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2018

Nuts and Bolts of LLCs, LPs and Partnerships

Austin Jul 11, 2018 Four Seasons Hotel
Conference Concluded
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Overview

Nuts and Bolts of LLCs, LPs and Partnerships is a perfect refresher for seasoned practitioners and a great introduction for those new to the area of unincorporated entities. This workshop covers choice of entity and jurisdiction, governing documents and securities, filing with the Secretary of State, and terminations, and includes a discussion using a hypothetical business formation scenario and a model LLC agreement.

Stay on for LLCs, LPs and Partnerships Conference for a deeper dive.

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Event Schedule

Program is subject to change.
All times are Central Time Zone.

  • Time
    Credit
    Subject
    Speaker
  • Wednesday Afternoon, July 11, 2018

    Presiding Officer:
    Lorna S. Wassdorf, Austin, TX
  • 3:00 pm
    Registration Opens

  • 3:20 pm
    Welcoming Remarks

  • 3:30 pm
    1.75 hrs
    Nuts and Bolts of LLCs and Partnerships, Part I: Panel Discussion
    Understand the basics of business formation, including choice of entity, issues filing with the Secretary of State, and review of a model LLC agreement. Plus, discuss client needs regarding the specific business scenario to follow.
     

    Moderator:
    Lorna S. Wassdorf, Austin, TX
    Panelists:
    Cliff Ernst, McGinnis Lochridge - Austin, TX
    Briana Godbey, Office of the Secretary of State - Austin, TX
    Jennifer Wu, Baker Botts L.L.P. - Austin, TX

    Moderator:
    Lorna S. Wassdorf, Austin, TX
    Panelists:
    Cliff Ernst, McGinnis Lochridge - Austin, TX
    Briana Godbey, Office of the Secretary of State - Austin, TX
    Jennifer Wu, Baker Botts L.L.P. - Austin, TX

  • 5:15 pm
    Break

  • 5:30 pm
    1.00 hr
    Nuts and Bolts of LLCs and Partnerships, Part II: Hypothetical Business Scenario
    Engage in discussion on the issues and resolutions presented by a hypothetical business formation scenario and participate in a moderated Q&A segment with the panel.

    Moderator:
    Lorna S. Wassdorf, Austin, TX
    Panelists:
    Cliff Ernst, McGinnis Lochridge - Austin, TX
    Briana Godbey, Office of the Secretary of State - Austin, TX
    Jennifer Wu, Baker Botts L.L.P. - Austin, TX

    Moderator:
    Lorna S. Wassdorf, Austin, TX
    Panelists:
    Cliff Ernst, McGinnis Lochridge - Austin, TX
    Briana Godbey, Office of the Secretary of State - Austin, TX
    Jennifer Wu, Baker Botts L.L.P. - Austin, TX

  • 6:30 pm
    Adjourn

Download Schedule

Conference Faculty

Cliff Ernst

McGinnis Lochridge
Austin, TX

Briana Godbey

Office of the Secretary of State
Austin, TX

Lorna S. Wassdorf

Austin, TX

Jennifer Wu

Baker Botts L.L.P.
Austin, TX

Planning Committee

John C. Ale

Southwestern Energy Company
Spring, TX

George W. Coleman

Bell Nunnally & Martin LLP
Dallas, TX

Barbara Spudis de Marigny

Orrick, Herrington & Sutcliffe LLP
Houston, TX

Mollie H. Duckworth

Baker Botts
Austin, TX

Cliff Ernst

McGinnis Lochridge
Austin, TX

Carmen Flores

Office of the Secretary of State
Austin, TX

Trenton Hood

Naman, Howell, Smith & Lee, PLLC
Waco, TX

Robert R. Keatinge

Holland & Hart LLP
Denver, CO

Todd Keator

Thompson & Knight LLP
Dallas, TX

Elizabeth S. Miller

Baylor Law School
Waco, TX

Frank Z. Ruttenberg

Haynes and Boone, LLP
San Antonio, TX

Sally A. Schreiber

Munsch Hardt Kopf & Harr, P.C.
Dallas, TX

Lorna S. Wassdorf

Austin, TX

Credit Info

  • Austin

MCLE Credit

Texas – 2.75 hrs
Legal Specialization(s): Civil Appellate Law, Civil Trial Law, Tax Law
You may claim your credit online in Your Briefcase, and UT Law CLE will report credit on your behalf to the State Bar of Texas. A Certificate of Attendance will be provided in Your Briefcase for your records. The system reports Texas CLE credit every Tuesday. If you are claiming credit in the last week of your birth month, self-report your CLE credit directly to the State Bar of Texas at texasbar.com, using the course number provided on your certificate of attendance.
California – 2.75 hrs
You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. UT Law CLE is required to provide the State Bar with electronic attendance records for any MCLE participatory activity within 60 days of completion of the activity. The California licensee is responsible for reporting their compliance/credit hours earned to the State Bar at the end of their reporting period directly to the State Bar of California at calbar.ca.gov UT Law CLE will maintain Attendance Records for four years.
Oklahoma – 3.50 hrs
You must claim and certify your credit online in Your Briefcase, then you will then be provided a Certificate of Attendance for your records. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the conference.

Other Credit

National Accounting CPE – 3.00 hrs
The University of Texas School of Law 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.nasbaregistry.org.

Delivery Method: Group-Live 

To comply with NASBA Standards, attendees claiming CPE credit must sign in to verify attendance for each segment. Attendance sign-in sheets will be available at the registration desk. You will need your CPA license number to sign in. A CPE Certificate of Completion will be provided once you claim and certify your credits in your UTCLE.org Briefcase at the conclusion of the conference.

Reporting: CPAs are responsible for reporting CPE credits earned to their state's accountancy board, and must retain appropriate documentation of their participation in learning activities. Visit your state’s reporting website for more information or www.nasba.org.
TX Accounting CPE – 3.00 hrs
The University of Texas School of Law (Provider #250) live conferences are presumptively approved by The Texas State Board of Public Accountancy for Texas Accounting CPE credit based on a 50-minute credit hour. Approved for general CPE credit only.

At the conference, you are welcome to sign in on the Accounting CPE Record of Attendance form at the registration desk, but we are now reporting all credit online. You will receive a Texas Accounting Certificate of Completion in Your Briefcase. Self-report your CPE credit directly to TSBPA. UT Law CLE will maintain Attendance Records for four years.  

Contact us at accreditation@utcle.org if you have additional questions.

Key Dates

Austin – Jul 11, 2018 – Four Seasons Hotel
Conference Concluded
Buy
  • Austin
Individual
Last day for $125.00 Regular pricing: Jul 5, 2018
$175.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $113.00 Regular pricing: Jul 5, 2018
$163.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $100.00 Regular pricing: Jul 5, 2018
$150.00 for registrations received after this time


Cancellation Policy
Last day for full refund cancellation: Jul 6, 2018
$50 processing fee applied after this date
Last day for cancellation: Jul 9, 2018

Venue

Four Seasons Hotel exterior view

Four Seasons Hotel

98 San Jacinto Boulevard
Austin, TX 78701-4082
512-478-4500 (reservations)
Map

Accommodations

City View Rooms: $250
Lake View Rooms: $290
Room Rates good through June 11, 2018 (subject to availability). Please mention this conference when making your reservation.

Parking Information

$12 daily self-parking; $16 valet
$45 overnight self or valet
(subject to change)

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