Geoff WinklerAlvarez & Marsal | San Francisco, CA
Geoff Winkler is the Director of Financial Crimes for Bates Group, based in Portland, Oregon. Mr. Winkler leads a team of legal and financial industry professionals who specialize in managing complex investigations, forensic accounting, fiduciary and insolvency services, and securities litigation support. He has extensive experience testifying as an expert witness and has served as CFO, COO and GM in dozens of State and District Court receiverships, corporate monitorships, chapter eleven bankruptcies, and in other cases as a fiduciary and insolvency expert. Mr. Winkler has lectured extensively on the topics of fraud, anti-money laundering, business law, and business ethics and has published dozens of articles on topics ranging from elder care abuse to SEC reforms and managing expert witnesses to analyzing new DOL rules.
Prior to joining Bates Group, Mr. Winkler was Director of Case Management for Grassmueck Group, a fiduciary and insolvency services firm engaged in the resolution of securities law violations, unlawful trade practices, AML violations, ownership disputes, fraud investigations and fiduciary cases. Mr. Winkler is also an Adjunct Professor of business law, business ethics, and American government for Chemeketa College.
Hon. Steven Rhodes
Jordan MaglichQuarles & Brady LLP
Joshua del Castillo
Kathy Bazoian PhelpsDiamond McCarthy LLP | Los Angeles, CA
Kenton JohnsonRobb Evans & Associates LLC | Sun Valley, CA
Since January 1996, Mr. Johnson has been a member of Robb Evans and Associates LLC. Mr. Johnson works with the other members of the organization to administer and carry out the daily activities of more than 300 receiverships and liquidations that the firm is managing or has completed. Case management includes commercial and industrial, multi-family and residential property management and sales, fraud investigation, asset tracing, asset enhancement, management and liquidation, and supervision of litigation. Industries and types of businesses include manufacturing, contracting, health care, shopping centers, wholesale distribution, multi-level marketing, worldwide Internet and credit card commerce, and the U.S. agency of an international bank.
Mr. Johnson is a current director and past Co-Chair of the California Receivers Forum. He has participated as a speaker and panelist at Loyola Receivership Conferences in Los Angeles. Mr. Johnson is a founding member and current director of NAFER and participates on committees and as a panelist at annual conferences.
Kevin DuffRachlis Duff & Peel, LLC | Chicago, IL
Robert Mosier (Producer)Mosier & Company, Inc. | Costa Mesa, CA
Robert P. Mosier is President and Chief Executive Officer of Mosier & Company. His specialty since 1974 has been turnarounds and dissolutions. Total Court assignments exceed 600 cases in a variety of capacities ranging from President and CEO, Chief Responsible Officer, Receiver, Trustee, Examiner, Examiner with Expanded Powers, and Provisional Director. He has served as the Court’s own Referee, Special Master, and Expert Witness.
Mr. Mosier has also served as a court-approved President & CEO of two Chapter 11 Debtors. Mr. Mosier is also a frequent lecturer on the subject of Receivership and insolvency.
Steve DonellFedReceiver, Inc. | Los Angeles, CA
- Timezone: America/New_York
- Date: Oct 08 2020 - Oct 09 2020
- Time: All Day
2020 Annual Conference
Join us for the 2020 Annual Conference – Live and Online! Earn up to 5 CLE or 6 CPE credits at our two-day virtual conference. We will kick things off on Thursday, October 8 with the Receiver Training Camp and a Virtual Happy Hour and top it off on Friday, October 9 with three top-notch sessions plus the NAFER Annual Meeting. The NAFER Annual Conference is FREE to all NAFER members!
This Annual Conference offers you an opportunity to engage with leading professionals by exhibiting your services and developing relationships with key decision makers. Your participation showcases your company’s commitment as a valuable industry partner within our organization. We can’t have a successful conference without your input and participation, so we’ve created multiple opportunities for contribution at every level.
CLE and CPE
CLE is being applied for in all applicable states.
NAFER is registered with the National Association of State Boards of Accountancy (NASBA) 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 registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Conference materials will be made available to conference registrants before the conference.
Thursday, October 8th
- 4:00pm - 6:00pm
- RTC: The First Days
Speakers:Chantal Eikey, Geoff Winkler, Kenton Johnson, Maria Yip, Molly White, Steve Donell
- 6:00pm - 7:00pm
- Virtual Happy Hour
- Join us for breakout rooms with hot topics to discuss!
Friday, October 9th
- 11:00am - 12:00pm
- The Bankruptcy Code and Receiverships – Cracking the Code
Speakers:Hon. Steven Rhodes, Ira Bodenstein, Jason Weiner, Kathy Bazoian Phelps, Kyra Andrassy
- 12:10pm - 1:10pm
- Enhancing Receivership Recovery
Speakers:Amy Longo, JonMarc Buffa, Jordan Maglich, Mark Dottore, Mark Rasmussen
- 1:10pm - 1:40pm
- NAFER Annual Meeting
- 1:40pm - 2:40pm
- Working Together with Federal and State Agencies
Speakers:Carly Diroll-Black, Doug Wolfe, Joshua del Castillo, Kevin Duff, Marsha Massey, Richard Foelber