Closing Ceremony, Certificates*, & NCUCA Main Giveaway *Credit Union Attendee Certificates of Completion – Registration Desk 4
Details TBA Details TBA
Registration: 3:00pm - 5:00pm
Wednesday, July 13, 2022 3:00pm – 5:00pm
Welcome to the 2022 NCUCA Conference!
We’ll begin welcoming attendees starting at 3:00pm until 5:00pm when we start the Welcome Reception.
Keynote Speaker #1: Ann Petros, VP Regulatory Affairs | NAFCU
Thursday, July 14, 2022 9:15am – 10:00am
Keynote Speaker #1
Ann Petros, VP Regulatory Affairs | NAFCU
Topic: Industry Update
Speaker Panel: Chris Otey, Co-Founder & Chief Revenue Officer | CU 2.0
Thursday, July 14, 2022 10:15am – 11:00am
Speaker Panel led by:
Chris Otey, Co-Founder & Chief Revenue Officer | CU 2.0
Kari Bergh – VP, Partner Strategy – Coconut Software
Oussama Hamouti – Enterprise Account Executive – January
Ray Wachauf – President – TerraStrat
Gordon Flammer – CEO – Datava
Topic: The Fintech Playbook – How to partner with fintech solutions to reduce costs, increase revenue and improve efficiencies.
Come listen to CU 2.0 as they highlight best practices and actual use cases of credit unions partnering with fintech solutions to solve needs in the credit union. CU 2.0 serves as the bridge between fintech solutions and credit unions.
General Session #1 Bruce Pearson, Senior Partner | SW&M
Thursday, July 14, 2022 11:00am – 12:00pm
General Session #1
Bruce Pearson, Senior Partner | SW&M
Topic: Brace for Impact – How to Fortify Your Financial Institution
This session will dive into strong defense trends and strategies to limit material risk and set your team up for success.
Breakout Session #1 Barry Smith, Shareholder | Buchalter Nemer
Thursday, July 14, 2022 1:15pm – 1:45pm
Breakout Session #1
Barry Smith, Shareholder | Buchalter Nemer
Topic: Post Judgment Collection Alternatives – thinking outside the box
Breakout Session #2: Karel Rocha, Principal Attorney | Prenevost, Normandin, Dawe & Rocha
Thursday, July 14, 2022 1:15pm – 1:45pm
Breakout Session #2
Karel Rocha, Principal Attorney | Prenevost, Normandin, Dawe & Rocha
Topic: FDCPA and REG F – Hot Topics and Review of Pending Litigation
Please join Karel Rocha as he provides an update on FDCPA and Reg. F litigation throughout the US and compliance issues affecting credit unions and your vendors. Topics will include phone call rules, email rules, voicemail rules, skip tracing requirements and an update on the status of Husntein v. Preferred Collection and various copy-cat cases filed throughout the nation.
Breakout Session #3
Thursday, July 14, 2022 1:00pm – 2:00pm
General Session #2: Greg Pesci, President & CEO | MessagePay
Thursday, July 14, 2022 2:00pm – 3:00pm
General Session #2
Greg Pesci, President & CEO | MessagePay
Topic: Text, Click, Pay – Why Click to Pay is so Vital in an Evolving Collections Landscape
Managing risk involves every aspect of your credit union; identifying and mitigating these risks has become more complex than ever. Staying one step ahead of the brazen criminals is never ending, but it is ever so critical.
This presentation will highlight the emerging risks that are becoming increasingly prominent for credit unions everywhere and provide you with a multitude of preventative measures to consider implementing in your credit union.
General Session #4: Sohini Chowdhury, Director & Senior Economist | Moody’s Analytics
Friday, July 15, 2022 11:00am – 11:45am
General Session #4
Sohini Chowdhury, Director & Senior Economist | Moody’s Analytics
Topic: Economic Outlook Update: Through the Fog of Uncertainty
With domestic and global economic uncertainty at all-time highs, how can financial institutions, especially credit unions, prepare for the short-term? What surprises, if any, will fiscal and monetary policy spring and how will this impact economic activity and the consumer? Are certain regions of the country more vulnerable than others? Join this session to learn these and more.
General Session #5: Chris Harline, Director of Solution Services | Eltropy
Friday, July 15, 2022 1:45pm – 2:30pm
General Session #5
Chris Harline, Director of Solution Services | Eltropy
Topic: Text Messaging for Collections
What if you could make your credit union’s collections experience as easy as sending a text message?
Eltropy enables credit unions to communicate with members over text messaging in a secure and compliant way. Using Eltropy’s enterprise-wide technology, collections teams at your credit union can leverage text messaging to increase member response and repayment rates as well as receive relevant member insights via analytics.
Join Eltropy’s Director of Solution Services, Chris Harline, as he shares how the secure and compliant text messaging platform can help drastically improve collections at your Credit Union.
Keynote Speaker #2
Friday, July 15, 2022 10:00am – 11:00am
Keynote Speaker #3
Friday, July 15, 2022 1:30pm – 3:00pm
Roundtable Session (3, 30 minute increments per topic)
Friday, July 15, 2022 12:00pm – 1:30pm
Attendees will choose and rotate every 30 minutes for 1.5 hours
Roundtable Session Topics (by table)
Twenty-eight must have key provisions in your Agreements by Barry Smith, Shareholder at Buchalter
Are your Agreements sufficient to protect you in the event of a default? Barry Smith will discuss key clauses you should have but often neglect to include in your Settlement, Forbearance, Stipulations and/or Modification Agreements. Eighty-five percent of Credit Unions and their Attorneys not only never use these clauses, they never thought about them. Learn how to make your Agreements air tight!
Managing Collections-Related Vendor Contracts by Nick Mitchell of Logix Federal Credit Union
Credit Unions use a variety of vendors to perform collections functions, including repossession agents, remarketing firms, collection agencies, and more. In many cases, these vendors present credit unions with a form contract, which is simply signed without much negotiation. But, those contracts can contain terms that expose the credit union to significant liability and risk. This discussion will cover some important terms that should (or should not) be included in these contracts to help you protect the credit union from unnecessary exposure.
How is Technology Shaping the Future of Specialty Processes? by Jay Mossman, Founder & CEO of AKUVO
Jay Mossman, Founder and CEO of AKUVO, will lead a collaborative discussion on how technology is changing our ability to manage specialty processes like bankruptcy, repossession, fraud and others. New tools like texting, social media, natural language processing, API’s and more can impact the way these situations are handled, but are you embracing them? Or does your credit union prefer to outsource these complex accounts instead? Regardless of your approach, let’s learn from one another by sharing our experiences and walking away with new ideas for the future.
In this session, learn how the right technology, ecosystem and strategy can turn collection activities into connection opportunities.
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.
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.
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.
Estate accounts handling and what to do when a member passes away by Matt Rehnelt, Business Development Manager & Chris Stanley, Director of Business Development
Chris and Matt will be presenting an open forum discussion for organizations looking to cover best practices when handling estate accounts. We typically discuss the ways to not only maximize FTE with this inventory, but to also see the most in recoveries. Ultimately, we find that every organization handles this process different from the next. By sharing our experiences and implementing streamlined processes, we can create an exceptional survivor experience for existing and future members.
Strategic Direction of the Temenos Collection Module by Kris Frantzen, Product Manager for Temenos (formerly Akcelerant)
This session will explore the strategic direction of the Temenos Collection module. Kris Frantzen, the Product Manager for 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.
FDCPA: Do’s and Don’ts – How to Communicate With 3rd Parties by Karel Rocha, Principal Attorney at Prenovost, Normandin, Dawe, & Rocha