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Technology Contracting Training Course Part 1: Drafting, Reviewing, and Understanding Different Types of Agreements, Order Forms, Statements of Work, and More

2025-05-01 13:00:00

2025-05-01 13:00:00

2 Credits

Master essential technology contract skills: understanding deal context, technical terminology, and critical provisions including trials, warranties, and SLAs.

2025-05-01 13:00:00

Master essential technology contract skills: understanding deal context, technical terminology, and critical provisions including trials, warranties, and SLAs.

2025-05-01 13:00:00

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Live stream programs

24/7

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70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

Key topics that will be covered

What will you learn

Attorneys will learn essential skills for technology contract drafting, including understanding technical terminology, building contract databases, and reviewing critical provisions like warranties and service levels.

What will you gain

Attorneys will gain practical insights for negotiating technology agreements, including strategies for trial provisions, acceptance testing, support obligations, and identifying hidden costs.

Technical Terminology
Understand source code, object code, encryption, APIs, and SDKs.
Contract Database
Build an organized knowledge base for storing contract language and clauses.
Due Diligence
Conduct pre-contract and post-execution diligence on vendors.
Big Four Provisions
Master trial, acceptance, warranties, and support provisions as complementary protections.
Service Levels
Negotiate cloud SLAs addressing availability, response time, and disaster recovery.
Hidden Costs
Identify data usage rights, marketing commitments, and embedded fees.

What will you learn

Attorneys will learn essential skills for technology contract drafting, including understanding technical terminology, building contract databases, and reviewing critical provisions like warranties and service levels.

What will you gain

Attorneys will gain practical insights for negotiating technology agreements, including strategies for trial provisions, acceptance testing, support obligations, and identifying hidden costs.

Agenda

Session 1

Essential Skills for Technology Contract Drafting Success

Session 2

Critical Pre-Review Information and Deal Assessment

Session 3

Overview of Technology Agreement Types and Applications

Session 4

Preliminary Contract Review and Industry Trend Analysis

Session 5

Break

Session 6

Transaction Documents: Order Forms and SOW Essentials

Session 7

Big Four: Trial, Acceptance, Warranties, and Support

Session 8

Software License Provisions and Use Rights

Session 9

Audit Rights: Compliance Verification and Protection

clock 1:00 pm - 1:10 pm EST

Essential Skills for Technology Contract Drafting Success

Michael R. Overly

Foley & Lardner LLP

Steven M. Millendorf

Foley & Lardner LLP

Learn the foundational approach of understanding transactions before making contract revisions. Discover how to build an effective contract database and master essential technical terminology including source code, encryption, and APIs.

Michael R. Overly

Foley & Lardner LLP

Steven M. Millendorf

Foley & Lardner LLP

clock 1:10 pm - 1:20 pm EST

Critical Pre-Review Information and Deal Assessment

Michael R. Overly

Foley & Lardner LLP

Steven M. Millendorf

Foley & Lardner LLP

Explore the essential information attorneys must gather before beginning any contract review, from deal value to data sensitivity. Learn how to set realistic expectations and identify hidden costs including non-monetary obligations and data usage provisions.

Michael R. Overly

Foley & Lardner LLP

Steven M. Millendorf

Foley & Lardner LLP

clock 1:20 pm - 1:30 pm EST

Overview of Technology Agreement Types and Applications

Michael R. Overly

Foley & Lardner LLP

Steven M. Millendorf

Foley & Lardner LLP

Survey the broad spectrum of technology agreements from professional services to cloud arrangements. Understand how concepts apply across software licenses, development agreements, outsourcing contracts, and data processing agreements.

Michael R. Overly

Foley & Lardner LLP

Steven M. Millendorf

Foley & Lardner LLP

clock 1:30 pm - 2:00 pm EST

Preliminary Contract Review and Industry Trend Analysis

Michael R. Overly

Foley & Lardner LLP

Steven M. Millendorf

Foley & Lardner LLP

Examine critical industry trends affecting contract review including incorporation by reference and diminishing vendor accountability. Learn strategies for addressing virtual cloud providers, AI considerations, and conducting effective pre-contract and post-execution due diligence.

Michael R. Overly

Foley & Lardner LLP

Steven M. Millendorf

Foley & Lardner LLP

clock 2:00 pm - 2:10 pm EST

Break

Michael R. Overly

Foley & Lardner LLP

Steven M. Millendorf

Foley & Lardner LLP

A short intermission allowing participants to refresh before continuing with the remaining contract drafting topics. Use this time to review notes and prepare questions for the upcoming sessions.

Michael R. Overly

Foley & Lardner LLP

Steven M. Millendorf

Foley & Lardner LLP

clock 2:10 pm - 2:20 pm EST

Transaction Documents: Order Forms and SOW Essentials

Michael R. Overly

Foley & Lardner LLP

Steven M. Millendorf

Foley & Lardner LLP

Understand how transaction documents operationalize master agreements by specifying products, pricing, and timelines. Learn to review these documents carefully to ensure they reflect negotiated terms without introducing conflicting provisions.

Michael R. Overly

Foley & Lardner LLP

Steven M. Millendorf

Foley & Lardner LLP

clock 2:20 pm - 2:50 pm EST

Big Four: Trial, Acceptance, Warranties, and Support

Michael R. Overly

Foley & Lardner LLP

Steven M. Millendorf

Foley & Lardner LLP

Master the timeline of protections from trial periods through ongoing support obligations, plus service levels for cloud services. Understand each provision’s distinct purpose, appropriate use cases, and available remedies when issues arise.

Michael R. Overly

Foley & Lardner LLP

Steven M. Millendorf

Foley & Lardner LLP

clock 2:50 pm - 3:00 pm EST

Software License Provisions and Use Rights

Michael R. Overly

Foley & Lardner LLP

Steven M. Millendorf

Foley & Lardner LLP

Examine license provisions that define permitted use scope for software and intellectual property. Cover key considerations including modification restrictions, sublicensing limitations, and geographic and user constraints.

Michael R. Overly

Foley & Lardner LLP

Steven M. Millendorf

Foley & Lardner LLP

clock 3:00 pm - 3:10 pm EST

Audit Rights: Compliance Verification and Protection

Michael R. Overly

Foley & Lardner LLP

Steven M. Millendorf

Foley & Lardner LLP

Explore audit provisions from both customer and vendor perspectives for verifying contract compliance. Learn how audits address security practices, data handling, license compliance, and payment accuracy.

Michael R. Overly

Foley & Lardner LLP

Steven M. Millendorf

Foley & Lardner LLP

01 09
Prev
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speakers

Joe Ervin

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

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.

Recognition & Leadership

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.

Professional Involvement

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.

Experience

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.

Kevin Foley

Reminger Co
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

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.

Recognition & Leadership

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.

Professional Involvement

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.

Experience

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.

Grant H. Lawson

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

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.

Recognition & Leadership

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.

Professional Involvement

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.

Experience

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.

Michael R. Overly

Foley & Lardner LLP

Steven M. Millendorf

Foley & Lardner LLP

Michael R. Overly

Foley & Lardner LLP

Michael Overly is a partner in Foley & Lardner’s Information Technology & Outsourcing Group and Privacy, Security and Information Management Groups, specializing in negotiating and drafting technology transactions and legal issues surrounding technology in the workplace, e-mail, and electronic evidence.

Education & Credentials

Certified Information System Auditor (CISA), Certified Information Systems Security Professional (CISSP), Information Systems Security Management Professional (ISSMP), Certified in Risk and Information Systems Controls (CRISC), Certified Outsourcing Professional (COP), Certified Information Privacy Professional (CIPP)

Recognition & Leadership

Has written numerous articles and books on technology law subjects; frequent commentator in national press including the New York Times, Chicago Tribune, Los Angeles Times, Wall Street Journal, ABCNEWS.com, CNN, and MSNBC; has testified before the U.S. Congress regarding online issues.

Experience

Partner at Foley & Lardner LLP in the Information Technology & Outsourcing Group and Privacy, Security and Information Management Groups; one of the few practicing lawyers to hold multiple rigorous technology and security certifications; extensive experience writing and speaking on technology transactions and legal issues.

Michael R. Overly

Foley & Lardner LLP

Michael Overly is a partner in Foley & Lardner’s Information Technology & Outsourcing Group and Privacy, Security and Information Management Groups, specializing in negotiating and drafting technology transactions and legal issues surrounding technology in the workplace, e-mail, and electronic evidence.

Education & Credentials

Certified Information System Auditor (CISA), Certified Information Systems Security Professional (CISSP), Information Systems Security Management Professional (ISSMP), Certified in Risk and Information Systems Controls (CRISC), Certified Outsourcing Professional (COP), Certified Information Privacy Professional (CIPP)

Recognition & Leadership

Has written numerous articles and books on technology law subjects; frequent commentator in national press including the New York Times, Chicago Tribune, Los Angeles Times, Wall Street Journal, ABCNEWS.com, CNN, and MSNBC; has testified before the U.S. Congress regarding online issues.

Experience

Partner at Foley & Lardner LLP in the Information Technology & Outsourcing Group and Privacy, Security and Information Management Groups; one of the few practicing lawyers to hold multiple rigorous technology and security certifications; extensive experience writing and speaking on technology transactions and legal issues.

Steven M. Millendorf

Foley & Lardner LLP

Steve Millendorf is a seasoned privacy and cybersecurity attorney with over two decades of experience as an engineer. His practice focuses on counseling clients on privacy, cybersecurity, and intellectual property matters, with expertise in data mapping, data incident management, breach response, and developing privacy and cybersecurity policies and procedures.

Education & Credentials

Fellow of Information Privacy (IAPP), Certified Information Privacy Professional in United States and European privacy laws (CIPP/US and CIPP/E), Certified Information Privacy Manager (CIPM). Over two decades of engineering experience.

Recognition & Leadership

Recognized by the International Association of Privacy Professionals (IAPP) as a Fellow of Information Privacy. Recognized as a Subject Matter Expert (SME) by Qualcomm's Government Technologies Division. Inventor on over 10 U.S. and international patents in cryptography and security.

Professional Involvement

Collaborates with R&D, IT, risk, forensics, dark web, communications professionals, senior management, c-suite, and board members. Experience with compliance programs for GDPR, UK-GDPR, CCPA, CPRA, Virginia CDPA, Colorado CPA, PIPEDA, CASL, CAN-SPAM, COPPA, TCPA, and New York Cybersecurity Regulation.

Experience

Partner at Foley & Lardner LLP in Technology Transactions, Cybersecurity, and Privacy Practice. Over two decades of engineering experience. Previously senior staff hardware security engineer at Qualcomm leading security features design for smartphones, tablets, and computing devices. Held U.S. security clearance supporting government partners. Earlier career as ASIC design engineer at HIFN, General Instruments (ARRIS), iOmega, and NCR/AT&T in network security processors, broadband modems, and storage technologies.

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Exclusive Partner Webinars & Events
Special credits (Ethics, Elimination
of Bias, etc.)
Instant Certificates After Completion
Personalized CLE Platform
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Why Attend

Why this 
program matters

Technology contract drafting expertise is essential because attorneys must protect clients from substantial financial losses, manage complex vendor relationships, and navigate rapidly evolving compliance requirements.
9.2%
Of annual revenue is lost on average due to poor contract management, with larger organizations experiencing losses up to 15%. (World Commerce & Contracting)
64%
Of companies audited by software vendors were charged additional fees for non-compliance with license agreements. (LicenseFortress)
$870B
Is spent globally by businesses on contract dispute resolution per year. (ContractSafe)
70%
Of contract friction points arise before agreements are even signed, highlighting the critical importance of proper drafting. (ContractSafe)

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