55
Days
23
Hours
56
Minutes
42
Seconds

5th - 7th
August

About the
Operational Practices Forum

The 2025 Operational Practices Forum will be held from August 5–7 at the Hilton Orlando Lake Buena Vista Palace. This biennial event brings together staff from appellate, district, and bankruptcy courts to share best practices, explore innovative solutions, and strengthen collaboration across court operations.

The Forum will feature a range of topics including core court programs such as jury services and interpreting, the integration of artificial intelligence, and IT-driven operational solutions. A key focus will be on peer-to-peer sharing sessions, designed to promote practical strategies for improving efficiency and embracing emerging technologies within the judiciary.

Attendees will benefit from interactive workshops, dynamic discussions, and expert speakers aimed at enhancing knowledge and skills in the field.

To support engagement and streamline communication, the event will utilize the VFairs app, providing access to the agenda, real-time announcements, and networking tools to connect with fellow participants.

Who Should Attend?

This event is intended for staff from appellate, district, and bankruptcy courts who are directly involved in operational functions. Courts are encouraged to prioritize the attendance of operations personnel. IT staff should plan to attend the National IT Conference, which will be held the following week.

Speakers

Joshua Matos

Joshua Matos

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Jason Spencer

Jason Spencer

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Mary Corbin

Mary Corbin

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Gary McCaffrey

Gary McCaffrey

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Lucien Adam

Lucien Adam

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David Levine

David Levine

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Christina Martin

Christina Martin

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Nicole Eallonardo

Nicole Eallonardo

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Giuseppe Ippolito

Giuseppe Ippolito

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Laura Buchanan

Laura Buchanan

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Erin Short

Erin Short

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Leonor Figueroa-Feher

Leonor Figueroa-Feher

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Andrea Baldwin

Andrea Baldwin

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Monte Tingle

Monte Tingle

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Randall Lohan

Randall Lohan

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Katrina Harris

Katrina Harris

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Wayne Wylie

Wayne Wylie

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Shannon Thuemmel Proctor

Shannon Thuemmel Proctor

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Jim Wood

Jim Wood

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Kelly Callicoat

Kelly Callicoat

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Davin Dukes

Davin Dukes

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Kathy Cavazos

Kathy Cavazos

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Mitchell Witkov

Mitchell Witkov

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Jason Edwards

Jason Edwards

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Alvaro Rincon

Alvaro Rincon

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Andre Moore

Andre Moore

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Aimee Stafford

Aimee Stafford

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Libby Smith

Libby Smith

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Lindsay Dugan

Lindsay Dugan

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Gari Gonzalez

Gari Gonzalez

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Pamela Beverly

Pamela Beverly

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Kevin Guinn

Kevin Guinn

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Jillian Handrahan

Jillian Handrahan

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Nora Tyer-Witek

Nora Tyer-Witek

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Clarise Cannings

Clarise Cannings

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Julie Auletta

Julie Auletta

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Adriana Mark

Adriana Mark

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Stephen Grant

Stephen Grant

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Danita Chiles, Esq.

Danita Chiles, Esq.

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Lyle Cayce

Lyle Cayce

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John Minter

John Minter

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Thomas Plunkett

Thomas Plunkett

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David Smith

David Smith

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Holden Beier-Green

Holden Beier-Green

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Megan Mann

Megan Mann

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Tiffany Franc

Tiffany Franc

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Scott Coburn

Scott Coburn

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Brian Behr

Brian Behr

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Theodore Hancock

Theodore Hancock

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G. Ian Peng

G. Ian Peng

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Anaida Vizza

Anaida Vizza

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Jennifer Spampanato

Jennifer Spampanato

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Ken Gardner

Ken Gardner

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Traci Abrams

Traci Abrams

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Joe Markley

Joe Markley

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Elizabeth Render

Elizabeth Render

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Rich Franzen

Rich Franzen

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Melissa Biggs

Melissa Biggs

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Gary Streeting

Gary Streeting

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Scott Bellingham

Scott Bellingham

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Samantha Miller

Samantha Miller

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Melinda Felix

Melinda Felix

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Matthew Allen

Matthew Allen

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Arevik Chukhuryan

Arevik Chukhuryan

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Alexis Christian

Alexis Christian

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Catherine Geyer

Catherine Geyer

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Bhavna Samant

Bhavna Samant

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LaToya Vaughn

LaToya Vaughn

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Michelle Spidell

Michelle Spidell

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Che Clay

Che Clay

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Chris Junjulas

Chris Junjulas

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Kathy Deetz

Kathy Deetz

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Zachary Hawari

Zachary Hawari

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Seth Bowe

Seth Bowe

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Robert Rebeck

Robert Rebeck

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Nancy Lealaisalanoa

Nancy Lealaisalanoa

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Andre Layne

Andre Layne

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Diana Welham

Diana Welham

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Susan Spraul

Susan Spraul

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Emily Cowan

Emily Cowan

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James Alvino

James Alvino

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Brittany Bryant

Brittany Bryant

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Rebecca Ortiz

Rebecca Ortiz

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Patrick Chesnut

Patrick Chesnut

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Thomas Gay

Thomas Gay

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Lee Ann Bennett

Lee Ann Bennett

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Charles Hall

Charles Hall

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Ada I Garcia Rivera

Ada I Garcia Rivera

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Danielle Greco

Danielle Greco

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Christopher Vagner

Christopher Vagner

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Johanne Remy

Johanne Remy

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Estella Chavarin

Estella Chavarin

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James Sandino

James Sandino

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Kenneth Russo

Kenneth Russo

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Kelly Gay

Kelly Gay

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Jennifer West

Jennifer West

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Kelly McCall R

Kelly McCall R

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Daniel Wang

Daniel Wang

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Joel Taylor

Joel Taylor

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Viju Balasubramanian

Viju Balasubramanian

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Hon. Caryl E. Delano

Hon. Caryl E. Delano

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Hon. Amanda Sansone

Hon. Amanda Sansone

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Amy Borman

Amy Borman

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Iechia Weems

Iechia Weems

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Sarah Koster

Sarah Koster

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Sara Hughes

Sara Hughes

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Patrick McGourty

Patrick McGourty

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Joseph Patterson

Joseph Patterson

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Michele Roberts

Michele Roberts

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Agenda

Agenda

time icon

Day 1 - Tuesday - August 5, 2025

time icon08/05/2025 11:25 am to
12:10 pm

  • New Self Assessment Tool
  • National Support Desk
  • CMAssist
  • Judicial Voice Recorder (JVR)
  • CHAP
time icon08/05/2025 12:10 pm to
01:50 pm

LUNCH

time icon08/05/2025 01:50 pm to
02:35 pm

  • New Self Assessment Tool
  • National Support Desk
  • CMAssist
  • Judicial Voice Recorder (JVR)
  • CHAP
time icon08/05/2025 02:45 pm to
03:30 pm

  • New Self Assessment Tool
  • National Support Desk
  • CMAssist
  • Judicial Voice Recorder (JVR)
  • CHAP
time icon08/05/2025 03:30 pm to
03:50 pm

BREAK

time icon08/05/2025 03:50 pm to
04:35 pm

  • New Self Assessment Tool
  • National Support Desk
  • CMAssist
  • Judicial Voice Recorder (JVR)
  • CHAP
time icon

Day 2 - Wednesday - August 6, 2025

time icon08/06/2025 07:30 am to
09:00 am

Light Refreshments

time icon08/06/2025 10:25 am to
11:10 am

  • New Self Assessment Tool
  • National Support Desk
  • CMAssist
  • Judicial Voice Recorder (JVR)
  • CHAP
time icon08/06/2025 11:10 am to
11:20 am

BREAK

time icon08/06/2025 11:20 am to
12:05 pm

  • New Self Assessment Tool
  • National Support Desk
  • CMAssist
  • Judicial Voice Recorder (JVR)
  • CHAP
time icon08/06/2025 12:05 pm to
01:35 pm

LUNCH

time icon08/06/2025 01:35 pm to
02:20 pm

  • New Self Assessment Tool
  • National Support Desk
  • CMAssist
  • Judicial Voice Recorder (JVR)
  • CHAP
time icon08/06/2025 02:30 pm to
03:15 pm

  • New Self Assessment Tool
  • National Support Desk
  • CMAssist
  • Judicial Voice Recorder (JVR)
  • CHAP
time icon08/06/2025 03:15 pm to
03:25 pm

BREAK

time icon08/07/2025 03:25 pm to
04:10 pm

  • New Self Assessment Tool
  • National Support Desk
  • CMAssist
  • Judicial Voice Recorder (JVR)
  • CHAP
time icon08/06/2025 04:15 pm to
05:00 pm

  • New Self Assessment Tool
  • National Support Desk
  • CMAssist
  • Judicial Voice Recorder (JVR)
  • CHAP
time icon

Day 3 - Thursday/Half Day/Travel Day - August 7, 2025

time icon08/07/2025 07:30 am to
09:00 am

Light Refreshments

time icon08/07/2025 09:00 am to
09:15 am

WELCOME (Jason Edwards)

time icon08/07/2025 09:25 am to
10:10 am

  • New Self Assessment Tool
  • National Support Desk
  • CMAssist
  • Judicial Voice Recorder (JVR)
  • CHAP
time icon08/07/2025 10:10 am to
10:20 am

BREAK

time icon08/07/2025 10:20 am to
11:05 am

  • New Self Assessment Tool
  • National Support Desk
  • CMAssist
  • Judicial Voice Recorder (JVR)
  • CHAP
time icon08/07/2025 11:05 am to
11:15 am

BREAK

time icon08/07/2025 11:15 am to
12:00 pm

  • New Self Assessment Tool
  • National Support Desk
  • CMAssist
  • Judicial Voice Recorder (JVR)
  • CHAP
time icon08/04/2025 03:00 pm to
06:00 pm

Registration

Please join us to grab your Forum tag and chat with the the planners.

speaker headshot Christina Martin

speaker headshot Thomas Gay

speaker headshot Jason Spencer

speaker headshot Joshua Matos

speaker headshot Laura Buchanan

speaker headshot Pamela Beverly

speaker headshot Clarise Cannings

speaker headshot Iechia Weems

speaker headshot Alexis Christian

speaker headshot Lucien Adam

speaker headshot Mary Corbin

time icon08/04/2025 05:00 pm to
07:00 pm

Welcome Reception

Kick off the forum with us at the Welcome Reception! Enjoy great company, light refreshments, and engaging conversations with fellow attendees.

Note: Light refreshments will be provided. A no-host bar will be offered for those who wish to purchase beverages.

time icon08/05/2025 11:25 am to
12:10 pm

Equip, Empower, Elevate: Mastering Training Techniques

Join us for an interactive presentation designed to empower you with the latest tools and methods for effective training. This session will explore innovative techniques to engage learners, utilize technology, and create memorable training experiences. Attendees will gain practical insights into developing tailored training programs and will leave with actionable strategies to enhance their training toolkit. Let's transform the way we educate and inspire!

speaker headshot Estella Chavarin

time icon08/05/2025 09:00 am to
09:30 am

Welcome to Orlando

Chief Bankruptcy Judge Caryl E. Delano for the Middle District of Florida will open the Operational Practices Forum. 

speaker headshot Hon. Caryl E. Delano

time icon08/05/2025 09:30 am to
09:55 am

Welcome to the Operational Practices Forum

Lee Ann Bennett, Deputy Director; Libby Smith, Associate Director for the Department of Program Services; and Jason Edwards, Chief of the Court Services Office will provide opening remarks. 

speaker headshot Lee Ann Bennett

speaker headshot Libby Smith

speaker headshot Jason Edwards

time icon08/05/2025 10:10 am to
11:10 am

A Celebration of Home-Grown Innovation

speaker headshot Nora Tyer-Witek

time icon08/05/2025 11:25 am to
12:10 pm

Do's and Don'ts of Talking to the Media

speaker headshot Charles Hall

time icon08/05/2025 11:25 am to
12:10 pm

AI Usage in the 5th Circuit Court of Appeals

speaker headshot Kenneth Russo

time icon08/05/2025 11:25 am to
12:10 pm

Best Practices & Finding, Understanding, and Using Caseload Data

The session will discuss best practices, challenges, and training material that help ensure accurate and informative reporting.

speaker headshot Danita Chiles, Esq.

speaker headshot Lindsay Dugan

speaker headshot Bhavna Samant

time icon08/05/2025 11:25 am to
12:10 pm

How the Central Violations Bureau Supports District Courts

Curious about the role of the Central Violations Bureau (CVB)? This session offers a comprehensive look into how the CVB processes federal violation notices and supports U.S. District Courts across the country. Attendees will gain insights into the CVB’s workflow, learn how we facilitate judicial efficiency, and explore the tools and resources available on our official website. The presentation concludes with a guided Q&A and open discussion, encouraging participants to engage, ask questions, and share their perspectives.

speaker headshot Monte Tingle

time icon08/05/2025 11:25 am to
12:10 pm

Bankruptcy Rules and the Bankruptcy Administration Improvement Act (BAIA)

speaker headshot Tiffany Franc

speaker headshot Jason Spencer

time icon08/05/2025 11:25 am to
12:10 pm

Mastering Conflict Resolution

When a dispute occurs, one of the necessary steps for resolving it is to gain an accurate understanding regarding what problems caused it. This training will identify the internal barriers to gaining this understanding, explain how to overcome these barriers, and demonstrate the process for talking about the dispute with the other people involved with the goal of gaining the information necessary to resolve it. 

speaker headshot John Minter

speaker headshot Catherine Geyer

speaker headshot Scott Coburn

time icon08/05/2025 11:25 am to
12:10 pm

Jeopardy! Court Operations and Legal Q&A

speaker headshot Laura Buchanan

speaker headshot Mary Corbin

speaker headshot Rich Franzen

speaker headshot Elizabeth Abdelmasieh

time icon08/05/2025 11:25 am to
12:10 pm

Master Your Day , Before It Masters You

speaker headshot LaToya Vaughn

time icon08/05/2025 11:25 am to
12:10 pm

Staff Sharing Arrangements and Shared Services

speaker headshot Gary McCaffrey

speaker headshot David Levine

time icon08/05/2025 11:25 am to
12:10 pm

Leveraging SharePoint for your Court's Intranet Roundtable Discussion

speaker headshot Julie Auletta

time icon08/05/2025 11:25 am to
12:10 pm

Emergency Management or OEP and COOP Roundtable / Panel Discussion

speaker headshot Che Clay

speaker headshot Wayne Wylie

speaker headshot Ada I Garcia Rivera

speaker headshot Thomas Plunkett

time icon08/05/2025 11:25 am to
12:10 pm

Civics Education Presentation

Explore how courts are engaging communities through civic education. Learn about innovative programs, outreach strategies, and the role of courts in fostering public understanding of the judiciary. This presentation will also demonstrate the ways in which federal court libraries’ historical materials, coupled with librarian expertise, can enhance public engagement.

speaker headshot Adriana Mark

time icon08/05/2025 11:25 am to
12:10 pm

Bankruptcy Administrator Staff Roundtable

speaker headshot Danielle Greco

speaker headshot Brian Behr

time icon08/05/2025 11:25 am to
12:10 pm

Bankruptcy Court Visiting Judge Best Practices Roundtable Discussion

speaker headshot Johanne Remy

time icon08/05/2025 11:25 am to
12:10 pm

Magistrate Judge Courtroom Deputy Peer-to-Peer Session

speaker headshot Nicole Eallonardo

speaker headshot Elizabeth Render

time icon08/05/2025 11:25 am to
12:10 pm

District Court Visiting Judge Best Practices Roundtable

speaker headshot Samantha Miller

time icon08/05/2025 12:10 pm to
01:50 pm

Lunch

time icon08/05/2025 01:50 pm to
02:35 pm

Improving Front Counter Operations Roundtable

speaker headshot Johanne Remy

time icon08/05/2025 01:50 pm to
02:35 pm

Court Unit Staffing Allocation Overview

speaker headshot Jason Spencer

speaker headshot Rich Franzen

time icon08/05/2025 01:50 pm to
02:35 pm

Records and Information Management Pulse Check

speaker headshot Theodore Hancock

speaker headshot Kelly McCall R

time icon08/05/2025 01:50 pm to
02:35 pm

Designing a Process Improvement Program: Learning from the Federal Judiciary’s Court Process Improvement Model

speaker headshot Patrick Chesnut

time icon08/05/2025 01:50 pm to
02:35 pm

Leading from Where You Are: Empowering Leadership Beyond Titles Presentation

Leadership is not limited to those with official positions or titles. You can lead and influence both people and processes as a Case Administrator, Courtroom Deputy, or in any capacity or role in Court Operations. This course explores what it means to lead effectively from your current position, emphasizing the traits of successful leaders regardless of their authority. Participants will discover how influence can go beyond traditional power dynamics and will learn strategies to inspire and motivate others across departments with shared common goals. Additionally, the course will highlight the importance of emotional intelligence in leadership, including self-awareness, empathy, and relationship management, to foster a collaborative environment. Effective communication will also be a key focus, illustrating how meaningful interactions enable you to guide others. Join us to unlock your potential as a leader and enhance your impact in your everyday contributions.

speaker headshot Estella Chavarin

time icon08/05/2025 01:50 pm to
02:35 pm

An Overview of Power Automate: Enhancing Your Court's Operations

With its automation capabilities, Power Automate helps you streamline your business processes and automate repetitive tasks. Its intuitive interface and many connectors allow you to create workflows with little to no knowledge of coding. Join this session to get a high level understanding of how Power Automate works and what it can do for your court.

speaker headshot Julie Auletta

time icon08/05/2025 01:50 pm to
02:35 pm

Breaking Down Silos in Court Units

speaker headshot Diana Welham

speaker headshot Robert Rebeck

time icon08/05/2025 01:50 pm to
02:35 pm

Negotiation for Judiciary Employees

This training – combining principled negotiation, theory, guided practice, and relevant federal court scenarios – equips colleagues to address disputes with a framework of curiosity, empathy, and structure. The training ties theory to real-life situations, so participants walk away with a concrete process for resolving workplace disputes and turning disagreements into constructive dialogue.

speaker headshot John Minter

speaker headshot Catherine Geyer

speaker headshot Scott Coburn

time icon08/05/2025 01:50 pm to
02:35 pm

Bankruptcy Petition Preparers Under the Microscope: Ethics, Conduct & Court Relations

Join fellow bankruptcy court operations staff and management in a roundtable discussion to share your positive and negative experiences when dealing with bankruptcy petition preparers (BPPs) and shed light on BPP best practices that have worked well for your court

speaker headshot Traci Abrams

time icon08/05/2025 01:50 pm to
02:35 pm

Occupant Emergency Plan (OEP) - Planning and Exercise Support

speaker headshot Wayne Wylie

time icon08/05/2025 01:50 pm to
02:35 pm

Effective Change Management as a New Leader

Lessons Learned and Best Practices when Implementing Change as a New Leader, or as a Leader in a New Role.

speaker headshot Randall Lohan

time icon08/05/2025 01:50 pm to
02:35 pm

Know your Acronyms

speaker headshot Laura Buchanan

time icon08/05/2025 01:50 pm to
02:35 pm

Bankruptcy Administrator Chapter 11 Issues

speaker headshot Shelley Abel

speaker headshot Britt Griggs

speaker headshot Brian Champion

time icon08/05/2025 01:50 pm to
02:35 pm

Maintaining Separation of Duties in a Small Office

speaker headshot Michelle Spidell

speaker headshot Chris Junjulas

time icon08/05/2025 01:50 pm to
02:35 pm

Creating an All-Purpose Media Plan

speaker headshot Charles Hall

time icon08/05/2025 01:50 pm to
02:35 pm

Bankruptcy Administrator IT Staff Roundtable

speaker headshot Cain Payton

speaker headshot Brent Smothers

time icon08/05/2025 02:45 pm to
03:30 pm

Artificial Intelligence: Potential Impact on Court Operations

Today, artificial intelligence (AI) and data analytics are driving everyday interactions with legal research services like Westlaw, Lexis Advance, and Bloomberg Law, and the prevalence of AI and data analytics in our legal research products is growing. These products promise faster and more efficient research, more relevant results, and the ability identify trends in large, complex datasets in a matter of seconds! They also claim to provide “predictive” information, especially as it relates to the federal courts—insights into the behavior, rulings, patterns, and outcomes associated with specific judges, courts, attorneys, law firms, expert witnesses, and even case types. This session will explore current developments in AI and data analytics, as they relate to products used by judiciary researchers, while also considering potential implications of these technologies.

speaker headshot Adriana Mark

speaker headshot Mitchell Witkov

time icon08/05/2025 02:45 pm to
03:30 pm

Data Migration in CMM - What the Courts Should Expect

speaker headshot Nancy Lealaisalanoa

time icon08/05/2025 02:45 pm to
03:30 pm

Bankruptcy Court Statistics: What They Are and Why They Matter

speaker headshot Arevik Chukhuryan

time icon08/05/2025 02:45 pm to
03:30 pm

District Court Statistics: What They Are and Why They Matter Peer-to-Peer Session

This session will discuss district court caseload data, how the data is used and how courts can use NewStats to review their court’s caseload statistics. 

speaker headshot Danita Chiles, Esq.

speaker headshot Kathy Cavazos

time icon08/05/2025 02:45 pm to
03:30 pm

Bankruptcy Court Staffing Allocations

speaker headshot Rich Franzen

time icon08/05/2025 02:45 pm to
03:30 pm

Unclaimed Funds Roundtable

speaker headshot Stephen Grant

speaker headshot Danielle Greco

speaker headshot James Sandino

time icon08/05/2025 02:45 pm to
03:30 pm

Highlights and discussions from the June 11, 2025, Judiciary Data Center Exercise

speaker headshot Jason Spencer

speaker headshot Wayne Wylie

time icon08/05/2025 02:45 pm to
03:30 pm

Getting to Know the National Service Desk (NSD)

Ever wonder what the National Service Desk actually does?  This session gives a quick, practical overview of who we are, how we support courts across the country, and what you can expect when working with us.  We’ll cover our mission, services, and tips for getting the most out of NSD support.  Bring your questions—Q&A at the end!

speaker headshot Shannon Thuemmel Proctor

speaker headshot Davin Dukes

time icon08/05/2025 02:45 pm to
03:30 pm

Court Communications in a Digital World Roundtable Discussion

speaker headshot Nora Tyer-Witek

speaker headshot Thomas Plunkett

time icon08/05/2025 02:45 pm to
03:30 pm

Master Your Day, Before It Masters You


speaker headshot LaToya Vaughn

time icon08/05/2025 02:45 pm to
03:30 pm

“Crafting the Next Generation of Success” Roundtable Discussion

Join us for an engaging peer discussion where we'll dive into the key elements of succession planning within our respective courts. We'll explore the essential qualities that define effective leaders and discuss strategies for identifying and nurturing talent among our current team members. Our conversation will also focus on enhancing mentorship programs and fostering cross-department collaboration to create a holistic approach to leadership and organizational development. Together, let’s share successful experiences to pave the way for a thriving future!

speaker headshot Estella Chavarin

time icon08/05/2025 02:45 pm to
03:30 pm

Overview of Bankruptcy Appellate Panels


speaker headshot Susan Spraul

speaker headshot Laura Buchanan

time icon08/05/2025 02:45 pm to
03:30 pm

Best Practices for Civil Case Management Roundtable

A discussion on how to effectively manage civil cases and ways to promote Chambers efficiency to make your Chambers the best that it can be!

speaker headshot Diana Welham

time icon08/05/2025 02:45 pm to
03:30 pm

District Court Managers Peer to Peer


speaker headshot Mary Corbin

time icon08/05/2025 02:45 pm to
03:30 pm

Change Management in the Courts

speaker headshot Randall Lohan

time icon08/05/2025 02:45 pm to
03:30 pm

Bankruptcy Administrator Chapter 7: TFR Review Round Table


speaker headshot Anne Whitley

speaker headshot Rhonda Case

speaker headshot Lesley Dean

time icon08/05/2025 03:30 pm to
03:50 pm

Break


time icon08/05/2025 03:50 pm to
04:35 pm

Data Standards in Case Management Modernization (CMM)

speaker headshot Erin Short

speaker headshot Ken Gardner

time icon08/05/2025 03:50 pm to
04:35 pm

District Court Statistics: What They Are and Why They Matter Peer-to-Peer Session

speaker headshot Danita Chiles, Esq.

speaker headshot Kathy Cavazos

time icon08/05/2025 03:50 pm to
04:35 pm

Bankruptcy Stats Peer to Peer (BK)

speaker headshot Joe Markley

speaker headshot Bhavna Samant

time icon08/05/2025 03:50 pm to
04:35 pm

How AI and Data Analytics are Revolutionizing Legal Research—and What it Means for the Federal Judiciary

speaker headshot Mitchell Witkov

speaker headshot Adriana Mark

time icon08/05/2025 03:50 pm to
04:35 pm

Media Relations for High Profile Cases

speaker headshot Charles Hall

time icon08/05/2025 03:50 pm to
04:35 pm

Unclaimed Funds Fraud Detection

speaker headshot James Sandino

speaker headshot Brian Behr

time icon08/05/2025 03:50 pm to
04:35 pm

Bridging Worlds: Case Management in the Hybrid Age (In-Person and Remote Staff)

The COVID era resulted in telework mastery and a substantial shift in many courts toward hybrid work schedules. Come share your best practices and pitfalls to consider when fostering an effective hybrid work environment.

speaker headshot Traci Abrams

time icon08/05/2025 03:50 pm to
04:35 pm

New Web-Based Internal Control Self-Assessment Tool (IC-SAT) is LIVE!

speaker headshot Michelle Spidell

speaker headshot Chris Junjulas

time icon08/05/2025 03:50 pm to
04:35 pm

Navigating Workplace Conflict

speaker headshot John Minter

speaker headshot Catherine Geyer

speaker headshot Scott Coburn

time icon08/05/2025 03:50 pm to
04:35 pm

Effective Change Management as a New Leader

Lessons Learned and Best Practices when Implementing Change as a New Leader, or as a Leader in a New Role.

speaker headshot Randall Lohan

time icon08/05/2025 03:50 pm to
04:35 pm

An Overview of Power Automate: Enhancing Your Court's Operations

With its automation capabilities, Power Automate helps you streamline your business processes and automate repetitive tasks. Its intuitive interface and many connectors allow you to create workflows with little to no knowledge of coding. Join this session to get a high level understanding of how Power Automate works and what it can do for your court.

speaker headshot Julie Auletta

time icon08/05/2025 03:50 pm to
04:35 pm

Educating and Managing Public Filers: Best Practices

speaker headshot Jennifer Spampanato

speaker headshot David Smith

time icon08/05/2025 03:50 pm to
04:35 pm

Court Management Review Program: Improving Court Operations

speaker headshot Laura Buchanan

time icon08/05/2025 03:50 pm to
04:35 pm

Bankruptcy Administrator Ch 7: Best Practices for Locating Assets

speaker headshot JP Cournoyer

speaker headshot Heather Culp

time icon08/05/2025 03:50 pm to
04:35 pm

Visiting Bankruptcy Judge Best Practices Roundtable Discussion

speaker headshot Kathy Deetz

time icon08/05/2025 03:50 pm to
04:35 pm

Bankruptcy Rental Deposit Procedures Roundtable

speaker headshot Tiffany Franc

time icon08/05/2025 03:50 pm to
04:35 pm

District Court Generalist Peer-to-Peer Session

speaker headshot Patrick McGourty

time icon08/05/2025 03:50 pm to
04:35 pm

Bankruptcy Court Pro Se Best Practices Roundtable Discussion

speaker headshot Mary Corbin

time icon08/06/2025 07:30 am to
09:00 am

Light Refreshments

time icon08/06/2025 09:00 am to
09:10 am

Welcome to the Operational Practices Forum Day 2

time icon08/06/2025 09:10 am to
10:10 am

AI and the Clerks Office - Palm Beach County Circuit Court and Comptrollers Office

Amy Boman and Parik Chokshi 

speaker headshot Amy Borman

speaker headshot Parik Chokshi

time icon08/06/2025 10:25 am to
11:10 am

Open Space Discussion - AI Discussion - Chief Deputies

speaker headshot Jane MacCracken

time icon08/06/2025 10:25 am to
11:10 am

Open Space Discussion - AI Discussion - Unit Executives

speaker headshot Gary McCaffrey

time icon08/06/2025 10:25 am to
11:10 am

Open Space Discussion - AI Discussion - Appellate Units

speaker headshot Laura Buchanan

speaker headshot David Smith

speaker headshot Rich Franzen

speaker headshot Mary Corbin

time icon08/06/2025 10:25 am to
11:10 am

Open Space Discussion - AI Discussion - District and National Courts

speaker headshot Kelly McCall R

speaker headshot G. Ian Peng

time icon08/06/2025 10:25 am to
11:10 am

Open Space Discussion - AI Discussion - Bankruptcy Courts

speaker headshot Elizabeth Abdelmasieh

speaker headshot Tiffany Franc

time icon08/06/2025 10:25 am to
11:10 am

Sealed Case Management Roundtable

Join us to discuss sealed case management practices with your peers.

speaker headshot Andrea Baldwin

speaker headshot Viju Balasubramanian

time icon08/06/2025 10:25 am to
11:10 am

Court Reporter Exchange

Join for this "Build Your Own Agenda" session to learn about the Court Reporter Exchange tool. 

speaker headshot Joshua Matos

speaker headshot Brittany Bryant

time icon08/06/2025 10:25 am to
11:10 am

AI Task Force Update

Join us in this "Build Your Own Agenda" session to learn more about the AI Task Force

speaker headshot Lucien Adam

time icon08/06/2025 10:25 am to
11:10 am

CMAssist Demo

Join us in this "Build Your Own Agenda" session to learn about the new CMAssist update.

speaker headshot Aimee Stafford

speaker headshot Scott Bellingham

time icon08/06/2025 10:25 am to
11:10 am

CHAP Demo

Join us in this "Build Your Agenda" Session to learn more about CHAP

speaker headshot Jared Vanderhoff

time icon08/06/2025 10:25 am to
11:10 am

Separation of Duties / Internal Controls Roundtable

speaker headshot Chris Junjulas

speaker headshot Michelle Spidell

speaker headshot Andre Layne

time icon08/06/2025 10:25 am to
11:10 am

Court Interpreting Best Practices

Join us for this "Build your own agenda" session on court interpreting best practices and support from the AO

speaker headshot Leonor Figueroa-Feher

time icon08/06/2025 10:25 am to
11:10 am

Case Management Modernization (CMM) Update

Join us in this "Build Your Own Agenda" session for a brief update on CMM

speaker headshot Emily Cowan

time icon08/06/2025 10:25 am to
11:10 am

Resiliency At Work

Join us in this "Build Your Own Agenda" session to dive deeper into wellness and resiliency at work

speaker headshot Melinda Felix

speaker headshot LaToya Vaughn

time icon08/06/2025 10:25 am to
11:10 am

Records Management and Guidance Roundtable Discussion

Join us in this "Build Your Own Agenda" session

speaker headshot Kelly McCall R

speaker headshot Theodore Hancock

time icon08/06/2025 11:10 am to
11:20 am

BREAK

time icon08/06/2025 11:20 am to
12:05 pm

Utilizing your Circuit's Library Resources

Your circuit library has expert researchers, cutting-edge legal databases, and the tech know-how to support your work—no matter the size or scope. From tackling complex legal questions to planning a court anniversary celebration or launching public education initiatives, your library is a strategic partner in getting it done faster, smarter, and better. Join us for a fast-paced, idea-packed session that will change the way you think about the library.

speaker headshot Adriana Mark

time icon08/06/2025 11:20 am to
12:05 pm

Jury Management: Best Practices

Join us for a high-level overview of jury best practices on topics including the U.S. District Courts’ Monthly Petit Juror Usage Reporting Guide (JS-11), the Employee Assistance Program (EAP), optimizing jury mailing practices, and the future web-based Jury Management System (JMS).

speaker headshot G. Ian Peng

time icon08/06/2025 11:20 am to
12:05 pm

Bankruptcy Administrator Ch 7: Means Testing issues

speaker headshot Hayden Snead

speaker headshot Kristin Gardner

speaker headshot Kylie Beresford

time icon08/06/2025 11:20 am to
12:05 pm

Quality Control: Ensuring Data Integrity in CM/ECF

Join us for a discussion on tools and practices employed by courts using CM/ECF to ensure data quality.  Participants will also have the opportunity to share how they manage quality control in their courts.

speaker headshot James Alvino

time icon08/06/2025 11:20 am to
12:05 pm

Path to Case Management Modernization

speaker headshot Gary McCaffrey

speaker headshot Iechia Weems

speaker headshot Michele Roberts

time icon08/06/2025 11:20 am to
12:05 pm

Highlights and discussions from the June 11, 2025, Judiciary Data Center Tabletop COOP Exercise





speaker headshot Wayne Wylie

speaker headshot Jason Spencer

time icon08/06/2025 11:20 am to
12:05 pm

Using Judicial Voice Recorder with speech-to-text (STT) for electronic sound recording (ESR) in courtrooms and chambers

speaker headshot Daniel Wang

time icon08/06/2025 11:20 am to
12:05 pm

How to Prepare for Tough Budget Years: Perspectives from a CUE Roundtable

Join us in this "Make your own Agenda" Session

speaker headshot Joe Falzone

time icon08/06/2025 11:20 am to
12:05 pm

How to handle questions from judges about the media

speaker headshot Charles Hall

time icon08/06/2025 11:20 am to
12:05 pm

"Data Standards in Case Management Modernization (CMM)



speaker headshot Erin Short

speaker headshot Ken Gardner

time icon08/06/2025 11:20 am to
12:05 pm

Overview of Magistrate Judge Workload Statistics and Resources

This session will provide an overview of what MJSTAR is, why it is important, and what you can do to review your court’s MJSTAR data.

speaker headshot Anaida Vizza

speaker headshot Melissa Biggs

time icon08/06/2025 11:20 am to
12:05 pm

Change Management in Operations: Adapting to Evolving Budget Climates



speaker headshot Patrick McGourty

time icon08/06/2025 11:20 am to
12:05 pm

Using Power Automate for Simple Operational Tasks


With its automation capabilities, Power Automate helps you streamline your business processes and automate repetitive tasks. Join this session to see how you can automate a few simple operational tasks.

speaker headshot Julie Auletta

time icon08/06/2025 11:20 am to
12:05 pm

CMAssist User Group Roundtable



speaker headshot Scott Bellingham

speaker headshot Aimee Stafford

time icon08/06/2025 11:20 am to
12:05 pm

Handle with Care: Dealing with Challenging Filers

Courts share operational and interpersonal strategies to deal with difficult filers. An in-depth discussion on how courts handle daily challenges such as: judge-shopping, excessive filing, and inappropriate conduct towards court staff.

speaker headshot Diana Welham

speaker headshot Samantha Miller

time icon08/06/2025 11:20 am to
12:05 pm

Maximizing Operational Efficiencies During Financial Reductions Roundtable



speaker headshot Ada I Garcia Rivera

time icon08/06/2025 11:20 am to
12:05 pm

Improving Front Counter Operations Roundtable



speaker headshot Johanne Remy

time icon08/06/2025 12:05 pm to
01:35 pm

Lunch

time icon08/06/2025 01:35 pm to
02:20 pm

Supersize Microsoft Forms with SharePoint Online and Power Automate

You can easily create surveys, quizzes, and polls with Microsoft Forms. You can even send a form link to someone outside the judiciary to collect information with an impressive, professional interface. And since it's included in our Office 365 subscription, it's free to you. But there is more to Microsoft Forms - way more. Join this session to learn how you can supersize your Forms with Power Automate and SharePoint.

speaker headshot Julie Auletta

time icon08/06/2025 01:35 pm to
02:20 pm

Optimizing Operations: Managing Ancillary Duties with Limited Staff

speaker headshot Che Clay

speaker headshot Nora Tyer-Witek

time icon08/06/2025 01:35 pm to
02:20 pm

New Web-Based Internal Control Self-Assessment Tool (IC-SAT) is LIVE!

speaker headshot Michelle Spidell

speaker headshot Chris Junjulas

time icon08/06/2025 01:35 pm to
02:20 pm

Supporting Courtroom Operations using Chambers Automation Program (CHAP)

speaker headshot Jared Vanderhoff

speaker headshot Joseph Patterson

time icon08/06/2025 01:35 pm to
02:20 pm

Data Migration in CMM - What the Courts Should Expect

speaker headshot Nancy Lealaisalanoa

time icon08/06/2025 01:35 pm to
02:20 pm

Continuity of Operations (COOP) - Planning and exercise support


speaker headshot Wayne Wylie

time icon08/06/2025 01:35 pm to
02:20 pm

Handling Media Inquiries Roundtable Discussion

speaker headshot Charles Hall

time icon08/06/2025 01:35 pm to
02:20 pm

Delegating Bankruptcy Claims Processing to Agent Firms

speaker headshot Stephen Grant

speaker headshot Sara Hughes

time icon08/06/2025 01:35 pm to
02:20 pm

Court Unit Staffing Allocation Overview


speaker headshot Jason Spencer

speaker headshot Rich Franzen

time icon08/06/2025 01:35 pm to
02:20 pm

Negotiation for Judiciary Employees

speaker headshot John Minter

speaker headshot Catherine Geyer

speaker headshot Scott Coburn

time icon08/06/2025 01:35 pm to
02:20 pm

Maximizing Impact: Achieving More with Less! Roundtable Discussion

Join the discussion among peers where you can share experiences and strategies related to achieving more with less. We’ll explore various topics including resource allocation, prioritization techniques, creativity and innovation, mindset and attitudes, continuous improvement, and communication approaches. Let’s come together to inspire one another and exchange valuable ideas!

speaker headshot Estella Chavarin

time icon08/06/2025 01:35 pm to
02:20 pm

Keys to Project Planning

This presentation explores essential principles and best practices for effective project management within the federal judiciary system. It highlights and provides common sense tips to handle some of the unique challenges faced by judicial projects, including diverse stakeholder interests, rigid court schedules, complex stakeholder environments and budget cycles and funding constrains. Attendees will gain practical insights to enhance project delivery, improve collaboration, and ensure alignment with judicial mission and goals.

speaker headshot Robert Rebeck

time icon08/06/2025 01:35 pm to
02:20 pm

A New Take on Intake, Part 1: Re-energizing Customer Service

speaker headshot Nicole Eallonardo

speaker headshot Elizabeth Render

time icon08/06/2025 01:35 pm to
02:20 pm

Bankruptcy Administrator Chapter 13: Issues


speaker headshot Sarah Bruce

speaker headshot Kirstin Gardner

time icon08/06/2025 01:35 pm to
02:20 pm

Bankruptcy Court Managers Peer to Peer


speaker headshot Mary Corbin

time icon08/06/2025 01:35 pm to
02:20 pm

Quality Control: Best Practices Roundtable Discussion


speaker headshot James Alvino

time icon08/06/2025 01:35 pm to
02:20 pm

What to Expect During an Upgrade Weekend

Getting ready for the CM/ECF 1.9 upgrade?  This session walks you through what to expect before, during, and after upgrade weekend.  We’ll cover key tasks, preparation, timelines, and tips to help things go smoothly.  Bring your questions—Q&A at the end!

speaker headshot Shannon Thuemmel Proctor

time icon08/06/2025 01:35 pm to
02:20 pm

Appellate Clerks Office Peer-to-Peer Session


speaker headshot Jennifer Spampanato

speaker headshot David Smith

time icon08/06/2025 02:30 pm to
03:15 pm

Utilizing your Circuits Library Resources

speaker headshot Adriana Mark

time icon08/06/2025 02:30 pm to
03:15 pm

Quality Control: Ensuring Data Integrity in CM/ECF

speaker headshot James Alvino

time icon08/06/2025 02:30 pm to
03:15 pm

New CMAssist Preview

speaker headshot Scott Bellingham

speaker headshot Aimee Stafford

time icon08/06/2025 02:30 pm to
03:15 pm

Judiciary Emergency Response Team (JERT) role in supporting Courts during a crisis

speaker headshot Wayne Wylie

time icon08/06/2025 02:30 pm to
03:15 pm

Supporting Courtroom Operations using Chambers Automation Program (CHAP)

speaker headshot Jared Vanderhoff

speaker headshot Joseph Patterson

time icon08/06/2025 02:30 pm to
03:15 pm

Utilizing Technology to Enhance Court Operations

Join us for an in-depth exploration of how cutting-edge technology is transforming federal court operations and enhancing access to justice. This session will examine the current state of court technology, from the remarkable success of electronic filing systems, which process 95% of federal court filings, to the revolutionary impact of remote proceedings, which have conducted 2.8 million hearings since 2020. Participants will discover proven innovations, including artificial intelligence initiatives, cloud technology transformations, and specialized court applications like CHAPWeb for bankruptcy courts and the Judicial Voice Recorder (JVR) system. 

 

Looking toward the future, this session will envision emerging opportunities in virtual and augmented reality applications, advanced analytics and machine learning, and the integration of the Internet of Things in court operations. The session emphasizes overcoming common challenges through proven solutions, including phased migration strategies, comprehensive training programs, and multi-layered cybersecurity approaches that ensure compliance with federal standards. Whether you're exploring shared services, developing inter-circuit relationships, or planning the progression toward paperless technologies, this session provides the framework and insights needed to leverage technology for enhanced court operations successfully.

speaker headshot Stephen Grant

speaker headshot Robert Rebeck

time icon08/06/2025 02:30 pm to
03:15 pm

Bridging Worlds: Case Management in the Hybrid Age

The COVID era resulted in telework mastery and a substantial shift in many courts toward hybrid work schedules. Come share your best practices and pitfalls to consider when fostering an effective hybrid work environment.

speaker headshot Traci Abrams

time icon08/06/2025 02:30 pm to
03:15 pm

Starting a Committee Within Your Agency

speaker headshot Melinda Felix

speaker headshot LaToya Vaughn

time icon08/06/2025 02:30 pm to
03:15 pm

Mastering Conflict Resolution

speaker headshot John Minter

speaker headshot Catherine Geyer

speaker headshot Scott Coburn

time icon08/06/2025 02:30 pm to
03:15 pm

Jury Management: Best Practices

Join us for a high-level overview of jury best practices on topics including the U.S. District Courts’ Monthly Petit Juror Usage Reporting Guide (JS-11), the Employee Assistance Program (EAP), optimizing jury mailing practices, and the future web-based Jury Management System (JMS).

speaker headshot G. Ian Peng

time icon08/06/2025 02:30 pm to
03:15 pm

Creating Effective Court Operations Manuals

speaker headshot Sara Hughes

speaker headshot Mary Corbin

time icon08/06/2025 02:30 pm to
03:15 pm

A New Take on Intake, Part 2: Expanding Customer Service with AI


speaker headshot Nicole Eallonardo

speaker headshot Elizabeth Render

time icon08/06/2025 02:30 pm to
03:15 pm

Empowering SRLs through eSR

speaker headshot Iechia Weems

time icon08/06/2025 02:30 pm to
03:15 pm

Chapter 11 Case Management in BAIMS+

speaker headshot Gari Gonzalez

speaker headshot Kevin Guinn

speaker headshot Jillian Handrahan

time icon08/06/2025 02:30 pm to
03:15 pm

Records Management and Guidance Roundtable Discussion


speaker headshot Kelly McCall R

time icon08/06/2025 02:30 pm to
03:15 pm

Bankruptcy Administrator Credit Counseling & PFM Instructions Working Session


speaker headshot Laura Hethcox

speaker headshot Sarah Scholz

time icon08/06/2025 02:30 pm to
03:15 pm

Appellate Units Managers Peer to Peer


speaker headshot Theodore Hancock

speaker headshot Laura Buchanan

speaker headshot Susan Spraul

time icon08/06/2025 03:15 pm to
03:25 pm

BREAK

time icon08/06/2025 03:25 pm to
04:10 pm

Bankruptcy Rules and the Bankruptcy Administration Improvement Act (BAIA)

speaker headshot Jason Spencer

speaker headshot Tiffany Franc

time icon08/06/2025 03:25 pm to
04:10 pm

Jury Management: Converting to a One-Step Court

This session will provide insight on converting jury operations from a two-step to a one-step process and the benefits of this conversion.

speaker headshot G. Ian Peng

time icon08/06/2025 03:25 pm to
04:10 pm

Breaking Down Silos in Court Units



speaker headshot Diana Welham

speaker headshot Robert Rebeck

time icon08/06/2025 03:25 pm to
04:10 pm

AI as Your Productivity Partner: Getting Better Results from AI Tools

Although AI chatbots can save you time and help you do things that you’ve never done before, many people struggle to get good results. This interactive presentation shows you what context and details make the difference between frustrating, generic responses and genuinely useful results. Through live demos, before-and-after prompt examples, and a prompting framework, you’ll discover practical techniques that immediately improve both the quality of AI responses and your productivity.

speaker headshot Zachary Hawari

time icon08/06/2025 03:25 pm to
04:10 pm

Designing a Process Improvement Program: Learning from the Federal Judiciary’s Court Process Improvement Model

speaker headshot Patrick Chesnut

time icon08/06/2025 03:25 pm to
04:10 pm

Unclaimed Funds Roundtable

speaker headshot Stephen Grant

speaker headshot Danielle Greco

speaker headshot James Sandino

time icon08/06/2025 03:25 pm to
04:10 pm

Using Judicial Voice Recorder with speech-to-text (STT) for electronic sound recording (ESR) in courtrooms and chambers

speaker headshot Daniel Wang

time icon08/06/2025 03:25 pm to
04:10 pm

Creating an All-Purpose Media Plan



speaker headshot Charles Hall

time icon08/06/2025 03:25 pm to
04:10 pm

Getting to Know the National Service Desk (NSD)

Ever wonder what the National Service Desk actually does?  This session gives a quick, practical overview of who we are, how we support courts across the country, and what you can expect when working with us.  We’ll cover our mission, services, and tips for getting the most out of NSD support.  Bring your questions—Q&A at the end!


speaker headshot Shannon Thuemmel Proctor

speaker headshot Davin Dukes

time icon08/06/2025 03:25 pm to
04:10 pm

Records and Information Management Pulse Check

speaker headshot Kelly McCall R

speaker headshot Theodore Hancock

time icon08/06/2025 03:25 pm to
04:10 pm

Starting a Committee Within Your Agency


speaker headshot Melinda Felix

speaker headshot LaToya Vaughn

time icon08/06/2025 03:25 pm to
04:10 pm

Appellate Stats, What are they and why do they matter/Peer to Peer

speaker headshot Lindsay Dugan

speaker headshot David Smith

time icon08/06/2025 03:25 pm to
04:10 pm

District Court Stats, What are they and why do they matter/Peer to Peer

This session will discuss district court caseload data, how the data is used and how courts can use NewStats to review their court’s caseload statistics. If time permits, this session will also discuss frequently asked caseload reporting questions. 

speaker headshot Danita Chiles, Esq.

time icon08/06/2025 03:25 pm to
04:10 pm

Bankruptcy Stats, What are they and why do they matter


speaker headshot Arevik Chukhuryan

time icon08/06/2025 03:25 pm to
04:10 pm

Bankruptcy Administrator Civil & Criminal Enforcement


speaker headshot Brian Behr

speaker headshot Sarah Bruce

time icon08/06/2025 03:25 pm to
04:10 pm

Quality Control: Best Practices Roundtable Discussion


speaker headshot James Alvino

time icon08/06/2025 03:25 pm to
04:10 pm

District Court Pro Se Best Practices Roundtable Discussion

speaker headshot Rich Franzen

speaker headshot Giuseppe Ippolito

time icon08/06/2025 04:15 pm to
05:00 pm

District Court Staffing Allocations

speaker headshot Jason Spencer

speaker headshot Rich Franzen

time icon08/06/2025 04:15 pm to
05:00 pm

Common CM/ECF Issues & Workarounds for Operational Staff

This session highlights frequent CM/ECF issues encountered by court staff and offers practical workarounds to resolve them quickly.  Our goal is to help reduce downtime, improve response times, and boost confidence when supporting end users.  We’ll wrap up with a Q&A to address specific scenarios and share additional tips.


speaker headshot Shannon Thuemmel Proctor

speaker headshot Davin Dukes

time icon08/06/2025 04:15 pm to
05:00 pm

Review of Pro Se and Death Penalty Law Clerk Programs

speaker headshot Giuseppe Ippolito

time icon08/06/2025 04:15 pm to
05:00 pm

Unlock Your Court's Data with Microsoft 365

speaker headshot Jennifer West

time icon08/06/2025 04:15 pm to
05:00 pm

Path to Case Management Modernization

speaker headshot Iechia Weems

speaker headshot Gary McCaffrey

speaker headshot Michele Roberts

time icon08/06/2025 04:15 pm to
05:00 pm

New in 2025: Contracting Court Interpreters - A Comprehensive Guide

This session will provide a comprehensive review of the basics for contracting court interpreters related to the recent updates to the contract and the Instructions for Locating and Procuring Contract Court Interpreters. The presenters will prompt discussion based on scenarios designed to help attendees better understand how to apply contractual terms, and how to manage their internal staff’s duties to ensure interpreter contracts are executed timely and by authorized staffs, to avoid unauthorized commitments. The goal for this session is to encourage courts to create, review, and/or improve court interpreter contracting policy and their internal interpreter coordinating procedures to ensure contracting practices are current and compliant.

speaker headshot Lucien Adam

speaker headshot Leonor Figueroa-Feher

time icon08/06/2025 04:15 pm to
05:00 pm

Overview of the Shared Remote Court Reporting Program


speaker headshot Joshua Matos

time icon08/06/2025 04:15 pm to
05:00 pm

Leveraging SharePoint for your Court's Intranet Roundtable Discussion


speaker headshot Julie Auletta

time icon08/06/2025 04:15 pm to
05:00 pm

Attorney E-Filing: Addressing Problematic Practices


speaker headshot Che Clay

speaker headshot Sarah Koster

time icon08/06/2025 04:15 pm to
05:00 pm

Change Management in Operations: Adapting to Evolving Budget Climates


speaker headshot Patrick McGourty

time icon08/06/2025 04:15 pm to
05:00 pm

Maintaining Separation of Duties in a Small Office

speaker headshot Michelle Spidell

speaker headshot Chris Junjulas

time icon08/06/2025 04:15 pm to
05:00 pm

Bankruptcy Stats Peer to Peer (BK)


speaker headshot Joe Markley

speaker headshot Bhavna Samant

time icon08/06/2025 04:15 pm to
05:00 pm

Chapter 7 Means Test/Presumption of Abuse Tracking in BAIMS+


speaker headshot Gari Gonzalez

speaker headshot Kevin Guinn

speaker headshot Jillian Handrahan

time icon08/06/2025 04:15 pm to
05:00 pm

CMAssist User Group Roundtable


speaker headshot Scott Bellingham

speaker headshot Aimee Stafford

time icon08/06/2025 04:15 pm to
05:00 pm

Jury Operations Peer-to-Peer Session

This session will provide participants with the opportunity to engage in open discussion of various jury topics.

speaker headshot G. Ian Peng

time icon08/07/2025 07:30 am to
09:00 am

Light Refreshments

time icon08/07/2025 07:30 am to
06:00 pm

Luggage Storage Area

time icon08/07/2025 09:00 am to
09:15 am

Welcome to the Operational Practices Forum Day 3

speaker headshot Jason Edwards

time icon08/07/2025 09:25 am to
10:10 am

A New Take on Intake, Part 1: Re-energizing Customer Service

speaker headshot Nicole Eallonardo

speaker headshot Elizabeth Render

time icon08/07/2025 09:25 am to
10:10 am

Overview of Supplemental Law Clerk Programs

speaker headshot Gary Streeting

speaker headshot Giuseppe Ippolito

time icon08/07/2025 09:25 am to
10:10 am

Unlock Your Court's Data with Microsoft 365

speaker headshot Jennifer West

time icon08/07/2025 09:25 am to
10:10 am

Utilizing Technology to Enhance Court Operations

speaker headshot Stephen Grant

speaker headshot Robert Rebeck

time icon08/07/2025 09:25 am to
10:10 am

Artificial Intelligence: Potential Impact on Court Operations

speaker headshot Mitchell Witkov

speaker headshot Adriana Mark

time icon08/07/2025 09:25 am to
10:10 am

Leading from Where You Are: Empowering Leadership Beyond Titles Presentation

Leadership is not limited to those with official positions or titles. You can lead and influence both people and processes as a Case Administrator, Courtroom Deputy, or in any capacity or role in Court Operations. This course explores what it means to lead effectively from your current position, emphasizing the traits of successful leaders regardless of their authority. Participants will discover how influence can go beyond traditional power dynamics and will learn strategies to inspire and motivate others across departments with shared common goals. Additionally, the course will highlight the importance of emotional intelligence in leadership, including self-awareness, empathy, and relationship management, to foster a collaborative environment. Effective communication will also be a key focus, illustrating how meaningful interactions enable you to guide others. Join us to unlock your potential as a leader and enhance your impact in your everyday contributions.


speaker headshot Estella Chavarin

time icon08/07/2025 09:25 am to
10:10 am

Executive Insights: Navigating Operational Challenges Together

Join your fellow CUEs in a roundtable discussion about operations management, caseload fluctuations, staffing, and making the best use of onboard staff and technology during tight budget years.

speaker headshot Traci Abrams

time icon08/07/2025 09:25 am to
10:10 am

AI Usage in the 5th Circuit Court of Appeals


speaker headshot Kenneth Russo

time icon08/07/2025 09:25 am to
10:10 am

Overview: Court Services Office - Operations Branch


speaker headshot Mary Corbin

speaker headshot Rich Franzen

speaker headshot Laura Buchanan

time icon08/07/2025 09:25 am to
10:10 am

Case Administrators Peer-to-Peer Session


speaker headshot Johanne Remy

time icon08/07/2025 09:25 am to
10:10 am

Overview of the Shared Remote Court Reporting Program


speaker headshot Joshua Matos

time icon08/07/2025 09:25 am to
10:10 am

Best Practices & Finding, Understanding, and Using Caseload Data

The session will discuss best practices, challenges, and training material that help ensure accurate and informative reporting.

speaker headshot Lindsay Dugan

speaker headshot Bhavna Samant

speaker headshot Danita Chiles, Esq.

time icon08/07/2025 09:25 am to
10:10 am

Bankruptcy Administrator Discovery & Appeals

speaker headshot Brian Behr

speaker headshot Shelley Abel

speaker headshot Heather Culp

time icon08/07/2025 09:25 am to
10:10 am

Court Interpreting Peer-to-Peer Session

This session will provide a forum for courts to discuss any court interpreter-related issues of their interest.  The goal is to acquire insight and new ideas from peers, and to clarify administrative policy and best practices. The Facilitator will be ready to suggest additional topics for discussion, so the conversation is guaranteed!

speaker headshot Leonor Figueroa-Feher

speaker headshot Lucien Adam

time icon08/07/2025 09:25 am to
10:10 am

Records Management and Guidance Roundtable Discussion


speaker headshot Kelly McCall R

time icon08/07/2025 09:25 am to
10:10 am

Highlights and discussions from the June 11, 2025, Judiciary Data Center Tabletop COOP Exercise

speaker headshot Wayne Wylie

time icon08/07/2025 10:10 am to
10:20 am

Break


time icon08/07/2025 10:20 am to
11:05 am

Jury Operations Peer-to-Peer Session

speaker headshot G. Ian Peng

time icon08/07/2025 10:20 am to
11:05 am

Unclaimed Funds Fraud Detection

speaker headshot James Sandino

speaker headshot Brian Behr

time icon08/07/2025 10:20 am to
11:05 am

A New Take on Intake, Part 2: Expanding Customer Service with AI

speaker headshot Nicole Eallonardo

speaker headshot Elizabeth Render

time icon08/07/2025 10:20 am to
11:05 am

Best Practices for Management of Prisoner Pro Se Litigation

The goal of this session is to review common operational issues that arise in prisoner litigation and to exchange ideas about how to manage those issues.

speaker headshot Kelly Gay

speaker headshot Hon. Amanda Sansone

speaker headshot Giuseppe Ippolito

time icon08/07/2025 10:20 am to
11:05 am

New CMAssist Preview

speaker headshot Aimee Stafford

speaker headshot Scott Bellingham

time icon08/07/2025 10:20 am to
11:05 am

Mastering Conflict Resolution

speaker headshot John Minter

speaker headshot Catherine Geyer

speaker headshot Scott Coburn

time icon08/07/2025 10:20 am to
11:05 am

Stronger Together: Elevating Collaboration with Microsoft Teams

This session describes how Microsoft Teams is being used to create and foster a community of operations practice that has organically revolutionized the sharing of knowledge and best practices. Strategies for developing similar operations Teams for all court unit types will be shared.

speaker headshot Traci Abrams

time icon08/07/2025 10:20 am to
11:05 am

Work, Life, Harmony

speaker headshot Melinda Felix

time icon08/07/2025 10:20 am to
11:05 am

Appellate Units Staffing Allocations


speaker headshot Rich Franzen

time icon08/07/2025 10:20 am to
11:05 am

New in 2025: Contracting Court Interpreters - A Comprehensive Guide

This session will provide a comprehensive review of the basics for contracting court interpreters related to the recent updates to the contract and the Instructions for Locating and Procuring Contract Court Interpreters. The presenters will prompt discussion based on scenarios designed to help attendees better understand how to apply contractual terms, and how to manage their internal staff’s duties to ensure interpreter contracts are executed timely and by authorized staffs, to avoid unauthorized commitments.  The goal for this session is to encourage courts to create, review, and/or improve court interpreter contracting policy and their internal interpreter coordinating procedures to ensure contracting practices are current and compliant.


speaker headshot Leonor Figueroa-Feher

speaker headshot Lucien Adam

time icon08/07/2025 10:20 am to
11:05 am

Bankruptcy Administrator Professional Fees & Rule 2016 Disclosures


speaker headshot Britt Griggs

time icon08/07/2025 10:20 am to
11:05 am

What to Expect During an Upgrade Weekend

Getting ready for the CM/ECF 1.9 upgrade?  This session walks you through what to expect before, during, and after upgrade weekend.  We’ll cover key tasks, preparation, timelines, and tips to help things go smoothly.  Bring your questions—Q&A at the end!


speaker headshot Shannon Thuemmel Proctor

time icon08/07/2025 10:20 am to
11:05 am

Best Practices Roundtable: Drafting, Amending and Using Local Rules

speaker headshot Megan Mann

speaker headshot Anaida Vizza

time icon08/07/2025 10:20 am to
11:05 am

Fee Management Guidance Roundtable Discussion


speaker headshot Tiffany Franc

speaker headshot David Levine

time icon08/07/2025 10:20 am to
11:05 am

Quality Control in the Appellate Courts Roundtable Discussion


speaker headshot Kenneth Russo

time icon08/07/2025 10:20 am to
11:05 am

Appellate Court Pro Se Best Practices Roundtable Discussion


speaker headshot Laura Buchanan

speaker headshot David Smith

speaker headshot Susan Spraul

time icon08/07/2025 10:20 am to
11:05 am

Small Courts Roundtable Discussion


speaker headshot Nora Tyer-Witek

time icon08/07/2025 11:05 am to
11:15 am

Break


time icon08/07/2025 11:15 am to
12:00 pm

Data Migration in CMM - What the Courts Should Expect

speaker headshot Nancy Lealaisalanoa

time icon08/07/2025 11:15 am to
12:00 pm

Jury Management: Converting to a One-Step Court

This session will provide insight on converting jury operations from a two-step to a one-step process and the benefits of this conversion.

speaker headshot G. Ian Peng

time icon08/07/2025 11:15 am to
12:00 pm

Judiciary “Safety Station” Program: AED Program evolution


speaker headshot Wayne Wylie

time icon08/07/2025 11:15 am to
12:00 pm

Navigating Workplace Conflict

speaker headshot John Minter

speaker headshot Catherine Geyer

speaker headshot Scott Coburn

time icon08/07/2025 11:15 am to
12:00 pm

Stronger Together: Elevating Collaboration

This session describes how Microsoft Teams is being used to create and foster a community of operations practice that has organically revolutionized the sharing of knowledge and best practices. Strategies for developing similar operations Teams for all court unit types will be shared.


speaker headshot Traci Abrams

time icon08/07/2025 11:15 am to
12:00 pm

Using Power Automate for Simple Operational Tasks

With its automation capabilities, Power Automate helps you streamline your business processes and automate repetitive tasks. Join this session to see how you can automate a few simple operational tasks.


speaker headshot Julie Auletta

time icon08/07/2025 11:15 am to
12:00 pm

How the Central Violations Bureau Supports District Courts


speaker headshot Monte Tingle

time icon08/07/2025 11:15 am to
12:00 pm

Staff Sharing Arrangements and Shared Services


speaker headshot Gary McCaffrey

speaker headshot David Levine

time icon08/07/2025 11:15 am to
12:00 pm

Appellate Mobile Briefcase Workflow


speaker headshot Kenneth Russo

time icon08/07/2025 11:15 am to
12:00 pm

Attorney E-Filing: Addressing Problematic Practices


speaker headshot Che Clay

speaker headshot Sarah Koster

time icon08/07/2025 11:15 am to
12:00 pm

Chapter 7 Asset Case Management in BAIMS+


speaker headshot Gari Gonzalez

speaker headshot Kevin Guinn

speaker headshot Jillian Handrahan

time icon08/07/2025 11:15 am to
12:00 pm

Designing a Process Improvement Program: Learning from the Federal Judiciary’s Court Process Improvement Model


speaker headshot Patrick Chesnut

time icon08/07/2025 11:15 am to
12:00 pm

Bankruptcy Courtroom Deputy Peer-to-Peer Session


speaker headshot Rebecca Ortiz

time icon08/07/2025 11:15 am to
12:00 pm

District Court Courtroom Deputy Peer-to-Peer Session

Join fellow courtroom deputies for an engaging peer-to-peer roundtable discussion focused on the everyday responsibilities and challenges of courtroom operations.  This session offers a collaborative space to exchange ideas, share best practices, and discuss working effectively with judicial chambers.  Designed to encourage open dialogue and connection, this session is a must-attend for deputies looking to learn from one another and strengthen professional networks.

speaker headshot Katrina Harris

Frequently Asked Questions


Travel and Transportation Information

The Court Services Office will fund travel for designated court attendees and approved presenters via a Sponsored Travel Authorization (STA). Courts may also opt to send additional staff beyond their assigned allotment, as outlined in the May 8, 2025, Save the Date memo; however, these attendees must be self-funded.

Self-funded participants should not register through the main registration portal. Instead, they will receive separate instructions from Josh Matos on how to register and secure lodging. For questions, self-funded attendees may contact Christina Martin.
The closest airport to the conference venue, Hilton Orlando Lake Buena Vista Palace, is Orlando International Airport (MCO). It is located 15 miles away, which is approximately a 30-minute drive by car.
The conference ID number (CIN) assigned by the Administrative Office (AO) for this event is CONF250046. This CIN must be included on all travel vouchers related to the forum. Be sure to enter it accurately to ensure proper reimbursement.
No, the hotel does not offer a complimentary shuttle service. However, attendees can book transportation through the MEARS CONNECT Shuttle. For additional transportation options to and from Orlando International Airport (MCO), attendees may consider taxis, ride-share services (e.g., Uber/Lyft), or rental cars—fees apply.
The Court Services Office will issue a Sponsored Travel Authorization (STA) to all AO-funded attendees. Attendees not funded by CSO (e.g., self-funded registrants) should receive a travel authorization from their designated authorizing official.
A separate communication will be sent to all registered attendees funded by CSO with the Sponsored Travel Authorization (STA) number. Travel arrangements should not be made until the STA has been received.

Meeting Information

The dress code for our conference is business casual. While we aim to accommodate Orlando's warm August climate, please note that shorts and t-shirts are not appropriate for the event. We encourage attire that balances comfort with professionalism.
Yes, a mid-morning beverage break and an afternoon beverage/snack break is included.
Yes. In addition to interactive workshops and discussions, the VFairs app will be used to help attendees network, access the agenda, and receive real-time updates.

Social events and activities may be found under the Logistics tab – Things to Do section.

Additional Information

At this time, the forum is planned as an in-person event only. Updates will be provided if any virtual components become available.
For assistance with lodging, please contact Pamela Beverly at Pamela_Beverly@ao.uscourts.gov.
For questions about the agenda, please contact Jason Spencer at Jason_Spencer@ao.uscourts.gov.
Please check your email’s spam or junk folder for a message from the conference team. If you still can’t find it, feel free to reach out to AO staff for assistance.
Florida law requires eligible nonprofit and governmental entities to obtain a Consumer’s Certificate of Exemption for tax‑exempt purchases. Please find the Florida Sales Tax Exemption Certificate for Court-Funded Attendees here.