Insights / eventsInsights
Insights / events

Presentation

A Review of the United States and California Supreme Courts’ 2024-2025 Cases Impacting the Banking and Lending Industries

Read Time: 1 min

The United States Supreme Court issued numerous opinions in the now-concluded 2024 term impacting the Banking and Lending Industry, and persons who use Banking and Lending Services. The California Supreme Court has also issued opinions impacting this area.

Of Counsel Sanford Shatz will present “OCBA Banking & Lending Section Meeting” at the Orange County Bar Association (OCBA) Banking & Lending Section Meeting on July 15, 2025. Join for a discussion of these cases and how they impact your practice. Time permitting, he will also look at cases that may be considered by the Courts in the next year.

The Orange County Bar Association provides a wide variety of programs, services, and opportunities for its attorney members, the judiciary, and the community. It is one of the largest voluntary bar associations in California. Members meet regularly in sections and committees dedicated to various areas of law and issues of concern to the legal community. The Banking & Lending Section is a forum devoted to the problems and concerns of attorneys who work for or otherwise represent financial institutions and/or providers of financial services.

Learn more.

Insights

Presentation

What Is Lending? What Is Not Lending? Does Anyone Care?

October 23, 2025

Aaron Kouhoupt and Robert Savoie will lead a panel examining the laws defining what constitutes “lending” and how they are not as straightforward as they seem during McGlinchey’s 24th Annual Consumer Finance Legal Conference on October 23, 2025. The answer can carry significant regulatory, compliance, and litigation consequences. Aaron and Robert will examine how federal andMore

Presentation

Fundamentals of Reverse Mortgages and Their Legal Ramifications

October 28, 2025

Of Counsel Sanford Shatz (Irvine) will co-present "Fundamentals of Reverse Mortgages and Their Legal Ramifications" at the Orange County Bar Association (OCBA) Real Estate Law Section Meeting on October 28, 2025, in Newport Beach, California.

Presentation

Foreclosure & Bankruptcy Roundtable Discussion

September 9, 2025

Of Counsel Sanford Shatz (Irvine) will moderate the California Mortgage Bankers Association (CMBA) "Foreclosure & Bankruptcy Roundtable Discussion" webinar on September 9, 2025.

Published Article

State Privacy Law Updates—Privacy Patchwork Additions

June 13, 2025

Sandy Shatz (Irvine) and Paul Lysobey (Cleveland) co-authored an article on state privacy laws in the American Bar Association’s (ABA) Business Law Section’s The Business Lawyer, Volume 80, Issue 2, Spring 2025.

Presentation

McGlinchey Attorneys Present at 2025 Spring CCFL Conference

May 29-30, 2025

Members of McGlinchey’s Financial Institutions Compliance team will participate in multiple sessions during the upcoming Conference on Consumer Finance Law (CCFL) Annual Consumer Financial Services Conference at Loyola Law School in Chicago, Illinois.