Resource Library

Date
Location:

Palm Desert, CA
United States

Date:
Presenters:
Stephany Olsen-LeGrand
Type:
Presentation
Description: About This session will provide a review of recent bankruptcy rulings. Ms. Olsen-LeGrand will provide insight on the impact and effect of the rulings the Sabine and Quicksilver bankruptcies will have on midstream contracts. 1.5 hrs CLE; 1.5 hrs CE…
Location:

Palm Desert, CA
United States

Date:
Presenters:
Kevin Kindall
Type:
Presentation
Description: Counterparty exposure metrics are an increasingly popular and useful way to measure both counterparty exposure and potential funding requirements. This session will present an overview of the common exposure metrics and a step-by-step process to estimate…
Location:

Palm Desert, CA
United States

Date:
Presenters:
Teri Brown, Michael Etkin
Type:
Presentation
Description: A discussion of the steps to consider and helpful hints to plan and conduct a successful negotiation. This course goes beyond the basics to encourage creative solutions and facilitate an acceptable outcome for everyone. 1.5 hrs CLE; 1.5 hrs CE Objectives…
Location:

Palm Desert, CA
United States

Date:
Presenters:
John Evenstad, Isidro Zambrano, Craig Enochs
Type:
Presentation
Description: This session provides an overview of the new Letter of Credit Forms drafted by the CLEG Letters of Credit Working Group. Topics to be discussed include (i) optimal letter of credit provisions to include in Paragraph 13 of the 1994 and 2016 ISDA Credit…
Location:

Palm Desert, CA
United States

Date:
Presenters:
John Evenstad, Mark Holler, James Pappenfus, Stephanie Raessler, Craig Enochs
Type:
Presentation
Description: Vontracts is changing. Topics to include addressing changes in current market and risk factors, providing specific examples how standard credit terms are changing to mitigate risk and discussing creative credit solutions. 1.5 hrs CLE; 1.5 hrs CE…
Location:

Palm Desert, CA
United States

Date:
Presenters:
Jeremy Weinstein
Type:
Presentation
Description: The REC market has developed over the past decade. Learn more about how state regulation relates to contracting REC standards and the trading of RECs. Weinstein will also discuss the documentation used in trading RECs and how companies can use these forms…
Location:

Palm Desert, CA
United States

Date:
Presenters:
Ana Lai
Type:
Presentation
Description: This session will go beyond the financial statement. Beginning with a quick look from a Credit 101 view, the session will delve deeper into the following industries: government with a focus on municipalities and school districts; income properties; health…
Location:

Palm Desert, CA
United States

Date:
Presenters:
David YI
Type:
Presentation
Description: Knowing Your Customer (KYC) due diligence policies are evolving globally, particularly for businesses involved with international trade. This session will cover the importance of having effective KYC guidelines in place to assess the integrity of…
Location:

Palm Desert, CA
United States

Date:
Presenters:
Caleb Johnson
Type:
Presentation
Description: An update on the current M&A environment and how it has changed based on the current financial climate. In addition to recent market trends and driving factors, this session will look into the key financial diligence issues that can surface during an…
Location:

Palm Desert, CA
United States

Date:
Presenters:
Daniel Mosher
Type:
Presentation
Description: This session will be an overview of how to spot fraudulent accounting items within a financial statement. The session will delve into what to look for and how shenanigans can be found to help counter parties know if there are troubling areas to review…