Key Data Due Diligence and Governance Considerations to Optimize the Value of a Transaction

Date: 03/05/25
Time: 2:00-3:30 PM ET

* Please Note: registration closes at 11:59 PM ET the day before the live event. No further registrations will be accepted once registration has been closed *

Live closed captions are available.

Overview: This webinar explores the value of data in transactions. Data is essential for transactions due diligence such as evaluating risk and transaction value, including appropriate price or compensation. Although data may be essential for ensuring legal and regulatory compliance in the process and outcome of a transaction, data management and governance in due diligence is a risk to the parties if not done properly.

Learning Objectives: 

  • Listeners will be able to issue spot and identify key data questions for each stage of a transaction, including letter of intent, due diligence, and closing.
  • Listeners will have real world examples of how data and data governance may affect the process, outcome, and value of a transaction.
  • Listeners will have tools to develop customized checklists to navigate legal and regulatory requirements around data at each stage of transaction, from letter of intent to closing.

Speaker Information:

Kathryn Edgerton, Partner, Mintz

Andrea Ferrari, Principal and General Counsel, Pinnacle Healthcare Consulting and Pinnacle Family of Companies

Clevonne “Vonne” Jacobs, Principal and Founder, Creating Equity


Continuing Education:

CLE: IMPORTANT CHANGE REGARDING CLE CREDIT: We are now working with ABA CLE for our accreditation needs. To earn credits during a live webinar, attendees must be logged into the webinar for at least 75 minutes (of a 90-minute webinar) or 55 minutes (of a 60-minute webinar). Then, they will receive a personalized CLE affidavit from mcle-ahla@americanbar.org. Watch for this email within 7-10 business days. If you do not receive it, please check your spam or junk folders as these emails often end up there. Please note you will fill out one affidavit for the full event. Once you complete the affidavit, you will be able to download your certificate(s) of attendance, and certificates will be emailed to you from mcle-ahla@americanbar.org.

CPE: AHLA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN 37219-2417. Website: www.nasba.org. For further information, please visit our Continuing Education Page.

AHLA is seeking CPE credits for live webinars. The maximum number of credits available is 1.80.