Presentation Library

Simmons Perrine Moyer Bergman PLC attorneys educate clients via email updates and regularly scheduled webinars. If you would like to invite one of our attorneys to present for your business or organization, or if you have a specific topic that you are interested in learning about, please contact us.

Contact us if you would like to receive a PDF copy of any presentation listed below. 

Banking and Finance

• Protecting Seniors from Financial Abuse and Detection and Prevention of Fraud, 2022 (PDF | Recording)
• Regulatory Changes and Case Law Updates, 2022 (PDF | Recording)
• Executive Compensation and Non-Competes and Non-Solicitation Agreements, 2022 (PDF | Recording)
• Minimizing Risks of Problematic Ag Loans, 2021 (PDF)
• Lending to Trusts, 2020 (PDF | Recording)
• Perfecting Security Interests in Government Payments, 2020 (PDF | Recording)
• Preparing for Chapter 12 Farm Bankruptcy, 2020 (PDF | Recording)
• Commerical, Ag and Business Collections in Turbulent Times, 2020 (PDF | Recording)
• Cryptocurrency and Cybersecurity, 2019 (PDF | Recording) 
• The Next Economic Downturn: Are You Prepared, 2019 (PDF | Recording)
• Borrower Considerations Regarding Marijuana and Marijuana Related Business, 2018 (PDF | Recording)
• Minimizing Risks of Problematic Ag Loans, 2018 (PDF | Recording)
• Iowa Agriculture Mortgage Foreclosures and Related Issues, 2018 (PDF | Recording)
• Automatic Stay Violations and Chapter 12 Update, 2018 (PDF | Recording)
• USLAW Banking and Finance In-House Counsel Forum Ethics Panel, 2017 
• Commercial Lending Case Law Update and Changes to the Military Lending Act, 2016 (PDF | Recording)
• Banking Mergers & Acquisitions with Lawrence Advisory Services, 2016 (PDF | Recording)
• Historic Tax Credit, 2016 (PDF | Recording)

Wills, Trusts, Estate Planning and Probate Law

• What's New, What's On the Horizon, and What Estate Planning Professionals Should Be Talking About with Their Clients in 2023 and Beyond, 2023
• Buy Sell Agreements – Best Practices, Tips, and Traps, 2023
• Addressing the Unique Challenges Faced by Iowa Farm Families and Other Business Owners, 2023
• Tips for Gift Tax Returns, 2022
• Advanced Tax-Sensitive Estate Planning Concepts for Rural Professionals, 2022
• Basic Estate Planning Concepts Every Farm Manager & Rural Appraiser Should Know, 2022
• Trusts and Estate Update: What's New and Exciting in Estate Planning and Trust Administration for Iowans and their Advisors, 2022
• Introduction to Estate Planning, 2022
• Planning During Times of Uncertainty, 2021
• Life Insurance and Retirment Benefits, 2021
• What Should Attorneys be Doing Now to Prepare for Potential Federal Tax Law Changes, 2021
• Estate Planning During Times of Uncertainty, 2021
• Estate Planning with Discounts, 2021
• Estate and Income Tax Issues and Planning, 2021
• GRATs, Grantor Trusts and Similar Techniques, 2021
• Introduction to Estate Planning, 2021
• Tax Plans of Presidential Candidates, 2020
• Remote Online Notary, 2020 
• Trust Revitalization Provisions, 2020
• The Secure Act, 2020
• Philanthropy in Iowa in 2019: Challenges and Opportunities, 2019
• The Disposition Directive and How Iowa’s Laws Affect the Deceased and their Family at the Time of Death, 2019
• How Planned Giving and Development Professionals are Perceived by Affiliated Estate Planning Professionals: Data from Iowa and the Big 12 Region, 2019
• Medicaid and Long-Term Care Planning, 2019
• Step-Up Basis Rules and Planning, 2019 
• Charitable Gift Planning, 2019 
• Revocable Trusts, Clayton QTIPs and Disclaimer Planning, 2019 
• Planning After the 2017 Tax Act, 2019 

Labor & Employment Law

• Equal Pay, 2024
• Severance Agreements: When and How to Implement; Whether to Negotiate; and New Updates based on the Speak Out Act and Recent NLRB Ruling Impacting Confidentiality and Non-Disparagement, 2023 
• Work-From-Home and Reasonable Accommodation Issues Post-COVID, 2023 
• Workplace Accommodation Requirements Regarding the Pregnant Workers Fairness Act (PWFA) Effective June 2023 
• Developments in Protected Leave, 2023 
• Case Study on Employer Investigation of Discrimination in the Workplace, 2023
• Concerned About an Employee’s Physical or Mental Ability to Perform the Job? 2019
• Drug Testing Update: Are Pre-Employment Cannabis Tests on the Way Out? 2019
• Recent NLRB Decisions and the Potential Impact on Employers, 2019
• Dealing with the Return of Social Security No Match Letters and How to Properly Use the SSN Verification Service, 2019
• Is the Standard Advice on Documenting Performance Issues and Performance Improvement Plans Correct? – Lessons from the Courtroom and the Manager’s Office, 2019 
• Second-Time Around: Updates to Overtime Regulations Scheduled to Go Into Effect on January 1, 2020, 2019 
• Department of Labor New Overtime Regulations Update, 2019 
• Managing Employee Terminations, 2019 
• Dos and Don’ts for Paid Time Off, 2019
• Immigration Compliance Update, 2019
• Laws Surrounding the Fair Labor Standards Act, 2019 
• FMLA Case Studies to Help Guide Employers, 2018 
• Avoiding Legal Issues Made by Entrepreneurs, 2018 
• Implicit Bias and How to Address the Workplace, 2018
• Unconscious Bias and How It Impacts Your Workplace, 2018 
• Employment Law: Everything You Were Afraid to Ask, 2018 
• New Harassment Training: How to Update your Training in the Post-Weinstein Era, 2018
• ADA Problems and How to Avoid Them, 2018 
• Non-Compete / Non-Solicitation Agreements, 2017
• ADA/FMLA/Case Law Update, 2017
• The Family and Medical Leave Act and the Americans with Disabilities Act, 2017
• How to Avoid the Top 10 Employment Mistakes Made by Entrepreneurs and Growing Businesses, 2017
• Top 10 Workplace Law Developments to Expect from the Trump Administration, 2017
• Harassment in Today’s Workplace: Identifying, Preventing, Training and Trending Developments, 2017 
• Immigration Compliance and Form I-9 in the Workplace, 2017 
• Mental Illness in the Workplace, 2016
• Navigating the FMLA Part I: Nuts and Bolts, Forms and Practical Tips, 2016
• FMLA and ADA Implications Related to Employee Mental Health, 2016

Attorney CLE

• I Don't Belong - Imposter Syndrom in the Legal Profession, 2023
• Diversity, Equity and Inclusions and How Can and Does it Impact My Workplace, 2022
• Remote Online Notary, 2020
• How Planned Giving and Development Professionals are Perceived by Affiliated Estate Planning Professionals: Data from Iowa and the Big 12 Region, 2019 
• ACC Fall Symposium: Ethical Issues Facing In-House Counsel, 2017

*Disclaimer: Our presentations are intended for general information only and are not intended, nor should they be construed or relied on, as legal advice. Please contact your attorney if specific information is desired.