Financial Services Seminar - Fort Worth


Brought to you by Winstead PC
and the Tarrant County Bankers Association

Join us to learn about and discuss the following:

Less Than Arm’s Length? Duties Owed By Financial Institutions – This presentation will address the common law duties that financial institutions may owe to third parties, what those duties entail, and when they may be implied by courts. 

Business Entities: What Every Lender Needs to Know – An overview of the ownership and governance structures for some of the most common types of business entities. This presentation will focus on the due diligence questions that lenders should be focusing on with respect to various business entity borrowers, their initial creditworthiness, and their future risk profile.

Forbearance Agreements: Bringing a Borrower Back from the Brink – While it may be instinctive for a lender to bring suit against a defaulting borrower, entering into a forbearance agreement instead may actually increase a lender's chances of successfully collecting a borrower’s obligation. This presentation will focus on key issues in forbearance agreements, including the potential benefits to a lender, typical covenants, waivers and releases, collateral review considerations, and enforceability concerns.

Bank Workouts and DPC Entities: Regulatory Considerations – A review of certain regulatory considerations attendant to bank workouts and entities to hold or manage foreclosed properties.

Wednesday, April 27, 2016
2:00 p.m. - Registration
2:30-5:00 p.m. - Seminar
Reception to follow

Fort Worth Club
306 West Seventh St
Fort Worth, TX 76102

Who Should Attend:
In-house counsel, lenders, and other financial services professionals

Scheduled Presenters:
Charlie Florsheim
Justin Hoover
David Johnson
Mike O’Neal
Sierra Quinonez

Continuing Credit Information:
This course has been approved for MCLE credit by the State Bar of Texas Committee on MCLE in the amount of 2 credit hours.

Certificates of Attendance provided for those seeking CPE credit.

Search Tips:

You may use the wildcard symbol (*) as a root expander.  A search for "anti*" will find not only "anti", but also "anti-trust", "antique", etc.

Entering two terms together in a search field will behave as though an "OR" is being used.  For example, entering "Antique Motorcars" as a Client Name search will find results with either word in the Client Name.


AND and OR may be used in a search.  Note: they must be capitalized, e.g., "Project AND Finance." 

The + and - sign operators may be used.  The + sign indicates that the term immediately following is required, while the - sign indicates to omit results that contain that term. E.g., "+real -estate" says results must have "real" but not "estate".

To perform an exact phrase search, surround your search phrase with quotation marks.  For example, "Project Finance".

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