12-Hour Program

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Why You Should Attend

This two-day program provides an introduction to financial products and the underlying issues commonly encountered by clients. A faculty of experienced attorneys will introduce the varying kinds of financial products, their individual structures and uses, and the impacts of recent regulatory developments. This comprehensive program is especially helpful for those needing a primer on dealing with the more common financial investment products in the marketplace today. In addition to exploring individual financial products, there will be an in-depth assessment of what client priorities will look like in 2024. 

New this year is a discussion on securities lending, short selling and repurchase transactions. Experts will provide an overview of what a short sale is and will lay the groundwork for repurchase agreements’ documentation and regulations.

Rounding out the program is an overview of what legal ethics issues attorneys should anticipate in the current environment of working remotely and appearing virtually. The legal ethics rules that are commonly in play with predesignated counsel will also be analyzed. 

What You Will Learn

After completing this program, participants will be able to:

  • Gain insight into financial products and their structures
  • Become familiar with the basic economics of derivatives
  • Understand distributed ledgers, cryptocurrencies, and tokens 
  • Identify the common issues that trigger legal ethics rules when working with financial products

Who Should Attend

Attorneys and other professionals seeking an in-depth introduction or refresher to financial products.  

Special Feature(s): Featured Speaker: Shawn K. Lytle

Program Level: Overview

Prerequisites: None

Advanced Preparation: None

Credit Details

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