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AgendaTuesday July 15, 20148:00 - 4:458:00 - 5:00Chapter 12 ACT2 Bankruptcy SeminarRegistration/Information Desk OpenIndiana/Iowa/Michigan 6th Floor7th Floor Registration DeskWednesday July 16, 20148:00 - 5:00Registration/Information Desk Open8:00 - 9:00STACS Meeting7th Floor Registration Desk8:00 - 12:00TEN Board Meeting8:30 - 10:00Issue of Fees Upon Receipt andSoftware Changes Workshop (Trustees and Trustee Staff)9:00 - 10:00NDC Board Meeting (All Members Welcome)Printers Row 2nd Floor10:00 - 11:30NACTT Board of Directors Meeting (Closed)Streeterville 2nd Floor10:00 - 12:00NACTT Foundation Board MeetingWrigleyville 2nd Floor10:15 - 12:00NACTT Academy Open Board Meeting12:00 - 1:00NACTT Board of Directors Lunch1:30 - 3:30NACTT Board of Directors Meeting (All Trustees Welcome)Addison 4th Floor1:30 - 3:30NACTT Trustee Business Meeting (All Trustees Welcome)Addison 4th Floor3:00 - 6:00Exhibitor SetupChicago BallroomOldtown 2nd FloorMinnesota 6th FloorAddison 4th FloorPurdue 6th FloorRiver North 2nd Floor3:30 - 4:30Current Issues for Trustees (Trustees Only)Addison 4th FloorMargaret A. Burks,NACTT President and Chapter 13 Trustee (Cincinnati, OH)Doreen B. Solomon,Assistant Director for Oversight, Executive Office of the U.S. Trustees,U.S. Department of Justice (Washington, D.C.)Martha K. Hallowell, Deputy Assistant Directorfor Oversight, Executive Office of the U.S. Trustees,U.S. Department of Justice (Washington, D.C.)3:30 - 4:30Current Issues for AO Trustees (Trustees and Trustee Staff)Scottsdale 5th FloorD. Sims Crawford, Chapter 13 Trustee for the Northern District ofAlabama (Birmingham, AL)7:00 - 9:00Trustee and Guest Reception(By Invitation Only)Grand Ballroom Salon III 7th FloorThursday July 17, 2014Presiding Officer – Robert B. Wilson,NACTT President-Elect, Chapter 13 Trustee (Lubbock, TX)7:00 - 8:00Mortgage Committee Meeting7:30 - 8:30Breakfast with ExhibitorsChicago Ballroom 5th FloorMarriott Ballroom8:00 - 5:00Registration/Information Desk Open7th Floor Registration Desk8:00 - 5:00NACTT Trustee/Academy Member HospitalityScottsdale 5th Floor

Agenda8:00 - 8:30Welcome and Opening RemarksGrand Ballroom 7th FloorMargaret A. Burks, NACTT President and Chapter 13 Trustee(Cincinnati, OH)Mary Ida Townson, NACTT Vice President and Chapter 13 Trustee(Atlanta, GA)Honorable William Houston Brown, Editor and Advisor, NACTT Academyfor Consumer Bankruptcy Education, Inc. (Thompson’s Station, TN)Honorable Bruce W. Black, Chief Judge of the United States BankruptcyCourt for the Northern District of IllinoisMary Louise Mitterhoff, Chief, Court Services Office, Department of ProgramServices, Administrative Office of the United States Courts (Washington, D.C.)8:30 - 9:00Update from the Office of theGrand Ballroom 7th FloorUnited States TrusteeClifford J. White, III, Director, Executive Office of the United States Trustee,United States Department of Justice (Washington, D.C.)9:00 - 10:30Constitutional and Bankruptcy IssuesGrand Ballroom 7th Floorand the Supreme Court.Erwin Chemerinsky, Dean and Distinguished Professor of Law, Universityof California, Irvine School of Law (Irvine, CA)10:30 - 11:00Break with ExhibitorsChicago Ballroom 5th Floor11:00 - 12:00Customizing Without Compromising Ethics.Grand Ballroom 7th FloorSpecial problems in volume bankruptcy practices.Paul R. Chael, Chapter 13 Trustee for the Northern District of Indiana(Merrillville, IN)Douglas R. Adelsperger, Adelsperger & Kleven LLP (Fort Wayne, IN)12:00 - 1:30Lunch On Your Own12:00 - 1:30Staff Attorney Lunch (By Invitation Only)1:30 - 2:30Marriott Ballroom 4th FloorYour Choice:One of THREE Breakout Sessions DesignedSpecifically for General Attendees1) Consumer Financial Protection Bureau. Grand Ballroom Salon III 7th FloorCurrent issues and new regulations.Moderator: Honorable John P. Gustafson, United States Bankruptcy Judgefor the Northern District of Ohio (Toledo, OH)John Rao, National Consumer Law Center (Boston, MA)Wendy Walter, Managing Attorney, RCO Legal PS (Bellevue, WA)2) No-Look Attorney Fees.Grand Ballroom Salon II 7th FloorGood or bad for attorneys and the bankruptcy system?Moderator: Honorable C. Ray Mullins, Chief Judge of the United StatesBankruptcy Court for the Northern District of Georgia (Atlanta, GA)Mary K. Viegelahn, Chapter 13 Trustee for the Western District of Texas(San Antonio, TX)Jimmy E. McElroy, Jimmy E. McElroy & Associates (Memphis, TN)

Agenda3) Ethics and Professionalism:Grand Ballroom Salon I 7th FloorBehaving Badly Outside the Courtroom.An ethics and professionalism workshop.Moderator: Peter C. Fessenden, Chapter 13 Trustee for theDistrict of Maine (Brunswick, ME)Honorable Cynthia A. Norton, United States Bankruptcy Judge for the WesternDistrict of Missouri (Kansas City, MO)Douglas R. Adelsperger, Adelsperger & Kleven LLP (Fort Wayne, IN)Alternative Track Designed Specificallyfor Staff of Trustee OfficesAlternative Track Designed Specificallyfor Attorneys Who Represent Trustees4) Recognizing and Responding to Workplace Harassment. Avenue 4th FloorThis lecture is designed to set the groundwork for the Saturday session. It willcover the legal issues related to harassment and provide practical solutions forinvestigating and responding to complaints of harassment.Andria Lure Ryan, Employment Attorney Partner, Fisher & Phillips, LLP(Atlanta, GA)5) Cutting Through the Noise.Marriott Ballroom 4th FloorEffective communication with the office, the bar, and debtors.Moderator: Mary Frances Fallaw,Attorney Representing Chapter 13 Trustee D. Sims Crawford (Birmingham, AL)Michael Cecil, Attorney Representing Chapter 13 Trustee Jon M. Waage(Bradenton, FL)Leo G. Spanos, Attorney Representing Chapter 13 Trustee Martha G. Bronitsky(Hayward, CA)Dinorah Gonzalez, Attorney Representing Chapter 13 Trustee David G. Peake(Houston, TX)2:30 - 3:00BREAK with ExhibitorsChicago Ballroom 5th Floor3:00 - 4:00Your Choice:One of THREE Breakout Sessions Designed Specificallyfor General Attendees1) Proving Value of Debtors’ Homes.Grand Ballroom Salon II 7th FloorEvidentiary issues and use of expert witnesses.Moderator: David G. Peake, Chapter 13 Trustee for theSouthern District of Texas (Houston, TX)Honorable C. Ray Mullins, Chief Judge of the United StatesBankruptcy Court for the Northern District of Georgia (Atlanta, GA)Whitney Warnke Groff, Aldridge Connors LLP (Atlanta, GA)Laila S. Gonzalez, Freire and Gonzalez, P.A. (Miami, FL)2) Who Gets Undistributed MoneyGrand Ballroom Salon III 7th Floorin the Trustee’s Hands on Conversion and/or Dismissal?Moderator: Isabel C. Balboa, Chapter 13 Trustee for the District of New Jersey,Camden Vicinage (Cherry Hill, NJ)Honorable Brian D. Lynch, United States Bankruptcy Judge for the WesternDistrict of Washington (Tacoma, WA)Alane A. Becket, Becket & Lee LLP (Malvern, PA)

Agenda3) Practical Computer SecurityGrand Ballroom Salon I 7th Floorfor Trustee and Attorney Offices.Moderator: D. Sims Crawford, Chapter 13 Trustee for theNorthern District of Alabama (Birmingham, AL)Thomas O’Hern, STACS, Project Manager ICF Jacob & Sundstrom International(Baltimore, MD)Debrah Smith, Director of Administration/I.T., Office of the Chapter 13 TrusteeAlbert Russo (Robbinsville, NJ)Alternative Track Designed Specificallyfor Staff of Trustee OfficesAlternative Track Designed Specificallyfor Attorneys Who Represent Trustees4:05 - 5:05Your Choice:One of THREE Breakout Sessions Designed Specificallyfor General Attendees4) Protecting the Trusteeship.Avenue 4th FloorRecognizing and dealing with harassment in the workplace.Kathy Davis, Office Manager/System Managerfor Chapter 13 Trustee Robert B. Wilson (Lubbock, TX)Michelle Eads, Assistant Operations Manager & Claims Supervisorfor Chapter 13 Trustee Jeffrey M. Kellner (Dayton, OH)Stephanie Nichols, Controller for Chapter 13 Trustee David P. Cusick(Sacramento, CA)5) Leveraging Technology for AttorneysMarriot Ballroom 4th FloorWho Represent Trustees.Moderator: K. Edward Safir, Attorney Representing Chapter 13 TrusteeMary Ida Townson (Atlanta, GA)Shifeng Chen, Systems Manager for Chapter 13 Trustee Tom Vaughn (Chicago, IL)Brad Chafin, Attorney Representing Chapter 13 Trustee Joyce Bradley Babin(Little Rock, AR)Sarah Olsen, Attorney Representing Chapter 13 Trustee Jon M. Waage(Bradenton,FL)1) Effective MediationGrand Ballroom Salon I 7th Floorof Mortgage Modifications: A workshop.Moderator: Laurie K. Weatherford, Chapter 13 Trustee for the Middle Districtof Florida (Winter Park, FL)Robert B. Branson, Branson Law, PLLC (Orlando, FL)Melissa A. Youngman, Partner, McCalla Raymer, LLC (Orlando, FL)Brad W. Hissing, Senior Litigation Attorney, Kass Shuler (Tampa, FL)2) Surrender in Plans Grand Ballroom Salon III 7th FloorPre and Post Confirmation Issues. What does and does not work?Moderator: Stuart C. Cox, Chapter 13 Trustee for theWestern District of Texas (El Paso, TX)Lisa Ritchey-Craig, McCullough Payne & Haan LLC (Atlanta, GA)Brian R. Cahn, Brian R. Cahn & Associates LLC (Cartersville, GA)

Agenda3) Standing to Pursue CausesGrand Ballroom Salon II 7th Floorof Action for the Estate. Who gets to sue, trustee or debtor?Moderator: Tammy L. Terry, Chapter 13 Trustee for theEastern District of Michigan (Detroit, MI)Patti H. Bass, Bass & Associates PC (Tucson, AZ)Sarah Lampi Little, Law Offices of Sarah Lampi Little (Hayward, CA)Alternative Track Designed Specificallyfor Staff of Trustee OfficesAlternative Track Designed Specificallyfor Attorneys Who Represent Trustees7:00 - 9:00President’s Reception with Exhibitors4) How to Deal with the Difficult Employee.Avenue 4th FloorKathy Davis, Office Manager/System Manager forChapter 13 Trustee Robert B. Wilson (Lubbock, TX)Michelle Eads, Assistant Operations Manager & Claims Supervisorfor Chapter 13 Trustee Jeffrey M. Kellner (Dayton, OH)Stephanie Nichols, Controller for Chapter 13 Trustee David P. Cusick(Sacramento, CA)5) Maximizing Chapter 13 Software.Marriott Ballroom 4th FloorA discussion with the vendors.Moderator: Albert C. Guthrie, Attorney Representing Chapter 13 TrusteeMary Ida Townson (Atlanta, GA)Andrew Satori, President, Satori & Associates, Inc. (Atlanta, GA)Barbara Lebens, Epiq Systems, Inc. (Kansas City, KS)Representative of Bankruptcy Software Specialists, LLC (BSS) (Memphis, TN)Chicago Ballroom 5th FloorFriday July 18, 2014Presiding Officer – D. Sims Crawford, NACTT Secretary, Chapter 13 Trustee (Birmingham, AL)7:00 - 8:00Joe Smith BreakfastOldtown 2nd Floor7:00 - 8:00Non-Mortgage Committee MeetingOldtown 2nd Floor7:00 - 8:00Publication Committee Meeting7:00 - 8:00Breakfast with ExhibitorsChicago Ballroom 5th Floor8:00 - 12:30Registration/Information Desk Open7th Floor Registration Desk8:00 - 12:00NACTT Trustee/Academy Member Hospitality8:00 - 8:15Opening Remarks/AnnouncementsStreeterville 2nd FloorScottsdale 5th FloorGrand Ballroom 7th Floor8:15 - 9:45Proposed Official Chapter 13 Form PlanGrand Ballroom 7th Floorand Related Rule Changes. Status report and analysis.Moderator: Nancy Whaley, Chapter 13 Trustee for the Northern District of Georgia(Atlanta, GA)Honorable Eugene R. Wedoff, United States Bankruptcy Judge for theNorthern District of Illinois (Chicago, IL)Jon M. Waage, Chapter 13 Trustee for the Middle District of Florida, (Tampa, FL)Michael T. Bates, Senior Company Counsel, Wells Fargo Law Department(Des Moines, IA)

Agenda9:45 - 10:15BREAK with ExhibitorsChicago Ballroom 5th Floor10:15 - 11:15Evidence Issues in BankruptcyGrand Ballroom 7th FloorCases and Proceedings.Moderator: Lawrence R. Ahern III, Brown & Ahern (Brentwood, TN)Honorable Pamela Pepper, Chief Judge of the United States Bankruptcy Court forthe Eastern District of Wisconsin (Milwaukee, WI)Ronda J. Winnecour, Chapter 13 Trustee for the Western District of Pennsylvania(Pittsburgh, PA)11:15 - 12:15Judicial Roundtable.Grand Ballroom 7th FloorIssues getting the judges’ attention.Moderator: Andrea E. Celli, Chapter 13 Trustee for theNorthern District of New York (Albany, NY)Honorable C. Ray Mullins, Chief Judge of the United States Bankruptcy Court forthe Northern District of Georgia (Atlanta, GA)Honorable Brian D. Lynch, United States Bankruptcy Judgefor the Western District of Washington (Tacoma, WA)Honorable Cynthia A. Norton, United States Bankruptcy Judge for the WesternDistrict of Missouri (Kansas City, MO)AFTERNOON OFF – ENJOY THE CITYSaturday July 19, 2014Presiding Officer – Joyce Bradley Babin, NACTT Treasurer,Chapter 13 Trustee (Little Rock, AR)7:00 - 8:00Trustee Due Process Committee Meeting7:15 - 8:15Breakfast with Exhibitors8:00 - 3:00NACTT Trustee/Academy Member Hospitality8:00 - 5:00Registration/Information Desk Open8:15 - 8:30Welcome and Opening RemarksOldtown 2nd FloorChicago Ballroom 5th FloorScottsdale 5th Floor7th Floor Registration DeskGrand Ballroom 7th Floor8:30 - 10:00Chapter 13 Case Law Update.Grand Ballroom 7th FloorHonorable Keith M. Lundin, Chief Judge of the United States Bankruptcy Courtfor the Middle District of Tennessee (Nashville, TN)Honorable William Houston Brown, United States Bankruptcy Judge Retired(Thompson’s Station, TN)Henry E. Hildebrand, III, Chapter 13 Trustee for the Middle District of Tennessee(Nashville, TN)10:00 - 10:30BREAK with Exhibitors10:30 - 12:00Case Law Update (continued)12:00 - 1:30Lunch On Your OwnChicago Ballroom 5th FloorGrand Ballroom 7th Floor

Agenda1:30 - 2:30Your Choice:One of TWO Breakout Sessions Designed Specificallyfor General Attendees1) What is Post-Petition Debt?Grand Ballroom Salon II 7th FloorFactors in determination.Moderator: Adam M. Goodman, Chapter 13 Trustee for theNorthern District of Georgia (Atlanta, GA)Edward C. Boltz, President of the National Association ofConsumer Bankruptcy Attorneys, Law Offices of John T. Orcutt, PC (Durham, NC)Faye D. English, Reimer, Arnovitz, Chernek & Jeffrey Co., LPA (Solon, OH)2) Disposable Income.Grand Ballroom Salon III 7th FloorWhat is in and out, and good faith’s effect on determination.Moderator: Beverly M. Burden, Chapter 13 Trustee for theEastern District of Kentucky (Lexington, KY)Mark C. Leffler, Boleman Law Firm (Richmond, VA)Phyllis M. Jones, Lax, Vaughan, Fortson, Jones & Rowe, P.A., (Little Rock, AR)Alternative Track Designed Specificallyfor Staff of Trustee Offices2:30 - 3:00BREAK with Exhibitors3) Sex, Lies and Investigate ThisGrand Ballroom Salon I 7th FloorAn interactive session using video vignettes of a harassment situation. Theaudience will watch the HR representative deal with the initial complaint ofharassment and navigate through the investigation and resolution of the situation.The audience will use what they learned in Session 1 to resolve these issues.Andria Lure Ryan, Employment Attorney Partner, Fisher & Phillips, LLP(Atlanta, GA)Chicago Ballroom 5th Floor3:00 - 4:00Your Choice:One of Two Breakout Sessions Designed Specificallyfor General Attendees1) Mortgage Case Update,Grand Ballroom Salon III 7th FloorIncluding Results of Rule 3002 Amendment.Moderator: O. Byron Meredith, Chapter 13 Trustee for theSouthern District of Georgia (Savannah, GA)Marcy J. Ford, Partner, Trott & Trott, P.C. (Farmington Hills, MI)John Rao, National Consumer Law Center (Boston, MA)2) Notice Jeopardy: A workshop.Grand Ballroom Salon II 7th FloorModerator: Timothy H. Ivy, Sr., Chapter 13 Trustee for theWestern District of Tennessee (Jackson, TN)Honorable Cynthia A. Norton, United States Bankruptcy Judgefor the Western District of Missouri (Kansas City, MO)Denise E. Carlon, Zucker, Goldberg & Ackerman (Mountainside, NJ)Alternative Track Designed Specificallyfor Staff of Trustee Offices3) Teambuilding.Grand Ballroom Salon I 7th FloorNaliko Markel, Systems & Modified Plans Managerfor the Office of Chapter 13 Trustee Wayne R. Godare (Portland, OR)Tina Erickson, Director of Operations for the Officeof the Chapter 13 Trustee Douglas B. Kiel (Denver, CO)

AgendaKristyn L. Sinn, Controller for the Office of Chapter 13 Trustee Mary B. Grossman(Milwaukee, WI)4:05 - 5:05Your Choice:One of Two Breakout Sessions Designed Specificallyfor General AttendeesAlternative Track Designed Specificallyfor Staff of Trustee Offices1) Student Loan Debt.Grand Ballroom Salon III 7th FloorTreatment in plans and how § 523(a)(8) litigation works.Moderator: Jeffrey M. Kellner, Chapter 13 Trustee for theSouthern District of Ohio (Dayton, OH)O.C. “Rusty” Sparks, O.C. “Rusty” Sparks, P.A. (Little Rock, AR)Professor Susan E. Hauser, North Carolina Central University School of Law(Durham, N.C.)2) Same-Sex Couples as Debtors.Grand Ballroom Salon II 7th FloorWhere did the Supreme Court take us?Moderator: Martha G. Bronitsky, Chapter 13 Trustee for theNorthern District of California (Hayward, CA)Professor Jackie Gardina, Vice Dean of Faculty and Professor of Law,Vermont Law School (South Royalton, VT)Sally J. Elkington, Elkington Law (Oakland, CA)3) How to Communicate withGrand Ballroom Salon I 7th Floorthe Public and Keep Your Job.Dealing with debtors, creditors, and debtors’ counsel.Naliko Markel, Systems & Modified Plans Managerfor the Office of Chapter 13 Trustee Wayne R. Godare (Portland, OR)Tina Erickson, Director of Operations for the Office of the Chapter 13 TrusteeDouglas B. Kiel (Denver, CO)Kristyn Sinn, Controller for the Office of Chapter 13 Trustee Mary B. Grossman(Milwaukee, WI)7:00 - 10:00Final Night ReceptionChicago Ballroom 5th FloorCLE Desk will close on Saturday, July 19th at 5:30 PM« NEW CLE Policy »NACTT will be responsible for the following regarding CLE:NACTT will apply for CLE in each state with registered attendees.NACTT will pay the application fee (if applicable) for each state as required.NACTT will file all CLE for attendees that submit the uniform certificate on-site.NACTT will not file CLE for self-reporting states.Attorneys will be responsible for thefollowing regarding CLE: Attorneys that are required, by state, to sign in/out daily will be responsiblefor checking in at the CLE registration desk daily. Attorneys that fail to submit their uniform certificate on-site will only have 30 daysto submit the uniform certificate to NACTT for filing. After this 30 day periodthe attorney will be responsible for filing their own CLE directly. Attorneys will be responsible for all fees associated with credit hours on-site(excluding the initial application fee).All checks must be written to NACTT for NACTT to file for CLE.Attorneys will be responsible for filing CLE in self-reporting states.

for Chapter 13 Trustee Jeffrey M. Kellner (Dayton, OH) Stephanie Nichols, Controller for Chapter 13 Trustee David P. Cusick (Sacramento, CA) Alternative Track Designed Specifically for Attorneys Who Represent Trustees 5) Maximizing Chapter 13 Software. Marriott Ballroom 4th Floor A discussion with the vendors.