Welcome to an Investor’s Guide to Cannabis Businesses. This course includes a brief overview of the legal cannabis industry and how the cannabis market has evolved in recent years. Next, you will learn about the cannabis industry supply chain, as well as underwriting tips and tools for cannabis companies. Finally, you will discuss the current regulatory market and the potential impact of pending legislation. 

Cannabis Business Essentials

Training for Banks: Learning Pathway 

Investor Education Pathway

In this video, expert Al Foreman, Managing Partner and Chief Investment Officer at Tuatara Capital, provides an introduction to his experience in the finance industry.

Intro to An Investor's Guide to the Legal Cannabis Industry

In this video, Al Foreman provides an overview of legal cannabis in the past 30 years. From California's Prop 215 in the mid 1990s to Colorado and Washington's adult-use programs in 2014, he traces the advancement of cannabis legalization in the U.S. and Canada.

A Brief Overview of the Legal Cannabis Industry

In this video, Al Foreman discusses the 2009 Ogden Memo and explains the importance of the 2013 Cole Memo and how it affects cannabis-centric companies.

An Investor’s Guide to the History of Cannabis: Part 1

In this video, Al Foreman explains that The Cole Memo has progressed to a bill on Capitol Hill called The States Act. The ultimate goal is full legalization for cannabis at the federal level, including access for veterans, protection for financial institutions, and addressing the harm that has been caused by the War on Drugs.

An Investor’s Guide to the History of Cannabis:  Part 2

In this video, Al Foreman talks about the early state-level legislation that established compassionate care programs.

An Investor’s Guide to the History of Cannabis: Part 3

In this video, Al Foreman explains the typical time frame for a state to move from commercial/medical legalization to adult-use programs. 

An Investor’s Guide to the History of Cannabis: Part 4

In this video, Al Foreman describes the different supply chains similar to the cannabis supply chain, and then explains how Tuatara decided which segments of the supply chain to invest in. 

An Analysis of the Industry Supply Chain

In this video, Al Foreman explains the advantages of investing in companies that are establishing a scientific base for pharmaceutical development.

Identification & Analysis of Industry Subsectors: Research & Development

In this video, Al Foreman describes cannabis cultivation and the different requirements when growing cannabis compared to non-cannabis agriculture assets.

Identification & Analysis of Industry Subsectors: Cultivation

In this video, Al Foreman explains the role processors perform in extracting oil from the cannabis plant and repurposing that oil into products that consumers can use.

Identification & Analysis of Industry Subsectors: Processors

In this video, Al Foreman describes different ways consumers can acquire their cannabis products, including brick and mortar retail dispensaries, cannabis delivery, and direct-to-consumer provisioning.

Identification & Analysis of Industry Subsectors: Consumer Retail

In this video, Al Foreman describes the different use-types and operators in real estate in the cannabis market.

Identification & Analysis of Industry Subsectors: Real Estate

In this video, Al Foreman describes the differences between regulatory and financial risk. He explains the main regulatory risk is the discrepancy between federal and state laws. He also explains that standard business protections are not available to cannabis-centric companies.

Tips and Tools for Underwriting Cannabis Companies: Macro Risks

In this video, Al Foreman talks about the SAFE Banking Act and how federal elections have moved federal legalization forward. He also discusses bills that are moving through the U.S. Congress.

Tips and Tools for Underwriting Cannabis Companies: Federal

In this video, Al Foreman talks about which countries have put forth commercial medical programs and how to apply that to your future growth plans.

Tips and Tools for Underwriting Cannabis Companies: International

In this video, Al Foreman explains the state-by-state micro risks that can affect a cannabis company such as regulatory rules, licensing structure, exiting of the illicit market, and acquiring local approvals.

Tips and Tools for Underwriting Cannabis Companies: Micro Risks (State by State)

In this video, Al Foreman summarizes the knowledge he conveyed during the Investor's Guide to the Legal Cannabis Industry Certificate Program.

Investment Summary

This article provides investors with information on the cannabis-industry landscape to help them determine where to invest their money. The article gives a brief history of cannabis before explaining changes in U.S. federal policies. It also explains the cannabis supply chain and provides guidance when underwriting cannabis companies.

An Investor's Guide to the Cannabis Industry 

 An Investor's Guide to the Legal Cannabis Industry

From Manufacturing Agent Learning Pathway - 200 Series

Welcome to Introduction to Extraction with Sub- and Supercritical Fluids with Eric Kawka. In this course you will learn the key principles and practices of sub- and supercritical fluids and how they apply to cannabis and hemp manufacturing. Next, you will cover the characteristics of a SCF, as well as the importance of solubility and phase diagrams. Finally, developing a financial model for SCF extraction is discussed. 

Manufacturing Agent Learning Pathway - 200 Series

Cannabis Extraction

Extraction Agent Learning Pathway – 200 Series

In this video segment, Eric Kawka gives an introduction to extraction regarding sub- and supercritical fluids. Eric's background is in supercritical fluid extraction and supercritical fluid chromatography.

Intro to Extraction with Sub and Supercritical Fluids

In this video segment, Eric Kawka talks about appreciating the complexity of cannabis sativa. Within cannabis there are two compounds that are vital, terpenes and cannabinoids. There are more than 80 different cannabinoids. Both terpenes and cannabinoids interact with our endocannabinoid system with over 300 hundred receptors.

 Appreciating the Complexity of Cannabis Sativa

In this video segment, Eric Kawka shows how extracting cannabis is similar to brewing a cup of coffee. Two compounds of similar properties with respect to polarity will be soluble together. Water, which is polar, and oil, which is non-polar, will not mix together. But like coffee, cannabis must start with the proper cultivar.

Extracting Cannabis is Like Brewing a Fine Cup of Java

In this video segment, Eric Kawka looks into the key parameters for process control. Thermodynamics is one of the critical parameters that pertains to pressure and temperature.

Key Parameters for Process Control

In this video segment, Eric Kawka answers the question, is supercritical CO2 just a marketing term? A supercritical fluid is a fluid brought to a temperature and pressure higher than its critical point, where physical and chemical properties change.

Is Supercritical CO2 Just a Marketing Term?

In this video segment, Eric Kawka covers how terpenes and cannabinoids are synthesized and stored in trichomes. Trichomes dictate what the end product is with extraction. In the SC-CO2 efficiency curve, there are two sections that dictate things, the mechanical region and the diffusion limited region. 

Terpenes and Cannabinoids are Synthesized and Stored in Trichomes

In this video segment, Eric Kawka dissects the molecular structure of cannabinoids. Terpenes and cannabinoids create an entourage effect, while myrcene has an analgesic effect. Terpenes also go through isomerization, oxidation, dehydration, polymerization, and thermal rearrangements.

Molecular Structure of Cannabinoids

Introduction to Extraction with Sub- and Supercritical Fluids

From Dispensary Agent Learning Pathway – 300 Series

In this video series, it is all about Responsible Use in Cannabis. All of the common questions and concerns surrounding cannabis use are covered in detail. The main course objectives include the following: Over Consumption of Cannabis, Using Cannabis with Intention, Research stating Cannabis is Safe, Hiding Cannabis Smoke, The Potency of Cannabis. This series is designed to give the learner a solid knowledge on all the responsible use tools in the world of cannabis.

Dispensary Agent Learning Pathway – 300 Series

Cultivation Agent Learning Pathway – 300 Series

In this video segment, Mandee Lee asks the question are you over consuming cannabis? People don't realize that are overdosing is because cannabis is safe and non-toxic. Too much cannabis can dysregulated the endocannabinoid system, which helps fight off the bad stuff. Examples of this would be increased anxiety, extreme sleepiness, less motivation, and risk of dependency. People over consume cannabis because of the enjoyment, delayed effects, social engagement, society, out of habit, and just getting lost.

Are You Over Consuming Cannabis?

In this video segment, Mandee Lee tells how to use cannabis with intention. there are three steps to educate someone on using cannabis, set a clear intent , take immediate aligned action, and trust the plant. All of these steps help educate individuals on how to use cannabis with intention.

How to use Cannabis with Intention 

In this video segment, Mandee gives tips on how to hide your cannabis smoke. Hiding cannabis smoke is much harder than one thinks because the smell will linger and stay on clothing. Here are some of the steps to help with cannabis smoke, don't use odor eliminators, use pipes, be mindful of the smoke, use a "sploofy", but use an ozium air sanitizer. 

How to Hide Your Cannabis Smoke

In this video segment, Max Simon covers respecting cannabis potency. Many cannabis consumers are taking larger doses than they should.  Cannabis can help open up the mind, and also take away any pain that might plaguing someone. A low dose of cannabis is more effective with pain than higher doses. Micro-dosing is looking for the viable dose that works for an individual's system. 

Respect the Potency of Cannabis

In this video segment, Paul Armentano answers the question if cannabis is safe? And what does the research say? There is a narrative in the United States that there isn't enough science behind cannabis to treat as a medicine.On the site, PubMed. if marijuana is searched over 25,000 scientific articles will pop up. For many patients, medical cannabis is more effective than the average therapeutic drugs. Cannabis poses a low dependence liability, No matter what does is given can't trigger an overdose, there are no listed human deaths.

Is Cannabis Safe? What the Research Says

Responsible Use

Welcome to Choosing the B.E.S.T. Extraction Process for Your Business. In this course, you will learn the key principles and practices of extraction and how they apply to cannabis and hemp manufacturing. Next, you will cover the efficacy, effectiveness, and economics for the extraction of cannabis products, as well as examples of major extraction processes. Finally, developing a financial model for extraction is discussed. 

An introduction to choosing the B.E.S.T. extraction process for your business.

Intro to the B.E.S.T. Extraction Process for Your Business

In this video segment, Dr. MacKay provides an overview of the B.E.S.T. concentration processes for natural products. This breakdown includes maintaining the integrity of botanical materials, effective concentration with efficacy, efficiency, and economics, safety and health for everyone throughout the process. He also covers testing with modern technology advances in every facet.

What is the Best Concentration Process for Natural Products

In this video segment, Dr. MacKay discusses the key compounds in cannabis. This includes the amount of cannabinoids dependent on the variety and quality of raw material, as well as how sample preparation is key to the extraction and quality of results. Finally, how the instrument conditions affect the yield, quality, and components is discussed.

Key Compounds in Cannabis

In this video segment, Dr. MacKay discusses sticking to the best concentration process for natural products, as well as the synergistic merging of science and economics for the extraction of cannabis products. Finally, he talks about how the challenges with cannabis extraction are often overlooked and underestimated, including a discussion about Sutton's Law and banking protocol.      

Stick to the processes! There will be challenges!

In this video segment, Dr. MacKay describes the three main types of trichomes in the cannabis plant. He begins with bulbous trichomes as the smallest of the three types being found across the base of the plant. Next, you will learn about capitate-sessile trichomes as the next largest group, and why it is significantly more abundant. Finally, capitate-stalked trichomes are formed after the flowering stage, and where most cannabinoids are commonly found.          

Trichomes, it’s where the cannabinoids concentrate!

In this video segment, Dr. MacKay talks about how cannabinoids get into the capitate stalk, as well as the importance of understanding how biosynthesis provides secrets to biopharma technology. Finally, piecing the capitate-stalked glands for finding where cannabinoids are synthesized and stored in cannabis are discussed.

How do the cannabinoids get into the capitate stalk?

In this video segment, Dr. MacKay describes the concentration techniques of extraction and separation and their applications in the cannabis industry. This includes a detailed review of separation as a mechanical process without solvent, as well as the process of extraction with a solvent. Further concepts discussed include maceration and grinding, chromatography, filtration, and the representative solvents commonly used in extraction.

Extraction vs. Separation

In this video segment, Dr. MacKay talks about the key parameters of process control and optimization. This includes the critical parameters of C02 for process control such as thermodynamics, pressure, temperature, mass transfer, and flow rate. Finally, the conditions of maximizing productivity and profitability are discussed.

Key Parameters to Extraction Process Control & Optimization

In this video segment, Dr. MacKay examines the generalized extraction process from a single cell with different concentrations and conditions. Next, the generalized extraction process inside a vessel is discussed. This includes the solubilization of compounds to be extracted, and the rate of transport for the extracted compounds.

General Extraction Process From a Single Molecule

In this video segment, Dr. MacKay discusses cannabis extraction for the Partition Coefficient and Log P. Dr. MacKay performs an extraction experiment for Partition Coefficient and Log P. This experiment highlights the solubility of various solvents, as well as the non-polar properties of cannabinoids.

Partition Coefficient and log P

In this video segment, Dr. MacKay talks about three major extraction kinetics, which are mechanically dominant, pressure dominant, and solubility dominant. Next, he discusses the process of how we move into a cell, and how the solvent moves in and binds the "A and B" cell wall before it then moves outside. Finally, Dr. MacKay shares an analogy of a dog to describe the process. 

Three Major Extraction Kinetics

In this video segment, Dr. MacKay describes the advances in separation, extraction, and concentration techniques and their applications in the cannabis industry. This includes a detailed review of separation as a mechanical process without solvent, as well as the concepts of maceration and grinding, parts of chromatography, and filtration.

Separation is Mechanical

In this video segment, Dr. MacKay discusses key factors to consider in choosing concentration technology. First, he examines the speed and cycle time of the concentration process. Next, he examines scale and the ability to start small and then grow the entire concentration process. Finally, he discusses selectivity and influencing the order of elution in the entire concentration process.

Three Key Factors to Consider in Choosing Concentration Technology

In this video segment, Dr. MacKay talks about why few large facilities exist for cannabis. This discussion includes economies of scale, large-scale system limitations with the variety of plants, formulation-centric starting materials and equipment size, as well as the regulation of solvents and processes that are allowed. Finally, site sophistication and protocol within state regulations are discussed.

Why Few Large-Scale Facilities for Cannabis?

Practical Guide to Choosing the B.E.S.T. Extraction Process for Your Business

From Manufacturing Agent Learning Pathway - 300 Series

Welcome to Coalition Building & Legislative Allies. In this course we discuss how to identify the right advocate voices. Next, we explain how to build alliances and partnerships with those advocates. Finally, we review a Texas case study to further support some of the major points of this course.

Manufacturing Agent Learning Pathway - 300 Series

Cannabis Advocacy

This video discusses how to chose the right voices to champion legislation. This includes choosing the right sponsors and people who have a personal connection to your legislation. 

Identifying Allies

This video discusses the steps in finding allies that align with your mission, and finding organizations that overlap with your mission.

Finding Allies

This video discusses how important it is to be thoughtful when engaging with your allies. This includes being well read and caught up on all issues relating to the cause, fostering close lines of communication, and adding allies to your email list.

Engaging Allies 

This video discusses how to engage your allies in making a more formal connection with you and your cause by joining a coalition.

Building A Coalition

This video discusses how to leverage a newly formed coalition thoughtfully and properly. This can be done by teaming up together on events, sharing marketing and branding practices, and sharing actions throughout each other's networks.

Leveraging a Coalition 

This video discusses how Texas was able to leverage its coalition in order to raise awareness surrounding marijuana policy. This can be done by hosting lobby days, producing one pagers, and hosting educational exhibits.

Coalition Case Study 

Coalition Building & Legislative Allies

Welcome to our course on the importance of documentation and record keeping. This course will allow you to understand and implement proper documentation while you maintain related records accurately. By learning and understanding the fundamentals of documentation and record keeping, you can avoid issues related to quality, waste, and litigation. 
These are the key objectives we’ll be covering in this course 
•	You will learn the importance of proper documentation and record keeping
•	Who is responsible for creating and improving documents
•	How to set up a physical document schedule
•	How to prevent obsolete documents from being utilized
•	How to rectify, and properly document in real time 
•	How to properly destroy documents when they have reached their expiration
•	How to properly track changes within a document
•	And proper record retention protocols

Health and Safety in Cannabis

This video segment is an introduction to the course The Importance of Documentation and Recordkeeping. 

Introduction to The Importance of Documentation and Recordkeeping

In this video segment we will discover the two main types of record keeping, paper and electronic. We will also gain an understanding of how often you should establish document and record keeping in a facility. 

The Different Types and Frequencies of Record Keeping

In this video segment we will explore what to do in case records are lost due to a disaster, as well as know how to create a paper backup. 

Records Recovery Plan

In this video section we will gain knowledge on how often you should retain your records, as well as know what documents are pertinent to keep in a facility. 

Retention Period for Documents and Records

In this video segment we will gain knowledge on what types of documents a company has, know what kind of schedule documents need to be on for verification, validation, or upkeep and annual review, and know how to set up a physical schedule, and know what documents should be on it. 

Setting up the Physical Documents Schedule

In this video segment we will learn how to research what entity you need to follow, and gain knowledge of the local or federal regulatory requirements your facility may need to follow regarding document and record retention. 

Compliance to Local and Potential Federal Regulatory Requirements 

In this video segment we will discover the importance of having document control, and gain knowledge on who should have access to the facility's document control. 

Document Control 

In this video segment we will explore who should be approving your documents and how they should be doing it, and know who is responsible for approving documents upon document creation, reassessment, or during validation and verification. 

Who's Responsible for Approving Documents

In this video segment we will discover the different ways of destroying documents and records, and define in a company's written program how to destroy documents and records. 

How to Destroy Documents after Expiration or Obsoletion

In this video segment we will gain knowledge on how to reassess a facility's current program and procedure, and what information is pertinent to create a robust procedure.

Written Policy and Procedure

In this video segment we end the course with some closing thoughts. 

Closing thoughts for Documents and Records

The Importance of Documentation and Recordkeeping 

Welcome to Regulations & Legal Matters. In this class, we give an overview of what the Federal and State policies are on cannabis, explain how policies differ for cannabis versus hemp and also cover what the overall international landscape looks like from a high level. Next we discuss what medical professionals, cannabis professionals, and patients need to know about cannabis from a legal and regulatory perspective.

Cannabis Patient Care

An introduction to regulations and legal matters.

Intro to Regulations & Legal Matters

This video provides context on federal regulations and laws regarding cannabis. In this course, learners will gain a better understanding of the Controlled Substances Act, the Food and Drug Administration, enforcement limitations, legal definitions of cannabis and hemp, the 2018 Farm Bill, and much more. 

Cannabis and the Federal Government

This video discusses the complicated landscape of cannabis regulations on the state level. Many states take a unique approach to cannabis use and legalization. While cannabis is entirely illegal in some states, others permit medical and recreational use. 

 Understanding State Regulations

This video discusses the international landscape of cannabis regulations and laws. Within this course, learners examine developments in other countries, global trends, and a treaty proposed by the World Health Organization. 

 International Landscape

This video discusses everything that medical professionals need to know before safely and legally prescribing cannabis to their patients. In addition, this video discusses informed consent, treatment plans, monitoring, specialized assessments, conflicts of interest, benefits to cannabis use, alternative treatments, establishing a physician/patient relationship, and much more. 

What Medical Professionals Need to Know

This video details legal matters that cannabis professionals must be aware of before selling their products. This includes risk management strategies, training programs, product education, dosing, track and trace software, Point of Sale systems, and much more. 

What Cannabis Professionals Need to Know

This video details the legal issues that medical patients should understand before interacting with cannabis. These concepts include how to access legal cannabis, shipping restrictions, traveling with cannabis products, firearm eligibility, and drug testing. 

 Legal Matters For Patients

This article discusses how cannabis regulations impact medical professionals and how they prescribe cannabis to patients. This article details federal and state regulations, medical use, recreational use, legal definitions of cannabis/hemp, and other legal matters medical professionals should be aware of. 

Regulations & Legal Matters 

Test Html Unzip for LXP

Test html upload

Welcome to the course on Records Management. This course discusses the importance of maintaining a comprehensive and organized Records Management System. It describes the key records management procedures and requirements, including records management for digital files and physical files, a Records Inventory List, and patient records for medical dispensaries. 

Retail Compliance Training

FOCUS Retail Compliance Training 

This video segment introduces the course on records management and identifies the objectives of the course, which are:
•	Understand the process for effective records management
•	Describe the procedures for management of digital and physical files
•	Identify management and worker responsibilities related to records management
•	Know how to maintain patient records in compliance with HIPAA 
•	Implement a Records Inventory List


Introduction to Records Management - Retail

Records Management

Records Management - Retail

From Cultivation Agent Learning Pathway – 300 Series

This course reviews the historical timeline of cannabis and all of the significant milestones leading up to its controversial prohibition.

This video discusses the history of cannabis and how people have risked their lives to change the laws surrounding cannabis. In addition the video reviews the research surrounding cannabis, the hurdles that needed to be overcome, as well as the past and future of cannabis research. Finally, the video discusses how the expert got started in the cannabis industry, as well as the difference between cannabis in its current state and cannabis in a therapeutic form, and ultimately turning that cannabis into real medicine and how science can support that change.

Research: Past, Present & Future 

This video reviews the 40 years of cannabis through the eyes of Steve DeAngelo.  He begins by discussing his earliest experiences as an activist during the Vietnam War. Steve details his first experiences with cannabis and how it impacted him and changed his perspective forever.  The video takes us through the introduction of Mexican weed, eventually switching to Jamaican weed until the U.S. Government begin to take actions to shut down the trade. At the time police and other government entities profited from the smuggling of weed and other drugs into the United States.

Stories From 40+ Years In Cannabis with Steve DeAngelo

This video discusses cannabis use in the 80s, and how it became a lot stronger over time. Due to this change it has become harder to obtain predictable, reliable results. The video goes on to discuss where the plant began and why human beings have such a sticky and historical relationship with it.

How Cannabis Has Changed Over Time

This video discusses the history of cannabis before the prohibition through the lens of various experts.

Cannabis Before Prohibition

This video discusses the factors that helped marijuana become illegal.

The Era of Prohibition

This videos reviews the history of medicinal cannabis, the endocannabinoid system, how cannabis has been used for medicinal purposes in the past and in the future. The most commons medicinal use for cannabis is for pain and anxiety. 

History of Medical Cannabis

This video segment discusses the factors that helped marijuana become illegal.

Why Cannabis Became Illegal in the First Place

History of Cannabis

Designed for cannabis operators by an authority on regulatory compliance and banking, this course is designed to help you understand how Federally regulated institutions can bank your business and how to prepare your documentation to seamlessly move through the application and onboarding process in order to maintain sustainable and stable banking.

In this video segment we introduce you to Angela Lucas, the course author and Senior Vice President of Compliance Strategies at Integrated Compliance Solutions (ICS). The objectives covered in this course are to Understand how Federally regulated institutions are able to bank cannabis operators, learn how to position your account application package to insure you land a stable and sustainable banking solution, and gain insight into the criticality of compliance between banks and cannabis operators to ensure an ongoing, collaborative relationship.

Course Introduction

In this video segment, you will identify why asking the right questions about your banking is so critical and discover how to position your business to the get the right kind of banking relationship.

Banking Your Business - What Every Cannabis Operator Needs to Know

In this video section, we will explore what operators must understand what the financial institution has to comply with. The Financial Crimes Enforcement Network (FinCEN) has issued guidelines for financial institutions that want to bank cannabis, however they do tell how to do them. Financial institutions are left with not knowing if the potential customer is licensed and registered. Additionally, most financial institutions do not understand how the cannabis business works. 

Understanding How Financial Institutions can Bank Cannabis

In this video segment, you will identify that financial institutions don't know a whole lot about cannabis operators and will need to ask many questions. You will discover why having an electronic and hard copy of a portfolio will help the banks with their vetting process, which is important since a cannabis operator can expect to pay $500 to $3,000 dollars for each application. 

Green Flower

Company

Sign Up For Our Newsletter