Business & Corporate

The Corporate Paralegal From A to Z

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
NALA Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
Washington Paralegal Association Approved 6 Total
OnDemand
5 hours 58 minutes
James Adray
Eduardo Martinez
Kevin Madden
Douglas Lineberry
With James S. Adray from Adray & Ward + 3 others
Recorded April 22, 2026.
Product ID 101698

Buy This Course

Course Includes
$319

OnDemand Video

Course Book Download

OnDemand content will be available within 7 days of event date.

Overview

Gain Practical Tips You Can Start Using Right Away

Whether you are new to the corporate arena or are looking for a practical refresher, this course is for you. Experienced faculty will provide you with the necessary tools attorneys are seeking to help assist them in all stages of corporate transactions. From preparing documents, researching patents, and managing corporate minute books to assisting with closings of corporate transactions and ensuring compliance, this course has it all (and then some). Register today!

  • Avoid mistakes when drafting corporate formation documents.
  • Keep accurate records of directors' and stockholders' meetings, obtain consents, and maintain registers.
  • Better organize and manage real property-related records.
  • Gain tips for drafting key provisions in shareholder agreements.
  • Learn how to obtain accurate disclosures in transaction documents.
  • Discover practical tips for organizing, conducting, and documenting a thorough and efficient due diligence investigation.
  • Learn cutting-edge research strategies and new internet resources for conducting patent searches.
  • Identify precarious situations that may expose you to UPL - and how to avoid them.

Abbreviated Agenda

  1. Ethics
  2. Drafting Organizational Documents
  3. Maintaining Corporate Records
  4. Due Diligence in Corporate Transactions
  5. Trademarks and Patent Refresher

Related Topics

Product ID 101698

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
NALA Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
Washington Paralegal Association Approved 6 Total

Credit Details by Jurisdiction

Paralegal Credits
California MCLE Paralegal Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - California MCLE Paralegal - 6: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).

Video Download - California MCLE Paralegal - 6: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).

Delaware Certified Paralegal Program Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Delaware Certified Paralegal Program - 6: This course qualifies for 6.0 DCP CLE credit hours, including 1.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.

Video Download - Delaware Certified Paralegal Program - 6: This course qualifies for 6.0 DCP CLE credit hours, including 1.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.

Florida Registered Paralegal Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Florida Registered Paralegal - 6: This course qualifies for 6.0 hours of self-study continuing education for paralegals, including 1.0 hour of self-study ethics credit, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NALA and NFPA.

Video Download - Florida Registered Paralegal - 6: This course qualifies for 6.0 hours of self-study continuing education for paralegals, including 1.0 hour of self-study ethics credit, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NALA and NFPA.

Indiana Paralegal CLE Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Indiana Paralegal CLE - 6: This course qualifies for 6.0 hours of distancing learning continuing education, including 1.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).

Video Download - Indiana Paralegal CLE - 6: This course qualifies for 6.0 hours of distancing learning continuing education, including 1.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).

NALA Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - NALA - 6: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 6.0 hours, including 2.5 non-substantive and 1.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.

Video Download - NALA - 6: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 6.0 hours, including 2.5 non-substantive and 1.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.

Montana CLE Credit for Paralegals Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Montana CLE Credit for Paralegals - 6: This course has been approved for 6.0 hours of self-study CLE credit, including 1.0 hour of ethics, by NALA The Paralegal Association Certifying Board. The Montana Association of Legal Assistants (MALA) and the Paralegal Section of the State Bar of Montana will honor this credit approval.

Video Download - Montana CLE Credit for Paralegals - 6: This course has been approved for 6.0 hours of self-study CLE credit, including 1.0 hour of ethics, by NALA The Paralegal Association Certifying Board. The Montana Association of Legal Assistants (MALA) and the Paralegal Section of the State Bar of Montana will honor this credit approval.

North Carolina Continuing Paralegal Education Approved · 6 Total Credits
  • 1 Professional Responsibility

Earn Until

OnDemand - North Carolina Continuing Paralegal Education - 6: This program has been approved by the North Carolina State Bar Board of Paralegal Certification for computer-based continuing paralegal education credit in the amount of 6.0 hours, of which 1.0 hour will also apply in the area of professional responsibility. This course is not sponsored by the Board of Paralegal Certification.

New Mexico Paralegal Division, State Bar of Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - New Mexico Paralegal Division, State Bar of - 6: Approved by the Paralegal Division of the State Bar of New Mexico for 5.0 general self-study credit and 1.0 ethics self-study credit (for a total of 6.0 hours CLE).

Video Download - New Mexico Paralegal Division, State Bar of - 6: Approved by the Paralegal Division of the State Bar of New Mexico for 5.0 general self-study credit and 1.0 ethics self-study credit (for a total of 6.0 hours CLE).

Ohio Certified Paralegals Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Ohio Certified Paralegals - 6: This course qualifies for 6.0 hours of self-study continuing education for paralegals, including 1.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.

Video Download - Ohio Certified Paralegals - 6: This course qualifies for 6.0 hours of self-study continuing education for paralegals, including 1.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.

NFPA Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - NFPA - 6: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 6.0 hours of Continuing Legal Education self-study credit, including 1.0 hour of ethics.

Video Download - NFPA - 6: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 6.0 hours of Continuing Legal Education self-study credit, including 1.0 hour of ethics.

Texas State Bar of Paralegal Division Approved · 6 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Texas State Bar of Paralegal Division - 6: This course qualifies for 6.0 self-study CLE credit hours, including 1.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas.

Video Download - Texas State Bar of Paralegal Division - 6: This course qualifies for 6.0 self-study CLE credit hours, including 1.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas.

Washington Paralegal Association Approved · 6 Total Credits

Earn Until

OnDemand - Washington Paralegal Association - 6: Approved for 6.0 CLE self-study credits by the Washington State Paralegal Association (WSPA).

Video Download - Washington Paralegal Association - 6: Approved for 6.0 CLE self-study credits by the Washington State Paralegal Association (WSPA).
Select Jurisdiction
Paralegal

Agenda

All times are shown in

  1. Ethics

    1. The Company, the Board, the CEO - Who Is the Client?
    2. Avoiding Situations That May Expose You to UPL
    3. Requirements for Attorney Supervision
    4. Distinguishing Between Privileged and Non-Privileged Communications

  2. Drafting Organizational Documents

    1. Key Terms and Provisions - Review of Sample Charters and Bylaws
    2. Establishing Effective Guidelines for Corporate Governance
    3. Avoiding Common and Costly Mistakes

  3. Maintaining Corporate Records

    1. Bylaws: How to Administer and Monitor Changes
    2. Effective Ways to Prepare Corporate Minutes
    3. Keeping Accurate Records of Directors' and Stockholders' Meetings
    4. Recording Elections of Officers and Directors
    5. Obtaining Board and Stockholder Consents
    6. Drafting Shareholder Agreements
    7. Maintaining Stock Ledgers and Shareholder Registers
    8. Maintaining Real Property Records
    9. Assisting With the Sale, Transfer, and Redemption of Stock

  4. Due Diligence in Corporate Transactions

    1. Process Overview and Paralegal's Role
    2. Organizing and Defining the Due Diligence Investigation
    3. Assisting in Different Areas of Investigation
    4. Tips for Conducting a Thorough and Efficient Due Diligence Investigation
    5. Documenting Your Findings

  5. Trademarks and Patent Refresher

    1. Research Standards in Filing Trademark and Corporate Names
    2. Setting Up Procedures and Schedules of Research
    3. Trademark Process
    4. Trade/Service Mark Licensing Issues
    5. Conducting Patent Searches: Research Strategies and Internet Resources
    6. Assignment and Transfer of Intellectual Property

Who Should Attend

This intermediate level course is designed to give attendees the knowledge they need to effectively handle corporate paralegal responsibilities. Those who should attend include:

  • Paralegals
  • Legal Technicians
  • Legal Assistants
  • Legal Support Staff

Speakers

James S Adray
James S.
Adray
Adray & Ward
Eduardo V Martinez
Eduardo V.
Martinez
Eduardo Martinez, Attorney at Law
Kevin M Madden
Kevin M.
Madden
Law Offices of Kevin Michael Madden, P.L.L.C.
Douglas L Lineberry
Douglas L.
Lineberry
Maynard Nexsen
Speaker bio
James S Adray

James S. Adray

Adray & Ward
James Adray

is a partner in the Toledo law firm of Adray & Ward, where he practices in the areas of business law, probate, estate planning, divorce, and medical malpractice. He also deals with estate tax issues. Mr. Adray is a mediator/arbitrator with the American Arbitration Association and is a mediator trainer throughout Ohio. He has taught at the University of Toledo Law School and College of Education. Mr. Adray is a member of the State Bar of Michigan (Alternate Dispute Resolution, and Probate and Trust Law committees), and the Ohio State (Family Law and Alternative Dispute Resolution committees) and Toledo bar associations. He earned both his B.A. degree and his J.D. degree from the University of Toledo.

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Speaker bio
Eduardo V Martinez

Eduardo V. Martinez

Eduardo Martinez, Attorney at Law
Eduardo Martinez

is in self-practice with a primary focus in mediation, as well as contractual and business law, which he also teaches. He retired as a Captain from the U.S. Navy after 30 years and still consults on matters of national security. Dr. Martinez is currently on staff at Angelo State University, where he teaches Intelligence and Security Studies. He is also on the Editorial Board of the Journal of Homeland and National Security Perspectives. Dr. Martinez has written articles involving transportation security and maritime cyberterrorism. He is a former special assistant attorney general for the state of Mississippi, and admitted to all Mississippi state and federal courts, Fifth Circuit Court of Appeals, U.S. Court of Military Appeals, U.S. Court of International Trade, and U.S. Supreme Court. Dr. Martinez earned his B.A. degree in government from the University of Texas, his M.A. degree in legal studies from Antioch University, his M.S.S. degree from the U.S. Army War College and his J.D. degree from the Mississippi College School of Law.

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Speaker bio
Kevin M Madden

Kevin M. Madden

Law Offices of Kevin Michael Madden, P.L.L.C.
Kevin Madden

is the founding member of the Law Offices of Kevin Michael Madden, P.L.L.C., where he practices in the areas of civil trial practice, commercial litigation, business litigation, construction law and employment law. He is admitted to practice in Texas and before the U.S. District Court, Southern and Eastern districts of Texas. Mr. Madden was the articles editor for the Houston Journal of International Law. He was the judicial intern to the Honorable David Hittner, U.S. District Court for the Southern District of Texas; and a law clerk to the Honorable Joseph James "Tad" Halbach, Jr., 333rd District Court, Harris County, Texas. Mr. Madden is a member of the Houston Bar Association, State Bar of Texas, Texas Young Lawyers Association, Texas Trial Lawyers Association, Association of Trial Lawyers of America and Trial Lawyers for Public Justice. He earned his B.A. degree from the University of Colorado at Boulder, his B.S. degree from the University of Houston and his J.D. degree from the University of Houston Law Center.

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Speaker bio
Douglas L Lineberry

Douglas L. Lineberry

Maynard Nexsen
Douglas Lineberry

is a Shareholder with Maynard Nexsen. Whether he is assisting clients with the protection of intellectual property through patent, trademark, and copyright prosecution, or intellectual property litigation, he focuses on building relationships founded on trust and constant communication. Mr. Lineberry successfully prosecutes patent applications for mechanical, medical, and chemical technologies. He helps clients with establishing and protecting trademark portfolios, guarding against improper third-party use, and conducting enforcement actions. Mr. Lineberry advises his clients on all matters involving intellectual property, trade secrets, branding and marketing issues, and contractual and other business matters. He also works with mid-level companies within the biotech industry. This gives Mr. Lineberry the opportunity to use his broad connections to help bring their inventions to market safely while protecting their intellectual property every step of the way. He is a member of the South Carolina Bar, American Bar Association, Greenville Bar Association, Trademark & Copyright Law Association and The Carolina Patent Trademark Copyright Law Association. Mr. Lineberry earned his B.A. degree from Emory & Henry College and his J.D. degree from Mercer University School of Law.

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Top FAQs

What is included with my course purchase?

When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time.

With each course, you will receive access to the content via OnDemand Streaming and the Video Download.

Course reference materials are included with each course purchase in a downloadable PDF format.
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Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-793-5274.
Do you have options for attendees who are deaf or hard of hearing?

Closed captioning is available for all online live courses. Attendees may enable the closed captioning functionality within the event room once they have accessed the event by simply clicking the "cc" button in the lower right of the event room.
Are multiple attendee discounts available?

Yes, the more people you bring from your organization, the more you save. Please call out Customer Service Department to inquire about savings for your team at 800-793-5274.
When will the OnDemand be available and how long will I have access to the content?

The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account.

If you're a subscriber, you'll have access to your course recordings until 7 days after the expiration date of the subscription.

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