NATIONAL ASSOCIATION OF BANKRUPTCY TRUSTEE
2010 ANNUAL MEETING
The Fairmont Hotel San Francisco, CA
TRUSTEE SCHEDULE OF EVENTS - TRUSTEE ASSISTANTS SCHEDULE OF EVENTS
September 29 to October 3 , 2010
Wednesday, September 29, 2010
9:00 am
NABT Board Meeting
12:00 noon - 5:00 pm
Registration
6:00 pm
NABT Board/Speaker Dinner - Yank Sing
By Invitation ONLY
Thursday, September 30, 2010
8:00 am - 5:00 pm
Registration
7:30 am - 8:30 am
Attendee Breakfast
7:30 am - 8:30 am
REAL GROUP Breakfast
8:30 am - 9:00 am
Welcoming Remarks and Legislative Update
James W. Boyd, NABT President, Traverse City, MI
James Hyland, NABT Legislative Representative, Washington, DC
E. Lynn Schoenmann, NABT President-Elect, San Francisco, CA
9:00 am - 10:00 am
Spouse/Guest Breakfast
10:00 am - 4:00 pm
Optional Tour
Spouse/Guest Tour
Chinatown Walking Tour
9:00 am - 9:45 am
D&O Insurance: Insured vs. Insured and Shareholder Derivative Actions
Louis M. Phillips, Esq., Gordon, Arata, McCollam, Duplantis & Eagan, LLP, Baton Rouge, LA
Ronald Peterson, NABT Board Member, Chicago IL
9:45 am - 10:45 am
Litigation Strategy: Plaintiff’s Practice in Bankruptcy Estates
Michael Kahn, Esq., Crowell & Moring, San Francisco,CA
Judge William T. Bodoh, U S Bankruptcy Judge (Ret.), Frost Brown Todd LLC, Columbus, OH
10:45 am - 11:00 am
Break in Exhibit Area
11:00 am - 12:00 noon
How Lenders Have Made Work for Trustees: Commercial and Consumer Creditors in Bankruptcy
Larry Ahern, Esq., Burr & Forman, LLP, Nashville, TN
Judge Howard Tallman, U S Bankruptcy Judge, Denver, CO
Samuel K. Crocker, NABT Past President, Nashville, TN
12:00 noon - 1:30 pm
Attendee Lunch
1:30 pm - 2:00 pm
NABT Trustee Only Business Meeting
2:00 pm - 2:45 pm
Tax Traps and Opportunities
Barbara Stalzer, NABT Board Member, Atlanta, GA
Judge Thomas Carlson, U S Bankruptcy Judge, San Francisco, CA
Jay Crom, Bachecki, Crom & Co., San Francisco, CA
Spence Shumway, Stonebridge Accounting, Grayson, GA
2:45 pm - 3:00 pm
Break in Exhibit Area
3:00 pm - 4:00 pm
Unintended Consequences and Unfunded Mandates: Coping with BAPCPA Five Years Later
E. Lynn Schoenmann, NABT President-Elect, San Francisco, CA
Judge Dennis Montali, U S Bankruptcy Judge, San Francisco, CA
Ron Oliner, Esq., Duane Morris, San Francisco, CA
Robert Waldschmidt, NABT Past President, Nashville, TN
4:00 pm - 5:00 pm
Off Our Chest: Chronic and Recurring Problems and Issues in the Practice of Consumer Bankruptcy Law.
Richard Nelson, NABT Board Member, Cincinnati, OH
Judge Randall Newsome, U S Bankruptcy Judge, Oakland, CA
Andrea Wirum, Esq., Lafayette, CA
Sally J. Elkington, Esq., Oakland, CA
6:30 - 10:00
Opening Reception
Palace of the Legion of Honor
Buses will begin loading at 6:15pm
Friday, October 1, 2010
8:00 am - 12:30 pm
Registration
7:30 am - 8:30 am
Attendee Breakfast
8:30 am - 10:00 am
New Case Update
Samuel K. Crocker, NABT Past President
Judge Barry Schermer, U S Bankruptcy Judge, St.Louis, MO
Judge James Gregg, U S Bankruptcy Judge, Grand Rapids, MI
10:00 am - 10:15 am
Break in the Exhibit Hall
BACK TO BACK AVOIDANCE PANELS:
10:15 am - 11:15 am
Coming Soon to a Court Near You: Ponzi Schemes and Advanced Fraudulent Transfers
Judge Steven Rhodes, U S Bankruptcy Judge, Detriot, MI
Kathy Phelps, Esq., Danning Gill LLP, Los Angeles, CA
Tamara Ogier, NABT Vice President, Atlanta, GA
11:15 am - 12:15 pm
What Did You Do With My Property and How Can I Get It Back: Recovering Unauthorized Post-Petition Transfers
Neil Gordon, NABT Vice President, Atlanta, GA
Judge James Gregg, U S Bankruptcy Judge, Grand Rapids, MI
Judge Margaret Dee McGarity, U S Bankruptcy Judge, Milwaukee,WI
AFTERNOON AND EVENING ON YOUR OWN
Available Optional Tours
Alcatraz
Muir Woods
Chinatown Walking Tour
5:00 pm - 6:30 pm
President’s Circle Reception
University Club
Saturday, October 2, 2010
8:00 am - 12 noon
Registration
7:30 am - 8:30 am
Attendee Breakfast
8:45 am - 9:30 am
UST Panel
9:30: am - 10:15 am
11 Things Trustees Need to Know About Chapter 11
Dwayne Murray, NABT Board Member, Baton Rouge, LA
Robert Furr, NABT Immediate Past President, Boca Raton, FL
Judge Margaret Dee McGarrity, U S Bankruptcy Judge, Milwaukee, WI
10:15 am - 10:30 am
Break in Exhibit Area
10:30 am - 11:15 am
Wills and Trusts: They’re Not Always What They Seem To Be
John Roberts, Esq., Placerville, CA
Thomas G. Mouzes, Esq., McDonough Holland & Allen, Sacramento, CA
Judge Barry Schermer, U S Bankruptcy Judge, St. Louis, MO
11:15 am - 12:15 pm
Title 11 Meets the Bill of Rights - The Ethics of Search and Seizure by Bankruptcy Trustees.
David Leibowitz, NABT Board Member, Waukegan, IL
Claire Ann Resop, Esq., von Briesen & Roper, S.C., Madison, WI
1:00 pm
The Waldschmidt Invitational Golf Tournament
Presidio Golf Club, San Francisco
Afternoon On Your Own
Available Optional Tours
Bike across the Golden Gate Bridge
Alcatraz
San Francisco City Tour
6:00 pm - 7:00 pm
President's Reception
7:00 pm -11:00 pm
President’s Banquet
Grand Ballroom
NATIONAL ASSOCIATION OF BANKRUPTCY TRUSTEE
2010 ANNUAL MEETING
The Fairmont Hotel San Francisco, CA
TRUSTEE ASSISTANTS SCHEDULE OF EVENTS
September 29 to October 3, 2010
Wednesday, September 29, 2010
12:00 pm - 5:00 pm
Registration
6:00 pm
NABT Board/Speaker Dinner - Yank Sing
By Invitation ONLY
A comprehensive program that will discuss the best practices of trustee case administration from petition to TDR
and will follow the procedures outlined in the Trustee Handbook.
Thursday, September 30, 2010
8:00 am - 5:00 pm
Registration
8:00 am - 9:00 am
Attendee Breakfast
8:30 am - 9:15 am
It’s in the Book – You Can Look It Up - The Audit Will Be the Test
Suzanne Hazard from the Executive Office for the United States
Trustee will discuss upcoming Handbook changes and the importance of doing things by the book.
9:15 am - 10:45 am
Petition Review and 341 Prep - The Money Trail Starts Here
Experienced Trustees David Leibowitz and Dick Kipperman will tell us how they prepare for a successful meeting.
10:45 am - 11:00 am
Break in Exhibit Area
10:00 am - 12:00 noon
Form 1 Turned Inside Out & Upside Down
How to accurately prepare a Form 1 and avoid those pesky errors.
Doreen Solomon from the Executive Office for the United States
Trustee will tell us how to do it right.
12:00 noon - 1:30 pm
Lunch
12:00 pm - 1:30 pm
Attendee Lunch
1:30 pm - 2:00 pm
Employing Professionals – The Hired Help
Darlene Anderson will discuss how she finds them, gets them appointed, supervises them, and gets them paid.
2:00 pm - 2:45 pm
Planes, Trains, and Automobiles - Sell those Assets
Bob Waldschmidt will outline the steps necessary to initiate, control and complete the sale of any asset.
2:45 pm - 3:0 pm
Break in Exhibit Area
3:00 pm - 3:30 pm
Its all about the Money – Form 2
Experienced Trustee Assistant Fran Rothwell will discuss how to prepare an error free Form 2.
3:30 pm - 5:00 pm
Vendor Breakouts
Bet you are not using all the features your software provider has written into their program. Come learn how to be a power user.
6:30 - 10:00
Opening Reception
Palace of the Legion of Honor
Buses will begin loading at 6:15pm
Friday October 1, 2010
8:00 am - 12:30 pm
Registration
7:30 am - 8:30 am
Attendee Breakfast
8:30 am - 10:00 am
Stake Your Claim- Everything You Ever Wanted to Know About Claims But Were Afraid to Ask
NABT Board Member Trustee Kelly Hagan will be joined by Trustee Assistant Becky Winn for a comprehensive discussion of claims and claim objections.
10:00 am - 10:15 am
Break in Exhibit Area
10:00 am - 11:00 am
So, Your Trustee Wants to Get Paid - Error Free Fee Applications
A bankruptcy judge will be joined by Lisa Irving and they will tell us what to look for when filing a fee petition.
11:00 am - 12:15 pm
Last But Not Least - You Don’t Get Paid Till the Case is Closed
A panel discussion of TFRs, NFRs & TDR, with Becky Winn
AFTERNOON AND EVENING ON YOUR OWN
Available Optional Tours
Alcatraz
Muir Woods
Chinatown Walking Tour
Saturday, October 2, 2010
8:00 am - 12 noon
Registration
7:30 am - 8:30 am
Attendee Breakfast
8:45 am - 9:30 pm
What’s On My Desk? - The Handbook, Reference Materials and
Check Sheets We All Should Have at Hand
We’ll take a look at Lori Grahl’s desk and get other ideas from you.
9:30 am - 10:15 am
Come Argue with Jake - A Discussion with the OUST
Everyone knows Jake Miller loves to argue and debate. Ever wonder why we have to do some of those things they make us do? Rob Rice will present your questions, Jake will explain.
10:15 am - 10:30 am
Break in Exhibit Hall
10:30 am - 12:15 pm
What’s On My Computer? - Tips and Hints to make you an Outlook, Adobe and Pacer Expert
Software experts will explain how to get the most out of your support programs.
Afternoon On Your Own
Available Optional Tours
Bike across the Golden Gate Bridge
Alcatraz
San Francisco City Tour
6:00 pm - 7:00 pm
President's Reception
7:00 pm -11:00 pm
President’s Banquet
Grand Ballroom

