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 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.
Topics To Be Covered:
- Corporate & Securities Law
- Business Structure, Negotiations, and Transactions
- Employment Law and Litigation
- Complex Real Estate Transactions
Kathleen H. Cold, Partner, Lippes Mathias Wexler Friedman LLP
Ms. Cold concentrates her practice in corporate law, including formation of corporations, limited liability companies, limited liability partnerships, and limited partnerships; preparation of business and commercial transaction agreements; partnership, shareholder and LLC operating agreements; employment agreements and other contracts. She also assists clients with mergers and acquisitions.
Ms. Cold also focuses her practice in trusts and estates where she prepares wills and revocable living trusts, irrevocable life insurance trusts, and other estate planning documents designed for the lifetime and testamentary transfer of wealth.
Amy Habib Rittling, Partner, Team Leader, Employment Practice Team, Lippes Mathias Wexler Friedman LLP
Amy Habib Rittling, a Partner with Lippes Mathias Wexler Friedman, serves as Team Leader for the firm’s Employment Practice Team. She concentrates her practice in employment and general business law and litigation. Her employment law experience includes counseling and advising employers on all aspects of employment relationships and employment practices and policies. She also assists employers with self-audits and workplace investigations. Ms. Habib Rittling also represents employers before administrative agencies including the U.S. Equal Employment Opportunity Commission, the New York State Division of Human Rights, the U.S. Department of Labor, the New York State Department of Labor and other various state and local employment agencies. She frequently defends clients in legal claims involving: discrimination, harassment, wrongful termination, state and federal wage and hour laws, and the Family and Medical Leave Act, and the Americans with Disabilities Act.
Ms. Habib Rittling's employment law experience also includes drafting and negotiating employment and severance agreements and litigating claims involving misappropriation of trade secrets and breach of restrictive covenants.
Prior to returning to Buffalo, Ms. Habib Rittling served as Special Assistant to Commissioner Leslie E. Silverman of the U.S. Equal Employment Opportunity Commission.
Amy finds her inspiration “strategizing on cases with an exceptional group of talented colleagues.” She is actively involved in her community, and lives in Eggertsville with her husband, Mark, and four young children.
John J. Koeppel, Partner, Team Leader, Private Equity Practice, Lippes Mathias Wexler Friedman LLP
John J. Koeppel is a Partner and the Team Leader of the firm’s Private Equity Practice. Mr. Koeppel is a corporate lawyer who has successfully structured, negotiated and closed over 250 transactions in the past two decades, which typically involve mergers and acquisitions, fund formations and investments, and various private equity transactions (including fund secondary transactions, co-investments, venture financings and cross-border deals). He also works with clients on reviewing / structuring their Qualified Opportunity Zone investments. Mr. Koeppel acts as counsel to a number of leading funds, independent sponsors, institutional investors and middle market companies focused on buy-out, venture, real estate, intellectual property, fund-of-funds, co-investments, secondaries and other strategies. He also often acts as US counsel to non-US clients on their US private equity and investment fund transactions.
On the M&A / private equity transactions side, Mr. Koeppel has advised on deals from $5 million to $250 million+ in a wide range of industries, including manufacturing, technology, consumer goods, food, distribution, business services, cleantech and medical / health care.
He is a frequent speaker at a number of leading private equity and M&A events. Mr. Koeppel and his team take a pro-active and practical approach to helping clients make connections and successfully navigating the various legal challenges in any private equity transaction. Prior to joining Lippes, he was a partner in the private equity and investment funds group of an AmLaw 100 firm.
Christopher A. Walker, Partner-in-Charge, Florida, Lippes Mathias Wexler Friedman LLP
Mr. Walker assists companies across the United States with corporate matters, including formations, operations, sales or dispositions, contract matters, and sophisticated mergers and acquisitions. He also assists clients with business deals, ensuring proper structuring and operative implementation. Mr. Walker focuses a portion of his practice on commercial real estate transactions and has successfully closed on over $750,000,000 of real estate acquisitions and financing matters, including complex and multifaceted 1031 exchanges and defeasances. Throughout his career, he has represented dozens of financial institutions across the United States in real estate secured and asset secured lending transactions.
In addition to the above, Mr. Walker dedicates a portion of his practice to affordable housing and not-for-profit governance and financing. His practice is dedicated to ensuring and growing affordable housing throughout the U.S. and participates in all aspects of financing transactions including HUD transactions, bond and other finance programs.
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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 firstname.lastname@example.org.
If you would like to cancel your ticket or request a refund, please contact email@example.com. Refunds are available up to 24 hours prior to the program.
Instructional method: Group-Live
Recommended CPE Credits: 2 CPE credits in Business Law
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