The United States Trustee Program’s New Chapter 11 Periodic Reports

DATE: Monday, June 14, 2021
TIME: 12:00 – 1:30pm Eastern (9:00am – 10:30am Pacific)


The presentation will provide an overview of the statutory requirements of 28 USC sec. 589b, the UST’s rulemaking process, the divergent stakeholder views, and how they were resolved. The program will walk participants through the forms themselves, identifying required information in every case (except for individual debtors) and other information that may be sought on a discretionary basis. The program will address technical filing requirements (how to generate the data embedded forms on the UST website and file in ECF) as well as common questions about stub months, timing, signature requirements, accounting methods, cases with no activity, jointly administered cases (and the need to file an MOR for each debtor), and post-confirmation reports requiring filings by both reorganized debtors and any relevant post-confirmation trust or entity arising out of the bankruptcy case. These forms do not apply to small business debtors, including sub-V debtors. Active Q&A is anticipated.

The primary presenters are William Harrington, United States Trustee for Regions 1 and 2, and Andrew Vara, United States Trustee for Regions 3 and 9. Several regional analysts will assist Bill and Andy, including Kendra Rust, Holly Dice, and Amy Gaudrault.


William Harrington, United States Trustee for Regions 1 and 2

Andrew Vara, United States Trustee for Regions 3 and 9


Monday, June 14, 2021 at 12:00 – 1:30pm Eastern (9:00am – 10:30am Pacific)


  1. Inform participants about the new chapter 11 periodic reporting requirements taking effect on June 21, 2021

  2. Describe the development of the new reporting

  3. Understand the reporting requirements and changes from prior reporting

  4. Know where to access forms and instructions for preparing periodic reports

  5. Develop an understanding of some of the common complexities in the reporting



CPE Credit

1.5 credits for full 90-minute attendance and answering all five (5) polling questions; Accounting-Technical.

Program Level

Basic—Most beneficial to CPAs and other financial advisors new to a skill or attribute, including individuals at staff or entry level in an organization as well as seasoned professionals who desire increased knowledge in the subject matter.



Advance Prep



The program will be delivered as a group-live internet-based session ("webinar") using the Cisco WebEx Meetings platform.

Additional Info

Online registration must be completed in advance. Registrants will receive a confirmation email and login information to login for the program.

Register Now

Register Now

Refunds and cancellations

Refunds and Cancellations Policy—webinar: Cancellations made 3 or more days prior to a webinar are eligible for a refund, minus a $25 cancellation fee. No refunds will be given less than 3 days prior to a webinar.

Question Resolution

For assistance regarding refunds, program cancellations, or other program related matters, please contact our offices at (541) 858-1665 or by email

National Registry of CPE Sponsors

"Association of Insolvency and Restructuring Advisors" is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: