2026 Breakouts - National Conference of Bankruptcy Clerks

Home2026 Conference Breakouts

National Conference of Bankruptcy Clerks

Annual Education Conference

Fort Lauderdale, FL

Breakout Sessions

Working in Harmony: A Musician's Lens on Team Culture

Presented by: Katie Barrick

This course explores the parallels between life as a professional musician and life on an office team. Drawing from years of performing, collaborating, and adapting in various musical settings, Katie share how the same skills that help musicians create great music together - listening closely, responding in real time, trusting one another's roles, and staying flexible when things don't go exactly as planned - are also essential for building and sustaining a healthy, thriving team at work. Rather than approaching the topic from an academic or management lens, Katie will be presenting on this topic from personal experience as a working musician and a fellow team member. I've experienced firsthand, both on a stage and behind a desk, how the habits that make an ensemble sound great can also help an office team communicate effectively, support one another in their individual (yet equally important!) roles, and consistently move toward shared success. Whether you have a musical background or not, the collaborative spirit of making music offers some practical and relatable insights into what habits and behaviors can help a team truly work in harmony.

One Workplace, Many Generations: Communication That Connects

Presented by: Tanya Brewer

Today’s workplace is more generationally diverse than ever, with up to six generations working side by side. Each generation brings valuable perspectives, experiences, and strengths—but also distinct communication styles shaped by technology, culture, and life stage. When those differences aren’t understood, even well-intended messages can lead to miscommunication, frustration, or disengagement. This interactive workshop explores how generational diversity shows up in everyday workplace communication—and how we can use that diversity to strengthen collaboration rather than divide teams. Participants will examine common generational communication preferences, challenge assumptions and stereotypes, and learn practical strategies for adapting their communication style to better connect with colleagues of all ages. Through discussion, reflection, and small-group activities, participants will leave with actionable tools they can immediately apply to foster trust, reduce friction, and create a more inclusive and collaborative work environment.

Overview and Updates for the CSO Management Review Program

Presented by: Laura Buchanan

Attendees will be provided with an overview for the AO's management review program and updates planned for future reviews.

CSO Priorities (Unit Executives and Chief Deputies only)

Presented by: Jason Edwards, Gary McCaffrey, and Lucien Adam

The AO's Court Services Office management will provide an overview of office priorities as they relate and impact the services provided to the bankruptcy courts.

Operations Branch – Regional Advisor and Attorney Advisor Support- New Unit Executive Resources

Presented by: Laura Bachanan, Richard Franzen, and Tiffany Franc

Attendees will be provided with an overview for regional administrator and attorney advisor support offered by the Court Services Office. AO staff will provide an overview of Court Services Office resources available to unit executives and their staff.

Demo of JFinSys 3.0

Presented by: Joe Briglia and Carrie Parker

VAEB is currently programming JFinSys, a finance tool used by 91 Bankruptcy Courts across the country to manage non-appropriated bankruptcy funds. JFinSys 3.0 will be web-based, replacing the current client-based JFinSys 2. JFinSys 3.0 will include a fresh user interface, many user requested enhancements and the elimination of dependency on web services to provide critical connections to other tools. Join us for a demonstration of several modules, including Unclaimed Funds and the Deposit Fund, formally the Trustee Module.

Active Shooter

Presented by: Bill Butler

What you do before, during, and after a critical incident to protect yourself, your loved ones, and your co-workers.

Bankruptcy Court Statistics and Emerging Trends: Spotlight on Pro Se Filings

Presented by: Arevik Chukhuryan

This session provides an in-depth look at bankruptcy court data, highlighting key trends and insights that are shaping the landscape of bankruptcy practice. Drawing on recent statistics, we will explore patterns in case filings, outcomes, and the growing prevalence of pro se (self-represented) debtors.

Come see the new features of the highly anticipated CHAPWeb 6.0 release

Presented by: Kent Crockett

CHAPWeb version 6.0 is a major release with many enhancements. The CHAP team will demonstrate the newest features and provide a panel to answer questions.

New features include:

• Navigating the Detail, Docket, and Notes screens using Next and Previous

• Tracking and Managing Hearing Exhibits

• Using WorkFlow combined judges’ folders

• Automation tools available for WorkFlow and the Case Docket

You Win! - Maximizing the Effectiveness of Training

Presented by: Kent Crockett

Online training is more and more common these days, but how effective is it, compared to in person training? This presentation will review the pros and cons of both modalities and discuss strategies and methods to get the most out of each, using a game-show format. We will also discuss adult learning theories and participate in building a top 10 list of skills to help trainers reach all learners. Come prepared to actively participate and win prizes!

How to Make Money in the TSP

Presented by: Dan De La Torre

This seminar delivers a focused, strategic look at the Thrift Savings Plan and how to build an effective investment strategy within it. Participants will review the core TSP funds, allocation principles, rebalancing strategies, and key decisions that drive long-term growth. The session also addresses the Roth option, loans, distribution rules, and the significant changes implemented in 2026, explaining how these updates impact federal employees. The objective is to provide clarity and confidence so attendees can make informed decisions to maximize their TSP results.

Financial Literacy, A Simple Guide for Success

Presented by: Dan De La Torre

This seminar focuses on mastering the financial fundamentals that create stability and confidence. Designed for individuals who want practical tools they can apply immediately, the session covers budgeting systems, cash flow management, emergency savings, and effective debt reduction strategies. Participants will learn how to build disciplined financial habits and prepare for the unexpected expenses that arise throughout a working career. The goal is to provide a strong foundation that supports long-term financial growth and informed decision-making.

The 5 Years Before You Retire

Presented by: Jim De La Torre

This seminar guides you through the essential steps to ensure a smooth and fulfilling transition into retirement. Focusing on practical, easy-to-follow strategies, it covers every key aspect of retirement planning to help you maximize your final working years. While this workshop does not delve into the specifics of federal retirement programs, it takes a comprehensive, big-picture approach to financial security, lifestyle planning, and long-term well-being, offering a step-by-step roadmap for those nearing retirement.

The Challenges of an Early Retirement

Presented by: Jim De La Torre

Retiring before age 62 can be appealing, whether at 57, 60, or through an early-out opportunity. However, stepping away early carries financial trade-offs that are not always immediately visible. This seminar examines the income gaps, benefit reductions, healthcare considerations, and long-term risks that can accompany an early departure from federal service. We will also explore how timing affects FERS, Social Security, and TSP strategies. Participants will gain a realistic perspective on the pros and cons so they can make informed, confident decisions about retiring ahead of schedule.

Avoiding Audit Findings and Keeping Your Inventory in Line

Presented by Jeffrey Dingman

Do you have an audit coming up or just finish a less than favorable one? Don't cringe when you hear the word audit! JICS, the Judiciary Inventory Control System, is easy to use, integrates with JIFMS, reduces workload on court personnel, and best of all aligns itself with the Guide to Judiciary Procedure, Vol 16, Ch 5: Personal Property. Come experience how the JICS Team can reduce your stress and get you on the path to a perfect audit.

The Power of a Master Circle of Influence: Becoming the Leader Others Choose to Follow

Presented by: Tasha German

The goal of this session is to examine how effective leaders are shaped by the individuals who invest in their growth. This session highlights the importance of building a “Master Circle of Influence” made up of mentors, sponsors, and trusted peers who provide guidance, accountability, and opportunities for growth. Participants will learn how mentorship sharpens leadership skills, how sponsors help open doors to new possibilities, and how surrounding yourself with the right network strengthens your ability to lead with confidence, influence, and authenticity. Attendees will leave with practical insight on how to intentionally build and nurture relationships that support their development and help them grow into the kind of leader people are inspired to follow.

Nurturing a Healthy Mind: Daily Essentials (120-minute, two-part class)

Presented by: Stephanie Hemmert

Most everyone can tell you that sleep, proper nutrition, and exercise. are important for one’s optimal functioning, but did you know that research suggests there are other important aspects as well such as connecting with others and also taking some time to do absolutely nothing? This session will invite participants to take a look at different aspects that research suggests all contribute to a healthy mind and provides participants an opportunity to work in small teams to delve into the different activities, brainstorm ways of achieving each activity each day, reflect on one’s own personal development in building a more effective balance for optimal brain health, and an opportunity to draft an action plan to implement insights.

A Little Bit of Brain Science at Work (120-minute, two-part class)

Presented by: Stephanie Hemmert

During this session, together we will explore basic brain science related to the work environment; identify a mnemonic to help remember aspects of this neuroscience; discuss how these domains relate to an optimal, thriving work environment; examine and reflect on the relevance of these concepts for various aspects at work; and have an opportunity to write a personal action plan.

Lessons from the Field: Talking Through Difficult Workplace Issues (Managers)

Presented by: Michael Henry and Kate Adams

Join Michael Henry, Judicial Integrity Officer, and Kate Adams, Director of Workplace Relations for the Eleventh Circuit for three breakout sessions (two for non-managers and one tailored for managers) featuring a candid discussion on how to address a range of challenging workplace issues. We will discuss nuanced workplace dynamics and situations, including workplace misconduct, communication styles, and addressing work/life tension.

Lessons from the Field: Talking Through Difficult Workplace Issues (Non-Managers)

Presented by: Michael Henry and Kate Adams

Effective Communication in the Workplace (120-minute, two-part class)

Presented by: Brandon Howard

Communication in the workplace, be it through verbal, written, or digital means, comes to us rapidly and seemingly without pause. Making sure your message is received as intended is critical to teamwork, positive working relationships, and desired outcomes. This session will dive into various communication methods and focus on best practices, techniques, and tips to make each communication as effective as possible. As a result of participating in this training, you will be able to: Identify key principles of clear and professional verbal communication in workplace interactions,

• Demonstrate active listening techniques to improve understanding and engagement in conversations,

• Craft clear, concise, and professional emails that utilize best practices for email etiquette to prevent misunderstandings, and

• Facilitate or contribute to productive meetings by managing time, staying on topic, and fostering collaboration.

Catch it Before it Costs: The Importance of Internal Controls, Self-Assessments, and Audits to Prevent Fraud, Waste, and Abuse

Presented by: Chris Junjulus

Come to this session to hear an overview of how the policy and practices of internal controls, self-assessments, and audits assist court units in avoiding claims of fraud, waste, and abuse. Much of the session will be covering your questions.

I have Issues - GOOD!

Presented by: Chris Junjulus

Completing your Internal Control Self-Assessment is only the first step — what you do next is what truly strengthens your control environment. This session focuses on turning assessment results into meaningful improvement through a constructive, solutions-oriented approach. Participants will learn how to effectively document, write, and manage items on their issues log, ensuring findings are addressed clearly, consistently, and in a way that drives corrective action rather than blame. Attendees will leave with practical guidance on prioritizing issues, assigning responsibility, and framing corrective actions in a positive, forward-moving manner that supports accountability and continuous improvement

A Motion to What? Bankruptcy Law Made Easy…or Your Money Back

Presented by: Thomas Kearns and Mark Neal

The session is an introductory level class on bankruptcy law that provides attendees with a better understanding of the Bankruptcy Code and procedural rules and how they impact what we do in the Clerk’s Office. We explain what bankruptcy does for debtors and creditors, why it is so powerful for consumers in CH 7 and CH 13, what actually happens in a CH 11 case, why notice is so important, and a host of other topics. The session is aimed at case administrators and other non-legally trained court personnel, but anyone with an interest in bankruptcy law may find it informative and we have heard that others including chief deputies and clerks of court have attended and found the session informative.

Fraud, Waste, and Abuse: Changes in Policy

Presented by: Ruby Krajick

The chapter of the Guide to Judiciary Policy governing federal judiciary policy on fraud, waste, and abuse complaints is under review for a complete rewrite. Learn what is new, and what changes to existing policy are going to affect courts, including the resources available to all bankruptcy courts in managing, investigating, and reporting allegations of fraud, waste, and abuse. (I also have a Jeopardy game on fraud, waste, and abuse that is quite entertaining with real examples from the field!).

Winning Lessons from the Sea

Presented by: Barry Lander

Florida’s pirate lore is rich with tales of buried treasure, privateering and daring raids which blur the line between fact and myth. (And, yes they were the bad guys.) However, looking back, some pirates were innovators, strategic thinkers and democratic leaders sharing ownership with their crews. We’ll examine some real and fictional pirates for lessons that we can adapt and apply to today’s challenges faced by the courts and court teams.

From Identity to Ownership: A Four-Pillar Framework for Workplace Engagement

Presented by: Lydia Piper

Employee engagement remains one of the most persistent challenges in today’s workplace. Many organizations rely on recognition programs, surveys, or team-building activities, yet still experience disengagement, turnover, and low morale. Sustainable engagement requires more than programs—it requires intentional culture design. This session introduces a practical four-pillar framework for workplace engagement built on Identity, Connection, Contribution, and Ownership. Participants will explore how these pillars work together to move individuals from passive participation to active investment in their teams and mission. Attendees will leave with actionable leadership strategies to strengthen engagement, accountability, and collaboration within their organizations.

Growth Mindset: Moving Beyond Limiting Beliefs

Presented by: Lydia Piper

This interactive session introduces a practical framework for identifying limiting beliefs and applying a structured decision-making model to foster growth, adaptability, and resilience in both professional and personal settings. Participants will leave with tools to evaluate thought patterns, strengthen accountability, and make more intentional decisions in their life.

The Power of 2

Presented by: Andrea Redmon and Troy Bass

Many of the greatest accomplishments can be reached only by two people working together. But while some partnerships reach great heights, others fall short. Why do some people click while others clash? What do great pairs have in common? And what can you learn from the most powerful partnerships to strengthen collaboration in your work and personal life? The Power of 2 details the eight elements that prepare partners to succeed in their most important endeavors. Mixing key insights about human nature and inspiring stories of partnerships that reached the pinnacle, Power of 2 will change the way you think about working with someone else. This course will be especially helpful for the Clerk and Chief Deputy working relationship.

Breaking News: It’s Time to Change the Channel

Presented by: Jennifer Richter

Self-care isn’t breaking news. In fact, there’s more science behind it than ever before. So why does it feel harder than ever to commit to? And why do some days feel like it’s not making any difference at all? Join this session to learn why this is happening, what you can do about it, and how to change the channel when stress starts doom-casting to your nervous system. At the end of this session, you’ll be able to:

• Define what self-care looks like for you.

• Recognize how sacrificing self-care can lead to negative impacts.

• Create a menu of self-care habits.

• Establish a check-in process to identify what self-care habits you need and what self-sabotage habits you don't.

Compassion Makes Us Better Leaders – And People

Presented by: Jennifer Richter

Compassion is often misunderstood as a weakness, yet research and experience shows it plays a powerful role in strengthening leadership, building trust and creating resilient teams. In this session, you’ll explore what compassion really means, why self-compassion can be the most difficult to practice, and how small shifts can strengthen compassion toward ourselves and create a more supportive and effective workplace for others. At the end of this session, you’ll be able to:

• Define what compassion is – and what it isn’t.

• Identify barriers that make compassion challenging.

• Discuss why compassion strengthens leadership.

• Implement how to increase compassion for ourselves and others.

CMA v26 Demo

Presented by: Aimee Stafford and Scott Bellingham

Overview demonstration of the newly released CMA.

Deep Dive into Notes, Problems, and Instructions in CMA

Presented by: Aimee Stafford and Scott Bellingham
Deep Dive into Notes, Problems, and Instructions in CMA. We'll go into more detail about important functions within the app.

JVR (Judicial Voice Recorder)

Presented by: Daniel Wang and Jonathon Hair

Come and see the latest updates in this court-developed electronic recording (ESR) solution that integrates with and leverages calendars and case data from CM/ECF and CHAPWeb. Currently in Pilot, there have been expressions of interest from over 90 court units with live pilot testing in Appellate, District and Bankruptcy courts. The speech-to-text translation (STT) engine processes all audio locally and is contained within the DCN removing potential security concerns. We have incorporated new features based on requests from pilot courts. There will be a live demonstration of JVR and a time for Q&A.

Mindfulness, Baseball, and the Courts

Presented by: Doug Wedge and Steve Rogers

What do mindfulness, baseball, and bankruptcy professionals have in common?

More than you might think.

Drawing from interviews with former Major League Baseball players and managers, this session explores how elite performers succeed. Their stories are paired with practical mindfulness tools and principles from The 15 Commitments of Conscious Leadership to help cultivate steadiness, clarity, and compassionate accountability in high-pressure environments.

This is not a baseball clinic or a yoga class.

It is not a meditation retreat.

It is a conversation grounded in performance psychology, conscious leadership principles, and real-world illustrations from the baseball diamond and the intake counter.

Participants will leave with practical tools they can immediately apply in chambers, clerk’s offices, and operational teams.