Turnaround Experts Forum: Extending the Discussions from the JCR


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Wednesday, June 21, 2023 12:00 PM - 1:00 PM   iCalendar Central Standard Time

Certified Turnaround Professionals (CTPs) and experts from various corners of the turnaround field are coming together to discuss best practices, issues facing the profession, and more. The June 2023 issue of the Journal of Corporate Renewal is themed around the role of turnaround experts, specifically CTAs and CTPs. Authors and thinkers from each of the articles will join together to extend the discussions beyond the pages of the JCR. In a cross-cutting discussion, this Forum will center an elevated discussion moderated by the June 2023 JCR guest editor David Weinstein, CTP. More details to follow, including speaker announcements.

 

Intended Audience:

Turnaround practitioners who are seeking to hear the ideas and opinions of experts in the turnaround field. Additionally, anyone interested in pursuing the Certified Turnaround Analyst (CTA) or Certified Turnaround Professional (CTP) certifications offered by TMA.

 

Expected Prior Knowledge:

The intended audience is expected, but not required, to have read the June 2023 JCR “CTP” issue in order to recognize and apply those ideas within the forum.

 

Objectives:

Following the session, attendees will be able to...

-connect ideas across articles from the June 2023 JCR “CTP” issue in order to discuss current topics facing turnaround practitioner landscape

-differentiate various viewpoints that exist among leading experts in the turnaround community in order to establish shared understandings and further inspect contested topics

 

Session Type:

Forum

A discussion-style education session in which a moderator guides a discussion among a small- to medium-sized group of speakers who have delivered or authored superior presentations or articles on various interconnected topics. While the speakers may very briefly recap their presentation or article, much of the session centers on bringing together the varied topics into a central, cross-cutting theme that elevates and furthers the ideas previously offered in the speakers’ presentations or articles. This format allows for the inclusion of audience participation by submitting questions to the moderator, of which the moderator can guide discussion with the panel.

 

Moderator:

David Weinstein, CTP

June 2023 JCR Guest Editor

TMA - Florida, Chapter President

TMA - Global, Certification Oversight Committee, Vice President - Standards

TMA - Connecticut, Council of Past Presidents Committee, Member

 

Speakers:

To be announced!

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Moderator:

David Weinstein, CTP 
June 2023 JCR Guest Editor, author  — "Being a CTP or CTA Can Make a Real Difference"
Culain Capital Funding — Strategic Advisor

TMA - Global, Certification Oversight Committee, Vice President - Standards
TMA - Florida, Chapter President
TMA - Connecticut, Council of Past Presidents Committee, Member

 

 

Speakers:

Brian Gleason, CTP 
June 2023 JCR author — "Why Engage a Certified Turnaround Professional? Skill, Knowledge, Experience"
Phoenix Management Services, Inc. — Senior Managing Director and Shareholder

TMA - Global, Certification Oversight Committee, Chairperson
TMA - Global, Education Oversight Committee, Vice President
TMA - Global, Nominations Committee, Member
TMA - New York City, Member

 

Carlton E. Helming, CTP, CPA, CIRA 
June 2023 JCR author — "Finding Profit in a Failing Business Requires Dedication to Change"
Helming & Company P.C. — Founding Principal

TMA - Connecticut, Council of Past Presidents Committee, Member

 

Amina Jafri, CTA 
U.S. Securities and Exchange Commission — Senior Counsel

TMA - Global, Certification Oversight Committee, Member
TMA - Chesapeake

 

Jeffrey Manning, CTP 
June 2023 JCR author — "Emerging Concerns on ‘Independent’ Bankruptcy Directors, Zone of Insolvency & DIP/Stalking Horse Sales"
CohnReznick Capital — Managing Director

TMA - Chesapeake, Board of Directors, Director

 

Dr. Ruediger Mueller, CTP 
June 2023 JCR author — "Subchapter V: The Case for Turnaround and Restructuring Trustees"
Turnaround Consulting & Management International

TMA - Florida, Member

 

William Snyder, CTP 
June 2023 JCR author — "Are Private Lenders Ready for a Recession?"
CR3 Partners — Partner

TMA - Dallas/Ft. Worth, Member

 

Michael Von Lehman, CTP 
Meridian Management Partners, LLC — President

TMA - Global, Certification Oversight Committee, President
TMA - Pittsburgh, Member

 

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TMA webinars are supported, in part, by our generous sponsors. If you would like to show your support by joining this distinguished community, please contact Scott Zeller, Director, Sponsorships & Business Development at szeller@turnaround.org or (847) 471-8225 to learn more about the benefits of sponsorship.

For questions regarding your registration, please contact TMA at 312-578-6900 x4 or conferences@turnaround.org.