Dodd-Frank and Energy Companies

Much public discussion about Dodd-Frank has been about the new requirements for banks. Yet, energy companies are significantly impacted by numerous Dodd-Frank requirements, particularly the Volcker Rule. This interactive course will use relevant articles and cases to spur discussions to illustrate the course's concepts.

18-Sep-2013 -- 18-Sep-2013New YorkUSD$1575
NY Institute of Finance - Midtown9:00am - 4:30pm Instructional Method:
Group-Live
Instructor(s): [ Mayra Rodríguez Valladares (Twitter: @MRVAssociates ); ] Wed Level: Basic

CPE CREDITS
7.0
No advance preparation required.
Students will be able to:
  • Evaluate banking services and products provided to energy companies
  • Describe Dodd-Frank components that apply to energy companies
  • Define the Volcker rule and understand its impact
  • Discuss way in which energy companies are coping with changing regulations
Module I Banks and Energy Companies
Describe the different banking services to energy companies
  • Advisory services
  • Project finance
  • Trade finance
  • Lending
  • Derivatives

Case Study

Module II Dodd-Frank
Discuss new responsibilities of the CFTC over energy trading

    Identify requirements for energy derivatives

    • Definition of a swap and swap dealer
    • Date recordkeeping and reporting requirements
    • Position visibility and limits

    Enumerate the energy products that are covered by Dodd-Frank

Module III The Volcker Rule
Discuss the components of the Volker Rule

    Describe how energy companies will be impacted by the Volcker Rule

    • Independent natural gas producers
    • Upstream oil
    • Downstream oil
    • Electricity
    Article for Discussion

Clients who register for this course will receive a complimentary 4-month subscription to FT.com. The Financial Times is the world's most respected financial newspaper, providing a broad assessment on finance, business and the industrial sector. The move to the electronic version follows an ongoing review of our environmental responsibilities as a global business and as part of the Pearson group. FT.com also has features that are not available in hard copy, such as: Special Reports, Alphaville, editor blogs, education sections and much more! Subscriptions will start within 6-8 weeks of the start of class and are limited to one subscription per client. (Please note: as of May 1, 2011, the electronic subscription replaces the hard-copy 3-month Financial Times subscription.)

Lunch is included for all students taking day classes.