Bankruptcy & Collections Training

January 13-14, 2025 | Virtual Learning Experience

Educational Investment: 

  • Under $100 million assets: $289 per Credit Union
  • Over $100 million assets: $399 per Credit Union

Investment includes unlimited attendees from the same credit union.

The world of the delinquent member is never boring and it never stands still.  Much has happened over the last few months that directly impact your Collections Department.  From understanding the virtual workflow to new ways to assess default risk and improving your collections calls to understanding your rights in bankruptcy, this informative and interactive session is sure to have something for you!  It is never too late to sharpen your collections skills and better position your credit union to assist troubled members who want to work with you during these unprecedented times and maximize the recovery from everyone else. 

But that’s not all!  This often-overlooked operational area is at the unfortunate crossroads of member service and compliance risk and this creates the need to be continually looking for ways to improve our performance while limiting risk.   Very few other areas have undergone a greater regulatory transformation in the last few months than collections. 

Join credit union attorney and collections consultant David Reed for an exciting virtual training event as he highlights the latest techniques, tips and trends to maximize your collections function in the new world order.  The event includes sample checklists and procedures and ample time to answer your questions.

Can you afford NOT to attend?

The session will cover:

Day One - Maximizing Collections Opportunities 
9:30 a.m. - 12:30 p.m. ET 

  • Reviewing the Foundations of Credit Union Collections
  • Maximizing the Virtual Workflow
  • New Methods for Scoring Default Risks
  • Review Regulatory Guidance on Working with Troubled Borrowers
  • Appreciating Workout Options – From Consumer Loans to Real Estate
  • Mining for Member Service Opportunities
  • Uncovering Available Rescue Resources

Day Two - Fine-Tuning Your Bankruptcy Process
9:30 a.m. - 12:30 p.m. ET

  • Overview of Bankruptcy Rules – From Filing to Discharge
  • Maximizing Recovery Opportunities
  • Avoiding Inadvertent Violations of the Automatic Stay
  • COVID and the Bankruptcy Process
  • Account Placement Checklist

 

About the Speaker:  David Reed

David Reed’s training philosophy is centered on the member service approach to effective collections. In his 30 plus years of law practice, he has been a bankruptcy and collections attorney for debtors AND credit unions. When he “saw the light”, he went to work for a credit union and became a collections manager AND then general counsel! He may be the only attorney training credit unions today who has seen collections and bankruptcy from both the members’ and credit unions’ perspectives.

Attorney, author, consultant and nationally recognized speaker, David A. Reed is a partner in the law firm of Reed and Jolly, PLLC. Through Reed and Jolly, Mr. Reed provides guidance to credit unions concerning a variety of matters including the establishment and revision of credit union policies and procedures, organizational compliance, collections, security, contractual agreements, regulatory matters and corporate governance. In addition to his legal expertise, Mr. Reed is a Certified Fraud Examiner and Chairman of a Supervisory Committee. His engaging speaking style has garnered him status as a regular lecturer nationwide on topics such as regulatory compliance, consumer lending, bankruptcy and collections.

A former trial attorney and Vice President and General Counsel of a large credit union, Mr. Reed is particularly noted as an expert in the areas of credit union operations, compliance, bankruptcy and collections. He has been selected to train NCUA Field Examination and Audit Staff on numerous issues including ID Theft Red Flags, S.A.F.E Act, Third Party Contract Management and Bankruptcy matters.


 

Registration

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CODE OF PROFESSIONAL CONDUCT

The registrant agrees to conduct his/herself in a cordial manner. KCU will not tolerate any registrant who creates a disturbance; is disrespectful to any other registrant, any member of KCU, its speakers and attendees, exhibitors, volunteers or staff. KCU reserves the right, in its sole discretion, to investigate any complaint and to dismiss any registrant found by KCU, in its sole discretion, to have violated the Code of Professional Conduct, without refund of registration fees.