A Playbook for Digital Communications in Creditors Rights Law Practices
NCBA Legal Learning Webinar
This webinar has been postponed. We will update this page once we know the new date and time.
Join panelists Christopher Boyd, Klima, Peters & Daly P.A.; Shawn Kennedy, Klima, Peters & Daly, P.A.; Barbara Nilsen, Blitt & Gaines, P.C.; and Lauren Valenzuela, TrueML Products and TrueML Shared Services for a webinar designed specifically for creditors rights law firms transitioning to digital communications with consumers.
Sponsored by:
This session will provide a comprehensive playbook for creating effective and compliant digital outreach strategies that enhance consumer interactions and streamline operations.
Learning Objectives:
- Operational Considerations: Evaluate your staffing needs to determine if you should hire additional team members or optimize existing resources.
- Policy Development: Develop internal legal policies that align with your firm’s objectives and comply with federal and state regulations.
- Processes for Success: Learn best practices for managing and reviewing inbound replies to ensure timely, professional responses while maintaining compliance.
- Lessons Learned: Examine case law and regulatory guidance to identify best practices and common pitfalls in digital communications with consumers.
This webinar is essential for attorneys and law practices looking to modernize their communication strategies while ensuring compliance and operational efficiency.
Whether you’re just starting to explore digital tools or refining your current approach, you’ll gain actionable insights to elevate your firm’s strategy.
CLE is pending for this webinar.
Christopher Boyd
Klima, Peters & Daly, P.A.
Christopher Boyd is the Information Technology Department Manager at Klima, Peters & Daly, P.A.
He has been with Klima, Peters & Daly P.A. since January 2002.
Shawn Kennedy
Klima, Peters & Daly, P.A.
As Firm Director, my role is to provide leadership and visionary direction for the Company while managing the integrity of Company operations and communication between multiple departments. Duties include: Regular communication with departmental managers, supervisors, and team leaders regarding the operations of their departments and the employees under their direction; Analysis of exceptions for Company-wide processes and reporting the same to Company’s owner(s); Routine performance calls with the Company’s top clients/customers and any necessary analysis of client/customer portfolios to ensure processes are being followed and standards being met; directing improvements of the Company’s process development, training, and implementation; Review and reporting of department performance metrics; Directing Company compliance and regulatory policy initiatives; Directing development of new Company processes, including digital communications processes, technology changes, and industry trend reviews.
Barbara Nilsen
Blitt & Gaines, P.C.
Barbara Nilsen is a partner and Chief Compliance Officer of the law firm of Blitt & Gaines, P.C. She is licensed to practice in the State of Illinois, the State of Missouri and is admitted to the bar of the United States District Court for the Northern District of Illinois. Prior to joining Blitt and Gaines, P.C. as a Partner, she practiced in the areas of creditor’s rights and residential foreclosures at the law firm of Freedman Anselmo and Lindberg, LLC. She has been practicing in the area of creditor's rights for 18 years and has focused the last 12 years in compliance.
Barb is the Immediate Past President and a member of the Executive Committee of the National Creditors Bar Association, a Washington, D.C. based trade association representing the nation’s best debt collection attorneys.
Lauren Valenzuela
TrueML Products
Lauren Valenzuela, General Counsel and Chief Compliance Officer of TrueML Products and TrueML Shared Services, is a thought leader in the fintech industry. Having served in multiple legal and compliance leadership roles within organizations and in private practice, and serving on various industry committees for over a decade, Lauren is known as a creative collaborator and is a recognized compliance expert in the ARM space. She has presented and/or written compliance commentary for insideARM, ACA International, AccountsRecovery.Net, California Association of Collectors (CAC), Receivables Management Association International (RMAI), and Receivables Info. Lauren was recognized as a Top 50 Receivables Professional and a Top Women Leader in Accounts Receivable in 2019 by Receivables Advisor; and recognized as a “Move Maker” in 2023 by Women in Consumer Finance. She is also a Certified Receivables Compliance Professional by RMAI.
CLE Information
National Creditors Bar Association is a national provider of legal educational content. NCBA’s goal is to provide its members with as many opportunities as possible to earn Continuing Legal Education (CLE) credits. Some NCBA webinars state that they are pending approval. If a webinar is pending approval, it means that NCBA’s education staff is awaiting confirmation of approval for CLE credit from the accrediting body of a particular state; it should be noted that individual states have different response and approval rates. NCBA expects that the course will be approved for the credit amount and type listed, but approval is not guaranteed. An attorney can still take the course at their own discretion, though.
It is not uncommon for a course which is pending approval to not be approved until after the webinar has taken place. Once an official decision notice arrives from the state, NCBA will notify attorneys who have completed the course as soon as possible via email, and will re-issue any certificates of completion to reflect the updated state reporting numbers. However, it is recommended that attorneys do not view webinars that are pending approval close to their CLE deadline, as NCBA cannot guarantee that a course will be approved in time.
National Creditors Bar Association will seek MCLE accreditation, with the assistance of the ABA MCLE, for this webinar. NCBA will seek General CLE credit hours in 60-minute-hour states, and in 50-minute states, subject to each state’s approval and credit rounding rules. States typically decide whether a program qualifies for MCLE credit in their jurisdiction 4-8 weeks after the program application is submitted. For many live events, credit approval is not received prior to the program. A link for CLE requests will be provided to webinar attendees who have met the attendance and engagement requirements.