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NACTT 2014 Staff Symposia SeriesSUN, SAND, SURF and SUPER SESSIONS– Staff Symposia 2014 – Priceless(Please complete a separate form for each attendee.)Attendee’s Name:(Please print name to appear on name tag.)Office Position:Trustee’s Name:Address:City, State, Zip Code:Participant’s Email Address:Office Contact Name, Telephone, Email Address:Emergency Contact and Telephone:.In the following sections, please check your session choices. Choose only one per section.Evening Prior to Symposium:Day 1:Registration and Opening Reception: 5:30 p.m. to 7:00 p.m.Registration and Breakfast: 7:30 a.m. to 8:45 a.m.Lunch (Provided): 12:00 noon to 1:30 p.m.Breaks: 15 minutes each between Sessions 1 and 2 and Sessions 3 and 4.Session 1 (8:45 - 10:15):Foundation: “BK BASIKS”Introduction to Bankruptcy(Tampa Only) IT: Introduction - TheIT Track and The Dos and Don’ts for theChapter 13 IT ManagerLeadership: Leadership 101Office Managers/Controllers:Employee Benefit Package Options(Las Vegas Only) Inspire to Achieve:You Can’t Make Me Change Anything,but My Underwear!(Las Vegas Only) Staff Attorney: The TrusteeSession 2 (10:30 - 12:00):Foundation: “ how me the Money!”The Path to Confirmation/Pre-Confirmation Focus(Tampa Only) IT: Exploration – Tour theChapter 13 Trustee’s IT SystemLeadership: Drive – The Surprising TruthWhat Motivates Us About(Las Vegas Only) Inspire to Achieve:How Your Own Financial Management CanAffect Your Productivity at WorkOffice Managers/Controllers: Payment/ReturnedDisbursement Check Handling Procedures(Las Vegas Only) Staff Attorney:Protecting the Trustee and Misc Topics
NACTT 2014 Staff Symposia Series - Registration (continued)Session 3 (1:30 - 3:00):Foundation: Hocus Pocus PostConfirmation Focus(Tampa Only) IT: Disaster Recovery Virtually GuaranteedLeadership: Office Politics(Las Vegas Only) Inspire to Achieve: Don’tGobble the Marshmallow Ever: TheOffice Managers/Controllers: “I’ve got your Back”Statement of Work and UST Trustee EvaluationSecret to Sweet Success in Times of Change(Las Vegas Only) Staff Attorney:Plan Confirmation – Part 1Session 4 (3:15 - 4:45):Foundation: Claims You’re It!(Tampa Only) IT: Two Factor AuthenticationLeadership: The 7 Habits of Highly EffectivePeople – Powerful Lessons in Personal Change(Las Vegas Only) Inspire to Achieve:Financial Fun and Practical ApplicationOffice Managers/Controllers: Audit Prep Made Easy(Las Vegas Only) Staff Attorney:Plan Confirmation – Part 2Day 2:Breakfast: 7:30 a.m. to 8:30 a.m.Break: 15 minutes between Sessions 1 and 2.Session 5 (8:30 - 10:00):Foundation: Organized Reorganization Overview of Previous SessionsLeadership: ProcrastinationOffice Managers/Controllers: Preventative“Trouble Shooting” Techniques(Tampa Only) IT: Protocol Potpourri(Las Vegas Only) Inspire to Achieve: Loans,Credit & Me Oh My!(Las Vegas Only) Staff Attorney: DiscoverySession 6 (10:15 - 11:45):Foundation: Trustee Panel(Tampa Only) IT: Strategies for Maximizingyour Plan-bring your QuestionsLeadership: Emotional IntelligenceOffice Managers/Controllers: Cross-Training/Continuing Education from Office Manager toMail Clerk: Why? Where? When? Why?Adjournment: 11:45 a.m.(Las Vegas Only) Inspire to Achieve: BuyerBeware-Fraud, Scams and Schemes(Las Vegas Only) Staff Attorney: Creditors
NACTT 2014 Staff Symposia Series - Dates and LocationsPlease check the symposium location you will be attending. Contact the hotels directly to make your hotelreservations. Advise the hotel that you are part of the NACTT Staff Symposium.Las Vegas, NevadaMarch 6 and 7, 2014Classes: Thursday and FridayReception: Wednesday, March 5, 2014Registration Deadline: February 3, 2014The Cosmopolitan of Las Vegas3708 Las Vegas Blvd SouthLas Vegas, NV 89109(702) 698-7000 or Passkey On-lineRoom Rate: 169 per nightReservations Deadline: February 3, 2014Tampa, FloridaApril 16 and 17, 2014Classes: Wednesday and ThursdayReception: Tuesday, April 15, 2014Registration Deadline: March 26, 2014Tampa Marriott Waterside Hotel & Marina700 S. Florida AvenueTampa, FL 33602(813) 221-4900 or Passkey On-lineRoom Rate: 169 per nightReservations Deadline: March 26, 2014Registration Fees 350 (advance registration) to attend both days of the Symposium. Includes breakfast on both days and lunch on thefirst day. Fee is based on registration prior to the deadlines listed above.Please check mark the box to the right if you have pre-paid with FY’13 funds: 400 (late registration) to attend both days of the Symposium. This will include breakfast on both days and lunch onthe first day. This price is based on registration after the deadlines listed above.Method of PaymentCheck (preferred*)MasterCardVisaAmerican Express(*Please pay by check if possible - the NACTT has to pay a fee to use MasterCard, Visa, and American Express)Card Number: Expiration Date: Security Code:Signature: Print Name:Address:City, State, and Zip Code:***For Staff Attorney Registration Only: List any state you plan to apply for CLE:***Please complete all pages of the registration form and submit one registration per attendee by:Email: courtney@jee.com or Fax: 1-803-765-0860 or Mail: NACTT, 1 Windsor Cove, Suite 305, Columbia, SC 29223ATTENDEES SHOULD KEEP A COPY OF THIS FORM TO BRING WITH THEM TO THE SYMPOSIUM.Advance registration is required for all attendees. There are no provisions for parties traveling with attendees.REFUND POLICY: Paid Registrations may be transferred to another city. NO REFUNDS after March 1st
NACTT 2014 Staff Symposia SeriesSUN, SAND, SURF and SUPER SESSIONS– Staff Symposia 2014 – PricelessFoundationFoundation is designed for employees with limited experience who are seeking energetic, interactive insightinto the Chapter 13 world. Bankruptcy with a BANG! Facilitated by Sarah Camp (Office of Mary Ida Townson –Atlanta, GA), Martinique Wood (Office of Dan Brunner – Spokane, WA) and Carrie Vasquez (Office of Mary K.Viegelahn – San Antonio, TX)Session 1 ‐ “Bk Basiks”In session 1 we’ll begin with a general overview of the Trustee operation including conversation about thehistory of Bankruptcy, the role of the US Trustee and UST Handbook, and the Trustee pledge. Let’s startwith the “basiks” and get a really good FOUNDATION!Session 2 – “ how me the Money!”The path to Confirmation will guide us through a 341 Meeting, the receipt and disbursement process, thecalculation of the trustee fee, the importance of it, and more. It’s all about distribution in session 2; helpme help you.Session 3 – “Hocus Pocus Post‐Conf Focus”Now that we’ve gone over the river and through the woods to get a great FOUNDATION, let’s make somemagic!! During session 3 we’ll conquer tax refunds, audits, feasibility issues, the recovery of mis‐directedfunds, and case closing procedures.Session 4 – Claims. you’re it!Late claims, duplicate claims, mortgage claims, oh my; in session 4 we’ll focus on the real‐world claimsscenarios that we deal with every day.Session 5 – “Organized Reorganization”In session 5 we’ll take a look at the big picture, formulate the concepts that were explored in earliersessions, answer any unsolved mysteries of the Ch. 13 world, and provide additional tools and resourcesfor you to take back for use in your own office.Session 6 – Trustee PanelHave you ever sat at your desk and wondered “WHY”? Well, here’s your chance!!! Write it down,anonymously, if you’d like, and put 3 (count ‘em – 3) Trustees on the spot to answer. Now how manyopportunities will you get to do that?
NACTT 2014 Staff Symposia SeriesSUN, SAND, SURF and SUPER SESSIONS– Staff Symposia 2014 – PricelessLeadershipDesigned for Employees with All Levels of Experience Facilitated by Kristyn Sinn (Office of Mary B. Grossman –Milwaukee, WI), Naliko Markel (Office of Wayne Godare – Portland, OR) and Tina Lambert (Office of Doug Kiel– Denver, CO)Session 1: Leadership 101Presented By: Kristyn SinnLeadership is not as complicated as many people make it. Leadership is about the ability to influence others,make connections, and develop on a personal level. Anyone can learn leadership and continue to improvetheir leadership skills. Discover the phases in leadership development, factors affecting leadership growth,levels of leadership & influence.Presented By: Naliko MarkelSession 2: Drive – The Surprising Truth About What Motivates UsExposing the mismatch between what science knows and what business does – and how that affects everyaspect of life. This session will examine the three elements of true motivation – autonomy, mastery, andpurpose – and will offer techniques for putting these into action.Session 3: Office PoliticsPresented By: Tina LambertIt’s a pervasive thing in the work place and often has a negative connotation. In its simplest form, though,office politics is about the differences amongst people at work. Differences in opinion and conflicts of interestare often manifested as office politics and it all boils down to communication and relationships. Discover howto get to win‐win outcomes if you find yourself enmeshed in office politics.Session 4: The 7 Habits of Highly Effective PeoplePresented By: Naliko Markel– Powerful Lessons in Personal ChangeA principle‐centered approach for solving personal and professional problems, this session will provide a step‐by‐step pathway for living with fairness, integrity, honesty, and human dignity – principles that give us thesecurity to adapt to change and the wisdom and power to take advantage of the opportunities that changecreates.Presented By: Kristyn SinnSession 5: ProcrastinationMost people procrastinate for a variety of reasons depending on the situation and task. We may avoid doingsomething because we don’t know where to start, we fear failure, we procrastinate to make a point, or wejust don’t have enough time. This session will help identify why we procrastinate, types of procrastination,and tips for reducing procrastination (and stress). This will be an interactive session and participation isencouraged. Participants will be emailed a short self‐evaluation to complete prior to the Staff Symposium.Session 6: Emotional IntelligencePresented By: Tina LambertEmotional Intelligence is the ability to identify, use, understand and manage emotions in positive ways torelieve stress, communicate effectively, empathize with others, overcome challenges and defuse conflict. Itaffects your performance at work, your physical health, your mental health and your relationships. Discoverthe ability to develop your emotional intelligence through several key skills.
NACTT 2014 Staff Symposia SeriesSUN, SAND, SURF and SUPER SESSIONS– Staff Symposia 2014 – PricelessOffice Managers/ControllersDesigned for Office Managers and Controllers Facilitated by Kathy Davis (Office of Robert B. Wilson – Lubbock,TX), Stephanie Nichols (Office of David Cusick – Sacramento, CA) and Michelle Eads (Office of Jeff Kellner –Dayton, OH)Session 1: Employee Benefit Package OptionsPresented By: Michelle EadsIncluding information on Affordable Care Act‐national and state exchangesSession 2: Payment/Returned Disbursement Check HandlingProcedures RoundtableProcesses for the “every day” and the “Are you kidding me?” issues.Presented By: Stephanie NicholsSession 3: “I’ve got your Back!” ‐ Statement of Work and USTTrustee EvaluationReview and discussion of both documentsPresented By: Kathy DavisSession 4: Audit Prep Made EasyPresented By: Stephanie NicholsDiscussion of year round preparation including analysis of the IC Matrix.Session 5: Preventative “Trouble shooting” techniquesReview of procedures, “Red Flag” reports and Exception reportsPresented By: Michelle EadsSession 6: Cross‐training/Continuing Education fromOffice Manager to Mail Clerk Why? Where? When? Why?Presented By: Kathy Davis
NACTT 2014 Staff Symposia SeriesSUN, SAND, SURF and SUPER SESSIONS– Staff Symposia 2014 – PricelessIT Track (Tampa Only)Designed for IT Managers Facilitated by Tom O’Hern (STACS, Project Manager ICF Jacob & SundstromInternational – Baltimore, MD), Dan Gibbs (Gibbs Consulting & Training Services – Peachtree City, GA) and BillGuelker (Office of Jack LaBarge – St. Louis, MO)Session 1: INTRODUCTION ‐ The IT Track and The Dos and Don’ts for the Chapter 13 IT ManagerWhat this track is about and your role in the office.Handbook requirements and friendly suggestions for staff in the Role of System Administration.Keeper of the Knowledge, Internal Controls and the Duty to ReportRemote Access, Encrypted Drives, Password Changes and moreSession 2: EXPLORATION ‐ Tour the Chapter 13 Trustee’s IT system.An overview covering the basics from hardware and connectivity to system administrationchecklists.What is that called, why do I need it, what do I do with it and requirements to keep it secure?Tools to monitor and secure your network and baseline checklists.Session 3: DISASTER RECOVERY – Virtually Guaranteed?Online Backups & Other Alternatives to TapeVirtual Server Planning & RecoverySession 4: TWO FACTOR AUTHENTICATIONPractical Solutions, the Handbook requirement and Security ConcernsSession 5: PROTOCAL POTPOURRIWhere the cloud ends and security beginsWhat you invite into your network via drop box, email, imports & more.Session 6: LAST MINUTE LEFTOVERS and Questions & AnswersAdditional resources available to the system administratorPreviously unanswered questionsTopics suggested by attendees
NACTT 2014 Staff Symposia SeriesSUN, SAND, SURF and SUPER SESSIONS– Staff Symposia 2014 – PricelessINSPIRE TO ACHIEVE (Las Vegas Only)Designed for Employees with All Levels of Experience and Debtor EducatorsFacilitated by Amy Tate‐Almy (Office of Tim Truman and Office of Pam Bassel – Fort Worth, Texas), KathleenMills and Consuelo Gerhardt (Office of Frank M Pees – Columbus, Ohio), Scott Kehiaian (Office of Jody Troxler,Office of Kathryn Bringle and Office of Richard Hutson II – North Carolina)Session 1: Inspire to Achieve: Anne Barab, You Can’t Make Me Change Anything, but My Underwear!Anne Barab, the Joy Whisperer , specializes in helping people fall back in love with their career and their life.She busted the glass ceiling to become the first female Chief Operating Officer of a 1.5 billion dollar mortgagebank. A recovering Politician, she served her community as an elected official for 3 terms. Now she teachespeople how to transform their lives using her proven Fall Back in Love Formula. But her greatest claim tofame is being married for 42 long years to the same adorable engineer, having 3 successful kids and 4grandkids that are not currently in jail, and being voted Best Smelling Mom by her son’s first grade class.Session 2: Inspire to Achieve: How Your Own Financial Management Can Affect Your Productivity at WorkLearn how financial literacy affects productivity in the work place. This session is geared to help the individualattendee create a personal budget, set personal goals, realize the importance of effective familycommunication and personal decision‐making.Session 3: Inspire to Achieve: Joachim de Posada, Don t Gobble the Marshmallow Ever: The Secret to SweetSuccess in Times of ChangeDr. Joachim de Posada is an international motivational speaker who has appeared in over 60 countries. Dr. dePosada holds a Doctorate degree in Psychology from World University. He served as Director of the LearningSystems Division of Xerox Corporation where he helped develop some of the most successful sales trainingmethods in the country. Dr. de Posada also served as an adjunct professor at the University of Miami from1988 to 2009 and has been a consultant in Sports Psychology for the NBA’s Milwaukee Bucks, the Los AngelesLakers and the New Jersey Nets.As a lifelong student of human behavior, Dr. de Posada became interested in the Stanford marshmallowexperiment which predicted success on the ability of the individual to delay gratification. He wrote his bestseller, Don’t Eat the Marshmallow Yet!: The Secret to Sweet Success in Work and Life, as a result of that study.Session 4: Inspire to Achieve: Financial Fun and Practical ApplicationDiscover websites, apps, coupons, and other resources to help maximize your spending dollar. Participate inhands on activities you can use in the real world. Come and discern what drives your financial decisions in thisfun and entertaining session.Session 5: Inspire to Achieve: Loans, Credit & Me .Oh My!Learn the ins & outs of credit reports. You are encouraged to bring a copy of your credit report(https://www.annualcreditreport.com) as you will learn to read, understand and dispute information disclosedin the various credit reports. Let us help you navigate the twists and turns involved in credit decisions and thepivotal role played by your credit report and your credit score.Session 6: Inspire to Achieve: Buyer Beware‐Fraud, Scams and SchemesScams and fraud pervade every aspect of the financial world. Learn how to detect scammers and how toprotect yourselves from their ploys. Explore ways to discern legitimate loan modification opportunities.
NACTT 2014 Staff Symposia SeriesSUN, SAND, SURF and SUPER SESSIONS– Staff Symposia 2014 – PricelessStaff Attorney Track (Las Vegas Only)Designed for Staff Attorneys Facilitated by Rebecca Quiroz (Office of Thomas King, Oshkosh, WI), Scott Stout(Office of Jeffrey Kellner – Dayton, OH), Danielle Gueck‐Townsend (Office of Kathleen Leavitt, Las Vegas,Nevada), Sarah Smith (Office of Kathleen Leavitt, Las Vegas, Nevada) and Daniel G. Riggs (Office of Rick Yarnall,Las Vegas, NV)Session 1:ooooThe Trustee’s JobPresented By: Sarah SmithDuties under the codeIntroduce The HandbookYour role as a staff attorney – who do you represent?§341s Meeting of Creditors Determining Eligibility issues – 109(g), 521(i) Discharge Timing Documents Required‐ §521s‐ UST, Your Trustee & Best Practices Guiding and informing the debtor Asking the right questionso Debtor educationo NDC websitePresented By: Mary RuppenthalSession 2: Protecting the Trustee and Misc TopicsPresented By: Dan Riggso What to do when the Trustee gets sued/Presented By: Sarah Smithbrought into a suit/garnishedo Trustee Compensation – how the money is made 503(b)? 28 USC 586(e) – take commission from all payments “received” under a plano Miscellaneous hot topics Pro Se Debtors1.Confirmation rate2.Success rate3.Petition Preparers National Plan Gold Shield AllianceSession 3: Plan Confirmation – Part 1Presented By: Danielle Gueck‐Townsendo Additional Documentation (post‐341) – what to ask for, look for and best practices re‐visitedo Calculating Liquidation Value Trusts Businesses Life Estateso Quick overview‐§1322 and §1325 elements must be satisfiedo Commitment Period – In re Floreso Sch I vs B22c Household size SSI – In re Welsh Reasonable and Necessary – In re Welsh
NACTT 2014 Staff Symposia SeriesSUN, SAND, SURF and SUPER SESSIONS– Staff Symposia 2014 – PricelessStaff Attorney Track Continued (Las Vegas Only)Session 4:oooPlan Confirmation – Part 2Presented By: Dan RiggsBalloon PaymentsContested ConfirmationAlternatives: Dismissal Conversion Conditional Orderso Post Plan ConfirmationPresented By: Danielle Gueck‐Townsend Paying Creditors does the POC or plan govern? Modified plans and when should the Trustee seek modification Motion to Dismiss vs. Trustee’s Directive vs. Motion for Status Hearing Hardship dischargeSession 5:oooooDiscovery2004 exam4002 requestsActual DiscoveryEvidentiary HearingsPutting on EvidenceSession 6: Creditorso Mortgage Creditors Conduit Mandatory Mediation 3002.1o Student Loanso Lien Strippingo UCCPresented By: Rebecca QuirozPresented By: Scott Stout
In session 1 we’ll begin with a general overview of the Trustee operation including conversation about the history of Bankruptcy, the role of the US Trustee and UST Handbook, and the Trustee pledge. . Milwaukee, WI), Naliko Markel (Office of Wayne Godare – Portland, OR
