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Financial Advisors

Getting Bang for Your Buck When Engaging Financial Advisors and Expert Witnesses

This panel will provide helpful guidelines for creating clear client expectations, adequately defining work scope and managing fees when engaging FAs and expert witnesses. We have all had cases where clients were unhappy because work product didn’t meet expectations or fees were significantly higher than expected. This panel will help the practitioner learn how to use financial professionals more effectively to decrease the risk of having an unhappy client.

Everything You Ever Wanted to Know About Credit Cards (but Were Afraid to Ask) - Free

A history of credit, including terminology, methodology, with stats on use (and misuse), growing market sectors, including a discussion on credit reporting, and impact on credit scores.
1 hour 24 minutes 18 seconds

CARE Boot Camp: Basic Training for Financial Foot Soldiers - Free

Retool your CARE skills, or get a head start on the basics of CARE presenting at this master class with three of the most experienced CARE presenters on the planet.
1 hour 8 minutes 23 seconds

Special Task Force Hearing: CARE for Our Troops

This panel will explore the feasibility of implementing the CARE Program in our U.S. Armed Forces. (Open to all registrants.) Daniel “Corky” Sherman Moderator Chapter 7 Panel Trustee (N.D. Tex.); Dallas Capt. Kurt Clawson Texas Army National Guard; Arlington, Texas Michael P. Cooley Akin Gump Strauss Hauer & Feld LLP; Dallas Major Gen. Al Zapanta (U.S. Army, ret.) President and CEO, United States-Mexico Chamber of Commerce; Washington, D.C.

From Bad to Worse: Criminal and Civil Fraud

Recent Prosecutions, Ponzi Schemes, Debtor Crimes, Professional Fraud (including Medicare and Medicaid) plus Upcoming Discharge Issues.
1 hour 12 minutes 23 seconds