Events and Presentations

2013"Financial Planning 101: How to Get Started," Daughters of the American Revolution, Provider
11.14.2013"Hot Topics in Franchising - Case Law Update"
11.14.2013National Electrical Manufacturers Credit Group
11.07.2013"Legal Basics for Your Business"
11.7.2013"OWBA 'Giving Back Statewide Event'"
11.06.2013Important Changes to HIPAA in HITECH Omnibus Rule, presented at Medical Records Law in South Carolina seminar, Lorman Education Services, Charleston, SC
10.30.2013Employment Law Update: Fall 2013 - "Best Practices in Employment Law"
10.16.2013Panelist, "Forum 2013 Intensive Program:  Mediation," American Bar Association 36th Forum on Franchising
10.11.2013"Federal Civil Practice Seminar: Case Study-Multi Jurisdictional Patent Litigation"
10.02.2013"Corporate Antitrust Compliance Programs: Their Need, Design and Operation," Charlotte, North Carolina
10.01.2013The Association of International Credit and Trade Finance Professionals (ICTF), webcast
09.28.2013"Professionalism for New Admittees"
09.26.2013"Current Development in Ohio’s Alcoholic Beverages Act," Ohio Wholesale Beer & Wine Association’s Annual Meeting
09.20.2013Protecting Your Practice: What You Need to Know about Patient Privacy, presented to FirstSun EAP network providers, Columbia, SC
09.19.2013"Delays, Transitions and Updates: What is Important for Employers"
08.01.2013Jason Collier as Featured Guest on Newsradio 970 WFLA AM regarding Social Media and the Workplace
07.10.2013"Church-State Relations in Public and Non-Public Schools"
06.19.2013"The EB5-Program: The Road To Citizenship Less Traveled"
06.14.2013Brian C. Willis on "Florida Matters" for WUSF
06.07.2013"FMLA/ADA:  The Basics," Fundamentals of Employment Law (N.C. Bar Foundation, Greensboro, N.C.)
2013"Estate Tax:  Federal and North Carolina Estate Tax Deductions, Credits and Payment of Tax," 2013 Estate Planning and Probate Law Survey Course, North Carolina Bar Association
05.30.2013"Cost Effective Compliance"
05.23.2013"Current Fiduciary & ERISA Issues in Qualified Plans"
05.21.2013"Health Care Reform: What You Need to Do Now - Steps to Manage Your Responsibilities & Potential Liabilities"
05.21.2013"Helping Your Client Buy or Sell a Small-to-Medium Sized Business"
05.09.2013"Strategic Implementation of Employer Shared Responsibility Rules"
05.03.2013"Franchising in Ohio – What Every Lawyer Needs to Know"
05.02.2013Employment Law Update:  For Executives, Managers, Business Owners and Human Resources Professionals
May 2013"Types of 501(c) Entities"
04.25.2013"Basic ESOP Distribution Rules," NCEO/Beyster Institute 2013 Employee Ownership Conference, Seattle, WA
04.11.2013"Protect Your Intellectual Property," A Free Workshop from USF-Sarasota Manatee and Manasota SCORE
04.09.2013"Ohio’s Concealed Handgun Laws: A Loaded Issue for Businesses"
04.06.2013"NCAA Amateurism:  Compliance and the Evolution of the Collegiate Athletic Department," Panelist, 16th Annual University of Miami Law ESLS Entertainment & Sports Law Symposium, Miami, Florida
April 2013"E-verify Coming Your Way"
03.25.2013"Basic ESOP Administration," ESOP Invitational, Pinehurst, NC
03.21.2013"Webinar: Strategic Implementation of Employer Shared Responsibility Rules"
03.21.2013"Does the RCRA Citizen Suit Provision Apply to Cross-Media Impacts?" Presented at the 42nd Spring Conference of the ABA Section of Environment, Energy and Resources
03.14.2013"Filling Out Your Final Four Legal Bracket"
02.26.2013"Different Types of Glass: A Brief Survey of the Studio Glass Movement"
01.08.2013Women, Health & Wealth Seminar
12.05.2012 - 12.07.2012"Ask the Experts: Top Criminal Tax Practice Tips and Representation Strategies"
11.15.2012"An Interactive Shale Development Conference:  Changing Requirements and Policy Perspective - Developing Ohio's Shale Resources," Columbus, Ohio
11.02.2012"Twelfth Annual Great Lakes Water Conference 2012"
10.15.2012“How to Obtain Good Title in Real Estate Transactions”
09.28.2012Negotiating Physician Agreements: The Nuts and Bolts of Negotiating Employment Agreements and Group Practice Ownership Agreements, presented to American College of Cardiology, North and South Carolina Chapters Fellows in Training, Charleston, SC
09.24.2012"The Americans with Disabilities Act and Public Accommodations" Video Presentation to the Ybor City Development Corporation
09.02.2012"Masters in Trial - Direct Examination of Experts"
September 2012"Asset Protection," Joint CLE meeting of the American Bar Association's Tax and Real Property, Probate and Trusts Sections, Boston, Massachusetts
08.30.2012"The Supreme Court Upheld the Affordable Care Act -- Now What?"
08.15.2012"National Federation of Independent Businesses v. Sebelius, a Decision for the Ages: A Comment on the U.S. Supreme Court Ruling on the Constitutionality of the Patient Protection and Affordable Care Act"
08.14.2012"Employment Law Update: For Executives, Managers, Business Owners and Human Resources Professionals"
08.02.2012"2012 Construction Law Seminar"
08.02.2012Lien Law & Impact of Leasehold Interests, Shumaker Construction Law Seminar
07.28.2012"Complaint and Disciplinary Process before the Florida Construction Industry Licensing Board"
07.17.2012"Medical Records Law in Ohio"
06.19.2012"Made in North Carolina – NC Chamber’s Summit on Manufacturing"
06.08.2012"Risk Management in the Digital Age: Avoiding the Pitfalls of Electronic Health Records," presented at the Annual Meeting of the Florida Society of Anesthesiologists, Palm Beach, Florida
05.09.2012"ABC’s of Florida Construction Lien Law"
04.25.2012"Basic ESOP Distribution Rules," NCEO/Beyster Institute 2012 Employee Ownership Conference, Minneapolis, MN
04.11.2012"Electronic Health Records: Contracting, Compliance and Liability Hazards," Presented to Hillsborough County Bar Association and USF College of Medicine
03.24.2012"Captive Insurance Tax Update," American Bar Association, Business Law Section Spring Meeting, Las Vegas, Nevada
02.08.2012"Recent Developments and Hot Topics" - 14th Annual All Children’s Hospital Estate, Tax, Legal and Financial Planning Seminar
02.07.2012"Maximizing Returns in M&A Transactions"
February 2012"The Hunters Become the Hunted (Tips on Managing Social Media While Job Hunting)," Future Business Leaders of America, Phi Beta Lamda Division, Polk State College, Lakeland, FL
01.17.2012"The Do's and Don'ts of Documentation: Examining the Best Way to Protect Your Company"
12.14.2011"Due Diligence:  What Investors Should Look For and What Entrepreneurs Should Have," Gulf Coast Venture Forum
11.17.2011"D&O Insurance: An Overview and Update"
11.16.2011"The Principles of Hiring, Firing, and Performance Appraisals: Common Mistakes Managers Make"
11.11.2011"The Essentials of Successful Estate Planning"
10.28.2011"Constitutional Challenges to the Affordable Care Act"
10.19.2011"Protecting IP in a Global Market," SAMA Dinner Meeting
10.19.2011"The Emerging Dilemma: Surety's Obligations on Green Building Projects"
10.19.2011"The Franchisee Lawyer's Checklist:  What Every Franchisee Lawyer Should Know"
10.04.2011"Employment Law Update: For Executives, Managers, Business Owners and Human Resources Professionals"
October 2011"TMI: Everything You (Never) Wanted to Know About Social Media & the Workplace," Tampa, FL
09.29.2011"Does Your 831(b) Captive Quack?" Western Region Captive Insurance Conference, Salt Lake City, Utah
09.28.2011"When is the Surety Liable?"
09.23.2011"Chapter 15 — International Bankruptcy"
09.23.2011"Franchising in Ohio – What Every Lawyer Needs to Know"
09.22.2011"Shumaker Legal Minute"
September 2011"TMI-Social Media: Whether You Want to Know or Not!," Polk Works Round Table Presentation, Lakeland, FL
08.19.2011"Recent M&A Trends and Developments"
08.17.2011"Avoiding Legal Pitfalls and Managing Intellectual Property as it Relates to Marketing Issues for Businesses," Sarasota Chamber of Commerce
08.07.2011"Captive Insurance Companies: Introduction and Update," American Bar Association Annual Meeting, Toronto, Ontario, Canada
08.04.2011"ABC's of Florida Construction Lien Law: What You Need to Know to Make the Lien Law Work for You"
07.22.2011"Rules & Laws – Case Studies"
07.07.2011"Estate Planning and Probate Law Update"
06.17.2011"Intellectual Property and Open Source Licenses," Barcamp Sarasota
05.31.2011"Leveraging Defined Value Clauses to Mitigate Estate and Gift Tax: Drafting Formula Clauses and Donee Selection Post-Petter," Strafford CLE Webinar
05.26.2011"Pitfalls and Opportunities of Social Media," AAF Suncoast
05.04.2011"Financial Networking for the 21st Century!"
May 2011"TMI-Social Media: Whether You Want to Know or Not!," West Central Florida Healthcare Human Resources Association Meeting, Tampa, FL
04.27.2011"Impact of the Financial Crisis on Select Disclosure Issues Affecting Small Public Companies"
04.21.2011"Rules & Laws – Case Studies"
04.21.2011"Recent Developments in Asset Protection Planning," e-CLE Presentation, American Bar Association Section of Real Property, Trust and Estate
04.14.2011"Security for your Financial Life"
04.13.2011Mark Connolly Debated Tort Reform Legislation before the Juvenile Welfare Board in Pinellas County
04.13.2011"Surety Workshop and Case Study: Working Through Defaults on Condominium Projects"
04.12.2011Ronald A. Christaldi Spoke to the New College Alumni Association
04.01.2011"Rules & Laws – Case Studies"

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Tampa, FL