Agenda

Aug 19, 2026
11:00 am - 12:30 pm EST

In today’s fast-paced collections environment, skip tracing is no longer a one-time task — it’s an ongoing, critical process that can make or break portfolio performance. This session explores the newest tools, data sources, and investigative techniques to locate hard-to-find borrowers quickly and compliantly. Learn how timing, cross-departmental data, and strategic updates throughout the account relationship can dramatically improve results. Whether handled internally or with outside partners, this program provides actionable strategies to sharpen investigative skills, reduce charge-offs, and transform skip tracing into a proactive, institution-wide advantage.

Topics

KEY WEBINAR TAKEAWAYS:

• Using AI, digital footprints, and virtual research tools to locate more borrowers faster
• Maximizing internal account data, payment activity, and hidden clues to improve recovery results
• Advanced skip tracing techniques for borrowers who do not want to be found
• Leveraging social media, third-party resources, and specialized vendors to increase collections success
• Avoiding privacy, UDAAP, and compliance landmines while recovering more dollars faster

This webinar is part of the Collection Series

Speaker(s)

David A. Reed, JD
Reed & Jolly, PLLC

Attorney, author, consultant, and nationally recognized trainer, David Reed is a partner in the law firm of Reed & Jolly, PLLC. He provides guidance to financial institutions on establishment and revision of policies and procedures, organizational compliance, collections, security, contractual agreements, regulatory matters, and corporate governance. His engaging speaking style has made him a nationwide lecturer on regulatory compliance, consumer lending, bankruptcy, and collections.

A former trial attorney and vice president and general counsel of a large regional financial institution, David is also a Certified Fraud Examiner. He is particularly known as an expert in the areas of operations, bankruptcy, and collections. He has trained state and federal examination staff on numerous issues, including BSA, ID theft red flags, SAFE Act, third-party contract management, and bankruptcy.

Fees

Live Webinar - $279

• Unlimited connections for your institution
• Available on desktop, mobile & tablet
• Take-away toolkit
• Presenter’s contact info for questions

On-Demand Webinar - $279

• Unlimited & shareable access starting two business days after live stream
• Available on desktop, mobile & tablet devices 24/7
• Take-away toolkit
• Ability to download webinar video
• Presenter's contact info for questions

Live + On-Demand - $379

Get the best of both and save when you Bundle the Live & On-Demand Webinar registration! This option includes all the items listed above.

**100% surcharge applied to non-members.

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