NATIONAL ASSOCIATION OF BANKRUPTCY TRUSTEES
NABT Spring Seminar Agenda
April 9-10 , 2010
Trustee Agenda
Tentative Sechedule
Subject to Change
7:00 a.m. - 8:00 a.m.
Breakfast
6:45 a.m. - 11:30 a.m.
12:30 a.m. - 3:45 p.m.
Exhibit Hall Open
7:00 a.m. - 8:00 a.m.
Real Group Breakfast Meeting
Members Dining Room at the Golf Club
Shuttle available from front of Westin Hotel
8:00 a.m. - 8:05 a.m.
Welcome and Opening Remarks
James Boyd, NABT President, Chapter 7 Trustee, Traverse City, MI
8:05 a.m. - 8:50 a.m.
The Nouveau Pauvre, or Who Used To Be A Millionaire?
Finding assets in those mid- and large-sized cases in which the debtors used to be "high-end� debtors.
The Honorable John Waites, Chief Bankruptcy Judge, Columbia, SC
Robert Furr, NABT Immediate Past President, Chapter 7 Trustee, Boca Raton, FL
Neil Gordon, NABT Vice President, Chapter 7 Trustee, Atlanta, GA
8:50 a.m. - 9:30 a.m.
The Corporation Filed Chapter 7 and I've Been Stuck with a Pension Plan!
A roadmap of what to do under § 704(a)(11) when you find out you are now a pension plan administrator.
Dave Witz Foduciary Risk Management, Charlotte, NC
9:30 a.m. - 9:45 a.m.
Break
9:45 a.m. - 10:30 a.m.
The Money's Gone!
Recovering assets that have been transferred away from the pension plan, or from a pension plan that is a transferee. Jurisdiction, § 547 claims, and other thorny money issues pertaining to pension plans will be discussed.
The Honorable William Bodoh, Bankruptcy Judge, Bluffton, SC
David Allard, NABT Past President, Chapter 7 Trustee, Detroit, MI
Brian Etzel, The Miller Law Firm, Rochester, MI
10:30 a.m. - 11:30 a.m.
Trustee Survival Roundtable
Experienced trustees will provide tips on managing the mania, stress, and day-to-day pressures (including financial) of running a trustee practice, plus practical tips on how to feed the starving llamas, and selling the odd asset
Kelly Hagan, NABT Board Member/Editor, Chapter 7 Trustee, Traverse City, MI
Cathy Scarver, Chapter 7 Trustee, Marietta, GA
Darlene Anderson, Trustee Assistant, Boca Raton, FL
11:30 a.m. - 1:00 p.m.
Lunch with Presentation
Under the Dome: Legislation and NABT Initiatives in DC
James Boyd, NABT President, Chapter 7 Trustee, Traverse City, MI
Jim Hyland, NABT Legislative Representative
1:00 p.m. - 1:45 p.m.
There is Nothing Funny About Ethics!
We guarantee you a humorous and spirited discussion about our professional conduct as trustees, the integrity of the bankruptcy system, personal conduct, and related concerns.
The Honorable Margaret Dee McGarity, Bankruptcy Judge. Milwaukee, WI
Professor Mark Yochum, Duquesne University, Pittsburgh, PA
1:45 p.m. - 2:45 p.m.
Even If You Can't Touch, Smell or Feel It, You Can Still Sell Intellectual Property!
Identifying, valuing and selling copyrights, trademarks, patents, web sites, and other intellectual property.
Michael Khoury, Jaffe, Raitt, Heuer and Weiss, Southfield, MI
Joyce Klemmer, Smith Gambrell & Russell, Atlanta, GA
2:45 p.m. - 3:00 p.m.
Break
3:00 p.m. - 3:45 p.m.
Little Cases That Grew, or Whoops! What am I Doing at the Supreme Court???
Sometimes the smallest consumer cases take on a life of their own and how small cases with important issues can end up at the U.S. Supreme Court.
Lynne Riley, NABT Secretary, NABT Board Member, Chapter 7 Trustee, Boston, MA
Martin Sheehan, NABT Treasurer, NABT Board Member, Chapter 7 Trustee, Wheeling, WV
William Schwab, Chapter 7 Trustee Trustee, Lehighton, PA
3:45 pm - 4:30 pm
The Mega Case: Hiring and Managing Professionals, Managing Costs and Fees in the Large Litigation Case
The Honorable Beth Burris, Greenville, SC
Ronald Peterson, NABT Board Member, Chapter 7 Trustee, Chicago, IL
Lynn Schoenmann, NABT President-Elect, Chapter 7 Trustee, San Francisco, CA
6:30 p.m.- 9:00 p.m.
Opening Reception at Hotel
8:30 p.m.
Optional Ghost Tour
(Guides will meet at the front of the hotel, Tour departs from Johnson Square)
Saturday, April 10, 2010
7:00 a.m. - 8:00 a.m.
Breakfast
6:45 a.m. - 11:00 a.m.
Exhibit Hall Open
7:00 a.m. - 8:00 a.m.
NewTAC Breakfast for New Trustees
We'll repeat our efforts to match newer trustees (those on the panel 5 years or less) with more experienced trustees at special tables over an informal breakfast.
8:00 a.m. - 8:45 a.m.
Breaking News from the United States Trustee
The Executive Office for U.S. Trustees will review current issues and priorities.
Clarkson McDow, United States Trustee, Columbia, SC
Robert " Jake" Miller Jr., Assistant United States Trustee, Seattle, WA
Doreen Solomon, Assistant Director of Review and Oversight, Washington, DC
Donald Walton, United States Trustee for Region 21, Atlanta, GA
8:45 a.m. - 9:45 a.m.
Let's Make a Deal with the IRS
Creating assets by selling property subject to IRS and other tax liens, working with IRS personnel, subordination issues, and distribution of proceeds
The Honorable Douglas Dodd, Bankruptcy Judge, Baton Rouge, LA
Dwayne Murray, NABT Board Member,Chapter 7 Trustee, Baton Rouge, LA
Thomas D. Mathews, IRS
9:45 a.m. - 10:00 a.m.
Break
10:00 a.m. - 10:45 a.m.
Trustees Under Fire-Due Process Issues
Faced with an aggressive creditor that wants you off the case and has filed a motion to have you removed? Or perhaps the U.S. Trustee is taking action against you? This panel will review how to manage the process and how to respond.
The Honorable John Dalis, Bankruptcy Judge, Brunswick, GA
The Honorable David Duncan, Bankruptcy Judge, Columbia, SC
John Gregg, Barnes & Thornburg LLP, Grand Rapids, MI
10:45 a.m. - 12:15 p.m.
Case Law Update
We'll conclude with our popular panel that provides the absolute best analysis of case law applicable to chapter 7 trustees.
The Honorable Barry Schermer, Bankruptcy Judge, St. Louis, MO
The Honorable Howard Tallman, Bankruptcy Judge, Denver, CO
Samuel Crocker, NABT Past President, Chapter 7 Trustee, Nashville, TN
12:30 p.m. - 1:30 p.m.
Savannah Spirits Break
1:00 p.m. - 5:00 p.m.
Afternoon
Golf Tournament
Optional Tours
Evening On Your Own
Paralegal/Trustee Assistants Agenda
Tentative Schedule
Subject to Change
Seminar Theme: Use the Tools We Have . Make the Trustee Some Money, and Keep Them Sane
Friday, April 9, 2010
7:00 am - 8:00 am
Breakfast
6:45 a.m. - 11:30 a.m.
12:30 a.m. - 3:45 p.m.
Exhibit Hall Open
8:00 a.m. - 8:05 a.m.
Welcome and Opening Remarks
James Boyd, NABT President, Chapter 7 Trustee, Traverse City, MI
8:10 a.m. - 8: 50 a.m.
Let's Make the Trustee Some Money
Hints and tips to better utilize the assistant's time and efforts in the office.
Darleen Anderson, Trustee Assistant, Boca Raton, FL
Kelly Hagan, NABT Board Member, NABTalk Editor, Chapter 7 Trustee, Traverse City, MI
Jeff Morrison, Trustee Assistant, Traverse City, MI
8:50 a.m. - 9:30 a.m.
The Corporation Filed Chapter 7 and I've Been Stuck with a Pension Plan!
(Joint with the Trustees)
A roadmap of what to do under § 704(a)(11) when you find out you are now a pension plan administrator.
Dave Witz Fiduciary Risk Management, Charlotte, NC
9:30 a.m. - 9:45 a.m.
Break
9:45 a.m. - 10:30 a.m.
Code and Rules
Quick references on your desk.
Robert Waldschmidt, NABT Past President, Chapter 7 Trustee,, Nashville, TN
10:30 a.m. - 11:30 a.m.
Trustee Survival Roundtable
(Joint with the Trustees)
Experienced trustees will provide tips on managing the mania, stress, and day-to-day pressures (including financial) of running a trustee practice, plus practical tips on how to feed the starving llamas, and selling the odd asset
Kelly Hagan, NABT Board Member/Editor, Chapter 7 Trustee, Traverse City, MI
Cathy Scarver, Chapter 7 Trustee, Marietta, GA
Darlene Anderson, Trustee Assistant, Boca Raton, FL
11:30 a.m. - 1:00 p.m.
Lunch with Presentation
Under the Dome: Legislation and NABT Initiatives in DC
James Boyd, NABT President, Chapter 7 Trustee, Traverse City,
Jim Hyland, NABT Legislative Representative
1:00 p.m. - 1:45 p.m.
IRS Claims
Working with IRS Personnel.
Thomas D. Mathews, IRS
Dwayne Murray, NABT Board Member, Chapter 7 Trustee, Baton Rouge, LA
1:45 p.m. - 2:45 p.m.
A primer on Bonds and Malpractice Insurance
A primer on bonds, malpractice and property insurance.
George Adams, Adams-Levine Surety Bonds, NABT Board Member, Miss Texas
Clark Fitz-Hugh, International Sureties, NABT Board Member, New Orleans, LA
2:45 p.m. - 3:00 p.m.
Break
3:00 p.m. - 3:30 p.m.
Utilizing the Listserv and Research Sites: Free materials to make your searches easier.
Lori Grahl, Trustee Assistant, Nashville, TN
3:30 p.m. - 4:30 p.m.
Vendor Breakouts
Bring the questions, they'll have the answers!
6:30 p.m. - 9:00 p.m.
Opening Reception at Hotel
8:30 pm
Optional Ghost Tour
(Guides will meet at the front of the hotel. Tour departs from Johnson Square. )
Saturday, April 10,2010
7:00 a.m. - 8:00 a.m.
Breakfast
6:45 a.m. - 11:00 a.m.
Exhibit Hall Open
8:00 a.m. - 8:45 a.m.
Is That a Train Wreck Coming?
Planning for loss of key personnel, fire, flood, famine, and other disasters.
Pamela Bicknell, Trustee Assistant, Atlanta , GA
Angela Ford, Trustee Assistant, Atlanta, GA
8:45 a.m. - 9:45 a.m.
Chapter 13 Conversions/What you Need to Know
David P. Leibowitz, NABT Board Member, Chapter 7 Trustee, Chicago, IL
Richard Nelson, NABT Board Member, Chapter 7 Trustee, Nashville, TN
9:45 a.m. - 10:00 a.m.
Break
10:00 a.m. - 10:45 a.m.
UST Update
The Executive Office for U.S. Trustees will review current issues and priorities.
Suzane Hazzard, Deputy Assistant Director Executive Office for the United States Trustees , Washington, DC
10:45 a.m. - 11:30 a.m.
Finding More Assets / Selling Weird Assets
We'll explore ways to find and sell assets in these challenging times.
John Palumbo, Bankruptcy Asset Management, Jacksonville, FL
11:30 am - 12:00 Noon
Trustee Assistants Committee
Who are we and where are we going.
Darlene Anderson, Trustee Assistant, Boca Raton, FL
Lori Grahl, Trustee Assistant, Nashville, TN
Rob Rice, Trustee Assistant, Traverse City, MI
12:30 p.m. - 1:00 p.m.
Savannah Spirits Break
1:00 pm - 5:00 pm
Afternoon
Optional Tours
Golf Tournament
Evening On Your Own