333 Battery Street
San Francisco, CA 94111
CPE for Accountants
CPE for Accountants/NASBA - 7.00
IACET - 0.60
PACE - 7.00
Course book included with all formats
Know the Salient Points of Marijuana Laws and Effectively Advise Your Clients
The legalization of marijuana has created business opportunities, but it has also created many questions and uncertainties for professionals advising businesses due to the position of the federal government. What are possible federal responses to legalized cannabis? What types of businesses does state law allow, and how does a potential business owner obtain a permit? When are you potentially violating federal law by merely assisting a client? Learn the answers to these questions and more - register today!
This basic-to-intermediate level seminar provides practical information on marijuana law for:
Includes - Ethics - 1.00
This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California in the amount of 6.0 hours, of which 1.0 hour will apply to legal ethics. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.
CPE for Accountants
CPE for Accountants/NASBA - 7.00
Includes - Behavioral Ethics - 1.00 Taxes - 1.00 Business Law - 5.00NBI, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. This program is designed to qualify for 7.0 hours (based on 50 minute credit hour) of continuing professional education credit for accountants. For more information regarding administrative policies such as complaint and refund, please contact our offices at (800) 930-6182.
IACET - 0.60
NBI, Inc. is accredited by the International Association for Continuing Education and Training (IACET) and is authorized to issue the IACET CEU. NBI, Inc. is authorized by IACET to offer 0.60 CEUs for this program. At the end of the program, participants must complete a self-assessment in order to receive credit. 100% attendance is required. (Provider #1004558)
Upon completion of this course, attendee will be able to: 1. Identify how the federal government can use forfeiture laws to close marijuana businesses. 2. Identify two possible ways a cannabusiness can obtain financing. 3. Describe how marijuana businesses should keep records. 4. State the key steps in the marijuana business licensing process. 5. Describe packaging restrictions for marijuana products. 6. Identify two strategies cannabusinesses can use to overcome taxation difficulties. 7. Identify a possible conflict of interest attorneys face when advising marijuana businesses.
Includes - Chartered Financial Consultant - 7.00
OREN BITAN is an attorney at Buchalter APC. He has an extensive legal background that includes business, real estate, banking, receivership law, consumer product, and commercial litigation. Mr. Bitan is known for his ability to solve complex business disputes for his clients in a strong but practical manner. He is a trusted advisor who guides his clients through their day to day legal concerns, and has particular expertise in disputes involving real estate, banking and mortgage fraud, creditors’ rights, film finance, and intellectual property. Representative clients include banks and financial institutions, state and federal receivers, private investors and investment funds, private equity groups, real property developers, apparel manufacturers, breweries, consumer products companies, and corporate entities large and small. Mr. Bitan is also co-chair of Buchalter’s cannabis industry group. In that capacity, Mr. Bitan advises cannabis related businesses on a wide variety of topics, including disputes regarding business licenses, receiverships over grow facilities and dispensaries, real property development, leasing, and financing for cannabis related businesses, and assembling teams of attorneys to provide general corporate, employment, and intellectual property advice to the industry. He earned his J.D. degree, cum laude, at Loyola Law School, where he was a member of the Order of the Coif and a Sayre Macneil Scholar. He served as articles editor of the Loyola of Los Angeles Law Review, was a member of the St. Thomas More Law Honor Society, and participated in the Law & Technology Moot Court (a joint program with Caltech). Mr. Bitan externed for The Honorable Harry Pregerson in the United States Court of Appeals for the Ninth Circuit and The Honorable Nora M. Manella in the United States District Court for the Central District of California. He received his B.S. degree in Business Administration at the University of Southern California. (San Francisco location)
LARA L. DeCARO is a business attorney and mediator at Leland, Parachini, Steinberg, Matzger & Melnick LLP. She has concentrated her legal career in the areas of intellectual property, corporate governance and compliance, commercial transactions, real property, estate planning, and mediation. Most of her clients come from highly-regulated industries and she has translated that knowledge into a comprehensive medical cannabis practice. Ms. DeCaro has also represented event venues, entertainment providers, art galleries, authors, banks, recycling companies, investors, franchisors, an airport, and various small business owners. She commenced her legal career as a litigator in Northern New Mexico, where a brief she was the author of was submitted to the Supreme Court of Colorado, and made law in her client’s favor. Ms. DeCaro also successfully defended marijuana and other criminal charges locally. She later took a position as in-house counsel for a premier company in the risk evaluation software industry and worked at a leading bio-pharmaceutical company. Ms. DeCaro received a certificate in mediation in 1999 from the American Arbitration Association through Tulane Law School. She was also a member of the New Mexico Senate Memorial 57 Advisory Council and the New Mexico State Bar Association ADR Committee, which wrote the rules in New Mexico for alternative and effective dispute resolution. She graduated with honors from both her undergraduate program at the University of Southern California and law school at Tulane and is licensed to practice law in California, Colorado, and New Mexico (currently inactive). (San Francisco location)
OMAR FIGUEROA, of the Law Offices of Omar Figueroa, has spent two decades at the vanguard of California cannabis law and is widely respected as an industry expert. Starting in 1998 as a criminal defense attorney, he provided tireless representation to those accused of cannabis-related crimes. When legalization changed his clients’ needs, Mr. Figueroa expanded the firm and began specializing in guiding businesses through a new frontier. As author of Cannabis Codes of California, the first comprehensive book of the state’s cannabis laws, he frequently appears in media coverage as an advocate for the industry. He has presented at countless conferences, both on cannabis law and on best practices for counseling cannabis companies. Mr. Figueroa earned his Bachelor of Arts degree in philosophy from Yale College, his Juris Doctor degree from Stanford Law School, and is a proud graduate of Gerry Spence’s Trial Lawyers College. Mr. Figueroa also trained under legendary San Francisco trial lawyer Tony Serra. He is a founding lifetime member and current Board of Directors member of the National Cannabis Bar Association, a Lifetime Member of the NORML Legal Committee, as well as a proud member of the Distinguished Counsel’s Circle of NORML. (San Francisco location)
GABRIEL S. GARCIA is an experienced health and wellness law attorney in Sacramento, California. In his practice, he provides corporate, regulatory and tax advice to clients across the spectrum of care including: community health centers, senior living providers, medicinal/adult-use cannabis operators, and medical device companies. He also counsels for-profit and nonprofit corporations, boards of directors, and charitable foundations. Mr. Garcia has served as in-house commercial counsel for Abbott Laboratories and as a legal consultant for BDC Advisors, a leading healthcare consulting firm. He has presented at multiple cannabis-related conferences, including the CCIA Policy Conference, the California Hispanic Chamber of Commerce Cannabis 2.0, California Asian/Pacific Islander Chamber of Commerce Cannabis Panel, and California Groundbreakers Policy Cafe. He received a B.A. degree from the University of California, Berkeley, his J.D. degree from the University of California, Berkeley, and his LL.M. degree in taxation from Georgetown University Law Center. (San Jose location)
FENN C. HORTON III is a partner in the San Jose firm of Pahl & McCay, where he practices in the areas of employment law and business and real estate litigation. He regularly advises employers in a variety of industries on legal issues related to employment discrimination, wrongful discharge, wage and hour law, employment law, breach of warranty and limiting warranty liability, contracting with suppliers and competitors, unfair competitions, the right to privacy, management's response to union organizing campaigns, collective bargaining, and much more. Mr. Horton is a member of the Judiciary and the Civil Practice committees of the Santa Clara County Bar Association, and he serves as judge pro tem for the Santa Clara County Superior Court. Although his practice is located primarily in California, he also advised employers operating in a number of other states, including Arizona, Colorado, Illinois, Massachusetts, New York, Minnesota, Nevada, Oregon, South Carolina, Texas, Virginia and Washington. Mr. Horton frequently lectures to various trade groups on his areas of practice. He earned both his B.A. and J.D. degrees, with distinction, from the University of Iowa. Mr. Horton is a member of the State Bar of California and the Colorado Bar Association. (San Jose location)
STACY A. HOSTETTER is an attorney at the Law Offices of Omar Figueroa, in Sebastopol, who has spent her career addressing the legal challenges faced by small businesses in highly regulated industries. She began by advocating for craft brewers, assisting cannabis’ cousin with a wide array of transactional needs including intellectual property, contracts, business law, and regulatory compliance. In 2015, she co-authored Brew Law 101: A Guide to Opening a Brewery and became a regular presenter at local, state and national conferences. Her topics of expertise range from trademark disputes to distribution relationships. Ms. Hostetter now proudly serves the California cannabis industry with business formations and restructuring, licensing, regulatory compliance, contract review, drafting, and negotiations, as well as intellectual property matters. She earned her Bachelor of Arts degree in English literature from the University of Redlands and her Juris Doctor degree from the University of San Diego School of Law. Ms. Hostetter is a proud member of the American Bar Association, the State Bar of California, the Sonoma County Bar Association, and the National Cannabis Bar Association. (San Francisco location)
LAUREN A. MENDELSOHN, an attorney at the Law Offices of Omar Figueroa in Sebastopol, focuses on permitting and licensing cannabis businesses, regulatory compliance, government affairs, and post-conviction relief. For several years, Ms. Mendelsohn has actively advocated for drug policy reform as well as other progressive, humanitarian causes. She formerly chaired the Board of Directors of Students for Sensible Drug Policy (SSDP), an international non-profit aimed at ending the counterproductive “War on Drugs,” and currently sits on the board of the Sonoma County Grower’s Alliance. Ms. Mendelsohn frequently speaks at conferences and events, including the Emerald Cup, the Mendocino Cannabis Resource Conference, the Students for Sensible Drug Policy International Conference, and the Women Grow Leadership Summit. She earned her Juris Doctor degree from the University of California, Irvine School of Law and her Bachelor of Science degree in psychology from the University of Maryland. She is a proud member of the State Bar of California, the Sonoma County Bar Association, the National Cannabis Bar Association, SSDP’s Sensible Society, California NORML, Americans for Safe Access, and the ACLU. (San Francisco location)
MAHAL R. MONTOYA is the sole practitioner of the Law Offices of Mahal Montoya in Oakland. Ms. Montoya is a civil rights lawyer with a sharp focus on cannabis law. She began her solo practice in 2014, having spent the previous 14 years as a law clerk, educator, and paralegal specialist for the U.S. Securities and Exchange Commission. Her law practice integrates her passion for civil rights and her support for entrepreneurs. She spends her time counseling entrepreneurs about civil rights, business, tax, and corporate law. Ms. Montoya earned her B.A. degree from the University of California, Berkeley, M.I.L.S. degree from San Jose State University, and J.D. degree from the University of Iowa College of Law. She is a member of NORML (Marijuana Business Section), Alameda County Bar Association, American Bar Association and the Bar Association of San Francisco. (San Francisco and San Jose locations)
ROBERT W. SELNA is an attorney with Wendel Rosen Black & Dean LLP, where he represents clients in real estate, land use and regulatory matters, including property owners and businesses, developers, nonprofits and schools. Mr. Selna advises clients on everything from zoning and subdivision requirements, to environmental laws and design issues. Mr. Selna chairs Wendel Rosen's cannabis industry group. His cannabis business work includes advising clients on regulations, permitting, real estate transactions and government affairs. Mr. Selna is a member of the State Bar of California. He received his M.A. and B.A. degrees from the University of California, Berkeley, and his J.D. degree from Golden Gate University School of Law. (San Francisco location)
HANSPETER WALTER is a shareholder with Kronick Moskovitz Tiedemann & Girard, where he practices in the areas of water, environmental, administrative, cannabis, real estate and land-use law. Mr. Walter performs a variety of legal services for clients including litigation, transactional document preparation and review, in-depth legal research, and regulatory permitting and compliance assistance. He is a member of the Association of California Water Agencies, California Special Districts Association, the Natural Resources subsection of the Real Property Section of the State Bar of California and the Sacramento County Bar Association. Mr. Walter is an adjunct professor at the University of the Pacific, McGeorge School of Law. He received his J.D. degree from the University of the Pacific, McGeorge School of Law; his M.S. degree from the University of Idaho, Moscow; and his B.S. degree from the University of California, Berkeley. (San Jose location)
$309 / Each Additional