American Financial Services Association - Webinar Resource Center
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American Financial Services Association

Webinar Resource Center

Webinar Resource Center

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AFSA hosts a variety of webinars throughout the year to educate members on some of the most pressing issues that face the financial services industry. Webinar registration, as well as post-program recordings and handouts, are available to AFSA members only unless otherwise noted.

AFSA’s Business Partner Webinar series allows industry experts to share timely, educational topics directly with AFSA members. The webinars are designed to provide information that will allow AFSA members to more effectively design, develop and implement strategies for their company’s success. If you are a Business Partner and interested in participating, review the Business Partner Webinar Flyer for more information. To apply or for questions, contact AFSA Membership.

Upcoming Webinars

All webinars are scheduled for 2:00 p.m. ET. Topics, webinar descriptions, and registration links are posted approximately 1 month prior to the webinar date. Additional webinars are added as we confirm participants.

September 15 – WoltersKluwer
September 22 – defiSolutions
September 29 – Lightico
October 6 – F&I Sentinel
December 1 – Cox Automotive

2022 Webinar Recordings

BUSINESS PARTNER WEBINAR
The Electric Vehicle Market – Plugging Into Growth Opportunities
June 23, 2022

The US auto market has experienced seismic changes over the past two years, including increased demand for online shopping, financing and purchasing, and material growth in electric vehicle (EV) sales and EV production commitments. As the EV market in the US transitions from early adopters to a second wave of more mainstream consumers, we’ll go beyond the headlines to unpack how this market is evolving. In this session, TransUnion is partnering with leading automotive data and insights provider IHS Markit to better understand current and forecasted EV market share and underlying growth drivers. We’ll also explore EV brand loyalty and conquest data, and EV buyer credit characteristics, loan performance and distinct financing needs — all of which can impact lending strategies.

Presenter: Satyan Merchant, Senior Vice President and Automotive Business Lead, Transunion

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BUSINESS PARTNER WEBINAR
Top of Wallet: Meeting Mobile Expectations
June 16, 2022 | 2:00 PM ET

Nearly 40 percent of Millennials prefer to make their car payment through a mobile channel – almost double the rate from just one year ago,  according to the latest ACI Speedpay Pulse Study.    Plus, more than half of Millennials are using mobile wallets from Apple Pay and Google Pay to store other items, like digital tickets, boarding passes….and even car keys.     Are you meeting the mobile expectations of today’s consumers?   Join this session to learn more about how consumer finance companies of all sizes can take their mobile strategy to the next level – to drive customer satisfaction and engagement, reduce days outstanding, speed collections, and reduce costs.

Speaker: Tom Donovan, Principal Solution Consultant

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BUSINESS PARTNER WEBINAR
Auto Finance Data Trends…and How One Lender is Ahead of the Game
June 9, 2022

We’ll take a look at the latest auto lending consumer survey data to see what consumers are experience and expecting from auto finance. We’ll be joined by an auto lender that has been ahead of the curve on digitalization – how that data compares to what they are seeing as well as the impact of improving customer experience.

Speakers: Eytan Morgenstern, Director of Media and Communications and Yotam Haroosh, Digital Auto Finance Specialist

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BUSINESS PARTNER WEBINAR
Understanding the Newest Generation of Bill Payers
June 2, 2022

How do consumers ages 18-29 prefer to pay bills? What causes them to pay late? How does this differ from older generations?

In this webinar, PayNearMe will dive into the results of their latest research report, “What the Newest Generation Expects from Paying Bills”, exploring these questions and more. Get insights into this important market demographic, and learn what you can do to build payment experiences that appeal to younger consumers.

Speakers: Steve Murphy, Director of Marketing, PayNearMe

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BUSINESS PARTNER WEBINAR
Vehicle Financing in the Era of the Digital Consumer
May 26, 2022

Cox Automotive is well known for its yearly Car Buyer Journey study. But it only told half the story, particularly for lenders. With 85% of new and 39% of used cars financed last year,* we dived further in our research to understand just how consumers ultimately chose their finance provider, rate and term.  

 

Join us for this informative session, where we delve into consumers’ buying/financing psyche, — and how lenders should be strategically thinking and positioning their organizations for the fundamental shift to fully eCommerce auto retailing.  

 

*2021 Experian data

Presenters: Angela Drake, Senior Industry Intelligence Manager; Andy Mayers, Lender Strategist and VP, F&I Lender Operations

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BUSINESS PARTNER WEBINAR
Transcend the Traditional: The Future of Payments
April 28, 2022

The future of payments is here and there is no time to waste. Omni-channel bill pay options are necessary in today’s environment, but what’s next? Learn about emerging networks and the newest payment modalities, including cryptocurrency and the RTP network.

Presenters: Susan Perlmutter, Chief Revenue Officer; Christian Solomine, SVP Sales; Chris Arnette, SVP Product

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BUSINESS PARTNER WEBINAR
Digital Retail Done The Right Way
February 24, 2022

This webinar will focus on customer centricity as the north star to leap-frog current lead generators, transforming the customer experience without neglecting stakeholder needs, using end-to-end transactional platforms that drive sales in-store and future proofing your business: a digital retail platform for the mobility ecosystem.

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2021 Webinar Recordings

BUSINESS PARTNER WEBINAR
Auto Retailing Year-end Review and 2022 Industry/Legislative Outlook
December 9, 2021

No pun intended, but this year had no shortage of challenges for our industry. Jonathan Smoke, Cox Automotive Chief Economist, returns to the stage to talk about how we expect the year to close. He’ll be joined by Paul Scolese, Cox Enterprises Vice President of Government Affairs, to discuss recent and pending legislation that will impact auto sales and financing in the new year. We’ll save time at the end for Q&A, so come with your questions for our experts.

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BUSINESS PARTNER WEBINAR
Rebuilding Auto Originations Post Pandemic
December 2, 2021

Auto loan originations took a severe dip during the depths of the pandemic in 2020. The industry began to recover in the second half of 2020 and into 2021 as consumer finances stabilized and demand for automobiles as an alternative to public transportation increased. Additionally, shifts and shocks in the automotive industry have changed consumer behavior and market dynamics. The evolution of modern digital retailing, impact of global supply chain crunch (e.g., chips) on inventory and pricing, growth in auto refinance, and advent of next generation underwriting are all examples of factors reshaping auto lending in 2021 and beyond.

As auto lenders focus on growing their portfolios, they need to determine what enhancements are necessary to their existing originations strategies to identify growth opportunities. Current strategies for which customer segments to target and how to reach them should be revisited in light of the changes brought on by the pandemic. In this session, we’ll share insights on specific credit characteristics of consumers with high auto originations propensity, improving wallet profiles, and similarities amongst consumers who’ve historically taken out auto loans — all of which can be used to enhance existing lending strategies.

Presenter: Satyan Merchant, Senior Vice President of Auto, TransUnion

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BUSINESS PARTNER WEBINAR
Throw the baby out with the bath water?
November 18, 2021

At some point in your product evolution, you’ll reach a point where you’ll ask yourself, “Is it time to start over?” It’s inevitable. Or it should be. But, what if you’ve recently gotten in bed with your once-top competitor and are supporting two products that do basically the same thing but were founded and developed on (somewhat) opposing principles … and you’ve reached that point in both products. What would you do? What did we choose?

Join with defi SOLUTIONS leadership and product experts as they discuss “the babies” and the whys, whats, and hows of deciding if and when it’s time for them to go.

Presenters:
Scott Hendriks, Director Product Strategy, defi SOLUTIONS
Charles Sutherland, Chief Strategy Officer, defi SOLUTIONS
Christian Wilcoxson, Solutions Engineer, defi SOLUTIONS

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The FTC’s New Safeguards Rule – What It Says and What You Need to Do to Get Ready
November 11, 2021

On Oct. 27, the Federal Trade Commission (FTC) announced a newly updated rule, intended to strengthen the data security safeguards that financial institutions are required to put in place to protect their customers’ financial information. The FTC’s updated Safeguards Rule requires non-banking financial institutions, such as installment lenders and vehicle finance companies, to develop, implement, and maintain a comprehensive security system to keep their customers’ information safe.

Join Andrew Smith and Caleb Skeath from Covington to learn more about the rule. Previously, Andrew served as the Director of the Bureau of Consumer Protection at the FTC).

We’ll cover the requirements of the FTC’s final Safeguards Rule: the background of the current revisions, why the FTC is amending the rule, and the changes made from the proposed rule. We’ll also be discussing the data security guidance from the final rule. And, we’ll tell you what you need to do now to get ready for the November 2022 effective date.

Presenters: Andrew Smith, Partner, Covington (Former Director of the Bureau of Consumer Protection at the FTC) and Caleb Skeath, Associate, Covington

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Diversity & Inclusion Working Group Webinar with Social Innovation Leader, Brittany Young
November 10, 2021

Please join AFSA’s Diversity & Inclusion Working Group webinar and hear from Brittany Young about how to help build better communities and empower people.

Brittany is a Baltimore native with a diverse technical and employment background which includes McCormick & Co., NASA, JHU APL, and Key Technology Inc., Baltimore City Community College, Baltimore City Schools, and Lego ; she has programmed nuclear plants, developed medical devices, planned satellite explorations, and developed food products, but finds the most satisfaction in her roles in education, problem solving & service to her community.

Now Brittany is utilizing dirt bike culture to carve out a new lane in STEM and Motorsports to grow talent. B-360 focuses on : 1) real world app of STEM through dirt bike repairs , 2) Events for the style of riding to drive the industry , 3) work with city and government agencies to advocate for safe spaces and programmatic solutions to deter riding in traffic.

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BUSINESS PARTNER WEBINAR
The Digital Future: Implications for the auto retailing and financing model
October 21, 2021

Key topics to be covered in this interview will include:
• Understanding the competitive advantage from agency and why direct to customer platforms seem likely to deliver more customer data and customer insight
• Learning why subscriptions and rental products represent a challenge for dealerships, and whether direct models work better
• Predicting how the future range of mobility products from daily rental to leasing (contract hire) may work together to deliver a comprehensive mobility solution for customers.

Speaker: Murad Baig, Global Chief Innovation Officer & Chief Product and Technology Officer, Otoz Mobility

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BUSINESS PARTNER WEBINAR
The customer experience journey: Is your company keeping up with the times?
October 7, 2021

Advancing technology, changing regulations and a necessary shift to online transactions due to the pandemic has resulted in profound changes in the specialty finance industry. Many lenders have struggled to keep up with the digital demands of consumers, but others have grown their bottom-line and fostered a larger, more satisfied customer base. Businesses that have prioritized digital transformation have improved their customer experience and capitalized on this significant disruption in the industry.

Join RSM’s industry leaders for a live webcast on Oct. 7 to learn about the opportunities for lenders to adapt to these changes through innovation and an improved customer experience.

Speakers:
Morris Marshburn (moderator), Partner, National Leader Specialty Finance
Joe Kaczmarek, Partner, National Fintech Leader
Shannel Clubb, Principal, Management Consulting

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BUSINESS PARTNER WEBINAR
Overcoming Consumers Security Concerns to Drive Digital Bill Payment Adoption
August 19, 2021

Today’s consumers are feeling less confident in data security – less than half of consumers feel their financial data is more secure when paying bills than it was five years ago, according to the latest ACI Speedpay Pulse study. These perceptions are preventing some consumers from adopting digital billing and payment channels. Join Gene Scriven, Head of Global Information & Corporate Security at ACI Worldwide, and Tom Donovan, Sr Solutions Consultant at ACI, to learn more about how lenders can ensure secure, compliant bill payment processes as well as best practices in reassuring borrowers that their financial data is secure.

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BUSINESS PARTNER WEBINAR
New Data: Why Consumers Struggle Paying Bills
August 5, 2021

What makes paying bills so hard? While other payment experiences (such as ecommerce, P2P and subscriptions) are simplifying the process, bill pay continues to lag in customer experience and innovation continues to widen the gap for consumers.

The good news? It doesn’t have to be. There are simple, actionable tips you can take to ease the process for your customers. In this webinar, we’ll share findings from our research “How Consumers Pay Bills: Expectations vs. Reality” and discuss ways your peers are using payments technology to take the pain out of bill pay.

Speakers: Matt Disbrow, Sales and Business Development Executive,PayNearMe and Steve Murphy, Senior Manager of Marketing and Communications, PayNearMe

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BUSINESS PARTNER WEBINAR
FCRA Data: The Key to Unlocking an Expanded Credit Universe
July 22, 2021

The use of expanded Fair Credit Reporting Act (FCRA) – or alternative – data has continued to gain popularity among lenders and financial institutions. Today’s volatile economy, exacerbated by financial disparities created by the pandemic, has highlighted the importance of financial inclusion and credit availability for unbanked and underbanked consumers.

Join Experian experts Alpa Lally, Vice President of Data Business, and David Elmore, Automotive Solutions Consultant, explore how FCRA data can benefit lenders of all sizes, improve financial access for consumers and reveal what lift it can offer when augmented with traditional credit data.

What we’ll cover:
• How leveraging FCRA data can provide a more holistic view of a consumer’s credit profile and behavior beyond financial services, leading to smarter, more informed lending decisions
• How expanded FCRA data is being used throughout the lending lifecycle
• Walk through a loan origination auto use-case
• Experian’s vision and strategy for FCRA data and ways to extend and improve the methods by which lenders evaluate borrowers’ risk

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BUSINESS PARTNER WEBINAR
The Value of Verified Employment and Income in Today’s Dynamic Lending Landscape
July 8, 2021

When consistently applied “at application,” using verified employment and income aids lenders in supporting alignment with the OCC’s key objective, and provides ways to increase financial inclusion in lending with:

● Better visibility – uncover consumers you may not have seen before. 91.5M consumers in the U.S. have thin credit or no credit files.
● Expanded data – traditional credit scores don’t always tell the whole story. 223M income and employment verification requests were processed in 2020.
● Frictionless processes – applicants are 34% more likely to be funded when lenders use 3rd party verifications in the decision process.

Presenter: Carly Peroutka, Consumer Finance Sales Leader, Equifax Verification Services

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BUSINESS PARTNER WEBINAR
Considerations for a Digital Decisioning Infrastructure
June 24, 2021

Digital decisioning moves you to act — to take the next step before you know that step exists — by showing you the bigger picture of your business, your products, and your customers.
In this webinar, our panel will share what Marketing, IT and Analytics must do in order to anticipate the right action at the right time.

We’ll cover the following topics:

• Customer expectations for the digital journey and what that means to your marketing staff
• Viewing the purchasing, maintenance and loyalty journey as a consistent experience throughout the customer lifecycle
• Breaking down silos and creating an infrastructure for a 360 degree view of the customer
• Components needed for creating the best customer journey possible

Presenters: Will Stacy IV, EVP – Chief Marketing & Digital Officer at GM Financial, Tim Young, Marketing Consultant, FICO, and Fernando Lopez, Fraud Consultant, FICO

Register now and receive a complimentary white paper on trends and leaders in digital decisioning.

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BUSINESS PARTNER WEBINAR
How to collect faster payments while increasing your consumer satisfaction
May 20, 2021

Consumers are increasingly using digital wallets, chatbots, and other advanced payment channels in their everyday lives, and as a result, expectations to engage similarly with their lenders are at an all-time high. Now is the time to modernize your billing and payment experience for your customers and your staff. Join Paymentus to explore the importance and impact of supporting innovative digital payment methods while also covering unique ways to support your customers who need financial flexibility now and beyond the pandemic.

We’ll cover –
-Digital wallets as secure payment tools and advanced payment methods that drive customer satisfaction and on-time payments within your existing investments in self-service
-Secure Service® – patented technology that allows your remote customer service staff to take PCI compliant loan payments over the phone
-Hosted/SaaS-based solutions that provide flexibility, scalability, and minimal IT resources to implement and best practices optimal integration with your loan management system

Presenters: Nelly Meyer, Regional Sales Director, Paymentus and Doug Reynolds, Regional Sales Director, Paymentus

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BUSINESS PARTNER WEBINAR
Profitably grow your auto portfolio using “what-if” scenario modeling and simulation tools
May 13, 2021

The auto industry has been driven by a dramatic change in consumer behavior, not the least of which is an exponential rise in the use of digital and mobile channels for banking and financial services. This digital economy’s acceleration makes data silos, complexity, and ambiguity the worst enemies of auto lenders. Speed, precision, and agility are now table stakes.

Do you want to learn how to meet customers’ shifting expectations and keep a healthy and growing auto portfolio despite volatile conditions?

Join the FICO team for an educational session where we will discuss scenario modeling and other tools that will help you to project, prioritize, and invest in the right strategies and outcomes.
You will learn how to:
• Compare and analyze multiple possible credit decisioning scenarios using simulation and forecasting;
• Simulate likely outcomes of credit decisioning policies before deciding on a course of action;
• Evaluate trade-offs by using business outcome simulation;
• Stress-test data input and simulate business outcomes;
• Identify key parameters that affect a decision;
• Shift from making decisions based solely on historical data to explore “what-if” scenarios

Presenters: Matt Stanley, VP, Decision Sciences, FICO and Chuck Berend, Chief Risk Officer, First Investors Financial Services

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BUSINESS PARTNER WEBINAR
Don’t Boil the Ocean: Three Steps to Faster Tech Implementations
April 29, 2021

Digital transformation is only possible when lenders can dedicate the right resources to the implementation process. In this webinar, we’ll explore proven ways to get new technology up and running faster, while still hitting your short and long term goals.

We’ll cover:
• The challenges lenders face when making large technology decisions
• Prioritizing the implementation process to get started quickly
• Making the most out of limited development resources
• Real life examples of crawl-walk-run implementations from PayNearMe’s clients

Presenter: Steve Kramer, VP Product, PayNearMe

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BUSINESS PARTNER WEBINAR
Diversity in the Legal Profession: A Moral and Business Imperative
April 22, 2021

This CLE session will examine the current state of diversity and inclusion in the legal profession with a focus on best practices for designing and implementing a “best in class” program. It will touch upon unconscious bias and its huge impact on effectuating positive change in the profession. It will also include a discussion of NAMWOLF, its mission and vision, and how NAMWOLF can help in-house legal groups increase diversity and inclusion while, at the same time, getting high quality and high-value legal services.

Presenters: Leslie D. Davis, CEO, National Association of Minority and Women Owned Law Firms(NAMWOLF) and Joel Stern, Former NAMWOLF CEO will be co-presenting

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BUSINESS PARTNER WEBINAR
Today’s Economic Trends & Auto Retailing Tailwinds
April 15, 2021

Set the record straight on credit, lending bubbles and inventory outlook. Cox Automotive Chief Economist Jonathan Smoke reviews the state of the economy, where the industry stands now — and where it’s headed. VP of Market Intelligence Isabelle Helms shares brand-new research on consumer trends driving today’s digital car-buying experiences. Both focus on what this means for indirect financing, so lenders are ready and responsive.

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BUSINESS PARTNER WEBINAR
Fair Lending, Sexual Orientation and Gender Identity: The CFPB ECOA Rule
April 8, 2021

The Consumer Financial Protection Bureau has issued an interpretive rule clarifying that prohibitions on sex discrimination in the Equal Credit Opportunity Act (ECOA) include discrimination relating to sexual orientation and gender identity. Our speakers will discuss this rule and steps that financial institutions should take to ensure compliance.

Speakers: Tori Shinohara, Partner, Mayer Brown

Moderator: Philip Bohi, VP Compliance Education, AFSA

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BUSINESS PARTNER WEBINAR
Brundage Management Prepares for Its Digital Future with REPAY’s Payment Solutions
April 1, 2021

Picking the right partner is of the utmost importance, especially when payments are involved. Brundage Management knew they needed a full-service payment processing provider, and that’s what they got when they partnered with REPAY. Brundage Management’s customers may now pay with their debit card, receive their loan proceeds within seconds of approval via Instant Funding, and pay anytime, anywhere with online access to their account information. In addition REPAY has developed special programs to help Brundage Management lower their debit card acceptance costs.

Join Rochelle McClanahan, V.P./Chief Financial and Compliance Officer, and Susan Perlmutter, Chief Revenue Officer, as they discuss their companies’ mutually beneficial union.

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BUSINESS PARTNER WEBINAR
Changing consumer behavior is stress testing all stakeholders’ business practices
March 18, 2021

The automotive industry has faced its share of obstacles and uncertainty over the last 12 months, from the pandemic itself, the rush to implement digital retailing solutions and accommodating the consumer through new and redefined dealership best practices.

Illustrated through some recent consumer research Market Scan conducted, we will discuss how digital retailing is challenging all stake holders involved – manufacturers, retailers and especially lenders – to provide consumers a consistent experience across the journey, including information that can be used to transact online or in the showroom, which will require engagement and strategies executed much earlier in the process.

We will highlight the consumer pain points surrounding payment offer inconsistencies, including the impacts on affordability. Finally, we will discuss several critical best practices and how to work them into your lending strategies, from setting competitive market programs, navigating vehicle affordability, and overall portfolio management.

Join us for this educational session to help you set the right strategy and direction for the remainder of 2021 and beyond.

Presenter: Jennifer “Jenn” Reid, Vice President of Strategic Partnerships, Market Scan Information Systems.
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BUSINESS PARTNER WEBINAR
The Future of Bill Payments: Speedy, Smooth, and Safe: Test-Driving New and Future Consumer Billing, Payment, and Collection Models
March 4, 2021

From luxury SUVs to sporty convertibles, consumers have wide-reaching choices and preferences when it comes to transportation. They also have a lot of choices, and differing preferences, when it comes to paying for their vehicles.

Join Darcy Locke of ACI Worldwide in this interactive session that will cover the latest consumer billing and payment trends, as well as updates on how speedy payments will become with new methods such as Real-Time Payments and Request to Pay. Darcy will describe how to deliver smooth, self-driven billing, payment, and collection experiences that integrate with your brand and your customer’s lifestyles. She’ll also advise attendees on new ways to ensure safe and secure payments, regardless of method.

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Accelerating Diversity and Inclusion
February 23, 2021

Join Poyner Spruill Diversity Adviser Cheslie Kryst, JD, MBA, for her insights on diversity and inclusion, particularly in the financial-services arena, as well as the quickly evolving social justice movement in the United States. Kryst’s presentation will be followed by a panel discussion with Prabir Chakrabarty, Vice President/Associate General Counsel, Mariner Finance; Kristen P. Miller, Vice President, General Counsel & Compliance Officer, Global Lending Services; Shunda Robinson, Global Vice President, Diversity, Equity & Inclusion, GM Financial.

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BUSINESS PARTNER WEBINAR
The Impact of Address Confidentiality Programs on Extending and Servicing Credit
February 4, 2021

Learn the where, what, and why of address confidentiality programs across the country—sometimes called “Safe at Home” laws. Designed to protect victims of stalking and domestic violence from true danger, these laws typically ban knowledge of home addresses. What does this mean for your credit program and what are the issues you need to start thinking about? Join two excellent speakers for an engaging conversation on the topic: Patty Covington from Hudson Cook and Marci Kawski from Husch Blackwell.

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