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Corporate Recordkeeping Techniques for Paralegals

Date: Tuesday, November 13, 2018
Time: 1:00 - 2:30 pm EST
Length: 90 minutes

Sponsored by Lorman Education Services


Registration for Session Only: $199.00

Registration plus Session Recording and Written Materials: $268.00
 

Description:

Get a firm grasp on the different types of corporate entities and gain the skills to confidently update and modify corporate documents.

This topic will cover corporate recordkeeping techniques for paralegals, and will emphasize practical skills.

 Explore the different types of entities, the basic documents underlying the entities, and the procedures to update and modify such documents; the drafting of resolutions and the maintenance of corporate minute books, including stock ledgers and blue sky issues.

Also explore contract maintenance and review. This topic is designed to afford you a practical skill set approach to common corporate recordkeeping issues.

Areas Covered in the Session:

Understanding Corporate Formalities

  • Formation Documents
    • Articles of Incorporation
    • LLC Formation
    • Partnership Certificates
  • Operational Documents
    • Bylaws/Shareholders Agreements
    • Operating Agreement
    • Partnership Agreement
  • Proper Execution
Updating Documents
  • Authorization
    • Determining Proper Procedures
    • Implementation
  • Amendment vs. Restatement
Minutes
  • Purpose; Keeping Accurate Records
  • Consents; Drafting Resolutions
Federal/State Filings
  • Annual Renewals
  • SEC Filings
Corporate Governance
  • Issuance of Securities
    • Maintaining a Stock Ledger
  • Review/Update of Corporate Minute Books
  • Blue Sky Issues
Contract Review
  • Term/Parties
  • Operative Provisions
  • Boilerplate

Credit Information (Sponsored by Lorman Education Services):

  • NALA
  • NFPA
  • Paralegals
For Detailed Credit Information page click here

Only registered attendee will receive continuing education credit.

Instructor Profile:

Alan H. Aronson, Akerman LLP

  • Partner with Akerman LLP
  • More than 35 years of experience representing clients in public and private securities transactions, mergers and acquisitions, venture capital transactions, advising broker-dealers and investment advisors, and providing counsel on corporate governance and compliance matters
  • Inaugural and past chair of the Dade County Bar Association’s Business Law Committee, a past chair of the Corporations, Securities and Financial Services Committee of The Florida Bar’s Business Law Section
  • Served on The Florida Board of Bar Examiners by appointment of the Supreme Court of the State of Florida
  • Frequent lecturer on securities and corporate topics and is a contributing writer to numerous publications
  • Named in Florida Trend’s Legal Elite; The Best Lawyers in America, 2011 to 2014, securities law; Super Lawyers magazine, 2011 to 2014; and was selected as the 2008 and 2011 Member of the Year for The Florida Bar’s Business Law Section

(Not available outside the US)