Course1

2026 Year End Review - Day One Webcast

$175.00
  • Instructor(s):  OBA CLE

2026 Year End Review - Day One WebcastProgram Moderator Gigi McCormick, OBA, Director of Educational Programs  Wrap up your year with a comprehensive, multi-disciplinary program designed to keep practitioners current on the most significant legal developments of 2026. The Year End Review brings together leading experts from across key practice areas to deliver concise, practical updates that every attorney can use, regardless of specialty. Participants will gain insights into major statutory, regulatory, and case law changes, as well as emerging trends shaping the legal landscape in Oklahoma.  AGENDA 8:30 a.m.  - Registration and Breakfast  9:00 a.m.Health Law Update  Maggie Martin, Oklahoma Hospital Association 9:50 a.m. - BREAK 10:00 a.m.Bankruptcy Law Update  David Herber, GableGotwals 10:50 a.m. - BREAK 11:00 a.m.Cannabis Law Update  TBD 11:50 a.m. - LUNCH (included with registration) 12:30 p.m.Criminal Law Update  Barry L. Derryberry, First Assistant Federal Defender 1:20 p.m. - BREAK 1:30 p.m.Mental Health (Ethics) TBD 2:20 p.m. - BREAK 2:30 p.m.Animal Law Update Charis Ward, Ward Law, LLC 3:20 - ADJOURN       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • Webcast
    Format
  • 360
    Min.
  • 12/3/26
    Presented
  • DETAILS
Course1

2026 Year End Review - Day Two Webcast

$175.00
  • Instructor(s):  OBA CLE

2026 Year End Review - Day Two WebcastProgram Moderator Gigi McCormick, OBA, Director of Educational Programs  Wrap up your year with a comprehensive, multi-disciplinary program designed to keep practitioners current on the most significant legal developments of 2026. The Year End Review brings together leading experts from across key practice areas to deliver concise, practical updates that every attorney can use, regardless of specialty. Participants will gain insights into major statutory, regulatory, and case law changes, as well as emerging trends shaping the legal landscape in Oklahoma.  AGENDA 8:30 a.m.  - Registration and Breakfast  9:00 a.m.Business & Corporate Law Update  Evan Chambers, Hartzog Conger Cason 9:50 a.m. - BREAK 10:00 a.m.Law Office Management & Technology Update  Julie Bays, Director of Management Assistance Program, OBA 10:50 a.m. - BREAK 11:00 a.m.Real Property Law Update  Kraettli Epperson, Nash, Cohenour & Giessmann, P.C. 11:50 a.m. - LUNCH (included with registration) 12:30 p.m.Family Law Update  Kensey Wright, Doerner, Saunders, Daniel & Anderson LLP 1:20 p.m. - BREAK 1:30 p.m.Estate Planning & Probate Law Update Philip Feist, Heirline Legal Services PLLC 2:20 p.m. - BREAK 2:30 p.m.Ethics Update Gina Hendryx, General Counsel, OBA 3:20 - ADJOURN       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • Webcast
    Format
  • 360
    Min.
  • 12/4/26
    Presented
  • DETAILS
Course1

Advanced Asset Protection Strategies, Part 2

$85.00
  • Instructor(s):  Jonathan E. Gopman

Advanced Asset Protection Strategies, Part 2 Advance your asset protection expertise with sophisticated international structures and specialized planning techniques for ultra-high-net-worth clients facing complex liability and tax considerations. This program builds on foundational concepts to address challenging scenarios including international trust structures, captive insurance companies, and offshore planning arrangements. Develop the specialized knowledge required for cutting-edge asset protection in a global economy. Master international trust and foundation structures including Cook Islands and Nevis asset protection vehicles Navigate captive insurance company strategies for liability protection and tax planning benefits Address foreign trust reporting and tax compliance requirements affecting international asset protection planning Understand the intersection of asset protection with estate planning, tax minimization, and family governance strategies   Speaker: Jonathan E. Gopman is a partner with Nelson Mullins in Naples, Florida. His practice focuses on sophisticated wealth accumulation and preservation planning strategies for entrepreneurs. He assists them with their personal and business planning needs at all phases of the wealth accumulation and preservation cycle. In his practice, Jonathan takes a four-part approach to wealth preservation planning by assisting individuals in implementing sophisticated estate planning, tax deferral, tax-favored investment, and asset protection structures. Jonathan’s personal practice emphasizes international wealth preservation planning. He has substantial experience in assisting high net worth families with international and domestic estate planning, implementing foreign trust structures, business planning, and general tax planning.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • Webcast
    Format
  • 60
    Min.
  • 9/14/26
    Presented
  • DETAILS
Course1

Business & Corporate Law Bundle: 2026 OBA MIdyear Conference

$150.00
  • Instructor(s):  Molly Tipton & Jessica Bishoff, Gary Derrick & Jacob Fanning, Mark Robertson

Features three sessions from the 2026 OBA Midyear Conferences focusing on business and corporate law.

  • Bundle
  • 3
    Programs
  • 7/17/28
    Avail. to
  • DETAILS
Course1

Defending Against IRS Audits of Closely Held Companies, Part 1

$85.00
  • Instructor(s):  Stephen J. Turanchik

Defending Against IRS Audits of Closely Held Companies, Part 1 Master the strategies and procedures necessary to protect closely held businesses during IRS examinations where personal and business tax issues intersect in complex audit scenarios. This foundational program provides essential guidance on audit defense techniques specific to privately held companies and their owners. Build the knowledge base necessary for effective representation during IRS examinations that threaten both business operations and personal financial security. Understand IRS audit selection criteria and examination procedures specific to closely held companies Navigate document production and information gathering requirements while protecting attorney-client privilege Address common audit issues including officer compensation, personal expenses, and related party transactions Develop audit defense strategies that minimize tax liability while preserving ongoing business relationships   Speaker: Stephen J. Turanchik is an attorney in the Tax practice of Paul Hastings and is based in the firm’s Los Angeles office. Mr. Turanchik's practice focuses on tax controversy and litigation at the state and federal levels and tax advice on international reporting. Mr. Turanchik previously litigated for six years for the U.S. Department of Justice, Tax Division, Civil Trial Section out of Washington, DC. Mr. Turanchik has substantial litigation experience. During his tenure with the Tax Division, Mr. Turanchik handled hundreds of tax cases in federal, bankruptcy, state and probate court. He received an Outstanding Attorney award from the Tax Division in 2003.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • Webcast
    Format
  • 60
    Min.
  • 9/21/26
    Presented
  • DETAILS
Course1

Defending Against IRS Audits of Closely Held Companies, Part 2

$85.00
  • Instructor(s):  Stephen J. Turanchik

Defending Against IRS Audits of Closely Held Companies, Part 2 Advance your audit defense expertise with sophisticated strategies for complex examination scenarios and specialized closely held company issues. This program builds on foundational concepts to address challenging situations including multi-year audits, criminal referral risks, and Appeals Office procedures. Develop the specialized knowledge required for the most complex closely held company audit defense representations. Master advanced audit defense techniques including Appeals Office negotiations and Tax Court preparation Navigate criminal investigation referral risks and coordination with criminal defense counsel Address complex technical issues including transfer pricing, Section 199A deductions, and entity classification Understand settlement strategies and closing agreement negotiations that resolve audits favorably   Speaker: Stephen J. Turanchik is an attorney in the Tax practice of Paul Hastings and is based in the firm’s Los Angeles office. Mr. Turanchik's practice focuses on tax controversy and litigation at the state and federal levels and tax advice on international reporting. Mr. Turanchik previously litigated for six years for the U.S. Department of Justice, Tax Division, Civil Trial Section out of Washington, DC. Mr. Turanchik has substantial litigation experience. During his tenure with the Tax Division, Mr. Turanchik handled hundreds of tax cases in federal, bankruptcy, state and probate court. He received an Outstanding Attorney award from the Tax Division in 2003.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • Webcast
    Format
  • 60
    Min.
  • 9/22/26
    Presented
  • DETAILS
Course1

Demystifying the Legal Opinion: What It Is and Why It Matters

$85.00
  • Instructor(s):  William J. Kelly, III

Demystifying the Legal Opinion: What It Is and Why It Matters Legal opinions serve as crucial guidance, clarifying the legal standing of transactions, risks, or disputes. This program demystifies the structure, purpose, and impact of legal opinions, empowering attorneys to craft and analyze them with confidence. Explore the essential components of a legal opinion Understand the contexts where legal opinions are most impactful Learn best practices for drafting clear, persuasive opinions Assess the potential consequences of flawed or incomplete legal opinions   Speaker: William J. Kelly, III is a founding member of Kelly & Walker LLC and has more than 25 years’ experience in the areas of employment and commercial litigation. In the area of employment law, he litigates trade secret, non-compete, infringement and discrimination claims in federal and state courts nationwide and has advised Fortune 50 companies on workplace policies and practices. In the area of commercial litigation, his experience includes class action litigation, breach of contract and indemnity, mass-claim complex insurance litigation, construction litigation and trade secrets. Earlier in career, he founded 15 Minutes Music, an independent music production company.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • Webcast
    Format
  • 60
    Min.
  • 10/1/26
    Presented
  • DETAILS
Course1

Earnouts: Taking a Wait and See Approach to Valuation of Closely Held Companies

$85.00
  • Instructor(s):  Frank Ciatto

Earnouts: Taking a Wait and See Approach to Valuation of Closely Held Companies Transform valuation uncertainty into deal opportunity through sophisticated earnout structures that bridge buyer-seller valuation gaps while aligning post-closing interests in business acquisition transactions. This specialized program addresses the complex legal and business considerations that determine earnout success or failure. Master the art of structuring contingent consideration arrangements that facilitate deal completion while protecting all parties' interests. Design earnout metrics and measurement periods that fairly reflect business performance and value creation Draft calculation and payment provisions that prevent disputes while ensuring accurate earnout determinations Address management and operational control issues affecting earnout achievement during measurement periods Navigate accounting and financial reporting requirements affecting earnout calculation and verification   Speaker: Frank Ciatto is a partner in the Washington, D.C. office of Venable, LLP, where he has 20 years’ experience advising clients on mergers and acquisitions, limited liability companies, tax and accounting issues, and corporate finance transactions. He is a leader of his firm’s private equity and hedge fund groups and a member of the Mergers & Acquisitions Subcommittee of the ABA Business Law Section. He is a Certified Public Accountant and earlier in his career worked at what is now PricewaterhouseCoopers in New York. Mr. Ciatto earned his B.A., cum laude, at Georgetown University and his J.D. from Georgetown University Law Center.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • Webcast
    Format
  • 60
    Min.
  • 10/22/26
    Presented
  • DETAILS
Course1

Ethics for Business Lawyers

$85.00
  • Instructor(s):  Thomas E. Spahn

Ethics for Business Lawyers Navigate the unique ethical landscape facing business lawyers where multiple client relationships, complex transactions, and corporate representation create sophisticated professional responsibility challenges. This specialized program addresses the intersection of legal ethics and business practice, from entity representation issues to transactional conflict identification. Ensure your business practice maintains the highest ethical standards while serving diverse client needs in complex commercial relationships. Understand entity representation principles and the distinction between representing organizations versus individuals Navigate conflicts of interest in multi-party business transactions and related entity representations Address confidentiality obligations when representing multiple parties in complex business arrangements Master professional conduct standards affecting business lawyer marketing, client development, and fee arrangements   Speaker: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • Webcast
    Format
  • 60
    Min.
  • 9/15/26
    Presented
  • DETAILS
Course1

Fundamentals of Trademark Protection, Part 1

$85.00
  • Instructor(s):  Marc Bernstein

Fundamentals of Trademark Protection, Part 1 Enter the dynamic world of trademark law where brand identity meets legal protection in an increasingly competitive marketplace where intellectual property rights determine commercial success. This foundational program provides essential guidance on trademark selection, registration, and enforcement strategies. Master the fundamental concepts that drive effective brand protection in today's global economy where trademarks represent significant business assets. Understand trademark selection criteria and clearance procedures that minimize infringement risks Navigate USPTO registration procedures including application strategies and examination responses Address trademark strength and distinctiveness factors affecting protection scope and enforcement options Design trademark monitoring and enforcement programs that preserve brand value and market exclusivity   Speaker: Marc Bernstein is a partner in the Employment Law Department at Paul Hastings. Marc has a broad-based employment litigation practice, with a focus on litigation of trade secrets, covenants not to compete, unfair competition and related business tort claims. Marc litigates a wide range of employment matters, including wage and hour class actions, employment discrimination, wrongful discharge, breach of contract and ERISA litigation. Marc also has extensive experience counseling multinational financial services corporations. His experience includes over 14 years as associate general counsel at American International Group, Inc., where he headed the company’s Labor and Employment legal group and was the senior employment lawyer advising management regarding employment issues.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • Webcast
    Format
  • 60
    Min.
  • 10/27/26
    Presented
  • DETAILS
Course1

Fundamentals of Trademark Protection, Part 2

$85.00
  • Instructor(s):  Marc Bernstein

Fundamentals of Trademark Protection, Part 2 Advance your trademark expertise with sophisticated strategies for complex brand protection scenarios and international trademark planning. This program builds on foundational concepts to address challenging situations including trademark licensing, domain name disputes, and international registration strategies. Develop the specialized knowledge required for comprehensive trademark protection in today's global marketplace. Master international trademark protection including Madrid Protocol filings and foreign registration strategies Navigate trademark licensing and franchising arrangements that preserve trademark rights and quality control Address domain name disputes and cybersquatting enforcement through UDRP and federal court proceedings Understand trademark enforcement strategies including opposition and cancellation proceedings   Speaker: Marc Bernstein is a partner in the Employment Law Department at Paul Hastings. Marc has a broad-based employment litigation practice, with a focus on litigation of trade secrets, covenants not to compete, unfair competition and related business tort claims. Marc litigates a wide range of employment matters, including wage and hour class actions, employment discrimination, wrongful discharge, breach of contract and ERISA litigation. Marc also has extensive experience counseling multinational financial services corporations. His experience includes over 14 years as associate general counsel at American International Group, Inc., where he headed the company’s Labor and Employment legal group and was the senior employment lawyer advising management regarding employment issues.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • Webcast
    Format
  • 60
    Min.
  • 10/28/26
    Presented
  • DETAILS
Course1

Good Faith in Business: Navigating Litigation Risks

$85.00
  • Instructor(s):  William J. Kelly, III

Good Faith in Business: Navigating Litigation Risks The duty of good faith and fair dealing has become a powerful weapon in commercial disputes, transforming routine contract disagreements into high-stakes litigation. This program provides essential guidance on understanding, applying, and defending against good faith claims across various business contexts. Learn to counsel clients on compliance strategies that prevent disputes while positioning them advantageously if litigation arises. Understand the evolving scope of good faith obligations in different jurisdictions Identify high-risk scenarios where good faith claims commonly arise Learn defensive strategies for businesses facing good faith allegations Master contract drafting techniques that clarify performance standards   Speaker: William J. Kelly, III is a founding member of Kelly & Walker LLC and has more than 25 years’ experience in the areas of employment and commercial litigation.  In the area of employment law, he litigates trade secret, non-compete, infringement and discrimination claims in federal and state courts nationwide and has advised Fortune 50 companies on workplace policies and practices.  In the area of commercial litigation, his experience includes class action litigation, breach of contract and indemnity, mass-claim complex insurance litigation, construction litigation and trade secrets.  Earlier in career, he founded 15 Minutes Music, an independent music production company.        Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • Webcast
    Format
  • 60
    Min.
  • 10/7/26
    Presented
  • DETAILS
Course1

Governance Principles & Management Agreements for Non-Profits

$85.00
  • Instructor(s):  Michael Lehmann

Governance Principles & Management Agreements for Non-Profits Nonprofit and tax-exempt organizations of every size are complex. Boards of directors need to recruit and retain talented management, supervise the investment of endowments in often-volatile markets, engage profit-making corporations in joint ventures, and ensure the integrity of systems and policies in an environment of increased governmental and public scrutiny. Effective governance of these organizations is essential to advancing the nonprofit’s mission. When governance fails, the organization itself and its directors are exposed to potential liability. This program provides you with a real-world guide to major governance issues for nonprofits, including fiduciary duties of directors and officers, managing endowments, executive compensation issues, compliance, and conflicts of interest.  Governance issues for nonprofit organizations  Current IRS and attorneys general investigation and enforcement priorities  Essential provisions of nonprofit management agreements  Best practices for determining executive compensation  Fiduciary duties, potential liability, and indemnification of nonprofit directors and officers  Compliance issues, including Form 990   Speaker Michael Lehmann is a partner in the New York office of Dechert LLP, where he specializes in tax issues related to nonprofits and the tax treatment of cross-border transactions. He advises hospitals and other health care providers, research organizations, low-income housing developers, trade associations, private foundations, and arts organizations on obtaining and maintaining tax-exempt status, executive compensation, reorganizations and joint ventures, acquisitions, and unrelated business income planning.        Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • Webcast
    Format
  • 60
    Min.
  • 9/19/26
    Presented
  • DETAILS
Course1

Income and Fiduciary Tax Issues for Trust and Estate Planners, Part 1

$85.00
  • Instructor(s):  Jeremiah W. Doyle, IV

Income and Fiduciary Tax Issues for Trust and Estate Planners, Part 1 Navigate the complex intersection of income tax and fiduciary obligations where trust and estate administration meets sophisticated tax planning and compliance requirements. This foundational program provides essential guidance on the tax considerations that drive effective trust and estate administration. Master the fundamental concepts that determine tax efficiency while satisfying fiduciary duties to beneficiaries and regulatory authorities. Understand trust and estate income tax calculation and distribution rules affecting beneficiary taxation Navigate the distinction between simple and complex trusts and their different tax treatment Address grantor trust rules and their impact on trust taxation and beneficiary income recognition Design distribution strategies that optimize tax outcomes for trusts, estates, and beneficiaries   Speaker: Jeremiah W. Doyle, IV is senior vice president in the Boston office of BNY Mellon Wealth Management, where he provides integrated wealth management advice to high net worth individuals on holding, managing and transferring wealth in a tax-efficient manner. He is the editor and co-author of “Preparing Fiduciary Income Tax Returns,” a contributing author of Preparing Estate Tax Returns, and a contributing author of “Understanding and Using Trusts,” all published by Massachusetts Continuing Legal Education. Mr. Doyle received his B.S. from Providence College, his J.D. form Hamline University Law School, and his LL.M. in banking from Boston University Law School.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • Webcast
    Format
  • 60
    Min.
  • 10/13/26
    Presented
  • DETAILS
Course1

Income and Fiduciary Tax Issues for Trust and Estate Planners, Part 2

$85.00
  • Instructor(s):  Jeremiah W. Doyle, IV

Income and Fiduciary Tax Issues for Trust and Estate Planners, Part 2 Advance your fiduciary taxation expertise with sophisticated strategies for complex trust structures and specialized tax planning scenarios. This program builds on foundational concepts to address challenging situations including charitable trusts, generation-skipping tax planning, and international trust taxation. Develop the specialized knowledge required for the most complex trust and estate tax planning and administration. Master generation-skipping transfer tax planning and compliance for dynasty trust structures Navigate charitable trust taxation including charitable remainder trusts and charitable lead trusts Address international trust taxation and reporting requirements for foreign trusts and beneficiaries Understand state income tax considerations affecting trust situs selection and beneficiary distributions   Speaker: Jeremiah W. Doyle, IV is senior vice president in the Boston office of BNY Mellon Wealth Management, where he provides integrated wealth management advice to high net worth individuals on holding, managing and transferring wealth in a tax-efficient manner. He is the editor and co-author of “Preparing Fiduciary Income Tax Returns,” a contributing author of Preparing Estate Tax Returns, and a contributing author of “Understanding and Using Trusts,” all published by Massachusetts Continuing Legal Education. Mr. Doyle received his B.S. from Providence College, his J.D. form Hamline University Law School, and his LL.M. in banking from Boston University Law School.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • Webcast
    Format
  • 60
    Min.
  • 10/14/26
    Presented
  • DETAILS
Course1

LIVE REPLAY: Lawyer Ethics and Email

$85.00
  • Instructor(s):  Thomas E. Spahn

LIVE REPLAY: Lawyer Ethics and Email Email has become essential to law practice.  Communications with clients and colleagues is practically impossible – and absolutely inefficient – without email.  But the ubiquity of email may obscure many important ethical issues that arise when it is used in law practice, including issues related to confidentiality, metadata, and the attorney-client privilege. These and other substantial ethical questions will be discussed in this practical guide to the ethical issues when lawyers use email in their practices. Beginning an attorney relationship via email – intentionally and inadvertently Security and confidentiality when email is exchanged in the Cloud Inadvertently sent email and metadata embedded in email Discarding/deleting email and working with outside vendors Ex parte communications with represented adversaries Attorney-client privilege issues Speaker: Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections.  For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750-page treatise published by the Virginia Law Foundation.  Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee.         Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.  

  • Webcast
    Format
  • 60
    Min.
  • 2/27/27
    Presented
  • DETAILS
Course1

Market Entry: Key Provisions in Successful Sales and Distribution Agreements

$85.00
  • Instructor(s):  Joel R. Buckberg

Market Entry: Key Provisions in Successful Sales and Distribution Agreements A product is only as successful as its distribution, only as profitable as it reaches the widest market possible.  Most suppliers of goods rely on distributors to reach the market. Distributor agreements can come in a multitude of types, including wholesale and retail distribution agreements. These agreements encompass a series of intricately interrelated provisions about the scope of products, the scope of the territory involved, exclusivity, pricing control, support in the form of marketing and training, supply guarantees, and much more.  Success for both the supplier and the distributor depends on a thoughtfully planned and drafted agreement.  This program will provide you with a practical guide to drafting the most essential provisions of distributor agreements. Understanding distributor and supplier objectives – and how they can be harmonized Legal framework of distributor agreements Products covered and how they are defined and altered over time Exclusivity – territory and products Support – training, advertising, promotion Supply guarantees, timeliness of performance Pricing – who controls and antitrust considerations   Speaker: Joel R. Buckberg is a partner in Nashville office of Baker Donelson, P.C. and vice chair of the firm’s corporate group. He has more than 40 years’ experience in corporate and business transactions.  His practice focuses on corporate and asset transactions and operations, particularly in hospitality, franchising and distribution.  He also counsels clients on strategic planning, financing, mergers and acquisitions, system policy and practice development, regulatory compliance and contract system drafting. Prior to joining Baker Donelson, he was executive vice president and deputy general counsel of Cendant Corporation.        Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • Webcast
    Format
  • 60
    Min.
  • 9/17/26
    Presented
  • DETAILS
Course1

Releasing Employees & Drafting Separation Agreements

$85.00
  • Instructor(s):  Shannon M. Bell

Releasing Employees & Drafting Separation Agreements Navigate the complex legal landscape surrounding employment termination where severance benefits meet liability protection in agreements that must balance employee rights with employer risk management. This essential program addresses the sophisticated considerations that govern separation agreement drafting and negotiation. Master the techniques that provide meaningful protection while complying with evolving employment law requirements and enforcement trends. Draft comprehensive release provisions that provide broad protection while complying with statutory requirements Navigate ADEA compliance including consideration periods and revocation rights for older worker releases Address non-compete and confidentiality provisions that survive employment termination Structure severance payments and benefit continuation that optimize tax treatment for employers and employees   Speaker: Shannon M. Bell is a member with Kelly Law Partners, LLC, where she litigates a wide variety of complex business disputes, construction disputes, fiduciary claims, employment issues, and landlord/tenant issues. Her construction experience extends from contract negotiations to defense of construction claims of owners, HOAs, contractors and tradesmen. She also represents clients in claims of shareholder and officer liability, piercing the corporate veil, and derivative actions. She writes and speaks on commercial litigation, employment, discovery and bankruptcy topics.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • Webcast
    Format
  • 60
    Min.
  • 10/23/26
    Presented
  • DETAILS
Course1

Reps and Warranties in Business Transactions

$85.00
  • Instructor(s):  C. Ben Huber

Reps and Warranties in Business Transactions Master the art of crafting representations and warranties that provide meaningful protection while facilitating successful business transactions in our complex commercial environment. This comprehensive program reveals the strategic considerations behind effective rep and warranty provisions, from disclosure schedules to survival periods. Learn to balance risk allocation with deal completion while protecting client interests throughout the transaction lifecycle. Draft comprehensive representation packages that cover material risks while avoiding deal-killing overreach Structure disclosure schedules and materiality qualifiers that provide appropriate protection without excessive burden Address survival periods, indemnification caps, and basket provisions that balance post-closing risk allocation Navigate the intersection of representations with due diligence findings and purchase price adjustments   Speaker: C. Ben Huber is a partner in the Denver office of Greenburg Traurig, LLP, where he has a broad transactional practice encompassing mergers and acquisitions, restructurings and reorganizations, corporate finance, capital markets, venture funds, commercial transactions and general corporate law. He also has substantial experience as counsel to high tech, biotech and software companies in the development, protection and licensing of intellectual property. His clients include start-up companies, family- and other closely-held businesses, middle market business, Fortune 500 companies, venture funds and institutional investors. Mr. Huber earned his B.A. from the University of Colorado and his J.D. at the University of Colorado Law School.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • Webcast
    Format
  • 60
    Min.
  • 9/4/26
    Presented
  • DETAILS
Course1

Selling to Consumers: Sales, Finance, Warranty & Collection Law, Part 1

$85.00
  • Instructor(s):  Steven O. Weise

Selling to Consumers: Sales, Finance, Warranty & Collection Law, Part 1 Navigate the complex regulatory landscape governing consumer transactions where federal and state protection laws create extensive compliance obligations for businesses selling goods and services to individual consumers. This foundational program provides essential guidance on the legal framework governing consumer sales, financing, and warranty obligations. Master the fundamental requirements that govern consumer-facing businesses in today's heavily regulated marketplace. Understand Truth in Lending Act and fair credit reporting requirements affecting consumer financing arrangements Navigate warranty obligations including Magnuson-Moss Act requirements and state lemon law compliance Address consumer protection law compliance including FTC Act requirements and state UDAP statutes Design sales processes and documentation that comply with consumer protection requirements while facilitating business operations   Speaker: Steven O. Weise is a partner in the Los Angeles office Proskauer Rose, LLP, where his practice encompasses all areas of commercial law. He has extensive experience in financings, particularly those secured by personal property. He also handles matters involving real property anti-deficiency laws, workouts, guarantees, sales of goods, letters of credit, commercial paper and checks, and investment securities. Mr. Weise formerly served as chair of the ABA Business Law Section. He has also served as a member of the Permanent Editorial Board of the UCC and as an Advisor to the UCC Code Article 9 Drafting Committee. Mr. Weise received his B.A. from Yale University and his J.D. from the University of California, Berkeley, Boalt Hall School of Law.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • Webcast
    Format
  • 60
    Min.
  • 9/28/26
    Presented
  • DETAILS
Course1

Selling to Consumers: Sales, Finance, Warranty & Collection Law, Part 2

$85.00
  • Instructor(s):  Steven O. Weise

Selling to Consumers: Sales, Finance, Warranty & Collection Law, Part 2 Advance your consumer law expertise with sophisticated strategies for complex compliance scenarios and specialized consumer transaction types. This program builds on foundational concepts to address challenging situations including online sales, subscription services, and debt collection activities. Develop the specialized knowledge required for comprehensive consumer law compliance in diverse business contexts. Master debt collection law compliance including Fair Debt Collection Practices Act and state collection regulations Navigate online consumer transaction requirements including e-commerce disclosures and digital payment compliance Address subscription service and automatic renewal requirements affecting recurring consumer payment arrangements Understand class action litigation risks and defense strategies for consumer law compliance failures   Speaker: Steven O. Weise is a partner in the Los Angeles office Proskauer Rose, LLP, where his practice encompasses all areas of commercial law. He has extensive experience in financings, particularly those secured by personal property. He also handles matters involving real property anti-deficiency laws, workouts, guarantees, sales of goods, letters of credit, commercial paper and checks, and investment securities. Mr. Weise formerly served as chair of the ABA Business Law Section. He has also served as a member of the Permanent Editorial Board of the UCC and as an Advisor to the UCC Code Article 9 Drafting Committee. Mr. Weise received his B.A. from Yale University and his J.D. from the University of California, Berkeley, Boalt Hall School of Law.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • Webcast
    Format
  • 60
    Min.
  • 9/29/26
    Presented
  • DETAILS
Course1

Subtenants in Commercial Leasing: How to Protect Your Client

$85.00
  • Instructor(s):  Anthony Licata

Subtenants in Commercial Leasing: How to Protect Your Client Master the complex three-way relationships that emerge when commercial subletting creates multiple layers of landlord-tenant obligations and potential liability exposure. This specialized program addresses the unique challenges of protecting client interests in sublease arrangements where primary tenant duties intersect with subtenant rights and landlord consent requirements. Learn to navigate the risks and opportunities presented by commercial subletting in today's flexible workspace economy. Structure sublease agreements that protect primary tenant interests while providing subtenant operational flexibility Navigate landlord consent requirements and non-disturbance provisions affecting sublease enforceability Address default scenarios and remedies when subtenants fail to perform their obligations Design assignment and further subletting restrictions that maintain primary tenant control over property use   Speaker: Anthony Licata is a partner in the Chicago office of Taft Stettinius & Hollister LLP, where he formerly chaired the firm’s real estate practice. He has an extensive practice focusing on major commercial real estate transactions, including finance, development, leasing, and land use. He formerly served as an adjunct professor at the Kellogg Graduate School of Management at Northwestern University and at the Illinois Institute of Technology. Mr. Licata received his B.S., summa cum laude, from MacMurray College and his J.D., cum laude, from Harvard Law School.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • Webcast
    Format
  • 60
    Min.
  • 10/19/26
    Presented
  • DETAILS
Course1

The Law of Privacy: What Transactional Lawyers Need to Know, Part 1

$85.00
  • Instructor(s):  Austin Chambers

The Law of Privacy: What Transactional Lawyers Need to Know, Part 1 Enter the rapidly evolving world of privacy law where data protection requirements increasingly affect every aspect of business transactions and commercial relationships. This foundational program provides essential guidance on privacy law compliance requirements that transactional lawyers must understand to serve clients effectively. Master the fundamental concepts that drive privacy compliance in today's data-driven economy. Understand major privacy law frameworks including GDPR, CCPA, and emerging state privacy legislation Navigate privacy compliance requirements affecting data collection, processing, and sharing in business transactions Address privacy policy drafting and disclosure requirements for different types of business operations Design data handling procedures and vendor agreements that comply with privacy law requirements   Speaker: Austin Chambers focuses his practice on data privacy and security compliance, advising clients on the legal and business risks associated with processing personal and proprietary information, as well as broader technology and commercial matters. Drawing on experience in both legal and business roles, he develops practical, client-focused privacy and security programs and works with organizations of all sizes from startups to multinationals, nonprofits and government. Austin regularly counsels on GDPR, ePrivacy, CPRA/CCPA, FERPA, CAN-SPAM, TCPA, HIPAA, COPPA and other U.S. and international privacy laws, and negotiates data protection, information security and data-transfer agreements. His work includes media and advertising issues, product development, privacy-by-design, data licensing, transactional diligence, regulatory investigations, incident response, and building comprehensive information-security programs, including advising on commercialization of personality rights.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • Webcast
    Format
  • 60
    Min.
  • 10/5/26
    Presented
  • DETAILS
Course1

The Law of Privacy: What Transactional Lawyers Need to Know, Part 2

$85.00
  • Instructor(s):  Austin Chambers

The Law of Privacy: What Transactional Lawyers Need to Know, Part 2 Advance your privacy law expertise with sophisticated strategies for complex compliance scenarios and international data transfer requirements. This program builds on foundational concepts to address challenging situations including cross-border data transfers, M&A due diligence, and regulatory enforcement actions. Develop the specialized knowledge required for comprehensive privacy law compliance in global business operations. Master international data transfer mechanisms including Standard Contractual Clauses and adequacy decisions Navigate privacy considerations in M&A transactions including due diligence and integration planning Address regulatory enforcement trends and penalty structures for privacy law violations Understand emerging privacy technologies and their legal implications for business operations   Speaker: Austin Chambers focuses his practice on data privacy and security compliance, advising clients on the legal and business risks associated with processing personal and proprietary information, as well as broader technology and commercial matters. Drawing on experience in both legal and business roles, he develops practical, client-focused privacy and security programs and works with organizations of all sizes from startups to multinationals, nonprofits and government. Austin regularly counsels on GDPR, ePrivacy, CPRA/CCPA, FERPA, CAN-SPAM, TCPA, HIPAA, COPPA and other U.S. and international privacy laws, and negotiates data protection, information security and data-transfer agreements. His work includes media and advertising issues, product development, privacy-by-design, data licensing, transactional diligence, regulatory investigations, incident response, and building comprehensive information-security programs, including advising on commercialization of personality rights.     Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • Webcast
    Format
  • 60
    Min.
  • 10/6/26
    Presented
  • DETAILS