CLE Eligible
Swaps and Derivatives 2023
201 series webinar focusing on the types of derivative contracts, documentation, ISDA terms, parties, and more.
The Workshop 2023: Session Bundle
All recorded sessions from our 2023 annual conference held in Chicago, IL from October 18 – 22. [[Purchase or Registration Required]]
Swaps and Derivatives 2023
CLE eligible course on November 29, 2023, focusing on the types of derivative contracts, documentation, ISDA terms, parties, etc.
Bank Products & Direct Purchases — General Considerations (Non-Tax)
Panel covering bank direct purchases and other commercial bank products, including the structuring and legal considerations that arise.
Underwriter’s Counsel Roundtable — Advanced
Review of key developments that have affected the obligations of underwriters in the municipal securities market and how those developments should inform appropriate representation of underwriters by their counsel.
PAB Tests: Fundamental Principles and Issue Spotting
Review of the duties, responsibilities, and potential liability for underwriters in public offerings of municipal securities and the role of underwriters counsel.
SEC and FINRA Enforcement
Examination of recent and notable SEC and FINRA enforcement actions with an overview of the priorities of the SEC’s Public Finance Abuse Unit and FINRA.
Underwriter’s Counsel Roundtable — Intermediate
Review of the duties, responsibilities, and potential liability for underwriters in public offerings of municipal securities and the role of underwriters counsel.
Private Activity Bond Tests: Real World Challenges
Panel that addresses complex issues encountered from time to time in the identification and allocation of private business use of bond-financed property.
Health Care Facilities — Hot Topics (Non-Tax Matters)
Examination of non-tax issues for financings of 501(c)(3) healthcare providers and analysis of other hot topics in healthcare finance.
Tax Issues for 501(c)(3) Financings
Exploration of issues that arise for tax-exempt qualified 501(c)(3) bonds.
Current Topics in Energy Finance
Review of current trends in energy finance, including a discussion by panelists of some of the priorities, objectives, and goals that are impacting the development and financing of energy and…