Collections & Bankruptcy School: Advanced
Topics & Objectives

Please note that the Topics/Objectives listed below are subject to change.

Financial Counseling & Collection: When Can It Work Together?

• Define and differentiate financial counseling and collecting
• Understand how and when to use financial counseling methods to diminish the need for collection efforts
• Discover how basic financial counseling tools help keep you, as the collector, from burnout

Managing a Collection Department

• Learn how to set priorities and improve your department's operating proficiency
• Create an understanding of the collection department's role in the credit union
• Discover skills to improve collectors' training, motivation, accountability, and self-esteem
• Learn when the credit union should outsource this function and how to maintain a positive relationship with the agency

Best Practices Round Table Discussion

• Review the collection tools currently in use
• Discuss the current challenges that exist in collection practices today

The Legal System & Collections

• Learn what to look for and what to avoid when hiring an attorney
• Determine when to pursue legal options with members
• Define the most cost-effective and successful legal options

Advanced Issues in Bankruptcy

• Understand Right of Offset
• Review the debtor's schedule and petition
• Learn to screen bankruptcy claims for fraud
• Acquire techniques to deal with adversarial proceedings

For more program content information or to request a brochure call 800-356-9655, ext. 4249, or email elearning@cuna.coop. For registration questions, call 800-356-9655, ext.4400 or e-mail reginfo@cuna.coop.