Collection Series

Collections success today requires more than persistence — it demands smart, connected technology. This session shows how to fully leverage your core processor, payment systems, texting and phone platforms, and specialized collections modules to streamline operations and boost results. Learn how secure portals for account placements and vendor communication enhance compliance, efficiency, and recovery performance. Discover practical strategies to integrate tools, improve staff productivity, and elevate the borrower experience. Walk away with actionable guidance to modernize your collections process and maximize the return on your technology investments.

In today’s fast-paced collections environment, skip tracing is no longer a one-time task — it’s an ongoing, critical process that can make or break portfolio performance. This session explores the newest tools, data sources, and investigative techniques to locate hard-to-find borrowers quickly and compliantly. Learn how timing, cross-departmental data, and strategic updates throughout the account relationship can dramatically improve results. Whether handled internally or with outside partners, this program provides actionable strategies to sharpen investigative skills, reduce charge-offs, and transform skip tracing into a proactive, institution-wide advantage.

As our population ages, delinquencies among older borrowers are on the rise, creating new challenges for financial institutions. This session addresses the complexities of collecting from borrowers on fixed incomes while balancing recovery with compassion. Learn practical strategies to evaluate repayment ability, recognize financial vulnerability, tailor realistic repayment options, and document hardship situations. Attendees will gain tools to engage empathetically yet effectively, stay compliant, and navigate sensitive accounts professionally — ensuring collections reflect both strong risk management and respect for aging borrowers.

This session is designed for experienced collectors and managers ready to elevate their expertise. Moving beyond day-to-day techniques, we explore strategic frameworks, analytics, and decision-making processes that drive long-term collections success. Attendees will examine portfolio trends, risk segmentation, and behavioral indicators influencing borrower performance and recovery potential. Learn to optimize contact timing, channel selection, and resource allocation while navigating advanced compliance, cross-department collaboration, and portfolio-level performance measurement. Walk away with actionable insights to shift from reactive collections to proactive, data-driven portfolio management that enhances institutional results.

Borrower behavior changes as delinquency ages and early intervention is critical to preventing small delinquencies from becoming major losses. This session teaches how to identify at-risk borrowers, risk rate accounts, and engage at the right time to maximize repayment success. Learn proven communication strategies, leverage data and trends, and personalize outreach for the greatest impact. Attendees will gain actionable tools to strengthen recovery, protect borrower relationships, and significantly reduce charge-offs through proactive, structured early intervention.

Effective repossession goes beyond recovering collateral — it requires managing a complex process, partners, and compliance obligations from start to finish. This session covers the full lifecycle of repossession, including early decision-making, vendor coordination, documentation, and final deficiency collection. Learn strategies for borrower communication, regulatory compliance, and loss minimization while protecting institutional reputation. Attendees will gain practical insights to create a consistent, compliant, and well-controlled repossession process that improves outcomes, reduces risk, and strengthens overall portfolio performance.