This is a sample form of swing line note where the borrower is a Delaware based company.
This is a sample promissory note where the borrower is a Kentucky based company.
These are the top 10 considerations for financial institutions when outsourcing master trading documentation processes.
This is a sample contract for audit services.
This is a sample intragroup / intercompany agreement between a parent company and a subsidiary, for cash management and payables netting services (governed by the laws of the State of Washington).
This is a sample mortgage, security agreement and financing statement.
This is a checklist when considering incorporation and recognition as tax exempt.
The new age of serving in-house has arrived. Successful corporate counsel are not just expected to be superb lawyers, but astute business partners as well. This session (and Part II) will aid you in developing the business acumen you need to succeed in your role and be primed to ascend the ranks within your organization. A common misconception is that the information generated by accounting systems does not generally reflect the underlying economic activities of the organization. Nothing could be further from the truth. In this session, we will provide an overview of the role and key components of the financial statements, and critically demonstrate how a strong understanding of them allows any user to identify and assess the operating and financing strategies of almost any company.
Ratios provide one of the most basic mechanisms to assess company performance. But most users do not fully understand the key inputs to these measures (which are overwhelmingly accounting-based), their limitations, or their broader roles in assessing a company’s activities. In this session, we will provide a framework for analyzing any business, provide a schematic for understanding the broad classes of ratios, and show how these ratios can be used individually and collectively to assess corporate performance.
This article discusses the MiFID II regime for access by financial institutions located outside the EU to EU customers and markets.