The 2022 TMA Annual

Professional Development Sessions

In addition to 4 days of networking opportunities, you'll also have the ability to earn continuing education credit at our professional development sessions. 

The 2022 TMA Annual Conference will offer 7.4 CLE credits*, 8.9 CPE Credits, and 8.9 CEU credits.

TMA Restructuring Boot Camp Part 1**
Wednesday, Nov 2, 8:00 a.m. - 10:30 a.m.
2.0 CPE credits in Management Services, 1.0 CPE credit in Business Management & Organization available

TMA Restructuring Boot Camp Part 2**
Wednesday, Nov 2, 1:30 p.m. - 4:00 p.m.
2.0 CPE credits in Business Law, 1.0 CPE credit in Behavioral Ethics available

This year TMA is hosting an in-person session of the TMA Restructuring Boot Camp Part 1. TMA Annual attendees may attend this session at a discounted rate of $99 —a $251 value! Part 2 is also included and will be held from 1:30 p.m. - 4:00 p.m. Those who attend both parts of the workshop and who then choose to apply for the CTA or CTP credential will have their application fee waived—an additional $295 value! Space is limited, and seats are first-come, first-serve when registering for The TMA Annual. Additional fee $99.

Diversity, Equity & Inclusion Workshop & Reception: The Interplay of DE&I and ESG
Speakers: Mychal Harrison
, Huron Transaction Advisory LLC, Allen KadishArcher & Greiner, P.C., Amalia Sax-Bolder, Brownstein Hyatt Farber Schreck LLP & Camisha SimmonsSimmons Legal PLLC, & Marc Sullivan, CTP, Phoenix Management Services

Wednesday, Nov 2, 2:30 p.m. - 4:00 p.m.
1.0 CLE credit*, 1.2 CPE credits in Behavioral Ethics available, 1.2 CEU credits

Environmental, social, and corporate governance (ESG) issues encompass a myriad of factors that impact a company and the broader community. ESG may affect the performance of investment portfolios across companies, sectors, regions, and asset classes. Over time, ESG may increasingly guide investment and lending decisions, including distressed investing.

Diversity, equity, and inclusion (DE&I) continues to be a priority for many businesses. From policies and hiring to corporate reporting, finance, and commercial issues, the incorporation of policies around DE&I and ESG are at the forefront of most organizations and overlap in many areas. This presentation will provide an overview of how DE&I issues play into a company’s ESG programs and initiatives, and vice versa, and delve into some of the most relevant issues of the day.

Join us for this one-hour workshop program followed by a 30-minute networking reception.

Opening General Session: The C-Suite Spills the (Boston) Beans: A Futuristic Look at the Restructuring Landscape sponsored by Stretto
Moderator: Holly Etlin, CTPAlixPartners LLP Speakers: John Ferrara, Capstone Partners, Jay GoffmanTeneoNick LeopardAccordion & Jared Yerian, Oliver Wyman

Wednesday, Nov 2, 4:30 p.m. - 5:55 p.m.
1.4 CLE credits*, 1.7 CPE credits in Management Services available, 1.7 CEU credits

During the last few years, the insolvency industry has witnessed a tumult of financial advisory firm activity. New entrants, acquisitions, roll-ups, service expansions, investment banks, and strategy firms are moving into the classic restructuring space. This panel of C-Suite leaders, involved in many of these transactions, will share their motivations, integration processes, and global and service expansion theories. What does the future hold for restructuring firms? Why all this M&A activity? Why are firms expanding services instead of swimming in their lanes?

Join this panel of industry leaders and explore how all of this affects YOU. Should you sell your firm or merge with another? Should you look for a job elsewhere? How can you or your firm compete with all this consolidation, new entrants, etc., and where is the work coming from? Come to the future prepared for all of this and more!

General Session - Main Stage Program
Thursday, Nov 3, 9:15 a.m. - 9:45 a.m.

General Education Session - Life, Liberty and the Pursuit of Talent, sponsored by BakerHostetler
Moderator: Michael Jacoby, CTP, Phoenix Management Services Speakers: Hannah Robb, Eastward Partners, Rosalie Rukerebuka, AlixPartners LLP, Juanita Schwartzkopf, Focus Management Group & Jeff Smith, Lincolnshire Group LLC

Thursday, Nov 3, 10:00 a.m. - 11:00 a.m.
1.0 CLE credit*, 1.2 CPE credits in Personnel/Human Resources available, 1.2 CEU credits

Join this panel for a deep dive into the challenges—and opportunities—within the current labor/staffing market for both restructuring firms and their clients. How will immigration (or lack thereof), COVID, and Baby Boomers leaving the labor market affect us in the near future? Can you restructure to use less labor? Which industries are suffering the most? Gain insights on all this and more.

The Tech Revolution: Blazing a New Freedom Trail into the Metaverse
Speakers: Robert Dickey IV,
Foresite Advisors, Jennifer Faubion, Cairncross & Hempelmann Mudasir Marfatia, Ernst & Young, Tod McDonald, Valid8 Financial, & Alyssa Miller, Epiq

Thursday, Nov 3, 11:15 a.m. - 12:15 p.m.
1.0 CLE credit*, 1.2 CPE credits in Information Technology available, 1.2 CEU credits

We’ve entered a new phase of the Information Age, and if you’re not exploring ways to capitalize on new tech applications, you’re missing out. In this session, we’ll explore new concepts in Big Data, including automation and Artificial Intelligence (AI) in legal processes, quantum computing in finance, and the future of privacy.

Fraud and Field Examiners: Finding Benedict Arnold, sponsored by Cambridge Savings Bank
Moderator: Keith BroylesCambridge Savings Bank Speakers: Kevin Clancy, CTP, CohnReznick LLP, Doug Jung, Hilco Diligence Services & Lori Wong, Capstone Partners

Thursday, Nov 3, 11:15 a.m. - 12:15 p.m.
1.0 CLE credit*, 1.2 CPE credits in Finance available, 1.2 CEU credits

Over the last two and half years, fraud and field examiners have had to battle many obstacles directly resulting from COVID mitigation strategies, including:
·      Accounting and finance staff of clients being completely remote
·      Clients not allowing third parties (non-employees) onto the premises and warehouses
·      Third-party warehouse providers not allowing on-site visits, and test counts
·      Requests to put off-field exams and audits for several months and quarters

These challenges resulted in uncertainty around verifying collateral—the very foundation of asset-based lending while also affecting CPA firms and others in regard to how they conducted their routine and not-so-routine auditing work. Do these challenges remain today? Join us for a panel discussion where fraud and field examiners will share their real-life stories about the challenges, they experienced during the first 12 to 18 months of the pandemic and discuss how these changes affect their current approach to work.

TMA Awards Ceremony, followed by the Keynote Luncheon, sponsored by White Oak Commercial Finance***
Thursday, Nov 3, 12:30 p.m. - 2:00 p.m.

Look Around, Look Around: Geopolitical Considerations Around COVID and War in Ukraine
 Ulos Anderson, Gordon Brothers, Ben Crilly, Kroll, Inc., Enrica Maria Ghia, GHIA Studio Legale Associato, & Luis Fabiano Saragiotto, TMA Brasil and Journey Capital

Thursday, Nov 3, 2:15 p.m. - 3:15 p.m.
1.0 CLE credit*, 1.2 CPE credits in Economics available, 1.2 CEU credits

Join us as we explore how the war in Ukraine, coupled with lingering COVID challenges, is affecting businesses worldwide. From inflation to business relocation to supply chain to impacts on food and agriculture, join us as we discuss the forecast for what’s to come.

The Biotech Battalion Takes on Pharmaceuticals, Assets, and Investments
Moderator: Joshua Pichinson,
Sherwood Partners Speakers: Matthew English, CTP, Arch + Beam & Scott Geary, Sherwood Partners

Thursday, Nov 3, 2:15 p.m. - 12:15 p.m.
1.0 CLE credit*, 1.2 CPE credits in Specialized Knowledge available, 1.2 CEU credits

Learn the ABCs of the biotech world, including restructuring in biotech. What is the market like for this industry, and where is the money going? Where does the FDA process fit in, and what are the unique considerations regarding the erosion of asset value? What insolvency paths exist? Join this panel of experts as we talk through the unique challenges in biotech.

Industry Titans Spill the Tea sponsored by Riemer Braunstein
Jason Boland, Norton Rose Fulbright, DJ Miller, Thornton Grout Finnigan LLP, Brian Resnick, Davis Polk & Wardwell, LLP, Becky Roof, AlixPartners & Rachael Smiley, Ferguson Braswell Fraser Kubasta PC

Thursday, Nov 3, 5:15 p.m. - 6:15 p.m.
1.0 CLE credit*, 1.2 CPE credits in Personal Development available, 1.2 CEU credits

The giants of the restructuring world didn’t get where they are today without enduring some bumps and bruises as they learned critical lessons along the way. Hear directly from luminaries who have been trailblazers in the restructuring community as they discuss what’s next for the industry.

Bonus Education Session: The Unprecedented Financial Crisis of the Evergrande Group
Speakers: Dennis Kwok
, Elliott Kwok Levine & Jaroslaw LLP, Tanya Meerovich, CTP, FTI Consulting & Steven Wilamowsky, ArentFox Schiff LLP

Friday, Nov. 4, 9:00 a.m. – 10:00 a.m.
1.0 CLE credit*, 1.2 CPE credits in Specialized Knowledge available, 1.2 CEU credits 

All eyes are on the largest property developer in China, the Evergrande Group, as offshore creditors holding bonds and notes are looking at billions of dollars in losses if they do not act to protect their interests in various jurisdictions. The preliminary restructuring plan recently announced by Evergrande Group in Hong Kong gives creditors and investors very little reassurance of meaningful recoveries nor much of an inkling as to what the plan actually is. Meanwhile, a creditor in Hong Kong has petitioned to wind- up the company, with a preliminary hearing set for later this year. Evergrande may be only the (very large) tip of the iceberg as many other Chinese property developers are facing similar difficulties arising from the ongoing real estate crisis in China, with many international debtors and bondholders having billions of dollars at stake.

If there is to be a restructuring (itself an interesting question given the unique political considerations at play), it is likely to involve schemes of arrangement in multiple jurisdictions that may include New York, Hong Kong, and the Cayman Islands. Complex issues of law and overlapping jurisdictions would inevitably arise. How do investors and creditors navigate through these issues and protect their interests? This panel will provide an in-depth analysis of these and related issues.

*CLE has been accredited in Delaware, Pennsylvania, and Texas. Other jurisdictions are currently pending. The CLE credit listed here is for registrants who attend sessions in-person during the conference. Additional CLE credit may be available for attendees on-demand after the conference. For more information, please visit