September 2022
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American Bar Association Business Law Section Annual Meeting, Washington, DC, presented UCC Financing Statement Debtor Name Fundamentals (with Paul Hodnefield and Christina Rissler).
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December 2021
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American College of Commercial Finance Lawyers, virtual presentation on pending commentaries of the Permanent Editorial Board for the Uniform Commercial Code (with Steven O. Weise and Edwin E. Smith).
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July 2020
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American Bar Association Business Law Section, virtual presentation based on Don’t Just Do Something – Stand There! A Modest Proposal for a Model Standstill/Tolling Agreement (with Professor Jonathan C. Lipson; see publications below).
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June 2020
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American College of Commercial Finance Lawyers, virtual presentation based on Don’t Just Do Something – Stand There! A Modest Proposal for a Model Standstill/Tolling Agreement (with Professor Jonathan C. Lipson; see publications below).
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May 2020
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Temple University Small Business Development Center, Philadelphia, PA, virtual presentation based on Don’t Just Do Something – Stand There! A Modest Proposal for a Model Standstill/Tolling Agreement (with Professor Jonathan C. Lipson; see publications below).
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May 2020
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Congregation Rodeph Shalom, Philadelphia, PA, virtual presentation based on Don’t Just Do Something – Stand There! A Modest Proposal for a Model Standstill/Tolling Agreement (with Professor Jonathan C. Lipson; see publications below).
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November 2019
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American Bar Association Business Law Section Commercial Finance Committee CLE Fall Forum, New York, NY, presented Delaware LLCs: Recent Amendments Allowing Divisions and Registered Series.
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May 2018
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ALI CLE’s Advanced Commercial Finance: Critical Issues Below the Surface, New York, NY, presented Who is the Debtor? The Curious Case of Trusts, LLPs, Series of LLCs, and Related Entities (with Teresa Wilton Harmon and Professor Neil B. Cohen).
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April 2018
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Florida Bar Association, Tampa, FL, Scheduled to co-present (with Steven O. Weise) Key Fundamentals and Hot Topics, and Report From the Permanent Editorial Board for the Uniform Commercial Code to the In Depth UCC program presented by the Business Law Section of the Florida Bar Association
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February 2018
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North Carolina Bar Association Business Law Section, Pinehurst, NC, presented UCC Article 9 Review and Preview, covering key issues and practices to avoid common filing errors, and the different risks paper-based and electronic filings pose for both secured parties and lawyers providing legal opinions.
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September 2017
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American Bar Association Section Officers Conference, Chicago, IL, participated in the panel discussion Successes in Publishing, an overview of salient issues in the development, distribution, and discoverability of books and periodicals by the ABA, its Business Law Section, and other constituents.
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September 2017
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National Public Records Research Association Annual Meeting, Nashville, TN Presented Series LLCs and the UCC, an overview of salient issues under the Limited Liability Company Protected Series Act approved by the Uniform Law Commission at its 2017 Annual Meeting, and the current, non-uniform laws of several states.
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May 2017
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American Bar Association Business Law Section Business Bar Leaders Conference, Chicago, IL, presented Content Convergence (with Jeannie Frey, Jonathan Lipson, Rick Paszkiet, and Vince Polley).
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March 2017
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The Bryn Mawr Trust Company, Greenville, DE, presented an overview of UCC Article 9 with emphasis on Part 5 (Filing).
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March 2017
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Incorporating Services, Ltd., Camden, DE, presented an overview of UCC Article 9 with emphasis on Part 5 (Filing).
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September 2016
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American College of Mortgage Attorneys Annual Meeting, Newport Beach, CA, presented Taking Delaware Limited Liability Company Interests as Collateral for the Loan (with Paul L. Hamman and Bradley N. Gibson, and Dennis B. Arnold).
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September 2016
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American Bar Association Business Law Section Annual Meeting, Boston, MA, presented The Brave New World of Electronic UCC Filing – Are Filers, Secured Parties, and Opining Counsel on the Same Page? (with Paul Hodnefield and Anna S. Mills).
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May 2016
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ALI CLE’s Commercial Lending Today, Chicago, IL, presented Lending to Trusts, Series LLCs, and Related Entities (with Lisa R. Jacobs and Steven O. Weise).
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May 2016
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American Bar Association Business Law Section Business Bar Leaders Conference, Chicago, IL, presented Content Convergence (with Jeannie Frey, Jonathan Lipson, Rick Paszkiet, and Vince Polley).
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April 2016
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American Bar Association Business Law Section Spring Meeting, Montreal, QC, presented Key Considerations for LLC Interest Collateral (substituting for Stephen Sepinuck, with Penelope Christophorou and Tarik Haskins).
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April 2016
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American Bar Association Business Law Section Spring Meeting, Montreal, QC, presented Secured Lending to Series of LLCs: Beware What You Do Not (and Cannot) Know.
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November 2015
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American College of Commercial Finance Attorneys, Fellows Update Call, Delaware Goes Paperless (Sort Of) – overview of Delaware’s elimination of paper UCC filings and direct submission of paper-based UCC filings and related indexing issues.
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September 2015
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National Public Records Research Association Annual Meeting, Santa Fe, NM, presented Series LLCs: A Good Idea at the Time, But Now, Not So Much, an introduction to Series, highlighting uncertainties under current law including recognition or disregard of internal liability shields, Uniform Commercial Code Article 9, and Bankruptcy Code issues.
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September 2015
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National Public Records Research Association Annual Meeting, Santa Fe, NM, presented UCC Article 9 – Highlights of the 2010 Amendments and Ongoing Issues, a review of recent amendments to and ongoing issues with UCC Article 9, including debtors’ names, registered organizations, information statements, and the growing problem of unauthorized “rogue” filings and the various responses to the problem.
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September 2015
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American Bar Association Business Law Section Annual Meeting, Chicago, IL, presented Traps the Unwary: Epic Lawyer Fails Under Business Entity and UCC Law and How to Avoid Them (with Tom Rutledge).
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September 2015
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American Bar Association Business Law Section Annual Meeting, Chicago, IL, presented Weapons of Mass Harassment: Dealing with Fraudulent UCC Filings, a discussion of the growing volume of fraudulent UCC filings, the steps taken by some states to address them, and the legal and practical issues presented by both the “problem” and the “cure” (with Paul Hodnefield and Rebecca Longfellow).
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August 2015
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Strafford, Webinar, planned and co-led discussion on Lending to Series of Limited Liability Companies (with Jonathan Arkin).
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May 2015
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Association of Commercial Finance Lawyers Annual Continuing Legal Education Weekend, National Harbor, MD, presented current developments in the Delaware Court of Chancery and Delaware Supreme Court (with Lee Trainer and Elena Norman).
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May 2015
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American Bar Association Business Law Section Business Bar Leaders Conference, Chicago, IL, presented Developing and Delivering Value through Content (with Jeannie Frey, Jonathan Lipson, and Susan Tobias).
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May 2015
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ALI CLE’s Commercial Lending Today, New York, NY, presented Lending to Series LLCs and Related Entities (with Lisa R. Jacobs and Steven O. Weise).
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February 2015
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North Carolina Bar Association Business Law Section, Pinehurst, NC, presented an overview of the 2010 Amendments to UCC Article 9.
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January 2015
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Strafford, Webinar, presented "Pledge Agreements for Equity Interests in Partnerships and LLCs – Drafting Security and Operating Agreements to Maximize Protection for Lenders”, a 90 minute CLE program considering the interplay between secured transactions law and alternative entity law.
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September 2014
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American Bar Association Business Law Section Annual Meeting, Chicago, IL, planned and co-led discussion on Lending to Series of Limited Liability Companies (with E. Carolan Berkley).
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September 2014
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American Bar Association Business Law Section Annual Meeting, Chicago, IL, participated in panel discussion on “The Future of Claims Trading;” discussed Uniform Commercial Code issues.
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July 2014
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American Law Institute, Philadelphia, PA, planned and co-led discussion on Lending to Series of Limited Liability Companies (with Jonathan Arkin).
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June 2014
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Incorporating Services Ltd., Washington, DC, presented an overview of the 2010 Amendments to UCC Article 9.
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June 2014
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American Law Institute, Philadelphia, PA, planned and moderated discussion on Corporate Duties in Distressed M&A Tranactions: From Letter of Intent to Closing (with Sean M. Beach, Tadd Crane, James Doak, and Matthew K. Kelsey).
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May 2014
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Incorporating Services Ltd., Dover, DE, presented an overview of the 2010 Amendments to UCC Article 9.
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May 2014
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American Law Institute, Philadelphia, PA, planned and moderated discussion on recent case law developments in the United States District Court for the District of Delaware, the United States Bankruptcy Court for the District of Delaware, the Delaware Court of Chancery, and the Delaware Supreme Court (with Sean M. Beach, Anne Shea Gaza, Judith T. Kitano, and Christian Douglas Wright).
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November 2013
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Strafford, Webinar, presented "Pledge Agreements for Equity Interests in Partnerships and LLCs – Drafting Security and Operating Agreements to Maximize Protection for Lenders”, a 90 minute CLE program considering the interplay between secured transactions law and alternative entity law.
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October 2013
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Working Group on Legal Opinions (WGLO), New York, NY, Alternative Entity Opinions. Planned and co-led discussion on preparation of third party legal opinions relating to non-corporate entities, with emphasis on “series” of Delaware limited liability companies.
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October 2013
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Delaware Secretary of State Executive Strategic Planning Conference, Rehoboth, DE, presented an overview of the 2010 Amendments to UCC Article 9.
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June 2013
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American Law Institute, Philadelphia, PA, What’s This Business Worth? Working with Valuation Experts. Planned and moderated live teleconference on valuation issues and methodologies for both solvent and insolvent entities, with emphasis on the use of valuation experts in the Delaware Court of Chancery and the Unites States Bankruptcy Court for the District of Delaware.
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May 2013
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American Law Institute, Philadelphia, PA, What’s in a Name? (and More): The Proposed 2010 Revisions to UCC Article 9. Planned and presented live teleconference on the 2010 Amendments to UCC Article 9 (with Steven O. Weise and Paul Hodnefield).
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May 2013
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Delaware Paralegal Association, Wilmington, DE, Recent Amendments to Article 9 of the Delaware Uniform Commercial Code. Presented CLE program on the 2010 Amendments to UCC Article 9 as enacted in Delaware.
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May 2013
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Delaware State Bar Association, Commercial Law Section, Wilmington, DE, Recent Amendments to Article 9 of the Delaware Uniform Commercial Code. Presented CLE program on the 2010 Amendments to UCC Article 9 as enacted in Delaware.
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May 2013
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Working Group on Legal Opinions (WGLO), New York, NY, Alternative Entity Opinions. Planned and co-led discussion on preparation of third party legal opinions relating to non-corporate entities, with emphasis on Delaware limited liability companies.
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May 2013
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American Law Institute, Philadelphia, PA, Fiduciary Duty in Delaware Alternative Entities – an Update. Planned and moderated live teleconference on recent and pending developments in fiduciary duties in the corporate and alternative entity context.
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May 2013
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American Law Institute, Philadelphia, PA, Mezzanine Loans: The Vagaries of Membership Interest Collateral Planned and presented live teleconference on loans secured by interests in limited liability companies, particularly Delaware limited liability companies the 2010 Amendments to UCC Article 9 (with James D. Prendergast and Steven O. Weise).
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October 2012
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National Corporate Research, Chicago, IL, presented two-part CLE seminar (i) comparing and contrasting “series” under the Delaware and the Illinois Limited Liability Company Acts, and (ii) reviewing 2012 legislative amendments to Delaware’s corporations and alternative entity laws.
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October 2012
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New York County Lawyer’s Association (NYCLA), New York, NY, planned, moderated, and co-presented CLE program on recent caselaw developments on Delaware Non-Corporate Entities (with Lawrence A. Hamermesh and Vice Chancellor Donald F. Parsons).
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May 2012
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Working Group on Legal Opinions (WGLO), New York, NY, Motions to Dismiss: Should Legal Opinions Contain Specific Statements to Enable Earlier Dismissal of Lawsuits? Co-presented program on defense of claims based on Legal Opinions, considering possible lessons offered by Fortress Credit Corp. v. Dechert LLP, 934 N.Y.S.2d 119 (N.Y. App. Div. 2011).
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May 2012
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National Corporate Research, Los Angeles, CA, presented two-part CLE seminar on the pending 2010 Amendments to UCC Article 9 and loans secured by interests in limited liability companies, particularly Delaware limited liability companies.
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April 2012
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National Corporate Research, Chicago, IL, presented two-part CLE seminar on the pending 2010 Amendments to UCC Article 9 and loans secured by interests in limited liability companies, particularly Delaware limited liability companies.
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March 2012
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America Bar Association Business Law Section Spring Meeting, Las Vegas, NV, presented and moderated panel discussion on UCC Article 9’s complex rules for security interests in proceeds of original collateral, including recent case law developments, tracing rules, special issues relating to broadcast licenses, interests in limited liability companies, commercial tort claims, sales taxes collected on disposition of inventory, "greens fees” and the like relating to golf course and other recreational uses, and the Bankruptcy Code's Section 552 "proceeds" rule.
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October 2011
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Association of Commercial Finance Attorneys, New York, NY, participated in panel presentation on loans secured by interests in limited liability companies, particularly Delaware limited liability companies.
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October 2011
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National Corporate Research, New York, NY, presented two-part CLE seminar on the pending 2010 Amendments to UCC Article 9 and loans secured by interests in limited liability companies, particularly Delaware limited liability companies.
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June 2011
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Strafford, Webinar, participated in panel presentation & discussion of preparation and delivery of third party opinion letters regarding limited liability companies, and the forthcoming Supplemental TriBar LLC Opinion Report entitled “Opinions on LLC Membership Interests.”
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June 2011
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ALI-ABA, Chicago, IL, participated in panel presentation & discussion of the pending 2010 Amendments to UCC Article 9 (with Professor Neil B. Cohen (Brooklyn Law School), Professor Steven L. Harris (Chicago-Kent College of Law), and Harry C. Sigman, Esq.).
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April 2011
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America Bar Association Business Law Section Spring Meeting, Boston, MA, presented “Trusts & Trustees as Debtors Under UCC Article 9” – an explanation and step-by-step guide to the granting and perfecting of security interests in collateral held by trusts and trustees.
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December 2010
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ALI-ABA, Telecast Presentation, presented “Revising Revised Article 9 – A Preview” - an overview of the 2010 Amendments to UCC Article 9.
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October 2010
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ALI-ABA, Telecast Presentation Replay, presented "Mezzanine Loans -- The Vagaries of Membership Interest Collateral," a one hour CLE program considering the interplay between secured transactions law and alternative entity law.
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October 2010
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Delaware Secretary of State Executive Strategic Planning Conference, Rehoboth, DE, presented an overview of the 2010 Amendments to UCC Article 9.
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October 2010
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Kaye Scholer LLP, New York, NY, presented (i) "Mezzanine Loans -- The Vagaries of Membership Interest Collateral," a one hour CLE program considering the interplay between secured transactions law and alternative entity law, and (ii) an overview of the 2010 Amendments to UCC Article 9.
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August 2010
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ALI-ABA, Telecast Presentation, presented "Mezzanine Loans -- The Vagaries of Membership Interest Collateral,” a one hour CLE program considering the interplay between secured transactions law and alternative entity law.
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August 2010
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American Bar Association Annual Meeting, San Francisco, CA, presented "Mezzanine Loans -- The Vagaries of Membership Interest Collateral" at the meeting of the Investment Securities Subcommittee of the Uniform Commercial Code Committee, Business Law Section, American Bar Association, a one hour CLE program considering the interplay between secured transactions law and alternative entity law.
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August 2010
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American Bar Association Annual Meeting, San Francisco, CA, moderated and presented "Never Really Thought About It: Understanding "Miscellaneous" Provisions and Other Background Text in Agreements," a two hour CLE program jointly sponsored by the Uniform Commercial Code and Commercial Finance Committees of the American Bar Association's Business Law Section.
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June 2010
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American Bar Association’s Section of Business Law, Telecast Presentation, moderated and presented portions of program providing overview of issues related to creation and perfection of security interests under Uniform Commercial Code Article 9, drafting and filing financing statements, and formulating and reviewing UCC searches.
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May 2010
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The Delaware Paralegal Association, Wilmington, DE, presented lecture on revisions to Uniform Commercial Code Revised Article 9 currently under consideration by the Joint Review Committee constituted by The Uniform Law Commissioners and The America Law Institute.
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May 2010
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Incorporating Services, Ltd., Washington, DC, presented lecture on revisions to Uniform Commercial Code Revised Article 9 currently under consideration by the Joint Review Committee constituted by The Uniform Law Commissioners and The America Law Institute.
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April 2010
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American Bar Association’s Section of Business Law - Institute for the Young Lawyer, Denver, CO, moderated and presented portions of program providing overview of issues related to creation and perfection of security interests under Uniform Commercial Code Article 9, drafting and filing financing statements, and formulating and reviewing UCC searches.
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April 2010
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Incorporating Services, Ltd., Washington, DC, presented program considering issues of practical concern to filers and searchers under Uniform commercial code Article 9, featuring a summary of selected amendments to Article 9 currently under consideration by the Joint Review Committee constituted by The Uniform Law Commissioners and The America Law Institute.
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October 2009
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Delaware Secretary of State’s Executive Strategic Planning Conference, Rehoboth, DE, presented lecture on possible revisions to Uniform Commercial Code Revised Article 9 currently under consideration by the Joint Review Committee constituted by The Uniform Law Commissioners and The America Law Institute.
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October 2009
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Working Group on Legal Opinions, Section of Business Law, American Bar Association, New York, NY, presenter and reporter for breakout session focusing on the use of opinion limitations in third-party opinions, and opinions rendered directly to clients.
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August 2009
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American Bar Association Section of Real Property, Trust and Estate Law, Chicago, IL, speaker on Rev. Rul. 2004-86 and the use of Delaware statutory trusts and Delaware limited liability companies in section 1031 like-kind exchanges and tenant-in-common (TIC) transactions for a panel discussion titled “Creative Financing for Troubled Times.”
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June 2009
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Incorporating Services, Ltd., Washington, DC, speaker on filing and searching issues under Revised Article 9, with emphasis on practice tips for avoiding common mistakes and misunderstandings, and possible revisions currently under consideration by the Joint Review Committee constituted by The Uniform Law Commissioners and The America Law Institute.
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May 2009
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Wilmington Tax Group, Wilmington, DE, presented lecture on the structure, use, and special secured transactions and bankruptcy issues presented by Delaware limited liability companies.
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April 2009
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Delaware State Bar Association CLE, Wilmington, DE, organized and moderated a CLE program highlighting current issues in third-party legal opinion practice.
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February 2009
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Florida Bar Association, Tampa and Miami, FL, presented programs discussing (i) issues unique to the closing, and foreclosing, of mezzanine loans, and (ii) current and emerging issues relating to Series LLCs, the UCC, and the Bankruptcy Code.
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Summer 2008
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U.S. Bank National Association, Wilmington, DE, presented an in-house seminar series to corporate trust professionals. Topics included common law and statutory trusts, the Trust Indenture Act, use of trusts in the financing of selected assets, use of trusts in securitization transactions, and secured transactions law.
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April 2008
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American Bar Association’s Business Law Section Spring Meeting, Dallas, TX, speaker on Delaware non-uniform provisions of Uniform Commercial Code Articles 8 and 9 as in effect in Delaware relating to perfection of security interests in deposit accounts, securities accounts, uncertificated securities, and security entitlements.
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April 2008
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American Bar Association’s Business Law Section Spring Meeting, Dallas, TX, speaker on ethical issues and requirements for lawyers and closing agents presented by transactions involving real estate, with emphasis on multi-jurisdictional transactions and the concurrent application of multiple rules of professional conduct and rules governing the unauthorized practice of law.
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February 2008
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American Bar Association’s CLE Teleconference and Live Audio Webcast Series, speaker on ethical issues and requirements for lawyers and closing agents presented by transactions involving real estate, with emphasis on multi-jurisdictional transactions and the concurrent application of multiple rules of professional conduct and rules governing the unauthorized practice of law.
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January 2008
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TAG Academy Webinar Series, speaker on the many components of an SPE with special attention being paid to the Delaware Statutory Trust and the Delaware Limited Liability Company, including discussions on bankruptcy issues, limitations, exceptions, perfection, filing, and a look at Delaware law in regard to the subject.
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November 2007
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American Bar Association’s Commercial Finance (formerly Commercial Financial Services) Committee Fall Meeting, Phoenix, AZ, speaker on ethical issues and requirements for lawyers and closing agents presented by transactions involving real estate, with emphasis on multi-jurisdictional transactions and the concurrent application of multiple rules of professional conduct and rules governing the unauthorized practice of law.
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November 2007
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Foley & Lardner, Boston, MA, speaker on issues attendant to forming and opining on Delaware alternative entities such as limited liability companies and statutory trusts, including consideration of legislative amendments effective August 1, 2007.
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July 2007
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Standard & Poor’s Legal Department, New York, NY, speaker on 2007 legislation amending the Delaware Limited Liability Company Act and the Delaware Revised Uniform Limited Partnership Act.
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December 2006
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Information Management Network’s Tenant in Common Transactions Forum, New York, NY, speaker on the use of Delaware statutory trusts and Delaware limited liability companies in section 1031 like-kind exchanges and tenant-in-common (TIC) transactions.
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December 2006
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Fulbright & Jaworski, L.L.P., New York, NY, speaker on structure and use of Delaware limited liability companies and Delaware statutory trusts as bankruptcy-remote special purpose entities.
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October 2006
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Delaware Department of State’s Executive Strategic Planning Conference, Rehoboth, DE, speaker on filing and searching issues under Revised Article 9, with emphasis on practice tips for avoiding common mistakes and misunderstandings.
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July 2006
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Standard & Poor’s Legal Department, New York, NY, speaker on 2006 legislation amending the Delaware Limited Liability Company Act and the Delaware Statutory Trust Act and market trends in the use of such entities.
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November 2005
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American Bar Association’s Commercial Financial Services Committee Fall Meeting, San Diego, CA, speaker on filing and searching issues under Revised Article 9, with emphasis on practice tips for avoiding common mistakes and misunderstandings.
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October 2005
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Federation of Exchange Facilitators Annual Conference, Las Vegas, NV, speaker on Rev. Rul. 2004-86 and the use of Delaware statutory trusts and Delaware limited liability companies in section 1031 like-kind exchanges and tenant-in-common (TIC) transactions.
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October 2005
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Delaware Department of State’s Executive Strategic Planning Conference, Rehoboth, DE, speaker on filing and searching issues under Revised Article 9, with emphasis on practice tips for avoiding common mistakes and misunderstandings.
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August 2005
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Cannon Financial Institute’s Corporate Trust II, Boston, MA, instructor on Uniform Commercial Code Article 9, with emphasis on filing and searching.
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July 2005
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sInstitute for International Research’s Successful Strategies for Tenant-in-Common Transactions & 1031 Exchanges, Chicago, IL, speaker on Rev. Rul. 2004-86 and the use of Delaware statutory trusts and Delaware limited liability companies in section 1031 like-kind exchanges and tenant-in-common (TIC) transactions.
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May 2005
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International Association of Commercial Administrators Annual Conference, Fredericton, New Brunswick, presented summary reflections on three day conference – “Reflections on Fredericton – The Humorous Side of the Filing Office.”
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April 2005
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38th Annual Uniform Commercial Code Institute, Chicago, IL, speaker on filing and searching issues under Revised Article 9, with emphasis on practice tips for avoiding common mistakes and misunderstandings.
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November 2004
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Information Management Network’s Tenant in Common Transactions Forum, New York, NY, speaker on Rev. Rul. 2004-86 and the use of Delaware statutory trusts and Delaware limited liability companies in section 1031 like-kind exchanges and tenant-in-common (TIC) transactions.
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November 2004
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American Bar Association’s Commercial Financial Services Committee Fall Meeting, Philadelphia, PA, speaker on Planning for Changes in Character of Collateral, with emphasis on interests in Delaware corporations and alternative entities as collateral.
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September 2004
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The Structured Finance Institute, Inc.’s Introduction to Securitization Transactions, New York, NY, speaker on security and bankruptcy - remoteness issues associated with securitization transactions, the use of Delaware alternative entities as special purpose entities/special purpose vehicles, and recent revisions to the Uniform Commercial Code (Article 9) with emphasis on provisions of interest to trusts and trustees.
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August 2004
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Cannon Financial Institute’s Corporate Trust II, Boston, MA, instructor on Uniform Commercial Code Article 9, with emphasis on provisions of interest to trusts and trustees.
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August 2004
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The Joint Meeting of the Secured Lending Subcommittee of the Commercial Financial Services Committee and the Article 9 Subcommittee of the Committee on the Uniform Commercial Code of the American Bar Association’s Business Law Section, Atlanta, GA, speaker on practical issues relating to the use of series limited liability companies under the Delaware Limited Liability Company Act.
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July 2004
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Estrin Professional Careers’ Paralegal Superconference, Washington, DC, speaker on Delaware corporations, alternative entities, and their advantages.
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June 2004
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Fulbright & Jaworski, L.L.P., Washington, DC, speaker on filing issues under Revised Article 9, with emphasis on non-uniform statutory and administrative rules provisions.
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June 2004
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The Structured Finance Institute, Inc.’s Introduction to Securitization Transactions, Chicago, IL, speaker on security and bankruptcy - remoteness issues associated with securitization transactions, the use of Delaware alternative entities as special purpose entities/special purpose vehicles, and recent revisions to the Uniform Commercial Code (Article 9) with emphasis on provisions of interest to trusts and trustees.
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April 2004
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37th Annual Uniform Commercial Code Institute, Chicago, IL, speaker on filing issues under Revised Article 9, with emphasis on non-uniform statutory and administrative rules provisions.
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February 2004
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11th Annual Current Issues in the Law of FAA Aircraft Registration, Lien & Security Interests, Miami Beach, FL, speaker/panel host for presentation on Owner Trustee issues including The USA Patriot Act, comparison of statutory and common law trusts, security interest and registration issues, control and discretion.
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May 2003
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Linklaters, New York, NY, speaker on Uniform Commercial Code Article 9, with emphasis on Delaware’s non-uniform provisions.
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May 2003
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Structured Finance Institute’s Introduction to Securitization Transactions, New York, NY, speaker on security and bankruptcy - remoteness issues associated with insulating assets from a seller’s insolvency.
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April 2003
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Structured Finance Institute’s U.S. Cross-Border Leasing and Structured Finance Conference, New York, NY, speaker on selected issues of interest to trusts and trustees, the use of Delaware alternative entities as special purpose entities/special purpose vehicles, and related issues.
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January 2003
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Cannon Financial Institute’s Corporate Trust II, Myrtle Beach, SC, instructor on Uniform Commercial Code Article 9, with emphasis on provisions of interest to trusts and trustees.
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October 2002
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Delaware Department of State’s Executive Strategic Planning Conference, Rehoboth Beach, DE, speaker on history and evaluation of Delaware corporations and alternative entities, including holding companies, and consideration of issues presented by current economic conditions and regulatory concerns.
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August 2002
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Aircraft Financing Subcommittee of the Commercial Financial Services Committee, Section of Business Law, American Bar Association Annual Meeting, Washington, DC, speaker on Uniform Commercial Code Article 9, with emphasis on provisions of interest to trusts and trustees.
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August 2002
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Cannon Financial Institute’s Corporate Trust I, Boston, MA, instructor on Uniform Commercial Code Article 9, with emphasis on provisions of interest to trusts and trustees.
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June 2002
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Structured Finance Institute’s Opportunities for Off-Balance Sheet Financing, New York, NY, speaker on security and bankruptcy - remoteness issues associated with synthetic leases, the use of Delaware alternative entities as special purpose entities/special purpose vehicles, and recent revisions to the Uniform Commercial Code (Article 9) with emphasis on provisions of interest to trusts and trustees.
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February 2002
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American Bankers Association’s Capital Markets Forum, San Diego, CA, speaker on selected issues of interest to trusts and trustees under Uniform Commercial Code Revised Article 9.
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December 2001
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Structured Finance Institute’s Domestic and Cross-Border Synthetic Lease Finance Conference, San Francisco, CA, speaker on security and bankruptcy - remoteness issues associated with synthetic leases, the use of Delaware alternative entities as special purpose entities/special purpose vehicles, and recent revisions to the Delaware Uniform Commercial Code (Article 9).
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October 2001
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Delaware Department of State’s Executive Strategic Planning Conference, Rehoboth Beach, DE, speaker on security and bankruptcy - remoteness issues and the role of Delaware alternative entities as special purpose entities/special purpose vehicles, and recent revisions to the Uniform Commercial Code (Article 9).
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June 2001
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Structured Finance Institute’s Domestic and Cross-Border Synthetic Lease Finance Conference, New York, NY, speaker on security and bankruptcy - remoteness issues associated with synthetic leases, the use of Delaware alternative entities as special purpose entities/special purpose vehicles, and recent revisions to the Uniform Commercial Code (Article 9).
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April 2001
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Structured Finance Institute’s U.S. Cross-Border Leasing Conference, New York, NY, speaker on U.S. legal and documentation issues related to cross-border leasing transactions.
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December 2000
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Structured Finance Institute’s Domestic and Cross-Border Synthetic Lease Finance Conference, San Francisco, CA, speaker on security and bankruptcy - remoteness issues associated with synthetic leases and the use of Delaware alternative entities as special purpose entities/special purpose vehicles.
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October 2000
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Delaware Department of State’s Executive Strategic Planning Conference, Rehoboth Beach, DE, speaker on the origins, features, and uses of Delaware alternative entities.
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July 2000
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Structured Finance Institute’s Structured Big-Ticket Securitization Conference, New York, NY, speaker on bankruptcy - remoteness issues and the role of Delaware alternative entities as special purpose entities/special purpose vehicles.
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October 1998
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Delaware Department of State’s Executive Strategic Planning Conference, Rehoboth Beach, DE, speaker on recent and pending revisions to the Uniform Commercial Code (Articles 8 and 9) as adopted in Delaware.
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Spring 1997
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Delaware Public Policy Institute, Wilmington, DE, member of Land Use and Infrastructure Study Committee, a statewide initiative to develop consensus on methods to maintain quality of life while accommodating future economic growth and development.
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Fall 1995
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Widener University School of Law, Wilmington, DE, guest lecturer on legislative drafting and interpretation.
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Spring 1995
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New Castle County Legal Secretaries Association, Wilmington, DE, lecturer on real estate conveyancing.
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Spring 1995
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Widener University School of Law, Wilmington, DE, guest lecturer on legislative drafting and interpretation.
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Fall 1994
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New Castle County Board of Realtors, Wilmington, DE, lecturer on real estate zoning and subdivision regulations.
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Spring 1994
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New Castle County Legal Secretaries Association, Wilmington, DE, lecturer on real estate conveyancing and lending.
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Fall 1982 -Fall 1985
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Teaching Assistant, Georgetown University, Washington, DC, Teaching Assistant for General Psychology and Educational Psychology classes. Responsibilities included assisting professors in daily class sessions; conducting tutorials and reviewing course materials with students in groups and individually; administration and grading of tests and exams; and calculation and posting of final grades.
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