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Credit & Collections Management Conference

June 09 - June 11, 2025

The Westin Tampa Waterside, Tampa, FL
Credit & Collections

Monday, June 09

10:00 AM - 06:30 PM Registration Open
10:30 AM - 12:00 PM Exhibitor Set-up
11:00 AM - 12:15 PM Integrityland: Navigating the Path to Ethical Excellence Brunch

Welcome to Integrityland, an interactive journey through the complexities of corporate ethics. In this engaging session, each table will collaborate as a team to tackle real-world ethical dilemmas inspired by the equipment finance industry. Together, we'll explore the importance of integrity in decision-making, fostering thoughtful discussions and actionable solutions that can be applied in the workplace. With a focus on collaboration and insight, Integrityland offers a unique and meaningful way to address the critical role ethics play in building sustainable success.

No additional fee for conference registrants and brunch will be provided; however, we do ask that all participants register for this event through the online conference registration. Space is limited to 40 attendees.

Ford Clark, Principal, ClarkWork Consulting
Dana Pace, Senior Vice President, Director of Operations & Asset Resolution, PNC Equipment Finance

12:30 PM - 02:00 PM OPENING GENERAL SESSION - Legislative & Regulatory

Dana Pace, Senior Vice President, Director of Operations & Asset Resolution, PNC Equipment Finance

Surrounding Current Political and Policy Landscape of Tariffs and Trade
Andy Fishburn, Senior Vice President of Public Policy, ELFA

Hybrid Session – In-person and Virtual

02:00 PM - 02:15 PM Break
02:15 PM - 03:15 PM GENERAL SESSION - Credit Managers Survey

See and discuss the results from the 14th annual Credit Manager Survey. You will hear what your peers think about the current state of the economy, where portfolio performance is trending, which industries are being targeted for expansion and contraction, whether credit standards are becoming more aggressive or conservative, the direction of collateral values, the view of the regulatory environment, and many other timely and interesting credit-related topics.

Christine Holguin, EVP, Head of Credit and Operations, CCA Financial, LLC
Scott McCann, Senior Credit Officer, Pinnacle Financial Partners, Inc.
Patrick Moore, Vice President, Commercial Credit Analytics and Consulting, Equifax
Michael Mount, SVP, Credit Executive, U.S. Bank
Sarah Palmer, Head of Credit, AML and Commercial Finance, DLL

Hybrid Session – In-person and Virtual

03:15 PM - 03:30 PM Break
03:30 PM - 04:30 PM General Session - Collections Effectiveness Survey

Ian Campbell, SVP / Director of Operations, Asset Compliant Solutions (ACS)
Robert Fagan, Senior Vice President of Managed Assets, Wintrust Specialty Finance
Daniel Goderis, Director, Portfolio Management, GreatAmerica Financial Services
Jackie Kirk, VP Collections & Customer Care, Western Equipment Finance
Kelby Spring, Sales Manager - Financial Services, Equifax
James St. Clair, Director of Legal and Loss Recovery, Crossroads Equipment Lease & Finance LLC

Hybrid Session – In-person and Virtual 

04:30 PM - 05:15 PM Newcomers Reception
Calling all First Time Conference Attendees! This is a great opportunity to meet with the Conference Planning Committee and fellow First Timers. No need to be intimidated, this is the event for those who are new! No additional fee to attend this event.
05:00 PM - 06:30 PM Hosted Reception & Exhibits Open
Join your fellow conference attendees for a fantastic start to the conference! Mix and mingle with new and long-time friends while visiting with our fantastic exhibitors. Lite fare will be served with an open bar. This event is included with all conference registrations.
06:30 PM - 09:00 PM Craft Tampa: Scenic Dinner Cruise
Set sail on the waterways of Tampa Bay and Clearwater abroad Craft ,and delight in a private charter ride. Enjoy a two and a half hour cruise, three course plated meal and drinks, all while networking with fellow attendees. Boarding time is at 6:00 pm, sailing from 6:30 - 9:00 pm, and will depart from the Tampa Convention Center, just a short 5 minute walk from the hotel. Experience stunning Clearwater sunsets or the bright city lights of Downtown Tampa as you sip and savor your way through our upscale cuisine and cocktails. The $95 fee includes: boat cruise, a plated dinner, and open beer and wine bar.
* All times are in Eastern Standard Time