Brochure

1ST ANNUAL
Entrepreneurial Law institute
MAY 28–29, 2015 | DETROIT
COSPONSORS
REGISTER TODAY
The Business Law, Information Technology
Law, and Intellectual Property Law
Sections of the State Bar of Michigan
www.icle.org/eli
877-229-4350
ICLE’s Entrepreneurial Law institute
Register
MAY 28–29, 2015 | DETROIT
Welcome
Schedule
Accelerate Your Client’s
Journey to Success
Capitalize on the new business opportunities surrounding
Michigan’s entrepreneurial expansion at the only event
that brings together lawyers, accountants, investors, and
entrepreneurs. Become an essential advisor to your clients for
the long haul by building the skills and expertise to advise on
critical issues affecting new businesses and start-ups including
funding, protecting IP rights, tax consequences, and more.
Why Should You Attend?
Business Lawyers
•Increase your client base and network with new referral sources
•Understand the unique legal needs of start-up companies
•Expand your legal advisor tool box by developing new skills and strategies
Accountants/CFPs
•Take advantage of 2.75 CTFA credit as well as eligibility for CPE credit
•Network with new potential clients and new referral sources
•Identify the financial needs and funding solutions for entrepreneurs
Entrepreneurs
•Understand the array of services available to start-up businesses
•Connect with a team of advisors who can take your start-up to the next level
Don’t Miss Your Chance to Connect at Biz Bash
Meet the movers and shakers of Michigan’s start-up scene while unwinding at
the end of the first day with food, music, and drinks at one of Detroit’s newest
hotspots: Punch Bowl Social. (Separate registration required)
SILVER SPONSORS
2
REGISTER TODAY
www.icle.org/eli | 877-229-4350
Hear from Experts in All Areas of Michigan’s
Growing Start-Up Scene
Chris Sing
Rehmann, Ann Arbor
Chris is a Principal in Rehmann’s Ann Arbor office where
she leads the Accounting, Tax and Consulting (ACT)
practice. Chris has more than 15 years of experience in
public accounting, at local and national firms, as well as
experience in private industry. Chris works closely with
her business clients to help them take their businesses to
the next level and enjoys steering emerging companies
through their early stages of growth.
Jacob Cohen
Detroit Venture Partners, Detroit
Jacob is a Partner at Detroit Venture Partners, an earlystage capital firm. Jacob has significant entrepreneurial
experience, most notably as co-founder and CEO
of Ugrub.com (formerly eatblue.com), a web-based
advertising company focused on college markets, which
sold to an industry competitor in 2006. He also spent
two years as a strategy and operations consultant at
Deloitte Consulting LLP.
Lauren Bigelow
Details
May 28–29, 2015
The Westin Book Cadillac
1114 Washington Blvd,
Detroit, MI 48226
Level: Basic/
Intermediate/Advanced
CLE: 8.75 CTFA Credit: 2.75*
CPE credit available
Discounted rooms available at The Westin Book Cadillac
See page 7
Special Networking Events:
Connecting the Connectors
over Cocktails
5:00pm/Thursday
The Westin Book Cadillac
Growth Capital Network, Ann Arbor
As CEO of the Growth Capital Network, Lauren
manages programs for the philanthropic, health care,
and innovation community providing strategic, project
management, research, analytic, and evaluative services.
Lauren is on the board of the Energy Innovation Business
Council, the advisory board of the Erb Institute, and the
Great Lakes Leaders Council and is a lecturer at the Ross
School of Business at the University of Michigan.
Biz Bash
6:00pm/Thursday
Punch Bowl Social
Eric C. Williams
Online
www.icle.org/eli
Wayne State University Law School, Detroit
Eric directs the Program for Entrepreneurship and
Business Law at Wayne State University Law School.
He previously worked in New York in private practice,
as a legal consultant at Labaton Sucharow LLP, as a
business litigation associate at Nixon Peabody LLP, and
as a managing partner in the Law Office of Coleman and
Williams. He also gained experience as senior program
developer at Focus: HOPE in Detroit.
*The Entrepreneurial Law Institute has been approved for 2.75 CTFA credits. CTFA credits should be distributed as follows:
1.25 FP, 1.5 TAX. This program has concurrent sessions. ICLE will provide a session by session credit breakdown at the seminar.
Register Today
Call
877-229-4350
Fax
877-229-4351
Mail
ICLE, 1020 Greene St.
Ann Arbor, MI 48109-1444
3
ICLE’s Entrepreneurial Law institute
Register
MAY 28–29, 2015 | DETROIT
Schedule
Agenda
8:00am
Continental Breakfast and Registration Daily
Welcome
THURSDAY, MAY 28, 2015
8:00am ICLE Demo—Put the ICLE Partnership Resources to Work for Your Practice
9:00am Welcome and Introductions
9:30am Facilitating an Entrepreneur’s Journey to Success
10:30am Networking Break
Core Concepts Track
Funding Track
Trusted Advisor/Advanced Track
Interview an Entrepreneur
Workshop
Getting Ready For Funding:
Clean Your House Before the
Guests Arrive
Lawyer as Consigliere—
Becoming a Strategic
Business Partner
What to Expect When You
Expect Funding
Choose the Right Client, Set the
Right Payment Structure, and
Get Paid
Lunch on Premises
Lunch on Premises
Lunch on Premises
1:30pm
Handling the Most Common
Intellectual Property Issues
Private Money Goes Public:
Crowdfunding and General
Solicitation Rules
Tax and Accounting Workshop
2:55pm
Don’t Always Go to Delaware:
Formation Strategies
Nuts and Bolts of Venture
Capital and Angel Investing
10:45am
11:40am
12:30pm
3:40pm Networking Break
4:00pm The Evolving Economic Ecosystem of Entrepreneurs in Michigan
5:00pm Connecting the Connectors over Cocktails
6:00pm Biz Bash at Punch Bowl Social (Separate registration required)
FRIDAY, MAY 29, 2015
8:00am Breakfast Roundtable: Networking and Marketing (Separate registration required—limited seating)
9:00am Growing Together: Lawyers, Accountants, and Entrepreneurs Sound Off
10:10am Networking Break
Core Concepts Track
Thinking Bigger Track
Trusted Advisor/Advanced Track
10:25am
The Ins and Outs of Real Estate
Leasing, Acquisition, and
Shared Space*
Advising Social Entrepreneurs
on New Hybrid Forms of Entity*
Understanding Marketing,
Branding, E-Commerce, and
Naming a Business*
11:30am
Employment Law: Tips
To Avoid Legal Pitfalls
with Employees*
Troubleshooting Global Issues
for New Businesses*
Protecting Innovation—
5 Patent Mistakes to Avoid*
* MP3 download available to all registrants after the seminar.
4
REGISTER TODAY
www.icle.org/eli | 877-229-4350
Schedule Details
Plenary Sessions
Thursday Moderator: Patricia Glaza,
Invest Detroit, Detroit
Friday Moderator: Chris Sing, Rehmann,
Ann Arbor
9:30am/Thursday
Facilitating an Entrepreneur’s
Journey to Success
Explore the development of an
entrepreneurial company with examples
from IT, energy, and biotech where lawyers
and accountants helped to streamline
processes, prepare for challenges, and serve
as a long-term advisor to the company.
Lauren Bigelow, Growth Capital
Network, Ann Arbor
4:00pm/Thursday
The Evolving Economic
Ecosystem of Entrepreneurs
in Michigan
Grow your knowledge of Michigan’s key
players, engage with support organizations,
and immerse yourself in your clients’
industries so you gain the perspective
needed to help your clients thrive.
Jacob Cohen, Detroit Venture Partners,
Detroit; Joe Lampen, Start Garden,
Grand Rapids; Ryan Vaughn, Varsity
News Network, Grand Rapids
5:00pm/Thursday
Connecting the Connectors
over Cocktails
Enjoy drinks with fellow lawyers,
accountants, and entrepreneurs, and
connect with key organizations that
help Michigan start-ups.
6:00pm/Thursday
Biz Bash at Punch Bowl Social
Hit one of Detroit’s newest hotspots,
for music, food, and drinks. Plus, rub
elbows with the movers and shakers
of Michigan’s start-up scene.
8:00am/Friday
1:30pm/Thursday
Breakfast Roundtable:
Networking and Marketing
Handling the Most Common
Intellectual Property Issues
Sit down with the leaders in small
business practice to learn how they
rose to the top of their field. Share
experiences, get questions answered,
and network with colleagues.
(Separate registration required—limited seating)
9:00am/Friday
Growing Together:
Lawyers, Accountants, and
Entrepreneurs Sound Off
Explore what all sides are looking for
in a mutually beneficial relationship so
that you are worth more than just the
documents and spreadsheets you prepare.
Chris Sing, Rehmann, Ann Arbor; Eric J.
Sosenko, Brinks Gilson & Lione, Ann Arbor;
Andrea Roumell Dickson, ENT Biotech
Solutions Inc., Detroit; David N. Parsigian,
Honigman Miller Schwartz and Cohn
LLP, Ann Arbor; Michelle Crumm, Ultra
Electronics AMI, Ann Arbor
Core Concepts Track
Thursday Moderator: Adam M. Linkner,
Varnum LLP, Novi
Friday Moderator: Shavon J. Smith, SJS
Law Firm, Washington, DC
10:45am/Thursday
Interview an
Entrepreneur Workshop
Learn the fundamentals of
conducting an interview of earlystage entrepreneurial company
owners and get the keys to building
client rapport with helpful, specific
interviewing techniques.
Dana A. Thompson, University of Michigan
Law School Entrepreneurship Clinic, Ann
Arbor; Eric C. Williams, Wayne State
University Law School, Detroit
Learn to select business names the
company can legally use, ensure the
company owns the intellectual property
rights to its assets, understand why
noncompetition agreements may be
harmful, protect trade secrets when the
other side won’t sign a nondisclosure
agreement, and consider implementing
“conflicts of commitment” policies.
Susan M. Kornfield, Bodman PLC, Ann Arbor
2:55pm/Thursday
Don’t Always Go to Delaware:
Formation Strategies
Many early stage companies form in
Delaware—but is it right for everyone?
Explore the pros and cons, including the
advantages of Michigan entities.
Harvey Koning, Varnum LLP, Grand Rapids
10:25am/Friday
The Ins and Outs of Real
Estate Leasing, Acquisition,
and Shared Space*
Start-ups often have unique real estate
needs. Gain proven strategies for leasing,
subleasing and shared space agreements
plus alternatives for acquisition, such as
land contracts and options.
Lawrence Shoffner, Lawrence Shoffner
Esq., Detroit
11:30am/Friday
Employment Law: Tips
To Avoid Legal Pitfalls
with Employees*
Get tips from experienced legal counsel
on how to start off on the right foot
with your (future) employees and save
on costly litigation on the back end.
Gillian P. Yee, Ogletree Deakins Nash
Smoak & Stewart PLLC, Birmingham
(Separate registration required)
* MP3 download available to all registrants after the seminar.
5
ICLE’s Entrepreneurial Law institute
Register
MAY 28–29, 2015 | DETROIT
Schedule
Schedule Details
Welcome
Funding Track
Moderator: Mark J. Bennett, MJBennett
PLLC, Birmingham
10:45am/Thursday
Getting Ready For Funding:
Clean Your House Before the
Guests Arrive
Resolve critical issues before asking
for funding—complete organizational
documents, dispose of extraneous interests,
define participants’ roles, prepare believable
projections, and know what you intend to
ask for and what you intend to provide.
Kenneth F. Silver, Hertz Schram PC,
Bloomfield Hills
Thursday Moderator: Alyssa R.
Martina, University of Michigan Law
School Zell Entrepreneurship and Law
Program, Ann Arbor
Friday Moderator: Kylyn C. Mead, Go
Docs Go, Chelsea
10:45am/Thursday
Lawyer as Consigliere—
Becoming a Strategic
Business Partner
Learn techniques to maximize the
rewards from the new business ownerlawyer relationship and why every new
business owner should have a consigliere.
11:40am/Thursday
Michelle C. Harrell, Maddin Hauser Roth
& Heller PC, Southfield
Get clients the funding they need on
the best available terms and help them
understand the differences between
available funding sources.
11:40am/Thursday
What to Expect When You
Expect Funding
Richard C. Bruder, Kemp Klein Law Firm, Troy
1:30pm/Thursday
Private Money Goes Public:
Crowdfunding and General
Solicitation Rules
Learn the rules, opportunities, and
dangers surrounding crowdfunding and
the adoption of rules allowing public
advertisement of private offerings.
Richard D. Hoeg, Honigman Miller
Schwartz and Cohn LLP, Ann Arbor
2:55pm/Thursday
Nuts and Bolts of Venture
Capital and Angel Investing
Understand the quantity and types of
deals being done by VCs in Michigan
and the growing number of angels and
angel groups from an angel investor and
longtime venture capitalist.
Joseph (Skip) Simms, Michigan Angel
Fund, Ann Arbor
* MP3 download available to all registrants after the seminar.
6
Trusted Advisor/
Advanced Track
10:25am/Friday
Understanding Marketing,
Branding, E-Commerce, and
Naming a Business*
Grasp how to coordinate the corporate
name, brand and logos with the domain
name and internet commerce.
T.J. Ackert, Miller Johnson, Grand Rapids
11:30am/Friday
Protecting Innovation—5 Patent
Mistakes to Avoid*
Gain an expert’s perspective on the
common mistakes companies make when
approaching/developing a patent strategy
to maintain a company’s competitive edge.
Kristin L. Murphy, Brooks Kushman
PC, Southfield
Thinking Bigger Track
Choose the Right Client,
Set the Right Payment
Structure, and Get Paid
Friday Moderator: Gurinder J. Singh,
Align your payment structure
with the realities of a startup—
entrepreneurs value predictability
more than low prices. Explore
the alternative arrangements to
getting paid, including equity-forservices, deferral of legal fees, and
equity investments.
Advising Social Entrepreneurs on
New Hybrid Forms of Entity*
Jeffrey M. Schox, Schox Patent Group,
San Francisco, CA
1:30pm/Thursday
Tax and Accounting Workshop
Take a guided tour through the
challenging tax and accounting issues
that all new businesses face. With
expert guidance and hands-on practice,
make your way through your client’s
first tax returns with confidence.
Thomas V. Alongi, UHY LLP, Sterling
Heights; Charles P. Barnes, C. Patrick
Advisors, Livonia; Steven Everson, MRPR
CPAs and Advisors, Southfield
Auvera Legal PLLC, Macomb
10:25am/Friday
Explore the new “hybrid” forms of entity
available to social entrepreneurs and related
implications for the fiduciary duties of
directors and officers of social enterprises.
David B. Guenther, Conlin McKenney &
Philbrick PC, Ann Arbor
11:30am/Friday
Troubleshooting Global Issues
for New Businesses*
Spot key issues for your clients who
export and import internationally and
help them comply with U.S. laws and
regulations on anti-money laundering,
corrupt practices, and more.
Deborah Burand, University of Michigan
Law School, Ann Arbor; Timothy L.
Dickinson, Paul Hastings LLP, Washington,
DC; A. Reed Newland, Plastipak Packaging
Inc., Plymouth; Bruce C. Thelen, Dickinson
Wright PLLC, Detroit
REGISTER TODAY
www.icle.org/eli | 877-229-4350
4 Ways to Register
1
2
Online (with credit card)
www.icle.org/eli
3
Call (with credit card)
877-229-4350
4
Fax (form with credit card)
877-229-4351
A. Personal Info
Mail (form with payment)
ICLE, 1020 Greene St.
Ann Arbor, MI 48109-1444
D. Breakfast Roundtable
Name
| Optional
Yes, I will attend. Limit 60. Breakfast included. (no additional fee)
MI Bar#
ICLE P’ship#
Firm
E. Biz Bash at Punch Bowl Social
Address
City
| Optional
FREE Institute Registrant
StateZip
$25 Guest
PhoneFax
E-mail
F. Institute Materials for Non-Registrant
B. Institute Registration
| Pick One
| Optional
Can’t attend? Purchase the electronic materials and select recordings.
Entrepreneurial Law Institute
$195 Non-ICLE Partner (No Institute Admission)
$395 General
$136.50 ICLE Partner (No Institute Admission)
$365 Cosponsor Section Member
$345 ICLE Partner
G. Payment Info
$295 4+ lawyers from the same firm (per lawyer)1
Institute Registration (Box B)$
$195 New Lawyer (0–3 years in practice P75750+)
Electronic Materials Only Discount2 (Box C)$ (-$25)
Biz Bash (Box E)$
15CI-1131
| Institute Registrant Pick One
FREE Print Handbook and Electronic Materials
Save $25 Electronic Materials Only2
Institute Materials for Non-Registrant (Box F)$
Add 6% MI Sales Tax (on Institute Materials for Non-Registrant only) $
Total Amount Due$
Check Check No.
Visa
Mastercard
Payable to: ICLE
Amex
Discover
The Westin Book Cadillac
CC No.Exp. Date
1114 Washington Blvd, Detroit, MI 48226, 313-442-1600
Signature for CC
A block of rooms has been reserved at a discounted rate at
the Westin Book Cadillac for May 28, 2015. Reservations
must be made by May 7, 2015 by calling 313-442-1600.
Reference ICLE and the Entrepreneurial Law Institute to
receive your discounted rate. Registrants are responsible
for their own hotel expenses.
5BW
$195 Founder/Member of Start-Up
C. Materials Format
| Calculate Total and Select Check/CC
1 Please attach additional sheet listing lawyers attending.
2 Registrants will receive the print handbook and electronic materials if no format is
specified. Select “electronic materials only” discount or enter SAVE25 online to
save $25 off registration fee. Materials will be posted online before the seminar.
Persons with disabilities or dietary restrictions: For special arrangements please contact
ICLE no later than seven days before the seminar. Walk-in Registrations: Permitted on a
space-available basis or if registrants fail to claim their seat in the first 15 minutes of the
seminar. Institute Cancellation Policy: In order to receive a full refund, you must notify
ICLE by May 14, 2015. After May 14, a $45 handling fee will be assessed. No refunds will
be issued after May 21, 2015.
7
1ST ANNUAL
Entrepreneurial Law institute
Accelerate Your Client’s Journey to Success
MAY 28–29, 2015
The Westin Book Cadillac, Detroit
COSPONSORS
REGISTER TODAY
The Business Law, Information Technology
Law, and Intellectual Property Law
Sections of the State Bar of Michigan
www.icle.org/eli
877-229-4350