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Florida TCPA Compliance Summit

Clearwater Beach, FL | December 4th and 5th, 2023

About the Event

Our 2023 Annual Florida Summit will kick off in December at the Hyatt Regency Clearwater Beach Resort and Spa. It will include our famous year-end regulatory overview, covering how the world of telemarketing regulations developed in 2023 and what to expect in 2024.

2023 has further fragmented the status of telemarketing regulations, with countervailing and contradictory trends abounds at the state and federal level. On the one hand, the Florida legislature passed amendments to the FTSA that severely reduce the litigation risks of the mini-TCPA that has been so costly to callers. On the other hand, the first class actions are being filed in Oklahoma under the OTSA, that state's carbon copy of the more dangerous version of the Florida mini-TCPA. And the FCC's rulemaking relating to third party leads threatens to destroy the entire leads industry. Then there are other state laws, federal rulemaking, and the Biden administration's quixotic attempts to fully staff the FCC with a Democratic majority. There's a lot going on!

It is challenging to keep current with the rules, thanks to all the new laws, precedent-setting court cases, and declaratory rulings. However, since the litigators and professional plaintiffs never stop adjusting, neither can you. We help marketing professionals stay abreast of the current state of TCPA regulations, state laws, and litigation through our annual compliance summits. Book your ticket now and learn what industry professionals are doing to stay ahead of the curve.

Join us on December 4th and 5th, 2023, for two days of content with our diverse panel of legal minds and industry experts. Network with our speakers and with fellow compliance and privacy professionals.

Discussion Topics

  • 2024 TCPA Predictions
  • 2023 TCPA Trends
  • Webform Agreement Enforceability
  • TCPA Express Consent Marketing and Liability
  • Post-Facebook ATDS
  • How to Handle and Respond to Demand Letters
  • Class Action Defense Compliance Best Practices
  • Overview of All State Mini-TCPA’s including Oklahoma
  • Call Deliverability
  • Caller ID Remediation

Summit Highlights

  • Hear from multiple leading industry experts
  • 2 full days of content
  • Networking time
  • CLE credits
  • TCPA After Dark - Special After Hours Q&A Session
  • Cocktail party December 4th with an open bar
  • Full sit-down Hawaiian-themed networking dinner

Summit Speakers

John joe

Eric J. Troutman

Partner at Troutman Amin, LLP

Eric Troutman is the Czar of TCPAWorld and one of the country’s prominent class action defense lawyers. He is nationally recognized in Telephone Consumer Protection Act (TCPA) litigation and compliance. He has served as lead defense counsel in more than 300 national TCPA class actions and has litigated over a thousand individual TCPA cases in his role as national strategic litigation counsel for call center operators, lead providers, retailers, banks and finance companies. He frequently advocates before the FCC for TCPA sanity and helps industry participants build TCPA-compliant processes, policies and systems.

John joe

Michele Shuster

Partner, CIPP/US, CECP Mac Murray & Shuster LLP

Michele Shuster is a founding partner of Mac Murray & Shuster LLP and former Chief of the Ohio Attorney General’s Consumer Protection Section. Bringing more than two decades of experience in the consumer protection arena, she advises highly regulated businesses on a wide range of privacy, advertising, and other consumer protection matters. Michele regularly represents clients in matters before the FCC, FTC, and state attorneys general, conducts regulatory compliance audits and provides defense in government enforcement actions.

John joe

Puja Amin

Partner at Troutman Amin, LLP

One of the best known names in the marketing legal world -- Puja J. Amin -- has vast experience defending and counseling businesses on consumer protection laws including the Telephone Consumer Protection Act (“TCPA”) and a host of privacy-related statutes. She has provided legal oversight on an enterprise basis to major direct-to-consumer brands and defended some of the largest companies in the nation in major federal court litigation--earning her the title of "Queenie" of the TCPAWorld. Queenie now works alongside the Czar leveraging her vast experience and no-nonsense approach to aid the firm’s clients with their litigation and compliance needs and help assure peak consumer experience through deft adherence to all applicable consumer protection statutes and regulations.

John joe

Peggy Daley

Vice President at Charles River Associates

Peggy Daley has over 25 years of experience in investigations, data analytics, dispute resolution, and regulatory compliance. She has conducted hundreds of trade secret theft, fraud, and hacking investigations on behalf of Boards of Directors and outside counsel. Ms. Daley has testified at regulatory and sanctions hearings and also serves as an expert witness in matters relating to fraud, data privacy, data analytics, TCPA, and data security. Ms. Daley is a frequent lecturer on topics of data privacy, data security, fraud, and intelligence gathering.

John joe

Aaron Weiss

Partner at Carlton Fields

Aaron Weiss is recognized for his national litigation practice focused on telecommunications law, class actions and consumer claims. He has extensive experience in litigating matters under the Telephone Consumer Protection Act, of note is his precedent-setting Florida TCPA decisions. In addition to TCPA Aaron frequently litigates class action cases under a broad variety of consumer protection statutes, including the Fair Credit Reporting Act (FCRA); the Fair and Accurate Credit Transactions Act (FACTA); the Fair Debt Collection Practices Act (FDCPA); and the Florida Consumer Collection Practices Act (FCCPA).

John joe

Alexandra Krasovec

Partner at Manatt, Phelps & Phillips, LLP

Alexandra Krasovec is a TCPA compliance and class action defense partner in Manatt’s Los Angeles office. She helps clients navigate the TCPA and other state telemarketing laws by providing tailored compliance advice, aiding in due diligence efforts, and defending class actions. Alexandra’s clients include retailers, marketing agencies, technology companies, health care providers and health plans, insurance companies, lead generators, and financial institutions. She often speaks and writes on pressing TCPA updates and other federal and state consumer protection statutes.

John joe

Aaron Parry

Associate at Mac Murray & Shuster LLP

Aaron Parry guides businesses nationwide through a range of consumer protection and regulatory matters related to telemarketing and teleservices, lead generation and performance marketing, and data privacy and security. Aaron also advises clients on general business and transactional matters, including contract review and negotiation, vendor and other third-party due diligence, strategic planning, and compliance audits. A former collegiate letterwinner and NCAA Division I National Champion for the Ohio State football Buckeyes, Aaron applies the values he learned on the field – integrity, diligence, and true grit – to ensure his clients are armed with a sound plan for success while navigating challenging regulatory frameworks.

John joe

Elaine Smith

Associate Principal at Charles River Associates

Elaine (Lainey) Smith is an Associate Principal within the Forensic Services practice at Charles River Associates. She specializes in gathering, mapping, and interpreting Big Data while developing analyses at the behest of Fortune 500 corporations, financial institutions, major law firms, and regulatory bodies. Ms. Smith’s focus is on investigations and analyses related to consumer class actions in the TCPA, Biometric Information Privacy Act, Fair Credit Reporting Act, and related data privacy spaces. Lainey provides expert testimony in matters alleging violations of the TCPA and has specialized in TCPA-related data analytics for over 7 years.

Summit Agenda

Sunday, December 3rd

  • 6:00 PM - Welcome Reception!
    Join us for cocktails and nibbles at an exclusive pre-show gathering the night before the summit. Network with attendees, speakers, and the Contact Center Compliance staff putting on the show!

Monday, December 4th

  • 8:00 AM - Registration and Check-in - Complimentary Breakfast
  • 9:00 AM - Welcome and Introductions
  • 9:15 AM - The Biggest TCPA Developments of 2023—Everything You Need to Know Right Now - Eric J. Troutman
  • 10:00 AM - 15-Minute Break
  • 10:15 AM - Seclusion by CIPA – No Third-Party Guests Allowed at this Party! - Puja Amin
  • 11:00 AM - Regulatory Companion – Simplest Trick for Quick Regulatory Questions with Isaac Shloss
  • 11:30 AM - 15-Minute Break
  • 11:45 AM - Hop in the back seat, TCPA…Ohio is driving - Michele Shuster & Isaac Shloss
  • 12:30 PM - Networking lunch
  • 1:30 PM - From Insight to Foresight – The Crystal Ball of Compliance - All Speakers
  • 2:15 PM - So Your Marketing Team Wants a Text Program, Now What? - Alexandra Krasovec
  • 3:00 PM - 15-Minute Break
  • 3:15 PM - I’m from the Government, and I’m here to help - Closing the LeadGen Loophole with Michele Shuster and Eric Troutman
  • 4:15 PM - 15-Minute Break
  • 4:30 PM - Q&A Session
  • 6:00 PM - Open Bar
  • 7:00 PM - Complimentary Hawaiian-Themed Networking Dinner
  • 9:00 PM - Compliance After Dark - A late-nite Q&A with the speakers

Tuesday, December 5th

  • 8:00 AM - Complimentary Brekfast
  • 9:00 AM - Opening Remarks
  • 9:15 AM - AI Agents – Thinking beyond the “prerecorded/artificial voice” - Michele Shuster, Aaron Parry, and Isaac Shloss
  • 10:00 AM - 15-Minute Break
  • 10:15 AM - The 26% Club – Managing 13 Separate State Privacy Laws - Aaron Parry and Isaac Shloss
  • 11:00 AM - SPAM LIKELY – Don’t attend this session with Ronnie Allen and Ashley Huggins
  • 11:30 AM - 15-Minute Break
  • 11:45 AM - Compliance Tips and Tricks - Eric J. Troutman & Puja Amin
  • 12:30 PM - Networking lunch
  • 1:30 PM - Nightmare on TCPA Street: Why Defending TCPA Claims Can Be a Scary Ordeal - Peggy Daley & Lainey Smith
  • 2:15 PM - Quality over Quantity – Why 4 quarters are better than 100 pennies - Ryan Thurman
  • 2:45 PM - 10DLC - Star Wars Character or Industry Regulation? - Aaron Weiss
  • 3:45 PM - What did we learn – compete to win! - Discussion
  • 4:15 PM - 15-Minute Break
  • 4:30 PM - Q&A Session
  • 5:00 PM - Closing Remarks
  • 5:30 PM - Networking and Open Bar

Book Your Ticket Now

Book Your Room Now At a Special Rate.
Room Block Rate Expires November 13th - BOOK NOW!

Event Location

Hyatt Regency Clearwater Beach Resort and Spa
301 S Gulfview Blvd, Clearwater Beach, FL 33767
About the Venue

Experience Florida at the Clearwater Resort near Pier 60/ Hyatt Regency Clearwater is a residential-like escape steps from the Gulf and famous Pier 60. Sprawl out in one of their 286 over-sized rooms, stock your fridge with favorites and dine on your balcony. Or unwind at the Spa, watch a breathtaking sunset from their 8th floor pool deck and catch a bite at SHOR American Seafood Grill.

Florida TCPA Compliance Summit