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Collections Boot Camp

Mar 04 8:00 AM - Mar 05, 2020 4:30 PM
Mar 04, 2020 8:00 AM - 4:30 PM
Wisconsin DellsWI
Get ready for the all new Collections Boot Camp: A two-day event with programming / speakers in the morning and roundtable discussions in the afternoon.Program will include  case studies, a best practices session for managers and a back to basics session for collectors. Look forward to a high-level of participation and interaction with a focus on real-world strategies and situations.

Agenda

Wednesday, March 4

8:00 – 9:00 am
Registration and Networking Breakfast

Session 1A


9:00 am – 11:45 am

Collections – Beginner to Intermediate Issues

Eddie Antoniewicz, Certified Financial Counselor | Simplicity Credit Union
Join us for a beginner to intermediate session with information and techniques to build and advance your collections and bankruptcy skills.
 
Learning Objectives
  • Phone call techniques
  • Problem solving and Identifying types of solutions for the member
  • Follow-up
  • Skip tracing
  • Queues
  • Dealing with members in bankruptcy
  • Verifying a member during a call

Session 1B

9:00 am – 11:45 am
Collections – Advanced Issues

LaMont Bonham, VP of Collections & Fraud | Connexus Credit Union
Join us for an advanced session for those with collections experience who want a deeper dive into process and solutions.
 
Learning Objectives
  • Phone call techniques and other issues:
  • Solutions to members experiencing financial difficulty
  • Repossessions
  • Payment options
  • Dealing with members in bankruptcy
  • Verifying a member during a call
  • Wisconsin Consumer Act
  • Contact strategy & theory
  • SCRA and what’s required

11:45 am – 1:00 pm
Lunch

1:00 – 2:00 pm
Examiner Perspective on Collections

Examiner - TBD

Session 2A 

2:00 – 5:00 pm

Beginner/Intermediate Session: Creditor’s Rights in Bankruptcy

Justin Bates, Attorney at Law | Bates Legal Group, LLC
Get a solid foundation of the creditor’s rights in bankruptcy.
 
Learning Objectives
  • Foreclosure actions from A-Z
  • Commencement of bankruptcy
  • Chapter 13 issues
  • The Automatic Stay-The Debtor's Shield
  • Adequate Protection-The Secured Creditor’s Sword

Session 2B 

2:00 – 5:00 pm

Advanced Session: Manager's Roundtable

LaMont Bonham, VP of Collections & Fraud | Connexus Credit Union
Chat with other collections managers and share strategies, best practices and brainstorm solutions to a number of issues that will help you run your collections department more smoothly.
 
Learning Objectives
  • Specific issues you’re having at your credit union
  • Best practices for queues and team structure
  • Real world solutions for modifications, using data miners and non-core systems for organization and communication (i.e. CRM - customer relationship management solutions)
  • TQL or TQM
  • Validating members
  • Incentives
  • Skip Tracing and reliable sources
  • Member contact strategy and theory
  • Working with underwriting
  • Preparing for examiners
  • Annual filing for 1099(a) and 1099(c)
  • Helping employees to succeed
  • Charge-offs – when to send, to whom and for how long
  • Bankruptcy
  • Repossession issues
  • Mandatory arbitration

5:00 – 7:00 pm
Networking Reception

 

Thursday, March 5

8:00 – 9:00 am
Networking Breakfast

General Session (all attendees)

9:00 am – 11:45 am
Collections – Complex Topics, Establishing Procedures & New Developments

Justin Bates, Attorney at Law | Bates Legal Group, LLC
Dive into the more complicated corners of the collections world and explore best practices and learn what’s on the horizon.
 
Learning Objectives
  • Wisconsin Consumer Act Pitfalls
  • Small Claims Replevin
  • The Art of the Deal- Workouts and Forbearance Agreements
  • Wisconsin 128a
  • Small Claims vs. Large claims
  • Decedent Accounts, Estates and Successors in Interest
  • New Developments

11:45 am – 1:00 pm
Lunch

General Session (all attendees)

1:00 pm – 4:30 pm
Collector's Roundtable – Panel

Justin Bates, Attorney at Law | Bates Legal Group, LLC
LaMont Bonham, VP of Collections & Fraud | Connexus Credit Union
Eddie Antoniewicz, Certified Financial Counselor | Simplicity Credit Union

Cap off two days of learning by sharing your ideas and what you’ve learned and how you plan to take it back to your credit union.

4:30 pm
Adjourn

Speakers

Eddie Antoniewicz_Headshot
Eddie Antoniewicz, Certified Financial Counselor | Simplicity Credit Union

Eddie is a Certified Financial Counselor and has been with Simplicity Credit Union for the past 5 years. He believes that financial situations are fixable and it is his job to help members understand how to get there. With over 15 years in collections he has learned that people don’t want to be behind in their payments and he wants them to know they can make changes to improve their financial well-being.  “In today’s world, money can be one of the scariest monsters out there. We want to help arm you with tools and support so you can conquer that fear and take control of your financial life.

Justin BatesJustin Bates, Attorney at Law | Bates Legal Group, LLC

Attorney Justin Bates has represented and advised creditors and financial institutions on issues involving collection, repossession, FDCPA defense, foreclosure, creditors' rights in bankruptcy and related compliance issues. Justin received 100% good or excellent rating from The League’s three roundtables that he previously presented at.  “Best speaker in years.” – past Collections Roundtable attendee

LaMont BonhamLaMont Bonham, VP of Collections & Fraud | Connexus Credit Union
LaMont was operating a private detective agency when Tower Credit Union approached him to do collection work over 15 years ago. He managed both the Collections and Member Service departments until Tower merged with Connexus Credit Union and LaMont took on the position of Collections Manager. Connexus continues its rapid growth and the collections department now consists of three teams: Collections, Legal and Fraud with almost 20 employees. LaMont currently holds the role of VP of Collections & Fraud.

 

Marggie Coan, Supervisory Examiner for Region | Office of Credit Unions
Marggie has been with the Office of Credit Unions since 2012. She was a field examiner in Region 2 and was recently promoted to the position of Supervisory Examiner for Region 2. Marggie was born in Illinois and lived in Indiana and Ohio until she came to her senses and moved to Wisconsin. She holds degrees from the University of Notre Dame in South Bend, IN, as well as Lakeland College in Sheboygan, WI. She recently moved to Prairie du Sac with her family where they are spending their free time exploring the new area.

Kevin Lynch, Examiner | Office of Credit Unions
Kevin has been working in Wisconsin’s credit union industry since 1995. He started his career in a Wisconsin credit union while in high school and worked in Wisconsin credit unions for over 20 years with a focus on compliance. His examination career began in the Wisconsin Department of Financial Institutions - Office of Credit Unions in 2016.

Location

Kalahari Resort
135 Kalahari Drive | Wisconsin Dells, WI 53965
p: (877) 254-5466

Room block expires: Monday, February 10, 2020
Mention the Wisconsin Credit Union League when making your reservation.
 
Rate: $119/night, plus tax

Fees

$319 | Early Bird - Deadline: Feb. 10, 2020

$349 | Regular

 

 

Additional Info

Event Type

In-Person

Topics Covered

  • In-Person
  • Lending & Collections

Sponsored By

The Stark Agency