1 – Akuvo Power User Session

Optimize Your Strategy: Boosting Early-Stage Collections for Maximum Impact! by Kevin Barth, VP Sales, AKUVO
In this insightful roundtable, Kevin Barth will lead an energetic discussion on key factors of optimizing early-stage collections to set the stage for long-term success. Explore the use of cutting-edge technologies for personalized communication strategies, including insights on email, texting, and voice drops. We’ll discuss proven techniques that boost recovery rates, minimize losses, and foster positive customer relationships. Don’t miss this opportunity to hear expert guidance on how to elevate your collections approach and stay ahead in the dynamic landscape of debt recovery.

2 – Symitar Power User Session

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.

3 – Meridian Link Power User Session

Meridian Link: latest releases, functionality, and best practicesby Meridian Link

4 – Temenos Power User Session

Strategic direction of the Temenos Collection Moduleby 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.

5 – FIntegrate Technology Power User Session

Increasing efficiency in collections through automation with anticipated surges in delinquencies and loan lossesby FIntegrate Technology

Roundtable Sessions

1

See How Text Messaging Can Help Your Loan Servicing by Jenn Quinn, Customer Success Manager at Eltropy and David Sandoval, Collections Manager at Los Angeles Federal Credit Union
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. David Sandoval will be presenting alongside Jenn to provide use-case demonstration throughout the roundtable sessions and campaign outcomes will be discussed.

2

Consumer Collection Litigation Update Karel Rocha, Principal Attorney at Prenovost, Normandin, Dawe, & Rocha
Regulation F has sparked consumer lawsuits nationwide ranging from Fair Credit Reporting Act violations to FDCPA violations. One thing is certain, Regulation F has provided Plaintiff’s attorneys throughout the United States with the necessary legal and factual basis to file individual and class action lawsuits for the foreseeable future. Regulation F also has given the CFPB the legal framework to go after debt collectors from a regulatory standpoint. Join Karel Rocha for a discussion of the continuing risks to your credit union and your debt collector vendors.

3

Credit Unions and Fintech Partnership: How is it going Chris Otey, Co-Founder & Chief Revenue Officer at Credit Union 2.0
CU 2.0 will facilitate a conversation between fintechs and credit unions focusing on best practices in contracts, deployments, and measuring a successful fintech partnership.

4

Leading with Empathy: A Blueprint for Modern Collections Amir Tajkarimi, Vice President – CEO & Co-Founder at Lexop
In a financial landscape where member preferences shift and technology is modernizing outdated approaches, mastering empathetic communication across multiple channels is no longer optional—it’s necessary to build trust among members and improve recovery rates. Through credit union-focused case studies, we’ll provide insights to enhance your past-due member experience and collections approach. Join us as we explore personalized communication, convenience, and technology to improve your collections strategy and member satisfaction.

5

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.

6 – Topic 1

How Mergers of Banks Differ From Mergers of Credit Unions and why you should care. by Peter Duffy, Managing Director – Fixed Income Sales, Piper Sandler & Co.
Discussion will provide current day anecdotal perspective on how the bank acquisition of a bank is different than CU mergers. We will also cover how the CU acquisition of a bank is different from a CU to CU merger. With time left, we will also touch on some of the biggest mistakes we have observed regarding CU to CU mergers and how to avoid them.

6 – Topic 2

Credit Union Partnerships With FinTech Companies- what’s the big deal? by Peter Duffy, Managing Director – Fixed Income Sales, Piper Sandler & Co.
What are these partnerships about and why do we have them as one leg of the “3 legged stool” of CU strategic planning? Real life and current examples and data will be shared. We will also briefly touch on some of the do’s and dont’s.

6 – Topic 3

“Everything Is on The Table” by Peter Duffy, Managing Director – Fixed Income Sales, Piper Sandler & Co.
A no holds barred follow up to the general session “Strategic Considerations for Growth Minded Credit Unions”. You will be in the general session and will likely have comments and questions…bring them! Share your question and comment and we will bat it around! Goal is to add even more clarity and insight to the material and “network” the topics.

7

Real Estate Trends by Jonathan A. Malek, Esq, General Counsel – RE/MAX ONE
This interactive discussion will focus on the Real Estate Trends and issues affecting the Real Estate Industry. The discussion will also include risk management considerations for lenders, Foreclosures, a discussion of the Real Estate Settlement Procedures Act (RESPA) and the current class action lawsuits regarding real estate commissions.

8

Navigating the Selection Process: Criteria for Choosing Collection Agencies in Credit Unions by Susan Richards, Founder & CEO – CredTech Consulting LLC
This session delves into the intricate process of selecting collection agencies for credit unions. Participants will explore the multifaceted criteria that credit unions employ when making these crucial decisions. We will dissect the significance of industry experience, compliance, success rates, and alignment with the credit union’s values. Join us to gain valuable insights into optimizing the selection process and establishing effective partnerships that align with your credit union’s mission and goals.

9

Regulatory Review of GAP Cancellations by Tyler Gray, Director of Sales, Lender Compliance Technologies
In this session, we will discuss how the regulatory bodies are enforcing their expectations on how Credit Unions should proactively refund unearned premiums on Voluntary Protection Products such as GAP and Vehicle Service Contracts. This session will review: State and Federal level actions (The NCUA is digging into lender practices, The CFPB continues its enforcement efforts, State Level AG’s action), How Credit Unions need to address the issue (Direct vs Indirect areas of concern, Risk Assessment and Operational Assessment), Best practices for Lenders (Get the data pulled together, Come up with your plan (in house or vendor), Build in flexibility to your process).

10

Handling Commercial Loan Defaults – from Work Out to Judgment by Michael J. Dougherty, Shareholder, Weltman, Weinberg & Reis Co., L.P.A.Technologies
Your member’s commercial loan is 30 days past due, what steps do you need to take to protect your bottom line? This session discusses the need for quick action when a member’s commercial loan goes delinquent. You will be given practical pointers about how to create a work out plan and establish a forbearance agreement. If these options fail, we will then walk you through the many remedies available to protect your interest from Article 9 sales to assignments of rent. The goal of this session will be to ensure you have all the information needed to mitigate a commercial loan loss and recover on a commercial loan default.

11

Develop Auto Lending Strategies To Survive an Economic Recession by Courtney Collier, RVP of Sales, Open Lending
As the threat of an economic recession looms and interest rates continue to rise, credit unions should start incorporating new lending strategies to weather the impending storm. Hear from these auto lending experts discuss ways credit unions can start preparing today for the tailwinds of tomorrow.

12

Transforming the member experience and increasing recovery with DirectDrop Voicemail by Kirby Miller, Chief Revenue Officer, 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.