Legal Essentials Workshop for early-stage tech companies on March 7 will provide sound advice from top-notch attorneys.

Are you a tech company founder? Join the CleanStart team for Legal Essentials for Early Stage Tech Companies on March 7. Three top-notch attorneys will review the legal issues most important for the continued success of your company. Topics to be covered include founders’ agreements, stocks & securities, intellectual property, employee agreements and more! There will be ample time for you to get your most pressing questions answered in this interactive workshop.

This workshop provides founders of early stage tech companies with a grounding in fundamental legal issues that can critically affect their likelihood of success. The goal of the workshop is to provide attendees with the tools necessary to spot significant legal issues, avoid some of the most common legal pitfalls and establish solid legal foundations for their ventures. Bring your questions–this interactive sessions will provide ample opportunity for Q&A! Lunch will be included.

When: Tue, March 7, 2017, 8:30 AM – 1:00 PM PST

Where: 801 K St STE 2800 Sacramento, CA 95814



Topics to Be Covered


  • Founders Agreements
  • Entity Selection
  • Corporate Record Keeping Requirements

Stock Issuance and Securities Compliance

  • Vesting Owners Shares
  • Stock Incentive Plans
  • Stock Valuation
  • Building Your Team

Employment agreements

  • Equity compensation
  • Employee vs Contractor

Intellectual Property

  • The fundamentals of copyright, trademark, patent and other forms of intellectual property (IP) protection
  • Securing IP rights from founders, employees, consultants and vendors



Presenter Bios

Douglas Bosley
Partner, Bosley Till Neue & Talerico LLP

Douglas Bosley represents entrepreneurs and their businesses at all stages from inception to exit. Mr. Bosley is a founding partner at Bosley Till Neue and Talerico (BTNT). Prior to BTNT, Mr. Bosley gained more than a decade of sophisticated corporate and securities transactional experience at some of the world’s largest corporate law firms. With offices in Sacramento and Newport Beach, BTNT focuses on financings (venture capital, debt, private equity), mergers & acquisitions, securities law, technology and other business transactions, restructuring, workout and insolvency matters, as well as general corporate and governance matters. Mr. Bosley’s clients cover many industries, including technology, healthcare, franchising, professional services, retail, real estate and natural resources and the firm also represents angel and VC investors. Mr. Bosley currently serves on the Board of Directors of SARTA, the Advisory Board of HackerLab, and the Board of Directors of UCP of Northern California. He earned his law degree with high honors from Duke University School of Law, and holds an economics degree from CSUS.

Mary E. Farrell
Founder, Farrell Law Group

Mary E. Farrell, founder of the Farrell Law Group, is a litigator with 22+ years of experience and expertise in representing employers of all sizes. Mary works closely with clients to develop credible litigation avoidance strategies in high-risk employment disputes as well as navigating daily personnel challenges. Mary has experience handling individual harassment, discrimination and retaliation claims, contract & tort-based employment litigation, whistleblower actions, unfair competition & trade secret litigation as well as class action wage & hour claims. Mary is a frequent speaker on employment law trends and emerging issues and has been recognized as a 2016 Northern California Super Lawyer. She was also awarded this recognition every year since 2010. Mary has been selected for inclusion in Sacramento Magazine’s Top Lawyers list for 2015 and 2016 and was recently selected by her peers for inclusion in The Best Lawyers in America 2016 and 2017 in the field of Litigation/Labor & Employment. The Farrell Law Group has also been named to the “Best Law Firms” 2017 list.

Bradley P. Heisler
Patent Attorney, Heisler & Associates

Brad Heisler received his Juris Doctor degree from the University of California, Davis, School of Law in 1991, and is registered with the US Patent and Trademark Office as a patent attorney. Brad has filed and prosecuted hundreds of patent applications into patents both in the U.S. and overseas. He has also registered hundreds of trademarks. In addition, Brad has been involved in patent, trademark and copyright litigation, has assisted clients in licensing and selling their inventions to industry and has procured intellectual property rights in foreign countries. Brad established Heisler & Associates in Roseville, California in 1994. Previous to this, he spent five years as a law clerk and associate attorney with the Law Offices of Bloom & Kreten in Sacramento, California. Brad received a Bachelor of Science in Engineering degree with honors from Walla Walla University in 1988. Brad’s studies covered a broad range of disciplines including machine design, engineering materials, thermodynamics, circuit analysis, computer programming, control systems and instrumentation.