Loan Documentation 101: Two Part Series

Robin Russell

Robin Russell has practiced law for 30 years and is licensed in Texas, New York and Massachusetts. She is a fellow in the American College of Bankruptcy and of the American Law Institute. She combines a depth of experience in bankruptcy restructuring and litigation with financial transactions. She has represented corporate debtors, independent directors, liquidating trustees, bondholders, unsecured creditors' committees, bank groups, private equity funds, landlords, trade creditors and bidders for estate assets in Chapter 11 and Chapter 7 bankruptcy proceedings. She has also represented banks, institutional lenders and corporate borrowers in commercial loan transactions and debt restructurings.

Robin is the principal author of Thomson Reuters’ Texas Practice Guides for both Creditors’ Rights and Financial Transactions and the Texas Bankers Association’s Texas Secured Lending Guide, Texas Problem Loan Guide, Texas Real Estate Lending Guide and Texas Account Documentation Guide. She is a frequent speaker on banking, bankruptcy and financial restructuring related topics and has served as a Chapter 7 Trustee. Robin received her LL.M. in Banking Law from Boston University and her J.D. from Baylor University where she was Editor-in-Chief of the Baylor Law Review and the highest ranking graduate in her class. She clerked for the Texas Supreme Court before beginning her legal career.

This is a two-part series. The prices below are including both sessions. Each session can also be attended individually by clicking on the links below.

Covered Topics

Loan Documentation 101: Basic Secured Loan Documentation

Tuesday, December 3rd, 2019
1:30 pm - 3:30 pm CT

Learn about basic loan documentation principles and practices under Revised Article 9 for collateral.

Loan Documentation 101: Lien Perfection, Business Collateral

Wednesday, December 4th, 2019
10:00 am - 12:00 pm CT

Learn about specific classifications of collateral and language description requirements for UCC-1s and security agreements. Borrowing base certificates and other documentation topics will also be discussed.

We'll also present collateral documentation checklists for intangible personal property such as instruments, investments, and deposit accounts, as well as aircraft, boats & vessels and motor vehicles. Checklists give lenders the ability to quickly and effectively review collateral documentation for acceptability and focus on the proper questions to be asked and answered related to each document and type of collateral.

Who Should Attend?

Bankers at all experience levels will find this program helpful. We will include ample time for questions and answers.

"I found this to be straight forward and helpful to understand my new role as Commercial Loan Assistant." -- Nancy Whitman, NorthSide Community Bank

Covered Topics

Who Should Attend?

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