Course Overview
Select appropriate entity types for impact objectives.
Embed impact covenants into LPAs and agreements.
Navigate federal, state, and anti-ESG frameworks.
Draft loan documents with ESG-linked provisions.
Course Overview
Select appropriate entity types for impact objectives.
Embed impact covenants into LPAs and agreements.
Navigate federal, state, and anti-ESG frameworks.
Draft loan documents with ESG-linked provisions.
Why Attend
Agenda
Session 1
Fund Types and Legal Structures for Impact Investing
Session 2
Essential Formation Documents and Their Key Purposes
Session 3
Negotiating Key Fund Terms and Risk Management
Session 4
Compliance and Tax Considerations for Impact Funds
Session 5
Integrating Impact with Public Sector Financing Layers
Break
Scheduled Break for Session Participants
Session 6
Typical Timelines and Practical Fund Formation Challenges
Session 7
Investor Types: CRA-Motivated Banks and Private Donors
Session 8
Understanding Differences in Investor Objectives and Expectations
Session 9
Downstream Impact Lending Programs and Loan Documentation
1:00 pm - 1:12 pm EST
Robinson & Cole LLP
Hogan Lovells US LLP
This session explores the core principles of impact investing and key U.S. impact sectors including affordable housing, renewable energy, and healthcare. Participants will examine for-profit fund structures, nonprofit philanthropic models, and the use of limited partnerships and LLCs as primary legal vehicles for impact funds.
Robinson & Cole LLP
Hogan Lovells US LLP
1:12 pm - 1:24 pm EST
Robinson & Cole LLP
Hogan Lovells US LLP
Learn how impact principles are embedded into Limited Partnership Agreements through fund purpose statements, duties, covenants, and reporting requirements. This session covers governance structures, impact measurement frameworks, mission preservation provisions, and securities considerations for private placements.
Robinson & Cole LLP
Hogan Lovells US LLP
1:24 pm - 1:36 pm EST
Robinson & Cole LLP
Hogan Lovells US LLP
This session addresses the multiple risk categories parties must consider when negotiating fund terms, including tax, governance, structuring, and reputational risks. Special attention is given to nonprofit considerations such as cultural gaps, mission drift optics, and balancing compliance with donor expectations.
Robinson & Cole LLP
Hogan Lovells US LLP
1:36 pm - 1:48 pm EST
Robinson & Cole LLP
Hogan Lovells US LLP
Explore the piecemeal federal regulatory framework governing impact investments, including DOL rules on ESG factors and SEC scrutiny of fund naming practices. This session also covers state-level anti-ESG legislation, nonprofit law complexities, and tax structuring strategies to protect investor interests.
Robinson & Cole LLP
Hogan Lovells US LLP
1:48 pm - 2:00 pm EST
Robinson & Cole LLP
Hogan Lovells US LLP
Examine how blended finance structures combine capital with different return expectations to address market gaps. Learn how first loss guarantees from foundations, development banks, and government agencies serve as critical tools for unlocking commercial capital flows.
Robinson & Cole LLP
Hogan Lovells US LLP
2:00 pm - 2:10 pm EST
Robinson & Cole LLP
Hogan Lovells US LLP
A brief intermission allowing participants to refresh before continuing with the remaining program sessions. Use this time to reflect on concepts covered and prepare questions for upcoming topics.
Robinson & Cole LLP
Hogan Lovells US LLP
2:10 pm - 2:25 pm EST
Robinson & Cole LLP
Hogan Lovells US LLP
This session addresses the complexity of impact deal structures and the creativity required when working with lean budgets. Participants will learn about skill set requirements, recruitment challenges, and ongoing industry standardization efforts by organizations like LSTA and GIN.
Robinson & Cole LLP
Hogan Lovells US LLP
2:25 pm - 2:40 pm EST
Robinson & Cole LLP
Hogan Lovells US LLP
Understand how the Community Reinvestment Act drives bank participation in impact investing, particularly in affordable housing and community development. This session also explores how foundations deploy capital through PRIs and recoverable grants alongside active family offices.
Robinson & Cole LLP
Hogan Lovells US LLP
2:40 pm - 2:55 pm EST
Robinson & Cole LLP
Hogan Lovells US LLP
Explore how return expectations vary across investor types and the fundamental question of balancing financial returns with social benefit. This session examines different motivations driving pension funds, foundations, and banks, along with evolving measurement and verification standards.
Robinson & Cole LLP
Hogan Lovells US LLP
2:55 pm - 3:10 pm EST
Robinson & Cole LLP
Hogan Lovells US LLP
Learn how impact considerations are embedded into loan documents through use of proceeds restrictions, ESG-specific covenants, and interest rate adjustments tied to sustainability goals. This session covers security structures, guarantees, enforcement dilemmas, and emerging trends in impact loan documentation.
Robinson & Cole LLP
Hogan Lovells US LLP
SESSION I
Deposing trucking company personnel…
SESSION II
Defending the Company. Effective Deposition …
SESSION III
Defending the Company. Effective Deposition …
SESSION IV
Defending the Company. Effective Deposition …
2:00 – 3:00 PM EST
In trucking accident litigation, plaintiff attorneys must strategically depose key company personnel to uncover negligence, regulatory violations, and systemic misconduct.
This session provides practical deposition strategies to hold carriers accountable and maximize case value. From frontline drivers to senior executives, attendees will learn how to ask precise questions that expose operational lapses, reveal liability patterns, and strengthen plaintiff claims.
Participants will gain tools to challenge unsafe company cultures, evaluate inadequate training and hiring, and document compliance gaps that often lead to catastrophic incidents.
2:00 – 3:00 PM EST
In trucking accident litigation, plaintiff attorneys must strategically depose key company personnel to uncover negligence, regulatory violations, and systemic misconduct.
This session provides practical deposition strategies to hold carriers accountable and maximize case value. From frontline drivers to senior executives, attendees will learn how to ask precise questions that expose operational lapses, reveal liability patterns, and strengthen plaintiff claims.
Participants will gain tools to challenge unsafe company cultures, evaluate inadequate training and hiring, and document compliance gaps that often lead to catastrophic incidents.
2:00 – 3:00 PM EST
In trucking accident litigation, plaintiff attorneys must strategically depose key company personnel to uncover negligence, regulatory violations, and systemic misconduct.
This session provides practical deposition strategies to hold carriers accountable and maximize case value. From frontline drivers to senior executives, attendees will learn how to ask precise questions that expose operational lapses, reveal liability patterns, and strengthen plaintiff claims.
Participants will gain tools to challenge unsafe company cultures, evaluate inadequate training and hiring, and document compliance gaps that often lead to catastrophic incidents.
2:00 – 3:00 PM EST
In trucking accident litigation, plaintiff attorneys must strategically depose key company personnel to uncover negligence, regulatory violations, and systemic misconduct.
This session provides practical deposition strategies to hold carriers accountable and maximize case value. From frontline drivers to senior executives, attendees will learn how to ask precise questions that expose operational lapses, reveal liability patterns, and strengthen plaintiff claims.
Participants will gain tools to challenge unsafe company cultures, evaluate inadequate training and hiring, and document compliance gaps that often lead to catastrophic incidents.
Attorneys will learn how impact investment funds are structured using LPs and LLCs, essential formation documents, key fund terms, and compliance considerations.
Attorneys will gain practical knowledge for integrating impact objectives into equity and loan documentation while navigating federal and state regulatory frameworks.
Attorneys will learn how impact investment funds are structured using LPs and LLCs, essential formation documents, key fund terms, and compliance considerations.
Attorneys will gain practical knowledge for integrating impact objectives into equity and loan documentation while navigating federal and state regulatory frameworks.
Plans
| Access type | Individual Purchase | Basic | Premium Most Popular | Corporate CLE Plan |
|---|---|---|---|---|
| Price |
$95 – $245
Price varies based
on the course duration of 1 to 3+ hours |
$395/year
One-time purchase
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$495/year
One-time purchase
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Custom
based on firm size
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| Access type | Pay per class | Unlimited annual access | Unlimited annual access | Unlimited access for all firm members |
| Number of Available Webinars | 1 | 1,000+ | 1,000+ | 1,000+ |
| Number of New Webinars Added Yearly | Limited | 500+ | 500+ | 500+ |
| Earn "Live" CLE credit |
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Ability to Ask Questions During the Presentation via a Chat Box |
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| Attend "Live" Re-Broadcasts |
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| Exclusive Partner Webinars & Events |
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Special credits (Ethics, Elimination of Bias, etc.) |
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| Instant Certificates After Completion |
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| Personalized CLE Platform |
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| Bootcamps |
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| Access type |
Pay per class |
|---|---|
| Number of Available Webinars | 1 |
| Number of New Webinars Added Yearly | Limited |
| Earn "Live" CLE credit |
|
|
Ability to Ask Questions During the Presentation via a Chat Box |
|
| Attend "Live" Re-Broadcasts |
|
| Exclusive Partner Webinars & Events | |
|
Special credits (Ethics, Elimination of Bias, etc.) |
|
| Instant Certificates After Completion | |
| Personalized CLE Platform | |
| Live Conferences | |
| Bootcamps |
speakers
A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.
Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety. He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.
Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024). He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.
Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.
A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.
Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety. He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.
Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024). He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.
Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.
A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.
Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety. He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.
Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024). He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.
Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.
Robinson & Cole LLP
Kristin Niver is counsel focusing on real estate finance and affordable housing transactions. She is a nationally recognized affordable housing finance and tax credit attorney, formerly an urban planner, working at the intersection of clean energy and affordable housing.
Robinson & Cole LLP
Kristin Niver is counsel focusing on real estate finance and affordable housing transactions. She is a nationally recognized affordable housing finance and tax credit attorney, formerly an urban planner, working at the intersection of clean energy and affordable housing.
Hogan Lovells US LLP
Matthew Edward Schernecke advises direct lenders, mezzanine investment funds, and venture capital investors in debt and investment transactions. He counsels private equity clients and corporate borrowers on acquisition financings, restructurings, bankruptcy matters, ESG and impact investment financings, and real estate financings across diverse industries.
Being an attorney is hard enough without the bookkeeping/IOLTA nonsense. Ready to keep more of what you earn? Whether you’re launching a new law practice or been in your own practice for forty years, this program is your roadmap to slashing your tax bill and building real wealth. Want to write off that second home, or discover how to deduct your vacation? In this dynamic, eye-opening session, civil and criminal tax controversy attorney Eric Green will walk you through often-overlooked strategies to dramatically cut taxes, increase deductions, and protect your law practice from IRS audit adjustments. You’ll walk away armed with actionable insights you can put to work immediately and easily earn back 8-10X what you invested in this seminar!
The program will cover not just how to deduct these expenses but what documentation you need to maintain to make sure you are audit proof if Uncle Sam comes calling!
In this new expanded webinar, Eric and Leighanne will review other benefits like converting your practice to an S Corporation, retirement planning and discuss apps that can help tie all this together and make your record keeping a breeze!
Who Should Attend:
Don’t miss this opportunity to transform the way you think about taxes—and take home the tools you need to save thousands year after year.
Key topics to be discussed:
Date / Time: December 31, 2025
Closed-captioning available
2026-03-27 13:00:00
This program begins with the foundations of generative AI, introducing large language models and transformer architecture, then moves into practical applications for legal professionals. Participants will learn how to design and deploy custom GPTs in OpenAI and build agent-based automations in Microsoft Copilot, both of which enable legal teams to streamline repetitive work across transactional matters, litigation management, and broader legal operations. The program also highlights how to use OpenAI projects and Microsoft’s integrated tools to scale and organize AI-driven efficiencies across the legal function.
Key topics to be discussed:
Date / Time: December 19, 2025
Closed-captioning available
2025-10-30 14:00:00
Session I – Considerations: Revocable vs. Irrevocable – Georgia Bender
In this session, attorney Georgia Bender will present a brief analysis of the structures and considerations involved in revocable and irrevocable trusts and when each type of trust may be appropriate. Next, Ms. Bender will go into a broad discussion of revocable trusts and the advantages they bring in flexibility of administration, probate avoidance, and estate tax planning. She’ll then review who might be an ideal candidate for this type of trust.
Key topics to be discussed:
Session II – Irrevocable Trusts and Trust Administration – Joseph Donohue
In this session, Attorney Joseph Donohue will review four common types of irrevocable trusts and the contexts in which they are best used. Next, Mr. Donohue will offer some helpful drafting tips for trusts. Lastly, he will dive into topics surrounding trust administration from tax reporting to key phases, avoiding trust contests, and drafting documents to protect your fiduciary clients.
Key topics to be discussed:
Date / Time: December 11, 2025
Closed-captioning available
2026-03-30 14:00:00
FAQ
Yes — the Basic Unlimited Pass gives members access to all online live, replay, and on-demand CLEs, excluding only the live conferences. With the Premium Unlimited Pass, members receive access to over 11 multi-day live conferences as well.
Yes — myLawCLE is an officially accredited CLE provider and seeks CLE approval in all 50 states. Our live webinars, on-demand programs, and replays meet or exceed state bar requirements, ensuring your CLE credits are fully recognized wherever you practice.
Yes — after completing the CLE webinar, attendees select their state for CLE credit and fill out an online evaluation form. Once submitted, a CLE certificate is emailed to them and uploaded to their dashboard.
Yes — myLawCLE develops CLE programs meeting all required CLE types, including mental health, ethics, professionalism, technology, substance abuse, and elimination of bias.
myLawCLE maintains all CLE programs in its library for 12 months following the original broadcast date. Attendees can access any program that remains available in the system during this period.
Yes — all of myLawCLE’s programs are originally broadcast live, with a chat box available for attendees to submit questions during the webinar. Additionally, replays and on-demand versions offer email correspondence with the presenters for any follow-up questions.
Expand Your Legal Expertise
Requirements
The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.
Formats
