Financial Poise

Financial Poise On Demand Webinars by Series

Below are all of our available On Demand Webinar Series and the webinars within those series, listed alphabetically.


This series discusses patent preparation, prosecution, and portfolio management, and provides guidance on how to create effective working relationships between everyone involved.

This webinar series de-mystifies these private funds, explaining their similarities and differences from other investment vehicles and from each other- from the legal, financial, and investment mandate perspectives.

This webinar series is intended for the investor who wants to reduce “unknown unknowns” of investing, beginning with asset allocation and portfolio theory and concluding with goal-based investing.

The series discusses the fundamentals of investing, such as the concepts of alpha and beta and how to approach reading financial statements and financial journalism, and answers common questions regarding asset allocation.

Join a panel including seasoned litigators, two former legal writing instructors, and a sitting judge discuss the structure, substance and style of effective brief-writing. This series will help new and more experienced litigators sharpen a set of crucial skills that can, and should, continue developing throughout their careers.

The series is intended to give attendees a crash-course in post-grant review proceedings at the U.S. Patent and Trademark Office. Many topics will be addressed, sufficient to explain the big picture considerations involved in this new and very popular area of law.

Applicable to owners, executives, directors and their respective trusted advisors, this webinar series brings a variety of experiences and perspectives on the most common questions around private company governance.

This webinar series features leading M&A attorneys and other deal professionals speaking about private company M&A in roughly chronological order, guiding the audience through a conversation that spans from deal origination, the LOI (letter-of-intent) or term sheet, due diligence, document drafting and negotiation, closing, and post-closing.

This series features leading M&A attorneys and other deal professionals speaking about private company M&A in roughly chronological order, guiding the audience through a conversation that spans from deal origination, the LOI (letter-of-intent) or term sheet, due diligence, document drafting and negotiation, closing, and post-closing.

This webinar series approaches the employer-employee relationship from beginning to end, with programs covering the most important steps along the way, including hiring and onboarding, policy and procedure development and training, wage and hour compliance, accommodating disabled employees, conducting investigations and considerations associated with ending the relationship.

This webinar series covers several types of real estate classes that one may choose to invest in, explaining where to look for opportunities; how to diligence them; possible funding solutions; and best practice for execution.

This Financial Poise webinar series covers several types of real estate classes that one may choose to invest in, explaining where to look for opportunities; how to diligence them; possible funding solutions; and best practice for execution.

This webinar series is for the lawyer, broker, investor, syndicator, developer and others who seek a basic understanding of the essential elements of real estate law. This series spans purchase through sale and cover all of the high points in between.

This webinar discusses the many aspects of commercial real estate investments, from the perspectives of the landlord, the tenant, and the commercial broker.

This series explains how failing or failed companies create a unique set of issues, risks, and even opportunities for all involved, and helps those who specialize in the field stay up to date on the latest developments, strategies, and tactics in the area.

This webinar examines failing or failed companies and their unique set of issues, risks, and even opportunities for all involved, including the specific implications in the area of law and finance and the latest developments, strategies, and tactics in the area.

This webinar series of leading securities law experts discusses both the fundamentals of the federal securities laws and the latest developments in this ever-evolving area of law.

This webinar series of leading securities law experts discusses both the fundamentals of the federal securities laws and the latest developments in this ever-evolving area of law.

This series identifies essential Rainmaker Best Practices, that when focused on with discipline and intention, distinguish you and your firm, and help you gain a competitive sales advantage.

This webinar series examines how the JOBS Act has impacted capital formation through private offerings, as well as corporate finance for small business issuers generally, and access to the “IPO” market.

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