In this practical webinar, you will learn the various ways independent organizations can come together in pursuit of a shared goal, with a focus on mergers and acquisitions. You will also learn how to differentiate between a legal merger and an acquisition of assets. You will then explore the key benefits and risks associated with each form of collaboration. Additionally, you will learn how to effectively issue spot and mitigate critical operational and legal issues involved in a merger [and post-merger integration].

Upon course completion, you will be able to:

  • Determine whether a merger or other form of collaboration may be the best option for your organization.
  • Identify, understand, and mitigate key risks associated with a merger.
  • Describe governance-related issues pre- and post-merger.

Prerequisites: None

Field of Study: Business Management & Organization

Program Level: Intermediate

Credit Type: Group Internet-Based for the Live Program.

Faculty Member
Lara Jakubowski
La Piana Consulting

Lara Jakubowski is a Senior Consultant at La Piana Consulting. She has helped nonprofits solve complex problems for the last 25 years. Her practice focuses on complex collaboratives, strategic restructuring, sustainability planning, and strategy development. She has led two nonprofits, the Nonprofit Centers Network and the Impact Development Fund. Lara has an MBA from the Wharton School of Business and an undergraduate degree from the University of Pennsylvania.

Faculty Member
Gene Takagi
NEO Law Group

Gene Takagi is a Principal with NEO Law Group, Contributing Editor of the Nonprofit Law Blog, and a Lecturer at Columbia University. At NEO, Mr. Takagi has represented over 700 nonprofit organizations on corporate, tax, and charitable trust law matters, including mergers. A former manager in the for-profit and nonprofit sectors, his diverse perspectives make him a popular speaker and writer on nonprofit legal topics. In 2016, Mr.Takagi was recognized by the American Bar Association Nonprofit Organizations Committee as Outstanding Nonprofit Lawyer. He is a graduate of UCLA School of Law and holds a graduate degree in nonprofit administration from USF.

CLE Credits (Law)

Credit Value Type Format
NALA - - Credit not available
NFPA - - Credit not available
AL 1.3 General
On-Demand/Recording
AK 1.25 General
On-Demand/Recording
AR Not Available General
On-Demand/Recording
AZ 1.25 General
On-Demand/Recording
CA 1.25 General
On-Demand/Recording
CO 1.5 General
On-Demand/Recording
CT 1.25 General
On-Demand/Recording
DE 1.3 General
On-Demand/Recording
FL 1.5 General
On-Demand/Recording
GA 1.3 General
On-Demand/Recording
HI 1.25 General
On-Demand/Recording
IA 1.25 General
On-Demand/Recording
ID 1.25 General
On-Demand/Recording
IL 1.25 General
On-Demand/Recording
IN 1.3 General
On-Demand/Recording
KS Not Available General
On-Demand/Recording
KY 1.25 General
On-Demand/Recording
LA 1.25 General
On-Demand/Recording
ME 1.25 General
On-Demand/Recording
MN 1.25 General
On-Demand/Recording
MO 1.5 General
On-Demand/Recording
MS 1.3 General
On-Demand/Recording
MT 1.25 General
On-Demand/Recording
NC 1.25 General
On-Demand/Recording
ND 1.25 General
On-Demand/Recording
NE Not Available General
On-Demand/Recording
NH 1.25 General
On-Demand/Recording
NJ 1.5 General
On-Demand/Recording
NM 1.25 General
On-Demand/Recording
NV 1 General
On-Demand/Recording
NY 1.5 Areas of Professional Practice (NY)
On-Demand/Recording
OH 1.3 General
On-Demand/Recording
OK 1.5 General
On-Demand/Recording
OR 1.25 General
On-Demand/Recording
PA 1 General
On-Demand/Recording
RI Not Available General
On-Demand/Recording
SC Not Available General
On-Demand/Recording
TN 1.25 General
On-Demand/Recording
TX 1.25 General
On-Demand/Recording
UT 1 General
On-Demand/Recording
VA Not Available General
On-Demand/Recording
VT 1.25 General
On-Demand/Recording
WA 1.25 Law and Legal Procedure
On-Demand/Recording
WI 1.5 General
On-Demand/Recording
WV 1.5 General
On-Demand/Recording
WY 1.25 General
On-Demand/Recording

In some CLE states, the course will be submitted to the bar after you register. If for any reason the course is not approved, we will fully refund your registration fee. If a state is listed on this course, then we are confident the course fits that state's standards and already is or will be approved for credit.

Accounting Credits

Credit Value Field of Study Format

Clear Law Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. For more information regarding administrative policies such as complaint and refund, please see the tab above on our Money-Back Guarantee or contact us at 703-372-0550. 

CPE Credit - Maximum Credit Hours: Please see above. You must attend at least 50 minutes to obtain credit. Fields of Study: Please see above. Teaching Method: Lecture. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state’s regulatory board.

Clear Law Institute has registered with the Texas State Board of Public Accountancy as a CPE Sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE Program.

100% of attendees recommend this webinar

4 out of 5 stars
from 1 customer reviews

Comment

4 out of 5

Aaron M.

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