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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.

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

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

Data Protection & Cybersecurity Challenges for Financial Institutions in 2021 (1 hr CLE: Illinois, Kentucky, Ohio, Pennsylvania)

Join Frances Floriano Goins and Laura J. Shaw, Associate General Counsel from KeyBank, NA, as they review the myriad regulatory schemes that govern data protection for financial services providers, keying in on both newly enacted and projected additional regulations. They will then look at the increased challenges the global pandemic has created for cybersecurity and discuss how financial service providers can best address them. Finally, they will examine some of the likely data protection and cybersecurity issues that financial service providers may face in the coming year.

Employee Benefits

Employment & Labor

Hot Topics in Employment & Labor Law for 2021 (1.25 hr CLE: Illinois, Ohio; 1 hr CLE: Pennsylvania)

Join Ulmer attorneys William D. Edwards, Stephanie E. Harley, and Jonathan R. King, for a webinar on March 31 from 1:00 p.m. - 2:15 p.m. (ET) as they discuss hot topics in employment and labor law for 2021. This program will cover a variety of timely and important subjects including: COVID-19 vaccinations for employees, whether they should be mandatory or voluntary, and legal considerations for employers What employers need to know about the upcoming amendments to the Ohio Civil Rights Act, effective April 12, 2021 COVID-19 related employment litigation and legislative update, and what employers can learn from recent court decisions

Ethics & Professional Responsibility

Live Webinar: Keeping It Professional

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

Data Protection & Cybersecurity Challenges for Financial Institutions in 2021 (1 hr CLE: Illinois, Kentucky, Ohio, Pennsylvania)

Join Frances Floriano Goins and Laura J. Shaw, Associate General Counsel from KeyBank, NA, as they review the myriad regulatory schemes that govern data protection for financial services providers, keying in on both newly enacted and projected additional regulations. They will then look at the increased challenges the global pandemic has created for cybersecurity and discuss how financial service providers can best address them. Finally, they will examine some of the likely data protection and cybersecurity issues that financial service providers may face in the coming year.

Immigration

U.S. Immigration Update - What Employers and International Travelers Need to Know (1 hr CLE: Illinois, Ohio, Pennsylvania)

Join Ulmer attorneys David W. Leopold and Anastasia Tonello as they lead a discussion on the latest U.S. Immigration policy updates and how employers and international travelers could be impacted. During the complimentary webinar, David and Anastasia will cover: The Biden Administration’s priorities in 2021 and what to expect in 2022, including what has already been enacted, what still needs to be addressed, and potential future legislation COVID-19 related travel restrictions and new policies that may replace geographic bans Trends and issues for employers and international travelers

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.

Environmental Due Diligence In Real Estate Transactions: Phase II (1 hr CLE: Illinois, Ohio, Pennsylvania)

Join Ulmer attorney David A. Meyer for a live webinar on Wednesday, September 15, at 2 p.m. (ET), as he continues the conversation on environmental due diligence for real estate transactions. Dave will build on his previous webinar with a deep-dive into additional considerations related to environmental due diligence for real estate transactions, particularly Phase II Environmental Site Assessments and why they are important. He'll also build on the previous discussion by answering important questions including: What is the scope of a Phase II Environmental Site Assessment? Should you use the same consultant and professional service agreement used for the Phase I? Can a Phase II investigation lead to additional investigation beyond the Phase II? Do you have to report contamination discovered during a Phase II to regulatory authorities? Should Phase II investigations be confidential? How do you complete a transaction when contamination is discovered or confirmed?

Post-Pandemic Trends in the Fast-Casual Restaurant Industry

Join Ulmer Partner Jodi Rich and founder and Senior Vice President/Principal of Goodman Real Estate Services Group LLC., Richard Edelman, as they discuss business trends in the fast-casual restaurant industry that were accelerated by the pandemic including the addition of drive-thru, third party delivery, use of ordering apps, ghost kitchens, and which trends are here to stay. Following the 30 minute discussion, Jodi and Richard will answer questions from the audience.

Environmental Due Diligence in Real Estate Transactions (1 hr CLE: Illinois, Ohio, and Pennsylvania)

Join Ulmer attorney David A. Meyer for a live, complimentary webinar on Thursday, June 10, at 2:00 p.m. (ET). During the one-hour webinar, Dave will take a deep-dive into environmental due diligence for real estate transactions, covering topics including why prospective purchasers and tenants conduct environmental due diligence, when and how to conduct environmental due diligence for different types of transactions, lender and financing considerations for environmental due diligence, and more.

Tax

Trusts & Estates

High Stakes Guardianship: Best Practices for Corporate Fiduciaries (1 hr CLE: Illinois, Ohio, Pennsylvania)

Join Ulmer attorneys Daniela Paez and John R. Harrison as they host a complimentary webinar on high stakes guardianships and best practices for corporate fiduciaries. During the interactive presentation, Daniela and John will cover the following: Introduction to guardianship, famous cases, and possible alternatives Procedure for establishing guardianship, understanding of filings, and standard of review Administrative duties, including identifying ward’s rights, special circumstances, appropriate checks and balances, and reasons for dissolution Considerations and best practices for corporate fiduciaries and other guardianship-related issues for financial institutions

Employee Benefits

Employment & Labor

Financial Services

Immigration

Real Estate

Tax

Trusts & Estates