Events

Three McGlinchey will present during the American Bar Association's (ABA) Business Law 2023 Fall Meeting at the Sheraton Grand Chicago Riverwalk in Chicago, Illinois, September 7-9, 2023.

Two McGlinchey attorneys will present during the MBA Compliance and Risk Management Conference in Washington, DC, September 10-12, 2023.

Of Counsel Paul Kellogg and Associate Louis Rossitto (Houston) are presenting "Home Equity Update" at the Southwest Association of Bank Counsel's 2023 Annual Legal Conference on September 27, 2023, in Denver, Colorado.

Senior Communications and Public Relations Manager Lauren Michaud Knotts (Baton Rouge) will join a panel presentation, "Modernize Your Media Strategy: Five Aspects of Law Firm PR to Update for 2023 and Beyond," at 2023 Legal Marketing Association Southwest (LMASW) Regional Conference in New Orleans, Louisiana on September 14, 2023.

Complementary to compliance, due diligence is an extremely important part of cannabis banking. Beneficial ownership and layered legal entity structures are two hot topics; what else should an FI look for when onboarding a CRB? What about ongoing due diligence after a CRB is onboarded? On Thursday, September 21, 2023, Co-Chair of McGlinchey’s Cannabis industry group, Heidi Urness (Seattle), will join a panel, "CRB Due Diligence for Banking Executives," during the PBC Conference in Washington, DC.

Marshall Grodner (Baton Rouge) will participate in a Strafford CLE panel webinar on Tuesday, August 29, 2023, for real estate practitioners offering guidance on giving and reviewing opinion letters relating to Uniform Commercial Code matters.

The final installment in McGlinchey’s Deep Dive Series covering all things payments is a client-only CLE webinar featuring attorneys from McGlinchey’s Financial Institutions Compliance team.

Of Counsel Chase Stoecker (Fort Lauderdale) and Associate Andrew Albritton (New Orleans) will present a My CLE Webinar, "Cannabis in the Workplace," on August 17, 2023.

Join McGlinchey and FS Vector for a discussion and Q&A on the licensing and compliance requirements and practical considerations for money transmitter licensees.

Member Sanford Shatz and Associate Zeeshan Iqbal (Irvine) will present “A Review of the United States & California Supreme Court's Cases Impacting the Banking & Lending Industries” for the Orange County Bar Association Banking & Lending Section in Newport Beach, California, on August 15, 2023.

Strategic Operations Administrator Jessica VanTroost will participate in two panel discussions during the Assocation of Legal Administrators (ALA) Chapter Leadership Institute (CLI) in New Orleans, Louisiana.

Member Jim Sandy (Cleveland), Of Counsel David Waxman (Cleveland), and Of Counsel Chase Stoecker (Fort Lauderdale) will participate in two sessions at the Midwest Cannatech Conference in Cincinnati, Ohio, on June 28, 2023.

On Thursday, June 22, 2023, Heidi Urness (Seattle) will present "Marketing Mistakes That Can Be Canna-strophic" during the 2023 Cannabis Marketing Summit in Denver, Colorado.

Member Jim Sandy (Cleveland) will co-present a Federal Bar Association webinar, "A Contract Within a Contract: Practical Tips and Pointers to Compelling Arbitration," on July 14, 2023.

Member Kelly Lipinski (Cleveland) will present "CFPB Oversight: Examinations, Areas of Focus, and What Should Keep You Up at Night" at the 2023 Student Loan Servicing (SLSA) Alliance Annual Meeting in Denver, Colorado.

Member Kelly Lipinski (Cleveland) will moderate "Ask the Attorneys" and join a panel on "The Role and Priorities of the Consumer Financial Protection Bureau in Higher Education Financing" at the National Council of Higher Education Resources (NCHER) Annual Conference.

Member Marshall Grodner (Baton Rouge) is co-presenting a Strafford Webinar, "Structuring Opinions of Counsel in Real Estate Finance Transactions," on May 31, 2023.

Member Camille Bryant (New Orleans) will co-present "Fireside Chat: Impact of Recent SCOTUS Decisions on Diversity in the Legal Profession" at the 2023 DRI Diversity for Success Seminar on June 15, 2023, in Charlotte, North Carolina.

Member Jim Milano (Washington, DC) will join a panel, "Increasing Access to Alternatives to Stick Built Housing," at the Forum on Affordable Housing & Community Development Law 2023 Annual Meeting on May 25, 2023, in Washington, DC. This panel delves into alternatives to stick built housing. This panel will analyze policy issues such as increasing access to and space for manufactured housing and opportunities for ownership of manufactured housing developments by residents. In addition, this panel will examine how developers are working through zoning restrictions, chattel financing, low-income housing tax credits, and other financing issues to develop alternatives to stick bu

Member Aaron Kouhoupt (Cleveland) will present "Coming to America: Regulatory Considerations and Solutions" at the Money 20/20 Conference on June 7, 2023, in Amsterdam.

Member Jim Milano (Washington, DC) will join a panel "US Supreme Court's Review of the CFPB's Funding: Constitutional or Not?" at the Real Estate Services Providers Council (RESPRO)'s RESPRO30 on May 23, 2023, in Lake Tahoe, Utah.

Member Joe Apatov (Fort Lauderdale) will join a panel "I Need to Investigate What?! That’s Gross (and Other Legal Developments Regarding FCRA Investigations)," at The Conference on Consumer Finance Law (CCFL) on May 19, 2023, in Chicago, Illinois.

Member David Tallman (Houston) will join a panel, "From ‘Pretty Please’ to ‘Thou Shalt’: Regulation and Enforcement in U.S. Financial Data Privacy and Security," at The Conference on Consumer Finance Law (CCFL) on May 19, 2023, in Chicago, Illinois.

Member Jim Sandy (Cleveland) will join a panel, "What’s New in Credit Contracts: Revisions to the Holder Rule," at The Conference on Consumer Finance Law (CCFL) on May 18, 2023, in Chicago, Illinois.

Member Allyson Byrd (New Orleans) will join a panel, "Balancing the Budget: Managing Case Costs for All Sizes of Litigation," at the 2023 Work Comp, Casualty & Risk Management Conference in Chicago, Illinois, on May 18, 2023.

Associate Tiyanna Lords (New Orleans) will moderate a panel, "From the Inside Out: In-House Counsel’s Advice for Minority Attorneys CLE," hosted by the New Orleans Bar Association (NOBA) Minorities in the Profession Committee

On Friday, April 28, 2023, Member Marshall Grodner (Baton Rouge) will co-chair a program on “Security Interests in Limited Liability Company and Partnership Interests: How to Get It and What Do You Get” during the ABA Business Law Section Spring Meeting in Seattle, WA.

On Friday, April 28, 2023, Member Jim Milano (Washington, DC) will participate in a panel discussion on “The Fisher Memorial Program and the Impact of the CFSA Case on the CFPB" during the ABA Business Law Section Spring Meeting in Seattle, WA.

Member Douglas Charnas (Washington, DC) is co-presenting a National Association of Chemical Distributors (NACD) webinar, "IRS Issues Proposed Superfund Chemical Excise Tax Regulations – What Now, What is Next," on April 27, 2023. This webinar will provide an update on the tax, share thoughts on the proposed rule, and highlight any outstanding questions.

Member Jeff Barringer (Albany) will join a panel, "Key Updates: State Law and Enforcement Trends," at the Mortgage Bankers Association (MBA) Legal Issues and Regulatory Compliance Conference on May 9, 2023, in Austin, TX.

Of Counsel Sandy Shatz (Irvine) will present "Responsible Data Usage: The Evolving Landscape of Data Privacy" at the Mortgage Bankers Association (MBA) Legal Issues and Regulatory Compliance Conference on May 9, 2023, in Austin, TX. The panel will discuss recent changes to the CPRA, federal data privacy legislation, and the recent focus on the use of AI and dark patterns on the federal and local levels.

Member Jim Milano (Washington, DC) will present "Compliance Conversations: RESPA Section 8 and Lead Generation" at the Mortgage Bankers Association (MBA) Legal Issues and Regulatory Compliance Conference May 7, 2023, in Austin, TX.

Member Heidi Urness (Seattle) will present "Risk Mitigation Strategies for Ancillary Cannabis Businesses" at CannaLaw Sumit on May 4, 2023.

Heidi Urness, David Waxman, and Chase Stoecker will present "A Blunt Discussion of the Emerging Legal Issues Facing the Cannabis Industry Today" at the Michigan CannaTech Expo on May 3, 2023.

Member Jim Milano (Washington, DC) will join a panel, "Navigating Challenges in the Current Mortgage Market," at the American Mortgage Conference in Isle of Palms, SC, on May 2, 2023.

Member Aaron Kouhoupt (Cleveland) will present "Cybersecurity and Data Privacy in the Digital Age: What Keeps You Up at Night" at the CCIA 2023 Annual Meeting on April 26, 2023, in St. Pete Beach, FL.

Members Jeff Barringer (Albany) and Jim Milano (Washington, DC) will join a panel "Regulatory Compliance Concerns in the Current Era" at the Manufactured Housing Institute (MHI) 2023 Congress & Expo on April 21, 2023, in Las Vegas, Nevada.

Member Mag Bickford (New Orleans) will present "Challenges While Leading a Multi-Generational Workforce" at the Louisiana Society for Human Resource Management (SHRM) 2023 Louisiana Conference on Human Resources on April 20, 2023, in Lafayette, Louisiana.

Members Aaron Kouhoupt and Kelly Lipinski (Cleveland) will present sessions on privacy and security developments at the National Council of Higher Education Resources (NCHER) 2023 Spring Legal Meeting in Philadelphia on April 20, 2023. Aaron and Kelly will co-present on “Opportunities and Challenges of Artificial Intelligence,” and Aaron will also offer a presentation on “Federal and StateMore

Member Amy Greenwood-Field (Washington, DC) will present "Tips for Successfully Engaging Your State Regulator" at the Mortgage Bankers Association's (MBA) State and Local Workshop on April 18, 2023, in Washington, DC.

Member Robert Savoie (Cleveland) will present "Debt: Law and Licensing - a Banking & Finance Perspective" at the Utah State Bar Banking and Finance Section on April 17, 2023.

Member Lynette Hotchkiss (Nashville) will present "Mortgage(e) Interest?: The Current State of NBA Preemption in Light of Cantero and Lusnak" at the ABA Business Law Section Spring Meeting in Seattle, WA.

Join McGlinchey Members Aaron Kouhoupt, David Tallman, and David Thompson to recap the McGlinchey Deep Dive into Privacy Series. They will be taking questions during this free session for all McGlinchey clients.

Members Mag Bickford, Camille Bryant, and Associate Andrew Albritton (New Orleans) will present "Managing the Generational Gap: A Panel Discussion" to the Greater New Orleans Chapter of the Construction Financial Management Association at the Metairie Country Club on March 29, 2023.

Member Tarush Anand will present on a panel, " Looking Ahead of the Curve: The Future of Commercial-Transportation Litigation," at the Claims and Litigation Management Alliance (CLM) Annual Conference in Tampa on Thursday, March 30, 2023.

On Monday, March 27, 2023, Mark Edelman (Cleveland) will participate in a panel hosted by the Consumer Bankers Association at CBA LIVE 2023 in Las Vegas to explore recent hot topics within the auto lending regulatory landscape.

Baton Rouge Member Michael H. Rubin will present "What Roles, if Any, Do Civility and Ethics Have in Negotiations?" at LSU Law's 70th Mineral Law Institute at the Renaissance Baton Rouge Hotel on Thursday, March 23, 2023.

Of Counsels Michael Blumenthal, David Waxman, and Associate Jessica Johnson from McGlinchey's Cleveland Office will present "PFAS – The Coming Storm" to the Association of Corporate Counsel on Tuesday, March 28, 2023.

Member Allyson Byrd (New Orleans) will present on "The First 48: Immediate Steps After an Accident" for the Wilbert Manufacturers Association's St. Petersburg Midterm Meeting, April 16-18, in St. Pete Beach, Florida.

Member Douglas Charnas (Washington, DC) will join a panel discussion, "Proposed Regulations Are at the White House for Review: Will They Address the Many Open Questions," at the National Association of Chemical Distributors Spring Regulatory Workshop on March 14, 2023. The panel will discuss the open questions, the meetings NACD has had with IRS, and how the IRS may answer the open questions.

Member Kristi Richard (Baton Rouge) and Norisha Kirts Glover, Founder, and Owner, of NRK Construction, LLC, will present at the Junior League of Baton Rouge's Fourth Annual Women's Leadership on "How to Start Your Business and Get Women-Owned and/or Minority-Owned Certified".

Members Mag Bickford and Camille Bryant (New Orleans) will present at the Junior League of Baton Rouge's Fourth Annual Women's Leadership Conference on March 1, 2023, on "Health and Equity in the Workspace".

Senior Communications and Public Relations Manager Lauren Knotts (Baton Rouge) will present "Content Marketing as Part of Your PR Toolbox" on February 28, 2023, during the February Meeting of the Public Relations Association of Louisiana (PRAL) in Baton Rouge. She'll discuss the integrated marketing communications mix available in our digital world and how content marketers can support your efforts at everything from PR and social media to donor communication, thought leadership, and client development. This presentation will also include workflow and tech tips to maximize your efforts to work smarter, not harder.

Please join McGlinchey for a private, client-only discussion of handling FinTech litigation. The Chair of McGlinchey’s FinTech practice, Robert Savoie, will interview Megan Ben’Ary and Joe Apatov, two partners who handle individual and class action litigation matters for FinTechs nationwide, along with partner Aaron Kouhoupt, who advises FinTechs on compliance and the development of processes to address litigation concerns.

Member Tarush Anand (Houston) will co-present on a panel, "Handling Difficult Removals with Success," at the Federation of Defense & Corporate Counsel (FDCC) Winter Meeting in Nashville, Tennessee, on Tuesday, February 21, 2023. The panel will discuss various topics, including recent case law, artful pleadings and manipulation by Plaintiff's counsel, the problem of the later-served defendant, joinder and consent, and waiver issues.

Member Jay O'Brien and Associate Lucas Schenk (Baton Rouge) will co-present to the LSU Law Veterans Advocacy Club on "Veterans in the Legal Field" on March 2, 2023.

Member Allyson Byrd (New Orleans) will co-present "Managing Case Costs for All Sizes of Litigation" at ALM Property Casualty 360 on February 28, 2023.

Member Mike Rubin (Baton Rouge) will present an American Bar Association webinar, "If You're a Good Legal Writer, You Don't Write Good: Better Contract Writing for Transactional Lawyers," on February 22, 2023.

Member Marshall Grodner (Baton Rouge) will present a myLawCLE webinar on "Unpacking the Future: What You and Your Clients Need to Know About Transacting in Digital Assets and Electronic Commerce" on February 16, 2023.

Professor Justin Driver, the Robert R. Slaughter Professor of Law and Counselor to the Dean at Yale Law School, will deliver an address on "Schooling Free Speech" about freedom of expression in America's schools at 5:00 p.m. on Thursday, February 9.

Member James Sandy and Of Counsel Katherine Romano Schnack will discuss "Regulatory Trends to Watch Out for in Consumer Finance" in a Knowledge Webcasts webinar on January 26, 2023. Key discussion topics include the latest trends and developments in consumer finance, enforcement against “junk fees” and “dark patterns,” CFPB expansion over digital assets and privacy, and what lies ahead in 2023.

Managing Member Michael Ferachi (Baton Rouge) will participate in an ALM Law.com Pro Mid-Market webinar on "How to Maximize Client Relations" on January 24, 2023.

Member Magdalen Bickford (New Orleans) will co-present on a panel titled "The Return to Work: Addressing Evolving Risks Around Operations in a Multi-Generational, Employee-Powered Environment" at the American Conference Institute's (ACI) 31st annual Employment Practices Liability Insurance on January 24, 2023, in New York City.

Where do employers currently stand around marijuana testing and compliance risk management? Member Heidi Urness (Seattle) will co-present “Marijuana in the Workplace: Key Takeaways for Multi-Jurisdictional Marijuana Compliance” at the American Conference Institute’s (ACI) 31st annual Employment Practices Liability Insurance Conference on January 24, 2023, in New York City.

Four McGlinchey attorneys will participate in panel discussions during the American Bar Association (ABA) Business Law Section Consumer Financial Services Committee Winter Meeting at the Ritz Carlton, New Orleans, on January 21-24, 2023.

On January 17, 2023, Sanford P. Shatz (Irvine) will present a California legislative review for the Orange County Bar Association (OCBA) Banking & Lending and Business Litigation Joint Section Meeting.

Member Benjamin O. Schupp (New Orleans) will co-present a panel on "Jones Act Compliance Challenges in Offshore Wind" during the Tulane Offshore Wind Conference: Overcoming Barriers in the Gulf at the Port of New Orleans on January 18, 2023.

On Tuesday, December 13, 2022, Sanford P. Shatz (Irvine) will participate in a roundtable discussion on a variety of compliance issues during the California Mortgage Bankers Association (CMBA) 2022 Legal Issues and Regulatory Compliance Conference in Newport Beach, California.

Members Brent Hicks (Baton Rouge), Zelma Frederick (Baton Rouge), and Associate Brad Barback (Baton Rouge) are presenting at the Baton Rouge Bar Association's CLE By the Hour Survive and Thrive on Friday, December 16, 2022, on "Arbitration 101 – What Practitioners Should Know about Navigating the Procedures and Practicalities of Arbitration".

Camille Bryant (New Orleans) is presenting on a panel, "Pre-Trial Conferences," at the New Orleans Bar Association’s Procrastinators’ Programs on Thursday, December 15, 2022.

On December 8, 2022, Joseph A. Apatov (Fort Lauderdale) will co-present a live webcast on the significant and latest issues surrounding consumer class actions as well as practical strategies to mitigate class action risks.

In 2022, claims professionals and litigators must adapt their investigative approaches to the changing times and technologies. Now more than ever, there are new, fruitful ways to investigate claims and defend litigation – from social media to surveillance.

On Friday, November 18, 2022, Strategic Operations Administrator Jessica VanTroost will co-present an Association of Legal Administrators (ALA) Roundtable on how to create effective employee engagement in the workplace.

Member Kathy Conklin (New Orleans) will present at the 71st Tulane Tax Insitute in New Orleans, Louisiana, on "Retirement Options for Small Employers" on November 17, 2022.

Lauren Ybarra (Dallas) will present at FINREP on Friday, November 18, 2022. She’ll discuss “The Current State of the Regulatory Environment.”

The final installment in McGlinchey’s Deep Dive Series covering all things decentralized finance (DeFi) is a clients only webinar featuring attorneys from McGlinchey’s Financial Institutions Compliance team. 

Member Amy Greenwood-Field (Washington, DC) will participate in an MTCC (Money Transfer Compliance Certification) Advanced Compliance Workshop, with updates on regulations at the state and federal level, at the CrossTech World 2022 Conference on Tuesday, November 15, 2022, in Miami, Florida.

On Thursday, November 10, 2022, Marshall Grodner (Baton Rouge) will join a panel, "Unpacking the Boom: What Your Company Needs to Know about NFTs 2022" hosted by the Practicing Law Institute (PLI).

McGlinchey tax attorney Douglas Charnas (Washington, DC) will join the National Association of Chemical Distributors (NACD) on Thursday, November 3, 2022, for a webinar to discuss the newly reinstated tax rate and how to determine its impact on your business.

Members Mag Bickford and Camille Bryant (New Orleans) will participate in two sessions during the upcoming INFiN Money Trends 2022 Conference in Austin, Texas.

Member Aaron Kouhoupt (Cleveland) will participate in two sessions during the upcoming INFiN Money Trends 2022 Conference in Austin, Texas.

Mark Edleman (Cleveland) will lead a roundtable discussion "Compliance Matters, Including Preparing for Regulatory Examinations" on October 26, 2022, at the 2022 Auto Finance Summit in Las Vegas, Nevada. The Auto Finance Summit is the Premiere event for those in the auto finance industry to learn and network.

Communications and Public Relations Manager Lauren Knotts (Baton Rouge) will join a breakout session on "Public Relations Planning from Floor to Ceiling: A Blueprinting Workshop" on October 13, 2022, during the Legal Marketing Association Southwest (LMASW) Regional Conference.

On Tuesday, October 11, 2022, Marshall Grodner (Baton Rouge) will co-present a Strafford CLE course on the issues finance counsel should consider when rendering or reviewing opinions in connection with various types of loan modifications.

Join McGlinchey’s industry-leading Consumer Financial Services Compliance and Litigation teams, colleagues from complementary practice groups, and guest speakers for three fast-paced days of engaging programming addressing important topics affecting the consumer financial services industry.

Jessica VanTroost, Strategic Operations Administrator, will co-facilitate a virtual discussion on “Leading Through Unexpected Change” for South Florida Association for Law Placement on October 12, 2022, at 12:00 pm. This presentation will focus on accepting change can happen to you, knowing what to do if change happens, taking planning one step further, and making sure you and your team survive.

Gregg Stevens (Dallas) and Greg DeVries (Houston) authored an update on FCRA Litigation for the Texas Bar CLE’s 18th Annual Course on Advanced Consumer & Commercial Law.

Chief Business Development Officer Heather Morse co-presented a Lawline course with Gina Rubel of Furia Rubel Communications, Inc. on how lawyers can utilize the C.O.P.E.S. approach to repurpose content in ways that maximize key messaging for various platforms and audiences.

Virtual Currency, Digital Currency, or Cryptocurrency: no matter the term used to describe this trending form of monetary value, incorporating it into your business may trigger money services regulatory concerns as well as other regulatory considerations. FinCEN and many individual state regulatory agencies oversee the transmission of non-fiat value to consumers. In addition, a Fintech may have additional regulatory obligations despite partnering with licensed entities to conduct business.

Michael Ferachi (Baton Rouge) will participate in a panel discussion on "Communications in a time of ESG" at the Legal ESG Summit on Tuesday, October 4, 2022. This program will focus on how law firms should communicate their ESG efforts in the face of global issues like the pandemic, geopolitical conflicts, the climate crisis, and the growing demand for equity and transparency within law firms and institutions.

Bring your handbook or specific policies and our attorneys will help determine whether your policies are up-to-date, identify issues, and discuss your most pressing employment law concerns.

Amy Greenwood-Field will participate in a panel discussion on the regulatory challenges associated with virtual currency during the MTRA Annual Conference on Wednesday, September 21, 2022.

The Model Rules of Professional Conduct were drafted mainly for litigation, but how do those rules apply in a transactional context?

Member Aaron Kouhoupt (Cleveland) will participate in a CLE program on "How to Manage Payment Fraud Risks and Dispute Resolution Obligations" during the ABA Business Law Hybrid Section Annual Meeting on Friday, September 16, 2022.

David Tallman (Houston/Dallas) is speaking on a panel "Consumer Financial Protection Bureau: Non-Financial Firms Now in the Crosshairs" at The University of Texas School of Law’s 8th Annual Government Enforcement Institute (UTGEI) in Dallas, Texas on September 15, 2022. This panel will discuss where the Bureau is headed, the legal theory underpinning its strategy, and what non-financial firms can do to prepare.

Marshall Grodner (Baton Rogue) will co-present "Structuring Opinions of Counsel in Real Estate Finance Transactions" in a Strafford webinar on Tuesday, September 13, 2022. This webinar will prepare counsel to draft third-party opinions for real estate finance transactions. The panel will cover the opinions required--including authority, enforceability, and property-related opinions--and the assumptions, limitations, and qualifications that counsel should include to limit exposure.

Sandy Shatz (Irvine) will participate in a panel discussion on the ever-present concerns around data protection and privacy on September 19, 2022, at the Mortgage Bankers Association (MBA) Regulatory Compliance Conference in Washington, DC.

Remington Angelle (Baton Rouge) will co-present a “Personal Injury Primer” with Judge D. Nicole Sheppard, Orleans Parish Civil District Court, at the Louisiana State Bar Association (LSBA) Back to Basics CLE event on September 30, 2022.

Member Sanford Shatz (Irvine) is presenting at an Orange County Bar Association Banking & Lending Section Webinar, "Recent United States and California Supreme Court Banking and Lending Case Updates and More."