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Wisconsin CLE - All Courses
This is a listing of CLE Courses for Wisconsin.
Please make your selection below of Wisconsin CLE courses. Our courses are available Online, and with iOS/Android App.
Click "Add" to purchase Individual CLE Courses. For more information about a particular CLE course, click on a course name.
One of the great things about being a lawyer is that you don’t have to spend your life working for other people: you can always “hang out your shingle” and practice on your own. When you start your own law practice, you are an entrepreneur, and will face many of the same management challenges entrepreneurs face when starting new businesses. Like any entrepreneur, you will need to create business, marketing and operations plans to ensure that your enterprise will be successful. In this ente...
Now that businesses are re-opening in the midst of COVID-19 and George Floyd outrage, there is a lot of confusion about employees rights upon return to work. Can I make my employees wear a mask? What should my employees do if looting starts in the workplace? Can I force my employee to get tested for COVID-19? What if my employee is too scared to come back to work? If you’re confused, this course will be helpful in better understanding an employer’s obligations when it comes to employee...
The purpose of this CLE program will be to discuss the changes to the new Subchapter V of the bankruptcy code and its impact on small business reorganizations.
On August 23, 2019, President Trump signed into law the Small Business Reorganization Act of 2019 (“SBRA”), Pub. L. No. 116-54 (2019). Congress increased the cap to $7,500,000 for the next year as part of the Coronavirus Aid, Relief, and Economic Security (CARES) Act from $2,725,625.00. SBRA became effective on February 19, 2020. Thes...
COVID-19 has made any type of long term planning seem even more complicated than it usual is, and given the inherent complexity of estate planning, the task can seem overwhelming. This CLE course will guide you through the various aspects of estate planning that may seem the most daunting including health care proxies, power of attorney, wills, trusts and beneficiary designations. The course will also specifically focus on the impact of the Coronavirus on this area and how it has already adapt...
The financial losses businesses throughout the US continue to suffer as a result of the COVID-19 pandemic are unprecedented, with the true scope of loss yet to be realized. A high degree of uncertainty remains among business owners as to access to relief for COVID-19 related losses, including the availability of insurance coverage for loss of income under business interruption policies and other lines of insurance.
The insurance industry has largely maintained that business interruption co...
Would you like to learn the basic nuts and bolts of a Social Security Disability claim? Are you ready to learn a new topic or add a new practice area to your existing law practice? This CLE course will cover the fundamentals of Social Security Disability administrative law. Includes an overview of the application process from claim filing through to administrative hearing and beyond to the claim payment and appellate process. Key administrative law regulations and caselaw will be referenced a...
This CLE course presents an overview of the Employee Retirement Income Security Act (ERISA) – what is ERISA, what does ERISA encompass and what is excluded, how ERISA differs from other civil litigation, preemption issues, the ERISA “savings” clause, and remedies available under ERISA. While not intended to be an exhaustive seminar on the ins and outs of ERISA, the program will provide the non-ERISA practitioner with a basic understanding of ERISA and its impact on other areas of practice....
A coronavirus-induced recession is no longer avoidable—it is happening right now. Each recession brings with it declining sales, job losses, falling rents, and defaults on loans and leases. When a crisis hits, getting a head start matters and those who have prepared will fare better than those who have not.
This engaging presentation on protecting assets from plaintiffs, lenders, creditors and the government will cover lessons learned from the financial crisis of 2008 that we can apply...
Protecting your brand and reputation is always important. But when a pandemic makes compliance with use and filing deadlines impossible, cancels licensing opportunities, and all but closes the courts -- how do you inoculate your most valuable assets against harm? Listen as two of the country’s leading trademark and brand management lawyers provide tips for brand stewards managing in a time of crisis.
Topics include:
Navigating force majeure when obligations are made impossible by healt...
The COVID-19 pandemic has resulted in an unprecedented shutdown of the American economy. Contractual obligations typically provide security to individuals and businesses, who rely on the obligations and benefits set forth in agreements to plan for the future. But what happens when circumstances are so unusual that everyone's expectations are completely upended? This CLE will address the issue of contractual obligations in the wake of unforeseen circumstances, such as a global pandemic, from...
This CLE session will highlight the use of force majeure clauses to obtain concessions for clients facing performance hardships due to COVID-19 and governmental mitigation measures. We will discuss the legal precedents addressing virus-related performance excuses and other analogous situations where courts have examined application of force majeure and similar defenses. You will leave with an arsenal of tools to weld in your negotiations on behalf of clients facing contractual termination or...
The unprecedented challenges of COVID-19, both from social distancing and the necessity to close businesses has created a domino effect across industries. Without an end in sight, businesses are evaluating their insurance policies to determine applicable coverage. This CLE course will explain business interruption insurance, its requirements and benefits and the review first cases filed for coverage.
This CLE course will cover the key legal issues that health care practitioners and facilities along the continuum of care should consider in developing both their short and long term response and recoveries from the COVID-19 pandemic. We will cover President Trump’s March 13th Declaration of a National Emergency and its impact on providers, waivers of certain CMS conditions of participation, Section 1335 Waivers, EMTALA guidance for COVID-19 patients, relaxation of certain HIPAA provisions, s...
This CLE course will help educate businesses and business counsel on key considerations when selecting a distinctive brand for the business’ services and products. In addition, Mr. Popowitz will discuss how a business can protect the brands they create, such as federal and state trademark registrations. As businesses operate and expand, they should continually look to grow their brands to make the brands more recognizable to the public, which in turn creates value. Lastly, Mr. Popowitz will go...
Office leasing presents challenges that are distinct from residential or commercial leases. This CLE course will explain everything you need to know including components of standard lease agreements, effective negotiation tactics, subletting, clauses related to tax escalations, build out terms, free rent, utility charges, insurance and notice provisions. The course will also delve into the current trends affecting the market and offer a short Q&A.
The CLE program will focus on basic zoning concepts, followed by a detailed discussion of development rights transfers. The zoning topics to be presented will be: the difference between a tax lot and a zoning lot; types of zoning lots; identifying the permitted usage on a zoning lot as residential, commercial and/or community facility; and identifying the permitted floor area, height and setback restrictions associated with a zoning lot. This will be followed by a discussion of the developme...
RegTech (Regulatory Technology) is more than a buzzword, it is a real movement that is already having an impact on regulatory compliance. This CLE lecture will give you insight on innovative technologies being used to develop more effective, efficient, and risk-based compliance programs in the area of communications with the public. This CLE lecture will discuss how RegTech tools are helping address new challenges and regulatory implications associated with supervision, vendor management, da...
This CLE course is designed for compliance and marketing professionals who are new to FINRA’s advertising rules or experienced practitioners interested in a refresher. A panel of FINRA professionals provides an overview of FINRA’s Communications With the Public rule, including filing requirements, internal approval and supervision, and content standards. Panelists answer questions about how to apply the rules to financial services communications and marketing materials while offering tips on h...
This CLE program will address advertising sales practice issues applicable to general brokerage firms and their registered representatives.
FINRA staff and industry practitioners will discuss advertising compliance and sales practice issues applicable to general brokerage firms and their registered representatives. Industry panelists explore advertising compliance challenges and explain how they address the advertising rules with respect to the creation and preparation of marketing ma...
The popular demand for true-crime content continues to be a sustained force in the entertainment industry. But as production companies and networks push the boundaries to distinguish themselves from the crowd, clients need advice to ensure that they don’t take on unnecessary risk while chasing the next big hit.
Topics include:
Tips for negotiating law enforcement access agreements
What to know when obtaining materials from law enforcement
Managing the risk of defamation and right of...
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...
The tax system is often overhauled, but it never seems to get any simpler. It’s no surprise that so many individuals find themselves entangled in tax issues. This CLE course will present strategies to help clients resolve their tax issues and address various IRS notices. The course will explain how to assess the legitimacy of letters, understand IRS notices, and protect a client’s rights while avoiding liens or levies. Tax debt resolution and the pros and cons of different avenues of resolutio...
Planning a client’s estate involves more than just the transfer of wealth. To draft a customized plan that achieves a client’s unique goals requires an understanding the client’s values and convictions, and in many cases, his or her religious beliefs. A 2017 Gallup Poll on the role of religion in the United States, 37% of respondents self-identified as “Highly Religious.” That same year Americans donated upwards of $127B to support religious organizations and causes. Yet despite the central ro...
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...
This CLE program will highlight core regulations and best practices related to the supervision of institutional business activities. After attending this session, you will be able to understand the types of supervisory controls firms can implement to mitigate risks common to institutional firms. Upon completion of this CLE, you will be able to: Discuss regulatory change management; Implement the debt research rule; Summarize concerns regarding conflicts clearance; Understand how to put info...
This CLE will focus on the latest regulatory updates and due diligence obligations and effective practices in connection with sales of alternative investments; including: Private Placements, Online Distribution Platforms, Finders, Real Estate Investment Trusts, Opportunity Zone Funds, Regulation A+, Blind Pools and Capital Acquisition Brokers.
Join FINRA staff and industry experts as they identify features and compliance risks of specific securities products and how to implement effect...
This CLE will highlight some of the changes that Enforcement has recently implemented to its business process. Panelists will also discuss developments and trends in enforcement, including enforcement priorities and the principles that guide Enforcement’s decision-making. Panelists highlight noteworthy decisions and settlements that illustrate FINRA priorities, and provide guidance on regulatory and compliance practices. Panelists will also provide information and insight on navigating enfo...
This CLE program will focus on the key issues regarding FINRA’s suitability Rule 2111 and the SEC’s Proposed Regulation Best Interest Rule, including a review of their differences. Panelists provide practical advice on how firms and registered representatives can better understand customers and securities in order to comply with FINRA’s suitability obligations and prepare for the SEC’s proposed Regulation Best Interest Rule.
Join FINRA staff as they share helpful insight on identifying and assessing activity of registered representatives as high risk and how that intelligence can be more broadly used to assess risk across and within branch offices. Upon completion, you will be able to: Learn effective practices for identifying and mitigating risk in the hiring process. Summarize ways to identify indications of high-risk activity as part of ongoing supervision, and ways to mitigate such risk, including heightene...
Join FINRA staff and industry experts as they explain how a FINRA rule becomes a regulation. Panelists give an inside look into how the FINRA Retrospective Rule Review process works and how rules are selected for review. Panelists will also preview and discuss upcoming rule changes, proposals and other regulatory initiatives. Upon completion of this CLE program you will be able to: Discuss the Retrospective Rule Review Process; Review how the advisory committees are used; Identify and under...
This CLE focuses on FINRA and MSRB mark-up disclosure requirements. Panelists discuss securities covered by the rule, when mark-up disclosure requirements are triggered and recent guidance on how to calculate mark-ups based on prevailing market price. Panelists share their perspectives on effective practices and helpful tips they have identified. Upon completion of this CLE program you will be able to: discuss the latest MSRB guidance concerning mark-up disclosure requirements.
Join FINRA staff and industry experts as they review legal cases and enforcement actions impacting AML programs. Panelists will cover regulatory trends, potential vulnerabilities, and how you can address any pitfalls in your AML program.
Upon completion of this CLE, you will be able to:
Discuss recent AML enforcement actions published by FINRA, the SEC (Securities and Exchange Commission) and other regulatory agencies, criminal and governmental authorities.
Discuss various methods...
Join FINRA staff and industry representatives as they discuss how recent developments in financial technology (FinTech) are disrupting the securities industry. Topics include RegTech (regulatory technology), artificial intelligence, identity authentication tools, big data/cloud computing and other advances in FinTech.
Upon completion of this CLE, you will be able to: Discuss the main areas of FinTech that are driving industry change. Represent efficient practices around reacting to the...
Outside business activities (OBAs) and private securities transactions (PSTs) are regulatory and examination priorities, as they can both result in conflicts of interest that firms must understand and, as necessary, mitigate. Join industry practitioners and FINRA staff, in this advanced session, as they cover conflicts arising from OBAs and PSTs, and keys to handling them and complying with regulatory requirements, including situation involving dually registered advisors. Panelists also discus...
This CLE program will focus on the rapidly changing world of digital marketing and communications. The panel will cover a variety of topics, which will illustrate how to stay on top of this constantly evolving area. Upon completion of this CLE, you will be able to: Describe digital marketing and digital communications; Talk about instant, text and app-based messages in your firm; Discuss how to approach social media, both external and internal to your firm; Summarize how to handle video cont...
Succession planning options for attorneys may be more complex than people realize. With internal succession, external succession and contingency plans in case of sudden disability or death, the process for developing these different plans can be both complicated and highly charged. This CLE course will explain all the different plans as well as provide planning and implementation checklists for both senior attorneys and growing firms.
Guardianships are the result of lack of proper execution of the appropriate documentation required for estate planning. This CLE course will explain when guardianships are required, how they are used to implement Medicaid and special needs benefits as well as the utilization of promissory notes and gifts in Medicaid planning.
There isn’t much in the media that isn’t global these days, and that includes advertising campaigns. But working on an advertising campaign with a global reach may have ramifications that wouldn’t apply on a national scale. This CLE course will explain the primary issues to be aware of when working on a global advertising campaign as well as strategies for working with local counsel in other countries. The use of influencers, global sweepstakes and contests and how to conduct social media campai...
This CLE course is presented by a panel of lawyers representing six countries and will discuss trademark, copyright, and right of publicity issues that may apply to global social media campaigns and internet ad campaigns. The course will explain jurisdiction as it applies to online campaigns and consent requests for user-generated content as well as whether it is permissible to require contestant entrants to relinquish rights to their entries.
This CLE program presented by Gregory Boyd and Daniel M. Goldberg will discuss the most relevant privacy issues involving video games and online advertising. The topics include: GDPR's impact on online advertising, the anticipated impact of the California Consumer Privacy Act and the increased focus by regulators, consumer advocates, academia, and the media on issues like geolocation and youth audiences.
It seems that everyone is working in start-ups today. And while some take off beyond anyone’s wildest dream, more fail or never take off at all. Startup clients, even those who have unique expertise in the product they are creating, often lack experience in setting up and running a business. Lawyers can help fill the gap and help position companies for future success. This CLE presentation will highlight issues in corporate, intellectual property, commercial and employment law that startups ne...
How should legal practitioners approach and defend claims that might seem nebulous or without precedent? This seminar will answer this question by considering cases such as Piatek v. Happiest Hour, where in 2018 a business ejected a patron for wearing a Make America Great Again hat. In that case, the plaintiff argued that the bar had discriminated against him on the basis of his “creed.” We will discuss the arguments made for and against the plaintiff in this case alongside other such cases...
Jewish law prefers dispute resolution among Jews to take place through mediation or arbitration in a beit din (lit. house of law), a rabbinical forum for dispute resolution. In this CLE, an expert on Jewish law discusses some of the more intricate rules regarding the issue of selecting a forum for dispute resolution, and the director of the Beth Din of America, a rabbinical court based in New York, explains the rabbinical court process, and how decisions are reached, by describing an actual c...
When contemporary business cases are decided through rabbinical court arbitration, procedural and substantive law is determined by utilizing ancient and modern Jewish law texts. But Jewish law recognizes that in the business arena parties enter deals with an expectation that local law and custom will govern their dealings. In addition, the modern day arbitration forum presents interesting procedural issues for a Jewish court. In this CLE, an arbitrator at, and the administrative attorney of...
The process of dividing and distributing real property between spouses in a divorce complex, inconsistent, and confusing. What factors do courts consider in deciding whether a sale, buyout or deferred sale is appropriate? Who will keep the marital home? How do courts divide the proceeds of sale? Can your client recover the money that his or her parents lent on the marital home? Real estate, unlike liquid assets, does not automatically become marital property subject to a 50/50 division even if...
Sports are a powerful part of many marketing and media planning arsenals. Yet recent cases show that even the most experienced marketers and properties can fall into legal traps when marketing around sports events. Misunderstanding governing body rules, local practices, and evolving intellectual property law can crater deals, strain relationships and lead to expensive disputes. With so much at stake, brands, agencies, properties, and athletes need to know when they are exposing themselves to t...
Passed in April of 2016 to protect the personal data of EU citizens, the General Data Protection Regulation (GDPR) of the European Union affected almost every entity that did business online, regardless of whether that business was in the EU or not. Enforceable since May 25th, 2018, and with fines potentially as high as 4% of annual turnover - total sales vs. merely profit - the GDPR was supposed to be a sea change for businesses both in Europe and outside of it. Has it been?
This CLE c...
If a lender requires that their loans be secured by all the personal property of their borrower, Article 9 of the Uniform Commercial Code wholly governs this process. If a lender making a loan creates a security interest in collateral under Article 9, and the loan goes into default, it must also foreclose its security interest under the rules of Article 9. Article 9 is complicated and comprehensive.
This CLE course teaches the basics of the four methods of foreclosing a loan. The i...
National Academy of Continuing Legal Education is a sponsor of CLE activities approved by the Supreme Court of Wisconsin Board of Bar Examiners. All courses offered by the National Academy of Continuing Legal Education have been directly approved by the Board of Bar Examiners (BBE). To view our full accreditation details, please click here.
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