Reducing E-Discovery Costs - On Demand

Reducing E-Discovery Costs without Sacrificing Defensibility

Sponsored by Exterro and HBR Consuling LLC


This activity is classified as Self Study as the activity or provider had been previously approved for 

California CLE credit.  Please see http://mcle.calbar.ca.gov/Attorneys/EducationOptions.aspx 

There is no assurance as to how long access will be available.

For legal and e-discovery professionals, this is a question that should always be at the forefront: how to reduce legal spending while effectively managing corporate risk. In this complimentary webcast, FRCP experts will analyze e-discovery case law and the new FRCP e-discovery rules for creating a defensible, yet cost-effective process, including:

• The foundational e-discovery requirements every organization must account for
• How to develop new e-discovery techniques that reduce e-discovery spend but keep your process 'reasonable'
• What role e-discovery search/collection/review technology should play in your process

Speakers:

Bobbi Basile - Managing Director,  HBR Consulting LLC
Mike Hamilton, J.D. - Sr. Manager,  Exterro
Aaron Crews, Esq. - Sr. Associate General Counsel, eDiscovery,  Walmart

FREE!

Total Credits:  1.00 unit

Online

On Demand - Expires February 24, 2018 based on original broadcast

For further information see:

http://www.exterro.com/debate-the-e-discovery-issues/reducing-costs/?utm_source=attending&utm_medium=email&utm_campaign=use-case-webcast-2&utm_content=thank-you-email

Country-by-Country Reporting - On Demand

Country-by-Country Reporting: Is Your Organization Prepared?

Sponsored by Bloomberg BNA and RSM UK, the seventh largest accountancy and business advisory firm in the UK 

This activity is classified as Self Study as the activity or provider had been previously approved for California CLE credit.  Please see http://mcle.calbar.ca.gov/Attorneys/EducationOptions.aspx 

There is no assurance as to how long access will be available.

Globally active companies have a lot to consider with new regulations being regularly enacted in response to the Organisation for Economic Co-operation and Development’s (OECD’s) Base Erosion and Profit Shifting (BEPS) Action Plan. One of the most immediate changes relates to the need for country-by-country reporting (CbCR). It is anticipated that the IRS will finalize proposed regulations by the end of June. The regulations would require the filing of a new CbCR tax form by any U.S. taxpayer that is a parent of a multinational enterprise (MNE) group with $850 million or more in global group revenues and would be effective for fiscal years beginning on or after July 1, 2016. Additionally, organizations may be subject to earlier tax filing deadlines outside the United States.

Educational Objectives:

• The background of CbCR  
• The CbCR requirements and their potential impact on U.S. multinationals, including practical solutions to challenges businesses have already encountered
• The extent of reputational and confidentiality risks posed by the potential publication or leaking of the data
• U.S. and non-U.S. technology considerations that can help companies prepare for and comply with this new global tax requirement

Speakers:

Ken Almand leads the UK and European transfer pricing business for RSM UK and advises on all aspects of the subject plus international tax issues including planning, assurance and compliance. He works with multinational businesses to develop and implement effective strategies that are aligned with their commercial and tax policies. 

Lisa Pinchin recently worked at the Organisation for Economic Co-operation and Development (OECD) in Paris as an advisor on the BEPS Project. She returned to RSM as an international tax senior manager and leads the BEPS initiative for the U.S. firm. Lisa has more than ten years of experience providing international tax consulting services to large and middle-market multinational companies operating in diverse industries. 

Enrique Rayon has over 20 years of experience advising clients on transfer pricing issues. Enrique also represents RSM in public consultation meetings and submission of comments at the OECD on BEPS transfer pricing matters.

FREE!

Total Credits:  1.00 unit

Online

On Demand - Approximately 60 minutes

For further information see:

http://www.bna.com/countrybycountry-reporting-organization-m57982073374/

Corporate Governance and Shareholder Activism - On Demand

Corporate Governance in the New Shareholder Activism Landscape

Sponsored by Bloomberg BNA and Vintage, a division of PR Newswire

This activity is classified as Self Study as the activity or provider had been previously approved for California CLE credit.  Please see http://mcle.calbar.ca.gov/Attorneys/EducationOptions.aspx 

There is no assurance as to how long access will be available.

In recent years, the landscape of shareholder activism has changed drastically.  Any company, regardless of size or financial performance, may become the target of shareholder activism.  A variety of issues may lead to these efforts of investors to influence a company’s decision-making and governance structure.  A company can take steps, however, to ensure they are effectively and competently handling their filing obligations under the federal securities laws to prevent or mitigate the impact of these situations, through accurate and complete filings, by knowing what and how much to properly disclose, and enhancing the quality of governance-related disclosures.

Join us for this 60-minute program to learn how to handle activist shareholders.  Our panel will discuss vulnerabilities to look for in a company that may make it the target of an activism campaign, the types of disclosures that can help to correct or mitigate these vulnerabilities, and practical tips for filing accurate and complete disclosures in compliance with the applicable securities rules and regulations.

Speakers:

Mr. Kai Liekefett is the Head of Vinson & Elkins’ Shareholder Activism Response Team and a corporate partner with 15 years of experience practicing law in New York, Houston, London, Germany, Hong Kong and Tokyo.  He has extensive experience advising companies on proxy contests and other shareholder activism campaigns.  

Mr. Rick Grubaugh is a Senior Vice President of D.F. King & Co., Inc. and co-director of the Strategic Analysis and Proxy Division.  Mr. Grubaugh primarily advises corporations and shareholders in complex transactions specializing in corporate control situations such as proxy contests, mergers and hostile tender offers

Mr. Greg Taxin is Managing Member and Co-Founder of Luma Asset Management, LLC. Previously he was the President of Clinton Group, Inc. He co-Founded Glass, Lewis & Co., LLC in 2003 and served as its Chief Executive Officer. Prior to co-founding Glass Lewis, he served as Managing Director of Banc of America Securities in San Francisco. 

FREE!

Total Credits:  1.00 unit

Online

On Demand - Approximately 60 minutes

For further information see:

http://www.bna.com/corporate-governance-new-m57982069603/

Managing Health Care Transactions - October 5, 2016

Tips and Tricks for Managing the Unique Elements of Health Care Transactions 

Sponsored by Bloomberg BNA and Ropes & Gray LLP

In the post-ACA climate, many health care entities--from hospitals and physician groups to life sciences and biopharma companies--are responding to incentives in this game-changing law by exploring opportunities to acquire, merge, or join with other health care entities in new and uncharted combinations. In fact, health care M&A deals reached a record $605 billion in 2015.

During this 60-minute webinar, three attorneys from Ropes & Gray who practice across the country and internationally will share their experiences and provide guidance in managing the unique elements of health care transactions.  Register now and get detailed guidance and explanations of the purpose and importance of procedural steps in the course of a transaction; strategies to obtain and address due diligence disclosures that could have a significant effect on the overall transaction; and thoughts on other “exposures” created by the transaction process itself.  During this complimentary, CLE-eligible webinar, they will review:

1. Importance of Procedural Steps: How to use term sheets, letters of intent and checklists (i) to resolve key deal points early, (ii) to make the definitive agreement phase go more smoothly, and (iii) to anticipate pre- and post-closing issues that require resolution. 
2. Due Diligence Disclosures: How to make the “right” diligence requests, and what to do when diligence efforts uncover regulatory or compliance issues that may jeopardize the viability of the transaction or require modifications to the deal and deal documents before or after closing. 
3. Other Exposures:  How to address other unique elements that arise in many health care transactions, including privacy and security risks when parties and their advisors share health information for diligence purposes; unique considerations when sharing competitively sensitive data; requesting “material nonpublic information” or other strategic financial and operating information under securities laws; maintaining attorney-client privilege; and erosion of value resulting from delays in closing caused by protracted regulatory reviews.

Speakers:

John Chesley has been a member of the health care group at Ropes & Gray since 1985.

Michael Lampert provides regulatory, transactional, and strategic advice to health care clients, including hospitals, universities, schools of medicine, medical device and pharmaceutical companies, laboratories, investors, physician practices, and emerging providers. 

Brett Friedman joined Ropes & Gray in 2007 as an associate in the health care practice group of the corporate department. 

FREE!

Total Credits:  1.00 unit

Online

October 5, 2016, 10:00 am - 11:00 am PDT

For further information see:

http://www.bna.com/tips-tricks-managing-m73014447124/

Note:  May require a promotion code

Health Care Joint Ventures: Legal and Practical Issues - October 6, 2016

Health Care Joint Ventures: Legal and Practical Issues 

Sponsored by Bloomberg BNA and   Hall, Render, Killian, Heath & Lyman PC. 

As the fallout from the passage of the ACA continues to provide a catalyst for health care entities to align in new and creative ways,  join us for this 60-minute webinar where two experienced transactions attorneys at Hall Render will discuss the legal and practical aspects of health care joint ventures.  This presentation will address the motivations that health care entities have in entering into joint ventures; the advantages and disadvantages of being part of a joint venture; types of joint ventures that are common in the health care industry; the planning issues that parties to a potential joint venture should think through before committing to the venture; and legal issues that are often involved in health care joint ventures.

During this complimentary, CLE-eligible webinar, you will get expert perspectives and guidance on: 

1. Varieties of Health Care Joint Ventures: Why joint ventures have become increasingly popular in the health care industry; what models are available, and choosing what model is best for your clients; the pluses and minuses of the main alternatives.  
2. Planning Issues: How to plan for joint ventures and what practical issues need to be considered, including – scope of the joint venture (services to be included, entities to be involved); structuring the joint venture, including choice of legal form (e.g., partnerships, limited liability companies); percentage ownership for each party in the venture; capital commitments; governance; and exit strategy. 
3. Legal Issues:  What legal issues arise with respect to particular kinds of joint ventures, especially (i) tax exemption if for-profit and tax-exempt entities are parties to the joint venture; (ii) fraud and abuse issues and physician participation in joint ventures (Stark and Anti-Kickback); (iii) licensure issues; (iv) Medicare and other participation agreements; and (v) antitrust issues.  Recent developments pertaining to tax-exempt bonds and accountable care organizations will also be discussed.

Speakers:

David Lips - Attorney, Hall, Render, Killian, Heath & Lyman PC, Lipps is the author of Healthcare Capital Finance: In Good and Challenging Times..

Steve Pratt  joined Hall, Render, Killian, Heath & Lyman PC in 1988 and is a shareholder in the firm’s Indianapolis office. Steve concentrates his practice on health care transactions, mergers and acquisitions, compliance counsel, false claims/qui tam actions, fraud and abuse/Stark, hospital and health system counsel and tax exemption.

FREE!

Total Credits:  1.00 unit   

Online

October 6, 2016, 10:00 am - 11:00 am PDT

For further information see:

http://www.bna.com/health-care-joint-m73014447220/

Note:  May require a promotion code

Media Transparency - October 12, 2016

Media Transparency: What Advertisers Must Know to Protect Themselves  

Sponsored by Bloomberg BNA and   K2 Intelligence. 

A recent, far-reaching study commissioned by the Association of National Advertisers revealed that certain non-transparent business practices – including rebates – were pervasive throughout the media-buying marketplace. What exactly are these business practices? What legal challenges – and opportunities – might they present for advertisers? And how can advertisers hold their agencies accountable?

Join us for this 60-minute webinar in which our panelists will address the above questions and discuss how advertisers – and the lawyers that advise them – can effectively assess and address the impact of these practices.  Our panelists will also discuss proactive steps that should be taken to nip negative impacts in the bud, particularly outlining strategies and best practices for developing and reviewing your media agency contracts.

Educational Objectives:

Webinar participants will learn:
• Detailed findings of the study conducted by ANA and K2 Intelligence.
• How advertisers and their attorneys can identify these business practices.
• Contract review and development strategies for ensuring that your rights are protected.Speakers:

Mr. Julian J. Moore -  Senior Managing Director at K2 Intelligence

Mr. Doug Wood -  a member of Reed Smith's Entertainment and Media Industry Group and the leader of the firm's Advertising and Marketing Law Practice 

FREE!

Total Credits:  1.00 unit   

Online

October 12, 2016, 10:00 am - 11:00 am PDT

For further information see:

http://www.bna.com/media-transparency-advertisers-m73014447459/

Note:  May require a promotion code

Year-End Tax Planning Checklist - October 13, 2016

Year-End Tax Planning Checklist and Developments - Doing All We Can for the Clients Who Should Have Annual or Semi-Annual Attention

Sponsored by Bloomberg BNA

Learn how to create strategies with clients so that their trusts receive the annual or semi-annual attention they require. Attend this webinar for check-the-box coverage of all the items to consider. Practitioners will get a checklist of various points to discuss with clients and tips for how to pinpoint their needs. Discussion items include asset ownership, updating trust provisions, lifetime gifting, creditor protection, and discounted entities.

Educational Objectives:
• Confirm that assets are properly structured
• Update trusteeship and other provisions
• Consider using some of the lifetime gift exclusion, structuring assets properly for better creditor protection
• Use discounted entities to maximize annual exclusion gifting, and additional items

Speakers:

Kenneth J. Crotty  -  a partner with Gassman Law Associates, PA where he practices in the areas of estate planning, health law, and business law. 

Christopher J. Denicolo is a partner with Gassman Law Associates, PA where he also practices in the areas of estate planning, health law, and business law.

FREE!

Total Credits:  1.00 unit

Online

 October 13, 2016, 9:30 am - 10:30 am PDT

For further information see:

http://www.bna.com/yearend-tax-planning-m57982065308/

Note:  May require a promotion code