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

* All times are Central Standard Time (CST/GMT - 6:00)

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:

EBITDA and Other Scary Words

Series: MBA SHORTCUT 2019

This webinar explores the ins and outs of financial...

Premiere Date: 03/07/2019 3:00pm

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Choosing, Building & Protecting Your Brand

Series: INTELLECTUAL PROPERTY BOOT CAMP 2019

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

Premiere Date: 03/07/2019 1:00pm

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The Nuts & Bolts of a 363 Motion

Series: CHAPTER 11 POTPOURRI

Many, if not most, Chapter 11 cases result in...

Premiere Date: 03/06/2019 3:00pm

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The Basics of Fund Formation

Series: PE, VC, AND HEDGE FUNDS DE-MYSTIFIED 2019

Private funds are legally required to organize in a...

Premiere Date: 03/05/2019 2:00pm

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The Basics: Working With an Expert

Series: VALUATION FIGHTS IN LITIGATION: BATTLE OF THE EXPERTS 2019

This webinar is for the litigator who has not...

Premiere Date: 02/28/2019 1:00pm

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Discovery Practice

Series: NEWBIE LITIGATOR SCHOOL- WINTER/SPRING 2019 EDITION

If you say the word “discovery” to a litigator,...

Premiere Date: 02/27/2019 1:00pm

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Cash Collateral and DIP Loan Contests

Series: BANKRUPTCY BATTLE ROYALE 2019 - COMMON COMMITTEE CONTROVERSIES

Show me the money! Debtors in Chapter 11 cases...

Premiere Date: 02/26/2019 1:00pm

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Lost Profit Cases

Series: COMMON COMMERCIAL CONFLICTS 2019

Business does not always go as planned. When a...

Premiere Date: 02/26/2019 11:00am

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Basic Concepts Applicable to All Borrowers & Lenders

Series: BORROWER OR LENDER BE- 2019

A business borrows when it purchases goods or services...

Premiere Date: 02/21/2019 3:00pm

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Goal Based Investing – Planning for Key Life Events

Series: PERSONAL FINANCE & INVESTING FUNDAMENTALS 1.0 - 2019

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

Premiere Date: 02/21/2019 1:00pm

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Securities Law: An Overview

Series: SECURITIES LAW MADE SIMPLE (NOT REALLY) 2019 EDITION

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

Premiere Date: 02/20/2019 3:00pm

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Raising Capital – Negotiating with Potential Investors

Series: THE START-UP / SMALL BUSINESS ADVISOR 2019

Every business needs capital (cash) to fund its activities....

Premiere Date: 02/19/2019 3:00pm

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Intellectual Property in an Hour

Series: ONE HOUR LAW SCHOOL- WINTER/SPRING 2019 EDITION

Intellectual property (“IP”) rights are at the center of...

Premiere Date: 02/19/2019 1:00pm

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Investing in Commercial Real Estate

Series: REAL ESTATE INVESTING-101 - 2019

Before taking the plunge into commercial real estate investing,...

Premiere Date: 02/14/2019 3:00pm

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Internal Investigations – 101

Series: CORPORATE & REGULATORY COMPLIANCE BOOT CAMP 2019 - WINTER/SPRING EDITION

Compliance issues are at the front of every manager’s...

Premiere Date: 02/14/2019 1:00pm

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Best Practices Regarding Technology

Series: LEGAL ETHICS – BEST PRACTICES 2019

Technology is rapidly changing the way that lawyers and...

Premiere Date: 02/13/2019 1:00pm

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Legal Tech

Series: THE BUSINESS OF LAW & ACCOUNTING 2019- MAKING MONEY AS A PROFESSIONAL SERVICE PROVIDER

The only thing constant is change, and professional services...

Premiere Date: 02/12/2019 1:00pm

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IP Boot Camp 2019: Introduction to Key Concepts

Series: INTELLECTUAL PROPERTY BOOT CAMP 2019

Intellectual property or “IP” is a term used to...

Premiere Date: 02/07/2019 1:00pm

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What is a “Private Fund?”

Series: PE, VC, AND HEDGE FUNDS DE-MYSTIFIED- 2019 EDITION

According to the Securities and Exchange Commission, the number...

Premiere Date: 02/05/2019 2:00pm

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Business Breakups

Series: COMMON COMMERCIAL CONFLICTS 2019

As any entrepreneur will attest, starting and operating a...

Premiere Date: 02/05/2019 11:00am

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When Do You Need One & Where Do You Get One?

Series: VALUATION FIGHTS IN LITIGATION: BATTLE OF THE EXPERTS 2019

A dispute regarding the value of a business or...

Premiere Date: 01/31/2019 10:00am

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The Nuts & Bolts of a Chapter 11 Plan

Series: CHAPTER 11 POTPOURRI 2019

A Chapter 11 plan, if you believe what law...

Premiere Date: 01/30/2019 2:00pm

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What kind of loan?

Series: BORROWER OR LENDER BE- 2019

In a broad sense, most loans can be divided...

Premiere Date: 01/24/2019 3:00pm

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

Series: PERSONAL FINANCE & INVESTING FUNDAMENTALS 1.0- 2019

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

Premiere Date: 01/24/2019 10:00am

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The Federal Rules of Civil Procedure

Series: NEWBIE LITIGATOR SCHOOL - WINTER/SPRING 2019 EDITION

This webinar provides an overview of the Federal Rules...

Premiere Date: 01/23/2019 1:00pm

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The Very Basics – Forming the Business

Series: THE START-UP / SMALL BUSINESS ADVISOR 2019

So, you are an entrepreneur and want to start...

Premiere Date: 01/22/2019 3:00pm

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Estate Planning & Asset Protection in an Hour

Series: ONE HOUR LAW SCHOOL- WINTER/SPRING 2019 EDITION

The personal wealth one acquires can be exposed to...

Premiere Date: 01/22/2019 1:00pm

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Growing Your Practice

Series: THE BUSINESS OF LAW & ACCOUNTING- MAKING MONEY AS A PROFESSIONAL SERVICE PROVIDER 2019

Grow or Die.  A common adage, yet elusive in...

Premiere Date: 01/15/2019 1:00pm

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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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Representing Asset Purchasers in Bankruptcy

Series: BANKRUPTCY TRANSACTIONS-301

Representing an asset purchaser in a bankruptcy proceeding presents...

Premiere Date: 09/13/2018 3:00pm

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