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2016 Securities and Business Law Primer:

Drafting Governing Documents for LLCs

Dallas Feb 10, 2016 Cityplace Conference Center
Conference Concluded
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Related products: Materials
PRESENTED WITH
The Texas State Securities Board
The Fort Worth Regional Office of the U.S. Securities and Exchange Commission
The Business Law Section of the State Bar of Texas
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Overview

Drafting Governing Documents for LLCs provides an opportunity to explore the common challenges and pitfalls when preparing to organize in Texas as a Limited Liability Company. How can you build your LLC to accommodate a variety of operational structures? How should you form an LLC you plan to use as financing vehicle? How do you realize promoted interests in the organization?

Get hands-on practice in addressing these sorts of real-world scenarios in guided group work, and bring your best LLC questions to have them explored and answered.

Stay for the 38th Annual Conference on Securities and Business Law for an in-depth review of fiduciary duty in all its forms and guises, from changing liabilities for securities practitioners to handling the fall-out when “it all goes wrong.”

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Event Schedule

Program is subject to change.
All times are Central Time Zone.

  • Time
    Credit
    Subject
    Speaker
  • Wednesday Afternoon, Feb. 10, 2016
    Presiding Officer:
    Carol Bavousett Mattick, CBM PLLC - San Antonio, TX
  • 12:00 pm
    Registration Opens
    Includes light refreshments.

  • 12:55 pm
    Welcoming Remarks

  • 1:00 pm
    1.00 hr
    0.25 hr ethics
    Corporate Concepts in LLC Agreements
    An introduction to the basics of LLC agreements, including common pitfalls and how to avoid them. Learn from hard-won experience about unintended consequences of sample provisions and the consequences of failing to draft precisely.

    Allen Sparkman, Sparkman + Foote LLP - Houston, TX

  • 2:00 pm
    0.75 hr
    Interactive Group Work
    Led by conference faculty, attendees work in small groups to discuss and develop drafting recommendations for a variety of scenarios, such as the use of an LLC as a financing vehicle, an LLC with one or more promoted interests, and an LLC with a founding and operating member. During this time, faculty circulate to answer questions and offer suggestions.

    Commentators:
    J. William Callison, Faegre Baker Daniels LLP - Denver, CO
    Elizabeth S. Miller, Baylor Law School - Waco, TX
    Allen Sparkman, Sparkman + Foote LLP - Houston, TX

  • 2:45 pm
    Break

  • 3:00 pm
    1.50 hrs
    0.50 hr ethics
    Interactive Group Work, continued
    Continue group work on LLC scenarios, led by conference faculty.

    Commentators:
    J. William Callison, Faegre Baker Daniels LLP - Denver, CO
    Elizabeth S. Miller, Baylor Law School - Waco, TX
    Allen Sparkman, Sparkman + Foote LLP - Houston, TX

  • 4:30 pm
    0.75 hr
    0.25 hr ethics
    What Did You Learn? Pros, Cons, and Unintended Consequences
    Discuss the pros and cons of approaches developed by attendees during the small group exercise, and explore possible unintended consequences of those approaches.

    Moderator:
    Allen Sparkman, Sparkman + Foote LLP - Houston, TX
    Panelists:
    J. William Callison, Faegre Baker Daniels LLP - Denver, CO
    Elizabeth S. Miller, Baylor Law School - Waco, TX

  • 5:15 pm
    Adjourn

Download Schedule

Conference Faculty

J. William Callison

Faegre Baker Daniels LLP
Denver, CO

Elizabeth S. Miller

Baylor Law School
Waco, TX

Allen Sparkman

Sparkman + Foote LLP
Houston, TX

Planning Committee

Adrienne Randle Bond

Fortitude Management Group, LLC
Houston, TX

Carol Bavousett Mattick

CBM PLLC
San Antonio, TX

Elizabeth S. Miller

Baylor Law School
Waco, TX

Deborah Salzberg

The University of Texas School of Law
Austin, TX

Allen Sparkman

Sparkman + Foote LLP
Houston, TX

Credit Info

  • Dallas
MCLE Credit
Toggle view Texas – 4.00 hrs  |  1.00 hrs Ethics
Legal Specialization(s): Administrative Law, Civil Appellate Law, Civil Trial Law
You may claim your credit online in Your Briefcase, and UT Law CLE will report credit on your behalf to the State Bar of Texas. A Certificate of Attendance will be provided in Your Briefcase for your records. The system reports Texas CLE credit every Tuesday. If you are claiming credit in the last week of your birth month, self-report your CLE credit directly to the State Bar of Texas at texasbar.com, using the course number  provided on your certificate of attendance.
Toggle view California – 4.00 hrs  |  1.00 hrs Ethics
You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. UT Law CLE is required to provide the State Bar with electronic attendance records for any MCLE participatory activity within 60 days of completion of the activity. The California licensee is responsible for reporting their compliance/credit hours earned to the State Bar at the end of their reporting period directly to the State Bar of California at calbar.ca.gov.  UT Law CLE will maintain Attendance Records for four years.  
Toggle view Oklahoma – 5.00 hrs  |  1.00 hrs Ethics
You must claim and certify your credit online in Your Briefcase, then you will then be provided a Certificate of Attendance for your records. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the conference.
Other Credit
Toggle view TX Accounting CPE – 4.50 hrs
The University of Texas School of Law (Provider #250) live conferences are presumptively approved by The Texas State Board of Public Accountancy for Texas Accounting CPE credit based on a 50-minute credit hour. Approved for general CPE credit only.

At the conference, you are welcome to sign in on the Accounting CPE Record of Attendance form at the registration desk, but we are now reporting all credit online. You will receive a Texas Accounting Certificate of Completion in Your Briefcase. Self-report your CPE credit directly to TSBPA. UT Law CLE will maintain Attendance Records for four years.  

Contact us at accreditation@utcle.org if you have additional questions.

Key Dates

Dallas – Feb 10, 2016 – Cityplace Conference Center
Conference Concluded
Buy
  • Dallas
Individual
Last day for $150.00 Regular pricing: Feb 5, 2016

$175.00 for registrations received after this time

Last day for cancellation (full refund): Feb 5, 2016

$50 processing fee applied after this date

Venue

speaker

Cityplace Conference Center

2711 North Haskell Avenue
Dallas, TX
214.515.5100
Map

Nearby Hotel Accommodations
speaker

Warwick Melrose Hotel Dallas

3015 Oak Lawn Avenue
Dallas, TX 75219
214.521.5151 (reservations)
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Accommodations

$169 room rate good through January 19, 2016 (subject to availability).  
To secure this special rate, please reference the "Securities Law University of Texas at Austin” program. 

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