Agenda / Content Covered

All times are shown in Eastern time.

1. Drafting Organizational Documents
   11:00 - 12:15, Steven Franckhauser
   1. Key Terms and Provisions - Review of Sample Charters and Bylaws
   2. Establishing Effective Guidelines for Corporate Governance
   3. Avoiding Common and Costly Mistakes
2. Maintaining Corporate Records
   12:30 - 1:45, Brian J. Pezzillo
   1. Bylaws: How to Administer and Monitor Changes
   2. Effective Ways to Prepare Corporate Minutes
   3. Keeping Accurate Records of Directors' and Stockholders' Meetings
   4. Recording Elections of Officers and Directors
   5. Obtaining Board & Stockholder Consents
   6. Drafting Shareholder Agreements
   7. Maintaining Stock Ledgers and Shareholder Registers
   8. Maintaining Real Property Records
   9. Assisting With the Sale, Transfer and Redemption of Stock
3. Due Diligence in Corporate Transactions
   2:15 - 3:30, Steven Franckhauser
   1. Process Overview and Paralegal's Role
   2. Organizing and Defining the Due Diligence Investigation
   3. Assisting in Different Areas of Investigation
   4. Tips for Conducting a Thorough and Efficient Due Diligence Investigation
   5. Documenting Your Findings
4. Trademarks and Patent Refresher
   3:30 - 4:45, Steven Franckhauser
   1. Research Standards in Filing Trademark and Corporate Names
   2. Setting Up Procedures and Schedules of Research
   3. Trademark Process
   4. Trade/Service Mark Licensing Issues
   5. Conducting Patent Searches: Research Strategies and Internet Resources
   6. Assignment and Transfer of Intellectual Property
5. Ethics
   5:00 - 6:00, Steven E. Cope
   1. The Company, the Board, the CEO - Who is the Client?
   2. Avoiding Situations That May Expose You to UPL
   3. Requirements for Attorney Supervision
   4. Distinguishing Between Privileged and Non-Privileged Communications

Accreditation Details:

STEVEN E. COPE is a managing member and principal attorney in the Cope Law Firm founded in Portland, Maine, successor to Cope and Cope, P.A. He maintains a general practice, with emphases in business transactions and organizations, real estate, estate planning, commercial law, and creditor/debtor practice and litigation. Mr. Cope is a member of the Maine State and Cumberland County bar associations. He received his B.A. degree from the University of Pennsylvania and his J.D. degree from Boston College Law School. Mr. Cope is admitted to practice before the bars of the State of Maine and Commonwealth of Massachusetts and continues to maintain active status in both jurisdictions.

STEVEN FRANCKHAUSER, CIPP, is chief legal officer at Bertison-George, LLC, with offices in Orlando, Florida and Columbus, Ohio. Over the course of his diverse legal career, Mr. Franckhauser has litigated several jury trials, crafted and negotiated contracts with public and private entities in all 50 states, as well as several foreign countries, arbitrated disputes for FINRA and acted as general counsel and corporate secretary for top 60 professional services firms. Mr. Franckhauser currently focuses his efforts on data privacy and cyber security with emphasis on the contractual terms and conditions for supply chain data risk management. He is an adjunct professor of law at the Duquesne University School of Law and the Pennsylvania State University where he has taught information privacy and security in the College of Information Science and Technology. Mr. Franckhauser serves on various industry-related organizations boards, is a frequent lecturer and speaker on cyber security, data privacy and contractual best practices. He is a trained and experienced arbitrator, mediator and business counselor. Mr. Franckhauser earned his B.A. degree from The Ohio State University and J.D. degree from the Duquesne University School of Law.

BRIAN J. PEZZILLO is a member of Howard & Howard Attorneys, PLLC, where he practices in the areas of medical and recreational marijuana, construction law, and litigation and appeals. He is admitted to practice in New Mexico, Nevada, North Dakota, Arizona, Colorado and before the U.S. District Court, districts of Nevada and New Mexico; and U.S. Court of Appeals, 9th and 11th circuits. Mr. Pezzillo is a member of State Bar of Nevada, State Bar of New Mexico, American Bar Association and Clark County Bar Association. He serves as an arbitrator and mediator with the American Arbitration Association and the State Bar of Nevada's Fee Dispute Committee, as well as serving as a non-public arbitrator for the Financial Industry Regulatory Authority (FINRA) and as a member of the Southern Nevada Disciplinary Panel. Mr. Pezzillo is also accredited by the International Association of Privacy Professionals (IAPP) as a certified information privacy professional/Europe (CIPP/E) and a certified information privacy manager (CIPM). He is also a fellow of the Construction Lawyers Society of America (CLSA), and has been listed as a Mountain States Super Lawyer and a Best Lawyer in America. Mr. Pezzillo earned his B.B.A. degree from the University of New Mexico, Albuquerque, and his J.D. degree from the University of New Mexico School of Law in Albuquerque, New Mexico, and a graduate certificate from Drexel University in privacy and cybersecurity.