Trustee Assistant Spring Summit

April 25-26, 2024
1:00 PM - 5:00 PM ET
(10:00 AM - 2:00 PM PT)
 

Join NABT's Trustee Assistant Committee at the second annual Virtual Spring Summit. This exciting opportunity will include two half-days of education focusing on topics such topics as Microsoft Office 365; Triaging Schedules/SOFA; Zoom Tips and Tricks; Trustee Forms; Trustee Reports; and Trustee Review. Don’t miss this chance to gain legal analysis insights from experienced Trustee Assistants. CLE credits will be available for all those who attend.

WEBINAR COSTS

Full Conference Attendance:
NABT Members: $150
Non-Members: $200

One Day Attendance Only:
NABT Members: $100
Non-Members: $150

Day 1: Technology, Ethics, and Schedules... Oh My!

Day 2: Handbook Primer

THANK YOU TO OUR SPONSORS!

Decades of Trustee Administration Experience

Effortlessly execute your fiduciary duties with the tailored banking services, user-friendly software, and dedicated Relationship Manager you deserve. Our team of seasoned former trustee administrators have mastered navigating and streamlining the Chapter 7 and Subchapter V case administration process, and they are ready to work for you.

International Sureties, Ltd. specializes in providing trustee, post-confirmation, receivership, fiduciary, depository, court and miscellaneous bonds throughout the country.  International Sureties has direct access to the major (A rated) surety markets and the most competitive pricing. Our exceptional service and response time allows for same day service on most bonds.

KCC is a leading claims and noticing agent providing administrative support services and consulting to companies undergoing corporate restructurings. KCC has set the standard for claims administration services, with innovative technologies and the most experienced staff in the market offering in-depth expertise and highly responsive client service. KCC provides claims administration, noticing, public securities services, strategic communications, document production, balloting and tabulation, disbursement services, and a suite of e-services on digital platforms. Additionally, KCC has integrated automated chapter 11 depository services, receivership, chapter 7, and subchapter V solutions and software in their continually expanding suite of services.

How can the Ultimate Case Management platform on the market help you manage your cases and make it effortless? With more automation, more customization, and more mobility than any other solution, it helps you uphold your fiduciary responsibilities with excellence, maintain compliance effortlessly and maximize profitability. Built in the cloud and backed by outstanding customer support, TrusteSolutions, a division of Financial Software Solutions, LLC, is a Houston-based enterprise-level software company that empowers attorneys to unlock the full potential of their Chapter 7 cases and take control — with confidence.

Stretto delivers a full spectrum of case-management services, depository solutions, and technology tools to fiduciaries. We offer a comprehensive suite of corporate-restructuring and consumer-bankruptcy capabilities along with multi-faceted deposit and disbursement services. Sitting at the center of the bankruptcy ecosystem, Stretto leverages deep-industry expertise and market insights to provide an unparalleled portfolio of solutions. Our team seamlessly integrates streamlined workflows and best-in-class technology to orchestrate the case-management process and create harmony for professionals and their teams. For more information about Stretto, visit www.stretto.com.

CLE

NABT is applying for CLE credit in many states. If you need a specific state, please indicate this when registering. To meet CLE requirements, there will be questions displayed at intervals during the webinar to confirm your attendance. Use of the free Zoom APP is required to answer these questions.

CPE

LEVEL

Beginner > Advanced

PREREQUISITES

No advanced preparation is needed for this webinar.

DELIVERY METHOD

Group Internet Based using the Zoom Webinar platform.

Although phone numbers are also provided for those that do not have audio, the Zoom APP is needed to answer Poll questions which are a requirement to receive CLE/CPE credits. The Zoom APP is free of charge and you do not have to create an account to use it.

PAYMENT POLICY

Payment must be received in full before the webinar. Payment can be made by credit card online or by check.

We will send you a Zoom invitation link prior to the webinar.

CANCELLATION AND REFUND POLICY

Cancellation and refund requests must be made online according to the following schedule:

Before April 25, 2024: 
100% Registration Fee

After April 25, 2024: 
No refund available.

Email nabtstaff@nabt.com to request a refund.

There are no refunds for no-shows.

QUESTIONS?

If you have any questions about the Trustee Assistant Spring Summit, registration procedures‚ or administrative policies such as complaint or refund, please contact us at (888) 566-2993 or nabtstaff@nabt.com.

Trustee Connect is a NABT webinar series for the trustee profession. Make plans to join us Friday, May 10 at 12:00 PM ET. 

Navigating the Quagmire: What Every Trustee Needs
to Know About the Corporate Transparency Act 

The Corporate Transparency Act (“CTA”) is a radical addition to the federal reporting scheme that requires corporate entities operating in the U.S. to file their “beneficial ownership” information with the Financial Crimes Enforcement Network (“FinCen”).  As the CTA reporting scheme is in its infancy, many of the kinks have not been worked out – including its maddeningly-vague applicability to bankruptcy trustees.  Please join us for this one-hour presentation, where presenters Doug Schwartz, Kimberly Kamkar, Chris Hughes will walk you through the basics of filing requirements under the CTA, how trustees will potentially need to make impactful judgment calls in all bankruptcy estates that include corporate entities, and current litigation challenges faced by the CTA.

SPEAKERS

Christopher Hughes   Nossaman LLP	Kimberly Kamkar Nossaman LLP	Doug Schwartz Nossaman LLP	Lynda Bui (Mod.) Shulman Bastian Friedman & Bui	Judy Weiker (Mod.) Manewitz Weiker Associates

For more information about our speakers click here. 

Webinar Costs

Member Cost: $25
Non-Member Cost:$50

CLE

NABT is applying for 1 hour of CLE in applicable states. To meet the requirements of several states, there will be questions displayed at intervals during the webinar to confirm your attendance. Use of the free Zoom APP is required to answer these questions.

CPE
National Association of Bankruptcy Trustees is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

1.2 Total CPE credits available in the area of Specialized Knowledge. CPE credits are based on a 50-minute hour.

LEVEL
Intermediate

PREREQUISITES
No advanced preparation is needed for this webinar.

DELIVERY METHOD
Group Internet Based using the Zoom Webinar platform.

Although phone numbers are also provided for those that do not have audio, the Zoom APP is needed to answer Poll questions which are a requirement to receive CLE/CPE credits. The Zoom APP is free of charge and you do not have to create an account to use it.

PAYMENT POLICY
Payment must be received in full before the webinar. Payment can be made by credit card online or by check.

Zoom webinar information will be provided in the confirmation email following registration.

CANCELLATION AND REFUND POLICY
Cancellation and refund requests must be made online according to the following schedule:

Before  May 10, 2024: 
100% Registration Fee

After May 10, 2024: 
No refund available

Email info@nabt.com to request a refund.

There are no refunds for no-shows.

QUESTIONS?

If you have any questions about the NABT Trustee Connect, registration procedures‚ or administrative policies such as complaint or refund, please contact us at (888) 566-2993 or info@nabt.com.

Make plans to join us on Friday, June 7 at 12:00 PM ET.

TOPIC: Handling PII from “Soup to Nuts” - Including Electronic Handling of PII

Description coming soon!

Presented by Gary Seitz

Cost:

No cost for members!

Non-Members: $15.00

Not a Trustee Assistant Member? If your Trustee is an NABT Member, your membership dues are only $75. Click HERE to join today!

About Our Speakers:

More info coming soon!

The National Association of Bankruptcy Trustees is the the only organization dedicated to the Chapter 7 and Subchapter V Trustee community. Our unrivaled education, invaluable connections and indispensable solutions converge at our annual conference to provide trustees, and those with whom they work, the resources to excel at their profession.

Registration is open for the 2024 Annual Conference taking place August 18 - 21, 2024 at the Grand Hyatt in Nashville, TN. This year's conference will kick off at 2:00 PM CT with a community service event and education sessions starting on Sunday, August 18 at 3:00 PM CT. We have education and networking events planned through Wednesday, August 21 at 12:30 PM CT.  

AGENDA AT A GLANCE

Agenda is subject to change.

SUNDAY, AUGUST 18

12:00 PM - 7:00 PM Registration Desk Open
3:00 PM - 5:30 PM Education Sessions
6:00 PM - 7:00 PM Welcome Reception
7:30 PM Dine Around Dinners (More info HERE)

Monday, AUGUST 19

7:30 AM - 1:30 PM Registration Desk Open
7:30 AM - 8:45 AM Breakfast & Welcome Announcements
9:00 AM - 12:30 PM Education Sessions
12:30 PM - 1:00 PM Boxed Lunch To-Go
1:15 PM - 5:30 PM NABT Planned Excursions (More info HERE)
5:30 PM - 6:30 PM NewTAC (New Trustee) Happy Hour (by invitation only)
5:30 PM - 6:30 PM IWIRC Happy Hour at Red Phone Booth (Ticket purchase required)
7:00 PM Platinum Sponsor Dinners (by invitation only)

Tuesday, AUGUST 20

7:30 AM - 5:30 PM Registration Desk Open
7:30 AM - 8:00 AM Breakfast
8:00 AM - 11:30 AM Education Sessions
11:45 AM - 1:15 PM NABT Awards Luncheon + Keynote
1:30 PM - 5:30 PM Education Sessions
5:45 PM - 6:45 PM President's Circle Reception (by invitation for President's Circle members only)
7:00 PM - 10:00 PM NABT Gala

Wednesday, AUGUST 21

7:30 AM - 1:00 PM Registration Desk Open
7:30 AM - 8:00 AM Breakfast
8:00 AM - 12:00 PM Education Sessions
12:15 PM - 12:45 PM NABT Trustee Members Meeting

Grand Hyatt, Nashville, TN

Hotel Rate

NABT has secured a special rate of $289 for August 18-21, 2024. To ensure you receive these special rates, be sure to book your room before Sunday, July 26, 2024. Click the icon below to make your reservations online at the host hotel.

Reservations by phone can be made at 615-622-1234 and referencing the NABT Annual Conference.

Airline Travel Discounts

Delta Airlines:  NM37W

United Airlines:  ZNZV979720

*To add the Delta meeting code in a web browser, click on Advanced Search to enter Meeting Code before performing flight search.

Full Conference registration includes:

• All educational sessions
• Admittance to the Exhibit Hall
• Access to online program materials
• Access to recordings of educational sessions
• CLE/CPE certificates as needed
• Refreshment breaks
• Breakfast (Monday, Tuesday, & Wednesday)
• Lunch (Monday & Tuesday)
• Welcome Reception (Sunday)
• NABT Gala Event (Tuesday)

CLE

This event will be eligible for up to 13 CLE credits. NABT will apply for CLE credits in all applicable states. Check back for a full listing of approved credits.

CPE

National Association of Bankruptcy Trustees is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Attendees may earn up to 15.6 CPE credits in the Specialized Knowledge Field of Study and 1.2 CPE credits in the Behavioral Ethics Field of Study. CPE credits are based on a 50-minute hour.

This is a Group Live event.

Level

The NABT Conference offers advanced levels sessions to U.S. Bankruptcy Trustees and the professionals that support them.

Prerequisites

Foundational knowledge of the U.S. Bankruptcy Code.

No advanced preparation is needed for any conference session.

Confirmation

All registrants will receive a receipt of registration. If you do not receive confirmation, please contact NABT Staff at (888) 566-2993.

Terms & Conditions

Access all annual conference terms and conditions here, including the following:

Payment Policy
Attendee Cancellation
Substitutions
NABT Cancellation
Use of Promotional Codes/Discounts
Liability Waiver and Assumption of Risk
Code of Conduct
NABT Media Access Policy
Photo/Video Disclaimer
Suitcasing and Outboarding
Conflicting Events
Conference Badges
Event Tickets
Alcohol Consumption
Financial Hardship

Questions

If you have any questions about the NABT 2024 Annual Conference, registration procedures‚ or administrative policies such as complaint or refund, please contact us at (888) 566-2993 or nabtstaff@nabt.com.

Make plans to join us on Friday, October 4 at 12:00 PM ET.

TOPIC: Business Interruption Plan and Successor Trustee / Successor Trustee Assistant Planning

Description coming soon!

Presented by Lori Grahl

Cost:

No cost for members!

Non-Members: $15.00

Not a Trustee Assistant Member? If your Trustee is an NABT Member, your membership dues are only $75. Click HERE to join today!

About Our Speakers:

More info coming soon!

Make plans to join us on Friday, December 6 at 12:00 PM ET.

TOPIC: Maintaining Assets Including Insurance and Bonding

Description coming soon!

Presented by Darcy Williamson and Carleen Cignetto

Cost:

No cost for members!

Non-Members: $15.00

Not a Trustee Assistant Member? If your Trustee is an NABT Member, your membership dues are only $75. Click HERE to join today!

About Our Speakers:

More info coming soon!