Financial Poise

Video On Demand Webinar Series

Below are all of our available Video On Demand Webinars, grouped by Series. You can watch a free preview of each webinar before it will ask you to purchase the webinar for full access. Please contact us with any questions or problems.

Bankruptcy Intersections

Bankruptcy Intersections On Demand Video Webinar Series Bankruptcy law is generally a federal-based practice, and governed by title 11 of the United States Code (the Bankruptcy Code). Bankruptcy law, however, is far from an insular practice; This webinar series focuses on how issues involving intellectual property, employment and labor, tax law, and environmental law are treated through the prism of bankruptcy.

Bankruptcy Transactions 301 - Advice For The Advanced Practitioner

Bankruptcy Transactions 301 On Demand Video Webinar Series This series provides tools for business owners and their advisors to navigate through the landscape of bankruptcy transactions, demystify esoteric concepts, and discuss best practices for advanced professionals working on these matters.

Bare Bones Board Basics

Bankruptcy Intersections On Demand Video Webinar Series Every corporation has at least some of the legal rights and responsibilities enjoyed by natural persons. As the brain can be said to govern a person’s actions, a board of directors governs the actions of a corporation. And leaving aside some legal nuances, the same can be said of the manager of an LLC. Publicly listed companies have active boards; they must. Historically, many private companies have not, though that has been changing rapidly over the past decade. The job of a board director can be quite difficult yet can be greatly rewarding. The benefits almost any company with multiple owners (and often even a company with a single owner) can derive from having an excellent and active board are tremendous. This webinar series is a production of certain chapters of the Private Directors Association®, Executive Forum™, Private Director Symposium™, ChamberWise™ & Financial Poise™

Watch the Promo Video Here!

Blockchain Basics

In Dr. Strangelove, a party created a “doomsday machine” that would automatically destroy all life if the machine detected a nuclear attack on that party. There was no override, and, well, let’s just say that the film is hilarious but probably not a comedy in a conventional sense. There, if the “network” received certain information, the device would activate. Like a smart contract on a blockchain, the problem in Dr. Strangelove was that the party that created the doomsday machine activated it before telling its adversary (i.e., the other network participant). That “smart contract” was critically not smart. Blockchain smart contracts (with much smaller but still meaningful stakes) are computer code designed to adjust automatically the rights and obligations of network participants based upon the inputting of information to the network, with such information visible to all and inputted per means and procedures agreed upon by all before the contracts become effective. And thus paper-intensive, multi-step and multi-party transactions, like securities sales, supply chain coordination, and supply chain finance, might proceed with greater ease and security. Costs could be lowered, transactional speed quickened, and litigation simplified or evaded entirely. We will examine these areas of promise.

Board Of Directors Boot Camp

Board of Directors Boot Camp 2023 Video Webinar Series Applicable to owners, executives, directors and their respective trusted advisors, this webinar series discusses various aspects of good governance in private companies including best practices and common pitfalls.

Business Borrowing Basics

Business Borrowing Basics Video Webinar Series This webinar series provides a guided tour of the various borrowing options available to businesses, from both a business and legal perspective. Learn the advantages and disadvantages of different types of loans, how to select the right loan for your business, how to negotiate terms, and what happens in the event the loan is defaulted upon.

Business Law Review

Business Law Review Video On Demand Webinar Series While law school provides a great foundation, there are so many things it does not teach. This series delves into cutting edge issues in dynamic fields to help lawyers, business professionals, or anyone interested in the law, with some specialized learning in seven distinct areas of law.

Commercial Litigation Funding

Commercial Litigation Funding Video Webinar Series This three-part series is geared towards educating attorneys and clients on legal/ethical, strategic, and business decisions when considering litigation funding, and investors seeking to learn about an increasingly mainstream asset class.

Complex Financial Litigation

Complex Financial Litigation Video On Demand Webinar Series This webinar series focuses on the legal and financial realities that accompany unanticipated adverse events, soured business relationships, and failing organizations. Whether you are a general litigator, business owner, aspiring shareholder, or insurance claims analyst, this webinar series will help you to understand and prioritize key concepts associated with business breakups.

Corporate & Regulatory Compliance Boot Camp - Part 1

Corporate and Regulatory Compliance Boot Camp - Part 1 - Video Webinar Series This webinar series covers corporate and regulatory compliance as it relates to procurement and government contracting, the Foreign Corrupt Practices Act, data privacy and social media.

Earning Green by Investing Green

Sustainable investments have exploded in the past decade, with green offerings emerging in every asset class. Though this trend offers investors incredible opportunities, the landscape is complex. This series features experts from across the green economy providing investors, asset managers, advisors, and other professionals with the information and perspectives they need to make smart, ethical, and lucrative choices in their portfolios.

Watch the Promo Video Here!

Ethical Issues In Real Estate-Based Bankruptcies

Ethical Issues in Real Estate-Based Bankruptcies Video On Demand Webinar Series In this series we tackle some common ethical scenarios that frequently present themselves in real estate-focused bankruptcies and take a deep dive into how we can use the ABA Model Rules of Professional Conduct to help guide legal practitioners through challenging ethical situations.

Intellectual Property 101

Intellectual property (IP) rights constitute an important asset class. Indeed, the “information economy” and high tech have made this asset class go from one that few understood and even fewer invested in to one watched and invested in by millions. IP includes patents, trademarks, copyrights, and trade secrets. How do you create rights in one of these assets? How do you protect those rights? How do you transfer them (or have them transferred to you)? How do they interact with each other? This information-packed webinar series focuses on the intricacies of IP rights as they relate to the specific areas of brand protection, IP transactions, internet marketing, and other IP issues that are critical when representing innovators and inventors.

Intellectual Property 201

In today's economic environment, intellectual property (IP) rights have become increasingly important assets for both individual and corporate entities. More and more, both are recognizing the economic importance of IP rights--whether those rights consist of a single patent--or whether they consist of an entire portfolio also including trademarks, copyrights, and trade secrets. This information-packed webinar series focuses on the intricacies of IP rights as they relate to the specific areas of brand protection, IP transactions, internet marketing, and other IP issues that are critical when representing innovators and inventors. Join some of the leading attorneys in the World, as they discuss—in plain English for the non-expert—some specific IP challenges that individuals, businesses, and those who represent them are likely to face.

Legal Ethics – Best Practices

Legal Ethics Best Practices On Demand Video Webinar Series This webinar series examines ethical issues confronted by lawyers in a variety of contexts. The panelists consider and recommend different approaches to ethical decision-making and lawyers responsibilities and concerns, especially in light of the impact of the COVID-19 pandemic.

Leveraged Finance

Debt has always been an important part of the capital structure of many corporations and private equity portfolio companies. At some point, most companies will need to make the decision as to whether and how to incur debt, either in the ordinary course of business or to fund acquisitions or other transformative transactions. This webinar series focuses on the leveraged finance market in particular, meaning borrowings by companies whose credit rating is (or would be if rated) below investment grade (that is, a rating below BBB- by S&P / Baa3 by Moody’s). The leveraged finance market over time has developed its own set of market conventions and terms that may be unfamiliar to traditional lenders.

Marketing Tips For The New (Or Old!) Business Owner - Part 1

Marketing Tips for the New or Old Business - Video Webinar Series This webinar series is designed to educate business owners on how to prepare, execute and refine their own customized marketing initiatives. After finishing this webinar series, the business owner should have a much clearer and strategic plan for their own marketing.

Newbie Litigator School - Part I

Bankruptcy Intersections On Demand Video Webinar Series This series is one of several series (together with the “Newbie Litigator School” Parts 2 and 3) that Financial Poise designed specifically for attorneys who are just starting to get involved in civil litigation or who could use a refresher on litigation fundamentals. The purpose is to introduce different components and phases of litigation, from the basic rules of civil procedure and evidence, to dispositive motions, through trial, and on to appeal and post-judgment collection work.

Real Estate Investing 101

Real Estate Investing 101 On Demand Video Webinar Series Real estate has always been a popular asset class for investment. Investors considering making an investment in real estate have a variety of choices: retail, office buildings, industrial, raw land, and, of course, residential. This webinar series covers the several types of real estate classes available to invest in, explaining where to look for opportunities; how to diligence them; possible funding solutions; and best practice for execution.

The Start-Up/Small Business Advisor

The Start-Up/Small Business Advisor Video Webinar Series Whether and to what extent a startup will be successful depends on many factors. One set of factors is the foundational pillars on which the company is built, and includes things such as the company’s capital structure, financial controls, human capital, management/founder talent, market niche (and barrier to entry), financing growth, managing burn rate, and marketing functions.


Business Valuation - On Demand Video Webinar Series Valuation is used by market participants to determine the price they are willing to pay or receive to transact a sale of a security, a business, or any other asset. The same techniques are used to determine the price a party is willing to pay or receive to settle a claim or satisfy a liability. This series of webinars teaches how commercial litigators use valuation experts in commercial disputes.