SECONDANNUAL NORTHEASTC O N S U M E R
WINTER FORUM
Sponsored by The American Bankruptcy Institute and Suffolk Law School
January 18, 2010 Suffolk University Law School Boston, Massachusetts
BOSTONSECOND ANNUAL NORTHEAST W I N T E R C O N S U M E R F O R U M
PROGRAM MONDAY, JANUARY 18 8:00-9:00 a.m. Breakfast and Registration 9:00-9:15 a.m. Welcome HON. JOAN N. FEENEY
U.S. Bankruptcy Court (D. Mass.) Boston CAROLE WAGAN
Director of Advanced Legal Studies Suffolk University Law School Boston ANNE J. WHITE
Demeo & Associates, P.C. Boston JENNY YANDELL
Parker & Associates Winchester, Ma.
9:15-10:30 a.m. Best Practices in a Chapter 13 Case: What Does the Trustee Want, and How Does Debtor’s Counsel Respond? CAROLYN A. BANKOWSKI
Office of the Chapter 13 Trustee Boston PETER C. FESSENDEN
Standing Chapter 13 Trustee, District of Maine; Brunswick JOSEPH G. FOLEY
Joseph G. Foley LLC Boston
WILLIAM J. MCLEOD
McLeod Law Offices, PC Boston
9:15-10:30 a.m. {continued} Current Developments in Mortgage Modification: Is HAMP Working? PATRICIA ANTONELLI
Partridge, Snow & Hahn, LLP Providence, R.I. NINA M. PARKER
Parker & Associates Winchester, Mass.
10:30-10:45 a.m. Coffee Break Sponsored by Debt Education and Certification Foundation (DECAF) 10:45 a.m.-12:00 p.m. Best Practices in a Chapter 7 Case: What Does the Trustee Want, and How Does Debtor’s Counsel Respond? HON. STEVEN W. RHODES
U.S. Bankruptcy Court (E.D. Mich.) Detroit JOHN J. AQUINO
Anderson Aquino LLP Boston
ANN BRENNAN
Stephen E. Shamban Law Offices, PC Braintree, Mass. GEORGE I. ROUMELIOTIS
Hendel & Collins, PC Springfield, Mass.
JENNY YANDELL
Parker & Associates Winchester, Ma.
PROGRAM{CONTINUED} 12:00-12:45 p.m. U.S. Trustee’s Office Perspective: Recent Developments in Consumer Cases
2:00-4:30 p.m. {continued} Evidence Symposium
GARY L. DONAHUE
Sherin and Lodgen LLP Boston
Office of the U.S. Trustee Providence, R.I.
CHRISTOPHER LEFEBVRE
Lefebvre & Lefebvre, PC Pawtucket, R.I. LISA D. TINGUE
Office of the U.S. Trustee Worcester, Mass. ANNE J. WHITE
Demeo & Associates, P.C. Boston 12:45-2:00 p.m. Luncheon with Keynote Speaker: Current Washington Developments Affecting Consumer Bankruptcy SAMUEL J. GERDANO
Executive Director American Bankruptcy Institute Alexandria, Va. 2:00-4:30 p.m. Evidence Symposium
Evidentiary objections; how to make them; how to respond to them; vignettes and mock presentations of objections and responses based on fact-pattern vignettes; presentations of questions to witnesses and objections; responses and commentary by participating attorneys and judges Issues include proper introduction of testimony and documents; business records under exception to hearsay rule; non-hearsay admissions; impeachment of a witness by prior inconsistent statements in a deposition; procedures for refreshing recollection as opposed to introduction of past recollection recorded; introduction of appraisal evidence, testimony and reports; authentication; charts/summaries
Panelists:
EDWARD S. CHENG
JULIA FROST-DAVIES
Bingham McCutchen LLP Boston
FREDERIC D. GRANT
Law Office of Frederic Grant, Jr. Boston ROBERT KERWIN
Tarlow, Breed, Hart & Rodgers, PC Boston Witnesses:
HON. JOAN N. FEENEY
U.S. Bankruptcy Court (D. Mass.) Boston ANNE J. WHITE
Demeo & Associates, P.C. Boston JENNY YANDELL
Parker & Associates Boston Judge:
HON. HENRY J. BOROFF
U.S. Bankruptcy Court (D. Mass.) Boston 4:30-5:00 p.m. Reception
BOSTONSECOND ANNUAL NORTHEAST W I N T E R C O N S U M E R F O R U M
EXHIBITORS CONSUMER FORUMEXHIBITORS 722 Redemption Funding Inc. Cricket Debt Counseling, Inc. Debt Education & Certification Foundation
MORNINGCOFFEE BREAK
Sponsored by Debt Education and Certification Foundation (DECAF)
CONFERENCECO-CHAIRS
JUDICIALCHAIR &PLANNINGCOMMITTEE
JUDICIALCHAIR
HON. JOAN N. FEENEY
U.S. Bankruptcy Court (D. Mass.) Boston
CONFERENCECO-CHAIRS
ANNE J. WHITE
Demeo & Associates, P.C. Boston
JENNY YANDELL
Parker & Associates Winchester, Ma.
PARTICIPATINGJUDGES
HON. HENRY J. BOROFF, CHIEF JUDGE
U.S. Bankruptcy Court (D. Mass.) Boston
U.S. Bankruptcy Court (D. Mass.) Boston
U.S. Bankruptcy Court (E.D. Mich.) Detroit
HON. JOAN N. FEENEY
HON. STEVEN W. RHODES
CONFERENCEINFORMATION ABOUTABI
The American Bankruptcy Institute is the nation’s largest association of bankruptcy professionals, with more than 12,300 members. ABI members represent both debtors and creditors in consumer cases; more than 75 percent of U.S. bankruptcy judges are ABI members. ABI is the nation’s largest provider of continuing legal education in bankruptcy matters; more than 6,000 members attend programs annually. Founded in 1982, ABI is nonprofit and nonpartisan and is located just outside Washington, D.C.
CONTINUINGEDUCATION CREDIT
Approval for approximately 5.5 hours of continuing legal education credit is pending for all states requiring CLE. ABI will apply for CPE accreditation upon request. California MCLE—The conference has been approved for Minimum Continuing Legal Education credit by the State Bar of California in the amount of 5.5 hours. ABI certifies that this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing MCLE.
CANCELLATIONPOLICY
All fees, except a $75 handling fee, will be refunded if written notice of cancellation is received by December 28, 2009. No refunds will be honored after December 28, 2009, but substitutions will be allowed. Upon written request within 30 days of the conference, a coupon for 20% off the registration fee (not including optional events) will be issued, which can be used (by the canceling registrant only) for any ABI educational program up to one year after this conference, or for this same conference next year. ABI offers intermediate to advanced-level courses, which have no prerequisites for attendance. ABI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Ave. North, Suite 700, Nashville, TN, 37219-2417, or www.nasba.org. For more information regarding administrative policies such as complaint and refund, please contact the American Bankruptcy Institute at (703) 739-0800. ABI acknowledges that in some instances there will be persons who need to attend an educational seminar for CLE credit who are not able to pay full registration fees. ABI will handle such instances on a case-by-case basis and will work with the individual on alternative solutions. For persons who cannot meet the full registration rate, ABI will offer a reduced rate based on what the individual can reasonably afford to cover the cost of meals and materials. For persons unable to pay a reduced rate, ABI may allow the individual to work at the registration area for a few hours during attendee check-in, or assist in conference set up. ABI also has reduced rates for government employees, professors, law clerks and students. Financial assistance is available for this program. For more information, please contact the American Bankruptcy Institute at (703) 739-0800 or send an e-mail to snelligan@abiworld.org.
QUESTIONS?
Call ABI at (703) 739-0800, or e-mail Shannon Nelligan at snelligan@abiworld.org.
register online:
www.abiworld.org/BOSTON10
BOSTONSECOND ANNUAL NORTHEAST
C O N S U M E R W I N T E R F O R U M
R E G I S T R AT I O N register online: www.abiworld.org/BOSTON10 Name_______________________________________________________ Firm/Company_______________________________________________ Title________________________________________________________ Address_____________________________________________________ City________________________________________________________ State __________________Zip__________________________________ Telephone ( )____________________________________________ Fax ( )_ ________________________________________________ E-mail______________________________________________________
CONFERENCERATES
Early Bird
Regular
Late
(postmarked by 12/04/09) (12/05/09-1/1/10) (after 1/1/10) ABI Members o $145 o $195 o $245 Govt/Nonprofit Non-Member o $240 o $290 o $340 Non-member* o $395 o $445 o $495
* Includes a one-year ABI membership for first-time members - a $275 value! Expired members should select the member rate and add in the membership renewal fee below. You must be an ABI member to attend the conference.
CONTINUINGEDUCATION CREDIT o CLE/CPE (Circle One)
Credit State(s) _______________________________ Bar No. ____________________________________
CANCELLATIONPOLICY
All fees, except a $75 handling fee, will be refunded if written notice of cancellation is received by December 28. No refunds will be honored after December 28, 2009, but substitutions will be allowed. Upon written request within 30 days of the conference, a coupon for 20% off the registration fee (not including optional events) will be issued, which can be used (by the canceling registrant only) for any ABI educational program up to one year after this conference, or for this same conference next year.
PAYMENT TOTAL $____________ o Check payable to American Bankruptcy Institute enclosed. o Charge to Credit Card
oe
oy
ow
Acct. No. _______________________________ Exp. Date __________ Signature___________________________________________________
QUESTIONS?
Call ABI at (703) 739-0800, or visit ABI World at www.abiworld.org. Fax credit card orders to (866) 921-1027, or send completed registration form and payment to: ABI, P.O. Box 34709, Alexandria, VA 22334-0709
Anthony H.N. Schnelling
ENDOWMENT FUND
online: www.abiworld.org/endowment The ABI Anthony H.N. Schnelling Endowment Fund was created in 1989 to provide resources for research and education. Projects eligible for funding include: studies relating to bankruptcy or insolvency; surveys or other analytical investigation; the education of judges, court personnel, other governmental personnel and the general public; scholarships or other educational grants; and any other projects with a material research or educational benefit to the bankruptcy and insolvency community. More than $900,000 has been distributed. Contributions are tax deductible. The ABI Endowment is a 501(c)(3) taxexempt organization.
ENDOWMENT&RESEARCH
To donate to the fund, please check the appropriate box on the registration form or contact P.O. Box 34709 Alexandria, VA 22334-0709 Call: (703) 739-0800 Fax: (866) 921-1027
CONTRIBUTION&PLEDGE CARD I support insolvency research and education! Levels of Support: o o o o o o
Century Council Member Lifetime Member* Benefactor Sustaining Member Leadership Club Donor
$25,000 and Greater $10,000 - $24,999 $5,000 - $9,999 $2,000 - $4,999 $1,000 NEW CONTRIBUTION LEVEL $100 - $999
New contributions or pledges at or above the Sustaining Member level will be recognized at the Annual Spring Meeting. Contributions may be paid in equal installments of up to five years. All gifts are cumulative to allow donors to advance their level of contribution. * Lifetime members receive a complimentary annual membership upon completed payment of the pledge.
Donor Information
List As:________________________________________________ (as you want it to appear in ABI acknowledgement materials)
Billing Information Contact Name/Firm_ ____________________________________ Address _______________________________________________ City____________________ State_____ Zip _ ________________
My total pledge is $ ____________________________________ Contribution solicited by __________________________________
Payment Options
o Check payable to American Bankruptcy Institute Endowment Fund enclosed. US$ ________ o Bill my credit card o e o y o w Acct. No._____________________ Exp. Date _______________ Signature ______________________________________________ o Please bill me for my gift of US$ _____ o Installment pledge (annual): US$ _____ total pledge over____ years
44 Canal Center Plaza Suite 400 Alexandria, VA 22314
UP TO 5.5 HOURS OF CLE CREDIT AVAILABLE!
register online:
www.abiworld.org/BOSTON10