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Wednesday, May 15, 2019

Loan Structuring and Collateral

Start Date: 5/15/2019 8:30 AM MDT
End Date: 5/16/2019 4:00 PM MDT

Venue Name: Shapiro Bieging Barber Otteson Building

Location:
7979 East Tufts Avenue
First Floor Training Room
Denver, CO  United States  80237

Organization Name: Independent Bankers of Colorado

Contact:
Maelynn Lewis
Email: mlewis@ibcbanks.org
Phone: 303-832-2000

Join the Independent Bankers of Colorado and attorneys from Shapiro Bieging Barber Otteson LLP for an interactive two-day commercial loan structuring and collateral securitization workshop. 
 
Proper loan structuring and documentation techniques are the objectives of this workshop. Learn the ins-and-outs of proper loan structuring and collateral securitization in commercial, real estate, and construction including:

  • Properly structuring the loan
  • Key due diligence items
  • The meaning and negotiation of key loan document provisions
  • Properly searching and perfecting personal property and agricultural liens
  • Understanding and financing real estate, including
  •     Leases
  •     Key issues in construction financing
  •     Title insurance and survey review
  • Considerations for loan renewals and modifications
  • Default issues in the context of loan documents
 
This workshop will also include important information about understanding and reviewing insurance from the firm’s insurance practice group.
 
Please let us know if you have a topic(s)/question(s) you would like covered. We will do our best to add it to the agenda!!

You cannot afford to miss this two-day commercial loan structuring and collateral securitization workshop. Space is limited!  Do not delay – register today!
 
Who Should Attend
This Workshop is designed for those involved in the management and/or functional-level responsibilities for commercial loan structuring, loan documentation, collateral securitization, lending decisions, compliance, and loan review. Individuals with lending, loan closing, loan documentation, and training responsibilities will benefit from this program.
 
Dress
Dress for the conference is business casual.
 
Parking
Free parking is available at the venue. 
 
Special Requests
If you or someone in your party requires special assistance, dietary accommodations, or other needs, contact Maelynn Lewis at 303.832.2000 to make arrangements.  Please provide notice at least one week prior to conference start date.
 
Accommodations
The IBC recommends the DoubleTree Hotel DTC, 7801 East Orchard Road, Greenwood Village, 303-779-6161, Hyatt Regency Denver Tech Center, 7800 East Tufts Avenue, 303-779-1234 (within walking distance), or Hyatt Place DTC, 8300 East Crescent Parkway, Greenwood Village, 303-804-0700.  Please note – there are additional lodging opportunities in area.
Schedule subject to change
Workshop Speakers
 
Duncan E. Barber                                                                                                         
Duncan Barber is a partner with the firm.  Duncan has an extensive creditor rights, insolvency and financial-restructuring practice.  He deals with all aspects of businesses in financial distress.  He has advised a broad range of clients at the “front end” of deals, in structuring business formations and other contractual undertakings, with a view toward mitigating the risks of financial distress and enforcement of rights, including providing bankruptcy opinions in both private and public offerings to rating agencies and lenders and other investors.  Additionally, he represents creditors and debtors in all types of restructurings and workouts outside of bankruptcy.  Such representation includes a complete range of financial restructuring, workout and enforcement strategies and actions, including real estate foreclosures, receiverships, commercial and lender-liability litigation, and post-judgment proceedings.  Duncan is a cum laude graduate of the J. Reuben Clark Law School.  He received his Bachelor of Arts degree from Brigham Young University.
 
Lisa K. Shimel                                                                                                       
Lisa Shimel is a partner with the firm and has more than 30 years’ experience in transactions and litigation in commercial, real estate and lending matters. Lisa’s practice focuses on representation of bank and non-bank financial institutions, including loan documentation for commercial and real estate lending transactions, loan defaults, secured creditor bankruptcy representation, operational advice and litigation arising out of operational matters, and treasure management product review and negotiations. Lisa is a Colorado native and attended the University of Denver and the University of Denver College of Law. She also represents individuals and businesses in real estate purchase and sale transactions, commercial and residential leasing, stock and asset sales and purchases, and general business and real estate litigation.
 
L. Victoria Shupe
Victoria Shupe’s practice includes representing clients in real estate, commercial, and lending transactions. She brings many years of experience handling transactions and litigating a wide range of real estate, oil and gas, commercial, and contract disputes and has represented both land and mineral owners and large industry clients in oil and gas matters. Ms. Shupe is also very knowledgeable in homeowner and condominium association law including CCIOA and has handled matters involving planned communities, mixed-use and condominium projects. During her career, Ms. Shupe has helped her clients through the wild boom and bust years in the real estate and energy markets. Battle-tested by extremes in these competitive business environments, Ms. Shupe is a solution-based, business-minded, and reliable advocate for her clients with an uncompromising commitment to the highest standards of the practice of law. Ms. Shupe graduated from Thomas M. Cooley Law School and received her Bachelor of Arts from Metro State University. In 2015, Ms. Shupe earned her MBA from Colorado State University.
 
Garth A. Gersten
In his insurance coverage practice Mr. Gersten represents and advises policyholders in their disputes with insurers.  He has litigated coverage and bad faith claims in the areas of construction defects, pollution, intellectual property claims, business interruption claims, underinsured and uninsured motorist coverage, fire and storm losses, and workers compensation insurance disputes. Mr. Gersten is focused on proactively assisting clients by reviewing existing insurance programs for policyholders and advising on gaps and overlaps. He also reviews and revises contractual insurance and indemnity provisions to make sure his clients’ interests are protected.

Pricing
On-Site Registration Pricing
IBC Next Generation of Bank Leaders Member                           $255
IBC Education Program Members and SBBO Clients                  $269
IBC Members                     $299                Each additional registrant from same organization                      $275
IBC Non-Member              $399                 Each additional registrant from same organization                      $375
 
Registration pricing includes:  Workshop materials.  Continental breakfast, lunch, beverages, and breaks on both days.

Question? Contact Maelynn Lewis at 303.832.2000 or mlewis@ibcbanks.org.

Tax information
The IRS requires a notice on all registration forms to inform the registrants of the registration fee amount representing food and beverage that is deductible as an ordinary business expense.  We estimate the food cost portion of your registration fee is $95.  Under current tax law 50% of this amount is deductible as an ordinary business expense.  Please contact your accountant or tax advisor for further details.
 
Cancellation Policy
Written cancellation must be received in the IBC office by Friday, 10, 2019, and will be subject to a $75 cancellation fee.  NO refunds will be granted after Friday, May 10, 2019; however, a substitute may attend.  The IBC reserves the right to cancel any program for which there is insufficient funds to cover the expense of the program.  In the event of cancellation by IBC you will be notified by either phone or email. 
 
Consent to Use of Photographic Images
Registration and attendance at, or participation in, IBC meetings and other activities constitutes an agreement by the registrant to IBC’s use and distribution (both now and in the future) of the registrant’s or attendee’s image or voice in photographs, videotapes, electronic reproductions and audiotapes of such events and activities.