25-Hour Full MCLE Compliance Package: Business, Compliance, and Transactions

Original price was: $499.Current price is: $249.

FREE FOR MOST MEMBERS

Join first, then login to BHBA+ to access this series.

The Fee Examiner's Perspective: Sensible, Ethical, and Effective Lawyer Billing

Minimize write-offs and judicial concerns. Together, Professor Rapoport and Mr. Bovitz will identify the tips, traps, and best practices of lawyer billing. This fast moving and fun program will focus on best (and not so best) practices of legal billing.

Professor Rapoport serves as a fee examiner in major bankruptcy cases. Her work covers the intersection of ethics with various fields including the behavior of lawyers generally; the dynamics of law firms; the ethics of corporate governance; and the interaction of artificial intelligence with the reasonableness of professional fees.

Any lawyer whom seeks an award of attorney fees or needs to have his or her fees reviewed by a court or a corporate auditor will gain valuable insight from this program.

Ask the speaker a question. Email and be sure to include the program name in the subject line.

AI in the Legal World Ethics, Limits, and Practical Use

This presentation explores how artificial intelligence can be used effectively and ethically in the legal field. Topics include confirmation bias, token limits, hallucinations, context bleed, and personalization. Perhaps most controversial, how AI impacts work product, privilege, and client confidentiality. Learn AI’s best practices for safely integrating it into your legal work without compromising ethics or security.

Matt Whibley, The Vartazarian Law Firm

Top 5 Ethical Issues Seen in the Practice of Law, and How to Navigate Them

Join Certified Legal Malpractice Specialist Annie Thompson, Chief Claims Officer of Lawyers’ Mutual Insurance Company, for a presentation on the Top 5 Ethical Issues seen in the Practice of Law, and How to Navigate Them. This program will include discussions on disengagement, conflicts, disclosing mistakes, setting boundaries, civility, and more.

The Business Case for DEI in Law Firms

This session will explore the tangible business benefits of Diversity, Equity, and Inclusion (DEI) in law firms, including improved client relationships, stronger talent retention, and enhanced firm performance. Participants will gain insights into how DEI drives innovation, reduces legal and reputational risks, and meets evolving client expectations. Through data-driven analysis and real-world examples, attendees will learn how to position DEI as a strategic advantage in the legal industry.

Natalie Norfus, Founder & Managing Owner, HR & Inclusion Strategist, The Norfus Firm, PLLC

Microaggressions and Gaslighting in the Legal Profession

What is implicit bias and how can it manifest in almost undetectable ways in all aspects of the legal profession? Our distinguished panelists have been on every side of the legal profession: attorney, mediator, and judicial officer. They will discuss two prevalent, yet covert ways implicit bias affects every sphere of the legal profession: microaggressions and gaslighting. They will provide real life examples from the legal profession and what we as attorneys can do better to move the legal profession forward.

Legal Tech Revolution: Essential AI & Technology Strategies for Modern Law Firms

The legal landscape is transforming faster than ever, and firms that don't adapt risk losing clients to tech-savvy competitors. This session cuts through the hype to deliver actionable intelligence on AI and emerging technologies that are already reshaping how successful firms operate. Learn to identify game-changing tools, avoid costly implementation mistakes, and position your firm to better serve your clients.

Danny Abir, ACTS Law

Understanding the Intractable Problem of Substance Abuse in the Legal Profession

In this presentation, Mr. Mann provides a review of the brain chemistry of addiction and alcoholism, as well as a discussion of the behavioral and health consequences of the disease. Insights are offered into the personality traits of attorneys and the qualities of the legal profession that combine to make lawyers significantly more susceptible to addiction, and more difficult to treat, than the general population. The presentation includes a case study of an addict attorney, as well as a self-diagnosis exercise for attorneys to utilize if they are concerned that they may have a problem which needs to be addressed. Concluding remarks are directed towards both systemic and individual solutions to the problem, with references to specific strategies and resources available to attorneys. Mr. Mann approaches this very serious topic in a manner that incorporates humor and irony and invites attorneys to engage in a bit of sometimes much-needed self reflection.

David Mann, Northern California Consultant, The Other Bar

The Human Operating System for Lawyers and Law Firms: Building Adaptive, High-Pe

All successful teams consist of unique specialists in both role and psychology. A team of specialists that are aligned with a shared vision, values and mission will always beat a team of generalists. These specializations are what create competitiveness and adaptability.

Evolution is not survival of the fittest; it is survival of the most adaptable. In the practice of law, understanding the specific gifts and challenges of the members on your team unlocks success with your people, process and performance.

In this Human Archetype workshop you will learn how to:

Upgrade your relationships from the golden rule to the platinum rule to access increased resiliency and competitiveness within your practice.
Increase morale, engagement and retention through the power of belonging and affiliation.
Enhance firm performance by improving innovation, efficiency, engagement and retention.
Improve your human operating system with upgraded conflict resolution, critical feedback and accountability skills

This course is taught by anthropologist, author and leadership development coach, Philip Folsom. He lectures at USC Marshall and runs the Wolf Tribe consulting agency that serves notable companies such as Apple, Space X and Red Bull.

Philip Folsom, Wolf Tribe

Civility, Emotional Intelligence and Effective Apology

The lack of civility among lawyers is a persistent issue, with many attorneys prioritizing aggression over professionalism. This culture of incivility—fueled by competitive pressures, egocentrism, presuming bad faith on the part of others and a win-at-all-costs mentality—leads to unnecessary conflicts, increased stress, and inefficiencies in the legal process. While the courts and bar associations promote civility, enforcement is weak, and bad behavior often goes unchecked.

Learning and practicing Emotional Intelligence (EQ) is an effective way to reduce incivility. EQ allows us to experience our own emotions and those of others without necessarily being subject to them. The practice of EQ allows us to choose to respond, rather than react to emotions.

One application of EQ is effective apology. A well-crafted apology can reduce if not resolve conflict. Conversely, an inartful apology can have the opposite effect, often worse than no apology at all.

In this program, within the context of incivility among lawyers, mediator and functional mindfulness teacher Mark Fingerman will present the basics of EQ and then identify and discuss the elements of an effective and ineffective apology, using examples from public discourse such as "The Slap" at the 2022 Oscars.

The takeaways from this course will be of immediate benefit to those attending in their professional and personal lives.

Mark Fingerman, Fingerman Mediation

When Life Gives You Lemon...Law Reform

Having a hard time understanding and implementing all of the changes from AB 1755 and SB 26 into your lemon law practice? Join us for a webinar covering all of the new statutes you need to know, as well as a discussion on how these reforms have been playing out.

Erika Kavicky, Lemon Law Lawyers Group
Michelle Fonseca-Kamana, West Coast Lemons APC

Antitrust in AI World: The Robots Did It

This webinar will explore the increasingly complex world of artificial intelligence as it reshapes market dynamics and antitrust considerations, with a focus on the challenges posed by AI-driven pricing strategies. Our esteemed panelists Barbara A. Reeves, JAMS and Rohit Nath, Susman Godfrey LLP will discuss recent cases, and explore how advanced algorithms might not only automate but potentially manipulate market dynamics, raising critical concerns for antitrust regulators, and antitrust risks for businesses.

Ask the speaker a question. Email and be sure to include the program name in the subject line.

Fundamentals of Corporate Compliance and Strategies for Success

In this session we will discuss the nuts and bolts of a successful corporate compliance program. During this session you will learn:

- What is corporate compliance?
- What is the difference between corporate compliance and regulatory compliance?
- What are the seven elements of a corporate compliance program?
- What are success strategies for a corporate risk assessment?
- What are common areas for corporate compliance pitfalls?

Asha Muldro, Deputy General Counsel, Senior Managing Director, Guidepost Solutions.

Nuts & Bolts of Chapter 7 Bankruptcy

This webinar provides attorneys with a concise overview of Chapter 7 bankruptcy, covering eligibility, filing requirements, and key case strategies. Learn practical tips for preparing petitions, navigating the automatic stay, and working with trustees to effectively represent clients in bankruptcy proceedings.

Lovee Sarenas, Partner, Bankruptcy & Restructuring, Dinsmore & Shohl LLP

Mergers, Acquisitions and Restructuring of Closely Held Business, Part One

Mergers, Acquisitions and Restructuring of Closely Held Business, Part Two

Part two of this four-part series focuses on analysis and structuring of buying and selling C and S corporations, asset purchase compared to stock purchase, Section 338 and Section 336(e) elections, use of spins and F reorganizations, intragroup mergers, and S corporations as targets and acquirers.

Stephen Mihaly, KFB Rice, LLP
Megan Jones, Senior Associate, Pillsbury Winthrop Shaw Pittman LLP

Mergers, Acquisitions and Restructuring of Closely Held Businesses, Part Three

The presentation will cover selected tax and non-tax consequences and issues related to various transactions involving buying, selling and restructuring limited liability companies (LLCs) and partnerships taxed as partnerships for Federal and California income tax purposes. Those transactions include (i) a contribution of assets to a partnership, (ii) a sale of assets of a partnership, (iii) the sale of partnership interests to a third party and another partner, (iv) the liquidation of a partnership with in-kind distributions, (v) the conversion of a general partnership to an LLC, (vi) the conversion of a partnership to a corporation, (vii) a merger of a partnership with another partnership, and (viii) a division of one partnership into two partnerships. The discussion is intended to focus more on big picture issues rather than detailed partnership tax rules.

Layton L. Pace, Attorney-at-Law, Pace Law
Phil Jelsma, Partner, CGS3 Law

Mergers, Acquisitions and Restructuring of Closely Held Businesses, Part Four

Using transactional diagrams, the speakers will cover selected foundational aspects of cross-border mergers, acquisitions, and restructuring transactions. In particular, the transactions covered include:

1. Contribution of assets to a foreign corporation
2. Repatriation of assets held abroad and other onshoring transactions
3. Taxable acquisition of a foreign corporation
4. Spin off of a foreign subsidiary
5. Simple SPAC transactions with cross-border connections
6. Tax free reorganizations in the cross-border space

Nuts and Bolts of Bad Faith and First Party Claims

Go beyond the fine print of first-party insurance coverage with an industry insider and examine the potential implications of how insurance companies handle claims. With challenges such as inflation and climate change putting increased pressure on the industry, insurers continue to face allegations of bad faith. This program will address what does and does not constitute bad faith in California in the context of first-party claims, what damages can arise from alleged bad faith, and factors that may contribute to or mitigate insurers’ exposure. Additionally, current trends will be discussed, including how AI is shaping insurance claims practices and bad faith risks.

Ask the speaker a question. Email and be sure to include the program name in the subject line.

Where Technology Meets Insurance

In the presentation, the panelists will cover opportunities for insurance coverage for losses arising from data breaches and email scams, where companies may be duped into wiring money to fraudsters who impersonate either company executives or outside vendors. In addition, they will discuss insurance coverage opportunities for claims involving the misuse of biometric information. Finally, our speakers will discuss what is covered and not covered by cyber insurance.

Peter Selvin, Chair of Insurance Coverage and Recovery Department, Ervin Cohen & Jessup LLP
Elliot Chen, Associate Ervin Cohen & Jessup LLP

Nuts & Bolts of Trade Secrets

Mindy Morton and Amelia Sargent will discuss the increasing use of trade secrets to protect intellectual property, the key differences between trade secrets and patents, the statutory frameworks for trade secret protection, the elements of a trade secret claim, and key tips and trends in trade secret litigation and enforcement.

Fraud Alert? The Nuts and Bolts of Examinations Under Oath

This program will explore the fundamentals of Examinations Under Oath (EUO). What is the purpose of an EUO and what are its basic parameters? We will explore the foundational question of “what is an EUO?” and how it differs from a deposition. We will then dig deeper to understand how and when insurance carriers employ EUOs and their ultimate goals. We will explore the strategic considerations and preparations attorneys on both sides of the aisle need to consider when preparing themselves or their clients for an EUO. Finally, we will illuminate the pitfalls to avoid when handling an EUO.

Ouch! Piercing the Corporate Veil

This program will provide attorneys an understanding of the fundamentals and nuances of piercing the corporate veil. Program topics will include a discussion of what it means to pierce the corporate veil, applicability to different corporate structures, impact on shareholders, and the elements that the courts may look to in order to determine whether piercing the corporate veil is permissible.

Contracts 101

Justin Goldberg represents clients in various industries, including food and beverage, sports, insurance and reinsurance, cannabis, and automotive, in a wide variety of commercial transactions, including corporate structuring, finance, joint ventures, mergers and acquisitions, corporate compliance, real estate, sponsorships, and general corporate law. Justin?s clients include international corporations, food and beverage companies, auto industry companies, emerging growth companies, cannabis companies, select startups, collegiate sports entities, and prominent individuals. Justin provides effective counsel throughout a company?s business life cycle, from formation through operations, expansion, and eventual sale.

This interactive program will teach you:
How to Write Preamble in a Contract
How to Write Recitals in a Contract
How to Write Words of Agreement in a Contract
How to Write Definitions in a Contract
How to Write Parties' Rights, Obligations and Discretions in a Contract
How to Write a Formula in a Contract
How to Write Indemnification Provisions in a Contract
How to Write Representations and Warranties Provisions in a Contract
How to Write "General Provisions" in a Contract i.e. Assignment Provisions, Declaration Provisions
How to Write Clearly in a Contract
How to ETHICALLY Protect Yourself from Potential or Actual Conflicts of Interest in Drafting a Contract

Mastering the Art of License Agreements

This program, tailored for both newcomers and experienced professionals in the legal and business sectors, will explore the fundamentals and nuances of license agreements. This session will walk you through the critical aspects of negotiating, drafting, and managing license agreements with precision. Whether you are a licensor or a licensee, this webinar will provide you with essential insights to customize your contracts effectively to meet your client’s or business’ unique objectives. A must for professionals looking to deeper their understanding and maximize the benefits of license agreements

Ask the speaker a question. Email and be sure to include the program name in the subject line.

Navigating Ethical Pitfalls Posed by Conflicts of Interest

This program will help you understand and analyze potential conflicts of interest, including in the context of current and former clients, joint representations, subpoenas, and business dealings with clients, among others. This session will also explore the ethical complexities associated with conflict waivers and ethical screens, and will offer best practices for drafting, implementing, and managing these devices while ensuring compliance with applicable ethics rules and guidelines.

Compliance 25 CA Business Transactions

25-Hour Full MCLE Compliance Package: Business, Compliance, and Transactions

Original price was: $499.Current price is: $249.

Free for Most Members Join first, then login to BHBA+ to access this series.

The Fee Examiner's Perspective: Sensible, Ethical, and Effective Lawyer Billing

Minimize write-offs and judicial concerns. Together, Professor Rapoport and Mr. Bovitz will identify the tips, traps, and best practices of lawyer billing. This fast moving and fun program will focus on best (and not so best) practices of legal billing.

Professor Rapoport serves as a fee examiner in major bankruptcy cases. Her work covers the intersection of ethics with various fields including the behavior of lawyers generally; the dynamics of law firms; the ethics of corporate governance; and the interaction of artificial intelligence with the reasonableness of professional fees.

Any lawyer whom seeks an award of attorney fees or needs to have his or her fees reviewed by a court or a corporate auditor will gain valuable insight from this program.

Ask the speaker a question. Email and be sure to include the program name in the subject line.

AI in the Legal World Ethics, Limits, and Practical Use

This presentation explores how artificial intelligence can be used effectively and ethically in the legal field. Topics include confirmation bias, token limits, hallucinations, context bleed, and personalization. Perhaps most controversial, how AI impacts work product, privilege, and client confidentiality. Learn AI’s best practices for safely integrating it into your legal work without compromising ethics or security.

Matt Whibley, The Vartazarian Law Firm

Top 5 Ethical Issues Seen in the Practice of Law, and How to Navigate Them

Join Certified Legal Malpractice Specialist Annie Thompson, Chief Claims Officer of Lawyers’ Mutual Insurance Company, for a presentation on the Top 5 Ethical Issues seen in the Practice of Law, and How to Navigate Them. This program will include discussions on disengagement, conflicts, disclosing mistakes, setting boundaries, civility, and more.

The Business Case for DEI in Law Firms

This session will explore the tangible business benefits of Diversity, Equity, and Inclusion (DEI) in law firms, including improved client relationships, stronger talent retention, and enhanced firm performance. Participants will gain insights into how DEI drives innovation, reduces legal and reputational risks, and meets evolving client expectations. Through data-driven analysis and real-world examples, attendees will learn how to position DEI as a strategic advantage in the legal industry.

Natalie Norfus, Founder & Managing Owner, HR & Inclusion Strategist, The Norfus Firm, PLLC

Microaggressions and Gaslighting in the Legal Profession

What is implicit bias and how can it manifest in almost undetectable ways in all aspects of the legal profession? Our distinguished panelists have been on every side of the legal profession: attorney, mediator, and judicial officer. They will discuss two prevalent, yet covert ways implicit bias affects every sphere of the legal profession: microaggressions and gaslighting. They will provide real life examples from the legal profession and what we as attorneys can do better to move the legal profession forward.

Legal Tech Revolution: Essential AI & Technology Strategies for Modern Law Firms

The legal landscape is transforming faster than ever, and firms that don't adapt risk losing clients to tech-savvy competitors. This session cuts through the hype to deliver actionable intelligence on AI and emerging technologies that are already reshaping how successful firms operate. Learn to identify game-changing tools, avoid costly implementation mistakes, and position your firm to better serve your clients.

Danny Abir, ACTS Law

Understanding the Intractable Problem of Substance Abuse in the Legal Profession

In this presentation, Mr. Mann provides a review of the brain chemistry of addiction and alcoholism, as well as a discussion of the behavioral and health consequences of the disease. Insights are offered into the personality traits of attorneys and the qualities of the legal profession that combine to make lawyers significantly more susceptible to addiction, and more difficult to treat, than the general population. The presentation includes a case study of an addict attorney, as well as a self-diagnosis exercise for attorneys to utilize if they are concerned that they may have a problem which needs to be addressed. Concluding remarks are directed towards both systemic and individual solutions to the problem, with references to specific strategies and resources available to attorneys. Mr. Mann approaches this very serious topic in a manner that incorporates humor and irony and invites attorneys to engage in a bit of sometimes much-needed self reflection.

David Mann, Northern California Consultant, The Other Bar

The Human Operating System for Lawyers and Law Firms: Building Adaptive, High-Pe

All successful teams consist of unique specialists in both role and psychology. A team of specialists that are aligned with a shared vision, values and mission will always beat a team of generalists. These specializations are what create competitiveness and adaptability.

Evolution is not survival of the fittest; it is survival of the most adaptable. In the practice of law, understanding the specific gifts and challenges of the members on your team unlocks success with your people, process and performance.

In this Human Archetype workshop you will learn how to:

Upgrade your relationships from the golden rule to the platinum rule to access increased resiliency and competitiveness within your practice.
Increase morale, engagement and retention through the power of belonging and affiliation.
Enhance firm performance by improving innovation, efficiency, engagement and retention.
Improve your human operating system with upgraded conflict resolution, critical feedback and accountability skills

This course is taught by anthropologist, author and leadership development coach, Philip Folsom. He lectures at USC Marshall and runs the Wolf Tribe consulting agency that serves notable companies such as Apple, Space X and Red Bull.

Philip Folsom, Wolf Tribe

Civility, Emotional Intelligence and Effective Apology

The lack of civility among lawyers is a persistent issue, with many attorneys prioritizing aggression over professionalism. This culture of incivility—fueled by competitive pressures, egocentrism, presuming bad faith on the part of others and a win-at-all-costs mentality—leads to unnecessary conflicts, increased stress, and inefficiencies in the legal process. While the courts and bar associations promote civility, enforcement is weak, and bad behavior often goes unchecked.

Learning and practicing Emotional Intelligence (EQ) is an effective way to reduce incivility. EQ allows us to experience our own emotions and those of others without necessarily being subject to them. The practice of EQ allows us to choose to respond, rather than react to emotions.

One application of EQ is effective apology. A well-crafted apology can reduce if not resolve conflict. Conversely, an inartful apology can have the opposite effect, often worse than no apology at all.

In this program, within the context of incivility among lawyers, mediator and functional mindfulness teacher Mark Fingerman will present the basics of EQ and then identify and discuss the elements of an effective and ineffective apology, using examples from public discourse such as "The Slap" at the 2022 Oscars.

The takeaways from this course will be of immediate benefit to those attending in their professional and personal lives.

Mark Fingerman, Fingerman Mediation

When Life Gives You Lemon...Law Reform

Having a hard time understanding and implementing all of the changes from AB 1755 and SB 26 into your lemon law practice? Join us for a webinar covering all of the new statutes you need to know, as well as a discussion on how these reforms have been playing out.

Erika Kavicky, Lemon Law Lawyers Group
Michelle Fonseca-Kamana, West Coast Lemons APC

Antitrust in AI World: The Robots Did It

This webinar will explore the increasingly complex world of artificial intelligence as it reshapes market dynamics and antitrust considerations, with a focus on the challenges posed by AI-driven pricing strategies. Our esteemed panelists Barbara A. Reeves, JAMS and Rohit Nath, Susman Godfrey LLP will discuss recent cases, and explore how advanced algorithms might not only automate but potentially manipulate market dynamics, raising critical concerns for antitrust regulators, and antitrust risks for businesses.

Ask the speaker a question. Email and be sure to include the program name in the subject line.

Fundamentals of Corporate Compliance and Strategies for Success

In this session we will discuss the nuts and bolts of a successful corporate compliance program. During this session you will learn:

- What is corporate compliance?
- What is the difference between corporate compliance and regulatory compliance?
- What are the seven elements of a corporate compliance program?
- What are success strategies for a corporate risk assessment?
- What are common areas for corporate compliance pitfalls?

Asha Muldro, Deputy General Counsel, Senior Managing Director, Guidepost Solutions.

Nuts & Bolts of Chapter 7 Bankruptcy

This webinar provides attorneys with a concise overview of Chapter 7 bankruptcy, covering eligibility, filing requirements, and key case strategies. Learn practical tips for preparing petitions, navigating the automatic stay, and working with trustees to effectively represent clients in bankruptcy proceedings.

Lovee Sarenas, Partner, Bankruptcy & Restructuring, Dinsmore & Shohl LLP

Mergers, Acquisitions and Restructuring of Closely Held Business, Part One

Mergers, Acquisitions and Restructuring of Closely Held Business, Part Two

Part two of this four-part series focuses on analysis and structuring of buying and selling C and S corporations, asset purchase compared to stock purchase, Section 338 and Section 336(e) elections, use of spins and F reorganizations, intragroup mergers, and S corporations as targets and acquirers.

Stephen Mihaly, KFB Rice, LLP
Megan Jones, Senior Associate, Pillsbury Winthrop Shaw Pittman LLP

Mergers, Acquisitions and Restructuring of Closely Held Businesses, Part Three

The presentation will cover selected tax and non-tax consequences and issues related to various transactions involving buying, selling and restructuring limited liability companies (LLCs) and partnerships taxed as partnerships for Federal and California income tax purposes. Those transactions include (i) a contribution of assets to a partnership, (ii) a sale of assets of a partnership, (iii) the sale of partnership interests to a third party and another partner, (iv) the liquidation of a partnership with in-kind distributions, (v) the conversion of a general partnership to an LLC, (vi) the conversion of a partnership to a corporation, (vii) a merger of a partnership with another partnership, and (viii) a division of one partnership into two partnerships. The discussion is intended to focus more on big picture issues rather than detailed partnership tax rules.

Layton L. Pace, Attorney-at-Law, Pace Law
Phil Jelsma, Partner, CGS3 Law

Mergers, Acquisitions and Restructuring of Closely Held Businesses, Part Four

Using transactional diagrams, the speakers will cover selected foundational aspects of cross-border mergers, acquisitions, and restructuring transactions. In particular, the transactions covered include:

1. Contribution of assets to a foreign corporation
2. Repatriation of assets held abroad and other onshoring transactions
3. Taxable acquisition of a foreign corporation
4. Spin off of a foreign subsidiary
5. Simple SPAC transactions with cross-border connections
6. Tax free reorganizations in the cross-border space

Nuts and Bolts of Bad Faith and First Party Claims

Go beyond the fine print of first-party insurance coverage with an industry insider and examine the potential implications of how insurance companies handle claims. With challenges such as inflation and climate change putting increased pressure on the industry, insurers continue to face allegations of bad faith. This program will address what does and does not constitute bad faith in California in the context of first-party claims, what damages can arise from alleged bad faith, and factors that may contribute to or mitigate insurers’ exposure. Additionally, current trends will be discussed, including how AI is shaping insurance claims practices and bad faith risks.

Ask the speaker a question. Email and be sure to include the program name in the subject line.

Where Technology Meets Insurance

In the presentation, the panelists will cover opportunities for insurance coverage for losses arising from data breaches and email scams, where companies may be duped into wiring money to fraudsters who impersonate either company executives or outside vendors. In addition, they will discuss insurance coverage opportunities for claims involving the misuse of biometric information. Finally, our speakers will discuss what is covered and not covered by cyber insurance.

Peter Selvin, Chair of Insurance Coverage and Recovery Department, Ervin Cohen & Jessup LLP
Elliot Chen, Associate Ervin Cohen & Jessup LLP

Nuts & Bolts of Trade Secrets

Mindy Morton and Amelia Sargent will discuss the increasing use of trade secrets to protect intellectual property, the key differences between trade secrets and patents, the statutory frameworks for trade secret protection, the elements of a trade secret claim, and key tips and trends in trade secret litigation and enforcement.

Fraud Alert? The Nuts and Bolts of Examinations Under Oath

This program will explore the fundamentals of Examinations Under Oath (EUO). What is the purpose of an EUO and what are its basic parameters? We will explore the foundational question of “what is an EUO?” and how it differs from a deposition. We will then dig deeper to understand how and when insurance carriers employ EUOs and their ultimate goals. We will explore the strategic considerations and preparations attorneys on both sides of the aisle need to consider when preparing themselves or their clients for an EUO. Finally, we will illuminate the pitfalls to avoid when handling an EUO.

Ouch! Piercing the Corporate Veil

This program will provide attorneys an understanding of the fundamentals and nuances of piercing the corporate veil. Program topics will include a discussion of what it means to pierce the corporate veil, applicability to different corporate structures, impact on shareholders, and the elements that the courts may look to in order to determine whether piercing the corporate veil is permissible.

Contracts 101

Justin Goldberg represents clients in various industries, including food and beverage, sports, insurance and reinsurance, cannabis, and automotive, in a wide variety of commercial transactions, including corporate structuring, finance, joint ventures, mergers and acquisitions, corporate compliance, real estate, sponsorships, and general corporate law. Justin?s clients include international corporations, food and beverage companies, auto industry companies, emerging growth companies, cannabis companies, select startups, collegiate sports entities, and prominent individuals. Justin provides effective counsel throughout a company?s business life cycle, from formation through operations, expansion, and eventual sale.

This interactive program will teach you:
How to Write Preamble in a Contract
How to Write Recitals in a Contract
How to Write Words of Agreement in a Contract
How to Write Definitions in a Contract
How to Write Parties' Rights, Obligations and Discretions in a Contract
How to Write a Formula in a Contract
How to Write Indemnification Provisions in a Contract
How to Write Representations and Warranties Provisions in a Contract
How to Write "General Provisions" in a Contract i.e. Assignment Provisions, Declaration Provisions
How to Write Clearly in a Contract
How to ETHICALLY Protect Yourself from Potential or Actual Conflicts of Interest in Drafting a Contract

Mastering the Art of License Agreements

This program, tailored for both newcomers and experienced professionals in the legal and business sectors, will explore the fundamentals and nuances of license agreements. This session will walk you through the critical aspects of negotiating, drafting, and managing license agreements with precision. Whether you are a licensor or a licensee, this webinar will provide you with essential insights to customize your contracts effectively to meet your client’s or business’ unique objectives. A must for professionals looking to deeper their understanding and maximize the benefits of license agreements

Ask the speaker a question. Email and be sure to include the program name in the subject line.

Navigating Ethical Pitfalls Posed by Conflicts of Interest

This program will help you understand and analyze potential conflicts of interest, including in the context of current and former clients, joint representations, subpoenas, and business dealings with clients, among others. This session will also explore the ethical complexities associated with conflict waivers and ethical screens, and will offer best practices for drafting, implementing, and managing these devices while ensuring compliance with applicable ethics rules and guidelines.

Compliance 25 CA Business Transactions
About the Series

This 25-credit California Business MCLE package provides attorneys with a well-rounded, practical curriculum focused on the legal, ethical, and strategic issues that arise in modern business practice. The programs address lawyer billing and fee disputes, professional responsibility, DEI and bias awareness, law firm operations, and the growing role of AI and technology in business law. Substantive coverage includes antitrust, corporate compliance, bankruptcy, insurance and bad faith claims, and a multi-part deep dive into mergers, acquisitions, and restructuring of closely held businesses. Designed for attorneys advising businesses, entrepreneurs, and organizations, this package satisfies full MCLE requirements while strengthening the skills needed to navigate complex transactions and high-stakes business matters with confidence.

This package fulfills all California MCLE requirements, including 4 hours of Legal Ethics, 2 hours of Elimination of Bias (including 1 hour of Implicit Bias), 2 hours of Competence Issues (including 1 optional hour of Wellness Competence), 1 hour of Civility, and 1 hour of Technology credit.

Implicit Bias programs beyond one hour are applied to Elimination of Bias, and once that requirement is satisfied, to general credit. Wellness Competence is optional, and one hour may be used toward your Competence requirement. Additional Wellness Competence programs will apply to general credit. In all other special subjects, once you satisfy the requirement any additional hours you complete in that category automatically apply to general CLE credit.

The Fee Examiner's Perspective: Sensible, Ethical, and Effective Lawyer Billing

Minimize write-offs and judicial concerns. Together, Professor Rapoport and Mr. Bovitz will identify the tips, traps, and best practices of lawyer billing. This fast moving and fun program will focus on best (and not so best) practices of legal billing.

Professor Rapoport serves as a fee examiner in major bankruptcy cases. Her work covers the intersection of ethics with various fields including the behavior of lawyers generally; the dynamics of law firms; the ethics of corporate governance; and the interaction of artificial intelligence with the reasonableness of professional fees.

Any lawyer whom seeks an award of attorney fees or needs to have his or her fees reviewed by a court or a corporate auditor will gain valuable insight from this program.

Ask the speaker a question. Email and be sure to include the program name in the subject line.

AI in the Legal World Ethics, Limits, and Practical Use

This presentation explores how artificial intelligence can be used effectively and ethically in the legal field. Topics include confirmation bias, token limits, hallucinations, context bleed, and personalization. Perhaps most controversial, how AI impacts work product, privilege, and client confidentiality. Learn AI’s best practices for safely integrating it into your legal work without compromising ethics or security.

Matt Whibley, The Vartazarian Law Firm

Top 5 Ethical Issues Seen in the Practice of Law, and How to Navigate Them

Join Certified Legal Malpractice Specialist Annie Thompson, Chief Claims Officer of Lawyers’ Mutual Insurance Company, for a presentation on the Top 5 Ethical Issues seen in the Practice of Law, and How to Navigate Them. This program will include discussions on disengagement, conflicts, disclosing mistakes, setting boundaries, civility, and more.

The Business Case for DEI in Law Firms

This session will explore the tangible business benefits of Diversity, Equity, and Inclusion (DEI) in law firms, including improved client relationships, stronger talent retention, and enhanced firm performance. Participants will gain insights into how DEI drives innovation, reduces legal and reputational risks, and meets evolving client expectations. Through data-driven analysis and real-world examples, attendees will learn how to position DEI as a strategic advantage in the legal industry.

Natalie Norfus, Founder & Managing Owner, HR & Inclusion Strategist, The Norfus Firm, PLLC

Microaggressions and Gaslighting in the Legal Profession

What is implicit bias and how can it manifest in almost undetectable ways in all aspects of the legal profession? Our distinguished panelists have been on every side of the legal profession: attorney, mediator, and judicial officer. They will discuss two prevalent, yet covert ways implicit bias affects every sphere of the legal profession: microaggressions and gaslighting. They will provide real life examples from the legal profession and what we as attorneys can do better to move the legal profession forward.

Legal Tech Revolution: Essential AI & Technology Strategies for Modern Law Firms

The legal landscape is transforming faster than ever, and firms that don't adapt risk losing clients to tech-savvy competitors. This session cuts through the hype to deliver actionable intelligence on AI and emerging technologies that are already reshaping how successful firms operate. Learn to identify game-changing tools, avoid costly implementation mistakes, and position your firm to better serve your clients.

Danny Abir, ACTS Law

Understanding the Intractable Problem of Substance Abuse in the Legal Profession

In this presentation, Mr. Mann provides a review of the brain chemistry of addiction and alcoholism, as well as a discussion of the behavioral and health consequences of the disease. Insights are offered into the personality traits of attorneys and the qualities of the legal profession that combine to make lawyers significantly more susceptible to addiction, and more difficult to treat, than the general population. The presentation includes a case study of an addict attorney, as well as a self-diagnosis exercise for attorneys to utilize if they are concerned that they may have a problem which needs to be addressed. Concluding remarks are directed towards both systemic and individual solutions to the problem, with references to specific strategies and resources available to attorneys. Mr. Mann approaches this very serious topic in a manner that incorporates humor and irony and invites attorneys to engage in a bit of sometimes much-needed self reflection.

David Mann, Northern California Consultant, The Other Bar

The Human Operating System for Lawyers and Law Firms: Building Adaptive, High-Pe

All successful teams consist of unique specialists in both role and psychology. A team of specialists that are aligned with a shared vision, values and mission will always beat a team of generalists. These specializations are what create competitiveness and adaptability.

Evolution is not survival of the fittest; it is survival of the most adaptable. In the practice of law, understanding the specific gifts and challenges of the members on your team unlocks success with your people, process and performance.

In this Human Archetype workshop you will learn how to:

Upgrade your relationships from the golden rule to the platinum rule to access increased resiliency and competitiveness within your practice.
Increase morale, engagement and retention through the power of belonging and affiliation.
Enhance firm performance by improving innovation, efficiency, engagement and retention.
Improve your human operating system with upgraded conflict resolution, critical feedback and accountability skills

This course is taught by anthropologist, author and leadership development coach, Philip Folsom. He lectures at USC Marshall and runs the Wolf Tribe consulting agency that serves notable companies such as Apple, Space X and Red Bull.

Philip Folsom, Wolf Tribe

Civility, Emotional Intelligence and Effective Apology

The lack of civility among lawyers is a persistent issue, with many attorneys prioritizing aggression over professionalism. This culture of incivility—fueled by competitive pressures, egocentrism, presuming bad faith on the part of others and a win-at-all-costs mentality—leads to unnecessary conflicts, increased stress, and inefficiencies in the legal process. While the courts and bar associations promote civility, enforcement is weak, and bad behavior often goes unchecked.

Learning and practicing Emotional Intelligence (EQ) is an effective way to reduce incivility. EQ allows us to experience our own emotions and those of others without necessarily being subject to them. The practice of EQ allows us to choose to respond, rather than react to emotions.

One application of EQ is effective apology. A well-crafted apology can reduce if not resolve conflict. Conversely, an inartful apology can have the opposite effect, often worse than no apology at all.

In this program, within the context of incivility among lawyers, mediator and functional mindfulness teacher Mark Fingerman will present the basics of EQ and then identify and discuss the elements of an effective and ineffective apology, using examples from public discourse such as "The Slap" at the 2022 Oscars.

The takeaways from this course will be of immediate benefit to those attending in their professional and personal lives.

Mark Fingerman, Fingerman Mediation

When Life Gives You Lemon...Law Reform

Having a hard time understanding and implementing all of the changes from AB 1755 and SB 26 into your lemon law practice? Join us for a webinar covering all of the new statutes you need to know, as well as a discussion on how these reforms have been playing out.

Erika Kavicky, Lemon Law Lawyers Group
Michelle Fonseca-Kamana, West Coast Lemons APC

Antitrust in AI World: The Robots Did It

This webinar will explore the increasingly complex world of artificial intelligence as it reshapes market dynamics and antitrust considerations, with a focus on the challenges posed by AI-driven pricing strategies. Our esteemed panelists Barbara A. Reeves, JAMS and Rohit Nath, Susman Godfrey LLP will discuss recent cases, and explore how advanced algorithms might not only automate but potentially manipulate market dynamics, raising critical concerns for antitrust regulators, and antitrust risks for businesses.

Ask the speaker a question. Email and be sure to include the program name in the subject line.

Fundamentals of Corporate Compliance and Strategies for Success

In this session we will discuss the nuts and bolts of a successful corporate compliance program. During this session you will learn:

- What is corporate compliance?
- What is the difference between corporate compliance and regulatory compliance?
- What are the seven elements of a corporate compliance program?
- What are success strategies for a corporate risk assessment?
- What are common areas for corporate compliance pitfalls?

Asha Muldro, Deputy General Counsel, Senior Managing Director, Guidepost Solutions.

Nuts & Bolts of Chapter 7 Bankruptcy

This webinar provides attorneys with a concise overview of Chapter 7 bankruptcy, covering eligibility, filing requirements, and key case strategies. Learn practical tips for preparing petitions, navigating the automatic stay, and working with trustees to effectively represent clients in bankruptcy proceedings.

Lovee Sarenas, Partner, Bankruptcy & Restructuring, Dinsmore & Shohl LLP

Mergers, Acquisitions and Restructuring of Closely Held Business, Part One

Mergers, Acquisitions and Restructuring of Closely Held Business, Part Two

Part two of this four-part series focuses on analysis and structuring of buying and selling C and S corporations, asset purchase compared to stock purchase, Section 338 and Section 336(e) elections, use of spins and F reorganizations, intragroup mergers, and S corporations as targets and acquirers.

Stephen Mihaly, KFB Rice, LLP
Megan Jones, Senior Associate, Pillsbury Winthrop Shaw Pittman LLP

Mergers, Acquisitions and Restructuring of Closely Held Businesses, Part Three

The presentation will cover selected tax and non-tax consequences and issues related to various transactions involving buying, selling and restructuring limited liability companies (LLCs) and partnerships taxed as partnerships for Federal and California income tax purposes. Those transactions include (i) a contribution of assets to a partnership, (ii) a sale of assets of a partnership, (iii) the sale of partnership interests to a third party and another partner, (iv) the liquidation of a partnership with in-kind distributions, (v) the conversion of a general partnership to an LLC, (vi) the conversion of a partnership to a corporation, (vii) a merger of a partnership with another partnership, and (viii) a division of one partnership into two partnerships. The discussion is intended to focus more on big picture issues rather than detailed partnership tax rules.

Layton L. Pace, Attorney-at-Law, Pace Law
Phil Jelsma, Partner, CGS3 Law

Mergers, Acquisitions and Restructuring of Closely Held Businesses, Part Four

Using transactional diagrams, the speakers will cover selected foundational aspects of cross-border mergers, acquisitions, and restructuring transactions. In particular, the transactions covered include:

1. Contribution of assets to a foreign corporation
2. Repatriation of assets held abroad and other onshoring transactions
3. Taxable acquisition of a foreign corporation
4. Spin off of a foreign subsidiary
5. Simple SPAC transactions with cross-border connections
6. Tax free reorganizations in the cross-border space

Nuts and Bolts of Bad Faith and First Party Claims

Go beyond the fine print of first-party insurance coverage with an industry insider and examine the potential implications of how insurance companies handle claims. With challenges such as inflation and climate change putting increased pressure on the industry, insurers continue to face allegations of bad faith. This program will address what does and does not constitute bad faith in California in the context of first-party claims, what damages can arise from alleged bad faith, and factors that may contribute to or mitigate insurers’ exposure. Additionally, current trends will be discussed, including how AI is shaping insurance claims practices and bad faith risks.

Ask the speaker a question. Email and be sure to include the program name in the subject line.

Where Technology Meets Insurance

In the presentation, the panelists will cover opportunities for insurance coverage for losses arising from data breaches and email scams, where companies may be duped into wiring money to fraudsters who impersonate either company executives or outside vendors. In addition, they will discuss insurance coverage opportunities for claims involving the misuse of biometric information. Finally, our speakers will discuss what is covered and not covered by cyber insurance.

Peter Selvin, Chair of Insurance Coverage and Recovery Department, Ervin Cohen & Jessup LLP
Elliot Chen, Associate Ervin Cohen & Jessup LLP

Nuts & Bolts of Trade Secrets

Mindy Morton and Amelia Sargent will discuss the increasing use of trade secrets to protect intellectual property, the key differences between trade secrets and patents, the statutory frameworks for trade secret protection, the elements of a trade secret claim, and key tips and trends in trade secret litigation and enforcement.

Fraud Alert? The Nuts and Bolts of Examinations Under Oath

This program will explore the fundamentals of Examinations Under Oath (EUO). What is the purpose of an EUO and what are its basic parameters? We will explore the foundational question of “what is an EUO?” and how it differs from a deposition. We will then dig deeper to understand how and when insurance carriers employ EUOs and their ultimate goals. We will explore the strategic considerations and preparations attorneys on both sides of the aisle need to consider when preparing themselves or their clients for an EUO. Finally, we will illuminate the pitfalls to avoid when handling an EUO.

Ouch! Piercing the Corporate Veil

This program will provide attorneys an understanding of the fundamentals and nuances of piercing the corporate veil. Program topics will include a discussion of what it means to pierce the corporate veil, applicability to different corporate structures, impact on shareholders, and the elements that the courts may look to in order to determine whether piercing the corporate veil is permissible.

Contracts 101

Justin Goldberg represents clients in various industries, including food and beverage, sports, insurance and reinsurance, cannabis, and automotive, in a wide variety of commercial transactions, including corporate structuring, finance, joint ventures, mergers and acquisitions, corporate compliance, real estate, sponsorships, and general corporate law. Justin?s clients include international corporations, food and beverage companies, auto industry companies, emerging growth companies, cannabis companies, select startups, collegiate sports entities, and prominent individuals. Justin provides effective counsel throughout a company?s business life cycle, from formation through operations, expansion, and eventual sale.

This interactive program will teach you:
How to Write Preamble in a Contract
How to Write Recitals in a Contract
How to Write Words of Agreement in a Contract
How to Write Definitions in a Contract
How to Write Parties' Rights, Obligations and Discretions in a Contract
How to Write a Formula in a Contract
How to Write Indemnification Provisions in a Contract
How to Write Representations and Warranties Provisions in a Contract
How to Write "General Provisions" in a Contract i.e. Assignment Provisions, Declaration Provisions
How to Write Clearly in a Contract
How to ETHICALLY Protect Yourself from Potential or Actual Conflicts of Interest in Drafting a Contract

Mastering the Art of License Agreements

This program, tailored for both newcomers and experienced professionals in the legal and business sectors, will explore the fundamentals and nuances of license agreements. This session will walk you through the critical aspects of negotiating, drafting, and managing license agreements with precision. Whether you are a licensor or a licensee, this webinar will provide you with essential insights to customize your contracts effectively to meet your client’s or business’ unique objectives. A must for professionals looking to deeper their understanding and maximize the benefits of license agreements

Ask the speaker a question. Email and be sure to include the program name in the subject line.

Navigating Ethical Pitfalls Posed by Conflicts of Interest

This program will help you understand and analyze potential conflicts of interest, including in the context of current and former clients, joint representations, subpoenas, and business dealings with clients, among others. This session will also explore the ethical complexities associated with conflict waivers and ethical screens, and will offer best practices for drafting, implementing, and managing these devices while ensuring compliance with applicable ethics rules and guidelines.

The Fee Examiner's Perspective: Sensible, Ethical, and Effective Lawyer Billing
(1.00,
Legal Ethics)
The Fee Examiner's Perspective: Sensible, Ethical, and Effective Lawyer Billing
(1.00,
Legal Ethics)
AI in the Legal World Ethics, Limits, and Practical Use
(1.00,
Legal Ethics)
AI in the Legal World Ethics, Limits, and Practical Use
(1.00,
Legal Ethics)
Top 5 Ethical Issues Seen in the Practice of Law, and How to Navigate Them
(1.00,
Legal Ethics)
Top 5 Ethical Issues Seen in the Practice of Law, and How to Navigate Them
(1.00,
Legal Ethics)
The Business Case for DEI in Law Firms
(1.00,
Elimination of Bias)
The Business Case for DEI in Law Firms
(1.00,
Elimination of Bias)
Microaggressions and Gaslighting in the Legal Profession
(1.00,
Implicit Bias)
Microaggressions and Gaslighting in the Legal Profession
(1.00,
Implicit Bias)
Legal Tech Revolution: Essential AI & Technology Strategies for Modern Law Firms
(1.00,
Technology)
Legal Tech Revolution: Essential AI & Technology Strategies for Modern Law Firms
(1.00,
Technology)
Understanding the Intractable Problem of Substance Abuse in the Legal Profession
(1.00,
Competence Issues)
Understanding the Intractable Problem of Substance Abuse in the Legal Profession
(1.00,
Competence Issues)
The Human Operating System for Lawyers and Law Firms: Building Adaptive, High-Pe
(1.25,
Wellness Competence)
The Human Operating System for Lawyers and Law Firms: Building Adaptive, High-Pe
(1.25,
Wellness Competence)
Civility, Emotional Intelligence and Effective Apology
(1.25,
Civility)
Civility, Emotional Intelligence and Effective Apology
(1.25,
Civility)
When Life Gives You Lemon...Law Reform
(1.00,
General)
When Life Gives You Lemon...Law Reform
(1.00,
General)
Antitrust in AI World: The Robots Did It
(1.00,
Technology)
Antitrust in AI World: The Robots Did It
(1.00,
Technology)
Fundamentals of Corporate Compliance and Strategies for Success
(1.00,
General)
Fundamentals of Corporate Compliance and Strategies for Success
(1.00,
General)
Nuts & Bolts of Chapter 7 Bankruptcy
(1.00,
General)
Nuts & Bolts of Chapter 7 Bankruptcy
(1.00,
General)
Mergers, Acquisitions and Restructuring of Closely Held Business, Part One
(1.00,
General)
Mergers, Acquisitions and Restructuring of Closely Held Business, Part One
(1.00,
General)
Mergers, Acquisitions and Restructuring of Closely Held Business, Part Two
(1.00,
General)
Mergers, Acquisitions and Restructuring of Closely Held Business, Part Two
(1.00,
General)
Mergers, Acquisitions and Restructuring of Closely Held Businesses, Part Three
(1.00,
General)
Mergers, Acquisitions and Restructuring of Closely Held Businesses, Part Three
(1.00,
General)
Mergers, Acquisitions and Restructuring of Closely Held Businesses, Part Four
(1.00,
General)
Mergers, Acquisitions and Restructuring of Closely Held Businesses, Part Four
(1.00,
General)
Nuts and Bolts of Bad Faith and First Party Claims
(1.00,
General)
Nuts and Bolts of Bad Faith and First Party Claims
(1.00,
General)
Where Technology Meets Insurance
(1.00,
General)
Where Technology Meets Insurance
(1.00,
General)
Nuts & Bolts of Trade Secrets
(1.00,
General)
Nuts & Bolts of Trade Secrets
(1.00,
General)
Fraud Alert? The Nuts and Bolts of Examinations Under Oath
(1.00,
General)
Fraud Alert? The Nuts and Bolts of Examinations Under Oath
(1.00,
General)
Ouch! Piercing the Corporate Veil
(1.00,
General)
Ouch! Piercing the Corporate Veil
(1.00,
General)
Contracts 101
(1.00,
General)
Contracts 101
(1.00,
General)
Mastering the Art of License Agreements
(1.00,
General)
Mastering the Art of License Agreements
(1.00,
General)
Navigating Ethical Pitfalls Posed by Conflicts of Interest
(1.00,
Legal Ethics)
Navigating Ethical Pitfalls Posed by Conflicts of Interest
(1.00,
Legal Ethics)
Accreditation
CLE Credit Hours:
25.00
Specialty Area:
None
Accredited in:
California

This series is accredited as described above. For assistance or inquiries about CLE credit in other jurisdictions, please contact us at .

Award-Winning. Nationally Recognized. Always Relevant.

The Beverly Hills Bar Association (BHBA) is an award-winning leader in continuing legal education. Designed by experts from 45 sections, BHBA CLEs go beyond the standard check-the-box format. Each program delivers timely, relevant, and practical insights on today’s most pressing legal issues—giving you a real edge in your practice. With over 1,000 multi-state accredited CLEs spanning dozens of practice areas, BHBA offers engaging programs delivered by top legal experts from across the country. Whether live, OnDemand, or via podcast, you can watch or listen whenever—and wherever—it works for you.

Track your credits automatically with a personalized dashboard that lets you monitor progress, view deadlines, and access certificates—all in one place.

Built for lawyers, by lawyers, to keep you ahead.