching. Get this guide and obtain the skills you need to confidently draft and review business contracts. Order today!

Course Content

  1. Drafting Fundamentals: Essential Elements and Boilerplate Language
  2. Representations and Warranties: Real-World Pointers
  3. Indemnification Provisions 101: Putting Theory Into Practice
  4. Non-Competes and Restrictive Covenants: Expanding on Core Knowledge
  5. Drafting in Anticipation of Future Litigation: Controlling Law, Arbitration and More
  6. Contract Ethics

Continuing Education Credit

Continuing Legal Education

Credit Hrs State Credit Approval Expiration
CLE 6.00 KS * 03/25/2019
CLE 6.00 MO 03/26/2020

National Association of Legal Assistants, Inc. – NALA: 6.00 N - Credit Approval Expiration 03/26/2020 *

National Federation of Paralegal Associations, Inc. – NFPA


* denotes specialty credits

Agenda / Content Covered

  1. Drafting Fundamentals: Essential Elements and Boilerplate Language
    9:00 - 10:00, Shawn L. Stogsdill
    1. Types of Contracts and Requirements
    2. Boilerplate Provisions and Dangers
    3. Key Terms and Definitions
    4. Ensuring Essential Provisions Work Together
    5. Avoiding Ambiguity
    6. Current Legal Updates
    7. Example Checklists
  2. Representations and Warranties: Real-World Pointers
    10:15 - 11:15, James F. Freeman III
    1. Key Principals and Common Elements
    2. Essential Information to Disclose
    3. Maximizing Protections and Limiting Exposures
    4. Setting Conditions for Closing the Deal
    5. Setting Survival Periods: Length and Extent
    6. Prepping for Breaches of Representations and Warranties
  3. Indemnification Provisions 101: Putting Theory Into Practice
    11:15 - 12:15, Dave Berson
    1. Contractual Indemnity: How it Works
    2. Applicable Laws
    3. When to Use and Possible Alternatives
    4. Determining Scope and Risk Allocation
    5. Aligning with Limitation of Liability and Other Provisions
    6. Coordinating with Insurance Policies
  4. Non-Competes and Restrictive Covenants: Expanding on Core Knowledge
    1:15 - 2:15, Kristi C. Hartmann
    1. Legality and Use
    2. Determining Reasonableness and Enforceability
    3. Setting Duration, Definitions and Scope
    4. Ensuring Non-Competition and Non-Solicitation
    5. Protecting Trade Secrets
  5. Drafting in Anticipation of Future Litigation: Controlling Law, Arbitration and More
    2:15 - 3:15, Dave Berson
    1. How to Draft for Fact Finders
    2. Litigation Provisions vs. Arbitration Provisions
    3. Termination Provisions: Ensuring Clarity
    4. Determining Choice of Law, Proper Venue and Jurisdiction
    5. Future Bankruptcies: How to Prepare
    6. Provisions That May Outlive Contract Termination
  6. Contract Ethics
    3:30 - 4:30, James F. Freeman III
    1. Who is the Client?
    2. Unrepresented Parties
    3. Jurisdictional Issues
    4. Conflicts of Interest

DAVE BERSON is a partner at Berson Law Group LLP, located in Overland Park, Kansas. Mr. Berson has more than 27 years of experience in business law, securities law and banking law. He has extensive experience handling legal matters such as mergers and acquisitions, business contracts, employment agreements, and corporate governance. Mr. Berson is also highly experienced in financial institution regulatory issues. He is the coauthor of the book, The Dodd-Frank Wall Street Reform and Consumer Protection Act: From Legislation to Implementation to Litigation. Mr. Berson is admitted to practice in the states of Kansas and Missouri, and in the District of Columbia. He graduated with his B.A. degree from the University of Richmond and earned his J.D. degree from Columbia University.

JAMES F. FREEMAN III is an attorney with Swanson Midgley, LLC, where he practices in the areas of construction, land use, church, commercial litigation, business, contract, employment, probate litigation, appellate practice, transportation, and corporate law. He is admitted to practice in Kansas, Missouri, and before the U.S. Supreme Court, U.S. Court of Claims, U.S. Court of Appeals for the Eighth and Tenth Circuits, and the U.S. District Court for the Districts of Missouri and Kansas. Mr. Freeman is a member of the Kansas City Metropolitan, Kansas, and American bar associations, as well as The Missouri Bar. He earned his B.A. and J.D. degrees from the University of Missouri at Kansas City.

KRISTI C. HARTMANN is the owner of Hartmann Law Office, LLC. She is experienced in business entity formation, business owner and employment contracts, corporate governance, covenants not to compete, and business owner disputes. Ms. Hartmann maintains an active and varied business and real estate law and estate planning practice. She assists individuals and business owners in all aspects of estate planning and business succession planning. Ms. Hartmann's real estate practice involves sales, purchases, leasing, financing, landlord/tenant and real estate litigation strategy. She is an active member of the Association for Women Lawyers of Greater Kansas City, the Kansas City Metropolitan Bar Association (Solo/Small Firm, Probate and Estate Planning, and Membership Committee), the Women's Caucus of the Missouri Association of Trial Attorneys, the Wyandotte County Bar Association, and Central Exchange. Ms. Hartmann is the co-founder of Kansas City Networking Professionals, Inc. and volunteers for Kansas Legal Services and Legal Aid of Western Missouri's Volunteer Attorney Project. She has presented at educational seminars through The Missouri Bar, the Kansas National Education Association, and Kansas City For Sale By Owner. Ms. Hartmann also is an adjunct professor in paralegal studies. She earned her B.A. degree, with honors, from the University of Kansas and her J.D. degree from Washburn University School of Law. Ms. Hartmann is licensed in Kansas and Missouri.

SHAWN L. STOGSDILL is a partner with Van Osdol, PC, where he focuses on corporate work, taxation, succession planning and real estate. He advises business clients on general governance issues; formation and choice of entity selection; and represents them in acquisitions, sales and dissolutions. Mr. Stogsdill drafts contracts, leases, buy-sells, employment agreements and management agreements. In real estate matters, he negotiates and supervises real property transactions, along with drafting the necessary documents. Mr. Stogsdill is an adjunct professor of constitutional law at William Jewell College. He earned his B.A. degree from William Jewell College, attended both Cambridge and Oxford Universities, and earned his J.D. degree from the University of Kansas School of Law. Mr. Stogsdill followed this by earning his L.L.M. degree in taxation from the University of Missouri, Kansas City, School of Law. He is a member of both the Kansas Bar Association and The Missouri Bar.

Please refer to Continuing Education Credit FAQ for general information about seeking credit for your participation in one of our continuing education programs.

Additionally, our team of credit specialists are here to answer your specific credit-related questions weekdays 7am - 5pm Central:

Phone: 866-240-1890

Email: credit@nbi-sems.com

Accreditation Details:

Continuing Legal Education

KS CLE: 6.00 Credit Approval Exp
03/25/2019
Includes - Ethics: 1.00
Approved by the Kansas Continuing Legal Education Commission for 6.0 hours of prerecorded format continuing legal education credit, which includes 1.0 hour of ethics and professionalism credit. No more than 6.0 hours of prerecorded format CLE may be earned in one compliance period.


MO CLE: 6.00 Credit Approval Exp
03/26/2020
NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for up to 6.0 self-study CLE credit hours. No more than 6.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics credit with self-study.


National Association of Legal Assistants, Inc.

N LA: 6.00 Credit Approval Exp
03/26/2020
Includes - Ethics: 1.00
This seminar meets the requirements of the Certifying Board for Legal Assistants of the National Association of Legal Assistants, Inc., for 6.0 hours, including 1.0 ethics, of continuing legal assistant education self-study credit required to maintain the CLA (Certified Legal Assistant) credential.


National Federation of Paralegal Associations, Inc.

N PAR: Credit Approval Exp
03/26/2019
NBI, Inc. is a NFPA approved CLE provider.


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Call: 800.930.6182
Fax: 715.835.1405
Mail: NBI
P.O. Box 3067
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