National Creditors Bar Association Board of Directors Meeting All National Creditors Bar Association Members are welcome to attend.

Registration Desk Open

Executive Experience Golf OutingThe JW Marriott Desert Ridge is home to the Wildfire Golf Club. The club’s two championship courses were designed by golf legends Arnold Palmer and Nick Faldo and highlight Arizona’s incredible natural beauty and feature awe-inspiring mountain views. The 2,500 square-foot Wildfire Golf Shop, named one of the “100 Best Golf Shops in America” by Golf World Magazine, offers top-of-the line equipment and apparel.

Exhibitor Area OpenMeet and network with fellow NCBA members, event attendees, clients, and representatives of the companies that provide the products, services and materials that benefit your practice.

How Do We Keep Our People Safe During COVID and Continue to Manage for the Future?In this opening session, our panelists will discuss in detail the basics of what was done by their respective firms, what could have been done, and what are the issues and concerns to address as we work through the fall and into next year. Topics for the tables include:

1. Documentation needed2. Safety measures needed3. Consumer treatment4. Litigating with COVID a. Courts b. Process servers c. Garnishments5. Employee concerns at work and at home6. Managing your staff during COVID7. Financial performance during COVID8. Return to work concerns a. Transitions--who and when as well as ability to work remotely b. Staff that does not want to return to work and concerns including legal and safety issues c. School concerns and office configurations adjustments

Jennifer Heinz, Miller & Steeno, P.C.Bill Hicks, Messerli & Kramer P.A.Chip Stacy, Hood & Stacy, P.A.Stacy Stein, Mountain Peak Law Group, PC

Cocktails and Welcome ReceptionIt’s time for cocktails and light snacks, to be held outside (weather permitting). Mingle with fellow National Creditors Bar Association members, attendees and those who provide products, services and materials that benefit your practice.

2:00 - 5:00 p.m.

9:00 a.m. - 5:00 p.m.

9:15 a.m. - 2:00 p.m.Wildfire Golf Club

1:30 - 5:00 p.m.

2:30 - 4:30 p.m.

5:00 - 6:30 p.m.

Agenda

Agenda subject to change.

2 National Creditors Bar Association 2020 Executive Experience

Tuesday, October 20

Sponsored by

The DefenseBar

Wednesday, October 21Sponsored by

Registration Desk Open

Barron & Newburger’s Espresso SidebarEnjoy a complimentary coffee drink prepared just for you by a skilled barista.

Hiking ExcursionJoin your fellow attendees for a refreshing morning hike at the nearby Reach 11 Recreation Loop. This 3 mile trail is suitable for all levels of fitness.

Exhibitor Area OpenMeet and network with fellow NCBA members, event attendees, clients, and representatives of the companies that provide the products, services and materials that benefit your practice.

Networking Breakfast with the ExhibitorsJoin your fellow NCBA members, conference attendees, clients, and exhibitors for lunch and networking.

Mergers & Acquisitions; The Price is Right: Selling and Buying a Firm Is No GameEven before COVID-19, our industry has seen an increase in M&A activity. This session will provide in-depth analysis, concepts, and strategies that all firm owners need to take into consideration before they explore selling, buying, or merging their law practices. Topics will include:

• Preparing for a sale of your law firm-What you need to know before talking to a potential buyer

• Valuation of your debt collection law firm during and post-pandemic • Multi-state benefits and risks-continuity challenges, organic or buy out• Whose files are they? Ethical concerns regarding the transfer of clients and

files from successor firmsChris Couch, Couch, Conville & BlittMichael Lamm, Corporate Advisory Solutions

How to Manage and Run a Profitable Law FirmThis session will discuss in detail the strategies involved in developing strong financial practices for your firm, along with how to maximize your profit through efficient handling of your clients and inventory. Topics will include:

• Formatting and reviewing your Firm’s Profit & Loss Statements as well as setting up budgets

• Identifying Potential Areas of Concern as well as what Clients are looking at when reviewing your financials

• How to establish your average cost to handle a file and determine your earnings per file so you can maximize profit for your firm

• How to maximize your revenue on existing files in light of client/state restrictions

Todd L. Gurstel, Gurstel Law Firm P.C.Vincent Iacono, TRAKAmerica

Networking Refreshment Break with the Exhibitors

Lack of Vision-Lack of Leadership; Avoiding Leadership Blind Spots In this session, we will hear from Dr. Loretta Malandro who is known worldwide for her expertise in organizational communication and cultural transformation. Loretta received her Ph.D. in Communication Theory and Research from Florida State University and her undergraduate degree at Kent State University. For the past 30 years, her company, the Malandro Consulting Group, has worked worldwide with Fortune 1000 companies. The Malandro group is known for helping leaders build world-class teams and organizations that produce extraordinary results based on people working effectively together.Dr. Loretta Malandro, Malandro Consulting Group

National Creditors Bar Association National Office, 8043 Cooper Creek Blvd., Suite 206, University Park, FL 34201Phone (202) 861-0706 | Fax (240) 559-0959 | Website www.creditorsbar.org | Email info@creditorsbar.org

3

Agenda subject to change.

7:30 a.m. - 5:00 p.m.

8:00 - 11:30 a.m.

8:00 - 9:00 a.m.

8:30 a.m. - 5:00 p.m.

8:30 - 9:30 a.m.

9:30 - 10:30 a.m.

10:30 - 11:30 a.m.

11:30 a.m. - Noon

Noon - 12:30 p.m.

Agenda (continued)

Sponsored by

Sponsored by

Thursday, October 22

Sponsored by

Sponsored by

Sponsored by

Sponsored by

Networking lunch with the exhibitorsJoin your fellow NCBA members, attendees, clients, and exhibitors for lunch and networking.

Are You Training Your Staff for Their Next Job? Recruitment and Retention of Employee Talent Recruitment and retention are major issues as law firms struggle to keep the best and brightest employees and attract the same from the outside. With turnover costs conservatively estimated at up to 50% of an employee’s annual pay, retention of employees and recruitment of future staff are critical. Topics covered in this session will include:

• How to hire and retain top talent• Diversity & Inclusion in the workplace• Employee engagement • Compensation and Bonus Models• Glassdoors- What employees say about the inner workings of your firm• External Public Relations

Mark Kirkorsky, Mark A. Kirkorsky, P.C.Ronald Miller, Miller and Steeno, P.C. Michael Stillman, Stillman Law Office

Networking Refreshment Break with the Exhibitors

Managing a Debt Collection Law Firm in a COVID-19 WorldThis session will discuss in detail the strategies involved in properly managing staff for success and increase productivity during this “new normal.” Topics will include:

• Managing remote workers• Managing “pandemic” court rules, virtual hearings and the impact on staffing• Enhancement of digital strategies, and decisions involving websites, emails,

chat, phone messaging, IVR, and text, in our new world with its new rules• Staff evaluations and compensation• What does staffing look like in 2021 and beyond? The impact on office space

and IT costs Fred Blitt, Blitt & Gaines, P.C.Karen Hammer, Suttell & Hammer, P.S.

Around the World Client/Vendor Speed NetworkingThis event brings attendees, clients, and vendors together for a fun and productive session of speed networking. Don’t miss this exciting and memorable event.

Registration Desk Open

Networking Breakfast with the ExhibitorsJoin your fellow NCBA members, conference attendees, clients, and exhibitors for breakfast and networking in the exhibit hall.

Barron & Newburger’s Espresso SidebarEnjoy a complimentary coffee drink prepared just for you by a skilled barista.

Exhibitor Area OpenMeet and network with fellow NCBA members, conference attendees, clients, and representatives of the companies that provide the products, services and materials that benefit your practice.

Agenda (continued)

4 National Creditors Bar Association 2020 Executive Experience

Thursday, October 22 (continued)

Agenda subject to change.

12:30 - 1:30 p.m.

1:30 - 3:00 p.m.

3:00 - 3:30 p.m.

3:30 - 5:00 p.m.

5:00 - 6:30 p.m.

8:00 a.m. - Noon

8:00 - 8:45 a.m.

8:00 - 11:30 a.m.

8:00 a.m. - Noon

Friday, October 23

Sponsored by

Sponsored by

Sponsored by

Sponsored by

Sponsored by

In the Zoom Where It Happens - Advocacy During a Pandemic and BeyondAdvocacy has always been critical for the debt collection industry and creditors rights attorneys, but the pandemic has made advocacy an industry necessity. In this session learn about legislative and regulatory challenges and the initiatives and robust advocacy strategy NCBA has undertaken during the pandemic, and the legislative and regulatory challenges that 2021 has in store. Topics will include:

• The CFPB, Debt Collection Rules and MAI• Debt collection moratorium legislation • Advocacy Grass Roots Efforts • Bank Attachments and stimulus payments • State Executive Orders and challenges

Manuel H. Newburger, Barron & Newburger, P.C. Liz Terry, National Creditors Bar AssociationNathan Willner, National Creditors Bar Association

How to Protect Your Most Valuable Asset: Reputation and Crises ManagementIn the debt collection business, your reputation is everything. Managing your reputation online brings unique challenges where companies must speak to the consumer, potential clients and regulators with the same words while fighting the tide of negative bias from the media. Controlling your online reputation can help you to collect more money, find more clients and demonstrate the quality of the work you provide to creditors. This session will discuss these challenges in detail including helping participants to critically evaluate their online reputation and build their public relations toolbox. In addition to reviewing the basics of creating content, distributing content and how to develop your messaging specifically for the creditors rights space we will hear about first hand issues that affected a firm’s reputation and how they navigated the crises.Adam Parks, Branding Arc

How Are We Doing, and What Will Business Look Like in 2021 for Creditor Law Firms?This session will examine the existing and new business prospects and expected demand for NCBA members’ services in Q4 2020, and 2021-22. With much of financial services, healthcare, and municipal legal debt collection put on hold during 2020, we will look at what is likely to occur, and when, in 2021 and beyond with a backlog of accounts and a sharp rise in the demand for legal collections and recovery. Are you ready and how do you know? Expert panelists will present and discuss topics including:

• Up-to-the minute updates on credit card, auto, personal loan delinquencies and forecasted account flows to law firms

• Emerging municipal and healthcare business lines and what you need to succeed in these areas• Benchmarking reporting on NCBA law firms’ operations, challenges and successes during the COVID-19

shutdowns• Review of the First Annual NCBA Recovery Industry Survey, in partnership with Redbank Advisors

Mark K. Groves, Glasser and Glasser, P.L.C.Jim Lane, Red Bank Advisors

NCBA Executive Experience AdjournsEnjoy complimentary grab-and-go snacks and refreshments on your way out!

Exhibitor Area Closes

5National Creditors Bar Association National Office, 8043 Cooper Creek Blvd., Suite 206, University Park, FL 34201Phone (202) 861-0706 | Fax (240) 559-0959 | Website www.creditorsbar.org | Email info@creditorsbar.org

Agenda subject to change.

8:45 - 9:30 a.m.

9:30 - 10:45 a.m.

10:45 - 11:45 a.m.

Noon

Noon

Agenda (continued)Friday, October 23 (continued)

Sponsors

6 National Creditors Bar Association 2020 Executive Experience

Many Thanks to the 2020 Executive Experience Sponsors:

Defense Bar Sponsors:Barron & Newburger, P.C.

Bedard Law Group, P.C.The Law Offices of Ronald S. Canter, LLC

Messer Strickler, Ltd.Simmonds & Narita LLP

Booth 4

Booth 7

Booth 9

Booth 3

7National Creditors Bar Association National Office, 8043 Cooper Creek Blvd., Suite 206, University Park, FL 34201Phone (202) 861-0706 | Fax (240) 559-0959 | Website www.creditorsbar.org | Email info@creditorsbar.org

ExhibitorsWelcome 2020 Executive Experience Exhibitors:

633 Yessler WaySeattle, WA 98104Contact name: JC Dominguezjcd@abclegal.com(813) 239-7802www.abclegal.comABC Legal is the nation’s leading service of process and court filing company and is the official process server to the U.S. Department of Justice. Docketly, our subsidiary, provides appearance counsel on a digital platform. ABC Legal’s applications are cloud-based and compatible for use on desktop, browser, and smartphones. Our solutions and digital approach ensure process server partners, law firm customers, and their clients save valuable time and resources with maximum compliance, control and transparency. ABC Legal provides service of process in all 50 states and 77 countries To learn more about ABC Legal visit www.abclegal.com.

23679 Calabasas RoadCalabasas, CA 91302Contact name: Cliff Umanscliff@attorneysondemand.net(888) 545-5775www.attorneysondemand.netAttorneys On Demand is the first national court appearance service providing hearing coverage anywhere in the country. Our established network of highly qualified attorneys have the in-depth knowledge of local courts, procedures and staff. By utilizing our service, we help streamline your firm’s business operations. Your company maximizes efficiencies instead of your office spending precious resources locating an attorney or having an associate attend a hearing.

10330 Pioneer Blvd., Suite 220Santa Fe Springs, CA 90670Contact name: Steve Levyslevy@appearanywhere.com(800) 637-6922www.appearanywhere.comCourt Appearance Professionals (CAP) is the nation’s leading attorney owned, legal support corporation dedicated to handling court hearings across the country. CAP has been providing reliable and experienced attorneys to competently represent you and advocate for your client for over 20 years. All court appearances are priced at a flat fee basis starting as low as $59.00. We are confident that our services will help save your firm time and money.

1960 Ken Pratt Blvd.Longmont, CO 80501Contact name: Mike Zookmike@docketly.com(800) 910-1492www.docketly.comDocketly is a software company that provides nationwide appearance counsel. We connect law firms with a network of more than 10 000 experienced attorneys. Docketly is the industry leader in technology and innovation. Our custom mobile app lets attorneys cover hearings in their area quickly and efficiently.

Docketly is an ABC Legal company. ABC Legal Services and Docketly provide you with an easy-to-use, one-stop shop for all your e-filing, service of process and appearance counsel needs.

Booth 1

Booth 13

Booth 5

Booth 2

8 National Creditors Bar Association 2020 Executive Experience

Exhibitors (continued)9210 S. Western Blvd., Suite A-3Oklahoma City, OK 73139Contact name: Blaine Christopherblaine.christopher@ezmessenger.com(214) 497-2252www.ezmessenger.comYour national partner in filing and SERVICE OF PROCESS. EZ utilizes technologically advanced infrastructure to aid our clients in e-filing, identifying venue, skip tracing, and even connecting directly with the consumer, when requested.

EZ is a full service solution providing prompt, accurate service while maintaining full compliance.

19150 S. 88th AvenueMokena, IL 60448Contact name: Jennifer Dlugoleckimarketing@firefly.prowww.fireflylegal.com(877) 963-3534Firefly Legal is an innovative nationwide leader specializing in process serving, e-Filing/court filing, and skip tracing. Since 1996, Firefly has been producing client’s results through efficient, effective, and creative solutions while proactively addressing industry challenges. Our technology leadership gives clients confident control of their files anytime, anywhere, through our instant updates, secure client access, electronic data interfacing, and GPS tracking. Our outstanding customer service will enlighten your caseload.

13200 N. Haggerty RoadPlymouth, MI 48170Contact name: Lincoln Pufferlipuffer@focus1data.com(313) 624-3360www.focus1data.comFocusOne is a privately held company comprised of professionals dedicated to providing the absolute best in multi-channel customer communications. Our customizable forms matched together with a systemic approach to a promise to deliver your time-sensitive statements and results to your bottom line. Contact: Linda Woodward at lwoodward@focus1data.com.

31 Hayward Street, Suite EFranklin, MA 02038Contact name: Erin Stewartestewart@interactions.com(317) 224-7155www.interactions.comInteractions Virtual Collection Agent (VCA) is the only Conversational AI solution designed specifically to help collectors recover debt in a more efficient and cost-effective way. By blending Conversational AI and human intelligence, VCA offers an agent-like-experience at the scale and cost of automation. The result is faster debt recovery along with more productive and effective live agents. VCA seamlessly integrates with your current technology ecosystem to help you quickly increase recovery rates and reduce operating costs. Because it can scale quickly to handle unpredicted volume, VCA can help reduce the risk of crippling agent turnover. VCA operates according to business rules--always saying the right thing at the right time--to ensure 100% compliance.

Booth 14

Booth 12

Booth 10

9 National Creditors Bar Association 2020 Executive Experience

9154 Delemar CourtWellington, FL 33414Contact name: Daniel Fallondaniel.fallon@knovaone.com(561) 223-2251www.knovaone.comKnovaOne combines expertise with proven methods to offer practical operations, technology, and compliance solutions with immediate ROI. Their industry-focused solutions include staffing, consulting, audit preparation and remediation, and customized software platforms like Audit Information Management (AIM), which is designed to simplify internal compliance and vendor management

12276 San Jose Blvd, Suite 624Jacksonville, FL 32223Contact name: Rob Mengarellirmengarelli@paymentvision.com(800) 345-PAIDwww.paymentvision.comLeading Payment Processing Company. PaymentVision provides businesses with leading technology in payment processing. We provide payment gateway solutions that are secure, compliant, and provide seamless integration. Collect payments by phone, text, online, mobile app, through walk-in network, interactive voice or kiosk at any time. Streamline bill collection and payment processing with PaymentVision. Learn more about our fully integrated payment processing channels.

1050 Fulton Avenue, Suite 120Sacramento, CA 95825Contact name: Jan Steigerjsteiger@rmaintl.org(916) 482-2462www.rmaintl.orgReceivables Management Association International (RMAI) is a nonprofit trade association that represents more than 550 companies that purchase or support the purchase of performing and nonperforming receivables on the secondary market. The Receivables Management Certification Program and Code of Ethics set the global standard within the receivables industry due to its rigorous uniform industry standards of best practice which focuses on the protection of the consumer. More information about RMAI is available at www.rmaintl.org.

637 S 48th Street, Suite 101Tempe, AZ 85281Contact name: Dave Rolfdave@tagprocess.com(480) 861-4216www.tagprocess.comProcess Service & Private Investigations. Specialists for the debt collection industry.

Exhibitors (continued)

Booth 6

Booth 8

10 National Creditors Bar Association 2020 Executive Experience

400 International Way, Suite 190Springfield, OR 97477Contact name: Spencer Peckspeck@titaniumlegal.com(541) 335-2249www.titaniumlegal.comTitanium Legal Services is a one-stop partner for all your company’s legal support needs. Titanium is a veteran owned and operated company that specializes in court filings, skip tracing, process service, garnishments and everything in between. Titanium Legal takes pride in meeting the basic and specialized client requests, while exceeding industry standards along the way. Titanium partners with debt collectors, debt buyers, attorney firms and all companies big and small. We at Titanium leverage REAL - and cutting-edge - technology and automation to innovate and ease the stress of the legal process, thus cutting costs, time and labor needs. We will not offer you ages old “technology options” that have been industry standard since 1990.

1980 Industrial DriveSterling, IL 61081Contact name: Stephanie Clarkinfo@verifactsinc.com(815) 626-9300www.vfacts.comVeriFacts is an employee owned and operated business enjoying success for over 30 years. VeriFacts is well known for their cutting-edge technology, innovation, and for raising the bar in the financial industry. It’s our hard working, dedicated, and creative employees that sets us apart and makes us the best at what we do. VeriFacts specializes in locating verified employment information to take your recovery strategies to the next level.

Exhibitors (continued)