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WELCOME TO NACBA’s 2024 MEMBERS-ONLY WORKSHOP ON HILTON HEAD ISLAND! 

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Monday, December 2
 

12:00pm EST

NACBA Registion, Check-In and CLE Info
Monday December 2, 2024 12:00pm - 4:30pm EST
Be sure to stop by the NACBA Information Desk to say hello but most importantly to check-in and collect your Workshop materials!
Monday December 2, 2024 12:00pm - 4:30pm EST
Advantage Coat Room/Savannah Foyer

1:00pm EST

Welcome Remarks
Monday December 2, 2024 1:00pm - 1:15pm EST
Speakers
avatar for Richard Nemeth

Richard Nemeth

Managing member, Nemeth & Associates, LLC
Mr. Nemeth has been representing consumers and small businesses in bankruptcy proceedings in Northern Ohio and elsewhere for over 30 years.  In April, 2013 Mr. Nemeth was the first recipient of the NACBA Hammes-Shulman Award for his significant achievements in legislative advocacy... Read More →
Monday December 2, 2024 1:00pm - 1:15pm EST
Calibogue/Danner

1:15pm EST

Plenary: Case Law Update
Monday December 2, 2024 1:15pm - 2:45pm EST
The panel will discuss the status of legislation and NACBA initiatives, recent cases important to bankruptcy practice and appeals involving NACBA’s sister organization, NCBRC (The National Consumer Bankruptcy Rights Center ).
Speakers
avatar for Hon. John Waites (Ret.)

Hon. John Waites (Ret.)

Retired judge
JOHN E. WAITESUNITED STATES BANKRUPTCY JUDGE (RETIRED)Experience:1994 to June 2022: Judge, United States Bankruptcy Court for the District of SouthCarolina. Served as Chief Bankruptcy Judge (March 1, 2006 to March 1, 2013). Reappointed to a second 14-year term effective June... Read More →
avatar for Henry J. Sommer

Henry J. Sommer

Henry J. Sommer has litigated many major cases involving bankruptcy, consumer law, civil rights and other issues. Previously, he was the head of the Consumer Law Project at Community Legal Services in Philadelphia, where he worked for over 21 years and Supervising Attorney at the... Read More →
Monday December 2, 2024 1:15pm - 2:45pm EST
Calibogue/Danner

2:45pm EST

Plenary: Legislative, Rules & NCBRC Update
Monday December 2, 2024 2:45pm - 3:00pm EST
The panel will discuss the status of legislation and NACBA initiatives, recent cases important to bankruptcy practice and appeals involving NACBA’s sister organization, NCBRC (The National Consumer Bankruptcy Rights Center ).
Speakers
avatar for Jim Haller

Jim Haller

Haller Law
Jim has been practicing law since 1993 primarily in the field of bankruptcy and consumer law. His office is in Lincolnshire, Illinois. He has served on NACBA’s Board for many years and in 2017 served as President. He currently is Director of Education for NACBA. He has spoken at... Read More →
avatar for Edward C. Boltz

Edward C. Boltz

Partner, Law Offices of John T. Orcutt PC
Mr. Boltz received his B.A. from Washington University in St. Louis in 1993 and his J.D. from George Washington University in 1996. He is a member of the North Carolina State Bar, where he has been certified as a specialist in consumer bankruptcy law. He is admitted to practice before... Read More →
avatar for Ike Shulman

Ike Shulman

Shulman Law Offices
In 1992, Ike Shulman led the effort to organize the National Association of Consumer Bankruptcy Attorneys ("NACBA") to provide consumer debtors with an effective voice in the legislative process. Mr. Shulman was elected NACBA’s first president, and served in that position through... Read More →
Monday December 2, 2024 2:45pm - 3:00pm EST
Calibogue/Danner

3:00pm EST

Welcome Reception | Sponsor & Exhibitor Meet & Greet
Monday December 2, 2024 3:00pm - 4:30pm EST
Monday December 2, 2024 3:00pm - 4:30pm EST
 
Tuesday, December 3
 

8:00am EST

Breakfast | Sponsor and Exhibitor Meet & Greet
Tuesday December 3, 2024 8:00am - 9:00am EST
Tuesday December 3, 2024 8:00am - 9:00am EST

8:00am EST

NACBA Registion, Check-In and CLE Info
Tuesday December 3, 2024 8:00am - 3:30pm EST
Tuesday December 3, 2024 8:00am - 3:30pm EST
Advantage Coat Room/Savannah Foyer

9:00am EST

Plenary: Harness the Power of AI and Limit the Risks
Tuesday December 3, 2024 9:00am - 11:00am EST
Attend this eye-opening session to explore how artificial intelligence is revolutionizing the consumer bankruptcy practice.
Discover how AI can:
• Expedite client intake.
• Generate routine court forms, motions and petitions.
• Identify anticipated objections in your case.
• Brainstorm legal arguments and provide feedback on your strategy.
• Instantly make Chapter 13 plan calculations, helping you to identify options on the fly.
See demos of AI models in action and learn the power (and limitations) of supervised artificial intelligence models.
Don't let the robots take over, they want to help you!
Speakers
avatar for Kiran Bellubbi

Kiran Bellubbi

I am the co-founder and CEO of Noodle Shops Inc., a startup that is building a solopreneur super-app powered by AI. With over 15 years of experience in product management, design, and development, I have a passion for creating innovative and inclusive products that solve real-world... Read More →
avatar for Jenny L. Doling

Jenny L. Doling

Tax & Bankruptcy Attorney | NACBA Secretary | NACBA Board Member, J. DOLING LAW, PC
Jenny L. Doling is the Secretary of NACBA and will be the incoming Vice President in 2025. She has served on its Board of Directors since 2018. Before serving on the Board, she was the NACBA State Chair for California. Ms. Doling is a California State Bar Certified Bankruptcy Specialist... Read More →
Tuesday December 3, 2024 9:00am - 11:00am EST
Calibogue/Danner

11:00am EST

Coffee Break
Tuesday December 3, 2024 11:00am - 11:30am EST
Tuesday December 3, 2024 11:00am - 11:30am EST
Savannah Foyer

11:30am EST

Track 1 Fundamentals, Getting the Best Bankruptcy Results for your Clients: Analyzing the Client's Situation under the Bankruptcy Code: Determination of Filing a Chapter 7 or 13, pros and cons, verses not filing at all
Tuesday December 3, 2024 11:30am - 12:30pm EST
Using all the tools in your tool box to get the best bankruptcy result for your clients.  Gathering all the facts to diagnose the problems and evaluate all the options. Intake, collected facts, (AI touch), and strategic considerations will also be discussed. 
Speakers
avatar for Alex J. Dolhancyk

Alex J. Dolhancyk

Attorney, Dolhanck Law
With over 30 years of experience, attorney Alex Dolhancyk offers valuable insight into consumer bankruptcy cases. He is the current 11th Circuit Leader and past Georgia state chair for the National Association of Consumer Bankruptcy Attorneys (NACBA); is Board Certified in Consumer... Read More →
avatar for Carol A. Colliersmith

Carol A. Colliersmith

Attorney, Law Office of Carol Colliersmith
Ms. Colliersmith received her law degree from the Fredric G. Levin College of Law at the University of Florida and has practiced exclusively consumer and small business bankruptcy law since 2001. She has been an active member of the National Association of Consumer Bankruptcy Attorneys... Read More →
Tuesday December 3, 2024 11:30am - 12:30pm EST
Calibogue

11:30am EST

Track 2: Intermediate & Advanced Bankruptcy Topics: Mortgage Litigation and Rule 3002.1
Tuesday December 3, 2024 11:30am - 12:30pm EST
Master the complexities of mortgage litigation within the bankruptcy process. Learn how Rule 3002.1 impacts your cases, from the handling of mortgage arrearages to tracking payments post-confirmation. Explore strategies for dealing with mortgage servicers, ensuring accurate payment records, and preventing violations. Stay ahead of common issues and pitfalls while securing the best outcomes for your clients.
Speakers
avatar for Jeremy Harn

Jeremy Harn

Attorney, The Law Offices of John T. Orcutt
Jeremy Harn is an associate attorney for the Law Offices of John T. Orcutt. His primary areas of practice are consumer bankruptcy and consumer litigation.  In addition to his work as a Consumer Bankruptcy Attorney, Jeremy has litigated cases involving the Fair Credit Reporting Act... Read More →
EG

Elliot Gale

 Elliot Gale is a Partner and Shareholder at Gale Angelo Johnson P.C. He graduated Magna Cum Laude from the University of Florida in 2004 with a B.A. in History and earned his Juris Doctorate from Santa Clara University School of Law in 2008.Elliot began his legal career at a personal... Read More →
DM

Deb Miller

Debra L. Miller was appointed the Standing Chapter 13 Bankruptcy Trustee, Northern and Northeastern Divisions of the Eastern District of Tennessee in May 2023.  Prior to her appointment, she served as the Standing Chapter 13 Trustee for the Northern District of Indiana, Fort Wayne... Read More →
Tuesday December 3, 2024 11:30am - 12:30pm EST
Danner

12:30pm EST

Grab 'n' Go Lunch
Tuesday December 3, 2024 12:30pm - 1:30pm EST
Tuesday December 3, 2024 12:30pm - 1:30pm EST
Savannah Foyer

1:30pm EST

Track 1 Fundamentals, Getting the Best Bankruptcy Results for your Clients: Mastering the Means Test
Tuesday December 3, 2024 1:30pm - 3:30pm EST
The means test is a crucial part of bankruptcy, and getting it right can make all the difference. This session will guide you through each step, from gathering the necessary financial information to accurately filling out the forms. Learn how to calculate income and expenses, avoid common mistakes, and ensure your clients qualify for Chapter 7 or Chapter 13. Master the means test to streamline your practice and secure better outcomes.
Speakers
avatar for Carey D. Ebert

Carey D. Ebert

Standing Chapter 13 Trustee, Office of the Standing Chapter 13 Trustee
Ms. Ebert received her B.A. degree from H. Sophie Newcomb College of Tulane University, cum laude in Public Policy in 1982.  She received her J.D. in 1985 from Texas Tech University.  She was been a member of the firm, Ebert Law Offices, P.C. since 1989 until 2019.  Ms. Ebert... Read More →
avatar for Jody Bledsoe

Jody Bledsoe

Chapter 13 Trustee
Jody Bledsoe is a chapter 13 trustee for the Fayetteville, Greenville, New Bern, and Wilmington Divisions of the Eastern District of North Carolina.  Prior to his appointment in 2014, he represented consumer debtors in chapters 7 and 13 for 20 years.  He is a member of NACBA and... Read More →
Tuesday December 3, 2024 1:30pm - 3:30pm EST
Calibogue

1:30pm EST

Track 2: Intermediate & Advanced Bankruptcy Topics: Battling Student Loan Debt and Understanding the Tools that Can Help
Tuesday December 3, 2024 1:30pm - 3:30pm EST
Tackle the challenge of student loan debt in bankruptcy. This session explores the latest tools, including litigation options, hardship discharge strategies, and income-driven repayment plans. Gain insight into recent court rulings and legislative changes that may benefit your clients. Equip yourself with the knowledge to navigate this complex and evolving area of law and offer your clients relief from overwhelming student loan burdens.
Speakers
avatar for George Vogl

George Vogl

Leveraging over 15 years of experience as a former bankruptcy andconsumer-rights Attorney, George has keen insight into the day-to-daytechnology and operational needs of this client base. Serving as ManagingDirector, he works with law firms to streamline their procedures and implementindustry... Read More →
avatar for Edward C. Boltz

Edward C. Boltz

Partner, Law Offices of John T. Orcutt PC
Mr. Boltz received his B.A. from Washington University in St. Louis in 1993 and his J.D. from George Washington University in 1996. He is a member of the North Carolina State Bar, where he has been certified as a specialist in consumer bankruptcy law. He is admitted to practice before... Read More →
VK

Vivieon K. Jones

Northern District of Georgia, Assistant United States Attorney
Vivieon Jones is an Assistant United States Attorney in the Northern District of Georgia handling bankruptcy and financial litigation matters. She previously served as a trial attorney for the United States Trustee Program. Additionally, Ms. Jones worked in private practice in Maryland... Read More →
Tuesday December 3, 2024 1:30pm - 3:30pm EST
Danner

4:30pm EST

NACBA Group Event | Holidays in Savannah {TICKETS REQUIRED}
Tuesday December 3, 2024 4:30pm - 10:00pm EST
DESCRIPTION
The magic of the Holidays are here! Experience the magic of the holidays at Plant Riverside District!

Enjoy a European-style outdoor holiday market as well as a Festival of Trees, live performances, photos with Santa, a wide range of holiday-themed food and drink options, and so much more. Tickets are required for each person, including children. Cost of tickets include round trip transportation to Savannah and back to the hotel. Dinner and shopping are on your own. Please use the link below for more information.

https://www.savannahchristmasmarket.com/
Tuesday December 3, 2024 4:30pm - 10:00pm EST
 
Wednesday, December 4
 

8:00am EST

Breakfast | Sponsor and Exhibitor Meet & Greet
Wednesday December 4, 2024 8:00am - 9:00am EST
Wednesday December 4, 2024 8:00am - 9:00am EST

8:00am EST

NACBA Registion, Check-In and CLE Info
Wednesday December 4, 2024 8:00am - 3:30pm EST
Wednesday December 4, 2024 8:00am - 3:30pm EST
Advantage Coat Room/Savannah Foyer

9:00am EST

Track 1 Fundamentals, Getting the Best Bankruptcy Results for your Clients: Getting It Right: Due Diligence and Practice Management Essentials
Wednesday December 4, 2024 9:00am - 10:00am EST
Doing your due diligence to gather information and documents, filling out those darn forms, organizing your practice to keep track of all the stuff and making sure nothing falls through the cracks, audit proofing your file, listing all the creditors, getting it right the first time.    
Speakers
avatar for Alex J. Dolhancyk

Alex J. Dolhancyk

Attorney, Dolhanck Law
With over 30 years of experience, attorney Alex Dolhancyk offers valuable insight into consumer bankruptcy cases. He is the current 11th Circuit Leader and past Georgia state chair for the National Association of Consumer Bankruptcy Attorneys (NACBA); is Board Certified in Consumer... Read More →
avatar for Sarah Beth Withers

Sarah Beth Withers

Attorney, Inner Banks Legal Services
Sarah Beth is the founder of Inner Banks Legal Services, a non-profit law firm committed to bridging the justice gap in Eastern North Carolina. As a Board Certified Consumer Bankruptcy Law Specialist, she focuses on representing consumers in Chapter 7 and Chapter 13 bankruptcy cases... Read More →
Wednesday December 4, 2024 9:00am - 10:00am EST
Calibogue

9:00am EST

Track 2: Intermediate & Advanced Bankruptcy Topics Efficiently Managing Your Clients Case
Wednesday December 4, 2024 9:00am - 10:00am EST

Boost your practice’s efficiency by mastering the art of case management. This session covers essential tools and techniques for organizing client files, tracking deadlines, and staying on top of communication. Learn best practices for managing high caseloads, keeping clients informed, and avoiding missed deadlines. Set up a smooth process to ensure your clients' cases move forward without unnecessary delays.
Speakers
avatar for Rachel Foley

Rachel Foley

CEO, Foley Law - KC Bankruptcy
Rachel founded Foley Law, a firm commonly known as KC Bankruptcy, where she devotes over 90% of her professional time to consumer bankruptcy law. Her education primarily focused on sciences and medicine, but it was the concept of debt freedom presented in Deuteronomy 15:1-2 that drew... Read More →
avatar for Gene Melchionne

Gene Melchionne

Vice President NACBA, Attorney at Law
Gene Melchionne is a native of Waterbury, Connecticut, and previously resided and practiced there.  He is an avid boater, amateur musician, and MacUser, spending every weekend on his boat with his guitar and iPad. He is Vice President of the National Association of Consumer Bankruptcy... Read More →
Wednesday December 4, 2024 9:00am - 10:00am EST
Danner

10:00am EST

Track 1 Fundamentals, Chapter Selection in Bankruptcy and Exemption Planning Considerations in Chapter 7 and 13
Wednesday December 4, 2024 10:00am - 11:00am EST
Analyzing your client’s property rights, exemptions and financial affairs to maximize what your clients keep in bankruptcy and minimize what they pay in chapter 13. Passing the best interest of creditors test in chapter 13 to keep all the stuff?
Speakers
avatar for Richard Nemeth

Richard Nemeth

Managing member, Nemeth & Associates, LLC
Mr. Nemeth has been representing consumers and small businesses in bankruptcy proceedings in Northern Ohio and elsewhere for over 30 years.  In April, 2013 Mr. Nemeth was the first recipient of the NACBA Hammes-Shulman Award for his significant achievements in legislative advocacy... Read More →
avatar for Carey D. Ebert

Carey D. Ebert

Standing Chapter 13 Trustee, Office of the Standing Chapter 13 Trustee
Ms. Ebert received her B.A. degree from H. Sophie Newcomb College of Tulane University, cum laude in Public Policy in 1982.  She received her J.D. in 1985 from Texas Tech University.  She was been a member of the firm, Ebert Law Offices, P.C. since 1989 until 2019.  Ms. Ebert... Read More →
avatar for Jody Bledsoe

Jody Bledsoe

Chapter 13 Trustee
Jody Bledsoe is a chapter 13 trustee for the Fayetteville, Greenville, New Bern, and Wilmington Divisions of the Eastern District of North Carolina.  Prior to his appointment in 2014, he represented consumer debtors in chapters 7 and 13 for 20 years.  He is a member of NACBA and... Read More →
Wednesday December 4, 2024 10:00am - 11:00am EST
Calibogue

10:00am EST

Track 2: Intermediate & Advanced Bankruptcy Topics: Advanced Tax in Chapter 13 Part 1
Wednesday December 4, 2024 10:00am - 11:00am EST

Explore the full range of options for addressing tax debts, both inside and outside of bankruptcy. Learn how to navigate full payment plans, run the statute of limitations, and use Offers in Compromise to manage tax liabilities. Gain insights into when bankruptcy can be a powerful tool for resolving tax debt and understand the challenges and benefits of each approach. Equip yourself with the strategies needed to achieve the best outcomes for your clients facing tax obligations.
Speakers
avatar for Erik Harvey

Erik Harvey

Erik Harvey is North Carolina Board Certified in Business and Consumer Bankruptcy and has been recognized as a Rising Star by North Carolina Super Lawyers from 2014 to 2017. At the law firm of Bennett Guthrie, Erik practices in debt relief, insolvency issues, financial restructuring... Read More →
avatar for Alyssa Maloof Whatley

Alyssa Maloof Whatley

Attorney, Law Offices of Alyssa Maloof Whatley LLC
Alyssa is a tax and bankruptcy attorney serving individuals, self-employed individuals, and small to medium-sized businesses seeking federal tax, state tax, and other debt-relief, including bankruptcy analysis. She has significant experience with federal and state tax disputes, audit... Read More →
Wednesday December 4, 2024 10:00am - 11:00am EST
Danner

11:00am EST

Coffee Break
Wednesday December 4, 2024 11:00am - 11:30am EST
Wednesday December 4, 2024 11:00am - 11:30am EST
Savannah Foyer

11:30am EST

Track 1 Fundamentals, Getting the Best Bankruptcy Results for your Clients:Post-Chapter 7 and Chapter 13 Bankruptcy Discharge Considerations and Concerns
Wednesday December 4, 2024 11:30am - 12:30pm EST
Credit Scores, reports
End of plan issues
Lien Stripping
Mortgage Issues
Speakers
avatar for Jeremy Harn

Jeremy Harn

Attorney, The Law Offices of John T. Orcutt
Jeremy Harn is an associate attorney for the Law Offices of John T. Orcutt. His primary areas of practice are consumer bankruptcy and consumer litigation.  In addition to his work as a Consumer Bankruptcy Attorney, Jeremy has litigated cases involving the Fair Credit Reporting Act... Read More →
EG

Elliot Gale

 Elliot Gale is a Partner and Shareholder at Gale Angelo Johnson P.C. He graduated Magna Cum Laude from the University of Florida in 2004 with a B.A. in History and earned his Juris Doctorate from Santa Clara University School of Law in 2008.Elliot began his legal career at a personal... Read More →
Wednesday December 4, 2024 11:30am - 12:30pm EST
Calibogue

11:30am EST

Track 2: Intermediate & Advanced Bankruptcy Topics: Advanced Tax in Chapter 13 Part 2
Wednesday December 4, 2024 11:30am - 12:30pm EST

Master the intricacies of handling tax liens and navigating tax debts in Chapter 7 versus Chapter 13 bankruptcy cases. Understand how tax liens affect your cases, and explore strategies to manage them effectively. Compare the treatment of taxes under Chapter 7 and Chapter 13, and learn how to determine the best approach for your clients. Stay ahead of potential issues and ensure optimal outcomes when managing tax liabilities in bankruptcy.


Speakers
avatar for Erik Harvey

Erik Harvey

Erik Harvey is North Carolina Board Certified in Business and Consumer Bankruptcy and has been recognized as a Rising Star by North Carolina Super Lawyers from 2014 to 2017. At the law firm of Bennett Guthrie, Erik practices in debt relief, insolvency issues, financial restructuring... Read More →
avatar for Alyssa Maloof Whatley

Alyssa Maloof Whatley

Attorney, Law Offices of Alyssa Maloof Whatley LLC
Alyssa is a tax and bankruptcy attorney serving individuals, self-employed individuals, and small to medium-sized businesses seeking federal tax, state tax, and other debt-relief, including bankruptcy analysis. She has significant experience with federal and state tax disputes, audit... Read More →
Wednesday December 4, 2024 11:30am - 12:30pm EST
Danner

12:30pm EST

Grab 'n' Go Lunch
Wednesday December 4, 2024 12:30pm - 1:30pm EST
Wednesday December 4, 2024 12:30pm - 1:30pm EST
Savannah Foyer

1:30pm EST

Plenary: Ethics Social Media
Wednesday December 4, 2024 1:30pm - 3:00pm EST
Navigating the ethical use of Social Media & AI: chats, listservs and other social forums.
Speakers
avatar for Adrienne Hines

Adrienne Hines

Partner, KWHD&W
With almost 30 years of legal experience, Attorney Adrienne Hines has transformed "bankruptcy" from a daunting word to a powerful tool for financial wellness.Pioneering the digital realm, Adrienne uses TikTok and Instagram to debunk bankruptcy myths and boost financial literacy for... Read More →
avatar for Hon. Elizabeth Gunn

Hon. Elizabeth Gunn

Bankruptcy Judge, United States Bankruptcy Court, District of Columbia
Hon. Elizabeth L. Gunn was appointed to serve as bankruptcy judge for the District of Columbia on September 4, 2020. A COVID-era selection and appointment, she was sworn in by Zoom from her living room. Before her appointment, Judge Gunn served as an Assistant Attorney General for... Read More →
Wednesday December 4, 2024 1:30pm - 3:00pm EST
Calibogue/Danner
 
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