entrepreneurial law institute - icle › images › seminars › brochure › 2015ci1131.pdf ·...

The Business Law, Information Technology Law, and Intellectual Property Law Sections of the State Bar of Michigan

1ST ANNUAL

Entrepreneurial Law instituteMAY 28–29, 2015 | DETROIT

www.icle.org/eli 877-229-4350

COSPONSORS REGISTER TODAY

2

Reg

iste

rW

elco

me

Sche

dul

e

ICLE’s Entrepreneurial Law institute

MAY 28–29, 2015 | DETROIT

Accelerate Your Client’s Journey to SuccessCapitalize on the new business opportunities surrounding Michigan’s entrepreneurial expansion at the only event that brings together lawyers, accountants, investors, and entrepreneurs. Become an essential advisor to your clients for the long haul by building the skills and expertise to advise on critical issues affecting new businesses and start-ups including funding, protecting IP rights, tax consequences, and more.

Why Should You Attend?Business Lawyers• Increase your client base and network with new referral sources• Understand the unique legal needs of start-up companies• Expand your legal advisor tool box by developing new skills and strategies

Accountants/CFPs• Take advantage of 2.75 CTFA credit as well as eligibility for CPE credit • Network with new potential clients and new referral sources• Identify the financial needs and funding solutions for entrepreneurs

Entrepreneurs• Understand the array of services available to start-up businesses• Connect with a team of advisors who can take your start-up to the next level

Don’t Miss Your Chance to Connect at Biz BashMeet the movers and shakers of Michigan’s start-up scene while unwinding at the end of the first day with food, music, and drinks at one of Detroit’s newest hotspots: Punch Bowl Social. (Separate registration required)

SILVER SPONSORS

REGISTER TODAYwww.icle.org/eli | 877-229-4350

3

DetailsMay 28–29, 2015

The Westin Book Cadillac 1114 Washington Blvd, Detroit, MI 48226

Level: Basic/ Intermediate/Advanced CLE: 8.75 CTFA Credit: 2.75* CPE credit available

Discounted rooms available at The Westin Book Cadillac See page 7

Special Networking Events:

Connecting the Connectors over Cocktails 5:00pm/Thursday The Westin Book Cadillac

Biz Bash 6:00pm/Thursday Punch Bowl Social

Register TodayOnline www.icle.org/eli

Call 877-229-4350

Fax 877-229-4351

Mail ICLE, 1020 Greene St. Ann Arbor, MI 48109-1444

Chris SingRehmann, Ann Arbor

Chris is a Principal in Rehmann’s Ann Arbor office where she leads the Accounting, Tax and Consulting (ACT) practice. Chris has more than 15 years of experience in public accounting, at local and national firms, as well as experience in private industry. Chris works closely with her business clients to help them take their businesses to the next level and enjoys steering emerging companies through their early stages of growth.

Lauren BigelowGrowth Capital Network, Ann Arbor

As CEO of the Growth Capital Network, Lauren manages programs for the philanthropic, health care, and innovation community providing strategic, project management, research, analytic, and evaluative services. Lauren is on the board of the Energy Innovation Business Council, the advisory board of the Erb Institute, and the Great Lakes Leaders Council and is a lecturer at the Ross School of Business at the University of Michigan.

Jacob CohenDetroit Venture Partners, Detroit

Jacob is a Partner at Detroit Venture Partners, an early-stage capital firm. Jacob has significant entrepreneurial experience, most notably as co-founder and CEO of Ugrub.com (formerly eatblue.com), a web-based advertising company focused on college markets, which sold to an industry competitor in 2006. He also spent two years as a strategy and operations consultant at Deloitte Consulting LLP.

Eric C. WilliamsWayne State University Law School, Detroit

Eric directs the Program for Entrepreneurship and Business Law at Wayne State University Law School. He previously worked in New York in private practice, as a legal consultant at Labaton Sucharow LLP, as a business litigation associate at Nixon Peabody LLP, and as a managing partner in the Law Office of Coleman and Williams. He also gained experience as senior program developer at Focus: HOPE in Detroit.

Hear from Experts in All Areas of Michigan’s Growing Start-Up Scene

*The Entrepreneurial Law Institute has been approved for 2.75 CTFA credits. CTFA credits should be distributed as follows: 1.25 FP, 1.5 TAX. This program has concurrent sessions. ICLE will provide a session by session credit breakdown at the seminar.

4

Reg

iste

rW

elco

me

Sche

dul

e



Agenda

8:00am ICLE Demo—Put the ICLE Partnership Resources to Work for Your Practice

9:00am Welcome and Introductions

9:30am Facilitating an Entrepreneur’s Journey to Success

10:30am Networking Break

THURSDAY, MAY 28, 2015

Core Concepts Track Funding Track Trusted Advisor/Advanced Track

10:45am Interview an Entrepreneur Workshop

Getting Ready For Funding: Clean Your House Before the Guests Arrive

Lawyer as Consigliere—Becoming a Strategic Business Partner

11:40am What to Expect When You Expect Funding

Choose the Right Client, Set the Right Payment Structure, and Get Paid

12:30pm Lunch on Premises Lunch on Premises Lunch on Premises

1:30pm Handling the Most Common Intellectual Property Issues

Private Money Goes Public: Crowdfunding and General Solicitation Rules

Tax and Accounting Workshop

2:55pm Don’t Always Go to Delaware: Formation Strategies

Nuts and Bolts of Venture Capital and Angel Investing

FRIDAY, MAY 29, 2015

Core Concepts Track Thinking Bigger Track Trusted Advisor/Advanced Track

10:25am The Ins and Outs of Real Estate Leasing, Acquisition, and Shared Space*

Advising Social Entrepreneurs on New Hybrid Forms of Entity*

Understanding Marketing, Branding, E-Commerce, and Naming a Business*

11:30am Employment Law: Tips To Avoid Legal Pitfalls with Employees*

Troubleshooting Global Issues for New Businesses*

Protecting Innovation— 5 Patent Mistakes to Avoid*

8:00am Continental Breakfast and Registration Daily

* MP3 download available to all registrants after the seminar.

3:40pm Networking Break

4:00pm The Evolving Economic Ecosystem of Entrepreneurs in Michigan

5:00pm Connecting the Connectors over Cocktails

6:00pm Biz Bash at Punch Bowl Social (Separate registration required)

8:00am Breakfast Roundtable: Networking and Marketing (Separate registration required—limited seating)

9:00am Growing Together: Lawyers, Accountants, and Entrepreneurs Sound Off

10:10am Networking Break


5

Schedule Details

Plenary SessionsThursday Moderator: Patricia Glaza, Invest Detroit, DetroitFriday Moderator: Chris Sing, Rehmann, Ann Arbor

9:30am/Thursday

Facilitating an Entrepreneur’s Journey to SuccessExplore the development of an entrepreneurial company with examples from IT, energy, and biotech where lawyers and accountants helped to streamline processes, prepare for challenges, and serve as a long-term advisor to the company.Lauren Bigelow, Growth Capital Network, Ann Arbor

4:00pm/Thursday

The Evolving Economic Ecosystem of Entrepreneurs in MichiganGrow your knowledge of Michigan’s key players, engage with support organizations, and immerse yourself in your clients’ industries so you gain the perspective needed to help your clients thrive.Jacob Cohen, Detroit Venture Partners, Detroit; Joe Lampen, Start Garden, Grand Rapids; Ryan Vaughn, Varsity News Network, Grand Rapids

5:00pm/Thursday

Connecting the Connectors over CocktailsEnjoy drinks with fellow lawyers, accountants, and entrepreneurs, and connect with key organizations that help Michigan start-ups.

6:00pm/Thursday

Biz Bash at Punch Bowl SocialHit one of Detroit’s newest hotspots, for music, food, and drinks. Plus, rub elbows with the movers and shakers of Michigan’s start-up scene.(Separate registration required)

8:00am/Friday

Breakfast Roundtable: Networking and MarketingSit down with the leaders in small business practice to learn how they rose to the top of their field. Share experiences, get questions answered, and network with colleagues. (Separate registration required—limited seating)

9:00am/Friday

Growing Together: Lawyers, Accountants, and Entrepreneurs Sound OffExplore what all sides are looking for in a mutually beneficial relationship so that you are worth more than just the documents and spreadsheets you prepare.Chris Sing, Rehmann, Ann Arbor; Eric J. Sosenko, Brinks Gilson & Lione, Ann Arbor; Andrea Roumell Dickson, ENT Biotech Solutions Inc., Detroit; David N. Parsigian, Honigman Miller Schwartz and Cohn LLP, Ann Arbor; Michelle Crumm, Ultra Electronics AMI, Ann Arbor

Core Concepts TrackThursday Moderator: Adam M. Linkner, Varnum LLP, NoviFriday Moderator: Shavon J. Smith, SJS Law Firm, Washington, DC

10:45am/Thursday

Interview an Entrepreneur WorkshopLearn the fundamentals of conducting an interview of early-stage entrepreneurial company owners and get the keys to building client rapport with helpful, specific interviewing techniques.Dana A. Thompson, University of Michigan Law School Entrepreneurship Clinic, Ann Arbor; Eric C. Williams, Wayne State University Law School, Detroit

1:30pm/Thursday

Handling the Most Common Intellectual Property IssuesLearn to select business names the company can legally use, ensure the company owns the intellectual property rights to its assets, understand why noncompetition agreements may be harmful, protect trade secrets when the other side won’t sign a nondisclosure agreement, and consider implementing “conflicts of commitment” policies.Susan M. Kornfield, Bodman PLC, Ann Arbor

2:55pm/Thursday

Don’t Always Go to Delaware: Formation StrategiesMany early stage companies form in Delaware—but is it right for everyone? Explore the pros and cons, including the advantages of Michigan entities.Harvey Koning, Varnum LLP, Grand Rapids

10:25am/Friday

The Ins and Outs of Real Estate Leasing, Acquisition, and Shared Space*Start-ups often have unique real estate needs. Gain proven strategies for leasing, subleasing and shared space agreements plus alternatives for acquisition, such as land contracts and options.Lawrence Shoffner, Lawrence Shoffner Esq., Detroit

11:30am/Friday

Employment Law: Tips To Avoid Legal Pitfalls with Employees*Get tips from experienced legal counsel on how to start off on the right foot with your (future) employees and save on costly litigation on the back end.Gillian P. Yee, Ogletree Deakins Nash Smoak & Stewart PLLC, Birmingham


6

Reg

iste

rW

elco

me

Sche

dul

e



Schedule Details


Funding TrackModerator: Mark J. Bennett, MJBennett PLLC, Birmingham

10:45am/Thursday

Getting Ready For Funding: Clean Your House Before the Guests ArriveResolve critical issues before asking for funding—complete organizational documents, dispose of extraneous interests, define participants’ roles, prepare believable projections, and know what you intend to ask for and what you intend to provide. Kenneth F. Silver, Hertz Schram PC, Bloomfield Hills

11:40am/Thursday

What to Expect When You Expect FundingGet clients the funding they need on the best available terms and help them understand the differences between available funding sources. Richard C. Bruder, Kemp Klein Law Firm, Troy

1:30pm/Thursday

Private Money Goes Public: Crowdfunding and General Solicitation RulesLearn the rules, opportunities, and dangers surrounding crowdfunding and the adoption of rules allowing public advertisement of private offerings.Richard D. Hoeg, Honigman Miller Schwartz and Cohn LLP, Ann Arbor

2:55pm/Thursday

Nuts and Bolts of Venture Capital and Angel InvestingUnderstand the quantity and types of deals being done by VCs in Michigan and the growing number of angels and angel groups from an angel investor and longtime venture capitalist. Joseph (Skip) Simms, Michigan Angel Fund, Ann Arbor

Trusted Advisor/Advanced TrackThursday Moderator: Alyssa R. Martina, University of Michigan Law School Zell Entrepreneurship and Law Program, Ann ArborFriday Moderator: Kylyn C. Mead, Go Docs Go, Chelsea

10:45am/Thursday

Lawyer as Consigliere—Becoming a Strategic Business PartnerLearn techniques to maximize the rewards from the new business owner-lawyer relationship and why every new business owner should have a consigliere.Michelle C. Harrell, Maddin Hauser Roth & Heller PC, Southfield

11:40am/Thursday

Choose the Right Client, Set the Right Payment Structure, and Get PaidAlign your payment structure with the realities of a startup—entrepreneurs value predictability more than low prices. Explore the alternative arrangements to getting paid, including equity-for-services, deferral of legal fees, and equity investments.Jeffrey M. Schox, Schox Patent Group, San Francisco, CA

1:30pm/Thursday

Tax and Accounting WorkshopTake a guided tour through the challenging tax and accounting issues that all new businesses face. With expert guidance and hands-on practice, make your way through your client’s first tax returns with confidence.Thomas V. Alongi, UHY LLP, Sterling Heights; Charles P. Barnes, C. Patrick Advisors, Livonia; Steven Everson, MRPR CPAs and Advisors, Southfield

10:25am/Friday

Understanding Marketing, Branding, E-Commerce, and Naming a Business*Grasp how to coordinate the corporate name, brand and logos with the domain name and internet commerce. T.J. Ackert, Miller Johnson, Grand Rapids

11:30am/Friday

Protecting Innovation—5 Patent Mistakes to Avoid*Gain an expert’s perspective on the common mistakes companies make when approaching/developing a patent strategy to maintain a company’s competitive edge.Kristin L. Murphy, Brooks Kushman PC, Southfield

Thinking Bigger TrackFriday Moderator: Gurinder J. Singh, Auvera Legal PLLC, Macomb

10:25am/Friday

Advising Social Entrepreneurs on New Hybrid Forms of Entity*Explore the new “hybrid” forms of entity available to social entrepreneurs and related implications for the fiduciary duties of directors and officers of social enterprises.David B. Guenther, Conlin McKenney & Philbrick PC, Ann Arbor

11:30am/Friday

Troubleshooting Global Issues for New Businesses*Spot key issues for your clients who export and import internationally and help them comply with U.S. laws and regulations on anti-money laundering, corrupt practices, and more. Deborah Burand, University of Michigan Law School, Ann Arbor; Timothy L. Dickinson, Paul Hastings LLP, Washington, DC; A. Reed Newland, Plastipak Packaging Inc., Plymouth; Bruce C. Thelen, Dickinson Wright PLLC, Detroit


7

5BW

4 Ways to Register

4Mail (form with payment) ICLE, 1020 Greene St. Ann Arbor, MI 48109-1444

2Call (with credit card) 877-229-4350

3Fax (form with credit card) 877-229-4351

1Online (with credit card) www.icle.org/eli

G. Payment Info | Calculate Total and Select Check/CC

Institute Registration (Box B) $

Electronic Materials Only Discount2 (Box C) $

Biz Bash (Box E) $

Institute Materials for Non-Registrant (Box F) $

Add 6% MI Sales Tax (on Institute Materials for Non-Registrant only) $

Total Amount Due $

Check Check No. Payable to: ICLE

Visa Mastercard Amex Discover

CC No. Exp. Date

Signature for CC

A. Personal Info

Name

MI Bar# ICLE P’ship#

Firm

Address

City State Zip

Phone Fax

E-mail

B. Institute Registration | Pick One

Entrepreneurial Law Institute

$395 General

$365 Cosponsor Section Member

$345 ICLE Partner

$295 4+ lawyers from the same firm (per lawyer)1

$195 New Lawyer (0–3 years in practice P75750+)

$195 Founder/Member of Start-Up

C. Materials Format | Institute Registrant Pick One

FREE Print Handbook and Electronic Materials

Save $25 Electronic Materials Only2

D. Breakfast Roundtable | Optional

Yes, I will attend. Limit 60. Breakfast included. (no additional fee)

F. Institute Materials for Non-Registrant | Optional

Can’t attend? Purchase the electronic materials and select recordings.

$195 Non-ICLE Partner (No Institute Admission)

$136.50 ICLE Partner (No Institute Admission)

15CI-1131

(-$25)

1 Please attach additional sheet listing lawyers attending.2 Registrants will receive the print handbook and electronic materials if no format is specified. Select “electronic materials only” discount or enter SAVE25 online to save $25 off registration fee. Materials will be posted online before the seminar. Persons with disabilities or dietary restrictions: For special arrangements please contact ICLE no later than seven days before the seminar. Walk-in Registrations: Permitted on a space-available basis or if registrants fail to claim their seat in the first 15 minutes of the seminar. Institute Cancellation Policy: In order to receive a full refund, you must notify ICLE by May 14, 2015. After May 14, a $45 handling fee will be assessed. No refunds will be issued after May 21, 2015.

The Westin Book Cadillac 1114 Washington Blvd, Detroit, MI 48226, 313-442-1600

A block of rooms has been reserved at a discounted rate at the Westin Book Cadillac for May 28, 2015. Reservations must be made by May 7, 2015 by calling 313-442-1600. Reference ICLE and the Entrepreneurial Law Institute to receive your discounted rate. Registrants are responsible for their own hotel expenses.

E. Biz Bash at Punch Bowl Social | Optional

FREE Institute Registrant

$25 Guest

1ST ANNUAL

Entrepreneurial Law institute

The Business Law, Information Technology Law, and Intellectual Property Law Sections of the State Bar of Michigan

COSPONSORS

www.icle.org/eli 877-229-4350

REGISTER TODAY

MAY 28–29, 2015The Westin Book Cadillac, Detroit

Accelerate Your Client’s Journey to Success

entrepreneurial law institute - icle › images › seminars › brochure › 2015ci1131.pdf ·...

Documents