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Corporate Recordkeeping Techniques for Paralegals

Get a firm grasp on the different types of corporate entities and gain the skills to confidently update and modify corporate documents.This topic will cover corporate recordkeeping techniques for paralegals, and will emphasize practical skills. Explore the different types of entities, the basic documents underlying the entities, and the procedures to update and modify such documents; the drafting of resolutions and the maintenance of corporate minute books, including stock ledgers and blue sky issues. Also explore contract maintenance and review. This topic is designed to afford you a practical skill set approach to common corporate recordkeeping issues.


Runtime: 92 minutes
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Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Understanding Corporate Formalities

  • Formation Documents

– Articles of Incorporation

– LLC Formation

– Partnership Certificates

  • Operational Documents

– Bylaws/Shareholders Agreements

– Operating Agreement

– Partnership Agreement

  • Proper Execution

Updating Documents

  • Authorization

– Determining Proper Procedures

– Implementation

  • Amendment vs. Restatement

Minutes

  • Purpose; Keeping Accurate Records
  • Consents; Drafting Resolutions

Federal/State Filings

  • Annual Renewals
  • SEC Filings

Corporate Governance

  • Issuance of Securities

– Maintaining a Stock Ledger

  • Review/Update of Corporate Minute Books
  • Blue Sky Issues

Contract Review

  • Term/Parties
  • Operative Provisions
  • Boilerplate
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More Program Information

Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on November 14, 2017.

Call 1-866-352-9540 for further credit information.

  • NALA 1.52
     
  • This seminar meets the requirements of the Certifying Board for Legal Assistants of the National Association of Legal Assistants, for continuing legal assistant education credit required to maintain the CP (Certified Paralegal) credential for (s) hours.
     

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Alan H. Aronson

Alan H. Aronson

Akerman LLP

  • Partner with Akerman LLP
  • More than 35 years of experience representing clients in public and private securities transactions, mergers and acquisitions, venture capital transactions, advising broker-dealers and investment advisors, and providing counsel on corporate governance and compliance matters
  • Inaugural and past chair of the Dade County Bar Association’s Business Law Committee, a past chair of the Corporations, Securities and Financial Services Committee of The Florida Bar’s Business Law Section
  • Served on The Florida Board of Bar Examiners by appointment of the Supreme Court of the State of Florida
  • Frequent lecturer on securities and corporate topics and is a contributing writer to numerous publications
  • Named in Florida Trend’s Legal Elite; The Best Lawyers in America, 2011 to 2014, securities law; Super Lawyers magazine, 2011 to 2014; and was selected as the 2008 and 2011 Member of the Year for The Florida Bar’s Business Law Section
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Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 401151
Published 2017
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