American Financial Services Association

2022 Independents Conference & Expo

May 2 - 5, 2022

La Quinta Resort & Spa | La Quinta, California

2022 Independents Conference & Expo

May 02 - 05, 2022

La Quinta Resort & Spa | La Quinta, California

Join AFSA’s independent members for a content-rich experience, engaging in strategic, thought-provoking discussions on issues affecting the industry.

 

AFSA is pleased to announce that the 2022 Independents Conference & Expo will be held May 2 – 5, at the beautiful La Quinta Resort & Spa in La Quinta (Palm Springs), California.

Each day will feature fast-paced and informative keynotes sessions, thoughtful committee meetings, and engaging networking opportunities.

  • Explore  business strategies and insights industry leaders and colleagues.
  • Participate  in thought–provoking keynotes, panels and committee meetings.
  • Network  with attendees, in the stunning Coachella Valley.

Do you have employees that have gone above and beyond in the last year? Nominate them for the 2022 Outstanding Employee Award! Learn more about the awards and view last year’s winners – recognize your outstanding employees!

AFSA Main Registration: $1,350 | Committee Member Registration: $975 | Outstanding Employee Registration: $750
Review the 2022 Independents Conference & Expo On-Site Program

Featured Speakers


Conference Schedule


Hotel / Travel

La Quinta Resort & Spa
49-499 Eisenhower Dr
La Quinta, CA 92253

BOOK YOUR ACCOMMODATIONS TODAY!
AFSA DISCOUNTED RATES

Attendees of the 2022 Independents Conference & Expo can enjoy accommodations at the La Quinta Resort & Spa for just $299 + $30 resort fee + $8.75 sales tax and an 11% occupancy fee.

You must register directly with the hotel. Click here to make reservations online. Reservations will be made on a space available, first-come, first-serve basis. A small portion of the room rate is applied to AFSA to offset conference expenses. The cut-off to make your hotel reservations was April 15th!

Learn more at laquintaresort.com.

GROUND TRANSPORTATION

Taxi service is available 24 hours a day to and from Palm Springs Airport and the hotel. The average price for a taxi is $65 each way and the average price for UberX is $49. If you prefer a sedan, please contact the resort concierge to arrange a private driver. Enterprise Rent-A-Car is pleased to offer AFSA attendees at 10% discount on rental vehicles. Visit the Enterprise website to make your reservation and use discount code 16AH072. 

AIR TRAVEL

AFSA is pleased to offer the following partner discounts:

  • United Airlines: Discounts of 2% to 10% off published fares. Save an additional 3% off by booking your own reservations at www.united.com, using the the code ZKQC206341. Alternatively, call your travel professional or United Meetings at 800-426-1122 for reservations. When doing so, refer to the discount code above.
  • Delta Air Lines offers air travel discounts to applicable fares for this conference. Reservations and ticketing is available at www.delta.com or (800) 328-1111, using the code NMVA9.
    

Sponsors

For more information, please contact Jenny Bengtson, Director, Membership and Marketing, jbengtson@afsamail.org, or call (202) 776-7304. For advertising inquires, review AFSA’s Marketing Kit and contact Marilyn McKinnis at mmckinnis@afsamail.org.

Diamond Sponsors

Platinum Sponsors

Gold Sponsors

Silver Sponsors

Bronze Sponsors


Expo Hall

For more information, please contact Jenny Bengtson, Director, Membership and Marketing, jbengtson@afsamail.org, or call (202) 776-7304. For advertising inquires, review AFSA’s Marketing Kit and contact Marilyn McKinnis at mmckinnis@afsamail.org.

ABCoA | Deal Pack
Booth #: 404

Location: Jacksonville, FL
Contact: Evelyn Hedy | Vice President
Phone: (800) 526-5832
Website: abcoa.com

Founded in 1983, ABCoA is a cutting-edge software company specializing in end-to-end software for the auto finance industry. Deal Pack, ABCoA’s flagship software, is a lender management software that handles everything from leasing to floor planning, with built-in accounting and consolidated financials for multiple-branch operations. Deal Pack’s focus on accounting, collections, and best practices provides a proven approach to streamline your business, simplify workflows, and address compliance concerns.


ACI Worldwide
Booth #: 300

Location: Miami, FL
Contact: Darcy Locke | Vice President, Head, Consumer Finance Sales
Phone: (502) 648-2353
Website: aciworldwide.com/solutions/aci-speedpay

As an unrivaled leader in the billing and payments space, ACI offers the ACI Speedpay solution, which innovates billing and payment options for customers and clients alike. The ACI Speedpay solution is a trailblazer in the industry, offering the most advanced features and services for clients across numerous industries.


Allied Business Systems
Booth #: 111.113

Location: Macon, GA
Contact: Miranda Price | Vice President, Business Development
Phone: (800) 727-7534
Website: alliedbiz.com

Allied Business Systems (ABS) offers loan origination and loan management software with the options and customizability to meet the needs of virtually any type of business. Our API driven software supports both traditional storefront locations and online lending business modules. Create new products, offer new services, and enhance your position within the industry with our powerful products. Numerous integrations and customizable work flows scale to fit practically any business need. Take control of your loan management software and partner with the loan software experts to help your business thrive.


Allied Solutions | Securian
Booth #: 303

Location: Carmel, IN
Contact: Suzi Straffon | Director, Finance Company Markets | Sales Department
Phone: (469) 363-8464
Website: alliedsolutions.net/consumerfinance

Allied Solutions and Securian Financial partner to provide a comprehensive product suite of insurance, lending, marketing, and risk management services. Today’s consumer lending market is complex, and we understand the balance of traditional business with emerging trends and solutions.


Amsive
Booth #: 504

Location: Bolingbrook, IL
Contact: Greg Hamby | Senior Director, Business Development
Phone: (601) 214-7331
Website: amsive.com

Consumers signal individuality in all kinds of ways. Today marketers must listen and act on those signals. At Amsive, we give you the tools to know more and the services to do more. We give you the data and insights to know who your customers and next customers truly are. We show you where to find them and how to connect with them in ways that are personal and relevant. And then we show you what’s working and what’s not, continually measuring, optimizing, and analyzing every part of your marketing spend.


AUL Corp.
Booth #: 201

Location: Napa, CA
Contact: Bryan Nieves | Vice President, National Accounts
Phone: (800) 826-3207
Website: aulcorp.com

AUL’s mission is to be the premier F&I provider in America by any quantifiable measurement of business activity.


Black Book
Booth #: 212

Location: Lawrenceville, GA
Contact: Susan Moritz | Vice President, Sales
Phone: (800) 554-1026
Website: blackbook.com

Black Book® provides data and insights that allow you to make intelligent decisions every day.

BlytzPay
Booth #: 203

Location: Draper, UT
Contact: TJ Lee | Vice President, Sales
Phone: (801) 658-2212
Website: BlytzPay.com

BlytzPay is a mobile-first software solution that affords merchants the ability to invoice, collect and communicate via text message. BlytzPay offers a secure, mobile method to reduce time spent on collections and helps cultivate customer relationships. All through text.


Credit Bureau +™ by Trust Science
Booth #: 313

Location: Edmonton, Alberta CANADA
Contact: Evan Chrapko | Chief Executive Officer
Phone: (587) 393-6619
Website: TrustScience.com

Compliant Lead Sourcing/Screening and Loan application scoring & decisioning for Subprime lenders. Used by leading direct *and* indirect Auto Loan lenders, as well as Personal (unsecured) Loan lenders. Also used during Securitization negotiations. 44 patents.


Crypton Mobile
Booth #: 608

Location: Augusta, GA
Contact: David Phillips | President
Phone: (706) 955-6407
Website: cryptonmobile.com

Crypton Mobile is a multinational technology corporation specializing in enterprise-level business-to-business software solutions for the consumer lending, real estate, automotive, retail, and food service industries. These services include electronic signatures, electronic vaulting, facial recognition and identity verification, and compliance-based machine learning solutions.


DDI Technology
Booth #: 304

Location: Irmo, SC
Contact: Jon Campbell | Director, Business Development
Phone: (516) 246-1738
Website: dditechnology.com

DDI Technology offers financial institutions and automotive dealers a suite of automotive title/registration management and total-loss transaction technologies that deliver efficiencies, reduce costs, and enable superior customer service. DDI can also assist your institution in all 50 states from title application to lien release. To learn how DDI can help your team streamline processes, improve reporting and manage exceptions with a simple, user-friendly application click here.


Element Remarketing
Booth #: 401

Location: Hoffman Estates, IL
Contact:Jay Watson | Vice President, Sales
Phone: (248) 904-9468
Website: remarketingbyelement.com

Display and Present Remarketing By Element Remarketing Programs and Services.


Financial Recovery Services
Booth #: 211

Location: Edina, MN
Contact: Kaye McComas | Vice President, Business Development
Phone: (612) 518-0873
Website: fin-rec.com

FRS is a highly regarded, nationally licensed receivables management firm headquartered in Edina, MN. The collection and recovery of bad debt is our core competency. Our offerings include first & third-party servicing and early-age, late-stage, out of statute, pre-legal, post-judgment, and debt settlement collection programs.


Fortegra
Booth #: 505

Location: Jacksonville, FL
Contact: Mike Ferris | Senior Vice President, Credit Protection
Phone: (904) 638-7502
Website: fortegra.com

Credit Life, Credit Disability, Credit Involuntary Unemployment, Credit Property & Auto, Accidental Death & Dismemberment, Motor Club, Non-Recording/Non-File


FSSI
Booth #: 411

Location: Santa Ana, CA
Contact: John Pulver | Relationship Manager
Phone: (714) 436-3300
Website: fssi-ca.com

Your one-stop source for innovative customer communications. Deliver documents on time and on target. Greater control and transparency start here!


GOLDPoint Systems
Booth #: 215

Location: Provo, UT
Contact: Glen Twede | Vice President
Phone: (801) 429-2172
Website: goldpointsystems.com

API based Software Lending platform that can be configured to your unique lending needs. Online origination, decisioning, servicing, payments, accounting and reporting.


Green Dot Corporation
Booth #: 314

Location: Pasadena, CA
Contact: Tony Phillips | Business Development
Phone: (708) 307-8410
Website: greendot.com

Green Dot Corporation is a financial technology leader and bank holding company with a mission to power the banking industry’s branchless future. The Green Dot platform boasts a powerful payment disbursements engine and a 100,000+ location nationwide cash acceptance network that enables partners such as providers of consumer credit and installment loan products to better serve their customers.


IM Group Marketing
Booth #: 510

Location: West Deptford, NJ
Contact: Seth Manley | Director, Sales
Phone: (843) 408-5777
Website: imgroupmarketing.com

IM Group is a leader in providing strategies insight, data and analytic services, and direct marketing campaign management solutions to financial services clients. We leverage customer communications strategies across a wide range of channel deployments, including print and digital, to deliver long-term, profitable customers.


Inovatec Systems
Booth #: 600

Location: Burnaby, BC, CANADA
Contact: Brendon Aleski | Director, Sales
Phone: (412) 735-1661
Website: inovatec.com

Inovatec’s suite of modern, intelligent SaaS solutions are modern, secure and stable products used by some of North America’s largest lenders. The Inovatec LOS.LMS and Direct systems enable automated, efficient workflow that let your team do more with less and help your business grow.

iQ Decision Engine
Booth #: 514

Location: Irving, TX
Contact: Will Lindsey | Senior Director, Marketing
Phone: (214) 906-0833
Website: iqdecisionengine.com

iQ Decision Engine is a cloud-based decision engine that automates risk decisions. iQDE is simple to use: no coding, simple integration, scalable, and safe. We also offer proprietary iQ Scores for risk, fraud, response and customer bank transactions as well as building custom scores. Regardless of what you are spending on underwriting software, we can save you money.


LAUNCHER.SOLUTIONS
Booth #: 310

Location: Jacksonville, FL
Contact: Ray Antunez | Director, Client Services
Phone: (877) 556-2437
Website: launcher.solutions

LAUNCHER.SOLUTIONS provides technologies for banks, credit unions, and lending institutions. Its appTRAKER Loan Origination System is configurable to fit any business model. appTRAKER’s rules modeler allows for rapid deployment of rules, which are tested in our QA environment before implementing. LAUNCHER.SOLUTIONS focuses on customer service, providing simple implementations and support services before and after go-live.


Lender Compliance Technologies
Booth #: 412

Location: Southlake, TX
Contact: Tyler Gray | Director, Sales
Phone: (817) 725-8340
Website: lct1.com/

Lender Compliance Technologies provides F&I compliance software for lenders. LCT’s first product, Refund Control, is a lender-managed cancellation and refund system. Using industry best practices for software development, our solutions include full out-of-the-box workflows, real time reporting, third party integration connectors and security that focuses on protecting consumer data.


Lightico
Booth #: 311

Location: New York, NY
Contact: Gaby Young | Director, Marketing
Phone: (917) 475-0128
Website: lightico.com

Lightico is an award-winning SaaS platform that empowers lenders to accelerate originations and servicing processes. With the Lightico Digital Completion Cloud™, companies leverage no-code workflows to collect customer eSignatures, documents, stips and payments, and authenticate ID in real time — straight from the customer’s smartphone. As a result, businesses enjoy faster and shorter sales and servicing cycles, boost NPS, and significantly improve their completion rates.


LiveVox
Booth #: 610.612

Location: San Francisco, CA
Contact: Lily Nguyen | Marketing Coordinator
Phone: (561) 827-8301
Website: livevox.com

LiveVox is the only one-stop-shop for true omnichannel engagement that unifies modern channels, CRM, and WFO functionality into a single cloud customer engagement platform to optimize the customer experience in today’s digital age.


LoanPaymentPro
Booth #: 415

Location: Bloomingdale, IL
Contact: James Celli | Chief Executive Officer
Phone: (888) 391-5901
Website: loanpaymentpro.com

Innovative, technology-driven payment and funding solutions in both consumer finance and debt repayment spaces.


Megasys
Booth #: 511

Location: Orange, CA
Contact: Diana Moreau | Sales Manager
Phone: (800) 927-4490
Website: megasys.net

Megasys is the leading provider of complete loan Originations & Servicing systems. Our total Omega system solution includes loan originations, loan servicing, collections, reporting, and document storage. Our integrated package is tied to our own sophisticated and user-friendly General Ledger and Accounts Payable systems.


MeridianLink
Booth #: 402

Location: Costa Mesa, CA
Contact: Jon Johnson | Regional Sale Manager
Phone: (516) 220-8174
Website: meridianlink.com

MeridianLink DecisionLender® is a complete lending solution for direct and indirect lenders and consumer finance companies. DecisionLender automates your entire loan origination process so your customers can apply for credit digitally and be automatically pre-approved. Gain market share, expand reach and improve the customer experience with MeridianLink DecisionLender.


NEO
Booth #: 315

Location: San Jose, CA
Contact: Scott Shamrell | Head, Sales & Business Development
Phone: (949) 326-4928
Website: neoverify.com

Neo’s application scoring and underwriting system leverages AI/ML, along with your past loan performance, to automate application processing, mitigate rise, increase profitability and decrease time to approvals.


Nortridge Software
Booth #: 502

Location: Foothill Ranch, CA
Contact: Kim Stempel | Vice President, Sales
Phone: (714) 263-7285
Website: nortridge.com


Park National Bank
Booth #: 205

Location: Columbus, OH
Contact: Jack Arthur | Vice President
Phone: (614) 372-6441
Website: parknationalbank.com

Park National Bank provides revolving/re-discount lines of credit from $5-50 million, with an ability to arrange larger facilities. At Park, we take your success personally. It’s important to us to help you attain the proper financing for your unique situation, tailored to meet your needs.


Paymentus
Booth #: 208

Location: Charlotte, NC
Contact: Nelly Meyer | Directer, Sales Manager
Phone: (210) 445-0894
Website: paymentus.com

Paymentus (NYSE: PAY) is a leading provider of cloud-based bill payment technology and solutions. Our omni-channel platform provides consumers with easy-to-use, flexible and secure electronic bill payment experiences through their preferred payment channel and type. For more information, please visit www.paymentus.com

PaymentVision
Booth #: 213

Location: Jacksonville, FL
Contact: Michelle Jeffers | Director, Business Development
Phone: (800) 345-7243
Website: paymentvision.com

PaymentVision offers clients the unified ability to accept check, ACH, cash, credit and debit payments through their call center IVR, online, text, and mobile app. Improve collections with smarter payment platforms.


PayNearMe
Booth #: 400

Location: Santa Clara, CA
Contact: Bruce Gaskill | Sr. Director, Sales and Partnerships
Phone: (650) 930-1020
Website: paynearme.com

PayNearMe is the modern and reliable payments platform that lets your customers pay how, when and where they want. Accept cash, debit, credit, ACH and mobile-first payment methods including Apple Pay and Google Pay – all with a single platform. PayNearMe builds innovative technology with an emphasis on user experience, customer satisfaction and reliability so you can collect every payment, every time.

Penn Hill Associates
Booth #: 200

Location: Pawleys Island, SC
Contact: Kevin Camell | Director, Operations
Phone: (843) 267-1280
Website: pennhillassociates.com

Penn Hill is more than and executive search firm. While those persons that occupy the C Suite are important to the success of organizations, they need solid contributors around them. We provide many of our clients with their “Executives of Tomorrow.” Being involved with our client’s strategic growth plans allows us to provide talent as needed. Penn Hill is a go to source on multiple levels.


REPAY
Booth #: 500

Location: Atlanta, GA
Contact: Susan Perlmutter | Chief Revenue Officer
Phone: (817) 439-6215
Website: repay.com

REPAY is a payment technology provider that offers card and ACH processing, Instant Funding, a consumer-facing mobile app, and online bill payment systems with web, text, and IVR capabilities.


RSM
Booth #: 101

Location:
Contact: Morris R. Marshburn | Partner
Phone: (919) 645-6858
Website: rsmus.com

RSM US LLP is the leading provider of audit, tax and consulting services focused on the middle market, with 12,000 professionals in 84 cities nationwide. Our full range of services help specialty finance companies address their complex business challenges such as regulatory compliance, security and privacy, and transaction due diligence.


Secure Title Administration, Inc.
Booth #: 403

Location: Duluth, GA
Contact: Mark Gallagher | Account Executive
Phone: (866) 742-1466
Website: info.secureta.com

Secure Title Administration, Inc. (STA) provides title administration services that allow lenders to outsource time consuming task, while maintaining transparent control over the status of titles. STA remains at the forefront of the title administration industry, including all regulatory and legislative requirements.


Security Credit Services, LLC
Booth #: 606

Location: Oxford, MS
Contact: Jim Matthews | Manager, Business Development
Phone: (662) 281-7314
Website: equiproinvestments.com

Security Credit Services (SCS) specializes in the purchase of delinquent receivables. As one of the nations top privately owned receivables purchasing firms, SCS has accredited certificates in both compliance and service standards. For over 20 years, SCS has purchased portfolios at various stages of the account life cycle and across multiple asset classes.


Solifi
Booth #: 305

Location: Minneapolis, MN
Contact: Ray Wizbowski | Chief Marketing Officer
Phone: (612) 851-3200
Website: solifi.com

At Solifi, we believe that commerce is only as strong as the system it runs on. Our mission is to reshape finance technology by bringing together proven solutions into a singular powerful technology platform designed to help you guard, guide, and grow your business.


Solutions by Text
Booth #: 301

Location: Dallas, TX
Contact: Danny Cantrell | Founder
Phone: (214) 716-2558
Website: solutionsbytext.com

Solutions by Text was founded in 2008 with the mission to deliver impactful conversational messaging and convenient payment partner solutions that are rich, real-time, and compliant. SBT is the only compliance-first provider of enterprise texting solutions in the market.


State National Companies
Booth #: 410

Location: Bedford, TX
Contact: Mark Baltuska | Vice President, Finance Company Markets
Phone: (817) 727-7316
Website: statenational.com

You’ve worked hard to build your portfolio. Let State National give you the protection it deserves. Lenders nationwide use our array of proven, customized solutions to reduce charge-offs and improve the customer experience. When you choose State National, you’re forming a partnership with the leading firm in the industry.


SWBC
Booth #: 414

Location: San Antonio, TX
Contact: Cory Jefferies | Executive Vice President, Eastern Region
Phone: (210) 488-2246
Website: swbc.com

Headquartered in San Antonio, SWBC is a diversified financial services company providing a wide range of insurance, mortgage, and investment services to financial institutions, businesses, and individuals. SWBC is committed to providing quality products, outstanding service, and customized solutions in all 50 states.

TJ44 Consulting
Booth #: 512

Location: Greenville, SC
Contact: Tara Trantham | President
Phone: (864) 483-7047

TJ44 Consulting LLC – Compliance and More on Demand aims to be your compliance, risk management and creditors rights services provider of choice. With over 50 combined years of experience in financial services, consumer credit and collection, auto and mortgage lending we offer complete compliance solutions, risk identification and management services, bankruptcy services and much more. We have stood face to face with the CFPB, SEC, DOJ, OCC, FBI and won. Let us help you do the same.


TruDecision, Inc.
Booth #: 604

Location: Irving, TX
Contact: David Knightly | Chief Revenue Officer
Phone: (954) 873-2142
Website: trudecision.com

The team at TruDecision has over a half century of experience in consumer lending using analytic tools to provide a significant lift in performance and profit. The team provides white glove service to help lenders best maximize the use of their products to your advantage. They service banks, finance companies, captives and credit unions.


Vergent LMS
Booth #: 103.105

Location: Ridgeland, MS
Contact: LeAnn Cotten | Vice President, Sales & Lender Relations
Phone: (469) 262-9323
Website: vergentlms.com

The future of loan management software is automation and business intelligence. Our product is designed to meet the specific needs and unique demands of your lending environment. Underwrite, originate, fund and service loans all in one comprehensive software. With every activity, Vergent offers engaging and intuitive user experiences across its entire platform.


Winnow
Booth #: 405

Location: Anaheim Hills, CA
Contact: Chris Hilliard | Chief Operating Officer
Phone: (949) 356-0660
Website: winnow.law

Winnow Solutions, LLC is the developer of Winnow ®, a database-driven, RegTech platform that provides subscribers with accurate topic-driven surveys and automated compliance change management. Winnow catalogs over 45,000 individual state law requirements maintained by an experienced team of specialized attorneys and professionals. Winnow subscribers build highly tailored state law compliance surveys unique to their business type, licensing, financial products, and jurisdictions, with federal law surveys coming soon.