April 7, 2026 | 10:00-11:30 CST

This session highlights the current landscape of collections by exploring a variety of topics impacting the industry. Jim Bullard, Senior Consultant in the Risk & Compliance Solutions department for TruStage, shares insights and appropriate controls credit unions can implement to reduce loss exposures.

The current trends we will explore include

• Delinquency trends
• The application of technology and self-service tools in collections
• Compliance risks such as first-party collections v. third-party collections – FDCPA
• High-level introduction to skip-tracing
• Impact from CECL implementation

April 9, 2026 | 10:00-11:30 CST

As credit unions continue to modernize their lending and recovery strategies, the role of technology in collections has never been more essential. In this session, two seasoned Chief Lending Officers from leading credit unions will share practical insights, proven tools, and real-world lessons learned from integrating technology into their collections processes.

Participants will explore how credit unions can leverage automation, data analytics, communication platforms, and workflow tools to improve member outreach, increase efficiency, and ensure compliance. The presenters will walk through what’s working, common pitfalls to avoid, and strategic steps for selecting and implementing new technologies—no matter the size of your institution.
Whether you’re looking to enhance your current systems or considering new solutions, this session will provide actionable best practices you can take back to your team right away.

Key takeaways

• How technology is reshaping modern collections strategies
• Tools and platforms that streamline workflows and improve member contact
• Best practices for balancing automation with member-focused service
• Lessons learned from real implementations at two credit unions
• Practical tips for evaluating and adopting new technology effectively

April 14, 2026 | 10:00-11:30 CST

Strong collaboration between lending and collections is essential for healthier portfolios, smoother workflows, and better member experiences. This session will offer practical strategies for building alignment, improving communication, and creating shared goals across teams.

Drawing from real-world experience, the presenters will highlight how proactive cooperation can reduce delinquencies, strengthen risk management, and support smarter lending decisions. Participants will learn actionable approaches to bridging gaps, breaking down silos, and fostering a culture in which both departments work together toward long-term member and organizational success.

By the end of this session, participants will be able to

• Identify key areas where lending and collections can better support one another to strengthen portfolio performance.
• Implement communication practices that promote transparency, shared understanding, and proactive decision-making between departments.
• Apply strategies that align lending and collections goals, metrics, and workflows for improved collaboration.
• Recognize common operational gaps or silos and develop approaches to bridge them effectively.
• Foster a culture that prioritizes teamwork, member service, and cross-department accountability.

April 16, 2026 | 10:00-11:30 CST

Join four seasoned credit union professionals for an interactive roundtable designed to answer your most pressing collections questions. This open forum session gives participants the unique opportunity to tap into decades of collective experience, gain practical insights, and explore real-world solutions to today’s toughest collections challenges.

Whether you want advice on improving member outreach, enhancing workflows, navigating compliance issues, or managing delinquency in a changing economy, this panel of experts is ready to share candid perspectives and proven strategies. Bring your questions, share your experiences, and walk away with actionable ideas you can apply immediately in your credit union.