Essentials of Business Law Course: LIVE Houston March 6-7, 2014 Crown Plaza River Oaks Hotel VIDEO Dallas April 10-11, 2014 Cityplace Events Center The Lifecycle of a Business Hot Topics Drafting Agreements Between Owners and Avoiding Disagreements How to Raise Capital? The 7 Deadly Sins of Opinion Letters Health Care Law and How It Applies to Small Business Insurance Coverage for a Young and Growing Business What to Do When Your Client Gets Sued What to Do When the FBI Knocks on Your Door What past registrants had to say: Thank you for putting together a great program of speakers. Lots of good information and extremely practical. Excellent two days, well worth the time and money. Well worth the investment, will be able to immediately put into practice some of what I learned. MCLE CREDIT 12.75 HOURS (3 ETHICS)
TexasBarCLE presents Cosponsored by the Business Law Section of the State Bar of Texas live Houston March 6-7, 2014 Crown Plaza River Oaks Hotel Register by February 20 and save $50! Business Law Section members can save up to $75! video Dallas April 10-11, 2014 Cityplace Events Center Register by March 27 and save $50! Business Law Section members can save up to $75! Tweet about this course #TBCLEessentials MCLE CREDIT 12.75 HOURS (3 ETHICS) MCLE COURSE NO: 901278433 Applies to the College of the State Bar of Texas and to the Texas Board of Legal Specialization in Civil Appellate, Civil Trial Law and Labor and Employment Law. Essentials of Business Law Co Thursday 8:00 Registration - Coffee & Pastries Provided 8:55 Welcoming Remarks Course Director F. John Podvin, Jr., Dallas Haynes and Boone BUILDING A FOUNDATION 9:00 Drafting Governing Documents.75 hr By-laws Company Agreements Selection of Entity Key Provisions Mollie Duckworth, Austin BakerBotts 9:45 The Basics from the Secretary of State s Office.5 hr Carmen Flores, Austin 10:15 Break Deputy Director, Business & Public Filings Division Office of the Texas Secretary of State 10:30 Shareholder s Agreements: Tag Alongs, Drag Alongs, and More.75 hr What is the purpose of a shareholders agreement? What are the different options? Jennifer Wisinski, Dallas Haynes and Boone 11:15 Break - Lunch Provided 11:30 Luncheon Presentation: Conflicts of Interest Who s Your Client Who s Not Your Client 1 hr ethics Claude E. Ducloux, Austin Hill Ducloux Carnes & De La Garza 12:30 Break 12:45 Employment Law 101.75 hr OSHA Investigations DOL, EEOC Retaliation FLSA Texas Payday Act Teri L. Danish, Houston McGuireWoods 2 6.75 hours including 1.25 ethics 1:30 Intellectual Property 101.75 hr Protecting the Intellectual Property of your client Who owns what and when Work for hire regulations Confidentiality agreements Irene Kosturakis, Houston Chief Intellectual Property Counsel BMC Software, Inc. 2:15 Governing Persons in Action.5 hr (.25 ethics) Overview of fiduciary duty and corporate operations Protecting the veil Elizabeth S. Miller, Waco Professor of Law Baylor Law School 2:45 Break GROWTH OF THE BUSINESS 3:00 How to Raise Capital?.75 hr Private placement including the JOBS Act Crowd funding Shanna Nugent, Addison Law Offices of Shanna Nugent Nancy Sarmiento, Dallas Akin Gump 3:45 The 7 Deadly Sins of Opinion Letters.5 hr How can you reduce your risks in opinion letters? Every word in an opinion letter matters; learn which ones to avoid. D. Hull Youngblood, Jr., San Antonio Of Counsel, The Ford Firm 4:15 Understanding Healthcare Reform to Counsel Your Clients on Navigating Through the Morass.5 hr Alicia Haff, San Antonio CHRS and Certified PPACA Professional Haff Consulting Services 4:45 Adjourn
Friday urse: The Lifecycle of a Business 6 hours including 1.75 ethics 8:00 Coffee & Pastries Provided 8:25 Morning Announcements GROWTH OF THE BUSINESS cont 8:30 Insurance Coverage for a Young and Growing Business.5 hr What type to buy What you need to be thinking about Leslie C. Thorne, Dallas Haynes and Boone 9:00 Tax Topics About LLCs for Business Lawyers.5 hr Formation Issues Operational Issues Distribution and Allocations Self Employment Taxes Adrienne R. Bond, Houston Fortitude Management Group 9:30 What to Do When Your Client Gets Sued.75 hr How to hire a litigator When are you over your head? When you want to sue E-discovery, spoliation, and documents Manuel Berrelez, Dallas Vinson & Elkins 10:15 Break Carol Bavousett Mattick, San Antonio Attorney & Counselor at Law 10:30 Business Divorce.5 hr (.25 ethics) Equity holder disputes The overbearing equity shareholder Rebecca Vela, McAllen Yzaguirre & Vela 11:00 What to Do When the FBI Knocks on Your Door.5 hr Michael W. McCrum, San Antonio McCrum Law Office 11:30 Break - Lunch Provided 11:45 Luncheon Presentation: Cloud Computing and Social Media 1 hr ethics 12:45 Break Data and record retention Social media traps Banking issues LinkedIn Ronald L. Chichester, Tomball Ronald Chichester, PC HARVESTING VALUE OR CRASH AND BURN 1:00 What to Do When Someone Wants to Buy the Business 1 hr (.25 ethics) Different structures for M&A transactions How to get money out of your business transactions Indemnity Post-closing adjustments Daniel L. Cohen, Houston Gardere Wynne Sewell Greg Meeks, Houston Gardere Wynne Sewell 2:00 When Work and Personal Life Collide.75 hr (.25 ethics) Family and estate planning Passing the business to the next generation Jay Knighton, The Woodlands Knighton & Stone 2:45 Bankruptcy 101.5 hr Christopher Lopez, Houston Weil Gotshal & Manges 3:15 Adjourn Mark Your Calendars: Advanced Trial Strategies Course LIVE New Orleans February 13-14, 2014 Women in the Law Course: Leading, Empowering, Succeeding LIVE Austin March 24, 2014 Advanced Evidence and Discovery Course LIVE Dallas April 3-4, 2014 LIVE San Antonio May 22-23, 2014 3
fyi TexasBarCLE.com 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, e-mail sections@texasbar.com or phone 800-204-2222, 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 512-250-5575 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 a limited number of scholarships to attend a live course, video replay, archived online class, or webcast, or to subscribe to our Online Library. To apply or to learn more, call Mon-Fri 8am-5pm CT to Sara at 800-204- 2222, x1490. Please apply at least four weeks prior to the CLE event. Active State and Texas-Area Federal Judges, Administrative Law Judges, Hearing Examiners, and Their Court 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 the judicial retirement system and (3) space is available for all paying registrants. This privilege does not extend to receivers, trustees, other court staff, or persons serving part-time in a judicial capacity. Actual attendance is required in order to receive course materials. Parking Information for Attendees Not Staying at the Hotel is subject to change without notice and is not a guarantee of available space. HOUSTON: Self-parking at the Crowne Plaza is complimentary with staff validation. DALLAS: Self-parking is complimentary with staff validation. If You Need Special Accommodations to Attend, please contact us as soon as possible at 800-204-2222, x1748. For the Cityplace Event Center 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 800-204-2222, 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 (512-427-4443) 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 e-mail 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! 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. Reserve Your Hotel Room by February 21 st 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. HOUSTON Live Crowne Plaza River Oaks 2712 Southwest Freeway Houston, Texas 77098 713-523-8448 $115 single/double Deadline: Feb 21st DALLAS Video Cityplace Events Center 2711 North Haskell Dallas, Texas 75204 214-515-5100 No hotel rooms have been blocked for this video replay. The reserved block of rooms may fill up before the deadline. Act now! Course Director F. John Podvin, Jr...Dallas Planning Committee Jacqueline S. Akins...San Antonio Manuel Berrelez...Dallas Ronald L. Chichester...Tomball David W. Klaudt...Dallas Carol Mattick...San Antonio Shanna L. Nugent... Addison Cheryl Tangen...Houston Jennifer Wisinski...Dallas D. Hull Youngblood, Jr....San Antonio TexasBarCLE Planning Team Hedy Bower... Director of Program Planning Mary McDonald... Program Coordinator Heather Armstrong...Written Materials Coordinator Tiffany Clay...Meeting Services Coordinator Business Law Section of the State Bar of Texas David R. Keyes...Chair Ronald L. Chichester... Chair Elect John F. Podvin... Vice Chair Ryan R. Cox... Secretary/Treasurer Greg R. Samuel... Immediate Past Chair State Bar of Texas Lisa M. Tatum...President Cindy V. Tisdale... Chair of the Board Trey Apffel... President-Elect Buck Files... Immediate Past President Kristy Blanchard...TYLA President Deborah Bullion...Chair, CLE Committee Gary Nickelson...Chair, Board PDP Committee Michelle E. Hunter...Executive Director Patrick A. Nester... Director, TexasBarCLE 4
Registration Form W A Y S T O R E G I S T E R Online TexasBarCLE.com credit card only Phone 800-204-2222, x1574 during business hours credit card only Fax 512-427-4443 credit card only Mail State Bar of Texas - CLE LB #972298 P. O. Box 972298 Dallas, TX 75397-2298 check or credit card Registering five or more? E-mail Laura Angle at laura.angle@texasbar.com for group discount information. Lawyers licensed 5 years or less attend for HALF OFF! Essentials of Business Law Course 8355 1 Register me for: 2 Essentials of Business Law Course Houston LIVE, March 6-7, 2014 q Regular Registrant...$495 Take $50 OFF: Register by February 20, 2014 q Licensed 5 years or less, HALF OFF..$247.50 (No other discounts apply) Dallas VIDEO, April 10-11, 2014 q Regular Registrant...$395 Take $50 OFF: Register by March 27, 2014 q Licensed 5 years or less, HALF OFF..$197.50 (No other discounts apply) I may attend complimentary because I am a (see p. 4): q Qualifying judge q Court staff attorney 3 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 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 State Bar College q Paralegal Division 4 I can t attend. Just send course materials. q Hard copy course book $155 FREE Shipping & Handling 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 ( ) E-Mail (required for registrant s PDF download option): A confirmation of your registration will be sent to the e-mail address you provide. Plus 8.25% sales tax on total. Please include sales tax or attach an exemption certificate. Book orders are filled and shipped 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 800-204-2222, x1575. Mp3 files of topics will be downloadable from TexasBarCLE.com 6-8 weeks after the course. QUESTIONS? 800-204-2222, ext 1574 512-427-1574 JW
State Bar of Texas P. O. Box 12487 Austin, TX 78711-2487 Essentials of Business Law Course 2014 LIVE March 6-7, 2014 Houston VIDEO April 10-11, 2014 Dallas NON PROFIT ORGANIZATION U.S. POSTAGE PAID PERMIT NO. 1804 AUSTIN, TEXAS Getting all your CLE online? Sure, online CLE can be high-quality and convenient, saving you time and travel. But it can t replace the benefits of attending CLE in person. At live CLE, you can meet leaders in your practice area, judges, colleagues, and other professionals many with the same concerns and issues that you may have. Guidance, insights, and referrals you could gain from speakers and attendees can be just as valuable to your career as the CLE event itself. (At many TexasBarCLE seminars, you ll find a special area for Q&A a speakers bullpen with time for informal give-and-take.) CLE not only educates and trains, it can inspire and motivate through contact with others. Knowledge is key to practicing law, of course, but knowing people is vital as well. CLE at a resort or out-of-town location offers even more opportunities. Take time with colleagues for coffee, a meal, or a game of golf or tennis. Or bring your family and enjoy some well-deserved downtime together. In other words, if you get all your CLE online, you could be shortchanging yourself. Attending CLE in person offers you more ways to strengthen relationships and build your career which almost certainly will make you a better lawyer. And that s the goal of CLE, isn t it? Then something s missing. TM Get personal with in-person CLE. TexasBarCLE Education by the Bar, for the Bar. TM TexasBarCLE.com