NATIONAL ASSOCIATION OF BANKRUPTCY TRUSTEE
2011 ANNUAL MEETING
Ritz Carlton Amelia Island FL
TRUSTEE SCHEDULE OF EVENTS - TRUSTEE ASSISTANTS SCHEDULE OF EVENTS
2011 Annual Conference
September 22-25
The Ritz-Carlton
Amelia Island, FL
Wednesday, September 21, 2011
9:00 am
NABT Board Meeting
7:00 pm
Board/Speakers Dinner
Salt, located on property at the Ritz Carlton
Thursday, September 22, 2011
7:30 am to 5:00 pm
NABT Registration
7:45 am to 8:30 am
Attendee Breakfast
7:45 am to 8:30 am
Real Group Breakfast
8:30 am to 8:45 am
Welcome Remarks and Legislative Update
E. Lynn Schoenmann, NABT President, San Francisco CA
James W. Boyd, NABT Immediate Past President, Traverse City, MI
James Hyland, NABT Legislative Representative, Washington, DC
8:45 am to 9:45 am
Sixty Tips in Sixty Minutes
Tried and true practice points delivered at full speed
William Schwab, Trustee, Lehighton, PA
9:45 am to 10:30 am
Tax Filings: Making Nice with the IRS
Returns and reporting requirements; what, when, and how to file,
and what happens when you do.
Barbara B. Stalzer, NABT Board Member, Atlanta GA
Spence Shumway, Member, Atlanta, GA
Laura Price, IRS Counsel's Office, Jacksonville, FL
10:30 am to 11:00 am
Break in Exhibit Hall
11:00 am to 12:00 pm
Non-Traditional and Unique Assets: Finding, Liquidating and
recapturing including Sec. 546(e)
Assets you find, assets you recover and assets you develop.
Professor Jeffrey W. Morris, University of Dayton
Kathy Bazoian Phelps, Los Angeles, CA
John Palumbo, NABT Member, Jacksonville, FL
Kenneth A. Welt, NABT Member, Plantation, FL
12:00 pm to 1:00 pm Attendee Lunch
Clifford J. White, Director of EOUST
1:00 pm to 1:30 pm
NABT Trustee Only Business Meeting
1:30 pm to 2:30 pm
It's Mine!...NO!, It's Mine!
The trustee vs. the government-competing for assets (forfeitures and
substitute assets)
Professor Jess Gabel,Georgia State University, Atlanta, GA
Robert C. Furr, NABT Past President, Boca Raton, FL
2:30 pm to 3:30 pm
Trustees and Bankers: Misconceptions and Roles
Common issues, shared concerns and the future. The effect of
new rules for proofs of claim.
Richard Nelson, NABT Board Member, Cincinnati OH
William Boger, Senior Vice President and Chief Legislative Counsel, American Bankers Association
Philip S. Corwin, Esq. Senior Outside Lobbyist American Bankers Association, Washington, DC
3:30 pm to 4:00 pm
Break in Exhibit Hall
4:00 pm to 5:00 pm
Real Estate Mortgages
Powers of the Trustee to challenge, limit and avoid mortgages plus
life as a hypothetical\metaphysical being in the world of MERS.
The Honorable John E. Waites, Columbia, SC
David P. Leibowitz,
NABT Board Member, Chicago IL
Darcy D. Williamson, Trustee , NABT Member, Topeka, KS
Patricia E. Hamilton, Trustee, NABT Member, Topeka, KS
7:00 pm to 9:00 pm
Opening Reception
Friday, September, 23, 2011
8:00 am to 12:00 pm
NABT Registration
7:30 am to 8:30 am
Attendee Breakfast
8:30 am to 9:30 am
Case Law Update Part 1
A "cutting edge" look at decisions and developments affecting
the Trustee practice
The Honorable James Gregg, Grand Rapids MI
The Honorable Barry Schermer, St. Louis MO
Ron Peterson NABT Board Member, Chicago, IL
9:30 am to 10:45 am
Conversion Issues: Chapter 11 to 7 and 13 to 7
Responsibilities and opportunities; quickly taking control of
issues and deadlines. Where to go for help.
The Honorable C. Ray Mullins, Atlanta, GA
Neil Gordon, NABT President-Elect, Atlanta, GA
Lori Lapin Jones, Trustee , NABT Member, Great Neck, NY
Marianne O'Toole, Trustee, NABT Member
10:45 am to 11:15 am
Break in Exhibit Hall
11:15 am to 12:00pm
Family Law
Untying the Gordian knot. A state court and law that
you need to pay attention to
The Honorable Margaret Dee McGarity, Milwaukee WI
Lynne F. Riley, NABT Treasurer, NABT Board Member, Boston, MA
Dwayne Murray, NABT Board Member, Baton Rouge, LA
12:00 pm to 1:00 pm
Trial Practice and Problem Solving/Effective Use of Procedural
rules and Litigation Tactics
Practicing in the world of evidence and proof.
The Honorable Paul Bonapfel, Atlanta, GA
The Honorable James Gregg, Grand Rapids, MI
The Honorable Steven Rhodes, Detroit MI
Professor Jeffrey W. Morris, University of Dayton, Dayton, OH
AFTERNOON ON YOUR OWN/ OPTIONAL EVENTS AVAILABLE
Available Optional Tours
5:00 pm to 6:00 pm
President Circle Reception
Saturday, September 24, 2011
8:00 am to 12:00 pm
NABT Registration
8:00 am to 8:45 am
Attendee Breakfast
8:45 am to 9:30 am
UST Panel: Program Update
The latest news and projected developments
Clarkson McDow, Usited States Trustee, Columbia, SC
Robert " Jake" Miller, Assistant United States Trustee, Seattle, WA
Doreen Solomon, Assistant Director of Review & Oversight, Washington, DC
Donald Walton, UST Region 21, Atlanta, GA
9:30 am to 10:30 am
Case Law Update Part 2
More of the best and most timely decisions.
The Honorable James Gregg, Grand Rapids MI
The Honorable Barry Schermer, St. Louis MO
Robert C. Furr, NABT Past President, Boca Raton, FL
10:30 am to 11:00 am
Break in Exhibit Hall
11:00 am to 12:30 pm
Ethics and Professionalism: What to do and what not to do
including the trustee's responsibilities with regard to pro se
debtors and other practitioners.
The Honorable Margaret Dee McGarity, Milwaukee WI
The Honorable Steven Rhodes, Detroit MI
Professor Jess Gabel, Georgia State University, Atlanta, GA.
Paul G. Swanson, NABT Past President, Oshkosh, WI
AFTERNOON ON YOUR OWN/ OPTIONAL EVENTS AVAILABLE
7:00 pm to 9:00 pm
President's Farewell Party
NATIONAL ASSOCIATION OF BANKRUPTCY TRUSTEE
TRUSTEE ASSISTANTS SCHEDULE OF EVENTS
2011 Annual Conference
September 22-25
The Ritz-Carlton
Amelia Island, FL
Wednesday, September 22, 2011
7:00 pm
Board/Speakers Dinner
Salt, located on property at the Ritz Carlton
Thursday, September 23, 2011
7:30 am to 5:00 pm
NABT Registration Desk
7:30 am to 8:30 am
Registered Attendee Breakfast
8:30 am to 8:45 am
Technology & The Co-Chairs: Schoolhouse Rock:
Your Co-Chairs will welcome you to the 2011 convention and lead you through a very exciting and comprehensive convention agenda!
Co-Chairs: Rob Rice, NABT Board Member, Traverse City, MI
Lori Grahl, Trustee Assistant, Howell & Fisher, PLLC, Nashville, TN
David Polston, Trustee Assistant, Eva M. Lemeh, Nashville, TN
Kelli Mahan, Trustee Assistant, Richard Crawforth Inc., Boise, I
8:45 am to 9:45 am
Technology & The Trustee: The Four W's (When, Where, What and Why )
1. Yesterday:
When did technology become so important to a trustee practice? A brief glimpse into the beginning of using micro computers, printers, and other electronic devices to maintain records and produce reports to the court and UST.
2. Baby I Love Your Way:
Where are we today? A glance at the current technologies offered to us and how they help (or hinders) our lives.
3. Cha Cha Changes:
What is on the Horizon? A look at the future technologies and what to expect in the coming 1-2 years.
4. Turn The Page:
Why do we need to know about technology? Exploring the reasons we need to stay up to date on technology.
Moderator: Rob Rice, NABT Board Member, Traverse City, MI
Speakers: David Kokenes, Trustee Assistant, Hughes Watters Askanase, Houston, TX
Bridgett Moore, Trustee Assistant, Cage, Hill & Niehaus, Houston, TX
Julie Warren, Trustee Assistant, Tow Koenig, The Woodlands, TX
Shelia Whitfield, Trustee Assistant, Cage, Hill & Niehaus, Houston, TX
9:50 am to 10:30 am
Technology & Justice For All
Eye of the Tiger:
UST panel on security best practices. Join us as we explore the issues of concern to the US Trustee regarding the security of our trustee data. Topics to include web-based and remote desktop systems, WiFi security, passwords, public computers, provider and user disaster plans and much more.
Moderator: David Polston, Trustee Assistant, Eva M. Lemeh, Nashville, TN
Speakers: Suzanne Hazard, Executive Office of US Trustees, Washington, DC
Doreen Solomon, Executive Office of US Trustees, Washington, DC
10:30 am to 11:00 am
Break in the Exhibit Hall
11:00 am to 11:30 am
Technology & Justice For All (con't.)
Back in Black:
Use of courtroom technology. In this topic our panel of judges will guide us through use of technology in the courtroom and special tips on how to impress the court with technology. The Judges' perspective on all things technical.
Moderator: David Polston, Trustee Assistant, Eva M. Lemeh, Nashville, TN
Speakers: The Honorable Margaret Dee McGarity, Milwaukee, WI
The Honorable Barry Schermer, St. Louis, MO
11:30 am to 12 noon
Technology & Justice For All (con't. )
All Day & All of the Night: ECF Changes & Updates: What's new to ECF? What's coming? What are we not using?
We will explore the issues of concern with all things "TECHNO" at the courthouse-including issues such as ECF changes/updates and WiFi/other security practices in the courthouse.
Moderator: David Polston, Trustee Assistant, Eva M. Lemeh, Nashville, TN
Speakers: Local Court Person (IT)
12:00 noon to 1:30 pm
Registered Attendee Lunch
Clifford J. White, Director of EOUST, Washington, DC
1:30 pm to 2:15 pm
Technology & Justice For All (con't. )
Go Your Own Way: The paperless office & telecommuting.
Moderator: David Polston, Trustee Assistant, Eva M. Lemeh, Nashville, TN
Speakers: Kelly Hagan, NABT Secretary, Acme, MI
Michael Wagner: NABT Board Member, Bismarck, ND
2:15 pm to 3:00 pm
Technology & Justice For All (con't. )
Secret Agent Man: Confidentiality & Ethics in the E-World.
How to safeguard against breach of confidentiality in the world of cyberspace.
Moderator: Rob Rice, NABT Board Member, Traverse City, MI
Speakers: David Leibowitz, NABT Board Member/Editor, Waukegan, IL
3:00 pm to 3:30 pm
Technology & Justice For All (con't. )
Life In The Fast Lane: Using technology at 341 hearings.
Learn how to be more effective at 341 hearings with the use of apps, internet, cell phones, iPads, laptops, etc.
Moderator: Kelli Mahan, Trustee Assistant, Richard Crawforth Inc., Boise, ID
Speakers: Darlene Anderson, Trustee Assistant, Furr & Cohen, Boca Raton, FL
3:30 pm to 4:00 pm
Break in the Exhibit Hall
4:00 pm to 5:00 pm
Technology & Justice For All (con't. )
Stairway To Heaven: Equipment Considerations.
Our panel of experts will share ideas on equipment requirements needed in a trustee office, as well as share some of the fun options and newest "GEEK TOYS" out there. They will also discuss some of the most popular (Non-Trustee) software products on the market and how to apply those products to your office.
Moderator: Lori Grahl, Trustee Assistant, Howell & Fisher, PLLC, Nashville, TN
Speakers: Cecil Fritch, Epiq Systems Inc.& Darlene Anderson, Furr & Cohen, Boca Raton, FL
Marchand Boyd, TrusteSolutions Inc. & Gene Kohut, Detroit, MI
Karrie Spies, BMS Inc. & Michael Cornelius, Kansas City, MO
7:00 pm to 9:00 pm
Opening Reception
Friday, September 23, 2011
7:30 am to 8:30 am
NABT Registration Desk
7:30 am to 8:30 am
Registered Attendee Breakfast
8:45 am to 9:15 am
Technology & The Trustee's Practice
Dazed & Confused: Our top ten list.
In this session we will explore the top 10 most common technology related questions asked by trustee/bankruptcy attorney offices from across the country.
Moderator: Kelli Mahan, Trustee Assistant, Richard Crawforth Inc., Boise, ID
Speakers: Kathryn Jump, BK Attorney Services, Davenport, WA
9:20 am to 10:45 am
Technology & The Trustee's Practice
Come Together: Web surfing for a living:
After a brief presentation from our speakers, we will break into smaller groups to do an in depth case study for analysis and online research, (WiFi and laptops for each group to be provided)
Moderator: Kelli Mahan, Trustee Assistant, Richard Crawforth Inc., Boise, ID
Speakers: Roberta Kickbush, Trustee Assistant, Laderer & Fischer, South Bend, IN
Fran Rothwell, Trustee Assistant, John Roberts, Trustee, Placerville, CA
**PLEASE NOTE: LECTURE: 9:20 am to 9:40 am and WORKSHOP: 9:45 am to 10:45 am
10:45 am to 11:15 am
Break in the Exhibit Hall
11:15 am to 11:45 pm
Technology & The Trustee's Practice
Dazed & Confused
Our Top ten list. In this session we will explore the top 10 most common technology related questions asked by trustee/bankruptcy
attorney offices across the country.
Moderator: Kelli Mahan, Trustee Assistant, Richard Crawforth Inc., Boise, ID
Speakers: Kathryn Jump, BK Attornry Services, Davenport, WA
11:45 am to 1:00 pm
Technology & The Trustee's Practice
Vendor Breakout Sessions
Our individual vendors take us through a tour of what's new with their products, plus share tips, tricks and brainstorming ideas
about the programs.
Speakers: BMS, EPIQ, TES
AFTERNOON ON YOUR OWN/OPTIONAL EVENTS
ALL ATTENDEES ARE INVITED TO JOIN NABT ON THE FOR A LITE LUNCH ON THE BEACH AND
AND TO PARTICIPATE IN OR CHEER ON YOUR FAVORITE
BEACH OLYMPIC TEAM
Saturday, September 24, 2011
8:00 am to 12:00 pm
NABT Registration Desk
8:00 am to 8:45 am
Registered Attendee Breakfast
8:45 am to 9:30 am
Technology & The Future
Hey You, Get Off Of My Cloud: Clouds, Apps and Saas.
In this session we examine the use cloud computing, its advantages and disadvantages. We will also cover the technologies of Apps and Saas-What they are and how to use them.
Moderator: Lori Grahl, Trustee Assistant, Howell & Fisher, Nashville, TN
Speakers: Lori Grahl, Trustee Assistant, Howell & Fisher, Nashville, TN
David Polston, Trustee Assistant, Eva M. Lemeh, Nashville, T
9:15 am to 10:30 am
Technology & The Future (con't.)
Imagine All The Hard Drives: Digital imaging, forensics and e-Discovery.
As more and more debtors keep their financial and personal information on computers and other electronic devices, the trustee office will need to know some
of the basics of imaging of a hard drive, examining data, uncovering deleted files, reading a debtor's emails, etc. Explore the world of a trustee as a cybersleuth.
Moderator: Lori Grahl, Trustee Assistant, Howell & Fisher, Nashville, TN
Speakers: Bob Waldschmidt, NABT Past President, Nashville, TN
Raj Singal, TrusteSolutions, Houston, TX
10:30 am to 11:00 am
Break in the Exhibit Hall
11:00 am to 11:45 am
Technology & The Future (con't.)
Surfin' USA: Asset sales on the web: Explore ways a trustee can sell assets online.
There are many ways for a trustee to sell assets, (1.) Via a company/auctioneer that specializes in such sales, and (2.) Via NABT website, ebay and craiglist listings done by the trustee office independently. Join us as we explore making the determination of how to sell an asset, how to appoint and compensate online auctioneers/agens, how to set up an ebay or other online sales account, posting assets for sale online, the costs and much more.
Moderator: Lori Grahl, Nashville, TN
Speakers: Angie Birdsell, bkassets.com, Mesa, AZ
Nancy Cooper, NABT Staff, Columbia, SC
11:45 am to 12:15 pm
Technology & The Future (con't.)
Wrap It Up: General Q & A Time with Co-Chairs:
In Lieu of survey (Yeah, no survey this year!), we will have a conference de-briefing and explore topics of interest to members of our profession; we will also have a time for folks to sign up to participate as a speaker, helper or possible co-chair.
Speakers: Rob Rice, NABT Board Member, Traverse City, MI
Lori Grahl, Trustee Assistant, Howell & Fisher, PLLC, Nashville, TN
David Polston, Trustee Assistant, Eva M. Lemeh, Nashville, TN
Kelli Mahan, Trustee Assistant, Richard Crawforth Inc., Boise, ID
AFTERNOON ON YOUR OWN/OPTIONAL EVENTS
7:00 pm to 9:00 pm
President's Farewell Party