Events

Below are my upcoming presentations.

Emerging Business Seminar – HOW TO STRUCTURE SUPPLY/MANUFACTURING AGREEMENTS

August 4th | 8-9:30 am | VIRTUAL  [Click Link to Register]

In today’s market, product-based companies are increasingly looking to outsource the production of their products. Rather than building costly manufacturing plants and dealing with the related operational challenges, businesses are turning to both domestic and foreign specialty product manufacturers.

While that approach preserves capital and outsources the daily headaches associated with the production process, it is not without risk. A business is literally placing its future in the hands of its chosen manufacturing partner. To ensure a good outcome, a well-structured manufacturing agreement is critical.

Topics for this complimentary seminar include:

  • Basic manufacturing terms
  • Pricing and protection against price increases
  • Ways to ensure products are manufactured in accordance with specifications and delivered on time
  • Term and termination
  • Volume and capacity issues
  • Warranties, quality control and recalls
  • Intellectual property ownership

Emerging Business Seminar – HOW TO RETAIN EMPLOYEES IN THE COVID-ERA

September 1st | 8-9:30 am | [Registration Link to Come]

**LIVE AT SKYSONG** (Scottsdale/McDowell Road)


Vantage – HOW TO INVEST IN PRIVATE COMPANIES

September 7th | 8-9:30 am | VIRTUAL  [Registration Link To Come]

During the early stages of a private company’s lifecycle, the necessary capital comes from “angel investors” who are willing to bear high risk for potentially high rewards. During the Great Recession, many potential angels sat on the sidelines. With the U.S. economy starting to show signs of life, however, those angels are looking to re-engage. This class presents topics including risks and rewards of private company investments; locating investment opportunities; analyzing prospective deals; negotiating favorable investment terms; protecting your investment, and the investor’s role post-closing


Greater Phoenix SCORE – HOW TO STRUCTURE CONSULTING RELATIONSHIPS

September 15th | 3-4:30 pm | VIRTUAL  [Click Here To Register]

In these uncertain economic times, companies are looking for ways to cut expenses and conserve cash. One increasingly popular way to do so is to outsource work to independent contractors instead of hiring additional employees.

Structured properly, these consulting relationships can add tremendous value to your business. Structured improperly, these relationships can bring about disastrous results. One common mistake – treating someone as an independent contractor when they should have been an employee under federal and state law – can lead to significant liability for both you and your company.

Topics for this complimentary seminar will include, among others:

  • Understanding the difference between employees and independent contractors, and the consequences for mischaracterization
  • Structuring and drafting the consulting agreement
  • The business deal
  • Representations and warranties
  • Authority to act for your company
  • Ownership of intellectual property
  • Confidentiality
  • Non-competition and non-solicitation covenants
  • Indemnification

HOW TO START A NEW BUSINESS

September 21st | 5-6:30 pm | VIRTUAL   [Registration Link To Come]

There are few things as exciting as starting your own business, but is Arizona the place to do it?

Fast Company has previously ranked Arizona #1 in the nation for entrepreneurial activity.  Our state ranks fifth for projected job growth according to Kiplinger. In a study recently conducted by a labor-analytics firm Emsi, Maricopa County was recently ranked the top county in the country for attracting and retaining workers. And Chief Executive included Arizona on its Top 10 States for Business list.

Topics for this webinar include:

  • Creating a business plan (i.e., how do you make money?)
  • Protecting your personal assets by forming a company
  • Selecting the right form of entity and creating a company Start-up funding
  • What it means to have partners and how to bring them in
  • Basic agreements every new business should have
  • Developing and protecting your brand
  • Building your advisory team

Greater Phoenix SCORE – HOW TO NEGOTIATE AND PREPARE CONTRACTS

September 28th | 3-4:30 pm | VIRTUAL   [Click Here To Register]

Contracts are daily part of a business owner’s life. When economic times were good, many owners ignored contractual formalities and some even abandoned written agreements altogether. During the days of abundant profits, “handshake deals” became the norm.

In the current market, however, proliferating disputes and costly litigation have laid bare the perils of doing business without a well-drafted contract. So, how can companies best protect their interests through the contract negotiation and preparation process?

Topics for this webinar include:

  • Challenges of doing business in today’s market
  • Contract negotiation best practices
  • Capturing agreed upon business terms in the contract
  • Ensuring today’s deal remains tomorrow’s deal
  • Key areas of exposure and ways to limit liability
  • Ways to resolve disputes and how to avoid them
  • Why “miscellaneous” provisions matter

Vantage – HOW TO RAISE CAPITAL…LEGALLY

October 5th | 8-9:30 am | VIRTUAL   [Registration Link To Come]

To start or expand a business, you need capital. Raising capital, however, is one of the most difficult challenges that a company can undertake. In the current economy, investors at all levels have become increasingly risk averse, resulting in even greater competition for their limited investment dollars. And heightened regulatory scrutiny by the SEC means that compliance with securities laws has never been more important.

So, what must an entrepreneur or business owner do to successfully navigate the process?

Topics for this seminar will include:

  • Creating a business plan (i.e., how do you make money?)
  • Protecting your personal assets by forming a company
  • Selecting the right form of entity and creating a company Start-up funding
  • What it means to have partners and how to bring them in
  • Basic agreements every new business should have
  • Developing and protecting your brand
  • Building your advisory team