Montana CLE - Corporate Law Courses
This is a listing of Corporate Law CLE Courses for Montana. Please make your selection below of Montana CLE courses. Click "Add To Cart" to purchase Individual CLE Courses. For more information about a particular CLE course, click on the "More Info" link. Click the "Preview" button to view a short preview of the course.
Montana CLE
Accreditation Info
United Institute for Continuing Legal Education is a provider of accredited CLE courses throughout the country. To view our full accreditation details please .
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Live WebinarMonday, October 27, 20251:00 PM - 2:00 PM Eastern Time (EDT)
Live Webinar: Building an AI Governance Framework for Your Law Firm: Policies, Procedures, and Ongoing Compliance
Law firms adopting artificial intelligence tools encounter not only new efficiencies but also a host of challenges, from operational concerns to evolving professional obligations. This CLE program guides attorneys through the process of designing and rolling out internal AI governance structures that both reduce risk and support responsible use. The session explores how firms can safeguard client data, maintain ethical standards of confidentiality and competence, and ensure consistent applicat... More Info
$291General Credit -
Live WebinarWednesday, October 29, 202511:00 AM - 12:00 PM Eastern Time (EDT)
Live Webinar: Leading Lawyers Through Change: Breaking the Resistance Cycle
A full description of this course will be coming soon. Stay tuned! More Info
$291General Credit -
Live WebinarTuesday, November 11, 20252:00 PM - 3:00 PM Eastern Time (EDT)
Live Webinar: Estate Planning & the Due-on-Sale Clause: Navigating Trust Transfers, LLCs & the Garn-St. Germain Act
This CLE program offers an in-depth look at how the due-on-sale clause in mortgage agreements intersects with common estate planning strategies involving real property. Designed for estate planning and real estate practitioners alike, the course unpacks the legal risks and planning opportunities that arise when clients transfer mortgaged real estate into revocable or irrevocable trusts, or limited liability companies (LLCs). Attendees will gain a clear understanding of how and when a du... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
From Prompt to Practice: Using AI in The Legal Field
As AI tools like ChatGPT become increasingly accessible, legal professionals are under growing pressure to understand both their practical applications and professional risks. This CLE course offers attorneys a clear, hands-on introduction to using generative AI in day-to-day legal work—without compromising ethical obligations or quality standards. Attendees will see how AI can streamline tasks such as summarizing case law, comparing documents, drafting client communications, generating... More Info
$551.5General Credits -
On-DemandOnline & iOS/Android App
Representing the Startup Enterprise Through the “Four Stages” of Capital Formation
Every startup’s growth story is marked by critical moments in securing outside investment, and the legal issues evolve as the company advances. This CLE program walks attorneys through the four stages of capital formation, highlighting what counsel must know to effectively represent an emerging enterprise. The journey begins with founders funding their own venture, then expands to friends-and-family contributions and, in some cases, crowdfunding campaigns targeting customers or online s... More Info
$552General Credits -
On-DemandOnline & iOS/Android App
U.S. Copyright Basics
This CLE program provides a practical overview of U.S. copyright law, including registration, ownership, and enforcement. The course highlights essential topics such as fair use, licensing, and the impact of the Digital Millennium Copyright Act (DMCA) on modern copyright practice. Attendees will learn: What types of works are protected How ownership is determined How long protection lasts Benefits of registration and how to apply Basics of infringement and available defenses More Info
$291.25General Credits -
On-DemandOnline & iOS/Android App
Artificial Intelligence: Opportunities and Use by Member Firms
The integration of artificial intelligence into financial services is no longer theoretical — it’s underway, expanding rapidly through tools like Generative AI and Large Language Models (LLMs). This course equips attorneys with a working understanding of how these technologies are being applied in the financial sector and what that means for legal professionals today. From drafting automation and sentiment analysis to data classification and compliance reporting, AI tools are reshaping... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Capital Formation Developments
As capital markets evolve, legal advisors play an increasingly strategic role in helping firms manage the intersection of innovation, regulation, and market opportunity. This session provides attorneys with a legal-focused exploration of current capital formation practices and the regulatory changes shaping them. Attorneys will examine how firms are pursuing new approaches to capital raising, along with the legal risks and responsibilities that accompany those innovations. With today’s... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Compliance & Legal Trends
As the financial services industry undergoes rapid evolution, attorneys must stay attuned to the shifting forces that impact compliance frameworks. This session offers a strategic legal lens on how firms are responding to a convergence of regulatory change, market demands, and technological disruption. Rather than focusing solely on rules, this course explores the broader trends driving compliance transformation—emerging enforcement priorities, digital innovation, and changes in busines... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Keeping Current With Fixed Income Securities
With regulatory scrutiny intensifying across the fixed income marketplace, this CLE session provides legal professionals with the tools to stay current and compliant. Hear directly from FINRA and MSRB staff as they explore how recent developments are influencing firm operations and legal obligations. The session will unpack current trends, highlight regulatory priorities, and offer insights into effective firm practices. Discussion will span a range of legal issues, including the latest... More Info
$290.75General Credit -
On-DemandOnline & iOS/Android App
Communication Supervision Trends and Effective Practices
In today’s rapidly changing regulatory environment, effective supervision of communications is more crucial than ever. This session will explore the latest trends and regulatory developments in communications supervision, with a particular focus on emerging platforms like social media, mobile apps, and other off-channel communication methods. Drawing on recent examination results, our expert panel will discuss the evolving supervisory landscape and offer actionable strategies for legal profess... More Info
$290.75General Credit -
On-DemandOnline & iOS/Android App
Filing Requirements and Due Diligence Obligations for Public Offerings and Private Placements
In this session, FINRA experts and seasoned industry professionals provide a thorough overview of the regulatory requirements and best practices for handling both registered and unregistered securities offerings. Focused on providing actionable insights, this course will equip lawyers with the tools necessary to navigate complex compliance challenges and minimize risks in securities transactions. What You Will Learn: Understanding Filing Obligations: Key differences between registere... More Info
$290.75General Credit -
On-DemandOnline & iOS/Android App
Mastering Contract Law: Navigating UCC and FAR Essentials
Unlock the core principles of contract law in this engaging CLE course, designed to clarify the distinct roles of the Federal Acquisition Regulations (FAR) and the Uniform Commercial Code (UCC). The FAR governs procurement with a consistent approach across all federal agencies, whereas the UCC, molded by each state’s adoption, shapes the landscape of commercial transactions. Through a dynamic mix of case law analysis, real-world illustrations, and regulatory breakdowns, this program off... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
The ABCs of MSOs: How and Why to Form a Compliant Lasting and Profitable Management Services Organization
This CLE course offers a deep dive into Management Services Organizations (MSOs) and their pivotal role in the healthcare industry. Participants will gain a thorough understanding of MSOs, including their definition, purpose, structure, and function. The program addresses vital legal compliance topics, such as the Corporate Practice of Medicine Doctrine and significant federal and state regulations. Through the analysis of common misconceptions, real-world case studies, and pro... More Info
$551.5General Credits -
On-DemandOnline & iOS/Android App
Ethical Considerations in Representing Multiple and Corporate Clients
The foundation of any attorney-client relationship is knowing who the client is, but this isn’t always clear to non-lawyers. It’s crucial for clients to understand whom we represent, the nuances of organizational and joint representation, and the boundaries of attorney-client communication, including actions that may waive confidentiality. Equally important for attorneys is the need to remain vigilant against unintended expansions of representation as a case evolves. In this CLE, we wi... More Info
$341Ethics Credit -
On-DemandOnline & iOS/Android App
FLSA: New OT Rule: What You Need to Know
This CLE program covers the key provisions of the proposed FLSA Overtime Rule, helping you prepare for compliance and avoid lawsuits and fines. Topics include: Changes introduced by the new DOL rule Proper classification of employees as exempt or non-exempt The new salary level threshold Effective date of the new FLSA overtime rule Necessary organizational changes for compliance Potential court challenges to the new rule More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Telling Them What They Don’t Want to Hear: Maintaining Your Ethics and Your Client Relationships
This CLE course explores the interplay of ethical and relationship issues when communicating difficult topics to clients. These topics include: situations where plans go awry; admitting mistakes; addressing clients' bad ideas; expressing disbelief in clients' statements; handling requests for inappropriate actions; dealing with potential mental incompetence in clients. Presented from the perspective of an in-house Chief Legal Officer focused on interactions with a single... More Info
$341.25Ethics Credits -
On-DemandOnline & iOS/Android App
Compliance and Legal Trends in The Financial Industry
Join leading experts from member firms as they explore the latest trends and strategic priorities shaping the legal and compliance landscape. In this dynamic CLE session, our panelists will share their invaluable insights on how evolving business, regulatory, and technological changes are transforming these critical functions. Participants will gain a comprehensive understanding of: Emerging trends and challenges in legal and compliance roles. Strategic focus areas to enhance legal and... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Ask FINRA Senior Leaders
In this CLE session, senior staff from FINRA will provide crucial updates on current regulatory issues and initiatives. Join us as expert panelists delve into FINRA's risk-based examination program, recent disciplinary actions, market regulation programs, and the latest and forthcoming rules. This session will cover a range of vital topics, including: Modernizing FINRA Rules in a Post-COVID World: Explore initiatives like the Remote Supervision and Inspection (RSL) and the Remote In... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Crowdfunding Capital Raises: Considerations for Broker-Dealers & Funding Portals
Join our expert panel for a deep dive into Regulation Crowdfunding (Regulation CF) and its impact on broker-dealers and funding portals. This CLE session will provide valuable insights into regulatory risks and best practices for maintaining compliance. Key discussion points include: Regulation CF for Broker-Dealers: Understand the specific requirements and strategies for broker-dealers participating in crowdfunding offerings. Regulation CF for Funding Portals: Explore the unique c... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Crypto Assets: Trends, Regulatory Developments and Resources
Dive into the latest updates in cryptocurrency regulation in this insightful CLE session. We'll cover a range of critical topics, including the recent crypto-assets retail communications initiative, emerging trends in crypto misconduct, and practical resources for navigating the evolving landscape. Key discussion points include: Regulatory Developments: Review the December 2023 crypto-assets retail communications sweep. Address disclosure and compliance concerns in OBAs and priv... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Financial Crimes: Outpacing the Threats
In today's rapidly evolving financial landscape, the threat of financial crimes is ever-present and increasingly sophisticated. This CLE course delves into the latest trends and emerging tactics in financial crime, including fraud, money laundering, and cybercrime. Through a combination of theoretical foundations and practical applications, participants will learn how to anticipate and counteract these threats. Key topics include: Understanding the spectrum of financial crimes and th... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
FINRA's Disciplinary Hearing Process
This CLE course features perspectives from FINRA Enforcement counsel, defense counsel, and a hearing panelist. The course aims to enhance your understanding of FINRA's disciplinary hearing process, focusing on the key differences between self-regulated hearings and those conducted by administrative law judges. Topics covered will include: The distinctions between FINRA hearings and administrative law judge hearings. The conflicts clearance process for panelists and hearing officers.... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Developments in Remote Supervision
This CLE course will delve into the newest advancements in remote supervision, featuring insights on the remote inspection pilot program, updated supervision rules for Residential Supervisory Locations, and best practices for risk-based supervision. Key topics include: Transitioning from current COVID relief measures to the implementation of Rules 3110.18 and 3110.19 Effective reporting of residential locations and RSLs in Firm Gateway Best practices and key considerations for rem... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Fixed Income Securities Regulatory Outlook
This CLE session will delve into the most recent regulatory developments impacting fixed income and municipal securities. This comprehensive session will cover crucial topics such as Time of Trade disclosures, updates to SEA Rule 15c2-11, and critical insights for firms navigating examination priorities, findings, and enforcement actions. Key points of discussion will include: The latest amendments to SEA Rule 15c2-11. Detailed analysis of Time of Trade disclosures, with a focus on... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Modernizing Off-Channel Communications Supervision
Join our panelists as they share insights from thematic reviews of off-channel communications, including text messages and social media platforms. Discover effective techniques firms are using to oversee their communications. This session will cover: The communications landscape Rule requirements for books and records, public communications, and supervision SEC and FINRA enforcement actions Observations from reviews of off-channel communications OSE-facilitated communications roundt... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Promoting Market Integrity: FINRA’s Role in Market Structure
Gain insights from regulatory and industry experts on FINRA’s efforts to uphold market integrity and the impact of new and evolving regulations. This CLE program will cover: New and emerging rules SEC market structure proposals Securities lending practices Transparency initiatives shaping the market. More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Technology Governance: Mitigating Risk Throughout the Vendor Lifecycle
This CLE course delves into essential considerations for firms outsourcing activities or functions to third-party providers. Learn from panelists about mitigating vendor risk through robust technology governance programs that cover the entire vendor engagement lifecycle, from onboarding and ongoing due diligence to event response and offboarding. Topics include: Vendor management and due diligence per Regulatory Notice 21-29 (FINRA's reminder of supervisory obligations related to th... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
The Progression of Regulation Best Interest and Form CRS
This CLE program will explore recent observations on firms' compliance with Regulation Best Interest (Reg BI) and Form CRS. The discussion will provide valuable insights and practical guidance on key topics such as Reasonably Available Alternatives, the Care Obligation, and managing Conflicts of Interest. Key topics include: Recent findings by the SEC and FINRA regarding Reg BI and Form CRS compliance. Interpretation, guidance, and best practices: In-depth analysis of recent SEC... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Basic Business Lawyering For Small Company Clients
Small companies have specific legal concerns, and they are not always the same as those that apply to medium or large companies. Their legal needs may differ as well. This informative introductory CLE course will help new attorneys planning to practice business law as well as seasoned attorneys looking to pivot to the area and represent smaller companies, typically described as those with less than $100M annual revenue and fewer than 500 employees, with the skills to navigate these are... More Info
$1073.75General Credits -
On-DemandOnline & iOS/Android App
International Intellectual Property Transactions in Many Countries
Beginning with a brief review of the fundamentals of intellectual property categories recognized under US law, as well as those of many other countries, and the methods for internationally registering associated intellectual property, this CLE course will then delve deeper into a discussion of issues relating to why protection under these categories is insufficient. The course will address developing business activities that are difficult condense into the traditional IP categories, an... More Info
$551.75General Credits -
On-DemandOnline & iOS/Android App
Unusually Important Federal Tax Cases: What Attorneys Need to Know
This CLE program delves into six recent federal taxation cases that hold significant importance for tax attorneys. It offers valuable insights for business law attorneys navigating the complexities of federal taxation. By examining court opinions, participants will gain an understanding of how federal tax law evolves in contrast to legislative and regulatory processes. The cases discussed in this program encompass various taxation topics including: Valuation of family-held S corporat... More Info
$552General Credits -
On-DemandOnline & iOS/Android App
Corporate Transparency Act: Lessons from Round One of Implementation
Pursuant to the Corporate Transparency Act ("CTA"), many legal entities, both foreign and domestic, operating in the United States, have contemplated whether to file beneficial ownership information ("BOI") reports with the Financial Crimes Enforcement Network ("FinCEN"). This CLE course, presented by an interdisciplinary panel of specialists, will address the commercial practicalities of compliance with the CTA as well as the complexities. While the reporting requirements will only in... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Corporate Transparency Act: Critical Terms and Concepts
The Corporate Transparency Act, which requires beneficial owners of nearly every entity to report to FinCEN unless a specific statutory exception applies, went into effect January 1, 2024. According to this act, newly formed entities will have only 90 days to register, while existing entities will have one year to comply. This CLE course will offer an introduction to the CTA, and its impact on the practice of attorneys who form, transfer, operate, or otherwise works with legal entities... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Franchise Law: From Contract Negotiation to Litigation
Franchise agreements are a complicated process. This CLE course will review all the steps involved from term negotiation to signature. The course will also address litigation and/or termination and how to negotiate specific provisions that impact a client’s rights. The terms that are customarily litigated and how to demand and successfully receive the information necessary to effectively represent your client in court will be presented. More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Antitrust Primer in The Age of The Internet/Information
What factors are behind the increased emphasis on enforcing competition laws by entities such as the FTC, the DOJ Antitrust Division, the States, and through private litigation? This CLE course explores the dynamics through an antitrust primer, delving into pivotal cases that address both individual company practices and collaborative behaviors that contravene antitrust laws. The curriculum subsequently hones in on significant recent antitrust cases initiated by the government, specifi... More Info
$813.25General Credits -
On-DemandOnline & iOS/Android App
Intellectual Warfare: An In-House Counsel's Guide to Bringing and Defending Against Intellectual Property Lawsuits
Intellectual Property (IP) is a valuable asset for an organization. This informative CLE course will explain how to identify and utilize an IP to further business goals. The course will explain the types of IP’s that exist, the associated costs with obtaining and maintaining the various types of IP's, costs of IP acquisition, negotiation strategies, licensing, enforcement issues and defensive actions when faced with another’s IP. The course aims to impart wisdom in the IP space as well... More Info
$551.5General Credits -
On-DemandOnline & iOS/Android App
Commercial Pace, The New Kid On The Block: The Legal Framework For A New Form Of Commercial Real Estate Financing
The Commercial Property Assessed Clean Energy Financing (C-PACE) is a new tool for property owners and developers which offers low interest and longer terms with a super-priority lien. It functions like a muni bond but can still be placed in a capital stack. This CLE course will explain the basics of the C-PACE is enabled and describe its legal structure, status and how it can be put to work for your clients from developers, banks, local governments or private owners. More Info
$291General Credit -
On-DemandOnline & iOS/Android App
What Attorneys Need to Know About Reading and Understanding Financial Statements
Like any field, businesspeople have a lingo all their own. Phrases such as NOPAT, Operating Profit, Net Income, EBITDA, retained earnings, current vs. long-term assets and liabilities, Free Cash Flow are all used regularly in the business world, but are practically a foreign language to attorneys. This CLE course will review basic financial statements, such as income statements, balance sheets and cash flow statements to help you understand the language of business so you can better re... More Info
$551.5General Credits -
On-DemandOnline & iOS/Android App
Advising a Client as to the Purchase of a Franchise
This informational CLE course is designed to provide a prospective franchisee with the necessary information to purchase a franchise. The course will focus on provisions in the Franchise Disclosure Agreement as well as typical provisions in Franchise Agreements. The political considerations that may arise with respect to the franchise location will also be addressed. More Info
$291General Credit -
On-DemandOnline & iOS/Android App
What If the Government Doesn’t Save My Client’s Bank? Preparing For the Next Bank Crisis
Though extraordinary intervention by the government and private sector protected uninsured depositors, the recent banking system crisis resulted in several failures and a loss of confidence, especially for owners and debtholders who lost everything. The crisis further highlighted that there is no expectation of the government protecting uninsured depositors if another bank fails. This CLE course, presented by a regulatory partner at a prominent law firm, will examine the recent trauma... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Evaluating a Franchise for a Franchisee: What Attorneys Need to Know
The decision to purchase a franchise is fraught with legal issues. This CLE course will guide counsel representing and franchisee in evaluating such a decision. The course will explain how to review the FDD and Franchise Agreement and how to negotiate the addendum. Key considerations to analyze in deciding to purchase as well as strategies for negotiating the deal will be discussed. More Info
$551.5General Credits -
On-DemandOnline & iOS/Android App
Franchise Sales Compliance
Designed to assist legal counsel representing a franchisor in their understanding of how to client-franchisor compliance with federal and state laws related to franchises, this CLE course will address compliance issues in practical and understandable terms. The course will provide practical examples to assist counsel in explaining concepts to potential and current clients. More Info
$552General Credits -
On-DemandOnline & iOS/Android App
Broker Lien Rights: What Attorneys Need to Know
Presented by a seasoned attorney who authored or lobbied on behalf of the roughly 34 states with commercial real estate broker lien rights, this CLE course will address a variety of related issues. The course will address protected commission claims, the prerequisite of such claims, timing, and legislative history. Advice on enforcements as well as guidelines for drafting a lien, asserting and serving a claim, foreclosing and defending judgement a the appellate level will be addressed.... More Info
$551.5General Credits -
On-DemandOnline & iOS/Android App
Breaking Up Is Hard To Do: Navigating Partnership Disputes and High-Impact Partner Departures
Breakups can be challenging, and although they may not be as severe as divorces, managing conflicts between partners and dealing with the departure of a significant collaborator can be tough. In this informative CLE, we will explore effective strategies for handling disputes and separations, covering important aspects such as the responsibilities of a firm towards an attorney and vice versa, communication techniques, ethical considerations, and privacy concerns. More Info
$341Ethics Credit -
On-DemandOnline & iOS/Android App
Conducting Sexual Harassment Investigations at Law Firms
Conducting internal investigations is inherently intricate, particularly when it involves probing allegations of sexual harassment within your organization. In this CLE course, you will be provided with a comprehensive understanding of the legal intricacies and obligations involved in such investigations. You will be guided through a step-by-step process, ensuring compliance with current statutes. The course will cover essential topics including internal communication protocols, contra... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Antitrust Merger Enforcement: Significant Regulatory Developments and Issues Explored
Designed to offer attorneys an in-depth understanding of the current state of US antitrust regulations and the role of antitrust agencies in reviewing and challenging mergers, this CLE course will present a comprehensive overview of the merger control process in the US, priorities of the antitrust agency priorities, highlights of recent merger challenges and forthcoming revisions to the US merger guidelines. The course will begin with an exploration of the core aspects of the US merge... More Info
$291General Credit -
On-DemandOnline & iOS/Android App
Preparing a Business Client to Franchise
This CLE course will address the basic issues involved in representation for a client who wants to franchise. The course will present the practical considerations of franchising, the franchisor’s legal obligations and the most important decisions that need to be made. More Info
$551.5General Credits -
On-DemandOnline & iOS/Android App
Introduction to Franchising Law
Whether you are representing a franchisor or a franchisee, it’s important for representing counsel to understand the basic legal considerations involved in franchising. This CLE course will present the legal definition of a franchise and review both state and federal laws which govern the franchise relationship. The course will provide resources for information on franchise brands, explain the pitfalls of becoming an accidental franchise and introduce the legal considerations to take i... More Info
$551.5General Credits
