Self Study/On-Demand
INCPAS On-Demand: 2025 Corporate Finance Forum Session - Legal Insights: Navigating Contracts, Capital, and Compliance
Jeff will share his insights as an attorney representing privately held companies and answer the questions he gets from the financial executives and employees of those companies. Jeff will give you insights into the documents you are likely to see across your desk frequently - vendor contracts, non-disclosure agreements, employee contracts, etc. Learn what to look for, what to insist on, and what to refuse.
Highlights
- Key Legal Provisions in Common Contracts
Including NDAs, vendor agreements, and employment contracts—what to look for, insist on, or reject. - Understanding Equity Incentives and Capital Instruments
Overview of stock options, RSUs, SAFEs, convertible debt, and their implications for private companies. - Clarifying Business Relationships and Roles
Legal distinctions between contractors, resellers, licensees, and referral partners to avoid misclassification and risk.
