Conference - Turnaround Management Association

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Conference - Turnaround Management Association

T M A’ S T E N T H A N N U A L

Northwest

Cross-Border

Conference

September 10 - 12, 2009 ▼ Seattle, Washington

P R E S E N T E D B Y T H E N O R T H W E S T C H A P T E R O F T M A

Arctic Club Hotel ▼ Seattle, Washington


A G E N D A

CPE credits:

5 General

Credits and

1.5 Ethics Credit.

An application

form can be found

on the last page of

this brochure.

Thursday, September 10, 2009

5:00 – 7:00 p.m. Early Registration

7:00 – 9:00 p.m. Opening Cocktail Reception Arctic Club Hotel Dome Room

Friday, September 11, 2009

7:30 – 8:30 a.m. Continental Breakfast

Welcome and Announcements, and Conference sessions will be held in the Arctic Club Hotel Dome Room

8:30 – 8:45 a.m. Welcome and Announcements

Welcome: Stephen M. Barkley, President NW Chapter of TMA, Senior Vice President, Union Bank

Program Introduction: Katriana Samiljan, Conference Chair, Partner, Bush, Strout & Kornfeld

8:45 –10:00 a.m. Fraud Panel “Deceit and Dishonesty Double During Downturns”

Moderator: Nina Gerbic, Partner, Dawson Gerbic, LLP, Seattle, Washington

Panelists: Peter Armstrong, Associate Partner, KPMG LLP; Carl Blackstone, Assistant United States Attorney for

the Western District of Washington; Robert Prior, Chief Federal Prosecutor, Public Prosecution Service of

Canada; David Taylor, Partner, Perkins Coie LLP

10:00 –10:15 a.m. Coffee Break

10:15 –11:30 a.m. Canada versus USA: Commercial Loan & Workout Issues in Non-Mega Cases

Moderator: Ragan Powers, Partner, Davis Wright Tremaine LLP

Panelists: Kibben Jackson, Partner, Fasken Martineau; Jay Kornfeld, Partner, Bush, Strout & Kornfeld; John

Rizzardi, Cairncross & Hempelmann, P.S.; Teri Stratton, Senior Vice President, Macquarie Capital (USA) Inc.

11:30 – 1:30 p.m. Lunch Arctic Club Hotel Dome Room

Keynote Speaker: Jack Hamann, Author of On American Soil: How Justice Became a Casualty of WWII, a nonfiction

investigative account of one of the largest and most controversial events in American civil rights history.

1:30 – 3:00 p.m. The Liquidity Crunch: Who Is Lending and on What Terms?

Moderator: Ragan Powers, Partner, Davis Wright Tremaine LLP

Panelists: Brad Edgelow, Vice President, USM Capital; Bill Hanneman, Zachary Scott Investment Bankers; Mitch

Reed, Senior Vice President, Corporate Finance, Prudential Capital; Steven Schiller, Managing Director, Gordian

Group RSM Richter

3:00 – 3:15 p.m. Coffee Break

3:15 – 4:45 p.m. Judge’s Panel: Hot Topics from the Bench

Moderator: Phil Lalonde, Counsel, Brownlee LLP

Panelists: Honorable Ms. Louise De Carl Adler, Judge of the United States Bankruptcy Court for the Southern

District of California; Honorable Mr. Donald I. Brenner, Chief Justice of the Supreme Court of British Columbia;

Honorable Mr. Bruce A. Markell, Bankruptcy Judge, United States Bankruptcy Court for the District of Nevada, and

Judge, Bankruptcy Appellate Panel of the Ninth Circuit; Honorable Ms. Juliana Topolniski, Justice to the Court of

Queen’s Bench

7:30 –10:00 p.m. Reception and Dinner | Arctic Club Hotel Dome Room

Honoring Clyde Hamstreet, CTP, Hamstreet & Associates, for his 20th Anniversary of TMA membership

and his significant contributions to the Corporate Renewal Industry and TMA.

Introductions by: Gayle Bush, Partner, Bush Strout & Kornfeld; Bill Skelly, Partner, Heenan Blakie and Shirley

Dunn, CTP, Principal, Hamstreet & Associates

Saturday, September 12, 2009 | Breakfast and Activities

7:30 – 9:00 a.m. Continental Breakfast | Arctic Club Hotel Dome Room

10:30 a.m. Golf outing at the prestigious Newcastle Golf Club.

Transportation will be provided by bus. Please gather near the main lobby entrance at 8:00 a.m.

11:00 a.m.– Scenic Puget Sound and Lake Union Cruise

4:00 p.m. Please gather near the main lobby entrance at 11:00 a.m.

6:00 p.m. Gala Cocktail Reception & Dinner - Columbia Tower Club, 75th floor of Columbia Tower,

downtown Seattle with sweeping views of the city.

Sunday, September 13, 2009

Check out and departure


K E Y N OT E S P E A K E R

S P O N S O R S

Jack Hamann

Author and Journalist

Jack Hamann lives in Seattle, where he is an

author and journalist. His career spans twentynine

years, including a decade as a network

correspondent and documentary producer

for CNN and PBS. His work has earned

dozens of journalism honors, including ten

regional Emmy awards.

Jack’s assignments have taken him around the

world. He's been inside a pen with wild wolves in

Yellowstone National Park, inside a prison with

convicted killers in Siberia, thirty miles offshore

with fishermen chasing giant tuna in the North

Atlantic, three miles above sea level with peasants

battling blight in Peru, and miles from nowhere

mushing a team of champion dogs in the Yukon.

His lifetime travel also includes Cuba, China, South

Africa, Nepal, Russia, Japan, Taiwan, Thailand,

Panama, Brazil, Argentina and most of Europe and

North America, including all 50 states (Arkansas

was #50).

Jack is the author of On American Soil: How Justice

Became a Casualty of WWII (Algonquin Books, 2005

| University of Washington Press, 2007), a nonfiction

investigative account of one of the largest and

most controversial events in American civil rights

history. On American Soil was selected as the

outstanding investigative book of 2005 by

Investigative Reporters and Editors, Inc.

The book was directly responsible for an

October 26, 2007 decision by the U.S. Army

Board for Correction of Military Records to

overturn the verdicts in the infamous 1944

Fort Lawton court-martial. Legislation signed

by President George W. Bush on October 14,

2008 ensured that the surviving defendants,

or their estates, receive back pay, plus compound

interest.

Jack is the winner of the 2007 Horace Mann

award, an honor bestowed on those who have

achieved “victories for humanity.” In 2008, the

Washington State Bar Association honored him for

“Excellence in Legal Journalism,” and the Urban

League presented him with its 2008 "Spirit Award.”

Jack is a graduate of UCLA (B.A. Economics,

1976) and the University of Oregon School of Law

(J.D., 1980).

Jack and his wife, Leslie, coach girls’ volleyball

at a high school in Seattle. They have two grown

children.

TMA Northwest Chapter

would like to thank the

following sponsors:

Platinum:

Wells Fargo Business Credit

Wells Fargo Business Credit Canada

Gold:

Lane Powell

Silver:

Celtic Capital

Century Services

KPMG

Miller Thomson, LLP

Myers & Co.

Perkins Coie

PNC Business Credit

Bronze:

Dawson & Gerbic

Realty Marketing NW

Conference Sponsors:

The BMC Group, Inc.

DoveBid


C O N F E R E N C E P L A N N E R S , P A N E L I S T S , S P E A K E R S & H O N O R E D G U E S T

Conference Planners

Stephen M. Barkley (2009 Northwest Chapter President) has been involved

in middle market commercial lending for over 25 years. Currently he is based

in Seattle as the Senior Vice President in charge of credit administration in the

Northwest for Union Bank. Steve has held a variety of commercial banking

roles escalating in responsibility from commercial loan business development

to leading the regional work out department of a major bank. He has been a

director of the Northwest Chapter of the TMA since 2004 and is currently a

member of the TMA’s national board of directors. He is a Certified Public

Accountant with an undergraduate degree in Accounting from Loyola University,

Los Angeles, and an MBA from the University of Southern California.

Daniel J. Boverman recently founded Boverman & Associates, LLC to focus

his restructuring & turnaround practice in the Pacific Northwest after many

years practicing nationally with Huron Consulting Group and Glass &

Associates, Inc. Prior to focusing on turnarounds he was Chief Financial Officer

of several successful companies including Enzymatic Therapy, Inc. He began

his career with Arthur Andersen & Co. and then spent over ten years in investment

banking and private equity investing as CFO of TXL Capital Group,

President of TXL Securities Corporation and Principal in Genstar Capital

Partners, where he led or was involved in numerous mergers, acquisitions and

debt and equity financings and creation of substantial value. Mr. Boverman is a

Certified Public Accountant (Inactive / California), a Certified Turnaround

Professional, a Director, Member and Treasurer of the Northwest Chapter of

the TMA and a member of the Association for Corporate Growth and the

Oregon Entrepreneurs Network. Mr. Boverman holds a B.S. in Business

Administration from the University of California, Berkeley, 1982.

Nina Gerbic is the Accounting, Auditing & Special Projects Partner at

Dawson & Gerbic, LLP. She is an accountant, economist, business valuation

specialist and restructuring advisor. Ms. Gerbic is a Certified Public

Accountant, a member of the Washington Society and American Institute of

Certified Public Accountants, and a member of the Quality Assurance

Review and the Peer Review Oversight Committees for the Washington

State Board of Accountancy. She holds an M.A. in Economics from the

University of Washington. She is a Chartered Financial Analyst chartholder, a

Certified Forensic Financial Analyst with specialized training in Advanced

Economic Damages, Fraud Prevention and Detection and Forensic

Accounting, and is Certified in Financial Forensics. Ms. Gerbic is Accredited

in Business Valuation and is a Certified Valuation Analyst. She is a Certified

Insolvency and Restructuring Advisor (“CIRA”) and a member of the

American Bankruptcy Institute and of the TMA, where she is a Northwest

Chapter Director and the 2009 Membership Chair. Ms. Gerbic holds a B.S.

in Accounting from St. Cloud State University in Minnesota.

V. Philippe (“Phil”) Lalonde is of Counsel at Brownlee LLP in Calgary where

his preferred areas of practice are Litigation with an emphasis in Insolvency &

Restructuring, Contracts & Corporate Litigation, Construction Litigation, Real

Property & Municipal Law Litigation, Directors and Officers Liability/Protection,

Products Liability and Professional Negligence Litigation. Philippe is a member

of the Law Society of Alberta, the Calgary Bar Association, the Law Society of

Upper Canada (Ontario), the Canadian Bar Association and the International

Insolvency Association (INSOL). He has been a speaker and guest lecturer at

workshops and seminars on the areas of directors and officers liability/protection

and corporate insolvency. Mr. Lalonde received his preparatory education

at the University of Saskatchewan (B.A. 1979) and legal education at the

University of Toronto (LL.B. 1979). He was called to the Ontario Bar in 1981

and the Alberta Bar in 1988.

Bruce Leaverton is a Director of the Northwest Chapter of TMA and a

partner in the law firm of Lane Powell. He has practiced business finance

and bankruptcy law for more than 23 years, representing over that time

borrowers, secured lenders, debtors, creditors’ committees, bankruptcy

trustees, indentured trustees, and state and federal court receivers.

In parcticular, he has considerable experience representing corporate clients

in complex financial restructurings, recapitalizations, intellectual property

disputes, and mergers and acquisitions, both inside and outside of bankruptcy

court. His representation of corporate borrowers is aided and informed by

his considerable experience and understanding of the other side of the table,

based on his representation of various institutional lenders in distressed

secured loan and workout matters. His practice has also included a wide

variety of litigation and administrative matters concerning financial issues,

including intercreditor disputes and a variety of investigative and enforcement

proceedings by the U.S. Securities and Exchange Commission.

Conrad Myers, is the founder of Myers & Co, a Portland-based distressed

business consulting practice since 1993. The firm specializes in turnaround

consulting and interim crisis management for troubled businesses and

assisting their creditors both in and out of bankruptcy throughout the

Western United States. The firm’s client base has included private and public

companies from $20 to 500 million in sales and covered a broad diversity of

industries. The firm has a wealth of experience in situations where the resolution

for a troubled company was a business sale in whole or part.

Myers has worked in the troubled business arena for over 22 years and

has also served in numerous cases as a Chapter 11 Trustee, Examiner,

Creditor’s Committee Financial Advisor and State Court Receiver. Myers has

also served as the Plan Administrator and Post Confirmation Disbursing

Agent in numerous Chapter 11 cases.

Conrad is a native of the UK and a graduate of Lincoln College, Oxford

University. He is qualified as both a CPA as well as a UK Chartered Accountant.

Conrad’s financial expertise is grounded in 10 years of public accounting, audit,

and consulting experience at Arthur Andersen & Co and Price Waterhouse.

Conrad worked in senior financial management positions in the high technology,

retail and real estate sectors, including several years as CFO for Wickes

Companies Inc’s real estate and discontinued assets division.

Conrad is a Certified Turnaround Professional, a director of the Northwest

Chapter and its former President. He serves on the Chapter Resources and

Response and CTP Certification Oversight committees of TMA.

Ragan Powers is a Partner in Davis Wright Tremaine LLP where he represents

investors, secured and unsecured lenders, debtors and lessors in

restructuring and bankruptcy. He handles out-of-court workouts and restructurings,

consensual and litigated Chapter 11 cases, distressed business transactions

and related litigation. Ragan has helped clients with a range of issues

including underperforming equity investments, large secured transactions,

management of troubled loan portfolios and distressed financing arrangements.

He has been named as one of “America’s Leading Lawyers for

Business” in Bankruptcy/Restructuring (Washington) by Chambers USA,

2005-2009; as one of the “Best Lawyers in America” in Bankruptcy and

Creditor-Debtor Rights Law by Woodward/White, 2001-present; and as one

of "155 Top Lawyers" by Seattle Magazine and Seattle Business Monthly,

2007 and selected to “Washington Super Lawyers,” Law & Politics, 2001-

2002, 2004, 2006-2009 Mr. Powers is a member of the American Bankruptcy

Institute, the American Bar Association and the TMA and a Director of the

Northwest Chapter of the TMA. He holds a J.D., University of Washington

School of Law, 1981, Order of Barons, Member, Moot Court Honor Board

and a B.A., Economics, Political Science, University of California,

Davis, 1978, with highest honors.


Katriana (“Katy”) L. Samiljan is the Second Vice President of the TMA

Northwest Chapter and conference chair for TMA’s 2009 Cross-Border

Conference. She is a partner at Bush Strout & Kornfeld in Seattle, where she

specializes in commercial debtor issues, emphasizing workouts, restructurings,

and Chapter 11 reorganizations. She has represented clients in diverse

industries, including paper, grocery, power and telephone, farming, software

and commercial real estate. She has been named a Rising Star in

Washington Law & Politics from 2001 through 2008. Katy received her law

degree from Harvard University, and also completed her undergraduate

studies at Harvard University, where she graduated magna cum laude.

Panelists, Speakers and Honored Guests

Louise De Carl Adler is a judge of the United States Bankruptcy Court

for the Southern District of California. In January 2001, she completed a

five-year term as Chief Judge. She served as the first female President of

the National Conference of Bankruptcy Judges (1994–95). She also served

as its vice-president, secretary and as a member of the NCBJ’s Board of

Directors. Judge Adler was also a member of the Board of Trustees of the

NCBJ’s Endowment for Education. She is a fellow in the American College

of Bankruptcy. Judge Adler was a founding member and a member of the

board of the San Diego Bankruptcy Forum. She was also a founding member

and member of the board of Lawyers Club of San Diego. Prior to her

appointment to the bench in l984, Judge Adler was in private law practice

in San Diego for 12 years, specializing in debtor and trustee representation

and serving as a trustee in bankruptcy. She is a graduate of Loyola

University of Chicago School of Law. Among the notable cases handled by

Judge Adler have been the Roman Catholic Diocese for San Diego;

Maruko, Inc., the first coordinated international reorganization with

Chapter 11 cases filed in both the United States and Japan; Thrifty Oil Co.;

Leap Wireless International (a national cell phone company and its 65

related companies) and the successful reorganization of the San Diego

Symphony. Judge Adler was a parcticipant in the World Bank Insolvency

Initiative and is a co-author of International Insolvency, a reference book

for bankruptcy judges. She received the 2007 Trial Judge of the Year award

from the Consumer Attorneys of San Diego for her work in the Chapter 11

of the Roman Catholic Diocese of San Diego case.

Peter W. Armstrong is a Vice President of and Forensic Practice Leader in

British Columbia for KPMG Forensic Inc. and an Associate Partner, KPMG LLP.

Mr. Armstrong has wide-ranging experience in fraud risk management, investigation

and the quantification of economic losses. Mr. Armstrong has qualified

as an expert in the area of economic loss quantification and testified on various

matters before courts in Ontario, Alberta and British Columbia. Services

offered by Mr. Armstrong and his associates include investigation, litigation

support, fraud risk management, forensic technology, corporate intelligence,

physical security and anti-money laundering advisory services. He has performed

numerous Canadian and international fact-finding investigations looking

at the issues of fraud, theft and misconduct over the course of his career.

His assignments have taken him to the United States, the Caribbean and a

number of countries in Asia, including China, Indonesia, India and

Bangladesh. Peter is a Canadian Chartered Accountant who is designated by

the Canadian Institute of Chartered Accountants as a specialist in the area of

investigative and forensic accounting, Canadian Institute of Chartered

Accountants. He is also a Chartered Business Valuator and a Current Member

of the Boards of the Alliance for Excellence in Investigative and Forensic

Accounting, established by the Canadian Institute of Chartered Accountants

and the Corporate Litigation Journal, published by Federated Press.

Carl Blackstone is an Assistant United States Attorney for the Western

District of Washington. He currently supervises the Complex Crimes Unit,

which is responsible for prosecuting a number of federal crimes including,

corporate fraud, cyber crime, investment fraud, mortgage fraud, bank

fraud, environmental crimes, health care fraud, public corruption, procurement

fraud and tax fraud. Prior to becoming a federal prosecutor, Carl

worked at Morrison & Forester in San Francisco after having completed a

clerkship for Ninth Circuit Judge Cecil Poole. Carl is a graduate of the

University of California at Berkeley and received his law degree from the

University of Oregon.

Chief Justice Donald I. Brenner The Chief Justice was appointed a

Judge of the Supreme Court of British Columbia in 1992 and Chief Justice

of the Court in 2000. Prior to his judicial appointment in 1992 he was in

private practice with Brenner & Company in Vancouver. The firm specialized

in the field of insurance defence in the areas of aviation, products

liability, and professional indemnity.

Gayle Bush specializes in representing commercial debtors in the

Northwest. He is a founding partner of the firm Bush Strout & Kornfeld.

He has significant experience with financial problems involving a wide

variety of businesses. He is a Fellow of the American College of

Bankruptcy. He is AV-rated and has been included in every edition of

The Best Lawyers in America since 1985. In the annual poll of lawyers

conducted by Washington Law and Politics, he has been voted one of the

states ten top Super Lawyers for the past three consecutive years, and has

been the second highest Point Getter each of the past two years. He was

named one of Seattle Magazine’s Top Lawyers 2004-2008, is a former

President of the Federal Bar Association (WDWA), has served as an Elected

Delegate to the Ninth Circuit Judicial Conference, is a former Trustee of the

Young Lawyers Section of the King County Bar Association, and was a law

clerk to Justice James Dolliver of the Washington State Supreme Court.

Arcticles authored by Mr. Bush and seminar publications are on his firm’s

website at www.bskd.com.

Shirley Dunn, CTP, is a senior level financial executive with extensive

experience in the turnaround and restructuring of under-performing

companies. She has significant skills in crisis management, strategic

planning, crisis cash management, cash forecasting, corporate finance and

the development and implementation of revenue enhancement and cost

containment strategies. Ms. Dunn has broad experience with successful

Chapter 11 Bankruptcy reorganizations and she has served as a Chief

Restructuring Officer to the Debtor and Chapter 11 Trustee. Ms. Dunn

is a Certified Public Accountant and practiced with Arthur Andersen &

Company from 1975 – 1979. She holds a number of specialized certifications,

including Certified Turnaround Professional (“CTP”) and Certified

Insolvency and Restructuring Advisor (“CIRA”). She graduated with a B.S. in

Business Administration from Portland State University. Ms. Dunn worked

for Hamstreet & Company from 1991 to 1999 and following a merger, with

Glass & Associates, she was a partner from 2000 to 2004. She joined

Hamstreet & Associates in 2004. Ms. Dunn is a member of the Turnaround

Management Association (“TMA”). She has served on the Board of

Directors of the TMA as Vice President during 2003 and 2004. Ms. Dunn

has served as a Director of the Association of Certified Professionals

(“ACTP”) from 2005 to 2007. In 2002 she was President of the Northwest

Chapter of the TMA.


C O N F E R E N C E P L A N N E R S , P A N E L I S T S , S P E A K E R S & H O N O R E D G U E S T

Brad Edgelow is Vice President USM Capital. He has held sales and

marketing positions in the technology and lease financing industry for over

30 years. Brad began his career at IBM, before moving into the technology

financing business with CIS Canada 10 years later. Most recently, as Vice

President with ICON Capital, headquartered in NYC, his responsibilities

included technology financing, non-IT financing and corporate restructuring

through financing “business essential” capital assets of various descriptions.

US Micro, based in Atlanta, acquired ICON’s technology (IT) lease portfolio

in the spring of 2008. Brad maintained responsibility for USM’s IT lease

financing and technology brokering services in the Pacific Northwest and

Western Canada. He graduated from the University of Calgary with

Bachelor of Commerce with Distinction. He is based in Vancouver, B.C.

Clyde Hamstreet, CTP, (Honoree, Friday Dinner Event) has been a

leading figure in the national turnaround industry for more than fourteen

years, with over 20 years of experience in business consulting and restructuring.

He originally founded Hamstreet & Company in Portland, Oregon,

in 1988. In 1999, he joined forces with two other regional firms to form

Glass & Associates, which he then helped lead to national prominence.

Five years later, Mr. Hamstreet left Glass and founded Hamstreet &

Associates, with a focus on corporate restructuring and turnarounds.

Mr. Hamstreet is well known in the industry for building consensus among

diverse groups of people. His commitment to finding win-win solutions

enables him to bring employees, management, creditors and shareholders

together to achieve successful turnarounds. He is recognized for his ability

to assess companies insightfully, to develop strategic plans of attack, to

identify and resolve through effective negotiation the critical concerns of

lenders, and to provide the necessary direction for management and

employees to attain ambitious goals. His outstanding ability to understand

complex business issues and translate them accurately for the benefit of

non-experts is the foundation of his communication and leadership skills.

With an expertise in corporate finance, management, and governance, Mr.

Hamstreet has held management positions in many corporations, including

Chief Executive Officer, Chief Restructuring Officer, President, Chief

Financial Officer, and Director. He has successfully restructured large and

mid-size companies and has led many initiatives to restore underperforming

corporations to profitability. His experience includes the strategic repositioning

of core operations, complex refinancing arrangements, aggressive

cost reductions, divestitures, and intensive management of working capital.

He recently completed a twenty-two month engagement serving as the

Chief Restructuring Officer of a $1.5 billion company, whose restructured

operations and balance sheet gave birth to sustainable earnings after years

of losses. Mr. Hamstreet has served as an expert witness in numerous federal

cases, and multi-million dollar arbitration matters. He has also advised

corporate boards on improving governance processes and the effectiveness

of the relationship between board and management. In addition to

being a CTP, Mr. Hamstreet has served in leadership positions of the

Northwest Chapter and National TMA and the Association of Certified

Turnaround Professionals. He has been nominated for Turnaround

Practitioner of the Year three times, winning the award in 1994 and again

most recently in 2005. Mr. Hamstreet serves or has served on local and

state boards and commissions, as well as nonprofit and corporate boards.

He holds a B.S. in Business Administration from Oregon State University.

William (“Bill”) S. Hanneman is one of two co-founders of the Seattle

based Investment Bank, Zachary Scott & Co. (Scott is Bill’s middle name).

At Zachary Scott, Bill specializes in mergers and acquisitions, complex

valuation issues, and fairness opinions as well as a variety of corporate

finance engagements. Since the founding of Zachary Scott in 1991, Bill has

advised on the valuation, purchase, recapitalization, or sale of a wide variety

of middle-market companies, including companies in financial distress.

A summary of many of the transactions Bill has managed can be seen in

Zachary Scott’s website at www.zacharyscott.com. Most recently, Bill was

responsible for the sale of the assets of the mechanical contractor W. A.

Botting Company out of bankruptcy. In addition to these transactions, Bill

has been engaged in a wide range of consultancy assignments typically

related to corporate value or corporate finance, including business and

strategic planning, capital structure design, ESOP’s and succession planning.

Bill is a contributing author to Zachary Scott’s quarterly publication

Insight on the Capital Markets, copies of which can be accessed from

Zachary Scott’s web site. Collectively, Zachary Scott has managed nearly

$4.0 billion of transactions.

Kibben Jackson is a Partner in the Litigation and Dispute Resolution

Group of Fasken Martineau. Mr. Jackson’s practice is in general corporate

and commercial litigation with a focus on insolvency, corporate restructurings

and secured creditor realization. He has worked with most of Canada's

largest financial institutions and trustee firms, including in relation to bankruptcies

and receiverships, and has represented both debtors and creditors

in connection with significant reorganizations and debt restructurings. Prior

to joining Fasken Martineau, Mr. Jackson clerked for the Chief Justice of

British Columbia at the British Columbia Court of Appeal. Currently, Mr.

Jackson serves on the Executive Committee of the Vancouver Bar

Association. Mr. Jackon is an Executive Committee Member, Vancouver Bar

Association and a Member, Civil Litigation and Insolvency Sections of the

British Columbia and Canadian Bar Associations.

Armand J. “(“Jay”) Kornfeld is partner at the law firm of Bush Strout &

Kornfeld. He represents companies in commercial creditor and debtor

issues, emphasizing workouts, restructurings, and Chapter 11 reorganizations.

Over the years, he has represented clients in diverse industries,

including commercial fishing, telecom, wood products, retail, grocery, and

commercial real estate. His recent representations include Brown & Cole

Stores (grocery chain with 30 stores) in its Chapter 11 reorganization and

Larry’s Markets in its Chapter 11 sale. He is the former Chair of the Seattle-

King County Bar Association Creditor-Debtor Section. He has been recognized

in: The Best Lawyers in America 2001-2008 editions; Chambers USA,

America's Leading Lawyers for Business, Bankruptcy Section 2005-2008

editions; Washington Law and Politics Super Lawyers 2000-2008 (including

Top 100 Lawyer in Washington in 2007-2008). Mr. Kornfeld graduated

from the University of Washington School Of Law with high honors, and

completed his undergraduate work at the University of Notre Dame.

Bruce A. Markell was sworn in as a bankruptcy judge in July of 2004.

Before taking the bench, he practiced bankruptcy and business law for ten

years and was a law professor for fourteen years. He is the author of

numerous arcticles on bankruptcy and commercial law, and a co-author of

four law school casebooks, one of which will soon be translated into

Japanese. He contributes to Collier on Bankruptcy, and is a member of its

editorial advisory board. He is a conferee of the National Bankruptcy

Conference, a fellow of the American College of Bankruptcy, a member of

the International Insolvency Institute, and a member of the American Law

Institute. Since 2007, he has been one of six judges on the Ninth Circuit’s

Bankruptcy Appellate Panel. He has been an adviser to the United Nations

on secured transactions and to the Republic of Indonesia on bankruptcy


eform. He was the International Bar Association’s representative to the

meetings that lead up to UNCITRAL’s promulgation of a convention on the

assignment of receivables.

Robert Prior is the Chief Federal Prosecutor with the Public Prosecution

Service of Canada (“PPSC”) in British Columbia since 1996, where he is

responsible for the conduct of all federal prosecutions that arise in British

Columbia. Mr. Prior’s responsibilities have a heavy emphasis on drug

offences, organized crime, tax evasion and environmental offences. Mr.

Prior has been a prosecutor with the PPSC since 1988. Mr. Prior received is

Bachelor of Laws from Osgoode Hall Law School in 1986 and a Bachelor

of Science, with honors, from the University of Toronto in 1983.

Mitch Reed is a Senior Vice President, Corporate Finance in Prudential

Capital’s San Francisco office. He is responsible for a team which covers

Arizona, Colorado, Montana, Oregon, and Washington, and manages a

$1 billion portfolio of senior term debt, bank loans, subordinated debt, and

private equity investments. Mr. Reed joined Prudential Financial in 1991

and spent two years in marketing and analysis of life and health insurance

products before transferring to Prudential Capital in 1993. Prior to moving

to San Francisco in 1996, Mr. Reed originated and managed investments in

Prudential Capital’s Atlanta and Newark offices. In aggregate, he has

invested approximately $4 billion in more than 100 transactions. Mr. Reed

graduated from Amherst College and holds the Chartered Financial

Analyst designation.

John Rizzardi Since 1979, John has provided strategic and general business

planning to a wide range of companies and their owners, as well as

litigation and dispute resolution assistance, to clients in his business, insolvency

and litigation practice. John is currently serving on the Executive

Committee of the Washington State Bar Association’s Creditor/Debtor

Section. In addition, he has served as the Northwest Chapter of the TMA’s

President in 1999, International President of the TMA from 2002 to 2003,

and was the International Chairman through 2004. He is currently serving

as the chair of TMA’s Past Chairs’ Council and is a member of the TMA

Task Force reviewing TMA’s governance structure. John has been honored

by Seattle Magazine as a 2001, 2003, 2005 and 2007 “Top Lawyer”, has

been named by Washington Law & Politics magazine as a “Super Lawyer”

for nine consecutive years (2001 - 2009) and in the 2009 Corporate

Counsel edition and was listed in Seattle Business Monthly as a “Top

Business Lawyer” in 2006 and 2007.

Stephen M. Schiller is a Managing Director of Gordian Group. Prior to

joining Gordian, he served as an investment banker at Citigroup, where, at

various points in his career, he led the bank’s financial institutions mergers

and acquisitions practice, its Asian M&A business and its sell side business.

He has over 20 years of experience in financial restructuring and complex

M&A. At Gordian, Mr. Schiller works in the firm’s restructuring practice and

in its marketing efforts. Mr. Schiller is a member of the Board of Directors

of Student Sponsor Partners. He received a Bachelor of Arts degree in

International Relations, Phi Beta Kappa, from Stanford University and

is a graduate of the University of Michigan Law School.

William (“Bill”) E. J. Skelly is the partner in charge of the Vancouver

Lending and Restructuring Group of Heenan Blaikie LLP. Bill practices

corporate and commercial law, with a focus on the restructuring of national

and international companies, bankruptcy matters and corporate and commercial

lending. Bill acts for debtors, Trustees, Receivers, Monitors and

many of Canada’s largest financial institutions. Mr. Skelly has published

numerous papers and arcticles and lectured at many conferences on

various insolvency topics, is a contributing author to the British Columbia

Personal Property Security Act Practice Manual and is peer rated as

repeatedly recommended in the annual Lexpert survey. He is a member of

the business law, banking law and insolvency subsections of the British

Columbia branch of the Canadian Bar Association. In 2007, Mr. Skelly was

selected as the first non-American to be the President of the TMA. In 2008,

he was the Chairman of the Board of TMA International. He is also the Past-

President (2003) and a director of the Northwest Chapter of the TMA. Bill

was called to the Manitoba Bar in 1980 and to the British Columbia Bar in

1989. He was a major in finance at the University of Manitoba in the Faculty

of Commerce prior to obtaining his law degree from the University of

Manitoba in 1979.

Teri Stratton is a Senior Vice President in the Los Angeles office of

Macquarie Capital (USA) Inc. Ms. Stratton focuses on providing capital

markets, mergers and acquisitions, and restructuring advisory services to

middle market companies. Previously, Ms. Stratton had eight years experience

in corporate banking, serving in both credit administration and special

assets. Ms. Stratton earned a Masters of Business Administration in Finance,

with Honors, from The Anderson School at UCLA and her undergraduate

degree in Economics from the University of California at Los Angeles.

She is a member of the American Bankruptcy Institute, the Turnaround

Management Association, and the Association of Insolvency & Restructuring

Advisors (AIRA) for which she is also a board member and is a Certified

Insolvency Restructuring Advisor. She has worked in several Pacific

Northwest restructurings including Consolidated Freightways, Crown Pacific

Holdings, Larry’s Markets, Brown & Cole Stores, a private homebuilder, and

two private building products companies.

David F. Taylor is a Partner in the Seattle office of Perkins Coie L.L.P.

and Firmwide Co-Chair, Investigations & White Collar Defense Practice.

Mr. Taylor is a trial lawyer with more than 20 years' experience representing

clients in civil and criminal litigation and investigations throughout the

United States. A former Assistant United States Attorney, Mr. Taylor’s experience

includes grand jury investigations and criminal prosecutions, SEC

enforcement actions, securities class actions, derivative lawsuits, director

and officer liability claims, common law fraud, False Claims Act cases,

RICO claims and contract disputes. Mr. Taylor also regularly leads internal

corporate investigations on behalf of companies and board committees

and advises clients concerning corporate governance issues, director and

officer liability, employee misconduct and fraud, and the design and

implementation of corporate compliance programs. Mr. Taylor received his

J.D. from Harvard Law School, magna cum laude, 1986 and holds a B.A.

from Middlebury College, summa cum laude, Phi Beta Kappa, 1982 and is

admitted to the bars of Washington and Oregon.

Justice Juliana E. Topolniski was appointed to the Court of Queen’s

Bench in 2003. She sits mainly in Edmonton, Alberta and is a member of

the Court's Commercial List. Before her appointment, Justice Topolniski was

a partner of Bishop & McKenzie LLP where her practice was focused in the

areas of commercial litigation and insolvency.


A C C O M M O D A T I O N S

The Northwest Chapter is pleased to hold

the 10th Annual Cross-Border Conference at

The Arctic Club Hotel in Seattle, Washington.

To book your room, contact the Arctic Club Hotel

directly at 1 (206) 340-0430 and ask for the

Northwest Turnaround Management Association

group. Rooms blocked are $169, plus tax. The

number of blocked rooms is

limited, so please book your rooms early. (Room

block at the hotel expires August 31, 2009

following which registrants may need to seek

off-property accommodations.)

W E E K E N D

A C T I V I T I E S

Saturday, September 13:

Daytime:

Golf – Enjoy a morning playing golf at the prestigious Newcastle Golf Club.

Situated on 350 acres with panoramic views of Mt. Rainier, the Olympic and the

Cascade mountains, The Golf Club at Newcastle consists of two 18-hole public

courses (Coal Creek and China Creek), extensive practice facilities and a 44,000-

square-foot clubhouse. Designed by acclaimed golf course architect Robert E.

Cupp in consultation with Masters Champion Fred Couples, the tournamentcaliber,

full-facility complex features challenging fairways and greens, an allweather

driving range, an 18-hole bent-grass putting course, three holes for

pitching, putting and chipping, and lessons and clinics for golfers of all abilities

OR

Scenic Puget Sound and Lake Union Boat Cruise

Take a cruise through the salt water of Puget Sound and the fresh water of Lake

Union via the Hiram Chittenden Locks. Enjoy live narration of Seattle's history,

while viewing the historic waterfront. View the spectacular city skyline one of the

world's largest shipping terminals, the majestic Cascade and Olympic mountain

ranges and the "Sleepless in Seattle" houseboat community.

Evening:

Gala Cocktail Reception

& Dinner

Columbia Tower Club, 75th floor of Columbia

Tower downtown Seattle. Fine dining at its

best with a spectacular view of the city.


C R O S S - B O R D E R C O N F E R E N C E R E G I S T R A T I O N

Thursday, September 10, 2009 – Sunday, September 13, 2009 • Arctic Club Hotel • Seattle, Washington

Name: __________________________________________________________________________________________________

Company Name: ___________________________________________________________________________________________

Address: _________________________________________________________________________________________________

City Province/State Postal Code/Zip Code: __________________________________________________________________________

Phone (Residence): _________________________________________________________________________________________

Phone (Office): ____________________________________________________________________________________________

Phone (Cellular): ___________________________________________________________________________________________

E-mail Address: ____________________________________________________________________________________________

REGISTRATION (All prices U.S. dollars)

Early Bird Registration (through August 31, 2009)

_____________ $625.00 U.S. TMA Members

_____________ $725.00 U.S. Non-TMA Members

_____________ $345.00* U.S. Accompanying Spouse/Guest

Guest:____________________________________________

Registrations received after August 31, 2009

_____________ $725.00 U.S. TMA Members

_____________ $825.00 U.S. Non-Members

_____________ $345.00 U.S. Accompanying Spouse/Guest

Guest:____________________________________________

* Spouse/Guest Registration includes opening reception on Thursday evening, Friday reception and dinner, Saturday breakfast, reception and dinner.

GROUP EVENTS & WEEKEND ACTIVITIES (please indicate below the number of people parcticipating in each event)

Thursday, September 10, 2009 • Opening Cocktail Reception, Arctic Hotel Dome Room

■ I will be attending the dinner. ■ I will be bringing a registered guest to the dinner. ■ I will not be attending the dinner.

Friday, September 11, 2009 • Reception & Dinner, Honoring Clyde Hamstreet, CTP, Hamstreet & Associates

■ I will be attending the dinner. ■ I will be bringing a registered guest to the dinner. ■ I will not be attending the dinner.

Saturday, September 12, 2009 • Gala Reception & Dinner at Columbia Tower Club,

6:00 p.m., walking distance from hotel. Included in conference price,

please indicate whether you and your registered guest will be attending the dinner.

■ I will be attending the dinner. ■ I will be bringing a registered guest to the dinner. ■ I will not be attending the dinner.

Saturday, September 12, 2009

_____________ Newcastle Golf Club • Please gather near the main lobby entrance at 8:00 a.m.

$250 US/CAD – (Includes lunch, golf cart, practice tee, and transportation from the hotel to the golf course.)

Please provide your handicap (maximum 30):_________________

_____________

Scenic Puget Sound and Lake Union Cruise • 11:00 - 4:00 p.m.

Please gather near the main lobby entrance at 11:00 a.m.

$46.00 per person U.S. – (Includes box lunch.)

Register online at

www.turnaround.org/register.asp

For information contact

Diana Montgomery

Northwest Chapter Administrator

(503) 768-4299

northwestchapter@turnaround.org

Register by Mail:

Please submit registration form and Payment to:

TMA NORTHWEST • 3439 NE Sandy Blvd #350 • Portland, OR 97232

■ Please bill my credit card for the following amount: ______________________________

■ MasterCard ■ VISA ■ AMEX Card Number __________________________________

Expiration Date (MM/YY) ___________________________________________________

Name on Card __________________________________________________________

Signature ______________________________________________________________


Form 2

Sponsoring Organization

Certificate of Attendance Verification Form

This form serves as a certificate of attendance in the event that the sponsoring organization does not provide

such a document. It is mandatory that this form be verified by a representative of the sponsoring

organization through his/her completion of the lower portion of the form (the CTP may complete the

upper portion of the form). It is the responsibility of the CTP to request this verification and submit the

completed form, along with a copy of the course agenda or other documentation reflecting the hours and

content of the program.

TO BE COMPLETED BY CTP

Name

Date of Submission

Company

Address

City, ST, Zip, Country

Phone/Fax

Email

Program Name

2009 TMA Cross-Border Conference

Sponsoring Organization TMA Chapters

Date(s) of Program September 11 – 12, 2009

Program Description (i.e.,

conference, webinar, seminar)

Regional Conference

Signature

TO BE COMPLETED BY EVENT SPONSOR

I verify this individual’s hours of attendance at the program listed above.

Hours of Attendance:

Printed Name of Sponsoring

Organization’s Representative

Representative’s Title:

Representative’s Signature:

6.5 CPE credits [5 general credits; 1.5 Ethics credits]

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