Thursday, March 8, 2018
6:00 - 7:00 pm Welcome Cocktail Reception
7:00 - 9:00 pm Welcome Dinner
Friday, March 9, 2018
8:00 - 9:00 am Breakfast
9:00 - 10:00 am Education Session
10:00 - 11:00 am Forwarders and Receivers
11:00 - 11:15 am Networking Break
11:15 - 12:00 pm General Membership Meeting
12:00 - 1:00 pm Lunch
1:00 - 2:00 pm Education Session
2:00 - 3:00 pm Education Session
3:00 - 3:15 pm Networking Break
3:15 - 4:15 pm Education Session
4:30 - 6:00 pm Triadic Tournament!
6:00 - 7:00 pm Cocktail Reception
Dinner on your own at one of
Marina del Rey’s many restaurants
Saturday, March 10, 2018
7:30 - 9:00 am Breakfast
9:00 - 10:15 am Open Forum - Part I
10:15 - 10:30 am Networking Break
10:30 - 11:30 am Open Forum - Part II
12:00 pm Optional activities
TMZ Tour, Golf Outing, Lunch and Shopping at LA’s Famous Farmers Market, Shopping at The Grove, An Afternoon Visit and Lunch at the Getty Villa

Forwarders and Receivers                                    

Members of the triadic system examine questions and case studies which occur in day-to-day operations in an agency, a law firm and a law list publishing company.  Attend this hybrid education and networking session not only to take ideas and solutions back to your office, but to meet EVERY colleague in the room!  If there is a topic or case study you would like to see in this session, please submit it to

Speakers: You!


Open Forum

Don’t miss our famous open, collegial discussion on Saturday morning which has been touted as the best in the industry!  We look forward to discussing How to Best Educate Your Client:  the Credit Grantor at this meeting, amongst other subjects. Got an Idea?  Send it to us!  We’ve tackled up-to-date, relevant subjects such as:  Business Growth, Email Management, Cutting-Edge Technologies, Effective Communication between Generations, Ideas to Attract a Millennials Workforce, Social Media Policies and look forward to having another outstanding exchange amongst members!

Speakers: You!

Cyber Security: Protect Your Information Like a Hollywood Bodyguard!

Cybersecurity Awareness-Avoid “WarGames”

Learn about the latest social engineering techniques cybercriminals are using against collection agencies such as vishing, phishing, spear phishing, CEO wire fraud, pretexting, baiting, quid pro quo, tailgating, diversion theft, water holing, etc.  In addition, we will cover other types of cyber-attacks like malware, password attacks, man-in-the-middle attacks, drive-by downloads, malvertising, and rogue software. We will discuss 10 things your collection agency can do to protect itself against these threats.  Attend this session to avoid WarGames!

Speaker:  Marco Alcala, CEO Alcala Consulting Inc 


BOLOs for Collection Agencies and How the Attorney Partners Can Help

What to “Be on the Look Out” for in your clients’ documentation will be addressed in this in depth, informative session.  Identify “The Good, the Bad and the Ugly” of credit applications and problematic contractual clauses, such as jurisdictional and statute of limitation issues.   Join a discussion of how attorneys can help collection agencies improve their clients’ agreements to maximize the collection of receivables.

Speaker:  Peter Ramsey Helt, Baylinson, Kudysh, Greenberg & Helt LLC


Do The Right Thing!

The NACARA (North America Collection Agency  Regulatory Association) state regulators are joined by licensing expert, Terri Goins to share with agencies and attorneys how to improve internal operations to comply with changing state laws.  The license application process will be made easy with the best practices these experts have to offer.  A regulator examination should not be seen as “Armageddon”…learn the steps to put in place for a successful outcome by participating in this small group session, which allows for effective interaction between the meeting attendee and the licensing expert and regulator.  Our format maximizes the time for individual questions and a discussion of tailored recommendations.  

Jillian Laine, ID Dept of Finance
Steven McElwain, Dept of Financial Institutions-Arizona
Terri Goins, Licensing Expert
Elizabeth Benotti, MA Department of Banking and North American Collection Agency Regulatory Association (NACARA) President
Manuel F. Newburger, Barron & Newburger and Independent Standards Board Chairman


What is YOUR Racket?

Conflict Resolution and Effective Communication

Rackets are impediments to relationships.  How do rackets interfere with relationships and team functionality?  What can you do to recognize rackets that are affecting you and your team?  What can you then do to make sure that they no longer get in the way?  It's closer than you think!

Speaker:  Steven C. Isberg, Ph.D, Associate Professor of Finance, Robert G. Merrick School of Business, University of Baltimore and Senior Fellow at the Credit Research Foundation


Join the awesome TMZ Celebrity Tour guides and see the REAL Hollywood, on a 2-hour celebrity safari. As you travel through Hollywood, West Hollywood, The Sunset Strip and Beverly Hills, you'll see the locations TMZ has made famous over the last decade and watch some of the biggest stories in celebrity entertainment news come to life on customized luxurious tour buses.

$75 per person. Includes transportation.



The J. Paul Getty Museum at the Getty Center in Los Angeles houses European paintings, drawings, sculpture, illuminated manuscripts, decorative arts, and photography from its beginnings to the present, gathered internationally.

$75 per person. Includes lunch and transportation.



Travel with your colleagues for lunch at a favorite destination among locals and tourists since 1934, LA's world famous Original Farmers Market. This icon offers over 100 gourmet grocers, restaurants from across the globe, and world class shopping in an open-air setting.

Join your fellow members next door and experience The Grove, a popular fashion, shopping, dining and lifestyle destination with the best mix of retail, restaurants and entertainment in Los Angeles.

$75 per person. Includes transportation.



Visit Venice Beach's pier and tourist shops. Enjoy street musicians and the gorgeous beach. Then have lunch with colleagues overlooking the ocean on the rooftop deck of the famous Venice Whaler.

A local institution welcoming locals and visitors alike since 1944, the Venice Whaler has been an escape from reality, a place for celebration, and a favorite watering hole to numerous artists including the Doors, Beatles, and Beach Boys.

$50 per person. Includes transportation.



Rancho Park Golf Course is an 18-hole, par 71 championship course playing at 6,630 yards, designed by William Johnson and William P. Bell. Rancho Park opened with the 1949 U.S.G.A. Public Links Championship and has been host to eighteen Los Angeles Opens as well as numerous LPGA and Senior tour events between 1978 and 1994.

$100 per person. Includes transportation, cart, green fee and practice balls.



Enjoy tennis with your colleagues at the nearby Ritz Carlton Marina del Rey.

$35 fee includes transportation to Ritz Carlton, one hour court time, rackets, and balls.