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EVENTS

Please check back to see more information as events are scheduled.

Upcoming events

    • 20 Mar 2024
    • (UTC)
    • 22 Mar 2024
    • (UTC)
    • The Cavalier Resort - Marriott Virginia Beach Oceanfront, Virginia Beach, VA
    Register
    The Cavalier Resort - Marriott Virginia Beach Oceanfront
    4200 Atlantic Ave
    Virginia Beach, VA 23451

    Room Rate: $151 per night
    Reservations Deadline: February 19, 2024

    Reservations can be made on-line here.
    Airports: Norfolk International Airport (ORF)

    Classes: Thursday and Friday, March 20-22, 2024
    Reception: Wednesday, March 20, 2024
    Registration Deadline: February 19, 2024

    If you are not registering online, here is the Registration Form_fillable.pdf

    Registration Fee $500 and $550 (late) to attend both days of the Symposium. The fee includes the Welcome Reception, Breakfast and Morning Breaks on both days, and Lunch and Afternoon Break on the first day.  (Please note: Registration fees are non-refundable and are made for each city. No transfers after February 19, 2024.)

    The Virginia Beach and San Francisco will have the Bankruptcy A-Z, Leadership and Paralegal tracks.

    Office Managers and New Trustee Training will be at the Virginia Beach Staff Symposium and Staff Attorney and IT Track will be at the San Francisco Staff Symposium. 

    Evening Prior to Symposium: Registration and Opening Reception: 5:30 p.m. to 7:00 p.m.

    Day 1: Registration and Breakfast: 8:00 a.m. to 9:00 a.m.
    General Session 9:00 a.m. to 10:30 a.m.
    Lunch: 12:15 pm to 1:30 p.m.
    Breaks: 15 minutes each between Sessions 1 and 2 and Sessions 3 and 4.

    Session 1 (9:00 - 10:30):
    General Session: Keynote Speaker: Josh Steinhouse – The Multigenerational Workforce

    Session 2 (10:45 - 12:15):
    Bankruptcy A-Z: The Innovative Office
    Leadership: True Colors Personality Styles – What’s Your Color?
    Paralegals/Case Administrators: Pre-confirmation
    Office Managers/Comptrollers: Office Safety
    New Trustee: Learn the Origins – Why We Do What We Do

    Session 3 (1:30 - 3:00):
    Bankruptcy A-Z: Be The Extra
    Leadership: Harnessing Conflict
    Paralegals/Case Administrators: Claims
    Office Managers/Comptrollers: Employment Law Refresher and Update
    New Trustee: How to Manage & Monitor Office Work Flow

    Session 4 (3:15 - 4:45):
    Bankruptcy A-Z: The Annual Audit
    Leadership: Well Being and Mental Health in the Workplace
    Paralegals/Case Administrators: Mortgages
    Office Managers/Comptrollers: The Value of Sound Office and Business Ethics
    New Trustee: Employee Issues & Evaluations

    Day 2: Breakfast: 7:30 a.m. to 8:30 a.m. Break: 15 minutes between Sessions 5 and 6.

    Session 5 (8:30 - 10:00):
    Bankruptcy A-Z: Effective Time Management
    Leadership: The Power of Mentorship
    Paralegals/Case Administrators: Post-confirmation
    Office Managers/Comptrollers: The Nowhere Office of the Future: Reinventing Work and the Workplace of the Future
    New Trustee: If You Think It Can’t Happen to You – Think Again

    Session 6 (10:15 - 11:45):
    Bankruptcy A-Z: The A-Z Roundtable – Where Everyone Has a Seat
    Leadership: Roundtable
    Paralegals/Case Administrators: Roundtable Discussion
    Office Managers/Comptrollers: The Future Efficient Office
    New Trustee: UST Evaluations & Audits

    Adjournment: 11:45 a.m.

    For details on tracks, please see the PDF.











    • 24 Apr 2024
    • (UTC)
    • 26 Apr 2024
    • (UTC)
    • The Marriott Marquis
    Register
    The Marriott Marquis
    780 Mission St.
    San Francisco, CA 94103

    Room Rate: $229 per night 

    Reservations Deadline: April 9, 2024
    Reservations can be made on-line here.

    Classes: Thursday and Friday, April 24-26, 2024
    Reception: Wednesday, April 24, 2024
    Registration Deadline: April 9, 2024

    If you are not registering online, here is the Registration Form_fillable.pdf

    Registration Fee $500 and $550 (late) to attend both days of the Symposium. The fee includes the Welcome Reception, Breakfast and Morning Breaks on both days, and Lunch and Afternoon Break on the first day.  (Please note: Registration fees are non-refundable and are made for each city. No transfers after .)

    The Virginia Beach and San Francisco will have the Bankruptcy A-Z, Leadership and Paralegal tracks.

    Office Managers and New Trustee Training will be at the Virginia Beach Staff Symposium and Staff Attorney and IT Track will be at the San Francisco Staff Symposium. Additional track details will be available soon.

    Evening Prior to Symposium: Registration and Opening Reception: 5:30 p.m. to 7:00 p.m.

    Day 1: Registration and Breakfast: 8:00 a.m. to 9:00 a.m.
    General Session 9:00 a.m. to 10:30 a.m.
    Lunch: 12:15 pm to 1:30 p.m.
    Breaks: 15 minutes each between Sessions 1 and 2 and Sessions 3 and 4.

    Session 1 (9:00 - 10:30):
    General Session: Keynote Speaker: Josh Steinhouse – The Multigenerational Workforce
    Staff Attorney: Artificial Intelligence and Chapter 13…..Should you Dare?
    IT Track: Disaster Recovery

    Session 2 (10:45 - 12:15):
    Bankruptcy A-Z: The Innovative Office
    Leadership: True Colors Personality Styles – What’s Your Color?
    Paralegals/Case Administrators: Pre-confirmation
    Staff Attorney: Case Law Update…..The Courts Have Delivered!
    IT Track: Cloud Transitions

    Session 3 (1:30 - 3:00):
    Bankruptcy A-Z: Be The Extra
    Leadership: Harnessing Conflict
    Paralegals/Case Administrators: Claims
    Staff Attorney: Litigation, Evidence, and Mediation, Oh My!
    IT Track: Securing the Perimeter

    Session 4 (3:15 - 4:45):
    Bankruptcy A-Z: The Annual Audit
    Leadership: Well Being and Mental Health in the Workplace
    Paralegals/Case Administrators: Mortgages
    Staff Attorney: Meetings of Creditors Via Zoom…How It Started and How It’s Going
    IT Track: Tools, Tips & Tricks used to enable a trustee to Dare

    Day 2: Breakfast: 7:30 a.m. to 8:30 a.m. Break: 15 minutes between Sessions 5 and 6.

    Session 5 (8:30 - 10:00):
    Bankruptcy A-Z: Effective Time Management
    Leadership: The Power of Mentorship
    Paralegals/Case Administrators: Post-confirmation
    Staff Attorney: Death, Taxes, and Student Loans?
    IT Track: National Data Center

    Session 6 (10:15 - 11:45):
    Bankruptcy A-Z: The A-Z Roundtable – Where Everyone Has a Seat
    Leadership: Roundtable
    Paralegals/Case Administrators: Roundtable Discussion
    Staff Attorney: To Confirmation and Beyond
    IT Track: STACS

    Adjournment: 11:45 a.m.

    For details on tracks, please see the PDF.





    • 3 Jul 2024
    • (UTC)
    • 6 Jul 2024
    • (UTC)
    • Boston Marriott Copley Place Boston, MA
    Register
    • 30 Jan 2025
    • (UTC)
    • 1 Feb 2025
    • (UTC)
    • New Orleans Marriott New Orleans, LA

    January 30-February 1
    New Orleans Marriott
    New Orleans, LA



    Restricted to Chapter 13 Trustees only



    • 9 Jul 2025
    • (UTC)
    • 12 Jul 2025
    • (UTC)
    • Chicago Marriott Downtown Magnificent Mile Chicago, IL

    July 9-12
    Chicago Marriott Downtown Magnificent Mile
    Chicago, IL

    Pricing listed is for 2022 and not guaranteed to remain the same for future years.



    • 8 Jul 2026
    • (UTC)
    • 11 Jul 2026
    • (UTC)
    • New York Marquis New York, NY

    July 8-11
    New York Marquis
    New York, NY

    Pricing listed is for 2022 and not guaranteed to remain the same for future years.



    • 14 Jul 2027
    • (UTC)
    • 17 Jul 2027
    • (UTC)
    • Gaylord Rockies Resort & Convention Center Denver, CO

    July 14-17
    Gaylord Rockies Resort & Convention Center
    Denver, CO

    Pricing listed is for 2022 and not guaranteed to remain the same for future years.




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