CLLA Western Region Conference

September 7-8, 2023

WESTIN ANAHEIM RESORT, ANAHEIM, CA

CLLA Western Region Conference

September 7-8, 2023

WESTIN ANAHEIM RESORT
ANAHEIM, CA

Friday, September 8

Westin Anaheim Resort
1030 West Katella Avenue • Anaheim, CA 92802 • (657) 279-9786

8:30 A.M. – 9:45 A.M. PST

10:45 A.M. – 11:45 A.M. CST
11:45 A.M. – 12:45 P.M. EST

ENFORCING INTERNATIONAL, CANADIAN AND SISTER-STATE JUDGMENTS AND JUDGMENTS IN FOREIGN CURRENCY

Speakers:
Peter Dubowsky, Dubowsky Law Office, Chtd., Las Vegas, NV
Martin Greenbaum, Greenbaum Law Group, LLP, Newport Beach, CA

Are you an attorney or agency collecting on a judgment from another state, another country, or suing on an invoice in a foreign currency? If so, there are uniform laws that your jurisdiction has enacted, or will be enacting, that affect your case. Learn what you need to know about the Uniform Foreign-Country Money Judgments Recognition Act, the Uniform Registration of Canadian Money Judgments Act, the Uniform Foreign-Money Claims Act. Uniform Enforcement of Foreign Judgments Act, and the fun issues that arise under those laws. This interactive presentation will discuss the juicy issues that arise under those laws.

9:45 A.M. – 10:00 A.M. (PST)

NETWORKING BREAK

10:00 A.M. – 11:15 A.M. PST

12:00 NOON – 1:15 P.M. CST
1:00 P.M. – 2:15 P.M. EST

Developments in State Laws and FTC Regulations Governing Automatic-Renewal Laws

Speaker:
Michael Jaeger, Mayer Brown LLP, Los Angeles, CA

Michael Jaeger will discuss recent developments in the regulation of automatic-renewal and continuous-subscription contracts and programs, including existing state laws, recent amendments to those state laws, and a new proposed comprehensive rule from the Federal Trade Commission.

11:00 A.M. – 11:15 A.M. (PST)

NETWORKING BREAK

11:30 A.M. – 12:45 P.M. PST

1:30 P.M.- 2:45 P.M. CST
2:30 P.M. – 3:45 P.M. EST

Private Eyes – They are Watching You: Updating the California Consumer Privacy Act

Speaker:
June Coleman,
Messer Strickler, Sacramento, CA

California’s Legislature enacted the California Consumer Privacy Act in 2018, to avoid an initiative. However, the California Consumer Rights Act was enacted by Californians in 2020. Most of the provisions went into effect in January 2023. Find out what changes went into effect and how that impacts collection efforts from Californians.

12:45 P.M. – 1:30 P.M. (PST)

LUNCH (Sonia Room)

1:30 P.M. – 2:45 P.M. PST

3:30 P.M. – 4:45 P.M. CST
4:30 P.M. – 5:45 P.M. EST

Client Trust Accounting and Recent Updates

Speaker:
Deborah A. Wolfe, Wolfe Legal Solutions, PC, La Mesa, CA

Deborah will be talking about Rule 9.8.5 of the California Rules of Court, and Rules of Professional Conduct 1.4 and 1.15; who has to report and certify their client trust accounts and by when, as well as who is exempt from reporting; what the above states Rules mean in terms of everyday practice; how to avoid commingling funds; applicable case law; what to do with unclaimed funds; and best practices to follow in order to avoid State Bar discipline.

HANDOUTS:

2:45 P.M. – 3:00 P.M. (PST)

NETWORKING BREAK

10:00 A.M. – 11:15 A.M. PST

12:00 NOON – 1:15 P.M. CST
1:00 P.M. – 2:15 P.M. EST

Navigating the Licensing Maze: Key Licensing Requirements You Need to Know

Speaker:
Christy Young Barger,
Cornerstone Support, Roswell, GA

Christy will provide a comprehensive overview of licensing requirements in the commercial and consumer debt collection landscape. Led by licensing expert Christy Young Barger, Director of Risk Management at Cornerstone Licensing Services, one of the nation’s largest and most respected licensing companies, this session will explore the ins and outs of obtaining and maintaining licenses, looking at topics such as:

  • Which states require licensing?
  • Where does it differ if you are collecting consumer debt?
  • Commercial debt?
  • Who must be licensed?
  • What’s involved in getting licensed (surety bonds, finger printing, background checks)?
  • How long does it take?

This session will strengthen your licensing knowledge and arm you with potential tools available to help you navigate regulatory frameworks and ensure compliance.

Friday, September 8

Westin Anaheim Resort
1030 West Katella Avenue
Anaheim, CA 92802
(657) 279-9786

8:30 A.M. – 9:45 A.M. PST

10:45 A.M. – 11:45 A.M. CST
11:45 A.M. – 12:45 P.M. EST

ENFORCING INTERNATIONAL, CANADIAN AND SISTER-STATE JUDGMENTS AND JUDGMENTS IN FOREIGN CURRENCY

Speakers:
Peter Dubowsky, Dubowsky Law Office, Chtd., Las Vegas, NV
Martin Greenbaum, Greenbaum Law Group, LLP, Newport Beach, CA

Are you an attorney or agency collecting on a judgment from another state, another country, or suing on an invoice in a foreign currency? If so, there are uniform laws that your jurisdiction has enacted, or will be enacting, that affect your case. Learn what you need to know about the Uniform Foreign-Country Money Judgments Recognition Act, the Uniform Registration of Canadian Money Judgments Act, the Uniform Foreign-Money Claims Act. Uniform Enforcement of Foreign Judgments Act, and the fun issues that arise under those laws. This interactive presentation will discuss the juicy issues that arise under those laws.

9:45 A.M. – 10:00 A.M. (PST)

NETWORKING BREAK

10:00 A.M. – 11:15 A.M. PST

12:00 NOON – 1:15 P.M. CST
1:00 P.M. – 2:15 P.M. EST

Developments in State Laws and FTC Regulations Governing Automatic-Renewal Laws

Speaker:
Michael Jaeger, Mayer Brown LLP, Los Angeles, CA

Michael Jaeger will discuss recent developments in the regulation of automatic-renewal and continuous-subscription contracts and programs, including existing state laws, recent amendments to those state laws, and a new proposed comprehensive rule from the Federal Trade Commission.

11:00 A.M. – 11:15 A.M. (PST)

NETWORKING BREAK

11:30 A.M. – 12:45 P.M. PST

1:30 P.M.- 2:45 P.M. CST
2:30 P.M. – 3:45 P.M. EST

Private Eyes – They are Watching You: Updating the California Consumer Privacy Act

Speaker:
June Coleman,
Messer Strickler, Sacramento, CA

California’s Legislature enacted the California Consumer Privacy Act in 2018, to avoid an initiative. However, the California Consumer Rights Act was enacted by Californians in 2020. Most of the provisions went into effect in January 2023. Find out what changes went into effect and how that impacts collection efforts from Californians.

12:45 P.M. – 1:30 P.M. (PST)

LUNCH (Sonia Room)

1:30 P.M. – 2:45 P.M. PST

3:30 P.M. – 4:45 P.M. CST
4:30 P.M. – 5:45 P.M. EST

Client Trust Accounting and Recent Updates

Speaker:
Deborah A. Wolfe, Wolfe Legal Solutions, PC, La Mesa, CA

Deborah will be talking about Rule 9.8.5 of the California Rules of Court, and Rules of Professional Conduct 1.4 and 1.15; who has to report and certify their client trust accounts and by when, as well as who is exempt from reporting; what the above states Rules mean in terms of everyday practice; how to avoid commingling funds; applicable case law; what to do with unclaimed funds; and best practices to follow in order to avoid State Bar discipline.

HANDOUTS:

2:45 P.M. – 3:00 P.M. (PST)

NETWORKING BREAK

10:00 A.M. – 11:15 A.M. PST

12:00 NOON – 1:15 P.M. CST
1:00 P.M. – 2:15 P.M. EST

Navigating the Licensing Maze: Key Licensing Requirements You Need to Know

Speaker:
Christy Young Barger,
Cornerstone Support, Roswell, GA

Christy will provide a comprehensive overview of licensing requirements in the commercial and consumer debt collection landscape. Led by licensing expert Christy Young Barger, Director of Risk Management at Cornerstone Licensing Services, one of the nation’s largest and most respected licensing companies, this session will explore the ins and outs of obtaining and maintaining licenses, looking at topics such as:

  • Which states require licensing?
  • Where does it differ if you are collecting consumer debt?
  • Commercial debt?
  • Who must be licensed?
  • What’s involved in getting licensed (surety bonds, finger printing, background checks)?
  • How long does it take?

This session will strengthen your licensing knowledge and arm you with potential tools available to help you navigate regulatory frameworks and ensure compliance.