Business Advice and Financial Planning

Big Ticket Federal and Illinois Laws and Regulations That Transactional Health Care Lawyers Must Know

ISBA Members: Use your 15 hours of Free CLE credits to order this program –
just use the green button next to the “Add to Cart” button below!

Presented by the ISBA Health Care Law Section


1.0 hours MCLE credit


Original Program Date: Thursday, September 5, 2024
Accreditation Expiration Date: ­­­­­­­­­­­­­­­­­­­­­­­­­September 16, 2026 (You must certify completion and save your certificate before this date to get MCLE credit)


Strategic corporate transactions that involve hospitals and health systems are subject to a plethora of federal, state, and local laws and regulations. The high level of governmental oversight requires that hospital/health system transactions have separate signings and closings to allow sufficient time for the parties to accommodate the many filings, notices, consents, and other governmental approvals that are necessary to close the transaction as well as operate the business effectively after closing. This presentation highlights the “big ticket” federal and Illinois laws and regulations that you need to know to be an effective hospital/health system deal lawyer as well as best practices for efficiently getting over the closing finish line. Health care, government, and corporate lawyers with basic to intermediate practice experience who attend this online program will better understand:
  • Federal and Illinois laws and regulations that loom large for strategic corporate transactions that involve hospitals and health systems;
  • Best practices for efficiently and effectively navigating the executory period between signing and closing; and
  • Consequences for failing to meet governmental requirements for closing a hospital/health system transaction.

Program Coordinator:
James R. Engelman, Attorney at Law, Lexington

Program Moderator:
Meredith E. Eng, Polsinelli P.C., Chicago

Program Speakers:
Meredith E. Eng , Polsinelli P.C., Chicago
Nasir Hussain , Winston & Strawn LLP, Chicago
Sumaya M. Noush
, McDermott Will & Emery LLP, Chicago


Pricing Information

  • Please Note: You must attend the entire program in order to earn MCLE credit for this seminar.
  • ISBA sponsoring section members get a $10 registration discount (which is automatically calculated in your cart when you log in to register).
  • Fees:
    • ISBA Member Price of $35 is displayed below when you login and program is eligible for Free CLE member benefit.
    • Non-Member Price $70
    • New Attorney Member (within the first five years of practice) - $25
    • Law Students – Free

The Dawning of the Age of Artificial Intelligence: Promise or Threat to the Practice of Law?

ISBA Members: Use your 15 hours of Free CLE credits to order this program –
just use the green button next to the “Add to Cart” button below!

Presented by the ISBA Standing Committee on Artificial Intelligence & The Practice of Law


2.0 hours MCLE credit, including 2.0 hours Professional Responsibility MCLE credit in the following category: Professionalism, Civility, Legal Ethics, or Sexual Harassment Prevention


Original Program Date: Friday, June 7, 2024
Accreditation Expiration Date: ­­­­­­­­­­­­­­­­­­­­­­­­­August 5, 2026 (You must certify completion and save your certificate before this date to get MCLE credit)


Machines thinking like humans used to be the premise of Sci-Fi novels and movies, but machines are now doing what we never thought possible. Join us for an overview of how this technology is already impacting the practice of law, why you should use it, how to use it ethically and efficiently, and how to recognize (and address) the risks of using it. Topics include:
  • What is artificial intelligence and how does it work?
  • How will artificial intelligence change the practice?
  • What is the promise of AI and peril to the practice?
  • Will it be a boost to productivity, or will it replace lawyers?
  • How will we deal with the threat of disinformation?

Artificial Intelligence and the Law: Promise or Peril?
Don’t miss this in-depth look at how artificial intelligence is being used in the legal practice, as well as the ethical issues to be aware of when using this technology. Topics include: recent developments in AI, type of AI, the application of artificial intelligence in the practice of law; how artificial intelligence is being used in the courts; and how to recognize (and address) Deep Fakes.
Moderator: George (“Geo”) Bellas , Bellas & Wachowski, Park Ridge
Jonathan Nessler, Nessler & Associates Ltd., Springfield
Nelson Rosario, Rosario Tech Law, LLC, Chicago

Practical Demonstration of Artificial Intelligence in the Practice
Learn how to identify problems that artificial intelligence can solve (and which AI tools to use in solving that problem) with this informative presentation. Examples of how artificial intelligence can assist with office tasks and market your law practice are also included.
Drew G. Vaughn
, Deviant Marketing LLC, Chicago


Pricing Information

  • Please Note: You must attend the entire program in order to earn MCLE credit for this seminar.
  • ISBA sponsoring section members get a $10 registration discount (which is automatically calculated in your cart when you log in to register).
  • Fees:
    • ISBA Member Price of $70 is displayed below when you login and program is eligible for Free CLE member benefit.
    • Non-Member Price $140
    • New Attorney Member (within the first five years of practice) - $25
    • Law Students – Free

So You Want to Practice Sports & Entertainment Law: The Rules of the Game

ISBA Members: Use your 15 hours of Free CLE credits to order this program –
just use the green button next to the “Add to Cart” button below!

Presented by the ISBA Sports & Entertainment Law Section*
Co-sponsored by the ISBA Business & Securities Law Section and ISBA Intellectual Property Section


1.50
hours MCLE credit


Original Program Date: Saturday, June 8, 2024
Accreditation Expiration Date: ­­­­­­­­­­­­­­­­­­­­­­­­­August 12, 2026 (You must certify completion and save your certificate before this date to get MCLE credit)


The sports and entertainment law landscape often confuses attorneys regarding what exactly it entails. This in-depth seminar is designed to guide legal professionals on the dynamic journey of becoming a sports and entertainment lawyer – from networking strategies and ethical considerations to relationship building and understanding the various ways you can help clients in the sports/music/film industry. Business law attorneys, intellectual property practitioners, corporate law council, and new attorneys with basic to intermediate practice experience who attend this program will better understand:
  • The various pathways to becoming a sports and entertainment lawyer;
  • The types of cases sports and entertainment attorneys may handle;
  • The importance of cultivating professional relationships in the sports and entertainment legal field, including building and maintaining mentor-mentee relationships;
  • How to identify and engage with key professionals in the sports and entertainment industry; and
  • The ethical considerations that are specific to sports and entertainment law.

Program Coordinator:
Sivonnia DeBarros , SL DeBarros Law Firm LLC, Woodstock

Program Speakers:
Sivonnia DeBarros , SL DeBarros Law Firm LLC, Woodstock
Jeremy Evans , California Sports Lawyer, Los Angeles
Charles Harrington, Chiii Law, Chicago
Michael Whittle,
St. Louis Cardinals, St. Louis

*Join the NEW ISBA Sports & Entertainment Law Section -
FREE membership
through June 2025 and a $10 section member discount on CLE programming sponsored by the section!


Pricing Information

  • Please Note: You must attend the entire program in order to earn MCLE credit for this seminar.
  • ISBA sponsoring section members get a $10 registration discount (which is automatically calculated in your cart when you log in to register).
  • Fees:
    • ISBA Member Price of $52.50 is displayed below when you login and program is eligible for Free CLE member benefit.
    • Non-Member Price $105
    • New Attorney Member (within the first five years of practice) - $25
    • Law Students – Free

What's New? Hot Topics and Big Changes in the World of Arbitration

ISBA Members: Use your 15 hours of Free CLE credits to order this program –
just use the green button next to the “Add to Cart” button below!

Presented by the ISBA Alternative Dispute Resolution Section


1.50 hours MCLE credit, including 1.50 hours Professional Responsibility MCLE credit in the following category: Professionalism, Civility, Legal Ethics, or Sexual Harassment Prevention credit


Original Program Date: Thursday, June 20, 2024
Accreditation Expiration Date: ­­­­­­­­­­­­­­­­­­­­­­­­­July 29, 2026 (You must certify completion and save your certificate before this date to get MCLE credit)


Don’t miss this hot topic discussion on several important changes taking place in the world of arbitration. Insurance lawyers, corporate law counsel, family law attorneys, general practitioners, and new attorneys who attend this online seminar will get the updates they need regarding:
  • Expedited arbitration: when does it apply and what are the benefits?
  • Behind the curtain: how the arbitrator selection really works;
  • Appeals in arbitration: how to appeal within the arbitration process;
  • Mass arbitrations: the good, the bad, and the rules of the road;
  • Why diversity matters in arbitration; and
  • What’s next: how artificial intelligence and alternative dispute resolution interact.

Program Coordinator:
Missy Greathouse , Dispute Resolution institute, Inc., Carbondale

Program Chat Moderator:
Kristen E. Hudson , Dickinson Wright, PLLC, Chicago

Program Speakers:
Svetlana Gitman , American Arbitration Association, Chicago
Nicholas A. Gowen , Burke Warren MacKay and Serritella, Chicago
Daniel R. Saeedi
, Blank Rome, Chicago



Pricing Information

  • Please Note: You must attend the entire program in order to earn MCLE credit for this seminar.
  • ISBA sponsoring section members get a $10 registration discount (which is automatically calculated in your cart when you log in to register).
  • Fees:
    • ISBA Member Price of $52.50 is displayed below when you login and program is eligible for Free CLE member benefit.
    • Non-Member Price $105
    • New Attorney Member (within the first five years of practice) - $25
    • Law Students – Free

Spotting and Solving Customs Problems for Businesses That Import

ISBA Members: Use your 15 hours of Free CLE credits to order this program –
just use the green button next to the “Add to Cart” button below!

Presented the International & Immigration Law Section
Co-sponsored by the ISBA Administrative Law Section, ISBA Business Advice & Financial Planning Section, and the ISBA Diversity Leadership Council


1.0 hour MCLE credit


Original Program Date: Wednesday, May 29, 2024
Accreditation Expiration Date: ­­­­­­­­­­­­­­­­­­­­­­­­­June 13, 2026 (You must certify completion and save your certificate before this date to get MCLE credit)


Learn how to spot compliance issues and solve customs import problems for your next client with this informative seminar. Business advice attorneys, international and immigration law lawyers, and administrative law counsel with basic practice experience who attend this online program will better understand:
  • The liabilities for businesses importing goods into the United States;
  • How to classify and determine value of goods using Tariff Schedule;
  • How antidumping and countervailing duties help level the playing field for domestic businesses that have been injured by unfairly traded imports;
  • Detentions and seizures;
  • Potential penalties to be aware of;
  • When to disclose prior violations;
  • And more!

Program Coordinator/Chat Moderator:
Angela Peters , Buffalo Grove Law Offices, Arlington Heights

Program Speaker:
Jason Wapiennik
, Great Lakes Customs Law, Illinois/Michigan


Pricing Information

  • Please Note: You must attend the entire program in order to earn MCLE credit for this seminar.
  • ISBA sponsoring section members get a $10 registration discount (which is automatically calculated in your cart when you log in to register).
  • Fees:
    • ISBA Member Price of $35 is displayed below when you login and program is eligible for Free CLE member benefit.
    • Non-Member Price $70
    • New Attorney Member (within the first five years of practice) - $25
    • Law Students – Free

The Ethics of What NOT To Do as a Business Lawyer

ISBA Members: Use your 15 hours of Free CLE credits to order this program –
just use the green button next to the “Add to Cart” button below!

Presented by the ISBA Business and Securities Law Section


2.0 hours MCLE credit, including 2.0 hours Professional Responsibility MCLE credit in the following category: Professionalism, Civility, Legal Ethics, or Sexual Harassment Prevention


Original Program Date: Tuesday, May 21, 2024
Accreditation Expiration Date: ­­­­­­­­­­­­­­­­­­­­­­­­­June 6, 2026 (You must certify completion and save your certificate before this date to get MCLE credit)


Don’t miss this online program that is designed to give new business attorneys a better understanding of the key recurring issues to be aware of, as well as inform more experienced business attorneys of the novel and complex ethical issues that may arise in their practice. Business advice lawyers, civil practice attorneys, and corporate law counsel who attend this seminar will better understand:
  • The ethical issues in determining the identity of the client in the corporate context;
  • The conflicts of interest to be aware of, especially during dual representation;
  • The nationwide concerns with competence and the unauthorized practice of law;
  • Confidentiality issues and duties to third parties in a transaction;
  • The professional conduct concerns when offering legal counsel outside the scope of your expertise;
  • Knowing when your client communication is privileged (and when it is not); and
  • Much more.

Program Coordinator:
Jay Schleppenbach , Dechert LLP, Chicago

Program Moderator:
Colin Clark, Sandberg Phoenix, Edwardsville

Program Chat Moderator:
Candice L. Kline, Saul Ewing LLP, Chicago


Welcome and Introductions
Colin Clark, Sandberg Phoenix, Edwardsville

Don’t Try to Represent Everyone: The Identity of the Client and Conflicts of Interest in the Corporate Setting
Business attorneys may find themselves dealing with a variety of individuals and legal entities throughout the course of a single transaction or legal issue. It is important to determine and document who the client is and make sure to avoid conflicts of interest. This segment examines scenarios to be aware of in which executives may ask for individual representation, side projects, or legal services in exchange for business equity. Topics include Illinois Rule of Professional Conduct 1.13 (the organization as client), Rule 1.7 (conflicts of interest in dual representation), and Rule 1.18 (prospective client). Examples of disciplinary action where attorneys have run afoul of these rules are included throughout the discussion.
Nikhil A. Mehta, Saul Ewing LLP, Chicago

Don’t Take on Tasks Beyond Your Expertise or The Scope of Your License
Because so many companies do business nationwide, they often come to their attorneys with a wide range of legal problems. Lawyers may be tempted to work through their client’s legal issues, even when those issues are not within their area of expertise or geographic experience. This presentation explores a number of hypothetical scenarios to be aware of and offers examples of disciplinary actions that have resulted from these types of situations. Topics include: Rule 1.1 (competence), Rule 5.5 (the unauthorized practice of law), and Rule 2.1 (the scope of advice).
Chad J. Richter, Mathis Marifian & Richter Ltd., Edwardsville

Don’t Reveal or Use Client Confidences
The Illinois Rule of Professional Conduct 1.6 state that lawyers may not “reveal information relating to the representation of a client” except under certain circumstances. There are also laws (such as those against insider trading) that prohibit the use of client confidences. But Illinois Rule of Professional Conduct 4.1 does provide that lawyers have some limited duties towards third parties. Join us for this comprehensive look at how to handle a myriad of issues regarding client confidences, including cooperating with government investigation into client crimes or fraud, clients requesting “the same deal” as a prior client got, mistakes made by the other side in a transaction, and aiding and abetting breach of fiduciary duty. Examples of real-life cases that resulted in disciplinary action are also included.
Christopher C. Kendall, The Law Office of Christopher C. Kendall, P.C., Chicago

Don’t Assume All Your Client Communications Are Privileged
Business attorneys often wear multiple hats by providing both legal and business advice to their clients. Jurisdictions are split over whether and when “dual-purpose” communications can be covered by the privilege. The Second, Fifth, Sixth, and Ninth Circuits state that communications are privileged only if legal advice is “the” primary purpose. The D.C. Circuit applies privilege if legal advice is “a” primary purpose. Yet the Seventh Circuit views it differently altogether. This segment explores the various issues to be aware of, including why separating business and legal advice as much as possible is paramount. A discussion on the importance of developing clear document retention policies for both business and legal communication is also included.
Jay Schleppenbach, Dechert LLP, Chicago

Final Remarks/Questions
Colin Clark
, Sandberg Phoenix, Edwardsville


Program Information

  • Please Note: You must attend the entire program in order to earn MCLE credit for this seminar.
  • ISBA sponsoring section members get a $10 registration discount (which is automatically calculated in your cart when you log in to register).
  • Fees:
    • ISBA Member Price of $70 is displayed below when you login and program is eligible for Free CLE member benefit.
    • Non-Member Price $140
    • New Attorney Member (within the first five years of practice) - $25
    • Law Students – Free

Applying Artificial Intelligence Tools in Your Practice

ISBA Members: Use your 15 hours of Free CLE credits to order this program –
just use the green button next to the “Add to Cart” button below!

Master Series presented by the Illinois State Bar Association


1.0 hour MCLE credit, including 1.0 hour Professional Responsibility MCLE credit in the following category: Professionalism, Civility, Legal Ethics, or Sexual Harassment Prevention credit


Original Program Date: Wednesday, May 15, 2024
Accreditation Expiration Date: ­­­­­­­­­­­­­­­­­­­­­­­­­May 20, 2026 (You must certify completion and save your certificate before this date to get MCLE credit)


Don’t miss this opportunity to hear from our highly-popular speaker, Drew Vaughn , as he offers this one-hour primer on artificial intelligence, including the ethical considerations you need to be aware of and the practical examples of what it can actually do for you and your law practice.


Program Speaker:
Andrew G. Vaughn, Deviant Marketing, Chicago

About the Speaker: Drew Vaughn is a lawyer who understands marketing and, as an Artificial Intelligence Consultant for law firms, understands today’s technology. He is the Founder and Chief Marketing Officer of Deviant Marketing, LLC , as well as the Founder of Tin Foil Hat Tech, which specializes in cybersecurity, artificial intelligence, and privacy issues. Additionally, Drew created NuVorce – the only law firm ever named a finalist for the prestigious Chicago Innovation Awards, and also created the second most effective Facebook ad in history (a Facebook ad with a 27,000% rate of return). In 2017, Drew created the ad that won the 2017 Legal Ad of the Year. Drew is also a Professor at Loyola University Chicago School of Law.



Pricing Information

  • Please Note: You must attend the entire program in order to earn MCLE credit for this seminar.
  • ISBA sponsoring section members get a $10 registration discount (which is automatically calculated in your cart when you log in to register).
  • Fees:
    • ISBA Member Price of $35 is displayed below when you login and program is eligible for Free CLE member benefit.
    • Non-Member Price $70
    • New Attorney Member (within the first five years of practice) - $25
    • Law Students – Free

Achieving Wellness, Work-Life Balance, and Long-Term Success in Your Law Practice

ISBA Members: Use your 15 hours of Free CLE credits to order this program –
just use the green button next to the “Add to Cart” button below!

Master Series presented by the Illinois State Bar Association


1.50 hours MCLE credit, including 1.50 hours Professional Responsibility MCLE credit in the following category: Mental Health & Substance Abuse credit


Original Program Date: Wednesday, May 8, 2024
Accreditation Expiration Date: ­­­­­­­­­­­­­­­­­­­­­­­­­May 14, 2026 (You must certify completion and save your certificate before this date to get MCLE credit)


Are you feeling overwhelmed by the unrelenting demands of your legal career? If so, then you are not alone. Don’t miss this opportunity to listen as our renowned speaker, Doug Brown, addresses the unique challenges attorneys face in our modern world. Together, we'll explore transformative strategies to reduce stress, find balance, and rekindle your passion for law. Attorneys who attend this seminar will learn how to:
  • Balance high standards with realistic goals;
  • Establish firm work-life boundaries (while continuing to achieve your goals);
  • Navigate firm culture securely and confidently; and
  • Prioritize your physical and mental health.

About the Speaker:
Doug Brown, J.D., is the Chief Learning Officer at Summit Success, LLC. As an executive coach, law practice consultant, and growth strategist he shares practical strategies to promote sustainable law firm growth and lawyer well-being. An authority implementing positive change, his experience includes private and in-house legal practice and business marketing, sales, human resources, finance, and information technology. He also served as chief executive of the Connecticut Bar Association and chief operating officer for a chain of fine jewelry stores. As Program Chair and Professor in the MBA Program for The Malcolm Baldrige School of Business at Post University, he designed and delivered MBA programs in leadership, entrepreneurship, finance, and innovation specifically for experienced executives.


Pricing Information

  • Please Note: You must attend the entire program in order to earn MCLE credit for this seminar.
  • ISBA sponsoring section members get a $10 registration discount (which is automatically calculated in your cart when you log in to register).
  • Fees:
    • ISBA Member Price of $52.50 is displayed below when you login and program is eligible for Free CLE member benefit.
    • Non-Member Price $105
    • New Attorney Member (within the first five years of practice) - $25
    • Law Students – Free

(D)emystifying a (P)rivacy (A)cronym: Data Protection Addendum (DPA) 101

ISBA Members: Use your 15 hours of Free CLE credits to order this program –
just use the green button next to the “Add to Cart” button below!

Presented by the ISBA Privacy and Information Security Law Section


1.50 hours MCLE credit, 1.50 hours Professional Responsibility MCLE credit in the following category: Professionalism, Civility, or Legal Ethics credit, or Sexual Harassment Prevention credit


Original Program Date: Friday, April 26, 2024
Accreditation Expiration Date: May 20, 2026 (You must certify completion and save your certificate before this date to get MCLE credit)


Don’t miss this program that is designed to help demystify the Data Protection Addendum (DPA) and show you how to approach third party/vendor contracts involving personal data. Business advice/financial planning attorneys, corporate law counsel, privacy and security law lawyers, and legal technology practitioners with basic practice experience who attend this online program will better understand:
  • When a DPA is required;
  • What is involved in a DPA, including key terms and requirements (from both a data controller and data processor perspective);
  • The policies and procedures required to supplement DPA promises;
  • The new technologies that impact DPAs and require special considerations;
  • The legal landscape governing contracts involving “personal” data, including U.S. and international differences;
  • When to escalate issues to privacy professionals; and
  • Much more.

Program Coordinator:

Rita W. Garry , Howard & Howard Attorneys PLLC, Chicago

Program Chat Moderator:
Fariz Burhanuddin , Burhanuddin Law, Chicago

Program Speakers:
Rita W. Garry , Howard & Howard Attorneys PLLC, Chicago
Tatyana L. Ruderman , InfoLawGroup, LLP, Chicago


Pricing Information

  • Please Note: You must attend the entire program in order to earn MCLE credit for this seminar.
  • ISBA sponsoring section members get a $10 registration discount (which is automatically calculated in your cart when you log in to register).
  • Fees:
    • ISBA Member Price of $52.50 is displayed below when you login and program is eligible for Free CLE member benefit.
    • Non-Member Price $105
    • New Attorney Member (within the first five years of practice) - $25
    • Law Students – Free

International Commercial Arbitration Series Part 2 - Choosing the Right Arbitral Form and Drafting Arbitration Clauses

ISBA Members: Use your 15 hours of Free CLE credits to order this program –
just use the green button next to the “Add to Cart” button below!

Presented by the ISBA International & Immigration Law Section
Co-sponsored by the ISBA Alternative Dispute Resolution Section, ISBA Federal Civil Practice Section, ISBA Construction Law Section,
and the ISBA Diversity Leadership Council



1.50 hours MCLE credit, including 1.50 hours Professional Responsibility MCLE credit in the following category: Professionalism, Civility, or Legal Ethics credit, or Sexual Harassment Prevention credit


Original Program Date: Wednesday, April 17, 2024
Accreditation Expiration Date: ­­­­­­­­­­­­­­­­­­­­­­­­­May 20, 2026 (You must certify completion and save your certificate before this date to get MCLE credit)


Join us for Part 2 of the International Commercial Arbitration Series as our speakers give you their best practice tips for drafting arbitration clauses, point out the pitfalls to avoid, and offer a comparison of major international arbitral institutions. Additional topics include:
  • The considerations for selecting the seat of arbitration;
  • The importance of knowing the applicable laws and their impact on the arbitral process;
  • The arbitration clause and its impact; and
  • The distinction on Ad Hoc and institutional arbitration.


Program Coordinator:
Angela Peters, Buffalo Grove Law Offices, Arlington Heights

Program Moderator:
H. Vincent Draa III , FCIArb, Kochhar & Co., Chicago

Program Chat Moderator:
Angela Peters, Buffalo Grove Law Offices, Arlington Heights

Program Speaker:
Harshitha Ram, FCIArb, Lex Apotheke, Michigan
Sarah Reynolds
, FCIArb, Goldman, Ismail, Tomaselli, Brennan & Baum LLP, Chicago


Pricing Information

  • Please Note: You must attend the entire program in order to earn MCLE credit for this seminar.
  • ISBA sponsoring section members get a $10 registration discount (which is automatically calculated in your cart when you log in to register).
  • Fees:
    • ISBA Member Price of $52.50 is displayed below when you login and program is eligible for Free CLE member benefit.
    • Non-Member Price $105
    • New Attorney Member (within the first five years of practice) - $25
    • Law Students – Free