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Insights

Insights / 22 January 2024

The Three Most Important Aspects to Creditor Collection in Probate

In the intricate realm of probate matters, creditors often find themselves in a delicate balancing act to ensure they receive their rightful dues. Timely and strategic actions play a pivotal role in navigating this process successfully.
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Insights / 4 January 2024

Fraudulent Activities that Impact the Financial Sector and Beyond: Takeaways from 2023 IBA Meeting

Attorney Laura Alms recently attended the annual business meeting and holiday breakfast for the Chicago Area Chapter of the Illinois Bankers Association. Now she is sharing her top takeaways!
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Insights / 2 January 2024

The Top 5 BSA Takeaways From Our Recent Weltman Webinar

If you work for a credit union or financial institution, then you are no stranger to the Bank Secrecy Act (BSA). Passed by Congress in 1970, the BSA aims to detect and fight against people who may be laundering money or committing fraudulent financial activity.
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Insights / 18 December 2023

Weltman's Top 8 News and Insights: A Look Back at 2023

What a year! In 2023, Weltman had two office moves - in Philadelphia and Pittsburgh. We've published over 85 informative blogs, hosted 12 interactive webinars, and posted regularly on our social media so you can stay up-to-date on the world of collections. Now, we're sharing the top 8 blogs of 2023!
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Insights / 1 December 2023

2023 MBA Bank Management and Directors Conference Takeaways

Last month, shareholder Stuart Best attended the Michigan Bankers Association Bank Management and Directors Conference. Besides the weather in Michigan being great, the wealth of knowledge that was obtained from the conference was amazing.
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Insights / 28 November 2023

What's on Tap? Episode Two: The Dos and Don'ts of Handling Garnishments and Levies

The second episode of our What's on Tap? webinar series gives you valuable insights into garnishments and levies along with a local Philadelphia beer recommendation you won't want to miss.
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Insights / 27 November 2023

To Meet or Not to Meet?

Earlier this year, I was approached with what I would call an "assigned opportunity." The idea was for an in-person meeting for all of the managers and directors within the firm. This would be an unprecedented event with no priors to draw from as to outline or scope.
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Insights / 16 November 2023

What Not to Forget About Foreclosures: A Coffee With Casey Recap

Foreclosures and a fresh cup of coffee, what could be better? For the eighth episode of our popular #CoffeeWithCasey webinar series, we discussed the latest need-to-know information about foreclosures.
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Insights / 10 November 2023

Artificial Intelligence, Affectionately Known as AI: Takeaways From 2023 AFSA Annual Meeting

Shareholders Sara Costanzo and Milos Gvozdenovic recently attended the American Financial Services Association (AFSA) 2023 Annual Meeting. At this event, attendees had the opportunity to connect with various keynote speakers, engage in educational breakout sessions, and gain key insights into the current industry.
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Insights / 8 November 2023

What Is Your Collateral Recovery and Replevin Strategy?

In another episode of our popular #AskaPro webinar series, shareholder Allen Reis was joined by shareholder Amy Clum Holbrook and attorney Stefanie Kempfer Collier to talk collateral recovery and replevin strategy. Now, we are sharing the top takeaways!
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