Opening Program

Wednesday, September 25 |  3:00 - 4:30 p.m.
Main Stage: Hope Ballroom DE | Sponsored by KeyBank

You Ain't Seen Nothin' Yet:
Mega Trends in the Economy

Industry experts share their forecasts for coming disruption. Get ahead of the curve and learn how these changes will affect restructuring opportunities in key fields such as health care, supply chain/logistics, and others.

1.25 CLE accredited in Delaware, Illinois, Ohio, Pennsylvania, and Texas. Other jurisdictions pending.
1.5 CPE credits in Specialized Knowledge

Prerequisites: Basic knowledge of financial and operational restructuring
Who Should Attend: All restructuring professionals are welcome
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Live

Refunds and Cancellation: Notification of cancellation must be submitted via email to conferences@turnaround.org. Phone cancellations are not accepted. Cancellations received on or before Monday, September 9 will be refunded less a $250 processing fee. Cancellations received after September 9 will not be refunded.

NASBA CPE Registry logoTurnaround Management Association (TMA) 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

 

Speakers:
Sergio Meneses, Alvarez & Marsal
David Neumann, Meyers, Roman, Friedberg & Lewis
Allen Wilen, CTP, EisnerAmper
Moderated by Sheila Smith, CTP, Gordon Brothers
 

Sergio Meneses, Alvarez & Marsal

Sergio Meneses is a Managing Director with Alvarez & Marsal in Mexico City. With 20+ years of financial and consulting services experience, he focuses on designing and executing large business transformations, performance improvement programs, and growth strategies.

Mr. Meneses has significant experience in various industries including consumer and industrial goods, retail, food and beverages and pharmaceutical. He has worked in Mexico, the U.S., Andean Region, Central America, Southern Cone and the Middle East.

Prior to joining A&M, Mr. Meneses spent 12 years at PwC Strategy (formerly Booz & Co.) leading the Consumer and Industrial practice for North Latin America; five years at Oliver Wyman conducting large transportation and infrastructure projects; and three years at Salomon Brothers within the Latin-American Corporate Finance Group executing M&A, equity and debt transactions.

Mr. Meneses earned a bachelor’s degree in industrial engineering from Monterrey Institute of Technology and Higher Education (ITESM) and an MBA from IESE Business School. He has lectured on corporate strategy and strategic planning in Mexican universities.

 

David Neumann, Meyers, Roman, Friedberg & LewisAll businesses face financial and operational challenges – either their own challenges or those of a customer or supplier. For nearly two decades, David Neumann has advised clients on corporate insolvency, creditor rights, business reorganization, bankruptcy litigation, receiverships, and related transactions. David provides creative and impactful business solutions to these transactional and supply-chain concerns.

David is originally from Lexington, Massachusetts, and is a long-time resident of Olmsted Falls, Ohio, where his wife, Holly, was raised and where she now serves on the local school board. David has two daughters and is a proud and active member of the west-side Cleveland Jewish community.

 

Allen Wilen, CTP, EisnerAmper LLPAllen Wilen is a Partner and serves as the National Director of the Financial Advisory Services Group. In this role, he leads a team of over 100 professionals dedicated to assisting the firm’s clients through the litigation and restructuring process. Allen provides forensic accounting, valuation and litigation support services specializing in the areas of distress, debt restructuring, and business disputes. In addition, he provides analysis of insolvent and troubled companies, provides advice in turnaround and crisis situations, counsels purchasers in the acquisition of assets within the bankruptcy arena, and provides expert advice to parties in civil matters. He has more than 20 years of financial and accounting experience in both national and regional public accounting firms.

Allen has been involved in numerous complex matters requiring expertise in forensic accounting and operational analysis. He has been qualified as an expert in numerous state and federal courts throughout the United States. He testified on matters including commercial damages, lost profits, fraudulent transfer and actual intent to defraud.

Allen has represented numerous distressed businesses in navigating their path through the complexity and confusion of the turnaround, sale and liquidation processes. Allen has been appointed in numerous fiduciary capacities by both federal and state courts as a Receiver, Special Fiscal Agent, Liquidating Trustee, Examiner, Provisional Director, and Chief Restructuring Officer. In addition, he often represents court appointed trustees, receivers, and examiners, and has been involved in a large number of high profile cases.

Allen has written articles and industry journals, including a number of sections in the Turnaround Management Association’s Body of Knowledge and a chapter on Financial Reporting in Bankruptcy for the American Bankruptcy Institute’s CRO Handbook. He has also been a speaker on several topics, including director and officer liability in non-profit entities, prepackaged chapter 11s, valuation, professional ethics and distressed healthcare-related entities.

 

Sheila Smith, CTP, Gordon BrothersSheila Smith serves as an advisor to Gordon Brothers. She has over 25 years of experience in financial advisory and restructuring services. Sheila retired in 2015 from Deloitte after serving in numerous leadership positions including Restructuring Service Line Leader for the Americas Region, Service Line Leader of the U.S. and the New England FAS practice. She has participated in hundreds of bankruptcy, restructuring, financial consulting, and §363 sell-side advisory engagements. She is considered a leading authority in the restructuring marketplace and has been recognized by numerous professional organizations including the American Bankruptcy Institute (ABI), Hugh O’Brian Youth Leadership (HOBY), International Women's Insolvency & Restructuring Confederation (IWIRC), New York Institute of Credit (NYIC), and Turnaround Management Association (TMA). Smith began her professional career as a special education teacher moving to Boston to get her MBA in Public Management. Thereafter she was a senior finance officer of a building materials company that failed, resulting in her introduction to insolvency.

ConferenceAgenda

Tuesday, September 24  
9:00-11:00pm Party in the USA – Pre-Show Party co-sponsored by TMA Ohio*
Eliot's Living Room (Hilton)
RSVP required
Wednesday, September 25  
7:30-8:15am  TMA Golf Scramble Registration and Breakfast 
Canterbury Golf Club
8:15am-12:30pm  Great Balls of Fire TMA Golf Scramble at Canterbury Golf Club**
11:00am-1:00pm  R.E.S.P.E.C.T. – Inaugural TMA NOW and IWIRC Lunch and Fireside Chat with the Judges**
Nuevo Cleveland (Sponsored by 50 Words LLC)
11:00am-1:00pm Hungry Like the Wolf Cleveland Food Tour**
West Side Market
1:00-7:30pm  Come Together Attendee Lounge Open
Hope Ballroom A-C & Foyer
1:00-7:30 pm Registration Open
Lakeside Foyer (Level 3)
2:15-3:00pm I Feel Good Mimosa Bar sponsored by FTI Consulting
Lakeside Foyer (Level 3)
3:00-4:30pm Main Stage: Opening Program: You Ain't Seen Nothin' Yet – Mega Trends in the Economy 
sponsored by KeyBank
Hope Ballroom DE
4:30-5:30pm Into the Groove First-Time Attendee Reception sponsored by Melcap Partners
Center Street A
5:30-7:30pm The House is Rockin' Opening Reception sponsored by Huntington Business Credit and Saul Ewing Arnstein & Lehr LLP
Hope Ballroom A-C and Foyer
9:00-11:00pm Forever Young TMA NextGen Late Night**
The Corner Alley

Thursday, September 26

 
6:00-6:15am Born to Run TMA 5K Run/Walk Registration brought to you by Fleet Feet Cleveland
Hilton Lobby (Ontario Side) | Sponsored by Newpoint
6:15-7:15am Born to Run TMA 5K Run/Walk** brought to you by Fleet Feet Cleveland
Downtown Cleveland | Sponsored by Newpoint
8:00am-6:30pm Registration Open 
Lakeside Foyer (Level 3)
8:00am-5:00pm  Come Together Attendee Lounge 
Hope Ballroom A-C & Foyer 
8:00-9:00am Walking on Sunshine Networking Breakfast sponsored by Gordon Brothers
Hope Ballroom A-C & Foyer
 
9:00-9:15am Main Stage: We Will Rock You Opening Remarks
Hope Ballroom DE
9:15-9:45am Main Stage: A Star is Born – Finding Your Firm's Next Rockstar
Hope Ballroom DE
10:00-11:00am Main Stage: Under Pressure Plenary: Crisis Communications in the Digital Age 
Hope Ballroom DE
11:15am-12:15pm 

Education Breakout: Spotlight – Turnaround Strategy in Sexual Abuse-Related Restructuring Cases
Center Street C

Education Breakout: Everybody Wants to Rule the World – Multilateral Negotiations sponsored by Riemer & Braunstein
Center Street B

12:15-1:45pm

Main Stage: This Is How We Do It – Luncheon Keynote: Dr. Dambisa Moyo***
Hope Ballroom DE
2:00-3:00pm 

Education Breakout: ABC, Easy as 1,2,3 – ABCs vs. Bankruptcies vs. Article 9 vs. Receiverships sponsored by Candlewood Partners
Center Street C

Education Breakout: Welcome to the Jungle – Music, Entertainment, and IP
Center Street B

3:15-4:15pm Main Stage: Closing Program: We Are the World – International/Cross-Border Restructuring
Hope Ballroom DE
4:15-5:00pm Just What I Needed Moscow Mule Bar sponsored by Ashby & Geddes
Hope Ballroom A-C & Foyer
4:30-5:00pm Celebrate! LGBT Reception 
Eliot's Bar
5:00-6:00pm  We Are the Champions Chair's Reception* 
Eliot's Living Room
6:30-7:00pm Transportation Loading for Closing Reception sponsored by Ritchie Bros.
Hilton Lobby (Ontario Side)
7:00-9:30pm  Final Countdown Closing Reception at Rock & Roll Hall of Fame sponsored by Ritchie Bros.****
9:30-11:00pm Encore Performance: Pump Up the Jam TMA After Dark sponsored by Alvarez & Marsal
Rock & Roll Hall of Fame (Upper Level/Patio)
Friday, September 27  
8:00-10:30am Wake Me Up Before You Go-Go Grab n' Go Breakfast and 1:1 Meetings 
Hope Ballroom A-C & Foyer
8:30-11:30am When I Ruled the World Joint TMA Executive Board/Board of Trustees Meeting*
Center Street BC


Agenda subject to change. View the full agenda

*Invite only 
** Extra cost to attend 

HotelReservations

Due to a record-breaking number of registered attendees, the room blocks at The Westin Cleveland Downtown and The Hilton Cleveland Downtown are sold out. The following hotels are nearby and have availability during The Annual. We apologize for any inconvenience! 

Double Tree Hilton
Renaissance Cleveland Hotel
Hyatt Regency Cleveland at the Arcade
 

The Hilton Cleveland Downtown - SOLD OUT

The Hilton Cleveland Downtown
100 Lakeside Ave E
Cleveland, OH 44114
(216) 413-5000