Thursday, October 13 • 2:00 – 3:00 p.m. ET

During this webinar, Troutman Pepper attorneys Stephen Rinehart and Larry Shiekman will discuss:

  • Questioning witnesses
  • Handling exhibits and laying foundations, and
  • Dealing with problem witnesses, objections, and combative opposing counsel.

This program is approved for MCLE credit for California, Illinois, Pennsylvania, New Jersey (through reciprocity), and New York (newly admitted and experienced). Troutman Pepper will automatically seek credit in the states where we have office locations unless state restrictions apply. Credit for other jurisdictions may be available upon request. For those licensed in California, Illinois, Pennsylvania, New Jersey, and/or New York, certificates will be distributed within 30 business days. If you have any questions about CLE credits, please email CLEManagement@troutman.com.

Thursday, September 29 • 2:00 – 3:00 p.m. ET

In this session, Troutman Pepper Partners Molly DiRago and Steve Rinehart will discuss:

  • Purpose and logistics to considered
  • Identifying the facts
  • Goals and Case Theory
  • Opening and Closing

This program is approved for MCLE credit for California, Illinois, Pennsylvania, New Jersey (through reciprocity), and New York (newly admitted and experienced). Troutman Pepper will automatically seek credit in the states where we have office locations unless state restrictions apply. Credit for other jurisdictions may be available upon request. For those licensed in California, Illinois, New Jersey, and/or New York, certificates will be distributed within 30 business days. If you have any questions about CLE credits, please email CLEManagement@troutman.com.

Troutman Pepper is pleased to announce the 2022 Troutman Pepper Tax Seminar focusing on public utilities and electric energy producers.

This seminar will contain an intensive discussion of federal income tax issues your company will face in preparing its 2022 tax returns, audit issues being raised by the IRS, and other current issues. Topics to be covered include general review items, special entity (partnership/joint venture) items; methods of accounting and economic substance; income items; capitalization, expenses, and deductions, including depreciation, amortization and other cost recovery rules; disclosure, reporting and penalties; credits; carryback/carryover items; and estimated tax, refunds and interest netting audit and procedural issues.

Attendees will receive a 200+ page course book addressing tax issues important to regulated companies.

Learning objectives include:

  • Learning the implications of the Inflation Reduction Act, including on energy tax credits and the corporate minimum tax;
  • Continued implications for recognition of income arising out of Indianapolis Power & Light Co.;
  • Whether rules for claiming deductions for repairs are being complied with; and
  • Case study-based examination of relevant issues applicable to the acquisition of solar and wind projects.

Wednesday, August 17 • 2:30 – 3:30 p.m. ET

While it’s no surprise that fair lending is among the regulators’ top issues in 2022 – if not THE top issue – it’s a good idea to be aware of new areas in which this is evaluated. One such area is bias within the appraisal and property evaluation process. This has been a hot topic for a few years now, and has been the subject of a Presidential Executive Order, as well as discussions by all the federal government agencies with a stake in residential matters, including loans. As well, several important studies were conducted to determine the extent of the issue, and a task force was established last year to examine the issue. A report was issued earlier this year documenting the task force’s findings, as well as recommendations for eliminating bias within the appraisal and valuation processes.

In this webinar, we’ll go in-depth on this issue, and dissect the various decrees, public statements, studies, and reports. More importantly, we’ll discuss what you can (and should) do as a lender about this issue right now. We’re only at the beginning when it comes to this issue, and the coming months and years promise additional guidance, and even regulation, on this important issue.

Topics include:

  • Regulatory statements and issuances on appraisal bias
  • Issues within the appraiser industry
  • Detailed studies conducted by Fannie Mae and Freddie Mac – what did they find?
  • FHFA blog post on overt references to bias in appraisal reports
  • Department of Justice’s position on issue, and whether it can be litigated
  • The Property Appraisal Valuation Equity (PAVE) task force – meetings and report
  • Actions in Congress – letters to HUD and future possibilities
  • Impending regulations on Automated Valuation Models (AVMs) and preventing “algorithmic bias”

Thursday, August 11 • 12:00 – 1:00 p.m. ET

Agustin Rodriguez and Christina Sava will provide an update on medical and adult-use marijuana (the high-THC version of cannabis) regulation among the states and legalization efforts at the federal level. We will provide an overview of different state-level frameworks for regulating medical and adult-use marijuana businesses, including license types, licensing requirements, and approaches to retail sale. We will also review several major pieces of federal legislation seeking to legalize – or better regulate – marijuana at the federal level.

Topics include:

  • A brief overview of the history of marijuana prohibition and the marijuana legalization movement
  • Evolution of state-level medical and adult-use marijuana legalization efforts
  • Description of a typical medical or adult-use marijuana program using examples from different states
  • Tension and issues created by marijuana’s status as a federal controlled substance
  • Looking ahead: efforts at marijuana legalization at the federal level

The training is approved for MCLE credit in California, Illinois, New Jersey (through reciprocity), New York, and Pennsylvania. We will seek credit for all other states in which we have office locations. Credit for other jurisdictions may be available upon request.

Please email clemanagement@troutman.com to register. Registration for this program closes on August 9 at 5 p.m. ET.

Our Cannabis Practice provides advice on issues related to applicable federal and state law. Marijuana remains an illegal controlled substance under federal law.

Wednesday, September 7 • 6:00 – 9:00 p.m. PT

Please join us for the Orange County Alumni Networking Reception!

Wednesday, June 15 • 2:30 – 3:30 p.m. ET

Join us on Wednesday, June 15 as a panel of Troutman Pepper class action litigators examine recent developments in class action litigation and provide insights on what the future holds. The panel will dive into the major decisions that have been rendered this year and explore ways for class action practitioners and in-house counsel to effectively and efficiently manage class actions.

Thursday, June 23 • 3:00 – 6:00 p.m. ET

As the PE dealmaking environment heated up in the past decade, limited partners (LPs) have sought to gain even more exposure to the asset class. Simultaneously, general partners (GPs) at PE firms have begun to band together more than ever. Drawing on PitchBook datasets, Troutman Pepper explored these trends in depth in its latest report, reviewing the implications of these developments, and how they intertwine. Troutman Pepper and Marcum LLP hosted a roundtable to discuss these latest co-investment findings. John F. Heilmann, partner with Marcum LLP, and Jeffrey Armbrister, managing director and the global head of direct equity investments for Hamilton Lane, joined our panel for the Philadelphia roundtable.

In clip one, Troutman Pepper Partner Daniel W. McDonough moderates our first panel, featuring fellow Partners Bruce K. Fenton, P. Thao Le, and Marcum LLP Partner John F. Heilmann. The panel examines the current state of the co-investment market, including information gleaned from our latest report with PitchBook, and draws comparisons to a previous survey we conducted with Mergermarket on co-investments in 2015.

Clip two contains conversational highlights between Troutman Pepper Partner James B. Jumper with Jeffrey Armbrister, managing director and the global head of direct equity investments for Hamilton Lane. Jay and Jeff discuss Hamilton Lane’s thoughts on co-investments, including how to work with general partners when no prior relationship exists.

Clip three features a panel moderated by Troutman Pepper Partner Jeremy I. Levy where he discussed the future of co-investing with Jeffrey Armbrister, managing director and the global head of direct equity investments for Hamilton Lane, Marcum LLP Partner John F. Heilmann, and Troutman Pepper Partner Bruce K. Fenton. Among other topics, the panel evaluates their 12 to 18-month view of the market and their optimism about co-investments during this timeframe.

Thursday, September 8 • 12:00 – 1:00 p.m. ET

Please join Brandon Woods, Jim Koenig, Manny Clark, and Lissette Payne on September 8 from 12:00 – 1:00 p.m. ET. Participants will learn about common reps & warranties on privacy issues, related indemnities and limitations on liability, and security and notification obligations for service providers and receiving parties.

For more information, please email CLE Management at clemanagement@troutman.com.

Tuesday, June 7 • 1:00 – 2:30 p.m. ET

Join Deb Enea for the fourth installment of Loan Agreements. This session will cover covenants, a highly negotiated section of Loan Agreements, including scope and exceptions of standard covenants, as well as breach.

The training is approved for MCLE credit in California, Illinois, New Jersey (through reciprocity), New York, and Pennsylvania. We will seek credit for all other states we have office locations. Credit for other jurisdictions may be available upon request. For more information, please email CLE Management at clemanagement@troutman.com.