Wisconsin CLE - Finance and Banking Courses
This is a listing of Finance and Banking CLE Courses for Wisconsin. Please make your selection below of Wisconsin CLE courses. Click "Add To Cart" to purchase Individual CLE Courses. For more information about a particular CLE course, click on the "More Info" link. Click the "Preview" button to view a short preview of the course.
CLE Courses Available Online & iOS/Android App and with Live Webinars!
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On-DemandOnline & iOS/Android App
What If the Government Doesn’t Save My Client’s Bank? Preparing For the Next Bank Crisis
Recent crisis in the banking system has resulted in several failures and a loss of confidence among depositors. While extraordinary intervention by the government and private sector protected uninsured depositors, owners and debtholders lost everything. Further, there is no expectation that the government will even protect uninsured depositors if another bank fails. In this CLE course, a regulatory partner at a prominent law firm will take a hard look at the recent trauma in the banki... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
What Attorneys Need to Know About Reading and Understanding Financial Statements
Lawyers regularly interact with business people. Business people have their own language. Phrases like EBITDA, NOPAT, Gross Profit, Operating Profit, Net Income, on a fully diluted basis, retained earnings, current versus long term assets and liabilities, Free Cash Flow. If these terms are a foreign language to you, then this course is for you. In this CLE course, you will learn how to read and understand the basic financial statements---the income statement, balance sheet, and stat... More Info
$751.5General Credits -
Live WebinarWednesday, May 29, 202411:00 AM - 12:00 PM Eastern Time (EDT)
Live Webinar: Silicon Valley Bank: Do Its Outside Directors Share in the Blame for Its Failure?
This riveting CLE course reviews the well-publicized failure in March 2023 of the high-flying Silicon Valley Bank. This bank ran out of money as a result of a quick, massive run on the bank—depositors sought their money back—immediately after the public disclosure of serious financial problems. The demise of this Bank—with $209 billion in assets, its failure was the second biggest in U.S. history—received immediate widespread analysis and attention, much of which has been focused on the qua... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
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
$1002General Credits -
On-DemandOnline & iOS/Android App
Preparing a Business Client to Franchise
This CLE course is designed as a basic course to assist counsel representing a client who wants to franchise. We will discuss some practical considerations to help the client understand if franchising is the right decision, the legal obligations of a franchisor, and discuss some of the key decisions a new franchisor will need to make. More Info
$751.5General Credits -
On-DemandOnline & iOS/Android App
Overhaul of Regulatory Capital Requirements Proposed By US Banking Regulators
The US federal banking regulators have jointly proposed extensive revisions to the regulatory capital requirements for [midsize and] larger US banking organizations. The revisions are lengthy and would change the requirements for credit, market, and operational risk. Some of the revisions are long-expected (e.g., re-evaluation of use of internal models), but others are novel (e.g., capital charge for operational risk) or driven in response to the recent banking crisis. Further, the rev... More Info
$751.5General Credits -
On-DemandOnline & iOS/Android App
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
$501General Credit -
On-DemandOnline & iOS/Android App
Offshore Versus Domestic Asset Protection, What You Need To Know
Join our Asset Protection Attorney as he delves deep into an extensive examination of the most prevalent tools, both domestic and international, that can safeguard your clients' assets from legal disputes. This CLE session will encompass the following topics: Understanding Asset Protection and its vital role in today's increasingly litigious society. Tracing the historical evolution of the Asset Protection Industry. An exploration of the most commonly employed strategies for asset p... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Offshore Asset Protection: Exploring the Various Jurisdictions for Protecting your Clients' Assets
By many standards, the U.S. is the world’s most litigious society. Learn how to put your clients in a better position to survive a lawsuit. Offshore Asset Protection is often the best way to protect assets from frivolous claims and lawsuits. This course will cover how to use a multitude of jurisdictions such as the Cook Islands, Saint Kitts and Nevis, Switzerland, and Belize to protect your client’s assets. The course will discuss offshore asset protection, its purpose and why it is ne... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Introduction to Franchising Law
This CLE course is designed as a basic course for counsel with limited knowledge of franchise law and will introduce the basic legal considerations in franchising, whether you are representing a franchisor or a franchisee. The course will discuss the legal definition of a franchise, review the federal and state laws governing the franchise relationship, where to find information regarding franchise brands, the dangers of becoming an accidental franchise, and introduce some legal consi... More Info
$751.5General Credits