PRESENTATIONS

BUSINESS LAW

Mergers and Acquisitions

• Conference Organizer and Moderator, 2022 NJ M&A Conference (Virtual, October 26, 2022)
• Conference Organizer and Moderator, 2021 NJ M&A Conference (Virtual, October 26, 2021)
• Conference Organizer and Moderator, 2020 NJ M&A Conference (Virtual, October 28, 2020)
• Conference Organizer and Speaker, 2019 NJ M&A Conference (Fairfield, October 29, 2019)
• Speaker, "M&A for IT Companies," ITServe Synergy 2018 Conference (Atlantic City, October 26, 2018)
• Conference Organizer, NJ M&A Conference at Seton Hall Law School (Newark, September 28, 2018)
• Speaker, “NJ Bulk Sales Law,” Hunter Group CPAs (Fair Lawn, January 30, 2016)
• Moderator, “M&A / Representations and Warranties Insurance,” NJSBA (Webinar, October 15, 2015)
• Speaker, “For Sale: A New Jersey Business Owners Symposium—A Seller’s Guide to Preparing Your Business for Sale,” Archer & Greiner / Hunter Group CPAs (Hasbrouck Heights, September 30, 2014)
• Speaker, “Indemnification in M&A Transactions,” Hudson-Bergen Inn of Transactional Counsel (Hackensack, October 9, 2014)
• Speaker, “Due Diligence of Corporate Records,” Essex-Morris Inn of Transactional Counsel (November 2003)
• Moderator and Speaker, “Confidentiality Agreements and Letters of Intent,” Fourth Annual Business Law Symposium, NJSBA Business Law Section and NJICLE (October 2003)

Buy-Sell Agreements and Governance

• Speaker, “Buy-Sell Agreements,” WithumSmith+Brown Tax Services Group (New Brunswick, January 6, 2015)
• Speaker, “Business Succession Planning and Buy-Sell Agreements,” Greater New Jersey Estate Planning Council (Washington Township, September 10, 2014)
• Speaker, "Protecting Owners of Minority Business Interests," 2012 Business Law Symposium, NJSBA Business Law Section and NJICLE (New Brunswick, April 20, 2012)
• Speaker, "Valuation Methods for Determining Purchase Price under Buy-Sell Agreements," Hudson-Bergen Inn of Transactional Counsel (Hackensack, February 12, 2009)

Business Formation and Growth

• Speaker, "Essentials of NJ LLC Formation” (Fairfield, April 26, 2018)
• Speaker, “Essentials of NJ LLC Formation,” NJICLE (Fairfield, April 27, 2017)
• Speaker, “Choice of Entity: Corporation vs. LLC,” Entrepreneurs Forum of Southern NJ at Rowan University (Glassboro, January 15, 2013)
• Speaker, “Some Basic Characteristics of Preferred Stock,” Advising the Start-Up Company, Essex-Morris Inn of Transactional Counsel, Essex-Morris (April 11, 2006)

New Jersey Revised Uniform Limited Liability Company Act (RULLCA)

  (Organizer and Speaker at all of the following.)

• 2023 NJSBA Annual Meeting, “What's New with LLCs” (Atlantic City, May 18, 2023)
• "Drafting Operating Agreements under NJ-RULLCA," Hudson-Bergen Inn of Transactional Counsel (Hackensack, April 14, 2022) 
• 2020 NJSBA Annual Meeting, “Dealing with LLC Disputes” (Atlantic City, May 14, 2020, cancelled due to COVID)
• 2020 NJSBA Annual Meeting, “Drafting Effective LLC Operating Agreements" (Atlantic City, May 14, 2020, cancelled due to COVID)
• NJ Judiciary General Equity and Civil Division Education Conference, “Overview of NJ-RULLCA” (Galloway Township, April 2020, cancelled due to COVID)
• "LLC Issues," NJSBA Business Law Section Board of Directors (Roselle Park, November 4, 2019)
• 2019 NJSBA Annual Meeting and Convention, "LLC Issues" (Atlantic City, May 16, 2019)
• "LLC Issues of Interest to Trusts and Estates Attorneys," Bergen Tax Study Group (Hackensack, June 20, 2018)
• "Essentials of NJ LLC Formation” (Fairfield, April 26, 2018)
• 2018 NJSBA Annual Meeting and Convention, "Avoiding and Dealing with LLC Disputes" (Atlantic City, May 20, 2018)
• 2017 NJSBA Annual Meeting and Convention, "NJ LLC Potpourri" (Atlantic City, May 18, 2017)
• 2017 NJICLE Transactional Forum, "Essentials of NJ LLC Formation” (Fairfield, April 27, 2017)
• NJ Judiciary General Equity and Civil Division Education Conference, "NJ LLC Disputes" (Galloway Township, April 5, 2017)
• National Business Institute (National Webinar, October xx, 2016)
• National Business Institute (National Webinar, July 28, 2015)
• Lakeland Bank Lenders Meeting (Oak Ridge, July 25, 2014)
• NJ Bankers Association Commercial Lending Committee (Cranford, July 2, 2014)
• New Jersey Judiciary—Bergen County Vicinage (Hackensack, June 25, 2014)
• NJICLE (New Brunswick, June 24, 2014)
• NJSCPA Cooperation with Bankers (Edison, May 22, 2014)
• Bergen County Bar Association (Hackensack, March 27, 2014)
• CohnReznick, CPAs (Roseland, February 18, 2014)
• CohnReznick, CPAs (Eatontown, January 7, 2014)
• NJSCPA Multistate Tax Conference (Edison, November 19, 2013)
• CPA Connect (Fair Lawn, July 23, 2013)
• Hunter Group CPAs (Fair Lawn, June 27, 2013)
• Hudson County Bar Association (Jersey City, June 12, 2013)
• Rotenberg Meril, CPAs (Saddle Brook, May 5, 2013)
• Bergen Tax Study Group (Hackensack, May 15, 2013)
• Columbia Bank (Fair Lawn, May 5, 2013)
• NJSCPA State Taxation Interest Group (Roseland, April 23, 2013)
• "Fiduciary Duties under RULLCA,” NJSBA (New Brunswick, March 20, 2013)
• NJICLE (Mount Laurel, March 13, 2013)
• NJICLE (New Brunswick, February 11, 2013)
• EisnerAmper, CPAs (Hackensack, January 16, 2013)
• WithumSmith+Brown, CPAs (Morristown, January 14, 2013)
• NJICLE (Fairfield, January 17, 2013)
• Archer & Greiner In-House Seminar (Hackensack, September 29, 2011)

Contract Drafting

• Speaker, “Choice of Law and Forum Selection," Drafting Documents: Avoiding Hot Water When Using Boilerplate Provisions," NJICLE (Fairfield, April 27, 2017)
• Speaker, “Choice of Law and Forum Selection,” Drafting Documents: Avoiding Hot Water When Using Boilerplate Provisions," NJICLE (New Brunswick, March 5, 2014)
• Speaker, "Contract Boilerplate," Hudson-Bergen Inn of Transactional Counsel (Hackensack, February 11, 2010)
• Speaker, “Boilerplate Provisions at the End of the Contract: Fine Print, Big Deal,” Fifth Annual Business Law Symposium, NJSBA Business Law Section and NJICLE (Iselin, October 2004)

Business Law

• Coordinator and Moderator, 2019 Business Law Symposium, NJSBA Business Law Section and NJICLE (April 5, 2019)
• Coordinator and Moderator, 2018 Business Law Symposium, NJSBA Business Law Section and NJICLE (April 20, 2018)
• Coordinator and Moderator, 2017 Business Law Symposium, NJSBA Business Law Section and NJICLE (April 7, 2017)
• Coordinator, 2016 Business Law Symposium, NJSBA Business Law Section and NJICLE (April 8, 2016)
• Coordinator, 2015 Business Law Symposium, NJSBA Business Law Section and NJICLE (April 17, 2015)
• Coordinator, 2014 Business Law Symposium, NJSBA Business Law Section and NJICLE (April xx, 2014)
• Coordinator and Moderator, 2010 Business Law Symposium, NJSBA Business Law Section and NJICLE (April 9, 2010)
• Coordinator and Moderator, 2009 Business Law Symposium, NJSBA Business Law Section and NJICLE (April 24, 2009)
• Coordinator and Moderator, 2008 Business Law Symposium, NJSBA Business Law Section and NJICLE (April 29, 2008)
• Coordinator, 2007 Business Law Symposium, NJSBA Business Law Section and NJICLE (April 2007)
• Coordinator and Moderator, 2006 Business Law Symposium, NJSBA Business Law Section and NJICLE (March 2006) 

Employment Law

• Speaker, “Restrictive Covenants in New Jersey," Hudson-Bergen Inn of Transactional Counsel (Hackensack, May 10, 2018)
• Speaker, “What Every CFO Needs to Know about Restrictive Covenants in New Jersey," Sax CFO Focus (Clifton, October 18, 2017)
• Speaker, “What CPAs Need to Know about Restrictive Covenants in New Jersey," Hunter Group CPAs (Fair Lawn, October 20, 2017)

Other

• Organizer and Speaker, "Tax Reform's Impact on Family-Owned (or Closely-Held) Businesses," (CIANJ, Livingston, October 15, 2018)
• Moderator, "Commercial Lending--A  Lenders Perspective," 2017 Business Law Symposium, NJSBA Business Law Section and NJICLE (April 7, 2017)
• Speaker, "Business Law Developments," Hudson-Bergen Inn of Transactional Counsel (Hackensack, December 8, 2016)

LEGAL ETHICS
 

Legal Ethics for Transactional Attorneys

• Speaker, Hudson-Bergen Inn of Transactional Counsel (Hackensack, December 8, 2022) 
• Speaker, Hudson-Bergen Inn of Transactional Counsel (Hackensack, December 12, 2019)
• Moderator, NJICLE (November 15, 2018)
• Moderator, NJICLE (November 16, 2017)
• Moderator, NJICLE (November 30, 2016)
• Moderator, NJICLE (November xx, 2015)
• Moderator, NJICLE (November 20, 2014)
• Moderator, NJICLE (November 21, 2013)
• Moderator, NJICLE (November 15, 2012)
• Moderator, NJICLE (November 15, 2011)
• Moderator, NJICLE (November 16, 2010)
• Moderator, NJICLE (November 17, 2009)
• Moderator, NJICLE (November 18, 2008)
• Speaker, Essex-Morris Inn of Transactional Counsel (Florham Park, December 11, 2007)
• Moderator, NJICLE (November 15, 2007)
• Moderator, NJICLE (October 12, 2006)

Legal Ethics in Negotiations

• Speaker and Moderator, "Avoiding Pitfalls in Negotiating Corporate Transactions," 2018 NJ Corporate Counsel Institute (New Brunswick, January 12, 2018)
• Speaker, “Ethics in Settlement Negotiations, 2013 NJSBA Annual Meeting and Convention (Atlantic City, May 16, 2013)
• Speaker, “Ethics in Settlement Negotiations,” 2012 NJSBA Annual Meeting and Convention (Atlantic City, May 17, 2012)
• Speaker, "Ethics for Negotiators," First American Inn of Transactional Counsel (Florham Park, December 14, 2010)
• Speaker, "Ethics for Negotiators," Hudson-Bergen Inn of Transactional Counsel (Hackensack, May 13, 2010)
• Speaker, "Ethics for Negotiators," NJICLE (November 17, 2009)

Professionalism

• Speaker, "Developing Principles of Professionalism for Business Lawyers," 2012 Business Bar Leaders Conference, American Bar Association (Chicago, May 11, 2012)

Conflicts of Interest

• Speaker, "Identifying Conflicts of Interest and Preparing Conflict Waivers" and "Ethics in Negotiations," Hudson-Bergen Inn of Transactional Counsel (Hackensack, February 13, 2013)
• Speaker, "Ethics in Tax Practice—Identifying Conflicts of Interest and Preparing Conflict Waivers," 2012 Federal Tax Law Symposium (New Brunswick, May 9, 2012)
• Speaker, "Client Intake: Formation of Attorney-Client Relationship, Identifying Conflicts of Interest, Preparing Conflict Waivers, and Written Fee Arrangements," Bergen County Bar Association (Hackensack, May 17, 2011)
• Speaker, "Client Intake: Formation of Attorney-Client Relationship, Identifying Conflicts of Interest, Preparing Conflict Waivers, and Written Fee Arrangements," Herten Burstein In-House Seminar (Hackensack, January 11, 2011)

Contracting Drafting and Negotiating

• Speaker, "Legal Ethics in Contract Drafting and Negotiating," Legal Ethics for Transactional Attorneys, NJICLE (November 16, 2017)
• Speaker, "Duty to Explain Agreements to Clients," 8th Annual Federal Tax Law Symposium, NJICLE (New Brunswick, April 28, 2016)
• Speaker, "Duty to Explain Agreements to Clients," 2016 Corporate and Business Law Symposium, NJSBA Business Law Section and NJICLE (Somerset, April 8, 2016)

Other

• Speaker, "Ethics in M&A," NJ M&A Conference (Fairfield, October 29, 2019)
• Speaker, "Ethics of Lawyer Marketing," Profitability, Communication, Clients and Ethics: A Potent Mix, Lawline.com (New York City, December 14, 2009)

LITIGATION

LLC Matters

• Speaker, 2019 NJSBA Annual Meeting and Convention, "LLC Issues" (Atlantic City, May 16, 2019)
• Speaker, 2018 NJSBA Annual Meeting and Convention, "Avoiding and Dealing with LLC Disputes" (Atlantic City, May 20, 2018)
• Speaker, "NJ LLC Disputes," NJ Judiciary General Equity and Civil Division Education Conference (Galloway Township, April 5, 2017)
• Speaker, "Oppression under NJ-RULLCA," Seminar on Valuation Issues in General Equity Matters," 2016 NJSBA Annual Meeting and Convention (Atlantic City, May 19, 2016)
• Speaker, "Oppression under NJ-RULLCA," Seminar on Overcoming Legal and Valuation Issues in Chancery, Business and Family Proceedings," NJICLE (New Brunswick, December 1, 2015)

Other Matters

• Speaker, "Arbitrating Business Disputes," 2016 NJSBA Annual Meeting and Convention (Atlantic City, May 19, 2016)
• Speaker, “Dealing with Problems at Depositions,” Advanced Depositions in New Jersey, Lorman Education Services (June 20, 2006). Read it: Seminar Materials - Dealing with Problems at Depositions

Key:
NJSBA – New Jersey State Bar Association
NJICLE – New Jersey Institute for Continuing Legal Education
NJSCPA – New Jersey Society of Certified Public Accountants