Narrow Your Results
Narrow Your Results

Content

Programs & Webcasts

On-Demand

Publications

Faculty/Authors

CLE and Other Credit Types

CLE  

Search Programs

CLE Jurisdictions

CPD  

CFE-CPE (Fraud)  

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 40 Results


List View Table View

Hidden Pension Potholes: Managing Defined Benefit Risk in M&A Transactions and the 2018 New Tax Rules Window of Opportunity

MP3 Audio  Audio Download (MP3)    On-Demand Web Briefing  On-Demand One-Hour Briefing    

Recorded on: Mar. 1, 2018

Taken from the One-Hour Briefing Recorded March 2018 in New York Hidden Pension Potholes: Managing Defined Benefit Risk in M&A Transactions and the 2018 New Tax Rules Window of Opportunity [Total RunTime: 01:03:29] The volatility of the Defined Benefit (DB) plan funded status is often overlooked in M&A transactions.  Not only is it a challenge to identify the amount of underfunding to include in the purchase price but the volatility ...

Hidden Pension Potholes: Managing Defined Benefit Risk in M&A Transactions and the 2018 New Tax Rules Window of Opportunity

Transcripts  Transcripts    

Recorded on: Mar. 8, 2018

AMY TAUB: Hello. My name is Amy Taub, and I'm a program attorney with PLI, a nonprofit learning organization. I would like to welcome you to today's briefing, "Hidden Pension Potholes-- Managing Defined Benefit Risk in M&A Transactions and the 2018 New Tax Rules Window of Opportunity." Before we begin, I have some administrative announcements. This briefing will be one hour in length. Please feel free to send questions at any time during the briefing. ...

Bipartisan Budget Act of 2018: Examining the Many Health Care Provisions of a Law That Was Not Supposed to Be About Health Care

MP3 Audio  Audio Download (MP3)    On-Demand Web Briefing  On-Demand One-Hour Briefing    

Recorded on: Mar. 12, 2018

Taken from the One-Hour Briefing Recorded March 2018 in New York Bipartisan Budget Act of 2018: Examining the Many Health Care Provisions of a Law That Was Not Supposed to Be About Health Care [Total RunTime: 01:04:35] The recently-passed Bipartisan Budget Act included a handful of expected healthcare provisions, such as the so-called Medicare Extenders that enable continued payments to providers for particular services. The new law also contains ...

Cool Compensation Considerations for the Private Company 2018: Pay, Performance and 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: Cool Compensation Considerations for the Private Company 2018: Pay, Performance and Perspectives

Released on: Mar. 19, 2018

Many leading executive compensation experts agree that some of the most interesting and challenging issues in their practice in the context of privately held companies.   This program is specifically designed to bring leading experts to discuss cutting edge advanced developments on compensation and other “reward” practices for the non-publicly traded company.   Private equity funds and portfolio companies, startups, and ...

Tricky Issues for Private Company Equity-Based Compensation

Transcripts  Transcripts    

Recorded on: Mar. 13, 2018

STEVEN RABITZ: This is a true all-Star panel. It's quite honestly unrivaled in the field if I do say so myself. And since their names and their reputations speak for themselves, I'll just dispense with the briefest of introductions. To my immediate left is Rob Fleder, who's partner and chair of Paul Weiss's Employee Benefits and Executive Compensation Group. To his left is Andrew Oringer who's co-chair of Dechert's ERISA and Executive Compensation ...

Executive Compensation for the Non-Publicly Traded Company:  Comparisons, Contrasts, Trends and New Issues

Transcripts  Transcripts    

Recorded on: Mar. 13, 2018

MARISSA HOLOB: Thank you, Steve, for that great introduction and welcome everyone. We're really excited to be the first panel in what I know and I'm confident will be a very exciting day to talk about compensation arrangements for private companies. And what we're going to address this morning is how compensation packages for nonpublicly traded companies differ and in what ways are they similar to their public company counterpart. You know, what ...

Bipartisan Budget Act of 2018: Examining the Many Health Care Provisions of a Law That Was Not Supposed to Be About Health Care

Transcripts  Transcripts    

Recorded on: Mar. 19, 2018

SPEAKER 1: It is now my pleasure to turn this briefing over to Nick Manetto. NICK MANETTO: Well, good afternoon, and thank you very much for taking the time to join this session today. This happens to be our team's sixth PLI session over the past three years. We're really looking forward to this discussion about the many health care provisions that were enacted into law a little more than a month ago through the bipartisan Budget Act. Our goal will ...

ERISA Plans in the Financial Markets 2018

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 Plan Investments in Financial Markets 2018: The Fundamentals

Released on: Mar. 23, 2018

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 in connection ...

Commingled Investment Vehicles - VCOC/REOC/Hedge Funds/REITs

Transcripts  Transcripts    

Recorded on: Mar. 20, 2018

MARY E. ALCOCK: Hello. Welcome back. I hope everyone enjoyed the, what I thought was fascinating, lunch discussion about Bitcoin. I still don't understand it, so I'm still not going to invest in it. Anyway, back to-- I was going to say less esoteric things, but nothing about ERISA is not esoteric. But anyway, now we're going to dive into commingled investment vehicles, VCOC or REOCs, hedge funds, REITs, and basically all of the ERISA issues that ...

Case Study: New Financial Products and ERISA Plan Investment Compliance – Bitcoins and Other Virtual Currencies

Transcripts  Transcripts    

Recorded on: Mar. 20, 2018

[INTERPOSING VOICES] HOWARD PIANKO: Let me get ready for our lunchtime program. And just to show that the world doesn't keep changing, or does keep changing-- in the ERISA world, we're still dealing-- although the idea of Bitcoins is not that new. We first began to tackle that [INAUDIBLE] five years ago. But it's just grown and developed. And we've got to the point where we need to think about-- what are Bitcoins in terms of plan investments? And ...

Plan Assets Abroad - Foreign Transaction

Transcripts  Transcripts    

Recorded on: Mar. 20, 2018

HOWARD PIANKO: OK, this is it. It's been a long day, but I think a good one, with a lot of good programs. And the best is yet to come. We're going to go overseas with the next panel. Take a look at ERISA, and investments, and different issues that arise on the fiduciary side in terms of foreign transactions. On this panel, we have Jeanie Cogill. Jeanie is a partner at Morgan Lewis. Also, Drew Oringer from Deckard, and Jeff Ross from Fried Frank. So ...

ERISA Enacted in 1974 - New Rules Impact Financial Markets; The Prohibited Transaction Class Exemption That Resulted

Transcripts  Transcripts    

Recorded on: Mar. 20, 2018

HOWARD PIANKO: Thank you, Grace, and welcome. It's a bit-- I'll tell you, we designed this program intended as a basic-- it's called Fundamentals. And the reason for that is that we have a program which is intended-- we may have to rethink it-- which actually is in May covering a gamut of developments and expecting that attendees are very familiar with ERISA, especially in the investment end. And then we came up with the idea of having alternating ...

Fifth Circuit Vacates ERISA's Fiduciary Rule - Where (if Anywhere) Do We Go from Here?

MP3 Audio  Audio Download (MP3)    On-Demand Web Briefing  On-Demand One-Hour Briefing    

Recorded on: Apr. 10, 2018

Taken from the Audio-only Briefing Recorded April 2018 in New York Fifth Circuit Vacates ERISA's Fiduciary Rule - Where (if Anywhere) Do We Go from Here? [01:04:45] The Fifth Circuit's decision in Chamber of Commerce v. US Department of Labor represents a rebuke of the  Department of Labor’s (the "DOL") amended and controversial "investment advice" regulation under ERISA's fiduciary rules.  Depending on the end game here, ...

Fifth Circuit Vacates ERISA's Fiduciary Rule - Where (if Anywhere) Do We Go From Here?

Transcripts  Transcripts    

Recorded on: Apr. 17, 2018

ANNIE: It is now my pleasure to turn this briefing over to Andrew Oringer. ANDREW ORINGER: Thank you, Annie. I've done a series of hot topic sessions on ERISA cases over the years with PLI and with Amy. And usually we talk about developments in the Supreme Court. This time, though, we're going to be talking about a Fifth Circuit case, the case of Chamber of Commerce versus the Department of Labor. Indeed, ultimately, I think that, depending on the ...

SEC’s Fiduciary Rulemaking -- The Proposed Rules Are Unveiled

MP3 Audio  Audio Download (MP3)    On-Demand Web Briefing  On-Demand One-Hour Briefing    

Recorded on: May. 4, 2018

In addition to the credits listed to the right, this program also offers credit for ABA professional certification. SEC’S Fiduciary Rulemaking—The Proposed Rules Are Unveiled has been approved for 1.25 CRCM and 1.25 CTFA credits. This statement should not be viewed as an endorsement of this program or its sponsor. Taken from the Audio-only Briefing Recorded May 2018 in New York SEC’s Fiduciary Rulemaking -- The Proposed Rules Are ...

SEC’s Fiduciary Rulemaking -- The Proposed Rules Are Unveiled

Transcripts  Transcripts    

Recorded on: May. 11, 2018

AMY TAUB: It is now my pleasure to turn this briefing over to Cliff Kirsch. CLIFFORD E. KIRSCH: Thanks, thanks Amy. I appreciate it and we appreciate PLI putting this program together so soon after the SEC open meeting where they proposed these reforms. So there's a lot to cover. And what we want to do in this session is really approach this more from a survey level, because again we're talking about a package of proposals and reforms that have been ...

Pension Plan Investments 2018: 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 2018: Current Perspectives

Released on: May. 22, 2018

Experienced practitioners in the area of pension investment law, together with senior representatives of the Department of Labor, 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 ...

Current Plan Investment Issues

Transcripts  Transcripts    

Recorded on: May. 18, 2018

ARTUR H. KOHN: So let me just quickly introduce the next panel, where we're going to get from our regular contributors an update on current plan investment issues. Starting from all the way down next to Howard, Erin Cho from the Groom Law Group, David Cohen from Schulte, Barber Klippert from Morgan Lewis, and my former colleague and good friend, Steve Rabitz from Stroock. Who's starting off? BARBARA D. KLIPPERT: I am. ARTUR H. KOHN: Barbara? STEVEN ...

ERISA Litigation Review

Transcripts  Transcripts    

Recorded on: May. 18, 2018

ARTHUR H. KOHN: Welcome back, everyone. And we're going to get going with our regular annual, shall we say, back and forth on litigation topics, recent litigation topics. And we're going to follow this panel up with a discussion, also litigation related, on current ESOP issues, but that will follow in about an hour. So to start off, let me just introduce our panelists, who have been with us for the last handful of years at least, talking about litigation ...

“Holy _ _ _ _ : What Happens and What To Do When You Discover Prohibited Transactions”

Transcripts  Transcripts    

Recorded on: May. 18, 2018

ARTHUR H. KOHN: We're back, and we're going to start off immediately with our panel on prohibited transactions. I won't try to read the panel description, because there's a word that seems to be missing, but I will introduce the panel as quickly. Ira Bogner, to my immediate left, from Proskauer. Mary Alcock, my colleague. Bill Ryan from Newport Trust Company, and Veronica Wissel from Davis Polk. So who's going to start us off? WILLIAM E. RYAN III: ...

Cryptocurrencies and ERISA

Transcripts  Transcripts    

Recorded on: May. 18, 2018

ARTHUR KOHN: The home stretch now. And we're saving some of the more exciting new topics for towards the end of the program. And there's probably-- while not completely new-- definitely getting much attention, and that is the whole area of cyber currencies, bitcoins, et cetera, and how do you apply a new kind. We started many years ago with ERISA. Now we've got a whole new financial product. How do you factor in that product in terms of ERISA and ...

Current ESOP Practice and Litigation

Transcripts  Transcripts    

Recorded on: May. 18, 2018

ARTHUR KOHN: Let me introduce Erin Turley and thank her for coming to talk about ESOPs. Erin is at McDermott Will in Dallas. And we thought we'd spend some time on some recent developments, in particular on ESOP litigation, appraisals, and related issues. Erin? ERIN TURLEY: Great. Well, actually I think we've got a great segue from the ERISA litigation piece into the ESOP, and kind of more broadly, employer stock as an investment option piece. The ...

Employment Tax Considerations of the Tax Cuts and Jobs Act

MP3 Audio  Audio Download (MP3)    On-Demand Web Briefing  On-Demand One-Hour Briefing    

Recorded on: May. 31, 2018

Taken from the Web Program Employment Tax Considerations of the Tax Cuts and Jobs Act Recorded May 2018 in New York Employment Tax Considerations of the Tax Cuts and Jobs Act [01:02:00] The Tax Cuts and Jobs Act of 2017 (TCJA) is the most significant tax reform in more than thirty years.  Please join Thomas M. Cryan, Jr. and William Hays Weissman of Littler Mendelson P.C. as they provide an analysis of the provisions of TCJA that impact employers ...

Cross-Border Employment Law 2018 -- International Executive Compensation Hot Topics

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

From the program: Cross-Border Employment Law 2018

Recorded on: Jun. 6, 2018

Taken from the Web Program Cross-Border Employment Law 2018 Recorded June 2018 in New York International Executive Compensation Hot Topics [01:02:50] Key distinctions between executive and not-so-executive employment agreements Employee stock options: misconceptions and realities New limits on deferred compensation Clawbacks: a red herring? Moderator: Wendi S. Lazar Speakers: Susan P. Serota, Hironobu Tsukamoto, Alistair Woodland The ...

Employment Tax Considerations of the Tax Cuts and Jobs Act

Transcripts  Transcripts    

Recorded on: Jun. 7, 2018

AMY TAUB: It's now my pleasure to turn this briefing over to William Weissman. WILLIAM HAYS WEISSMAN: All right. Thank you, Amy. Welcome, everyone. Good morning or good afternoon, depending upon where you are. I think as everyone is probably well aware by now, in December, Congress passed what's been called the most sweeping tax reform in 30 years. Some have questioned whether it was really a true tax reform or not, but certainly the rules have ...


  • FOLLOW PLI:
  • twitter
  • LinkedIn
  • YouTube
  • RSS

All Contents Copyright © 1996-2018 Practising Law Institute. Continuing Legal Education since 1933.

© 2018 PLI PRACTISING LAW INSTITUTE. All rights reserved. The PLI logo is a service mark of PLI.