Oregon MCLE - Finance and Banking Courses

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  • Consumer Chapter 7 & 13 Bankruptcy: What Attorneys Need to Know About Conducting a Consult

    This introductory CLE course provides valuable tools and tips for conducting a thorough, well-organized consumer bankruptcy consult which will assist the attorney in thoroughly analyzing the case and educating the client about the differences in Chapter 7 and 13 and why one might be better for them than the other. It highlights helpful tools and sample visual aids to keep the consult on track, maximize the information obtained from the client, and allow clients to clearly follow the an... More Info

    $50
    1General Credit
  • Safeguarding Your Business & Investment Clients with Proactive Asset Protection & Estate Planning

    An effective Asset Protection & Estate Planning Program for Business & Investment Clients should address family and legacy considerations, complete asset protection and tax optimization simultaneously. In addition, it should be easy to use, capable of expanding through time to embrace growth in your clients’ business and investment portfolios, and it should be capable of being examined in the sunlight without legal concerns. And finally, it should be fully integrated so that all of y... More Info

    $100
    2General Credits
  • Commercial Pace, The New Kid On The Block: The Legal Framework For A New Form Of Commercial Real Estate Financing

    Commercial Property Assessed Clean Energy Financing (C-PACE) is one of the newest financial tools for property owners and developers in the country. Offering lower interest and longer terms with a super-priority lien, it behaves like a muni bond but can be put into a capital stack. Find out the legal ins and outs of how this is enabled, its legal structure and status, and how you can put it to work for your clients, whether they be private owners, developers, banks, or local governmen... More Info

    $50
    1General Credit
  • Avoiding Liability Under The FDCPA

    The material presented in this seminar is intended to provide the audience with an overview of some of the key areas of compliance regarding a third-party debt collector’s use of debt collection communications via the telephone and in writing. Recently, the collection industry has been confronted by increasing regulatory oversight and enforcement actions by the Consumer Financial Protection Bureau (“CFPB”), as well as an awaking of the Federal Trade Commission (“FTC”) and Federal Comm... More Info

    $100
    2General Credits
  • Antitrust Merger Enforcement: Significant Regulatory Developments and Issues Explored

    This CLE course provides an in-depth overview of the US merger control process, antitrust agency priorities, forthcoming revisions to the US merger guidelines, and highlights of recent merger challenges. The course is designed to give attorneys a comprehensive understanding of the current state of antitrust regulations in the US and the role of antitrust agencies in reviewing and challenging mergers. The course will begin by exploring the fundamentals of US merger control process, inclu... More Info

    $50
    1General Credit
  • Following the Money: A Primer on Fraudulent Transfer Litigation for the Uninitiated

    Collecting debts can become extremely difficult and complicated if the debtor decides to play dirty. Debtors facing large lawsuits may try to make themselves judgment-proof by giving away assets to friends, family and other insiders, leaving little or nothing for the creditor to take. This CLE course examines how to combat and unwind such “fraudulent transfers” under the Uniform Fraudulent Transfer Act (“UFTA”). Additionally, this course will cover the nuts and bolts of avoidance... More Info

    $50
    1General Credit
  • Form CRS: Practical Considerations for Attorneys

    Every attorney who is in the position of referring a client to a financial professional or firm needs to be aware of the firm's CRS, a new 2- to 4-page disclosure document that SEC-regulated firms must deliver to their clients. The CRS was adopted to help investors understand the different standards of care that apply to their financial professionals (investment advisers vs. broker-dealers vs. dual registrants), as well as conflicts of interest embedded in the firm's way of doing busi... More Info

    $50
    1General Credit
  • Oh How the Mighty Have Fallen: Crypto and the Federal Securities and Commodities Laws

    This CLE program covers the basics of the intersection between “cryptocurrencies” and the federal securities and commodities laws. The title of this program comes from Samuel 2, 1:19. Why this title is apt should be obvious to anyone knowing of recent events in the world of crypto. The program discusses the allegations against Samuel Bankman-Fried, the former CEO of a group of companies known as “FTX,” by the U.S. Department of Justice, the Securities and Exchange Commission and the Com... More Info

    $50
    1General Credit
  • What You and Your Clients Need to Know About the USPTO’s Post-Registration Audit

    Removing “deadwood” (registrations for marks that are not in use in commerce) from the Trademark Register has become an increasingly important priority for the USPTO in recent years. A few years ago, the USPTO instituted a permanent post-registration audit program by which it requires trademark registrants who file a Declaration of Use to submit proof of use for two additional items in each class, beyond the product for which a specimen is submitted. This webinar will teach you about th... More Info

    $50
    1General Credit
  • Metaverse Law: Intro to ARVR, Issues, IP Ownerships, Monetization, Cyber Currency, and Licensing

    With apologies to the Beatles, tech is flowing out like endless rain into a paper cup, it slithers unregulated across the Metaverse. From AltCoin to Web 3.0, this course addresses the breadth of tech law in the Metaverse. The lecturer will review some of the basic terminology (in plain English!) before discussing the application of regulatory and statutory law to the Metaverse, how the Metaverse polices itself, and how the Metaverse is monetized. Specific topics will... More Info

    $75
    1.5General Credits

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