Talks & Events
Wednesday 8th May
Registration and Check-in
Transportation to Truist Park
We'll all head to Truist Park together for some pre-game drinks and snacks.
Welcome Reception - Truist Park
Join us to catch up with old friends and meet new as we cheer on our team of choice: it’s the Boston Red Sox vs the Atlanta Braves. We’ll eat, drink and be merry as we build our networks and enjoy an evening at the ballpark.
Boston Red Sox vs Atlanta Braves
Thursday 9th May
Registration, Morning Breakfast
Opening of the C&R&You Summit
Martin Germanis
Master of Ceremony and VP Global Pre-Sales, C&R Software
Ed Wallen
CEO, C&R Software
The Servicing Imperative
Ground breaking technology advancements are reshaping our world. How does this affect future success in C&R? AI becomes more sophisticated and ML continues to evolve. Unprecedented processing power will transform data analysis and encryption. Key trends in device use, fintech and a much more automated world are underway. Learn more about the future of our own industry from seasoned industry experts leading the way in credit risk management.
Alex Johnson
Founder, FinTech Takes
Ed Wallen
CEO, C&R Software
C&R&You: Our Strategic Outlook
C&R Software initiated an ongoing outreach to increase client learning and engagement in 2023. Listen to the consistent themes we heard from client interviews across North America, their collections and recovery operations, and how this is influencing the product roadmap for both SaaS and on-premises.
Chris Smith
VP, Product, C&R Software
Sip and Socialize: Networking Break
Debt Manager Enhancements
Many enhancements have bolstered the power of Debt Manager - but you may not know about these ongoing updates. We've introduced migration tools and automated workflows, streamlined transitions, comprehensive, functional and seamless navigation, integration into BAU processes, introduced new test environments and created new e-Learning classes. You asked for continuous skill development and training, and we're here to not just tell you about it, we'll show you how to do it in the Spotlight areas.
Aleks Racenis
Director, Services, C&R Software
Nhu Dumas
Senior Manager, Product, C&R Software
Introducing FitLogic for Debt Manager
Carole-Ann Berlioz
FitLogic Expert
Carlos Serrano
FitLogic Expert
Naeem Abraham
Senior Director, C&R Software
Daniel Banks
Senior Consultant, C&R Software
Lunch
Seat Shuffle
Get ready to move and groove in our unique twist on musical chairs. Instead of losing seats, you'll be switching tables to answer questions with your teammates every five minutes. It's the perfect chance to bond, brainstorm, and showcase your knowledge in a fun and dynamic atmosphere. There are no wrong answers! We've done this before and can tell you, the challenges will make you think. Comparing answers is just plain fun. A great way to kick off the afternoon.
John McMahon
Chief Revenue Officer, C&R Software
FitLogic: Decision Management Everywhere
It’s operational decisioning throughout the credit risk lifecycle, and it’s transformative for your entire business, not just collection and recovery. Learn about use cases in loan origination and approval, pre-delinquency, fraud detection, pricing optimization, discounting, compliance, and more.
Carole-Ann Berlioz
FitLogic Expert
Carlos Serrano
FitLogic Expert
Naeem Abraham
Senior Director, Product, C&R Software
Claire Mills
Consultant II, Services, C&R Software
Sip and Socialize: Networking Break
System Health Checks That Make a Difference
Did you know we provide a routine client care program, providing regular system health check-ups? These software assessments offer personalized guidance on maintaining and modernizing your Debt Manager operations. From introducing latest enhancements to optimizing processes for greater efficiency, our goal is to elevate your performance and ensure you're at the forefront of innovation. We help you navigate the ever-evolving landscape of technology, empowering you to achieve peak performance and success.
Fernando Avelar
Partner, Services, C&R Software
David Taylor
Principal Consultant, C&R Software
Business Agility in the Cloud
Engage with our panel of seasoned industry experts and Debt Manager clients as they share the impact the cloud has had on their organizations, providing a candid exploration of the risks and opportunities. It's a realistic depiction of genuine success and acknowledgement of the inevitable challenges. Get a comprehensive picture of the transformative journey. We'll include on-premises insights as well.
Gabby Dennis
Senior Director, C&R Software
Ben Shupe
COO, C&R Software
Chuck McKinster
Senior Director, C&R Software
Enhanced Support
We hear you. We're practicing the power of active listening, setting new standards for response time and solution resolution. We've embarked upon a journey of continuous improvement, leveraging feedback and technology to keep you at the forefront of excellence.
Andrew Middleton
Vice President, Professional Services, C&R Software
Spotlight Visits and Training
Learn what topics are being discussed, what demos are available and get your questions answered. Before you go to the Spotlights, learn the dinner details, too. You’ll definitely want to know more about the evening entertainment!
Martin Germanis
EVP, C&R Software
Evening Dinner & Cocktails at Lure
Join us for an evening of great food, flowing drinks, live music, and magic at Lure. Only a 5 minute walk away from Loews Hotel, we'll relax and chat about the day.
Friday 10th May
Breakfast served
Welcome Back
Martin Germanis
EVP, C&R Software
Ask Ed
Get ready for an engaging and insightful session with Ed Wallen, C&R Software CEO. This interactive forum promises to foster open dialogue, spark creativity, and strengthen our collective goals and vision. Feeling shy? No worries, we've had C&R staff gather questions from the audience since we started yesterday.
Delivery Best Practices
A new implementation brings transformative changes, unlocking immense potential and opportunities for growth. In this dynamic environment, you want to harness the full power of your new processing capabilities. By leveraging PS expertise and deep understanding of your specific implementation, you can optimize performance quickly and efficiently. We'll share use cases, statistics and real-world experience to illustrate the value of this collaboration.
Nhu Dumas
Senior Manager, Product, C&R Software
Sip and Socialize: Networking Break
The Customer Experience: More Than Omnichannel
Improving collection performance is more about the way your omnichannel tool engages with your customers, deploys analytics and the integrations you set up than the actual omnichannel tool you select. This is your chance to better understand the system capabilities that have the biggest influence in your collection performance.
Nick Grierson
Senior Consultant, Amazon Connect
Chris Smith
VP, Product, C&R Software
Spotlight Sessions
Taking system and industry learning a step further, getting specific questions answered and discussing e-learning follow up in the Spotlight areas.
Final Goodbyes & Lunch Pick Up
Key Sessions
C&R&You: Our Strategic Outlook
Introducing FitLogic for Debt Manager
Business Agility in the Cloud
FitLogic: Decision Management Everywhere
The Customer Experience: More Than Omnichannel
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