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Winning in Turbulent TimesTMA MidAmerica Regional ConferenceSeptember 11-12, 2008Oak Brook Hills Marriott ResortOak Brook Hills, ILThis second annual event will includemembers and guests of the Chicago,Upper Midwest, Ohio, Detroit andMissouri chapters of the TMA.Second AnnualMidAmericaRegional Conference
TMA MidAmerica Regional Conference 2008What a way to kick off the Fall Season of marketing, business development, conferences and overallgreat TMA action! We are ecstatic about our lineup at the Second Annual TMA MidAmerica RegionalConference: Winning in Turbulent Times.Challenges for lenders, consultants, attorneys, investors and intermediaries are greater than they havebeen in decades. We think this event will, in part, provide a roadmap on how to win in these difficult times.Check this out.Concurrent panel sessions run back to back in the morning:Joe FobbeConference ChairHow to be a Restructuring Rainmaker—Who’s more qualified to lead a discussion of leading turnaroundprofessionals than 30-year asset-based lending executive Mike Sharkey? We’ll hear from three leadingpractitioners in the Midwest who have built successful turnaround firms on how to build sustainable dealflow. They will also discuss current trends and how this downturn differs from the last.Industry Watch—Check out the bios of these panelists! Want to know what the status of the real estate andautomotive markets are? Check this out. Want to know what current trends are and what industries are on the brink? Check thisout. Pat O’Keefe brings his broad industry and workout experience to the leadership of this panel.International Challenges and Opportunities—Looking to get a comprehensive International “playbook” as a practitioner,lender, advisor or other intermediary? Find out what the do’s and don’t’s are for a practitioner, get a handle on current legaldevelopments, find out where the opportunities are, and hear what trends are dominating the headlines. Our panel of expertswill give you the right insight. This is a must-see panel being led by Michael Knight of Alliance Management in Minneapolis.And then.a stand-alone afternoon session:Capital Markets Update—don’t miss the opportunity to get one of the first post-summer updates on Capital Marketsdevelopments. This panel is loaded with four different perspectives: Private Equity, Junior Capital, Senior debt, and InvestmentBank. Andrew Petryk of Brown Gibbons Lang & Company will lead this panel which includes Marty McKinley of Wells FargoBusiness Credit, John Hatherly of Wynnchurch Capital and John Brignola of LBC Credit Partners.And that’s not all:Special Guest Speakers—Herb Cohen, Master Negotiator and Crisis Manager, and Don Reynolds, Real World Economist, Futuristand expert on International Events will visit with us at breakfast and lunch, respectively, on Friday.Fantastic Golf, reception, and dinner on Thursday—Remember, golf is a separate fee, and ALL conference attendees areinvited to the Thursday reception and dinner.Sponsors—Check out the back page. The professionals at these firms are the people you will have an opportunity to networkwith! We thank them for their support.Special thanks to Morris Anderson, Wells Fargo Business Credit, Arthur D. Little, and Levenfeld Pearlstein, this year’s Platinumsponsors as of this writing.Space is limited to the first 300 attendees. Don’t miss us on September 11-12. See you in Oakbrook Hills.Joe FobbeManaging Director, Regions Business CapitalConference ChairNew in 2008 for Spouses & Guests of Conference Attendees:“Personal Shopping Excursion at Nordstrom”Enjoy a day shopping at one of the most beautiful outdoor malls in the Midwest—theOak Brook Shopping Center—while your significant other golfs the day away. Yourexcursion includes shuttle transportation to/from the hotel and the mall, a short seminaron what is the “new look” for fall 2008, the key pieces you need to mix and match whilemaximizing your wardrobe, plus a “lite” lunch buffet to keep you fueled as you shopand enjoy the day.After the workshop, your Personal Shopper, Pam Costa of Nordstrom, will work witheach attendee to assist them in selecting items. There is no obligation to purchase anyitems but there is an obligation to have some fun!The cost is 25 per person ( 35 for guests of non-members). Participants will depart the hotel at 10 a.m. and depart themall at 4:30 p.m. so you return in time for the evening cocktail reception and dinner that begin at 6:30 p.m.
AgendaThursday, September 11, 2008Agenda Highlights9:00 a.m. 6:00 p.m.Registration Desk Open1:00 p.m.Golf Outing—Shotgun Start6:30 p.m.Opening Receptionall conference attendees8:00 p.m.Conference Dinner7:00 a.m. 10:00 a.m.Registration Desk Open7:30 a.m.Breakfast with KeynoteSpeaker Herb Cohen9:00 a.m.Concurrent Breakout Sessions (3)*10:15 a.m.Break10:30 a.m.Concurrent Breakout Sessions (3)*11:30 a.m.Luncheon with Keynote SpeakerDon Reynolds1:00 p.m.Capital Markets Panel2:30 p.m.AdjournConcurrent panel topics include:Not As Easy As it Looks:Making Rain in a TyphoonModerator: Mike Sharkey,Past President & Chairman of the CFAIndustry WatchModerator: Pat O’Keefe,O’Keefe & AssociatesFriday, September 12, 2008International Challenges,Risks and Opportunitiesfor Middle Market CompaniesModerator: Mike Knight,Alliance Management, Inc.Closing panel:Navigating the Storm:A Capital Markets UpdateModerator: Andrew Petryk,Brown Gibbons Lang & Company*Attendees will ultimately attend two out of the three panel optionsKeynote SpeakersHerb CohenFor more than three decades, Herb Cohen has beena practicing negotiator, intimately enmeshed insome of the world’s headline dramas, from hostiletakeovers to hostage negotiations. His clients haveincluded business executives, entrepreneurs, sportsand theatrical agents plus large corporations as wellas governmental agencies, such as The Departmentof State, F.B.I., C.I.A., The U. S. Conference of Mayorsand The U.S. Department of Justice.While serving as an adviser to Presidents Carter andReagan on combating terrorism, he was embroiled in the IranianHostage Crisis and credited with helping to shape the government’sresponse to the skyjacking of TWA Flight 847 and the seizure of theAchille Lauro. More recently, his input and advice has been sought bythe White House on a myriad of problems such as The Gulf Crisis, Theseizure of the Japanese Embassy in Lima, Peru, and The Camp DavidMideast Peace Talks.Unlike many theorists, he was actively involved in the negotiations thatsettled both the NFL Football Player’s Strike and the General MotorsChevymobile Litigation and also participated in the START Arms ControlNegotiations with the Soviet Union.As a result of his extensive practical experience and uniquepresentation style, Mr. Cohen is internationally renowned as someonewho can articulate and explain complex events so that people areboth informed and entertained.He is the author of You Can Negotiate Anything, which was on The NewYork Times Bestseller List for almost a year and has been translated into26 languages. Finally, after two decades, his latest book, Negotiate This!By Caring But Not T-H-A-T Much, was published by Warner Books in 2003.Herb’s secret passions are planting trees, bungee jumping andcollecting hockey pucks.Don Reynolds is a real world economist, a futurist,an expert on international events, a covetedspeaker and an honored educator.Don’s prominence as a forecaster began withhis “astonishingly accurate” predictions on oilprices for the Texas State Legislature. He thenserved 11 years as Chairman of the InvestmentAdvisory Board of a 22 Billion trust fund and wasDon Reynoldsappointed by George W. Bush as Pension BoardChairman with oversight of 100 billion in investments.As a futurist, Don has developed the nation’s first graduatebusiness course on the 21st Century. He believes that TectonicPlates of Change are controlled by long-term trends ofglobalization, demographics and technology but that linearprojects are frequently disrupted by external events varying fromhuman creativity to irrational behavior to natural disasters.His international experience crosses the globe. He has lived 14years overseas, visited over 50 countries, has lectured on FreeMarket Systems at the University of Moscow, spoken about theGlobal Economy for the Saudi Arabian Central Bank, keynotedthe Australian IT Summit, spoken for the US Department ofCommerce—and the list goes on.He has given over 800 speeches professionally in 46 states and 14countries. Before becoming an economist, he attended collegeon a debate scholarship and has won numerous public speakingawards. He has been described as “charismatic, motivational, andthe consummate infotainer,” known for his spontaneous humor,audience interaction and rapid-fire Q&A.
The Players*Concurrent Panel #1: Not As Easy As it Looks: Making Rain in a TyphoonMichael Sharkey (Moderator), Executive Vice President & President, Cole Taylor Asset Based Lending, Chicago, ILMr. Sharkey is an asset based lending industry executive with experience as CEO of an 11 billion commercial finance company. Heis also Past President and Chairman of the Commercial Finance Association.Kevin Cleary, Managing Partner, Fort Dearborn Partners, Chicago, ILMr. Cleary founded Fort Dearborn Partners in 1990. He has extensive experience in delivering strategic planning services to growingand financially troubled companies. Mr. Cleary has served as lead partner in over 100 successful turnarounds of financially troubledcompanies in a variety of industries.Dan Dooley, Principal, Morris-Anderson & Associates, Chicago, ILMr. Dooley oversees the operations of Morris-Anderson. He has successfully managed projects and assumed interim managementpositions as CRO, CEO, COO and CFO for publicly and privately owned companies in the manufacturing, distribution and servicesectors. He has had hands-on experience in dozens of industries.Andy Rolfe, Founder and Managing Director, The Keystone Group, Chicago, ILKeystone is a management consulting firm focused on middle market companies in a broad base of industries. The firm’s servicesinclude operational turnaround, strategy and operations, and M&A. Mr. Rolfe is responsible for leading the firm’s strategy, marketing,and profit improvement efforts. His client base includes a combination of Fortune 500 manufacturers and privately-held companies.Concurrent Panel #2: Industry WatchPat O’Keefe (Moderator), Founder and Managing Member, O’Keefe & Associates, Detroit, MIFor over 25 years, Mr. O’Keefe has been active as a financial consultant and turnaround advisor to under-performing businessesin various industries including, retail, construction, automotive, manufacturing, and real estate, and has successfully completedassignments in out-of-court and chapter 11 restructurings. He is a past-president of the Detroit Chapter of the TMA.Nicholas A. Franke, JD, MBA, Managing Partner, Spencer Fane Britt & Browne LLP, St. Louis, MOMr. Franke is Immediate-Past President of the Missouri Chapter of the TMA. He has 19 years of commercial bankruptcy experienceand limits his practice to insolvency matters as a partner in the Financial Services Group.Kim Korth, Founder, Owner, and President, IRN, Inc., an automotive industry consulting group based in Grand Rapids, MIMs. Korth’s work has centered on helping suppliers understand the dynamics and structure of their industry, and how they shouldposition themselves to compete in an increasingly volatile worldwide market. Consistently ranked one of the top speakers in theindustry, her views on middle market manufacturers are frequently quoted in major publications.Edsel Charles, Founder and Chairman of the Board, MarketGraphics, Nashville, TNAfter building over 100 million of new single family homes during the late 70s and 80s, Mr. Charles started MarketGraphics in 1988.The company has grown to be one of the largest new home research companies of its type in the United States. MarketGraphicsclients include builders, developers, banks, utility companies, Realtors, appraisers and city governments.Concurrent Panel #3: International Challenges, Risks and Opportunities for Middle Market CompaniesMichael Knight (Moderator), Founder and President, Alliance Management, Minneapolis, MNMr. Knight has served as a business consultant, interim manager, court-appointed receiver and CEO of troubled and emergingcompanies. He has extensive experience in organizational restructuring, benchmarking to best practices, organizational flowanalysis, developing and implementing comprehensive cost control and efficiency efforts, strategic business planning and complexbusiness transactions.Jon Anderson, Partner-in-Charge of the Shanghai, China, office, Lake Pointe Partners, LLCMr. Anderson is a seasoned business executive and consultant with over 30 years of experience working with fast growth, industryleading pubilc and private companies. He has country experience in Japan, Korea, Hong Kong, Singapore, Mexico, England,Switzerland, Belgium, Holland and Germany. He resides in Shanghai, China.Closing Panel: Navigating the Storm: A Capital Markets UpdateAndrew Petryk (Moderator), Managing Director & Principal, Brown Gibbons Lang & Company, Cleveland, OHMr. Petryk has significant transaction experience with companies in a broad range of industries, including niche manufacturing,distribution, and business services throughout the U.S. and abroad. In addition, he has successfully completed financingengagements for both public and private companies.John A. Hatherly, Founding Partner of Wynnchurch Capital, Chicago, ILWynnchurch is a value-oriented, operationally focused private equity firm investing throughout the U.S. and Canada. The firm’sequity investments are from 5 to 75 million and the types of transactions executed include management and leveraged buyouts,restructurings, turnarounds, corporate spin-offs and divestitures, growth capital, recapitalizations and acquisitions.John Brignola, Co-founder, LBC Credit Partners, Philadelphia, PAMr. Brignola has 20 years of senior debt, junior debt and special situations investing experience with the past seven years dedicatedto the second lien and special situations loan market. Since 1999 Mr. Brignola has a successful track record of nearly 1 billion injunior capital and special situations investments and his financing experience ranges from M&A activity through complex debtrestructurings. Mr. Brignola is widely recognized as an influential leader in the junior debt market.Martin McKinley, President, Wells Fargo Business Credit, Minneapolis, MNAs President of Wells Fargo Business Credit, Mr. McKinley manages and directs strategy with total asset-based credit commitmentsreaching 6.5 billion and an annual accounts receivable financing volume in excess of 3.5 billion. McKinley brings more than30 years of industry experience to the table. As a past president and chairman of the TMA, McKinley was the first recipient of theorganization’s Chairman’s Award, which is given for outstanding leadership in fostering the stature of the corporate renewal industryand the TMA.*Committed panelists to date
Registration & Hotel InformationThis registration fee includes the full-dayconference, a continental breakfast,lunch, all breaks and the networkingreception and dinner on Thursday.Registered attendees will receive aname badge at the conference thatmust be worn for admittance into theseminar and networking reception.The member registration fee is forcurrent, active TMA mebers only.Please note that TMA membership ison an individual basis.Registration can be completed inone of three ways:MailSimply mail your registration formand payment to:TMA Chicago/Midwest ChapterChristine GlatzP.O. Box 33Frankfort, IL 60423FaxFax the completed registration formalong with your credit card paymentinformation to:TMA Chicago/Midwest Chapter(815) 469-1901Attn: Christine GlatzOnlineTo register online, simply visit thechapter’s Web site atwww.chicago.turnaround.org.ALL REGISTRATIONS MUST BE RECEIVEDBY September 4, 2008.Registered attendees will receivewritten confirmation of theirregistration via email. If you do notreceive a confirmation notice withinfive business days of sending yourregistration, please contact ChristineGlatz at (815) 469-2935. On-siteregistrations will be taken on a spaceavailable basis only; an additional 25on-site registration fee will be applied.Cancellation PolicyA full refund will be issued if notificationof cancellation is submitted in writing(email is acceptable) by end ofbusiness, August 25, 2008. After thatdate, refunds will not be issued;however, substitutions are allowed.Please contact the Chicago/MidwestChapter office at (815) 469-2935 or viaemail at cglatz@managementservices.orgto advise of a cancellation or change inattendee.Business casual attire appropriate.Please reproduce this form for each registrant.Please note: To participate in the golf outing, you must be a paid conference attendee;you cannot register for golf only.On or before 08/25/08Member RateConferenceq 165Golf Tournamentq 150Spouse Rateq 50Personal Shopping Excursion q 25Non-Member Rateq 195q 175q 60q 35Total:After 08/25/08ConferenceGolf TournamentSpouse RatePersonal Shopping Excursionqqqq 190 175 50 25qqqq 220 200 60 35Total:Full NameName as it is to appear on BadgeSpouse/Guest nameCompanyAddressCityStatePhoneFaxZipEmailMail or fax complete registration form to:Turnaround Management AssociationChristine GlatzP.O. Box 33, Frankfort, IL 60423Fax (815) 469-1901Payment:q Check enclosed(payable in U.S. funds to TMA Chicago/Midwest Chapter)q Please charge my:q Visaq MasterCardqAmerican ExpressCredit Card NumberExpiration DateTotal Amount PaidSignatureSpecial Needs & Dietary RestrictionsContinuing education credits for CTPs, legal and accounting professionals are pending.Please note that online registration is available with a major credit card (Visa, MasterCard or American Express).Visit www.chicago.turnaround.org to register electronically.Hotel InformationOak Brook Hills Marriott Resort Room Reservations: Contact the Oak Brook Hills MarriottResort by calling 630-850-5555 and reference the Turnaround Management Association.The conference rate is 139 plus tax. This rate expires on August 20, 2008.
Thank You to Our Conference SponsorsPlatinum SponsorsGold SponsorsBank of America Business CapitalBuccino & Associates, Inc.Chase Business CreditConway, MacKenzie & DunleavyFirst Business Capital CorporationFort Dearborn PartnersThe Hilco OrganizationHuron Consulting GroupLake Pointe Partners LLCMcDonald Hopkins LLCPNC Business CreditRegions Business CapitalEvent SponsorsAbrams and Jossel Consulting AccuVal Associates Alliance Management Amherst PartnersBank of America Business Capital Brown Gibbons Lang CIT National Restructuring Group Cole Taylor Asset Based LendingConcord Financial Advisors 1stWEST Gordon Brothers Group Gould & Ratner LLP Great American GroupHRH of Chicagoland LBC Credit Partners M&I Business Credit Melville Capital Much Shelist O’Keefe & AssociatesSmith Bridges & Associates Superior Capital Partners LLC Taft Stettinius & Hollister LLP Tatum LLCTownsend Search Group Tranzon Asset Advisors Wynnchurch CapitalSponsorship opportunites still available. Please call the Chicago/Midwest TMA office at (815) 469-2935.Christine Glatz, Chapter AdministratorTMA Chicago/MidwestP.O. Box 33Frankfort, Illinois 60423(815) 469-2935 Fax (815) 469-1901Email: cglatz@managementservices.orgRegistration Deadline: September 4, 2008
Special Guest Speakers—Herb Cohen, Master Negotiator and Crisis Manager, and Don Reynolds, Real World Economist, Futurist . Negotiate This! By Caring But Not T-H-A-T Much, was published by Warner Books in 2003. Herb's secret passions are planting trees, bungee jumping and collecting hockey pucks. Herb Cohen Thursday, September 11, 2008
