Agenda

Agenda

Current as of 6/14/24 and subject to change at any time.

Sunday, August 4, 2024
10:30 a.m.-12:00 p.m. Guided Nature Hike
2:00 p.m.-6:00 p.m. Registration Desk Open
5:00-6:00 p.m. CEO Roundtable & Happy Hour
By invitation only
CDRI
6:00-9:00 p.m. Mountain Lawn Welcome Happy Hour & Dinner
Fire pits, live band, open bars, amazing food selections, axe throwing and wolf puppy petting with photo opportunities
CFT Pay

 

Monday, August 5, 2024
7:30 a.m.-2:00 p.m. Exhibitor Room Open
7:30 a.m.-12:00 p.m. Registration Desk Open
7:30-8:30 a.m. Networking Breakfast
Buffet style
8:30-9:00 a.m. Conference Welcome Ceremony & CDRI State of the Industry Update
Cliff Andrews, CDRI CEO
9:00-9:45 a.m. A Look into the Crystal Ball with Operator Executives
Insights into current industry trends and its future evolution
Moderated by Corey Butcher, Financial Freedom Group
Howard Dvorkin, Debt.com
Tomas Gordon, ClearOne Advantage
Randi Sellari, J.G. Wentworth
9:45-10:30 a.m. Achieving Settlement Negotiations Success
A dynamic conversation about industry compliance, how we work together, potential upcoming changes and finding collaborative solutions
Moderated by Teresa Dodson, Greenbacks Consulting
Kellie Belote, Alleviate Financial Solutions
Kelly Decker, Beyond Finance
Joshua DeLeon, Cavalry Portfolio Services
Amanda Gazos, Bayview Solutions
Dave Hanrahan, Kredit
10:30-11:00 a.m. Networking Coffee Break
Dealing with Debt
11:00-11:45 a.m. Compliance Hot Topics
A discussion covering AI safeguards, 1:1 opt-in TCPA rules, a CFPB update, CROA violations, rank and review sites, social media marketing, and more
Moderated by Erica Franqui, The Franqui Firm
Michael Goodman, Hudson Cook
Lori Lasher, J.G. Wentworth
Michael Thurman, Thurman Legal
Steve Walchek, Liminal
11:45-12:30 p.m. Growing Your Success with Processor Partnerships
Covering current market trends, innovations in service delivery and products offered, creditor relations, working with DSPs to improve efficiencies and increase retention, compliance hot issues, and AI integration
Moderated by Nick Kosmas, ClearOne Advantage
Kris Kehler, Forth
Steve Petrevski, Global
Mohit Sofat, CFT Pay
12:30-2:00 p.m. Opening Lunch with Live Music
Reliant
2:00-4:30 p.m. Epic Mountaintop Networking
Gondola chair lift ride to private alpine lodge with amazing vistas, music, games, birds of prey flight demonstrations with pictures, and craft beer & wine
Forth
5:00-10:00 p.m. Free Time: Evening in Vail Excursion
Explore the iconic town of Vail, shopping and dining with friends and clients. Rotating shuttle service will be provided with sign up required.
9:30-10:30 p.m. Patio Fire Pit Networking Night Cap
Lending Science

 

Tuesday, August 6, 2024
7:30 a.m.-3:00 p.m. Exhibitor Room Open
7:30-8:30 a.m. Networking Breakfast
Buffet style
8:30-9:15 a.m. Regulatory & Legislative Hot Topics
A discussion about pivotal advocacy efforts in key states and a review of recent successes with serial plaintiffs
Moderated by Cliff Andrews, CDRI
Shawn Council, Council Law Group
Nick Kosmas, ClearOne Advantage
David D’Onofrio, The Casey Group
Abigail Stempson, Kelley Drye & Warren LLP
9:15-10:00 a.m. The Debt Settlement Industry, Regulatory Environment, and the Pursuit of Institutional Capital
Examine the strategic engagement and challenges of attracting institutional capital in this regulatory milieu, and discover how adherence to regulations can create robust opportunities for sustainable growth and trust in the debt settlement market by top tier institutional players
Felix Shipkevich, Shipkevich PLLC
10:00-10:15 a.m. Networking Coffee Break
Dealing with Debt
10:15-11:15 a.m. The Marketing Edge with Q&A
A deep dive into lead gen and qualification, analytics, AI integration, and more featuring a live Q&A
Moderated by Brandi Wire, Better Debt Solutions
Brent Biggs, Data Score
John Lesnik, Lending Science
Miron Lulic, SuperMoney
Don Silvestri, Debt.com
11:15 a.m.-12:15 p.m. Staffing the Right Way
Beat the Great Resignation and recruit strategically
Justin Anderson, Culture Index
12:15-12:30 p.m. CDRI Annual Member Meeting
CDRI Representatives Cliff Andrews, Camilo Concha, Tomas Gordon and Nick Kosmas
12:30-2:00 p.m. Conversations That Matter: Better Connections | Women of Debt Relief Keynote Speaker Lunch featuring Jess Pettitt
What if you could engage in difficiult conversations with difficult people with more confidence, humor, and ease? Understanding yourself and others as “differently right” gives you the tools to intentionally design teams, groups, and partnerships that can bring value to a single project or your entire organization.
Women of Debt Relief
2:00-3:00 p.m. Breakout Sesssions
Open Banking Solutions to Foster Client Retention; Creditor Negotiations Roundtable; Strategic Relationships Matter: Tax Relief Solutions; Compliance and Legal Roundtable; Capital Insights: Transforming Business Growth with Investment Partners; Nominated Peer Group Panel 
3:00-6:00 p.m. Pool and Spa Leisure Time
6:00-8:00 p.m. Awards and Entertainment Dinner
Featuring our sponsor raffle 
Global Holdings
8:00-10:00 p.m. Wild West Closing Celebration
Western-themed evening featuring live music, open bar and dessert bar
GRT Financial