We have put together a program which will educate an intermediate practitioner on the skills needed to estimate the distribution to all creditor groups pursuant to various assets sales and/ or a Plan. Further, we will discuss how the Financial Advisor assists the Debtor and Counsel with getting the assets sales and/ or a Plan approved by the Court. The proposed program is below:

Morning Sessions

Estimated distribution analysis/liquidation analysis

• Models
  • Valuation methods
  • Issues
• Breakdown specific line items - operating assets (sale or reorganization value), residual assets
• Claims
  • Set for voting
  • Claims matrix

Afternoon Sessions

• Plan support agreements/restructuring support agreements
  • typical terms; fiduciary out provisions
  • aggressive provisions and timelines
  • PSA approval under 363 (business judgment) and 365 (executory contract)
  • pre-petition solicitation prior to court-approved disclosure statement - cases (Indy Downs, NII Holdings, Stations Holdings)
  • remedies - injunctive relief; specific performance
  • post-petition lock-up agreements (The Heritage Organization)
• Pre-packaged plans vs pre-negotiated plans
  • pros and cons
  • risks
• Contested confirmation hearings based on contested valuations

Speakers:

• Brian Ryniker, CIRA
  CBIZ MHM LLC
• Leah M. Eisenberg
  Arent Fox LLP
• Justin Alberto, Esq.
  Bayard, P.A.
• Coley Brown, CIRA
  Huron Business Advisory
• Patrick Diercks, CIRA
  Clear Thinking Group
• Timothy J. Dragelin
  FTI Consulting, Inc.
• Sheryl Giugliano
  Diamond McCarthy LLP
• Jean Hosty
  Piper Jaffray
• Dennis Kalten, CIRA
  Crowe Horwath, LLP
• Jeannie Kim
  Winthrop Couchot P.C.
• Karl Knechtel, CIRA
  Friedman LLP
• Howard Magaliff
  Rich Michaelson Magaliff Moser LLP
• Brett Moore, Esq.
  Porzio Bromberg & Newman, P.C.
• Juliet Y. Oh
  Levene, Neale, Bender, Yoo & Brill L.L.P.
• Isaac Lee
  PwC

11:00 AM – NOON

Coronado CD

This panel will discuss alternatives for winding down a post–confirmation estate (i.e., liquidating trust, litigation trust, or original entity). The presentation will cover best practices to maximize creditors' recovery and minimize associated costs including tax consequences, other common issues that must be addressed and how they will affect the recovery to creditors.

Speakers:

• Steven T. Gubner (Moderator)
  Brutzkus Gubner Rozansky Seror Weber LLP
• Amanda Demby
  Province Advisors
• Shari Hartstein, CIRA
  Bederson LLP
• Dana Kane
  Kelley Drye & Warren LLP
• Jordan Vimont
  Reid Collins & Tsai LLP

11:00 AM – NOON

Tidelands Ballroom

Family owned businesses have a whole host of issues: family members entrenched in the operations without qualifications, conflicts of interest with investors, paying personal expenses out of company funds, etc. This panel will explore how these issues emerge in bankruptcy.

Speakers:

• Seth Moldoff
  East West Bank
• Larry Perkins
  SierraConstellation Partners, LLC
• Micahel Fixler
  FocalPoint Partners LLC
• Hamid Rafatjoo
  Venable LLP
• Hon. Mark S. Wallace
  U.S. Bankruptcy Court, CD Cal

8:30am – 9:30 am

Coronado AB

This panel will review the new bankruptcy forms; why the forms were revised; how the new forms are different from the old forms, as well as any specific, hot-button issues noted in usage so far.

Speakers:

• Erin Brady
  Jones Day
• Walt Brown, CIRA
  FTI Consulting, Inc.
• Hon. Robert N. Kwan
  U.S. Bankruptcy Court, CD Cal
• Brian Osborne
  Rust Omni

10:30am – 11:30am

Coronado C

For–profit schools are not the only segment in education facing financial difficulties. Demographic shifts, student debt overhang, declining state funding, ballooning pension obligations, massive deferred maintenance, and growing skepticism toward schools in the capital markets are among the many trends that point to an increase in restructuring among educational institutions. This panel will cover these issues, introduce the unique dynamics and constituents in an education restructuring, and explore restructuring options.

Speakers:

• Tim Hurley (Moderator)
  Deloitte
• Jeremy Bass
  Public Financial Management, Inc.
• David Crapo
  Gibbons P.C.
• Daniel Sklar
  Nixon Peabody LLP

11:00am – NOON

Coronado AB

The panel will look at situations and case examples in which directors and officers, chief restructuring officers, plan fiduciaries, liquidating agents, trustees and receivers have been sued, challenged and/or criticized in the course of performing fiduciary duties. The panel will highlight potential problems in operating insolvent or distressed companies, and in liquidating assets with or without a court mandate; raise awareness of inherent risks encountered by professionals in performing their duties and potential claims against directors and officers; and look at applicable standards and defenses.

Speakers:

• S. Gregory Hays, CIRA
  Hays Financial Consulting
• Todd Bartels
  Polsinelli
• Henry Sewell
  Dentons

11:00am – NOON

Tidelands Ballroom

Over a decade has passed and restructuring activity is still strong in print media. The issues driving these restructurings are familiar to anyone following the news as well as how they are typically resolved. What isn't as well publicized is what makes a successful restructuring versus an eventual return to bankruptcy court or ultimate liquidation. This panel will explore how new owners, both intentional and "accidental" owners, can maximize their potential returns with appropriate operational restructuring plans, proper corporate governance, and prudent capital structures.

Speakers:

• Neil Heyside
  Deloitte CRG (Moderator)
• Hon. Kevin J. Carey
  U.S. Bankruptcy Court, D Del
• William Lobel
  Lobel Weiland Golden Friedman LLP

1:30PM – 2:30 PM

Coronado C

This panel will discuss how the Debtor or Trustee recovers assets, including in the face of government investigations, and how to manage the intersection between bankruptcy and fraud perpetrators and key aspects of the criminal law. In addition, the panel will cover what is expected of a Debtor or Trustee during an active enforcement action against managers and what are effective ways for the Trustee to proceed with investigations and/or adversary proceedings during the course of active enforcement actions.

Speakers:

• Brian Ryniker, CIRA (Moderator)
  CBIZ MHM LLC
• Kevin Bell
  Securities Investor Protection Corporation
• Richard Bernard
  Foley & Lardner LLP
• John Berry
  Securities & Exchange Commission
• Ian Gazes
  Gazes LLC
• Derrelle Janey
  Gottlieb & Gordon LLP

2:30PM – 3:30 PM

Coronado AB

This panel will discuss unique issues arising in healthcare bankruptcy cases including changes required under the 2005 BAPCPA. Working in this highly specialized profession with a myriad of regulatory requirements will be focused on by the panel.

Speakers:

• Kevin Clancy (Moderator)
  CohnReznick
• Mark Bradshaw
  Alecto Healthcare Services
• Ron Bender
  Levene, Neale, Bender, Yoo & Brill L.L.P.
• Robert Zinkham
  Venable LLP

2:30PM – 3:30 PM

Coronado C

Preference recovery is an important part of many cases however it can be very emotional when a creditor is sued to return money to the estate. This panel will discuss best practices to help your client avoid being sued and what to do if your client does receive a demand letter or preference complaint. The panel will look and both negotiation techniques and litigation tactics.

Speakers:

• Jason Pomerantz (Moderator)
  Pachulski Stang, Ziehl & Jones LLP
• Brad Boe
  Performance Food Group
• Craig Boucher
  Deloitte CRG
• Andrew Caine
  Pachulski Stang Ziehl & Jones LLP
• Brad Hall
  AlixPartners, LLP

4:00PM – 5:00 PM

Coronado C

Grocery store bankruptcies raise unique issues. The panel will cover unique characteristics, issues and techniques to apply in grocery store bankruptcies. Techniques will be discussed in the context of case studies of several recent grocery store filings including Haggen, A&P, Fresh & Easy I, and Fresh & Easy II. The panel will also discuss, can we expect more grocery store bankruptcies?

Speakers:

• Bradford Sandler (Moderator)
  Pachulski Stang Ziehl & Jones LLP
• Rodi Blokh
  Zolfo Cooper
• Jon Goulding, CIRA
  Alverez & Marsal
• Jonathan Helfat
  Otterbourg P.C.
• Richard Seltzer
  Cohen, Weiss and Simon LLP

4:00PM – 5:00 PM

Coronado AB

The panel will look at how professionals using quantitative valuation methods frequently arrive at significantly different restructuring valuations and what effect does this have on the reorganization process. The impact of different valuation techniques and the selection of model assumptions and their effect on reorganization value will be discussed.

Speakers:

• Steve Schenk, CIRA (Moderator)
  Vantage Point Advisors
• Brett Axelrod
  Fox Rothschild LLP
• Bruce Bingham
  Berkeley Research Group, LLC
• Hon. Margaret M. Mann
  U.S. Bankruptcy Court, SD Cal

8:30AM – 9:45 AM

Coronado AB

This panel will discuss the unique issues of the Puerto Rico Crisis, the difficulties posed by the lack of eligibility to Chapter 9, the status of the requests to Congress and the U.S. Supreme Court and the alternatives outside of bankruptcy that municipalities and public corporations have to solve their financial crisis.

Speakers:

• Matthew Schwartz (Moderator)
  Bederson, LLP
• Esben Christensen
  AlixPartners, LLP
• Sonia Colón
  Ferraiuoli LLC
• Paul Glassman
  Stradling Yocca Carlson & Rauth, P.C.
• Hon. Meredith Jury
  U.S. Bankruptcy Court, CD Cal

10:00AM – 11:15 AM

Coronado AB

The panel will explore similarities and differences in ethical responsibilities and professional standards/duties between CPAs and CIRAs and attorneys, and how this impacts cases. They will explore the question, do Model Rules of Professional Conduct exist for CPAs and CIRAs?

Speakers:

• William Harrington
  Office of the U.S. Trustee (Moderator)
• Hon. Peter Bowie (Retired)
  Ballard Spahr LLP
• Jim Lukenda, CIRA
  Huron Business Advisory
• Robert Poppiti Jr.
  Young Conaway Stargatt & Taylor, LLP