Mini MBA for Paralegals
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
6 Total |
| Delaware Certified Paralegal Program |
|
6 Total |
| Florida Registered Paralegal |
|
6 Total |
| Indiana Paralegal CLE |
|
6 Total |
| NALA |
|
6 Total |
| Montana CLE Credit for Paralegals |
|
6 Total |
| North Carolina Continuing Paralegal Education |
|
6 Total |
| New Mexico Paralegal Division, State Bar of |
|
6 Total |
| Ohio Certified Paralegals |
|
6 Total |
| NFPA |
|
6 Total |
| Texas State Bar of Paralegal Division |
|
6 Total |
| Washington Paralegal Association |
|
6 Total |
Tue, Feb 09, 00:00 AM – 00:00 PM
Tue, Feb 09, 00:00 AM – 00:00 PM
Register For Course
Live Webinar Registration
OnDemand Recording
Course Book Download
Overview
Business Fluent. Firm Ready.
Paralegals are expected to manage cap tables, catch chain-of-title errors, and sit in on due diligence calls, yet most were never taught the business fundamentals behind any of it.
This program gives paralegals the cross-functional business fluency to move beyond completing tasks and become indispensible members of the deal team.
Across six hours, you'll move beyond procedure and into the language of business itself: the entity structures, financial statements, deal mechanics, firm economics, IT risk, and ethical guardrails that attorneys assume paralegals already understand (and too often don't have time to teach). Learn to spot a chain-of-title gap before it becomes a closing-day emergency, read a client's balance sheet without waiting for the attorney to translate it, and flag a phishing attempt before it becomes a breach notification. Gain the business perspective to anticipate needs, ask better questions, and become an even more valuable member of the legal team. Register today!
What you'll gain:
- Corporate literacy: Understand entity types, formation documents, cap tables, and board authority well enough to catch errors before they reach the attorney's desk.
- Financial fluency: Read balance sheets, income statements, and cash flow statements, and speak the language of ratios, valuations, and SEC filings with confidence.
- Deal-ready skills: Navigate the anatomy of M&A transactions, run a due diligence review, and manage closing mechanics like a seasoned deal paralegal.
- Business acumen: Grasp how your firm actually makes money, so you can support AFAs, budgets, and legal project management with real context.
- Risk awareness: Recognize cybersecurity threats, data privacy obligations, and shadow IT risks before they become client-facing problems.
- Ethical grounding: Know exactly where paralegal support ends and unauthorized practice of law begins, especially when AI tools are in the mix.
Abbreviated Agenda
- Corporate Governance & Business Structures
- Financial Statement Literacy & Valuation Basics
- M&A, Due Diligence, & Deal Mechanics
- Law Firm Economics & Legal Project Management (LPM)
- IT Management, Cybersecurity & Data Governance
- Legal Ethics, AI Governance, & Professional Responsibility
Can't Attend Live?
Get the OnDemand Instead
Watch the recording of this event on your own schedule. We'll notify you when its ready.
Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
6 Total |
| Delaware Certified Paralegal Program |
|
6 Total |
| Florida Registered Paralegal |
|
6 Total |
| Indiana Paralegal CLE |
|
6 Total |
| NALA |
|
6 Total |
| Montana CLE Credit for Paralegals |
|
6 Total |
| North Carolina Continuing Paralegal Education |
|
6 Total |
| New Mexico Paralegal Division, State Bar of |
|
6 Total |
| Ohio Certified Paralegals |
|
6 Total |
| NFPA |
|
6 Total |
| Texas State Bar of Paralegal Division |
|
6 Total |
| Washington Paralegal Association |
|
6 Total |
Credit Details by Jurisdiction
Live Webinar Registration
Paralegal
Credits
California MCLE Paralegal Approved · 6 Total Credits
- 1 Ethics
Live - 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
Live - 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 Technology
- 1 Ethics
Live - Florida Registered Paralegal - 6: This course qualifies for 6.0 hours of continuing education for paralegals, including 1.0 hour of ethics and 1.0 hour of technology, 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
Live - Indiana Paralegal CLE - 6: This course qualifies for 6.0 hours of 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 Pending · 6 Total Credits
- 1 Ethics
Live - NALA - 6: This program has been submitted for credit with the NALA Certifying Board. Approval pending.
Montana CLE Credit for Paralegals Approved · 6 Total Credits
- 1 Ethics
Live - Montana CLE Credit for Paralegals - 6: This course has been approved for 6.0 hours of paralegal 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 Pending · 6 Total Credits
- 1 Professional Responsibility
Live - North Carolina Continuing Paralegal Education - 6: This course has been submitted to the North Carolina State Bar Board of Paralegal Certification. Approval Pending. This course is not sponsored by the Board of Paralegal Certification.
New Mexico Paralegal Division, State Bar of Approved · 6 Total Credits
- 1 Ethics
Live - New Mexico Paralegal Division, State Bar of - 6: Approved by the Paralegal Division of the State Bar of New Mexico for 5.0 general and 1.0 ethics (for a total of 6.0 hours CLE).
Ohio Certified Paralegals Approved · 6 Total Credits
- 1 Ethics
Live - Ohio Certified Paralegals - 6: This course qualifies for 6.0 hours of 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
Live - NFPA - 6: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 6.0 hours of Continuing Legal Education, including 1.0 hour of ethics.
Texas State Bar of Paralegal Division Approved · 6 Total Credits
Live - Texas State Bar of Paralegal Division - 6: This course qualifies for 6.0 CLE credit hours, including 0.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas.
Washington Paralegal Association Approved · 6 Total Credits
Live - Washington Paralegal Association - 6: Approved for 6.0 CLE credits by the Washington State Paralegal Association (WSPA).
OnDemand Video
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 Technology
- 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 and 1.0 hour of self-study technology 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 and 1.0 hour of self-study technology 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 Pending · 6 Total Credits
- 1 Ethics
OnDemand - NALA - 6: This program has been submitted for credit with the NALA Certifying Board. Approval pending.
Video Download - NALA - 6: This program has been submitted for credit with the NALA Certifying Board. Approval pending.
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 Pending · 6 Total Credits
- 1 Professional Responsibility
OnDemand - North Carolina Continuing Paralegal Education - 6: This course has been submitted to the North Carolina State Bar Board of Paralegal Certification. Approval Pending. 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
Earn Until
OnDemand - Texas State Bar of Paralegal Division - 6: This course qualifies for 6.0 self-study CLE credit hours, including 0.0 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 0.0 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
-
Corporate Governance & Business Structures
- LLCs, Corporations, and Partnerships: Structural Differences, Pass-Through vs. C-Corp Tax Mechanics, and Operational Rules
- Entity Formation & Life Cycle Maintenance: Articles of Incorporation, Operating Agreements, Bylaws, Minute Books, and Annual Compliance Filings
- Corporate Records & Ownership: Capitalization Tables (Cap Tables), Stock Ledgers, and Flagging Chain-of-Title Gaps for Attorney Review
- Corporate Actions & Authority: Board Resolutions, Officer Authorities, Voting Rights, and Proper Execution Protocols
-
Financial Statement Literacy & Valuation Basics
- Reading Core Financial Statements: Analyzing Balance Sheets, Income Statements (P&L), and Statements of Cash Flows
- Financial Metrics & Ratios: Working Capital, Debt-to-Equity, Current Ratio, and Profit Margins in Corporate Environments
- Business Valuation & Damages Basics: Discounted Cash Flow (DCF), Market Multiples, Lost Profits, and Working with Forensic Accounting Experts
- SEC Filings & Public Data: Extracting Key Insights from 10-K/10-Q SEC Reports and Financial Disclosure Schedules
-
M&A, Due Diligence, & Deal Mechanics
- Anatomy of a Corporate Deal: Asset Purchases vs. Stock Purchases vs. Mergers
- Due Diligence: Structuring and Auditing Virtual Data Rooms (VDRs); Building Key-Contract Review Logs
- Commercial Terms & Risk Allocation: Representations & Warranties, Indemnification Provisions, MAE Clauses, and Earn-Outs
- Closing Mechanics: Managing Closing Checklists, Signature Pages, Escrow Funds, and Post-Closing Integration
-
Law Firm Economics & Legal Project Management (LPM)
- How Law Firms Make Money: Realization Rates, Billable vs. Non-Billable Hours, Leverage Models, and Law Firm Profitability Metrics
- Alternative Fee Arrangements (AFAs): Fixed Fees, Capped Fees, Success Fees, and Phase-Based Budgeting
- Legal Project Management Principles: Scope Management, Task Breakdown Structures (WBS), Timelines, and Risk Mitigation
- Cost Containment & Vendor Management: E-Discovery Budgeting, Third-Party Vendor Sourcing, and Cost Control
-
IT Management, Cybersecurity & Data Governance
- Law Firm IT Infrastructure & Cloud Operations: Secure Document Management Systems (DMS), Cloud Migration Risks, and Access Controls
- Cybersecurity Threat Landscape: Phishing, Business Email Compromise (BEC), Ransomware Vectors, and Incident Response Planning
- Data Privacy Compliance: Navigating CCPA/CPRA, GDPR, and HIPAA within Client Files and Corporate Discovery
- Data Retention & Destruction Policies: Information Governance, Litigation Holds, Secure Data Wiping, and Regulatory Compliance Schedules
-
Legal Ethics, AI Governance, & Professional Responsibility
- UPL vs. Technical & Commercial Support: Maintaining Ethical Boundaries During Financial Reviews, Deal Closings, and IT Management
- Ethical Duties in Technology & AI: ABA Model Rule 1.1 (Tech Competence) and ABA Model Rule 1.6 (Confidentiality) When Utilizing Generative AI
- Shadow IT & Tool Vetting: Mitigating Security Risks Associated with Unapproved Third-Party Software and AI Browser Extensions
- Trust Accounting & Conflicts: Managing Escrow/Trust Accounts, Automated Conflict Checks, and Ethical Billing Practices
Who Should Attend
This basic level course is designed to give attendees practical business management knowledge and skills. Those who should attend include:
- Paralegals
- Legal Technicians
- Legal Assistants
- Legal Support Staff
Speakers
Speaker bio
Nicholas Amann
CPA, is a tax manager specializing in multi-generational, owner-managed businesses and high net worth individuals with Baker Newman Noyes. He joined the firm in 2023, having previously served as a tax supervisor at a large national CPA firm. Mr. Amann earned his bachelor's degree in accounting from the University of North Carolina at Charlotte and his master's degree in accounting from the University of New Hampshire.
Speaker bio
Eduardo V. 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.
Speaker bio
Louis J. Licata
is a managing partner with Gertsburg Licata Co., LPA. He is responsible for the management of the firm's legal operations and oversight of its various practice areas, including the Global Business Group. Mr. Licata focuses his practice on serving as the Chief Legal Advisor to CEOs and business owners throughout the world. He has provided analysis and experience with complex issues, including Global Strategy, New Market Entry, Strategic Vision, Governance, Risk Management, Crises Management, and day-to-day problem-solving. Prior to establishing Gertsburg Licata, Mr. Licata was the founder, owner and CEO Licata Law Group. In the legal community, he has received an "A" peer-review rating, the highest acknowledgment possible in his profession from Martindale Hubbell. Mr. Licata was also the first attorney in the state of Ohio certified as a dual specialist after meeting the extensive requirements and high standards of the Ohio State Bar Association's Specialty Board and The Supreme Court of Ohio Commission on Certification of Attorney's as Specialists. This is consistent with Ohio Lawyer Magazine's recognition of him as a Super Lawyer and Crain's Cleveland Business naming him "Who's Who in Technology" and as a 2022 "Notable in the Law". He has been a leader in the profession, starting one of the first internet law practices in the United States and implementing innovative firm management measures, including a paperless office initiative in 1998. Mr. Licata was formerly an associate professor of law at Cleveland Marshall College of Law. In December 2006, Ohio Magazine named him one of Ohio's Memorable Educators. Mr. Licata has written and presented on numerous legal topics and recently submitted a Chapter titled Legal Considerations for Entering Asia Markets to be published in an eBook by ExecSense Inc. He is a graduate of the University of Virginia School of Law; a professional fellow of the Weatherhead School of Management at Case Western Reserve University; and Cleveland State University.
Speaker bio
Joshua D. Jewkes
is an attorney with Gordon Law Group. He focuses his practice on business and real estate transactions and dispute resolution. Mr. Jewkes acts as general counsel to several local businesses and enjoys solving complex legal problems for his clients. He is admitted to practice in Utah, Georgia and Illinois and numerous federal courts. He is the current vice-chair of the Wasatch Community Foundation and the former president of the Wasatch County Bar Association. Mr. Jewkes earned his B.A. degree from Brigham Young University and his J.D. degree from J. Rueben Clark Law School at B.Y.U.
Speaker bio
Edward Eichmann, III
practices in both the Business and Estate Planning and Litigation groups of the Law Office of Patrick Sullivan, P.C. He earned his B.A. degree in history from The Ohio State University and his J.D. degree from Widener Commonwealth Law School in Harrisburg, Pennsylvania. Prior to going to law school, Mr. Eichmann served for four years on Active Duty in the United States Army and left with the rank of Sergeant.
Top FAQs
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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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.
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.
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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