Generative AI

Live Online

Practical AI Guide for Bankruptcy Attorneys

Credits Available
Credit Status Total
California MCLE Paralegal Approved 4 Total
Alaska CLE Reciprocity 4 Total
Alabama CLE Approved 4 Total
Arkansas CLE Approved 4 Total
Arizona CLE Approved 4 Total
California CLE Approved 4 Total
Colorado CLE Approved 5 Total
Connecticut CLE Approved 4 Total
Delaware CLE Pending 4 Total
Florida CLE Pending 5 Total
Georgia CLE Approved 4 Total
Hawaii CLE Approved 4 Total
Iowa CLE Approved 4 Total
Idaho CLE Pending 4 Total
Illinois CLE Approved 4 Total
Indiana CLE Approved 4 Total
Kansas CLE Pending 4.5 Total
Kentucky CLE Pending 4 Total
Louisiana CLE Approved 4 Total
Maine CLE Approved 4 Total
Minnesota CLE Pending 4 Total
Missouri CLE Approved 4.8 Total
Northern Mariana Islands CLE Approved 4 Total
Mississippi CLE Approved 4 Total
Montana CLE Pending 4 Total
North Carolina CLE Approved 4 Total
North Dakota CLE Pending 4 Total
Nebraska CLE Approved 4 Total
New Hampshire CLE Approved 4 Total
New Jersey CLE Approved 4.8 Total
New Mexico CLE Approved 4 Total
Nevada CLE Approved 4 Total
New York CLE Approved 4.5 Total
Ohio CLE Pending 4 Total
Oklahoma CLE Approved 5 Total
Oregon CLE Pending 4 Total
Pennsylvania CLE Approved 4 Total
Rhode Island CLE Approved 4.5 Total
South Carolina CLE Approved 4 Total
Tennessee CLE Approved 4 Total
Texas CLE Approved 4 Total
Utah CLE Approved 3 Total
Virginia CLE Approved 4 Total
Vermont CLE Approved 4 Total
Washington CLE Approved 4 Total
Wisconsin CLE Approved 4.5 Total
West Virginia CLE Approved 4.8 Total
Wyoming CLE Approved 4 Total
Delaware Certified Paralegal Program Approved 4 Total
Florida Registered Paralegal Approved 5 Total
Indiana Paralegal CLE Approved 4 Total
Montana CLE Credit for Paralegals Approved 4 Total
North Carolina Continuing Paralegal Education Approved 4 Total
New Mexico Paralegal Division, State Bar of Approved 4 Total
Ohio Certified Paralegals Approved 4 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 4 Total
Live Online
4 hours
Joseph Ferrise
Michael Hogue
Gregory Taube
Donald Bonomo
R. Grace Rodriguez
With Joseph A. Ferrise from Office of the Chapter 13 Trustee + 4 others

Wed, Dec 02, 00:00 AM – 00:00 PM

Product ID 103011

Register For Course

Course Includes
$389

Live Webinar Registration

OnDemand Recording

Course Book Download

OnDemand content will be available within 7 days of event date.

Overview

Smarter Research, Drafting, Financial Analysis, and Case Management

Between overflowing dockets, dense schedules, and unforgiving deadlines, bankruptcy practitioners are under constant pressure to do more in less time, and many are already turning to AI tools to keep up.

This practical course cuts through the hype and shows you how AI fits into a real bankruptcy practice—from research and drafting to financial analysis, claims review, contested matters, and day-to-day case workflows. Learn where AI can save time, where attorney judgment remains essential, and how to use these tools without sacrificing accuracy or confidentiality. Walk away with practical strategies for putting AI to work across the bankruptcy matter. Register today!

  • Use AI to accelerate bankruptcy research, drafting, and document review without sacrificing accuracy.
  • Analyze financial records faster to uncover missing information, unusual transfers, and other red flags.
  • Triage proofs of claim, identify potential objections, and organize supporting evidence.
  • Use AI to prepare motions, briefs, responses, and hearing materials in contested matters.
  • Build practical AI workflows for intake, document organization, docket monitoring, and routine communications.
  • Protect confidential client information and recognize which tasks should never be delegated to AI without meaningful attorney review.
*Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.

Abbreviated Agenda

  1. AI Foundations for Bankruptcy Practice
  2. AI-Powered Legal Research and Case Law Analysis
  3. Drafting and Reviewing Bankruptcy Filings With AI
  4. Automatic Stay and Other Contested Matters: Drafting Motions, Briefs, and More With AI
  5. AI for Financial Analysis and Avoidance Issues
  6. AI for Proofs of Claim and Claims Objections
  7. Building an AI-Powered Bankruptcy Workflow

Can't Attend Live?

Get the OnDemand Instead

Watch the recording of this event on your own schedule. We'll notify you when its ready.

Related Topics

Product ID 103011

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 4 Total
Alaska CLE Reciprocity 4 Total
Alabama CLE Approved 4 Total
Arkansas CLE Approved 4 Total
Arizona CLE Approved 4 Total
California CLE Approved 4 Total
Colorado CLE Approved 5 Total
Connecticut CLE Approved 4 Total
Delaware CLE Pending 4 Total
Florida CLE Pending 5 Total
Georgia CLE Approved 4 Total
Hawaii CLE Approved 4 Total
Iowa CLE Approved 4 Total
Idaho CLE Pending 4 Total
Illinois CLE Approved 4 Total
Indiana CLE Approved 4 Total
Kansas CLE Pending 4.5 Total
Kentucky CLE Pending 4 Total
Louisiana CLE Approved 4 Total
Maine CLE Approved 4 Total
Minnesota CLE Pending 4 Total
Missouri CLE Approved 4.8 Total
Northern Mariana Islands CLE Approved 4 Total
Mississippi CLE Approved 4 Total
Montana CLE Pending 4 Total
North Carolina CLE Approved 4 Total
North Dakota CLE Pending 4 Total
Nebraska CLE Approved 4 Total
New Hampshire CLE Approved 4 Total
New Jersey CLE Approved 4.8 Total
New Mexico CLE Approved 4 Total
Nevada CLE Approved 4 Total
New York CLE Approved 4.5 Total
Ohio CLE Pending 4 Total
Oklahoma CLE Approved 5 Total
Oregon CLE Pending 4 Total
Pennsylvania CLE Approved 4 Total
Rhode Island CLE Approved 4.5 Total
South Carolina CLE Approved 4 Total
Tennessee CLE Approved 4 Total
Texas CLE Approved 4 Total
Utah CLE Approved 3 Total
Virginia CLE Approved 4 Total
Vermont CLE Approved 4 Total
Washington CLE Approved 4 Total
Wisconsin CLE Approved 4.5 Total
West Virginia CLE Approved 4.8 Total
Wyoming CLE Approved 4 Total
Delaware Certified Paralegal Program Approved 4 Total
Florida Registered Paralegal Approved 5 Total
Indiana Paralegal CLE Approved 4 Total
Montana CLE Credit for Paralegals Approved 4 Total
North Carolina Continuing Paralegal Education Approved 4 Total
New Mexico Paralegal Division, State Bar of Approved 4 Total
Ohio Certified Paralegals Approved 4 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 4 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. AI Foundations for Bankruptcy Practice

    1. Generative AI, Large Language Models, and Legal-Specific Tools: A Quick-Start Guide
    2. What AI Can—and Cannot—Reliably Do in a Bankruptcy Practice
    3. Choosing Between General-Purpose and Legal-Specific AI Tools
    4. What Should Never Be Delegated to AI Without Meaningful Attorney Review
    5. Confidentiality, Privilege, and Sensitive Client Financial Data: What NOT to Put Into Certain AI Tools

  2. AI-Powered Legal Research and Case Law Analysis

    1. Using AI Research Tools to Accelerate Bankruptcy Code, Rule, and Case Law Research
    2. Finding and Analyzing Jurisdiction-Specific Precedent
    3. Summarizing Opinions, Orders, Trustee Reports, and Other Lengthy Materials
    4. Comparing Authorities and Identifying Conflicting Decisions
    5. Verifying Cases, Quotations, Citations, and Conclusions: Why You Cannot Skip This Step
    6. AI Hallucinations in Bankruptcy Court: Real Cases, Sanctions, and Lessons Learned

  3. Drafting and Reviewing Bankruptcy Filings With AI

    1. AI-Assisted Preparation of Petitions, Schedules, and Statements of Financial Affairs
    2. Drafting and Reviewing Plans, Disclosure Statements, and Other Bankruptcy Documents With AI
    3. Using Prior Work Product, Templates, and Sample Documents With AI
    4. Quality Control: Cross-Checking AI Output Against Source Documents and Filing Requirements

  4. Automatic Stay and Other Contested Matters: Drafting Motions, Briefs, and More With AI

    1. Using AI to Analyze the Record, Research the Issue, and Build the Argument
    2. Drafting Motions, Briefs, Responses, and Proposed Orders With AI
    3. Using AI to Prepare for Hearings

  5. AI for Financial Analysis and Avoidance Issues

    1. Asset, Exemption, Means Test, and Disposable Income Analysis: Where AI Can Help
    2. Reviewing Bank Statements, Tax Returns, Financial Statements, Ledgers, and Other Financial Records
    3. Extracting and Organizing Assets, Liabilities, Income, Expenses, and Transactions
    4. Building Chronologies, Transaction Summaries, and Other Working Analyses
    5. Identifying Missing Information, Inconsistencies, Unusual Transfers, and Other Red Flags
    6. AI-Assisted Review for Preferences, Fraudulent Transfers, and Other Avoidance Issues
    7. Using AI to Prepare for the 341 Meeting

  6. AI for Proofs of Claim and Claims Objections

    1. Triaging and Summarizing High-Volume Proofs of Claim
    2. Comparing Proofs of Claim Against Schedules, Debtor Records, and Supporting Documentation
    3. Identifying Duplicate, Inconsistent, Unsupported, or Potentially Objectionable Claims
    4. Organizing Claim Objections and Supporting Evidence
    5. Drafting Claim Objections and Responses With AI

  7. Building an AI-Powered Bankruptcy Workflow

    1. Intake and Client Document Collection: Identifying Missing Information Before Filing
    2. Turning Client Records Into Organized Matter Information
    3. Monitoring Dockets, Orders, Deadlines, and Case Developments
    4. Drafting Routine Client, Creditor, Trustee, and Opposing Counsel Communications
    5. Preparing Case Chronologies, Issue Lists, and Hearing Materials
    6. Connecting Research, Documents, Deadlines, and Matter Information Into Repeatable Workflows
    7. Where Automation Ends: Attorney Review, Approval, and Escalation

Who Should Attend

This program is designed for attorneys. Paralegals, case administrators, and legal support staff who assist with filings and case management will also benefit.

Speakers

Joseph A Ferrise
Joseph A.
Ferrise
Office of the Chapter 13 Trustee
Michael R Hogue
Michael R.
Hogue
Greenberg Traurig, LLP
Gregory M Taube
Gregory M.
Taube
Nelson Mullins Riley & Scarborough, LLP
Donald T Bonomo
Donald T.
Bonomo
The Law Offices of Perez & Bonomo
R. Grace Rodriguez
R. Grace
Rodriguez
The Law Offices of R. Grace Rodriguez
Speaker bio
Joseph A Ferrise

Joseph A. Ferrise

Office of the Chapter 13 Trustee
Joseph Ferrise

is a staff attorney at the Office of the Chapter 13 Trustee in Akron, Ohio. He also is an adjunct professor at the University of Akron. Mr. Ferrise earned his B.A. degree from the University of Akron and his J.D. degree from the University of Akron School of Law.

View full profile
Speaker bio
Michael R Hogue

Michael R. Hogue

Greenberg Traurig, LLP
Michael Hogue

maintains a multi-disciplinary construction practice providing representation to owners, developers, and major corporations in all aspects and phases of construction and project development in the real estate industry. His practice provides an integrated "one-stop-shop" for a broad cross-section of public and private sector clients in due diligence, transactions, tenant buildouts, project oversight and management, regulatory compliance, disputes, litigation, and restructuring/bankruptcy matters.

View full profile
Speaker bio
Gregory M Taube

Gregory M. Taube

Nelson Mullins Riley & Scarborough, LLP
Gregory Taube

is a partner with the law firm of Nelson Mullins Riley & Scarborough, LLP in Atlanta. He practices in the areas of business litigation, bankruptcy and creditors' rights. Mr. Taube advocates for creditors and landlords in state and federal courts, including bankruptcy courts in Georgia and Alabama. He also regularly represents litigants in consumer finance litigation, contract and real estate disputes, franchise and distribution disputes, business torts, and other business litigation. Mr. Taube actively participates as a member of the American Bankruptcy Institute's Ethics and Professional Compensation Committee. He earned his B.A. degree from the University of South Alabama and his J.D. degree, summa cum laude, from the University of Alabama School of Law.

View full profile
Speaker bio
Donald T Bonomo

Donald T. Bonomo

The Law Offices of Perez & Bonomo
Donald Bonomo

is a founding member and senior partner of The Law Offices of Perez & Bonomo. He is a Consumer Protection Attorney dedicated to helping families and individuals achieve their financial goals, and overcome legal obstacles and challenges. Mr. Bonomo is a member North American Consumer Bankruptcy Association, the New Jersey State Bar and Bergen County Bar. He is accredited and licensed in the New Jersey State District and Federal Court. He is also licensed in the U.S. Tax Court, Court of International Trade and Court of Veterans Affairs. Mr. Bonomo has been quoted in the Wall Street Journal, Bergen Record, and the Jersey Journal throughout his 15 years of legal experience. He has written for several publications regarding bankruptcy and foreclosure law and frequently lectures on these topics at both St. Peter's University and Jersey City University.

View full profile
Speaker bio
R. Grace Rodriguez

R. Grace Rodriguez

The Law Offices of R. Grace Rodriguez
R. Grace Rodriguez

is a solo practitioner at The Law Offices of R. Grace Rodriguez. She focuses her practice on real estate law. Ms. Rodriguez earned her bachelor's degree from Pizer College and her J.D. degree from Western State College of Law. She is admitted to practice law in California.

View full profile
Loading recommendations...

TOP FAQs

How do I access my courses?
Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-930-6182.
Do you have options for attendees who are deaf or hard of hearing?
Closed captioning is available for all Live Webinars. After you've joined the event room, you can enable closed captioning by clicking the "cc" button in the lower right of the player.
What happens if my course is cancelled?
In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 7 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
Will I receive a certificate of completion?
Yes, we'll email you a certificate of completion and store in your account for any future reporting needs.
Can multiple people watch courses and request credit?
While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

Have more questions? Please Contact Us