Financial Advisors

NO CLE - What’s Your Role?: Adult in the Room

This session will highlight the role of financial advisors, investment bankers, examiners, local counsel, plan officers and guardians.

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NO CLE - ABI Live Webinar: Tax Reform Crash Course for Bankruptcy

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Media: Video
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NO CLE - Committee: The Role Of Financial Advisors And Investment Bankers In Bankruptcy Sales

Hosted by the Asset Sales and Financial Advisors and Investment Banking Committees

FAs, IBs, RE advisors, attorneys: too many cooks in the kitchen? This panel will discuss the anatomy of the bankruptcy sales process and focus on optimizing value by drawing on the resource skills of attorneys, investment banks, financial advisors and real estate advisors.

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NO CLE - Technology 101: The Apps, Software and Gadgets that You Need in Your Practice Today (Consumer Track)

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NO CLE - Getting Bang for Your Buck When Engaging Financial Advisors and Expert Witnesses

This panel will provide helpful guidelines for creating clear client expectations, adequately defining work scope and managing fees when engaging FAs and expert witnesses. We have all had cases where clients were unhappy because work product didn’t meet expectations or fees were significantly higher than expected. This panel will help the practitioner learn how to use financial professionals more effectively to decrease the risk of having an unhappy client.

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Everything You Ever Wanted to Know About Credit Cards (but Were Afraid to Ask) - Free, No CLE

A history of credit, including terminology, methodology, with stats on use (and misuse), growing market sectors, including a discussion on credit reporting, and impact on credit scores.

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CARE Boot Camp: Basic Training for Financial Foot Soldiers - Free, No CLE

Retool your CARE skills, or get a head start on the basics of CARE presenting at this master class with three of the most experienced CARE presenters on the planet.

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NO CLE - Pomp and Circumstances: The Student Loan Crisis — Who Borrows, How Much, Delinquency and Default Trends

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NO CLE - Special Task Force Hearing: CARE for Our Troops

This panel will explore the feasibility of implementing the CARE Program in our U.S. Armed Forces. (Open to all registrants.)
Daniel “Corky” Sherman Moderator Chapter 7 Panel Trustee (N.D. Tex.); Dallas Capt. Kurt Clawson Texas Army National Guard; Arlington, Texas Michael P. Cooley Akin Gump Strauss Hauer & Feld LLP; Dallas Major Gen. Al Zapanta (U.S. Army, ret.) President and CEO, United States-Mexico Chamber of Commerce; Washington, D.C.

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NO CLE - Judges’ Panel: “Your Honor, We Would Like to Know…”

Featuring pre-screened questions posed by the DFW Association of Young Bankruptcy Lawyers (DAYBL) (www.daybl.com) and the Dallas Association of Young Lawyers

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