Financial Advisors

Financial Expert Presentation: A Virtual Mock Hearing

Sponsored by Williams-Keepers LLC

This panel will present a mock hearing consisting of direct and cross-examination of a financial advisor in connection with a contested chapter 11 confirmation hearing. Panelists will also discuss best practices and strategies for presenting and eliciting testimony in an evidentiary hearing.

$125.00
$125.00

M&A Advisor: Removing Stress from Distressed: Investing in Recovery Through Innovative M&A Activity

Global markets continue to shift as the world confronts today’s unprecedented challenges. But in this uncertain time, there are also opportunities that savvy investors can capitalize on if they know where to look. Join this interactive panel as leading experts representing renowned capital-raising gurus, global private-equity firms and one of the world's largest independent financial advisory groups discuss the leading trends taking place in the M&A space today.

$125.00
$125.00

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.

Free Session

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

Free Session

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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.

Free Session

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If you are having trouble with log in or creating an account contact us at [email protected]

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

Free Session

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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.

Free Session

Users are required to log in before viewing this recording. ABI Members please log in on the right with your username and password. Your audio or video will be available immediately.

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If you are having trouble with log in or creating an account contact us at [email protected]

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.

Free Session

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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.

Free Session

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If you are having trouble with log in or creating an account contact us at [email protected]

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

Free Session

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