Catherine Calko is the Chief Compliance Officer and Assistant General Counsel for Spring Oaks Capital. She joined the company in 2020 as the Director of Audit and Compliance, bringing with her an extensive career in compliance and operational controls from her previous roles at Bank of America (MBNA) and Wells Fargo. In recognition of her experience and leadership, Catherine was promoted to her current position in 2021.

At Bank of America, Catherine gained comprehensive experience across the entire credit life cycle, working in collections, credit, and customer service. She played a pivotal role in establishing a vendor controls and oversight program for legal and collections vendors. During her tenure at Wells Fargo, she served as a Business Risk and Controls Manager, supporting recovery, third-party collections, legal collections, and bankruptcy.

In addition to her corporate experience, Catherine has also served as an Assistant Attorney General with the Ohio Attorney General’s Office. She holds a BA from Bowling Green State University and earned her law degree from the University of Akron.

Michelle is the Managing Partner and Chief Compliance Officer at Bridgeforce, a consulting firm focused on consumer lending, payments and deposits. She jointly oversees Bridgeforce’s U.S. practice and leads the Consumer Reporting Compliance practice. Michelle’s 35+ years of industry experience gives her a unique blend of working with the art of the possible while understanding the black and white necessities of compliance to protect both Bridgeforce and our clients. Her deep knowledge of consumer reporting, usage and disputes means that she is frequently tapped to share her expertise at high-profile industry conferences and webinars hosted by CDIA, CBA, SBFE, ARMLaw, AccountsRecovery.net, insideARM, NAFCU and ACA.

Kevin Toth is Senior Manager of Debt Resolution and Customer Relations at Security Finance, where he leads settlements, debt sales, credit reporting, credit disputes, and consumer complaints. Kevin brings more than 27 years of experience in consumer finance, including 20 years in the payday lending industry prior to joining Security Finance, where he has held several leadership roles spanning Operations and Internal Audit. His experience provides a practical, operations-focused perspective on managing complaints, disputes, and credit reporting, with a focus on building effective processes, identifying root causes, and driving continuous improvement.

Scott Morris is a Managing Member of Tromberg, Miller, Morris & Partners, PLLC, a leading creditors’ rights firm specializing in consumer collections and foreclosure. With over two decades of experience, Scott has built a reputation for combining deep legal expertise with operational innovation. He previously served as Treasurer of the National Creditors Bar Association and currently sits on the Board of Directors of the New York State Creditors Bar Association, where he contributes to shaping industry standards and advancing best practices through leading the government affairs committee. Scott’s work spans complex regulatory matters involving the Consumer Financial Protection Bureau (CFPB), State Attorneys General, and federal, state, and local compliance frameworks. He has successfully implemented Compliance Management Systems, enhanced technological and operational processes, and provided strategic leadership to large teams of professionals. He earned his J.D., cum laude, from New York Law School (2004) and his B.L.A. from the University of Maryland, College Park (1998). Scott is admitted to practice law in New Jersey, New York, and Virginia.

Mark has been involved in the stratification of over 800 individual transactions, including the analysis behind the potential liquidation for over $20 Billion in purchased accounts. Mark is a frequent speaker on topics ranging from Data Security, Operational Best Practices, Historical Industry Analysis, Encryption Methodology, Risk Mitigation and Relationship Building.

He was appointed to serve on the task force committee that implemented certification within RMAI, a cornerstone of what inevitably became RMAI’s federally recognized compliance program. He was also a founding board member of the Certification Committee and continues to teach the introductory course for Certification. An RMAI Certified Receivables Compliance Professional, Mark was elected to the RMAI Board of Directors in 2014, and after serving two terms as President.

Brent Yarborough is a principal with Maurice Wutscher LLP and is based in the firm’s Birmingham, Alabama office. Brent advises banks, credit unions, fintech lenders, debt buyers, collection agencies, and law firms on matters related to compliance with federal and state consumer financial laws.

Mr. Little, a Partner with Lippes Mathias, is one of the leaders of the Litigation Team and is the firm’s Consumer Financial Services Litigation Practice Team Leader. He focuses his practice on a wide range of commercial and business litigation matters, including contractual disputes, issues raised by federal and state regulatory agencies, shareholder derivative actions, business divorces, claims asserted pursuant to the Racketeer Influenced and Corrupt Organizations (RICO) Act, and real property litigation.

Additionally, Mr. Little devotes a significant amount of his time to traveling the country defending creditors and other financial institutions against individual and class claims that his clients have violated, including the Fair Debt Collection Practices Act (FDCPA), the Fair Credit Reporting Act (FCRA) and the Telephone Consumer Protection Act (TCPA).

Xerxes Martin is a founding partner of Martin Golden Lyons Watts Morgan PLLC and works out of the Dallas office. Xerxes has extensive experience in both jury and non-jury trials, briefing, motion practice, and hearings. He believes in thinking outside the box for his approach to develop creative solutions to the client’s issues and circumvent potential issues down the road. He has handled all facets of cases from pre-litigation, trial and appeal obtaining numerous favorable decisions for his clients.

Anne Thomas has been with Cavalry Portfolio Services for more than 15 years and has been in the debt collection industry for nearly 20 years. As part of her role, Anne is responsible for designing, implementing, and monitoring the Compliance Management System. In addition, she serves as a member of Cavalry’s Compliance Committee.

Sean Clark is Senior Vice President of Strategic Growth at Provana, leading initiatives that expand the company’s impact across the credit, collections, and legal ecosystems. With 20+ years of experience, he drives innovation in contact center operations, compliance-driven workflows, and technology-enabled services.

His work sits at the intersection of strategy, partnerships, and applied AI helping organizations modernize operations while maintaining regulatory integrity. Sean has also played a key role in advancing Provana’s solution capabilities through strategic initiatives and acquisitions. Known for his practical, operator-first perspective, Sean is a frequent speaker on topics such as contact center transformation, compliance oversight, and the evolving role of AI in regulated environments.

Rodrigo Fuentes is VP of Growth at Kompato AI, an AI-native debt recovery company that pairs Voice AI with human collectors for lenders, banks, and debt buyers. He leads go-to-market, sales, and customer success. Rod started his career as an electrical engineer and moved into patent litigation before turning to tech startups. He founded a marketing technology company that was acquired in 2019. He joined Kompato to help bring an AI-native collections platform to the U.S. market. Rod is based in Denver.

Kim is a partner in Troutman Pepper Locke’s Privacy + Cyber as well as the Consumer Financial Services Practice Groups, where she provides data protection counsel to companies on compliance with federal and state laws and regulations. Her work encompasses strategic planning and guidance for companies to incorporate privacy and data security considerations throughout their enterprise from product development to marketing and implementation. She also assists companies with data breach prevention and response.  Kim also provides extensive e-commerce support, including mobile app development, conducting online behavioral advertising assessments, enhancing website privacy policies, and advising on social media, artificial intelligence, and other consumer interactions.  Kim also provides guidance to clients on regulatory compliance matters, including supervisory and enforcement interactions with the CFPB, FTC, and state attorneys general. Kim has been recognized in Chambers FinTech Legal USA and is a member of the American College of Consumer Financial Services Lawyers. Kim also serves as an adjunct professor of cybersecurity and artificial intelligence at the George Mason University Antonin Scalia Law School.

Dara Tarkowski is an attorney at Much Shelist, P.C., where she leads the Tech Innovation, Data & Financial Regulation team. She provides 360-degree legal counsel at the intersection of emerging technology, data, financial services, and the digital economy.

ARM organizations, banks, fintechs, digital asset companies, data-driven enterprises, and technology innovators rely on Dara and her team for the full spectrum of legal needs, from day-to-day compliance and regulatory strategy to complex transactions, government advocacy, and high-stakes litigation.

Dara is a recognized thought leader in the areas of technology and highly regulated industries. American Banker named her as one of the Most Influential Women in Fintech. She hosts her own podcast, “Tech on Reg,” and she is a regular contributor to the world’s top fintech podcast, “Breaking Banks.”

Kim is a partner in Troutman Pepper Locke’s Privacy + Cyber as well as the Consumer Financial Services Practice Groups, where she provides data protection counsel to companies on compliance with federal and state laws and regulations. Her work encompasses strategic planning and guidance for companies to incorporate privacy and data security considerations throughout their enterprise from product development to marketing and implementation. She also assists companies with data breach prevention and response.  Kim also provides extensive e-commerce support, including mobile app development, conducting online behavioral advertising assessments, enhancing website privacy policies, and advising on social media, artificial intelligence, and other consumer interactions.  Kim also provides guidance to clients on regulatory compliance matters, including supervisory and enforcement interactions with the CFPB, FTC, and state attorneys general. Kim has been recognized in Chambers FinTech Legal USA and is a member of the American College of Consumer Financial Services Lawyers. Kim also serves as an adjunct professor of cybersecurity and artificial intelligence at the George Mason University Antonin Scalia Law School.

Lauren is a licensed attorney and a regulatory and compliance specialist for the financial services industry. Having served as general counsel for many years in the financial services industry, Lauren has a breadth of experience advising on compliance with federal and state consumer protection laws, government regulation and affairs, state licensing requirements, data privacy, litigation defense, labor and employment issues, transactional matters, and business strategy. Her background makes Lauren uniquely positioned to help companies operationalize compliance across an organization. Her hands-on experience leading cross-functional teams to design, implement, and test policies, procedures, processes, and compliance management systems gives Lauren a unique perspective that is sensitive to the realities companies face when determining how to best mitigate risks while optimizing resources.

Lauren is a leader in the accounts receivables industry. She serves on multiple committees for ACA International and RMAi, and is an ACA certified Credit and Collection Compliance Attorney. She has presented and/or written compliance commentary for InsideARM, ACA International, AccountsRecovery.Net, Receivables Info, and the California Association of Collectors (CAC). Lauren has also served as guest on multiple industry podcasts. She was recognized as a Top 50 Receivables Professional and a Top Women Leader in Accounts Receivable in 2019 by Receivables Advisor.

Kelly Knepper-Stephens is the Chief Compliance Officer and General Counsel at TrueAccord Corp. She is a passionate advocate for making the law (and legal advice) interesting for everyone. Her work focuses on government regulation, compliance, and civil litigation. She advises on the intersection of innovation in technology with consumer protection statutes such as the Fair Debt Collection Practices Act, Fair Credit Reporting Act, Telephone Consumer Protection Act, Equal Credit Opportunity Act, privacy and security laws and other federal and state regulations.   Kelly serves on the Board of Directors for the Receivables Management Association International, is an ACA-Certified Instructor, and serves on the Steering Committee for the Consumer Relations Consortium. She also served as a SER for the Arbitration and Debt Collection Rulemakings. FinTech Magazine named Kelly one of the Top 100 Women in FinTech in 2022 and Collection Advisor Magazine named Kelly one of the 20 Most Powerful Women in Collections in 2018 and 2016.

Chris Leslie has been the chief executive of the UK trade body the Credit Services Association (CSA) since 2020. He is a former UK Member of Parliament for Nottingham East (2010 – 2019) and Shipley (1997 – 2005) and was UK Shadow Chancellor of the Exchequer in 2015. He was a Government Minister in several departments, with responsibility for constitutional issues and the courts, local government and at the UK Cabinet Office. For five years from 2005 he was Chief Executive director at the New Local Government Network think tank, leading new research and policy development on devolved governance across the UK, during which time Chris was also a trustee at the debt advice charity Consumer Credit Counselling Service (now ‘StepChange’). He specialised in financial services and economic policy during his time in Parliament since 2010 and was shadow City Minister and shadow Chief Secretary to the Treasury in the aftermath of the global financial crisis. Chris also served for three years on the International Trade Select Committee of the House of Commons and the Public Accounts Committee.

Dan Crowley is a partner in K&L Gates’ Washington, D.C. office. He leads the firm’s global financial services policy practice. In the decade before joining K&L Gates, he led the government relations efforts at the Investment Company Institute, The Nasdaq Stock Market, and the National Association of Securities Dealers. Previously, he served as general counsel to then-House Speaker Newt Gingrich, and to House Oversight Committee Chairman Bill Thomas. Dan also serves as RMAI’s Federal Counsel.

Don Maurice is a partner at Maurice Wutscher LLP representing the financial services industry in bench trials and jury trials of individual and class actions as well as appeals. He is admitted to the Bars of Massachusetts, New York, New Jersey, and the District of Columbia and has practiced law since 1988. Don has been inducted into the American College of Consumer Financial Services Lawyers where he serves as Regent. He is outside counsel to the Receivables Management Association International. He is a fellow at the American Bar Foundation and chairs the Consumer Affairs Committee of the New York City Bar Association. He formerly chaired the Debt Collection Practices and Bankruptcy Subcommittee of the American Bar Association. He is certified as a Leadership Professional in Ethics and Compliance by the Ethics Compliance Initiative.  He is editor of the Consumer Financial Services Blog (cfsblog.com). A frequent speaker and author on ethics, financial services, and privacy law, his many articles on these topics have been published in law reviews and trade publications.

David Reid serves as General Counsel for the Receivables Management Association International (RMAI). In this capacity, David manages the legal, state legislative, regulatory, and advocacy activities of the association. David also serves as staff liaison to the RMAI Certification Council and its Standards and Remediation Committees. David is a graduate of Canisius College and Albany Law School. He is admitted to the California, New Jersey, and New York bars.

Meghan draws on her first-hand experience in high-level consumer protection roles to counsel clients through state attorney general investigations and enforcement actions across several key industries, including education, financial services, health care, hospitality, pharmaceuticals, and telecommunications. Prior to entering private practice, Meghan served as chief of the Consumer Protection Division in the Office of the Nebraska Attorney General, a role in which she was responsible for the investigation and enforcement of state and federal laws related to deceptive and unfair trade practices, data privacy and security, antitrust, nonprofits, tobacco regulation, and charitable trusts. Meghan also served for nearly a decade in the consumer protection and antitrust division of the Office of the Kansas Attorney General.

Sean Clark is Senior Vice President of Strategic Growth at Provana, leading initiatives that expand the company’s impact across the credit, collections, and legal ecosystems. With 20+ years of experience, he drives innovation in contact center operations, compliance-driven workflows, and technology-enabled services.

His work sits at the intersection of strategy, partnerships, and applied AI helping organizations modernize operations while maintaining regulatory integrity. Sean has also played a key role in advancing Provana’s solution capabilities through strategic initiatives and acquisitions. Known for his practical, operator-first perspective, Sean is a frequent speaker on topics such as contact center transformation, compliance oversight, and the evolving role of AI in regulated environments.

Kristyn Leffler is the Vice President of Digital Strategy and Operations for Resurgent Capital Services. Her teams are responsible for all aspects of Resurgent’s digital operations: strategic segmentation, content design and delivery, product management, execution, revenue performance, and oversight. Leading these efforts has given her a front-and-center view and renewed appreciation for the application of new and innovative technologies in the finance and fintech environment. Previous roles in her eleven years with Resurgent include portfolio and strategy analytics, inventory integration and segmentation, and non-performing judgment strategies. She holds an MS in Applied Economics and Experimental Statistics from Clemson University and a BS in Business Administration from Duquesne University.

Rebekah Luebcke serves as Chief Operating Officer of Invenio Financial, where she oversees operational strategy, inventory management, vendor performance, and operational support functions across the organization. Ms. Luebcke brings more than 20 years of experience in receivables management, financial services operations, and compliance collaboration, including operations leadership roles with two prominent debt buyers and prior leadership experience in payments processing and revenue cycle management. Throughout her career, she has led initiatives focused on operational optimization, collection vendor oversight, litigation network management, performance strategy, change management, and regulatory readiness. Within the industry, Ms. Luebcke currently serves as Chair of the (RMAI) Industry Research Working Group and is a member of various other committees and working groups. She previously served on the Fintech Legal Working Group, contributing to the development of RMAI’s fintech asset class requirements adopted in 2022 and related industry resource papers addressing fintech receivables and chain of title considerations. Ms. Luebcke holds a Master of Music Education and Bachelor of Arts in Music from The University of Mississippi, is an RMAI Certified Receivables Compliance Professional (CRCP), and was recognized with the 2022 RMAI President’s Award and the 2025 Women in Consumer Finance Visionary Leadership Award.

Michael Cassidy is the Chief Operating Officer with Velocity Portfolio Group. Michael has spent over 20 years in executive and leadership positions within the financial services industry. Prior to joining Velocity, Michael co-founded a fintech consulting firm, Maxwell & Graves Solutions, and was responsible for building and leading Collections & Recovery at Prosper Marketplace.

Geoff Meister is the CEO of Paragon, a master servicing organization that leverages data, predictive analytics, and a nationwide network of agencies and law firms to optimize charged-off receivable performance. Over the past 25 years, Geoff has held leadership roles spanning debt purchasing, portfolio valuation, collections operations, and business development, giving him firsthand experience across the full receivables management lifecycle. Before founding Paragon, he built and managed high-performing recovery operations and managed consumer receivable portfolios from many of the nation’s largest financial institutions. His expertise includes analytics-driven servicing, vendor management, compliance, litigation strategy, and maximizing portfolio performance throughout the recovery lifecycle.

Amber Russo is President/Principal of Kino Financial Co., LLC., an RMAI Certified Debt Buyer. She is responsible for overseeing all facets of the portfolio acquisition process, agency and legal network management, and business operations. Amber has dedicated over nineteen years to the receivables management industry and is an advocate for state and regional debt buyers. Amber currently serves as President-Elect on the Board of Directors for Receivables Management Association International.

Kristyn Leffler is the Vice President of Digital Strategy and Operations for Resurgent Capital Services. Her teams are responsible for all aspects of Resurgent’s digital operations: strategic segmentation, content design and delivery, product management, execution, revenue performance, and oversight. Leading these efforts has given her a front-and-center view and renewed appreciation for the application of new and innovative technologies in the finance and fintech environment. Previous roles in her eleven years with Resurgent include portfolio and strategy analytics, inventory integration and segmentation, and non-performing judgment strategies. She holds an MS in Applied Economics and Experimental Statistics from Clemson University and a BS in Business Administration from Duquesne University.

Porter Heath Morgan is an attorney and advisor who partners with clients to help unlock their people and their leadership and compliance initiatives.  Heath is a third generation collection attorney who has grown up in the industry and has 19 years of in house counsel experience for collection agencies, collection law firms, debt buyers, healthcare providers and technology companies.

Heath is passionate about training and education and is a frequent speaker for ACA, NCBA, RMAI, and serves on the ACA Council of Delegates and is a founding member of the Colorado Creditors Bar Association where he serves on the board of directors and as the CLE Committee chair. Heath is licensed in Colorado, Kansas, Oklahoma, Wyoming and is a member of the Supreme Court Bar.

Alan Hochheiser is a leading practitioner in the areas of creditors’ rights and bankruptcy law. He advises and represents businesses, regional and national banks, credit unions, equipment lessors and other lenders, as well as secured and unsecured creditors.  Among his accomplishments, he has successfully resolved non-dischargeable claims based upon fraud conversion and breach of fiduciary issues and has successfully handled the assumption of leases in the bankruptcy of a major airline. Al has been named to ALM’s list of Cleveland’s Top-Rated Lawyers and is peer-rated AV Preeminent by Martindale-Hubbell, the worldwide guide to lawyers.

Bruce Jobe serves as Senior Vice President for Resurgent Capital Bankruptcy and Specialty Recoveries, where he oversees the daily management, performance, and strategic direction of a 66-person team. His organization brings together specialists, paralegals, data analysts, and claim filers supporting bankruptcy claims, secured automobile servicing and liquidation, and settlement agreements with more than 150 debt settlement companies. In 2025, the operation generated more than $300 million in revenue under his leadership.

Bruce’s leadership is grounded in deep experience across financial services, operations, risk management, and disciplined execution. Before joining Resurgent, he held senior roles at Bank of America, most recently overseeing Issues and Exam Management and Business Controls for Default Servicing. He is known for building accountable teams, strengthening controls, and improving complex operations, including leading 130 professionals and significantly reducing aged and open remediation issues within six months.

Jonathan L. Pompan is a Partner in Venable LLP’s Washington, DC office and co-chair of the firm’s consumer financial services practice group.  Jonathan has extensive experience representing companies before the FTC, CFPB, state attorneys general, and state regulators. His experience includes several CFPB investigations and enforcement matters, examination preparation and appeals, conducting compliance audits, obtaining licenses, and assisting in the formation and development of new products and services. In addition, he provides ongoing compliance and general counseling advice to clients in the consumer financial services sector, including debt buyers and collectors, loan originators, fintech service providers, and advertisers and marketers, including lead generators.  Jonathan is versatile and creative in addressing legal and business considerations, and in developing compliance programs and advice tailored to his client’s unique needs and meeting government expectations.

Nicole M. Strickler is a seasoned litigator focusing her practice in the defense of consumer financial services litigation throughout the country. This includes representing clients in both individual and class actions involving state and federal consumer protection laws, such as Fair Debt Collection Practices Act, Fair Credit Reporting Act, Telephone Consumer Protection Act, and similar state laws. Her clients include corporations, lending institutions, collection agencies, asset purchasers, lawyers as well as individuals. While she always strives to win prior to trial, Ms. Strickler has successfully defended numerous bench and jury trials on behalf of her clients, including class claims. She is routinely solicited to speak before national industry trade organizations, and in publications, concerning issues affecting the credit and collection industry.

Catherine Calko is the Chief Compliance Officer and Assistant General Counsel for Spring Oaks Capital. She joined the company in 2020 as the Director of Audit and Compliance, bringing with her an extensive career in compliance and operational controls from her previous roles at Bank of America (MBNA) and Wells Fargo. In recognition of her experience and leadership, Catherine was promoted to her current position in 2021.

At Bank of America, Catherine gained comprehensive experience across the entire credit life cycle, working in collections, credit, and customer service. She played a pivotal role in establishing a vendor controls and oversight program for legal and collections vendors. During her tenure at Wells Fargo, she served as a Business Risk and Controls Manager, supporting recovery, third-party collections, legal collections, and bankruptcy.

In addition to her corporate experience, Catherine has also served as an Assistant Attorney General with the Ohio Attorney General’s Office. She holds a BA from Bowling Green State University and earned her law degree from the University of Akron.

Jessica Klander is President and Chair of the Board at Minneapolis-based Bassford Remele and co-chair of the firm’s Consumer Finance Practice Group. She represents and advises debt buyers, collection agencies, law firms, originating creditors, health care organizations, and other financial services businesses in consumer litigation, regulatory matters, and compliance. Her practice spans the FDCPA and Regulation F, FCRA, TCPA, EFTA, credit reporting, collection communications, privacy and data security, and evolving federal and state requirements. Jessica helps organizations manage risk, respond to regulatory inquiries and civil investigative demands, conduct compliance audits, and develop practical policies and procedures. She recently served as president of the Hennepin County Bar Association and is a frequent national speaker on legal and regulatory developments affecting the accounts receivable management industry.

Rodrigo Fuentes is VP of Growth at Kompato AI, an AI-native debt recovery company that pairs Voice AI with human collectors for lenders, banks, and debt buyers. He leads go-to-market, sales, and customer success. Rod started his career as an electrical engineer and moved into patent litigation before turning to tech startups. He founded a marketing technology company that was acquired in 2019. He joined Kompato to help bring an AI-native collections platform to the U.S. market. Rod is based in Denver.

Stefanie Jackman is a partner in Troutman Pepper Locke’s Consumer Financial Services and Regulatory, Investigations, Strategy + Enforcement (RISE) practice groups and is based in Atlanta. A recognized thought leader in consumer financial services, she helps clients navigate complex compliance issues under federal and state laws, including UDAP/UDAAP statutes, the FDCPA, FCRA, TCPA, EFTA, SCRA, and TILA.

Stefanie also represents clients in federal and state regulatory enforcement and supervisory matters, as well as in individual and class action consumer lawsuits. Her clients span nearly all sectors of the financial services industry, including banks, nonbank lenders, loan servicers,  collection agencies, debt buyers, collection law firms, healthcare providers, credit and prepaid card companies, auto lenders, fintech companies, and various technology and platform service providers.

Her work has earned recognition from Chambers USA, Legal 500 United States, Thomson Reuters Stand-out Lawyers, and Georgia Super Lawyers, among others. Her insightful analysis and thought leadership are regularly featured on her firm’s practice blog, Consumer Financial Services Law Monitor.

Manny Newburger leads the Consumer Financial Services Law Practice Group at Barron & Newburger, P.C. A frequent author and speaker on the FDCPA and other consumer protection laws, Mr. Newburger is known internationally for his expertise in consumer and commercial law, consulting on FDCPA, FCRA, and TCPA compliance across the globe and defending of individual and class consumer litigation and regulatory matters across the United States. His practice focuses on litigation, litigation management and strategy, regulatory defense, and compliance, and he serves as a settlement negotiator in complex cases. Mr. Newburger has consulted to collection industry members throughout the U.S., India, the Philippines, and Canada, and his clients include financial institutions, debt buyers, law firms, and collection agencies.

Michael Lamm is a Co-Founder and Managing Partner at Corporate Advisory Solutions (CAS), a respected and fast-growing, independent, investment and merchant banking firm that supports a select group of clients. Having completed 135 M&A engagements generating over $2.5B in deal value within accounts receivable management and related industries, Michael leads his deal team on M&A engagements, valuations, exit preparation, and board-room level consulting while also charting the firm’s corporate direction and strategic growth plan. Michael holds the Series 79, 63, and SIE registrations as a Registered Representative of Finalis Securities LLC, Member FINRA/SIPC. He is also a FINRA arbitrator. For more information about CAS, please visit www.corpadvisorysolutions.com.

Matt Maloney is a Co-Founder and Chief Investment Officer of the FFAM360 Alliance of Companies, which includes First Financial Asset Management, Inc. and a host of other affiliated companies (each apart of a group of independently operated Companies providing Accounts Receivables Management, Specialty Finance, and Insurance Subrogation Services to clients across North America & beyond).  In his leadership role, Matt is directly responsible for the strategic direction and investment strategy of the Companies.  Over his 22+ years helping lead the Companies, Matt has successfully guided the growth of the FFAM360 Alliance of companies, including raising over $500 Million in investment capital, launching new-business lines and industry verticals, and guiding the vision and values of the entire organization.  Led by Matt’s strategic direction, the FFAM360 Alliance of companies (and its affiliates) have become a widely sought-after company in the management both performing and non-performing accounts receivables emanating from a variety of industry sectors.

Throughout his professional career, Matt has held various positions on several industry association panels and boards, including with ACA International and RMAI.   He has co-authored books and manuals published by industry associations, and has been a presenter at more than a three (3) dozen industry trade shows.  Moreover, Matt is the Founder and Host of the Above & Beyond Leadership Podcast, a international podcast aired in over 36 countries which aims to empower, equip and inspire currently and future business and community leaders.