1

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!

2

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.

3

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.

4

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.

5

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.

6

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.

7

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.

8

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.

9

FDCPA: Do’s and Don’ts – How to Communicate With 3rd Parties by Karel Rocha, Principal Attorney at Prenovost, Normandin, Dawe, & Rocha
TBD