Monday, September 9, 2024
4:00 pm – 6:00 pm
Early Registration Open
6:00 pm – 8:00 pm
NACCA Continuing Education & Consumer Services Committees Meeting (Committee Members Only)
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 | Jorge L. Perez, Commissioner of the Department of Banking for the State of Connecticut
9:15 am – 10:15 am
Icebreaker
10:45 am – 11:00 am
Break
11:00 am – 11:45 am
12:00 pm – 1:00 pm
Opening General Session: Roundtable Discussion
Lunch Provided
1:10 pm – 1:15 pm
Welcome: Examination Track
Edward Myslik
Welcome: Consumer Services Track
Melissa McCollum, Sheri Rockcastle, Kristy Hanshaw
1:15 pm – 2:05 pm
Session I- Examination Track: Exams 101
Allison Baxter (CFPB), Jim Copeland
Session I - Consumer Services Track: Roundtable: How do you _____ in your state?
Melissa McCollum, Sheri Rockcastle, Kristy Hanshaw
2:05 pm – 2:55 pm
Session II - Examination Track: Multi-State Examination Process
Ken Middlebrooks, Tom Nate, Kevin Brown, Troy Debusk, Bryon Gibbs, Jim Copeland
Session II - Consumer Services Track: Complaint Writing Workshop
Matt Nance, Kristy Hanshaw
2:55 pm – 3:10 pm
Break
3:10 pm – 4:05 pm
Session III - Examination Track: Writing Skills
Matt Nance, Rikki Scott, Jim Copeland, Ken Middlebrooks
Session III - Consumer Services Track: Outreach Roadshow
Celia Kinney, Kellie Davis, Sheri Rockcastle
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, Alejandra Krasnow (CSBS), Edward Myslik
Session I - Consumer Services Track: Tribal Lending
Neal Monaghan, Melissa McCollum
9:45 am – 10:45 am
General Session: Debt Management
Neal Monaghan, Matt Nance
10:45 am – 10:55 am
Break
10:55 am – 12:00 pm
General Session: Crypto Lending
Ethan McLaughlin, Edward Myslik
12:00 pm – 1:15 pm
Trivia Luncheon
1:20 pm – 2:10 pm
Session III - Examination Track: Delivering Difficult Exam Findings
Kevin Brown
Session III - Consumer Services Track: Complaint Trends
Edward Myslik
2:10 pm – 3:10 pm
Session IV - Examination Track: Consumer Credit Math
Rodney Williams, Ostap Dumansky (CFPB - MAPR), Jim Copeland
Session IV - Consumer Services Track: Consumer Concerns/Scams/Fraud
Edward Myslik, Sheri Rockcastle, Melissa McCollum
3:10 pm – 3:25 pm
Break
3:25 pm – 4:15 pm
Session V - Examination Track: Multistate Exam Processes & Scoping
Tom Nate, Edward Myslik
Session V - Consumer Services Track: SES Complaint System
Humaira Mubeen, Alejandra Krasnow (CSBS), Kristy Hanshaw
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
Edward Myslik, Rick Dumais, Mike Lentini, Sheri Rockcastle
10:40 am – 10:55 am
Break
10:55 am – 11:45 am
General Session: Federal Rulemaking & Litigation Updates
Jim Copeland, Matt Nance, Edward Myslik
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
Brad Robinson, Jim Copeland
Session I - Consumer Services Track: Consumer Services Tools
Karen Dahlberg O’Connell (FTC), Sheri Rockcastle
2:10 pm – 3:10 pm
Session II - Examination Track: Safeguard Rule and IT/IT Examinations Part Two
Matt Hodges, Jim Copeland
Session II - Consumer Services Track: Student Education Loan Lenders/Servicers
Bradley Fletcher, Melissa McCollum
3:10 pm – 3:25 pm
Break
3:25 pm – 4:15 pm
Session III - Examination Track: Student Education Loan Lenders/Servicers
Bradley Fletcher, Edward Myslik
Session III - Consumer Services Track: Round Table
Sheri Rockcastle
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