Advanced Collection Concepts

October 8, 2026

Collections Lending Operations

Live Webinar

DateOct 8, 2026Duration90 minutes

08:00 AM PDT09:00 AM MDT

10:00 AM CDT11:00 AM EDT

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

On-Demand Webinar

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

See Registration Options

This session is designed for experienced collectors and managers ready to elevate their expertise.

Moving beyond day-to-day techniques, we explore strategic frameworks, analytics, and decision-making processes that drive long-term collections success. Attendees will examine portfolio trends, risk segmentation, and behavioral indicators influencing borrower performance and recovery potential. Learn to optimize contact timing, channel selection, and resource allocation while navigating advanced compliance, cross-department collaboration, and portfolio-level performance measurement. Walk away with actionable insights to shift from reactive collections to proactive, data-driven portfolio management that enhances institutional results.

This webinar is part of the Collection Series.

Great collectors recover accounts.

Great collection strategies strengthen the entire portfolio. This webinar will equip experienced collection professionals with advanced strategies for portfolio analysis, risk segmentation, data driven decision-making, and performance optimization to improve recovery results while maintaining compliance.

KEY WEBINAR TAKEAWAYS

How to shift from managing individual accounts to proactively managing portfolio performance and emerging risk
Improving borrower engagement by delivering the right message through the right channel at the right time
Transforming collections into a strategic advantage by using technology and data to improve recoveries and strengthen portfolio performance
How to utilize analytics and risk segmentation to prioritize accounts, optimize resources, and make better collection decisions

This webinar is part of the Collection Series.

BONUS MATERIALS

Advanced collections portfolio performance dashboard
Risk segmentation and collection strategy matrix
Collections strategic action planning workbook

WEBINAR DETAILS

This session is designed for experienced collectors and managers ready to elevate their expertise. Moving beyond day-to-day techniques, we explore strategic frameworks, analytics, and decision-making processes that drive long-term collections success. Attendees will examine portfolio trends, risk segmentation, and behavioral indicators influencing borrower performance and recovery potential. Learn to optimize contact timing, channel selection, and resource allocation while navigating advanced compliance, cross-department collaboration, and portfolio-level performance measurement. Walk away with actionable insights to shift from reactive collections to proactive, data-driven portfolio management that enhances institutional results.

WHO SHOULD ATTEND?

Chief lending officer
Chief financial officer
Collections manager
Lending manager
Collections supervisor
Risk management

TAKE-AWAY TOOLKIT

Employee training log
Interactive quiz
PDF of slides and speaker’s contact info for follow-up questions
Attendance certificate provided to self-report CE credits

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.