Wednesday, March 5
9:00 am
Registration and Coffee
9:30 am – 10:00 am
Welcome & Ice Breaker
10:00 am – 11:15 am
Legal Updates for Collectors to Know
Justin Bates, Attorney at Law | Bates Legal Group, LLC
11:30 am – 12:30 pm
Credit Report Deep-Dive – Rebuilding and Repairing Credit
Luke Pelger, Strategic Partnership Manager | GreenPath Financial Wellness
Credit reports and scores influence many areas of our financial lives, so it is important that members know how to rebuild and repair credit, especially when they are trying to get back on track. This session will explore ways to effectively communicate the details of credit reports and scores to members, equipping them with information to take the right steps at a crucial time.
12:30 pm – 1:30 pm
Lunch
1:30 pm – 2:30 pm
Communications and Developing Member Trust for Collections & Their Financial Wellness
Amber Miller, Partner Experience Manager | GreenPath Financial Wellness
It can be challenging to earn the trust of members when in a collection's role. During this session, we will share best practices to prioritize human centered design and empathy in an effort to build trust and inspire those you serve to take action with their financial situation.
2:30 pm – 2:45 pm
Break
2:45 pm – 3:30 pm
Decedent Accounts
Paul Guttormsson, Senior Vice President & General Counsel | The League
3:30 pm – 4:30 pm
Group Activity: Operational Issues or Stump the Attorney Breakouts
Justin Bates, Attorney at Law | Bates Legal Group, LLC
Becky Baumgartner, Director of Collections & Mortgage Operations | Prime Financial CU
Bob Hein, Member Solutions Manager | Fox Communities Credit Union
4:30 pm – 5:30 pm
Collections Roundtable #1
Justin Bates, Attorney at Law | Bates Legal Group, LLC
Becky Baumgartner, Director of Collections & Mortgage Operations | Prime Financial CU
Bob Hein, Member Solutions Manager | Fox Communities Credit Union
5:30 pm – 6:30 pm
Reception – expand your credit union collections network!
Thursday, March 6
7:30 am – 8:30 am
Breakfast
8:30 am – 9:00 am
Recap of Day 1 and Set Goals for Day 2 – Group Discussion
9:00 am – 9:15 am
Break
9:15 am – 10:15 am
Updates from DFI/Office of Credit Unions
Tom Theune, Director | Office of Credit Unions | DFI
10:15 am – 10:30 am
Break
10:30 am – 11:30am
How to Use Technology to Your Advantage in Collections
Nate Kalnins, Chief Operating Officer, Director of Compliance | The Stark Agency
11:30 am – 1:00 pm
Collections Roundtable #2 with Working Lunch
Justin Bates, Attorney at Law | Bates Legal Group, LLC
Becky Baumgartner, Director of Collections & Mortgage Operations | Prime Financial CU
Bob Hein, Member Solutions Manager | Fox Communities Credit Union
1:00 pm – 1:30 pm
Wrap Up and Adjourn