eCourse
Hooked on CLE: December 2019
Contains material from May 2019 to Oct 2019
Hooked on CLE: December 2019
4.12 out of 5 stars
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Mostly good. The financial professional was like an infomercial.
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THIS MONTH: Representation of Multiple Parties: Ethics and Practical Considerations • Climate Change Developments--Municipalities and City Regulations • Estate Planner's Toolbox: The Pass-Through Entity • FinTech and the Changing Landscape of Mortgage Lending • The Role of the Financial Professional in Divorce
Includes: Video Audio Paper Slides
- Total Credit Hours:
- 4.00 | 1.00 ethics
- Credit Info
- TX, CA
- TX MCLE credit expires: 11/30/2020
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Preview Sessions
Credit
1. Representation of Multiple Parties: Ethical and Practical Considerations (Oct 2019)
Amy Jeffress, Jennifer Z. Belveal, Patrick K. Craine, Matthew G. Nielsen
1.00
1.00
0.00
1.00 | 1.00 ethics
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Paper
(pdf)
31 pgs
Session 1 — 56 mins, credit 1.00 | 1.00 ethics
Representation of Multiple Parties: Ethical and Practical Considerations (Oct 2019)
Examine the advantages and disadvantages of using pool counsel in internal investigations, including the impact of joint representation, whether the various clients' interests are sufficiently aligned, the types of agreements entered with the company, the logistics of the engagement, consequences of one client being charged or cooperating, and managing client information to avoid potential cross-contamination.
Originally presented at: Sep 2019 Government Enforcement Institute
Amy Jeffress,
Partner, Arnold & Porter LLP - Washington, DC
Jennifer Z. Belveal,
Partner, Foley & Lardner LLP - Detroit, MI
Patrick K. Craine,
General Counsel and Corporate Secretary, Gulfport Energy Corporation - Oklahoma City, OK
Matthew G. Nielsen,
Partner, Bracewell LLP - Dallas, TX
2. Climate Change Developments—Municipalities and City Regulations (Oct 2019)
Kathy Garcia, Richard Meyer, James McGuire
1.00
0.00
0.00
1.00
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Session 2 — 61 mins, credit 1.00
Climate Change Developments—Municipalities and City Regulations (Oct 2019)
Cities have an increasingly integral role in addressing climate change and maintaining quality of life for their citizens. Many cities have developed, or are working to develop, climate action plans. Yet modern life would be impossible without the energy and products derived from fossil fuels. This moderated panel discussion explores the nexus of cities and climate change and potential ways for communities to build a carbon-free future while balancing environmental, economic, and security concerns.
Originally presented at: Sep 2019 Gas and Power Institute
Kathy Garcia,
CPS Energy - San Antonio, TX
Richard Meyer,
American Gas Association - Washington, DC
James McGuire,
Environmental Quality & Sustainability, City of Dallas - Dallas, TX
3. Estate Planner’s Toolbox: The Pass-Through Entity (Aug 2019)
Gene Wolf Jr.
0.75
0.00
0.00
0.75
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Session 3 — 50 mins, credit 0.75
Estate Planner’s Toolbox: The Pass-Through Entity (Aug 2019)
Focus on the structure and use of business entities in estate planning.
Originally presented at: Jul 2019 LLCs, LPs and Partnerships
Gene Wolf Jr.,
Kemp Smith LLP - El Paso, TX
4. FinTech and the Changing Landscape of Mortgage Lending (Oct 2019)
Christopher W. Christensen, Jennifer Parker
0.50
0.00
0.00
0.50
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Session 4 — 28 mins, credit 0.50
FinTech and the Changing Landscape of Mortgage Lending (Oct 2019)
Fintech lenders have entered the market with a focus on driving efficiencies, technology-first processes, and streamlined operational workflows – all aimed at guiding consumers through a one-stop-shop transaction. Fannie Mae will discuss the ever-changing mortgage landscape and it’s disruption by Fintech lenders.
Originally presented at: Sep 2019 Mortgage Lending and Servicing Institute
Christopher W. Christensen,
PeirsonPatterson, LLP - Dallas, TX
Jennifer Parker,
Fannie Mae - Washington, DC
5. The Role of the Financial Professional in Divorce (May 2019)
Sarah Cuddy
0.75
0.00
0.00
0.75
Preview Materials
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Slides
(pdf)
25 pgs
Session 5 — 52 mins, credit 0.75
The Role of the Financial Professional in Divorce (May 2019)
Using a case study forma, this course provides a framework for assessing financial questions in divorce, an overview of financial professionals you might use in a case and an understanding on which type of professional to call on and when. It also addresses some possible pitfalls for both the attorney and financial professional.
Originally presented at: May 2019 The Role of the Financial Professional in Divorce
Sarah Cuddy, CDFA, CFP,
Baird - Houston, TX