2023 Annual Business and Corporate Law Section Conference: Business Capitalization – From Cradle to Grave (In Person Only)

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 USB

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

13.25 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 1^st Year of Practice                                                  $200

First 10 Law Students to Register are Free; $100 All Others 

Program Agenda
Wednesday, April 19
	Networking/Social Event – Details soon
Thursday, April 20
10:00 a.m.	Registration
10:30 a.m.	Succession Planning for Closely Held Businesses
	James Jack, UBS Financial Services, Inc.
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 p.m.	Program Concludes
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
	Jennifer Biretz, 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 24^th 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.