Client Relationships

Client Relationships

Tuesday, October 11, 2022 (11:00 AM - 12:00 PM) (CDT)


As a professional commercial collector, you should know your client’s business – the products and services they provide.  This knowledge is important because if you are able to explain the nature of the past due account, you can anticipate many imaginary grievances and stalls the debtor may use when confronted with the debt.  Client knowledge and your relationship with them is important, it provides needed guidelines about handling each client’s accounts.

In this session, you will learn:

  • Retail vs. commercial claims
  • The importance of learning your client’s business
  • The various types of ownership and partnership among debtors
  • Collection laws and how they apply to this relationship
  • How to motivate and persuade debtors to pay

Meet Your Instructor: Timothy Wan Esq.from Smith, Carroad, Levy Wan & Parikh

TIMOTHY WAN, ESQ. is Senior Partner and the Chief Executive Officer (CEO) of Smith Carroad Levy Wan & Parikh. Mr. Wan’s areas of expertise include managing the creditor’s rights and collection law practice, serving as General Counsel to various small businesses in the local business community, and spearheading practice in the area of entertainment law, music law, copyright, and intellectual property.

Mr. Wan was admitted to the New York State Bar in January 2001, after graduating from Brooklyn Law School for his Juris Doctor where he was a member of the Moot Court Honor Society, and from Vassar College with a double B.A. in Political Science and Theatre in 1997. This background has fostered Mr. Wan’s trial and courtroom skills; throughout his career, he has successfully tried several hundred litigation matters, as well as successfully brought and defended appeals on healthcare-related matters to the appellate courts in the State of New York. Mr. Wan is admitted to the United States District Court for the Southern and Eastern Districts, and a member of the New York State and Suffolk County Bar Associations.

Mr. Wan is a Past Chair of the Eastern Region of the Commercial Law League of America, a Past Chair of the CLLA Young Member’s Section, past member of the Board of Governors, and served as the first ever two-consecutive-term President from 2019-2021. He also serves as the President of the New York State Creditors Bar Association. Mr. Wan is a two time Past President of the Infinite Exchange Chapter of BNI, and a member of the International Association of Commercial Collectors. Mr. Wan is a published author of the New York chapter of the textbook, Judgment Enforcement published by Aspen Publishing, and is a featured columnist and on the Board of Associate Editors for Commercial Law World. He is also the attorney advisor to the Commack High School Mock Trial team, and regularly lectures on topics regarding creditor’s rights, collection law, business change management, improving business efficiency, and legal strategy.

Tim has been married since 2006, and he and wife have three children. He enjoys watching fantasy inspired movies and TV, playing fantasy sports, and fantasizing about performing onstage again.

Event Contact
Kelsey Voorhees
(952) 925-0760
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Tuesday, October 11, 2022 (11:00 AM - 12:00 PM) (CDT)
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