Finance CLE Course Catalog

Join Mike Woeber of Corporate Tax Advisors, Inc. and Michael Silvio of MGO LLP, as they embark on a comprehensive exploration of R&D tax credits. They will provide invaluable insights and actionable strategies to empower organizations to fully leverage these credits. From deciphering qualifying activities and expenditures to mastering documentation requirements, our speakers will guide you through the latest changes and updates in R&D tax credit regulations, so you remain at the forefront of industry knowledge. A thorough review of the current regulations from the Internal Revenue Service related to the Sec. 174 R&D Capitalization will also be discussed along with how this will impact the credit. Speakers will also discuss potential legislation in this area.

Join experienced securities arbitration practitioners Rebecca A. Beers and Debra A. Jenks, Esq. as they delve into the latest trends and pivotal developments in FINRA arbitration and enforcement. The speakers will also provide invaluable insights on the current regulatory focus as well as provide best practices for maintaining compliance in this dynamic financial environment.

In this program, a panel of thought leaders and practitioners assembled by The Knowledge Group will discuss the recent and significant tax controversies. The speakers will provide best approaches on how to effectively navigate the complexities of tax disputes and safeguard their financial stability.

The contemporary legal landscape is in flux, driven by technological advancements, market volatility, and complex client demands. Steering law firms through this intricate matrix requires a unique blend of leadership traits, ones that embrace innovation, champion resilience, and foster collaboration. This session offers an in-depth exploration into the characteristics of today's law firm leaders and the multifaceted challenges they navigate.

Join our session to explore the world of citizen developers, where subject-matter experts drive AI's potential. Our panelists will discuss their journey to become a citizen developer and will highlight their vital role in AI's era of job disruption to include subjects such as negotiating complex contracts, and supporting sales while pursuing "better", cost effective and efficient solutions.

Short message and collaborative communication tools continue to proliferate across the market and present more and more Information Governance and eDiscovery challenges for organizations to grapple with. Our panelists will discuss their best practices, key considerations for short message data governance, and how they manage it in eDiscovery.

From Ideation to Innovation. Witness how the AAA went from identifying client pain points to building and implementing AI solutions via an innovative and democratic program that jump-started the launch of AI tools to enhance client services. Learn how to build a cross-departmental team that ideates, develops and builds AI solutions centered around solving internal and external client pain points.

Generative AI has taken the world and the legal industry by storm, even though law librarians and information professionals know that other types of AI have already been in use in databases for years. The panelists will review the current state of generative AI in legal research platforms, including candid comments from directors on the front lines of implementation and testing. The directors will share their experiences with some of these tools as well as talking about the overall AI roadmap, and specifically, what short and long term impact they think AI will have on legal research and the legal market generally. Generative AI is certainly a hop topic in 2023 and this program will ensure attendees get a preview of what is ahead for the rest of 2024.

This program will discuss how to pursue academic and law firm/legal entity collaboration that will better train law students to be tech fluent and tech forward practitioners ready to meet the ever-changing burden of technical competency required for the ethical practice of law. The discussion will draw on lessons learned through a series of prior, ongoing, and future collaborations which the panelists have been a part of, both collectively and individually.