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Regulation D Offerings and Private Placements 2025 Part 3 (3/9) Rule 504, Rule 506(b) and Rule 506(c); NASAA Coordinated Rule 504 Review Program

Content Provider
American Law Institute CLE
Product
CLE
Run Time
75 Minutes
Recording Date
04/24/2025
Presenter(s)
Jeb Byrne, Vincente Martinez, Robert Robbins, Gary Ross
Learning Method
On-Demand Training
Practice Area
Securities and SEC
Persona
CLE OnDemand

Price $219.00

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Description

Session 4: Rule 504, Rule 506(b) and Rule 506(c); NASAA Coordinated Rule 504 Review Program "This course and the faculty is the absolute best and without peer." Private capital markets are rapidly emerging as a powerful alternative to public financing, offering companies greater flexibility and opportunity. With this growth, the SEC is intensifying its focus on exempt offerings, reshaping the legal landscape for capital raising. As access to private placements expands, lawyers must stay ahead of evolving regulations and best practices to effectively guide their clients. Now more than ever, understanding the full spectrum of private financing options is essential for legal professionals advising businesses on capital strategies. Engaging, insightful, and packed with practical takeaways, Regulation D Offerings and Private Placements 2025 delivers cutting-edge guidance on the full spectrum of private placements. This premier two-day course provides comprehensive instruction, equipping attorneys with the knowledge and strategies essential for navigating private and limited securities offerings—critical tools in today’s capital formation landscape. Join us in Phoenix for exclusive, practical insights you won’t find anywhere else. Led by a distinguished faculty—including current and former SEC, state, and FINRA regulators, seasoned practitioners, and industry experts—this dynamic program features in-depth discussions, real-world strategies, and lively Q&A sessions. Gain invaluable guidance on planning, executing, and closing private placements, along with key perspectives on the SEC’s evolving agenda under the new presidential administration. - Updates on the status of the changing regulatory environment and market for private offerings, all under the oversight of a new administration, include: - Recent SEC rule making and court cases - A deep dive into Form D - Rule 504, Rule 506(b) and Rule 506(c), and NASAA Rule 504 Coordinated Review program - Alternatives to Regulation D: Regulation S, Regulation A, and Regulation Crowdfunding - Curing a defective Regulation D offering - Mechanics of an exempt offering and drafting the offering memorandum - Professional responsibilities: Due diligence and risks - The impact of the new administration and SEC leadership on regulations This program is designed for securities and in-house lawyers who provide advice on capital raising and private placements. It will also benefit compliance officers and other principals of financial firms, as well as entrepreneurs, angel financiers/investors, venture capitalists, business finders, and bankers engaging in private placements and raising capital.

Literature

State Status Total Credits Type Of Credit Approved Thru
AlabamaApproved1.00General12/31/2025
AlaskaApproved1.25GeneralOn-going
ArizonaApproved1.25GeneralOn-going
ArkansasApproved1.25GeneralOn-going
CaliforniaApproved1.25Participatory04/23/2030
ColoradoPending State Response0.00
ConnecticutApproved1.25GeneralOn-going
HawaiiApproved1.25General04/24/2027
IdahoPending State Response0.00
IllinoisApproved1.25General06/11/2027
LouisianaPending State Response0.00
MainePending State Response0.00
MissouriApproved1.50GeneralOn-going
MontanaApproved1.25General04/24/2028
NebraskaApproved1.25General04/23/2027
New HampshireApproved1.30General04/23/2028
New JerseyApproved1.50GeneralOn-going
New MexicoApproved1.30General04/23/2030
New YorkApproved1.50SkillsOn-going
North DakotaPending State Response0.00
OregonApproved1.25General04/24/2028
PennsylvaniaApproved1.00General06/11/2027
Puerto RicoPending State Response0.00
Rhode IslandPending State Response0.00
TennesseeApproved1.25General06/11/2026
UtahPending State Response0.00
VermontApproved1.25GeneralOn-going
West VirginiaApproved1.50GeneralOn-going
WisconsinApproved1.50GeneralOn-going
WyomingApproved1.25General06/11/2026

Speakers