Wednesday | Thursday | Friday | Saturday
Wednesday, June 4 (Pre-conference) | |||
7:30 – 8:30 am | Continental Breakfast | ||
8:30 am – 5:15 pm | Concurrent Session 1 Bankruptcy Taxation |
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Speakers |
Donald R. Barg, CIRA, BARG & HENSON, P.C. Alan D. Barton, CIRA, KPMG LLP Dennis Bean, CIRA, Bean Hunt Harris & Company Elizabeth Berry, CIRA, Elizabeth C. Berry CPA PLLC Jay D. Crom, CIRA, Bachecki, Crom & Company LLP Kimberly J. Lam, CIRA, Bachecki, Crom & Company LLP Robert Liquerman, KPMG LLP Robert L. Nistendirk, CPA, Woomer, Nistendirk & Associates PLLC Hon. Mark Wallace, U.S. Bankruptcy Court, C.D. Cal. |
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Topics Include:
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Concurrent Session 2 Financial Advisors' Toolbox |
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Speakers |
Steve Agran, CIRA, MorrisAnderson Richard Bernard, Esq., Foley & Lardner LLP Coley Brown, CIRA, Huron Consulting Group Jacqueline Calderin, Esq., Ehrenstein Charbonneau Calderin Leah Eisenberg, Esq., Arent Fox LLP Andrea Fischer, Esq., Sadowski Fischer PLLC Susan Jacks, Esq., MehaffyWeber, P.C. Nicole Leibman, Esq., Aschettino Struhs LLP David MacGreevey, CIRA, Zolfo Cooper Brett Moore, Esq., Porzio, Bromberg & Newman, P.C. Vincent Roldan, Esq., Vandenberg & Feliu, LLP Brian Ryniker, CIRA, CBIZ MHM, LLC Michael Schwarzmann, Crowe Horwath LLP Andrew Silfen, Esq., Arent Fox LLP Scott Stuart, Donlin, Recano & Company Hylton Wynick, CIRA, Zucker Forensics |
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Topics Include:
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Concurrent Session 3 Financial Modeling |
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Speakers |
Matthew Holaves, Pillars of Wall Street |
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AM – Introduction to Excel and 3 Statement Forecasting This session will introduce participants to the fundamentals of 3 statement modeling using Excel. Participants will learn how to forecast the 3 financial statements, balance a model and handle issues related to circularities. Best practices will be incorporated throughout the course. PM – Cash Sweep Modeling This course provides a systematic approach to 3 statement cash sweep modeling. Practical uses of cash sweep models and Pillars’ 12 steps to building a 3 statement cash sweep operating model are reviewed in detail. Emphasis is placed on the complexities associated with a real company model. |
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12:00 – 1:45 pm | Luncheon Program | ||
Speaker | Diane Barrett, Chief Projects Officer, City and County of Denver | ||
6:30 – 8:00 pm | Annual Conference Opening Reception | ||
Sponsored by Conway MacKenzie, Inc; Duane Morris LLP | |||
Thursday, June 5 | |||
7:30 – 8:30 am | Continental Breakfast Sponsored by Arent Fox LLP |
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8:30 – 8:40 am | Introductory Remarks | ||
Speaker | Anthony V. Sasso, CIRA, Deloitte Financial Advisory Services LLP | ||
8:40 – 9:30 am | Keynote Presentation | ||
Speaker | Mike O'Neal, J.D., President Emeritus, Oklahoma Christian University | ||
Sponsored by RubinBrown, LLP; WeiserMazars LLP | |||
9:30 – 10:45 am | Restructuring Outlook | ||
Moderator | Andrew Ragsly, Debtwire North America | ||
Speaker |
Neil Augustine, Rothschild Bob Duffy, FTI Consulting, Inc. Gregg Galardi, Esq., DLA Piper Hon. Barry Russell, U.S. Bankruptcy Court, C.D. Cal. |
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Description | Perspectives of Industry Leaders: How have the approaches to financial restructuring recently changed, what are the key drivers of this evolution and expectations of tomorrow’s trends. | ||
10:45 – 11:00 am | Morning Break | ||
Sponsored by Bachecki, Crom & Co., LLP | |||
11:00 – Noon | Concurrent Session 1 China’s Economic Slowdown and Looming Debt Crisis – Overview and Global Impact for Restructuring Professionals |
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Speakers |
Brent Carlson, CIRA, AlixPartners LLP Gary W. Riley, Recognized Expert in Asian and Chinese Business |
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Description | How the economic, political and social issues in China impact doing business in China and how they affect the U.S. / buyers. | ||
Concurrent Session 2 Leading Through Crisis |
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Moderator | Randall Eisenberg, AlixPartners, LLP | ||
Speakers |
Debra Grassgreen, Esq., Pachulski Stang Ziehl & Jones LLP Hon. Rosemary Gambardella, U.S. Bankruptcy Court, Dist. N.J. Mike Katzenstein, FTI Consulting, Inc. |
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Description | This panel will discuss the key considerations in getting retained as CRO and leading toward a successful outcome as highlighted through war stories. | ||
Noon – 5:30 pm | Excursions | ||
6:30 – 7:30 pm | Cocktail Reception | ||
7:30 – 9:30 pm | Annual Banquet and Presentation of Awards | ||
Presentation of Awards Manny Katten Award Winner Awards sponsored by Zolfo Cooper Dinner sponsored by Capstone Advisory Group, LLC; Huron Consulting Group Inc. Wine sponsored by Bean Hunt Harris & Company; D.R. Payne & Associates; KapilaMukamal, LLP; Lefoldt & Co., P.A.; MGI Repetti LLP |
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9:30 – 11:00 pm | Dessert Reception | ||
Sponsored by Mesirow Financial Consulting, LLC; Protiviti Inc. | |||
Friday, June 6 | |||
7:30 – 8:30 am | Continental Breakfast | ||
Sponsored by Bederson LLP | |||
8:30 – 9:30 am | Concurrent Session 1 SBMM * - Social Media and ESI – Debtors and Creditors Beware! |
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Moderator | Martin Cauz, CIRA, Marotta Gund Budd & Dzera, LLC | ||
Speakers |
Jason W. Gordon, Esq., Winston & Strawn LLP Amy McIlwain, Financial Social Media Susan Usatine, Esq., Cole Schotz LLP |
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Description | Do e-savvy bankruptcy professionals have a competitive advantage in this challenging economy? How can Twitter, LinkedIn, Facebook, Pinterest, Instagram, e-Discovery and information governance affect your business? This panel will explore the benefits, risks and responsibilities of Social Media and Electronically Stored Information from the business, legal and privacy perspectives and review the practical do’s and don’ts of social media and ESI policies and practices. | ||
Concurrent Session 2 Partnerships Tax Issues |
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Moderator | Neil Goff, Esq., Brownstein Hyatt Farber Schreck LLP | ||
Speakers |
Dennis Bean, CIRA, Bean Hunt Harris & Co. Hon. Mark Wallace, U.S. Bankruptcy Court, C.D. Cal. |
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Description | Tax issues that should be considered in the formulation and dissolution of partnerships. | ||
9:30 – 10:30 am | Concurrent Session 1 Role of the Financial Advisor/Ponzi Schemes |
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Moderator | Peggy Hunt, Esq., Dorsey & Whitney |
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Speakers |
Tom Neilson, Berkeley Research Group Harvey Sender, Esq., Sender Wasserman Wadsworth, P.C. Ray Strong, CIRA, Berkeley Research Group |
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Description | Financial advisors are often charged with liquidating Ponzi schemes or other criminal enterprises, or to defend against claims brought by a receiver or trustee of such an enterprise. This task typically involves records reconstruction and a determination of when the criminal enterprise began. This panel will discuss the logistics of detecting and proving the existence of a Ponzi scheme, including records reconstruction issues, as well as the identification of assets, most notably the legal claims that might arise against investors, third parties, professionals and even financial institutions. | ||
Concurrent Session 2 Issues in Media Restructurings |
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Moderator | Carlyn Taylor, CIRA, FTI Consulting, Inc. | ||
Speakers |
Ana Alfonso, Esq., Willkie Farr & Gallagher LLP Hon. Kevin J. Carey, U.S. Bankruptcy Court, D. Del. Andrea Newborn, Readers Digest Association, Inc. Mace J. Rosenstein, Esq., Covington & Burling LLP |
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Description | Commercial, regulatory and sector-specific topics which serve as recurring themes and challenges in media restructurings. | ||
10:30 – 11:00 am | Morning Break | ||
Sponsored by PwC | |||
11:00 – Noon | Concurrent Session 1 SBMM * - Valuation Standards and their Relevance to Court Decisions |
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Moderator | David Payne, CIRA, CDBV, D.R. Payne & Associates | ||
Speakers |
Bruce Bingham, Capstone Valuation Services, LLC Jeff Davine, Esq., Ballard Spahr Hon. Michael Romero, U.S. Bankruptcy Court, D. Colo. |
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Description | Court decisions can sometimes vary with generally accepted business valuation approaches and methodologies. This panel will identify and discuss some of those differences including how the AIRA Valuation Standards interact with various perspectives and rulings from the Bench. The panel will also discuss strategies attorneys and valuation experts can use to address judges’ concerns regarding issues of comparability, use of a single approach, use of hindsight and value of contingent and intangible assets. | ||
Concurrent Session 2 Maximizing Business Value and Asset Recoveries |
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Moderator | Caroline Fuller, Esq., Fairfield and Woods, P.C. | ||
Speakers |
Adam Dunayer, Houlihan Lokey Rich Jenkins, Alvarez & Marsal Adam Reich, Reich Brothers LLC |
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Description | This panel will discuss Asset Preservation, Sale Methodology and Liquidation Alternatives in and out of Bankruptcy. | ||
Noon - 1:30 pm | Luncheon Program Keynote Speaker |
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Speaker | Tom Binnings, Senior Partner, Summit Economics | ||
Sponsored by Greenberg Traurig, LLP; Young Conaway Stargatt & Taylor, LLP | |||
1:30 – 2:30 pm | Concurrent Session 1 Un- and Under-Funded Pension Liabilities |
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Moderator | Brian Resnick, Esq., Davis Polk & Wardwell LLP | ||
Speakers |
Greg Charleston, Conway MacKenzie, Inc. Daniel Lubell, Esq., Hughes Hubbard & Reed LLP Laura Rosenberg, CIRA, CDBV, Fiduciary Counselors |
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Description | A discussion of how debtors may deal with pension liabilities in a chapter 11 filing. | ||
Concurrent Session 2 Harvesting Value of Intellectual Property and Intangible Assets |
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Moderator | David Schachter, Esq., Sherman & Howard | ||
Speakers |
Hon. Robert D. Drain, U.S. Bankruptcy Court, SDNY David Peress, Hilco Jeremy Salesin, Intellectual Ventures |
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Description | This panel will discuss strategies for preserving and maximizing the value of intellectual property and other intangible assets of companies in distress or bankruptcy from various perspectives, e.g., investors specializing in developing financing and investment structures; investors acquiring intellectual property licensed to third parties; and brokers specializing in monetizing intangible assets. | ||
2:30 - 3:30 pm | Concurrent Session 1 SBMM * - How “Obama-Care” is Impacting Small Businesses |
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Moderator | Michael Lane, CIRA, H2C LLC | ||
Speakers |
David Interdonato, Morris Anderson Steven Rider, Esq., Markus Williams, Young & Zimmerman LLC Camisha Simmons, Esq., Norton Rose Fulbright |
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Description | The Affordable Care Act will put additional regulatory and compliance pressures on small to medium size businesses as they meet the requirements of the legislation. In addition, it will divert scarce resources, both human and real capital to non-core business functions. | ||
Concurrent Session 2 Restructuring Across Jurisdictions |
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Moderator | Jack Williams, CIRA, CDBV, Mesirow Financial Consulting, LLC | ||
Speakers |
Mike Gearin, Esq., K&L Gates Ivan Lehon, CIRA, Ernst & Young Sheila Smith, CIRA, Deloitte. |
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Description | Key themes, trends and considerations in addressing cross border insolvencies. | ||
3:30 – 4:00 pm | Afternoon Break | ||
Sponsored by Berkeley Research Group | |||
4:00 – 5:00 pm | Concurrent Session 1 Restructuring's in Bank Holding Companies |
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Moderator | Shane Ramsey, Esq., Kilpatrick Townsend & Stockton LLP | ||
Speakers |
Van Durrer, Esq., Skadden, Arps, Slate, Meagher & Flom, LLP Christopher Hopkins, Keefe, Bruyette & Woods David Miller, KPMG |
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Description | Economic and accounting issues that should be considered in the restructuring of a bank holding company. | ||
Concurrent Session 2 SBMM* - Pros and Cons of Bankruptcy, Receiverships and Assignments for the Benefit of Creditors |
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Moderator | John C. Smiley, Esq., Lindquist & Vennum, LLP | ||
Speakers |
Lawrence R. Ahern III, Esq., Brown & Ahern Hon. Edward D. Bronfin, District Court for City and County of Denver, CO C. Randel Lewis, Western Receiver, Trustee & Consulting Services, Ltd. Hon. Howard R. Tallman, U.S. Bankruptcy Court, D. Colo. |
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Description | The days of just filing bankruptcy for a distressed business are over. Today, financial professionals need to be able to advise their clients on the advantages and disadvantages of bankruptcy, receiverships, and assignments for the benefit of creditors. Clients need to understand which course is best, and why. This panel will cover the topic for businesses and in mass fraud/Ponzi scheme cases. | ||
6:00 pm | Excursion Baseball Outing - Colorado Rockies v Los Angeles Dodgers at Coors Field |
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Start the summer off right with an evening at beautiful Coors Field to witness a battle between National League West rivals, the Colorado Rockies and the Los Angeles Dodgers! Mezzanine Party Suite 60 A&B is reserved for AIRA’s group—food, soft drinks and balcony seats included. Tickets may be purchased with online or brochure registration form (see p. 11), or at the onsite Conference Desk.
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Saturday, June 7 | |||
8:00 – 8:30 am | Continental Breakfast | ||
Sponsored by GlassRatner Advisory & Capital Group LLC | |||
8:30 – 9:45 am | SBMM* - Strategies Used by Lenders and Loan Servicers | ||
Moderator | Grant Stein, Esq., Alston & Bird LLP | ||
Speakers |
Jim Howard, GlassRatner Advisory & Capital Group LLC Chris Lenhart, US Bank Kevin Semon, Midland Loan Services |
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Description | Lenders and special servicers frequently encounter defaults by commercial borrowers in bankruptcy and consensual restructurings. This panel will discuss lender and servicer strategies to maximize recoveries. The panel will also explore the differences between lender and servicer perspectives. | ||
9:45 – 10:00 am | Morning Break | ||
10:00 – 11:45 am | Case Management, Compensation, and Reporting | ||
Moderator | Steve Darr, CIRA, CDBV, Mesirow Financial Consulting, LLC | ||
Speaker |
Bill Harrington, U.S. Trustee Jim Lukenda, CIRA, Huron Consulting Group John Monaghan, Esq., Holland & Knight Nancy Peterman, Esq., Greenberg Traurig, LLP |
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Description | A discussion of ways to effectively manage and control professional fees. |