Tuesday, September 10, 2024

8:00 am – 4:30 pm

Registration Open


8:30 am – 8:45 am

Opening Remarks | Jim Copeland


8:45 am – 9:15 am

Welcome to Hartford | Speaker TBD


9:15 am – 10:15 am

Icebreaker, not an educational session


10:45 am – 11:00 am

Break


11:00 am – 11:45 am

Opening General Session: Roundtable Discussion


1:10 pm – 1:15 pm

Welcome: Examination Track

Welcome: Consumer Services Track


1:15 pm – 2:05 pm

Session I- Examination Track: Exams 101

Rodney Williams, Taylor Circle

Session I - Consumer Services Track: Roundtable: How do you _____ in your state?


2:05 pm – 2:55 pm

Session II - Examination Track: Multi-State Examination Process

Ken Middlebrooks

Session II - Consumer Services Track: Complaint Writing Workshop

Matt Nance


2:55 pm – 3:10 pm

Break


3:10 pm – 4:05 pm

Session III - Examination Track: Writing Skills

Matt Nance

Session III - Consumer Services Track: Outreach Roadshow

Celia Kinney and Kellie Davis


 4:05 pm – 4:45 pm

Round Table Discussion


5:30 pm – 6:30 pm

All Registrant Networking Reception

Host Jim Copeland


 Wednesday, September 11, 2024

 

8:30 am – 9:45 am

Session I - Examination Track: SES Examinations System

Humaira Mubeen (CSBS)

Session I - Consumer Services Track: Tribal Lending

Neal Monaghan


9:25 am – 10:40 am

General Session: Debt Management

Neal Monaghan


10:40 am – 10:55 am

Break


10:55 am – 12:00 pm

General Session: Crypto Lending

Ethan McLaughlin


12:00 pm – 1:15 pm

Entertainment Luncheon


1:20 pm – 2:10 pm

Session III - Examination Track: Delivering Difficult Exam Findings

Session III - Consumer Services Track: Complaint Trends

Edward Myslik


 2:10 pm – 3:10 pm

Session IV - Examination Track: Consumer Credit Math

Rodney Williams

Session IV - Consumer Services Track: Consumer Concerns/Scams/Fraud

Edward Myslik, Sheri Rockcastle


3:10 pm – 3:25 pm

Break


 3:25 pm – 4:15 pm

Session V - Examination Track: Risk Scoping

Session V - Consumer Services Track: SES Complaint System

Humaira Mubeen (CSBS)


 4:15 pm – 4:45 pm

Round Table Discussion


Thursday, September 12, 2024

 

8:30 am – 9:45 am

General Session: Scams/Frauds

Special Agent, United States Secret Service


9:45 am – 10:40 am

General Session: Emerging Issues/Trends for Exams & Complaints


10:40 am – 10:55 am

Break


10:55 am – 11:45 am

General Session: Federal Rulemaking & Litigation Updates

Jim Copeland, Matt Nance


 12:00 pm – 1:15 pm

Lunch - On Own


1:20 pm – 2:10 pm

Session I - Examination Track: Safeguard Rule and IT/IT Examinations Part One

Session I - Consumer Services Track: Consumer Services Tools

Karen Dahlberg O’Connell (FTC)


 2:10 pm – 3:10 pm

Session II - Examination Track: Safeguard Rule and IT/IT Examinations Part Two

Matt Hodges

Session II - Consumer Services Track: Student Education Loan Lenders/Servicers

Bradley Fletcher


3:10 pm – 3:25 pm

Break


3:25 pm – 4:15 pm

Session III - Examination Track: Student Education Loan Lenders/Servicers

Bradley Fletcher

Session III - Consumer Services Track: Round Table


4:15 pm – 4:45 pm

Round Table Discussion


Friday, September 13, 2024

 

8:30 am – 9:45 am

Roundtable


9:45 am – 9:50 am

Closing Remarks

 

Program is tentative and subject to change