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  • UST Refresher: An Overview of Chapter 11 Monthly Operating Reports and 13-Week Budgets, and Chapter 7 Means Test Issues

UST Refresher: An Overview of Chapter 11 Monthly Operating Reports and 13-Week Budgets, and Chapter 7 Means Test Issues

  • March 13, 2025
  • 12:00 PM - 1:15 PM
  • Zoom
  • 167

Registration


Registration is closed

**Cancelled**

We regret to inform you that this event is cancelled. The San Diego Bankruptcy Forum apologizes for any inconvenience and we appreciate your continued support. We hope to see you at the next event. 

UST Refresher: An Overview of Chapter 11 Monthly Operating Reports and 13-Week Budgets, and Chapter 7 Means Test Issues

Panelists:

Michelle M. Kainen, Supervisory Auditor, Office of the U.S. Trustee

Elvina Rofael, Trial Attorney, Office of the U.S. Trustee

Moderator:

Corina Pandeli, Trial Attorney, Office of the U.S. Trustee

Date and Time:

Thursday, March 13, 2025 at 12:00 p.m. via Zoom

Description:

This program explores the strategic use of Monthly Operating Reports (MORs) and 13-week cash flow statements to effectively analyze and track financial trends, manage liquidity during the course of the case, and ensure compliance in Chapter 11, Small Business, and Subchapter V cases, in support of a successful chapter 11 reorganization. The program will also cover key issues on the 11 U.S.C. § 707(b) means test, including recent trends and practical considerations for debtors and the consumer bankruptcy bar.

Pricing:

SDBF Members: $20

Non-SDBF Members: $35

Government Employees & Paraprofessional SDBF Members: $10

Law Students: Free (Law students must show a valid law school ID by emailing jd@jdl.law before the event to confirm attendance)

Credit has been approved with the State Bar of California for 1.0 MCLE credit

The program will be hosted via Zoom. The materials and a Zoom link will be provided to registrants before the program.

A password will be provided during the program. Attendees must email their California State Bar number and the password to sdbankruptcyforum@gmail.com after the program ends to obtain MCLE credit.

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