NACBATheLand: Full Schedule

9:00am EDT

Mortgage Litigation: Rock the House

You don’t want to miss this session. Our experts will be discussing how to review mortgage claims, easily calculate escrow shortages and how to use Bankruptcy Rule 3002.1 to your client’s advantage while earning additional attorneys fees for litigating creditor errors and omissions.

The Panel will discuss

How to read a mortgage proof of claim and identify what is important
What’s required under Bankruptcy Rule 3001?
How to spot errors
What to do when you find errors
Introduction to 3002.1 a.
Requirements for lenders
Forms that must be used
Information that must be disclosed
Changes to 3002.1 effective December 1, 2018 2)
Use of 3002.1 in bankruptcy court to challenge fees and payment changes
Example cases and briefs
Results for clients and
Attorneys fees for debtor’s counsel
Use of 3002.1 along with other rules (e.g. Reg X) to bring suits against mortgage companies outside of bankruptcy court.
FDCPA
FCRA
TILA
RESPA
Why you should attend?

You will save time if you learn how to efficiently review mortgage claims and payment change notices. Stand out from your local collegues by being able to spot and litigate errors and earn additional attorneys fees for each case.

Speakers

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 →

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, ratings... Read More →

Brian Flick

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

Attorney Brian Flick, managing partner of the Group's Cincinnati office, is a tireless advocate for consumers in Ohio, Kentucky and across the United States. His practice is focused on bankruptcy, foreclosure defense, appellate litigation and other areas of consumer law. A proud... Read More →

Cristina Rodriguez

Attorney, Keeling Law Firm

Cristina Rodriguez is an associate attorney with the Keeling Law Firm. She has been an active member of Houston’s consumer bankruptcy bar for over 10 years. She primarily represents debtors in Chapter 13 and Chapter 7 bankruptcies. Cristina is a native Spanish speaker and appreciates... Read More →

Thursday May 16, 2019 9:00am - 4:00pm EDT
Center Street Meeting Room B

Mortgage, Additional Fee

9:00am EDT

Student Loans: Nitty Gritty Nuts & Bolts

The panel will provide an update on new decisions regarding bankruptcy discharges, provide forms and materials to help you assist your eligible client in obtaining a bankruptcy discharge, and how to get paid. The panel will discuss the new trend of redefining a “student loan” and narrowly reading Section 524(a)(8) to argue for discharge. We will also discuss non-discharge remedies for your clients through the use of chapter 13 plans to get your client’s current on payments and work out a loan modification. The panel will also discuss the new rules that went into effect on 10/16/18 and how to assist your clients in discharging their student loans outside of bankruptcy. In addition, the panel will discuss how to identify which type of student loan is at issue and the particular non-bankruptcy rules for each.

Why you should attend:

You want to stay on top of the current student loan caselaw and alternative non-discharge methods to assist your clients with their student loans. The panel will provide practical guidance on these subjects along with forms and briefs you can use in your practice.

Speakers

Seth Frotman

Student Borrower Protection Center

Seth Frotman is the nation’s leading expert on the intersection between higher education finance, consumer protection, and public policy. Seth frequently testifies and lectures across the country about the effects of student debt on individuals and communities. Prior to founding... Read More →

Austin Smith

Smith Law Group

Austin Smith is a litigator who focuses on discharging student loans in bankruptcy. Mr. Smith's article, The Misinterpretation of 11 USC 523(a)(8), was foundational in articulating the proper scope and application of the student loan non-dischargeability provision of the Bankruptcy... Read More →

John Rao

Senior Attorney, National Consumer Law Center, Inc.

John RaoNational Consumer Law Center, Inc.AttorneyBoston MA 02110-1245John Rao is a senior attorney with the National Consumer Law Center, Inc. focusing on consumer credit, mortgage servicing, and bankruptcy issues. Mr. Rao has served as a panelist and instructor at numerous bankruptcy... Read More →

Hon. Gene Wedoff (Ret.)

I started representing clients pro bono in bankruptcy appeals when I retired from judging in 2015. About a year ago, I stopped taking on new appeals, but I still have one left. The remaining appeal deals with bankruptcy jurisdiction to determine the amount of a nondischargeable... Read More →

Suzana Koch

Assistant United States Attorney Financial Litigation Unit, Office of the United States Attorney

Suzana K. Koch is an Assistant United States Attorney in the Office of the United StatesAttorney for the Northern District of Ohio. She practices in the Financial Litigation Unit whereshe is responsible for the civil enforcement of criminal monetary penalties, managing a docket ofover... Read More →

Thursday May 16, 2019 9:00am - 4:00pm EDT
Center Street Meeting Room A

Student Loans, Additional Fee

5:00pm EDT

2019 & Beyond: Digital Marketing Concepts and Trends for Law Firms

Get a peek behind the curtain as FindLaw reveals some of the most influential digital marketing trends that will shape legal consumer behavior in 2019 and beyond. Insights and industry data on reputation management, social media promotion, and pay-per-click advertising are just a few of the topics we will cover during this 50 minute session PPC basics and how they can drive your firm’s marketing ROI.

Speakers

Mike Beitcher

FindLaw

Mike Beitcher is a FindLaw Regional Digital Strategist that specializes in all aspects of SEO, PPC, Social Media, and any other strategy attorneys can leverage to grow their practice using the internet. Mike has spoken at CLEs and legal industry events in New York City, Washington... Read More →

Thursday May 16, 2019 5:00pm - 5:50pm EDT
Center Street Meeting Room B

Sponsor Session

5:00pm EDT

Top 10 Mistakes Bankruptcy Lawyers Make That Kill Their Lead Conversion Rate...And How To Fix It Fast

Marketing costs money! You're spending a lot of money to get more leads. 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 18 years, we have trained over 18,000 attorneys to help 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

- How to overcome price objections

- Who should follow up with your leads and when

- Two proven steps to immediately increase your conversion rate

Speakers

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 May 16, 2019 5:00pm - 5:50pm EDT
Center Street Meeting Room A

Sponsor Session, Marketing

5:00pm EDT

NACBA Convention Attendee & Guest Welcome Reception

Thursday May 16, 2019 5:00pm - 8:00pm EDT
Hope Ballroom A-C

Food Beverage Service, Exhibitor Meet & Greet

5:00pm EDT

Professional Head Shots

Need to update your professional head shot? NACBA & Platinum Sponsor Martindale-Avvo has you covered! For no additional fee, you will get your photo taken by a professional photographer and be provided access to download your image!

Thursday May 16, 2019 5:00pm - 8:00pm EDT
Floor 3 - Hope Ballroom Foyer

Welcome NACBA!

6:00pm EDT

Effective Strategies For Adding Tax Resolution to Your Bankruptcy Practice

In this informative session, Michael will share his strategies for effectively adding tax resolution services to your current law practice. Drawing on his years of experience, he will dive into the opportunities that exist in the marketplace, how to seamlessly incorporate this into your current practice, the 5 benefits of adding IRS Representation, and the 5 most common IRS Settlement options. Michael will also present an opportunity to utilize his system and services in order to get started.

Speakers

Michael Rozbruch

Tax and Business Solutions Academy

Meet Michael Rozbruch, CPA, CTRSMichael, a nationally recognized entrepreneur and founder of Michael Rozbruch’ s Tax and Business Solutions Academy™, and Roz Strategies ™ has earned the reputation as the “Tax Resolution Guy”. He built a Tax Resolution Firm from his... Read More →

NACBA Tax Resolution Presentation May 2019 pdf

Thursday May 16, 2019 6:00pm - 6:50pm EDT
Center Street Meeting Room B

Sponsor Session, Tax

6:00pm EDT

Making Client Reviews Work For You: How former clients can help grow your practice

Online reviews have never been more critical in winning new clients. More than 80% of consumers check lawyer reviews as their first step in finding an attorney; two-thirds said positive online reviews influence their decisions. Learn from a panel of review experts and your colleagues on how to use online reviews to differentiate yourself from competitors and grow your practice.

Speakers

Keith Borders

Borders & Geraci, LLC

Antoinette “Toni” Freeburg

Freeburg & Freeburg, LLC

Mark Knevel

Knevel Law Co. LPA

Brian Veeder

Product Manager, Martindale-Hubbell

Martindale NACBA Reviews Presentation docx

Thursday May 16, 2019 6:00pm - 6:50pm EDT
Center Street Meeting Room A

Sponsor Session, Marketing

7:00pm EDT

Financing while in Bankruptcy

•   What is bankruptcy from the perspective of a bank/lender?
•   Key points of credit and financing in a bankruptcy.
•   What does it take to finance a vehicle in bankruptcy (7 or 13)?
•   What are some common myths or misconceptions when it comes to bankruptcy?
•   When should you advise clients to surrender their vehicle?

Speakers

Tom Martin

Tom is one of the founding members of NABS. He’s been in the car business since 1995. Since he started with NABS, he has worked his way up to Operations Manager, allowing his team to strive with success.

Sponsors

National Automotive Brokerage

This no-obligation service is 100% free. All we'd like is for you to refer your clients to us.

NACBA presentation v2 (1) pptx

Thursday May 16, 2019 7:00pm - 7:50pm EDT
Center Street Meeting Room A

Sponsor Session

7:00pm EDT

How You Can Evolve Into a Tech-Savvy Law Firm

In Clio’s recent Legal Trends Report, lawyers only spend an average of 2.4 hours out of an 8-hour day on billable work, with daily administrative tasks and new client development making up the bulk of the remaining 5.6 hours per day. While they are able to piece together processes and systems to keep the firm running, they often lack basic technology to make the operations run smoothly. Many law firms are still using outdated methods like printing all documentation, maintaining physical files on each client, mailing individually prepared invoices, and keeping separate document management systems. How can law firms spend more time practicing the law instead of managing administrative tasks?
Attend our session, as we discuss how you can effectively leverage technology to streamline tasks and optimize your entire business. Learn how you can better manage your firm’s back office operations and gain new visibility into your finances and business performance.

Speakers

T.C. Whittaker

T.C. WhittakerLaw Firm Solutions LeaderPwC New VenturesEmail: thomas.c.whittaker@pwc.comLinkedIn: https://www.linkedin.com/in/tcwhittaker/T.C. is the leader of PwC’s Law Firm Solutions group, responsible for the strategy, operations, sales and marketing of the firm’s latest technology for small and medium-sized law firms. The technology combined with the firm’s financial expertise has helped transform many law firms by optimizing their back office operations and providing them w... Read More →

NACBA How to Evolve Into a Tech Savvy Law Firm FINAL DIST pptx

Thursday May 16, 2019 7:00pm - 7:50pm EDT
Center Street Meeting Room C

Sponsor Session, Tech

7:30am EDT

Breakfast

Start your day off by fueling up with breakfast.

Friday May 17, 2019 7:30am - 8:30am EDT
Hope Ballroom A-C

Food Beverage Service, Exhibitor Meet & Greet

7:30am EDT

Convention Check In | CLE Info

Friday May 17, 2019 7:30am - 4:15pm EDT
Floor 3 - Hope Ballroom Foyer

8:30am EDT

Opening Remarks

Speakers

John C. Colwell

Owner/Attorney - NACBA Board Member, Immediate Past President, Debt Relief Legal Clinic/Law Offices of John C. Colwell, a PLC

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 →

Friday May 17, 2019 8:30am - 8:45am EDT
Hope Ballroom D-E

Welcome NACBA!

8:45am EDT

Keynote Speaker: David Lee Windecher - “Second Chances”

David Windecher is a defense attorney in Atlanta, GA. He is an author, television star from CBS’s “Hunted” and founder of RED, a non-profit dedicated to ending recidivism. He represents clients facing major felony and misdemeanor charges. David will share his life story which he wrote in the book “The American Dream” – the story in which he portrays the difficulty of obtaining the American dream as an impoverished minority.
David grew up in the streets of Miami, and was first arrested at age 11 for shoplifting, stealing out of desperation to feed his family. For the next seven years, David was involved in a criminal lifestyle racked with violence, drugs, and money. He later joined a gang and was arrested over 13 times. Despite a life of crime, deep inside, David dreamed of becoming an attorney and fighting for justice for all. David’s faith in God and Love for his family were the catalyst for turning his life around.

Speakers

David Windecher

David Windecher is a defense attorney in Atlanta, GA. He is an author, television star from CBS’s “Hunted” and founder of RED, a non-profit dedicated to ending recidivism. He represents clients facing major felony and misdemeanor charges. David will share his life story which... Read More →

Friday May 17, 2019 8:45am - 10:00am EDT
Hope Ballroom D-E

Keynote

10:00am EDT

Coffee Break

It's time for a morning re-charge! Come to the exhibit hall and grab a cup of joe and say hi to our sponsors and exhibitors.

Friday May 17, 2019 10:00am - 10:20am EDT
Hope Ballroom A-C

Food Beverage Service, Exhibitor Meet & Greet

10:20am EDT

Legislative Update

The panel will discuss the status of legislation and NACBA initiatives.

Speakers

Ed Boltz

Partner, Law Offices of John T. Orcutt PC

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 →

Krista D'Amelio

Director of Government Affairs & Communications, NACBA

Krista D’Amelio joined NACBA in April 2017 as Director of Government Affairs and Communications. D’Amelio's work focuses on strengthening relationships and increasing advocacy reach with state and federal elected officials, government agencies, and allies to enhance their understanding... Read More →

Ike Shulman

Shulman Law Offices

In 1992, Ike Shulman led the effort to organize the National Association of Consumer Bankruptcy Attorneys ("NACBA") to provide consumer debtors with an effective voice in the legislative process. Mr. Shulman was elected NACBA’s first president, and served in that position through... Read More →

Combined Legislative Update Materials pdf

Student Loan Washington Op Ed pdf

S 1414 pdf

HR 2648 pdf

Friday May 17, 2019 10:20am - 11:00am EDT
Hope Ballroom D-E

Legislative

11:00am EDT

Upscaling Your Law Firm: How to Build a Multi-Million Dollar Lifestyle Law Firm

Over the last 18 years, The Rainmaker Institute has trained and mentored over 18,000 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 principles and practical strategies and learning how to build a 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 $500,000/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

- How to move from being a business operator to a true business owner

Speakers

Stephen Fairley

The Rainmaker Institute

Friday May 17, 2019 11:00am - 12:30pm EDT
Center Street Meeting Room B-C

Law Practice Management

11:00am EDT

Case Law Update & NCBRC Appeals

This panel will discuss recent cases important to bankruptcy practice and appeals involving NACBA’s sister organization, NCBRC (The National Consumer Bankruptcy Rights Center ).

Speakers

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 →

Tara Twomey

National Consumer Bankruptcy Rights Center

She is currently Of Counsel to the National Consumer Law Center and the Executive Director for the National Consumer Bankruptcy Rights Center. Ms. Twomey also serves as the Consumer Claims Trustee in the chapter 11 cases of Ditech Holding Corporation and its affiliates. In 2021, she... Read More →

Case Law Materials ALL ONE FILE pdf

Friday May 17, 2019 11:00am - 12:30pm EDT
Hope Ballroom D-E

NCBRC, Case Law

11:30am EDT

Fireside Chat: Tech Chat

With NACBA President John Colwell and NACBA Secretary Gene Mechione - Tech Chat – adding Twitter Feed to your website (like/retweet NACBA tweets and they will show up on your website), updating NACBA profile, etc.

Speakers

John C. Colwell

Owner/Attorney - NACBA Board Member, Immediate Past President, Debt Relief Legal Clinic/Law Offices of John C. Colwell, a PLC

Gene Melchionne

Vice President NACBA, Attorney at Law

Gene Melchionne is a native of Waterbury, Connecticut, and previously resided and practiced there. He is an avid boater, amateur musician, and MacUser, spending every weekend on his boat with his guitar and iPad. He is Vice President of the National Association of Consumer Bankruptcy... Read More →

Friday May 17, 2019 11:30am - 12:30pm EDT
Center Street Meeting Room A

Fireside Chat, Tech

12:00pm EDT

Professional Head Shots

Friday May 17, 2019 12:00pm - 5:00pm EDT
Floor 3 - Hope Ballroom Foyer

Welcome NACBA!

12:30pm EDT

Keynote Luncheon | Awards | Intro to Key Contacts

Law and Lawyers in Nazi Germany
The eclipsing horror of the genocide committed by Nazi Germany between 1941 and 1945 can blind us to the facts that years of non-genocidal repressions preceded it and that lawyers were integral to the design and maintenance of the system. This talk reviews the roles that lawyers played in the Third Reich and highlights the all-too-ordinary motivations behind the choices attorneys made.

Speakers

Prof. Eric L. Muller

Dan K. Moore Distinguished Professor, UNC School of Law

Eric L. Muller is the Dan K. Moore Distinguished Professor in Jurisprudence and Ethics at the University of North Carolina School of Law. He is the leading national expert on the legal history of the removal and imprisonment of Japanese Americans in the United States during World... Read More →

Friday May 17, 2019 12:30pm - 2:15pm EDT
Superior Ballroom C-D

Keynote

2:30pm EDT

Circuit Meeting 10TH

The Circuit Leader will present important cases from the circuit and moderate a discussion with members.

Speakers

Jill Michaux

Managing Partner, Neis Michaux Bankruptcy Law Office

Jill A Michaux is the managing partner of Neis Michaux Bankruptcy Law Office 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... Read More →

Combined 10th Circuit Meeting Materials pdf

Friday May 17, 2019 2:30pm - 4:00pm EDT
Veteran's B

Circuit Meeting

2:30pm EDT

Circuit Meeting 11TH

The Circuit Leader will present important cases from the circuit and moderate a discussion with members.

Speakers

Nathan Juster

Attorney, Atlanta Legal Aid Society

Nate Juster is a staff attorney in Atlanta Legal Aid Society’s Home Defense Program, where he advocates on behalf of low-income homeowners facing foreclosure. He graduated with honors from Emory Law School and clerked for the Honorable Mary Grace Diehl, U.S. Bankruptcy Court for... Read More →

Combined 11th Circuit Meeting Materials pdf

hill memorandum decision 4 1 19 pdf

Friday May 17, 2019 2:30pm - 4:00pm EDT
Superior Ballroom A

Circuit Meeting

2:30pm EDT

Circuit Meeting 1ST & 2ND

The Circuit Leader will present important cases from the circuit and moderate a discussion with members.

Speakers

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 →

David Shaev

Shaev & Fleischman LLP

David has been a consumer lawyer practicing in SDNY and EDNY for more than 35 years. David has been an active member of NACBA since 2003 and is currently State Chair for SDNY and EDNY as well as 2nd Circuit Leader.

Combined 1st and 2nd Circuit Meeting Materials pdf

Friday May 17, 2019 2:30pm - 4:00pm EDT
Hope Ballroom D

Circuit Meeting

2:30pm EDT

Circuit Meeting 3RD

The Circuit Leader will present important cases from the circuit and moderate a discussion with members.

Speakers

Hon. Trish Mayer

Judge, US Bankruptcy Court, ED Pa

PATRICIA M. MAYER is a United States Bankruptcy Judge for the Eastern District of Pennsylvania sitting in the Reading Division. She was appointed to the bench by the Third Circuit Court of Appeals in October 2019, after 22 years of private practice representing consumers and small... Read More →

Combined 3rd Circuit Meeting Materials pdf

Friday May 17, 2019 2:30pm - 4:00pm EDT
Center Street Meeting Room C

Circuit Meeting

2:30pm EDT

Circuit Meeting 4TH/DC

The Circuit Leader will present important cases from the circuit and moderate a discussion with members.

Speakers

Koury Hicks

Attorney, Law Offices of John T. Orcutt PC

Board Certified Specialist in Consumer Bankruptcy (2014).Co-author of the North Carolina Bankruptcy Practice Manual's Means Testing chapter (2022),National Association of Consumer Bankruptcy Attorneys, 4th Circuit leader, (2017-2019).Member of the North Carolina Bar Association's... Read More →

Combined 4th Circuit Meeting Materials pdf

Friday May 17, 2019 2:30pm - 4:00pm EDT
Center Street Meeting Room A

Circuit Meeting

2:30pm EDT

Circuit Meeting 5TH

The Circuit Leader will present important cases from the circuit and moderate a discussion with members.

Speakers

Tara Twomey

National Consumer Bankruptcy Rights Center

Combined 5th Circuit Meeting Materials pdf

Friday May 17, 2019 2:30pm - 4:00pm EDT
Center Street Meeting Room B

Circuit Meeting

2:30pm EDT

Circuit Meeting 6TH

The Circuit Leader will present important cases from the circuit and moderate a discussion with members.

Speakers

Brian Flick

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

NACBA 2019 05 13 Agenda for Friday pdf

Combined 6th Circuit Meeting Materials pdf

ABI FInal Report pdf

Friday May 17, 2019 2:30pm - 4:00pm EDT
Superior Ballroom B

Circuit Meeting

2:30pm EDT

Circuit Meeting 7TH

The Circuit Leader will present important cases from the circuit and moderate a discussion with members.

Speakers

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 →

Combined 7th Circuit Meeting Materials pdf

Friday May 17, 2019 2:30pm - 4:00pm EDT
Veteran's A

Circuit Meeting

2:30pm EDT

Circuit Meeting 8TH

The Circuit Leader will present important cases from the circuit and moderate a discussion with members.

Speakers

Wendell Sherk

Wendell Sherk, Attorney at Law

Combined 8th Circuit Meeting Materials pdf

Friday May 17, 2019 2:30pm - 4:00pm EDT
Center Street D

Circuit Meeting

2:30pm EDT

Circuit Meeting 9TH

The Circuit Leader will present important cases from the circuit and moderate a discussion with members.

Speakers

Stanley Zlotoff

Stanley Zlotoff Attorney-at-Law

Combined 9th Circuit Meeting Materials pdf

NACBA 2020 Mrdutt plan mod pdf

Sturm v Moyer pdf

NACBA 2020 Rivera dismissal pdf

Friday May 17, 2019 2:30pm - 4:00pm EDT
Hope Ballroom E

Circuit Meeting

7:00pm EDT

Rock 'n' Reception

ROCK ‘N’ RECEPTION: NACBA has the Rock & Roll Hall of Fame reserved exclusively for NACBA convention attendees on the evening of Friday, May 17, 2019.

Join us as we explore all the rock legends while sipping on your favorite drink and munching on delicious hors d’oeuvres. Cost of admission is only $99 per person and includes Admission to the Rock & Roll Hall of Fame, Open Bar & Hors d’oeuvres and Access to the Rock gift shop. No refunds on ticket purchases. If you have already registered for the convention but would like to purchase tickets, just give us a call at 800.499.9040.

Friday May 17, 2019 7:00pm - 11:00pm EDT
Rock & Roll Hall of Fame 1100 Rock & Roll Blvd., 751 Erieside Ave., Cleveland, Ohio 44114-1022

Food Beverage Service, Additional Fee

7:00am EDT

Fastcase Training

Saturday May 18, 2019 7:00am - 8:00am EDT
Center Street Meeting Room A

7:30am EDT

Breakfast

Start your day off by fueling up with breakfast.

Saturday May 18, 2019 7:30am - 8:30am EDT
Hope Ballroom A-C

Food Beverage Service, Exhibitor Meet & Greet

7:30am EDT

Convention Check In | CLE

Be sure to turn in your CLE forms!

Saturday May 18, 2019 7:30am - 6:00pm EDT
Floor 3 - Hope Ballroom Foyer

8:30am EDT

Views from the Bench

The panel of distinguished judges will discuss important cases and practice issues of import from their jurisdictions.

Speakers

Hon. Arthur Harris

Hon. Brian Lynch

Brian Lynch was appointed chief bankruptcy judge for Western Washington on October 1, 2014. He was sworn in as a bankruptcy judge for the Tacoma Division of the court on June 1, 2010. He serves on the Ninth Circuit ADR Committee and the Ad Hoc Chiefs Committee re Shared Services... Read More →

Hon. Jessica E. Price Smith

Judge Jessica Price Smith was appointed to a 14-year term on the United States Bankruptcy Court for the Northern District of Ohio in 2011. A native of Cleveland, Ohio, she is a graduate of Miami University where she was among the first group of students awarded the prestigious Harrison... Read More →

Tara Twomey

National Consumer Bankruptcy Rights Center

Roseberry v. US Trustee pdf

Reichard (AZ) pdf

Romeo (9th BAP 17 1215) pdf

Saturday May 18, 2019 8:30am - 9:45am EDT
Hope Ballroom D-E

9:50am EDT

Keynote Speaker: Dawn Brolin - "Profit First"

Dawn Brolin is a Certified Public Accountant and Managing Member of Powerful Accounting, LLC. Drive profitability in your business and serve their clients in the most impactful way imaginable by putting Profit First. Dedicated to working hand in hand with small business owners, Dawn strives to “leave people better than she found them” through implementing good business processes. Her unconventional speaking strategies captivate and motivate an audience to take the next steps toward their success. She is co-host and founder of “The QB Show” weekly broadcast, has been named one of the “Top 40 under 40” by CPA Technology Magazine and one of the “Top 25 Most Powerful Women in Accounting” three years running. She speaks regularly at national conferences and has been featured on MSNBC “Your Business.”

Speakers

Dawn Brolin

Saturday May 18, 2019 9:50am - 11:00am EDT
Hope Ballroom D-E

Keynote

11:00am EDT

Coffee Break

Saturday May 18, 2019 11:00am - 11:30am EDT
Hope Ballroom A-C

Food Beverage Service

11:30am EDT

I know the 3yr/2yr/240-day Rule – Tell Me What’s Next!

Dealing with taxes can be easy when the debt fits the 3/2/240 rules, but let’s learn what to do with the not so easy tax issues. How do we treat taxes that may be dischargeable, but secured by a lien? How much do we have to pay back in a chapter 13? Do we have to provide for interest? How do we remove tax liens, read tax transcripts, determine dischargeability, OIC’s, and more!

Speakers

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 →

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 →

Alyssa Whatley

Attorney, Law Offices of Alyssa Maloof Whatley LLC

Alyssa is a tax and bankruptcy attorney serving individuals, self-employed individuals, and small to medium-sized businesses seeking federal tax, state tax, and other debt-relief, including bankruptcy analysis. She has significant experience with federal and state tax disputes, audit... Read More →

Combined Tax Materials pdf

Saturday May 18, 2019 11:30am - 12:40pm EDT
Superior Ballroom A

Bankruptcy Nuts & Bolts of 7/13 & Litigation

11:30am EDT

How to be a Class Act Bankruptcy Attorney

Client interviews, the intake process, fee agreements, CYA letters, the Code & Rules, Best practices.

Speakers

Todd Turoci

THE TUROCI FIRM (“the Firm”) is owned and operated by Todd L. Turoci. The Firm limits its practice to the field of bankruptcy, insolvency, workouts and related civil litigation matters. The Firm has offices in the counties of Riverside, Los Angeles, and San Bernardino. The Firm... Read More →

Charles W. Daff

Attorney

CHARLES w. DAFF graduated from California State University, Fullerton in 1974 with a B.A. in Political Science and Western State University School of Law in 1977 with a J.D. He was admitted to the State Bar of California in December 1977, the United States District Court for the Central... Read More →

Mike Gouveia

Owner, Law Office of Michael 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 →

Carol Colliersmith

Attorney, Law Office of Carol Colliersmith

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 →

Combined How to be a Class Act Attorney Materials pdf

Saturday May 18, 2019 11:30am - 12:40pm EDT
Hope Ballroom D

Basics & Beginners

11:30am EDT

The Psychology of Settlement

Designed for lawyers includes psychology and great practical advice on interacting with both clients, opposing counsel and the courts.

Speakers

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 →

Combined Ethics Settlement Materials pdf

Saturday May 18, 2019 11:30am - 12:40pm EDT
Center Street Meeting Rooms B-C

Interesting Developments/Advanced Topics, Ethics

11:30am EDT

Profit First Workshop & Accounting for Lawyers

Profit First – Keynote Workshop, Accounting for Lawyers, Q&A Spinoff From Keynote

Speakers

Dawn Brolin

Saturday May 18, 2019 11:30am - 12:40pm EDT
Hope Ballroom E

Law Practice Management, Profitability

11:45am EDT

Fireside Chat: Discussion with Bankruptcy Judges

The panel of judges will meet to informally discuss issues concerning bankruptcy practice.

Speakers

Tara Twomey

National Consumer Bankruptcy Rights Center

Hon. Brian Lynch

Saturday May 18, 2019 11:45am - 12:40pm EDT
Center Street Meeting Room A

Fireside Chat, Bankruptcy Judges

12:45pm EDT

Keynote Luncheon | Annual Awards | Member Meeting

Over the last five years, Richard Cordray served as the first-ever director of the Consumer Financial Protection Bureau, a position he was appointed to by President Obama, where he led an agency that was launched in the aftermath of the nation’s financial crisis, dedicated to defending families against Wall Street and corporate abuse. Under Cordray’s leadership, the CFPB brought actions against some of the nation’s largest financial institutions – forcing them to pay nearly $12 billion to over 30 million Americans who were cheated or mistreated. Cordray also launched new programs to help Americans and their families reach their own financial goals and plan for retirement.

Speakers

Richard Cordray

Saturday May 18, 2019 12:45pm - 2:30pm EDT
Superior Ballroom C-D

Keynote

2:30pm EDT

Doesn’t that Court Order Mean Something?

Stay violations – Filing the adversary proceeding, Discovery, Elements, Proof, Damages, Attorney Fee awards, settlement agreements, confidentiality clauses, etc.

Speakers

Stephen Berken

Attorney, Berken Cloyes

STEPHEN E. BERKEN is a partner with Berken Cloyes, PC. His practice focuses on areas of consumer bankruptcy law. Mr. Berken earned his B.A. degree, cum laude, from the University of California in 1981, and his J.D. degree from Hastings College of the Law, University of California... Read More →

Hon. Arthur Harris

Combined Does that Court Order Mean Something Materials pdf

Saturday May 18, 2019 2:30pm - 3:45pm EDT
Superior Ballroom A

Bankruptcy Nuts & Bolts of 7/13 & Litigation

2:30pm EDT

Take Charge of that Chapter 7 Case!

Chapter 7’s – Managing client expectations – not every case can be a no-asset 7. Identifying pitfalls, non-exempt assets, surplus cases and how to handle challenges. Motions to Compel Abandonment, Opposing employment applications and fee applications. Negotiation with your Trustee. Making a record and earning respect.

Speakers

Patrick D. Miller

Miller obtained a Bachelor’s degree with a double major in sociology and history and a minor in education from Cleveland State University. He then attended Cleveland State University – Marshall College of Law. He is a member of the planning committee for the 2019 National Convention... Read More →

Hon. Jessica E. Price Smith

Combined Chapter 7 Materials pdf

Saturday May 18, 2019 2:30pm - 3:45pm EDT
Hope Ballroom D

Basics & Beginners

2:30pm EDT

How Can I Help Cannabis Industry Clients?

So you can’t file a bankruptcy for a Cannabis industry client – or can you? States not under the UST. Reorganization/Debt negotiation outside of BK; renegotiating leases/financing terms, etc. Will the UST change its position?

Speakers

Keith Lundin

Judge, United States Bankruptcy Court for the Middle District of Tennessee (1982-2016)Judge, Bankruptcy Appellate Panel for the Sixth Circuit (1997-99)Adjunct Professor, Vanderbilt University School of LawAdjunct Professor, Emory University School of LawVisiting Professor, University... Read More →

Hon. Brian Lynch

Combined How Can I Help Cannabis Industry Clients Materials pdf

way to grow pdf

Holly Christine Adair pdf

District Court Order Cook Investments Case 3.17 cv 05516 BHS Document 16 Filed 12 18 17 9 pages (A0370095xABEAE) pdf

Brief of Debtor 9th Cir. Appeal Cook Investments Case. 18 35119, 07 18 2018, ID. 10947706, DktEntry. 24, Page 1 of 39 (A0370 pdf

WSBA Advisory Opinion 201501 Providing Legal Advice & Assistance to Clients Under WA State Retail Marijuana Law pdf

Garvin v. Cook Investments (00398721xA1B3C) copy pdf

Saturday May 18, 2019 2:30pm - 3:45pm EDT
Center Street Meeting Rooms B-C

Interesting Developments/Advanced Topics

2:30pm EDT

The Business of Running a Law Practice – Work Smarter Not Harder!

Firm administration, expansion, and profitability. Hourly v. Flat Fees. Office efficiency. Employee issues, handbooks, and retirement planning and best practices.

Speakers

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 →

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 at... Read More →

Combined Business of Running a Law Practice Materials pdf

Business of Running a Law Practice ADDITIONAL 5062019 pdf

Saturday May 18, 2019 2:30pm - 3:45pm EDT
Hope Ballroom E

Law Practice Management, Profitability

3:45pm EDT

Coffee Break

Finish the Day strong by recharging your battery with a shot of caffeine!

Saturday May 18, 2019 3:45pm - 4:15pm EDT
Hope Ballroom A-C

Food Beverage Service, Exhibitor Meet & Greet

4:15pm EDT

Chapter 11

The panelists are excellent. They have put together really good and practical materials.

How do you determine if a client should be in chapter 11 or chapter 13?

Can this client make it through a chapter 11 case? What are some markers you can use?

Figuring out the exit strategy before you enter chapter 11.

Which first day motions should you file?

What is a disclosure statement? What are common errors attorneys make when preparing them?

How can you get a plan confirmed?

What do you do once the plan is confirmed?

What are some things attorneys do which kill chapter 11 cases? Why do I have to get employed by the judge? What if I skip this step? I'll still get paid, won't I?

The panelists are highly experienced and highly opinionated. If you are a newbe, you will walk out of the program with a good understanding of what it takes to hanle a chapter 11 case. If you are an experienced attorney, the panelists will give you good nuggets to help you in your practice.

Speakers

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 →

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 →

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 →

Combined Chapter 11 Materials pdf

Saturday May 18, 2019 4:15pm - 5:30pm EDT
Superior Ballroom A

Bankruptcy Nuts & Bolts of 7/13 & Litigation

4:15pm EDT

Chapter 13 Basics – Ready for Your First 13?

Understanding the benefits of a chapter 13 v. chapter 7. How to calculate a plan. What can you do in a plan (cramdowns, LAMs, taxes, stripoffs). What is this new language?

Speakers

Debra Booher

Debra Booher & Associates Co., LPA

Debra Booher is the principal of Debra Booher & Associates Co., LPA and practices consumer bankruptcy law. She has been representing debtors throughout Northeast Ohio since 1997. Her firm consists of 4 attorneys and 7 paralegals with offices throughout Northeast Ohio. Debra started... Read More →

Lauren Helbling

Lauren A. Helbling, J.D. Cleveland Marshall College of Law, B.S. Finance, Cum Laude, Ohio State University. Attorney, Porter, Wright, Morris & Arthur (1987-1990); Law Clerk, Cuyahoga County Court of Common Pleas (1992-1993); Law Clerk to the Honorable Judge Randolph Baxter (1993-1997... Read More →

Combined Chapter 13 Basics pdf

National Plan pdf

Saturday May 18, 2019 4:15pm - 5:30pm EDT
Hope Ballroom D

Basics & Beginners

4:15pm EDT

ACLU – Pound of Flesh – The Criminalization of Private Debt

This presentation will discuss the disturbing trend of how the collection of private debt has resulted in incarceration of debtors. It will cover the main findings from ACLU Principal Human Rights Researcher Jennifer Turner's report A Pound of Flesh: The Criminalization of Private Debt, which investigates debt collection in 26 states. We describe the public policies and court practices that allow the arrest and jailing of debtors and the consequences of these legal interactions on debtors. We conclude with policy recommendations that protect debtors' due process, equal protection, and human rights.

Speakers

Sri Thakkilapati

Policy Researcher, ACLU of Ohio

Sri Devi Thakkilapati is a sociologist and policy researcher at the ACLU of Ohio. Sri strives to advance social policies that support the vulnerable among us and dismantle those that enrich the powerful. Her research at the ACLU focuses on analyzing how racial and economic inequities... Read More →

Combined ACLU Materials pdf

Saturday May 18, 2019 4:15pm - 5:30pm EDT
Center Street Meeting Rooms B-C

Interesting Developments/Advanced Topics

4:15pm EDT

What I Wish I had Learned in Law School

A comprehensive look at the private practice of law, client relations, office operations, conflicts of interest, financial operations and cyber security.

Speakers

Claude Ducloux

Director of LawPay Education, Ethics and Compliance

Combined Ethics Law School Materials pdf

Saturday May 18, 2019 4:15pm - 5:30pm EDT
Hope Ballroom E

Law Practice Management, Ethics

7:00am EDT

Breakfast

Start your day off by fueling up with breakfast.

Sunday May 19, 2019 7:00am - 8:15am EDT
Hope Ballroom A-C

Food Beverage Service, Exhibitor Meet & Greet

7:00am EDT

Convention Info & CLE

Last chance to turn in those CLE forms!

Sunday May 19, 2019 7:00am - 12:30pm EDT
Floor 3 - Hope Ballroom Foyer

8:15am EDT

Keynote Speaker: Jack Park

Jack Park, MBA, CPA, CSP, is a nationally recognized consultant and speaker who is well respected as a developer and presenter of financial and leadership seminars. Jack’s Certified Speaking Professional designation (CSP) has been granted to fewer than 8 percent of the 3,500 members of the National Speakers Association. In 1989 he founded Financial Insights, a consulting and seminar development firm, after serving 22 years with four major corporations. Jack is the author of The Official Ohio State Football Encyclopedia and Ohio State Football: The Great Tradition. His daily radio commentaries have been a mainstay of Ohio State football for the past 27 seasons. He reveals the common threads between championship football programs and high performance organizations in his keynote The Leadership Secrets of Football’s Master Coaches.

Speakers

Jack Park

NACBA Handout Cleveland May 19, 2019 Jack Park doc

Sunday May 19, 2019 8:15am - 9:00am EDT
Superior Ballroom C-D

Keynote

9:00am EDT

Crossroads: Bankruptcy and Family Law

Speakers

William Brewer

William E. Brewer Attorney-at-Law

Henry Sommer

Combined Family Law Materials pdf

Sunday May 19, 2019 9:00am - 10:15am EDT
Superior Ballroom A

Bankruptcy Nuts & Bolts of 7/13 & Litigation

9:00am EDT

Means Testing I

This will be an intensive review of the means test led by Judge Rodriguez of the Southern District of Texas. There will be hands on materials to review and discuss concerning expenses to be listed on the means test.

Speakers

Hon. Eduardo V. Rodriguez

Fact Sheet for Attendees NACBA pdf

122C 1 Blank pdf

122C 2 Blank pdf

Sunday May 19, 2019 9:00am - 10:15am EDT
Hope Ballroom D

Basics & Beginners

9:00am EDT

Quality Fee Applications

he panel will discuss how to properly create a fee application that complies with legal requirements and will be more likely to be approved by the court.

Speakers

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 →

Rachel Foley

CEO, Foley Law - KC Bankruptcy

Rachel founded Foley Law, a firm commonly known as KC Bankruptcy, where she devotes over 90% of her professional time to consumer bankruptcy law. Her education primarily focused on sciences and medicine, but it was the concept of debt freedom presented in Deuteronomy 15:1-2 that drew... Read More →

Hon. Brian Lynch

Combined Quality Fee Applications Materials pdf

Sunday May 19, 2019 9:00am - 10:15am EDT
Hope Ballroom E

Law Practice Management, Profitability

9:30am EDT

Fireside Chat: Automating Lead Follow up and Review Generation While Helping Your Clients Succeed Post-Bankruptcy

Multi-year NACBA member, Steven Palmer and Philip Tirone, from 720 System Strategies, will be discuss proven techniques to convert dead leads into appointments, quickly and easily generate Google Reviews, and to help clients succeed post-bankruptcy with no impact on your staffs time

Speakers

Steven Palmer

Curtis & Casteel Law Group, PLLC

Steven Palmer is a partner at Curtis, Casteel & Palmer, PLLC and primarily practices consumer bankruptcy law. Steve was first admitted to the Ohio bar in 2009 and practiced on the consumer bankruptcy side before working on the creditor side for a year. Seeing the errors of his... Read More →

Philip Tirone

Philip Tirone has a unique background in creating an emotional bond between a company and its target client base using non-traditional direct marketing technologies, powerful written-word strategies, and data analytics. 720 System Strategies integrates self-managingtechnology into... Read More →

Sunday May 19, 2019 9:30am - 10:30am EDT
Center Street Meeting Room A

Fireside Chat

10:15am EDT

Coffee Break

Last chance to talk with our sponsors and exhibitors to see how their products and services can make your life easier!

Sunday May 19, 2019 10:15am - 10:45am EDT
Hope Ballroom A-C

Food Beverage Service, Exhibitor Meet & Greet

10:45am EDT

Crossroads: Bankruptcy & Corporations

Speakers

William Brewer

William E. Brewer Attorney-at-Law

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 →

Combined Bankruptcy & Corporations Materials2 pdf

Sunday May 19, 2019 10:45am - 12:00pm EDT
Superior Ballroom A

Bankruptcy Nuts & Bolts of 7/13 & Litigation