Narrow Your Results
Narrow Your Results

Display:

Seminars & Webcasts

On-Demand

Publications

Faculty/Authors

News/Blogs

CLE and Other Credit Types

CLE  

CPD  

CPE (NASBA)  

CFE  

HRCI Recertification  

Search for programs by jurisdiction or CLE credit type:

 
 
  Not all credit types are available in all jurisdictions. If you choose multiple states and multiple credit types, you may end up with 0 results.  
 



 

   
      

Search for Programs with CPD Credits in:


   

   

Showing 1 - 25 of 27 Results

List View Table View

ERISA Plans in the Financial Markets 2016

On-Demand Web Programs  On-Demand Web Programs    Web Segment  Web Segment    MP3 Audio  Audio Download (MP3)    MP4 - Mobile Video Seg  Video Download (MP4)    

From the program: ERISA Plans in the Financial Markets 2016

Released on: Feb. 8, 2016

ERISA plans are major investors in a constantly evolving financial marketplace.  Both financial firms designing and selling financial products and plans purchasing financial products need to understand the inner workings of the products in order to analyze them under ERISA and ensure compliance. This course provides an in depth look at the nuts and bolts of various financial instruments and investment vehicles and the ERISA issues that arise ...

Understanding Special Alternative Investment Considerations and Insurance Products

Transcripts  Transcripts    

Recorded on: Feb. 4, 2016

HOWARD PIANKO: Well welcome back for our last session. And in this session we took a look and say, well, what did we miss, what's still important? One thing that jumped out right away was that we hadn't really focused on insurance products. We thought we should spend a little bit of time on that. Also, IBTI-ers, my friend Steve down there was saying, you say "Ubit," I say U-B-T-I. I'm sorry, stealing that one from you, Steve. STEVEN W. RABITZ: That's ...

Fund Formation Issues

Transcripts  Transcripts    

Recorded on: Feb. 4, 2016

MARY E. ALCOCK: Welcome back. I hope everyone enjoyed the break. I will say I thought it was a very good panel, the derivatives panel. For those of you looking for something a little more basic, I highly recommend listening to the ERISA basics program that was given last year. For those of you looking for something a little less basic or an even more deeper dive into the current and very hot issues of the day, I recommend the panel that's coming up ...

Plan Assets Abroad

Transcripts  Transcripts    

Recorded on: Feb. 4, 2016

HOWARD PIANKO: Well, wonderful. Now, we've gone out of the country a little bit, but if you're doing a review of ERISA, one of the things to look at also are the issues of plan assets, investments abroad. There's the issue of ownership rules. There's a foreign exchange. We do have this other area of assets, investments outside the United States. And to lead us through that discussion, Erin is here. Erin is the vice president and counsel at Credit ...

Repos, Securities Lending and Stable Value Funds

Transcripts  Transcripts    

Recorded on: Feb. 4, 2016

SPEAKER 1: On this panel-- OK, good. To my left is Jamie Frazier. He's a partner at the Cadwalader firm. Spends a lot of time with different financial firms as clients working on these kind of issues. To his left is Linda Haynes. Linda's one of my partners who I work with quite often out of our Chicago office, whose product consists significantly of fiduciary type considerations and working with these products. And to the left Linda is Patrick Menasco ...

Financial Institution Marketplace Issues

Transcripts  Transcripts    

Recorded on: Feb. 4, 2016

SPEAKER: Thanks so much. We've moved on to the next panel, Financial Institution Marketplace Issues. I'm very pleased to welcome first Erin Cho, counsel at Davis Polk in the DC office who advises clients on matters involving employee benefits, ERISA, and all good things. To Erin's left is Peter Haller, who is a partner in the executive comp and employee benefits department of Willkie Farr & Gallagher, although he has dabbled on the in-house side as ...

Derivatives - Swaps, futures and forward contracts

Transcripts  Transcripts    

Recorded on: Feb. 4, 2016

SPEAKER 1: So we figured what better place to start than with derivatives, swapped futures, and forward contracts. I would like to-- I'm very pleased to introduce my panel. Immediately to my left is Seth Grosshandler. Seth is a partner at Cleary Gottlieb Steen and Hamilton in New York. And his practice focuses on financial institutions, derivatives products, securities transactions, secured transactions, and structured finance, which is a lot, Seth. JEFFREY ...

Pension De-Risking: Legal Issues and Market Insights for ERISA Attorneys

MP3 Audio  Audio Download (MP3)    Audio Only On-Demand Web  Audio Only On-Demand Web    

Recorded on: Mar. 8, 2016

Taken from the briefing Pension De-Risking: Legal Issues and Market Insights for ERISA Attorneys recorded March, 2016 in New York. Pension risk transfer activity has increased dramatically over the past few years and is expected to continue to increase in 2016. The size and complexity of these de-risking transactions and the impact on current and former employees make it important for a company’s legal counsel to be involved. As such, in-house ...

How to Engage Personnel in Places Where the Employer Has No Registered Payrolling Presence: Tiptoeing into a New Country

MP3 Audio  Audio Download (MP3)    Audio Only On-Demand Web  Audio Only On-Demand Web    

Recorded on: Mar. 15, 2016

Taken from the briefing How to Engage Personnel in Places Where the Employer Has No Registered Payrolling Presence: Tiptoeing into a New Country recorded March, 2016 in New York. When a multinational business or nonprofit enters some new foreign market where it has never done business before to launch a “greenfield” presence - a new local office, facility or factory - the path is clear. The organization marches into the new market ...

How to Engage Personnel in Places Where the Employer Has No Registered Payrolling Presence: Tiptoeing into a New Country

Transcripts  Transcripts    

Recorded on: Mar. 21, 2016

AMY: It's my pleasure to turn this briefing over to Don Dowling. DON DOWLING: Thank you very much Amy and [? Arnika, ?] and thank you all for joining us. As Amy just said, the title is a little cumbersome, but I think it's a problem that affects a lot of multinational companies and I suspect you're all interested in, which is why you're participating. It's how to engage personnel in a country where the employer has no registered presence, which I ...

Employment Law Yearbook 2016

Treatise  Treatise

Published: March 2016

The 2016 edition of Employment Law Yearbook covers the most important issues facing today’s employers and employment law practitioners. In this tight employment market and amid the rapidly changing global economy, it is imperative that employers and employment law practitioners understand the legal implications of a wide range of workplace actions. Authored by Orrick, Herrington & Sutcliffe LLP’s Employment Law Practice Group, a nationally ...

Pension Plan Investments 2016: Current Perspectives

On-Demand Web Programs  On-Demand Web Programs    Web Segment  Web Segment    MP3 Audio  Audio Download (MP3)    MP4 - Mobile Video Seg  Video Download (MP4)    

From the program: Pension Plan Investments 2016: Current Perspectives

Released on: Apr. 5, 2016

Experienced practitioners in the area of pension investment law, will give their perspectives, and illuminate issues, on current topics and recent developments. Continued statutory, regulatory and market changes ensure a full agenda of new developments to be debated and analyzed by the panelists. The Dodd-Frank financial reform legislation brought a new regulatory structure for pension investment activities in the derivatives markets that raises ...

Amgen, Gobeille, Montanile and More - Supreme Court Puts ERISA Front and Center in 2016

MP3 Audio  Audio Download (MP3)    Audio Only On-Demand Web  Audio Only On-Demand Web    

Recorded on: Apr. 4, 2016

Taken from the briefing Amgen, Gobeille, Montanile and More - Supreme Court Puts ERISA Front and Center in 2016 recorded April, 2016 in New York. This has been a busy Term for the Supreme Court in the world of ERISA. From the outset, two high-profile cases, Gobeille v. Liberty Mutual Insurance Co. and Montanile v. Board of Trustees of National Elevator Industry Health Benefit Plan, were accepted for review. Then, after the Term commenced, the Court ...

Department of Labor EBSA Hot Topics

Transcripts  Transcripts    

Recorded on: Apr. 4, 2016

SPEAKER 1: But the topic of the next panel is EPSA hot topics. We're going to continue our discussion, in part, about the QPAM and the fiduciary advice regs coming at those issues from slightly different perspectives and directions than we've already heard so far. They're big topics, and there's lots to-- I think there's lots to cover. And we're also going to talk about Interpretive Bulletin 2015-1, the ESG interpretation. So with that very brief ...

ERISA Litigation Review

Transcripts  Transcripts    

Recorded on: Apr. 4, 2016

HOWARD PIANKO: OK, if we can get back to our seats we'll start with the afternoon program. Our first panel this afternoon is our annual litigation review. As in prior years, we kind of have representatives of both the plaintiff and defendant side. Shannon Barrett with O'Melveny and Myers on my immediate left. And next to Shannon is Karen Handorf from the Cohen Milstein firm. And let's see what's happened. We'll try to avoid topics as Raymond hinted ...

Current Issues for Financial Institutions

Transcripts  Transcripts    

Recorded on: Apr. 4, 2016

ARTHUR H. KOHN: If everyone could take their seats, we're going to get going. Again-- and so if I could just ask everyone to take their seats, and I will just quickly introduce the panelists for this next panel on financial institution, current topics. I have to my left, Erin Cho, who I just realized is now at the Groom Law Group-- so I'm glad I read my little bios here-- and Andrew Oringer from Dechert. Erin? ERIN K. CHO: Thanks so much. So over ...

Current Topics in Private Equity and Alternative Investments

Transcripts  Transcripts    

Recorded on: Apr. 4, 2016

ARTHUR KOHN: We're ready to start back for our-- certainly last, but very certainly not least panel of the day, our review of current topics in the area of private equity and hedge funds. And in the private equity area, at least, we have a very current topic, an incredibly interesting somewhat depressing opinion that came out yesterday in the Sun Capital case, which is I think where we're going to start on the panel. Here are more Jeanie Cogill to ...

Department of Labor, Office of Exemption Determinations: Updates, Issues and Perspectives

Transcripts  Transcripts    

Recorded on: Apr. 4, 2016

GRACE O'HANLON: And it's my pleasure now to introduce you to the chairs of today's program. Their full bio's are available on the iPad in front of you, so I'm going to keep it short and sweet. Howard is the head of Seyfarth Shaw's New York office benefits practice, and the national chair of its fiduciary advisory services practice group. During his more than 35 years of experience in employee benefits law and executive compensation, he has counseled ...

DOL's Fiduciary Advice: Final Regulations

MP3 Audio  Audio Download (MP3)    Audio Only On-Demand Web  Audio Only On-Demand Web    

Recorded on: Apr. 14, 2016

Taken from the briefing DOL's Fiduciary Advice: Final Regulations recorded April, 2016 in New York. The Department of Labor’s long-anticipated and highly controversial and contentious final regulations amending the definition of “fiduciary” in the context of investment advisors were sent to the Office of Management and Budget in January for its mandatory review. The rules have the potential to change the landscape of ERISA compliance ...

DOL's Fiduciary Advice: Final Regulations

Transcripts  Transcripts    

Recorded on: Apr. 15, 2016

AMY TAUB: Thank you. Hello. My name is Amy Taub and I am a program attorney with PLI. I would like to welcome you to today's briefing, DOL's Fiduciary Advice, Final Regulations. Before I begin, I have some administrative announcements. This briefing will be two hours in length. Please feel free to send questions at any time during the briefing. Please remember that you have access to materials for this briefing. View the Course Materials tab in the ...

Financial Services Conflicts of Interest & Fiduciary Duties 2016: Navigating the Emerging Regulatory Maze -- ERISA Fiduciary Obligations

Web Segment  Web Segment    MP3 Audio  Audio Download (MP3)    CHB Chapters  CHB Chapters    MP4 - Mobile Video Seg  Video Download (MP4)    

From the program: Financial Services Conflicts of Interest & Fiduciary Duties 2016: Navigating the Emerging Regulatory Maze

Recorded on: Apr. 22, 2016

Taken from the Web Program Financial Services Conflicts of Interest & Fiduciary Duties 2016: Navigating the Emerging Regulatory Maze recorded April, 2016 in New York. ERISA Fiduciary Obligations [01:00:03] DOL focus on adviser and broker dealer identification of conflicts The DOL Fiduciary re-proposal and what it means going forward The Operation of the BICE exemption Speakers:  Maria Gattuso, Abigail B. Pancoast, ...

ERISA Fiduciary Obligations

Transcripts  Transcripts    

Recorded on: Apr. 22, 2016

CLIFFORD E. KIRSCH: There's a lot to cover and an exciting development. I'm very, very pleased to be joined by my colleague Vanessa Scott. Vanessa is a partner in Sutherland's Washington, DC office. Vanessa is in our Tax Practice Group and she advises on employee benefits and matters under ERISA. So thanks, Vanessa, for being here. To Vanessa's right is Maria Gattuso. Maria is Deloitte's lead regulatory advisory principle in the investment management ...

Featured Speaker: Francis J. Facciolo: The Evolution of the Fiduciary Duty

Transcripts  Transcripts    

Recorded on: Apr. 22, 2016

FRANCIS FACCIOLO: Chris already laid out, and my apologies for not being there for those of you who are in the room. But Chris already laid out the most basic way of thinking about this. It's an interesting area of the law. It's one of the types of areas that makes it fun to be a lawyer, because not only are there common law duties, but as Cliff has already talked about, there's an overlay of statutory duties, especially in the investment adviser ...

DOL Update: Compliance with the Fiduciary Rule, Other DOL Initiatives, and Recent DOL Enforcement Activities

One-Hour Briefing  One-Hour Briefing

On April 6, 2016 the Department of Labor (DOL) released the long-awaited ERISA Fiduciary Regulation.  The rule re-writes the definition of “investment advice” and is accompanied by the Best Interest Contract Exemption, which sets forth a labyrinthine scheme of required terms, disclosures, and exception.  At the same time, DOL has been busier than ever aggressively pursuing its enforcement initiatives and filing litigation nationwide.  ...

Ethics and ERISA for the Inside/Outside Attorney: Addressing Conflicting Voices

One-Hour Briefing  One-Hour Briefing

The ERISA lawyer practices in an area that is particularly susceptible to concerns regarding conflicts of interest.  Clients and client representatives are often wearing the proverbial "two hats," and the personal interests of an individual client contact can diverge from those of the employer-client in a range of circumstances.  In addition, there can be special concerns for the ERISA attorney who serves as inside counsel.    Please ...


  • FOLLOW PLI:
  • facebook
  • twitter
  • LinkedIn
  • GooglePlus
  • RSS

All Contents Copyright © 1996-2016 Practising Law Institute. Continuing Legal Education since 1933.