Legal Lessons

Photo Credit: Beatriz Pérez Moya

You do not need a law degree to be a successful Legal Procurement professional, but buying legal services can be quite the challenge. The law has its own language and traditions. There are many complex concepts and nuances. And even if you have a law degree from one jurisdiction, better understanding legal concepts of another jurisdictions will always help.

Our new Legal Lessons series will help close the knowledge gap: 60-minute live webinars on a variety of legal topics and legal systems will help you become a better, more sophisticated buyer of legal services.

  • January 17 | THINKING LIKE A LAWYER with Prof. Katrina Lee (The Ohio State University Moritz College of Law)
  • February 14 | KEY ELEMENTS OF THE M&A PROCESS with Michael Hardy (Duane Morris)
  • February 28 | ANATOMY OF A U.S. LAWSUIT with Jeff Lamb (Honigman Miller Schwartz and Cohn)
  • March 14 | WHAT IS COMMON LAW/CIVIL LAW? with Alexander Deicke (BarclayCard)
  • April 18 | THE UK COURT SYSTEM with Phillip Taylor MBE (Richmond Green Chambers)
  • May 2 | INTRO TO U.S. INTELLECTUAL PROPORTY LAW with Steve Ritchey & Jennifer Visintine (Thompson Coburn)
  • June 20 | INTRO TO U.S. EMPLOYMENT LAW with Jennifer Sandberg (Fisher Phillips)

Members get calendar invites to all Legal Lessons and can access additional learning material on each legal topic in our Member Resources.
Additional sessions will focus on topics such as: Anatomy of a U.K. Lawsuit; Introduction to Contracts; Introduction to Class Action Lawsuits etc.
Please contact us if you would like to suggest a topic and/or serve as an expert.

Our Faculty and Sessions:

THINKING LIKE A LAWYER with Prof. Katrina Lee (The Ohio State University Moritz College of Law)

Katrina Lee
is an Associate Clinical Professor at The Ohio State University Moritz College of Law. She teaches Business of Law, Legal Analysis and Writing, and Legal Negotiations. Before she joined academia, Katrina was a law firm equity partner in San Francisco, California. She practiced complex civil litigation for more than twelve years. Katrina has authored several scholarly articles and the business of law coursebook, “The Legal Career: Knowing the Business, Thriving in Practice” (West Academic 2017). Katrina received her B.A. and J.D. degrees from the University of California at Berkeley.

Her session will cover:

  • Provide an overview of 3-year law school curriculum in the U.S.
  • Explain the term “thinking like a lawyer”
  • Introduce the legal analysis structure (IRAC, CRAC, CREAC) taught in law school
  • Suggest connections between “thinking like a lawyer” and the business of law

What you will learn:

  • Gain a basic understanding of 3-year law school curriculum in the U.S.
  • Explore the meaning of the term “thinking like a lawyer”
  • Start learning about the legal analysis structure taught to law students
  • Think critically about the connection between the business of law and “thinking like a lawyer”

KEY  ELEMENTS OF THE M&A PROCESS with Michael Hardy (Duane Morris)

Michael Hardy has extensive experience representing private equity investors, senior and subordinated debt lenders and operating companies in connection with mergers and acquisitions, offerings of equity and debt securities, credit facilities, joint ventures, and other strategic transactions. He regularly advises companies regarding business and tax strategy, corporate governance and structure and matters relating to business operations. His clients include private equity and venture capital funds, banks and other regulated financial institutions, mezzanine lenders, large multinational corporations and middle-market companies in a broad array of industries. Mr. Hardy is a graduate of Vanderbilt University Law School, where he was associate editor of the Vanderbilt Journal of Entertainment Law & Practice, and holds a business degree from Towson University.

This session will cover:

Specific activities and communications to successful initiate, negotiate and conclude an M&A transaction, including:
  • Assembling the advisory team
  • Assessing the best structure for the transaction, asset or stock purchase or merger
  • Developing a Time and Responsibility Schedule
  • The due diligence required to support a successful (and bulletproof) transaction

What you will learn:

  • Understand the complexity and lawyer personnel/time requirements involved in and unique to an M&A transaction
  • Recognition that changing circumstances (such as economic climate or loss of a key customer, for instance) will require additional law firm/lawyer involvement, input, time and ultimately cost
  • Understanding of the inherently adversarial nature of an M&A transaction
ANATOMY OF A U.S. LAWSUIT with Jeff Lamb (Honigman Miller Schwartz and Cohn)

Jeff Lamb
is a partner in Honigman’s Litigation Department. He focuses on representing private equity firms in M&A litigation and international manufacturers in commercial disputes with their suppliers, customers, and competitors. Jeff has served as trial counsel in bench and jury trials and arbitral proceedings that have gone to verdict, and has won judgments and achieved favorable settlements at all stages of litigation. Prior to joining Honigman, Jeff worked at an eminent national law firm where he represented global chemical and energy companies in commercial disputes stemming from refinery fires, well failures, and joint ventures and mergers gone awry.

This session will cover:

  • Provide high level overview of the U.S. civil justice system
  • Describe phases, timing and key elements of a civil lawsuit
  • Detail aspects of the discovery process in U.S. lawsuits that impose significant obligations on litigants, and involve multiple parties playing different roles
  • Touch on the interplay between the U.S. civil justice system and the private arbitration of disputes

What you will learn:

  • Understanding of Federalism in U.S. justice system—distinction between state and federal court systems; civil and criminal lawsuits
  • Understanding of phases and timing of U.S. civil lawsuits—initial pleadings, initial dispositive motions, discovery, summary judgment, trial, appeal
  • Understanding of broad scope of discovery in U.S. courts, potential discovery costs, obligations to disclose and preserve physical and electronic evidence, and consequences for failing to do so, and the roles of lawyers, e-discovery vendors and experts
  • Understanding of the judge’s and jury’s roles in civil lawsuits
  • Understanding of appellate rights and process—what may be appealed and when
  • Understanding of how private arbitration relates to the U.S. court system

WHAT IS COMMON LAW/CIVIL LAW? with Alexander Deicke (BarclayCard)

Dr. Alexander Deicke
has been committed to the economic success of companies since the beginning of his legal career. After working for a large firm, he set up his own firm which focuses on commercial law issues, including Corporate, Commercial, Banking, Insurance, IT, Employment, Lawyers, Regulatory and International Business Law. All projects he has participated in, such as an M&A project with Chinese involvement, working as a liquidator for a Russian corporate group, providing legal advice to a British financial services company and external functions for a U.S. company or controlling of data protection in a bank, have enabled him to build up intercultural and international competence. Alexander studied law at the University of Tübingen, earned an MBA from Hochschule Reutlingen, and an LL.M. from University of Münster.

This session will cover:

  • Brief history and principles of the world's legal systems: Common Law and Civil Law
  • The distinction between Common Law and Civil Law

What you will learn:

  • Understand the principles of Common Law
  • Understand the principles of Civil Law
  • Understand the differences between Common and Civil Law

THE UK COURT SYSTEM with Phillip Taylor MBE (Richmond Green Chambers)

Phillip Taylor MBE
was educated at London University and called to the Bar of Lincoln’s Inn, a common law practitioner at Gray’s/Lincoln’s Inn. He now heads his own chambers, Richmond Green Chambers, in London. Phillip has extensive knowledge of smaller civil claims in contract/tort since CPR (Civil Procedure Rules) and Money Claims Online, the forerunner of the Online Courts and Online Procedure Rules. Phillip, a widely published author, also teaches law students and is reviews editor of “The Barrister”. He began his working life at the BBC, then in government service, and served as a soldier in the British Army.

This session will cover:

  • Obtain an overview of civil litigation in the UK
  • Common Law and Equity
  • The structure of the courts/CPR (Civil Procedure Rules)
  • The Business and Property Courts
  • The Online Court/ADR (Alternative Dispute Resolution)

What you will learn:

  • Understand how the UK courts are structured
  • Identify the correct court
  • Spot the difference between the common law and equity
  • Clarify the correct procedures
  • Consider dispute resolution and commercial viability

INTRO TO U.S. INTELLECTUAL PROPERTY LAW with Steve Ritchey & Jennifer Visintine (Thompson Coburn)

Steve Ritchey
advises clients on domestic and international patent applications and provides comprehensive counsel on licensing and technology transfer. He has prepared and prosecuted patent applications both domestically and internationally. Steve also drafts and negotiates technology alliance and license agreements, and prepares opinion letters regarding infringement and validity issues and freedom to operate. His patent experience covers a broad range of technical disciplines, including food technology, agriscience, biotechnology, organic chemistry, fuel cell catalyst technology, rechargeable battery technology, silicon wafer technology, nuclear medical materials, polymer technology, solder alloys, and metal plating technology.

Jennifer Visintine helps clients build and protect their brands and other valuable intellectual property. She regularly advises clients regarding trademark selection, registration and enforcement, domain name disputes, and copyright ownership, registration, fair use and infringement issues. Jennifer also drafts and effectively negotiates license and other agreements related to intellectual property, and helps clients by counseling them on various Internet, licensing, e-commerce and privacy issues.

This session will cover:

  • Types of patents and similar protections: Rights provided patents and tips and risks for acquiring, defending and asserting patents
  • Trademark: Types of trademarks, Purposes of trademarks, Selecting and establishing trademark rights, Enforcement of trademark rights
  • Copyright: What is protected under copyright law, Exclusive copyright rights, How to protect your copyright, Copyright infringement and fair use

What you will learn:

  • Understand the different types of intellectual property
  • See how intellectual property affects your business
  • Understand the value of each type of intellectual property and how to protect it and avoid infringing the rights of others

INTRO TO U.S. EMPLOYMENT LAW with Jennifer Sandberg (Fisher Phillips)

Jennifer Sandberg
is a partner in the Atlanta office of Fisher Phillips. Employers view her as a trusted advisor providing solid business advice. She works to understand her clients’ business and their desired business outcomes in order to provide creative and cost-effective advice and counsel. Her advice is custom-tailored for employers with tens of thousands of employees or those with a small staff. A significant portion of her practice is devoted to providing day-to-day preventive advice as employers design, manage, and carry out business initiatives. Clients appreciate her “no nonsense” approach.

This session will cover:

  • An overview of U.S. federal employment that all employers should understand
  • Wage-hour issues including the importance of pay equity in various jurisdictions
  • The importance of a compliance program and audit process for U.S. based entities

What you will learn:

  • How in the U.S., federal employment laws often differ markedly from state and local employment laws
  • How U.S. employment law continues to grow and expand at both a federal and state level
  • How “gut instinct” and common sense can run counter to U.S. employment law creating havoc for even the most experienced manager