with Exhibitors Arizona Ballroom IV-VIII 2 2 0 0 0 0 8 8 C C o o l l l l e e c c t t i i o o n n s s C C o o n n f f e e r r e e n n c c e June 4-6, 2008, Hyatt Regency Gainey Ranch, Scottsdale, AZ Wednesday, June 4, 2008 4:15 3 5:15 p.m. Responding to the Challenging Economic Environment 3 Banker Panel Regency ABC Piotr Kaminski , Moderator Associate Principal McKinsey & Company New York, NY Lorenza (Lo) McEachin Senior Vice President, Retail Collections U.S. Bank Cincinnati, OH Frederick Troncone Senior Vice President, Collections Fifth Third Bancorp Cincinnati, OH Gary Urschler Vice President and Manager, Portfolio/Default Management PNC Bank, N.A.<br><br> Pittsburgh, PA The current collections environment has changed and maintaining the traditional status quo is no longer an option. Collections managers have to adjust their strategies to respond to the changing hierarchy of payments. This session examines how to best manage your people, your processes, and your portfolios to keep up with the rising delinquency rates across all consumer loans.<br><br> 5:15 3 6:15 p.m. Cocktail Reception with Exhibitors Arizona Ballroom IV-VIII Thursday, June 5, 2008 7:15 a.m. 3 6:15 p.m.<br><br> Registration and Exhibit Hall Open Arizona Ballroom IV-VIII 7:15 3 8:15 a.m. Continental Breakfast with Exhibitors Arizona Ballroom IV-VIII 8:15 3 9:00 a.m. Future Course of the US Economy Regency ABC Jeff Thredgold President Thredgold Economic Associates Clearfield, UT It is more important than ever to stay informed about the economy and the pressures your customers are under as energy and consumer goods costs skyrocket.<br><br> Gain insight into current market conditions, economic trends, and where the economy may be headed. 9:00 3 9:45 a.m. Defining Your Collections Culture: Hiring and Retaining the Right People Regency ABC Kathleen Legg Assistant Vice President U.S.<br><br> Bank Portland, OR Rick Sullivan Assistant Vice President, Collections Administration Training Manager Huntington National Bank Columbus, OH During these challenging times it is more important than ever to keep staff turnover rates low. The first step to retaining the right people is to make sure you are hiring the right people. Hear how institutions have defined the culture of their collections units and used this knowledge when interviewing potential hires.<br><br> Discussion will include required skill sets; ways to build skill sets around products; and most importantly, ways to retain your top people. 9:45 3 10:15 a.m. Morning Refreshment Break with Exhibitors Arizona Ballroom IV-VIII Thursday, June 5, 2008 10:15 a.m. 3 11:15 p.m.<br><br> Breakout Sessions Arizona I 1) Real Estate Secured & Card Portfolios - Hiring, Training and Retention Larry L. Seward , Facilitator Executive Vice President, Collections Administration Huntington National Bank Columbus, OH Rick Sullivan , Facilitator Assistant Vice President, Collections Administration Training Manager Huntington National Bank Columbus, OH This session will feature in-depth discussions on the challenges of hiring, training, and retaining collectors focusing on real estate secured and card portfolios. The format of this session is open discussion and the opportunity to share with and learn from your peers in the industry.<br><br> Arizona II 2) Auto Portfolio - Hiring, Training and Retention Kathleen Legg , Facilitator Assistant Vice President U.S. Bank Portland, OR J. Clarence (Stretch) Madore , Facilitator Senior Vice President, Collections Group Manager TD Banknorth, Inc.<br><br> Falmouth, ME This session will feature in-depth discussions on the challenges of hiring, training, and retaining collectors focusing on auto portfolio. The format of this session is open discussion and the opportunity to share with and learn from your peers in the industry. Thursday, June 5, 2008 Arizona III 3) Collectors Survival Kit: Top 10 Most Important Steps to Being a Good Collector Lindsay Pack Vice President BB&T Charleston, WV James Tew, Jr .<br><br> Executive Vice President, Special Assets Manager BB&T Wilson, NC Collections units are making changes to adapt to today 9s environment. This session addresses the key collections methods, from strategic, operational and tactical perspectives, your unit will need to do well to improve portfolio performance. 11:15 a.m. 3 12:15 p.m.<br><br> Performance Strategies 3 Value Proposition of the Collector Regency ABC Lee Robinson Executive Vice President SunTrust Banks, Inc. Richmond, VA David Tyra Director, Credit Policy Card and Retail Services Collections Analytics HSBC Card Services Las Vegas, NV How do you show the link between the success of a collections unit 9s performance and the performance of the entire portfolio? This session examines the impact collections has on the overall performance of the financial institution.<br><br> Panel members will discuss the connection between the collections level performance, the portfolio level performance and the business level performance measures when you are talking to senior management. Collections is the last line of defense to decrease losses and managers need to be prepared for what ever the current economic cycle brings. Hear a thoughtful discussion on what is being done to protect the overall performance of institutions.<br><br> Thursday, June 5, 2008 12:15 3 2:15 p.m. Luncheon with Guest Speaker Regency EFG Open Roads Open Minds: An Exploration of Creative Problem Solving Sponsored by SoundBite Communications Steve Uzzell Photographer & Creative Problem-Solver McLean, VA Using his striking photographs as illustrations of his metaphor about possibility and creativity, Steve inspires audiences to take advantage of his experience and vision to make any venture an adventure. In any project he undertakes, Steve's preparation lays the foundation for magic to happen; "Chance favors the prepared mind," said Louis Pasteur.<br><br> After all, our eyes will only ever see what our mind is prepared to comprehend. 2:15 3 2:45 p.m. CBA Credit Collections Study Update Regency ABC J.<br><br> Brian King Senior Vice President and Practice Executive BenchMark Consulting International Atlanta, GA BenchMark produces the CBA 9s annual Consumer Credit Collections study that covers a variety of topics related to delinquency, productivity, incentive compensation, and more. The study provides detailed analysis of collections and recovery activities. Mr.<br><br> King will discuss with industry trends and reveal what dynamic forces may be behind them. Thursday, June 5, 2008 2:45 3 3:45 p.m. Loss Mitigation/Default Management Strategies Regency ABC Larry Tewell , Moderator Senior Vice President, Card Services Wells Fargo Bank, N.A.<br><br> Salt Lake City, UT Pamela Hall Senior Vice President Wachovia Bank Jacksonville, FL Frederick Troncone Senior Vice President, Collections Fifth Third Bank Cincinnati, OH In this current economic environment banks are actively seeking to identify and contact customers before their accounts become severely delinquent. This session explores default management across all product lines. Gain insight into strategies banks are employing to contact their customers, to be more proactive on the front-end of the loan, to develop workout programs, and what to do when a workout program is no longer an option.<br><br> 3:45 - 4:15 p.m. Afternoon Refreshment Break with Exhibitors Arizona Ballroom IV-VIII Thursday, June 5, 2008 4:15 3 5:15 p.m. Breakout Sessions These next sessions will feature in-depth discussions focusing on customer assistance programs being utilized in response to the challenging economic climate segmented into real estate secured, auto, and card portfolios.<br><br> The session format is open discussion and the opportunity to share with and learn from your peers in the industry. Arizona I 1) Real Estate Secured Portfolio 3 Customer Assistance Programs Von Bryant, Facilitator Senior Vice President Wachovia Bank Charlotte, NC Pamela Hall, Facilitator Senior Vice President Wachovia Bank Jacksonville, FL Arizona II 2) Auto Portfolio 3 Customer Assistance Programs Mike Boyle , Facilitator First Vice President Chase Auto Finance Phoenix, AZ Christopher B. Reall , Facilitator Vice President Citizens Bank Warwick, RI Arizona III 3) Card Portfolio 3 Customer Assistance Programs Larry Tewell , Facilitator Senior Vice President, Card Services Wells Fargo Bank, N.A.<br><br> Salt Lake City, UT 5:15 3 6:15 p.m. Cocktail Reception with Exhibitors Arizona Ballroom IV-VIII Friday, June 6, 2008 7:15 3 8:15 a.m. Roundtable Discussions and Buffet Breakfast Regency ABC One of the main benefits of attending conferences is the opportunity to interact with your peers in the industry.<br><br> Join colleagues for a hot breakfast buffet and have a chance to discuss pressing industry issues in a small group setting. Each table will be labeled with a topic for discussion. The roundtables are informal so feel free to move around the room if you have several topics you would like to discuss.<br><br> 8:15 3 9:15 a.m. Using Scoring Analysis Effectively in Your Collections Strategy Regency ABC Jeff McNally Customer Management Consultant Experian Decision Analytics Salt Lake City, UT Dan Thompson Collections Manager Zions Bank West Salt Lake City, UT Weston Ward Collection System Administrator and Business Analyst Zions Bank West Salt Lake City, UT Hear a discussion about how banks can use scoring analysis to be more efficient in working their collections portfolios. Discussion will address how institutions can more effectively use these strategies, how institutions can shift their strategies to reflect this challenging collections climate, what kind of lifts they can expect, and obstacles to overcome.<br><br> 9:15 3 10:00 a.m. Industry Issues and Regulatory Update Regency ABC Franklin Drake Partner Smith, Debnam, Narron, Wyche, Saintsing & Myers LLP Raleigh, NC This session will cover a broad perspective of the regulatory environment with emphasis on FFIEC leniency, workout programs, and bankruptcy. Friday, June 6, 2008 10:00 3 10:30 a.m.<br><br> Executive Panel Wrap-up Regency ABC Jeffrey Mather , Moderator Senior Vice President, Consumer Loan Collections & Chairman, CBA Collections Committee Zions Bank West Valley City, UT Lee Robinson Executive Vice President SunTrust Banks, Inc. Richmond, VA Larry L. Seward Executive Vice President, Collections Administration Huntington National Bank Columbus, OH Join a panel of top bankers for a candid discussion on the hot issues for collection departments today and a look forward to the future.<br><br> This is an opportunity to ask questions and share ideas with some of the industry 9s leading bank executives. 10:30 a.m. Conference Adjourns Specialty Sponsorship Turndown Service, Varolii Corporation<br><br>

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