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Thursday, April 30
 

9:00am PDT

New Bankruptcy Attorney and Bankruptcy Paralegal Bootcamp
Whether you’re a new bankruptcy attorney, paralegal, or an attorney seeking a refresher program, NACBA has you covered with this fantastic one-day intensive pre-conference program. Bankruptcy is not about filling-out forms. Bankruptcy is a serious area of law and can be riddled with malpractice pitfalls. The quality of our legal work matters and this is where we can all improve. Attorneys: Send your paralegals! Law firms: Send your new attorneys!


Agenda:

  • Overview of Bankruptcy – Chapter 7, 9, 11, 12, 13, 15, and SBRA
  • Stay in Your Lane!  Unlicensed practice of law.  How to train staff to understand the difference between answering a general question v. giving legal advice.  Ethics.
  • Polished Legal Drafting (proper grammar, punctuation, active voice, eliminate legalese, proper formatting, proper citations, and more!)
    • Professional Business Letters – Appointment letters, Consult F/U letters, Engagement Letters, Non-Engagement, Disengagement, Welcome Letters, 341 Letters, Discharge, Dismissal, Case Closure Letters, Conflict Waivers
    • Drafting Declarations – Who, What, When, Where, Why, and How?  Show me the Exhibits
    • Preparing Exhibits
    • Complying with FRBP, FRCP, LBRs
    • Email v. Snail Mail or Both
  • Intake Process, Client Questionnaires, Best practices
  • Malpractice Pitfalls
    • When to File?  Where to File?  Don’t File!  Refer it or decline it!
    • Know Your Exemptions
    • Know When You Need Outside Counsel - Estate Planning Issues, Family Law, Criminal, Civil, Corporate, Tax, Intellectual Property, Personal Injury – Bankruptcy Crossover Issues are Huge!
    • Conflicts of Interest
    • Written Fee Agreements
  • Collection of Documents
  • Systems, Apps, Software, Client Portals … Oh My!!!
  • Petition Preparation, Means Test, Income Calculation & Evidence!!!
  • Best Practices for Filing
  • Preparation of Trustee Documents, Trustee Requests, UST Inquiries
  • Documenting your file, your time, and supporting your attorney
  • Understanding the Business of Bankruptcy
    • Duty to Your Client
    • Profitability
    • Budgeting
    • Ethics
    • CYA
  • Discharge, Dismissal, and Multiple Filings – How to Conclude a Case


Speakers
avatar for Mike Gouveia

Mike Gouveia

Owner, Law Office of Michael G. Gouveia
Michael GouveiaBankruptcy Attorney, Mentor and Coach“BKmike” has taught bankruptcyfundamentals to attorneys and their staffs for over ten years.This is his third year presenting at NACBA.He is also the creator on the popular website “bkmike.com”, for the bankruptcy professional... Read More →
avatar for Rachel Foley

Rachel Foley

CEO, Foley Law - KC Bankruptcy
Rachel established Foley Law which is also known as KC Bankruptcy. She dedicates over 90% of her time to the practice of consumer bankruptcy law. Her undergraduate training was mainly in the sciences and medicine.However, it was the freedom of debt described in Deuteronomy 15:1-2... Read More →
avatar for Tara Twomey

Tara Twomey

NACBA Amicus Project Director
avatar for Jenny Doling

Jenny Doling

Attorney - Certified Bankruptcy Specialist, J. DOLING LAW, PC
Jenny is a staunch Bankruptcy and Consumer Rights Attorney. She is a Certified Bankruptcy Specialist and she serves on NACBA’s Board of Directors. She was honored in 2013 with NACBA’s Distinguished Service award. In 2016, she received the Hammes-Shulman Legislative Advocacy Award... Read More →
avatar for Carol Colliersmith

Carol Colliersmith

Attorney, Colliersmith & Associates, P.C.
Ms. Colliersmith received her law degree from the Fredric G. Levin College of Law at the University of Florida and has practiced exclusively consumer and small business bankruptcy law since 2001.   She has been an active member of the National Association of Consumer Bankruptcy Attorneys... Read More →
avatar for Pam Stewart

Pam Stewart

Law Office of Pamela Stewart
avatar for Isabel Tostado

Isabel Tostado

Certified Paralegal, J. Doling Law, PC
Isabel is bilingual and a California Certified Paralegal. She’s been a member of Jenny Doling's team for 12 years. Isabel has prepared thousands of cases with a special focus on Chapter 7 and Chapter 13 bankruptcy cases.Isabel frequently attends continuing education conferences... Read More →


Thursday April 30, 2020 9:00am - 4:00pm PDT
Studio D-E

9:00am PDT

Small Business Reorganization Act (SBRA)
The Small Business Reorganization Act (SBRA) takes effect on February 19, 2020. NACBA is pleased to provide this one-day intensive pre-conference program on SBRA, focusing on how best to represent small business debtors under SBRA. SBRA is a new addition to the U.S. Bankruptcy Code and fills a much-needed gap for debtors caught between Chapter 11 and Chapter 13. SBRA is designed for a small business debtors engaged in commercial or business activity with a current debt limit of $2,725,625. SBRA reduces many of the harsh deadlines and stresses put on small businesses who filed under Chapter 11.

Agenda:
Introduction to SBRA (Sub-Chapter V)
  • Compare and contrast SBRA to Chapter 11 and Chapter 13
    • Benefits
    • Burdens
  • Review New Rules
  • Review New Forms (w/Sample Forms)
  • Intake Process and Evaluation of a Potential SBRA Case
  • Engagement, Retainer Agreements, and Fees (w/Sample Forms)
  • Practical Checklists, Deadlines, and Motions (w/Sample Forms)
  • Engaging Support Staff for the Success of the Case
  • Best Practices and Ethics
  • UST Role in SBRA Cases
  • Filing your first Ch. V Case
  • Strategies for Confirming Your Plan
  • Consequences of Dismissed Cases
  • Concluding a SBRA Case


Speakers
avatar for Lei Lei Wang Ekvall

Lei Lei Wang Ekvall

Managing Partner, Smiley Wang-Ekvall, LLP
LEI LEI WANG EKVALL is a partner of Smiley Wang-Ekvall, LLP.  She received her undergraduate degree in information and computer science in 1988 from the University of California, Irvine and her law degree in 1992 from the University of Southern California.  Ms. Wang Ekvall served... Read More →
avatar for Dan Press

Dan Press

Chung & Press P.C.
Daniel M. Press is a bankruptcy lawyer with the law firm of Chung & Press, P.C., in McLean, Virginia.  A 1988 magna cum laude graduate of Georgetown University Law Center, he was an editor of the Georgetown Law Journal.  He received his B.A. from The Johns Hopkins University.  After... Read More →
avatar for Brett Weiss

Brett Weiss

Managing Member, The Weiss Law Group, LLC
Brett Weiss, a senior partner at the Weiss Law Group, LLC, has been representing people and businesses in all phases of bankruptcy for over 25 years. He has experience in complex individual Chapter 7, Chapter 11 and Chapter 13 bankruptcy cases, and in Chapter 11 small business restructuring... Read More →
MB

Mary Beth Ausbrooks

Ms. Ausbrooks practices in Nashville and is a partner in the consumer debtor firm of Rothschild & Ausbrooks, PLLC. She is a board certified Consumer Bankruptcy Specialist and has been certified as such by the Tennessee Supreme Court and the American Board of Certification. She has... Read More →
avatar for Steven Fox

Steven Fox

Owner, The Fox Law Corporation
I joined NACBA in the mid-90s and have been a member since then. I am a founder of the Central District Consumer Bankruptcy Attorneys Association in Los Angeles. I chair the bankruptcy section of the San Fernando Valley Bar Association which is located in Los Angeles.I limit my practice... Read More →
avatar for Roksana Moradi-Brovia

Roksana Moradi-Brovia

Roksana D. Moradi-Brovia is a partner at RESNIK HAYES MORADI LLP. She is a California Certified Bankruptcy Specialist and member of NACBA.Ms. Moradi-Brovia has dedicated her legal career to representation of both individuals and businesses navigating through Chapter 7 and Chapter... Read More →
avatar for Wayne Greenwald

Wayne Greenwald

Lighter SideWayne Greenwald is rumored to be a competent bankruptcy anddebtor-creditor lawyer.  Draw your own conclusions.  Wayne drinks bourbon, smoke cigars and skis pretty well for a fat, old former racing coach.  In 2017, he represented the U.S. in an international cigar smoking... Read More →
avatar for Hon. Scott Clarkson

Hon. Scott Clarkson

Scott C. Clarkson was appointed to the United States Bankruptcy Court for the Central District of California on January 20, 2011. Judge Clarkson sits in the Santa Ana Division of the Central District of California and hears Chapter 7 and 11 cases filed in both Riverside and Santa... Read More →


Thursday April 30, 2020 9:00am - 4:00pm PDT
Studio A-B

4:00pm PDT

4:00pm PDT

Convention Check-in
Thursday April 30, 2020 4:00pm - 7:00pm PDT
Registration Desk Mezzanine Level

4:10pm PDT

Bankruptcy Tech Toolbox: Automate Your Firm
Transform your practice using the latest tech tools and apps for lawyers. Marketing, social media, and back-end firm automation like you’ve never seen it before. Join this session to land a star on the walk of fame.



Speakers
avatar for Janine R. Sickmeyer

Janine R. Sickmeyer

Founder & Managing Director of NextChapter, NextChapter
Paralegal turned tech entrepreneur, Janine Sickmeyer founded and built legal startup NextChapter, serving as CEO and Founder for 6 years until it was acquired in September 2019 by Fastcase. In that time, she grew NextChapter's product and user-base to 5,000+ attorneys in all 94 U.S... Read More →


Thursday April 30, 2020 4:10pm - 5:00pm PDT
Studio A-B

5:10pm PDT

How To Double Your Revenues Even In A Down Market: Fix Your Lead Conversion Rate Fast And Fix Your Cash Flow
Marketing costs money! Lots of money! You're spending more money this year to get more leads. You see bigger competitors capturing more and more of the market. However, the success or failure of your bankruptcy firm this year will not be determined by the number of leads you get or the quality of those leads. It will be determined by your ability to convert those leads into paying clients. Over the last 20 years, we have trained over 20,000 attorneys, including thousands of NACBA members, and helped them double and even triple their lead conversion rate—in 90 days or less. This means they sign up twice as many clients as their competitors with the same number of leads! In this fast-paced session you will discover:
  • The 5 stages of lead conversion
  • Major metrics you must measure to succeed
  • Best practices in your initial consultation
  • Major mistakes to avoid
  • How to overcome price objections
  • Who should follow up with your leads and when
  • Two proven steps to immediately increase your conversion rate




Speakers
avatar for Stephen Fairley

Stephen Fairley

The Rainmaker Institute
Two-time international best-selling author, Stephen Fairley is the Founder and CEO of The Rainmaker Institute, the nation’s largest law firm marketing company specializing in marketing and lead conversion for small to medium law firms. Over 20,000 attorneys nationwide have benefited... Read More →


Thursday April 30, 2020 5:10pm - 6:00pm PDT
Studio A-B

6:10pm PDT

The 7-Figure Tax Resolution Practice Blueprint
Michael Rozbruch, also known as the “Roz Man”, is a nationally recognized speaker, entrepreneur, CPA and Certified Tax Resolution Specialist that started a tax resolution business on his dining room table and grew it to a $23 million a year practice. Michael is the founder of Roz Strategies®️ and Michaels Rozbruch’s Tax & Business Solutions Academy®️, an online coaching and training company that instills confidence in a community of Attorneys and CPAs to start, grow and manage highly profitable IRS Representation practices.

With over 22,000,000 taxpayers already in the IRS’s crosshairs, there is way more demand than there are practitioners servicing this ultra-hot, fast growing client base. Join Michael for a very unique 90-minute program on how to get into this highly lucrative field. Michael will show you where to find and how to attract clients, how to get retained, how to price your cases, how to get paid and get training. Michael will also present an opportunity to utilize his popular Tax Resolution Domination System and Toolkit®️ to help you get started. Don’t get left out from hearing from the Roz Man and making 2020 your breakthrough year by adding $100,000+ to your net income.

Exhibitors
avatar for Roz Marketing Group

Roz Marketing Group

Michael Rozbruch, CPA, founder of Roz Strategies and Michael Rozbruch’s Tax and Business Solutions Academy, is known as the “Tax Resolution Guy”. He has a proven “in-the ‘trenches” track record as evidenced by accumulating 168 month over month revenue growth culminating... Read More →


Thursday April 30, 2020 6:10pm - 7:00pm PDT
Studio A-B
 
Friday, May 1
 

7:30am PDT

7:30am PDT

8:30am PDT

Opening Remarks
Friday May 1, 2020 8:30am - 8:45am PDT
The Dolby Ballroom 4-6

8:45am PDT

10:00am PDT

Break
Friday May 1, 2020 10:00am - 10:30am PDT
The Dolby Ballroom 1-3 & Terrace

10:30am PDT

Plenary: Legislative Update
Speakers
avatar for Ed Boltz

Ed Boltz

Partner, Law Offices of John T. Orcutt PC
Mr. Boltz received his B.A. from Washington University in St. Louis in 1993 and his J.D. from George Washington University in 1996. He is a member of the North Carolina State Bar, where he has been certified as a specialist in consumer bankruptcy law. He is admitted to practice before... Read More →
avatar for Krista D’Amelio

Krista D’Amelio

Director of Government Affairs, NACBA
Krista D’Amelio joined NACBA in April 2017 as Director of Government Affairs and Communications. D’Amelio’s work will focus on strengthening relationships and increasing advocacy reach with elected officials and government agencies to enhance their understanding and support... Read More →
avatar for Ike Shulman

Ike Shulman

Shulman Law Offices
Ike Shulman received his undergraduate degree from the University of Wisconsin – Madison, and he received his J.D. from Santa Clara University School of Law. Mr. Shulman has practiced bankruptcy law in San Jose, California, since 1986. His practice has been devoted almost entirely... Read More →
avatar for Jonathan Yarowsky

Jonathan Yarowsky

Co-Chair, Public Policy and Legislative Affairs Practice, Wilmer Hale
Jonathan Yarowsky provides strategic counsel and multi-branch advocacy to clients in an array of areas including antitrust, telecommunications policy, intellectual property, and administrative practice and procedure. Mr. Yarowsky also maintains a robust practice in congressional investigations... Read More →


Friday May 1, 2020 10:30am - 11:15am PDT
The Dolby Ballroom 4-6

10:30am PDT

Upscaling Your Law Firm: How to Build a Multi-Million Dollar Lifestyle Law Firm
Over the last 20 years, The Rainmaker Institute has trained and mentored over 20,000 attorneys and is responsible for creating more 7-figure law firms than anyone else in the nation. Join us and discover real case studies from the trenches about how attorneys have gone from working themselves to death and struggling to make a living to tripling their take home pay while working only 2-3 days per week. Is this a myth? No. It's based on applying proven business growth principles and practical strategies for boosting sales and marketing results and learning how to build a solid business versus just creating a job. Attendees will learn:
  • The 4 stages of law firm growth
  • Exactly what you need to do to go from startup to $1M/year
  • Specific steps you must take to break the elusive 7-figure barrier
  • How to scale your bankruptcy firm to over $5M a year
  • The 6 areas you must upgrade to scale your business and work less
  • How to move from being a business operator to a true business owner

Speakers
avatar for Stephen Fairley

Stephen Fairley

The Rainmaker Institute
Two-time international best-selling author, Stephen Fairley is the Founder and CEO of The Rainmaker Institute, the nation’s largest law firm marketing company specializing in marketing and lead conversion for small to medium law firms. Over 20,000 attorneys nationwide have benefited... Read More →


Friday May 1, 2020 10:30am - 11:15am PDT
Studio A-B

11:15am PDT

Plenary: Case Law Update & NCBRC Appeals
Speakers
avatar for Henry Sommer

Henry Sommer

Henry J. Sommer has litigated many major cases involving bankruptcy, consumer law, civil rights and other issues. Previously, he was the head of the Consumer Law Project at Community Legal Services in Philadelphia, where he worked for over 21 years and Supervising Attorney at the... Read More →
avatar for Tara Twomey

Tara Twomey

NACBA Amicus Project Director


Friday May 1, 2020 11:15am - 12:30pm PDT
The Dolby Ballroom 4-6

12:30pm PDT

2:30pm PDT

Circuit Meeting 10TH
Circuit Meetings are an interactive roundtable discussion for each Federal Circuit.  Discussions will cover recent circuit opinions, bankruptcy trends, and practice strategies. Join your circuit, share your experiences, and network.

Speakers
avatar for Jill Michaux

Jill Michaux

Managing Partner, Neis & Michaux P.A.
Jill A Michaux is the managing partner of Neis & Michaux, P.A., in Topeka, KS. She specializes in representing consumer debtors and small proprietors in chapter 7 and 13 bankruptcy. Her primary focus is chapter 13 bankruptcy. She has been board certified in consumer bankruptcy law... Read More →


Friday May 1, 2020 2:30pm - 4:00pm PDT
TBD

2:30pm PDT

Circuit Meeting 11TH
Circuit Meetings are an interactive roundtable discussion for each Federal Circuit.  Discussions will cover recent circuit opinions, bankruptcy trends, and practice strategies. Join your circuit, share your experiences, and network.

Speakers
avatar for Alex Dolhancyk

Alex Dolhancyk

Attorney, Dolhanck Law
With over 27 years of experience, attorney Alex Dolhancyk offers valuable insight into consumer bankruptcy cases. He is the past Georgia state chair for the National Association of Consumer Bankruptcy Attorneys (NACBA); is Board Certified in Consumer Bankruptcy Law by the American... Read More →


Friday May 1, 2020 2:30pm - 4:00pm PDT
TBD

2:30pm PDT

Circuit Meeting 1ST & 2ND
Circuit Meetings are an interactive roundtable discussion for each Federal Circuit.  Discussions will cover recent circuit opinions, bankruptcy trends, and practice strategies. Join your circuit, share your experiences, and network.

Speakers
avatar for Gene Melchionne

Gene Melchionne

Member Board of Directors
Gene Melchionne is a native of Waterbury, Connecticut and currently resides and practices there.  He is an avid boater, amateur musician, and MacUser, spending every weekend on his boat with his guitar and iPad. He is a member of the Board of Directors for National Association of... Read More →
avatar for Jim Molleur

Jim Molleur

Partner, James F. Molleur LLC
James F. Molleur practices law in Saco, Maine, and is the managing member of Molleur Law Office.  He concentrates his practice in bankruptcy primarily representing debtors, particularly consumer and small business debtors.  Jim received his B.A. degree in economics, magna cum laude... Read More →


Friday May 1, 2020 2:30pm - 4:00pm PDT
TBD

2:30pm PDT

Circuit Meeting 3RD
Circuit Meetings are an interactive roundtable discussion for each Federal Circuit.  Discussions will cover recent circuit opinions, bankruptcy trends, and practice strategies. Join your circuit, share your experiences, and network.

Speakers
avatar for Kara Gendron

Kara Gendron

Owner, Mott & Gendron Law
Kara Gendron has been practicing bankruptcy law exclusively since 2001. She lives in Central Pennsylvania with her husband, four children, and assorted pets, including dogs, goats, and chickens. Kara is co-owner of Mott & Gendron Law, which is the only mother and daughter lawyer... Read More →


Friday May 1, 2020 2:30pm - 4:00pm PDT
TBD

2:30pm PDT

Circuit Meeting 4TH & DC
Circuit Meetings are an interactive roundtable discussion for each Federal Circuit.  Discussions will cover recent circuit opinions, bankruptcy trends, and practice strategies. Join your circuit, share your experiences, and network.

Speakers
avatar for Richard Cook

Richard Cook

Owner, Richard P. Cook, PLLC


Friday May 1, 2020 2:30pm - 4:00pm PDT
TBD

2:30pm PDT

Circuit Meeting 5TH
Circuit Meetings are an interactive roundtable discussion for each Federal Circuit.  Discussions will cover recent circuit opinions, bankruptcy trends, and practice strategies. Join your circuit, share your experiences, and network.

Speakers

Friday May 1, 2020 2:30pm - 4:00pm PDT
TBD

2:30pm PDT

Circuit Meeting 6TH
Circuit Meetings are an interactive roundtable discussion for each Federal Circuit.  Discussions will cover recent circuit opinions, bankruptcy trends, and practice strategies. Join your circuit, share your experiences, and network.

Speakers
avatar for Brian Flick

Brian Flick

Partner; Managing Attorney, Bankruptcy Practice and Consumer Litigation Practice, DannLaw


Friday May 1, 2020 2:30pm - 4:00pm PDT
TBD

2:30pm PDT

Circuit Meeting 7TH
Circuit Meetings are an interactive roundtable discussion for each Federal Circuit.  Discussions will cover recent circuit opinions, bankruptcy trends, and practice strategies. Join your circuit, share your experiences, and network.

Speakers
avatar for David Yen

David Yen

pro bono counsel, Legal Aid Chicago
David Yen recently retired from a 40 year career as a legal aid attorney, representing clients in civil cases, first as a generalist, and then for the last 20 years he specialized in the rights of consumers, especially in bankruptcy matters.  In May 2010 he received the Seventh Circuit... Read More →


Friday May 1, 2020 2:30pm - 4:00pm PDT
TBD

2:30pm PDT

Circuit Meeting 8TH
Circuit Meetings are an interactive roundtable discussion for each Federal Circuit.  Discussions will cover recent circuit opinions, bankruptcy trends, and practice strategies. Join your circuit, share your experiences, and network.

Speakers
avatar for Nicole Anderson

Nicole Anderson

Owner, Anderson & Associates, LLC


Friday May 1, 2020 2:30pm - 4:00pm PDT
TBD

2:30pm PDT

Circuit Meeting 9TH
Circuit Meetings are an interactive roundtable discussion for each Federal Circuit.  Discussions will cover recent circuit opinions, bankruptcy trends, and practice strategies. Join your circuit, share your experiences, and network.

Speakers
avatar for Stanley Zlotoff

Stanley Zlotoff

Stanley Zlotoff Attorney-at-Law


Friday May 1, 2020 2:30pm - 4:00pm PDT
TBD

6:30pm PDT

Universal Reception
NACBA has arranged for Convention attendees to enjoy a private tour of Universal Studios! Explore the largest and busiest motion picture and TV studio in the world. More movies and television shows have filmed on this lot than any other lot in the world. You will Encounter the smoldering wreckage of the Boeing 747 from Steven Spielberg’s War of the Worlds, Come face to face with King Kong 360 3-D created by Peter Jackson. It’s the world’s largest, most intense 3-D experience.

After getting a behind the scenes look at how your favorite movies and tv shows are made, you are invited to spend some time in the hometown of America’s favorite animated family – The Simpson’s. Springfield will host NACBA’s private reception for the evening.

Cost of admission is only $125 per person and includes:

Admission to Universal Studios Hollywood. Send your guest(s) to enjoy the park during the day while you’re getting your CLE! You’ll be able to enjoy the park until they close at 7:00 p.m. Then NACBA’s party begins!
7:00 to 8:00 p.m. Private NACBA only Studio Tour
8:00 p.m. to 11:00 p.m. unlimited dining at Themed Restaurants in Springfield
Open Bar (Beer & Wine)
Access to the Simpson’s Ride
Unlimited Carnival Play
Click here to register for the Convention and to purchase your Universal Reception tickets!

If you have already registered for the convention but would like to purchase tickets, just give us a call at 800.499.9040 and we will be happy to help.

Friday May 1, 2020 6:30pm - 11:00pm PDT
Universal Studios Hollywood 100 Universal City Plaza, Universal City, CA 91608
 
Saturday, May 2
 

7:30am PDT

Breakfast
Saturday May 2, 2020 7:30am - 8:30am PDT
The Dolby Ballroom 1-3 & Terrace

8:30am PDT

Plenary: Views from the Bench
Speakers
avatar for Hon. Maureen A. Tighe

Hon. Maureen A. Tighe

U.S Bankruptcy Judge, U.S. Bankruptcy Court
avatar for Hon. Scott Clarkson

Hon. Scott Clarkson

Scott C. Clarkson was appointed to the United States Bankruptcy Court for the Central District of California on January 20, 2011. Judge Clarkson sits in the Santa Ana Division of the Central District of California and hears Chapter 7 and 11 cases filed in both Riverside and Santa... Read More →
avatar for Hon. Deborah Saltzman

Hon. Deborah Saltzman

Judge Saltzman was sworn in as a judge of the United States Bankruptcy Court for Central District of California on March 18, 2010. Prior to her appointment to the bench, Judge Saltzman practiced bankruptcy law for 12 years, most recently with DLA Piper LLP (US) in Los Angeles. While... Read More →
avatar for Hon. Daniel P. Collins

Hon. Daniel P. Collins

DANIEL P. COLLINS was appointed a Judge of the U.S. Bankruptcy Court for the District of Arizona, effective as of January 18, 2013. He served as the Chief Bankruptcy Judge for the District of Arizona from March 2014 to March 2018. Immediately prior to taking the bench, he was a shareholder... Read More →
avatar for Hon. Shelley D. Rucker

Hon. Shelley D. Rucker

Shelley D. Rucker has served as a United States Bankruptcy Judge for the Eastern District of Tennessee since 2010. Judge Rucker practiced bankruptcy law with the firm of Miller & Martin PLLC for twenty- seven years prior to taking the bench. She previously served as chairperson of... Read More →
avatar for Hon. Margaret Mann

Hon. Margaret Mann

Chief Bankruptcy Judge, United States Bankruptcy Court
Bankruptcy Judge Margaret M. Mann was appointed a U.S. bankruptcy judge for the Southern District of California on April 2, 2010 and was recently appointed Chief Judge on October 1, 2019.  Judge Mann is a fellow with the American College of Bankruptcy and a founding member of the... Read More →


Saturday May 2, 2020 8:30am - 9:45am PDT
The Dolby Ballroom 4-6

9:45am PDT

Plenary Ethics: Implicit Bias, and the Science of Decision-making
So much of the practice of law involves decision-making, and convincing others to make better decisions based upon fact, rather than emotion.  This course is intended to show the attendees how we sometimes involuntarily make decisions without considering effects, and present strategies to attendees them to recognize and prevent bias, as well how to effectively communicate with persons whose bias affects others.


Speakers
avatar for Claude Ducloux

Claude Ducloux

Director of LawPay Education, Ethics and Compliance
Claude E. Ducloux is an Attorney licensed in Texas, Colorado and California who speaks regularly on Legal Ethics, Law Office Management, and Trial-Related topics.  In 2011, he won the highest statewide award from the State Bar of Texas for lifetime contribution to CLE, and has been... Read More →


Saturday May 2, 2020 9:45am - 11:00am PDT
The Dolby Ballroom 4-6

11:00am PDT

Break
Saturday May 2, 2020 11:00am - 11:30am PDT
The Dolby Ballroom 1-3 & Terrace

11:30am PDT

The Expanding Use of Local Rules, Forms, and Standing Orders
The negative and positive effects of the ever expanding Local Rules/Forms and Judge’s Rules. Have we allowed forms and rules to take eclipse the Code?

Speakers
avatar for Tara Twomey

Tara Twomey

NACBA Amicus Project Director
avatar for Jenny Doling

Jenny Doling

Attorney - Certified Bankruptcy Specialist, J. DOLING LAW, PC
Jenny is a staunch Bankruptcy and Consumer Rights Attorney. She is a Certified Bankruptcy Specialist and she serves on NACBA’s Board of Directors. She was honored in 2013 with NACBA’s Distinguished Service award. In 2016, she received the Hammes-Shulman Legislative Advocacy Award... Read More →
avatar for Hon. Daniel P. Collins

Hon. Daniel P. Collins

DANIEL P. COLLINS was appointed a Judge of the U.S. Bankruptcy Court for the District of Arizona, effective as of January 18, 2013. He served as the Chief Bankruptcy Judge for the District of Arizona from March 2014 to March 2018. Immediately prior to taking the bench, he was a shareholder... Read More →
avatar for Hon. Maureen A. Tighe

Hon. Maureen A. Tighe

U.S Bankruptcy Judge, U.S. Bankruptcy Court


Saturday May 2, 2020 11:30am - 12:40pm PDT
Studio C

11:30am PDT

Ethics: Death and Bankruptcy: Planning for the Unplanned
When the Attorney/Trustee/Client Dies or Becomes Incapacitated: How to develop a plan that complies w/State Bar Rules, UST, duties, etc. in the event you become duties, etc. in the event you become practice (temp or perm). When your client Dies or Becomes Incapacitated. Rule 1016 Motions to Continue Administration.

Speakers
avatar for Hon. Deborah Saltzman

Hon. Deborah Saltzman

Judge Saltzman was sworn in as a judge of the United States Bankruptcy Court for Central District of California on March 18, 2010. Prior to her appointment to the bench, Judge Saltzman practiced bankruptcy law for 12 years, most recently with DLA Piper LLP (US) in Los Angeles. While... Read More →
avatar for Richard Nemeth

Richard Nemeth

Managing member, Nemeth & Associates, LLC
Mr. Nemeth has been representing consumers and small businesses in bankruptcy proceedings in Northern Ohio and elsewhere for over 30 years.  In April, 2013 Mr. Nemeth was the first recipient of the NACBA Hammes-Shulman Award for his significant achievements in legislative advocacy... Read More →
avatar for John C. Colwell

John C. Colwell

NACBA President, San Diego, CA
Mr. Colwell received his B.A. Degree in Philosophy from Ripon College in Ripon, WI in 1977; and his J. D. degree from California Western School of Law in San Diego, CA in 1984. He is a member of the State Bar of California (1985) and is admitted to practice before the U.S. District... Read More →


Saturday May 2, 2020 11:30am - 12:40pm PDT
The Dolby Ballroom 4-6

11:30am PDT

Chapter 13 - A Better Approach to Attorney Fees & Getting Paid
What’s the real difference in evaluating Chapter 7 Estate Attorney Fees v. Chapter 13 Attorney Fees v. Chapter 11 Attorney Fees.

Speakers
avatar for Amrane Cohen

Amrane Cohen

Amrane Cohen, Chapter 13 Trustee Amrane Cohen was appointed trustee for the San Bernardino (now Riverside) Division of the Central District of California in October 1993 and subsequently administered the combined caseload in San Bernardino and Santa Ana. Riverside cases were split... Read More →
avatar for Ed Boltz

Ed Boltz

Partner, Law Offices of John T. Orcutt PC
Mr. Boltz received his B.A. from Washington University in St. Louis in 1993 and his J.D. from George Washington University in 1996. He is a member of the North Carolina State Bar, where he has been certified as a specialist in consumer bankruptcy law. He is admitted to practice before... Read More →
avatar for Chris Bush

Chris Bush

Chris Bush graduated from UC Santa Cruz in 1993 and was a professional photographer, market research analyst, and computer programmer before being awarded a Kennedy Scholarship to attend California Western School of Law, where he earned his J.D. in 2005. He recently opened his own... Read More →


Saturday May 2, 2020 11:30am - 12:40pm PDT
Studio D-E

11:30am PDT

Tax - Basics
The Latest in Discharging Taxes

Speakers
JT

Jolene Tanner

Assistant United States Attorney, U.S. Attorney's Office
Jolene Tanner is an Assistant United States Attorney at the U.S. Attorney’s Office, Tax Division, in Los Angeles California, where she handles tax litigation in the Central District of California, including bankruptcy tax litigation. The Central District of California consists of... Read More →
avatar for Kent Anderson

Kent Anderson

Kent Anderson Law Office
Kent Anderson established his private practice in 1978. He has extensive experience in resolving Oregon State and Federal tax disputes, including tax-driven bankruptcy, offers in compromise, installment payment agreements, and administrative appeals. Kent is admitted to practice before... Read More →


Saturday May 2, 2020 11:30am - 12:40pm PDT
Studio A-B

12:00pm PDT

Fireside Chat: Online Reputation Management
Speakers
avatar for Adriana Linares

Adriana Linares

Legal Tech Consultant, LawTech Partners
Adriana Linares is a law practice consultant and legal technology trainer with her company, LawTech Partners. The firm's services include consulting and training for law firms, legal departments, legal aid groups and legal technology startups.Having spent her initial career-years... Read More →
avatar for Gene Melchionne

Gene Melchionne

Member Board of Directors
Gene Melchionne is a native of Waterbury, Connecticut and currently resides and practices there.  He is an avid boater, amateur musician, and MacUser, spending every weekend on his boat with his guitar and iPad. He is a member of the Board of Directors for National Association of... Read More →


Saturday May 2, 2020 12:00pm - 12:30pm PDT
The Dolby Ballroom 1-3

12:45pm PDT

Lunch
Saturday May 2, 2020 12:45pm - 1:45pm PDT
The Dolby Ballroom 1-3 & Terrace

1:45pm PDT

Tax Resolution and Bankruptcy: Part 1
Adding Tax Resolution to Your Practice: OIC, Installment Agreements, Negotiations, Tax Appeals, Tax Court

Speakers
avatar for Alyssa Whatley

Alyssa Whatley

Attorney, Law Offices of Alyssa Maloof Whatley LLC
avatar for Lisa Nelson

Lisa Nelson

Lisa O. Nelson joined the Law Offices of A. Lavar Taylor in 2013 and becoming the firm’s first partner in 2016.  Lisa is a Certified Tax Law Specialist in California and has devoted her practice to advocating for her clients in tax controversy matters.Lisa specializes in handling... Read More →


Saturday May 2, 2020 1:45pm - 3:00pm PDT
Studio C

1:45pm PDT

Law & Tech
Technology Tips & Tricks for Lawyers and Everything you need to be more efficient, organized, and profitable. Video conferencing, Podcasts, and more.

Speakers
avatar for Gene Melchionne

Gene Melchionne

Member Board of Directors
Gene Melchionne is a native of Waterbury, Connecticut and currently resides and practices there.  He is an avid boater, amateur musician, and MacUser, spending every weekend on his boat with his guitar and iPad. He is a member of the Board of Directors for National Association of... Read More →
avatar for John C. Colwell

John C. Colwell

NACBA President, San Diego, CA
Mr. Colwell received his B.A. Degree in Philosophy from Ripon College in Ripon, WI in 1977; and his J. D. degree from California Western School of Law in San Diego, CA in 1984. He is a member of the State Bar of California (1985) and is admitted to practice before the U.S. District... Read More →
avatar for Adriana Linares

Adriana Linares

Legal Tech Consultant, LawTech Partners
Adriana Linares is a law practice consultant and legal technology trainer with her company, LawTech Partners. The firm's services include consulting and training for law firms, legal departments, legal aid groups and legal technology startups.Having spent her initial career-years... Read More →


Saturday May 2, 2020 1:45pm - 3:00pm PDT
The Dolby Ballroom 4-6

1:45pm PDT

Issue Preclusion is Expanding its Net!
Issue Preclusion is Expanding its Net! What you need to know re: Issue Preclusion and Claims

Speakers
avatar for Laura Taylor

Laura Taylor

Judge Taylor has served as a United States Bankruptcy Judge for the Southern District of California since January 2008.  She ended a seven year term as Chief Judge in October of 2019.In January 2013, Judge Taylor was appointed to a seven year term on the Ninth Circuit Bankruptcy... Read More →
avatar for M. Jonathan Hayes

M. Jonathan Hayes

Partner, Resnik Hayes Moradi LLP
40 years of bankruptcy practice in Southern California. I love learning and teaching - and hockey.


Saturday May 2, 2020 1:45pm - 3:00pm PDT
Studio D-E

1:45pm PDT

Top 20 Cases
Top 20 Cases Every Bankruptcy Lawyer Should Know and Some Obscure Cases That are Still Good Law

Speakers
avatar for Henry Sommer

Henry Sommer

Henry J. Sommer has litigated many major cases involving bankruptcy, consumer law, civil rights and other issues. Previously, he was the head of the Consumer Law Project at Community Legal Services in Philadelphia, where he worked for over 21 years and Supervising Attorney at the... Read More →
avatar for Jim Haller

Jim Haller

Director of Education - NACBA, Haller Law
Jim has been practicing law since 1993 primarily in the field of bankruptcy and consumer law. His office is in Lincolnshire, Illinois.  He has served on NACBA’s Board for many years and in 2017 served as President.  He currently is Director of Education for NACBA. He has spoken... Read More →


Saturday May 2, 2020 1:45pm - 3:00pm PDT
Studio A-B

3:00pm PDT

Break
Saturday May 2, 2020 3:00pm - 3:15pm PDT
The Dolby Ballroom 1-3 & Terrace

3:15pm PDT

Tax Resolution and Bankruptcy: Part 2
Adding Tax Resolution to Your Practice: OIC, Installment Agreements, Negotiations, Tax Appeals, Tax Court

Speakers
avatar for Alyssa Whatley

Alyssa Whatley

Attorney, Law Offices of Alyssa Maloof Whatley LLC
avatar for Lisa Nelson

Lisa Nelson

Lisa O. Nelson joined the Law Offices of A. Lavar Taylor in 2013 and becoming the firm’s first partner in 2016.  Lisa is a Certified Tax Law Specialist in California and has devoted her practice to advocating for her clients in tax controversy matters.Lisa specializes in handling... Read More →


Saturday May 2, 2020 3:15pm - 4:30pm PDT
Studio C

3:15pm PDT

Fee Shifting
Fee Shifting Statutes: What Fee Shifting Provisions Allow You to get paid for your work? 

Speakers
avatar for Karen Kellet

Karen Kellet

Ms. Kellett started her career with at Thompson & Knight representing, among others, NYSE clients in commercial bankruptcy and insolvency proceedings and litigation, including representing Southmark Corporation and Amdura Corporation in their Chapter 11 bankruptcies.  In 1994, Ms... Read More →
avatar for John Rao

John Rao

Attorney, National Consumer Law Center, Inc.
John RaoNational Consumer Law Center, Inc.AttorneyBoston MA 02110-1245John Rao is an attorney with the National Consumer Law Center, Inc. Mr. Rao focuses on consumer credit and bankruptcy issues and has served as a panelist and instructor at numerous bankruptcy and consumer law trainings... Read More →
avatar for Ed Boltz

Ed Boltz

Partner, Law Offices of John T. Orcutt PC
Mr. Boltz received his B.A. from Washington University in St. Louis in 1993 and his J.D. from George Washington University in 1996. He is a member of the North Carolina State Bar, where he has been certified as a specialist in consumer bankruptcy law. He is admitted to practice before... Read More →


Saturday May 2, 2020 3:15pm - 4:30pm PDT
The Dolby Ballroom 4-6

3:15pm PDT

Chapter 13 Plans
Chapter 13 Plans – Calculating your plan, applying interest when appropriate, proposing the best terms, non-standard provisions, and confirmation.

Speakers
avatar for Jen Grondahl Lee

Jen Grondahl Lee

Jen Lee Law, Inc.
avatar for Carey Ebert

Carey Ebert

Chapter 13 Trustee, Office of the Standing Chapter 13 Trustee
Ft. Worth Bankruptcy Lawyer Carey Ebert has a passionate belief in the rights of individuals with financial problems, and has built her career around her commitment to preserve the right of individuals to get a fresh financial start. Carey attended Newcomb College at Tulane University... Read More →


Saturday May 2, 2020 3:15pm - 4:30pm PDT
Studio D-E

3:15pm PDT

Adversary Proceedings | Litigation of Stay and Discharge Violations | Strategies for Attorney Fees and Damages
Contested Matters, Litigation, & Discovery. How to defend against actions by trustees.

Speakers
avatar for Christina Henry

Christina Henry

Lawyer, Henry & DeGraaff, PS
Christina Henry is a staunch advocate for clients against predatory lenders and unfair debt collection practices, and takes legal action when violations of the Fair Debt Collection Practices Act have occurred. Christina has taken a leading role in consumer litigation in Seattle and... Read More →
CB

Christopher Burke

attorney, Law Office of Christopher P. Burke
Christopher has practiced consumer bankruptcy for about 30 years. He has been involved in more than 100 bankruptcy appeals and 50 published decisions. Christopher is licensed to practice in four states and has LLM in tax. 


Saturday May 2, 2020 3:15pm - 4:30pm PDT
Studio A-B
 
Sunday, May 3
 

8:00am PDT

Breakfast
Sunday May 3, 2020 8:00am - 9:00am PDT
The Dolby Ballroom 1-3 & Terrace

8:00am PDT

Convention CLE Submission
Be sure to turn in those CLE forms to the NACBA Registration desk before you leave!

Sunday May 3, 2020 8:00am - 12:15pm PDT
Registration Desk Mezzanine Level

9:00am PDT

Chapter 12: Finding Your Chapter 12 with Hemp
Speakers
avatar for Peter Orville

Peter Orville

Partner, Orville & McDonald Law, PC
Peter Orville has been representing consumers needing to file bankruptcy since 1989.  His practice area includes the Utica and Syracuse Divisions of the NDNY Bankruptcy Court.  Along with his partner Zachary McDonald, he operates Orville & McDonald Law, PC in Binghamton, NY.   Peter... Read More →


Sunday May 3, 2020 9:00am - 10:15am PDT
The Dolby Ballroom 4-6

9:00am PDT

Student Loans
New Strategies for Student Loans in Chapter 13.

Speakers
avatar for Hon. Margaret Mann

Hon. Margaret Mann

Chief Bankruptcy Judge, United States Bankruptcy Court
Bankruptcy Judge Margaret M. Mann was appointed a U.S. bankruptcy judge for the Southern District of California on April 2, 2010 and was recently appointed Chief Judge on October 1, 2019.  Judge Mann is a fellow with the American College of Bankruptcy and a founding member of the... Read More →
avatar for John Rao

John Rao

Attorney, National Consumer Law Center, Inc.
John RaoNational Consumer Law Center, Inc.AttorneyBoston MA 02110-1245John Rao is an attorney with the National Consumer Law Center, Inc. Mr. Rao focuses on consumer credit and bankruptcy issues and has served as a panelist and instructor at numerous bankruptcy and consumer law trainings... Read More →
avatar for Ed Boltz

Ed Boltz

Partner, Law Offices of John T. Orcutt PC
Mr. Boltz received his B.A. from Washington University in St. Louis in 1993 and his J.D. from George Washington University in 1996. He is a member of the North Carolina State Bar, where he has been certified as a specialist in consumer bankruptcy law. He is admitted to practice before... Read More →
avatar for Joshua Cohen

Joshua Cohen

The Student Loan Lawyer
Josh is THE Student Loan Lawyer, practicing in Vermont and Connecticut. He has counseled student loan borrowers nationwide on federal student loan resolution matters, and regularly consults with consumer protection attorneys on strategies and techniques to help them better serve their... Read More →


Sunday May 3, 2020 9:00am - 10:15am PDT
Studio D-E

9:00am PDT

Corporate Chapter 7’s
Corporate Chapter 7’s: The benefits and pitfalls of filing a Corporate Chapter 7

Speakers
WE

William E Brewer

William E. Brewer Attorney-at-Law
avatar for Hon. Daniel P. Collins

Hon. Daniel P. Collins

DANIEL P. COLLINS was appointed a Judge of the U.S. Bankruptcy Court for the District of Arizona, effective as of January 18, 2013. He served as the Chief Bankruptcy Judge for the District of Arizona from March 2014 to March 2018. Immediately prior to taking the bench, he was a shareholder... Read More →


Sunday May 3, 2020 9:00am - 10:15am PDT
Studio A-B

10:30am PDT

Financial Savvy Firm Strategies
Speakers
avatar for Mike Gouveia

Mike Gouveia

Owner, Law Office of Michael G. Gouveia
Michael GouveiaBankruptcy Attorney, Mentor and Coach“BKmike” has taught bankruptcyfundamentals to attorneys and their staffs for over ten years.This is his third year presenting at NACBA.He is also the creator on the popular website “bkmike.com”, for the bankruptcy professional... Read More →
avatar for Jim Haller

Jim Haller

Director of Education - NACBA, Haller Law
Jim has been practicing law since 1993 primarily in the field of bankruptcy and consumer law. His office is in Lincolnshire, Illinois.  He has served on NACBA’s Board for many years and in 2017 served as President.  He currently is Director of Education for NACBA. He has spoken... Read More →


Sunday May 3, 2020 10:30am - 11:45am PDT
Studio C

10:30am PDT

Chapter 13 – End of case issues – 3002.1
Chapter 13 – End of case issues – 3002.1 behind on direct secured payments.

Speakers
avatar for Brian Flick

Brian Flick

Partner; Managing Attorney, Bankruptcy Practice and Consumer Litigation Practice, DannLaw
avatar for Marc Dann

Marc Dann

Partner, Dann Law
Attorney Marc Dann has devoted his entire legal career to fighting for homeowners, consumers and small businesses. After serving in the Ohio Senate, he was elected  Ohio Attorney General in 2006 and quickly became a national leader in the effort to hold banks, predatory lenders... Read More →


Sunday May 3, 2020 10:30am - 11:45am PDT
Studio D-E

10:30am PDT

Life After Discharge
Life After Discharge: How do we continue to help our clients.

Speakers
avatar for Rachel Foley

Rachel Foley

CEO, Foley Law - KC Bankruptcy
Rachel established Foley Law which is also known as KC Bankruptcy. She dedicates over 90% of her time to the practice of consumer bankruptcy law. Her undergraduate training was mainly in the sciences and medicine.However, it was the freedom of debt described in Deuteronomy 15:1-2... Read More →
avatar for David Cox

David Cox

Lawyer, Cox Law Group
David Cox practices bankruptcy law throughout the Western District of Virginia from his offices in Lynchburg, Danville, Harrisonburg, Staunton, and Winchester.  Prior to entering private practice, David served as a judicial law clerk for the late Hon. William E. Anderson.  He is... Read More →


Sunday May 3, 2020 10:30am - 11:45am PDT
Studio A-B