Closing Folders: Mastering Advanced Strategies for Streamlining Transactions with Closing Agendas
Join the co-chairs of the Business Law Section, Cassidy LaCosta and Christina Driscoll for the second session in our two-part Lunch & Learn series, where we’ll explore advanced strategies for leveraging closing agendas to enhance transaction management. Building on the foundational concepts from the first session, this deep-dive will focus on fine-tuning closing agendas to ensure smoother, more efficient transactions. Learn how to track critical milestones, manage outstanding tasks, and keep all parties aligned throughout the closing process. We will explore advanced tips and tricks for getting the most out of Closing Folders, the cloud-based legal document management system introduced in the first session. Discover how to maximize its features for more efficient document handling, secure signature collection, and seamless collaboration, ensuring that your transactions run smoothly from start to finish. This session will build on the tools from the first session, helping to fully harness the power of Closing Folders to optimize your closing process.
Event Details:
Location: Cox & Palmer Office 235 Water Street, Suite 1100 or virtual
️ Lunch: Provided
Fee: FREE for CBA members | $50 for non-members
Register online by clicking here.
Email Robyn with any inquires.