Basic Entity Management and Governance
Now on Demand: Discover entity management’s role in corporate governance, leadership responsibilities, and compliance requirements.
Webinar Details
We are excited to invite you to our upcoming free webinar, Basic Entity Management and Governance, which will focus on the crucial topic of entity management and its impact on corporate governance. In this webinar, we will discuss how proper entity management relates to the fiduciary duties of the company’s leadership and offer considerations for best practices to ensure good entity governance. We will also explore key aspects of entity management during an entity’s lifecycle from formation to dissolution and winding down.
Presented by Colleen A. De Vries, Senior Vice President of Product Management and Rafael Pereira, Esq., Associate General Counsel, we’ll cover a wide range of key topics, including fundamentals of entity management, post-formation requirements and compliance throughout the entity’s lifecycle.
Presented by Colleen A. De Vries, Senior Vice President of Product Management and Rafael Pereira, Esq., Associate General Counsel, we covered a wide range of key topics, including fundamentals of entity management, post-formation requirements and compliance throughout the entity’s lifecycle.
Learning Objectives:
- What is entity management?
- Where entity management fits under the Corporate Governance Umbrella
- Role of the entity’s leadership
- Post-formation requirements: Delaware corporations and limited liability companies
- Compliance during the entity lifecycle
- Curing defective acts: Amendments to Certificate of Validation, August 1, 2023
- Summary and conclusion
Meet the Hosts
Rafael Pereira
Rafael Duarte Pereira is an Assistant General Counsel at Cogency Global Inc. In his current role, Mr. Pereira is responsible for leading and overseeing Cogency Global’s Sanctions Compliance Department, where he develops and evolves the company’s overall sanctions screening operation, creates internal sanctions awareness training programs, and acts as a liaison with international subsidiaries. In his previous role with Cogency Global, Mr. Pereira was responsible for managing the company’s New York City operations. While in law school, Mr. Pereira clerked for the Office of the Public Defender of Rio de Janeiro. He also interned for the Brazilian law firm Xavier, Bernardes, Bragança. Mr. Pereira obtained his Master of Laws with distinction from Tulane University, and holds a Bachelor of Laws degree from the State University of Rio de Janeiro. He is licensed to practice law in New York and is fluent in Spanish and Portuguese.
Colleen De Vries
Colleen A. De Vries is a Senior Vice President of Corporate Services at Cogency Global. Her current responsibilities include managing and training corporate service professionals, implementing strategic service initiatives and enhancing Entity Central®, Cogency Global’s entity management system. She also oversees domestic and international process agent services, independent manager services and U.S. Company Secretary services.
Ms. De Vries has developed and delivered numerous presentations on topics related to review of the lifecycle of companies and related governance and state compliance requirements and select transactional considerations and has been a featured speaker at the American Management Association. She has been panelist at the Delaware Trust Conference sponsored by the Delaware Bankers Association on multiple occasions. She also serves as an Independent Director/Manager of special purpose entities in a variety of structured finance and real estate transactions. Ms. De Vries is currently a member of the Society for Corporate Governance. She also regularly contributes articles to Cogency’s Corporate Transactions and Compliance Blog.
Rafael Pereira
Rafael Duarte Pereira is an Assistant General Counsel at Cogency Global Inc. In his current role, Mr. Pereira is responsible for leading and overseeing Cogency Global’s Sanctions Compliance Department, where he develops and evolves the company’s overall sanctions screening operation, creates internal sanctions awareness training programs, and acts as a liaison with international subsidiaries. In his previous role with Cogency Global, Mr. Pereira was responsible for managing the company’s New York City operations. While in law school, Mr. Pereira clerked for the Office of the Public Defender of Rio de Janeiro. He also interned for the Brazilian law firm Xavier, Bernardes, Bragança. Mr. Pereira obtained his Master of Laws with distinction from Tulane University, and holds a Bachelor of Laws degree from the State University of Rio de Janeiro. He is licensed to practice law in New York and is fluent in Spanish and Portuguese.
Colleen De Vries
Colleen A. De Vries is a Senior Vice President of Corporate Services at Cogency Global. Her current responsibilities include managing and training corporate service professionals, implementing strategic service initiatives and enhancing Entity Central®, Cogency Global’s entity management system. She also oversees domestic and international process agent services, independent manager services and U.S. Company Secretary services.
Ms. De Vries has developed and delivered numerous presentations on topics related to review of the lifecycle of companies and related governance and state compliance requirements and select transactional considerations and has been a featured speaker at the American Management Association. She has been panelist at the Delaware Trust Conference sponsored by the Delaware Bankers Association on multiple occasions. She also serves as an Independent Director/Manager of special purpose entities in a variety of structured finance and real estate transactions. Ms. De Vries is currently a member of the Society for Corporate Governance. She also regularly contributes articles to Cogency’s Corporate Transactions and Compliance Blog.
CLE/MCLE Information
Is there a fee to attend this webinar?
There is no fee to attend our webinars, but advance registration is required
What states do you register for CLE Accreditation?
Currently, we apply for accreditation in California, New York, Florida, Illinois and Texas
Do you offer CLE accreditation for paralegals?
Some webinars are accredited through NFPA and NALA.
Do I have to attend the entire webinar?
To receive full credit, you must be present for the entire presentation and answer all poll questions throughout the webinar.
Who is this webinar suitable for?
Although anyone may attend the webinars, it is most suitable for newly admitted and experienced attorneys and legal professionals.
What happens if my state is not one of those listed previously?
For any states not listed as approved or pending, we strongly encourage attendees to self-apply/self-report to the respective states.
Does CLE accreditation for your webinars expire?
Please be aware that CLE accreditation does expire. We will post on the related pages when a webinar no longer qualifies for CLE credit. Check with your CLE/MCLE board in your state to be sure.
- New York: Three years after the date of the live event.
- Texas: Two years after the date of the live event.
- California: Two years after the date of the live event.
- Illinois: Two years after the date of the live event.
- Florida: 18 months after the date of the live event.