2018 Advanced Legal Issues Workshop

Starts:  Apr 17, 2018 8:30 AM (ET)
Ends:  Apr 19, 2018 1:00 PM (ET)


Otterbourg P.C.
230 Park Avenue
New York, NY 10169-0075


The Advanced Legal Issues Workshop is designed specifically for the non-attorney. Over the course of 3 days, leading lawyers in the ABL industry will take you through the legal process of ABL deals, how to protect yourself and mitigate risk, and what you need to know about getting out of a bad deal. In the end, you will learn about legal principles that affect your current job, and be prepared for any legal question that comes your way.

Program Fee

$745.00 Members
$1,045.00 Non-Members

Program Times

Tuesday, April 17 8:30 am - 5:00 pm
Wednesday, April 18 8:30 am - 5:00 pm
Thursday, April 19 8:30 am - 1:00 pm

A continental breakfast will be served each morning at 8:30 a.m. The program will begin at 9:00 a.m. Lunch is provided.


David W. Morse, Partner, Otterbourg P.C. 
Michael Barocas, Partner, Otterbourg P.C. 
Valerie Mason,  Partner, Otterbourg P.C.


  • Multi-lender transactions
  • Subordination
  • Documentation
  • Fraudulent conveyance
  • Bankruptcy
  • Lender liability
  • Unitranche

For more information, click here.

Who Should Attend?

Program Level: Advanced

Senior managers, account managers, loan officers, new business staff, credit officers and others with a minimum of five years of asset-based lending experience.

Refund / Cancellation Policy

The Commercial Finance Association reserves the right to cancel any program due to insufficient enrollment.

We recognize that plans can change due to business priorities, and we will work with you to find another workshop date that better suits your schedule. In order to receive a refund, you must submit written notification no less than five business days prior to the program start date.


Recommended CPE Credits: 19

Commercial Finance Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org

Use "Active Registration" link above to edit a partial registration.
Jeff Walsh


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