Essentials of Business Law
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1 7 th Annual Course Essentials of Business Law Critical Skills for the Transactional Practice LIVE VIDEO HOUSTON March 3-4, 2016 Hilton Houston Westchase DALLAS April 14-15, 2016 Cityplace Events MCLE CREDIT Hours (2.5 Ethics) DOWNLOADABLE Course Materials TexasBarCLE.com x1574 Education by the Bar, for the Bar
2 TexasBarCLE 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 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. 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 MCLE CREDIT HOURS (2.5 ETHICS) MCLE COURSE NO: 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. Thursday 6.25 hours including.5 hour ethics 7:30 Registration Coffee & 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 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 2 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
3 Cosponsored by the Business Law Section of the State Bar of Texas MarkYourCalendar Friday 6 hours including 2 hours ethics 8:00 Coffee & Pastries Provided 8:30 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 11:00 Drafting: 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 12:45 Risk Management: Data Encryption, Security, and Privacy hr ethics Ronald L. Chichester, Tomball Ronald Chichester, PC 1:45 Negotiation: Considerations for Negotiations with a Mock Negotiation 1.5 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, th 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,
4 fyi Ways to Save on This Course! 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, sections@texasbar.com or phone , 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 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 , 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 , 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 , 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 ( ) 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 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 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. 4 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 $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 No hotels rooms have been blocked for this course. May We Suggest: Warwick Melrose 3015 Oak Lawn Ave. Dallas, TX 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 Patrick A. Nester... Director, TexasBarCLE
5 Registration Form W A Y S T O R E G I S T E R Online TexasBarCLE.com credit card only Lawyers licensed 5 years or less take HALF OFF this course! Phone , x1574 during business hours credit card only Fax credit card only Mail State Bar of Texas LB# P.O. Box Dallas, TX check or credit card Essentials of Business Law Course 8355 Registering five or more? Laura Angle at laura.angle@texasbar.com for group discount information. 1 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* 2 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 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. 3 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 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 4 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. 5 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 ( ) (required for registrant s PDF download option): A confirmation of your registration will be sent to the address you provide. 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 , x1575. MP3 files of topics will be downloadable from TexasBarCLE.com 6-8 weeks after the course. QUESTIONS? , x
6 State Bar of Texas P.O. Box Austin, TX th Annual Course Essentials of Business Law Critical Skills for the Transactional Practice NON PROFIT ORG U.S. POSTAGE PAID PERMIT NO AUSTIN, TEXAS LIVE HOUSTON March 3-4, 2016 VIDEO DALLAS April 14-15, 2016 Join 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. Get involved! Members receive a quarterly newsletter and s 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 nonprofits, 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. To join, visit 6
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