Agenda - iA Strategy & Tech

Agenda Day 1
July 21, 2020 (all times EDT, all sessions online)
11:00 AM
Exhibit Hall and Conference Center open for preview
Come on in and get your first look at iA Strategy & Tech!

12:00-12:30 PM
Conference Kick-Off - Amy Perkins, President, insideARM & The iA Institute

12:30-1:30 PM
The Path to Innovation Part I - The Industry Outlook and Guidance to Help Weather the Storm
This panel will set the stage by sharing the magnitude of the economic impacts of COVID-19 on the Collections Industry. These experts will then share the core areas of your strategy that should be re-evaluated, especially as it relates to capacity constraints and the levers you need to build or pull to help accelerate your loss mitigation and mounting expense pressure.
Speakers:
Steve Dymowski, Head of Collections Strategy, TD Bank
With a panel of experts from Bridgeforce:
Andrew Domino, Managing Partner & COO
Michelle Macartney, Managing Partner
Michael Orefice, Director of Business Enablement
John Sanders, Co-founder & Partner

1:30-2:30 PM
Exhibit Hall & Networking Break
You'll be surprised by the virtual networking potential. Visit the Exhibit Hall to compare solutions, talk with vendor staff live, or schedule appointments to meet later. Visit the Lounge to connect with other attendees for instant video chats, participate in polls and see how others are responding, and check out our Interaction Leaderboard to see who is gaining the most benefit from iAST by maximizing their participation. And more.

2:30-4:00 PM
Tech Demo Flight Round 1, followed by networking with the demo companies
Buckle up for the biggest, most efficient tech review you've ever conducted. You'll see all the newest, most useful and most innovative industry tech in a series of 8-minute product-only demos (no sales pitch) and then you'll get instant access to the teams behind that tech. Plus, at the end of the conference, we'll award those with the most promising solutions, as measured by your vote! Click here to read details on the products being demonstrated.
DebtNext - 2:30
Remitter - 2:40
Prodigal - 2:50
Interactions - 3:00
Noble Systems - 3:10
4:00-5:00 PM - Masterclass Workshops

1. Post COVID-19 Approaches to Risk Differentiation, Offers and Contact Strategy
Post COVID-19, determining how to assist consumers with offers/programs is of particular concern for many at this time. In addition, the need to more accurately determine how to differentiate risk going forward and how to most effectively leverage available contact channel strategies will be covered. This session will paint a compelling picture of the new normal and help you with these top strategic concerns.
Speakers:
Dave Wasik, Partner, 2nd Order Solutions
Brian O'Malley, Managing Director & Partner, Boston Consulting Group

2. Innovation as a COVID-19 Capacity Lever - Self Service - Helping Customers Who Can Help Themselves
Everyone in the world has been touched by COVID-19 in some way. A broader set of consumers are being impacted simultaneously, which increases stress for consumers and the financial institutions trying to support them. Many operations are faced with limited work options and or staff, at the same time as the number of customers who need our help is growing exponentially. This session will provide insight into how and why self-service can be a viable part of your short and long term strategy.
Speakers:
Simon Scalzo, CEO, Remitter
Michael Cassidy, Managing Partner, M&G Solutions

3. Debt Settlement - The Consumer's Choice and the Strategies to Support Them Through the Process
Debt settlement companies have seen an immediate and substantial uptick in consumers pursuing them as a solution. This session will help you understand how best to identify and support consumers who choose debt settlement as the way to navigate through this economic upheaval.
Speakers:
John Sanders, Managing Partner, CKS Financial
Carri McQuerrey-Funk, VP Vendor Management and Strategy Execution, Citizens Bank
Agenda Day 2
July 22, 2020 (all times EDT, all sessions online)
12:30-1:30 PM
The Path to Innovation Part II- Influencing Your Stakeholders to Support Your Rapidly Evolving Collections Strategy Needs
The Power of Influence - Delinquency forecasts are growing very quickly. In some cases, companies are allocating extra capital to collections strategies immediately. In some cases, they're not. This panel will educate you on how best to influence your key stakeholders to give you the funding and support you need to minimize your company's COVID-19 impact.
Speakers:
Ray Peloso, CEO, Katabat (moderator)
Kelly Dickerson, Head of Seller Risk Operations, PayPal
Shawn Budde, Principal, Ensemblex

1:30-3:00 PM
Tech Demo Flight Round 2, followed by networking with the demo companies
Buckle up for the biggest, most efficient tech review you've ever conducted. You'll see all the newest, most useful and most innovative industry tech in a series of 8-minute product-only demos (no sales pitch) and then you'll get instant access to the teams behind that tech. Plus, at the end of the conference, we'll award those with the most promising solutions, as measured by your vote! Click here to read details on the products being demonstrated.
ControList - 1:30
Quointec - 1:40
Oliver - 1:50
LiveVox SpeechIQ - 2:00
TECHLOCK - 2:10
3:00-3:30 PM
Exhibit Hall & Networking Break
Visit the Exhibit Hall to compare solutions, talk with vendor staff live, or schedule appointments to meet later. Visit the Lounge to connect with other attendees for instant video chats, participate in polls and see how others are responding, and check out our Interaction Leaderboard to see who is gaining the most benefit from iAST by maximizing their participation. And more.

3:30-4:30 PM - Masterclass Workshops

1. Segmentation and Prioritization - The Evolution
Re-evaluating existing segmentation and 1) making low-effort, high-value modifications such as challenging balance cuts, holdout populations, test and control sizes, etc. and 2) strategically planning for those moderate/high-effort strategy changes that will yield high-value returns (either to staffing or losses) is critical. This session will educate you on what to consider now and in the future.
Speakers:
Terry Gildden - Associate Partner, The Intelitech Group
Greg Hocutt - President, Hollis Cobb and Associates
Tyler Roark - Senior Partner, The Intelitech Group

2. Innovation as a COVID-19 Capacity Lever - Customer Contact Channels
Augmenting staffing with the help of low-cost contact channels is not new, but it's safe to say it hasn't been this urgent in a long time. This session will dust off what we've traditionally thought of as the best approach for consumers and loss mitigation with a new consideration - COVID-19.
Speaker:
Boris Grinshpun, GM of CRM Product Group and Messaging Channels, Livevox

3. AI & Digital Transformation: Evolutionary, Not Revolutionary
Uncertainty is all around us and now is the time to be bold, brave, and innovative. Companies are plagued with challenges including quickly rising delinquency and the resulting dramatic increase in staffing needs, changes in customer preference, regulations, and more. These factors, if not acted upon, will lead to an increase in losses and expenses. Join this panel of thought leaders to learn how Conversational AI will forever change the debt recovery industry through increased collections and improved customer experience. In this session, the group will discuss their journey implementing the Interactions Virtual Collection Agent and its capability to increase revenue recovery at a reduced operational cost, in a conversational, human-like, and judgment-free manner.
Speaker:
Erin Stewart, Senior Director, Interactions
Mary McKenna, Sr. Director of Product Management, Interactions
Robert McElroy, OCA Manager, Credit & Account Services, Comcast Central Division
Jim Freeze, CMO, Interactions
Marty Sarim, CEO, ERC BPO
Stephen Samaroo, Lead Credit Analyst, AT&T

4:30-5:30 PM
Exhibit Hall & Networking Break
Happy end of the (conference) day! Grab your beverage or cocktail of choice and...
Visit the Exhibit Hall to compare solutions, talk with vendor staff live, or schedule appointments to meet later. Visit the Lounge to connect with other attendees for instant video chats, participate in polls and see how others are responding, and check out our Interaction Leaderboard to see who is gaining the most benefit from iAST by maximizing their participation.

6:30-7:30 PM
Live acoustic performance with Austin musician Carson McHone
Grab your beverage of choice, sit on your patio, porch, balcony, or driveway and enjoy Carson's crystal clear voice. It'll be just like we're in Austin, Texas! Then hang around to chat with fellow music-lovers.
Agenda Day 3
July 23, 2020 (all times EDT, all sessions online)
12:30-1:30 PM
The Path to Innovation Part III - The Legal and Compliance Reasons Why You Can Innovate
Many within the industry are working to quickly source and introduce new technology. This panel will tell you all of the legal and compliance reasons why you CAN be innovative and do so within the rules. You'll leave ready to overcome whatever objections are coming your way.
Speakers:
Sara Woggerman, Compliance Consultant (moderator)
Rachael Bowman, Operations Strategy and Innovation, Discover Financial Services
Kristyn Leffler, Digital Strategy Director, Resurgent Capital Services
Tim Collins, Chief Compliance Officer, TrueAccord

1:30-3:00 PM
Tech Demo Flight Round 3, followed by networking with the demo companies
Buckle up for the biggest, most efficient tech review you've ever conducted. You'll see all the newest, most useful and most innovative industry tech in a series of 8-minute product-only demos (no sales pitch) and then you'll get instant access to the teams behind that tech. Plus, at the end of the conference, we'll award those with the most promising solutions, as measured by your vote! Click here to read details on the products being demonstrated.
YouNegotiate - 1:30
MRS BPO's Adam - 1:40
Revenly - 1:50
iA Case Law Tracker - 2:00
Final demo company TBA
3:00-3:30 PM
Exhibit Hall & Networking Break
Visit the Exhibit Hall to compare solutions, talk with vendor staff live, or schedule appointments to meet later. Visit the Lounge to connect with other attendees for instant video chats, participate in polls and see how others are responding, and check out our Interaction Leaderboard to see who is gaining the most benefit from iAST by maximizing their participation. And more.

3:30-4:30 PM - Masterclass Workshops

1. The Quickly Changing World of Debt Sales: Everything you Need to Know to Inform Your Current and Future Debt Sale Considerations.
Debt sales as a strategy will look very different post-COVID-19. An increase in volume for sale, combined with limited capital to purchase, may create the perfect storm. NLEX will share the facts and data you need to size the impacts of this change to your existing strategy and to educate you on how best to leverage debt sales as a strategy in the future.
Speaker:
Van Millis, Senior Vice President, NLEX
Kaye Dreifuerst, President, Security Credit Services
Joshua F. Pinkowski, CEO, Client Services, Inc.

2. Judgment Strategies Coming out of COVID-19
This session will provide thought leadership on the current and future of judgments, with a specific focus on those judgments in your portfolio that have gone dormant. What now?
Speaker:
Amy Nodine, Executive Vice President, InvestiNet
Aaron Brooks, Senior Director of Strategy and Analytics, InvestiNet

3. How Free Credit Counseling Can Benefit Consumers AND Your Strategy
Credit Counseling has become a quiet part of the distressed debt eco-system. Now more than ever, we need to be helping consumers in every way available. Credit counseling is a free resource for many and has new and creative solutions to offer consumers. This session will serve to educate leaders on how credit counseling can mutually benefit your customers and your strategies.
Speaker:
Chris Viale, President & CEO, Cambridge Credit Counseling
Rebecca Steele, President & CEO, National Foundation for Credit Counseling
Kristen Holt, President & CEO, GreenPath Financial Wellness
Mike Croxson, President and CEO, Consumer Education Services, Inc.
Judy Sorensen - President, National Foundation for Debt Management

4:30-4:45 PM
Conference wrap-up and Demo Awards

4:45-5:30 PM
Final Exhibit Hall & Networking Session

Agenda Day 1

July 21, 2020 (all times EDT, all sessions online)

Agenda Day 2

July 22, 2020 (all times EDT, all sessions online)

Agenda Day 3

July 23, 2020 (all times EDT, all sessions online)