• The First Party Summit

    The industry's first and only conference tackling the unique challenges of First Party Collections, Outsourcing, and Customer Care. Stay tuned for information about our 2020 event.

  • About The Event

    There is no better networking and idea-sharing event for creditors and first-party agencies.

    Technology & Strategy

    Improve your consumer experience and increase interaction with discussions in technology and strategies.

    Innovative Ideas

    Learn from the new line of speakers we bring to each year's events.

    Open Dialogue

    Join your peers and engage in collaborative, interactive sessions, not lectures or infomercials.

  • Testimonials

  • "Most beneficial conference I have attended."

    Clay Barker - Senior Manager, Operational Excellence at Monitronics Security

    "Absolutely a conference that will go in my budget next year."

    Dawn Wierzbicki - Chief Sales Enablement Officer, ERC

    "This conference encouraged real discussion."

    Dusty Whitesell - LiveVox

    "An opportunity to meet new potential vendors in a ​low-stress environment."

    David Guy, VP Collections and Customer Service, Conns Home

  • 2019 Agenda

    Monday, June 17

    6:00 - 7:30 PM - Opening Reception

    Tuesday, June 18

    7:30 - 8:00 AM - Registration, Breakfast & Networking


    8:00 - 8:15 AM - Welcome & Opening Remarks


    8:15 - 9:00 AM - Keynote: From Innovation to Preparation: Planning NOW for the Future

    • Sheri Fitts: Founder/CEO, ShoeFitts Marketing

    9:00 - 9:10 AM - Thought Leadership Series


    9:10 - 10:00 AM - Forewarned is Forearmed

    Industry Outlook: A look back at where we've been, what's changed and how all of that can inform and prepare us for potential swings in future delinquencies and operational strategies.

    • Peter Ghiselli: VP of Collections, TransUnion
    • Alex Rhodes: Head of Operations, Marlette Funding
    • Ray Peloso: CEO, Katabat
    • Michael Meyer: Chief Risk & Security Officer, MRS BPO
    • Louis Summe: CEO, LiveVox

    10:00 - 10:30 AM - Break & Networking



    10:30 - 11:30 AM - Day 1 Breakout Discussion

    Destined to Repeat? Disecting the most recent CFPB rules release and what they mean for you. (Sponsored by Ontario Systems)

    • Stephanie Jackman: Attorney, Ballad Spahr
    • Gus Pelagatti: VP of Legal, TD Bank

    Things you know—and things you don’t—about digital - Rethinking the way digital can be used to interact with – and even incent – customers to maximize interaction value and increase pay rates is critical. Get a look at the future of the collection business and best practices that can help you transform no matter where you are on the digital journey. (Sponsored by TransUnion)

    • John Sanders: Partner, Bridgeforce
    • Michael Orefice: Director of Global IT, Bridgeforce

    Leading Millennials - As the workforce naturally evolves, so should our leadership. This discussion will take a look at what we know about millennials, their preferences and how best to ensure they're led in a way that results in high engagement and satisfaction. (Sponsored by LiveVox)

    • Issac Goldman: COO, Vertican Technologies
    • Jonathan Goldberg: President, National Recovery Associates

    11:30 AM - 12:30 PM - Lunch


    12:30 - 1:30 PM - Breakout Session

    Managing your TCPA Risks, with Emerging Technologies? - The latest on TCPA legislation and compliant text messaging strategies (Sponsored by Ontario Systems)

    • Rozanne Andersen: VP & Chief Compliance Officer, Ontario Systems
    • Sara Woggerman: Compliance Consultant, Ontario Systems

    Do These Numbers Bring You Joy? There's no shortage of data available, but using it to lay the groundwork for strong decision making is the difference maker. This session will provide insight and best practices to help your organization do just that. (Sponsored by TransUnion)

    • Ryan Neuweg: CEO, NeuAnalytics 

    Is your compensation in line with the industry? The latest trends on base pay, incentive, total compensation and benefits. (Sponsored by LiveVox)

    • Mike Bevel: Director of Education, insideARM

    Tuesday, June 18 (continued)

    1:30 - 2:00 PM - Break


    2:00 - 3:00 PM - Robocall Blocking / Labeling

    Educating attendees on actions taken to date, industry best practices, dispelling myths and a look at what lies ahead.

    • Marybeth C. Degeorgis: Sr. Director, Product Management, Communications Solutions
    • Amy Perkins: President, insideARM
    • Rebekah Johnson: CEO, Numeracle
    • Lavinia Kennedy: Director of Product Management, TNSI
    • John Ayers: VP of Business Development, First Orion
    • Jonathan Nelson: Director of Product Management, Hiya

    3:00 - 4:00 PM - Robocall Deep Dive

    Consult with solution providers to see how you can maximize your contact rates in this new environment.


    6:00 - 8:00 PM - Reception

    Wednesday, June 19

    8:30 - 9:00 AM - Breakfast & Networking


    9:00 - 9:15 AM - Opening Remarks


    9:15 - 10:15 AM - Technology Outpacing the Law? How State Regulators in Arizona use a ‘Sandbox’ to Encourage and Oversee Innovation

    A look at how to become increasingly innovative in the face of outdated and slow to change regulations.

    • Joann Needleman: Attorney, Clarkhill
    • Shane Foster: Senior Litigation Counsel, Arizona Attorney General's Office
    • John Rossman: Attorney, Moss and Barnett

    10:15 - 10:40 AM - Break


    10:40 - 11:40 AM - Breakout Session

    FCRA - Avoid Becoming a Casualty of the FCRA Litigation Minefield (Sponsored by Ontario Systems)

    • Amanda Loughmiller: Attorney, QSLWM
    • Lauren Wood: Attorney, QSLWM

    Can you measure the value of your strategies? How to structure tests to better evaluate and convey the expense and/or loss reduction your strategies are yielding. (Sponsored by TransUnion)

    • Erin Stewart: Director of Emerging Markets, Interactions
    • Cathal McCarthy: Corporate Advisor, Interactions
    Empower Agents to Succeed in a Digital Era - As the number of contact channels has continued to expand, agents have been faced with increasingly complex and frustrated service calls. Accelerate their ability to engage with consumers in a digital environment. This session will provide insight and best practices to help navigate how. (Sponsored by LiveVox)


    11:40 AM - End of Summit

  • 2019 Keynote Speaker


    The Innovation Habit - A Keynote from Sheri Fitts


    Sheri will explain how you can leverage marketing, corporate branding and a finely-tuned digital strategy to attract clients, increase revenue, retain relationships and navigate the online world – all while closely adhering to regulatory compliance.


    What are the working tools you need to innovate successfully today -- and plan effectively for tomorrow? Find out from keynote speaker and financial expert Sheri Fitts!

  • Previous Attendees

    290 Attendees

    Over 120 Organizations

    Affinity Global

    Ally Bank

    American First Finance

    American Water

    ARS National Services

    Arvest Bank


    Ballad Spahr

    Bank of America

    BCA Financial Services

    Citizens Bank

    City of San Jose

    Clearview Federal Credit Union

    Commerce Bank

    Credit One Bank

    Cox Communications

    Crescent Bank


    Discover Financial Services

    Elevate Credit

    Eversource Energy


    Fifth Third Bank

    First National Bank

    Global Receivables Solutions

    Goldman Sachs

    GM Financial

    Hilton Grand Vacations

    Home Credit

    Liberty University

    Merchants Credit Solutions

    Nolan Real Estate

    Performant Corp

    Porsche Financial Services, Inc.


    Radius Global Solutions

    Regions Bank

    Sallie Mae

    Security National Automotive Company


    Speedee Cash


    State Collection Service

    Teleperformance ARM


    TD Bank

    Toyota Financial Services

    Trinity Health

    TXU Energy

    Union Bank

    University Federal Credit Union

    Van Ru Credit Corporation

    W.S. Badock Corp