Tuesday, October 25 • 12:30 – 1:30 p.m. ET

William Belton and Joseph Kadlec will discuss Due Diligence for Entry Level Associates in this one hour program.

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. To register, please email CLEManagement@troutman.com.

Tuesday, October 18 • 12:00 – 1:00 p.m. ET

Ken Richer and a member from the Chatham Financial’s Hedging/Defeasance/Debt Management team will be reviewing the basics and discussing current trends, including:

  • Overview of Interest Rate Caps
  • Overview of Interest Rate Swaps
  • Documentation and Process
  • Trends in Interest Rate Markets and the impact on risk mitigation strategy

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. To register, please email CLEManagement@troutman.com.

Thursday, October 20 • 12:00 – 1:00 p.m. ET

This complimentary webinar will focus on recent legal developments impacting the design and administration of tax-qualified retirement plans and health and welfare plans. Join the Employee Benefits and Executive Compensation team as they provide insight to employers and plan sponsors on hot topics such as cybersecurity, 401(k) litigation and the overturn of Roe v. Wade. The Webinar will also address the impact and implications associated with retirement and health and welfare legislation and guidance, including the SECURE Act and the No Surprises Act.

Thursday, September 29 • 4:00 – 7:00 p.m. ET

We would like to invite you to attend a live cybersecurity tabletop exercise with the Avertium and Troutman Pepper team where we will be walking through a mock Business Email Compromise (BEC) scam. In our scenario, an employee in the accounting department receives an email from a vendor requesting payment and providing new wire instructions. After payment was made using the new wire instructions – the organization realized it had been scammed.

Join us as we walk through the organization’s response to the incident through role-playing and facilitated discussions. This presentation is essential for any one looking to improve its preparedness and response to data security incidents.

Wednesday, August 31 • 2:30 – 3:30 p.m. ET

Arbitration agreements continue to be a pressing issue in consumer-facing agreements. The United States Supreme Court recently issued several important decisions impacting how consumer arbitration agreements will be interpreted and enforced by the courts, including in the important arena of Private Attorneys General Act (PAGA) actions. Additionally, mass arbitrations continue to gain steam, causing companies to re-evaluate when—and how—arbitration clauses should be included in consumer agreements. Our panel will discuss how these recent developments play out in the consumer financial services arena and what financial services companies can do in response to these changes.

Topics include:

  • Avoiding waiver of arbitration requirements after Sundance v. Morgan
  • The effect of Moriana v. Viking River Cruises on state-law arbitration restrictions and the limits of the ruling
  • Status of mass arbitrations and defense considerations including process arbitrator considerations
  • Addressing mass arbitration in consumer arbitration agreements

Our webinars are intended for firm clients and members of the financial services industry only.

Thursday, October 27 • 2:00 – 3:00 p.m. ET

During this webinar, Troutman Pepper attorneys Molly DiRago and Larry Shiekman will discuss:

  • Witness preparation
  • Making objections

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, 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”