Business & Corporate

4.7

Paralegals' Guide to Board Meetings and Minutes

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1 Total
Indiana Paralegal CLE Approved 1 Total
Montana CLE Credit for Paralegals Approved 1 Total
New Mexico Paralegal Division, State Bar of Approved 1 Total
OnDemand
59 minutes
With Lindsey A. Wrubel from Eques Law Group
Recorded June 18, 2024.
Product ID 98778

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Course Includes
$119

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Overview

Master the Intricacies of Boardroom Protocol

Go beyond note-taking and delve into the legal and logistical backbone of successful board governance! This workshop equips paralegals with the knowledge and skills to confidently support every stage of the board meeting process, from crafting agendas to ensuring compliance and safeguarding sensitive information. Register today!

  • Learn to curate agendas, presentations, and resolutions that guide productive discussions and drive strategic decisions.
  • Take meticulous minutes, ensuring legal defensibility and clear communication of board actions.
  • Understand meeting notices, waivers, and quorum requirements to prevent legal pitfalls and ensure proper board composition.
  • Distinguish special rules and provide tailored support for executive sessions, open meetings, and special meetings.

Abbreviated Agenda

  1. Rules and Practices for Executive Sessions vs Open Meetings vs. Special Meetings
  2. Preparing Materials for Board and Committee Meetings (Agendas, Presentations, Resolutions, etc.)
  3. Taking Minutes, Recordkeeping, Ensuring Legal Compliance of the Proceedings
  4. Notice of Meetings, Waivers of Notice

Related Topics

Product ID 98778

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1 Total
Indiana Paralegal CLE Approved 1 Total
Montana CLE Credit for Paralegals Approved 1 Total
New Mexico Paralegal Division, State Bar of Approved 1 Total
Select Jurisdiction
Paralegal

Agenda

All times are shown in

  1. Paralegals' Guide to Board Meetings and Minutes

    1. Rules and Practices for Executive Sessions vs Open Meetings vs. Special Meetings
    2. Preparing Materials for Board and Committee Meetings (Agendas, Presentations, Resolutions, etc.)
    3. Taking Minutes, Recordkeeping, Ensuring Legal Compliance of the Proceedings
    4. Notice of Meetings, Waivers of Notice

Who Should Attend

This intermediate level course will allow attendees to effectively support corporate governance matters. Those who should attend include:

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

Speakers

LW
Lindsey A.
Wrubel
Eques Law Group
Speaker bio
LW

Lindsey A. Wrubel

Eques Law Group
Lindsey Wrubel

is an attorney and collections administrator for the firm of Eques, Inc., in Cleveland. She primarily manages the collection and foreclosure files for the firm's community association clients and has been administering the firm's collection practice since 2006. Ms. Wrubel earned her undergraduate degree, magna cum laude, from Heidelberg College (now Heidelberg University). She graduated cum laude from Cleveland State University with a Master of Business Administration. In 2009, Ms. Wrubel became credentialed as a certified paralegal (CP) through the National Association of Legal Assistants (NALA). In December 2014, she graduated, cum laude, from the University of Akron School of Law. She was admitted to practice law in the state of Ohio in May 2015. Ms. Wrubel has successfully litigated collections cases in the Eighth and Ninth District courts of Appeals in Ohio.

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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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