CLe Programs 8:00-9:30 a.m. Breakfast Presentation o Successful Pre-arranged Bankruptcy Filings: Lessons Learned from GM and Chrysler 9:30-11:00 a.m. Concurrent Sessions (4) (please select only one)
o Liquidating Chapter 11s:
New Rules of the Road
o Bankruptcy’s Next Wave:
A Look at the Financial Crisis One Year Later o High-income Individuals: Chapter 11 by and for the People o “Discharge by Declaration” and Other Strategies to Discharge Consumer Debts 11:15 a.m.-12:30 p.m. Committee Education Sessions (4) (please select only one)
o Public Companies & Claims Trading
Circuit Splits: Will Recent Decisions on Several Key Issues Result in Forum-shopping? o Investment Banking 2010: A Restructuring Odyssey o Consumer Bankruptcy/Professional Compensation The ABI Consumer Fee Study: The Results of the Pilot Study and Where We Are Going From Here o Legislation Should Congress Reform Bankruptcy Reform? 2:15-3:30 p.m. Concurrent Sessions (4) (please select only one)
o Watching Your Stuff: Intellectual Property
and Intangible Assets
o Loan-to-Own: How Lending and Private-equity
Markets Are Changing the Landscape o Recent Issues and Trends in Real Estate Restructurings o Foreclosure Litigation: Defenses and Counterclaims 3:45-5:15 p.m. Committee Education Sessions (5) (please select only one)
o Labor and Employment
Labor Unions in Today’s Bankruptcies
o Business Reorganization/Young & New Members
Fixing Broken Not-for-Profit Entities
o Bankruptcy Litigation/Real Estate
The Real Estate Trinity: Litigation Involving Single-asset Real Estate Cases, Retail Reorganizations and Liquidations o Ethics/Law School It’s a Small, Small World: Inherent Conflicts in Representation of Closely-held Entities and Joint Representation o Health Care Flatliners: A Health Care Filing Checklist
SaturdayDeCember 5 8:00-9:30 a.m. o Breakfast Presentation Sponsored by EPIQ
On a Collision Course: Ponzi Schemes, Bankruptcy, Receiverships and Forfeitures
9:30-11:00 a.m. Committee Education Sessions (5) (please select only one)
o Asset Sales/Secured Credit/Unsecured
Trade Creditors Polaroid and Beyond: Differing Perspectives on What Is the Highest and Best Bid, and Other Selected Sale Issues o Bankruptcy Taxation Where’s My Cash Windfall? Tax Planning Opportunities from Recent Legislation o Court Administration/Alternative Dispute Resolution The Future of Alternative Dispute Resolution: How ADR Can Expedite Efficiency for the Courts and Attorneys o Financial Advisors/Technology & Telecommunications News at 11–Valuing and Restructuring Media Companies o International Global Crisis: An Essential International Update 11:15 a.m.-12:30 p.m. Concurrent Sessions (2) (please select only one)
o Bankruptcy Litigation: Latest Issues
and Defenses
o Internal Investigations: Ethical Challenges
in Managing the Process
www.abiworld.org/WLC09
FridayDeCember 4
Up to 11.25 hours of CLE credit available, including 2.75 hours of Ethics!
2009 Winter LeaderShip ConFerenCe
The year 2009 has been tumultuous for the world of bankruptcy and restructuring: a near record pace of public company filings, many of unprecedented size and complexity; the highest number of personal bankruptcies since BAPCPA, fueled in part by the relentless wave of foreclosures; a virtual nationalization of two-thirds of the domestic auto industry and a historic, muscular role for the government in corporate structure and finance; massive frauds on investors, resulting in high-profile prosecutions; a severe tightening of credit markets among key players in the private equity and hedge fund communities, and contraction and consolidation among major law firms, even while bankruptcy professionals are busier than ever. These themes from today’s headlines and more are featured at the ABI’s 21st Annual Winter Leadership Conference, which returns to one of our most popular venues, the La Quinta Resort & Club near Palm Springs, California. More than a dozen committee educational programs compliment 10 concurrent sessions and two plenary breakfast programs, developed by our Vice President - Education Jim Markus. Some of the top restructuring and financial professionals in the country are confirmed to speak, including several of the nation’s most prominent judges. Our guest luncheon speaker is best-selling author Amity Shlaes, whose book on the history of the Great Depression, The Forgotten Man, provides striking lessons about the role of government in today’s economic and political climate. As always, the Winter Conference provides numerous social and fun events to network and renew friendships with your colleagues from around the nation. We look forward to seeing you at beautiful and sunny La Quinta in December.
Robert J. Keach ABI President
Resort “A Soul-stirring La Quinta Hotel, with Majestic Desert Ambiance” Come experience the grandest of Palm Springs area hotels, nestled at the base of the Santa Rosa Mountains. As a stirring desert oasis renowned for world-class hospitality, La Quinta Resort & Club, a Waldorf Astoria Collection property, offers superb relaxation amidst 45 acres of lushly landscaped grounds. Unwind in exquisite Spanish-style casitas, suites and villas, some featuring private patios and glowing fireplaces. Revitalize body and mind at Spa La Quinta or spend the day lounging by one of 42 sparkling pools. From unique dining experiences and an assortment of shops and boutiques to five world-class championship golf courses, this exceptional California hotel is an inspired destination for vacationers and business travelers. A legendary hideaway and meeting destination since 1926, La Quinta Resort & Club® offers unmatched golf, tennis, spa and culinary experiences. Listed as one of the “500 Greatest Hotels in the World” by Travel & Leisure Magazine, La Quinta Resort & Club features 90 holes of some of the country’s best golf, including the famous TPC® Stadium Golf ® Course at PGA WEST® and the picturesque Mountain™ Course at La Quinta Resort. World-class Spa La Quinta™ offers resort guests a variety of unique indoor and outdoor treatments including PGA WEST® Golf Massage, open-air Celestial Showers™ Sacred Stone Massage and more. La Quinta Resort & Club guests also enjoy 23 tennis courts, 52 hot tubs, 5 restaurants and 800 guest rooms tucked away in charming Spanish-style casitas. ABI has negotiated a special conference rate of $240/night single or double occupancy. Reservations may be made only once you have registered with ABI. Upon payment of the conference registration fees, you will receive a hotel reservation form with your conference confirmation. (Rooms are held on a first-come, first-served basis. ABI cannot guarantee anyone a room after the special-rated ABI block is filled.) Transportation Air: Palm Springs Airport (PSP) is a 30-minute cab ride to La Quinta Resort & Club. Ontario International Airport (ONT) is approximately 1.5 hours away, and Los Angeles International Airport (LAX) is approximately 2 hours away. American Airlines is the official carrier for the American Bankruptcy Institute. Conference attendees are eligible for a 5% discount off coach and first-class fares on travel between December 1-13, 2009, to Palm Springs. For fare and schedule information and to make reservations, please visit www.aa.com or call American Airlines Meeting Services at (800) 433-1790. Please use Authentication Code A33D9AA.
Ground: Avis car rental discounts are available using the Avis Worldwide discount number J789009. Call (800) 331-1600 or book online at www.avis.com.
Conference Attire Attire is casual throughout the conference. Cancellation Policy All fees, except a $75 handling fee, will be refunded If notice of cancellation is received in writing by November 12, 2009. No refunds will be made if notice is received after November 12, although 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 cancelling registrant only) for any ABI educational program up to one year after this conference, or for this same conference next year. Continuing Education Approval for approximately 11.25 hours of CLE credit, including 2.75 hours of ethics, is available. CPE credit in the amount of 13.5 hours is also available; mark the appropriate box on the registration form. California MCLE–ABI certifies that this activity has been approved for MCLE credit by the State Bar of California in the amount of 11.25 hours, of which 2.75 hours will apply to legal ethics. *ABI offers 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 complaints and refunds, 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 of the cost of meals and materials. For persons unable to pay a reduced rate, we may allow the individual to work at our 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. For information on tuition assistance, send an e-mail to jgood@abiworld.org.
Complete this registration form, make check payable to American Bankruptcy Institute and return to: ABI, P.O. Box 34709 • Alexandria, VA 22334-0709, ATTN: WLC09. Credit card payments can be faxed to (866) 921-1027. Register online at www.abiworld.org/WLC09.
Name ________________________________________ Nickname _________________________________________________ Firm/Company Address _____________________________________ City__________________ State ______ Zip ___________ Phone ________________________ Fax ________________________ E-mail ________________________________________ 1. Guest Information (If Applicable) 1. Guest Name _________________________________________ 2. Guest Name ______________________________________
Please attach additional page if more than 2 guests. ABI defines a “guest” as a spouse, child or companion–not a professional colleague. If a professional colleague is found to be registered as a guest, ABI reserves the right to cancel his or her event registration. Any person not meeting the criteria of “guest” who wishes to participate in any ABI function at the conference is required to register separately at the full conference rate.
2. Conference Rates ABI Member ABI Govt./Academic Member Non-member* Govt./Academic Non-member* Member Exhibit Registration** Non-member Exhibit Registration*** Additional Booth Representative****
Early Bird
(postmarked by 10/02/09)
o $695 o $345 o $945 o $440
Regular
Late
o $745 o $395 o $995 o $490 o $2,600 o $2,875 o $500
o $795 o $445 o $1,045 o $540
(10/03/09 - 11/6/09) (after 11/6/09)
3. Optional Events Golf Tournament Handicap(s) ________ Tennis Tournament Opening Reception Opening Reception Guest Balloons Above the Desert Horse Riding Indian Canyons Tour Luncheon Program Luncheon Program Guest Margarita Reception Margarita Reception Guest Women’s Networking Reception Friday Night Gala Dinner with Louie Anderson Friday Night Gala Dinner Guest Barnstorming! 4. ABI Annual Membership Renewal (Optional) Regular Govt./Academic/Nonprofit
* Includes one-year ABI membership for first-time members only—a $275 value! You must be an ABI member to attend. Membership is individual and nonrefundable. If your membership has expired, select the member rate and add in your membership renewal fee (see step 4). ** Includes one 6’ table and full registration for one booth representative. *** Includes one 6’ table and full registration for one booth representative AND one-year ABI membership. **** The $500 fee does not include any function/optional events.
# Tickets ________
X $175
________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________
X $50 (no cost to registrants) X $50 X $200 X $150 (no cost to registrants) X $75 (no cost to registrants) X $40 X $50 (no cost to registrants) X $100 X $225
________ ________
X $275 X $95
Total $ ________ $ ________ $ ________ $ ________ $ ________ $ ________ $ ________ $ ________ $ ________ $ ________ $ ________ $ ________
5. Continuing Education Credit o CLE/CPE Credit State(s) ______________________________________________Bar No. _____________________________ (circle one) 6. Anthony H.N. Schnelling Endowment Fund (Optional) o Yes, I’d like to contribute to the ABI Endowment Fund. o $50 o $100 o $250 o Other $ __________ o Yes, I’d like to make a pledge. Please contact me regarding billing. 7. Payment TOTAL $ ____________ o Check payable to American Bankruptcy Institute enclosed.
oe o y o w
Acct. No. _______________________________________________________________________________ Exp. Date _______________________ Signature ______________________________________________________________________________________________________________
PRESIDENTIALPartner
West is well known for its comprehensive collection of practice and analytical research tools, helping practitioners stay current on the latest bankruptcy changes. Foremost in its collection is the Norton Bankruptcy suite of publications. Highly regarded for its forward-looking analysis from over 100 leading bankruptcy authorities, the Norton materials can guide any practitioner through the complexities of bankruptcy reform. ABI members are eligible for a 20% discount off new subscription prices for selected West bankruptcy publications. Use promotion code 557651 when checking out at our store, www.west.thomson.com/bankruptcy.
ExECuTIvEPartners
CAPITALPartners Development Specialists, Inc.
Arent Fox LLP BDO Consulting Bridge Associates LLC Epiq Systems Foley & Lardner LLP GlassRatner Advisory & Capital Group LLC Grant Thornton LLP The Hilco Organization Jenner & Block LLP Loeb & Loeb LLP Mesirow Financial Consulting MorrisAnderson & Associates, Ltd. NachmanHaysBrownstein, Inc. Patton Boggs LLP PricewaterhouseCoopers LLC Proskauer Rose LLP Sherwood Partners, LLC SSG Capital Advisors, LLC Snell & Wilmer, LLP Stearns Weaver Miller Weissler Alhadeff & Sitterson, P.A. Wells Fargo Corporate Trust Services For the most current list of 2009 Winter Leadership Conference Sponsors please visit: www.abiworld.org/WLC09
THuRSDAyDeCember 3 8:00 a.m. Golf Tournament Sponsored by The Hilco Organization
9:00 a.m.-5:00 p.m. American Board of Certification Exams 12:00 noon-6:00 p.m. Registration Desk Open 1:00 p.m. Tennis Tournament Sponsored by Snell & Wilmer, LLP
4:00-6:00 p.m. Exhibit Hall Open 5:00-6:00 p.m. New Member/Ambassador Reception (by invitation only) Sponsored by Arent Fox LLP
6:00-8:00 p.m. Opening Reception Sponsored by Foley & Lardner LLP, Mesirow Financial Consulting, LLC , PricewaterhouseCoopers LLC and Wells Fargo Corporate Trust Services
FRIDAyDeCember 4 6:00-10:00 a.m. Optional Event: Balloons Above the Desert 8:00 a.m.-6:00 p.m. Registration Desk and Exhibit Hall Open 8:00-9:30 a.m. Breakfast Presentation Sponsored by Jenner & Block LLP
Successful Pre-arranged Bankruptcy Filings: Lessons Learned from GM and Chrysler Robert J. Keach, Moderator Bernstein Shur; Portland, Maine Corinne Ball Jones Day; New York Al Koch AlixPartners LLP; Detroit John J. Rapisardi Cadwalader, Wickersham & Taft LLP; New York
9:30-11:00 a.m. Concurrent Sessions (4) Liquidating Chapter 11s: New Rules of the Road Albert Togut, Moderator Togut, Segal & Segal, LLP; New York David Phelps Bridge Associates LLC; Chicago Michael R. Stewart Faegre & Benson LLP; Minneapolis Hon. Gregg W. Zive U.S. Bankruptcy Court (D. Nev.); Reno Bankruptcy’s Next Wave: A Look at the Financial Crisis One Year Later Deirdre A. Martini, Moderator Wachovia Capital Finance, a Wells Fargo Company; New York Michael Friedman Richards Kibbe & Orbe LLP; New York J. Scott Victor SSG Capital Advisors, LLC; West Conshohocken, Pa. High-income Individuals: Chapter 11 by and for the People James Patrick Shea, Moderator Shea & Carlyon, Ltd.; Las Vegas Debra I. Grassgreen Pachulski Stang Ziehl & Jones LLP; San Francisco Lee M. Kutner Kutner Miller Brinen, PC; Denver Patricia A. Redmond Stearns, Weaver, Miller, Weissler, Alhadeff & Sitterson, PA; Miami Hon. Geraldine Mund U.S Bankruptcy Court (C.D. Ca.); Woodland Hills, Calf.
“Discharge by Declaration” and Other Strategies to Discharge Consumer Debts Stephen W. Sather, Moderator Barron, Newburger & Sinsley PLLC; Austin Rebecca Buehler Connelly Chapter 13 Trustee; Roanoke, Va. Hon. Jeffery P. Hopkins U.S. Bankruptcy Court (S.D. Ohio); Cincinnati Paul G. Swanson Steinhilber, Swanson, Mares, Marone & McDermott; Oshkosh, Wis.
11:00-11:15 a.m. Refreshment Break Sponsored by Loeb & Loeb LLP
11:15 a.m.-12:30 p.m. Committee Education Sessions (4) Public Companies & Claims Trading Circuit Splits: Will Recent Decisions on Several Key Issues Result in Forum-shopping? Jonathan P. Friedland Levenfeld Pearlstein, LLC; Chicago William Harrington Office of the U.S. Trustee; Wilmington, Del. Ali M. M. Mojdehi Baker & McKenzie LLP; San Diego Suzzanne Uhland O’Melveny & Myers LLP; San Francisco William P. Weintraub Friedman Kaplan Seiler & Adelman LLP; New York Investment Banking 2010: A Restructuring Odyssey Michael H. Goldstein Greenberg Traurig LLP; Santa Monica; Calif. Ian Schneider Fortress Investment Group; New York Eric Winthrop Houlihan Lokey; Los Angeles Consumer Bankruptcy/Professional Compensation The ABI Consumer Fee Study: The Results of the Pilot Study and Where We Are Going From Here Hon. Steven W. Rhodes, Moderator U.S. Bankruptcy Court (E.D. Mich.); Detroit James H. Cossitt Attorney & Counsellor at Law; Kalispell, Mont. Prof. Lois R. Lupica University of Maine School of Law; Portland, Maine Hon. Wesley W. Steen U.S. Bankruptcy Court (S.D. Tex.); Houston Legislation Should Congress Reform Bankruptcy Reform? Karen Cordry, Moderator National Association of Attorneys General; Washington, D.C. John C. Colwell Debt Relief Legal Clinic; Bonita, Calif. John D. McMickle Winston & Strawn LLP; Washington, D.C. Hon. Eugene R. Wedoff U.S. Bankruptcy Court (N.D. Ill.); Chicago
12:45-2:00 p.m. Luncheon Presentation “How Financial Crises Provide the Pretext for Government Expansion (and Make the Crisis Worse)” with Amity Shlaes, bestselling author of The Forgotten Man: A New History of the Great Depression Amity Shlaes is a syndicated columnist for Bloomberg and a senior fellow at the Council on Foreign Relations. In addition to writing on the political economy and taxes, she appears on numerous radio and television shows. Ms. Shlaes has twice been a finalist for the Loeb Prize in commentary, her field’s best-known prize. In 2002 she was cowinner of the Frederic Bastiat Prize, an international prize for writing on political economy. She is the author of The Greedy Hand, a national bestseller on America’s experience with its tax code, and of Germany: The Empire Within, a book about German national identity. Woman of the Year in Restructuring Award The International Women’s Restructuring and Insolvency Confederation (IWIRC) will present its annual Woman of the Year in Restructuring award. The award honors a woman chosen from any of the restructuring disciplines who exemplifies a unique degree of professionalism and competence and demonstrates extraordinary achievement. IWIRC solicits nominations for the WOYR Award each fall, and places the call for nominations on its Web site (www. iwirc.com) 2:15-3:30 p.m. Concurrent Sessions (4) Watching Your Stuff: Intellectual Property and Intangible Assets George M. Kelakos, Moderator Kelakos Advisors LLC; Greenwich, Conn. Gabriel Fried Streambank LLC; Needham, Mass. Benjamin L. Nortman Hilco Trading Company, Inc.; Northbrook, Ill. George H. Singer Lindquist & Vennum PLLP; Minneapolis Jim Weisfield Intellectual Ventures; Bellevue, Wash. Loan-to-Own: How Lending and Private-equity Markets Are Changing the Landscape Robert M. Hirsh, Moderator Arent Fox LLP; New York Lorie R. Beers KPMG Corporate Finance LLP; New York Timothy G. Skillman Grant Thornton LLP; Los Angeles
Recent Issues and Trends in Real Estate Restructurings Tracy C. Sandler, Moderator Osler, Hoskin & Harcourt LLP; Toronto Matthew Bordwin Keen Consultants - The Real Estate Division of KPMG Corporate Finance LLC; Melville, N.Y. Ira L. Herman Thompson & Knight LLP; New York Michael L. Tuchin Klee, Tuchin, Bogdanoff & Stern LLP; Los Angeles Foreclosure Litigation: Defenses and Counterclaims Rudy J. Cerone, Moderator McGlinchey Stafford, PLLC; New Orleans Ford Elsaesser Elsaesser Jarzabek Anderson Marks Elliott & McHugh, Sandpoint, Idaho Hon. Samuel L. Bufford U.S. Bankruptcy Court (C.D. Cal.); Los Angeles 3:30-3:45 p.m. Refreshment Break Sponsored by BDO Consulting
3:45-5:15 p.m. Committee Education Sessions (5) Labor and Employment Labor Unions in Today’s Bankruptcies Hon. William T. Bodoh Frost Brown Todd LLC; Bluffton, S.C. Brian P. Leitch Perseus LLC; New York Richard M. Seltzer Cohen, Weiss & Simon LLP; New York
Business Reorganization/Young & New Members Fixing Broken Not-for-Profit Entities: Just Because You Don’t Have to Pay Taxes Doesn’t Mean You Don’t Have to Make Money Robert J. Feinstein Pachulski Stang Ziehl & Jones LLP; New York Matthew W. Levin Alston & Bird LLP; Atlanta Andrew M. Troop Cadwalader, Wickersham & Taft LLP; New York Bankruptcy Litigation/Real Estate The Real Estate Trinity: Litigation Involving SingleAsset Real Estate Cases, Retail Reorganizations and Liquidations Gregory A. Cross Venable LLP; Baltimore David R. Kuney Sidley Austin LLP; Washington, D.C. Dean C. Waldt Ballard Spahr Andrews & Ingersoll, LLP; Voorhees, N.J. Ethics/Law School It’s a Small, Small World: Inherent Conflicts in Representation of Closely-held Entities and Joint Representation Hon. Joan N. Feeney, Moderator U.S. Bankruptcy Court (D. Mass.); Boston Neil B. Glassman Bayard, P.A.; Wilmington, Del. Stuart A. Gold Gold Lange & Majoros, PC; Southfield, Mich. August B. Landis Office of the U.S. Trustee; Las Vegas Keith McDaniels Winston & Strawn LLP; San Francisco
Health Care Flatliners: A Health Care Filing Checklist Mariaelena Gayo-Guitian Genovese Joblove & Battista, PA; Fort Lauderdale, Fla. Regina Stango Kelbon Blank Rome LLP; Philadelphia Warren J. Martin Porzio, Bromberg & Newman, PC; Morristown, N.J. George D. Pillari Alvarez & Marsal; Los Gatos, Calif. 5:00-6:00 p.m. Margarita Reception Sponsored by Proskauer Rose, LLP and SSG Capital Advisors, LLC
6:00-7:00 p.m. Women’s Reception Sponsored by Bridge Associates LLC
6:00-7:00 p.m. American Board of Certification Reception (by invitation only) Sponsored by Krieg DeVault LLP
7:00-10:00 p.m. Final Night Dinner Gala Featuring Comedian Louie Anderson and Rock-nRoll Party with ABI’s own Indubitable Equivalents! Dinner Entertainment Sponsored by NachmanHaysBrownstein, Inc. Rock-n-Roll Party Sponsored by Patton Boggs LLP
Two-time Emmy Award-winner Louie Anderson is one of the country’s most recognized and adored comics and was named by Comedy Central as “One of 100 Greatest Stand-up Comedians of All Time.” Currently he is headlining at the Excalibur in Las Vegas in his own show, “Louie - Larger Than Life.” Louie is also a best-selling author, having written three books, including Dear Dad - Letters from an Adult Child. He has starred in popular sit-coms like “Scrubs” and
“Grace Under Fire” and the film Coming to America opposite Eddie Murphy. He is also the co-founder of H.E.R.O., an organization that empowers the homeless to obtain self-sufficiency. Then get ready to shake, rattle and roll to your favorite hits performed by the Indubitable Equivalents, the world’s only all-ABI member rockand-roll band! Always a crowd-pleaser, the “Indubies” have a new set list with tunes guaranteed to keep you on the dance floor! 9:30-10:30 p.m. Endowment Dessert Reception with Guests Louie Anderson and Amity Shlaes Sponsored by Stearns Weaver Miller Weissler Alhadeff & Sitterson, P.A. (Invitation only for new Anthony H.N. Schnelling Endowment Fund contributors at the Sustaining Member level).
SATuRDAyDeCember 5 8:00-9:30 a.m. Breakfast Presentation Sponsored by EPIQ
On a Collision Course: Ponzi Schemes, Bankruptcy, Receiverships and Forfeitures Jason S. Brookner, Moderator Andrews Kurth LLP; Dallas Lev Dassin Former Deputy U.S. Attorney, (S.D.N.Y.; New York) Allan B. Diamond Diamond McCarthy LLP; Houston Stephen P. Harbeck Securities Investor Protection Corporation; Washington, D.C. Ralph S. Janvey Stanford Financial Group Receivership; Dallas Irving H. Picard Baker & Hostetler LLP; New York
9:00 a.m.-1:00 p.m. Optional Event: Horse Riding in the Indian Canyons 9:30-11:00 a.m. Committee Education Sessions (5)
International Global Crisis: An Essential International Update
Asset Sales/Secured Credit/Unsecured Trade Creditors Polaroid and Beyond: Differing Perspectives on What Is the Highest and Best Bid, and Other Selected Sale Issues Douglas E. Deutsch, Moderator Chadbourne & Parke, LLP; New York Ronald E. Gold Frost Brown Todd LLC; Cincinnati Rafael Klotz Gordon Brothers Group, LLC; Boston Hon. Donald H. Steckroth U.S. Bankruptcy Court (D. N.J.); Newark
11:00-11:15 a.m. Refreshment Break
Bankruptcy Taxation Where’s My Cash Windfall? Tax Planning Opportunities from Recent Legislation Joseph P. Dawson, Moderator Dawson & Gerbic, LLP; Seattle Kenneth K. Bezozo Haynes and Boone, LLP; Dallas Darren D. Farfante Fowler White Boggs PA; Tampa, Fla. Jennifer R. Noel Young Conaway Stargatt & Taylor, LLP; Wilmington, Del. Court Administration/Alternative Dispute Resolution The Future of Alternative Dispute Resolution: How ADR Can Expedite Efficiency for the Courts and Attorneys Kenneth A. Rosen, Moderator Lowenstein Sandler PC; Roseland, N.J. Paul S. Singerman Berger Singerman, PA; Miami Hon. Mary F. Walrath U.S. Bankruptcy Court (D. Del.); Wilmington Financial Advisors/Technology & Telecommunications News at 11–Valuing and Restructuring Media Companies Gerald A. Shapiro, Moderator CRG Partners Group LLC; Wilton, Conn. Steven Cramer Imperial Capital, LLC; Los Angeles Charles R. Goldstein Protiviti Inc.; Baltimore Paul V. Possinger Proskauer Rose LLP; Chicago Bennett Ross Wiley Rein LLP; Washington, D.C.
Sponsored by MorrisAnderson & Associates, Ltd.
11:15 a.m.-12:30 p.m. Concurrent Sessions (2) Bankruptcy Litigation: Latest Issues and Defenses R. Scott Williams, Moderator Haskell Slaughter Young & Rediker, LLC; Birmingham, Ala. Jo Ann J. Brighton K&L Gates LLP; Charlotte, N.C. Hon. Barbara J. Houser U.S. Bankruptcy Court (N.D. Tex.); Dallas Brian L. Shaw Shaw Gussis Fishman Glantz Wolfson & Towbin LLC; Chicago Internal Investigations: Ethical Challenges in Managing the Process Howard Brod Brownstein, Moderator NachmanHaysBrownstein, Inc.; Narberth, Pa. Neal H. Levin Freeborn & Peters LLP; Chicago Clare M. Pierce Development Specialists, Inc.; Miami Prof. Nancy B. Rapoport William S. Boyd School of Law, University of Nevada, Las Vegas; Las Vegas 12:30 p.m. Adjourn 2:00-6:00 p.m. Optional Event: Barnstorming!
Golf Tournament Sponsored by The Hilco Organization
Thursday, December 3, 8:00 a.m. Out of the flat desert landscape, Pete Dye sculpted a thrilling and thorough test of golf known as the La Quinta Dunes Course. Gentle mounds and unique bunkering combine with an abundance of water to produce 18 distinctive holes, including the 433-yard, par 4 17th, ranked as one of the 18 toughest holes in the country by the PGA of America. $175 per player includes breakfast, cart rental, prizes and tournament fee. Please include your handicap when completing the registration form.
Tennis Tournament Sponsored by Snell and Wilmer, LLP
Thursday December 3, 1:00 p.m. La Quinta Resort & Club’s world-class tennis club is consistently rated in the “Top 20” by Tennis Magazine. Guests can play on hard, grass and clay surfaces. A fully stocked Pro Shop, sunken court, and Olympic-sized pool and spa surround the historic clubhouse, which was once a gracious estate. Round-robin format. $50 per player includes lunch, prizes and tournament fee. Please check the appropriate box on the registration form.
Balloons Above the Desert Friday December 4, 6:00-10:00 a.m. The desert provides a perfect, natural setting for a balloon adventure. Breathtaking views of the Santa Rosa Mountains and Mt. San Jacinto are included in your flight. Passengers get a bird’s eye view of the Coachella Valley with its many golf courses, date orchards and desert vistas. Flying over the open desert, professional pilots maneuver the balloons over sagebrush and cactus and let you feel as though you are a part of the desert panorama. The balloon flight lasts approximately one hour. Upon arrival at the launch field, passengers watch in amazement as pilots inflate the seven-story-tall balloons. During flight, the balloon floats lazily with the cool breeze. The distance and direction traveled during flight are determined entirely by wind velocity. $200 per person includes resort pick-up and drop-off, 1-hour balloon flight, champagne and flight certificate. Please check the appropriate box on the registration form.
Horse Riding in the Indian Canyons Saturday, December 5, 9:00 a.m.-1:00 p.m. Experience a few quiet hours of “getting away from it all” on more than 150 miles of riding trails that provide both solitude and breathtaking beauty. Ride through the historic Agua Caliente Indian Canyons, which offer year-round streams and beautiful palm oases. Observe coyotes, rabbits and numerous species of birds sharing the desert’s infinite beauty. You will be accompanied by a trail guide to assure safety and to recreate Western hospitality, capturing the flavor of bygone days. $150 per person includes La Quinta Resort & Club tour guide, 2-hour horseback ride with trail guides, gratuities, refreshments and deluxe transportation. The weight limit for this activity is 240 pounds (ages 7 and up). Please check the appropriate box on the registration form.
Barnstorming! Saturday, December 5, 2:00-6:00 p.m. Welcome to the airplane ride of your life aboard totally restored vintage aircraft! Choose from a rare 1930 New Standard biplane or a thrilling 1941 Stearman Warbird. Take an unforgettable flight with your family or friends in “Stanley”—a 1930 New Standard biplane (the cockpit holds four to five passengers). The New Standard biplane was built specifically for barnstorming by Ivan Gates of “Gates Flying Circus” and Charles Healy Day. Stanley is one of the few New Standards flying in the world today. Don’t miss an opportunity to experience an authentic barnstorming ride in this rare airplane! Or, for more hands-on thrills, take a ride in a 1941 Stearman Warbird, a WW2 open cockpit biplane trainer. You get to fly, and even have the option to perform aerobatics. Your flight may be serene and scenic, or thrilling and aerobatic, because it is tailored just for you. The Stearman Warbird is equipped with an in-flight video system set to music from the era. $225 per person includes transportation, flight and flight certificate. Please check the appropriate box on the registration form.
1941 Stearman Warbird
1930 D-25 New Standard
Anthony H.N. Schnelling
ENDOWMENT FuND
The ABI 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) tax-exempt organization.
ENDOWMENT&researCh To donate to the fund, please check the appropriate box on the registration form or contact: 44 Canal Center Plaza, Suite 400 Alexandria, VA 22314 Call: (703) 739-0800 Fax: (703) 739-1060
online: www.abiworld.org/endowment
Sherwood Partners, LLC
Visit us online at www.abiworld/WLC09/sponsorship/exhibit.html to select your booth space. See registration page in this brochure for exhibitor pricing.
We extend our special thanks to Thomson West Reuters for providing the printed educational materials and totebags, KPMG Corporate Finance LLC for the Conference notepads and pocket program agendas, BMC Group for the hotel key cards and Garden City Group, Inc. for the Conference lanyards.
The year 2009 has been tumultuous for the world of bankruptcy and restructuring: a near record pace of public company filings, many of unprecedented size and complexity; the highest number of personal bankruptcies since BAPCPA, fueled in part by the relentless wave of foreclosures; a virtual nationalization of two-thirds of the domestic auto industry and a historic, muscular role for the government in corporate structure and finance; massive frauds on investors, resulting in high-profile prosecutions; a severe tightening of credit markets among key players in the private equity and hedge fund communities, and contraction and consolidation among major law firms, even while bankruptcy professionals are busier than ever. These themes from today’s headlines and more are featured at the ABI’s 21st Annual Winter Leadership Conference, which returns to one of our most popular venues, the La Quinta Resort & Club near Palm Springs, California. More than a dozen committee educational programs compliment 10 concurrent sessions and two plenary breakfast programs, developed by our Vice President - Education Jim Markus. Some of the top restructuring and financial professionals in the country are confirmed to speak, including several of the nation’s most prominent judges. Our guest luncheon speaker is best-selling author Amity Shlaes, whose book on the history of the Great Depression, The Forgotten Man, provides striking lessons about the role of government in today’s economic and political climate. As always, the Winter Conference provides numerous social and fun events to network and renew friendships with your colleagues from around the nation. We look forward to seeing you at beautiful and sunny La Quinta in December.
Robert J. Keach ABI President
Resort “A Soul-stirring La Quinta Hotel, with Majestic Desert Ambiance” Come experience the grandest of Palm Springs area hotels, nestled at the base of the Santa Rosa Mountains. As a stirring desert oasis renowned for world-class hospitality, La Quinta Resort & Club, a Waldorf Astoria Collection property, offers superb relaxation amidst 45 acres of lushly landscaped grounds. Unwind in exquisite Spanish-style casitas, suites and villas, some featuring private patios and glowing fireplaces. Revitalize body and mind at Spa La Quinta or spend the day lounging by one of 42 sparkling pools. From unique dining experiences and an assortment of shops and boutiques to five world-class championship golf courses, this exceptional California hotel is an inspired destination for vacationers and business travelers. A legendary hideaway and meeting destination since 1926, La Quinta Resort & Club® offers unmatched golf, tennis, spa and culinary experiences. Listed as one of the “500 Greatest Hotels in the World” by Travel & Leisure Magazine, La Quinta Resort & Club features 90 holes of some of the country’s best golf, including the famous TPC® Stadium Golf ® Course at PGA WEST® and the picturesque Mountain™ Course at La Quinta Resort. World-class Spa La Quinta™ offers resort guests a variety of unique indoor and outdoor treatments including PGA WEST® Golf Massage, open-air Celestial Showers™ Sacred Stone Massage and more. La Quinta Resort & Club guests also enjoy 23 tennis courts, 52 hot tubs, 5 restaurants and 800 guest rooms tucked away in charming Spanish-style casitas. ABI has negotiated a special conference rate of $240/night single or double occupancy. Reservations may be made only once you have registered with ABI. Upon payment of the conference registration fees, you will receive a hotel reservation form with your conference confirmation. (Rooms are held on a first-come, first-served basis. ABI cannot guarantee anyone a room after the special-rated ABI block is filled.) Transportation Air: Palm Springs Airport (PSP) is a 30-minute cab ride to La Quinta Resort & Club. Ontario International Airport (ONT) is approximately 1.5 hours away, and Los Angeles International Airport (LAX) is approximately 2 hours away. American Airlines is the official carrier for the American Bankruptcy Institute. Conference attendees are eligible for a 5% discount off coach and first-class fares on travel between December 1-13, 2009, to Palm Springs. For fare and schedule information and to make reservations, please visit www.aa.com or call American Airlines Meeting Services at (800) 433-1790. Please use Authentication Code A33D9AA.
Ground: Avis car rental discounts are available using the Avis Worldwide discount number J789009. Call (800) 331-1600 or book online at www.avis.com.
Conference Attire Attire is casual throughout the conference. Cancellation Policy All fees, except a $75 handling fee, will be refunded If notice of cancellation is received in writing by November 12, 2009. No refunds will be made if notice is received after November 12, although 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 cancelling registrant only) for any ABI educational program up to one year after this conference, or for this same conference next year. Continuing Education Approval for approximately 11.25 hours of CLE credit, including 2.75 hours of ethics, is available. CPE credit in the amount of 13.5 hours is also available; mark the appropriate box on the registration form. California MCLE–ABI certifies that this activity has been approved for MCLE credit by the State Bar of California in the amount of 11.25 hours, of which 2.75 hours will apply to legal ethics. *ABI offers 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 complaints and refunds, 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 of the cost of meals and materials. For persons unable to pay a reduced rate, we may allow the individual to work at our 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. For information on tuition assistance, send an e-mail to jgood@abiworld.org.
Complete this registration form, make check payable to American Bankruptcy Institute and return to: ABI, P.O. Box 34709 • Alexandria, VA 22334-0709, ATTN: WLC09. Credit card payments can be faxed to (866) 921-1027. Register online at www.abiworld.org/WLC09.
Name ________________________________________ Nickname _________________________________________________ Firm/Company Address _____________________________________ City__________________ State ______ Zip ___________ Phone ________________________ Fax ________________________ E-mail ________________________________________ 1. Guest Information (If Applicable) 1. Guest Name _________________________________________ 2. Guest Name ______________________________________
Please attach additional page if more than 2 guests. ABI defines a “guest” as a spouse, child or companion–not a professional colleague. If a professional colleague is found to be registered as a guest, ABI reserves the right to cancel his or her event registration. Any person not meeting the criteria of “guest” who wishes to participate in any ABI function at the conference is required to register separately at the full conference rate.
2. Conference Rates ABI Member ABI Govt./Academic Member Non-member* Govt./Academic Non-member* Member Exhibit Registration** Non-member Exhibit Registration*** Additional Booth Representative****
Early Bird
(postmarked by 10/02/09)
o $695 o $345 o $945 o $440
Regular
Late
o $745 o $395 o $995 o $490 o $2,600 o $2,875 o $500
o $795 o $445 o $1,045 o $540
(10/03/09 - 11/6/09) (after 11/6/09)
3. Optional Events Golf Tournament Handicap(s) ________ Tennis Tournament Opening Reception Opening Reception Guest Balloons Above the Desert Horse Riding Indian Canyons Tour Luncheon Program Luncheon Program Guest Margarita Reception Margarita Reception Guest Women’s Networking Reception Friday Night Gala Dinner with Louie Anderson Friday Night Gala Dinner Guest Barnstorming! 4. ABI Annual Membership Renewal (Optional) Regular Govt./Academic/Nonprofit
* Includes one-year ABI membership for first-time members only—a $275 value! You must be an ABI member to attend. Membership is individual and nonrefundable. If your membership has expired, select the member rate and add in your membership renewal fee (see step 4). ** Includes one 6’ table and full registration for one booth representative. *** Includes one 6’ table and full registration for one booth representative AND one-year ABI membership. **** The $500 fee does not include any function/optional events.
# Tickets ________
X $175
________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________
X $50 (no cost to registrants) X $50 X $200 X $150 (no cost to registrants) X $75 (no cost to registrants) X $40 X $50 (no cost to registrants) X $100 X $225
________ ________
X $275 X $95
Total $ ________ $ ________ $ ________ $ ________ $ ________ $ ________ $ ________ $ ________ $ ________ $ ________ $ ________ $ ________
5. Continuing Education Credit o CLE/CPE Credit State(s) ______________________________________________Bar No. _____________________________ (circle one) 6. Anthony H.N. Schnelling Endowment Fund (Optional) o Yes, I’d like to contribute to the ABI Endowment Fund. o $50 o $100 o $250 o Other $ __________ o Yes, I’d like to make a pledge. Please contact me regarding billing. 7. Payment TOTAL $ ____________ o Check payable to American Bankruptcy Institute enclosed.
oe o y o w
Acct. No. _______________________________________________________________________________ Exp. Date _______________________ Signature ______________________________________________________________________________________________________________
A FULL LIBRARY OF PUBLICATIONS WRITTEN BY MEMBERS
Order Your Copy of
Jumpstart Your Learning Experience!
A Comparison Shopping Guide for 363 Sales In today’s economic climate, sales conducted in bankruptcy are, or are soon to be, a shopping-lover’s paradise for the bargainhunter. The best deals, however, will go to the most informed. A Comparison Shopping Guide for 363 Sales provides an in-depth review and analysis of asset sales approved pursuant to §363 of the Bankruptcy Code in various industries and in numerous jurisdictions across the United States. Softbound, 284 pages. Includes exhibits and appendices on CD-Rom.
This and a variety of other titles can be purchased through ABI’s online bookstore
www.abiworld.org/abistore $50 Member Price
Visit the
abi bookstore in the exhibit hall.
The American Board of Certification (ABC) will offer its business bankruptcy, consumer bankruptcy and creditors’ rights exams at the La Quinta Resort on Thursday, December 3, from 9:00 a.m.-5:00 p.m. Details on the certification process, exam composition and sample exam can be obtained by calling ABC at (319) 3652222 or (877) 365-2221, by e-mailing assistantdirector@abcworld.org or by visiting the ABC Web site at www.abcworld.org. ABC certification programs are sponsored by the American Bankruptcy Institute and the Commercial Law League of America, and all three programs are accredited by the American Bar Association. American Board of Certification Exams Thursday, December 3, 9:00 a.m.–5:00 p.m. at the La Quinta Resort. Call (319) 365-2222 or (877) 365-2221 or e-mail assistantdirector@abcworld.org for details. o Consumer Bankruptcy Exam o Business Bankruptcy Exam o Creditors’ Rights Exam ($125 exam fee) Make check payable to American Board of Certification and return with this clipping to: American Board of Certification, The American Building, 101 Second Street SE, Ste. 904, Cedar Rapids, IA 52401. o Credit Card (Charge to account no. provided for conference.) A Short Form Application and fee ($495) are also required prior to the exam. Please go to www.abcworld.org if you have not submitted the application.
CLe Programs 8:00-9:30 a.m. Breakfast Presentation o Successful Pre-arranged Bankruptcy Filings: Lessons Learned from GM and Chrysler 9:30-11:00 a.m. Concurrent Sessions (4) (please select only one)
o Liquidating Chapter 11s:
New Rules of the Road
o Bankruptcy’s Next Wave:
A Look at the Financial Crisis One Year Later o High-income Individuals: Chapter 11 by and for the People o “Discharge by Declaration” and Other Strategies to Discharge Consumer Debts 11:15 a.m.-12:30 p.m. Committee Education Sessions (4) (please select only one)
o Public Companies & Claims Trading
Circuit Splits: Will Recent Decisions on Several Key Issues Result in Forum-shopping? o Investment Banking 2010: A Restructuring Odyssey o Consumer Bankruptcy/Professional Compensation The ABI Consumer Fee Study: The Results of the Pilot Study and Where We Are Going From Here o Legislation Should Congress Reform Bankruptcy Reform? 2:15-3:30 p.m. Concurrent Sessions (4) (please select only one)
o Watching Your Stuff: Intellectual Property
and Intangible Assets
o Loan-to-Own: How Lending and Private-equity
Markets Are Changing the Landscape o Recent Issues and Trends in Real Estate Restructurings o Foreclosure Litigation: Defenses and Counterclaims 3:45-5:15 p.m. Committee Education Sessions (5) (please select only one)
o Labor and Employment
Labor Unions in Today’s Bankruptcies
o Business Reorganization/Young & New Members
Fixing Broken Not-for-Profit Entities
o Bankruptcy Litigation/Real Estate
The Real Estate Trinity: Litigation Involving Single-asset Real Estate Cases, Retail Reorganizations and Liquidations o Ethics/Law School It’s a Small, Small World: Inherent Conflicts in Representation of Closely-held Entities and Joint Representation o Health Care Flatliners: A Health Care Filing Checklist
SaturdayDeCember 5 8:00-9:30 a.m. o Breakfast Presentation Sponsored by EPIQ
On a Collision Course: Ponzi Schemes, Bankruptcy, Receiverships and Forfeitures
9:30-11:00 a.m. Committee Education Sessions (5) (please select only one)
o Asset Sales/Secured Credit/Unsecured
Trade Creditors Polaroid and Beyond: Differing Perspectives on What Is the Highest and Best Bid, and Other Selected Sale Issues o Bankruptcy Taxation Where’s My Cash Windfall? Tax Planning Opportunities from Recent Legislation o Court Administration/Alternative Dispute Resolution The Future of Alternative Dispute Resolution: How ADR Can Expedite Efficiency for the Courts and Attorneys o Financial Advisors/Technology & Telecommunications News at 11–Valuing and Restructuring Media Companies o International Global Crisis: An Essential International Update 11:15 a.m.-12:30 p.m. Concurrent Sessions (2) (please select only one)
o Bankruptcy Litigation: Latest Issues
and Defenses
o Internal Investigations: Ethical Challenges
in Managing the Process
www.abiworld.org/WLC09
FridayDeCember 4
Up to 11.25 hours of CLE credit available, including 2.75 hours of Ethics!
2009 Winter LeaderShip ConFerenCe
The year 2009 has been tumultuous for the world of bankruptcy and restructuring: a near record pace of public company filings, many of unprecedented size and complexity; the highest number of personal bankruptcies since BAPCPA, fueled in part by the relentless wave of foreclosures; a virtual nationalization of two-thirds of the domestic auto industry and a historic, muscular role for the government in corporate structure and finance; massive frauds on investors, resulting in high-profile prosecutions; a severe tightening of credit markets among key players in the private equity and hedge fund communities, and contraction and consolidation among major law firms, even while bankruptcy professionals are busier than ever. These themes from today’s headlines and more are featured at the ABI’s 21st Annual Winter Leadership Conference, which returns to one of our most popular venues, the La Quinta Resort & Club near Palm Springs, California. More than a dozen committee educational programs compliment 10 concurrent sessions and two plenary breakfast programs, developed by our Vice President - Education Jim Markus. Some of the top restructuring and financial professionals in the country are confirmed to speak, including several of the nation’s most prominent judges. Our guest luncheon speaker is best-selling author Amity Shlaes, whose book on the history of the Great Depression, The Forgotten Man, provides striking lessons about the role of government in today’s economic and political climate. As always, the Winter Conference provides numerous social and fun events to network and renew friendships with your colleagues from around the nation. We look forward to seeing you at beautiful and sunny La Quinta in December.
Robert J. Keach ABI President
Resort “A Soul-stirring La Quinta Hotel, with Majestic Desert Ambiance” Come experience the grandest of Palm Springs area hotels, nestled at the base of the Santa Rosa Mountains. As a stirring desert oasis renowned for world-class hospitality, La Quinta Resort & Club, a Waldorf Astoria Collection property, offers superb relaxation amidst 45 acres of lushly landscaped grounds. Unwind in exquisite Spanish-style casitas, suites and villas, some featuring private patios and glowing fireplaces. Revitalize body and mind at Spa La Quinta or spend the day lounging by one of 42 sparkling pools. From unique dining experiences and an assortment of shops and boutiques to five world-class championship golf courses, this exceptional California hotel is an inspired destination for vacationers and business travelers. A legendary hideaway and meeting destination since 1926, La Quinta Resort & Club® offers unmatched golf, tennis, spa and culinary experiences. Listed as one of the “500 Greatest Hotels in the World” by Travel & Leisure Magazine, La Quinta Resort & Club features 90 holes of some of the country’s best golf, including the famous TPC® Stadium Golf ® Course at PGA WEST® and the picturesque Mountain™ Course at La Quinta Resort. World-class Spa La Quinta™ offers resort guests a variety of unique indoor and outdoor treatments including PGA WEST® Golf Massage, open-air Celestial Showers™ Sacred Stone Massage and more. La Quinta Resort & Club guests also enjoy 23 tennis courts, 52 hot tubs, 5 restaurants and 800 guest rooms tucked away in charming Spanish-style casitas. ABI has negotiated a special conference rate of $240/night single or double occupancy. Reservations may be made only once you have registered with ABI. Upon payment of the conference registration fees, you will receive a hotel reservation form with your conference confirmation. (Rooms are held on a first-come, first-served basis. ABI cannot guarantee anyone a room after the special-rated ABI block is filled.) Transportation Air: Palm Springs Airport (PSP) is a 30-minute cab ride to La Quinta Resort & Club. Ontario International Airport (ONT) is approximately 1.5 hours away, and Los Angeles International Airport (LAX) is approximately 2 hours away. American Airlines is the official carrier for the American Bankruptcy Institute. Conference attendees are eligible for a 5% discount off coach and first-class fares on travel between December 1-13, 2009, to Palm Springs. For fare and schedule information and to make reservations, please visit www.aa.com or call American Airlines Meeting Services at (800) 433-1790. Please use Authentication Code A33D9AA.
Ground: Avis car rental discounts are available using the Avis Worldwide discount number J789009. Call (800) 331-1600 or book online at www.avis.com.
Conference Attire Attire is casual throughout the conference. Cancellation Policy All fees, except a $75 handling fee, will be refunded If notice of cancellation is received in writing by November 12, 2009. No refunds will be made if notice is received after November 12, although 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 cancelling registrant only) for any ABI educational program up to one year after this conference, or for this same conference next year. Continuing Education Approval for approximately 11.25 hours of CLE credit, including 2.75 hours of ethics, is available. CPE credit in the amount of 13.5 hours is also available; mark the appropriate box on the registration form. California MCLE–ABI certifies that this activity has been approved for MCLE credit by the State Bar of California in the amount of 11.25 hours, of which 2.75 hours will apply to legal ethics. *ABI offers 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 complaints and refunds, 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 of the cost of meals and materials. For persons unable to pay a reduced rate, we may allow the individual to work at our 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. For information on tuition assistance, send an e-mail to jgood@abiworld.org.
Complete this registration form, make check payable to American Bankruptcy Institute and return to: ABI, P.O. Box 34709 • Alexandria, VA 22334-0709, ATTN: WLC09. Credit card payments can be faxed to (866) 921-1027. Register online at www.abiworld.org/WLC09.
Name ________________________________________ Nickname _________________________________________________ Firm/Company Address _____________________________________ City__________________ State ______ Zip ___________ Phone ________________________ Fax ________________________ E-mail ________________________________________ 1. Guest Information (If Applicable) 1. Guest Name _________________________________________ 2. Guest Name ______________________________________
Please attach additional page if more than 2 guests. ABI defines a “guest” as a spouse, child or companion–not a professional colleague. If a professional colleague is found to be registered as a guest, ABI reserves the right to cancel his or her event registration. Any person not meeting the criteria of “guest” who wishes to participate in any ABI function at the conference is required to register separately at the full conference rate.
2. Conference Rates ABI Member ABI Govt./Academic Member Non-member* Govt./Academic Non-member* Member Exhibit Registration** Non-member Exhibit Registration*** Additional Booth Representative****
Early Bird
(postmarked by 10/02/09)
o $695 o $345 o $945 o $440
Regular
Late
o $745 o $395 o $995 o $490 o $2,600 o $2,875 o $500
o $795 o $445 o $1,045 o $540
(10/03/09 - 11/6/09) (after 11/6/09)
3. Optional Events Golf Tournament Handicap(s) ________ Tennis Tournament Opening Reception Opening Reception Guest Balloons Above the Desert Horse Riding Indian Canyons Tour Luncheon Program Luncheon Program Guest Margarita Reception Margarita Reception Guest Women’s Networking Reception Friday Night Gala Dinner with Louie Anderson Friday Night Gala Dinner Guest Barnstorming! 4. ABI Annual Membership Renewal (Optional) Regular Govt./Academic/Nonprofit
* Includes one-year ABI membership for first-time members only—a $275 value! You must be an ABI member to attend. Membership is individual and nonrefundable. If your membership has expired, select the member rate and add in your membership renewal fee (see step 4). ** Includes one 6’ table and full registration for one booth representative. *** Includes one 6’ table and full registration for one booth representative AND one-year ABI membership. **** The $500 fee does not include any function/optional events.
# Tickets ________
X $175
________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________ ________
X $50 (no cost to registrants) X $50 X $200 X $150 (no cost to registrants) X $75 (no cost to registrants) X $40 X $50 (no cost to registrants) X $100 X $225
________ ________
X $275 X $95
Total $ ________ $ ________ $ ________ $ ________ $ ________ $ ________ $ ________ $ ________ $ ________ $ ________ $ ________ $ ________
5. Continuing Education Credit o CLE/CPE Credit State(s) ______________________________________________Bar No. _____________________________ (circle one) 6. Anthony H.N. Schnelling Endowment Fund (Optional) o Yes, I’d like to contribute to the ABI Endowment Fund. o $50 o $100 o $250 o Other $ __________ o Yes, I’d like to make a pledge. Please contact me regarding billing. 7. Payment TOTAL $ ____________ o Check payable to American Bankruptcy Institute enclosed.
oe o y o w
Acct. No. _______________________________________________________________________________ Exp. Date _______________________ Signature ______________________________________________________________________________________________________________
Up to 11.25 hours of CLE credit available, including 2.75 hours of Ethics!
2009 Winter LeaderShip ConFerenCe
CLe Programs 9:30-11:00 a.m. Concurrent Sessions (4) (please select only one)
o Liquidating Chapter 11s:
New Rules of the Road
o Bankruptcy’s Next Wave:
A Look at the Financial Crisis One Year Later o High-income Individuals: Chapter 11 by and for the People o “Discharge by Declaration” and Other Strategies to Discharge Consumer Debts 11:15 a.m.-12:30 p.m. Committee Education Sessions (4) (please select only one)
o Public Companies & Claims Trading
Circuit Splits: Will Recent Decisions on Several Key Issues Result in Forum-shopping? o Investment Banking 2010: A Restructuring Odyssey o Consumer Bankruptcy/Professional Compensation The ABI Consumer Fee Study: The Results of the Pilot Study and Where We Are Going From Here o Legislation Should Congress Reform Bankruptcy Reform? 2:15-3:30 p.m. Concurrent Sessions (4) (please select only one)
o Watching Your Stuff: Intellectual Property
and Intangible Assets
o Loan-to-Own: How Lending and Private-equity
Markets Are Changing the Landscape o Recent Issues and Trends in Real Estate Restructurings o Foreclosure Litigation: Defenses and Counterclaims 3:45-5:15 p.m. Committee Education Sessions (5) (please select only one)
o Labor and Employment
Labor Unions in Today’s Bankruptcies
o Business Reorganization/Young & New Members
Fixing Broken Not-for-Profit Entities
The Real Estate Trinity: Litigation Involving Single-asset Real Estate Cases, Retail Reorganizations and Liquidations o Ethics/Law School It’s a Small, Small World: Inherent Conflicts in Representation of Closely-held Entities and Joint Representation o Health Care Flatliners: A Health Care Filing Checklist
SaturdayDeCember 5 8:00-9:30 a.m. o Breakfast Presentation Sponsored by EPIQ
On a Collision Course: Ponzi Schemes, Bankruptcy, Receiverships and Forfeitures
9:30-11:00 a.m. Committee Education Sessions (5) (please select only one)
o Asset Sales/Secured Credit/Unsecured
Trade Creditors Polaroid and Beyond: Differing Perspectives on What Is the Highest and Best Bid, and Other Selected Sale Issues o Bankruptcy Taxation Where’s My Cash Windfall? Tax Planning Opportunities from Recent Legislation o Court Administration/Alternative Dispute Resolution The Future of Alternative Dispute Resolution: How ADR Can Expedite Efficiency for the Courts and Attorneys o Financial Advisors/Technology & Telecommunications News at 11–Valuing and Restructuring Media Companies o International Global Crisis: An Essential International Update 11:15 a.m.-12:30 p.m. Concurrent Sessions (2) (please select only one)
o Bankruptcy Litigation: Latest Issues
and Defenses
o Internal Investigations: Ethical Challenges
in Managing the Process
www.abiworld.org/WLC09
8:00-9:30 a.m. Breakfast Presentation o Successful Pre-arranged Bankruptcy Filings: Lessons Learned from GM and Chrysler
o Bankruptcy Litigation/Real Estate
44 Canal Center Plaza Suite 400 Alexandria, VA 22314
FridayDeCember 4