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Ulmer & Berne LLP takes pride in presenting thought-provoking presentations and seminars on a variety of current legal topics, and is pleased to share webinar and podcast versions of these events. If you are unable to attend one of our events, or would like watch or listen to an event again, you can find our webinars and podcasts conveniently located on this page.

Programs that are eligible for live and on-demand Continuing Legal Education (CLE) credit are marked as such. Once you click on a program, the registration page will outline the criteria for obtaining credit.

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  • Construction
  • Cybersecurity & Privacy
  • Ethics & Professional Responsibility
  • Financial Services
  • Immigration
  • Real Estate
  • Trusts & Estates
  • Employee Benefits
  • Employment & Labor
  • Tax

Construction

The New Phase I ESA Standard and Solving Environmental Problems During Real Estate Transactions (1 hr CLE: Illinois, Ohio, and Pennsylvania)

Join Ulmer attorney David A. Meyer for a one-hour webinar when he'll discuss the significant changes enacted last November to the Phase I ESA Standard, how they affect the environmental due diligence process, and how it may impact CERCLA liability. Dave will also review some challenges that arise when dealing with environmental conditions and liabilities during real estate transactions as well as potential solutions.

Cybersecurity & Privacy

Ethics & Professional Responsibility

Keeping it Professional: A Discussion on Professional Conduct (1 hr CLE: Illinois, Kentucky, Ohio, and Pennsylvania)

On Thursday, December 1, at 12 p.m. (ET), Ulmer attorneys Alvin Mathews, Kenneth Zirm, and Joshua Klarfeld will host a one-hour webinar to tackle professional conduct issues that attorneys face in their day-to-day practices. As an attorney defending lawyers in a variety of professional liability matters and disciplinary proceedings, a GC of a growing firm, and as a litigator who handles matters across the country, the speakers will walk through several scenarios from their unique perspectives. The webinar will cover the following land mines that have been left for attorneys to navigate post-pandemic: Representing organizations as clients and acting in the organization’s best interest Responsibilities of supervisory attorneys especially in the face of remote work Managing a practice across multiple states or jurisdictions

Financial Services

2022 Financial Services & Securities Litigation Webinar Series (On-Demand Credit Available)

New for 2022, Ulmer has expanded its annual Financial Services & Securities Litigation Webinar Series to include six complementary, one-hour webinars on the industry’s hottest topics led by our top-ranked attorneys and a special guest speaker. New topics this year include information on private funds for RIAs, litigation considerations in elder financial abuse cases, and what financial services professionals need to know about cryptocurrency. Each session will be held at 2 p.m. (ET).

An Introduction to Crypto for Financial Services Professionals (1 hr CLE: Illinois, Ohio, and Pennsylvania)

In the last couple of years, cryptocurrencies went from a fringe discussion to seemingly everywhere around us. Join Ulmer partner Nathan W. Lamb as he helps financial services professionals navigate this new reality. He will discuss: The differences between Bitcoin, Ethereum and the thousands of other cryptocurrencies Blockchain and how it works How crypto firms are competing with legacy financial institutions and how legacy financial institutions are incorporating crypto And finally, sharing an introduction to the regulatory and legislative landscape for cryptocurrencies

Elder Financial Exploitation: A view From the trenches: Risks, Pitfalls, and How to Try a Complex Elder Financial Abuse Case (1 hr CLE: Illinois, Ohio, and Pennsylvania)

Join Ulmer partners Michael N. Ungar and Daniela Paez as they discuss the current regulatory landscape as well as the litigation trends and risks surrounding elder financial abuse and exploitation. They will also share an overview of potential claims against financial institutions and winning legal defense strategies when trying an elder abuse case.

FINRA 2022: What to Expect? (1 hr CLE: Illinois, Ohio, and Pennsylvania)

Join Ulmer partners Alan M. Wolper and Heidi E. VonderHeide as they address hot topics, including recent rule proposals, exam priorities, and other FINRA developments. CLE Credit + On Demand: This webinar is approved for 1.0 hour of credit in Illinois, Ohio, and Pennsylvania for the live (3/10/2022) and on-demand viewings through 12/31/2022. It is also approved for 1.0 hour of general CLE credit in Kentucky for the live (3/10/2022) and on demand viewings through 06/30/2022.  It is also pending approval for 1.0 hour of general CLE credit in Kentucky for the live (3/10/2022) and on demand viewings through 06/30/2022. In order to obtain credit for this webinar in Illinois (Live and Recorded Technology), Kentucky (Live and Technological), Ohio (Live Interactive Webinar and Self-Study), and Pennsylvania (Live Webcast and Internet Based) you must: watch for a minimum of 30 minutes (at least 60 minutes in Pennsylvania), answer poll questions, and complete the evaluation in the survey widget. Eligibility for credit of on-demand viewing will be determined at the end of each month and participants will be emailed a Certificate of Attendance/Completion. CLE Credit will be reported and all applicable attendance fees paid by Ulmer & Berne on behalf of the attendee in Illinois, Ohio, and Pennsylvania.

What's New at the SEC in 2022? (1 hr CLE: Illinois, Ohio, and Pennsylvania)

Ulmer partner Frances Floriano Goins and Elizabeth Hill, Senior Vice President, Deputy General Counsel, at Huntington National Bank, share an overview of the 2022 exam priorities. They will also discuss "gatekeeper liability" and enhanced enforcement and novel legal theories. Finally they will examine Regulation Best Interest and its intersection with the Department of Labor's new prohibited transaction exemption on rollovers. CLE Credit + On Demand: This webinar is approved for credit in Illinois, Ohio and  Pennsylvania for the live (3/2/2022) and on-demand viewings through 12/31/2022. It is also approved for 1.0 hour of general CLE credit in Kentucky for the live (3/2/2022) and on demand viewings through 06/30/2022. It is also pending approval for 1.0 hour of general CLE credit in Kentucky for the live (3/2/2022) and on demand viewings through 06/30/2022. In order to obtain credit for this webinar in Illinois (Live and Recorded Technology), Kentucky (Live and Technological), Ohio (Live Interactive Webinar and Self-Study), and Pennsylvania (Live Webcast and Internet Based) you must: watch for a minimum of 30 minutes (at least 60 minutes in Pennsylvania), answer poll questions, and complete the evaluation in the survey widget. Eligibility for credit of on-demand viewing will be determined at the end of each month and participants will be emailed a Certificate of Attendance/Completion. CLE Credit will be reported and all applicable attendance fees paid by Ulmer & Berne on behalf of the attendee in Illinois, Ohio, and Pennsylvania.

The Future for Private Funds and Their Advisors – More Regulation; Less Private (1 hr CLE: Illinois, Ohio, and Pennsylvania)

Join Ulmer partner Howard M. Groedel as he discusses recent regulatory actions and what they mean for private funds and their advisors. Among other topics, Howard will address: The primary take-aways from SEC Chairman Gary Gensler’s remarks at the November 2021 Institutional Limited Partners Association Summit Proposed new SEC rules expanding the information required to be disclosed on Form PF The dimming prospects for a near-term “retailization” of private funds The January 27, 2022 Risk Alert from the SEC’s Division of Examination The recent NFA Interpretive Notice on Outsourcing Compliance-Related Functions The SEC’s focus on fees and expenses, use of MNPI, and big boy letters The new Advertising Rule

Immigration

Real Estate

The New Phase I ESA Standard and Solving Environmental Problems During Real Estate Transactions (1 hr CLE: Illinois, Ohio, and Pennsylvania)

Join Ulmer attorney David A. Meyer for a one-hour webinar when he'll discuss the significant changes enacted last November to the Phase I ESA Standard, how they affect the environmental due diligence process, and how it may impact CERCLA liability. Dave will also review some challenges that arise when dealing with environmental conditions and liabilities during real estate transactions as well as potential solutions.

Trusts & Estates

Gift Planning Strategies: Help Your Clients Make a Lasting Impact with Their Gifts (1 hr CLE: Illinois, Kentucky, Ohio, and Pennsylvania)

Gifting is a critical element of estate planning for high net worth individuals. On Monday, December 12, from 12 – 1 p.m. (ET), attorneys from Ulmer’s Trusts & Estates Practice will host a complimentary webinar providing an overview of the gift tax structure, gifting requirements, and gifting techniques that will help clients leverage their gift and estate tax exemption. Kim Stein, Abbie Pappas, and Erica Carducci will discuss gifting methods, including gifts utilizing the annual gift tax exclusion and the unified gift and estate tax credit available, requirements for “completed gifts,” and gifts exempt from the gift tax structure. As they share key gifting considerations, the panel will explore when to use specific strategies and what the advantages or drawbacks may be to the different options.

Employee Benefits

Employment & Labor

Financial Services

Immigration

Real Estate

Tax

Trusts & Estates