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Venue

Hyatt Regency New Orleans
601 Loyola Avenue
New Orleans, LA 70113
Tel: 1-888-421-1442

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Sponsorship & Exhibit Opportunities Available
Contact Melissa Sefic at (212) 803-6067 to find out how to customize a sponsorship/
exhibit package which is most appropriate for your institution. Learn more.

Conference Agenda

Wednesday, March 20, 2013

11:00 a.m. -
Registration Opens
12:00 p.m. - 2:00 p.m.
Closed-Door Connect & Collaborate for Credit Grantors Exclusively
Moderator: Kim S. Bonn, Strategic Business Unit Operations Director, XEROX BUSINESS SERVICES, LLC
12:00 p.m. - 2:00 p.m.
Closed-Door Connect & Collaborate for Agencies Exclusively
Moderator: Marcelo Aita, President and CEO, NCB MANAGEMENT SERVICES, INC.
2:15 p.m. - 4:15 p.m.
The TCPA - the Law in Flux: Dialers, Consent, the FCC's Impact, Compliance Strategies and Answers to Your Questions
David J. Kaminski, Partner, CARLSON & MESSER LLP
4:30 p.m. -
Chair's Welcome
Patti H. Bass, Founder, President and CEO, BASS & ASSOCIATES, P.C.
4:40 p.m. -
Opening Panel: Peering into the Collections, Recovery and Debt Sales Crystal Ball
Moderator: Mike Ginsberg, Co-Founder, InsideARM, President & CEO at Kaulkin Ginsberg
Darrell T. (Tye) Hanna, CEO & President, GALAXY ASSET MANAGEMENT
Jim Kelleher, President & COO, UNITED RECOVERY SYSTEM
Scott S. Weltman, Managing Partner, WELTMAN, WEINBERG & REISS
5:30 p.m. -
Networking Reception

Thursday, March 21, 2013

Click on a track to view full breakout session details
Credit Risk & Technology Operations/Strategy Regulation and Legislation
7:45 a.m. -
Registration
8:15 a.m. -
Chair's Opening Remarks
Patti H. Bass, Founder, President and CEO, BASS & ASSOCIATES, P.C.
8:30 a.m. -
Big Data and What it Means for the Collections Industry
Shawn Budde, Co-Founder and Chief Operating Officer, ZESTFINANCE
9:15 a.m. -
Exhibit Hall Break & Breakfast
10:00 a.m. -
Preparing for the CFPB Audit
Michael J. Dougherty, Partner, WELTMAN, WEINBERG & REIS, CO.
10:45 a.m. -
Sprint Case Study: Going from Last to First in Customer Care
David Ogletree, Senior Vendor Manager, SPRINT
11:30 a.m. -
Q&A with David
David Ogletree, Senior Vendor Manager, SPRINT
11:45 a.m. -
Debt Sales 2013: The World is Changing
Sean McVity, Managing Partner, GARNET CAPITAL ADVISORS, LLC
Nick Penfield, Collections Operation Manager, TD BANK N.A.
12:45 p.m. -
Lunch
1:30 p.m. -
Coffee & Desert in Exhibit Hall
2:00 p.m. - 5:00 p.m.
Three Concurrent Tracks
2:00 p.m. -
Track: Credit Risk & Technology View Track Emerging Technologies in Collection Agency Management
Ryan Neuweg, Chief Executive Officer, NEUANALYTICS
Thomas A. Lee III, Managing Partner, BECKET & LEE LLP
2:00 p.m. -
Track: Operations/Strategy View Track BBVA Case Study: Self-Service Collections from the Customer Viewpoint
Mark Tuggle, EVP and Director of Collections & Recovery, BBVA COMPASS
2:00 p.m. -
Track: Regulation and Legislation View Track Prior Express Consent - Smart Calls to Smart Phones!
John Culhane, Partner, BALLARD SPAHR LLP
Jeffrey B. Wood, Vice President & Assistant General Counsel, DISCOVER FINANCIAL SERVICES
2:45 p.m. -
Track: Credit Risk & Technology View Track Skip Tracing - New Ideas for Tracking Old (and New) Debts
Michael Cushing, Executive Vice President, FOURSCORE RESOURCE CAPITAL
Rollin Girulat, Senior Collections Product Marketing Manager, EXPERIAN
Steve Kusic, President and CEO, NATIONAL RECOVERY AGENCY
2:45 p.m. -
Track: Operations/Strategy View Track Meeting the New Agency/Vendor Management Regulatory/Control Requirements
Moderator: Steve Stark, Director, US Practice, BRIDGEFORCE
Christopher J. Couch, Managing Partner, COUCH, CONVILLE & BLITT LLC
Tony L'Abbate, Senior Vice President, Operations Control, NCO
Robert H. Obringer, SVP, Compliance/General Counsel, PHILLIPS & COHEN ASSOCIATES, LTD.
2:45 p.m. -
Track: Regulation and Legislation View Track Regulatory Crossroads: UDAAP and TILA
Karen Garrett, Partner, STINSON MORRISON HECKER LLP
John Hagy, Chief Legal Officer, METABANK
Charlie Shannon, CPA, Business Assurance Services Partner, MOSS ADAMS LLP
3:30 p.m. -
Roundtable Breakouts
4:00 p.m. -
Networking Break
4:30 p.m. -
Track: Credit Risk & Technology View Track Achieving Cost & Compliance Goals while Increasing Contact Rates – A Verizon Wireless Story
Craig Battinelli, Associate Director, Finance Operations, VERIZON WIRELESS
John McNamara, Chief Marketing Officer, LIVEVOX
Alan Willet, Executive Director, National CFS Operations, VERIZON WIRELESS
4:30 p.m. -
Track: Operations/Strategy View Track New Opportunities and Challenges in the Student Lending Market
Scott Barton, Chief Executive Officer, SECOND ORDER SOLUTIONS
Trey Greene, Vice President, Portfolio Management, FIRST MARBLEHEAD
Heather Strong, Director of Debt Management Vendor Operations, Student Lending, RBS CITIZENS
Matt Myers, VP, Portfolio Performance Analytics, GOAL STRUCTURED SOLUTIONS, INC.
4:30 p.m. -
Track: Regulation and Legislation View Track Call Volume Harassment - Pitfalls & Solutions
Panelist: Justin M. Penn, Partner, HINSHAW & CULBERTSON LLP
Jason G. Wehrle, GROGAN GRAFFAM, P.C.
5:15 p.m. -
Track: Operations/Strategy View Track From the lab to the boardroom: Using applied psychological research to improve collection models and the consumer experience
Panelists: Brian Enneking, Vice President, Consumer Marketing, ENCORE CAPITAL GROUP
Christopher Trepel, Senior Vice President and Chief Scientific Officer, ENCORE CAPITAL GROUP
5:45 p.m. -
Networking Reception

Friday, March 22, 2013

8:35 a.m. -
Chairman's Update
Patti H. Bass, Founder, President and CEO, BASS & ASSOCIATES, P.C.
8:45 a.m. -
Economic Outlook
Michael Bryan, Vice President and Senior Economist, FEDERAL RESERVE BANK OF ATLANTA
9:30 a.m. -
Exhibit Hall Break & Breakfast
10:00 a.m. -
Mobile Collections: Achieve Positive Customer Outcomes with Intelligent Mobile Intervention
Chris Baggett, SVP, Business Development, RADIUS SOLUTIONS INC.
Tony McGivern, CIO, FICO
11:00 a.m. -
Conference Concludes