2022 Fall Conference
The AFCC 2022 Fall Conference was held October 10-12th at the Wynn Las Vegas. The conference was kicked off with a Golf Outing on Sunday afternoon. The official start of the conference began Monday morning with a Volunteer Event at Three Square, Las Vegas followed by the AFCC Member Summit in the afternoon with opening remarks from AFCC CEO Denise Dunckel and a state & legislative update from Steve Boms. Day two, attendees received a regulatory and compliance update from AFCC Board President Robby Birnbaum, and during lunch Douglas Holtz-Eakin, former Director of the Congressional Budget Office, provided insight into how policy decisions coming out of the pandemic are impacting our country now and what to expect in the future. The day was capped off by four operational track Breakout sessions. Day three of the conference included a robust agenda beginning with guest speaker Dr. Annamaria Lusardi Professor of Economics and Accounting at George Washington University presenting research on financial fragility and why financial education is important for the financial and debt resolution industry.
- Robby H. Birnbaum Partner (Greenspoon Marder LLP)
- Afshin Mohamadi Partner
- Annamaria Lusardi University Professor of Economics and Accountancy
- Robert Linderman Vice President & Legislative Director
- Dan Frazier CEO
- Dr. Doug Holtz-Eakin Former Director of the Congressional Budget Office
- James Shanahan CEO
- Jared Schagrin CEO
- Jeff Biesman CMO
- Jeffrey DeLage Chief Marketing / Operations Officer
- Jim Navarre Chief Operating Officer
- Joseph Kamau Chief Security Officer
- Juan Cahue COO
- Kurt Grossheim President and Chief Executive Officer
- Michael Lamm Co-Founder and Managing Partner
- Natalia Brown Chief Client Operations Officer
- Nima Vahdat EVP General Counsel and Chief Compliance Officer
- Marsha Jones President
- Michael Thurman Founder
- Safia Khan HR Director
- Sanj Goyle Entreprenuer-In-Residence
- Scott Shafer Chief Executive Officer
- Sean Fox PRESIDENT & CRO
- Steven Boms President
- Steven Williams Chief Compliance Officer
- Teresa Dodson CEO & Founder
- Timothy C Hernandez Founder and CEO
- Yarly Franco Senior Paralegal, Regulatory and State Licensing
- Sara Paquette Executive Vice President of Client Relations
Event Agenda Details
AFCC Gives Back Volunteer Event- Three Square, Las Vegas
Women of Debt Relief Luncheon
Join the Women of Debt Relief for lunch with keynote speaker and author of “It’s How You Say It” Barbara Teicher.
AFCC Member Summit – Open only to AFCC Members
National Opinions on Debt Resolution
Join us as we discuss the latest research from Quadrant Strategies as we continue to explore the language surrounding our products, our industry, and the AFCC, with proven data from the experts examining opinions from diverse elite audiences and the general public.
Afshin Mohamadi, Partner, Quadrant Strategies
The Situation on the Ground with Steve Boms
Sit down and explore the status of debt resolution with legislators and regulators from across the country with Steve Boms, President of Allon Advocacy and Director of Legislative Affairs for the AFCC. He will provide highlights from the past months as well as an update on where he sees the industry moving in 2023.
Steve Boms, President, Allon Advocacy
AFCC Executive Board Election
Welcome Reception (Open to all attendees)
All conference attendees are invited to this high energy conference kickoff event. This is the perfect opportunity to network and enjoy cocktails and hors d’oeuvres in our Exhibitor Showcase.
Breakfast- Sponsored by Freedom Debt Relief
AFCC Industry and Compliance Update
Attorney model legal requirements and correct setup
California in detail
Networking Break- Sponsored by Beyond Finance
AFCC Standards Committee
Join members of the AFCC Standards Committee to hear the process behind how the committee chose marketing as a standard to explore and what the risks could be for the industry if we don’t self-regulate.
Moderator: Steve Boms, President, Allon Advocacy
Dan Frazier, CEO, Century Support Services
Sean Fox, President and Chief Revenue Officer, Freedom Debt Relief
Nima Vahdat, EVP, General Counsel & Chief Compliance Officer, Americor
Jeff Biesman, Chief Marketing Officer, National Debt Relief
Cyber and Data Security: Is your company safe?
Many of us think we protect our companies from a security breach. Or we haven’t thought about it. But, in the last three years, there has been a significant increase in data breaches, which is on the CFPB’s radar. Learn about recent data breaches and their consequences for the industry. This panel of experts will guide and share insights on how to protect your consumers and your company.
Keynote Lunch- Sponsored by Century Support Services
Join us for an insightful and candid discussion with Douglas Holtz-Eakin, a distinguished economic adviser to policymakers and regulators. He is the former director of the Congressional Budget Office and former chief economist of the President’s Council of Economic Advisers. Amidst a challenging economic environment for consumers, Dr. Holtz-Eakin will provide insight into how policy decisions coming out of the pandemic are impacting our country now and what to expect in the future.
Breakout Sessions Topics Running Concurrently
AFCC Marketing Standards:
Join two industry experts as they provide an analysis of the proposed AFCC marketing and advertising standards. Provide real-time feedback on the proposed standards.
Robert Linderman, Consultant, AFCC
Michael Thurman, Founder, Thurman Legal
Resources for outsourcing customer service and other functions:
Gain actionable insights and practical solutions through this interactive session on outsourcing. Learn about outsourcing both in the U.S. and to offshore facilities.
Jared Schagrin, CEO, Call Center Pros
Safia Khan,HR Director, Call Center Pros
The Economic Environment and how it affects the value of D.S. Companies
Does the current economic environment affect your ability to raise capital? Does the increase in consumer credit in the U.S. make your business a better opportunity for investors? Hear from experts in the fields of M&A, valuation and raising debt/equity on growing in today’s environment and how to position your company to attract the right type of capital.
Michael Lamm, Co-Founder & Managing Partner, Corporate Advisory Solutions
James Shanahan, President, NexGen Financial
Licensing for Debt Settlement Companies- Applications, Bonds and Advice
Learn about the requirements for debt settlement license applications, how to prepare for and apply for state licensing.
Yarly Franco, Paralegal, Greenspoon Marder LLP
Afternoon Networking Break: Sponsored by Max Decisions
Government Relations Committee (By Invitation Only)
Cocktail Reception- Sponsored by Reliant
Eye Opener-Bloody Mary/Mimosas
Pick up a “morning after” eye opener as you join us for the last day of the conference and a riveting presentation by Dr. Anamaria Lusardi.
How important is financial education to our industry?
Dr. Annamaria Lusardi, University Professor of Economics and Accountancy at George Washington University and founder and academic director of the Global Financial Literacy Excellence Center (GFLEC), will present research on financial fragility, the personal finance index, and why financial education is important for the financial and debt resolution industry.
The future of Third Party Payment Processors
Learn about third-party payment processing innovations and what new regulations could affect the industry.
Moderator: Marsha Jones, President, Third Party Payment Processors Association
Sanj Goyle, Entrepreneur-In-Residence, CFTPay
Kurt Grossheim, CEO, Global Holdings
Sara Paquette, Executive Vice President of Client Relations, Reliant
Juan Cahue, COO, Debt Pay Gateway
"Sales Are Up, But How's Retention?"
Your marketing is good, and enrollments are up, but is your retention? What is the point of the cost of enrollment if you can’t retain customers? From the first contact through plan completion, hear from experts in customer service, marketing, operations, and sales about techniques for reducing NSFs and customer cancellations before the first payment to retaining customers through the customer lifecycle.
Moderator: Teresa Dodson, Founder & CEO, Greenbacks Consulting
Natalia Brown, Chief Client Operations Officer, National Debt Relief
Jim Navarre, COO, Century Support Services
Jeffrey DeLage, Chief Marketing & Operations Officer, Financial Freedom Group
Janneen Jackson, CEO, Monarch Beach Corp
Lunch-Grab & Go