Oklahoma MCLE - Finance and Banking Courses

This is a listing of Finance and Banking CLE Courses for Oklahoma. Please make your selection below of Oklahoma 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.

Oklahoma MCLE
Accreditation Info

Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, offering courses directly approved for CLE by the Oklahoma MCLE Commission. To view our full accreditation details please .

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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

$55

2General Credits
The Secure ACT: Five Key Considerations

This CLE course will explain the SECURE Act (Setting Every Community Up For Retirement Enhancement) and its impact on the nation’s retirement system. The course will address the five main focus areas of the SECURE Act and how, as an attorney, the law may affect your financial plan. The course will cover topics such as the new age requirements for RMD’s and age limitations on traditional IRA’s, distribution options for beneficiaries, flexibility and options with regards to 529 p... More Info

$29

1General Credit
"Sweat Equity" in Small Businesses and Venture Startups: The Legal and Tax Issues

Issuing shares that are (nearly) tax-free is relatively simple when a small business or start-up first launches. When a shareholder or LLC member receives “sweat equity” or shares in exchange for labor, the tax and legal issues become a bit more complicated. This entertaining, fast-paced CLE course will explain the issues of treating “sweat equity” workers as regular employees as opposed to independent contractors, as well as explain the use of restricted stock, options, warrants and o... More Info

$29

1General Credit
The Uses of an Economist to Prove and Rebut Proof of Economic Damages in a Personal Injury Case or Wrongful Death Case

This practice-oriented CLE course, designed especially for attorneys litigating death and/or personal injury cases, offers practical information on the retention of an economist. The course is applicable regardless of jurisdiction or whether an attorney is for the defendant or plaintiff, and will address finding and retaining economists, the information, factual or otherwise, that an economist will require, work product and direct examination. Comprehensive in scope, the course will pr... More Info

$55

2.5General Credits
Building a Successful Solo Mergers and Acquisitions Practice

This informative CLE course will present the various tools that all successful merger and acquisition practices should have. The course will review the use of flowcharts and checklists as well as offer practice tips, client management strategies and software recommendations. More Info

$55

1.5General 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

$55

1.5General Credits
Ideas to Cash: Guiding Creative Clients In Monetizing Their Inventions and Other Creations

An idea can be difficult to express, much less to protect. The law offers various types of protections as well as a series of procedures to implement those protections including patents, trademarks, copyrights and trade secrets. This CLE course will review the different types of protections as well as how to monetize the methods. Samples of different methods and techniques for approaching targets will be presented so you can turn your clients’ ideas into profit. More Info

$55

2General Credits
GRAT and Valuation Planning After CCA 202152018: What Practitioners Need to Know

The CCA 202152018, released at the end of 2021, addresses the valuation challenge regarding the consideration that should be given to a potential sale when valuing an asset. Its impact on grantor retained annuity trusts (GRATs) and how an appraiser valuates the implications of a potential sale from no sale, conversations with buyers, letters of intent, binding contracts and so forth across the continuum. The recent changes place a possible sale fairly close to an actual sale in the pro... More Info

$55

1.5General Credits