Date

May 11 2023

The event is finished.

Continuing Legal Education (CLE) and Minimum Continuing Legal Education (MCLE) free online courses

Sign up for Carta’s free online CLE courses for lawyers and legal professionals in California and New York

 
Business Guide to Taxes:
Expiring Tax Incentives 

Amy Miller | Carta
Joshua Becker | Pillsbury Winthrop Shaw Pittman LLP
Kevin M. Jacobs | Alvarez & Marsal Tax, LLC
 Watch here
1.0 credit hour
Attendance verification survey
Compliance in Equity Reporting:
IRC 409A and ASC 718
Chad Willbur | Carta
Runar Sigmarsson | Carta
Watch here
0.5 credit hour
Attendance verification survey
Identifying and Combating Implicit Bias 
Isis Fabian | Next-Gen DEI Speaker & Coach
 
Watch here
1.0 credit hour
Attendance verification survey 
Structuring RSU Programs
Shawn Lampron | Fenwick
Michael Wu | Carta
Watch here
1.0 credit hour
Attendance verification survey
VC Funds and Crypto Funds:
Overviews and Comparisons

Rita Astoor | Carta
John Demeter | Khosla Ventures
Dave Rothschild | Cole-Frieman & Mallon LLP
Watch here
1.0 credit hour
Attendance verification survey

Carta’s online CLE courses are intended for practicing lawyers licensed in California (CA) and New York (NY) to receive MCLE credit. All CLE courses are free and have been approved for MCLE credit in California. New York attorneys should follow the New York Approved Jurisdiction Policy for the procedure to claim out-of-state CLE credits.

How to complete a CLE course:
Click “Watch here” above to register for a free course. Choose from four courses led by experts at Carta and partner law firms: Compliance in Equity Reporting, Structuring RSU Programs, VC Funds and Crypto Funds: Overviews and Comparisons, or Identifying and Combating Implicit Bias.

Complete the course or multiple courses at your own pace by starting and stopping the video.

How to receive your MCLE credit:
Complete this form after watching each of the MCLE-eligible virtual course(s). You must complete a separate form for each course viewed to receive a certificate of completion.

Once the form is submitted, a Carta representative will email your certificate of completion for your records.

For California MCLE credit:
California attorneys must retain their certificate of completion for at least four years from the date of course completion.

For New York MCLE credit:
New York attorneys should follow the New York Approved Jurisdiction Policy for the procedure to claim out-of-state CLE credits. California CLE is considered a “Group B” state. A NY attorney claiming credit for an out-of-state course should retain the following documentation for a period of at least four (4) years:

  • proof of attendance from the course sponsor
  • proof of accreditation by at least one of the New York Approved Jurisdictions 
  • proof that written course materials were made available
  • proof that the faculty included at least one attorney in good standing
  • for nontraditional-format courses (online, DVD, teleconference, etc.), proof of acceptable attendance verification

How to contact us:
Email us at cle@carta.com

How to be featured in the Carta CLE library:
See more information here.


Frequently asked questions

What is CLE?
CLE stands for “Continuing Legal Education.” Lawyers and legal professionals have certain CLE requirements that vary by state. 

What is MCLE credit?
MCLE stands for “Minimum Continuing Legal Education.” In California, MCLE credits are the way CLE activity is measured. 

What are the California MCLE requirements?
California lawyers must complete 25 hours of MCLE credits every three years, including four hours of legal ethics, one hour of competency issues, and one hour of elimination of bias.

What are the New York CLE requirements?
New York lawyers must complete 24 hours of CLE credits every two years, including four hours in ethics and professionalism; one hour in diversity, inclusion, and elimination of bias (DEI);  and one hour in mental health and substance abuse.

DISCLOSURE: This event is presented on behalf of eShares, Inc., dba Carta, Inc. (“Carta”). The content of this event is not, and no opinions or comments shared in this event should be treated or construed as, accounting, business, financial, investment, legal, tax, or other professional advice or services​​. This event is for information purposes only. The content of this event is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein and undertakes no obligation to update content. The opinions of the guests and host are their own and do not reflect the view of Carta or Carta’s affiliates. All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.