Discussing the future of accounts receivables.
“a must-attend virtual event!”
July 12TH 2023
July 12TH 2023
The EVENT - wednesday July 12 2023
11:00 am EST - TABLE STAKES: WHAT’s NEEDED TO SUCCEED IN THE FUTURE
Panelist: Heath Morgan
Heath Morgan is an attorney and advisor who partners with clients to help their compliance and leadership initiatives. Heath has grown up in the industry and has 19 years of in house counsel experience for collection agencies, collection law firms, debt buyers, healthcare providers and technology companies. Heath is passionate about training and education and is a frequent speaker for ACA, NCBA, RMAI, and serves on the ACA Council of Delegates.
Panelist: Amy Perkins
Perkins serves as the Global Chief Strategy Officer for Phillips & Cohen Associates where she leads the corporate and operational strategy of PCA’s global business. Amy is a proven leader, with several years of strategy and operational experience at the highest levels at NCO Group, Bank of America, and Citizens Bank. One of Amy’s most rewarding accomplishments is her role as co-creator of the innovative and influential Women in Consumer Finance conference.
Panelist: Jeff Freedman
Freedman co-founded MRS 29 years ago. He oversees the entire company with his brother/partner and provides vision and direction to the Executive Management Team. He has diversified the company by specializing in collecting on a variety of debt and by focusing on both first and third party collections. He is responsible for execution of the company's mission and instilling an inclusive and compliant culture. He is the executive sponsor of all strategic innovation and responsible for championing the company's digital transformation, most notably its AI enabled Virtual Collection Agent called ADAM.
11:45 am EST - BRing on the bots - HAS THE HUMAN COLLECTOR BECOME ENDAngered?
Panelist: Paul Hurlocker
Paul Hurlocker is the Chief Technology officer at Spring Oaks Capital, LLC. Prior to that, he as the Vice President of the Center for Machine Learning at Capital One, an in-house consultancy and center of excellence for machine learning product delivery, innovation, education, and research and development. Paul joined Capital One through the acquisition of Notch, a machine learning consulting firm that Paul co-founded in 2014.
Panelist: Sameer Maini
Sameer Maini, a 20-year veteran of the BPO industry, is the Chief Information Officer for State Collection Services. Prior to joining State in 2021, he was the CIO ACT Holdings and the CTO for Bureau of Collection Recovery. He also had engineering roles with Target and Tata Telecom.
Panelist: Steve Kusic
Steve Kusic has been involved with National Recovery Agency since 1984 and currently holds the position of Chief Executive Officer. Beginning his career more than 38 years ago in his family’s collection business, He has significant experience and expertise in all facets of operations, call center activity and quality control.
12:30 Pm EST - WHAT WILL the COLLECTION AGENCy OF Tomorrow look LIKE?
Panelist: Tim Collins
Tim Collins is the Chief Customer Officer at Indebted, and a 20-year veteran of the ARM industry. He has served as General Counsel and Chief Compliance Officer for multiple industry-leading organizations and remains actively involved in ACA International. He is a well-known industry thought leader and innovator.
Panelist: Michael Meyer
Michael Meyer, CISSP, CIPP/US, CIPM, FIP, CISM, CRVPM II, CRISC, CISA, is the Chief Risk and Innovation Officer of MRS BPO. He is responsible for overseeing the company’s IT, Innovation, Risk Management and Security initiatives. Michael has been with MRS for over 20 years and previously served in the Chief Security and Chief Information Officer roles. He has a Master’s degree in Technology Management from Georgetown University and a Bachelor’s degree in Computer Science from Rutgers University.
Panelist: Pran Navanandan
Pran Navanandan is one of the Managing Members of Halsted Financial Services, LLC.; “The expert in omni channel collections”. Headquartered just north of Chicago, with domestic, near-shore and off-shore captive sites, Halsted uses proprietary, state of the art technology to run its single platform, omni channel solution. Voice, email, SMS, digital marketing, web chat, and Halsted’s dynamic payment portal are completely integrated on one system that updates events in real-time.
1:15 Pm EST - How will you communicate with the consumers of tomorrow?
Panelist: Joe Conlon
As Vice President of Operations at CCMR3, Joe oversees all facets of the day to day for operations in the organization. This includes managing CCMR3’s collection systems, vendors, and strategy as it relates to client recoveries. A 14 year industry veteran, Joe is committed to professional and ethical accounts receivable practices, and has deep industry knowledge of the FDCPA, TCPA, FCRA, GLBA, UDAAP, and ECOA.
Panelist: Justin Franklin
Justin is VP of Global Strategy & Execution for Cedar Financial. He has over 17 years of experience in the collections industry, where he has managed a department of 60+ agents, created agent training modules and developed portfolio data analytics. Justin is now responsible for growing Cedar’s digital engagement and recovery strategy.
2:15 Pm EST - Lawsuits from the future - What legal and Compliance looks like
Panelist: John Bedard
John Bedard is a nationally recognized authority on the Fair Debt Collection Practices Act and the Fair Credit Reporting Act. He serves as counsel to several professional trade associations, including the Georgia Collectors Association. John is a former member of the Board of Directors of the industry’s leading professional trade organization, ACA International.
Panelist: Rozanne Anderson
Rozanne Andersen serves as Ontario Systems’ Vice President and Chief Compliance Officer. She is a licensed attorney and a 30+ year veteran and advocate of the banking, credit, and collection industry. She holds Chief Compliance Officer certifications from both ACA International and RMAI International. In 2020, Andersen received the Women in Compliance International award as Compliance Officer of the Year. Prior to joining Ontario Systems, Andersen served as former general counsel, director of government affairs and CEO of ACA International.
Panelist: Chad Echols
Chad Echols is a partner at Frost Echols, LLC. Chad has represented a number of entities in the credit and collection space for almost 20 years. Frost Echols maintains offices in various states and manages both compliance and litigation defense across the country. Chad serves as the ACA Member Attorney Program State Chair for South Carolina and is licensed in South Carolina state court, the federal district court for South Carolina, and the Fourth, Eleventh, and Second Circuit Courts of Appeals.
3:00 Pm EST - FUTURE TECH TOOLS
Introducing NumberLab by Arbeit, a revolutionary patent-pending technology that can double or even triple your call answer rates! Our state-of-the-art tool not only identifies how your calls are labelled, but also eliminates negative labels like Potential Spam or Scam Likely. By continuously monitoring, NumberLab ensures your calls stay clear.
Tratta, the leading digital growth partner in debt collection, provides robust, scalable tools that fuel innovation and progress. Tratta is your growth catalyst, empowering you to optimize operations and evolve with today's consumer. Industry leaders leverage Tratta’s powerful tools to revolutionize self-service bill payment and online account management.
Kredit provides a single portal for consumers to make payments, and explore dynamic settlement options for their accounts in collections. Most importantly, individuals can do this for accounts that sit with different agencies, debt buyers, and collection law firms at the same time, reducing redundant outreach to shared consumers.
InterProse is a Vancouver, WA based SaaS company specializing in the ARM market with a full debt collection platform called ACE. Specializing in a web-based, open-platform product from the inception of the product development in 2000 has enabled InterProse to provide a platform at the leading edge of technology.
TCN provides a cloud-based call center platform for enterprises, contact centers, BPOs and collection agencies. TCN’s flagship platform, TCN Operator, features a holistic set of easy-to-use, automated agent tools and advanced apps for omnichannel communications, compliance & data management, integration & automation, reporting & analytics and collaboration & accessibility.
Lateral Technology is a cloud-based system of record that has now grown over 50% in 2023. It is the leader in flexibility, automation, and usability with unique workflow capabilities enabling more automation that its competition. With plugin architecture and Open APIs, it’s a platform for now and the future.
4:00 Pm EST - DATA The Currency of the future for the ARM industry
Panelist: Mike Zhou
Mike Zhou is the VP of Data at InDebted, a digital-first collections platform. The InDebted platform has demonstrated industry leading performance; this is driven by the successful implementation of machine learning and AI technologies. Mike is responsible for leading the data science team at InDebted. Prior to joining InDebted, Mike had run his own boutique data science consultancy and operated in a number of capacities in startups and industry in the data science and related disciplines.
Panelist: Jeremy Nixon
Jeremy Nixon is currently the Vice President of 3rd Party Collection & Business Intelligence for Frost-Arnett. He has over 17 years of experience in the ARM industry. He spent a decade of that experience in an analytics role creating and managing collection strategy and reporting that measures the effectiveness of leading and lagging indicators. Jeremy is experienced in creating collection strategies to include voice, SMS & email methods that help determine the best customer experience.
Panelist: Dan Medina
Dan Medina is the chief information officer at Gulf Coast Collection Bureau, where he has worked for the past six years. He joined the company in 2017 as its director of operations. Prior to that, he was a consultant with TEC Services Group and Director of Information Management with Stellar Recovery.
4:45 Pm EST - where do you go from here - it’s not too late to catch up!
Panelist: Jack Brown
Jack W. Brown III Esq. is president of Gulf Coast Collection Bureau and Probate Recovery Systems in Sarasota Florida. His firm specializes in Healthcare Revenue Cycle Management and has been named a “Best Place to work in Collections”. Jack has been actively involved within ACA International for a number of years and served as its president in 2018/19.
Panelist: David Williams
David has been employed at Williams and Fudge full time since August of 2000. After spending six years in sales and marketing, David moved inside to become a part of the executive management team and help with all facets of the company. These include, but are not limited to finance, compliance, human resources, technology, client services, and overseeing projects related to the growth of the organization. David has served as Treasurer, Vice President, and President of the South Carolina Collectors Association, and currently serves as the South Carolina delegate to ACA International’s Council of Delegates. Nationally, David serves as Chairman of ACA’s PPMS Committee, is a member of their Governance Task Force, and also serves on the ACPAC committee of ACA.
Panelist: Tim Haag
Tim Haag is the President at State Collection Service. He joined the company — which was founded by his grandfather, Hilding Haag — in 2009. Over the past several years, Tim has played a key role in State Collection Service’s exceptional growth. During his tenure, the company expanded into two new locations, grown its staff by over 300%, and continued garnering national attention as the receivables company of choice for major healthcare systems throughout the United States.
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Platinum Sponsors
GOLD Sponsors
Prodigal uses artificial intelligence to illuminate conversations in loan servicing, collections, auto finance, banking & lending, and healthcare revenue cycle management. Our solutions turn analysis into action with real-time agent assistance, automated notes, and quality assurance. Nearly 20% of U.S. borrowers have engaged with Prodigal, collecting over 250 million conversations.
Connect International manages a near shore call center strategically located in Managua, Nicaragua. CI is focused on our clients needs. We understand the importance of stabilizing operational expenses, staying compliant, and working with an experienced company. With over 40 years in the collection industry, Connect International's is ready to serve your needs.
TEC Services Group is the leader in providing the ARM industry expertise about their technology and data vendors. With over 28 years of experience, TEC has provided not only development, conversion, and implementation assistance to the industry’s leading platforms, they are now focused on providing a focused effort on bringing those innovative products to our ARM clients with our TEC Solutions division. TEC is also the leader in multi-vendor data enrichment.
Intelligent Contacts provides cloud-based, omnichannel contact center software and PCI- certified payment solutions for the accounts receivable and healthcare industries. Compliance focused and analytics-powered, our Hosted Contact Center and Intelligent Portals deliver the personalized, automated, and fully-mobile convenience businesses and consumers want when communicating (voice, email, text, chat) or paying a bill on their own schedule.