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
How to Use Technology to Your Advantage in Collections
12:30 pm – 1:30 pm
Lunch
1:30 pm – 2:30 pm
Updates from DFI/Office of Credit Unions
Tom Theune, Director | Office of Credit Unions | DFI
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
Credit Report Deep-Dive – Rebuilding and Repairing Credit
Luke Pelger, GreenPath
10:15 am – 10:30 am
Break
10:30 am – 11:30am
Communications and Developing Member Trust for Collections & Their Financial Wellness
Amber Miller | GreenPath
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