43rd Annual Advanced Business Law Conference: Back to the Future—Business Lawyering for All Stages of the Company Life Cycle

MCLE Credits: 8.0
Ethics Credits Included: 2.0

Live on Site: Friday, April 22 - Saturday, April 23 / Wintergreen Resort
Registration: 12:00 p.m.
Program: Friday, April 22 - 1:00 p.m. - Saturday, April 23 - 1:00 p.m.
MCLE Credit: 8.0 (Ethics: 2.0)
Live-Interactive Credit: 8.0 Live Interactive MCLE Credit Symbol
Video on Site Options


Why Attend?

  • Explore the range of challenges facing business lawyers today with panels comprising leading experts in their fields
  • Expand your knowledge in increasingly important, nontraditional business topics
  • Network with your colleagues—and develop new contacts in specialized practice areas
  • Enjoy our social events and free time at Wintergreen Resort

Cosponsored with the Business Law Section of the Virginia State Bar

Congratulations! You have just been retained by an early-stage company to guide it through its organization, commercialization, financing, and exit. As a business lawyer, you will need to plan for the future, without a crystal ball or GPS. To help your new client succeed and confront unexpected turns in the road, you will also need a flexible road map to navigate various crossroads and allow for alternate destinations. This conference is designed to help you prepare that road map and update your knowledge as a lawyer to growing businesses.

Throughout a company’s life, management and legal counsel are confronted with an ever-increasing number of business and legal issues in real time, from choice of entity and structuring ownership and compensation, to identifying and protecting key intellectual property and commercializing products and services for successful market penetration. Along the way, the company may need to raise capital, will likely have to hire and incentivize employees and independent contractors, and will consider strategic partnerships or business alliances with other domestic or foreign companies and even when and how to enter international markets. Many companies will choose to grow in part through acquisitions of or mergers with other companies, all with an eventual sale or other exit in mind. This conference will employ a unique two-day case study to provide practical and real-life legal guidance on how to address the myriad business, finance, tax, and regulatory issues that most successful companies confront in an increasingly regulated, technological, and global environment.


Your live conference registration includes the Friday night conference dinner at Wintergreen—please plan to join us. Guests are welcome at an additional cost of $60.  See registration options.


We have arranged a special lodging rate with Wintergreen. Please call (877) 655-8046 and say you are a part of this conference to take advantage of this offer.


Can't Attend?
Attend one of the 7 video replays offered statewide in May.
E-mail distance_ed@vacle.org to be notified when/if this program is made available as an online or USB seminar.
E-mail publications@vacle.org to be notified when/if this program's seminar materials are made available for sale.



Friday, April 22, 2016

Afternoon Session

12:00 Registration and Lunch (included with program)
1:00 Introduction to the Course Hypothetical
John Huddle
  • Setting out the details of the case study and hypothetical startup
1:10 The Three “T’s” for Every Startup—Taxes, Talent, and Technology

Steve Keeler
Panel: Patrick Asplin and Mike Lincoln
  • The career change
  • Taxes: choice of entity in the real world
  • Talent: structuring equity ownership among the founders, key executives, and passive angel investors
  • Assembling and utilizing a board
  • Technology: early identification and protection of IP
2:10 Sharing Your Most Valuable Assets: Avoiding Early-Stage Missteps with Technology and IP Licensing and Related Agreements
Todd Harris, Fourd Kemper, and Melanie Holloway
  • Business-oriented, expert advice on licensing, data hosting, confidentiality, non-solicitation, non-competition, and related agreements and covenants
3:10 Break
3:25 Bet on the Jockey, Not the Horse: Legal Issues in Management Team Development
Cathryn Le Regulski and Rita Patel
  • Hiring employees and independent contractors
  • Inventions assignment and other agreements
  • Employee incentives
4:05 Break
4:20 Legal Issues of Raising Capital for Growth
Matt Clary, Karl Knoll, and Mike Lincoln
  • Crowdfunding, and other recent developments after the JOBS Act
  • Angel investors and family offices
  • Venture capital investors and private equity investors
  • Debt financing
  • Alternatives to traditional equity or debt financing
5:20 Session adjourns
5:30 Cocktail Reception
6:45 Conference Dinner

Saturday, April 23, 2016

Morning Session

7:45 Breakfast
8:15 Getting Your Client’s Products and Services to Market: Evolving Distribution Models and Issues in Domestic and Foreign Markets
James Egerton-Vernon, Todd Harris, John Huddle, and Brent Justus
  • Product and service distribution models (options, factors, and tips)
  • IP monetization and protection
  • Contract essentials and practice pointers in domestic and international contracts
  • Compliance challenges and updates (including antitrust and export controls)
  • Leveraging existing Foreign Trade Agreements (FTAs) and two major pending FTAs
  • Dispute resolution in the modern (and global) age
9:30 Break
9:45 The Deal Lawyer as Counselor: Preparing Your Client for the Sale Process and Avoiding an Ambush at the Finish Line
Steve Keeler, Jeff Moore, and John Parris
  • Current capital markets dynamics impacting M&A and IPOs
  • Educating and guiding your seller client: avoiding the busted deal, managing client expectations, and maximizing (and preserving) transaction value
  • Negotiating Letters of Intent (or not)
  • Managing seller frustration and avoiding surprises in buyer due diligence
10:45 Break
11:00 Ethics for Business and Corporate Counsel
Tom Spahn
1:00 Seminar Adjourns
1:00 Networking Reception and Lunch



John M. Huddle, The Global Law Group, PLC / Richmond
Steven J. Keeler, McGuireWoods LLP / Charlottesville
Karl T. Knoll, Clarabridge, Inc. / Washington, DC


Patrick C. Asplin, Lenhart Pettit / Charlottesville
Matthew A. Clary, III, Law Offices of Matthew A. Clary, III / Fairfax
James Egerton-Vernon, Jones Day / Washington, DC
Todd Harris, Womble Carlyle Sandridge & Rice, LLP / Tysons Corner
Melanie C. Holloway, McGuireWoods LLP / Richmond
John M. Huddle, The Global Law Group, PLC / Richmond
J. Brent Justus, McGuireWoods LLP / Richmond
Steven J. Keeler, McGuireWoods LLP / Charlottesville
Talfourd H. Kemper Jr., Woods Rodgers PLC / Roanoke
Karl T. Knoll, Clarabridge, Inc. / Washington, DC
Michael R. Lincoln, Cooley LLP / Reston
Jeff Moore, RTK Family Capital LLC / Richmond
John M. Paris, Jr., Williams Mullen / Virginia Beach
Rita M. Patel, DLA Piper / Washington, DC
Cathryn Le Regulski, DLA Piper LLC / Reston
Thomas E. Spahn, McGuireWoods LLP / McLean

Locations, Dates and Fees

LIVE REGISTRATION FEES (Friday lunch included)

$350 regular registration (printed materials and Friday night dinner included).
$410 regular registration, with one guest dinner (printed materials included).

$335 preregistering VSB Business Law Section member (printed materials and Friday night dinner included).
$395 preregistering VSB Business Law Section member with one guest dinner (printed materials included).

$365 on-site registration (if space is available) (printed materials included).


Wintergreen / Friday and Saturday, April 22-23
Wintergreen Resort (Venue Website / Google Map)
Route 664
(800) 273-3390

A special 15% discount and free shipping on Virginia CLE®–published books will be available for purchases made at the seminar site.

Cancellation/transfer requests will be honored through 5:00 p.m. of the DAY BEFORE the seminar. 

If you have a disability that requires special accommodation, please contact Virginia CLE® well in advance of the program date.

Private recording of this program is prohibited.

Registration Options
  • Add to Cart


Our Address

  • 105 Whitewood Road
    Charlottesville, VA 22901


  • Virginia CLE® is the non-profit educational division of the Virginia Law Foundation.

© 2016 Virginia Law Foundation