Financial Poise Webinars
Practical and entertaining education for business owners and executives, Accredited Investors, and their legal and financial advisors.
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On Demand Webinars

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Our On Demand Webinars are objective, plain English advice for business owners and investors from leading attorneys, accountants, and other professional advisors.

On Demand Webinars:

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Data Breach Response: Before and After the Breach

Series: CYBERSECURITY & DATA PRIVACY 2018

Your company has just suffered a data breach –...

Premiere Date: 12/17/2018 11:00am

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Tricks and Traps in Leveraged Finance

Series: LEVERAGED FINANCE 2018

Leveraged finance terms have evolved in recent years to...

Premiere Date: 12/13/2018 3:00pm

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Roadmap to Growing Your Business by Acquisition

Series: BUSINESS ADVICE – FROM START UP TO SALE 2018

You have identified a complementary product or service that...

Premiere Date: 12/13/2018 2:00pm

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Valuing Your Brand and Other “Soft” Assets

Series: VALUATION 2018

Intellectual property (IP) rights are an increasingly important component...

Premiere Date: 12/13/2018 10:00am

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Legal Issues for Innovators & Inventors

Series: INTELLECTUAL PROPERTY-201 2018

Effective legal representation of innovators and inventors requires careful...

Premiere Date: 12/12/2018 2:00pm

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Persuasive Brief Writing 2018: Style

Series: PERSUASIVE BRIEF WRITING 2018

We’ve all long heard about writing practices to avoid,...

Premiere Date: 11/29/2018 2:00pm

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How to Build and Implement your Company’s Information Security Program

Series: CYBERSECURITY & DATA PRIVACY 2018

Does your business need an established information security program?...

Premiere Date: 11/19/2018 11:00am

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Current Trends in Leveraged Finance

Series: LEVERAGED FINANCE 2018

This webinar discusses some of the latest trends and...

Premiere Date: 11/15/2018 3:00pm

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Roadmap to Selling a Business or Taking on Outside Investors

Series: BUSINESS ADVICE – FROM START UP TO SALE 2018

A  business is a founder’s baby – the founders...

Premiere Date: 11/15/2018 2:00pm

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Minority and Illiquidity Discounts

Series: VALUATION 2018

Like the sale of goods, sometimes the share of...

Premiere Date: 11/15/2018 10:00am

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Patent Portfolio Management

Series: PATENT PREPARATION, PROSECUTION & PORTFOLIO MANAGEMENT 2018

Patent portfolio management starts at the inventive stage and...

Premiere Date: 11/13/2018 1:00pm

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Negotiating and Drafting Cash Collateral/DIP Financing Orders

Series: BANKRUPTCY TRANSACTIONS-301

Every company needs access to cash to fund its...

Premiere Date: 11/08/2018 3:00pm

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Setting Up a Website

Series: INTELLECTUAL PROPERTY-201 2018

As e-commerce continues to become increasingly important, more and...

Premiere Date: 11/07/2018 2:00pm

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Persuasive Brief Writing 2018: Structure and Organization

Series: Persuasive Brief Writing 2018

Unclear and unpersuasive legal writing often comes from undeveloped...

Premiere Date: 11/01/2018 2:00pm

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Options for the Accredited Investor

Series: INVESTING BASICS 2018

Famed law firm founder Joseph Flom would say, “You...

Premiere Date: 10/23/2018 2:00pm

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Introduction to EU General Data Protection Regulation: Planning, Implementation, and Compliance

Series: CYBERSECURITY & DATA PRIVACY 2018

The GDPR is a game-changer for anyone doing business...

Premiere Date: 10/22/2018 11:00am

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Navigating Credit Agreements

Series: LEVERAGED FINANCE 2018

The leveraged lending market has developed its own set...

Premiere Date: 10/18/2018 3:00pm

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Negotiating a Commercial Lease

Series: BUSINESS ADVICE – FROM START UP TO SALE 2018

Your company has customers and needs room to grow...

Premiere Date: 10/18/2018 2:00pm

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Patent Prosecution

Series: PATENT PREPARATION, PROSECUTION & PORTFOLIO MANAGEMENT 2018

Patent prosecution can be managed and carried out using...

Premiere Date: 10/16/2018 1:00pm

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Bankruptcy Claims Trading

Series: BANKRUPTCY TRANSACTIONS-301

Claims Trading in bankruptcy cases has advanced and grown...

Premiere Date: 10/11/2018 3:00pm

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Real Estate Valuation Basics 101

Series: REAL ESTATE LAW DUMBED DOWN 2018

The ability to determine the valuation of real estate...

Premiere Date: 10/11/2018 2:00pm

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Selecting the Right Valuation Expert

Series: Valuation 2018

You have a business interest, an asset, or a...

Premiere Date: 10/11/2018 10:00am

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Buying & Selling Intellectual Property

Series: INTELLECTUAL PROPERTY-201 2018

IP rights are an important class of intangible assets...

Premiere Date: 10/10/2018 2:00pm

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Federal Equity Receiverships – 101

Series: RESTRUCTURING, INSOLVENCY & TROUBLED COMPANIES 2018

A receivership is a legal tool available to a...

Premiere Date: 10/04/2018 2:00pm

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Foreign Corrupt Practices Act-101

Series: LAWYERING MADE EASY 2018

The Foreign Corrupt Practices Act (“FCPA”) prohibits a U.S....

Premiere Date: 10/02/2018 1:00pm

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Crowdfunding from the Investor’s Perspective

Series: CROWDFUNDING 2018

This webinar focuses on the opportunities that crowdfunding makes...

Premiere Date: 10/02/2018 11:00am

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Advanced Investing Topics: Unicorns and Pre-Unicorn Scalable Private Company Propositions

Series: INVESTING BASICS 2018

Goodness knows that we have not seen the last...

Premiere Date: 09/25/2018 2:00pm

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Introduction to US Privacy and Data Security: Regulations and Requirements

Series: CYBERSECURITY & DATA PRIVACY 2018

There is no federal law governing privacy and data...

Premiere Date: 09/24/2018 11:00am

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Turning an Idea Product Into a Business

Series: BUSINESS ADVICE – FROM START UP TO SALE 2018

Building the infrastructure of a business around a product...

Premiere Date: 09/20/2018 2:00pm

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Patent Application Preparation

Series: PATENT PREPARATION, PROSECUTION & PORTFOLIO MANAGEMENT 2018

Managing the patent drafting process requires interaction amongst many...

Premiere Date: 09/18/2018 1:00pm

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The Effective Director

Series: BOARD OF DIRECTORS BOOT CAMP 2018

While we think of a board as a functioning...

Premiere Date: 09/17/2018 11:00am

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Due Diligence in Real Estate Deals

Series: REAL ESTATE LAW DUMBED DOWN 2018

So, you entered into a contract to purchase a...

Premiere Date: 09/13/2018 2:00pm

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Valuing Lost Profits for Litigation Purposes

Series: Valuation 2018

When a competitor, contractor or other third party damages...

Premiere Date: 09/13/2018 10:00am

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Choosing & Protecting Your Brand

Series: INTELLECTUAL PROPERTY-201 2018

A business’s brand defines it in the market and...

Premiere Date: 09/12/2018 2:00pm

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A Distressed Company and its Secured Lender

Series: RESTRUCTURING, INSOLVENCY & TROUBLED COMPANIES 2018

Most businesses of any meaningful size in the United...

Premiere Date: 09/06/2018 2:00pm

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Doing Business Abroad-101

Series: LAWYERING MADE EASY 2018

Technology has hastened the globalization of the economy and...

Premiere Date: 08/28/2018 1:00pm

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Understanding Commitment Papers (Bank)

Series: LEVERAGED FINANCE 2018

Most leveraged corporate buyers that are funding all or...

Premiere Date: 08/23/2018 3:00pm

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Advanced Topics: Public Company Reporting

Series: SECURITIES LAW 2018

Once public, a company is subject to a continuously...

Premiere Date: 08/21/2018 2:00pm

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Basics of Real Estate Syndication

Series: REAL ESTATE LAW DUMBED DOWN 2018

This webinar is important for anyone who seeks investors...

Premiere Date: 08/16/2018 2:00pm

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What’s it Worth? Valuing a Business for Sale

Series: VALUATION 2018

Before going to market to sell your business, you...

Premiere Date: 08/16/2018 10:00am

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The Legal & Tax Aspect of Investing: Asset Protection; Estate Planning, and Tax Efficiency

Series:  INVESTING BASICS 2018

We always hear that estate taxes are avoided by...

Premiere Date: 08/14/2018 2:00pm

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The Good, the Bad and the Ugly: Planning and Running Effective Board Meetings

Series: BOARD OF DIRECTORS BOOT CAMP 2018

All of us have had experiences of meetings that...

Premiere Date: 08/13/2018 11:00am

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What to Expect and Do When Your Customer Becomes Insolvent

Series: RESTRUCTURING, INSOLVENCY & TROUBLED COMPANIES 2018

Sometimes it begins when a client, tenant, or customer...

Premiere Date: 08/09/2018 2:00pm

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Private Offering Exemptions and Private Placements

Series: SECURITIES LAW 2018

The private capital markets have become an increasingly important...

Premiere Date: 07/24/2018 2:00pm

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Defending White Collar Crime-101

Series: LAWYERING MADE EASY 2018

While white collar crimes don’t usually carry the same...

Premiere Date: 07/24/2018 1:00pm

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Representing the Commercial Tenant

Series: Real Estate Law Dumbed Down 2018

A commercial tenant views a lease negotiation quite differently...

Premiere Date: 07/19/2018 2:00pm

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Goal Based Investing- Planning for Key Life Events

Series: INVESTING BASICS 2018

There is a redundancy in the title for this...

Premiere Date: 07/17/2018 2:00pm

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Building an Independent Board

Series: BOARD OF DIRECTORS BOOT CAMP 2018

When private companies move from a “paper board” (a/k/a...

Premiere Date: 07/16/2018 11:00am

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Opportunity Amidst Crisis- Buying Distressed Assets, Claims, and Securities for Fun & Profit

Series: RESTRUCTURING, INSOLVENCY & TROUBLED COMPANIES 2018

Eddie Lampert bought Kmart out of bankruptcy. W.L. Ross...

Premiere Date: 07/12/2018 2:00pm

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Impact of the JOBS Act on the IPO Market

Series: THE JOBS ACT - A RETROSPECTIVE & A LOOK AHEAD 2018

View the accompanying slideshow for free here. This webinar...

Premiere Date: 06/28/2018 10:00am

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Securities Law: An Overview

Series: SECURITIES LAW 2018

Stocks and bonds are easily recognizable as securities, but...

Premiere Date: 06/26/2018 2:00pm

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Representing the Commercial Landlord

Series: REAL ESTATE LAW DUMBED DOWN 2018

The process of representing a commercial landlord in a...

Premiere Date: 06/21/2018 2:00pm

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Marketplace Lending / Fintech

Series: BUSINESS BORROWING BASICS 2018

To view this webinar for CLE/CPE credit. Click here....

Premiere Date: 06/20/2018 2:00pm

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It’s So Hard To Say Goodbye: Minimizing Risk When Terminating Employees

Series: PROTECTING YOUR EMPLOYEE ASSETS: THE LIFE CYCLE OF THE EMPLOYEE RELATIONSHIP 2018

View the accompanying slideshow for free here. This webinar...

Premiere Date: 06/19/2018 3:00pm

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Basic Investment Principles 101 – From Asset Allocations to Zero Coupon Bonds

Series: INVESTING BASICS 2018

There are certain fundamental concepts and terms that every...

Premiere Date: 06/19/2018 2:00pm

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Construction Defect Litigation-101

Series: LAWYERING MADE EASY 2018

The old saying, “he best laid plans of mice...

Premiere Date: 06/19/2018 1:00pm

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Estate Planning & Asset Protection – 101

Series: ONE HOUR LAW SCHOOL 2018

View the accompanying slideshow for free here. This webinar...

Premiere Date: 06/19/2018 11:00am

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Help, My Business is In Trouble!

Series: RESTRUCTURING, INSOLVENCY & TROUBLED COMPANIES 2018

When a business becomes financially troubled, the business owner...

Premiere Date: 06/14/2018 2:00pm

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Leveraging & Protecting Trade Secrets in the 21st Century

Series: INTELLECTUAL PROPERTY 2018 - 101

View the accompanying slideshow for free here. This webinar...

Premiere Date: 06/13/2018 2:00pm

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Commercial Litigation Funding 2018

Series: Three Case Studies on Legal Funding Deals

View the accompanying slideshow for free here. This webinar...

Premiere Date: 06/12/2018 1:00pm

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