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Small Business Committee and PICPA Networking Happy Hour
The Small Business Committee along with the Pennsylvania Institute of Certified Public Accountants (PICPA) host an evening of networking, food, and drinks. With 22,000 members, PICPA is Pennsylvania's premiere professional organization for CPAs. Event included complimentary light appetizers; a cash bar was open from 5:30 - 7:30 pm.
Thank you to the Business Law Annual Sponsor:
Date:
Wednesday, September 10, 2014
Time:
5:30 PM
Location:
The Pyramid Club
1735 Market Street
Philadelphia, PA 19103
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Small Business Committee CLE
The Rise & Fall of Small Empires:
Legal & Ethical Issues Surrounding Closely-held Companies at Times of Formation & Distress
Panel Members
Steven Rosard is the principal and owner of Rosard Law LLC and Director of the Entrepreneurial Law Clinic of the Drexel University School of Law. Steve has over 20 years of business law experience practicing with law firms, as in-house corporate counsel, and in solo practice, providing strategic legal advice to entrepreneurs, startups, emerging businesses and public companies. His practice includes general business representation of corporations and alternate entities, including formation, governance, securities, venture capital, and general business transactions.
Joanne Murray is a partner at Antheil, Maslow & Macminn, LLP. Joanne helps entrepreneurs and closely-held businesses to guide them through the new entity formation process and to structure, negotiate and implement business transactions such as asset and stock acquisitions, mergers, financing transactions, real estate purchases and leases, and business separations. She also assists her business and nonprofit clients with negotiating a wide range of contracts Joanne is actively involved in the Bucks County community. She was recently elected Vice President/President-Elect of the Bucks County Bar Association. She serves as Vice Chair of the Board of Directors of the Bucks County Children?s Museum. She also serves on the Boards of the Bucks County Bar Foundation and the Bucks County Symphony Foundation.
Michael Adler focuses his practice on the representation of publicly-traded and privately-held corporations, restaurants, developers and property and financial management companies in complex commercial and litigation matters. He isa trustee and Chair of the Grants Committee of the Philadelphia Bar Foundation and on the Board of Directors of Temple Beth Hillel-Beth El in Wynnewood, PA. He is an active member of the Temple American Inn of Court, the Global Philadelphia Association, and the General Counsel to American Friends of Ariel and Dolce Suono Ensemble. He was recently elected a Committeeman in Lower Merion Township. He is a member of the Litigation Section of the American Bar Association and recently served as the Financial Secretary of the Young Lawyers Division of the Philadelphia Bar Association. He was recently selected by his peers in the Pennsylvania Law Weekly and the Legal Intelligencer as a Lawyer on the Fast Track and in Philadelphia Magazine as a Pennsylvania Super Lawyer.
Moderator
Kate Tepper is a practicing corporate attorney with the Philadelphia-based multi-national law firm Duane Morris, LLP. Her practice includes public and private offerings of debt, equity and hybrid securities; mergers, acquisitions and other strategic transactions; and the securitization of residential mortgages and trade receivables. She provides innovative mentorship for entrepreneurial programs at the Wharton Business School and Drexel University. She is also Chair of the Philadelphia Bar Association?s Small Business Committee and a member of the Fellows Committee of the Alliance for Women Entrepreneurs. She has authored articles on a variety of business and finance topics and has been contributing editor to nationally acclaimed Real Estate Law Journal. Kate has provided counsel to many charitable organizations such as the United Way, Greater Philadelphia Cares and Philadelphia Law Works and serves as an advisor to several charitable boards.
Date:
Tuesday, May 13, 2014
Time:
12:30 PM
Location:
Philadelphia Bar Association
1101 Market Street
11th Floor Conference Center
Philadelphia, PA 19107
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What Keeps Entrepreneurs Up At Night: A Talk on Legal Aspects of Seed Financings & Other Funding Options
Small Business Committee Panel Presentation
A Philly Tech Week panel presentation oriented toward the founders of tech start-ups and other high-growth model companies. The panelists discussed the basics of debt and equity financings for early stage companies.
Co-sponsored by:
Panel Members
Richard L. Cohen concentrates his practice in the areas of securities, mergers and acquisitions, corporate financing (public and private), general corporate law and business counseling. His client base includes a broad range of business entities, both public and private, including manufacturing companies, biotechnology and technology companies, telecommunications companies, banks and insurance companies, start-up entities and venture capital firms. He is a 1995 graduate of New York University School of Law and a graduate of The Wharton School of the University of Pennsylvania.
He regularly lectures on the legal issues impacting early stage companies at the Wharton School of the University of Pennsylvania and presents to the Wharton Venture Initiation Program on a variety of the legal issues relevant to entrepreneurs.
Robert J. Borghese
Neil Cooper is a Partner of the firm. He focuses his practice primarily on business and corporate law matters, effectively serving as outside general counsel to many of his clients. Among other things, Mr. Cooper advises clients on structuring, negotiating, and documenting finance transactions, acquisitions and dispositions, solar energy transactions, licensing transactions, and a broad range of business agreements, with emphasis on start-up and emerging growth companies, entrepreneurs, and investors in a variety of industries, especially technology. He also counsels founders, executives, and investors with respect to equity positions, governance, employment arrangements, and agreements among investors. Neil has successfully negotiated hundreds of technology and licensing transactions, including many multi-million dollar, international deals, several involving vendors and service providers from multiple countries.
Moderator
Joel S. Solomon manages complex commercial transactions, asset and business acquisitions and sales, loan documentation and negotiation, commercial and residential real estate purchases and sales, mergers and acquisitions, public and private offerings and distressed acquisitions throughout the world. As a trusted legal and business advisor, he acts as outside general counsel to a number of local, national and international companies. In that role, Mr. Solomon helps his clients analyze and assess critical business issues and achieve strategic business goals. He also helps spearhead funding initiatives for companies in need of financing.
Date:
Tuesday, April 08, 2014
Time:
6 p.m.
Location:
United Plaza Building
30 South 17th Street
Morris Café
Philadelphia, PA 19103
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Choice of Entity Issues: LLC or S Corporation?
Small Business Committee CLE
Featuring:
Dennis C. Reardon, Esq.
Reardon & Associates, LLC, WayneFeaturing:
Steven Rosard, Esq.
Rosard Law LLC, PhiladelphiaThis afternoon CLE will address the tax and non-tax implications of choosing an LLC or an S corporation as the most appropriate business entity for your smaller business clients. The discussion will focus on the tax issues regarding the receipt of compensation for services or passive income, in light of recent tax law changes. While on the non-tax side, limited liability companies offer greater flexibility in ownership, governance, fiduciary duties and transfer restrictions; corporations provide greater certainty as to legal requirements. These topics, among others will be explored. Our experienced speakers will also touch on "benefit corporations," enabled by legislation in Pennsylvania and Delaware just this year.
Date:
Monday, December 09, 2013
Time:
12 p.m.
Location:
Pennsylvania Bar Institute
CLE Conference Center
Wanamaker Building, 10th Floor
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Mediation of Business Disputes Involving Small Businesses
Small Business Committee CLE
Featuring:
John Francis Gough, Esq.
Gough Law Associates, RLLC
The goal of this CLE presentation will be to explore the considerable benefits of mediation to resolve disputes involving small businesses, to provide advice on the selection of a mediator, and to convey an understanding of the nuts and bolts of the typical mediation process. John Francis Gough will present an overview, entitled: "A Conversation with a Mediator", addressing three principal aspects of mediation:
- Why (Not) Try Mediation?
- What to Look for in a Mediator and Why
- The Elements of the Mediation Process
Mr. Gough is a graduate of the Yale Law School and has been a Partner and Of Counsel at several large Philadelphia law firms. He established his own firm in 2005. Having had firsthand experience with the time and cost expended by parties in business litigation, often with disappointing results, he is an outspoken advocate for mediation to resolve business disputes, particularly for small businesses, as they can least afford the burdens of business litigation.
Date:
Wednesday, September 18, 2013
Time:
9 a.m.
Location:
Pennsylvania Bar Institute
CLE Conference Center
Wanamaker Building, 10th Floor
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Benefit Corporations: When the Bottom Line Includes People and the Planet (Not Just Profits)
Small Business Committee CLE
Featuring:
Jodi Bromberg, Esq.
Hopkins Bromberg LLC
Kristen Hopkins, Esq.
Hopkins Bromberg LLC
The Pennsylvania Benefit Corporation Act recently went into effect providing start-ups and existing businesses with a new choice of entity. Learn what it's all about, and specifically, how it helps those businesses who are interested in achieving a triple bottom line. This luncheon CLE will provide details on this emerging entity and how you can help clients "benefit" from this new business structure.
The topics to be discussed will include:
- The Rationale Behind Benefit Corporations
- What's a Benefit Corporation?
- Electing to become a Benefit Corporation
- Advantages of the Benefit Corporation
- Differences between "Benefit Corporations" and "Certified B Corporations"
Date:
Friday, May 17, 2013
Time:
12:30 PM
Location:
Pennsylvania Bar Institute
CLE Conference Center
Wanamaker Building, 10th Floor
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Small Business Committee Meeting
Sales and Acquisitions of Small Businesses:
The Process from the Perspective of Owners and BuyersSusan Freedman, investment banker specializing in mergers and acquisitions, will provide an overview of the sale and acquisition process from the perspective of owners and buyers of small businesses.
The initial phase of the process is the planning phase which must be done properly and timely in order for the remainder of the process to ensue efficiently and successfully. The next phase is contacting and screening prospects to determine their level of commitment and ability to consummate a transaction. The third phase involves the negotiations regarding the purchase/sale price and terms of the transaction. Finally, the last phase consists of successfully closing the transaction.
In addition to discussing the role of the intermediary, Ms. Freedman will highlight the roles of other professionals such as the attorneys, accountants, and bankers. For a transaction to proceed smoothly and cost effectively which is an important factor to our small business clients, it is imperative that all parties and their professional advisors know how to work together for a common goal.
Date:
Wednesday, July 17, 2013
Time:
8:30 AM
Location:
Ballard Spahr LLP
1735 Market Street
51st Floor
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Choosing the "Right" Form of Business Entity
Small Business Committee MeetingFeatured Speakers:
Katayun I. Jaffari, Esquire
Ballard Spahr LLP
At this meeting we will hear from Katayun Jaffari of Ballard Spahr, who will address the considerations with respect to choosing an entity type. She will review the advantages and disadvantages or various legal entity forms as well as discuss the considerations that are most important when choosing the form to create for a new business.
A discussion regarding the Committee's initiatives for the new year will also be discussed. Please note the meetings are open to any member of the Philadelphia Bar Association that would like to attend, please tell your colleagues!
Date:
Wednesday, December 12, 2012
Time
8:30 a.m.
Location:
Ballard Spahr LLP
1735 Market Street
51st Floor
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Small Business Financing 101
Solo and Small Firm Committee CLE ProgramThis program is co-sponsored by the Small Business Committee of the Business Law Section.
Featured Speakers:
Darren Sudman, Esq.
Partner, Multifunding, Broad Axe
Barbara Anne Gardenshire-Mills
Economic Development & Lender Relations Specialist
Small Business Administration, King of Prussia
Samantha Arland
Business Express Lending Specialist
Fox Chase Bank, West ChesterWhether you are purchasing a new printer for your law office, or helping a client buy a fleet of company vehicles, knowing what financing options and resources are available is critical. During this informative session, industry experts will teach you how to access the capital you and your clients need for business transition and growth, including:
- Financing options
- The lending process
- How to obtain the best interest rates
The program has been approved for 1.0 Substantive CLE credit. Participants wishing to receive the CLE credit will be required to pay a fee of $25.00 for members of the Philadelphia Bar Association admitted for more than five years and $20.00 for members of the Philadelphia Bar Association admitted for less than five years. Interested parties not seeking CLE credit may attend and purchase lunch through the Philadelphia Bar Association. Please make CLE tuition checks payable to the Pennsylvania Bar Institute.
Date:
Tuesday, October 9, 2012
Time
12:30 p.m.
Location:
Philadelphia Bar Association
1101 Market Street
11th Floor Conference Center
Philadelphia, PA 19107
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Succession Planning for Privately Owned Businesses
Small Business Committee MeetingFeaturing:
Harold Floyd
Delaware Valley Industrial Resource CenterAt this meeting we will hear from Harold Floyd, Business Solution Advisor at the Delaware Valley Industrial Resource Center, who will address some of the non-legal considerations with respect to succession planning for privately owned businesses. By far one of the greatest challenges in small business succession planning is the poorly planned and ultimately incorrect fashion that small businesses are handed-off to successors, including family members, who are ill prepared to handle it. Learn about the challenges and how you can assist your clients in handling them.
We will also review our initiatives for the remainder of the year. Please note that our meetings are open to any member of the Philadelphia Bar Association that would like to attend, please tell your colleagues!
Date:
Thursday, July 12, 2012
Time
8:30 a.m.
Location:
Ballard Spahr LLP
1735 Market Street
51st Floor
Philadelphia, PA 19103
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Considerations regarding the America Invents Act and how to help your clients
Small Business Committee MeetingFeaturing:
Mark Vogelbacker
Panitch Schwarze Belisario & Nadel LLPAt this meeting, we will hear from Mark Vogelbacker, a patent attorney with Panitch Schwarze Belisario and Nadel. Mr. Vogelbacker will provide a brief overview of the America Invents Act signed September 16, 2011, which significantly changes many aspects of US patent laws for the first time since 1952. Parts of the act are already in effect and other parts phase in by March 16, 2013. Learn about the "first inventor to file" provisions and other important provisions that general business attorneys should be aware of to effectively counsel their clients regarding patent protection for their inventions.
We will also review our initiatives for the remainder of the year. Please note that our meetings are open to any member of the Philadelphia Bar Association that would like to attend, please tell your colleagues!
Date:
Wednesday, May 23, 2012
Time
8:30 a.m.
Location:
Ballard Spahr LLP
1735 Market Street
51st Floor
Philadelphia, PA 19103
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2012 Planning Meeting
Small Business Committee MeetingDo you represent small businesses in the areas of transactional law, litigation, real estate, intellectual property - or any other disciplines? Can you share your insights with your fellow Philadelphia Bar Association colleagues? Do you currently or hope in the future to represent small businesses in these areas?
It is time to plan for 2012 and the work of the Small Business Committee. Current suggestions are for quarterly meetings covering new topics such as the nuts and bolts of real estate considerations for small business and litigation management and avoidance for small businesses. A business clinic is on the drawing board as well as ideas to work with other committees of the Business Law Section. Law students are the future of our profession and so consideration on getting them involved is in the works as well.
Date:
Wednesday, March 07, 2012
Time
8:30 a.m.
Location:
Ballard Spahr LLP
1735 Market Street
51st Floor
Philadelphia, PA 19103
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Top 5 HR/Employment Issues for Small Businesses
Small Business Committee CLEExpert Faculty:
Stephanie J. Mensing, Esquire
Mensing Law LLCThis CLE will address the top five human resources and employment issues that small businesses face, including FLSA/Wage and Hour issues and addressing and preventing exposure to workplace litigation.
Join us to learn:
- Top 5 HR/Employment issues, including FLSA/Wage and Hour issues and addressing/preventing exposure to workplace litigation
- Tips for small business attorneys to help identify these issues and advice on how to counsel their clients, including knowing which government regulations apply to their clients (and keeping up to date on the regulations), knowing how to classify employees (e.g., exempt or non-exempt, independent contractor or employee), and helping clients prevent or address exposure to workplace litigation (e.g., discrimination and harassment claims)
- Questions & Answers
Date:
Monday, December 12, 2011
Time:
9 a.m.
Location:
Philadelphia Bar Association
1101 Market Street
11th Floor Conference Center
Philadelphia, PA 19107
CLE Credits:
The program has been approved for 1.0 Substantive CLE credit. Participants wishing to receive the CLE credit will be required to pay a fee of $25.00 for members of the Philadelphia Bar Association admitted for more than five years and $20.00 for members of the Philadelphia Bar Association admitted for less than five years. Please make tuition checks payable to the Pennsylvania Bar Institute.
Handout: Top 5 H.R./Employment Issues for Small Businesses
- Top 5 HR/Employment issues, including FLSA/Wage and Hour issues and addressing/preventing exposure to workplace litigation
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Top Accounting Issues for Small Businesses
Small Business Committee MeetingFeaturing:
David Lopez
David A. Lopez and Company, LLCAt this meeting we will hear from experienced accountant David Lopez about some of the issues small businesses should be sure to keep in mind as they develop and grow their companies. His presentation will help us spot issues for our clients.
We will also review our initiatives for the remainder of the year. Please note that our meetings are open to anyone that would like to attend, please tell your colleagues!
Date:
Tuesday, October 18, 2011
Time:
8:30 AM
Location:
Saul Ewing LLP
Centre Square West
1500 Market Street, 38th Floor
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The Importance of a Business Plan for Your Clients
Small Business Committee MeetingFeaturing:
Cathy Rawcliffe
Beacon Business Communications
At this meeting we will also review our initiatives for the year. Please note that our meetings are open to anyone that would like to attend, please tell your colleagues!
Date:
Wednesday, July 13, 2011
Time:
8:30 AM
Location:
Saul Ewing LLP
Centre Square West
1500 Market Street, 38th Floor
Small Business Committee Meeting
2011 Planning MeetingDo you represent small businesses in the areas of transactional law, litigation, real estate, intellectual property - or any other discipline? Can you share your insights with your fellow Philadelphia Bar Association colleagues? Do you hope to represent small businesses in these areas in the future?
It is time to plan for 2011 and the work of the Small Business Committee. Current suggestions are for quarterly meetings covering topics such as advice on business plan writing for small businesses, nuts and bolts of real estate considerations for small business, litigation management and avoidance for small businesses and accounting considerations for small businesses. A panel presentation in the fall for topics or most interest to our members is on the drawing board as well as ideas to work with other committees of the Business Law Section. Law students are the future of our profession and so consideration on getting them involved is in the works as well.
Please join us to hear about these ideas and share your own thoughts about what the Small Business Committee can do for you!
Date:
Thursday, February 24, 2011
Time:
12:30 PM
Location:
Philadelphia Bar Association
1101 Market Street
11th Floor Committee Room
Philadelphia, PA 19107
