It’s the advice you need, without the hourly fees.
Join us for ‘Law School for the CFO,’ an informative session on the legal topics today that directly affect the health of your business. Our legal experts will deliver a series of 15-minute vignettes packed with practical and actionable advice to help you avoid unintentional pitfalls and risks.
- Eric Mandus – Master of Ceremonies
- Rett Peaden – Recent Trends in M&A
- Angela Roberts – New Developments in Employee Benefits & Executive Compensation
- Michael Riesen/Indhira LaPuma (SGR Labs) – Managing Your IP Portfolio/Legal Innovation
Ms.LaPuma joins SGR from VF Corporation where she was Innovation Counsel. As former in-house counsel, Indhira LaPuma has significant experience managing global patent portfolios, forming strategic partnerships, drafting complex IP agreements, performing patent analyses for patent valuation, due diligence and commercialization projects, and counseling clients on how to develop, acquire, and maintain strong intellectual property portfolios. Indhira uses her technical background in physics, and her experience working with Fortune 500 companies in the areas of computer software and architecture, telematics, network technologies and technical apparel and footwear to help clients develop and maintain robust IP portfolios. She leverages her in-house experience to provide advice and counsel that is focused on ensuring clients meet business objectives and extract value from their internal IP efforts and strategic business relationships. She considers her client relationships true collaborative partnerships and utilizes design thinking to craft desired outcomes for her clients that maximize value and successfully accomplish business goals.
Ms. LaPuma received her B.A. in Physics from Grinnell College in Grinnell, IA. She received her J.D. from the University of Nebraska College of Law. Ms. LaPuma is admitted to practice in Nebraska and before the U.S. Patent and Trademark Office.
Mr. Mandus has a general corporate law practice in which he represents and advises a wide variety of foreign and domestic clients on matters pertaining to their businesses, which span a wide range of industries, including the health care, real estate, chemical, manufacturing, retail, distribution and service industries. He is often consulted with regard to the organization and formation of for-profit and not-for-profit entities, and the negotiation and preparation of agreements and contracts relating to their operations and businesses, including shareholder agreements, operating agreements, debt and equity financing arrangements, employment and restrictive covenant agreements, distribution and supply agreements, teaming agreements, toll and contract manufacturing agreements, license agreements involving all forms of intellectual property, and strategic alliance and joint venture agreements. Mr. Mandus has extensive experience in the representation of commercial landlords and tenants, including matters relating to the operation and management of commercial properties and the negotiation of leases involving office, retail, industrial and mixed use projects. Mr. Mandus also has an active practice in business acquisitions and divestitures where he has represented both publicly and privately held businesses, in stock, asset, and merger transactions, as both buyers and sellers, across a wide range of industries, including chemical, manufacturing, retail, distribution, construction, technology and other service based businesses. Many of these transactions involved complex pricing, earn-out, and financing structures.
Originally from Merritt Island, Florida, Mr. Mandus received a B.A. in Economics from Denison University in 1982. He received a J.D., with distinction, in 1985 from Emory University, where he was elected to the Order of the Coif and received the American Jurisprudence Award for Business Associations and Constitutional Law. Mr. Mandus is admitted to practice in Georgia.
Rett started out on the path to becoming a college professor, until he realized that a PhD in the humanities was not the surest path to gainful employment. Now, instead of spending his days in library stacks with dusty tomes, he can be found lost in thought coming up with strategies for his clients’ businesses.
Rett’s practice focuses on helping clients with mergers and acquisitions, divestitures and spin-offs, joint ventures, strategic alliances, entity formation and exit planning. He serves as a strategist to clients at each step of the process, from the letter of intent through post-closing integration, to buy, sell, form, and fund businesses. He has successfully represented clients in a diverse range of industries including manufacturing, professional services, health care and technology. Rett is also at the forefront of developments in the rapidly growing cannabis industry. He has extensive experience working with international clients, especially from Canada, China, Germany, and Japan.
In addition to a traditional law school degree, Rett earned an advanced degree in Taxation. Rett’s in-depth knowledge in tax strategies and entity structures helps his clients achieve their goals, whether forming an investment partnership, structuring a deal, advising an individual executive or closely-held family enterprise, or setting-up an international in-bound investment opportunity.
Additionally, Rett acts as outside general counsel for many of his clients. Coming from a family business background, Rett is sensitive to the concerns of business owners. He always strives to be effective in his advice, relying on common-sense, and going the extra mile to deliver value in his representation. He makes sure that any “legalese” is explained in terms so that non-lawyers can understand the issues and make informed decisions.
Rett earned a B.A. degree in philosophy from Emory University, where he was in the Phi Sigma Tau Philosophy Honor Society and won the Byzantine History Award. He received a J.D. from Vanderbilt University Law School, where he was President of Colloquy, a student organization that invites outside speakers to campus. His LL.M. in Taxation is from the University of Florida.
Michael Riesen focuses his practice on intellectual property, including portfolio management and diligence, domestic and international patent prosecution, agreements, patent litigation, trademark prosecution, copyright, and open source issues. Michael uses his technical background in material science, physics, electrical engineering, and computer science to assist a variety of clients in IP matters, and works with clients to quickly assess their cases and develop effective strategies. A former high school and college physics teacher, Michael capitalizes on his ability to understand complex and high-level scientific concepts and to effectively convey such concepts to inventors, counsel, judges, juries and examiners. He regards the relationships he forms with clients and organizations as relationships focused on commitment, value and responsiveness.
Ms. Roberts concentrates her practice on a broad range of employee benefits and executive compensation matters, including:
- Designing, drafting, and implementing plan documents and administrative procedures for a variety of employee benefit plans, including qualified and non-qualified retirement plans and health and welfare plans;
- Assisting clients with plan service provider conversions and with the review and negotiation of vendor service agreements;
- Advising plan fiduciaries on the fiduciary responsibility provisions of ERISA and prohibited transaction rules;
- Counseling plan sponsors regarding the privacy and security requirements under HIPAA, including drafting required policies and procedures, preparing notices, providing HIPAA-mandated training, and negotiating business associate agreements;
- Advising employers regarding all facets of Affordable Care Act compliance, including employer shared responsibility provisions, reporting requirements, and group health plan mandates;
- Conducting plan compliance reviews, including providing advice and supervision with respect to corrective actions and preparing filings under Internal Revenue Service and Department of Labor correction programs; and
- Advising clients on the employee benefits aspects of mergers and acquisitions, and assisting with post-closing integration of employee benefit plans.
Ms. Roberts received her B.S. and B.A., with honors, from the University of Florida, and her J.D., magna cum laude, from the University of Florida Levin College of Law. While in law school, she served on the editorial board of the University of Florida Journal of Law and Public Policy and was a member of the Order of the Coif.
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CFO Leadership Council members may attend this program for free. Non-member senior financial executives who are CFOs, Vice Presidents of Finance, Directors of Finance and Controllers (or the like) are welcome to attend this program at a one-time cost of $60.
Please note that service providers or any executives who are not senior financial executives (CFOs, Vice Presidents of Finance, Controllers, Directors of Finance, etc.) will not be admitted attendance to this event. The CFO Leadership Council reserves the right to decline any registration.
For more information about this program or The CFO Leadership Council, please contact Jennifer Langley, Southeast Regional Director, at email@example.com.
If you would like to cancel your ticket or request a refund, please contact firstname.lastname@example.org. Refunds are available up to 24 hours prior to the program.
Instructional method: Group-Live
Recommended CPE Credits: 1.8 credits in Specialized Knowledge
Experience Level: Basic
Prerequisites/advance preparation: None
The CFO Leadership Council is registered with the National Association of State Boards-of-Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 109063). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: www.nasba.org