Wei Chen
Trevor A. Dutcher
Free Lesson

Show and Tell: M&A and Public Company AI Applications

60 min
Oct 9, 2026 10:30 AM

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What you'll learn

Rethink the M&A Workflow End to End

Learn how AI can handle M&A diligence, merger agreement issues, waterfalls, closing calendars, and post-closing payouts.

Automate the D&O and Proxy Prep Cycle

Learn what gets pulled from questionnaires, reports, and EDGAR, what rolls forward, and how to apply human judgement.

Keep Legal in Control of the Facts

Apply a practical model for AI workflows where lawyers stay accountable for facts and confirmations.

Why this topic matters

Deal work and public company disclosure are the most document heavy corners of corporate practice. Two lawyers show the AI workflows they built for that work: an M&A transaction walked end to end on a dummy deal, and the annual D&O questionnaire and proxy prep loop. You'll see what rolls forward automatically, where legal judgment still steps in, and what it took to build.

You'll learn from

Wei Chen

Wei Chen

CLO & EVP Regulatory Strategy, Infoblox; Founder, The Atticus Project

Trevor A. Dutcher

Trevor A. Dutcher

Founder & CEO of CorpTeam. 20+ years as an attorney and governance operator.

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