Education

TMA Education products are currently being updated. Check back soon for more exciting content!

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Management

Management sessions revolve around the issues faced while attempting to stabilize a failing business and execute an operational turnaround. A number of topics will be addressed as part of these presentations, including, but not limited to: lender negotiation strategies, managing creditors, situation analysis, management team evaluation, corporate operations centralization and consolidation, liquidity management, cost reduction, and other revenue enhancement strategies.


2017 Sessions​

TMA LA U.S. Retailers Restructuring 

Chapter: Louisiana

Date: March 7, 2017

Registration: Member: $25 Nonmember: $50

 

2016 Sessions​

Annual Turnaround Review/Preview: View on the Market Sector and Trends to come

Chapter: United Kingdom

Speaker:

  • Ian Fox, Dentons Restructuring
  • Alan Gullan, Independent
  • Chris Hart, BNP Paribas Commercial Finance
  • Rob Lewis, PwC
  • Simon Morgan, SIA Group 
  • Jason Webster-Lloyds, BSU    

Date: January 13th, 2016

Registration: Member: $0 Nonmember: $40 Sponsors: $40

                       

January Lunch Program: Pittsburgh Brewing CEO Taps New Opportunities

Chapter: Pittsburgh

Speakers: Brian Walsh

Date: January 21st, 2016

Registration: Member: $50 Nonmember: $100

 

7 Steps to Becoming a Growth Organization

Chapter: United Kingdom

Speakers:

  • Chris Bones and James Hammersley, Good Growth

Date: February 10th, 2016

Registration: Members: Free Nonmembers: 40 pounds Sponsors: 40 pounds

                       

Current Trends and Future Direction of a Turnaround in the Regional SME Market

Chapter: United Kingdom

Date: February 23rd, 2016

Registration: Member: Free Nonmembers: 40 pounds Sponsors: 40 pounds

           

TMA Europe's Eastern European Conference: Investment and Innovation - Restructuring and Reform in CEE

Chapter: Global

Speakers:

  • Ralf Zeitlberger, Erste Bank

Date: March 16th, 2016

Registration: Free but pre-registration required

           

18th Annual Symposium: Adapting to the Current Environment

Chapter: Toronto

Speakers:

  • Hon. Joe Oliver, P.C.

Date: April 6th, 2016

           

The Turnaround Superhero

Chapter: Chicago/Midwest  

Speakers:

  • Peter Cuneo, former CEO of Marvel Entertainment

Date: April 15th, 2016

Registration: Member: $40 Nonmember: $80 NextGen: $25 Student: $15

                       

Joint TMA - R3 - IFT Event - Employment Considerations in Turnaround

Chapter: United Kingdom

Date: April 18th, 2016

Registration: Member: 42 euros Nonmember: 42 euros Sponsors: 42 euros 

 

13th Annual Joint Meeting with ACG

Chapter: New Jersey 

Speakers:

  • Panelists: David N. Crapo, Gibbons PC
  • Nancy N. Blattner, Caldwell University
  • Timothy Hurley, Deloitte
  • Wayne P. Weitz, EisnerAmper LLP      

Date: April 19th, 2016

                       

D&W Fine Pack Turnaround Story

Chapter: Chicago/Midwest

Speakers:

  • Moderator: Victoria A Jepson, Associate, Katten Muchin Rosenman LLP
  • Panelists: David Boyle, Managing Director and CFO, Mid Oaks Investments
  • Louis Brownstone, Senior Principal, The Keystone Group
  • Eran Cohen, Managing Director, Corporate Finance Loan Originations, Wells Fargo
  • Jay DuBois, Senior VP of Operations, D&W Fine Pack
  • Jessica Markowitz, Senior Associate, The Keystone Group
  • Nancy Peterman, Chair of the Chicago Business Reorganization & Financial Restructuring Practice, Greenberg Traurig LLP

Date: June 8th, 2016

Registration: Member: $25 Nonmember: $40

 

NextGen Presents Enhanced Communications: Improving Interactions With Clients & Colleagues

Chapter: New York City

Speakers:

  • Moderator: Bill Henrich, Co-Chairman, Getzler Henrich & Associates LLC
  • Hon. James M. Peck, Global C-Chair Business Restructuring & Insolvency Group, Morrison & Foerster LLP
  • Cathy Hershcopf, Partner, Cooley LLP
  • Sharon Levine, Partner, Saul Ewing LLP
  • Perry Mandarino, Head of Restructuring, B. Riley & Co.

Date: June 28th, 2016

Registration: Member: $35 Nonmember: $55 Regular: $25

 

The Sports Authority: A View From the Trenches and Lessons for the Next Big Retail Case
2016 Western Regional Conference 

There is much to be learned from the Sports Authority case regarding navigating a bankruptcy in the retail space, a troubled industry that continues to see many filings.  Join us for a lively discussion as our panel of industry experts discusses the Sports Authority bankruptcy and the lessons to be applied to future retail bankruptcies.

Speakers:

  • Robert Klyman, Gibson Dunn, lead restructuring partner representing Sports Authority
  • Jennifer Bellah Maguire of Gibson Dunn & Crutcher, lead M&A partner representing Sports Authority
  • Keith Jelinek, Berkeley Research Group
  • Ivan Gold of Allen Matkins, representing numerous landlords in the Sports Authority case

Presentation Slide Deck

 

St. Louis Lunch Panel

Chapter: Missouri

Date: July 21st, 2016

Registration: Member: $25 Nonmember: $50 RMA Member Registration: $25 RMA Nonmember: $25

 

TMA – 12th Annual Northeast Regional Conference

Chapter: Chesapeake 

Speakers: Michael S. Steele

Date: August 31st, 2016 – September 1st, 2016

Registration: Full Conference Member: $335 Full Conference Nonmember: $415 Golf Tournament Member/Nonmember: $210 Tennis Tournament Member/Nonmember: $105 Race Track Member/Nonmember: $55

 

Experiences and Perspectives in Turnaround Management for Mexico 

Chapter: Regional

Date: August 31st, 2016

Registration: Member/Nonmember: $0

 

Higher Education: An Industry in Turmoil
2016 Annual

The for-profit sector of the post-secondary education industry is subject to significant pressures relating to government investigations of, among other things, the recruiting and placement reporting practices of for-profit colleges. What lies ahead for this industry? Possible government reforms will be discussed as well as how such reforms would affect the access to capital and future of the for-profit education industry. 

Speakers:

  • Moderator: Hon. Kevin J. Carey, U.S. Bankruptcy Court, District of Delaware 
  • William Brandt Jr., President & CEO, Development Specialists, Inc.
  • Mark Collins, Partner, Richards, Layton & Finger LLP 
  • Joseph D’Angelo, Partner, Carl Marks Advisors
  • Scott Gautier, Partner, Robins Kaplan LLP  
  • Tamara McGrath, Managing Director, FTI Consulting 

Presentation Slide Deck

 

Things I would do Differently. The Story You Haven't Heard: Krispy Kreme from the Franchise Perspective
2016 Annual

Back's against the wall: What then? The true story of Krispy Kreme fall and rise. Learn the essential elements of saving a business. 

This is a colorful, real-life case study on the decision making that went into the Krispy Kreme franchise investment, the missed red flags, the problems that arose between strategic partners, and the potentially fatal results of strategic misalignment. The topic will focus on the development of Krispy Kreme from an entrepreneurial perspective and how business executives make decisions under the pressures of expansion and sudden, extreme contraction. Attend this Q&A session to hear an unusually frank, first-hand account of the emotional roller coaster so many businesses experience.

Speakers:

  • James McArthur, Executive VP, Aegis Business Credit 
  • Rich Reinis, Great Circle Family Foods Co-Founder, exclusive franchisee of Krispy Kreme Doughnuts 

Presentation Slide Deck

 

2015 Sessions

2015 Arizona Commercial Real Estate: A Discussion of Current and Future Trends

Chapter: Arizona

Speakers:

  • Bill Tryon, Partner Engineering
  • Mike Bontrager, Weitz Construction
  • Jay Ganske, Mutual of Omaha
  • Larry Pobuda, Opus Development Company, LLC

Date: January 15th, 2015

Registration: Member: $40 Nonmember: $50 NextGen: $30 Students: $20

Event Flyer

 

Are Today’s High Valuations Driving Tomorrow’s Restructurings?

Chapter: Tennessee

Speakers:

  • John Slater, Partner, FOCUS Investment Banking LLC
  • Eric Clifford, Managing Partner, Lead Capital Partners
  • Chris Godwin, Senior Vice President, Gencap America
  • Roger Osborne, President and CEO, PNFP Capital Markets Inc.
  • Frank McGrew, Managing Director, Raymond James Corporate Finance

Date: March 27th, 2015

 

Case Study: Fender Guitar

Chapter: Arizona

Speakers:

  • Richard McDonald, Fender Brand

Date: April 23rd, 2015

Registration: Member: $40 Nonmember: $50 NextGen: $30 Students: $20

Event Flyer

 

NOW SHE’S AFLOAT, WHAT’S NEXT? UNDERSTANDING TRANSFERABLE VALUE

Speaker:

  • Denis M. Brown, Pace Capital Resources LLC

Date: April 23rd, 2015

 

The Madoff Ponzi Scheme, Lessons Learned

Chapter: New York - Long Island

Speakers:

  • Irving H. Picard, Trustee under SIPA

Date: September 9th, 2015  

Registration: Member: $65 Nonmember: $85 Door: $85

 

Branding: The Unsung Hero in Turnaround Success

Chapter: Chicago/Midwest

Speakers:

  • Ilan Geva, University of Chicago; Jim Cohen

Date: September 18th, 2015

Registration: Member: $75 Nonmember: $125 NextGen: $50 NextGen Nonmember: $75

 

Turnaround Arizona Panel Discussion

Chapter: Arizona

Speakers:

  • Moderator: Chase E. Harvick, FTI Consulting Panelists
  • Tom Forese, Arizona State Representatitve
  • Doug Bruhnke, Global Chamber, Growth Nation
  • Pearl Esau, Expect More Arizona; Denny Barney, District 1

Date: September 24th, 2015

Registration: Member: $45 Nonmember: $55 NextGen: $35 Students: $20

Event Flyer

Keips, Kerps, and Other Compensation Packages: A Turnaround Manager's Toolkit
The 2015 TMA Annual

Explore the various tools available to turnaround managers to incent and retain management and employees through a turnaround, bankruptcy, or liquidation.

Speakers:

  • Derek C. Abbott, Wilmington, DE
  • William K. Harrington, Boston, MA
  • Mark S. Indelicato, New York, NY
  • David I. Pauker, New York, NY
  • Hon. Christopher S. Sontchi, Wilmington, DE

Supplemental Material

 

Restructuring Your Alma Mater
The 2015 TMA Annual

From legal restructuring issues to operational initiatives, the knowledge it takes to restructure a non-profit college is immense. This type of restructuring involves myriad issues, such as leverage-related issues like public bond issuances, regulatory constraints from the Department of Education, and accreditors strategic plans to reinvent a school’s value proposition.

Speakers:

  • Joseph R. D'Angelo, New York, NY
  • Timothy Hurley, Boston, MA
  • David Kirshenbaum, Northbrook, IL
  • Sean Southard, New York, NY

Presentation Slide Deck

 

Unlocking Value in the PRC: Chinese Restructuring and its Cross-Border Implications

Chapter: Hong Kong

Date: October 23rd, 2015

          

Breakfast with the Presidents: “Lessons From the Past and Present on How to Survive and Grow in the Restructuring Industry”

Chapter: Midwest/Chicago

Speakers:

  • Moderator: Mike Egan, Monroe Capital
  • Lisa Johnson, Wells Fargo
  • Tom Pabst, HYPERAMS
  • Kevin Krakora, KPMG LLP
  • Aaron Hammer, Sugar Felsenthal Grais & Hammer

Date: November 13th, 2015

Registration: Member $35 Nonmember $60 NextGen $25 Student $15

 

Establishing Competitive Advantage Through Customer Centricity

Chapter: Arizona      

Speakers:

  • Peter Fader, Wharton University of Pennsylvania

Date: November 19th, 2015

Registration: Member: $40 Nonmember: $50 NextGen: $30 Students: $20

Event Flyer     

           

Year End Restructuring Market Review

Chapter: Northern California

Date: November 19th, 2015

Registration: Member: $60 Nonmember: $80      

           

Getting from the Verge of Bankruptcy to Growth

Chapter: Upstate New York

Speaker:

  • Gerry Murak

Date: November 19th, 2015

Registration: Member: $30 Nonmember: $40 NextGen: $25 Academic/Government Price: $30

 

2014 Sessions

3rd Annual War Stories & Lessons Learned

Chapter: Arizona      

Date: February 20th, 2014

Registration: Member: $45 Nonmember: $55 NextGen: $35      

Event Flyer  

 

Merge or Close: Obamacare and Local Healthcare
The 2014 TMA Annual

Speakers:

  • Jeffrey D. Benton, Great Falls, VA
  • Eric S. Prezant, Chicago, IL

Presentation Slide Deck

 

Friday Night Massacres: Employment, Benefits, and Union Issues in Turnarounds
The 2014 TMA Annual

Speakers:

  • David Glickman, Cleveland, OH
  • Israel Goldowitz, Washington, D.C.
  • Sharon Levine, Roseland, NJ
  • Kerry Notestine, Houston, TX
  • Robert Roach Jr.        
  • John Young, Houston, TX

Presentation Slide Deck

 

Mortgages Ltd. Lessons Learned: Reflecting on the past, providing guidance for the future

Chapter: Arizona

Speakers:

  • Moderator: Ian Turner
  • Brian Evans, Guaranty Solutions, LLC
  • Keith Hendricks, Moyes Sellers & Hendricks
  • Brett Hopper, Opus Development, LLC
  • Cathy Reece, Fennemore Craig

Date: November 13th, 2014

Registration: Member: $45 Nonmember: $55 NextGen: $35 Students: $10

Event Flyer      

 

2013 Sessions

Managing Ego and Building an Effective Team
2013 Spring Senate

Varying degrees of talent and ego strength can exist within an engagement. Learn from an expert on how to build an effective team by assembling the right combination of skills and expertise. Discover how to effectively lead and manage interactions to create successful outcomes for your firm.

Speakers: 

  • Neil Witmer, Chicago, IL 

Presentation Slide Deck

 

2012 Sessions

Turnaround Industry Trends - The Good, The Bad, The Ugly
2012 Spring Conference

Turnaround industry leaders will explore recent trends by examining the economic and political impasse and its impact on restructuring opportunities. Panelists will review consolidation and expansion in the turnaround market and reallocation of potential clients by size and industry. Experts will also discuss bankruptcy case sizes and the implications on staffing and length of engagements; the recent foray of accounting firms into the CRO role; and middle market consulting trends.

Speakers: 

  • Moderator: William Snyder, CTP, Dallas, TX
  • Kevin Carmody, Chicago, IL 
  • Keith Cooper, Atlanta, GA
  • John Dischner, CTP, Chicago, IL 
  • Kent Laber, CTP, Dallas, TX

Presentation Slide Deck