Indiana CLE - All Courses
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COVID-19 and Due Process
This CLE program will focus on due process issues related to litigating cases during the COVID pandemic. Topics can include issues with jury selection, public access to courts, witness testimony, use of remote/video testimony, speedy trial, and best health practices in offices and in court. The presentation is designed to be modular and specific areas can be expanded or removed based on other presentations. More Info
$350.8General Credit -
Municipal Rules and 529 Plans Update
The MSRB (Municipal Securities Rulemaking Board) substantially amended its rules for municipal dealers’ advertising and adopted a brand new standard for municipal advisors’ advertising. The MSRB also adopted formal guidance for both dealers and advisors’ use of social media. The municipal securities advertising rules have changed. This CLE Lecture will assist in learning how the regulators are applying the modernized standards including the new rule for municipal adviser firms. The... More Info
$350.8General Credit -
Consolidated Audit Trail
Attend this program to hear how to prepare for compliance with the consolidated audit trail. During this session, panelists discuss how to prepare for compliance with the consolidated audit trail (CAT), including, firm obligations, deadlines, and resources. The panel also provides an update on the CAT National Market System (NMS) Plan. After attending this session, you will be able to: Review industry test release updates Discuss upcoming key dates Summarize how to prepare and... More Info
$350.9General Credit -
Doing More With Less: Challenges of a Small Firm Compliance Department
Attend this program to hear how to mitigate regulatory risk in addition to identifying opportunities to spend money wisely while fulfilling their duties as officers of their firms. A strong compliance program does not have to be expensive to be effective but needs commitment from all levels. Join FINRA staff and industry practitioners for a discussion on mitigating regulatory risks and determining how to more effectively allocate resources when establishing and maintaining an effecti... More Info
$350.9General Credit -
Everything You Wanted to Know About Diversity In The Legal Profession, But Were Afraid to Ask
Diversity and inclusion are difficult topics to avoid, especially as they apply to workplace hiring. This CLE course will deal specifically with the legal profession and offer a frank discussion on the real reasons why diversity in the legal workplace is so uncommon. The course will also delve into the issue of the harm this causes both in general and to the legal profession and how to implement changes that will better serve the public at large. More Info
$350.9Ethics Credit -
"Oh The Places We'll Go": Mediating With An Open Mind While Managing Expectations
This CLE course will discuss the mechanics of mediation/dispute resolution and the myths associated with dispute resolution. During the course, we will discuss the and attempt to eliminate the reluctance to participate fully and transparently in mediation to allow parties to identify on their own the ability to end conflict, to save in costs of litigation, to grow personally and professionally. More Info
$501General Credit -
"Sweat Equity" in Small Businesses and Venture Startups: The Legal and Tax Issues
When a startup or small business first launches, it is easy to issue shares (almost) tax-free to the company founders. When a shareholder or LLC member receives shares in exchange for his or her labor, or “sweat equity,” the legal and tax issues are a bit more complicated. In this fast-paced, entertaining presentation, you will learn: whether “sweat equity” workers should be treated as employees or independent contractors; the use of restricted stock, options, warrants and other equ... More Info
$501General Credit -
10 Clauses Fiduciaries Hate
Practitioners who draft trust documents don’t always consider that certain terms or language can make it very hard for the fiduciaries who are trying to enforce the grantor’s wishes. The panel will discuss these clauses and offer some ideas for fixes that can be incorporated into these problem provisions. Trust documents need to be comprehensive and clear. The use of certain terms or confusing language can make it nearly impossible for fiduciaries to enforce a grantor’s wishes. How terms are de... More Info
$501General Credit -
10 Key Practical Issues when Reviewing and Drafting Commercial Office Leases
Commercial leases aren’t nearly as straightforward as they might seem and the small details matter a great deal. This CLE course will discuss 10 key practical issues when reviewing and drafting commercial office leases. The course will offer an understanding of an attorney’s role in the transaction as well as important information to note about the parties involved. The importance of a long-term outlook, the difference between usable vs. rentable space, term-sheets, security deposits, utility... More Info
$501General Credit -
1031 Exchanges: An Advanced Seminar and Open Forum
This CLE presentation goes deeper than the typical program addressing Section 1031 Exchanges. Besides addressing the fundamentals, the program will explore more advanced concepts, such as leasehold improvement exchanges, private equity transactions, and the so-called “drop-and-swap” technique. Furthermore, the presenter answers questions about the nuances of executing a Section 1031 Exchange, reporting the exchange for tax purposes, and finer points about advising clients of what is and is not p... More Info
$501General Credit