Commercial Law League of America
CLLA Eastern Region Conference
September 7-8, 2023
WESTIN ANAHEIM RESORT, ANAHEIM, CA
ATTEND IN-PERSON OR VIRTUALLY!
Commercial Law League of America
CLLA Western Region Conference
September 7-8, 2023
WESTIN ANAHEIM RESORT, ANAHEIM, CA
ATTEND IN-PERSON OR VIRTUALLY!
Join the Western Region in Anaheim!
CLLA Western Region Conference
September 7-8, 2023
WESTIN ANAHEIM RESORT, ANAHEIM, CA
ATTEND IN-PERSON OR VIRTUALLY!
The Westin Anaheim Resort is a AAA Four-Diamond hotel next to the Anaheim Convention Center and across the street from Disneyland, for a conference full of opportunity to enhance the value of Creditors’ Rights Attorneys, Commercial Collection Agencies and Law Lists.
Meet with colleagues for stimulating, in-depth discussions and attend exclusive education events that will address issues that matter to you and speak to the current state of our industry. Take advantage of the chance to network and learn from others who have knowledge and experience to share. Attend to receive the high-quality education you have come to expect from CLLA in an exciting new location.
Join the Western Region in Anaheim!
CLLA Western Region Conference
September 7-8, 2023
WESTIN ANAHEIM RESORT, ANAHEIM, CA
ATTEND IN-PERSON OR VIRTUALLY!
The Westin Anaheim Resort is a AAA Four-Diamond hotel next to the Anaheim Convention Center and across the street from Disneyland, for a conference full of opportunity to enhance the value of Creditors’ Rights Attorneys, Commercial Collection Agencies and Law Lists.
Meet with colleagues for stimulating, in-depth discussions and attend exclusive education events that will address issues that matter to you and speak to the current state of our industry. Take advantage of the chance to network and learn from others who have knowledge and experience to share. Attend to receive the high-quality education you have come to expect from CLLA in an exciting new location.
Timothy Grimes, BARR Credit Services, Inc.
Chair, CLLA Western Region
We are excited to welcome you to the CLLA Western Region Annual Conference. Our agenda (available at CLLA.org) has something for everyone and will further your understanding and knowledge of the latest trends and issues in the world of commercial collections. Don’t miss out on the chance to update your professional knowledge, share valuable experiences and tips with colleagues, and enjoy the fun of social activities in Disneyland.
Join us for beautiful Southern California weather, insightful and worthwhile educational presentations, and the pleasure of connecting with your friends in the industry. You will be able to establish new relationships, enhance your networks, and create additional business opportunities – not to mention earning CLE’s and CEU’s.
We look forward to seeing you at the conference!
Timothy Grimes
Chair, CLLA Western Region
SPONSORSHIP OPPORTUNITY: $125
Get your firm’s logo placed on the CLLA Events page, conference eblasts, NewsWire, AGENCYAction, and opening slides at all sessions. Choose to sponsor when registering for the event.
Who Should Attend
Professionals who benefit the most are those who attend structured meetings to maximize contact with colleagues from around the US, Canada and abroad. This in-person conference attracts an audience of professionals from various aspects of the commercial law arena interested in forming business connections. The conference site and schedule will allow you to do business and still take advantage of all that Anaheim, California has to offer.
Event Location
Westin Anaheim Resort
1030 West Katella Avenue
Anaheim, CA 92802
(657) 279-9786
Hotel Reservations
A small room block has been reserved for this conference. Make your hotel reservation as early as possible to ensure you receive the discounted rate (subject to availability).
Phone reservations can be made by calling the Reservations Department at 877-264-9786. Be sure to mention you are with the CLLA Western Region Conference to receive the group rate.
On-line reservations can be made by visiting https://book.passkey.com/go/CLLA2023
Room Rate: $276/night, single/double occupancy, plus applicable taxes (currently 17.23%) (NO resort fee). Room cut-off is Wednesday, August 16, 2023.
SPONSORSHIP OPPORTUNITY
MULTIPLE DEVICE CHARGING STATION – $250
In addition to the sponsorship benefits, this exclusive opportunity will prominently display your company logo at the event charging station.
Registration Fees
Registration & Hotel Reservation Deadline is
Wednesday August 16, 2023
*Disclaimer: CLE credit is available to attendees from qualifying states who register on or before July 26. We cannot guarantee state accreditation after July 26.
*One registration form per member.
**Please note that business colleagues are not eligible to register under this category.
Member/Non-Member Registration Fee for Friday Includes:
- Educational sessions
- CLE/CEU education credits
- Continental breakfast
- AM/PM breaks
- Luncheon
- Reception
Spouse/Guest* Registration Fee for Friday Includes:
- Continental breakfast
- AM/PM breaks
- Luncheon
- Reception
Virtual Registration Fee for Friday Includes:
- Educational sessions
- CLE/CEU credits
Our EXCLUSIVE Sponsor
MULTIPLE DEVICE CHARGING STATION
Charge Up with Gary A. Bemis. Refills Free!
Our GENERAL Sponsors
Important Information
CODE OF CONDUCT
The Commercial Law League of America has zero-tolerance for discrimination and all forms of harassment, including but not limited to sexual harassment. Our zero-tolerance policy means that no form of discriminatory or harassing conduct by or towards any CLLA member, exhibitor, presenter, attendee, vendor or staff member will be tolerated. The CLLA is committed to assuring compliance with its policy at all levels within the association. By registering for this event, you agree to accept the Code of Conduct Policy.
CLE CREDIT
The CLLA is applying for CLE with those states that require CLE credits for their licensed attorneys. All attorneys will receive a CLE Attendance Record form in their registration packet. At the conclusion of the Conference, please submit your form via email to mary.mccann@clla.org by Friday, September 22, 2023, or drop off your form at the Registration Desk.
CEU CREDIT
All CLLA Certified Agencies will receive a CEU Attendance Record form in their registration packet if recertification credits for the next fiscal year are needed. At the conclusion of the Conference, please submit your form via email to mary.mccann@clla.org by Friday, September 22, 2023, or drop off your form at the Registration Desk.
DRESS CODE
All CLLA Conference events are business casual.
PRESENTATION INFORMATION
CLLA’s 2023 Western Region Conference presentation materials will be available to view and download through a link provided via email one week before the meeting.
NAME BADGES
The CLLA requires all attendees to properly display their name badge at all Conference sessions and events.
CELL PHONES
Please be considerate in your cell phone use. CLLA requests that electronic devices be silenced in all sessions as a courtesy to the presenters and attendees.
SPECIAL NEEDS
The CLLA is happy to assist you with any special needs or requirements you may have. Please visit the Registration Desk or contact any staff member.
Virtual Information
How do I access sessions virtually?
All sessions will be accessible via Zoom. You will find links for sessions through the 2023 Western Region Conference website. You will also receive an email that will include the links to the education sessions. We recommend downloading the Zoom app and setting up an account (it is free) before the first session. You can download it here: https://zoom.us/download.
Will I receive CLE/CEU for participating in the live sessions virtually?
All live sessions will be accredited with the state(s) in which members are registered. Be sure to register on or before Wednesday, July 26, in order to receive CLE state(s) accreditation.
What happens if I am unable to attend the live sessions virtually?
Don’t worry, all the sessions will be recorded and available up to 30 days following the conference to all registered attendees. Some states are allowing more flexibility with pre-recorded credits due to the pandemic. We will do everything possible to get all pre-recorded sessions accredited with each state. We ask that you know your states requirement(s) to insure acceptance of your session(s) for CLE.
To adhere to most states’ accreditation of CLE’s for recorded sessions, the recorded sessions must be “interactive”. You will be asked to identify a “prop” towards the beginning and towards the end of the presentation which will be required on your CLE Form. The session moderator will tell you what to look for during the opening remarks of the session. Forms are available for download on the conference website.
Cancellation Policy
Cancellations must be submitted in writing to dawn.federico@clla.org. Registration fee refunds will be granted on the following schedule: Cancellation notices received by Friday, August 18, 2023 will receive 100% refund less $50 processing fee. Notices received between August 26-31 will receive a 50% refund. No refund will be provided for notices received on or after Friday, September 1.
Timothy Grimes, BARR Credit Services, Inc.
Chair, CLLA Western Region
We are excited to welcome you to the CLLA Western Region Annual Conference. Our agenda (available at CLLA.org) has something for everyone and will further your understanding and knowledge of the latest trends and issues in the world of commercial collections. Don’t miss out on the chance to update your professional knowledge, share valuable experiences and tips with colleagues, and enjoy the fun of social activities in Disneyland.
Join us for beautiful Southern California weather, insightful and worthwhile educational presentations, and the pleasure of connecting with your friends in the industry. You will be able to establish new relationships, enhance your networks, and create additional business opportunities – not to mention earning CLE’s and CEU’s.
We look forward to seeing you at the conference!
Timothy Grimes
Chair, CLLA Western Region
Who Should Attend
Professionals who benefit the most are those who attend structured meetings to maximize contact with colleagues from around the US, Canada and abroad. This in-person conference attracts an audience of professionals from various aspects of the commercial law arena interested in forming business connections. The conference site and schedule will allow you to do business and still take advantage of all that Anaheim, California has to offer.
Event Location
Westin Anaheim Resort
1030 West Katella Avenue
Anaheim, CA 92802
(657) 279-9786
Hotel Reservations
A small room block has been reserved for this conference. Make your hotel reservation as early as possible to ensure you receive the discounted rate (subject to availability).
Phone reservations can be made by calling the Reservations Department at 877-264-9786. Be sure to mention you are with the CLLA Western Region Conference to receive the group rate.
On-line reservations can be made by visiting https://book.passkey.com/go/CLLA2023
Room Rate: $276/night, single/double occupancy, plus applicable taxes (currently 17.23%) (NO resort fee). Room cut-off is Wednesday, August 16, 2023.
SPONSORSHIP OPPORTUNITY: $125
Get your firm’s logo placed on the CLLA Events page, conference eblasts, NewsWire, AGENCYAction, and opening slides at all sessions. Choose to sponsor when registering for the event.
SPONSORSHIP OPPORTUNITY
MULTIPLE DEVICE CHARGING STATION – $250
In addition to the sponsorship benefits, this exclusive opportunity will prominently display your company logo at the event charging station.
Registration Fees
Registration & Hotel Reservation Deadline is
Wednesday August 16, 2023
*Disclaimer: CLE credit is available to attendees from qualifying states who register on or before July 26. We cannot guarantee state accreditation after July 26.
*One registration form per member.
**Please note that business colleagues are not eligible to register under this category.
Member/Non-Member Registration Fee for Friday Includes:
- Educational sessions
- CLE/CEU education credits
- Continental breakfast
- AM/PM breaks
- Luncheon
- Reception
Spouse/Guest* Registration Fee for Friday Includes:
- Continental breakfast
- AM/PM breaks
- Luncheon
- Reception
Virtual Registration Fee for Friday Includes:
- Educational sessions
- CLE/CEU credits
Our EXCLUSIVE Sponsor
MULTIPLE DEVICE CHARGING STATION
Charge Up with Gary A. Bemis. Refills Free!
Our GENERAL Sponsors
Important Information
CODE OF CONDUCT
The Commercial Law League of America has zero-tolerance for discrimination and all forms of harassment, including but not limited to sexual harassment. Our zero-tolerance policy means that no form of discriminatory or harassing conduct by or towards any CLLA member, exhibitor, presenter, attendee, vendor or staff member will be tolerated. The CLLA is committed to assuring compliance with its policy at all levels within the association. By registering for this event, you agree to accept the Code of Conduct Policy.
CLE CREDIT
The CLLA is applying for CLE with those states that require CLE credits for their licensed attorneys. All attorneys will receive a CLE Attendance Record form in their registration packet. At the conclusion of the Conference, please submit your form via email to mary.mccann@clla.org by Friday, September 22, 2023, or drop off your form at the Registration Desk.
CEU CREDIT
All CLLA Certified Agencies will receive a CEU Attendance Record form in their registration packet if recertification credits for the next fiscal year are needed. At the conclusion of the Conference, please submit your form via email to mary.mccann@clla.org by Friday, September 22, 2023, or drop off your form at the Registration Desk.
DRESS CODE
All CLLA Conference events are business casual.
PRESENTATION INFORMATION
CLLA’s 2023 Western Region Conference presentation materials will be available to view and download through a link provided via email one week before the meeting.
NAME BADGES
The CLLA requires all attendees to properly display their name badge at all Conference sessions and events.
CELL PHONES
Please be considerate in your cell phone use. CLLA requests that electronic devices be silenced in all sessions as a courtesy to the presenters and attendees.
SPECIAL NEEDS
The CLLA is happy to assist you with any special needs or requirements you may have. Please visit the Registration Desk or contact any staff member.
Virtual Information
How do I access sessions virtually?
All sessions will be accessible via Zoom. You will find links for sessions through the 2023 Western Region Conference website. You will also receive an email that will include the links to the education sessions. We recommend downloading the Zoom app and setting up an account (it is free) before the first session. You can download it here: https://zoom.us/download.
Will I receive CLE/CEU for participating in the live sessions virtually?
All live sessions will be accredited with the state(s) in which members are registered. Be sure to register on or before Wednesday, July 26, in order to receive CLE state(s) accreditation.
What happens if I am unable to attend the live sessions virtually?
Don’t worry, all the sessions will be recorded and available up to 30 days following the conference to all registered attendees. Some states are allowing more flexibility with pre-recorded credits due to the pandemic. We will do everything possible to get all pre-recorded sessions accredited with each state. We ask that you know your states requirement(s) to insure acceptance of your session(s) for CLE.
To adhere to most states’ accreditation of CLE’s for recorded sessions, the recorded sessions must be “interactive”. You will be asked to identify a “prop” towards the beginning and towards the end of the presentation which will be required on your CLE Form. The session moderator will tell you what to look for during the opening remarks of the session. Forms are available for download on the conference website.
Cancellation Policy
Cancellations must be submitted in writing to dawn.federico@clla.org. Registration fee refunds will be granted on the following schedule: Cancellation notices received by Friday, August 18, 2023 will receive 100% refund less $50 processing fee. Notices received between August 26-31 will receive a 50% refund. No refund will be provided for notices received on or after Friday, September 1.
2023 Schedule of Events
Thursday, September 7, 2023
6:00 p.m. – 8:00 p.m.
Optional Group Dinner:
Rodrigos Mexican Grill, 2681 W. La Palma, Anaheim, CA 92804, (714) 995-2661
(Additional charge of $55 per person includes meal and non-alcoholic beverages. Pre-registration is required.)
Friday, September 8, 2023
Westin Anaheim Resort 1030 West Katella Avenue Anaheim, CA 92802 (657) 279-9786
8:00 a.m. – 8:30 a.m.
Registration, Breakfast and western region meeting with elections (Gloriana Room)
8:30 a.m. – 9:45 a.m.
Peter Dubowsky
Dubowsky Law Office, Chtd.
Las Vegas, NV
Martin Greenbaum
Greenbaum Law Group, LLP
Newport Beach, CA
Enforcing International, Canadian and Sister-State Judgments and Judgments in Foreign Currency
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.
Speakers:
Peter Dubowsky, Dubowsky Law Office, Chtd., Las Vegas, NV
Martin Greenbaum, Greenbaum Law Group, LLP, Newport Beach, CA
9:45 a.m. – 10:00 a.m.
Networking Break
10:00 a.m. – 11:15 a.m.
Michael Jaeger
Mayer Brown LLP
Los Angeles, CA
Developments in State Laws and FTC Regulations Governing Automatic-Renewal Laws
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.
Speaker: Michael Jaeger, Mayer Brown LLP, Los Angeles, CA
11:15 a.m. – 11:30 a.m.
Networking Break
11:30 a.m. – 12:45 p.m.
June Coleman
Messer Strickler
Sacramento, CA
Private Eyes – They are Watching You: Updating the California Consumer Privacy Act
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.
Speaker: June Coleman, Messer Strickler, Sacramento, CA
12:45 p.m. – 1:30 p.m.
Lunch (Sonia Room)
1:30 p.m. – 2:45 p.m.
Deborah A. Wolfe
Wolfe Legal Solutions, PC
La Mesa, CA
Client Trust Accounting and Recent Updates
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.
Speaker: Deborah A. Wolfe, Wolfe Legal Solutions, PC, La Mesa, CA
2:45 p.m. – 3:00 p.m.
Networking Break
3:00 p.m. – 4:15 p.m.
Christy Young Barger
Cornerstone Support
Roswell, GA
Navigating the Licensing Maze: Key Licensing Requirements You Need to Know
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.
Speaker: Christy Young Barger, Cornerstone Support, Roswell, GA
4:30 p.m. – 5:30 p.m.
Post Conference Social (Sonia Room)
6:00 p.m.
Dinner on your own
2023 Schedule of Events
Thursday, September 7, 2023
6:00 p.m. – 8:00 p.m.
Optional Group Dinner:
Rodrigos Mexican Grill, 2681 W. La Palma, Anaheim, CA 92804, (714) 995-2661
(Additional charge of $55 per person includes meal and non-alcoholic beverages. Pre-registration is required.)
Friday, September 8, 2023
Westin Anaheim Resort 1030 West Katella Avenue Anaheim, CA 92802 (657) 279-9786
8:00 a.m. – 8:30 a.m.
Registration, Breakfast and western region meeting with elections (Gloriana Room)
8:30 a.m. – 9:45 a.m.
Peter Dubowsky
Dubowsky Law Office, Chtd.
Las Vegas, NV
Martin Greenbaum
Greenbaum Law Group, LLP
Newport Beach, CA
Enforcing International, Canadian and Sister-State Judgments and Judgments in Foreign Currency
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.
Speakers:
Peter Dubowsky, Dubowsky Law Office, Chtd., Las Vegas, NV
Martin Greenbaum, Greenbaum Law Group, LLP, Newport Beach, CA
9:45 a.m. – 10:00 a.m.
Networking Break
10:00 a.m. – 11:15 a.m.
Michael Jaeger
Mayer Brown LLP
Los Angeles, CA
Developments in State Laws and FTC Regulations Governing Automatic-Renewal Laws
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.
Speaker: Michael Jaeger, Mayer Brown LLP, Los Angeles, CA
11:15 a.m. – 11:30 a.m.
Networking Break
11:30 a.m. – 12:45 p.m.
June Coleman
Messer Strickler
Sacramento, CA
Private Eyes – They are Watching You: Updating the California Consumer Privacy Act
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.
Speaker: June Coleman, Messer Strickler, Sacramento, CA
12:45 p.m. – 1:30 p.m.
Lunch (Sonia Room)
1:30 p.m. – 2:45 p.m.
Deborah A. Wolfe
Wolfe Legal Solutions, PC
La Mesa, CA
Client Trust Accounting and Recent Updates
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.
Speaker: Deborah A. Wolfe, Wolfe Legal Solutions, PC, La Mesa, CA
2:45 p.m. – 3:00 p.m.
Networking Break
3:00 p.m. – 4:15 p.m.
Christy Young Barger
Cornerstone Support
Roswell, GA
Navigating the Licensing Maze: Key Licensing Requirements You Need to Know
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.
Speaker: Christy Young Barger, Cornerstone Support, Roswell, GA
4:30 p.m. – 5:30 p.m.
Post Conference Social (Sonia Room)
6:00 p.m.
Dinner on your own
CLLA Is Grateful To Our Champion Sponsors!
Thank You To Our Champions Sponsors!
