Upcoming webinars
Thought-provoking webinars that deliver actionable insights.
Probate Best Practices to Maximize Recoveries for Auto Lenders
Date: January 17, 2023
Time: 11:00 AM – 12:00 PM CST
Attendees will:
Understand Personal Representative vs Attorney Conversations
Learn Insolvent Estates, What Does It Mean For You
The Questions You Need To Be Asking
5 Steps to a High-Performance Estate Recoveries Process
Date: March 21, 2023
Time: 10:00 AM – 11:00 AM CST
Attendees will:
- Understand pitfalls organizations run into with this inventory
- Learn the three ways your organization can handle this inventory
- Learn how probate will yield positive ROI
- Participate in a live Q&A session
PFOD Chat: A Credit Union Case Study
Date: February 20, 2024
Time: 10:00 AM – 10:30 AM CST
Attendees will:
- Why a probate process was created in the first place
- Additional benefits that have come with streamlining how estates are identified
- What types accounts are liquidating best
- What are they doing after a claim is filed
- Learn how a credit union has a current ROI of 9,879% and a CU Asset size of $450M
A Modern Look at your Deceased Process
Date: March 19, 2024
Time: 10:00 AM – 10:30 AM CST
For more and more organizations, knowing who has passed away within their inventory can be a challenging feat, let alone what can happen after the fact. Over the last decade, hundreds of organizations have chosen to be more proactive on this inventory and are seeing amazing results.
Attendees will:
Topics we’ll be covering:
- What scrubs find the most results
- Have some deceased scrubs not kept up with the times
- What are side effects of good/bad estate process
A Decade of Probate Data (in 30 minutes)
Date: April 23, 2024
Time: 10:00 AM – 10:30 AM CST
As a spiritual successor to our “A Modern Look at your Deceased Inventory” webinar, A Decade of Probate Data will include a recap of our previous session but focus more on the data we’ve collected over the last 10 years.
This will reflect everything from how sourcing new probate records has shifted to why we’ve been seeing more and more probates being opened year-over-year.
This webinar is intended for individuals who work closely in the collections, recovery, or revenue cycle departments within their organization.
Increase Recoveries With a Post-Claim Process
Date: November 21, 2023
Time: 10:00 AM – 10:30 AM CST
Attendees will:
- Be able to understand the key terms and phrases in probate
- Learn how the probate process works in its entirety
- Learn about the opportunities of creating an effective probate process, as well as how to overcome major obstacles
How to Supercharge Your Internal Estate Process
Date: May 21, 2024
Time: 10:00 AM – 10:30 AM CST
Attendees will learn:
- Understand the key terms and phrases in probate.
- Learn how the probate process works in its entirety.
- Learn about the opportunities of creating an effective probate process, as well as how to overcome major obstacles.
An Inside Look at Probate Finder OnDemand®
Date: June 18, 2023
Time: 10:00 AM – 10:30 AM CST
In this webinar we will be discussing:
- Probate basics
- Trends happening with probated estate growth
- Full walk through of Probate Finder onDemand – The nation’s only online tool to find and file probated estate claims
- Q&A session
Increase Recoveries With a Successful Post-Claim Process
Date: July 16, 2024
Time: 10:00 AM – 10:30 AM CST
Attendees will:
- Understand the difference between working with an attorney versus a personal representative
- Learn what questions you should be asking each
- Learn the hierarchy of debts
- Pro rata distributions
How to Supercharge Your Internal Estate Process
Date: August 16, 2022
Time: 10:00 – 10:45 AM CST
Attendees will learn:
- What is probate and why does it help
- How probate captures new revenue
- How to find out who has an open probate estate
- What are the best ways your organization can build a process
An Inside Look at Probate Finder OnDemand®
Date: September 13, 2022
Time: 10:00 – 10:45 AM CST
Attendees will:
- Be able to understand the key terms and phrases in probate
- Learn how the probate process works in its entirety
- Learn about the opportunities of creating an effective probate process, as well as how to overcome major obstacles
- Get an inside look at application features and functionality
CMS Compliance - Allowable Bad Debt and the Estate Process
Date: September 22, 2022
Time: 10:00 – 10:45 AM CST
Attendees will:
Understand the CMS Compliance requirement
Learn how to protect your revenue by adhering to the CMS requirement.
Review success stories from real healthcare organizations.
5 Steps to a High-Performance Estate Recoveries Process
Date: October 18, 2022
Time: 10:00 – 10:45 AM CST
Attendees will:
- Understand pitfalls organizations run into with this inventory
- Learn the three ways your organization can handle this inventory
- Learn how probate will yield positive ROI
- Participate in a live Q&A session
An Inside Look at Probate Finder OnDemand®
Date: November 15, 2022
Time: 10:00 – 10:45 AM CST
Attendees will:
- Be able to understand the key terms and phrases in probate
- Learn how the probate process works in its entirety
- Learn about the opportunities of creating an effective probate process, as well as how to overcome major obstacles
- Get an inside look at application features and functionality
Subscribe to updates for our 2022 webinars!
Date: November 11, 2021
Time: 10:00 – 10:45 AM CST
Attendees will:
- Be able to understand the key terms and phrases in probate
- Learn how the probate process works in its entirety
- Learn about the opportunities of creating an effective probate process, as well as how to overcome major obstacles
Contact us: 612.243.8412