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| Featured Keynote Speaker |
Topic and Bio |
Todd Buchholz
Trend Forecaster, Investor, Author
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Title: Building Prosperity in a Chaotic Economy
About Todd Buchholz:
Todd Buchholz "lights up economics with a wickedly sparkling wit," says the Associated Press. He recently jousted with James Carville and Ben Stein, and Successful Meetings Magazine named him one of the "21 Top Speakers for the Twentieth Century." His editorials in the Wall Street Journal correctly forecast the 2001 slowdown in the U.S., and the New York Times has turned to him to decipher terrorist threats and the job market. "Witty, iconoclastic and engaging" says the Wall Street Journal of Buchholz, while BusinessWeek raved about his book Market Shock, which warned of quicksand facing the stock market. He entertains audiences, showing them how to thrive in a chaotic economy, while gearing up for prosperity.
... Read More »
A former director of economic policy at the White House, a managing director of the $15 billion Tiger hedge fund, and an award-winning economics teacher at Harvard, Buchholz targets his entertaining remarks to the cutting edge of economics, finance, and business strategy. He has been a senior economic adviser to President Bush and is a frequent commentator on ABC News, PBS, and CBS, and recently hosted his own special on CNBC. Buchholz has debated such luminaries as Lester Thurow, Robert Reich and Nobel Laureate Joseph Stiglitz. He is the Co-Founder of Enso Capital and Managing Director of Two Oceans Fund, a real estate fund.
He has authored numerous books that have been translated into a dozen languages and are used in universities nationwide, the likes of which include Harvard, Brigham Young and Princeton. His latest books, New Ideas from Dead CEOs: Lasting Lessons from the Corner Office (Harpercollins) and a financial thriller The Castro Gene were released to wide acclaim in 2007. New Ideas from Dead CEOs was named a "best book of the year" by Entrepreneur. Market Shock: 9 Economic and Social Upheavals that Will Shake Our Financial Future, received rave reviews and was dubbed "outstanding" by the Wall Street Journal. Buchholz is also author of the best-selling New Ideas from Dead Economists, From Here To Economy, and Bringing the Jobs Home, which were lavishly praised by The New York Times and Financial Times. New Ideas from Dead Economists has been named a "classic" by the American Economic Association.
Buchholz is a coproducer of the Broadway smash hit Jersey Boys, and he has penned articles for the New York Times, Wall Street Journal, Forbes, and Reader's Digest. He delivered a lecture at the White House entitled "Clarity, Honesty and Modesty in Economics," and has been a keynote speaker before IBM, Citibank and the U.S. Chamber of Commerce.
Before joining Tiger in 1996, Buchholz was President of the G7 Group, an international consulting firm, whose clientele included many of the top securities firms, investment banks and money managers in New York, London, and Tokyo. From 1989 to 1992 he served at the White House as a Director for Economic Policy. Buchholz won the Allyn Young Teaching Prize at Harvard and holds advanced degrees in economics and law from Cambridge and Harvard. He also holds several engineering and design patents.
Books:
The Castro Gene
New Ideas from Dead Economists: An Introduction to Modern Economic Thought
New Ideas from Dead CEOs: Lasting Lessons from the Corner Office |
| Speakers |
Topic and Bio |
Amanda Aghdami
Capital One
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Title: Agency Management: Chaos or Control
About Amanda Aghdami:
Amanda began her career with Ernst & Young LLP working in the Insurance Practice Group as a CPA and auditor. After Ernst & Young, she moved to The Pittston Company (now Brink’s) where she ultimately assumed the role of Controller and Chief Accounting Officer responsible for global reporting and forecasting for the $4 billion diversified conglomerate and its three publicly traded tracking stocks. After receiving her MBA from Duke University, The Fuqua School of Business, Amanda joined Capital One in operations. At Capital One, she has held various positions in Customer Management leading operations and innovation teams implementing new products and capabilities. Today, she is a VP in Capital One's US Card Recoveries division and is responsible for asset sales, contingency collections, central strategy and analysis and several horizontal functions. Amanda has volunteered extensively over the years to benefit families at risk and has served on a number of community boards. Amanda, her husband, and their three children live in Richmond, Virginia. |
Timothy James Bauer
Academy Collection Service, Inc.
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Title: The Debt Settlement Debate
About Timothy James Bauer:
Tim Bauer is an ARM (Account Receivables Management) executive with a wide range of experience in M&A, Operations, Sales & Marketing, and Portfolio Acquisitions.
Tim has been CEO of Academy Collection Service, Inc (ACS) since September, 2007. At ACS he is responsible for all company operations.
From June of 2004 through October of 2006 Tim was with Outsourcing Solutions Inc (OSI) and OSI Portfolio Services (OSIPS). During this time Tim held dual simultaneous roles. He was Executive Vice President of OSI, responsible for all sales and marketing efforts and he was President of OSIPS, responsible for Portfolio Acquisitions.
... Read More »
Prior to joining OSI, Tim was Executive Vice President of Business Development at Risk Management Alternatives, Inc. (RMA). Tim was with RMA from January 1997 though February, 2004. During his tenure at RMA, he was responsible for all business development issues for and with RMA clients. In light of his unique background, he was also responsible for the creation, implementation, and ongoing supervision of the RMA Attorney Network, as well as the creation of new product offerings for RMA which took advantage of the resources of an in-house legal network.
Prior to moving into the business development role at RMA, Tim was RMA's Chief Operating Officer. As Chief Operating officer he was involved in management of the company's 25 operating centers.
At RMA Tim was also involved in nine (9) separate acquisitions; from identification of the target, to negotiation of LOI's, to closing, and finally, to post-closing integration of those acquisitions
Before joining RMA, Tim was a Senior Vice President of the Legal Products Group for Nationwide Credit, Inc. (NCI). At NCI, Tim inherited legal forwarding departments that had relationships with over 500 attorneys and law firms throughout the United States. During his tenure at NCI, Tim reduced the number of attorneys and law firms who received new business from NCI to a more manageable roster of approximately 100 law firms. He has also introduced new technology into the department to allow greater ease and flexibility into the management of the attorney network.
Prior to joining the "Agency" world, Tim spent 15 years as a Shareholder with the Minneapolis law firm of Messerli & Kramer, P.A., where he was head of that firm's Credit/Collections Department.
Tim was one of the founding members of the first national attorney network, the American Association of Creditor Attorneys (AACA). He was President of that organization from 1991-1992 and Vice-President from 1987-1991 and from 1992-1995.
Tim obtained his B.A. from St. Mary's University of Minnesota and his J.D. from Loyola University of Chicago, School of Law.
Mr. Bauer is high profile in the ARM space. He is a frequent speaker at Credit and Collections conferences on issues ranging from "Current Trends in the Collection Business" to "Legal Networks" to "FDCPA Compliance" to "Technology Advancements".
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Eric M. Berman
Eric M. Berman, P.C.
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Title: The Legal Process: Default Judgments as a Recovery Tool
About Eric Berman:
ERIC M. BERMAN is the President of Eric M. Berman, P.C., a leader in the collection industry whose national collection practice includes consumer and commercial collections, creditor's rights and FDCPA defense litigation. The firm's offices are in New Jersey, New York, North Carolina, Pennsylvania and South Carolina. The firm litigates in those States and collects nationally on behalf of its clients.
Eric is President of the Commercial Lawyers Conference of New York and a former Director of the National Association of Retail Collection Attorneys (NARCA). He is also a member of the ACA International Member Attorneys Program, the Commercial Law League of America, DBA International, NARCA, and several State and local Bar Associations.
... Read More »
Eric's articles on Meaningful Attorney Involvement have been published in the New York Law Journal, the DePaul Business and Commercial Law Journal and the NARCA Newsletter. He has spoken on behalf of the collection industry at Hearings held by the New York City Department of Consumer Affairs, prepared and submitted "White Papers" in support of industry positions and Memorandums in Opposition to proposed anti-collection state legislation. Eric has served as a Moderator and Speaker on a variety of collection topics at conferences presented by the American Collectors Association, Commercial Law League of America, DBA International, National Association of Retail Collection Attorneys, and Source Media, among others.
In addition to his collection and commercial litigation law practice, Eric has served as a Commercial Arbitrator for the American Arbitration Association and as an Impartial Hearing Officer for the New York State Department of Education. He was a founding member of the New York State Bar Association's Entertainment Arts & Sports Law Section and the first editor of that section's Journal. A former full-time musician, he continues his practice as tubaist and bassist with the klezmer band , Kapelye, with whom he has toured North America and Europe, appeared in the motion picture, The Chosen, and recorded six records. He combined his legal skills with his love of music in his fourteen years of pro bono service as Vice-President - Counsel for the Symphony of Long Island, and as an Adjunct Assistant Professor at Hofstra University.
Eric's Juris Doctor is from St. John's University School of Law. His B.A. is from Hofstra University, and his M.A. and Ph.D. are from New York University. He is admitted to the practice of law in the States of New York and Pennsylvania, the Southern, Eastern and Western Districts of New York, the Eastern and Western Districts of Pennsylvania, the Third Circuit Court of Appeals and the United States Supreme Court. His biography appears in Who's Who in American Law and the International Who's Who in Music.
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Tracy Berry
Centura Health
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Title: Healthcare Financial Management Outsourcing Panel
The Changing Landscape in Managing Healthcare Receivables
About Tracy Berry:
Tracy Berry is the Senior Vice President of Revenue Management at Centura Health. Based in Denver, Centura Health is the largest health care provider in Colorado and one of the state's largest private employers, operating twelve hospitals, seven senior residences and home care and hospice services. Ms. Berry is responsible for revenue cycle operations for the hospital based services. Collections are $1.4 billion annually.
... Read More »
Previously, Ms. Berry was with Tenet Healthcare Corporation as Vice President of Patient Financial Services, where she was responsible for collections of $3 billion and a team of 1,100 employees. In this role, she led the creation of Tenet's national Medicare center and the redesign of all self-pay collection processes. Ms. Berry spent more than 10 years as a health care management consultant first with APM/CSC Healthcare and later as a Principal at The Chartis Group.
Ms. Berry is a member of the American College of Healthcare Executives and the Healthcare Financial Management Association. She earned her Bachelor of Science degree in Medical Record Administration from the University of Kansas Medical Center and a Master's degree in Health Science Administration from Wichita State University.
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Mary Beth Briscoe
FHFMA, CPA,
Former National Chairman of HFMA
UAB Health System
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Title: Healthcare Financial Management Luncheon
About Mary Beth Briscoe:
Ms. Briscoe served as a voluntary Chairman of the Healthcare Financial Management Association (HFMA) during the 2007-08 term, beginning June 1, 2007.
Ms. Briscoe is CFO, University Hospital, UAB Health System, Birmingham, Alabama.
A member of HFMA since 1984, Ms. Briscoe's involvement with the National Association includes serving on the Managed Care Forum Advisory Council (1996-99), the National Advisory Councils (1999-00), the Board of Directors (2000-03 and 2005-08), as chairman of the Audit & Finance Committee (2005-06), as chairman of the Strategic Planning Committee (2006-07), and the Executive Committee (2005-08), served as chairman in 2007-08. Ms. Briscoe also served the Alabama Chapter as Vice President, Treasurer, Secretary, President-Elect, and President. She has received the Follmer Bronze, Reeves Silver, Muncie Gold, and Medal of Honor merit awards.
... Read More »
Ms. Briscoe, a Fellow of HFMA, a Fellow of The American College of Healthcare Executives, and a Certified Public Accountant, earned her BS degree in Accounting from the University of Alabama, Tuscaloosa, and her MBA from the University of Alabama, Birmingham. |
Dan Buell
Experian
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Title: Operational Strategy Session
Understanding Scoring, Segmentation and Skip Waterfall Panel
About Dan Buell:
Dan Buell joined Experian in June of 2005 and manages the Collections line of business of recovery and collections solutions for Experian. Prior to joining Experian Dan served as the Chief Operating Officer for Singer, Bach & Associates, a niche B2B servicing agency and as the Business Unit President for Americall Group, Inc/SR Teleperformance, a Paris-based company that is the largest outbound dialing organization in the world. Dan also served as Chief Operating Officer for Machol & Johannes, P.C. the largest collections law firm in Colorado and Director of Information Services for OSI. Dan began his career in the receivables management industry with leading software developer Ontario Systems.
... Read More »
Dan's unique background of Operations, Business Development and Technology along the collection agency, debt buyer and law firm practices both domestically and internationally uniquely position him to understand the needs of our client base. Dan has lead high growth, turnaround, startup and mature businesses across the span of his career.
Dan is a veteran industry speaker having spoke at the 2008 Platt's Utility Collections Conference, 2007 Debt Connection Symposium, 2007 Debt Buyer's Association Conference, 2006 NARCA Conference, 2006 Vision Conference, 2006 Spring Telecommunication Risk Management Association Recovery Conference, 2006 Collection Technology Summit, 2005 Collection Technology Summit, 2005 Progressive Group Alliance CEO Summit, 2004 TSYS Recovery Conference and the 2004 HSBC User Symposium. Dan has also been featured in many various trade publications.
In addition to his professional experience, Dan has consulted with three of the top six bankcard credit grantors and processors in the world.
Dan is a member of a number of professional organizations including the ACA, DBA and Turnaround Management Association.
Dan graduated from Ball State University and holds a MBA with honors.
Dan is married with three children.
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Adam S. Cohen
Phillips & Cohen Associates, Ltd.
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Title: Reverse Collections: The Offshore Client
About Adam S. Cohen:
Adam S. Cohen, Esq. serves as Co-Chairman/CEO of Phillips & Cohen Associates, Ltd., a collection agency servicing the industry's leading creditors and debt buyers in the US, Canada and UK. In addition to providing traditional recovery services, Phillips & Cohen Associates offers unique and innovative programs and is recognized as the market leader in comprehensive deceased debt recovery. Educated at The George Washington University and Villanova University School of Law, Mr. Cohen has overseen operations at Phillips & Cohen Associates from one office at inception to six domestic and two international sites comprising approximately 650 employees. |
Don Davey
First Data
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Title: Operational Strategy Session - Utilizing and Optimizing Contact Solutions
About Don Davey:
Don Davey recently joined First Data as Director, Professional Services Receivables Management.
Don is a leader and innovator with 19 years experience creating value in the receivables management industry at creditors, collection agencies, analytics and technology vendors. His experience is wide-ranging: from running a collection call center operation in Germany to helping develop and market cutting edge collection analytics and decisioning products.
... Read More »
Davey has served in senior positions at Citicorp, Nationwide Credit, GE Capital, Asset Management Outsourcing, Fair Isaac, First Data and most recently as Senior Vice President of Consumer and Business Banking Collections at Regions Financial.
He is a graduate of the University of Idaho and served six years as an officer in the United States Marine Corps.
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Alexander Dunlap
Wells Fargo Financial Resources, Inc.
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Title: The Debt Sales Debate: Pros and Cons
About Alexander Dunlap:
Alexander I. Dunlap is responsible for marketing all charged-off debt sales for Wells Fargo Financial, Inc. and its subsidiaries. Alex joined the company in 1993, accepting a position in the Treasury Services department. In 2003 Alex joined Resources and was responsible for corporate development with respect to new markets, mergers and acquisitions, and new products, which might arise from acquisitions. He began his current responsibilities in 2005. Alex was raised in Chicago, Illinois. He earned a bachelor's degree in business administration from Boston University and a master's of business administration from University of Iowa. Alex serves on the Board of Directors for Elim Christian Fellowship Church of Des Moines and Greater Des Moines Habitat for Humanity. He and his wife Darlene have three children and live in Des Moines, Iowa. |
Kelli Edmonds
Chase Auto Finance
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Auto Finance Peer Group Moderator
Description: The Auto Finance Peer Group break out session provides auto creditors the opportunity to meet with industry peers to discuss auto recovery issues, challenges and best practices. During the break out session, Kelli Edmonds of Chase Auto Finance will facilitate discussions related to the current economic situation, its impact on auto recoveries, and the best practices of industry leaders to manage recovery operations through these challenging times. The session will be an interactive open forum providing attendees the opportunity to share their experiences, thoughts and plans for the future.
About Kelli Edmonds:
Kelli is a graduate of Emporia State University with a Bachelor's degree in Business Management. She started her career in the credit and collections industry in 1987 at Sallie Mae, holding various positions of increasing responsibility. Following her ten year tenure with Sallie Mae, Kelli completed the Management Development Program at GE Capital where she completed the GE Six Sigma Quality Green Belt certification and was responsible for the Customer Service division for GE's Consumer Direct Lending business. Prior to joining Bank One in 2003, Kelli worked at Citibank where she held several management positions within their CitiCards Recovery division.
... Read More »
Kelli currently oversees the Outsource Recovery department at Chase Auto Finance, which is responsible for the outsourcing of auto finance deficiency, real estate secured, deficiency and unsecured portfolios, end-of-term lease and commercial accounts to collection agencies and law firms as well as portfolio asset sales.
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Matt Edmunds
SoundBite
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Title: Operational Strategy Session - Utilizing and Optimizing Contact Solutions
About Matt Edmunds:
As the GM of Collections at SoundBite, Matt is responsible for the overall success of all collections applications across industries by leading and supporting sales, marketing, consulting, and product development activities. He has more than a decade of hands-on industry and operational expertise having worked closely with U.S. collections agencies and financial institutions. Before joining SoundBite, Matt was the SVP of Bankcard Operations for OSI where he managed multiple sites and clients and as a SoundBite client gained first-hand knowledge of the solution.
... Read More »
Prior to joining OSI, Matt spent over five years as the Group Manager and leader of the Capital One Recoveries Agency Management team. During this time, Matt and his team built one of the largest supplier networks in the industry while also spearheading the application of leading-edge analytics and strategies into Capital One's recoveries business. Earlier in his career, Matt led large call center teams and a site startup within Capital One's Fraud Operations division.
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Bruce Gray
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Title: Agency Management: Chaos or Control
About Bruce Gray:
Bruce Gray has over 25 years experience in the ARM Industry with a focus on operations, sales & marketing and business evaluation & integration.
Bruce was formerly President and CEO of Creditors Interchange Receivable Management, LLC. Under Bruce’s leadership CI grew to become one of the premier agencies servicing the ARM Industry. He is one of a relatively small group of industry professionals who has worked on both the creditor and third-party side of the business. Bruce also has previous agency experience and held senior and executive level positions in the collection and recovery operations of several top five banks. Bruce received his Bachelor of Science from Adelphi University.
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John Griggs
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Title: The Great Debates - Moderator
About John Griggs:
John R. Griggs is a professional independent management consultant with over thirty years experience in all aspects of financial services, including sales, credit policy, underwriting, servicing, collections, loss mitigation, finance, treasury, risk management, systems and human resources. His management experience includes portfolios as large as 1.8 million customers and $24 billion serviced by four service centers with 1600 employees. His background also encompasses a wide variety of loan products as well, including mortgages, sub-prime mortgages, high LTV mortgages, auto, sub-prime auto, home equity, sub-prime home equity, unsecured loans, and securities brokerage.
... Read More »
John's previous employment includes seven years at Capital One Auto Finance where he was Managing Vice President of Customer Servicing, leading all of the customer service, collections, repossessions, vehicle remarketing, recoveries, document management, and payment processing activities for their $24 billion auto portfolio.
Prior to joining Capital One, John's experience includes twenty-seven years with Citigroup, Household International (now part of HSBC), and Banc One in both operations and financial roles, and was Chief Financial Officer of two of their subsidiaries.
John has served on the Board of Directors of the National Automotive Finance Association and the Boards of Directors and Executive Committees of the American Financial Services Association and the National Home Equity Mortgage Association. He was also one of the organizers and initial Board members of the Consumer Credit Counseling Service of Greater Chicago, now one of the largest consumer credit counseling services in the U.S., and served as its Chairman for two terms. He currently serves on the Board of Directors of American Coradius International, LLC.
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Jeff Hurst
Florida Hospital
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Title: Healthcare Financial Management Analytics & Technology -
Recovery Management Tools from the Financial Service Industry
About Jeff Hurst:
Jeff Hurst is the Vice President of Revenue Management for Florida Hospital, a seven-campus healthcare system in Orlando, Florida, with 1,916 licensed beds and $1.7 billion in annual net revenue. In his current role, Jeff provides executive oversight and administrative guidance to Florida Hospital’s Revenue Cycle Team, representing 733 FTEs in five departments, including Patient Access, Patient Financial Services, Health Information Management, Revenue Management, and Professional Collection Systems. Jeff has been with Florida Hospital since February 1996, serving in various roles, including Financial Analyst, Financial Manager, Director of Ancillary Financial Services, Director of Patient Financial Services, and Assistant Vice President of Revenue Management. Jeff also served as the Vice President of Finance and Administration for World Telehealth Corporation from March 2000 – June 2001, and as a Russian Linguist in the United States Air Force from 1984 – 1994. Jeff earned a Bachelor of Arts degree in International Studies from the University of Nebraska at Omaha in 1991, and a Masters of Business Administration from Creighton University in 1993.
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Steve Leckerman
NCO Financial Systems, Inc
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Title: Impacts of the Economy on Operations
About Steve Leckerman:
Mr. Leckerman joined NCO in 1995 as senior vice president, Collection Operations and became executive vice president, U.S. Operations in January 2001. He was promoted to COO Accounts Receivable Outsourcing in 2003 and in December 2006, Mr. Leckerman became Executive Vice President of Global Services, COO – Accounts Receivable Management and Customer Relationship Management. Among his accomplishments are the development and implementation of Company-wide performance monitoring methods and procedures. He implemented and managed major contracts, including the U.S. Department of Education. He coordinated deliverables, program implementation, and reporting, and implemented work standards for NCO collectors across all sites.
... Read More »
Mr. Leckerman has been responsible for implementing collection programs for clients in various industries, ensuring that the appropriate resources are available and that client expectations are met. He develops corporate collection methodologies and strategic planning. He coordinates and oversees all programs for financial, utility, healthcare, and student loans. He works closely with clients to develop custom collection programs and ensure the success of the program.
Previously, he directed the overall operation of all inbound and outbound dialer activities, including planning, organizing, and directing interdepartmental functions to maximize productivity and ensure profitability. He also served as a training supervisor, implementing control measures to ensure compliance with the Fair Debt Collection Practices Act (FDCPA), due diligence requirements, and applicable federal and state laws.
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Fred Landrum
Accounts Receivable Technologies
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Title: Healthcare Financial Management Outsourcing Panel
The Changing Landscape in Managing Healthcare Receivables
About Fred Landrum:
Fred Landrum is co-owner as well as Chief Operating Officer for Accounts Receivable Technologies (ART), a national debt collection firm. He started his career in receivable management in 1978 with Capital Credit Corporation's Atlanta office, where he rose through the ranks to become Capital's General Manager of the New York branch in 1980. In 1986, he started his own company, Premier Credit Control (PCC). It was at PCC that Fred developed a reputation for using innovation in his approach to his clients' needs.
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In 1994, Fred sold PCC to CRW Financial, a publicly traded receivable management company headquartered in the Philadelphia area. While at CRW, Fred held three senior level positions, Regional Vice President, Director of Business Development and ultimately Director of Operations for the national company. Fred was the Director of Operations for the New Jersey healthcare office of NCO and served as President for ACB Receivables Management.
In response to a need by a significant healthcare debt buyer, Fred developed a collection agency network. The network has been expanded to service large credit grantors of all types, including debt buyers in the healthcare space. During the past year and a half, ART's network, under Fred's management, has grown to over 30 agencies and has been assigned over $4 billion dollars in medical debt encompassing approximately 4.2mm accounts from 81 hospitals. He currently wears two hats; one as an agency owner and the other as a network manager.
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James Christopher Lee
Asset Acceptance Capital Corp.
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Title: Operational Strategy Session - Understanding Scoring, Segmentation and Skip Waterfalls Panel
About James Christopher Lee:
As Vice President of Strategy and Analysis for Asset Acceptance Chris' primary responsibilities include liquidation strategy for purchased portfolios, inventory management, corporate strategy, information acquisition, and managing the Asset Acceptance agency network. Prior to joining Asset Acceptance, Chris was with Capital One where he worked with its purchased debt division. |
Thomas A. Lee
Becket & Lee LLP
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Title: Impacts of the Economy on Operations
About Thomas A. Lee:
Tom is a Managing Partner in the Malvern, PA, firm of Becket & Lee LLP, which specializes in nationwide representation of creditors and the servicing of their accounts in bankruptcy matters. Having represented creditors for over 20 years, Tom is a frequently requested speaker on creditors' rights and bankruptcy issues. He has also worked extensively with bankruptcy trustees and other bankruptcy professionals, providing his expertise on projects of national significance, such as the process of transfer of claims and a national database of bankruptcy cases.
... Read More »
Tom received his B.A. from Villanova University and his J. D. from Villanova University School of Law.
He is a member of the National Association of Chapter 13 Trustees, the National Conference of Bankruptcy Clerks and the National Association of Bankruptcy Trustees. Tom is also a member of the American Bankruptcy Institute and has served as Vice Chair of their Consumer Bankruptcy Committee.
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Steve Levin
Connance, Inc.
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Title: Healthcare Financial Management Analytics & Technology
Recovery Management Tools from the Financial Service Industry
About Steve Levin:
Steven is a co-founder of Connance, following a nearly two-decade career
as a management consultant with Monitor Group, an international
management consulting firm. At Monitor, Steven was a Senior Partner and
worked extensively in healthcare. Among Steven's experience was acting
as senior advisor to Tenet's recent revenue cycle restructuring.
Connance's technology-based solutions help hospitals and third party
revenue cycle partners improve patient collections. Combining the
experiences of numerous leading hospital systems with Fair Isaac
Corporation's predictive analytics, Connance's Web-based agency
management platform, account decisioning tools and benchmark reports
increase cash, reduce costs and improve the patient experience
throughout the collection process. |
David Mertz
Compliance Security Partners LLC
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Title: Compliance and Security
About David Mertz:
David Mertz, COO with Compliance Management Partners, LLC, has spent the last five years immersed in compliance and data security issues. Whether the data security requirements are Federal - HIPAA, FACTA, FCRA, FTC, GLBA, State - 40 states have followed California's lead, or industry based - PCI DSS, BITS, ISO 27000, Mertz has worked with clients in building and implementing efficient and cost effective information security programs. Mertz has been panelist on webinars discussing a wide variety of PCI related issues on behalf of Tripwire. Mertz writes a monthly article for the GreenSheet on data privacy regulations - a trade publication for the payment card industry. And, Mertz has spoken at national and regional seminars regarding compliance and data security issues. |
Paul McCoy
Columbia Credit Union
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Title: The Debt Sales Debate: Pros and Cons
About Paul McCoy:
As Vice President of Collections at Columbia Credit Union, Paul McCoy's efforts and expertise in assisting members in difficult situations have been phenomenal since joining Columbia in 1997. Responsible for reviewing and forecasting delinquencies and loan losses for Columbia's entire lending portfolio, Paul's team has achieved the lowest level of loan delinquencies ever experienced at Columbia.
... Read More »
Paul is a frequent speaker and panelist on accounts receivable management and collection topics for various industry associations and conferences. Along with his motivation to immerse himself in performing his job, Paul is committed to serving the community where he lives and works. Currently serving on the Board of Directors for the Credit Association of the Pacific Northwest, his passion to serve others is demonstrated in his volunteer work for the Blind Olympics, plus other community organizations and local fundraising events.
Paul holds a Bachelor of Science Degree in Management from Oregon State University with a minor in Behavioral Sciences.
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John McNamara
LiveVox
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Title: Operational Strategy Session - Utilizing and Optimizing Contact Solutions
About John McNamara:
Chief Marketing Officer for LiveVox and chairman and founder of Fidelis Recovery Solutions, Inc, John McNamara is a 25-year industry veteran with experience in all phases of collection and recovery operations with intense focus on technology applications.
Prior to joining LiveVox, John was COO for AMO, SVP of Operations for Nationwide Credit/ACB and VP of Operations for United Recovery Systems, LP.
... Read More »
John is a frequent speaker/panelist/consultant and author addressing key issues and trends in the collection industry. John was recently named to Collection Advisor magazine's list of the Top 50 Most Influential Collection Professionals for 2006. In 2007, John was appointed Vice President and Board Member of the Georgia Collectors Association and is the incoming President of the Georgia division of the ACA International.
John is a summa cum laude graduate of Kennesaw State University with a Bachelor of Business Administration degree in Finance. Lastly, John is a long suffering Kansas City Chiefs fan and a diehard Kansas Jayhawk.
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Chris Owen
TSYS Debt Management
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Title: The Legal Process: Default Judgments as a Recovery Tool
About Chris Owen:
Chris Owen is a Senior Vice President at TSYS Debt Management and Managing Director of the National Attorney Network, the leading provider of legal collection services to the credit industry. Prior to joining TDM in 2006, Chris managed various business units within Capital One's US Card Risk Operations group. In the late 1990's, Chris held a number of marketing and procurement management roles at SuperValu, Inc., the nation's leading wholesale food distribution company.
Chris earned a B.A. in Economics from the University of Richmond and an M.B.A. from Tulane University. |
John Reid
RMB, Inc.
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Title: Healthcare Financial Management Debt Sales
Title: Impacts of the Economy on Operations
About John Reid:
John C. Reid is a veteran of the accounts receivable industry and a seasoned executive. He brings a wide range of business development and sales management talent to RMB. He understands both sides of the table and plays a key part in developing portfolio purchases and sales through his valuable industry relationships. ... Read More »
Recruited to spearhead RMB's debt purchasing unit, Mr. Reid joined RMB on October 1, 2007. John's experience and track record of high growth have positively impacted both company performance as well as the company's ability to service customers and grow explosively. Prior to joining RMB, John most recently held the position of Chief Investment & Sales Officer with Hudson & Keyse, LLC, a leading purchaser of charged off receivables. During his tenure at Hudson & Keyse, Reid was involved in all aspects of the business. In addition to being directly involved in negotiating and purchasing over 150 portfolios, he held several positions of increasing responsibility, including VP of Sales & Marketing, Chief of Staff, Chief Operating Officer and Chief Investment & Sales Officer. Prior to joining Hudson & Keyse, Reid successfully created and founded Rock, Cameron & Strong, a full service customer care, BPO and call center consulting firm (Healthcare/ARM Vertical). Before its eventual acquisition, he led the company through 28 months revenue growth.
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Jim Richards
Capio Companies
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Title: Healthcare Financial Management Debt Sales
Title: Impacts of the Economy on Operations
About Jim Richards:
Jim Richards is the President/CEO of the Capio Companies. Jim has been in the collection agency business for 35 years and is considered one of the industry’s leaders in all areas of management, sales, operations, and mergers & acquisitions. ... Read More »
Jim started with GC Services in 1973. While at GC he served in all levels of management. As Senior Vice President of Operations he automated their Collection Offices, developed their Healthcare and Commercial divisions, and lead the creation of their Management Development Program.
Jim left GC in 1989 to take the position of President of Integratec the first roll up in the collection Industry. He later merged with Medaphis Service Corporation and as President acquired and integrated several firms which eventually built MSC into the largest healthcare collection platform in the nation. In 1998 Jim facilitated the sale of MSC to NCO Financial Systems (NCO) for well over a $100 million.
Jim then started Attention, LLC. Starting with a shop in Sherman, TX, they soon acquired two agencies in Atlanta, GA and Stockton, CA. Due to its success, the company did not stay independent for long; it was bought by West Corporation to give them platform and management team necessary to build a large-scale collection firm. In short, the strategy worked. Jim and his team built Attention, LLC into West Asset Management, a company today with over $300 million in annual revenue comprised of both contingent and debt purchasing revenue.
This year Jim formed Capio Partners with a team he has been working with for decades. Together they represent a “best-in-the-business” group of talent in the collection industry fields of sales, operations, legal, and finance. Focusing on healthcare, this team’s intents to build the best debt purchasing company in the nation.
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Brian Winn
Winn Law Group
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Title: Operational Strategy Session - Understanding Scoring, Segmentation and Skip Waterfalls Panel
About Brian Winn:
As one of the leading collection attorneys in California, Brian N. Winn recognized the need for creditor's attorneys to have a united voice in California. As a result, the California Creditors Bar Association (www.calcba.org) was formed in 2004, with Mr. Winn as its first President. This organization offers the California Courts, Legislature and Judiciary a single source of information for creditor's rights from more than forty California creditor law firms with the assistance of CCBA. On July 1, 2007, the California Junior Counsel approved CCBA's proposed revision creating a special collection track within Fast Track to streamline the Courts Dockets, an elimination of numerous court procedures for collection cases, saving countless resources for Courts, Lawyers, Clients and Litigants. ... Read More »
After graduating with honors from UCLA, Mr. Winn attended Southwestern University of Law and received his Juris Doctor degree in 1977. He opened his own practice in 1982 specializing exclusively in creditor's rights. In 1991, he formed Winn and Sims, A Professional Corporation. The firm has six full time and one part time attorney plus a support staff of more than 100. The law firm changing its name to the a Winn Law Group, A Professional Corporation.
Mr. Winn is a member of the California Bar Association, all four California Federal District Courts, the United States Court of Appeals, several bankruptcy attorney forums and local bar associations. He served as Judge Pro Tem for the Los Angeles Superior Court and Municipal Courts for a number of years. He continues to specialize in collections, credit union law, claim and deliveries (replevins), and civil defense work. In addition, Mr. Winn has extensive trial experience and has been awarded Martindale Hubbell's highest rating "AV".
Along with exclusively representing lending institutions, both Commercial and Consumer, for almost 28 years, Mr. Winn is a frequent lecturer to the creditor community with recent presentations on collections, post-judgment efforts, and replevins.
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Rick Wittwer
CreditAssist Financial Services
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Title: The Debt Settlement Debate
About Rick Wittwer:
Rick Wittwer is the founder of CreditAssist Financial Services. While managing collections and recoveries at WAMU, he recognized a significant opportunity for a diversified company who would capitalize on the rapid growth in consumer debt. CreditAssist was initially launched as a debt settlement company soon to be followed by a debt purchasing and collection company.
EVP – Washington Mutual Card Services Rick Wittwer was a senior executive in Washington Mutual’s Credit Card business. He had financial and operational responsibility for all Collections and Recoveries of a $26B credit card portfolio ($60MM budget, $3B in delinquencies, $1.5B NCL, 750 employees, on/off-shore collections, and $3B in charge off asset sales/year).
... Read More »
Prior to managing collections and recoveries, he was SVP at First Select (a Providian Financial company). At First Select, a top 3 debt purchasing company, he was responsible for purchased portfolio profitability ($150MM in annual revenues), portfolio acquisitions ($100MM/year investment), portfolio analytics (buy/sell), and portfolio sales. While at First Select, he developed relationships and consummated long term purchase agreements with most major financial institutions (Citi/’Associates, Discover, MBNA, BofA, Wells, Chase, and Fleet).
Prior to First Select, Rick was Vice President of partnership Marketing at GetSmart, an internet start-up acquired by Providian Financial. For this market leading internet start-up, he was responsible for all sales and partnership marketing related activities and grew revenue to $22MM and profitability. At GetSmart, he developed significant experience managing highly efficient internet marketing campaigns driving over 100,000 visitors per day The company was sold to LendingTree.
In earlier years, Rick started 2 technology companies, and managed manufacturing, technology services, and publishing companies.
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