Massachusetts CLE - Finance and Banking Courses
This is a listing of Finance and Banking CLE Courses for Massachusetts. Please make your selection below of Massachusetts CLE courses. Click "Add To Cart" to purchase Individual CLE Courses. For more information about a particular CLE course, click on the "More Info" link. Click the "Preview" button to view a short preview of the course.
Massachusetts CLE
Accreditation Info
CLE is voluntary for Massachusetts attorneys. To view our full accreditation details please .
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Cryptomorphing The Legal Profession: Musings From A Stacker In The Rye
Blockchain technology and cryptocurrency is a complicated area with a far-reaching impact on the legal profession. This CLE course will explore topics from the acceptance of cryptocurrency as payment for legal services to cryptocurrency and blockchain technology’s impact on payment systems’ security transactions, public record filing and smart contracts. The goal of the course is to motivate participants to learn more about this dynamic and exciting area of study. More Info
$551.5General Credits -
Complexities of Acquiring Control: Where the Fed’s Control Rule Meets Other Regulatory Definitions
The Federal Reserve’s finalized revisions to determining one company’s control over another for purposes of the Bank Holding Company Act and the Home Owners’ Loan Act have been completed and though the final rule codified existing control standards, it simultaneously introduced new concepts and raised critical questions about the industry. Since these revisions, the industry has continued to grapple with how these revisions should be applied, particularly as it applies to contractual r... More Info
$551.5General Credits -
Collections in the Age of Covid
COVID-19 has wreaked havoc on every industry, from the largest corporation to the smallest mom and pop shop. Unemployment is rampant and many people as struggling to stay afloat. Given the widespread loss of income, how can one be expected to repay loans taken before the crisis hit? And how to anticipate when payments could reasonably be made? This CLE course will explain the issue of outstanding receivables and the difference between commercial and consumer collections as they relate t... More Info
$551.5General Credits -
Broker Lien Rights: What Attorneys Need to Know
Presented by a seasoned attorney who authored or lobbied on behalf of the roughly 34 states with commercial real estate broker lien rights, this CLE course will address a variety of related issues. The course will address protected commission claims, the prerequisite of such claims, timing, and legislative history. Advice on enforcements as well as guidelines for drafting a lien, asserting and serving a claim, foreclosing and defending judgement a the appellate level will be addressed.... More Info
$551.5General Credits -
Accounting Principles for Attorneys: What Every Lawyer Needs to Know
The drafting of documents and generating of reports should be second nature to those in the legal profession. But in the realm of accounting, lawyers may find themselves completely over their heads. This CLE course explores the various accounting principles and standards every lawyer must know. The course describes the various organizations involved in setting the standards, how to create a balance sheet, arrange a corporate capital structure, present an income statement and a statement of cas... More Info
$551.5General Credits -
Accommodating Non-U.S. Investors: Structuring Real Estate and Other Fund Investments to Minimize U.S. Tax Impacts
This CLE course will explain the process by which both hedge funds and private equity funds may minimize the tax burden for non-US investors. Presented by Michelle Itri and David Schulder, tax attorneys at Tannenbaum Helbern as well as RSM US LLP’s International Tax Principal Max Strimber, the course will focus on legal avenues to avoid US tax filing obligations on what is called effectively connected income. The term typically applies to an investment made by a non-US citizen in US real estate,... More Info
$551.5General Credits -
What Attorneys Need to Know About Capital Markets and Ratings
Ratings play a critical role in today's capital markets and the global economy. While lawyers come across ratings every day, they may not know what a rating actually means. Many do not understand the role that ratings played in the Credit Crisis. This informative CLE course presented by Jack Chen, a New York attorney and ratings expert, explains everything a lawyer should know about ratings and rating agencies. The course examines the regulatory framework and explains who uses ratings... More Info
$291.25General Credits -
Unfair, Deceptive, or Abusive Acts or Practices: “I’ll Know It When I See It…”
One of the most important regulations in the mortgage industry, UDAAP or Unfair, Deceptive, or Abusive Acts or Practices impacts every other lending regulation including marketing, fair lending, licensing and communication). It also impacts every aspect of the lending cycle. The regulation, however, is fairly subjective and difficult to defend against. This CLE course will explain how the regulation operates in practice and provide critical knowledge for lending and real estate lawyers... More Info
$291.25General Credits -
The Nuts, Bolts and New Developments in Land Use Practice in New York City
Land use in New York City has undergone dramatic changes which include recent developments on grant applications by the City Planning Commission and City Council. This CLE course will examine these changes and the new emphasis on affordable housing and public realm improvements which have greatly shaped New York City land use practice in the past year. The course will explore the basics in New York City land use practice and review the course of development under New York’s City Zoning Resolutio... More Info
$291.25General Credits -
The Impact of COVID-19 on Mortgages and Foreclosures in New York State
The housing security of millions of Americans is being threatened by the shock of COVID-19. Federal, state and local judiciaries are moving quickly to prevent foreclosures and the ways in which a borrower’s home in New York State can be preserved. This CLE course will explain how the pandemic has affected mortgages and foreclosures. The course will review federal foreclosure moratoriums and forbearance of mortgage payments under the Coronavirus Aid, Relief and Economic Security Act (CA... More Info
$291.25General Credits
