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Presenter: Patrick D. Daugherty and 5 more

Seminar Date:

Seminar Location: Rosemont, IL

Hyatt Place Chicago/O’Hare Airport
Rosemont, IL 60018
Phone: 224-563-1800

This seminar is closed or full.


Registration:                        8:00 - 8:30 am

Morning Session:                8:30 am - 12:15 pm

Lunch (On your own):         12:15 - 1:15 pm

Afternoon Session:             1:15 - 5:00 pm

A Bit About Technology: The Tools That 
Make Blockchain and Its Applications Tick
N. Rosario

   What is new here?
   Networks: centralized, peer to peer
   Ledgers: centralized, distributed
   Cryptography: hashing, digital signatures
      - Blockchain
      - Cryptocurrency
      - Smart contracts
      - Decentralized autonomous organizations

The Past, The Present, and The Future of Smart Contracts
Z. Smolinski

   What is a smart contract? A brief overview of electronic agreements
   The intersection of blockchain technology and smart contracts
   The promise of smart contracts versus the current reality
   Improvements to creating and using smart contracts that may be coming

Blockchain and Real Estate
R. Schwarz

   Why real estate is the perfect industry for blockchain innovation
   Smart contracts and real estate
   Records, transactions and REITs
   Innovations in real estate – what’s happening today

Minimizing the Litigation Risk for Companies  
Deploying Blockchain Solutions or Acquiring Crypto Assets
J. Steffen
   Compliance programs and collaboration with regulators
   Disclosure of crypto-investments and the attendant risks
   Litigation exposure for blockchain, crypto, and the crypto-adjacent
   Antitrust, data security, and other legal concerns
   After the storm: do I have insurance to cover this?

Investing in Blockchain: Forensic Accounting for Crypto Assets
J. Pope

   The myth of anonymity and blockchain as an immutable public ledger
   Data breach and cyber-fraud misunderstandings – the role of
      internal controls
   Overview of relevant cases
   Asset tracing investigations – traditional assets versus digital assets
      on a blockchain
   Blockchain investigation and analysis tools
   Anti-money laundering (AML) regulations – how and why are they relevant for crypto assets
   Innovations in crypto assets and constantly evolving technologies

Applications of Blockchain Tech in Financial Services
P. Daugherty

   Investment characteristics of crypto assets
   Proper legal characterization of crypto assets
   SEC procedures and views
   Securities tokens

Credit Information:

Who Should Attend

  • Accountants/CPAs
  • Attorneys
  • Certified Financial Planners

     8.0 CPE Hours

     7.0 Illinois CLE Hours

Certified Financial Planners
     8.0 CE Hours

Continuing Education Credit Information

 This seminar is open to the public. This intermediate-level course offers 8.0 CPE credit hours to accountants , based on 50 minute hours, in the area of investment planning. A basic understanding of investing and cryptocurrency is recommended, and no advance preparation by attendees is required.

HalfMoon Education Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org. Complaints can also be directed to Doug Chapman at doug@halfmoonseminars.org. Sponsor No. 103015.

This course is approved for 7.0 general CLE hours for Illinois attorneys.

HalfMoon Education Inc. is a CFP Board-Registered continuing education Sponsor. The Certified Financial Planner Board of

Standards, Inc. has granted 8.0 hours of continuing education credit for the completion of this seminar.

Attendance certificates will be available after the seminar for most individuals who complete the entire event. Attendance certificates not available at the seminar will be mailed to participants within fifteen business days.


Patrick D. Daugherty

Patrick D. Daugherty is a partner with Foley & Lardner LLP in Chicago and New York. Mr. Daugherty is a corporate, M&A, finance and SEC lawyer who advises executives, entrepreneurs and investors on strategic transactions and governance. He also leads Foley’s Blockchain Task Force of forty lawyers. As both deal-maker and trusted counselor, Mr. Daugherty uses more than 35 years of experience in global markets and at SEC headquarters in Washington to customize solutions for clients. A graduate of Northwestern University and of Cornell Law School, Mr. Daugherty clerked in the Southern District of New York, is an elected member of the American Law Institute, and belongs to the Bar in five different states.

Joseph Pope

Joseph Pope is a Principal for Global Economics Group, an international independent disputes and regulatory consulting firm. He is a Certified Public Accountant (CPA), Certified in Financial Forensics (CFF) and Certified in Blockchain for Accounting and Finance with more than 25 years of forensic accounting, independent investigation and consulting experience. Mr. Pope has extensive experience in analyzing economic damages, lost profits, financial reporting issues, contract disputes, post-acquisition disputes, enterprise valuations and commercial fraud. He has consulted clients in a wide range of industries including financial services, insurance, higher education, healthcare, digital currency and blockchain, telecommunications and public utilities. Prior to joining Global Economics Group, Mr. Pope was a managing director at Stout where he consulted lawyers and their clients involved in complex business disputes and forensic investigations. Prior to Stout, he was a founder and managing director at Huron Consulting Group and started his career at Arthur Andersen. Mr. Pope is a member of the American Institute of Certified Public Accountants, the Illinois CPA Society, and is a Treasurer and Finance Chair on the Board of Wellness House, a Board Member of Wellness House Foundation, and a member of the Finance Committee of the Chicago Bar Foundation.

Nelson M. Rosario

Nelson M. Rosario is a co-founder of Smolinski Rosario Law in Chicago. He is an attorney with a diverse set of skills and experience gained from working in private practice for multiple IP boutique law firms in Chicago, for the legal department of a large multi-national consumer electronics corporation, and for a federal magistrate judge. Prior to becoming an attorney, Mr. Rosario worked as an election official for a government agency. His practice has a strong focus on intellectual property, particularly patents and trademarks, and in legal issues related to blockchain and cryptocurrency. Mr. Rosario has a background in computer science, and he writes and speaks regularly on emerging technology issues relevant to attorneys and entrepreneurs. In addition, he teaches a class called “Blockchain, Cryptocurrency, and Law” at Illinois Tech, Chicago-Kent College of Law covering the legal and technology issues surrounding the blockchain space. Mr. Rosario is the founder and organizer of BLOC (Blockchain Lawyers of Chicago), a blockchain networking group in Chicago. He earned a JD degree from Illinois Tech - Chicago Kent College of Law, a B.S. degree in Computer Science from Florida State University and, a B.A. degree in History and Political Science from the University of Minnesota.

Rachel Schwarz

Rachel Schwarz is an associate with Freeborn & Peters LLP in theReal Estate Practice Group and a member of the Emerging TechnologiesIndustry Team. She concentrates her practice in the area of commercialreal estate, with an emphasis on acquisitions, dispositions, financing,leasing, and development. Her experience includes drafting purchaseand sales agreements, commercial leases, mortgages, and easements,and performing title reviews and other due diligence for real estatetransactions. Ms. Schwarz also has a significant interest in blockchaintechnology and the potential it has to streamline and revolutionize realestate transactions. She stays apprised of blockchain industry news andis a member of the Emerging Technologies Industry Team within the firm.Prior to practicing law, Ms. Schwarz worked as a commercial real estatebroker, providing her with a unique perspective in negotiating real estatedeals. She earned her J.D. degree from Washington and Lee UniversitySchool of Law.

Zach Smolinski

Zach Smolinski is a co-founder of Smolinski Rosario Law in Chicago. He is an experienced general counsel having a focus on intellectual property, transactional, and mergers and acquisitions law and a strong interest in emerging technologies. Mr. Smolinski’s skills include evaluating and negotiating license agreements and cloud services contracts, coordinating IP due diligence for investors and purchasers, and working with founders and executives to optimize their companies’ legal strategies. He is a registered patent attorney with a background in physics. Mr. Smolinski presents regularly on legal matters of importance to founders, executives, and investors and, he coordinates and speaks monthly at BUZZ, a blockchain discussion group in Chicago. Mr. Smolinski graduated from the University of Illinois College of Law with a J.D. degree. He received a B.S. degree in Physics from Illinois State University.

Justin C. Steffen

Justin C. Steffen is a litigator for Fortune 500 and FinTech companies, a (late-in-life) technophile, and a legal futurist. By day, he is a partner at Jenner & Block LLP where he serves as a co-founder and leader of Jenner’s FinTech and Blockchain practice groups. Mr. Steffen routinely represents clients in large, “bet-the-company” litigation and internal investigations, and he helps online lenders, payments companies, and blockchain/cryptocurrency companies navigate the evolving regulatory and legal environment. Recently, he defended a subprime lending subsidiary of a large multinational corporation in a three-week, $1 billion Federal trial. By night, he is a technophile and blockchain devotee. Mr. Steffen was recently named an emerging leader by BAI and a FinTech Trailblazer by the National Law Journal, and he frequently educates, speaks, and writes on blockchain, algorithmic lending, and other financial technologies. Among other engagements, he spoke at the 2017 Fin(Legal) Tech Conference, the FinTank Chicago Blockchain summit, and the Block(Legal) Tech Conference that he co-organized. In the coming months, he is scheduled to speak at the FinTech Symposium and Lend360, and he is to serve as an adjunct professor at Loyola University School of Law, teaching a class on FinTech and the Law. Mr. Steffen is also the founder and chair of the Chicago Bar Association’s recently-formed Financial and Emerging Technologies Committee and a frequent FinTech commentator who has published articles in Law360, FinTech Weekly, Business Insurance Journal and LegalTech News.

Tuition Costs:

Standard Tuition: $279.00
Online Tuition (pre-registration): $279.00
Group Prices
3 or more People: $259.00

Each registration includes one copy of a manual prepared by the seminar speakers.