* Bankruptcy Bundle (OnDemand Streaming or Recorded Packages) *

What You Will Learn

Business Bankruptcy 101: Chapter 11 Nuts and Bolts – 2026

Part 1: Tuesday, April 21, 2026  

Pre-Bankruptcy Considerations & Commencement of Chapter 11
Jeffrey Bast and Steven Fox 

• Chapter 7 vs. 11 vs. 13 in a nutshell
• Voluntary vs. Involuntary Filings
• Ascertaining if the Business and Principals Can Survive and Grow in a Chapter 11
• The Initial Consultation and What Happens Before the Consultation
• The Attorney as Advisor, Businessperson, Advocate & Fiduciary in Chapter 11
• The Exit Strategy – the goals
• The Bankruptcy Petition, Schedules and Statement of Financial Affairs
• Employment of Professionals; consequences for not obtaining court approval
• Role of U.S. Trustee and Trustee in Chapter 11 cases
• S. Trustee compliance requirements
• 341 meeting
• Rule 2004 Exams

First Day Motions
Allison R. Day and Marc J. Carmel 

• Background and explanation of First Day Motions
• Procedural motions
  • Joint administration
  • Adequate assurance to utilities
  • Case management
• Operational motions
  • Employee wages and benefits
  • Cash management
  • Customer programs
  • Taxes
  • Critical or essential trade
  • Shippers, lienholders, 503(b)(9) creditors, foreign vendors
  • Insurance premium finance
• Retention or employment applications
• Finance related motions
  • Cash collateral motion and order
  • DIP financing motion and order
• Possible motions
  • Reject executory contracts and unexpired leases
  • Extend time to file statements of financial affair and schedules of assets and liabilities
  • Redact information from creditor matrix
  • Assumption or honor certain agreements and obligations

Automatic Stay
Nicole Noel

• Actions by/against debtor
• Property of estate includes claims belonging to the debtor
• Void v. voidable
• Retroactive annulment of stay
• Application to individuals and others
• Multi-filer cases
• Creditor’s Perspective

Addressing Relationships with Companies Potentially Facing Chapter 11 bankruptcy
David Samole

• Bankruptcy-proofing settlements/contracts
• Establishing protective terms
• Additional considerations  

Treatment of Commercial Leases in Chapter 11
David Samole 

• Assume/Assign/Reject
• Administrative Rent Versus Pre-Bankruptcy Amounts Owed
• Pay to Stay
• Administrative Rent – Billing Method/Accrual Method
• Assume – requirements
• Assign – requirements including Shopping Center Locations
• Rejection – not equal to termination
• Going out of Business Sales

Part 2: Thursday, April 23, 2026

Claims and Claims Objections
Nicole Noel and Marc J. Carmel 

• Debtor claims and causes of action to assert against creditors and other entities
  • Bankruptcy specific
    • Avoidance actions – fraudulent conveyance claims, preferences, improper post-bankruptcy transfers
  • Non-bankruptcy specific
    • Typical claims and causes of action – breach of contract, tort, and others
    • Fraudulent conveyance claims
  • Claims of creditors against debtor
    • Types of claims
      • Secured
      • Priority
      • Administrative
      • General unsecured
    • Special treatment for certain claims
      • Landlord claims
      • Vendor claims
      • Rejection damage claims
      • Contingent claims
    • Proofs of claim
      • Filing a claim
      • Official form
      • Deadline to file claim
    • Objections to proofs of claim
      • Procedures for objecting to claims
      • Process for litigating or resolving objections to claims

Chapter 11 Plan Formulation and Confirmation
Steven Fox and Jeffrey Bast 

• Types of Plans – reorganizing or liquidating
• Statutes, discussed one section at a time
• Examine sample Disclosure Statements
• Check list of required information
• The Plan Feasibility
• Classification & voting
• Liquidation analysis
• Cramdown
• Absolute Priority Rule
• New Value Monies
• Market Testing
• Competing plans/exclusivity
• Plan injunctions and discharges for non-debtors
• The Confirmation Hearing
• Effect of discharge and re-vesting of property upon confirmation
• Creditor priority batting order
• Plan – examine sample Plans

Subchapter V Small Business Debtor Reorganization
Jaime Leggett and David M. Klauder 

• Eligibility – who qualifies for Subchapter V
• Subchapter V Trustee – their role and rowers
• Timeline – an accelerated process
• Plan Confirmation – new “Fair and Equitable” test and elimination of the Absolute Priority Rule and Impaired Assenting Class Requirement
• Various case law developments
  • discharge ability
  • ability to file a Plan
  • Plan modification
  • other new issues

Bankruptcy for the Non-Bankruptcy Attorney Webinar – Audio only

This webinar is a primer for creditors, attorneys representing creditors, and attorneys who find themselves in a case with a bankrupt party.

(It is not a primer on filing bankruptcy cases for debtors)

You will learn:

• how to advise your clients about their options, rights and risks resulting from a counter-party filing bankruptcy
• how to read the bankruptcy notice
• how the bankruptcy filing may affect your case
• how to find potentially useful information buried in the basic bankruptcy documents filed
• about the various legal actions that may arise as a result of a bankruptcy filing

Bankruptcy 101: Chapter 7 and 13 Nuts and Bolts – 2020

Part 1 Topics:

Introduction

• Overview of bankruptcy court
• Resources available on court website
• CM/ECF Issues
• Motion Practice
  • Notice and service rules
  • Contested matters
  • Ex parte motions
• Adversary Proceedings
• Appeals
• Ethical Issues
  • Ex Parte communications
  • Sanctions
  • Employment and fees

Debtor’s Representation, Chapter 7

• The concept of Chapter 7
• Counsel’s “Toolkit”
• Pre-petition information gathering process
  • Identification of the Debtor (Social Security; Driver’s License)
  • Information and documents for the petition, schedules, and statements
  • Income, expenses, and Means Test
  • Assets to be listed; valuation and exemptions
  • Creditors to be listed
  • Credit counseling certificate pre-filing requirement & pre-discharge Financial education requirement
• Filing and its effect; the Automatic Stay
• Interaction with Chapter 7 trustee and US trustee
• How to Prepare for the 341 meeting
• What happens at the 341 Meeting of Creditors with the Chapter 7 Trustee
• Objection to Exemptions by the Trustee
• Negotiations with the Trustee for purchase of non-exempt assets
• 60-day deadline for discharge complaints
  • Section 523
  • Adversary Proceedings
• Issuance and Effect of the Discharge Order
• Treatment of types of claims:
  • Secured claims
    • Foreclosure/Stay Relief
    • Reaffirmations
    • Surrender
    • Redeem
  • Unsecured claims
  • Non-dischargeable claims
    • Student Loans
    • Some Taxes

Role of the Trustee in Chapter 7 Proceedings

• Overview
• Preparing for the Sec 341 Meeting of Creditors
• Liquidation of Assets
• Objections to Exemptions, Discharge and Abusive Filings
• Why Can’t We Just Get Along?

Part 2 Topics:

Chapter 13

• Overview
  • Definition
  • Who qualifies as debtor/eligibility requirements
  • Benefits/reasons to file
• Client Responsibilities and Information
  • Income and expense information
    • Tax return
    • Income proof
    • Bank statements
  • Asset information and valuation
  • Debtor information
  • Pre-filing credit counseling
• Drafting Plan, Schedules and Statements, Means Test
• Filing Documents/Paying Court Filing Fee
• Getting Attorney Fees Paid
  • No-look fee
  • Fees at hourly rate — fee application
  • Local Bankruptcy Rule 2016-1
• Section 341 Meeting
  • Pre-meeting requirements — e-mail documents to Trustee
  • ID/SSN proof
  • What happens at meeting
• Plan Confirmation Issues
• Role of Chapter 13 Trustee
• Post-Confirmation Issues
• Debtor Financial Education
• Completion of Plan and Discharge

Creditor’s Representation, Chapters 7 and 13

• Overview of Creditor’s Rights
  • Chapter 7 (liquidation)
  • Chapter 13, 11, 12 (reorganization)
• Chapter 13 Plan Treatment
  • Proof of Claim
  • Rule 3002.1 (Payment Change Notices, Post-Petition Fees)
  • Conduit vs. Non-Conduit
    • Cure and Maintain
  • Cram Down and Claim Valuation
  • Mortgage Modification Mediation
• Automatic Stay
  • Termination of Automatic Stay
  • Consecutive Filers
• Rights of Creditors in Special Situations
  • Sales Free and Clear of Liens
  • Termination of the Automatic Stay
• Chapter 11
• Special Circumstances
  • Judgment Lien Avoidance
  • Exceptions/Objections to Discharge
  • Dismissal and Conversion

Chapter 11: First Day Motions and Plan Confirmation In-Depth (2020)

• An Overview of Chapter 11 Cases
  • What are the purposes or goals of chapter 11
  • The types of chapter 11 cases
  • The exit strategies from chapter 11

• First Day Motions – An overview of their purposes
  • Cash collateral motion and order
  • Retention or Employment applications
  • Debtor-in-Possession Financing
  • Offering Adequate Protection to Utilities
  • Setting Fee Procedures in Larger Chapter 11 Cases
  • Cash Management (or Handling the Bank Accounts)
  • Case Management Summary (or the Case Status Report)
• Plan Confirmation
  • Basic concepts
    • Statutes – one section at a time – i.e. 1129(a)(1), (a)(2), (a)(3), etc.
    • Disclosure statement – Examine sample Disclosure Statements
    • Plan – Examine sample plans

Testimonials

Business Bankruptcy 101: Chapter 11 Nuts and Bolts (2026)

“Good range of topics and none of the presentations went beyond the basics of this specialized practice which is good.” — Christopher Murray, Esq.

“David Samole was excellent! This is very helpful, specific information I can use in my practice.” — Lenard Wittlake, Esq.

“I thoroughly enjoyed learning about this new field.” — Nicole M Paredes-Kennedy, Esq.

“Great class.” — Jose Vinicius Bicalho Costa Jr., Esq.

“Very Satisfied.” — Lisa M. Lucena, Esq.

“Excellent presentations. Interesting topics. Great intro to bankruptcy.” — Christopher Murray, Esq.

“Great program.” — Jeffrey Unap, Esq.

“The program was presented excellently. This was my first exposure to bankruptcy law. I was totally unaware how complicated this practice would be if I choose to pursue it. The speakers spoke clearly and used language that I, as a non-bankruptcy lawyer, could understand. Also, they had a broad knowledge of the subject matter.” — Don Kelley, Esq.

“Very satisfied. Good coverage of the basics. Didn’t go too far into detail, which was appropriate. Speakers had excellent grasp of the rules.” — Christopher Murray, Esq.

“This was an excellent primer on issues arising in chapter 11 cases. The program reinforced my knowledge of basic concepts of chapter 11.” — Brett Amron, Esq.

“Very informative and helpful.” — Annette Cristina Escobar, Esq.

“Great.” — Awilda Esteras, Esq.

“Wel-organized, appreciate the materials.”

“I thought that it was very informative and definitely a crash course in stuff.”

“Great presenters and helpful materials.”

“The content was very good. Very satisfied.”

“Very informative.”

“The program was very informational.”

“Very good; moves fast; informative; good handouts.”

“Nice to have practical advice on retainers and client red flags.”

“Generally, very good. I used to represent creditors in bankruptcy matters and wanted an update / refresher. This was helpful.”

“The program was very good and helpful. Very satisfied because I am adding bankruptcy as an area of practice.”

“The last speaker was fantastic.”

“Thought the presenters were knowledgeable and good speakers—especially enjoyed the last presenter.”

“Presentation was very good and informative.”

“Gave great examples.”

“Excellent quality and content, presenters have been great. Very satisfied. Excellent refresher of basic (and common) bankruptcy issues.”

“Lots of good information and good outline to refer to after and descriptions on why it was needed.”

“The program was great. A lot of good information.”

“Very informative.”

“Today was helpful.”

“Very comprehensive on complex topics.”

“Really good.”

“All of the speakers were great! The speakers explained each topic in a way that was easy to follow and interesting to listen. I enjoyed the sections with two speakers. It did not seem like I was learning, more like I was listening to a conversation between two colleagues. The PowerPoints contained important statutes—which was concise. The handout materials are great! Thank You!”

“Informative. Good overview.”

“Excellent speakers—always enjoy these two particular speakers, especially Jeff Bast.”

“I thoroughly enjoyed the first speakers Jeff Bast, Steve Fox, and Nicole Noel.”

“The first two speakers were very engaging, and their topics were very practical.”

“Each of the speakers was knowledgeable on the subject matter and was good about answering Q&A questions.”

“I think the structure is good and I am able to understand the materials well.”

“Well done.”

Bankruptcy for the Non-Bankruptcy Attorney Webinar (2020)

“5 stars.” – Sophia Miguel, Esq.

“Impressive – Best CLE speaker I’ve encountered in a while.”

“Mr. Hays did a great job.”

“Very enthusiastic and very knowledgeable speaker! Easy to understand and well-spoken.”

“Thank you for the informative seminar.”

Bankruptcy 101: Chapter 7 and 13 Nuts and Bolts (2020)

“The presenters were extremely competent and clear. I am new to bankruptcy and this CLE really laid the foundation for this practice area from both the debtor’s attorney perspective and that of the bankruptcy trustee.” – Heather Ramirez, Esq.

“Very helpful, useful information. Great presentation.” – Leslie Nelson, Esq.

“Great program.” – Darryl White, Esq.

“Very informative and concise. Great handout and clear explanation of the Bankruptcy protocols.” – Elena M. Alvarez, Esq.

“Very informative.” – Felix G. Poggemann, Esq.

“This was a great concise crash course into bankruptcy.” – Robert Pelletier, Esq.

“Good program. Very satisfied.” – Elena M. Alvarez, Esq.

“Both speakers today were excellent. Was looking for strong refresher course — this is it.”

“It was good. Nice materials. Speakers were personable. I feel like I learned a lot. I also learned where to go for more information. Also gave guidance on several types of fraudulent transfers that I would not have thought to ask about. Materials were very helpful as well as the cites to the code to get more information.”

“The content was helpful.” – Belen Maria Carrubba-Fuentes, Esq.

“I thought this was really informative without being too overwhelming for someone new to bankruptcy. The handout is very helpful and I really appreciate all the supplements and resources included in the handout.”

“It was amazing.”

“Very helpful primer to chapter 7.”

“Great overview.”

“The content was exactly what I was looking for.”

“Very informative.”

“Very informative and gave good practice tips.”

“Kelly Roberts was a personable, engaging speaker. Knew her materials. Relayed the information in relatable way. While on a slide, she told us where the examples were in the appendix also gave info where to go from there.”

“The speakers were informative.”

“Scott Brown was very knowledgeable with great practical experience; really appreciated getting a trustee’s perspective.”

“Speakers were clear and concise.”

“Great!”

“The topic is relevant to the work I do and I was very pleased to see an intro course. Thank you!”

“I like that Kelley Roberts gave ample resources that are available and talked about how to get involved in the field of practice. She was very thorough. Scott Brown’s content presented was very helpful and easy to understand, even for a first timer.”

“This was really good, and I have learned a lot of useful information. I have learned several things that I didn’t know.”

“Nicole is experienced, articulate, and clearly an expert practitioner. It came through in her presentation style.”

“Kelly was informative and kept my attention. She explained everything really well and in a way that made sense. I appreciated the examples she incorporated throughout her presentation. Scott is knowledgeable and added many helpful examples throughout his presentation. It was good to hear a trustee’s perspective and gain insight into how he approaches debtors.”

“Very good.”

“Very good and helpful information.”

“Speakers were very good.”

“Great job from the speakers.”

Chapter 11: First Day Motions and Plan Confirmation In-Depth (2020)

“The program was presented excellently. This was my first exposure to bankruptcy law. I was totally unaware how complicated this practice would be if I choose to pursue it. The speakers spoke clearly and used language that I, as a non-bankruptcy lawyer, could understand. Also, they had a broad knowledge of the subject matter.” – Don Kelley, Esq.

“Very satisfied. Good coverage of the basics.  Didn’t go too far into detail, which was appropriate. Speakers had excellent grasp of the rules.” – Christopher Murray, Esq.

“This was an excellent primer on issues arising in chapter 11 cases. The program reinforced my knowledge of basic concepts of chapter 11.” – Brett Amron, Esq.

“Very informative and helpful.” – Annette Cristina Escobar, Esq.

“Informative. Good overview.”

“Excellent speakers – always enjoy these two particular speakers, especially Jeff Bast.”

Faculty

To view the faculty list, please click on the individual program(s) for more information:

Business Bankruptcy 101: Chapter 11 Nuts and Bolts (2026)

Bankruptcy for the Non-Bankruptcy Attorney Webinar (2020)

Bankruptcy 101: Chapter 7 and 13 Nuts and Bolts (2020)

Chapter 11: First Day Motions and Plan Confirmation In-Depth (2020)

Fees

Fees & Format Options

💻 OnDemand Streaming

Watch the recorded seminar on your own schedule, as often as you’d like, from any device. Access lasts one year from purchase.

• Standard Rate: $599 (save $543 if ordered individually)
• Includes: Seminar recording + written materials
• For individual use only

Group rates available for 3–4 attorneys watching together. Licenses available for 5+ attorneys—contact us for details. info@pincusproed.com or (877) 858-3848.

📦 Recorded Packages (Download, DVD, or CD)

These packages are for a single viewer and include seminar materials.

▶️ Video Recording (Download or DVD)

• Standard Rate: $599 (save $543 if ordered individually)
• For individual use only

🎥 DVD

• Standard Rate: $699 (save $643 if ordered individually)
• For individual use only

Shipping & Tax: $12 shipping added to DVD/CD orders (plus sales tax in CA)

⚠️ Important Notes

• OnDemand Streaming can be viewed on any device.
• Recorded Downloads must be downloaded to a computer first before transferring to another device. Files are delivered as a zipped folder containing the recording and written materials.

💼 Group Access & Licensing

Discounted rates are available for 3–4 attorneys watching together (Live or OnDemand).
Licenses are also available for firms or agencies with 5+ attorneys.

To inquire or purchase group access:
📧 info@pincusproed.com | ☎ (877) 858-3848

CLE Credit

🎓 CLE Credit Information

Bundle total for CA General:  This program is approved for 22.5 units of general CLE in California.

Due to various state expiration dates for recorded programs, only our 2026 Bankruptcy program is still valid for CLE outside of CA:

Business Bankruptcy 101: Chapter 11 Nuts and Bolts

California:
Approved for 8.0 General CLE 

Florida: 
Approved for 9.5 General CLE through 10/31/27. 

Georgia: 
Approved for 8.0 CLE Hours through 12/31/27.

Illinois: 
Approved for 8.0 General CLE through 04/20/28.

Oregon: 
Approved for 8.0 General Credits through 04/20/29. 

Washington:
Approved for 8.0 General CLE

New York:
This program is eligible for 8.0 General CLE credits under New York’s Approved Jurisdiction policy.

Pincus Professional Education is a California Accredited Provider, and California is an approved jurisdiction under Section 6 of the New York State CLE Board Regulations and Guidelines.

🌎 Other States

CLE credit is officially approved in the states listed above.
If you practice in a different state, we’re happy to help—upon request, we will provide the materials and information you need to apply for CLE credit on your own. Many of our past attendees have successfully obtained credit in other jurisdictions.

To request assistance:
📧 info@pincusproed.com | ☎ (877) 858-3848