In an industry where precision and impartiality are paramount, CPT Group has consistently set the standard for excellence. Imagine a world where complex legal settlements unfold seamlessly, where fairness is not just a promise but a demonstrated practice. This vision drives CPT Group, an organization that has spent over 40 years perfecting the art of class action administration—transforming intricate legal processes into trusted, effective solutions.
With a proven track record of administering over 530 cases annually and disbursing more than $1 billion in settlement funds each year, CPT Group has earned the trust of 10,000 plaintiff and defense clients nationwide. The company’s expertise extends across all facets of class action administration, having served over 250 million class members and handled cases of all sizes—from small-scale wage and hour settlements to nationwide, multi-million-member class actions.
From its inception, CPT Group recognized that class action administration goes beyond executing settlements; it is about safeguarding trust, maintaining transparency, and ensuring each case is managed with staunch integrity. This guiding philosophy has propelled the company to the forefront of the industry, where its legacy is defined not only by experience but also by a forward-thinking approach that grows alongside the legal landscape.
Its accomplished leadership team, unified by a shared vision, propels CPT Group forward. Yet, what truly sets the company apart is its consultative approach—going beyond administrative processing to offer strategic insights that optimize notice programs, streamline claims processing and enhance cost efficiency. Its steadfast commitment to security, neutrality and compliance has earned CPT Group the trust of leading law firms, corporations and government agencies. With a leadership team boasting decades of experience and a legacy of excellence, CPT Group continues to raise the bar in class action administration.
At CPT Group, “We pride ourselves on being more than just a service provider—we are your dedicated partner in achieving success. With our unique blend of small company attention and big company capabilities, we ensure that every project receives the utmost care and expertise. Our commitment to building long-lasting relationships means that we are here for you, not just for today, but for every step of your journey,” shares CPT Group’s skillful team.
Join us for an exclusive interview with the accomplished leadership team at CPT Group. Learn how their consultative approach, industry expertise, and solid commitment to security and compliance set them apart in class action administration. Don’t miss this opportunity to gain insights from the experts shaping the future of claims processing!
CPT Group has been a leader in class action administration for decades. How do you continue to innovate and stay ahead of evolving legal and regulatory landscapes?
Innovation is at the heart of our operations. We continuously evolve by investing in cutting-edge technology, advanced data security measures, and automating our processes to enhance efficiency and accuracy.
One of our key differentiators is our ability to anticipate industry shifts. Our leadership team monitors regulatory updates and emerging trends in class action litigation, allowing us to proactively adapt our services to meet new compliance requirements and client expectations.
CPT Group has a remarkable track record of managing over 530 cases annually and servicing over 250 million class members. What key strategies and principles have contributed to this long-standing success?
At CPT Group, our success is built on a foundation of precision, reliability, and strategic client partnership. With over 40 years of experience in class action administration, we have continually refined our approach to ensure seamless execution at every phase of the process. Our ability to navigate complex legal frameworks, maintain strict compliance, and leverage innovative technology has allowed us to evolve year over year, staying ahead of industry shifts.
A key factor in our longevity is the stability and expertise of our leadership team, a rare advantage in an industry where turnover is common. Tim Phillips, recently promoted to Senior Vice President of Business Development, has been with CPT Group for 15 years—an extraordinary tenure in the business development space. His consistency and deep knowledge of class action administration provide clients with a trusted, long-term partner who understands their unique needs and ensures a seamless experience across cases.
Julie Green, our newly appointed President, has spent 20 years at CPT Group and is recognized as one of the industry’s foremost experts in legal notice administration.
Having personally overseen thousands of class action notice programs, Julie’s expertise in compliance, notice strategy, and regulatory adherence has been instrumental in CPT Group’s ability to administer even the most complex settlements successfully. Her leadership continues to drive innovation, ensuring that CPT remains at the forefront of class action administration.
Our leadership’s strength lies in our consultative approach—we go beyond administrative processing to provide strategic insights that optimize notice programs, enhance claims processing, and ensure cost efficiency for our clients. Our commitment to security, neutrality, and compliance makes us trusted partners to top law firms, corporations, and government agencies.
With a leadership team that has decades of combined experience and a track record of consistency and excellence, CPT Group continues to set the bar in class action administration.
With the recent leadership transitions at CPT Group, can you share how these changes will further the company’s vision and strengthen its position in the industry?
CPT Group’s recent leadership transitions mark a significant step forward in strengthening its industry leadership and advancing its vision for innovation and excellence in class action administration. This strategic evolution enhances the company’s ability to provide unparalleled service, operational efficiency, and technological advancements to clients.
Julie Green, now serving as President, brings 20 years of experience at CPT Group and is widely regarded as an authority in class action notice administration. Her expertise in regulatory compliance, strategic case management, and client advocacy ensures CPT continues delivering unparalleled service and thought leadership in the industry.
Randi Martz, as Executive Vice President of Business Development and Strategy, will leverage her 16 years at CPT to drive national market expansion, optimize client engagement strategies, and fortify the company’s infrastructure to deliver efficient, high-quality service at scale.
Tim Phillips, with 15 years at CPT, steps into the role of Senior Vice President of Business Development. His deep industry expertise and long-standing client relationships have positioned him as a top-performing sales executive for over a decade, ensuring that law firms receive high-touch, responsive, and consultative support for their settlement administration needs. Mark Brandenberger, Chief Financial Officer, brings extensive financial leadership experience from Deloitte & Touche, Fortune 100 companies, and entrepreneurial ventures. His strategic financial acumen will provide CPT with a strong foundation for sustainable growth, enabling cost-effective and high-quality settlement administration.
Trevor Jones joins CPT as Chief Information Officer, bringing expertise in AI-driven analytics, enterprise operations, and process automation. His leadership in digital transformation will enhance operational efficiency, optimize delivery costs, and scale CPT’s service capabilities. Jackie N. Koh, now Vice President of Operations, has been an integral part of CPT for nearly 18 years, most recently leading settlements and treasury services. In her expanded role, she will oversee the strategic management of operational functions, including Case Management, Disbursement, Call Center, Claims, and Mailing, ensuring seamless execution of CPT’s growth strategies.
Together, this accomplished leadership team strengthens CPT’s ability to innovate, scale, and uphold its legacy of excellence and trusted client service. With these strategic appointments, CPT is well-positioned for continued success in an evolving legal landscape, reinforcing its commitment to delivering industry-leading solutions in class action administration.
Trust and neutrality are critical in class action administration. How does CPT Group ensure these values are upheld in every case?
Maintaining absolute neutrality, ethics and transparency are the foundation of everything we do. As a third-party administrator, we are committed to executing settlements with impartiality, accuracy, and full compliance with court approved protocols and legal tax obligations. Our approach is driven by a steadfast dedication to fairness, transparency, and ethical responsibility, ensuring that every case is administered with the highest level of integrity.
Key measures we implement to uphold these principles include:
- Ethics as Our Backbone – We operate with a firm commitment to ethical decision-making, ensuring that every process, from notice distribution to claims validation and fund disbursement, is handled with integrity and neutrality.
- Secure & Compliant Processes – Our SOC 2 Type II certification guarantees that class member data is handled with the highest security standards, reinforcing trust in our administration.
- Transparency in Case Management – Clients have real-time access to reporting, notice programs, claim validation, and fund disbursement tracking, ensuring full visibility into the settlement process.
- Dedicated Compliance Oversight – Our in-house compliance team ensures that every aspect of case administration aligns with state, federal, and court mandated requirements, eliminating any potential bias or conflicts of interest.
- Neutrality in Execution – We remain independent and objective in administering settlements, ensuring fairness for all parties involved—plaintiffs, defendants, and class members alike. By adhering to these principles, CPT fosters trust among law firms, class members, and regulatory entities, reinforcing our reputation as a fair, transparent, and ethical leader in class action administration.
How does CPT Group handle complex or high-profile cases differently from others in the industry?
Handling complex and high-profile class action cases requires specialized expertise, heightened security, and strategic executional of which are core strengths of CPT Group. We have a dedicated case management team that oversees settlements involving millions of class members, intricate regulatory frameworks, and large-scale notice distributions.
Our approach begins with data-driven notice campaigns, leveraging multi-channel outreach strategies such as targeted digital marketing, social media, email, and direct mail to ensure maximum reach and court compliance. We employ advanced claims processing and fraud detection measures, using proprietary verification systems to detect duplicate or fraudulent claims, guaranteeing accurate settlement fund distribution.
CPT Group also provides personalized client consultation, working closely with legal counsel to customize administration plans that optimize efficiency, reduce costs, and ensure full compliance with court-approved procedures.
Our ability to scale operations while maintaining meticulous oversight allows us to seamlessly manage the industry’s most complex settlements. Whether navigating regulatory challenges, large-scale notice programs, or intricate claims validation, CPT Group delivers expertise, security, and efficiency at every stage of the process.
Security is a significant concern in class action administration. What protocols do CPT Group have in place to protect class members’ data?
At CPT, security is not just a priority but a fundamental pillar of our operations. With SOC 2 Type II certification and an industry-leading Information Security Program, we implement multi-layered defenses to safeguard class member data from emerging cyber threats. Our approach ensures that data handling, from intake to final disbursement, is protected with the highest security standards.
To maintain data integrity, we employ end-to-end encryption for all information both in transit and at rest, utilizing advanced encryption protocols that exceed industry standards. Access to sensitive data is strictly controlled through multi-factor authentication, biometric verification, and role-based access restrictions, ensuring only authorized personnel can retrieve or modify critical information.
Additionally, we leverage AI-driven fraud detection and real-time threat monitoring to prevent unauthorized access, fraudulent submissions, and cyber intrusions. Our advanced security framework includes blacklisting of known offenders, behavioral analytics, and anomaly detection, which proactively identifies potential security risks before they can impact case administration.
CPT Group continuously enhances its cybersecurity posture through monthly vulnerability testing and frequent risk assessments and, ensuring that any potential issues are promptly identified and addressed. We uphold strict security protocols through comprehensive employee screening and training screening that equip our team with the knowledge to combat phishing, ransomware, and social engineering threats. By integrating innovative security technology, continuous monitoring, and initiative-taking compliance measures, CPT remains at the forefront of secure, reliable, and ethical class action administration.
How does CPT Group stay ahead of trends and regulatory changes in class action litigation?
CPT remains at the forefront of class action administration by continuously researching industry trends, engaging in legal education, and investing in cutting-edge technology. Our team actively participates in industry conferences, legal workshops, and compliance training, ensuring we stay ahead of evolving regulations and maintain the highest standards of settlement administration. By fostering strong relationships within the legal community, we gain valuable insights into emerging litigation trends, allowing us to adapt our services to meet the dynamic needs of law firms and corporate clients.
In addition to legal and regulatory awareness, CPT Group strategically integrates AI-powered analytics, automated claims processing, and real-time case monitoring to enhance efficiency and accuracy. Our use of data-driven technology streamlines administrative processes while ensuring compliance with complex settlement requirements.
As an industry thought leader, CPT Group also serves as a trusted resource for law firms, providing consultation on best practices, regulatory updates, and innovative settlement strategies. Beyond technology and compliance, our team actively conducts market research and legal networking, staying engaged with attorneys, regulators, and industry experts to anticipate changes before they impact the legal landscape.
By maintaining this proactive approach, CPT ensures that our clients receive forward-thinking, efficient, and fully compliant class action administration services, positioning us as a leader in the field.
Looking ahead, what is CPT Group’s long-term vision for the future?
Our vision is to redefine the standard of excellence in class action administration through innovation, technology, and client-focused service. A key initiative in achieving this is the rollout of our proprietary case management solution, a groundbreaking technology designed to revolutionize how class action settlements are managed. This centralized, single-source platform streamlines the administration process, eliminating inefficiencies, minimizing errors, and ensuring seamless case oversight.
By integrating automated workflows, real-time tracking, and advanced data analytics, our system enhances accuracy and transparency while improving response times for law firms and claimants. With this technology, CPT can manage higher volumes of cases, handle increasingly complex settlements, and deliver faster, more precise results while maintaining the highest levels of security, compliance, and data protection.
As we expand and innovate, CPT remains committed to promoting from within, fostering strategic partnerships, and leveraging technology to stay at the forefront of the industry. Our vision is to not only lead in class action administration but to set new benchmarks for excellence in legal notice expertise, compliance, and client-focused service.
Under the leadership of Julie Green as President and Tim Phillips driving the company’s sales, CPT is strategically positioned to take on higher case volumes, larger settlements, and increasingly intricate legal frameworks.
Our investment in AI-driven analytics and omnichannel communication strategies ensures that legal notices reach and engage class members with maximum efficiency and compliance. At the same time, we continue to advance our cybersecurity infrastructure, maintaining rigorous data protection measures to support sensitive and large-scale settlements.
As we scale our operations, with all employees located in the United States, we are equally focused on preserving the exceptional culture that has made CPT a trusted industry leader for over four decades both with our clients and with our staff. We believe that our success is built on a foundation of expertise, collaboration, and an unwavering commitment to client service. By developing future leadership, expanding market presence, and continuously innovating, CPT is not just keeping up with industry changes—we are driving them.
With a future centered on growth, technology, and client trust, CPT will continue to be the go-to class action administrator for law firms, ensuring that we not only meet but exceed the expectations of an advancing legal landscape
