Agenda for the fourth annual

Regulatory workshop for Debt Relief Professionals

Thursday, January 25

5:00 pm – 7:00 pm

Opening Reception: Networking and Drinks

Location: Upper Poolside

Sponsored by:

Friday, January 26

8:00 am - 9:00 am

Wake Up and Network Breakfast

Sponsored by:

9:00 am - 12:30 Pm

Major Regulatory Updates in the Debt Relief Space

Are Front-Ends Required to be Licensed as Debt Settlement Companies?

Call Recording and Document Retention Policies: Do’s and Do Not’s

Unpacking Prepaid Legal Plan Licensing Requirements

The Legal Model’s Next Frontier: The Rise of Alternative Business Structures (ABS)

Critical Regulatory Issues Surrounding Mailers

Legal Plans v. Legal Models: Discerning the Difference

Felix Shipkevich

Principal | Shipkevich PLLC

Jessica Livingston

Partner | Shipkevich PLLC

Yvonne Bowser-Caballero

Counsel | Shipkevich PLLC

12:30 pm - 1:30 pm

Power Lunch

Sponsored by:

1:30 pm - 2:15 pm

Women of Debt Relief Presents - Collections ALERT! New Regulations and Compliance Requirements

Keeping up with the changing regulatory environment in collections can impact the way you currently settle accounts. Learn how your company can prepare and align with these requirements; so you don’t impact settlements.

This is a topic that no debt settlement company can ignore because this affects everyone in the financial services industry working with consumer debt. Everything you need to know moving into 2024.

Teresa Dodson

Founder & President | Greenbacks Consulting

Mark Naiman

Managing Partner | In The Park MDR LLC

2:15 PM - 3:15 PM

Panel Discussion with Debt Relief Industry Trade Associations and Not-for-Profits


Bryce McNitt​

Chief of Staff, Office of Markets | Consumer Financial Protection Bureau


Jenny. L. Doling

Board Member / Secretary | National Association of Consumer Bankruptcy Attorneys

Matthew Ribe

General Counsel | NFCC

Cliff Andrews

Executive Director | CDRI

Teresa Dodson

Founder & President | Greenbacks Consulting

3:15 PM - 3:30 PM

Sweet Afternoon Cookie and Soda Break

Sponsored by:

3:30 pm - 4:00 Pm

Legal Plans v. Legal Model: From the Professionals’ View

Hear from an excellent panel of experts and leaders in both the legal model and legal plan industries, where our firm will be asking hard questions to get straight answers. This discussion will delve into the differences between a legal plan versus a legal model, including the pros, cons, risks, and benefits of each. 


Felix Shipkevich

Principal | Shipkevich PLLC


Angelo Anzalone

CEO | Veritas Legal Plan

Shawn Council

Founder | Council Law Group, PLLC

Jill Newman

Legal Liaison | Consumer Defense Partners

Jonathan H. Yong

Partner | Guardian Litigation Group

4:00 pm - 5:00 pm

Recent Upsurges in Debt Settlement Litigation

5:00 pm - 7:00 Pm

Closing Reception: Networking and Drinks

Location: Upper Poolside

Sponsored by:

IT services for this event are generously sponsored by:

Thank you for the generous support:

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