University of Oxford, Smith School of Enterprise and the Environment, AllianzGI-Oxford Pensions Conference—Coping with Disruptive Change, “How Are Robo-Advisors Regulated?” Oxford, United Kingdom, September 12, 2017.
Robert Morris University, “Litigation Risk and University Plan Sponsors Under ERISA,” Pittsburgh, Pennsylvania, May 10, 2017.
Practising Law Institute, Financial Services Fiduciary Duties: Navigating the Emerging Regulatory Maze, New York, May 22, 2014.
Columbia Law School, Conference on Securities Regulation and Enforcement, Money Market Funds, New York, November 15, 2013.
American Enterprise Institute, "Do Money Market Funds Create Systemic Risk?", Washington, D.C., June 28, 2012.
Financial Services Roundtable, Webinar on Dodd-Frank Wall Street Reform and Consumer Protection Act, The New Swaps Regulatory Regime, Washington, D.C., July 22, 2010.
Financial Services Roundtable, Webinar on Dodd-Frank Wall Street Reform and Consumer Protection Act, New Challenges for the Securities and Exchange Commission, New Regime for Credit Ratings Agencies, Washington, D.C., July 8, 2010.
Greater Pittsburgh Compliance Roundtable, Navigating the Financial Renaissance, Panel Member, April 29, 2010.
Duquesne University, Ethics, Regulation and Risk Management: A New Paradigm for the Financial Services Industry, Moderator, Panel on Ethics, Pittsburgh, April 21, 2009.
American Bar Association, Banking Law Committee, Credit Default Swaps: Regulatory Update, Vancouver, April 16, 2009.
Yale Law School, Roundtable on The Future of Financial Regulation, Moderator, Panel on Reforming Financial Institution Regulation, Feb. 13, 2009.
The Emergency Economic Stabilization Act of 2008: A Solution to the U.S. Financial Crisis? a webinar sponsored by Incisive Media, Nov. 12, 2008.
Roundtable on the Financial Crisis, Catholic University Columbus School of Law, Washington, D.C., Oct. 27, 2008.
Bank Compliance with Regulation R, a series of teleconferences with bank audiences, January-February 2008.
Regulation R Workshop, Fiduciary and Investment Risk Management Association, National Risk Management Training Conference, Orlando, Florida, April 6, 2008.
Mutual Funds as an Employee Retirement Investment, First Annual National Institute on Investment Management Basics, American Bar Association and the Morin Center for Banking and Financial Law, Boston, October 30, 2007.
Fiduciary Compensation and the Reasonableness of Trustee Fees, FDIC Trust Examiner Training Program, Washington, D.C., October 18, 2007.
Bank Securities Activities—Regulation R Developments, Presented at the Annual Meeting of the Lawyers Council, Financial Services Roundtable, Washington, D.C., May 10, 2007.
"How Does the UK Financial Services Authority Work?," American Enterprise Institute, Washington, D.C., March 29, 2007 (panel discussant).
The Convergence of Financial Products and the Implications for Regulatory Convergence, presented at a symposium titled “Can We Improve Policy-Making in Financial Services Regulation?” sponsored by American Enterprise Institute, Washington, D.C., January 24, 2007.
How to Manage Conflicts of Interest in a Diversified Wealth Services Organization, Boston University School of Law, Center for Banking and Financial Law, and Federated Investors, Inc., Washington, D.C., October 13, 2006.
The Compliance Challenge: How to Structure a Compliance Program for a Diversified Financial Services Organization,” The Financial Services Roundtable, Boston University School of Law, Morin Center for Banking and Financial Law, and Goodwin Procter LLP, Washington, D.C., May 2006.
Update on Regulation B, Trust Officers’ Conference, Pinehurst, North Carolina, February 20, 2006.
Conference of State Bank Supervisors' Conference on Interstate Banking & Branching: State Laws & Policies, Conference of State Banking Supervisors, February 2, 1996, Washington, D.C.
“Legal and Policy Issues Raised by Cyberbanking,” a seminar for policymakers at the bank regulatory agencies sponsored by the Federal Financial Institutions Examination Council, Dec. 19, 1995, Washington, D.C.
“The New Business of Banking,” Practising Law Institute, Dec. 4-5, 1995, New York.
“Securities Activities of Banks,” Glasser LegalWorks, Nov. 30, 1995, New York.
“Bank Mutual Fund Asset Allocation Wrap Programs,” Strategic Research Institute, Nov. 29, 1995, New York.
1995 Bank Mutual Funds Compliance Conference, Bank Administration Institute, Oct. 26, 1995, Washington, D.C.
Russian Bank Lawyers’ Seminar, Arnold & Porter, Washington, D.C., Oct. 20, 1995.
“Banking, Insurance, Securities: The Convergence of Three Industries,” 1995 National Membership Meeting, National Society of Compliance Professionals, Oct. 18, 1995.
“Investment Management Regulation,” American Law Institute-American Bar Association, Oct. 13, 1995, Washington, D.C.