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What is Law Practice Management Consulting?

Posted By Administration, Friday, November 16, 2018
Updated: Thursday, November 15, 2018

Recorded November 15, 2018

Is your firm struggling to keep up with technology, modernize your marketing strategies, and make more money while collecting less? National Creditors Bar Association has partnered with Red Cave Law Firm Consulting to provide law practice management consulting for NCBA members to address these common struggles firms face. Executive Director Mark Dobosz interviews Red Cave's Jared Correia to learn what law practice management consulting is and can do for your law firm. 

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Jared Correia, CEO, Red Cave Law Firm Consulting

Jared D. Correia, Esq. is the CEO of Red Cave Law Firm Consulting, which offers subscription-based law firm business management consulting services for law firms, bar associations and corporations. Red Cave also works with legal vendors to develop programming and content. Jared is also the COO of  Gideon Software, Inc., which offers intelligent messaging and predictive analytics software built exclusively for law firms. A former practicing attorney, Jared has been providing services to lawyers and law firms for over a decade. He is a regular presenter at local, regional and national events, including  ABA TECHSHOW. He regularly contributes to legal publications, including his column, ‘Managing,’ for Attorney at Work, his ‘Law Practice Confidential’ advice column for Lawyerist and his column for Above the Law focused on the legal technology startup community. Jared is is the host of the Legal Toolkit podcast on Legal Talk Network.  Jared also teaches for Concord Law School, Suffolk University Law School, Solo Practice University and Becker College. He loves James Taylor, but respects Ron Swanson; and, he tries to sneak Rolos when no one is looking.

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The Challenges Faced by Women in Consumer Finance

Posted By Administration, Monday, November 5, 2018

Recorded November 5, 2018

NCBA Associate Executive Director Robin Cole talked to Amy Perkins, Chief of Content & Industry Intelligence at insideARM about the upcoming  Women in Consumer Finance conference to be held December 10th - 12th in Baltimore, Maryland. The conference will focus on some of top challenges women in the industry are facing, and how they can overcome them in their workplace and careers. Robin, along with NCBA Past-President Joann Needleman with Clark Hill PLC, Heather J. Bentley with Citizens Bank, and Rhonda L. Nelson with Severson & Werson, will be leading a session titled Storytime: Just Freaking Own It Already!

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Robin Cole, Associate Executive Director, National Creditors Bar Association

Robin Cole is the Associate Executive Director of National Creditors Bar Association (NCBA), where her responsibilities include oversight of recruitment and retention of members, member relations, internal and external marketing and overseeing operations, as needed. Previously, Robin was an Escrow Officer and District Manager for a Fidelity National Title subsidiary, where she was responsible for the largest closing the company had done to date - $64 million. During the refi boom and housing bubble in Florida in the 90s and following her two daughters’ births, Robin negotiated a flex schedule with Fidelity, which was a first for the national company. Her work ethic is what got her request taken seriously however, she credits her mentors in the company and their willingness to try something new to help a sister out, that helped to make the transition a success.

Amy Perkins, Chief of Content & Industry Intelligence, insideARM

Amy is a collections and recovery veteran with twenty years of collections and recovery experience. She has intentionally steered her career in a way that has gained her experience in all facets of the business; operations, strategy, risk and compliance. Over half of her career has been focused on strategy and pushing the envelope to modernize the collections approach and improve the customer experience. Amy currently serves as an industry ambassador with insideARM, as the Co-Executive Director of the Consumer Relations Consortium and Innovation Councils, as well as leading annual leadership summits aimed at advancing the industry. 

Amy started her career at NCO Group, where she ultimately led all aspects of call center operations; managing performance and client relationships. She went on to work for Bank of America for eight years in a variety of executive leadership roles across credit card collections and recovery.  Before joining insideARM, Amy spent four years leading enterprise collections strategies for all products at Citizens Bank.

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Getting Ready for Trial

Posted By Administration, Friday, November 2, 2018
Updated: Thursday, November 1, 2018

Recorded November 1, 2018

In this Creditors Rights In-Depth Podcast, NCBA Executive Director Mark Dobosz talks with David Weimer about the upcoming Litigation Boot Camp on Monday, November 12 at Washington University School of Law in St. Louis, Missouri. The seminar is designed especially for the young or new attorney, or any attorney looking for a refresher in the nuts and bolts of litigating creditor claims. The intensive 6-hour program will cover the entire lifecycle of a claim, including pleading mechanics, pretrial practice, depositions, trial practice, evidence, examination of witnesses, and defensive concerns, all presented by National Creditors Bar Association’s faculty of experienced trial attorneys. Attendees may earn six (6) CLEs credits.

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David Weimer, Vice President & Chief Compliance Officer

Kramer & Frank, P.C.

David Weimer is Vice President & Chief Compliance Officer at Kramer & Frank, P.C. in Kansas City, Missouri, and a member of the Compliance Professionals Forum. Since 1991, his practice has included the FDCPA, the FCRA, the TCPA, HIPAA, creditors’ rights, various other consumer protection statutes, and, more recently, the CFPB and UDAAP. He has defended law firms and collection agencies against consumer protection claims. He is a member of the Missouri Bar, the Bars of the U.S. District Courts for the Western District of Missouri and the District of Kansas, and the U.S. Circuit Courts for the Eighth and Tenth Circuits. He is also a member of NCBA, serving as Co-Chair of the By-laws Committee, and on the Professional Standards Committee. He is the current President of Missouri Creditors Bar, Inc.

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The Psychology of Collections

Posted By Administration, Wednesday, October 17, 2018

Recorded October 17, 2018

In this Creditors Rights In-Depth Podcast, James Todd introduces us to the world of psychology as it applies to the creditors rights recovery process. James and NCBA Executive Director Mark Dobosz will discuss issues surrounding (1) personality types and their relationship with consumer debtors, (2) what behavioral patterns may arise therefrom when faced with the circumstances of the collections process, as well as (3) some common coping mechanisms and solutions for positive outcomes.

This podcast will look at:

  • A brief overview of the nine enneagram personality types
  • The relationship between these personality types and financial stability - or lack thereof
  • A few common coping / defensive mechanisms associated with these personality types when suddenly thrust into an unfamiliar realm (e.g. the legal world, court hearings, etc.)
  • Recognizing and attaching debtor actions to their respective personality types
  • Short and simple tips on interactions with those types


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James J. Todd, Managing Attorney, Litigation, Recovery & Collections

Gerner & Kearns Co., L.P.A.

James J. Todd manages the Litigation, Recovery, & Collections group at the firm Gerner & Kearns Co., L.P.A., where he represents lenders in state and federal court in both consumer and commercial recovery and litigation matters. His experience includes representation of numerous financial, healthcare, and government entities from the earliest stages of the litigation process all the way through appellate matters. 

Jim has lectured on FDCPA and creditors’ rights matters for the National Business Institute and Lorman Institute, and authored several articles on the current regulatory and compliance evolutionary impacts on the financial industry.

Jim grew up in Tennessee, where he met his wife Kimberly, a Cincinnati-area native. After college they moved to the Cincinnati area, where he graduated from Chase College of Law in 2012, becoming licensed to practice in Indiana, Ohio, Kentucky, and Michigan, along with several federal and appellate courts. Jim and his wife reside in Northern Kentucky with their two sons, Jack and Sam. When not representing his clients, his focus continuously remains on his family with the personal motto “I am a husband and father first, attorney second.”   


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Cybersecurity and Insuring That You Protect Your Business

Posted By Administration, Monday, September 24, 2018
Updated: Wednesday, September 19, 2018

Recorded September 19, 2018

Unfortunately, data breaches and other cyber-crimes are no inherent challenges of doing business in any industry. In the past few years, data breaches have resulted in major fines, legal fees and headaches – for not just large organizations but small businesses and professional services firms as well. No business is completely immune from being hacked or getting a virus. It has been reported that 55% of small businesses have experienced a data breach and that 53% have had multiple breaches?1

Data breaches can damage more than just your small-business computer system – it also can damage your reputation and put your clients and/or employees at risk.

This podcast will look at

  • Why is it necessary for firms carry Cyber coverage in this day and age?
  • How does Cyber Insurance differ from other lines of coverage, such as Professional Liability?
  • How has Cyber Insurance evolved and where do you see it going in the coming years? 


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Mike Shea, President, Shea Barclay Group

Mike is a native of Tampa and second generation insurance agent. Mike is a 2004 graduate of the Florida State University College of Business with a Bachelor’s degree in Finance. After a brief career in the banking industry, Mike accepted a sales position at Thaxton Barclay Group. The firm, at the time, specialized solely in professional liability for law firms.

Prior to coming on board, Thaxton Barclay Group consisted only of two partners, with no employees, operating only in Florida. Mike was responsible for the firm’s geographic expansion and quickly grew our client base on a national level. 

 In July of 2012, Mike acquired a majority interest in Thaxton Barclay Group and took over as President. As President, Mike has expanded the operations through new product implementation, various association engagements and additional sales associates. The firm’s growth continues to be ahead of most industry metrics.

Today, Shea Barclay Group, formerly Thaxton Barclay Group, maintains 1,000+ clients in over 30 states. 

Mike has spoken on many topics related to law firm risk management through local and state bar associations, as well as, state trial lawyer associations. He has had articles on law firm risk management published in multiple periodicals. 

Mike is a former board member of Junior Achievement of Hillsborough County.  He has also maintained a committee position with the Hillsborough Education Foundation.  Currently, Mike serves on the Tampa Downtown YMCA Advisory Board.  Mike is a graduate of the 2006 Tampa Connection Class. Mike is married to the former Leila Pallardy and has two young boys, Reilly (2) and Braden (new born). 


Harrison Tropp, Advisor, Shea Barclay Group

Harrison Tropp is a native of Tampa, having graduated from Florida State University with a degree in Political Science. Following graduation, he began work as an advisor for a consulting group representing default law firms. While Harrison’s primary responsibilities pertained to business development, he gained first-hand experience in default services, law firm operations, as well as audit and compliance requirements. He began his tenure at Shea Barclay Group towards the end of 2016 with the primary role of helping default firms with their insurance needs, particularly related to compliance mandated insurance. Harrison’s expertise primarily centers on Professional Liability, Cyber, EPL, and Crime coverages. Harrison currently resides in Tampa, FL with his wife, Molly and dog, George.

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Keys to Building a Better Team

Posted By Jim Podewitz, Thursday, September 20, 2018
Updated: Wednesday, September 19, 2018

Recorded Wednesday, September 19, 2018

Finding people might be easy enough. Finding the top talent who will take your business to the next level is another story. Let’s face it, your people are your business. They’re the heart of what makes your company successful. When you have the right fit, you experience increased profitability, performance and productivity – the three essentials to any successful business.

Join us for our podcast, KEYS TO BUILDING A BETTER TEAM, as we discuss best practices and sound policies around recruiting and retaining the best talent for your business.

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Jill Silman Chapman is a Senior Performance Consultant with Insperity Traditional Employment Solutions. She holds a Bachelor's degree in Journalism from The University of Texas at Austin, a Master's degree in HR Management from Tarleton State University, SPHR and SHRM-SCP certifications, and has 25+ years' experience in the HR and recruiting industry. Ms. Chapman partners with clients in order to recruit and train staff with an emphasis on productivity and performance. Through presentations, webinars and podcasts, she helps businesses find the best talent with the latest in recruitment strategy, talent attraction methods and technology. Ms. Chapman has been quoted as a business expert in such media outlets as The Wall Street JournalThe New York Times and CBS MarketWatch, and has worked with such clients as Marriott, Fox Sports, and

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Why is Email So Stressful, Even Though It's Not Actually That Time-Consuming?

Posted By Administration, Friday, August 17, 2018

Without question, email become very burdensome for so many of us. To better understand why, Dorie Clark, an adjunct professor at Duke University’s Fuqua School of Business, undertook an experiment. Her findings changed her approach to email, and they might change yours too. Listen as NCBA Executive Director Mark Dobosz interviews Dorie Clark in this informative, free podcast, and find out the single most important thing you can do to better manage your inbox!


Dorie Clark, Duke University's Fuqua School of Business

Dorie Clark is an adjunct professor at Duke University’s Fuqua School of Business and the author of Entrepreneurial You, Reinventing You and Stand Out, which was named the #1 Leadership Book of 2015 by Inc.magazine. A former presidential campaign spokeswoman, the New York Times described her as an “expert at self-reinvention and helping others make changes in their lives.”

A frequent contributor to the Harvard Business Review, she consults and speaks for clients including Google, Microsoft, and the World Bank. She is also a producer of a multiple Grammy-award-winning jazz album. You can download her free Entrepreneurial You self-assessment workbook and learn more at 


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Unconscious Bias

Posted By Administration, Friday, July 13, 2018
Updated: Thursday, July 26, 2018

Recorded Friday, July 13, 2018

What is Unconscious Bias, and where does it come from? NCBA Executive Director Mark Dobosz talked with Tracy Spears, founder of Exceptional Leaders Lab to find out. As gender and racial inequality becomes an increasingly important issue in society, it is crucial to know about the types of Unconscious Bias in the work place, why organizations should even care about it, and how they can create a better Diversity & Inclusion strategy. Individuals will also learn what to do to mitigate their own Unconscious Biases.



Tracy Spears, Exceptional Leaders Lab 

Tracy Spears is the Founder of the Exceptional Leaders Lab. She specializes in developing leaders, inspiring teamwork, and enhancing inter-office communications. The innovative content in her keynote speeches and workshops is taken directly from her best-selling books, “What Exceptional Leaders Know” and “The Exceptional Leaders Playbook”. Her energetic and interactive approach has helped leaders and aspiring leaders all over the world improve their leadership skills, their communication, and their understanding of how people and organizations succeed.

Tracy is a graduate of the University of Oklahoma and an accomplished athlete who was a member of the U.S. National Softball Team. Tracy is a member of the National Speakers Association and one of the highest rated leadership, diversity & inclusion, and team development coaches in America.


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Working With Your State's Attorney General

Posted By Administration, Wednesday, June 20, 2018
Updated: Thursday, July 26, 2018

Recorded Wednesday, June 20, 2018  

In many areas traditionally considered the exclusive responsibility of the federal government, the state attorneys general now share enforcement authority. A major trend of the last several years has been the increasingly cooperative working relationships the state attorneys general have forged with their federal counterparts, including many financial services areas. Listen as our presenters talk about how you can build a strong relationship with your AG when advocating for your issues and industry.



Joannn Needleman, Clark Hill PLC 

Joann Needleman is a partner in the law firm of Clark Hill PLC in Philadelphia, Pennsylvania, where she serves as the leader of the Consumer Financial Services Regulatory & Compliance Practice Group. Joann serves as a navigator to her clients seeking advice and guidance in the complex regulatory environment facing the financial services industry. A former member of the Consumer Financial Protection Bureau’s Consumer Advisory Board, Joann has been able to provide her clients with useful strategies in order to prepare for new areas of regulatory scrutiny. Joann is a past President of the Board of Directors of the National Creditors Bar Association.


Charles R. Spies, Clark Hill PLC

Charles R. Spies is the leader of Clark Hill's national Political Law practice, as well as the Member in Charge of the Washington D.C. office. Charlie has over two decades of experience providing strategic counsel at the highest levels in Washington D.C. and nationwide. He counsels a broad range of corporations, organizations, candidates, officeholders, and individuals confronting challenges and opportunities at the intersection of political and issue campaigns, government ethics, law and public policy.


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Navigating the Search Part 1: Finding Support Staff

Posted By Administration, Wednesday, May 9, 2018
Updated: Thursday, July 26, 2018

Recorded Wednesday, May 9, 2018

Mark Dobosz interviews John Lassiter with Carolina Legal Staffing LLC on the topic of finding qualified support staff for your law firm. Mr. Lassiter discusses how and when to start the process to find a new paralegal or assistant; what resources are available to gain an edge in a tight market; what steps are best to take a fresh look at an open position; and how to determine why a candidate would choose your firm.



John W. Lassiter, Carolina Legal Staffing LLC 

John Lassiter is the President and Founder of Carolina Legal Staffing. He began his career in Charlotte as an attorney and later senior HR executive with the Belk organization after serving as an Assistant Attorney General with the Department of Justice in Raleigh. 

Carolina Legal Staffing provides full service permanent and temporary placement of attorneys, paralegals, document review and legal support in every major market in the Carolinas. 

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