Resources

Explore our resource library for best practices, industry insights, and all things corporate governance.

November 22, 2024

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Adrian Camara

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Blog Posts

How FATCA Compliance Benefits from Subsidiary Entity Management

FATCA requires all U.S. taxpayers (people and entities) to report yearly all assets held outside of the country so that they can be taxed. By taxing these foreign-held assets, the U.S. increases its revenue stream, which is put towards its incentive account for job stimulation. Penalties are imposed on U.S. residents who do not report their foreign account holdings and assets that exceed $50,000 in value in any given year.

By
Adrian Camara
5/6/2023
All
Regulations & Compliance
Blog Posts

The Evolution of Entity Management Software: From Databases to AI-Driven Solutions

In the ever-evolving landscape of business management, the way organizations handle their entities has undergone a remarkable transformation. From the basic databases of the 1980s to the cutting-edge solutions of the 2020s, the evolution of entity management software has revolutionized the way companies track and manage their crucial information. In this blog post, we will delve into the key milestones that have shaped the entity management landscape over the past few decades.

By
Adrian Camara
17/5/2023
All
Entity Management
Blog Posts

Pillar 2 Global Minimum Tax Regime: Implications for Multinational Companies' Corporate Structures

The Pillar 2 global minimum tax regime, introduced by the Organisation for Economic Co-operation and Development (OECD), aims to address tax avoidance and profit-shifting by multinational companies. As part of the OECD's wider Base Erosion and Profit Shifting (BEPS) initiative, Pillar 2 is expected to significantly impact the way multinational companies organize their corporate structures. This article will discuss the impacts of the Pillar 2 global minimum tax regime on multinational companies and the potential changes to their corporate structures.

By
Adrian Camara
3/5/2023
All
Regulations & Compliance
UBO
Blog Posts

Employer of Record vs. Subsidiary: Choosing the Right Path for International Expansion

As businesses expand globally, they are often faced with the decision of whether to use an Employer of Record (EOR) or establish a subsidiary to support their growth into foreign markets. Both options have their merits and drawbacks, depending on the specific needs and goals of the company. In this article, we will discuss the advantages and disadvantages of using an EOR versus setting up a subsidiary to help business leaders make an informed decision for their international expansion.

By
Adrian Camara
28/4/2023
All
EMEA
Blog Posts

‍Staying Organized and Compliant: The Benefits of Business Entity Management Software for Corporate Housekeeping

Corporate housekeeping, also known as corporate maintenance, refers to the ongoing administrative and legal tasks necessary to maintain a company's compliance with local, state, and federal regulations, as well as ensuring that it operates smoothly and efficiently. Corporate housekeeping is crucial for a company to maintain its good standing, avoid penalties, and protect its directors and officers from potential liabilities.

By
Adrian Camara
28/4/2023
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Blog Posts

Why Spreadsheets Don’t Scale for Business Entity Management

This article highlights the limitations of using spreadsheets for business entity management, emphasizing issues with version history, audit trails, connecting supporting documents with data, automation, and permissions. Spreadsheets struggle to manage version history efficiently and lack built-in mechanisms for tracking changes, leading to errors and compliance risks. Furthermore, spreadsheets do not provide efficient methods for associating documents with specific data points, offer limited automation capabilities, and have basic access control features. As a result, organizations should consider adopting specialized business entity management software to improve security, traceability, and automation capabilities.

By
Adrian Camara
19/4/2023
All
Entity Management
Case Studies

Wesgroup Brings Entity Management In-House to Save Money and Manage Property Information :heart: 1

Wesgroup, one of Canada’s leading real estate firms, leveraged Athennian to streamline entity management for its 300+ entities, saving over $10,000 in external counsel fees while improving operational efficiency

By
Athennian Team
11/15/2024
All
Case Studies

How a Compliance Officer is Saving 8 Hours a Week With AML and KYC Requests Using Athennian

Discover how a Compliance Officer saves an hour daily by replacing manual spreadsheets with Athennian's centralized platform, leading to a 20% time reduction in handling AML and KYC requests.

By
Athennian Team
8/20/2024
All
Case Studies

Bosa Properties Securely Scales Automated Entity Data Across Legal, Tax, & Finance Teams

Before Athennian, Bosa Properties’ tax team was troubled with the paper chase that was particularly challenging during tax season. Finding a specific record could take up hours or a string of emails to other team members. With Athennian, the process is cleaner and more simplified.

By
Athennian Team
8/14/2024
All
Case Studies

How A Telecom Company Went From Scattered Entity Data to Unified Business Insights

See how a leading digital infrastructure and communications services provider adopted Athennian to replace paper binders and spreadsheets with Athennian’s automated entity management solution.

By
Athennian Team
8/14/2024
All
Case Studies

Graymont Replaces Document Chaos with Virtual Minute Book & Automated Compliance Tracking

Graymont resolves its disorganized document management challenge with Athennian, leading to improved efficiency streamlined compliance tracking.

By
Athennian Team
8/14/2024
All
Case Studies

Fengate Boosts Compliance Tracking & Data Ownership with Athennian

Fengate's legal team centralizes control on entity data and boosts data security by reducing reliance on outside counsel

By
Athennian Team
8/14/2024
All
Case Studies

NorthRiver Saves Money, Increases Accuracy, and Reduces Costs With Athennian

After experiencing a number of mergers and acquisitions, NorthRiver’s administrative workflow was disrupted in 2019, when the company’s external counsel took on responsibility for housing the minute books.

By
Athennian Team
8/14/2024
All
Case Studies

Large Construction Firm Achieves Annual Savings of 240k with Athennian

This company is a leading infrastructure construction company with projects that range from renewable energy infrastructure to complex transport networks and landmark skyscrapers. Their 2022 revenue was $4.7 billion.

By
Athennian Team
3/25/2024
All
Case Studies

Moodys Tax Law Reduces Transaction Closing Time By 99% With Athennian

A tax and accounting law firm with clients around the globe, Moodys’ trans-national tax law services are in high demand.

By
Athennian Team
5/3/2024
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Case Studies

Chiang Consulting Clients Decrease Non-Billable Hours with Athennian

A legal technology consultant requires best-in-class entity management software. Read about Chiang Consulting and how they use Athennian's entity management with their clients.

By
Athennian Team
5/6/2024
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Case Studies

Benevity Uses Athennian to Streamline Document Management

Benevity is the global leader in corporate purpose software, with clients that include brands such as Starbucks, Microsoft, Merck, and Visa. Since its founding in 2008, Benevity has expanded to over 1,000 employees in many countries around the world. As a result of the expansion, Benevity's in-house legal team realized that their legacy entity management software would need to be updated and found Athennian to be the right product fit.

By
Athennian Team
5/3/2024
All
Case Studies

Tech-Savvy Oziel Law Automates Workflows Using Athennian

Despite the team’s deep technological expertise and focus on innovation, Oziel Law struggled with its previous entity management platform. The software was not user-friendly and lacked a data backup mechanism. It was clear that the company needed to implement cloud-based business entity management software.

By
Athennian Team
5/3/2024
All
Case Studies

Dentons Cuts Entity Creation Time by 87% with Athennian

After their merger into Dentons, Bingham Greenebaum LLP (DBG) learned that their legacy corporate subsidiary management software was phasing out of business. A transition to modern business entity management software was both critical and time-sensitive. See how Athennian brings productivity and time savings to the DBG team. 

By
Athennian Team
5/3/2024
All
Case Studies

Commvault Anticipates Cutting Legal Operations Research Time by 75% with Athennian

Commvault's operations require numerous corporate compliance processes, often with short timelines that require speedy delivery of sensitive documents. See how Athennian reduced costs and improved processes for this legal operations team.

By
Athennian Team
5/3/2024
All
Case Studies

Case Studies: We Upgraded!

Here are real stories from Athennian users who've upgraded their entity management to a cloud-based, secure, and intuitive software!

By
Athennian Team
3/25/2024
All
Case Studies

Migrating a National Law Firm

Discover how Athennian helped a national law firm in Canada migrate data from two regional databases to create a collaborative, secure and cloud-based entity management environment for their national team of paralegals and law clerks.

By
Athennian Team
3/25/2024
All
Case Studies

Performance Paralegals

Learn how a small paralegal company with a commitment to technology solutions and up-to-date workflow, leveraged Athennian’s features to suit their unique needs.

By
Athennian Team
5/3/2024
All
Case Studies

Inter Pipeline

Learn how a one-woman paralegal team at Inter Pipeline, a mid-sized company with 20+ subsidiaries, uses Athennian to expedite and ease her entity management workload.

By
Athennian Team
5/3/2024
All
Case Studies

A Multi-Strategy Alternative Asset Manager

Learn how an in-house legal department migrated their data from spreadsheets to Athennian’s cloud in order to better manage their data, collaborate more efficiently, and save time in their day-to-day processes. 

By
Athennian Team
3/25/2024
All
Case Studies

A Multi-Location Healthcare Organization

Discover how a large healthcare organization with locations around the U.S. uses Athennian to maintain compliance & onboard new paralegals seamlessly.

By
Athennian Team
3/25/2024
All
Case Studies

KMSC Law LLP

After working with an outdated database that required cumbersome and manual processes, KMSC Law LLP decided to upgrade to the cloud, and reap the benefits of modern technology. Discover how Athennian supported KMSC Law LLP in their migration from ALF.

By
Athennian Team
5/3/2024
All
Case Studies

Canadian In-House Legal Department

Discover how Athennian helped one of the largest private Canadian companies migrate from a counterproductive and fragmented cloud-based entity management provider to save time and optimize workflows. 

By
Athennian Team
3/25/2024
All
Case Studies

Abrahams LLP

Discover how Athennian supported Abrahams LLP in their transition from MinuteBox, after experimenting with the platform and realizing it could not support their modern team.

By
Athennian Team
5/3/2024
All
Case Studies

Dunn Carney LLP

Discover how Athennian helped Dunn Carney LLP gain more control over their work day by upgrading to Athennian, and eliminating cumbersome processes in their previous entity management system. 

By
Athennian Team
5/3/2024
All
Case Studies

FBC

The Next Generation of Corporate Entity Software

By
Athennian Team
5/3/2024
All
Case Studies

MoneyKey

"Athennian helps us toscale our entity management program for over 2,000 entities."

By
Athennian Team
5/3/2024
All
EBooks and Guides

The Corporate Compliance Companion

Your Essential Guide to Streamlining Processes, Reducing Risk, and Centralizing Data

By
Athennian Team
1/2/2024
All
EBooks and Guides

Introduction to Transfer Pricing and ICAs

Transfer pricing, also known as TP, is a set of international tax laws that determine a company’s charges, such as royalties, service fees, and goods prices. These decide what is paid between connected entities within a multinational group and influence where profits are made and taxed.

By
Molly Greville
3/11/2021
All
EBooks and Guides

The Value of a Central Source of Truth

Entity management software is a business-critical tool for collaboration and compliance that aligns legal, tax, and finance departments. Having a central living source of truth where data can be accessed securely from anywhere allows organizations to increase business velocity while maintaining clean corporate data.

By
Athennian Team
4/1/2023
All
EBooks and Guides

The State of Entity Management in 2023

Download our 2023 report for upcoming trends, industry benchmarks, and more relating to the state of entity and subsidiary management.

By
Athennian Team
30/11/2022
All
EBooks and Guides

The Role Technology Plays In Employee Morale: How Legal Teams Can Improve Efficiency, Operations and Increase Employee Engagement With Tech.

This eBook, written by Ginevra Saylor (National Director, Innovation and Knowledge Programs at Gowling WLG & President of the International Legal Technology Association) describes how legal teams can improve efficiency, operations, and increase employee engagement with technology.

By
Athennian Team
10/6/2022
All
EBooks and Guides

Entity Tracking Spreadsheet Template

Leverage this template to manually track entities, ownership structures, and compliance requirements. Organize percentages, entity types, critical dates for filings and renewals, and more!

By
Athennian Team
9/3/2023
All
EBooks and Guides

Navigating the Future: Entity Management Software for Long Term Success

Entity management software plays a critical role in enabling companies to optimize operations for organizational success. It’s a business-critical tool that helps companies stay prepared for a host of concerns and issues that span all aspects of operations, such as:Compliance and regulatory changesEvolving corporate governance needs Economic uncertainty and financial distress Unexpected lawsuits and legal issues Cybersecurity concerns and data breachesOwnership and management transitionsMergers and acquisitions, initial public offerings, and other exit events

By
Athennian Team
24/10/2023
All
EBooks and Guides

Software Essentials for UBO Compliance

Simplify your compliance journey and ensure seamless UBO reporting processes. This guide provides practical examples from various countries' UBO regulations and covers the key facets software should possess to assist you in complying with UBO regulations effortlessly. Gain invaluable insights into UBO compliance, empowering your organization to meet regulatory requirements effectively and avoid potential penalties.

By
Athennian Team
21/6/2023
All
EBooks and Guides

Legal Innovation: Where to Begin?

Traditionally, the legal industry has been hesitant to embrace technology due to its longstanding history of ceremony and heritage. Commitment to technology is a new milestone in the legal landscape that is rapidly growing each day; however, an industry as novice to the benefits of technology as ours is may need guidance navigating different service providers. In fact, 38% of legal professionals struggle to assess the appropriate software solutions for their organization’s needs.

By
Zach Kent
18/10/2021
All
EBooks and Guides

How Mature Are Your Legal Operations? | Interactive Assessment

Curious to see how your organization’s operations function when compared to industry benchmarks? Take our short, interactive assessment to determine your legal operations maturity status, and receive customized recommendations and improvement areas. ‍

By
Athennian Team
17/1/2022
All
EBooks and Guides

Is It Time to Upgrade How Your Entities Are Managed?

Is your current entity management system functioning the way it should? Take our short assessment to discover where and how to upgrade your existing system to maximize productivity and profitability.

By
Athennian Team
16/3/2022
All
EBooks and Guides

Master Your Compliance: The Ultimate Checklist

Strengthen your organization's compliance framework with our comprehensive checklist. Designed to guide you through essential aspects of corporate compliance, use this checklist to identify areas for improvement and potential enhancements.

By
Shane Fast
30/1/2024
All
EBooks and Guides

Entity Management Software: A Buyer's Guide

Entity management software responds to a growing need across industries. From major corporations and financial services providers to tax and legal organizations, entity management challenges impact many aspects of business function. The right EMS is mission-critical.But in a marketplace crowded with software options, what should a buyer consider before purchasing?

By
Athennian Team
27/4/2023
All
EBooks and Guides

How Legal Technologies Bolster Corporate Compliance and Mitigate Risk

Written by Peter Nguyen (SVP, Legal, Associate General Counsel, and Assistant Corporate Secretary of The Descartes Systems Group Inc.) this eBook outlines how changing regulations have stress-tested the ability of corporations to respond swiftly. Meanwhile, reputation management has never been more important - as the lines between negative public sentiment and regulator enforcement grow closer. Good corporate governance is both increasingly more demanding and more difficult.

By
Athennian Team
4/4/2022
All
EBooks and Guides

How Mature Are Your Corporate Governance Practices?

Complete the assessment below to gain access to practical resources for improving your corporate governance maturity, including expert advice on corporate governance frameworks, ESG compliance, risk management, & more!

By
Athennian Team
18/4/2023
All
EBooks and Guides

Guide: Athennian for Asset Managers

Increase client confidence and find the answers you need in seconds by centralizing business data in Athennian. Unlock best-in-class security standards and workflows to automate reporting, compliance, regulatory workflows, ownership, and more

By
Athennian Team
23/1/2023
All
EBooks and Guides

Getting Started With Athennian: A Comprehensive Guide

In this guide, we'll cover the key basics you and your team should know before you begin the onboarding process. First, we'll introduce you to the Athennian teams who will support you throughout migration. Next, we'll give you an overview of the various levels of migration support Athennian offers, and a guide to the Athennian training process. Finally, we'll provide you with an onboarding roadmap, migration checklists, and tips and tricks from the experts on the Athennian team.

By
Athennian Team
30/8/2023
All
EBooks and Guides

Entity Management Starter Kit

Jumpstart Your Entity Management TransformationInvesting in a purpose-built entity management system is the best way to ensure that you have the specialized functions you need to optimize your team's productivity. Ensure you find a platform that mitigates legal compliance risk, increases efficiency, and has top-tier security systems by downloading our Entity Management Starter Kit, where you'll find case studies from real users, an assessment checklist, and more.Download the Starter Kit

By
Athennian Team
1/10/2021
All
EBooks and Guides

Due Diligence Checklist for M&A

The journey of mergers and acquisitions can be complex and overwhelming, but we've streamlined the process for you with our Due Diligence Checklist––a comprehensive guide designed to simplify your process and maximize your chances of success. Identify potential risks, seize hidden opportunities, and navigate the intricate web of legal, financial, and operational considerations. Download our checklist now and empower yourself with the knowledge and insights needed to conquer M&A due diligence.

By
Athennian Team
7/6/2023
All
EBooks and Guides

Case Study Bundle

Real Experiences with a Modern and Intuitive Entity Management SoftwareIt’s never been more necessary to access documents remotely and with ease. And with today’s rapid pace and the demand for swift and streamlined collaboration and communication, cloud-based data management is integral to efficient business.Below is a compiled list of success stories from customers who transformed their daily workflow by switching to a modern and scalable entity management system. ‍Download Here

By
Athennian Team
1/9/2021
All
EBooks and Guides

CANLIF Survey Suggests Tech Solutions to Combat Escalating Challenges

Last week the Canadian Legal Innovation Forum (CANLIF) released their first Legal Department Survey, comprised of data from over 80 decision-makers in corporate legal departments. Among those surveyed were general counsel, legal counsel, and legal operations from various industries, including financial services, education, technology, government, and real estate.

By
Athennian Team
16/8/2021
All
EBooks and Guides

Best Practices for In-House Entity Management

Without proper entity management, an organization can face reputational and regulatory risk that hinders their operational function. In a recent survey conducted by EY, 89% of companies reported escalating challenges in managing their legal entities. Learn more about how an in-house team can best manage their entities to combat these rising challenges by downloading this eBook.

By
Athennian Team
1/3/2022
All
EBooks and Guides

A Brand New Day in Entity Management

Learn more about maximizing your efficiency with best-in-breed software by downloading our eBook which includes the benefits of cloud-based software, Athennian case studies and more!

By
Athennian Team
21/1/2022
All
EBooks and Guides

CANLIF Legal Department Innovation Report

The Canadian Legal Innovation Forum published its first annual "Legal Department Innovation" report, focused on measuring innovation in Canadian Legal Departments.The report, released on July 13th, is free to download and provides key insights on the future of legal technology and innovation.Download Here

By
Athennian Team
13/7/2021
All
EBooks and Guides

Best Practices in Corporate Subsidiary Management

Avoid friction and delayed transactions by unlocking the legal industry’s best practices for corporate subsidiary management.Corporate entity information is business-critical data that makes its way into nearly every business process. Most seasoned legal professionals have seen transactions delayed because subsidiaries are not in good standing, have outdated appointee records, or encounter other administrative friction.Download the eBook‍This eBook Covers:Why subsidiary management is so hard to operationalize.Alignment on subsidiary governance framework.Why subsidiary management is important.Data governance in legal entity management software platform.Ongoing management of subsidiaries.

By
Athennian Team
4/11/2021
All
EBooks and Guides

Advancing ESG in 2024

A Guide to ESG Reporting, Investor Expectations, & Governance Best Practices

By
Athennian Team
30/1/2024
All
Webinars

The Company Secretary's Unique Challenges

This webinar, featuring Chartered Corporate Secretary and International Governance Professional, Onyeka Nweze, will explore the day-to-day challenges of the Corporate/Company Secretary. Engage in discussions on subjects such as technology trends, tips for effective leadership, strategies for personal growth, and the future of corporate compliance. Learn how this critical role contributes to your organization's overall compliance and governance and discover best practices and tech secrets for eliminating complexities.

By
Athennian Team
28/9/2023
All
Webinars

Explore Athennian: Live Demo

Gain exclusive insight into our product in this Live Demo featuring Athennian's product specialists and corporate governance experts. Explore specific pain points, dive deeper into our powerful solutions & get to know how Athennian can work for your organization in a low-commitment & hands-on way.

By
Athennian Team
1/9/2023
All
Webinars

M&A Must Haves: Why Entity Management Software is Business-Critical for Due Diligence

In this webinar, attendees will gain invaluable insights into the crucial role of entity management in the mergers and acquisitions (M&A) landscape. Learn the essential features and functionalities of software that streamline and enhance the efficiency of corporate transactions. Discover how entity management software empowers organizations to effectively manage entity data, ensure compliance, mitigate risks, and optimize post-merger integration processes. Don't miss this opportunity to acquire practical knowledge and best practices to maximize the success of your M&A endeavors.

By
Athennian Team
28/7/2023
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Webinars

From Chaos to Compliance: Streamlining Global Operations with Entity Management Software

This webinar, featuring Republic's legal operations manager Caroline Keller, will provide professionals with valuable insights into how entity management software can help maintain efficient global legal operations. Discover best practices for managing legal entities across multiple jurisdictions and hear real-world examples of how software has helped organizations transform their legal operations from a state of chaos to one of compliance.

By
Athennian Team
2/6/2023
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Webinars

Market Insights & Expert Advice | Athennian Unlocked

The Athennian Unlocked series provides valuable insights and practical advice for organizations looking to improve entity management processes, streamline business workflows, and learn from industry professionals about upcoming market changes. Experts share their expertise on a range of topics, including compliance, corporate transparency, governance, and risk management, and provide actionable tips for businesses of all sizes.

By
Athennian Team
27/4/2023
All
Webinars

Athennian Next Generation: 2023 Release Webinar

Access Athennian’s Next Generation showcase webinar! You’ll get to see our top product innovations of the last quarter as well as a glimpse into what’s coming in Q2. Our product and product marketing teams will present live demos and end the session with a Q&A. Get ready to discover even more ways to scale your central source of truth!

By
Athennian Team
31/3/2023
All
Webinars

The Devastating Effects of Mismanaged Subsidiary Governance: How You Can Learn from The Mistakes of Large Corporations

This webinar, hosted by Adrian Camara (Co-founder & CEO of Athennian) and Paul Sutton (Founder of LCN Legal), will dive into a causal analysis of corporate scandals and oversights that have led to severe financial and criminal penalties. Discover tangible ways to prevent the mismanagement of corporate data that befell companies like BlackRock & Holcim.

By
Athennian Team
9/2/2023
All
Webinars

Adopting Entity Management Software for Tax, Legal, & Financial Compliance

In this webinar, Kirsten Hansen (Director of Customer Success, Athennian) will outline best practices for adopting new technology, including change management, goal setting, and drafting a communication plan.Learn about the first-hand onboarding experience of Caroline Keller (Legal Operations Manager, Republic) and discover how her team’s technology choices have improved the operational challenges she faced as her organization grew. Unlock practical solutions for legal challenges, tips for taking on a technology project, and specifically, the pain-points that led her to adopt a cloud-based entity management software.

By
Athennian Team
19/12/2022
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Webinars

Making Moves In Your Career

Hosted by Nicole Burch (Athennian) and featuring guest speakers, Tara Kim Eberhart (IPMA) and Mary Munro (Borden Ladner Gervais LLP), this webinar will outline best practices in making the most of a career as a paralegal or corporate law clerk. Learn the strategic career moves of senior-level professionals, discover essential tools to network effectively, and understand how to leverage skills to make your own strategic moves.

By
Athennian Team
21/9/2022
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Webinars

Dive into Athennian: Live Demo

Dive deeper into Athennian during this live demo hosted by product marketing specialist Sydney Lawson and featuring panelists Kyle Marks (Director, Product Growth) and Jay Hedges (VP, Sales). Explore Athennian's most popular features, discover it's transformative workflows, and learn why hundreds of business professionals choose Athennian to power their entity and subsidiary management.

By
Athennian Team
18/8/2022
All
Webinars

CLOC Talk – Leveraging Entity Management Software for the Legal Ops Role

CLOC talk host Jennifer McCarron is joined by Carl Morrison, Director of Legal Operations and the Cosmopolitan Las Vegas, Tom Stephenson, Director of Legal Operations at Credit Karma and Kyle Marks, Director, Customer Success at Athennian. They discuss why legal operations professionals can leverage a tech stack, and why entity management software should play an integral role in that tech stack.

By
Athennian Team
18/7/2022
All
Webinars

U.S. Corporate Transparency Act

This webinar, hosted by Athennian CEO Adrian Camara and Customer Success Manager Charlé West, featuring guest speaker Michael Kline, Partner, and Assistant General Counsel at Fox Rothschild LLP, will provide a high-level overview of the new U.S. Corporate Transparency Act. Learn what FINCEN's Beneficial Ownership regime means for legal teams and how best to approach these upcoming challenges. Determine the risks and penalties for non-compliance, and unlock tech best practices to stay abreast of the new changes.

By
Athennian Team
30/6/2022
All
Webinars

Leveraging Technology to Avoid Mismanagement of Corporate Subsidiaries

In this webinar, hosted by Nicole Burch (Athennian), Lindsay Bushong (Athennian), and Paul Sutton (LCN Legal), learn why businesses with out-of-control legal entities lose millions of dollars, what critical pieces of data to watch for when managing your entities, and how to avoid lapses in management that leave devastating results.

By
Athennian Team
26/5/2022
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Webinars

The Importance of Growing Your Soft Skills

In this community webinar, hosted by Nicole Burch (Athennian), Tony Sipp (Manning & Kass, Ellrod, Ramirez, Trester LLP), and Karen Tuschak (Spider Silk Innovative Solutions), learn the significance of soft skills. Discover ways they can unlock career opportunities and learn tactical ways to identify the skills you already have and the ones you hope to develop.

By
Athennian Team
20/4/2022
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Webinars

Learnings From Legalweek

In this webinar, Terry Falk, Nicole Burch, and Lindsay Bushong (Athennian) spoke with Legalweek speaker, Karen Tuschak (Spidersilk Solutions) about industry topics, upcoming legal trends for the year ahead, and a deeper exploration of what was covered at Legalweek 2022.

By
Athennian Team
1/4/2022
All
Webinars

How to Successfully Adopt & Onboard Legal Technology

For most legal teams, partnering with a new technology vendor is a huge undertaking that goes far beyond the simple signing of a contract. In fact, successfully adopting and onboarding a new technology requires healthy preparation, strategic change management strategies, and thorough technical practices. This webinar, hosted by Karen Tuschak of Spider Silk Innovative Solutions and Nicole Burch and Kirsten Hansen of Athennian, will outline best practices to ensure your new technology partnership is streamlined, effective, and destined for success.

By
Athennian Team
23/2/2022
All
Webinars

Spreadsheets vs. The Cloud: The Benefits of Automating

In this webinar, Nicole Burch and Terrie Williams will discuss the benefits of transitioning to cloud-based entity management software, compare spreadsheet workarounds to automated solutions, and hear from real legal professionals who have upgraded to the cloud and enhanced their daily productivity and profitability.

By
Athennian Team
26/1/2022
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Webinars

Capturing Billable Time

This webinar, hosted by Nicole Burch (Athennian) and with guest speakers Angela King (Dentons US) and Laura Hopkinson (Dickinson Wright LLP), will discuss best practices for meeting your 2022 billable hour requirement, how to manage lawyer and client expectations, and more!

By
Athennian Team
14/1/2022
All
Webinars

How to Secure Budget for Legal Technology

In this webinar, hosted by Athennian’s Nicole Burch and Terry Falk, and thought leader Karen Tuschak (Dentons & Spider Silk Innovative Solutions) we’ll discuss the intricacies of budget planning. Learn what to prioritize in terms of financial investment and how to advocate for your most pressing needs. Discover positioning strategies for explaining ROI, and unlock best practices for using tech solutions for future-proofing your legal operations.

By
Athennian Team
9/12/2021
All
Webinars

Performance Reviews: How to Set Yourself Up for Success

Bring Confidence to Your ReviewIn this free webinar, hosted by Nicole Burch (Athennian), Angela Darrah (Gowling WLG), and Kathy Anderson (Bennett Jones LLP), we’ll discuss the importance of a paralegal or corporate law clerk’s performance review. Learn best practices for preparing for your review, tips for giving and receiving feedback, and how to hold yourself and your team accountable with a follow-up plan. Discover ways to use your review to your advantage, advocate for yourself, and more with three high-level and experienced corporate services professionals.What We Covered:The significance of performance reviews.Setting the right environment for your review.Feedback: How to give and receive positive and negative feedback.Staying accountable with a follow-up plan.

By
Athennian Team
18/11/2021
All
Webinars

Mastering Legal Document Automation

In this Webinar, Kenny Laurin and Nicole Burch (Athennian) discuss the benefits of document automation with Karen DiMartino (Cassels LLP). Learn why consistency and efficiency are critical to daily workflows and how you can achieve it through leveraging technology. Discover best practices for successful document automation, unlock tips for grasping the learning curve, and hear how a legal professional with a limited tech background was able to transform her productivity through mastering legal coding. Access the Webinar‍What We Covered:The common challenges in legal document coding.How to be successful in document automation through repeatability and clearly defined processes.How to evaluate the scope of your automation project.How to approach document automation with limited prior coding knowledge.

By
Athennian Team
21/10/2021
All
Webinars

How In-House Legal Teams Can Improve Operational Efficiency Company-Wide

In this webinar, Charlé West and Lindsay Bushong of Athennian will discuss the benefits and practical implementations of department-wide operational alignment. Discover solutions for optimizing workflows, developing and maintaining auditable systems, collaborating on standardized documents, and more! Learn practical ways to actualize company-wide efficiency for a streamlined and profitable department.Access the Webinar‍What We Covered:How to organize task management, such as corporate transactions & annual report filings.Tips for improving interactions between legal teams and other departments.Processes for maintaining consistent legal documents and forms.Automated solutions for efficient workflows that maintain data integrity.

By
Athennian Team
23/9/2021
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Webinars

How to Streamline Your Entity Management with Technology

What We Covered:What is entity management and current challenges facing legal teams?How technology can be leveraged to streamline entity management.Why legal teams should invest in entity management software?How Athennian can help.

By
Athennian Team
29/8/2021
All
Webinars

Balancing Priorities & Deadlines

Paraprofessionals know how complex it is to balance a laundry list of priorities and, at the same time, manage “urgent” tasks assigned by various lawyers and clients. It can feel daunting to ensure that everyone’s needs are met while maintaining a steady workflow and efficient time management. How are paraprofessionals navigating these tricky situations?Join Canada's top law firm managers in discussing their experiences. We'll also be evaluating topics such as: How to work and communicate with different personalities in the workplaceHow to establish strong and long-lasting professional relationships while creating a brand for yourself in the industryAccess the WebinarWhat We CoveredHow to work and communicate with different personalities in the workplace.How to establish strong and long-lasting professional relationships while creating a brand for yourself in the industry.

By
Athennian Team
16/6/2021
All
Webinars

Docketing Your Time: Issues and Solutions

What We CoveredThe stress of docketing.Solutions to help capture billable time.

By
Athennian Team
11/5/2022
All
Webinars

Look back on Coca-Cola's IRS Transfer Pricing Dispute

What We Covered:What went wrong during Coca-Cola's IRS transfer pricing dispute.How to avoid that moving forward.Technology's role in eliminating risk.

By
Athennian Team
29/4/2021
All
Webinars

The Remote World's Reality: Connected or Micromanaged?

What We Covered:Feeling overwhelmed by an increase in meetings?How to stay productive without feeling overwhelmed by demands.and more!

By
Athennian Team
13/1/2021
All
Product Updates

Unlock Precise Control: Athennian's Enhanced Roles & Permissions

In the rapidly changing world of corporate governance, streamlined data access isn't just a perk—it's a necessity. Enter Athennian: reshaping the landscape with its latest roles and permissions enhancements, giving administrators unparalleled control over data access dynamics.But what does this mean in real-world scenarios? How does Athennian's advanced system play out on the ground, whether you're in the heart of a bustling law firm or the complex web of a multinational corporation? Let's dive into a couple of illustrative use cases that showcase Athennian's adaptability.

By
Athennian Team
29/9/2023
All
Product Updates

August Updates at Athennian: Enhancing Efficiency and Functionality

As we strive to provide you with an exceptional experience, we're excited to announce a series of updates and improvements to Athennian this month. These updates are designed to make your workflows smoother, document generation more versatile, reporting more insightful, and navigation more intuitive. Let's dive into the details of what's new:

By
Sydney Lawson
25/8/2023
All
Product Updates

Athennian's Q2 Release Recap

Tailor your Athennian experience with new data customization and viewing capabilities.

By
Sydney Lawson
2/8/2023
All
Product Updates

Athennian Next Generation: 2023 Release

We’re excited to introduce the latest version of our cloud-based entity management and business workflow platform: Athennian Next Generation. Athennian Next Generation allows business teams to scale their central source of truth.

By
Athennian Team
4/4/2023
All
Product Updates

Improved Charts: Summer 2022 Release! 

n August 2020, Athennian acquired Redox Technologies, a software company focused on building corporate org charts. This was our first step to offering org charts that represent the corporate structure of a group of entities better, more efficiently, and more intuitively than before. The main initiative of this project was to replace our initial org charting engine with Redox, enabling us to ensure data integrity in org charts and more accurately structure data in an easy-to-use interface. With this new engine, we have opened the door to take our org charts to the next level. At first glance, this will be most noticeable through the cleaner and more modern appearance. You can expect to be able to do everything you can do in our existing org charts, plus more. With the upgraded engine comes some new and exciting features. Read on to learn about what you can expect with this new update in Athennian.

By
Jordan Rindahl
7/7/2022
All
Product Updates

Athennian + iManage Cloud

The Athennian integration with iManage Cloud makes maintaining documents and managing entities even easier by enabling the products within your daily workflows to communicate with one another.

By
Jordan Rindahl
9/2/2022
All
Product Updates

Introducing the Athennian Resource Center!

We are always looking for ways to better serve you. With our all-new Athennian Resource Center, you’ll be able to reach our support team and access missions, videos, and help articles all in one place!

By
Athennian Team
21/10/2021
All
Product Updates

August Product Update from Athennian

In the month of August, Athennian’s product and customer success teams worked hard to bring significant updates to the platform, based on user feedback. We focused on improving the most commonly used features in Athennian: Document Automation, Transactions, Virtual Minute Books, and Entities.

By
Athennian Team
31/8/2021
All
Product Updates

July Product Update from Athennian

Athennian is the best place to manage documents, transactions, share certificates, org charts, and other types of dynamic entity data. As we quickly progress through the summer months, our product team has made great strides towards building out important new features that will exponentially increase flexibility and customization in Athennian.

By
Athennian Team
30/7/2021
All
Product Updates

Latest From Product: Introducing Bulk Edit Stock Transactions

Closing dates, per-share purchase prices and other variables often change during a transaction. Updating each variable one-by-one across dozens or hundreds of issuances is extremely time consuming.

By
Jordan Rindahl
20/7/2021
All
Product Updates

Signature Blocks: Consistent, Professional, Easy

Signature blocks are a critical component of high-volume documents used in legal entity and corporate secretarial management (for example, board consents, shareholder resolutions, and stock certificates).

By
Sydney Lawson
2/7/2021
All
Product Updates

June Product Update from Athennian

Athennian users provide us with thoughtful, practical feature updates that we aim to incorporate into our product updates. Athennian’s platform updates makes entity management even easier, with updates and new feature releases occurring every week.

By
Athennian Team
30/6/2021
All
Product Updates

May Product Update from Athennian

In the month of April, Athennian’s product and customer success teams worked hard to bring significant updates to the platform, based on user feedback. We focused on improving the most commonly used features in Athennian: Custom Reports, Virtual Minute Books, Transactions, and Teams.

By
Athennian Team
31/5/2021
All
Product Updates

April Product Update from Athennian

In the month of April, Athennian’s product and customer success teams worked hard to bring significant updates to the platform, based on user feedback.

By
Jordan Rindahl
3/5/2021
All
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