Training Programs

Bates Group training programs help to prepare your team for success.

In-House and Law Firm Training: Prepare for the Regulators and the anticipated Litigation Surge

By Appointment: Please reach out to our CLE/Program Coordinator to book a complimentary team training program

Reg BI Team Training – Prepare Your Team with Confidence

Bates Compliance offers private team training to help your team and management successfully implement and adhere to the SEC’s Regulation Best Interest and Form CRS standards in time for the June 30th deadline. Extra time will be allotted for Q&A with our experts and consultants. Get your team up to speed today!

Form CRS Team Training – Prepare Your Reps, Management and Counsel with Confidence

Bates Compliance offers private team training to help you successfully implement and adhere to the SEC’s Form CRS standards and bring your time up to speed for the June 30th deadline. Extra time will be allotted for Q&A with our experts and consultants.

Increased Social Distance Means an Increase in Social Media Evidence (CLE)

Join Bates Managed Discovery Team Leader Victoria Wilken-Farrell and Consultant Learon Bird for this CLE program focusing on social media e-discovery best practices and how your legal team can leverage your discovery approach to prepare for the potential litigation surge. Extra time will be allotted for Q&A with our experts and consultants.

ABC’s of Financial Schedules (CLE)

Join the Bates Retail Litigation and Analytics teams to learn how to read and interpret financial schedules. Whether you are a new or seasoned litigator, this program will help your team achieve litigation success while preparing them for the potential litigation surge due to COVID-19. Extra time will be allotted for Q&A with our experts and consultants.

Evaluating FINRA Arbitrators (CLE)

Join the Bates Retail Litigation team for a discussion concerning FINRA arbitration selection and the various types of information and resources available to help you save time and achieve arbitrator selection success. Prepare now to ready your team in the event of a litigation surge. Extra time will be allotted for Q&A with our experts and consultants.