The Institute 2024

An Advanced CLE Program for Industry Veterans
When
4/4/2024 7:00 AM - 4/5/2024 11:15 AM
Central Daylight Time
Where
Fairmont Chicago Millenium Park 200 North Columbus Drive Chicago, IL 60601
Sign in or create an account to register Registration ends 4/3/2024 11:30 AM
Central Daylight Time

Registration Instructions

  1. Login to your NABL account.
  2. Click the “Register Myself” button.
  3. Select your Registration Option(s).
  4. Click "Proceed to Checkout" where you will be redirected to the shopping cart page. Enter your payment information and click “Submit Order.”
  5. An order confirmation will appear on the screen and be emailed to the address of the account. NABL On-Demand registrants will receive instructions on how to access their purchased event via email.

Program

A. Opening General Session

Description
Opening General Session: Strategic Insights: The Impact of Generative AI on Legal Services
Category
General Sessions
Track
A. Opening General Session
Time
8:00 AM - 9:15 AM
4/4/2024 8:00 AM

B. Breakout Session 1

Description
Category
Tax Sessions
Track
B. Breakout Session 1
Time
9:45 AM - 11:00 AM
4/4/2024 9:45 AM
Navigating Private Activity with Private Involvement: P3s, Management Contracts, Grants, Private Payment Allocations
Category
Tax Sessions
Track
B. Breakout Session 1
Time
9:45 AM - 11:00 AM
4/4/2024 9:45 AM
Category
General Sessions
Track
B. Breakout Session 1
Time
9:45 AM - 11:00 AM
4/4/2024 9:45 AM
ESG Analysis in the Muni Market (Covering general ESG, anti-ESG laws, and Labeled Bonds and Related Disclosure Considerations)
Category
Securities Sessions
Track
B. Breakout Session 1
Time
9:45 AM - 11:00 AM
4/4/2024 9:45 AM
The GFO Disclosure Guidelines: A Retrospective and Reappraisal and A Discussion Regarding Current Topics in Primary Offering Disclosure Practices
Category
Securities Sessions
Track
B. Breakout Session 1
Time
9:45 AM - 11:00 AM
4/4/2024 9:45 AM
Category
Securities Sessions
Track
B. Breakout Session 1
Time
9:45 AM - 11:00 AM
4/4/2024 9:45 AM

C. Breakout Session 2

Description
Category
Tax Sessions
Track
C. Breakout Session 2
Time
11:30 AM - 12:45 PM
4/4/2024 11:30 AM
Navigating Positive Arbitrage: New Money Transactions, Rebate and YRPs, GICs, etc.
Category
Tax Sessions
Track
C. Breakout Session 2
Time
11:30 AM - 12:45 PM
4/4/2024 11:30 AM
Category
Tax Sessions
Track
C. Breakout Session 2
Time
11:30 AM - 12:45 PM
4/4/2024 11:30 AM
Category
General Sessions
Track
C. Breakout Session 2
Time
11:30 AM - 12:45 PM
4/4/2024 11:30 AM
Securities Law Considerations Concerning Rule 15c2-12 Limited Public Offering Exemption
Category
Securities Sessions
Track
C. Breakout Session 2
Time
11:30 AM - 12:45 PM
4/4/2024 11:30 AM
A Look at Securities Exemption (Munis, 501c3s, Conduit Considerations, etc.)
Category
Securities Sessions
Track
C. Breakout Session 2
Time
11:30 AM - 12:45 PM
4/4/2024 11:30 AM

D. Ethics Session

Description
Dealing With Stress, Mental Illness, Addictions and Substance Misuse in the Legal Profession
Category
General Sessions
Track
D. Ethics Session
Time
12:45 PM - 2:30 PM
4/4/2024 12:45 PM

E. Breakout Session 3

Description
Navigating Positive Arbitrage: Refundings and Multipurpose Issues
Category
Tax Sessions
Track
E. Breakout Session 3
Time
2:45 PM - 4:00 PM
4/4/2024 2:45 PM
Take Nothing for Granted: Tax Issues Relating to Grants for Bond-Funded Projects
Category
Tax Sessions
Track
E. Breakout Session 3
Time
2:45 PM - 4:00 PM
4/4/2024 2:45 PM
Category
General Sessions
Track
E. Breakout Session 3
Time
2:45 PM - 4:00 PM
4/4/2024 2:45 PM
Update on the Financial Data Transparency Act (FDTA): What should the FDTA include or not include?
Category
Securities Sessions
Track
E. Breakout Session 3
Time
2:45 PM - 4:00 PM
4/4/2024 2:45 PM
Underwriters' Counsel Forum: A Look at MSRB Compliance, Updates to MAAU, etc.
Category
Securities Sessions
Track
E. Breakout Session 3
Time
2:45 PM - 4:00 PM
4/4/2024 2:45 PM
Category
General Sessions
Track
E. Breakout Session 3
Time
2:45 PM - 4:00 PM
4/4/2024 2:45 PM

F. Breakout Session 4

Description
Category
Tax Sessions
Track
F. Breakout Session 4
Time
4:15 PM - 5:30 PM
4/4/2024 4:15 PM
Navigating Positive Arbitrage: New Money Transactions, Rebate and YRPs, GICs, etc.
Category
Tax Sessions
Track
F. Breakout Session 4
Time
4:15 PM - 5:30 PM
4/4/2024 4:15 PM
Category
General Sessions
Track
F. Breakout Session 4
Time
4:15 PM - 5:30 PM
4/4/2024 4:15 PM
ESG Analysis in the Muni Market (Covering general ESG, anti-ESG laws, and Labeled Bonds and Related Disclosure Considerations)
Category
Securities Sessions
Track
F. Breakout Session 4
Time
4:15 PM - 5:30 PM
4/4/2024 4:15 PM
Category
General Sessions
Track
F. Breakout Session 4
Time
4:15 PM - 5:30 PM
4/4/2024 4:15 PM
Category
Securities Sessions
Track
F. Breakout Session 4
Time
4:15 PM - 5:30 PM
4/4/2024 4:15 PM

G. Breakout Session 5

Description
Navigating Positive Arbitrage: Refundings and Multipurpose Issues
Category
Tax Sessions
Track
G. Breakout Session 5
Time
8:30 AM - 9:45 AM
4/5/2024 8:30 AM
Navigating Private Activity with Private Involvement: P3s, Management Contracts, Grants, Private Payment Allocations
Category
Tax Sessions
Track
G. Breakout Session 5
Time
8:30 AM - 9:45 AM
4/5/2024 8:30 AM
Category
Tax Sessions
Track
G. Breakout Session 5
Time
8:30 AM - 9:45 AM
4/5/2024 8:30 AM
Category
General Sessions
Track
G. Breakout Session 5
Time
8:30 AM - 9:45 AM
4/5/2024 8:30 AM
A Look at Securities Exemption (Munis, 501c3s, Conduit Considerations, etc.)
Category
Securities Sessions
Track
G. Breakout Session 5
Time
8:30 AM - 9:45 AM
4/5/2024 8:30 AM
The GFO Disclosure Guidelines: A Retrospective and Reappraisal and A Discussion Regarding Current Topics in Primary Offering Disclosure Practices
Category
Securities Sessions
Track
G. Breakout Session 5
Time
8:30 AM - 9:45 AM
4/5/2024 8:30 AM

H. Breakout Session 6

Description
Category
Tax Sessions
Track
H. Breakout Session 6
Time
10:00 AM - 11:15 AM
4/5/2024 10:00 AM
Take Nothing for Granted: Tax Issues Relating to Grants for Bond-Funded Projects
Category
Tax Sessions
Track
H. Breakout Session 6
Time
10:00 AM - 11:15 AM
4/5/2024 10:00 AM
Underwriters' Counsel Forum: A Look at MSRB Compliance, Updates to MAAU, etc.
Category
Securities Sessions
Track
H. Breakout Session 6
Time
10:00 AM - 11:15 AM
4/5/2024 10:00 AM
Update on the Financial Data Transparency Act (FDTA): What should the FDTA include or not include?
Category
Securities Sessions
Track
H. Breakout Session 6
Time
10:00 AM - 11:15 AM
4/5/2024 10:00 AM
Securities Law Considerations Concerning Rule 15c2-12 Limited Public Offering Exemption
Category
Securities Sessions
Track
H. Breakout Session 6
Time
10:00 AM - 11:15 AM
4/5/2024 10:00 AM
Category
General Sessions
Track
H. Breakout Session 6
Time
10:00 AM - 11:15 AM
4/5/2024 10:00 AM