RMAI’s Executive Summit delivers a great mix of education sessions and networking interactions set in a supremely scenic venue. Often touted as the best event of the year, attendees also rate the Executive Summit the best value for learning the latest in receivables management compliance, legal, and operations, while engaging with industry colleagues from all lines of business.

Enjoy the Executive Summit’s casual summer vibe, including the signature evening fire pit gatherings. Make a vacation out of your trip. (Registration options are available for guests and children.)

Agenda

Download Our Agenda

Start the RMAI Executive Summit with golf or education on Tuesday, and cruise right into cultivating relationships with friends and colleagues. Executive Summit provides networking events with top-level executives and quality education sessions presented by receivables management industry leaders. Get first-hand legal, legislative, and regulatory updates and industry insights on the latest topics and trends affecting your business. If you are pursuing or renewing your CRCP designation, you can earn education credits. Check back for updates to speakers and course descriptions.

Online Agenda Sponsor

Tuesday
2022-08-02
Wednesday
2022-08-03
Thursday
2022-08-04
08:30 - 16:00
Registration Open | Sponsored by Absolute Resolutions Corporation
09:00 - 10:00
Networking Breakfast
09:00 - 16:00
Golf at Quit Qui Oc Golf Club | Sponsored by Crown Asset Management, LLC & TRAKAmerica
10:00 - 10:50
The Force of Fintech

The Financial Technology (FinTech) market continues to be one of the fastest -growing asset classes for debt buyers. Don’t be left behind! Come to this interactive panel and learn about recent market changes and what RMAI is doing to help fuel this growth.

The Force of Fintech image
Kaye Dreifuerst
Security Credit Services, LLC
The Force of Fintech image
Keith Walch
Spring Oaks Capital, LLC
The Force of Fintech image
Greg Woodford
Absolute Resolutions Corp.
10:50 - 11:00
Networking Break | Sponsored by Messer Strickler Burnette, Ltd.
11:00 - 11:50
Risk Management – From Personal Liability to Your Organizational Risk

The new Director of the CFPB, Rohit Chopra has the collection industry in his sites. Medical collections, credit reporting, and consumer fees are just the tip of the iceberg. Executives must take steps to ensure their organization’s highest governing body supports a culture of compliance. In this session we will discuss:

  • Establishing top-down governance from the Board of Director to the Collection Floor
  • Understanding personal liability
  • Investing in compliance and valuing its impact on your bottom line
  • Setting expectations to drive compliance
  • Preparing for a Regulatory Examination
  • Documenting your compliance story

Attendees will leave with a useful checklist to help them identify what areas to focus on and questions that will drive meaningful discussion with their compliance department.

Risk Management – From Personal Liability to Your Organizational Risk image
Rozanne Andersen
Finvi
Risk Management – From Personal Liability to Your Organizational Risk image
Jonathan Pompan
Venable LLP
Risk Management – From Personal Liability to Your Organizational Risk image
Sara Woggerman
ARM Compliance Business Solutions
12:00 - 12:50
Measuring Up to the CFPB’s Standards – the RMAI DEI Benchmark Report

The CFPB under the Dodd Frank Act is charged with developing standards for assessing diversity and inclusion at the financial entities the Bureau regulates. To further that effort, CFPB released a report in January of this year to provide information about diversity and inclusion initiatives that their peers are undertaking and the various options available to entities of different sizes.  In response, RMAI’s Diversity Equity Inclusion Task Force put together a Benchmark Report with concrete recommendations and clear steps for member companies of all sizes and all budgets.  Join a DEI expert and members of the Task Force for a discussion on program standards, metrics, and key results.  How does your business measure up?

Measuring Up to the CFPB’s Standards – the RMAI DEI Benchmark Report image
Kelly Knepper-Stephens
TrueAccord
Measuring Up to the CFPB’s Standards – the RMAI DEI Benchmark Report image
Adam Parks
Plaza Services, LLC
12:50 - 14:00
Networking Lunch | Sponsored by National Credit Adjusters
14:00 - 16:00
Current Issues in Receivables Management
Current Issues in Receivables Management image
Stefanie Jackman
Ballard Spahr, LLP
Current Issues in Receivables Management image
Andrew Roskam
Acctcorp International
Current Issues in Receivables Management image
Nicole Strickler
Messer Strickler Burnette, Ltd.
Current Issues in Receivables Management image
Tamar Yudenfreund
Midland Credit Management
17:00 - 19:00
Opening Reception | Sponsored by Venable LLP
21:00 - 23:00
After-Hours Fire Pit | Sponsored by WebRecon, LLC
07:30 - 15:30
Registration Open | Sponsored by Absolute Resolutions Corporation
08:00 - 09:45
Networking/Issues Discussion Breakfast | Sponsored by Velocity Portfolio Group
09:45 - 10:00
Networking Break
10:00 - 10:50
Welcome & Keynote Address – Bryan Steil, U.S. Congressman, Wisconsin
Welcome & Keynote Address – Bryan Steil, U.S. Congressman, Wisconsin image
Representative Bryan Steil
U.S. House of Representatives, Wisconsin
10:50 - 11:00
Networking Break
11:00 - 12:00
Federal Regulators Panel

With Congress in gridlock, much of the activity is coming from the various federal agencies, bureaus, and commissions. After a two-year respite due to the pandemic which also includes a change in administration, we are pleased to again welcome back live representatives from the CFPB and the FTC to our always popular Federal Regulatory Panel.  This is an update you can’t afford to miss as we hear the latest of the regulators’ philosophy, what is behind many of the headlines, and take a look at what the industry can expect in the months/years ahead.

Federal Regulators Panel image
Mark J. Cavin
CFPB
Federal Regulators Panel image
Dan Dwyer
FTC
Federal Regulators Panel image
John McNamara
CFPB
Federal Regulators Panel image
Scott Steckel
CFPB
12:00 - 13:10
Networking Lunch | Sponsored by Security Credit Services, LLC
13:10 - 13:55
Cryptocurrency: The Regulatory Environment

Join Dan Nuñez Cohen, Senior Policy and Regulatory Counsel for Crypto.com, to discuss the economics and politics of the $1.5 trillion cryptocurrency market. Dan will walk through the technology, use cases, market dynamics, and the insider DC baseball around this growing asset class.

Cryptocurrency: The Regulatory Environment image
Dan Nuñez Cohen
Crypto.com
14:00 - 15:15
State of the Financial Services Industry Association

The accounts receivable management industry is not an island standing alone – we are part of a bigger picture! Literally, hundreds of financial services associations represent various market sectors at the state and national levels. Attend this panel discussion to hear association executives share their views on the current environment, their members’ forecast for the next year, and “what keeps them up at night.”

State of the Financial Services Industry Association image
Francis Creighton
Consumer Data Industry Association (CDIA)
State of the Financial Services Industry Association image
Andrew Duke
Online Lenders Alliance (OLA)
18:00 - 21:00
Special Event: Laketober Fest! | Sponsored by EZMessenger & VeriFacts
21:00 - 23:00
After-Hours Fire Pit | Sponsored by Plaza Services, LLC
08:00 - 08:45
Networking Breakfast | Sponsored by NCB Management Services, Inc.
08:00 - 10:00
Registration Open | Sponsored by Absolute Resolutions Corporation
08:45 - 10:35
Market Update
Market Update image
Niloy Bhattacharyya
Prosper Marketplace
Market Update image
Andrew Giofre
Credit Shop/Mercury Mastercard
Market Update image
Justin Parker
Upstart
Market Update image
Angela Peleschka
Snap Finance
Market Update image
Mike Young
Upgrade, Inc.
10:35 - 10:45
Networking Break
10:45 - 11:45
State & Federal Legislative & Regulatory Update

The 2022-midterm elections are poised to shift the landscape of both political parties as well as control in several legislatures at the state and national level. Given the amount of political uncertainty, legislators have pushed active agendas in the attempt to ensure passage of key consumer protection laws while they are confident to have the ability to effect change. Significant legislative and regulatory proposals have or could be adopted prior to the year’s end in AZ, CA, CO, CT, DC, MA, and NY. Come for an in-depth policy discussion on the trends we have seen, what challenges we anticipate, and how the midterm elections could affect the industry.

State & Federal Legislative & Regulatory Update image
Dan Crowley
K&L Gates, LLP
State & Federal Legislative & Regulatory Update image
Clayton Friedman
Crowell & Moring
State & Federal Legislative & Regulatory Update image
Don Maurice
Maurice Wutscher, LLP
State & Federal Legislative & Regulatory Update image
David Reid
Receivables Management Association International
12:00 - 12:15
Retreat Wrap-up Led By RMAI President Adam Parks
Select date to see events.

Registration

Register Today
Early Member Rate (until 6/7/2022) $1,095
Standard Member Rate (beginning 6/8/2022) $1,145
Non-Member Rate $1,395
Tuesday Golf (includes green fees, lunch, drink ticket, shared cart, tournament fees) $150
Spouse or Guest Registration (outside industry) includes conference daily meal functions, receptions and Wednesday special event $295
Spouse or Guest Wednesday Special Event ONLY $150
Child – Opening Reception and Wednesday Special Event ONLY $75

Registration Sponsor

Absolute Resolutions Corp.

Attendee Refund and Cancellation Policy

  • Written cancellations received by May 31, 2022, will be processed minus a $50 administration fee.
  • Written cancellations received between June 1, 2022, and July 1, 2022, will be refunded at 50% of the registration fee amount.
  • NO REFUNDS will be made for registration cancellations received on or after July 1, 2022.
  • Due to commitments required by RMAI, no refunds are offered for golf, but registration may be transferred to another individual.
  • Attendee registrations may be transferred to another individual within the organization.  Submit requests to sdone@rmaintl.org

Sponsorship

Sponsorship Opportunities

Contact Sylvia Done about sponsoring
Sponsorship Amount 
Branded Name Badge Holder
Sponsored by Beam Software
SOLD
Attendee Bag Insert (Multiple Available)
Sponsor provided item
Sponsors include Branding Arc, Halsted Financial Services, LLC and Prodigal Technologies
$750
Golf Attendee Gift (Multiple Available)
Sponsors include FLOCK Specialty Finance, National Credit Adjusters, Resurgence Legal, and Vertican Technologies
$1,500
Online Agenda
Sponsored by RevSpring, Inc.
SOLD
Education Session $750
After-Hours Firepit Event – Tuesday
Sponsored by WebRecon
SOLD
After-Hours Firepit Event – Wednesday
Sponsored by Plaza Services, LLC
SOLD
Silent Auction
Sponsored by Applied Innovation, Inc.
SOLD
Branded Attendee Lanyard
Sponsored by Consumer Adjustment Company, Inc. (CACI)
SOLD
Golf Program
Sponsored by Crown Asset Management and TRAKAmerica
SOLD
In-Room Delivery
Sponsor provided item
Sponsors include Provana
$1,000
Technology
Sponsored by Solutions by Text
SOLD
Pocket Guide
Sponsored by FLOCK Specialty Finance
SOLD
Tuesday Breakfast $1,500
Tuesday Lunch
Sponsored by National Credit Adjusters
SOLD
Tuesday Iced Coffee Specialty Break
Sponsored by Messer Strickler Burnette, Ltd.
SOLD
Wednesday Breakfast
Sponsored by Velocity Portfolio Group
SOLD
Wednesday Lunch
Sponsored by Security Credit Services, LLC
SOLD
Thursday Breakfast
Sponsored by NCB Management Services, Inc.
SOLD
Thursday AM Break $1,000
Infused Water Station
Sponsored by Garnet Capital Advisors
SOLD
Branded Portfolio & Pen
Sponsored by FFAM360
SOLD
Branded Attendee Tote Bag
Sponsored by Maurice Wutscher
SOLD
Reception – Opening
Sponsored by Venable LLP
SOLD
Special Event – Wednesday Evening (Two Available)
Sponsored by EZ Messenger and VeriFacts
SOLD
Registration (Onsite and Online)
Sponsored by Absolute Resolutions Corp.
SOLD
Branded Hot Cup / Hot Cup Sleeve
Sponsored by Genesys
SOLD

Thank You to Our Sponsors!

Hotel & Travel

Make your reservation by calling The Osthoff Resort at 1-800-876-3399 by July 8, 2022, and saying you are with the Receivables Management Association International (RMAI) group.

The Osthoff Resort, Elkhart Lake, WI, offers a variety of room types and rates, from guest rooms to suites, ranging from $320 to $404 + tax per night. With RMAI’s group rate, you benefit from no resort fee; complimentary parking, wireless internet, and daily newspaper. Room reservations require Executive Summit registration. This is a very popular time at the resort. Reserve early!

RMAI’s travel agent, Jeff Kramer, is available to assist you with your travel. Call 1-800-282-6557 or email jeffkramer@primary.net.

There are two additional hotels nearby, if you are unable to get into the Osthoff.

Siebken’s Resort The Shore Club
284 S Lake Street 276 Victorian Villiage Drive
Elkhart Lake, WI Elkhart Lake, WI
920-876-2600 920-876-3323
How to Make Reservations How to Make Reservations
http://www.siebkens.com https://www.choicehotels.com/reservations/groups/XH23H0
Select “Book your stay” from lower right corner, and choose dates of stay and room type. Add Group Code RMAINTL.

Golf

RMAI is ramping up and reimagining golf for Executive Summit 2022!  Redesigned as a Best Ball Scramble tournament.  Enjoy the game, then attend the post-game awards barbecue!  Proceeds benefit the RMAI Legislative Fund.

Day: Tuesday, August 2, 2022

Time: 9:00 am

Location: Quit Qui Oc Golf Club
500 Quit Qui Oc Lane
Elkhart Lake, WI 53020

Price: $150 per person (includes green fees, lunch, drink ticket, shared cart, tournament fees)

During Registration, buy Mulligans, reserve clubs, and list your handicap.
Mulligans – two for $25 (includes a single drink ticket)
Rental Clubs – $30 (includes a sleeve of balls and a bag of tees)

Sponsored By

    

Area Attractions & Activities

Aspira Spa

Nestled among the surrounding cedar trees and spring fed waters of crystal-clear Elkhart Lake, the Aspira Spa at the Osthoff Resort offers guests a holistic approach to the spa experience. Aspira means to breathe in and infuse balance and calm.

Lakefront Fun

The Osthoff Resort offers the finest lakeshore setting in southeastern Wisconsin with 500 ft. of sand beach on beautiful Elkhart Lake. Formed by retreating glaciers, Elkhart Lake has a natural sand bottom that keeps our water clear year-round.

Osthoff Kids Club

The Osthoff Resort’s Kids Club offers children (and their parents) a chance to enjoy the surroundings and traditions of a Wisconsin resort. Classes are both educational and full of fun for children from 4-10 years of age.

Plymouth Art Center

Plymouth Arts Center is located in historic downtown Plymouth, WI. This community non-profit organization is dedicated to its mission… “To enliven the spirit of our community and to enrich the lives of all, by providing diverse experiences in the arts!”

Henschel’s Indian Museum

The museum is full of artifacts found on the Henschel site and the surrounding area, as well as collections on loan. The natural freshwater springs-fed ponds are full of plump farm-raised brook trout and rainbow trout. (No fishing license required.)

Explore More

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