Official Government Website
2023 Annual Business and Corporate Law Section Conference:
Business Capitalization – From Cradle to Grave
Sponsored by the Idaho State Bar Business and Corporate Law Section, Idaho First Bank, Title One, ESOPs Northwest and UBS
Thursday, April 20, 2023 – 10:30 a.m. – 5:00 p.m. (MT) and Friday, April 21, 20223 – 9:00 a.m. – 4:30 p.m.
The Limelight Hotel
151 W. Main St. South – Ketchum
*In-Person Attendance Only
12.0 CLE Credits of which 1.0 is Ethics and 3.0 are NAC credits (pending)
Registration:
Members of the Business and Corporate Law Section $350
Standard Registration $400
Attorneys in 1st Year of Practice $200
First 10 Law Students to Register are Free; $100 All Others
Program Agenda |
|
Wednesday, April 19 |
|
| 5:00 – 6:30 pm | Informal Networking/Social Meet-Up |
| Warfield Distillery & Brewery – 280 N. Main Street – Ketchum | |
Thursday, April 20 |
|
| 10:00 a.m. | Registration |
| 10:30 a.m. | Succession Planning for Closely Held Businesses |
| James Jack, UBS Financial Services, Inc. | |
| Garit Lawson, Forbes Partners | |
| 11:30 a.m. | Lunch |
| 12:00 p.m. | Corporate Transparency Act |
| David Jensen, Parsons Behle & Latimer | |
| 1:00 p.m. | What is a Security? Crypto, Tokens, NFDs and More |
| Alan J. Berkeley, K&L Gates – Washington D.C. | |
| 1:30 p.m. | Regulatory & Marketplace Developments |
| Alan J. Berkeley, K&L Gates – Washington D.C. | |
| Robert B. Robbins, Pillsbury Winthrop Shaw Pittman LLP – Washington D.C. | |
| 2:00 p.m. | Break |
| 2:15 p.m. | Barriers and Resources in Underserved Markets |
| Marta M. Horton, Fisher Hudson Shallat | |
| Tara Wolfson, Idaho Office for Refugees | |
| Susie Rios, Idaho Women’s Business Center | |
| Mari Ramos, Idaho Hispanic Chamber of Commerce | |
| Salome Mwangi, Mwangiz, Inc. | |
| 3:15 p.m. | Ethics For Business Lawyers – NAC |
| Joseph N. Pirtle, Idaho State Bar Counsel | |
| 4:15 p.m. | Break |
| 4:30 p.m. | Caselaw & Cocktails – NAC |
| Wendy Gerwick Couture, University of Idaho College of Law | |
| 5:00 – 7:00 p.m. | Reception |
| The Limelight Hotel Living Room | |
Friday, April 21 |
|
| 7:00 a.m. | Breakfast |
| 9:00 a.m. | Achieving Liquidity for Securities, Offers and Exempts |
| Alan J. Berkeley, K&L Gates – Washington D.C. | |
| Robert B. Robbins, Pillsbury Winthrop Shaw Pittman LLP – Washington D.C. | |
| 9:30 a.m. | Choosing an Exemption for a Private Placement – The SEC Navigator |
| Alan J. Berkeley, K&L Gates – Washington D.C. | |
| Robert B. Robbins, Pillsbury Winthrop Shaw Pittman LLP – Washington D.C. | |
| 10:00 a.m. | Break |
| 10:15 a.m. | Bankruptcy Panel |
| J.B. Evans, Dorsey & Whitney LLP | |
| Aaron R. Bell, Evans Keane LLP | |
| 11:15 a.m. | The Rise of Unicorns and the Decline of Public Companies – What Has Caused It and Where is It Going? |
| Alan J. Berkeley, K&L Gates – Washington D.C. | |
| Robert B. Robbins, Pillsbury Winthrop Shaw Pittman LLP – Washington D.C. | |
| 11:45 a.m. | ESOP Design for Privately Owned Businesses: Building Profitable Enterprises Through Employee Ownership |
| Drew Barton, ESOPS Northwest | |
| 12:15 p.m. | Hosted Lunch |
| 12:45 p.m. | Presentation of Law Student Paper Winners – NAC |
| University of Idaho College of Law Students | |
| 1:30 p.m. | State Regulators Panel – NAC |
| Vincente Martinez, North American Securities Administrators Association | |
| Kurt Merritt, Idaho Department of Finance Securities Bureau | |
| 2:15 p.m. | Break |
| 2:30 p.m. | Financial Opportunities for Underserved and Under Resourced Communities |
| Marta M. Horton, Fisher Hudson Shallat | |
| Kelli Parker, Economic Opportunity by Jannus | |
| Kathleen Minogue, Crowdfund Better | |
| Salome Mwangi, Mwangiz, Inc. | |
| 3:30 p.m. | Papering Private Placements: PPM v. Term Sheets and How to Decide |
| Alan J. Berkeley, K&L Gates – Washington D.C. | |
| Robert B. Robbins, Pillsbury Winthrop Shaw Pittman LLP – Washington D.C. | |
| David H. Arkoosh, Evans Keane LLP | |
| 4:15 p.m. | Q&A |
| 4:30 p.m. | Program Concludes |
Lodging
Limelight Hotel
151 W. Main St. – Ketchum, ID
Rooms at the Limelight Hotel are now available to book by calling 888.218.3282 (between 7:30 am and 7:00 pm MT) or by emailing: ketchumreservations@limelighthotels.com.
The Run of the House Rate of $189/night will be available for the first 50 rooms booked. We encourage you to book your room early as Ketchum is a popular tourist destination. The deadline to book rooms is March 24th to get the discounted rate.
Extend your stay in Ketchum! The $189/night rate applies for an extended stay three days before or after the conference based upon availability.
**Please note that rates are quoted per night. Resort Fee and Tax: An 8% resort fee and 11% lodging tax will be added to the quoted guestroom rate. A 50% deposit will be taken at time of reservation. The remainder of the deposit will be charged thirty (30) days prior to arrival. Any amendments or cancellations made within thirty (30) days prior to arrival will forfeit 100% of the reservation; amendments/cancellations made outside of the thirty (30) days will be refunded.
Thank You to Our Generous Sponsors!
Visit their websites to find out more about the services they have to offer business attorneys and their clients.
For more information on sponsoring this event, please click here.
