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Charitable Planning With Closely-Held Business Interests

From the ALI CLE program, "Charitable Planning with Closely-Held Business Interests" (November 15. 2017)

Original Date(s): November 15, 2017
Segment Runtime: 01:29:44
Speakers: Turney P. Berry, Paul S. Lee, Jeffrey C. Thede

Includes the following course materials:

  • Charitable Giving For Family Business Families (51st Annual Heckerling Institute on Estate Planning)

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Alternative Dispute Resolution: Strategies for Meaningful Engagements

From the ALI CLE program, "Accountants' Liability 2017: Emerging Challenges Facing the Profession" (October 26. 2017)

Original Date(s): October 26-27, 2017
Segment Runtime: 01:02:21
Speakers: Mss. Coberly and Turner and Mr. Barrett

Includes the following course materials:

  • Alternative Dispute Resolution: Strategies for Meaningful Engagements

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Auditing and Accounting Issues and Substantive Defense Strategies in SEC and PCAOB Proceedings

From the ALI CLE program, "Accountants' Liability 2017: Emerging Challenges Facing the Profession" (October 26. 2017)

Original Date(s): October 26-27, 2017
Segment Runtime: 42:10
Speakers: Messrs. Maloney, Schreiber, and Sorgen; and Ms. Koenigs

Includes the following course materials:

  • Recent PCAOB and SEC Administrative Proceedings Against Auditors

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Current Developments and Course Overview and Keynote Address

From the ALI CLE program, "Accountants' Liability 2017: Emerging Challenges Facing the Profession" (October 26. 2017)

Original Date(s): October 26-27, 2017
Segment Runtime: 01:02:05
Speakers: Ms. Callahan, Messrs. Clayton and Bricker

Includes the following course materials:

  • Division of Enforcement and Investigations - Recent Developments
  • Great (and Even Greater) Moments in Litigation
  • Independence Issues - The Regulators Speak

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Effectively Assessing Potential Damages in Accounting Matters

From the ALI CLE program, "Accountants' Liability 2017: Emerging Challenges Facing the Profession" (October 26. 2017)

Original Date(s): October 26-27, 2017
Segment Runtime: 43:36
Speakers: Messrs. Lennon and Univer; and Ms. Cave

Includes the following course materials:

  • Effectively Assessing Potential Damages in Accounting Matters

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Emerging Ethical Issues

From the ALI CLE program, "Accountants' Liability 2017: Emerging Challenges Facing the Profession" (October 26. 2017)

Original Date(s): October 26-27, 2017
Segment Runtime: 53:50
Speakers: Mr. Berger

Includes the following course materials:

  • ABA Formal Opinion 477R
  • Cybersecurity: Ethical Risks
  • The Association of the Bar of the City of New York Committee on Professional Ethics: Formal Opinion 2017-5

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Emerging Issues in Accountant Litigation

From the ALI CLE program, "Accountants' Liability 2017: Emerging Challenges Facing the Profession" (October 26. 2017)

Original Date(s): October 26-27, 2017
Segment Runtime: 45:52
Speakers: Ms. Harwood and Messrs. Campbell and Hubbell

Includes the following course materials:

  • Accounting Class Action Filings and Settements (2016 Review and Analysis)
  • Emerging Issues in Accounting Litigation
  • Securities Class Action Filings (2017 Midyear Assessment)

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Great and Not So Great Moments in Litigation

From the ALI CLE program, "Accountants' Liability 2017: Emerging Challenges Facing the Profession" (October 26. 2017)

Original Date(s): October 26-27, 2017
Segment Runtime: 01:00:53
Speakers: Messrs. Cusick, Fetterman, Ruthberg and Stickney

Includes the following course materials:

  • Great (and Even Greater) Moments in Litigation

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In-House Counsel Speak

From the ALI CLE program, "Accountants' Liability 2017: Emerging Challenges Facing the Profession" (October 26. 2017)

Original Date(s): October 26-27, 2017
Segment Runtime: 57:58
Speakers: Mss. Adler, Burns, and Savitt; and Mr. Keeley

Includes the following course materials:

  • Proactive Liability Prevention and Mitigation
  • Whistleblowers and the Implications for Accounting Firms

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Independence Issues - The Regulators Speak

From the ALI CLE program, "Accountants' Liability 2017: Emerging Challenges Facing the Profession" (October 26. 2017)

Original Date(s): October 26-27, 2017
Segment Runtime: 18:06
Speakers: Ms. Ceynowa and Mr. Husich; Moderator: Ms. Rudolph

Includes the following course materials:

  • Independence Issues - The Regulators Speak
  • Independence Issues - The Regulators Speak

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Independence Issues As Experienced From the Inside

From the ALI CLE program, "Accountants' Liability 2017: Emerging Challenges Facing the Profession" (October 26. 2017)

Original Date(s): October 26-27, 2017
Segment Runtime: 44:33
Speakers: Ms. Jacobs and Messrs. Morris and Shearer

Includes the following course materials:

  • Auditor Independence: Affliliate or 'Family Tree' and Personal Relationship Issues

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Major GAAP and GAAS Issues and the Difficulties They Present

From the ALI CLE program, "Accountants' Liability 2017: Emerging Challenges Facing the Profession" (October 26. 2017)

Original Date(s): October 26-27, 2017
Segment Runtime: 46:11
Speakers: Messrs. Eickemeyer, Herzog, and Love

Includes the following course materials:

  • 'Plain Paper' Financial Statements Made Not So Plain: An Overview of SSARS 21
  • Major GAAP and GAAS Issues and the Difficulties They Present
  • Need a CPA Expert? What CPA Did You Have in Mind?

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Proactive Liability Prevention and Mitigation

From the ALI CLE program, "Accountants' Liability 2017: Emerging Challenges Facing the Profession" (October 26. 2017)

Original Date(s): October 26-27, 2017
Segment Runtime: 43:59
Speakers: Messrs. Warden and Weintraub

Includes the following course materials:

  • Proactive Liability Prevention and Mitigation

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SEC and the Profession

From the ALI CLE program, "Accountants' Liability 2017: Emerging Challenges Facing the Profession" (October 26. 2017)

Original Date(s): October 26-27, 2017
Segment Runtime: 01:03:50
Speakers: Messrs. Hawke, Mejia, Mixter, and Zubairi; and Ms. McGuire

Includes the following course materials:

  • Recent SEC Accounting and Auditing Enforcement Releases

More Information: SEC and the ProfessionMore Info Preview Preview Add to Cart - SEC and the Profession Buy MP3  $129.00


The PCAOB Inspection Program: From the Mouths of the Regulators

From the ALI CLE program, "Accountants' Liability 2017: Emerging Challenges Facing the Profession" (October 26. 2017)

Original Date(s): October 26-27, 2017
Segment Runtime: 56:35
Speakers: Mss. Munter and Rocca

Includes the following course materials:

  • Division of Registration and Inspection

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The PCAOB's Perspective

From the ALI CLE program, "Accountants' Liability 2017: Emerging Challenges Facing the Profession" (October 26. 2017)

Original Date(s): October 26-27, 2017
Segment Runtime: 55:46
Speakers: Messrs. Bresnan and Modesti

Includes the following course materials:

  • Division of Enforcement and Investigations - Recent Developments

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Whistleblowers and the Implications for Accounting Firms

From the ALI CLE program, "Accountants' Liability 2017: Emerging Challenges Facing the Profession" (October 26. 2017)

Original Date(s): October 26-27, 2017
Segment Runtime: 43:35
Speakers: Messrs. Fine and Gordon; and Ms. Preheim

Includes the following course materials:

  • Whistleblowers and the Implications for Accounting Firms

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Drafting LLC Operating Agreements: Address Key Provisions and Overcome Issues

From the ALI CLE program, "Drafting LLC Operating Agreements: Address Key Provisions and Overcome Issues" (October 23. 2017)

Original Date(s): October 23, 2017
Segment Runtime: 01:30:02
Speakers: John M. Cunningham

Includes the following course materials:

  • Brief Overview of LLC Law and Tax (Exhibit B)
  • Eight Guidelines for Preventing Plaintiffs From Piercing Your LLC’s Veil (Exhibit F)
  • General-Purpose Form 6.2 Including 29 Issues to Address (Exhibit E)
  • LLC Formation Master Checklist - Including 36 Points for Forming LLCs (Exhibit A)
  • Memos for LLC Formation Issues and Model Planning (Exhibits C and D)
  • Planning and Drafting Operating Agreements for Multi-Member LLCs – Seven Basic Guidelines - Slides
  • Table of Contents for Planning and Drafting Operating Agreements Program

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Delaware Corporate Law Update

From the ALI CLE program, "Delaware Corporate Law Update" (October 5. 2017)

Original Date(s): October 5, 2017
Segment Runtime: 01:04:48
Speakers: Tammy L. Mercer, Melissa Stubenberg and John Mark Zeberkiewicz

Includes the following course materials:

  • Delaware Law Update - Slides

More Information: Delaware Corporate Law UpdateMore Info Preview Preview Add to Cart - Delaware Corporate Law Update Buy MP3  $129.00


Serving on a Nonprofit Board: What Lawyers Need to Know

From the ALI CLE program, "Serving on a Nonprofit Board: What Lawyers Need to Know" (September 12. 2017)

Original Date(s): September 12, 2017
Segment Runtime: 01:00:46
Speakers: Katherine Morgan Breslin and Fernando Chang-Muy

Includes the following course materials:

  • Board Service Checklist
  • Links to Nonprofit Resources
  • Self-Assessment Checklist – Areas of Knowledge (Pennsylvania Association of Nonprofit Organizations Standards for Excellence Program)
  • Serving on a Nonprofit Board: What Lawyers Need to Know – Presentation Slides

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