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Overview
From Skip Tracing Through Enforcement
Debt collection practice involves a steady stream of documents, deadlines, and compliance requirements - and paralegals are at the center of keeping it all on track. This course provides a practical roadmap of the collection process through the lens of the paralegal's role and responsibilities. From drafting demand letters and verifying debt documentation to preparing pleadings and supporting post-judgment enforcement, participants will gain the tools to manage cases while staying compliant with the Fair Debt Collection Practices Act (FDCPA) and other relevant laws. Help clients reclaim what they're owed - register today!
- Use all the tools at your disposal to ensure accurate debtor and asset information.
- Prepare better documents for attorney review: from demand letters and summonses to motions to compel.
- Establish coordination with enforcement officers and other parties in the process.
- Build better systems for monitoring payment plans and maintaining judgment collection files.
- Tailor your approaches to unique aspects of specific debts: medical, municipal, etc.
Abbreviated Agenda
- Finding Debtors and Their Assets
- Preparing Filings and Assisting in Litigation
- FDCPA Compliance and Documenting Debtor Communications
- Daily Workflow, Calendars, and Case Management
- Paralegal Ethics in Collection Law
- Assisting in Other Post-Judgment Collection Efforts
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| California MCLE Paralegal |
|
6 Total | 03-19-2028 |
| Delaware Certified Paralegal Program |
|
6 Total | 03-19-2027 |
| Florida Registered Paralegal |
|
6 Total | 03-19-2027 |
| Indiana Paralegal CLE |
|
6 Total | 03-19-2027 |
| NALA |
|
6 Total | 03-19-2027 |
| Montana CLE Credit for Paralegals |
|
6 Total | 03-19-2028 |
| North Carolina Continuing Paralegal Education |
|
6 Total | 03-19-2027 |
| New Mexico Paralegal Division, State Bar of |
|
6 Total | 03-19-2028 |
| Ohio Certified Paralegals |
|
6 Total | 03-19-2027 |
| NFPA |
|
6 Total | 03-19-2027 |
| Texas State Bar of Paralegal Division |
|
6 Total | 03-19-2028 |
| Washington Paralegal Association |
|
6 Total | 03-19-2027 |
Credit Details by Jurisdiction
Paralegal
Credits
California MCLE Paralegal Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - California MCLE Paralegal - 6: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
Video Download - California MCLE Paralegal - 6: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
Delaware Certified Paralegal Program Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Delaware Certified Paralegal Program - 6: This course qualifies for 6.0 DCP CLE credit hours, including 1.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.
Video Download - Delaware Certified Paralegal Program - 6: This course qualifies for 6.0 DCP CLE credit hours, including 1.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.
Florida Registered Paralegal Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Florida Registered Paralegal - 6: This course qualifies for 6.0 hours of self-study continuing education for paralegals, including 1.0 hour of self-study ethics credit, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NALA and NFPA.
Video Download - Florida Registered Paralegal - 6: This course qualifies for 6.0 hours of self-study continuing education for paralegals, including 1.0 hour of self-study ethics credit, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NALA and NFPA.
Indiana Paralegal CLE Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Indiana Paralegal CLE - 6: This course qualifies for 6.0 hours of distancing learning continuing education, including 1.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).
Video Download - Indiana Paralegal CLE - 6: This course qualifies for 6.0 hours of distancing learning continuing education, including 1.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).
NALA Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - NALA - 6: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 6.0 hours, including 2.25 non-substantive and 1.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.
Video Download - NALA - 6: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 6.0 hours, including 2.25 non-substantive and 1.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.
Montana CLE Credit for Paralegals Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Montana CLE Credit for Paralegals - 6: This course has been approved for 6.0 hours of self-study CLE credit, including 1.0 hour of ethics, by NALA The Paralegal Association Certifying Board. The Montana Association of Legal Assistants (MALA) and the Paralegal Section of the State Bar of Montana will honor this credit approval.
Video Download - Montana CLE Credit for Paralegals - 6: This course has been approved for 6.0 hours of self-study CLE credit, including 1.0 hour of ethics, by NALA The Paralegal Association Certifying Board. The Montana Association of Legal Assistants (MALA) and the Paralegal Section of the State Bar of Montana will honor this credit approval.
North Carolina Continuing Paralegal Education Approved · 6 Total Credits
- 1 Professional Responsibility
Earn Until
OnDemand - North Carolina Continuing Paralegal Education - 6: This program has been approved by the North Carolina State Bar Board of Paralegal Certification for computer-based continuing paralegal education credit in the amount of 6.0 hours, of which 1.0 hour will also apply in the area of professional responsibility. This course is not sponsored by the Board of Paralegal Certification.
New Mexico Paralegal Division, State Bar of Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - New Mexico Paralegal Division, State Bar of - 6: Approved by the Paralegal Division of the State Bar of New Mexico for 5.0 general self-study credit and 1.0 ethics self-study credit (for a total of 6.0 hours CLE).
Video Download - New Mexico Paralegal Division, State Bar of - 6: Approved by the Paralegal Division of the State Bar of New Mexico for 5.0 general self-study credit and 1.0 ethics self-study credit (for a total of 6.0 hours CLE).
Ohio Certified Paralegals Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Ohio Certified Paralegals - 6: This course qualifies for 6.0 hours of self-study continuing education for paralegals, including 1.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.
Video Download - Ohio Certified Paralegals - 6: This course qualifies for 6.0 hours of self-study continuing education for paralegals, including 1.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.
NFPA Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - NFPA - 6: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 6.0 hours of Continuing Legal Education self-study credit, including 1.0 hour of ethics.
Video Download - NFPA - 6: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 6.0 hours of Continuing Legal Education self-study credit, including 1.0 hour of ethics.
Texas State Bar of Paralegal Division Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Texas State Bar of Paralegal Division - 6: This course qualifies for 6.0 self-study CLE credit hours, including 1.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas.
Video Download - Texas State Bar of Paralegal Division - 6: This course qualifies for 6.0 self-study CLE credit hours, including 1.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas.
Washington Paralegal Association Approved · 6 Total Credits
Earn Until
OnDemand - Washington Paralegal Association - 6: Approved for 6.0 CLE self-study credits by the Washington State Paralegal Association (WSPA).
Video Download - Washington Paralegal Association - 6: Approved for 6.0 CLE self-study credits by the Washington State Paralegal Association (WSPA).
Select Jurisdiction
Paralegal
Agenda
-
Finding Debtors and Their Assets
- Databases and Skip Tracing AI Tools You Should Be Using
- Pinning Down Basic Debtor Information
- Finding Asset and Financial Information
-
Preparing Filings and Assisting in Litigation
-
FDCPA Compliance and Documenting Debtor Communications
- Top FDCPA Pitfalls
- Demand Letters
- Handling Debtor Correspondence
- Handling Requests for Verification of Debt
- Payment Plans
-
Daily Workflow, Calendars, and Case Management
-
Paralegal Ethics in Collection Law
- Treating Debtors With Dignity and Respect
- Steering Clear of Deceptive and Coercive Tactics
- Guarding Confidentiality
- UPL in Debt Collection
-
Assisting in Other Post-Judgment Collection Efforts
- Debtor Examinations and Continued Investigations
- Writs of Execution and Garnishment Orders
- Filing and Service of Process
- Liens and Levies
- Effective Coordination With Attorneys
Who Should Attend
This basic level course is designed to give attendees the knowledge they need to assist in collection matters. Those who should attend include:
- Paralegals
- Legal Technicians
- Legal Assistants
- Legal Support Staff
Speakers
Speaker bio
Jonathan S. Goodgold
is the managing member of Goodgold West Maitlin & Klein LLC, a business boutique law firm based in Roseland, New Jersey. He heads the firm's collection law practice, and handles commercial and consumer collection matters across a wide spectrum of industries. Mr. Goodgold is a frequent speaker on topics related to collection law, ethics and law firm management. He regularly counsels clients pre-litigation and in anticipation of collection litigation matters. Mr. Goodgold is barred in New Jersey and New York. He earned his B.A. degree, magna cum laude, from Binghamton University and his J.D. degree from the Benjamin N. Cardozo School of Law.
Speaker bio
Crystal M. Duplay
is an attorney with Frost Echols LLC. She has devoted her career to the creditor's rights practice area and advocates on behalf of clients in all aspects of collections. Ms. Duplay earned her B.A. degree from Baldwin Wallace University and her J.D. degree from Cleveland-Marshall College of Law at Cleveland State University. She frequently presents on various debt collection issues. Ms. Duplay is currently the secretary of the Ohio Creditor's Attorney Association and has served as a director for the National Creditor's Bar Association. She is licensed to practice law in Ohio, Wisconsin, U.S. District Court Northern District of Ohio and Supreme Court of the United States.
Speaker bio
Daniel E. Best
is the shareholder with Weltman, Weinberg and Reis. He is in charge of the Consumer Collections Unit for the Detroit office of the law firm of and is a member of the firm's Management Committee. His practice focuses on consumer collections, commercial collections, foreclosures and secured transactions. Mr. Best regularly handles collection litigation involving credit card accounts, lines of credit, home equity loans, car loans, boats loans and deficiency balances. He also has a breath of experience in collecting on student loans, both through legal and traditional agency means. Over the course of his career, he has foreclosed on preferred ship mortgages and maintained actions to recover fraudulent conveyances recovering both personal and real property, to be liquidated and applied to outstanding judgments. Mr. Best also has experience in pursuing subrogation collections on behalf of auto insurers; homeowners insurers, title insurers and title companies. He has also assisted small businesses, including medical providers, attorneys and accountants with collections on their non-paying accounts. Mr. Best formerly oversaw the complete operations of the firm's Michigan office, which he founded in 1998. He is a regular presenter on collection related issues, including the litigation process, recovery of property (both real and personal) through legal means and execution on judgments. Mr. Best earned his B.S. degree from The Ohio State University and his J.D. degree, cum laude, from Northwestern School of Law of Lewis and Clark College. He is a member of the State Bar of Michigan, the Ohio State, the Michigan Creditor's Bar Association and American (member, Business Law Section, Credit Union Committee) bar associations. Mr. Best is also active with the Michigan Traveling Circus, an organization consisting of vendors to the finance industry which raises money for scholarship given to college students studying finance.
Speaker bio
Stuart M. Collis
is a senior partner with Collis, Griffor & Hendra PC. He practices in the areas of collections/creditor's rights, civil litigation, commercial litigation, family law, divorce, child custody, paternity, criminal law, driver's license restoration and DUI/OWI/drunk driving. Mr. Collis is a trained mediator and has extensive experience with case evaluation procedures. He has also served on a number of state and national organizations, including NABA, WCBA, MCBA, CLLA, and the Michigan Department of Agriculture's Companion Animal Committee. Mr. Collis has been published extensively, including several republications. He has created and presented numerous educational sessions for interested organizations. Mr. Collis earned his B.A. degree from the University of Michigan and his J.D. degree, cum laude, from M. Cooley Law School.
Top FAQs
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time.
With each course, you will receive access to the content via OnDemand Streaming and the Video Download.
Course reference materials are included with each course purchase in a downloadable PDF format.
How do I access my courses?
Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-793-5274.
Do you have options for attendees who are deaf or hard of hearing?
Closed captioning is available for all online live courses. Attendees may enable the closed captioning functionality within the event room once they have accessed the event by simply clicking the "cc" button in the lower right of the event room.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. Please call out Customer Service Department to inquire about savings for your team at 800-793-5274.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account.
If you're a subscriber, you'll have access to your course recordings until 7 days after the expiration date of the subscription.
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