innovation distinguishes between a leader and a follower. leadership development in the corporate...
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Leadership for Today, Tomorrow, and Beyond
May 14-16 | JW Marriott ChiCago | ChiCago, illinois
Early bird registration and hotel reservations deadline: Friday, April 12.
Register today at tmasenate.org.
Innovation distinguishes between a leader and a follower.
~ steve jobs
Earn CTP, CLE, CPE, and EThiCs* CrEdiT.
*EThiCs CrEdiT PEnding
You’re Invited to Take the Lead at The TMA SenateThe TMA Institute, TMA’s new comprehensive education system, presents The 2013 TMA Senate, an all-new education symposium focused on leadership. Take an active role in shaping your career and your firm’s future. Enhance decision-making, conflict management, and negotiation strategies to become an influential leader.
Celebrating 25 Years of LeadershipIn our 25th anniversary year, the Turnaround Management Association looks back at a quarter century of leadership development in the corporate restructuring, turnaround management, and distressed investing community. This year, TMA celebrates growth, innovation, learning, and leadership. The TMA Senate brings together the industry’s leaders to enhance the important skills necessary to keep leading the way for the next 25 years.
The TMA Senate Co-ChairsScott A. Eisenberg, Amherst Partners LLCPankaj Gupta, HIG WhiteHorseCarl S. Lane, Willow Tree Consulting Group, LLCGeoffrey A. Richards, William Blair & Company LLCKenneth R. Yager, Newpoint Advisors Corporation
Leadership and learning are
indispensable to each other.
~ john f. kennedy
thursday, May 167:45 a.m. - 11:45 a.m. Registration Open
7:45 a.m. - 8:45 a.m. NextGen Breakfast Panel
8:00 a.m. - 9:00 a.m. Networking Breakfast
9:00 a.m. - 10:15 a.m. General Session
Negotiation Strategies and Techniques
10:15 a.m. - 10:30 a.m. Networking Break
10:30 a.m. - 11:45 a.m. General Session
How to Dominate Your Marketing Niche
Body of Knowledge Courses and CTP Exams
thursday, May 169:00 a.m. - 4:00 p.m. Body of Knowledge
Law Course**
4:30 p.m. - 7:00 p.m. Body of Knowledge Law Exam**
Friday, May 178:00 a.m. - 3:00 p.m. Body of Knowledge
Management Course**
3:30 p.m. - 7:00 p.m. Body of Knowledge Management Exam**
saturday, May 189:00 a.m. - 4:00 p.m. Body of Knowledge
Accounting & Finance Course**
4:30 p.m. - 7:00 p.m. Body of Knowledge Accounting & Finance Exam**
tuesday, May 148:00 a.m. - 10:00 a.m. Certification Oversight
Committee Meeting*
10:00 a.m. - 2:00 p.m. Joint Executive Board & Board of Trustees Meeting*
2:00 p.m. - 4:00 p.m. TMA Chapter Presidents Meeting*
2:00 p.m. - 4:00 p.m. TMA Education Oversight Committee Meeting*
5:30 p.m. - 7:00 p.m. Opening Reception
Wednesday, May 157:45 a.m. - 6:30 p.m. Registration Open
7:45 a.m. - 8:45 a.m. Women’s Breakfast Panel
8:00 a.m. - 9:00 a.m. Networking Breakfast
9:00 a.m. - 10:00 a.m. General Session
People Management Strategies for Our Cyclical Industry
10:00 a.m. - 10:30 a.m. Networking Break
10:30 a.m. - 11:30 a.m. General Session
Managing Project Quality and Ongoing Engagement Risk
11:30 a.m. - 12:30 p.m. General Session
Leadership in Crisis and Challenging Times
12:30 p.m. - 2:00 p.m. Awards Lunch
2:00 p.m. - 3:15 p.m. Breakout Sessions
People Management: How to Recruit, Retain, and Rebalance Your People
How to Market Yourself and Your Firm
3:15 p.m. - 3:45 p.m. Networking Break
3:45 p.m. - 5:00 p.m. Breakout Sessions
Managing Discord During Complex Restructurings
Managing Ego and Building an Effective Team
5:00 p.m. - 6:30 p.m. TMA Trivia Night Reception
*Indicates invitation-only.** Additional fee required,
see BOK + CTP page of brochure for details.
Schedule as of March 29. Subject to change. Visit tmasenate.org for the latest agenda.
All events take place at the JW Marriott Chicago.
Note: Conflicting events are restricted during The TMA Senate hours.
Agenda
Learning LeadershipLearn to strengthen and reinforce leadership skills by attending sessions led by experts, in and outside of the industry. Senior executives and those who have distinguished themselves as leaders are invited to learn from one another and from experts to continue setting the pace.
People Management Strategies for our Cyclical IndustryMary Lynn Fayoumi, CAE, SPHR, President and CEO, The Management Association of Illinois
Most successful leaders are well aware of the fact that their competitive advantage is tied directly to their people. In today’s challenging environment, people management is not to be left to chance. Creating and cultivating a culture in which employees are engaged and invested in the organization’s success involves key strategic decisions in combination with calculated tactical support. Fayoumi will prompt you to do a realistic assessment of your organization’s effectiveness in light of the business climate in our industry. By looking through the lens of current workplace trends, you will be better prepared to tackle the people-related hurdles that can make or break your practice.
Education Sessions
Managing Project Quality and Ongoing Engagement Risk
Duncan S. Bourne, CTP, Managing Director, Wynnchurch Capital Ltd
(moderator)James Mesterharm, Managing Director, AlixPartnersDurc A. Savini, Managing Director & Head of Restructuring & Recapitalization
Group, Peter J. Solomon CompanyKenneth S. Ziman, Partner, Skadden, Arps, Slate, Meagher & Flom LLP
Learn to manage engagement risk through managing client expectations and overall client satisfaction while balancing the risk of actions by other interested parties with different financial objectives. Understanding interested party dynamics and engagement scope is critical at the time of acceptance. Explore how to manage project quality and risk through proper engagement staffing, focused evaluation of alternative scenarios and risk factors, and effective and efficient work product review.
Leadership in Crises and Challenging TimesBob Vanourek, leadership author and speaker
How can you thrive, not just survive, in challenging times? What kind of leadership does it take to weather crises and turnarounds? Vanourek’s hands-on turnaround presentation—based on his proven experience in the trenches—will help you succeed in the most challenging leadership crucibles. Compelling, actionable steps, customized to your challenges will help you step up to success.
How to Market Yourself and Your Firm
Gregory J. Fine, CAE, TMA Global CEO (moderator)Brendan Carroll, co-founder and Partner, Victory Park CapitalGary C. Epstein, Chief Marketing Officer, Hilco
In today’s interconnected business world, marketing involves promotion of yourself and your firm within the industry to gain leverage and competitive advantage. Lead the way in marketing by learning from top chief marketing officers and other marketing leaders in the industry.
People Management: How to Recruit, Retain, and Rebalance Your People
Lawrence Adelman, Principal, AEG Partners LLC (moderator)Marc Bilbao, Managing Director, Imperial Capital LLCPeter Bridges, Townsend Search GroupJeff Tischler, Senior Vice President, Fifth Third Bank
When the hottest commodity in a business is a skilled team, people management skills are essential. Learn how to effectively engage your team, attract highly sought after new members, and create group balance while delivering high return on investment. Improve individual and firm productivity with an efficient, well-balanced team and avoid the costly exodus of your best employees.
Managing Discord During Complex RestructuringsJamie Notter, leadership speaker and consultant
Discover essential tips for dealing with conflict more effectively. Transform discord management from an uncomfortable topic that is often overlooked into a skill that employees at all levels can utilize to solve ongoing problems with direct and efficient strategies.
Managing Ego and Building an Effective Team
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.
Negotiation Strategies and TechniquesVictoria Medvec, Adeline Barry Davee Professor and Executive Director for the Center for Executive Women, Kellogg School of Management, Northwestern University
Negotiation is the art and science of securing agreements between two or more parties who are interdependent and who are seeking to maximize their outcomes. Learn the theory and processes of negotiation so that you can negotiate successfully in a variety of settings.
How to Dominate Your Marketing NicheRon Rosenberg, master of business self-defense, tactical instructor, speaker, head coach
Tired of wasting time, money, and effort on marketing campaigns that just don’t work anymore? Isn’t it time for a change...with a wildly effective approach to marketing that will help you double or even triple the return on each marketing dollar you spend? Hear proven strategies for unprecedented business growth, and learn how to get more customers, increase revenue, and cut expenses in the process.
Visit tmasenate.org to register and get the latest updates to The Senate schedule of events.
TMA Body of Knowledge Courses and CTP Exams
Continuing Education Credits
at The Senate
Education sessions at The 2013 TMA Senate provide an advanced
overview of topics designed to strengthen and reinforce leadership
skills. There is no prerequisite or advance study necessary to
attend the conference or to qualify for continuing education credit. The conference is a “group-live” educational offering. CTP, CPE,
and CLE credit is available (8 hours based on a 60-minute hour or 9.5
hours based on a 50-minute hour).
Visit tmasenate.org for more information.
LawThursday, May 16Course 9:00 a.m. - 4:00 p.m.exaM 4:30 p.m. - 7:00 p.m.
ManagementFriday, May 17Course 8:00 a.m. - 3:00 p.m.exaM 3:30 p.m. - 7:00 p.m.
Accounting & FinanceSaturday, May 18Course 9:00 a.m. - 4:00 p.m.exaM 4:30 p.m. - 7:00 p.m.
The courses are open and beneficial to all restructuring professionals, whether you have a wealth of experience or are
just beginning your career.
Take the exam and the next step toward becoming a Certified
Turnaround Professional (CTP) and distinguish yourself from your peers.
Register at turnaround.org.
NextGen Breakfast Panel
thursday, May 167:45 a.M. - 8:45 a.M.
The turnaround community’s rising leaders gather to hear
firsthand lessons on what it takes to advance up the leadership ranks in a very
competitive field.
Networking and Special Events Opening
Receptiontuesday, May 14
5:30 p.M. - 7:00 p.M.Reconnect and network with colleagues and develop new
business opportunities at The Senate’s kickoff event.
Women’s Breakfast Panel
Wednesday, May 157:45 a.M. - 8:45 a.M.Engage in a leadership
discussion with some of the industry’s most successful
women.
Find out as Brain Sportz Trivia leads you through an interactive
hour of trivia questions ranging from pop culture to history, Seinfeld to the
Super Bowl. There will be audio and video questions with a live host. Some questions will be prepared ahead of time, but others
might be written on the spot based on attendee suggestions.
Food and drinks will begin at 5:00 p.m. in the Grand
Ballroom. Between 5:00 - 5:30 p.m., select a number from the table at the
entrance if you wish to participate in the competition. This number will assign you a table and your team. If you do not wish to participate, there will be plenty of room for
spectators to network and cheer on their colleagues. Trivia will take place
from 5:30 p.m. - 6:30 p.m.
the rules are siMple:
don’t Cheat and have Fun!
TMA Trivia Night Reception
Wednesday, May 155:00 p.M. – 6:30 p.M.
Before you head out for a night on the town, engage in a fun, team-
building trivia contest. Are you the smartest one in the room?
JW Marriott Chicago Reservations
Online Reservations: tmasenate.orgReservations Phone: 877-303-0104Discounted Room Rate: $269 plus taxes (currently 16.4%)
Reservation Deadline: Friday, April 12, 2013TMA strongly encourages you to make your hotel reservation early, as the hotel and discount block may sell out prior to April 12, the reservation deadline. After the deadline, reservations will be accepted on a space-available basis and higher rates may apply. To receive the discounted room rate, please mention TMA when making your reservations.
Attendee Flight Discounts
aMeriCan airlinesaa.com/group
Discount: 5% offDiscount code: A2253DP
united airlinesunited.com
Discount: 5% to 10% off depending on flight selection
Offer code: ZPWD922836
avisCar Rental Discount
Contact: Todd Alexander at 800-525-7537 ext. 35005
or Meetings and Convention Department at 800-525-7537.
AWD#: D030513
registration FormVisit tmasenate.org for complete registration details and policies.
attendee information_____________________________________________________________________________________________________________________________Full name Goes by/nickname (for badge)
_____________________________________________________________________________________________________________________________Company
_____________________________________________________________________________________________________________________________Address City State ZIP
_____________________________________________________________________________________________________________________________Phone/Fax Email
Birth year: _____________________ Gender: o Male o Female
registration Fees early Bird advance onsitePromotion code: ____________ Before April 13 April 13-May 13 May 14-16o Member $675 $745 $820o International Member $595 $595 $595 (Applicable to only Non-North American Members)o Full-time academic/government employee* $325 $325 $325o Young Professional** (Birth year____________) $545 $545 $545o Non-member $975 $1,045 $1,120
* Proof of full-time academic or government employee status must accompany registration.** TMA members age 35 or younger.
Mail or FaxPlease mail completed forms to: Turnaround Management Association 150 South Wacker Drive, Suite 900Chicago, IL 60606Fax to: 312-578-8336
spouse/guest registrationOnly applicable to those who are not in the industry accompanying an attendee.
o $325
___________________________________________________________Spouse/guest full name
___________________________________________________________Goes by
___________________________________________________________City, State
paymentCompletion of this form implies understanding of and compliance with TMA’s registration policies as detailed on the conference website.
Total due: __________________
o Check number: __________ (payable in U.S. funds to Turnaround Management
Association)
o Visa o MasterCard o American Express
__________________________________________________________Credit card number
__________________________________________________________Expiration date Security code
__________________________________________________________Name on credit card (please print)
__________________________________________________________Signature
special needsPlease list if you have any special needs or requests below.
_____________________________________________________
QuestionsRegistration questions may be directed to [email protected] or 312-578-6900.
Choose which best describes your area of specialty (choose only one – this will be indicated on your name badge and conference app profile to help facilitate networking):
o Turnaround Consultant o Financial Advisoro Attorneyo Judgeo Lender
o Investor/Capital Providero Investment Bankero Liquidatoro Appraisero Government
o Academico Mediao Other
Breakfast panels Do you plan to attend the special session(s):
o Women’s Breakfast Panel Wednesday, May 15, 7:45 – 8:45 a.m.
o NextGen Breakfast Panel
Thursday, May 16, 7:45 – 8:45 a.m.
Registration Fees – All-InclusiveRegistration fees include education sessions, meals, and networking
functions. Events are not prorated. To attend any portion of the conference, you must register for the entire conference at the
appropriate registration fee. The registration fee allows admission for one individual only. Registrations may not be shared. Each registered
attendee will receive a name badge at the conference that must be worn for admittance into all events.
Registration List Deadline/Distribution Policies
To ensure your inclusion on the registration list, your registration form and payment must be received at TMA Global’s offices by
11:59 p.m. Central on Friday, May 3. Registered attendees will receive an advance copy of this list via email approximately one week prior to
the conference. Following the conference, a final registration list will be emailed to all registered attendees. The final registration list will include the names of all conference attendees, including those individuals who
registered after the registration list deadline.
Promotion CodesIf you have a promotion code, it must be presented when registering.
Refunds will not be given for promotion codes received after registration is submitted.
Cancellation PolicyNotification of cancellation must be submitted in writing (email is acceptable). Cancellations will not be reviewed or processed until
they are received in writing. Phone cancellations are not accepted. Cancellations received on or before April 24, 2013, will be refunded less
a $250 processing fee. Refunds will be issued no later than June 3, 2013. Cancellations received after April 24, 2013, will not be refunded.
Substitution PolicySubstitutions are permitted. Substitutions must be submitted in
writing (email is acceptable) for TMA consideration. Phone substitutions are not accepted. Please note that substitutions made
after Friday, May 3 may not be reflected on the registration list. The substitute must be from the same firm as the original registrant
and the substitution notice must contain accurate contact information for the new registrant; otherwise, TMA cannot guarantee an accurate
listing on the registration list. Substitute registrants with different membership status and/or registration category will be invoiced the
difference in registration fees.
AttireRecommended attire for education sessions
and social functions is business casual.
About TMAThe Turnaround Management Association is the leading organization dedicated to turnaround management, corporate restructuring, and distressed investing. Established in 1988, TMA celebrates its 25th anniversary this year with more than 9,300 members in 48 chapters worldwide, including 31 in North America. Members include turnaround practitioners, attorneys, accountants, investors, lenders, venture capitalists, appraisers, liquidators, executive recruiters, and consultants, as well as academic, government, and judicial employees.
Follow TMA
Special thanks to the 2013 TMA Partner Sponsors for their
year-round support of TMA programs.
ELITE PaRTNER
PREMIER PaRTNER
aDvaNTagE PaRTNERS
SM
Sponsors
BeCoMe a sponsorIf you are interested in
sponsorship opportunities, please contact Suzie Smith at
[email protected] or 410-584-1975.
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