13th Banking & Finance Forum


Friday, November 15, 2013 from 9:00 a.m. to 4:00 p.m.


One Bank of America Center



CLE Credit:

6.0 General Hours



$300 Attorney Rate

$150 Paralegal Rate

$75 General Public/Non-Attorney Rate



One Bank of America Center

150 North College Street

Charlotte, NC 28202

(Corner of 5th and College Street)


Special Info:

8:30 a.m. Registration & Breakfast

9:00 a.m. - 4:00 p.m. CLE Training



Program Planners:

Paul E. Kurzeja and Todd Stillerman, Bank of America


Program & Speakers:

9:00 am - 10:30 am: Real Estate Lending - Recent Litigation & Legislation Update


·         Clark Goodman, Womble Carlyle Sandridge & Rice

·         Ken Oettinger, Womble Carlyle Sandridge & Rice

·         Todd Stillerman, Bank of America Merrill Lynch

·         Meredith McKee, Womble Carlyle Sandridge & Rice


10:30 am - 12:00 pm: Recent Legislative Developments in Banking & Finance Law


·         Chris Di Angelo, Katten Muchin Rosenman

      Rob Ellsworth, The Majority Group

      Mike Flood, AALU 



12:00 pm - 1:00 pm: LUNCH ON YOUR OWN


1:00 pm - 2:30 pm: The Consumer Financial Protection Bureau: The Year in Review and Challenges for 2014


·         Robert Roth, Associate General Counsel, Bank of America

      Marc Iverson, Wells Fargo

      Don Lampe, Morrison & Foerster

      Michael S. Malloy, Bank of America

      Eric J. Mogilnicki, Wilmer Hale



2:30 pm - 4:00 pm: Ending Too Big To Fail - Leverage, Liquidity and Long-Term Debt and the New Tools in the Regulatory Toolbox


  • James Kim, Bank of America
  • Kevin McNally, Bank of America
  • Tim Mohan, Chapman & Cutler
  • Phill Wertz, Bank of America



Download Registration form here and return via:

Fax: 704/333-6209

Mail: 1123 South Church Street, Suite 103, Charlotte, NC 28203

Phone: 704/375-8624