1

See How Text Messaging Can Help Your Loan Servicing by Jenn Quinn, Customer Success Manager at Eltropy
Jennifer will host an interactive session demonstrating the power of text messaging for your collections department and borrowers. Staying on top of delinquencies means being proactive and connecting better with members. Text messaging enables your team to do this more efficiently, and with an improved member experience, from funding to payoff. Make sure to bring your cellphones to experience the demo for yourself.

2

Where Are We Now – FDCPA/REG F Litigation Roundup 2023 Karel Rocha, Principal Attorney at Prenovost, Normandin, Dawe, & Rocha
It has been almost 1 and a half years since Reg F was implemented nationwide and already Plaintiff’s attorneys have been actively pursuing claims against regulated debt collectors. Join Karel Rocha as he provides a sweeping review of litigation filed nationwide relating to Reg F. Learn how your third-party debt collectors are being challenged with FDCPA claims in the wake of the CFPB’s Reg F rules since November 2021. Karel will also provide a preview of the CFPB’s request that the US Supreme Court overturn the Fifth Circuit Court of Appeal decision finding that the CFPB’s funding structure was unconstitutional. Will the US Supreme Court decide to take up the question now and how might the Court rule?

3

Remarketing Vehicles in a post-COVID World by Daniel Hernandez, Regional Remarketing Director at South Bay Remarketing Services
What changes did you make to maximize your remarketing program during a period where used car values are increasing. How restricted supply and unprecedented surge in demand shocked the market, but just because values are up, doesn’t mean you are leveraging the best in your repo sale process. As auctions are closing or consolidating, dealers are fighting for repo purchases. Join us for a session on best practices to help move your inventory consistently avoiding peaks and valleys while maximizing your returns with regional remarketing concepts.

4

Increasing efficiency in collections through automation with anticipated surges in delinquencies and loan losses in 2023 by Kris Nuss, Director of Sales at FIntegrate Technology
Kris will host an interactive session discussing how predictive risk analysis, automated workflow, and multi-channel communications drives increases in operational efficiency and member engagement.

5

Collections using the Symitar Episys Core by Mike Schatzman, CEO at Technology Systems Solutions
This roundtable will explore the capabilities of the Episys Collections Package. The integration of thirdparty products such as Tenemos or AKUVO. Leveraging PowerOns to create metrics to track performance. Using PowerOns to enhance reporting. Capabilities of interfacing with text messaging companies such as Eltropy. Understanding and resolving issues with CPI providers.

6

Handling Deceased Accounts by Alana Anaya, Esq., Principal & Owner at Anaya Law Group
This session will cover Trusts, Probates, Secured/Unsecured Accounts, Power of Attorney and Examination of Questionable Documents.

7

A Proactive Approach to Protecting Growth Through Collections by Steve Castagna, Chief Revenue and Operations Officer at AKUVO
With delinquency on the rise in 2023, how can credit unions prepare and, better yet, embrace uncertainty with confidence, not fear? How can credit unions do the same for their members while still protecting their own assets and growth? Led by Steve Castagna, AKUVO’s Chief Revenue and Operations Officer, this roundtable will discuss these questions and explore how proactive collection technology driven by data, analytics and AI can protect growth for both your credit union and its members.

8

Transforming the member experience and increasing recovery with DirectDrop Voicemail by Kirby Miller, Chief Revenue Officer at VoApps DirectDrop Voicemail
Chief Revenue Officer of VoApps DirectDrop Voicemail, Kirby Miller, will share a peek behind the curtain on the #1 outbound contact tool that credit unions are leveraging today in collections, lending and more.

9

Common Challenges of Working From Home by Ann Johnson, PHR, SHRM-CP, SVP/Chief Administrative Officer for Silver State Schools Credit Union
Interactive discussion about employees working from home. How do you monitor their work, productivity, and engagement. Practical recommendations for work at home employees that can fit your company and culture.

10

Strategic direction of the Temenos Collection Module by Kris Frantzen, Product Manager at Temenos (formerly Akcelerant)
Kris Frantzen, the Product Manager for the Temenos (formerly Akcelerant) will provide insight on continued investment in the industry-leading solution, and lead a collaborative discussion around customer successes and opportunities for product expansion. Learn how the flexibility and automation of the solution is being coupled with new technologies and complementary services to deliver a future-ready Collections solution for Credit Unions.

11

Planning for Uncertainty – Credit Risk Analysis and Mitigation by Tom Orman, Credit Union Executive
Tom Orman, long-time credit union Chief Lending Officer and Chief Operating Officer, will talk about practical strategies to prepare for higher delinquency in a possible 2023 recession. This will include collections strategies as well as collaborating with your Accounting or Finance teams to prepare for potentially higher losses and for questions from auditors and examiners.

12

The Future of Collections: Industry and Software Trends in 2023 and Beyond by Matt Smithson, MeridianLink
Rising delinquency rates across the lending industry have brought collections management to the forefront in many Financial Institutions. While a high inflationary environment has highlighted the need for quality collections, addressing the undercurrent in changes to consumer behavior and regulatory compliance is critical to the success of your collections team. In this session, we will explore both causes of and potential solutions to collections challenges you face today.

13

Leveraging Technology to Maximize and Streamline your Collections by Amir Tajkarimi, Lexop
The lending industry is currently facing harsh economic times. The rise in inflation, interest rate hikes and supply chain disruptions leads to increased consumer debt. With businesses competing for payments, technology continues to be a powerful tool for lenders to leverage to ensure they get paid first. Additionally, the same level of sophistication that begins in origination should be transferred over to collection techniques. In this presentation, we will discuss how lenders can adopt a cost-efficient digital collections strategy to regain control of their past-due accounts, reduce manual labor costs, maximize cash flow, and provide flexibility to their customers. Objectives: 1.) Bridging the technology gap between originations and collections, 2.) How technology can help lenders automate their collections, improve cash flow and retain customers, 3.) Insights into the preferences of past-due customers in 2023, with an emphasis on outreach and repayment, 4.) Discuss strategies to move away from traditional collection practices that come with higher manual labor costs.

14

Shift the Mix: Increasing Customer and Employee Satisfaction with Technology by Greg Cummings, Glia
As members’ expectations evolve, it can be challenging to satisfy their needs and keep employee morale high, especially with urgent matters such as collections. In this roundtable, we will discuss how to provide the right digital tools and seamlessly unify interactions to expand the member experience and empower staff. The result: increased satisfaction on both sides.

15

Best Practices for GAP Cancellations and Refunds by Tyler Gray, Lender Compliance Technologies
How are you managing Gap cancellations and refunds? Over the past several years, regulators have been targeting lenders on their Gap cancellation practices, often leading to fines, remediation measures and reputational harm. In this round table, we will come together to better understand where to start when it comes to solving this problem and how we can guide our financial institutions through the process compliantly and efficiently. This will be a solutioning session where we will discuss strategies and best practices a lender can pursue ensuring they can answer, with confidence, how their credit union is managing Gap cancellations and refunds.