Corporate Due Diligence (1) The documentation needed from LLC’s, corporations, partnerships, and trusts (and why) in loan transactions; and (2) The preparation and content of authorizing resolutions/certificates for LLC’s, corporations, partnerships, and trusts in loan transactions; (3) The structure of signature blocks for LLC’s, corporations, partnerships, and trusts in loan transactions.

Presented by: Elizabeth Mattis, Esq.  Ms. Mattis is an attorney with Assayag Mauss. She specializes in real property law, commercial law, secured and unsecured lending, and bankruptcy matters. Her experience includes real property financing transactions, personal property and asset based lending transactions, participated and syndicated transactions, and problem loan workouts. On the litigation side, Ms. Mattis represents individuals and companies in all aspects of general business and commercial litigation, with a specialty in the representation of lenders in the areas of creditors’ rights and bankruptcy litigation. She has litigated in state, federal, and bankruptcy courts on behalf of lending institutions and Fortune 500 companies.

OCPA is a State Bar of California Approved MCLE provider and certifies that this seminar qualifies for MCLE CREDIT 1.0.

Event Fee: $10.00 for OCPA members, $20.00 for non-members and $20.00 for all walk-ins who have not pre-registered online.   

Parking is free.   

*Space is limited for all OCPA events, so please submit your reservation via this website event. Walk-ins are welcome on a first come first serve basis if space is available.

*Cancellation Policy - If you need to cancel your reservation, please e-mail the In-House/Corporate Section Chairs at Hluan@me.com. No refunds will be issued. Credit for a future meeting will be held in your OCPA account which may be applied to future meetings if you cancellation is received no less than 48 hours prior to the event.

Questions? Please contact the In-House/Corporate Section Chairs at Hluan@me.com or VP Administration Kerry Swancutt at kerryswancutt.ocpa@gmail.com. If you have a topic or speaker you would like to hear at an upcoming section meeting, please let us know.

OCPA MEMBERS EARN REWARDS FOR ATTENDING OCPA MEETINGS! Starting in 2014 OCPA is offering its members a rewards program. Each member will receive a Membership Rewards card at general meetings and section meetings. Save this card and bring it with you to each meeting to receive your stamp. For more information click here.