Legal & Business Ethics: Business Plans and Advice Giving that Doesn't Compromise Integrity

(5291 Ratings)

Produced on: January 28, 2016

Course Format On Demand Audio

Taught by

Categories:

Course Description

Time 62 minutes
Difficulty Intermediate

Startups provide attorneys with a unique opportunity to offer value at an early stage by assisting with both legal and non-legal documents, such as business plans. Business plans are critical communications, as they outline a budding company’s mission, goals and projections. However, there is a fine line between aspiration and sales puffery, or exaggeration and mere conjecture.

In this course, viewers learn how to guide their entrepreneur clients through the frequent tug of war between business optimism and negligent communications. Find out the attorney’s ethical duties in the creation or review of the business plan including how an attorney works with a startup’s business consultant and what should or must an attorney do if they find out they’ve been deceived, tricked or misled by their client. 

Join Rania V. Sedhom, Founding Member, Sedhom Law Group, PLLC, a Bespoke Law FirmTM and Erika Gutierrez, business consultant and strategist, as they discuss the ethics of business plans and communications. 

Learning Objectives:

I.     Understand what comprises a business plan

II.    Learn about other investor and would-be investor communications

III.   Grasp major ethical issues that may arise

IV.   Identify the relevant attorney ethical rules and opinions

Faculty

Rania V. Sedhom

Sedhom Law Group, PLLC

Rania V. Sedhom, Managing Partner of the firm, is an attorney who provides practical and efficient solutions to complex problems. Rania has extraordinary interpersonal skills that allow her to forge win-win relationships across diverse organizations and cross-functional stakeholders. She is also a skilled legal and business commentator with appearances on national print and TV media, including L.A. Times, the Chicago Tribune, the Baltimore Sun, Forbes, Inc., Business Week, and CNN Money. 

 Rania is admitted to the Bars of the State of New York and New Jersey, the Eastern District of New York, the Southern District of New York, the District of New Jersey and the Third Circuit. Rania attended Syracuse University College of Law, where she was Editor of The Labor Lawyer and The Digest and served as Vice-Justice of the Phi Alpha Delta Law Fraternity. Prior to law school, Rania attended Columbia University where she majored in political science.

Erika has over 15 years of experience in luxury fashion and e-Commerce start-ups. She began in sales, and quickly moved up the ladder. After reaching the peak at brick and mortars, and launching a luxury flagship of Italian accessories in Manhattan, she understood the next logical step was to help build a company from the ground up. 

 

This pushed her into one of the most disruptive online multi-brand e-tailers which afforded her diverse operational, technical, and financial experience she needed to round out her skillset. She gained expertise dealing with multi-million dollar investments from V.C. firms and this is where she learned what truly differentiates a solid business plan, from an ordinary one. Emotion. What she noticed investors responding to, was the ability to emotionally connect them to a business, not just on a financial level, but what they felt in their gut. This is what will truly push investors to commit their capital, or even devote time, and support a business. 

Reviews

JS
Joseph S.

Very good pair of speakers.

JM
Joseph M.

Enjoyed the subject matter and the presenters of the video. They were great!

RR
Russ R.

I wish all presentations were as good as this one. There is no rule that CLE can't be entertaining as well as informative. Well done!

JS
Jill S.

Excellent presentation, and very helpful to have a business consultant co-present

KC
Kristine C.

Excellent presentation and excellent interplay between instructors

CJ
Charles D. J.

The presentation on the subjet of legal & business ethics was most informative on the attorney's ethical duties and professional standards whether representing a business or individuals in most areas of the law where the attorney-cleint relationship is consummated.

CC
Christopher C.

good presenters

JT
Jaime Alejandro T.

Great webinar. It covers a number of issues which might seem obvious, but are really not. This was very helpful and I thank the faculty for the information and tips shared.

KD
Kathy D.

Good examples, tough issues

LL
Lisa L.

Good program

RG
Raymond G.

Good course and speakers

BG
Brian G.

Presented very well.

MR
Melissa R.

Great

MB
madeline b.

Excellent presentation.

KH
Kathryn H.

The speakers were dynamic and engaging!

LM
Luke M.

Dialogue format is great. More engaging and more informative. Encourage more presentations like this.

JF
Jennifer F.

Interesting! Liked that they used fashion industry anecdotes.

EG
Erik G.

This program was great at taking a practice area and looking at Ethics within it. Most programs are general ethics, the application to a specific area was great!

RV
Ron V.

Good course. Contained a number of useful suggestions when dealing with business clients.

DF
Deborah F.

The two best presenters ever. Thank you.

DS
Donald S.

Well presented and timely.

ML
Myndee L.

Loved this!!

GP
Gregory P.

Clear and outstanding presentation!

RM
Ramon M.

Practical and informative discussion. Well-prepared presenters.

BS
Benjamin S.

Thank you!

JR
Jake R.

Very energetic and engaging speakers, and a really important topic that i found accessible and practical. Great course!

WD
William D.

Lively ethics presentation.

AW
Ansley W.

More substantive than I had anticipated. Faculty appeared knowledgeable and their delivery was good.

AB
Ann B.

Excellent course for a business transactions attorney.

BH
Benjamin H.

The presenters in this video were very informative.

JB
James B.

Very engaging and informative.

WH
William H.

Impressive presentation.

GS
George S.

joint presentation was effective

RS
Robert S.

Perfect.

JL
Joshua L.

This was really great. I enjoyed the effort at incorporating a real world example.

DW
Donald W.

well presented.

AB
Audrey B.

Engaging presentation.

RB
Rafiah B.

enjoyed the course very much, quite informative

JR
Joan R.

good presenters

WH
William H.

Very entertaining.

DL
David L.

Very clear and concise.

PO
Patrick O.

This was a pleasant and memorable presentation.

SS
Sandra S.

Engaging personalities - I enjoyed having both the business and legal perspectives!

BH
Brian H.

Good content and knowledgeable speakers. Slides synced to audio is always more helpful to maintain the ease of following the content.

CR
Chandana R.

Very useful and well done.

MC
michael c.

very informative, would reccomnd expanding program

ME
Meghan E.

This format of more of a discussion with real life examples was great.

HL
Hubert L.

good lively and engaging presentation.

CM
Christopher M.

Presenters were very informative and easy to listen to

EP
Ellen P.

This presentation was engaging and informative.

RB
Richard B.

Very Informative.

KT
Kathryn T.

Good presentation.

MB
Michele B.

yay!

SS
Simon S.

Very good presentation. Presenters were knowledgeable and presented in a manner that was easy to understand

MR
Mark R.

Great course!

CB
Charles B.

This was a great presentation - the presenters were engaging and fun.

SO
Stephanie O.

Two presenter discussion format was great - especially with one attorney and one business person. Kept it very interesting.

MP
Michael P.

Great CLE.

GG
George Ernest G.

Good program. I may want to watch again for some of the points in the business plan preparation.

VO
Vanessa O.

Great presenters

AT
Arati T.

These instructors were very engaging and knowledgeable. I love seeing diverse faculty. Thank you!

WR
William R.

another first rate program.

TZ
Theodore Z.

Interesting and informative.

OS
Olivia S.

Great presenters and very interesting topic!

WR
Walter R.

Excellent and insightful presentation Commentators well spoken and engaging

RJ
Robert E. J.

Entertaining

JC
Jane C.

It has some points I had not considered carefully and appreciate it.

AB
Anita B.

This was easy to understand.

JM
John M.

Ethics is always thorny. These two presenters provided clarity and excellent advice for the attorney who finds himself in the midst of a client misrepresentation.

LM
Larry M.

excellent

WB
William B.

I felt that the topic of this program was timely in this age of numerous startups and a variety of different kinds of fund raising by persons who may or may not have expertise to properly inform investors, thereby "raising the bar" for attorneys who advise such clients on fund raising. I had to spend quite a bit of time cross-reference the rules and some other materials presented to those that apply in Texas, where I am licensed, but I found that the concepts were nearly identical. I will keep the materials and refer to them if and when some of the situations that the presenters covered every come up in my practice.

CA
carol ann a.

This is my second course with Rania as faculty. She is animated, works effectively with other faculty, and passionately supports ethical conduct. Enjoy her sessions.

SM
Sheldon M.

nice program

PI
Pat I.

Really enjoyed the lively conversation

MB
Marcella B.

unique in subject matter but very applicable to my practice

NO
Nancy O.

Excellent course and presentation. Thank you!

SB
Steven B.

good course

HA
Hirobumi A.

Useful.

TY
Tonya Y.

Good 'common sense' examples provided.

MW
Matthew W.

Great!

AW
Andrietta W.

Interesting program with common sense advice.

RC
Rebecca C.

Great video!!

SG
Shawn G.

informative program. Useful information for practice.

GR
Greg R.

Interesting

SK
STEPHEN K.

Speakers were well informed & made great presentations!!

MN
Michael N.

excellent

CK
Chris K.

Very good and sensible presentation by both persons.

AB
Anne B.

very clear and informative presentation!

TJ
Teresa J.

great presenter who made a tough subject lively

EH
Edward H.

Faculty was knowledgeable and guest was particularly useful

GK
George K.

very good!

LM
Lorene M.

These ladies actually looked like they were having a really good time. That made this very enjoyable.

MB
Melissa B.

Nicely done. I enjoyed the non-lawyer perspective included in this CLE. It's a nice change of pace.

DW
Donna W.

Both speakers were knowledgeable and quite cognizant of their audience. I found the materials useful too.

MB
Michelene B.

These women were great. Not boring at all!

MM
mike m.

very well done

JK
Jill K.

very good real-life information, enjoyed this lecture

KB
Kristin B.

Both speakers were enjoyable.

RH
Rebecca H.

Easy listening

NJ
Nancy J.

the two presenters offered material that complimented each other nicely.

SR
Sondra R.

The faculty was very well spoken and knowledgeable, and it was a pleasure to listen and learn.

BW
Brenda W.

Very good course. Truth is always stranger than fiction.

LK
Lynne K.

These 2 women were great together, they were the 2 most interesting speakers I've heard from Lawline so far. This was very engaging.

HM
holly m.

Well done. Informal, like a conversation.

FM
Fred M.

Thoroughly enjoyed the exchange between the 2 presenters

CD
Charles D.

excellently done!

RC
Robin C.

I liked the conversational style of this presentation, it was a good break from the courses that were more of a lecture.

CH
Christopher H.

Solid presentation

EI
emmanuel i.

interesting topic.

JH
James H.

Extended case study was interesting

RK
Richard K.

very informative

EH
Elizabeth H.

I absolutely loved this one! Very useful!

MK
Marilyn K.

Speakers were knowledgable and effective. I very much enjoyed their speaking styles and interaction.

WM
William M.

Good program.

MM
michael m.

very informative

OE
omar e.

Fine discussion and review of important ethical issues.

ML
Michael L.

I enjoyed very much the dialogue presentation.

EK
Edward K.

Very well done! Applied attorney ethics in transactional area I have not had CLE address previously. Thank you!

KB
Kelvin B.

Very practical information regarding the ethical issues that arise with representing a startup business.

BL
Bonnie L.

Good overall common sense.

JB
John B.

Rules of Professional Responsibility have changed for the better during my legal career. This course points out rules that are better than the ones I learned in law school, many years ago.

MG
Montel G.

The presenters were very good.

JF
julie f.

case study was unique!

EL
Elyssa L.

Great discussion. Solid information.

JH
Jennifer H.

Great!

GD
Gary D.

Good dialogue between the presenters. Made the lecture intersting.

DM
Deanne M.

I did appreciate the specific examples given for withdrawal.

SF
Steven F.

Put the Rules in context.

JO
Joseph J. O.

Excellent. Both speakers contributed interesting, substantive information. They worked together extremely well and were very personable as well.

AG
Andrew G.

Presenters had a good educational method of interaction. Well done.

MC
Michele C.

interesting topic

JC
james c.

Nice job ladies with a tough subject.

HS
Henry S. S.

Very interesting, informative and well-presented. Nice back-and-forth between the presenters.

MF
Maria F.

The speaker was fun and easily held my attention.

SG
Susan G.

Great business and legal insight.

MS
Michael L. Simonini S.

very instructive

AA
Angela A.

The speakers were quite good as was their presentation.

TJ
Terrie J.

Great course; the presenters were terrific!

JM
Janet M.

Very interesting

HK
Hans K.

Really enjoyed the two presenters! Very clear and well-spoken.

JS
Jill S.

Great session. Lots of meaty info. Thanks!!

WD
William D.

good list of business plan elements

PS
Paul V S.

Great intro to business start up pitfalls.

JC
Janice C.

very informative

DS
Darryl S.

The course was very informative. I liked it very much.

LC
Lyn C.

Thank you for including supplemental materials. It is good to have an ethics course that is aimed at transactional attorneys not litigators.

KF
katiana f.

Informative

BL
Blair L.

Great course! Presenters very engaging.

AM
Andrew M.

great energy from the presenters

PD
peter d.

Informative

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$ 59 Ethics and Business, Corporate, & Securities Law In Stock

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