Life of a Company Part Two: Potential Changes During the Lifespan of a Company and the Corresponding Public Record Filing Requirements
Now on Demand: The discussion covered amendments, mergers, dissolutions, and compliance with state business changes.
Webinar Details
During the life of a company, there are many potential changes the company’s owners/principals may wish to make: they may find the name they formed under is no longer one they wish to use, or their originally chosen entity type no longer suits the purpose and structure of their business. They may decide to acquire or consolidate with another company.
In Life of a Company: Part One, we looked at the decisions and public record requirements when forming an entity and engaging in business in states other than its domestic jurisdiction. This webinar will continue the journey started in part one.
However, an attendee who missed part one will have no difficulty understanding the topics covered in this session. This webinar is focused on key decisions and public record requirements when a company undergoes various changes, covering amendments, conversions, mergers and LLC divisions.
We will examine how these changes are made in the domestic state and how to ensure they are reflected on the public record in the states where the entity is doing business. Finally, we will look at the process of winding down a company, including dissolving or cancelling in the domestic state, and withdrawing from any state where the company is qualified as a foreign entity.
Learning Objectives:
- Amendments to formation documents and other changes
- Conversions, Re-domestications, Divisions, Mergers and Acquisitions
- How to reflect changes in the states where the entity is authorized to do business
- Dissolutions, Withdrawals and Winding Down
Meet the Hosts
Pia Angelikis, Esq.
Pia Angelikis, Esq., is the Vice President of Government Relations and Legal Research at Cogency Global Inc. She has over 20 years of experience with premiere service companies in the UCC and corporate services industry, managing large teams of expert lawyers and paralegals conducting legal research for public filing requirements for multistate mergers, conversions and acquisitions, tracking and analyzing UCC Article 9 and business entity legislation in all 50 states and the District of Columbia, and providing thought leadership. Prior to her career in the UCC and corporate services industry, Ms. Angelikis litigated for 5 years in the areas of insurance defense and employment law. She wrote the winning brief resulting in the 9th Circuit published opinion, In re Complaint of Ross Island Sand & Gravel, 226 F.3d 1015 (9th Cir. 2000). Ms. Angelikis holds a JD from the University of California, Hastings College of the Law and is licensed to practice law in California.
Colleen De Vries
Colleen A. De Vries is a Senior Vice President of Product Management at Cogency Global, a leading provider of regulatory corporate compliance, representation, secured transaction and lending due diligence solutions. Her responsibilities at Cogency include managing and training corporate service professionals, managing client relationships and implementing strategic service initiatives based on changing statutory and filing office requirements. She also collaborates between client and company with cross-functional partners to enhance Entity Central®, Cogency’s entity management system, and oversees domestic and international process agent services, independent manager services and US company secretary services.
Ms. De Vries has developed and delivered numerous presentations to attorneys and legal assistants on topics including the lifecycle of companies and related governance, state compliance requirements and select transactional considerations. She has provided in-house training at many law firms and has also been a featured speaker on general corporate topics at the American Management Association. Ms. De Vries has been a panelist at the Delaware Trust Conference, sponsored by the Delaware Bankers Association, on multiple occasions. She serves as an independent director/manager of special purpose entities in a variety of structured finance and real estate transactions. She also regularly contributes articles to Cogency’s Corporate Transactions and Compliance Blog.
Ms. De Vries is currently a member of the Society for Corporate Governance. She holds a bachelor’s degree in political science from Muhlenberg College in Allentown, Pennsylvania.
Teri Mayor
Teri M. Mayor is the Vice President of Product Management for Business Entity Services at Cogency Global Inc. Ms. Mayor’s responsibilities include development and marketing of corporate transactional services, such as entity filings, document retrieval and authentication/legalization of documents for use internationally. Her work includes the development of new services and technology, providing training to clients and staff and acting as a resource in the areas she manages. Ms. Mayor has developed and delivered numerous public and in-house seminars on topics related to corporate and entity services. She also regularly contributes articles to Cogency Global’s Corporate Transactions and Compliance Blog.
Pia Angelikis, Esq.
Pia Angelikis, Esq., is the Vice President of Government Relations and Legal Research at Cogency Global Inc. She has over 20 years of experience with premiere service companies in the UCC and corporate services industry, managing large teams of expert lawyers and paralegals conducting legal research for public filing requirements for multistate mergers, conversions and acquisitions, tracking and analyzing UCC Article 9 and business entity legislation in all 50 states and the District of Columbia, and providing thought leadership. Prior to her career in the UCC and corporate services industry, Ms. Angelikis litigated for 5 years in the areas of insurance defense and employment law. She wrote the winning brief resulting in the 9th Circuit published opinion, In re Complaint of Ross Island Sand & Gravel, 226 F.3d 1015 (9th Cir. 2000). Ms. Angelikis holds a JD from the University of California, Hastings College of the Law and is licensed to practice law in California.
Colleen De Vries
Colleen A. De Vries is a Senior Vice President of Product Management at Cogency Global, a leading provider of regulatory corporate compliance, representation, secured transaction and lending due diligence solutions. Her responsibilities at Cogency include managing and training corporate service professionals, managing client relationships and implementing strategic service initiatives based on changing statutory and filing office requirements. She also collaborates between client and company with cross-functional partners to enhance Entity Central®, Cogency’s entity management system, and oversees domestic and international process agent services, independent manager services and US company secretary services.
Ms. De Vries has developed and delivered numerous presentations to attorneys and legal assistants on topics including the lifecycle of companies and related governance, state compliance requirements and select transactional considerations. She has provided in-house training at many law firms and has also been a featured speaker on general corporate topics at the American Management Association. Ms. De Vries has been a panelist at the Delaware Trust Conference, sponsored by the Delaware Bankers Association, on multiple occasions. She serves as an independent director/manager of special purpose entities in a variety of structured finance and real estate transactions. She also regularly contributes articles to Cogency’s Corporate Transactions and Compliance Blog.
Ms. De Vries is currently a member of the Society for Corporate Governance. She holds a bachelor’s degree in political science from Muhlenberg College in Allentown, Pennsylvania.
Teri Mayor
Teri M. Mayor is the Vice President of Product Management for Business Entity Services at Cogency Global Inc. Ms. Mayor’s responsibilities include development and marketing of corporate transactional services, such as entity filings, document retrieval and authentication/legalization of documents for use internationally. Her work includes the development of new services and technology, providing training to clients and staff and acting as a resource in the areas she manages. Ms. Mayor has developed and delivered numerous public and in-house seminars on topics related to corporate and entity services. She also regularly contributes articles to Cogency Global’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.