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Overview:

With the ongoing economic turmoil and financial strain brought by the COVID-19 outbreak, valuation issues in Chapter 11 bankruptcy cases are expected to become more complex and challenging for companies. Because valuation plays an integral aspect in determining a Chapter 11 bankruptcy case, companies seeking reorganization during these economically challenging times must be aware of the potential issues that may arise before or during the process. Additionally, they must be in the know of the ever-changing legal revamps of a Chapter 11 bankruptcy valuation process to successfully address any potential or ongoing petition.

In this LIVE Webcast, chartered financial analysts Julia Zhu (The Brattle Group) and Travis Keath (VALUE Incorporated), will provide the audience with an in-depth analysis of the recent issues in Chapter 11 bankruptcy valuation. Speakers will discuss trends, updates, and COVID-19 implications. They will also outline the leading practices to help companies better manage possible valuation issues.

Some of the major topics that will be covered in this course are:

  • Chapter 11 Bankruptcy – Recent Trends and Developments
  • Implications of COVID-19 to Chapter 11 Bankruptcy Valuation
  • Things to consider regarding solvency, avoidance actions and cramdown disputes
  • Notable Cases
  • Opportunities and Challenges
  • Best Practices
  • What Lies Ahead

Learning Objectives:

  • Identify the implications of COVID-19 on bankruptcy and valuation
  • Determine the recent trends in solvency, avoidance actions, and cram-down interest rates during COVID-19

Credit:

Course Level:

Intermediate

 

Advance Preparation:

Print and review course materials

 

Method of Presentation:

On-demand Webcast (CLE); Group-Internet Based

 

Prerequisite:

General knowledge of bankruptcy law

 

Course Code:

149191

 

NY Category of CLE Credit:

Areas of Professional Practice

 

NASBA Field of Study:

Specialized Knowledge – Technical

 

Total Credit:

1.0 CLE

1.0 CPE (Not eligible for QAS (On-demand) CPE credits)


How to Claim CLE Credits Per State:

https://knowledgewebcasts.com/how-to-claim-cle-credits-per-state/


CLE State Requirements:

https://knowledgewebcasts.com/cle-state-requirements/

Speaker Panel:

Julia Zhu, CFA, CFE , Associate
The Brattle Group

Julia Zhu is an Associate at The Brattle Group. She specializes in bankruptcy, corporate restructuring, and complex financial transaction disputes involving business and securities valuation.

Ms. Zhu is experienced in financial advisory and litigation consulting. She has issued valuation reports, supported experts in high-profile bankruptcy proceedings, and conducted extensive analysis on matters related to valuation, solvency, fraudulent conveyance, and M&A disputes. Ms. Zhu has conducted a study on bankruptcy exit financings that was presented at a national valuation conference, and authored a Law360 article on the bankruptcy implications of COVID-19.

Ms. Zhu is a CFA Charterholder and a Certified Fraud Examiner (CFE).

Travis Keath, CFA, CPA/ABV , Principal
VALUE Incorporated

Travis Keath is a Principal at VALUE, Incorporated, where he advises clients regarding the valuation of assets and business interests, operational and capital restructuring, corporate mergers, forensic analysis, and business disputes, both in and out of court. He began his career in the Reorganization & Litigation Services practice at Price Waterhouse, working with insolvent companies and lending institutions during the 1980s Texas banking crisis and its aftermath. His more than 30 years serving distressed companies and their creditors has spanned two global accounting and consulting firms as well as two boutique financial valuation firms.

Mr. Keath holds the Chartered Financial Analyst designation, is a Certified Public Accountant and holds the Accredited in Business Valuation designation conferred by the AICPA. He has served as an expert witness on matters of financial valuation, corporate insolvency, economic damages, and other corporate finance issues in numerous federal and state courts nationwide.

Agenda:

SEGMENT 1:

Julia Zhu, CFA, CFEAssociate

The Brattle Group

  1. 2020 bankruptcy trends
  2. Bankruptcy implications of the COVID-19 pandemic
  3. Valuation challenges posed by the COVID-19 pandemic

SEGMENT 2:

Travis Keath, CFA, CPA/ABVPrincipal

VALUE Incorporated

  1. Solvency analysis,
  2. Avoidance actions (i.e., preference payments and fraudulent conveyances), and
  3. The use of “Till” analysis in cramdown situations.

Date & Time:

Thursday, August 20, 2020

12:00 pm to 1:00 pm (ET)

Materials:

Download Course Materials

Who Should Attend:

  • Corporate Finance Lawyers
  • Bankruptcy Lawyers
  • Banking and Finance Lawyers
  • Bank Executives
  • Bank Managers
  • Finance Directors
  • Chief Financial Officers
  • Financial Auditors

SPEAKERS

Julia Zhu, CFA, CFE Associate
The Brattle Group
Travis Keath, CFA, CPA/ABV Principal
VALUE Incorporated

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