TMA 2001 Annual Conference

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					                                                                                                                Updated 3/10/08


Register Today! Click here to link to TMA’s online registration system or to access a printable registration form.

Agenda                                                           Continuing Education Credit
Keynote Speakers                                                 Cancellation Policies
General Sessions                                                 Substitution Policies
CTP Certification Program                                        Ground Transportation
Recreational Activities                                          Conference Sponsors
Registration Fees/Policies                                       Questions
Hotel Information                                                Destination Orlando
Attire

AGENDA
Monday, March 24
9:00 a.m. – 4:00 p.m.           CTP Accounting & Finance Course*
4:30 p.m. – 7:00 p.m.           CTP Accounting & Finance Exam*

Tuesday, March 25
8:00 a.m. – 3:00 p.m.           CTP Management Course*
3:30 p.m. – 7:00 p.m.           CTP Management Exam*

Wednesday, March 26
8:30 a.m. – 10:30 a.m.          Certification Oversight Committee Meeting
9:00 a.m. – 4:00 p.m.           CTP Law Course*
11:00 a.m. – 1:00 p.m.          Executive Committee Meeting
1:00 p.m. – 2:00 p.m.           Board of Directors/Certification Oversight Committee Lunch
3:00 p.m. – 5:00 p.m.           Board of Directors Meeting
4:30 p.m. – 7:00 p.m.           ACTP Law Exam*

Thursday, March 27
8:00 a.m. – 10:00 a.m.          Chapter Presidents Meeting
9:00 a.m. – 8:30 p.m.           Registration Desk Open
10:00 a.m.                      Golf Clinic and Tournament*
                                Refreshment Carts
                                Co-sponsored in part by BDO Consulting and Great American Group
                                (please see page 8 for complete timing and event details)
1:00 p.m. – 3:00 p.m.           Professional Women’s Networking Group Luncheon*
                                Co-sponsored by Fennemore Craig, P.C. and Quarles & Brady LLP
1:30 p.m.                       Tennis Tournament*
                                Sponsored by Melville Capital Life Settlements
6:00 p.m. – 7:00 p.m.           Diversity Reception
7:00 p.m. – 8:30 p.m.           Opening Reception
                                Co-sponsored by Hunt Special Situations Group, L.P.; Insight Equity; and Winston &
                                Strawn LLP

Friday, March 28
7:00 a.m. – 7:30 p.m.           Registration Desk Open
7:30 a.m. – 8:00 a.m.           Continental Breakfast
                                Co-sponsored by McDonald Hopkins LLC and Medallion Business Credit
8:00 a.m. – 9:15 a.m.           Conference Opening and Keynote Presentation by Andrew H. Card Jr., Former
                                White House Chief of Staff
                                Co-sponsored in part by Conway MacKenzie & Dunleavy and LBC Credit Partners
9:15 a.m. – 10:30 a.m.          “Recent Trends in Distressed M&A”
10:30 a.m. – 11:00 a.m.         Coffee Break
                                Co-sponsored by Atlas Partners, LLC and Bond Schoeneck & King LLC
                                                                                                                          Updated 3/10/08


11:00 a.m. – 12:15 p.m.               CONCURRENT SESSION A
                                           A1: “When Did Healthcare Become Hot?”
                                           A2: “International Trends: Global Financial Markets”
12:15 p.m. – 1:15 p.m.                Lunch Service
1:30 p.m. – 2:15 p.m.                 Keynote Presentation by Dr. David E. Altig, Federal Reserve Bank of Atlanta
                                      Lunch and keynote presentation co-sponsored by CIT Corporate Finance-National
                                      Restructuring Group and Executive Sounding Board Associates Inc.
2:15 p.m. – 3:30 p.m.                 CONCURRENT SESSION B
                                           B1: “Subprime Mortgages – The Fallout Continues: Observations and Case
                                              Studies”
                                           B2: "Bankruptcy Beyond Borders: From Hedge Funds to Herbal
                                              Supplements – Why Chapter 15 Matters to You"
3:30 p.m. – 4:00 p.m.                 Coffee Break
                                      Sponsored by National City Capital Markets
4:00 p.m. – 5:30 p.m.                 Advanced Educational Session: “An Entrepreneur's Ride Through the American
                                      Bicycle Industry”*
6:30 p.m. - 7:30 p.m.                 Cocktail Reception
                                      Co-sponsored in part by Accord Financial, Inc. and GlassRatner Advisory & Capital
                                      Group LLC
7:30 p.m. – 9:45 p.m.                 Dinner, TMA Awards Presentation and Keynote Presentation by Pat Williams,
                                      Senior Vice President, Orlando Magic
                                      Co-sponsored in part by Bayside Capital

Saturday, March 29
8:00 a.m. – 12:00 p.m.                Registration Desk Open
8:00 a.m. – 8:45 a.m.                 Continental Breakfast
                                      Co-sponsored in part by Industrial Opportunity Partners
9:00 a.m. – 10:15 a.m.                “Global Business Roundtable: A Global Survival Plan”
10:15 a.m. – 10:45 a.m.               Coffee Break
                                      Co-sponsored in part by NRC Realty Advisors LLC and SAK Management Services, LLC
10:45 a.m. – 12:00 p.m.               “Distressed Real Estate: How Do You Catch a Falling Knife?”

* Additional Fee Required
Please note that private company events may not conflict with any scheduled activity of the TMA 2008 Spring Conference.


KEYNOTE SPEAKERS
Friday, March 28, 8:00 a.m. – 9:15 a.m.
Andrew H. Card Jr., White House Chief of Staff (2000-2006)
On November 26, 2000, Andrew H. Card, Jr., was appointed Chief of Staff in the presidential administration of George
W. Bush. Card was chosen because of his impressive service record in the public and private sector. Card was the second-
longest serving White House chief of staff. From 1992 until 1993, Card served as the 11th U.S. Secretary of Transportation
under President George Bush. From 1988 to 1992, Card served in President Bush's Administration as Assistant to the
President and Deputy Chief of Staff. He managed the daily operations of the White House staff and participated in the full
range of economic, foreign and domestic policy development. Card served in President Reagan's Administration as
Special Assistant to the President for Intergovernmental Affairs and subsequently as Deputy Assistant to the President and
Director of Intergovernmental Affairs, where he was liaison to governors, statewide elected officials, state legislators,
mayors and other elected officials. Previously, Card was General Motors' Vice President of Government Relations, where
he directed the company's international, national, state and local government affairs activities and represented GM on
matters of public policy before Congress and the Administration. From 1993 to 1998, Card was President and CEO of the
American Automobile Manufacturers Association (AAMA). Currently, Card is a senior counselor at the global public
relations firm Fleischman-Hillard, serving on the international advisory board. He also serves on the board of directors at
Union Pacific Corporation.
                                                                                                                 Updated 3/10/08


Friday, March 28, 12:15 p.m. – 2:15 p.m. (time reflects entire lunch session)
Dr. David E. Altig, Senior Vice President and Director of Research, Federal Reserve Bank of Atlanta
Dr. David E. Altig is senior vice president and director of research at the Federal Reserve Bank of Atlanta. In addition to
advising the Bank president on monetary policy and related matters, Altig oversees the Bank's research and public affairs
departments and serves as a member of the Bank's management and discount committees. Altig is also an adjunct
professor of economics in the graduate school of business at the University of Chicago and the Chinese Executive MBA
program sponsored by the University of Minnesota and Lingnan College of Sun Yat-Sen University. Prior to joining the
Atlanta Fed, Altig served as vice president and associate director of research at the Federal Reserve Bank of Cleveland.
Before joining the Cleveland Fed, Altig was a faculty member in the department of business economics and public policy
at Indiana University. Altig's research is widely published and primarily focused on monetary and fiscal policy issues. He
has also served as editor for several conference volumes on a wide range of macroeconomic and monetary-economic
topics.

Friday, March 28, 7:30 p.m. – 9:45 p.m. (time reflects entire dinner session)
Pat Williams, Senior Vice President, Orlando Magic
After serving for seven years in the United States Army, Pat Williams spent seven years in the Philadelphia Phillies
organization, two as a minor league catcher and five in the front office. He also spent three years in the Minnesota Twins
organization. Since 1968, he has been affiliated with teams in Chicago, Atlanta, and Philadelphia, including the 1983
World Champion 76ers, and now the Orlando Magic, which he co-founded in 1987 and helped lead to the NBA finals in
1995. Twenty-three of his teams have gone to the NBA playoffs and five have made the NBA finals. In 1996, Williams
was named as one of the 50 most influential people in NBA history by a national publication. In his NBA career, Williams
drafted Charles Barkley, Shaquille O’Neal, Maurice Cheeks, Andrew Toney and Darryl Dawkins and signed Billy
Cunningham, Chuck Daly, and Matt Guokas to their first professional coaching contracts. Nineteen of his former players
have become NBA head coaches, and nine have become college head coaches while seven have become assistant NBA
coaches. In the last 12 years, Williams has completed 44 marathons, including the Boston Marathon 11 times, and
climbed Mt. Rainier. He is a weightlifter, Civil War buff and serious baseball fan. Williams is a member of the Wake
Forest Sports Hall of Fame after catching for the Deacon baseball team, including the 1962 Atlantic Coast Conference
Championship team. He is also a member of the Delaware Sports Hall of Fame.

GENERAL SESSIONS
Friday, March 28, 9:15 a.m. – 10:30 a.m.
“Recent Trends in Distressed M&A”
Moderator: Michael A. Fixler, CM&D Capital Advisors LLC
Panel: Stephen A. Boyko, Proskauer Rose LLP; Christopher Calabrese, LBC Credit Partners; William J. Drmacich, CIT
Business Capital; Adam R. Gottlieb, Industrial Opportunity Partners; Dennis Kirby, American Capital Strategies
The general M&A market set record deal volumes over the last couple of years while distressed M&A muddled through a
strong economic and credit environment. With a much weaker economic backdrop and tighter credit markets, distressed
M&A activity is expected to accelerate. What should distressed M&A participants expect?
     Are deals still getting done in the middle market?
     Are those deals getting done with higher equity contributions?
     How are people dealing with non-fully underwritten deals?
     Difficulties of changing seller expectations
     MAC outs/break up fees
     Lower risk tolerance for lenders; ―just get me out‖ syndrome
     Re-emergence of strict covenants
Given the anticipated increase in distressed M&A activity, this panel will focus on the current state of the M&A and credit
markets for distressed transactions.

CONCURRENT SESSION A
Friday, March 28, 11:00 a.m. – 12:15 p.m.
A1: “When Did Healthcare Become Hot?”
Moderator: Suzanne Koenig, SAK Management Services, LLC
Panel: Roberta A. DeAngelis, Executive Office for U.S. Trustees; Carol E. Jendrzey, Cox Smith Matthews Incorporated;
Keith J. Shapiro, Greenberg Traurig LLP
                                                                                                                 Updated 3/10/08



Healthcare has been heating up the restructuring industry ahead of all the other areas of business. The challenges of low
reimbursement, slow pay and debtors’ ability to manage their cash flow while caring for patients and providing quality
care has made for a very tenuous situation. The patient care ombudsman continues to jump through hurdles while
explaining to bankruptcy professionals his/her place in the bankruptcy playing field and the relevance of enhancing the
debtors’ assets, who are the very patients or residents of the debtor.

A2: “International Trends: Global Financial Markets”
Moderator: Brad Coulter, CTP, O’Keefe & Associates Consulting LLC
Panel: Beth Ann Bovino, Standard & Poor’s; Rick S. Chance, KPMG Corporate Finance LLC; James H. Zukin, Houlihan
Lokey Howard & Zukin
Economists project a slowdown in global growth in 2008. Given the financially intertwined nature of the global economy
today, what are the implications of market corrections and losses in the United States and elsewhere on global credit? Are
we heading for a global credit crunch and has unprecedented growth in emerging markets in recent years created bubble
effects in some emerging economies that are due for a correction? This panel examines a number of key issues affecting
international financial markets, including:
     Strength, stability and vulnerabilities within the international financial system that could foreshadow the next
         international financial crisis or a global credit crunch.
     The effect of U.S. credit woes on international markets, its potential contagion effect, and the impact on global
         credit and liquidity.
     Current hot spots and watch spots for non-performing loans and distressed investing
     Impact on global markets of the emergence of sovereign wealth funds
     Implications of lingering problems in Japan and a potential slowdown in China on world markets.

CONCURRENT SESSION B
Friday, March 28, 2:15 p.m. – 3:30 p.m.
B1: “Subprime Mortgages – The Fallout Continues: Observations and Case Studies”
Moderator: David W. Wirt, Winston & Strawn LLP
Panel: John Anderson, RBS Greenwich Capital; Timothy R. Coleman, The Blackstone Group; Harry J. Devens, The Bear
Companies; Peter S. Partee Sr., Hunton & Williams LLP
As the subprime crisis continues to dominate business and political headlines, industry experts debate the future for the
subprime industry and the implications on the lending sector and broader economy as a whole. This panel of experts will
discuss topics that include:
     A comparison and contrast between the "consensual" workout of the distressed subprime lender versus a
        bankruptcy proceeding.
     Legal and practical implications respecting valuation issues and collateral realization: debates within the capital
        structure.
Looking forward: opportunities and potential dangers in the subprime industry for 2008 and predictions on the fallout

B2: "Bankruptcy Beyond Borders: From Hedge Funds to Herbal Supplements – Why Chapter 15 Matters to You"
Moderator: Linc A. Rogers, Blake, Cassels & Graydon LLP
Panel: Jay A. Carfagnini, Goodmans LLP; Alesia Ranney-Marinelli, Skadden, Arps, Slate, Meagher & Flom LLP;
Lawrence E. Young, AlixPartners
The principal vehicle through which foreign insolvency proceedings will enter the United States is Chapter 15 of the U.S.
Bankruptcy Code. Proceedings commenced under this Chapter will dictate how asset values are maximized, how proceeds
of realization are distributed and what role foreign courts will play in determining the rights and interests of U.S.
stakeholders. Recent cases in connection with the recognition of foreign proceedings involving the ShpinX and Bear
Stearns hedge funds demonstrate that Chapter 15 will be at the forefront of some of the most complex, intriguing and
ground breaking cases. The panel of leading experts will focus on the implications of the recent cases dealing with failed
hedge funds, the MuscleTech Chapter 15 proceedings dealing with mass tort litigation arising from the sale of herbal
supplements and the real challenges and opportunities for turnaround professionals in dealing with cross-border
insolvency cases.
                                                                                                                   Updated 3/10/08


Friday, March 28, 4:00 p.m. – 5:30 p.m.
Advanced Educational Session: “An Entrepreneur's Ride Through the American Bicycle Industry”
Chris Hornung, Founder and Former CEO, Pacific Cycle
$95/person (conference registration is required to attend this session)
Pacific Cycle, Inc. is a major bicycle manufacturer founded in 1983 and headquartered in Madison, Wisconsin, whose
brands include DYNO, GT, InSTEP, Mongoose, Murray, Pacific Outdoors, Powerlite, Roadmaster and Schwinn.
Virtually all of these brands were unprofitable and many languished in bankruptcy prior to their acquisition by Pacific
Cycle. The first portion of the session describes the process by which these distressed assets were acquired. Second, this
session describes the significant changes in marketing, distribution channel management, manufacturing, brand
management, operations and market segmentation strategies that Pacific Cycle employed to turnaround these brands. For
example, Pacific Cycle is the only bicycle manufacturer to sell different bikes in different channels. Its bicycles are sold
by Independent Bicycle Dealers (IBD) and mass merchandisers such as Target, Wal-Mart and The Sports Authority.
Collectively, these operational changes built considerable value in what was considered a dead industry. Finally, the
session concludes with a discussion of the 2004 acquisition of Pacific Cycle by Dorel Industries.

Saturday, March 29, 9:00 a.m. – 10:15 a.m.
“Global Business Roundtable: A Global Survival Plan”
Moderator: Gordon W. Johnson, EM Advisors LLC
Panel: Russell P. Brown, LehmanBrown; Brian Cassady, Black Management Advisors; Cristiana Ferraz, Lehman
Brothers of Brazil
The global economy slowed slightly in 2007 and is expected to slow further in 2008, due to weaker growth in rich
countries and a deepening global credit crunch. With prospects for a recession growing in the U.S. and a weakening
dollar, coupled with rising commodity prices and increased market volatility, could the global economy be at a tipping
point? This panel of business leaders and investment professionals surveys the current state of investment progress
globally and discusses key factors, trends and risks for doing business in a more volatile global economy. The panel will
address:
     Comparative perspective on doing business globally and key considerations and risks for investing in emerging
         markets
     The effect of slowing growth in the U.S. and Europe on emerging market exports and growth
     Convergence and divergence on the globalization track; business survival strategies in a global economy
     The deepening global credit crunch and risk management strategies to cope with more volatile financial markets
     Rise of the BRIC and other emerging market trends, hot spots, not spots and watch spots for distressed investing
         in emerging markets

Saturday, March 29, 10:45 a.m. – 12:00 p.m.
“Distressed Real Estate: How Do You Catch a Falling Knife?”
Moderator: Noel R. Boeke, Holland & Knight LLP
Panel: Ron Glass, GlassRatner Advisory & Capital Group, LLC; Navin N. Nagrani, Hilco Real Estate LLC; Paul S.
Singerman, Berger Singerman P.A.; Natalie B. Wilensky, CIT Commercial Finance
It is no secret that the residential real estate market is faced with challenges, and there have been many workouts and
bankruptcies associated with the homebuilder/developer segment of the industry. Join an expert group of panelists as they
discuss issues related to this troubled industry, as well as the broader affects on commercial real estate. Some highlights of
the discussion include:
      What are the economic factors that led to the downturn and subsequent failure of many homebuilders and
          developers?
      How are these residential restructurings being handled? Reorganizations or liquidations?
      An overview of some of the main issues and pitfalls associated with a homebuilder restructuring
      What’s going on in the real estate capital markets?
      Has the subprime meltdown had an impact on the usage and demand for CMBS and CDO products?
      Looking at commercial real estate – where is there distress today; where will there be distress tomorrow?
                                                                                                                 Updated 3/10/08


CTP CERTIFICATION PROGRAM
The Certified Turnaround Professional (CTP) designation was launched in 1993 to monitor and maintain a program of
certification for professionals engaged in the turnaround, crisis management, restructuring and renewal of troubled
businesses, organizations and associations. The CTP program encourages, measures and recognizes professional
excellence and expertise related to workouts, restructurings and corporate renewal. Certification is available to all
qualified professionals. Although the examination may be taken before completing other requirements, all standards must
be met prior to certification. For more details about the certification program, courses and exams, please visit
www.actp.org or contact Manager of Certification Nicole Gibby at ngibby@turnaround.org or 312-242-6034.

All courses and exams listed below will be held at the Ritz Carlton Grande Lakes. Spring Conference registration is not
required to register for the courses or exams.

Body of Knowledge (BOK) Courses
$400/course
       Monday, March 24
        Accounting & Finance, 9:00 a.m. – 4:00 p.m.
       Tuesday, March 25
        Management, 8:00 a.m. – 3:00 p.m.
       Wednesday, March 26
        Law, 9:00 a.m. – 4:00 p.m.
Taught by a business school professor, practicing attorney and United States Bankruptcy Judge, the BOK courses are open
to all corporate renewal professionals seeking a comprehensive understanding or refresher on turnaround management, as
well as for those individuals pursuing the CTP designation.

CTP Certification Exam
$250/section
       Monday, March 24, 4:30 p.m. – 7:00 p.m.
        Accounting & Finance
       Tuesday, March 25, 3:30 p.m. – 7:00 p.m.
        Management
       Wednesday, March 26, 4:30 p.m. – 7:00 p.m.
        Law
The CTP exam is based upon a comprehensive body of knowledge covering the areas of accounting & finance,
management and law. The times listed above indicate maximum time allowed for each exam section. Individuals may
only sit for the CTP exam after their application for certification has been accepted and approved by the Standards
Committee and their application fee has been received. An application for certification may be printed from
www.actp.org. Please use the registration form in this brochure to sign up for the exam(s). Note that the certification
application fee may not be paid using the registration form in this brochure.

Registration Policies
Body of Knowledge Courses/Exams
Registration forms must be mailed or faxed. Phone registration is not accepted. Registration is not considered complete
until payment is received and processed. Written confirmation of your registration and appropriate course materials will
be sent by UPS Ground Service within three business days of receipt of your registration. The confirmation notice will
contain complete logistical details. The course materials are an integral part of the course experience and/or exam
preparation. To ensure that you are adequately prepared for the course(s) and/or exam(s), you are encouraged to send a
registration form in a timeframe that ensures adequate time to receive and review the materials. If you would like to
receive the course materials in a timelier manner than UPS Ground Service will allow, please apply the appropriate
surcharge to your total amount due. Surcharges are detailed on the registration form. All payment should be made in U.S.
dollars to TMA.
                                                                                                                   Updated 3/10/08


Cancellation/Substitution Policies
Body of Knowledge (BOK) Courses
Notification of cancellation must be received in writing (e-mail is acceptable). Cancellations will not be reviewed or
processed until they are received in writing. Phone cancellation is not accepted. If your written notification of
cancellation is received up to ten business days prior to the start of the BOK course, you will be issued a full credit to be
used for registration for any BOK course in the next 12-month period. Cancellations received within ten business days of
the start of the course will be issued a credit, less a $75 processing fee, to be used for registration for any BOK course in
the next 12-month period. No refunds will be given.

Substitutions for BOK courses are permitted at any time. Notification of substitution must be submitted in writing (e-mail
is acceptable). Substitutions will not be reviewed or processed until they are received in writing. Phone substitution is
not accepted. The substitute must be from the same firm as the original registrant, and the substitution notice should
include accurate contact information for the substitute registrant.

Cancellation/Substitution Policies
Exam
Notification of cancellation must be received in writing (e-mail is acceptable). Cancellations will not be reviewed or
processed until they are received in writing. Phone cancellation is not accepted. For each cancelled exam section, you
will be issued a full credit to be used for the same exam section in the next 12-month period. Substitutions are not allowed
for the exam.

If your cancellation notice includes cancellation of the TMA 2008 Spring Conference, please note that the conference
cancellation policies detailed later in this document will apply to the conference portion of your registration. The policies
above will apply to the courses and exams. TMA’s conference policy regarding one cancellation processing fee for the
total of all registered events will not apply if one or more of those registered events includes a certification course or
exam.

RECREATIONAL ACTIVITIES
Golf Clinic and Tournament
Thursday, March 27
10:00 a.m.     Check-in begins
10:30 a.m.     Golf clinic
11:30 a.m.     Boxed lunches/Warm up
12:30 p.m.     Shotgun start
6:00 p.m.      Prizes
$275/person
Join your colleagues on the course at the Grande Lakes resort for TMA’s golf clinic, led by Ritz Carlton golf
professionals, and tournament. Range balls, boxed lunches and the beverage cart during play are included in the
registration fee. Prizes will be awarded at the completion of play. If you require golf club rental, please complete the
appropriate portion of the registration form. TMA will place the rental order; attendees are responsible for full payment on
the day of the tournament. Golf club rental is $75; golf shoe rental is $25.

You must be a registered attendee of the 2008 Spring Conference to participate in the golf tournament. On the
registration form, you may indicate individuals with who you wish to play, and TMA will do its best to accommodate
your request. If you purchase more than one golf tournament registration, you must indicate the names of those for whom
you are purchasing tournament participation. Because TMA maintains a waiting list for this event, the association will not
hold space for this event (meaning that TMA will not reserve a golf space unless the name of a registered attendee is
provided).

Space in the golf tournament is limited. Individuals may register on a first-come, first-served basis, and TMA will
maintain a waiting list for this event. If you are on the waiting list, TMA will process the tournament registration fees. If
the event is still sold out at the time of play, TMA will reimburse your golf tournament registration fees in full. Please
carefully review the cancellation and substitution policies further in this document for complete details about canceling or
substituting for the golf tournament.
                                                                                                                  Updated 3/10/08


The course at the Grande Lakes resort requires collared/mock short sleeve shirts, Bermuda length shorts or non-denim
trousers and non-metal or any flat rubber soled shoes. Women may wear sleeveless shirts. No denim of any kind is
allowed.

Golf Clinic and Tournament Sponsors
    Beverage cart sponsor – BDO Consulting and Great American Group
    Golf Hole Sponsors: LSQ Funding Group and Tiger Valuation Services LLC

Mixed Round Robin Tennis Tournament
Thursday, March 27, 1:30 p.m. (boxed lunch at 1:00 p.m.)
$75/person
Join your colleagues at the Grande Lakes Tennis Center for the mixed round robin tennis tournament. Attendees must be
present by 1:15 p.m. Boxed lunch is included in the tournament fee and will be served prior to the tournament.
Appropriate tennis attire and shoes are required. Racquets may be rented for $5/day; rental should be arranged directly
through the tennis center. Tennis balls may be purchased in sets of three for $5/set.

You must be a registered attendee of the 2008 Spring Conference to participate in the tennis tournament. If you
purchase more than one tennis tournament registration, you must indicate the names of those for whom you are
purchasing tournament participation on the registration form. Because TMA maintains a waiting list for this event, the
association will not hold space for this event (meaning that TMA will not reserve a tennis space unless the name of a
registered attendee is provided).

Space in the tennis tournament is limited. Individuals may register on a first-come, first-served basis, and TMA will
maintain a waiting list for this event. If you are on the waiting list, TMA will process the tournament registration fees. If
the event is still sold out at the time of play, TMA will reimburse your tennis tournament registration fees in full. Please
carefully review the cancellation and substitution policies further in this document for complete details about canceling or
substituting for the tennis tournament.

Professional Women’s Networking Group Luncheon
Thursday, March 27, 1:00 p.m. – 3:00 p.m.
$50/person
Join your colleagues on the DaVinci Terrace for an afternoon of networking and relaxation. Buffet lunch and beverages
are included in the registration fee. You must be a registered attendee of the 2008 Spring Conference to participate in this
event.

Diversity Reception
Thursday, March 27, 6:00 – 7:00 p.m.
The TMA Diversity Subcommittee invites young professionals, women and minorities to attend a reception in their honor.
Expand your network with other TMA professionals and peers who have similar interests and experiences as you by
attending this reception. This reception is included in the conference registration fee.

GENERAL INFORMATION
 Registration Fees
Unless otherwise indicated, registration fees include educational sessions, meals and social functions. Conference events
are not prorated. To attend any portion of the conference, you must register for the entire conference at the
appropriate registration fee indicated below.

                                                           On or before 2/29/08       After 2/29/08
     Member                                                $595                       $645
     Nonmember                                             $795                       $845
     Judge/Full-time Academic/Government                   $375                       $400
     Employee
     Spouse/Guest Registration                             $325                       $325
                                                                                                                   Updated 3/10/08


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 educational sessions, meals and
social functions.

 Registration Categories
    The member registration fee is for current, active TMA members only. Please note that TMA membership is on
       an individual basis. Unless otherwise appropriate as defined below, all other attendees will be charged the
       nonmember fee. If it comes to be that an individual registers at the member rate, but TMA has no membership
       record, the individual will be charged the nonmember fee unless s/he can produce proof of membership.
    For the full-time academic/government employee fee, a full-time academic is defined as a student enrolled in at
       least 12 credit hours per term at an accredited university or an instructor employed on a full-time basis by an
       accredited university. If you register at this rate, please submit appropriate documentation with your registration
       form.
    Spouse/guest registration fees are for family members, friends and/or non-industry related individuals. Neither
       TMA members nor individuals who practice in the corporate renewal industry but are not TMA members are
       eligible for this rate. Spouse/guest registration includes entrance to all meals and social functions. Spouses/guests
       will receive a name badge at the conference that must be worn for admittance into all meal and social events.
       Meals and social functions are not available on a pro-rated basis. To attend any of the sessions included in this
       registration fee, a spouse/guest must be registered at the full rate indicated above.
    On-site registration for all member, nonmember and full-time academic/government employee registrants
       will be subject to an additional $145 fee (added to the post-February 29 rates). This $145 fee does not apply
       to the advanced educational session, certification courses or exams, spouse/guest registration or recreational
       activities. Registration fees are indicated above.

 Submitting Your Registration
Registration forms must be mailed or faxed to TMA at 150 S. Wacker Drive, Ste. 900, Chicago, Ill., 60616, Fax: 312-578-
8336. You may also register on-line. Phone registration is not accepted. Registrations are not considered complete until
payment is received. Individuals who register at the early rate but fail to provide payment before the February 29,
2008, deadline will be charged the regular registration fee. Please note that payment must be received, not postmarked,
by February 29. Postmarks will not be considered.

Registered attendees will receive confirmation of their registration by e-mail. Please carefully review this confirmation
notice for accuracy and please print a copy for your records. Changes must be submitted in writing by fax to 1-312-578-
8336 or e-mail to Catherine Cram at ccram@turnaround.org.

Only on-site registration forms will be accepted after March 19, 2008. TMA will not accept any registration forms in
advance of the conference after March 19, 2008. Please note that there is a $145 on-site surcharge for certain
registration categories. Please consider submitting your registration prior to March 19, 2008.

 Registration List
To ensure your inclusion on the registration list that is distributed on-site, your registration form, with payment, must be
received at TMA’s International Headquarters by 5:00 p.m. CST on Friday, March 14, 2008. TMA cannot guarantee
that individuals who submit registration forms after this date will be included on the registration list.

 Registration Questions
Registration questions may be directed to Catherine Cram at 1-312-242-6036 or ccram@turnaround.org.

 Drink Tickets
Each registered attendee and registered spouse/guest of the 2008 Spring Conference will receive four complimentary
drink tickets with their registration materials. These tickets are for use at the Opening Reception on Thursday, March 27
and the Cocktail Reception on Friday, March 38. These tickets are for alcoholic beverages only (beer, wine, and liquor).
Soft drinks, juices and water are available at no charge. The bars at these receptions will not accept cash. Additional drink
tickets may be purchased at the TMA registration desk for $25 per book of four tickets. Drink tickets are not required at
any other events.
                                                                                                                                    Updated 3/10/08


 Attire
 Educational Sessions and Social Functions: Casual (cotton pants, polo-type shirts, slacks, skirts)
 Golf: The course at the Grande Lakes resort requires collared/mock short sleeve shirts, Bermuda length shorts or non-
   denim trousers and non-metal or any flat rubber soled shoes. Women may wear sleeveless shirts. No denim of any
   kind is allowed.
 Tennis: Appropriate tennis attire is requested.

HOTEL INFORMATION
To reserve a room at the Ritz Carlton Grande Lakes, call 800-682-3665 or 407-206-2400. Mention Turnaround
Management Association to receive the specially negotiated room rate of $319/night single occupancy or $339/night
double occupancy. This rate is only available through Wednesday, February 20, 2008. TMA cannot guarantee that
the room block or hotel will not sell out before then. Please make your reservation soon. The Ritz Carlton Grande
Lakes is located at 4012 Central Florida Parkway, Orlando, FL, 32837. The guest fax number is 407-206-2401.

TMA requires that a conference registration form (including payment) be received within ten business days of
making a hotel reservation. TMA reserves the right to terminate the hotel reservation of any individual who does
not comply with this policy.

CONTINUING EDUCATION CREDIT
Educational sessions at the 2008 Spring Conference provide an overview and update of topics relevant to the practice of
corporate renewal. There is no prerequisite or advance study necessary to attend the 2008 Spring Conference or to qualify
for continuing education credit. For information regarding administrative policies such as complaints or refunds, please
contact TMA at 1-312-578-6900.
 Conference Program
(excludes Advanced Educational Session)
 CPAs —maximum of 7.5 hours of CPE
 CTPs – maximum of 7.5 hours of CPE
 Attorneys—7.5 hours (50-minute hour) or 6.25 hours (60-minute hour). CLE applications are pending with individual
    state bars. TMA cannot guarantee state bar approval. Please visit www.turnaround.org for updates.
 Advanced Educational Session
    CPE—maximum 1.5 hours
    CTPs—maximum 1.5 hours
    CLE —1.5 hours (50-minute hour) or 1.8 hours (60-minute hour).
 Body of Knowledge Courses
    CPE—maximum 6.5 hours
    CTPs—maximum 6.5 hours
    CLE —upon request, TMA can apply to individual states for the law section
The Turnaround Management Association is registered with the National Association of State Boards of Accountancy as a sponsor of continuing
professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual
courses for CPE credit. Complaints regarding sponsors may be addressed to The National Registry of CPE Sponsors, 150 Fourth Avenue North. Ste.
700, Nashville, TN 37219-2417. Website: www.nasba.org.

CANCELLATION AND SUBSTITUTION POLICIES
      Policies regarding the certification program are detailed previously in this document. Policies regarding recreational
       activities are detailed further below in this document.

 Cancellation Policy
Notification of cancellation must be submitted in writing (e-mail 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 Wednesday, March 12, 2008, will be refunded as follows:
 Entire Conference Cancellation: Attendee will receive a refund for the total cost of conference registration and
   additional individual events (e.g., advanced education session) less a $195 processing fee. If the cancellation also
                                                                                                                    Updated 3/10/08


    includes cancellation of a spouse/guest and events that s/he registered for, the refund will be for the total of all
    registrations less the $195 processing fee.
   Individual Spouse/Guest Cancellation: Attendee will receive a refund for the total cost of spouse/guest registration
    and any additional events that the spouse/guest registered for (i.e., tennis tournament) less a $100 processing fee.
   Advanced Educational Session: Attendee will receive a refund for the total cost of the session less a $25 processing
    fee.

Cancellations received after Wednesday, March 12, 2008, will not be refunded. This includes entire conference
registration, spouse/guest registration and/or individual event(s) fees. After March 12, 2008, individual events will not
be refunded regardless of whether or not the registrant still attends the entire conference. TMA does not issue
credits for future conferences.

Please note that if you register for the conference after these cancellation dates have passed, you will not be eligible for
any type of refund or credit should you need to cancel your registration. These cancellation policies apply to all registrants
regardless of when the registration form is submitted.

Please note that refunds will be issued after the conference, no later than April 25, 2008.

 Substitution Policy
Substitutions are permitted at any time. Substitutions must be submitted in writing (e-mail is acceptable).
Substitutions will not be reviewed or processed until they are received in writing. Phone substitutions are not accepted.
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.
However, please note that substitutions made after March 14, 2008, may not be reflected on the registration list per the
registration list policy previously stated. Substitutions must be of the same registration category (i.e., member, academic);
otherwise, the substitute will be invoiced for the difference in registration fee.
 Entire Conference Substitution: Substitution of an entire conference registration includes any additional educational
    events and/or recreational activities indicated on the original registration form, including spouse/guest registration. If
    the substitute does not wish to utilize these events/registrations, refunds will be issued in accordance with the policies
    detailed (1) above for full conference and spouse/guest registration and individual event registration (2) below for
    recreational activities and (3) previously in this document for the certification program.
 Individual Event(s) Substitution: Substitutions are allowed for individual registration options provided that the
    substitute is a member of the same firm as the original registrant and is a registered attendee of the 2008 Spring
    Conference. In the case of a spouse/guest substitution, the new registrant must be a spouse/guest of a member of the
    same firm (spouse/guest registration is transferable within the same firm).

 Recreational Activities Cancellation Policy
Notification of recreational activity cancellation must be submitted in writing. Cancellations will not be reviewed or
processed until they are received in writing. Phone cancellations are not accepted.

Golf Tournament
Refund Policies
Cancellations received prior to Wednesday, March 12, 2008, will be refunded less a $195 processing fee for entire
conference registration, including the golf tournament, or a $50 processing fee for golf tournament cancellation only.
Cancellations received after Wednesday, March 12, 2008, will not be refunded.

Substitution Policies
Space is limited for the golf tournament. TMA will maintain a waiting list once all spaces in the tournament have been
filled. If at the time your substitution notice is received, a waiting list exists, TMA will not accept a substitute player in
consideration of those individuals on the waiting list. The original registration will be treated as a cancellation and the
cancellation policy above will apply for the golf tournament portion of your registration. If no waiting list exists at the
time your substitution notice is received, you may send a substitute player in your place. The substitute must be from the
same firm and must be a registered attendee of the 2008 Spring Conference. Please contact Catherine Cram at
ccram@turnaround.org or 312-242-6036 for further details.
                                                                                                                   Updated 3/10/08


Tennis Tournament and Women’s Group Luncheon
The same policies detailed above for the golf tournament also apply to the tennis tournament and women’s group
luncheon. The only difference is the cancellation processing fee, which is $195 for overall conference registration,
including the tennis tournament and/or women’s group luncheon, or $25 for individual cancellation of the tennis
tournament or women’s group luncheon only.

Registrants who fail to attend the conference and do not notify TMA in accordance with these policies and
deadlines are responsible for full payment.

GROUND TRANSPORTATION
The Ritz Carlton Grande Lakes is approximately 12 miles from Orlando International Airport (MCO).

Taxicab Service
Taxicabs are available on level one of Orlando International Airport. Taxicab fare to the Ritz Carlton is approximately
$35 - $45, with a travel time of approximately 20 minutes, depending on traffic. Note that while taxicabs are readily
available at the airport, they are not readily available at the resort. Contact Mears Transportation at 1-407-423-5566 or 1-
407-843-2404, or visit www.mearstransportation.com, for more information

Shuttle Service
Mears Shuttle Service provides service between Orlando International Airport and the Ritz Carlton. Shuttles depart on a
first-come, first-served basis from level one of Orlando International Airport every 20-30 minutes. Shuttle cost is $19 each
way or $32 roundtrip. Reservations are not required for service from the airport to the Ritz Carlton but are required for
service from the Ritz Carlton to the airport. Please note that reservations from the hotel to the airport require a departure
time at least three hours prior to scheduled flight departure time. Reservations can be made by calling 1-407-423-5566 or
1-407-843-2404, or at www.mearstransportation.com.

Sedan Service
Mears Shuttle Service provides town car service to and from the airport. Travel time is approximately 20 minutes,
depending on traffic. Cost from the airport to the hotel is $60 and an advance reservation is required. Sedans depart from
level one of Orlando International Airport. Cost for sedan service from the hotel to the airport is a flat rate of $45; advance
reservation is not required. Sedans are readily available at the front entrance of the hotel. Contact Mears Transportation at
1-407-423-5566 or 1-407-843-2404, or visit www.mearstransportation.com, for reservations.

Driving from Orlando International Airport to the Ritz Carlton
Go north on Airport Boulevard W to the 528 W exit. There will be a toll (currently $1.25). Follow 528 W to Exit 3/John
Young Parkway South. Turn left onto John Young Parkway. Turn right onto Central Florida Parkway. Turn left into the
main gate of the hotel.

Parking at the Ritz Carlton
Valet parking is available for $20/night with unlimited in/out service. Self-parking is available for visitors and guests of
the hotel for $12/day.

Car Rental
If you plan to rent a car in the Orlando area, please note that TMA members may receive as much as ten percent off
regular car rental rates from Avis. For more information, call Avis at (800) 331-1212. Individuals calling from outside the
United States may find the appropriate phone number for the country from which they are calling by visiting
www.avis.com and selecting Customer Service/Worldwide Reservations Phone Numbers. Mention identification number
V368995 to the telephone agent to take advantage of this TMA member discount.
                                                                                                                Updated 3/10/08


CONFERENCE SPONSORS
Accord Financial, Inc.                                           LBC Credit Partners
The Anderson Group LLC                                           LSQ Funding Group
Atlas Partners, LLC                                              Matrix Capital Markets Group
BDO Consulting                                                   McDonald Hopkins LLC
Bayside Capital                                                  Medallion Business Credit
Berger Singerman, P.A.                                           Melville Capital Life Settlements
Blake, Cassels & Graydon LLP                                     Mesirow Financial Consulting, LLC
Bond Schoeneck & King PLLC                                       NRC Realty Advisors LLC
CIT Corporate Finance – National Restructuring Group             National City Capital Markets
Conway MacKenzie & Dunleavy                                      Quarles & Brady LLP
Executive Sounding Board Associates Inc.                         Republic Financial Corporation
Fennemore Craig, P.C.                                            SAK Management Services LLC
GlassRatner Advisory & Capital Group LLC                         SB Capital Group LLC
Great American Group                                             Skadden, Arps, Slate, Meagher & Flom LLP
Hunt Special Situations Group, L.P.                              Tiger Valuation Services LLC
Industrial Opportunity Partners                                  Versa Capital Management, Inc.
Insight Equity


CONFERENCE MATERIALS SPONSORS
Conference materials sponsors provide financial support for TMA’s conferences. In addition to those sponsors listed in
the agenda, the following sponsors have also generously provided support for the TMA 2008 Spring Conference.
 Versa Capital Management, Inc. (conference bags)
 Republic Financial Corporation (lanyards)
 SB Capital Group LLC (pocket agenda)
 Berger Singerman P.A. (program book)
 Skadden, Arps, Slate, Meagher & Flom LLP (program book)
 Mesirow Financial Consulting, LLC (room keys)
 Matrix Capital Markets Group (The Wall Street Journal Room Drop)
 Blake, Cassels & Graydon LLP (The Wall Street Journal Room Drop)
 The Anderson Group LLC (Cyber Café)

QUESTIONS?
   Executive Director: Linda Delgadillo, CAE, 1-312-578-6900 or ldelgadillo@turnaround.org
   Conference Registration, Substitution, Cancellation: Catherine Cram, 1-312-242-6036 or ccram@turnaround.org
   Overall Conference, Speakers, Awards: Laura Ivaldi, 1-312-242-6030 or livaldi@turnaround.org
   Certification Program: Nicole Gibby, 1-312-242-6034 or ngibby@turnaround.org
   Event Sponsorship, Cornerstone Program: Joe Karel, 1-312-242-6039 or jkarel@turnaround.org
   Press: Cecilia Green, CAE, APR, 1-312-242-6031 or cgreen@turnaround.org
   Chapter Relations: Mike McCarthy, CAE, 1-312-242-6038 or mmccarthy@turnaround.org
   Membership: Mary Carravallah, 1-312-242-6037 or mcarravallah@turnaround.org

DESTINATION ORLANDO
Though best known for its unrivaled collection of theme parks, Orlando is a world-class destination that offers unique
natural, cultural and heritage attractions that will change the way you think about this family-friendly city. Some
suggested local and regional attractions are listed on these pages. For more information about the Orlando area, including
discounted admission to many area attractions, please visit www.orlandoinfo.com or call the Orlando/Orange County
Convention and Visitor’s Bureau at 1-877-460-6849.
       The Morse Museum of American Art houses the world’s most comprehensive collection of the works of Louis
        Comfort Tiffany, including the chapel interior he designed for the 1893 World’s Columbian Exposition. For more
        information, visit www.morsemuseum.org.
       The Orlando Science Center offers four floors of hands-on, interactive exhibits with ten highly themed exhibition
        halls. For more information, visit www.osc.org.
                                                                                                                 Updated 3/10/08


       Kennedy Space Center, NASA’s gateway to the universe, is the only place on Earth where you can tour launch
        areas, meet an astronaut, see giant rockets, train in spaceflight simulators, and even view a launch. Don’t miss the
        astronaut hall of fame, the world’s largest collection of personal memorabilia and realistic astronaut training
        simulators. For more information, visit www.kennedyspacecenter.com.
       Universal’s Islands of Adventure is home to the world’s most cutting-edge rides, attractions and interactive
        shows. You’ll discover fantastic new worlds and unparalleled adventure on five amazing islands. For more
        information, visit www.universalorlando.com.
       The Mall at Millenia features a wide variety of shops, including Tiffany, Bloomingdale’s, Neiman Marcus,
        Macy’s, Chanel, Gucci and Hugo Boss, to name a few. For more information, visit www.mallatmillenia.com
About Grande Lakes: Grande Lakes Orlando comprises two magnificent hotels with shared amenities – The Ritz Carlton
and the JW Marriott. The resort is an oasis of stellar recreation and sophisticated style set against stunning European
architecture. For complete details about the resort and its many amenities, please visit www.grandelakes.com.
     The Ritz-Carlton Golf Club provides a challenging and beautiful 18-hole, par-72 Greg Norman Signature Golf
        course with wide fairways, strategically placed hazards, generous landing areas and subtly contoured greens. The
        unique Golf Caddie Concierge Program provides a caddie concierge to accompany each group and assist the
        players in many ways.
     The Ritz-Carlton Spa offers full-service spa treatments with 40 private treatment rooms, an outdoor heated lap
        pool and healing waters, a full service salon and a wellness center. Discover the healing powers of citrus-inspired
        beauty treatments amid a lush garden landscape.
     Dining: Experience a wealth of dining options throughout the resort. Let the exquisite tastes of Tuscany delight
        your palate at Primo or sample "New World" creations at Norman's. Or, enjoy poolside al-fresco dining.

				
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