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Fall Meeting #4 - Securities Compliance for Private Placement Offerings

Nov 11, 2020 02:00pm -

Nov 11, 2020 03:15pm

(GMT-5)

Event Description

Fall Meeting Webinar:

Securities Compliance for Private Placement Offerings

Presented by:

Gene Trowbridge Esq., CCIM

Trowbridge Law Group LLP

Wednesday, November 11, 2020

2:00pm - 3:15 pm Eastern

Program Description

This presentation will inform the participants as to the tremendous scope of the private placement marketplace, alerting them to the many ways they can get involved, unknowingly, in securities law violations. The Security and Exchange Commission, the State Securities Commissioners and the courts have defined what a security is through the term "Investment Contract" and have established a concise set of rules which must be adhered to by members of the AAA-CPA and their clients.

Date & Time

Webinar: Wednesday, November 11, 2020

2:00 p.m. - 3:15 pm Eastern (11:00 am Pacific)

Education

NASBA approved for 1.5 CPE credit; 1.5 (M)CLE credit*

Please note CPE credit cannot be provided if you participate only via telephone

Cost - Individual Program

AAA-CPA Members $20.00; Non-Members $45.00
Click on "Register Now" button to register for the individual program. If you have already registered for an education package you do not need to register again.

For information on Fall Meeting education packages, visit our website.

Speaker Information

Gene Trowbridge

As the founding partner of Trowbridge Law Group LLP Gene's law practice concentrates on the syndication of commercial and investment real estate, through both debt and equity. Between

Gene's individual syndication practice and the firm's legal practice, the partners in the firm have written offerings for more $5 Billion of money raised. The median offering size is $2,500,000. His practice writes offerings under Rule 506b and 506(c), of Regulation D and Regulation A+.

As former syndicator, who for ten years raised investor capital through the broker dealer community, he is able to communicate with his clients on both the technical and the practical aspects of state and federal securities laws.

As a long time CCIM and CCIM Senior Instructor, now having attained Senior Emeritus status, Gene won numerous awards for his teaching ability. His book "It's a Whole New Business!" is really a how-to manual on real estate syndication.

Please contact info@attorney-cpa.com with any questions.

AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and CLE. Of course, the decisions of various state authorities determine the actual credit granted. There are no prerequisites or advance preparation requirements for this course.

The American Academy of Attorney-Certified Public Accountants, Inc. (AAA-CPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasba.org.

*(M)CLE varies by state. If you require (M)CLE in a specific state, please send a request to

m eetings@attorney-cpa.com and we will do our best to arrange for credit. Please note that most state bars will accept our Certificates of Attendance sent in by the attorney and NOT charge a fee. A general Certificate of Attendance will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.

Event Type:Fall Meeting

Early registration ends on Jan 05, 2020.
Regular registration starts on Jan 06, 2020 and ends on Nov 11, 2020.
Late registration starts on Nov 12, 2020.
(GMT-05:00) Eastern Time (US & Canada)

Registration Fees

Fee Type	Early	Regular	Late
Individual Program (1.5 credit hours)
Member Fee:	$20.00	$20.00	$20.00
Non-Member Fee:	$45.00	$45.00	$45.00