Session Interest Selection for 2024 Credit Congress

Session Interest Selection for 2024 Credit Congress
Thank you for having registered for Credit Congress. The next step is to select your sessions.

We realize it is frustrating and uncomfortable to attend a session that is over-crowded or offers standing room only. Please help us by selecting the sessions you anticipate attending so we may plan to provide adequate seating. This will help us greatly in maximizing on room capacity for the largest, most popular sessions. 
For each session time please pick only ONE session. You are not committed to attending the sessions you choose, should you wish to go to another session at the conference instead.
Please be aware that your selections are for NACMs planning purposes only. Your session choices will not be accessible to reference later nor provided as a personal agenda at the conference. We appreciate your time in supplying this information.
When
6/9/2024 - 6/12/2024
Where
USA

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Sunday, 09 June 2024

 
NACM’s certification program has helped define and establish professional standards in this demanding and rapidly changing field, and fosters recognition of those individuals who possess special expertise. You’ll join a select group of individuals who have made the commitment to excellence in credit management, career advancement and an ongoing pursuit of knowledge. Learn how to get started on the path towards earning your CBA, CBF, CCE or the CCRA.
Time
1:30 PM - 3:00 PM
1:30 PM
Take the first step in maximizing on your Credit Congress attendance. Join other first-time conference attendees, as well as conference veterans, as the Credit Congress journey begins.
Time
3:00 PM - 3:45 PM
3:00 PM

Monday, 10 June 2024

 
Speaker: Kelly Simon, CCE, Outdoor Research Leadership is not about personality; it's about behavior-an observable set of skills and abilities. When the co-authors of The Leadership Challenge, Jim Kouzes and Barry Posner, first set out to discover what effective leaders do when they're at their personal best, they collected thousands of stories from ordinary people-the moments they recalled when asked to think of a peak leadership experience. They discovered that certain behaviors were common to leaders who make extraordinary things happen in organizations, and they eventually grouped these behaviors into The Five Practices of Exemplary Leadership®. This session will explore these practices and provide you with tools to increase your effectiveness as a leader and the level of commitment, engagement, and satisfaction of those you lead.
Time
2:00 PM - 3:15 PM
2:00 PM
Speaker: Chris Ng, Esq., Gibbs Giden Locher Turner Senet & Wittbrodt LLP The economy is changing before our eyes. Commercial Chapter 11 bankruptcy filings have spiked to a 12-year high during 2023. Preparation and proactivity are essential to surviving the increasingly tumultuous economy. We will touch on: identifying and handling insolvent customers; Commercial Code remedies (e.g., reclamation claims, demands for adequate assurances, etc.); statutory remedies (including liens, stop payment notices, bond claims, writs of attachment, Uniform Voidable Transactions Act, and other advanced collection techniques); and conclude with a checklist of tasks when you learn that a customer has filed bankruptcy.
Time
2:00 PM - 3:15 PM
2:00 PM
Speaker: Jake Hillemeyer, Dolese Bros. Co. Succession planning is critical within all organizations, and if you do not have a plan in place when sudden or expected change occurs it can be detrimental to your organization. Furthermore, if you are not planning for the long-term and thinking about YOUR replacement (then who replaces them…etc.), then you are setting yourself up for long-term pains within your team or organization. Succession planning is a crucial element to ensure you are developing your people and that a plan is in place to be successful for the long-term. In this session you will learn how to: " Implement a succession plan at all levels of your organization " Understand key stakeholders who need to be identified in the process " Identify if you have the right people on the bus " Identify and implement competencies employees need to advance their career " Create transparency and direct feedback for those you've identified as potential successors
Time
2:00 PM - 3:15 PM
2:00 PM
Learn from the experts and delve into the current challenges and best practices for successful international business within China.
Time
2:00 PM - 3:15 PM
2:00 PM
Speaker: Amy Crews Cutts, Ph.D., CBE, AC Cutts & Associates LLC Global economic activity has experienced a broad slowdown in the aftermath of central bank tightening in response to high inflation. High interest rates, military conflicts and war, decarbonization, and supply chain resiliency restructuring all affect the business climate - whether as opportunity or cost. Join the discussion about where our economy is headed in the final two quarters 2024 as we look at labor markets, the cost of capital, how NACM's CMI is scoring and where interest rates are headed. NACM's Economic Advisor will share her insights about the challenges you will most likely face and share her thoughts as to how you can best prepare to meet them.
Time
2:00 PM - 3:15 PM
2:00 PM
Speakers: Jason Torf, Brian Jackiw and Thomas Fawkes, Esqs., Tucker Ellis LLP Credit professionals, despite their best efforts, will always end up with customers that are seriously delinquent on their payments. Most companies engage in phone calls, e-mail correspondence, or other methods of inducing payment. These methods, depending on prior relationships, can be effective. However, what happens if these collection efforts are unsuccessful? What are your options? While a multitude of legal options exist that can enhance a credit department's ability to collect on past due invoices, the application of those options to the facts and circumstances, and a weighing of the costs of exercising those options against the potential benefit, must be carefully considered. During this presentation, the speakers will engage in an interactive dialogue on the various legal remedies that may be available to you against a delinquent customer, whether under state statutes or common law. They will further discuss how the universe of remedies can be expanded based on negotiated provisions in your credit applications and supply contracts, as well as security agreements, personal and intercorporate guarantees, and other third-party credit enhancements. The pros and cons of each of these legal remedies will be debated, as well as their relative costs and time commitments. Finally, they will discuss best practices for credit professional to engage in when drafting credit applications, credit policies, and supply contracts to maximize the likelihood of successful collections when filing suit against a past-due customer.
Time
2:00 PM - 3:15 PM
2:00 PM
Speaker: Ron Sereika, CCE, Mspark, Inc. In your company, the adage "Cash is King" holds true. While many organizations primarily focus on sales growth and profit margins, it's crucial to recognize that increased sales and consistent profits don't guarantee immunity from bankruptcy. This session emphasizes the critical importance of cash generation and provides insights into analyzing a statement of cash flows. Participants will also gain knowledge on forecasting monthly cash flow, enabling them to stay within five percent of their targeted numbers each month. The session delves into the intricacies of tying out the cash flow statement to the cash account, underscoring why it is essential for a company to generate cash from operations rather than relying on investing or financing activities. Additionally, the speaker outlines a three-step process for forecasting cash, breaking down the method into actionable steps that can be immediately implemented in participants' roles, resulting in tangible improvements in cash forecasting for their companies.
Time
2:00 PM - 3:15 PM
2:00 PM
Speakers: Scott Chase, CCE, CICP, Gibson Brands, Inc., Scott Michelsen, CCE, ICCE, Pave America, Kevin Stinner, CCE, CCRA, J.R. Simplot Company and Yazmin Yepez, CBF, CCRA, CICP, Feralloy Corporation The term "personal board of directors" is often used metaphorically to describe a group of individuals who play advisory roles in one's personal or professional life. This concept is inspired by the structure of a corporate board of directors, which is responsible for providing guidance and oversight to a company. In a personal context, your "personal board of directors" typically consists of people you trust and respect, who can offer diverse perspectives, insights, and advice to help you navigate various aspects of your life, career, and decision-making. Join this session and gain the support and feedback you need to help you take control of your future by incorporating individuals who play unique roles: -Support System: Your fans -Challengers: Someone who tells it like it is and doesn't hold back -Senior-to-You Leader: Someone in your organization with power -Adversaries: Someone who just doesn't like you or has made your life more difficult. Your opposition. -Your Executive Coach: Someone who knows your blind spots. The session leaders, from many generations, understand the importance and want to help you not only build, but sustain a Personal Board of Directors.
Time
2:00 PM - 3:15 PM
2:00 PM
Speakers: Brett Hanft, CBA, American International Forest Products LLC & Heidi Lindgren-Boyce, CCE, Star Rentals, Inc. Survey results for decades continue to identify public speaking as one of the greatest fears people face in their professional lives. Since it's such a predominant fear for so many people, this session will dive into a detailed discussion about how to reduce your fear of public speaking by learning to control and manage your fears. By following a few simple, but critically important rules, you can overcome your fear, gain confidence in yourself, and move forward to achieve positive results when asked to speak in front of an audience. This will be an interactive and informative session that anyone with a fear of public speaking should attend!
Time
3:45 PM - 5:00 PM
3:45 PM
Moderator: Chris Ring, NACM STS; Panel: Ty Knox, ICCE, EFCO CORP, Chris Ng, Esq., Gibbs Giden Locher Turner Senet & Wittbrodt LLP and Sam Smith, Crescent Electric Supply Company Unravel the complexities of risk transfer within construction documents. Join us to gain the insights and strategies needed to safeguard your financial interests while navigating the intricate world of construction contracts.
Time
3:45 PM - 5:00 PM
3:45 PM
Speaker: Jake Hillemeyer, Dolese Bros. Co. Employees today crave and seek feedback, and leaders at all levels need to cultivate a muscle of how to provide ongoing, actionable feedback to their employees and peers. In addition, leaders must know and learn the skills necessary to have difficult conversations at all levels. It's not about being "comfortable," it's about equipping yourself with the necessary skills to have productive, candid conversations. In this session you will learn how to: " Provide tangible, action-oriented feedback " Learn best practices and approaches for handling difficult conversations " Understand and implement a feedback model and mechanism which can be used at any level " Gain key insights and tools to handle both feedback and difficult conversations at all levels.
Time
3:45 PM - 5:00 PM
3:45 PM
Get an exclusive preview of the international risk landscape in 2024, identifying potential risks and understanding their implications for your business.
Time
3:45 PM - 5:00 PM
3:45 PM
Speaker: Sheri Tingle, PowerNow Training Join Sheri Tingle, a Microsoft Certified Trainer and Excel expert with an impressive 32 Microsoft certifications under her belt. In this not-to-be-missed session, Sheri will unveil a treasure trove of tips and tricks that will revolutionize the way you work with this powerful spreadsheet tool. Discover how Sheri's expertise transforms complex Excel functions into seamless processes, unlocking the full potential of the software for financial professionals. Whether you're a seasoned Excel user or just starting your journey with spreadsheets, Sheri's insights will elevate your proficiency and efficiency. Don't miss this golden opportunity to enhance your Excel skills and gain valuable insights from one of the industry's leading experts. Join Sheri and empower yourself with the knowledge to excel in the world of finance.
Time
3:45 PM - 5:00 PM
3:45 PM
Speakers: Wanda Borges, Esq., Borges & Associates, LLC and Nancy Rappoport, Esq., UNLV This specialized educational program explores real world cases, showcasing both the triumphs and challenges faced by trade credit grantors. 1. Emerging Leaders in the credit world as well as seasoned veterans will gain valuable insights, strategies, and best practices to make informed decisions and mitigate risks in the world of trade credit as this panel delves into the world of lawsuits in state court and federal courts (including bankruptcy courts). 2. Attendees will be shown how creditors and attorneys stepped up to the plate, turning the tide of seemingly unwinnable situations into success stories. Examples of how accurate terms and conditions and then using those terms and conditions can assist the trade creditor in recovering a debt. 3. Riveting stories of triumph and tragedy will keep the attendees engaged from start to finish. Some of the cases which will be discussed include: o The Sports Authority: where trade creditors, too late, discovered that failure to follow the rules of consignment will lead to disastrous results-but appeals resulted in the best results possible under the circumstances o Enron: where not only creditors but law firms and accounting firms got burned as a result of the smoke and mirrors put forth by this Debtor and how forensic experts revealed that chicanery o Circuit City: where trade creditors' diligence, creative monitoring of credit limits, use of credit insurance and creativity for a massive pre-payment turned a multi-million dollar potential loss into an almost break-even situation. o Kumtor Gold Company: where trade creditors were compelled to think outside the box and circumvent the chapter 11 process in order to deliver goods and services to the operating entity and get paid for those goods and services o Caesars Palace: where many years of legal battles resulted in a continuing and successful business o Antitrust cases from which trade creditors have learned firsthand how the term "price fixing" applies to credit
Time
3:45 PM - 5:00 PM
3:45 PM
Speakers: Molly Rush, CGA and Gina Calabrese-Sylvester, CMP, CGA, NACM Tampa The NTCR and NACM share a common vision: empower credit professionals with information and tools that lead them to success in their credit decisioning and credit management roles. By leveraging data contributed by members for members, the NTCR brings fresh, targeted, relevant data to users of each report. In this session, we will divulge all the tips and tricks to get the most out of your NTCR toolkit. Join us as we discuss how outsourcing your credit references requests can save valuable time, talk through the different levels of the Portfolio Risk Analysis and how the data fields can be uploaded directly into your ERP system, explore the ways in which the Insight Report delivers expanded information on a customer, and uncover how your data can be used to produce portfolio services that are refreshed daily to ensure you stay on the pulse of change with customers.
Time
3:45 PM - 5:00 PM
3:45 PM
Speaker: Karen Hart, Esq. and T.J. Hales, Esq., Bell Nunnally & Martin LLP Covering the history of cannabis, how cannabis became legalized and where, where/how it remains illegal, the latest federal regulatory and criminal reclassification developments, what may be on the horizon, and the business and liability implications for doing business with the cannabis industry.
Time
3:45 PM - 5:00 PM
3:45 PM

Tuesday, 11 June 2024

 
Speaker: Sheila Roames, CCE, Ergon Asphalt & Emulsions Evidence shows the positive long-term effects of self-care. Professional self-care is important whether you're a "crew of one" or part of a large team. Leader self-care has been proposed as "the foundation of health-promoting leadership." Activating self-care and promoting a positive mindset can provide a supportive network and culture within departments and companies that will make a difference that can last a lifetime. Learn how to improve and implement a self-care regimen that will help not only improve yourself, but those around you. Improve your leadership skills and methods simply by applying self-care techniques to promote better relationships with internal and external customers.
Time
9:00 AM - 10:30 AM
9:00 AM
Step into the courtroom with confidence. This session provides an in-depth exploration of the anatomy of lien and bond claim suits, offering strategic insights to ensure your rights are upheld in the complex world of construction litigation.
Time
9:00 AM - 10:30 AM
9:00 AM
Speaker: Bryan Boaz, Sr., Dolese Bros. Co. Identifying and obtaining top talent is crucial in every business but is more important now than ever before. Leveraging key recruiting practices is essential to ensure you are identifying and hiring the right employees for your organization. Furthermore, developing a recruiting framework can create a better candidate experience, and therefore a better overall employee experience. In this session you will learn how to: " Attract suitable candidates to a position " Carefully screen and select applicants " Interviewing best practices " Integrate new employees into the organization " Create a positive candidate experience
Time
9:00 AM - 10:30 AM
9:00 AM
Speakers: Lizbeth Rodriguez-Johnson and Justin Angotti, Esqs., Reed Smith, LLP Master the art of identifying early warning signs for possible sanctions and gain valuable insights into navigating the complex world of risk mitigation in a sanctions-prone environment.
Time
9:00 AM - 10:30 AM
9:00 AM
Speakers: Tracy Mitchell and Doug Potvin, Trinity Logistics, Inc This session delves into the fraud perpetrated against Trinity Logistics, the 17th largest freight broker in the United States, involving Duke Energy. Potvin and Mitchell will speak about being alert and how you can help in mitigating fraud within the Supply Chain. Typical types of fraud with Supply Chain include identity theft, fraudulent billing and payment methods, double brokering issues by providers as well as a host of other methods. The speakers provide examples of the fraud perpetrated against Trinity and explain what Trinty has done to mitigate situations of fraud. This includes addressing these questions: how well do you know your vendors and customers, what information are you getting from them that you can vet on third party sites? Are you getting corporate info such as EIN, State of Formation, email domains, and references?
Time
9:00 AM - 10:30 AM
9:00 AM
Speakers: Bruce Nathan, Esq., Andrew Behlmann, Esq. and Michael Papandrea, Esq., Lowenstein Sandler Chapter 11 filings have surged in 2023 and that surge is expected to continue in 2024. The session addresses several hot issues that credit professionals have been dealing with in Chapter 11 cases that will continue to affect trade creditors during the chapter 11 surge. The speakers will discuss recent significant rulings impacting critical vendor relief; the applicability of section 503(b)(9) priority claims for goods received by a debtor within 20 days of bankruptcy; the applicability of the new value preference defense to invoices paid post-petition to critical vendors and creditors with section 503(b)(9) priority claims; ordinary course of business preference decisions impacting trade creditors; and the split in the case law on the enforceability of non-consensual releases of claims against non-debtor third parties and the United States Supreme Court's recent grant of certiorari to resolve this issue.
Time
9:00 AM - 10:30 AM
9:00 AM
Speaker: Kevin Stinner, CCRA, CCE, J.R. Simplot Company Talking to someone about paying their bills is often a hard conversation. Customers may have different reasons on why they are past due, but the bottom line is they are trying to avoid paying their past due balance. However, there are several ways that you can overcome obstacles using some simple psychological tricks. This session will focus on how to convince your customer to pay you rather than the alternatives.
Time
9:00 AM - 10:30 AM
9:00 AM
Speaker: Martin Zorn, SAS Institute Inc. Concentration can be measured in many ways-sales to a single customer, a concentration as measured by sales to the five largest customers, a concentration in receivables outstanding, dependence upon a single significant vendor, a concentration of sales to a single country that can result in a significant loss of sales or income as a result of a strike, a bankruptcy, geopolitical events or other event that is beyond your control. We will examine the different ways you can measure this concentration and discuss the options to manage it which include contingency planning, hedging, insuring or accepting the risk.
Time
9:00 AM - 10:30 AM
9:00 AM
Speaker: Brett Hanft, CBA, American International Forest Products LLC Every credit policy should contain key and critical elements that clearly define the parameters that help you make well informed and consistent credit decisions. While every credit policy can and should be geared to specific company and organization guidelines, this session will discuss and recommend the most important procedures that will best serve your credit department and assess acceptable levels of risk management in your company.
Time
2:00 PM - 3:45 PM
2:00 PM
Moderator: Chris Ring, NACM-STS; Panel: Sam Smith, Crescent Electric Supply Company and Tina Hatfield, CBA, Mountainland Supply Join us for the exclusive opportunity to connect directly in a deep-dive discussion with construction credit professionals to gain practical, real-world insights into managing the challenges facing the construction industry. Led by a panel of experts, attendees will gain vital business insights into innovations, threats, effective strategies and trends while building a network of alliances with peers and thought leaders from across the nation.
Time
2:00 PM - 3:45 PM
2:00 PM
Speaker: Sheri Tingle, PowerNow Training Join Sheri Tingle, an engaging speaker, as she guides you through the vital connection between diversity and project success. Explore strategic team diversification, address unconscious biases, and harness diversity for creative solutions. Designed for all levels and job functions, Sheri ensures a dynamic, inclusive learning experience. Elevate your team's success by unlocking the full potential of your projects through inclusive practices. Focus on recognizing and leveraging the unique strengths and perspectives of every team member, fostering collaboration, and ensuring inclusion in key projects and decision-making processes.
Time
2:00 PM - 3:45 PM
2:00 PM
Navigate the challenges of global currencies with confidence by exploring critical hotspots and understanding the underlying factors that influence currency fluctuations.
Time
2:00 PM - 3:45 PM
2:00 PM
Speaker: Nan Hannah, Esq., Hannah Sheridan & Cochran, LLP This session addresses an overview of initial considerations when constructing a credit application. Ms. Hannah will evaluate the customer information page of a credit application (the Who, What, When, Where, Why). Additionally, she will review terms and conditions considerations, from the must haves and should haves to the may haves.
Time
2:00 PM - 3:45 PM
2:00 PM
Speaker: Rebecca Hicks, Esq., Hicks Law Group PLLC AI is everywhere, and can be a powerful ally for the busy credit professional. The technology is still in its infancy, and the potential to revolutionize the credit industry is great. But, as with any tool, a good understanding of what AI is, and how it works, is essential to know how to reliably implement the technology in your credit process. In this session we will discuss: 1. What is AI? What is the status of the technology? 2. Uses of AI that you can implement today 3. Limitations of today's AI 4. How to integrate AI into your current credit processes 5. Future trends and challenges of AI in credit
Time
2:00 PM - 3:45 PM
2:00 PM
This session is repeated in #33056. Speakers: Charles Edwards, CCE and Chris Arrington, CCE, SRS Distribution This session will explore the role of Credit Operations and how technology driven strategies will play a role in elevating the next generation of credit departments and credit leaders. Topics will include: " Technology's Role in the Future of Credit " The Next Generation of Skills " Attracting, Developing and Retaining Talent " New and Changing Roles in Credit " The Evolution of Credit Department Processes and Structure
Time
2:00 PM - 3:45 PM
2:00 PM
Speaker: Natalie Hawn, CBA, Koch Industries, Inc. The session is designed to equip supervisors with crucial skills for effective team leadership. The focus includes principles of leadership, team dynamics, and communication skills. Participants will learn strategies for building cohesive teams, addressing conflicts, and conducting difficult conversations with empathy and professionalism. Overall, it aims to empower supervisors with the essential tools to lead teams successfully in dynamic work environments and contribute to a positive and productive workplace culture.
Time
2:00 PM - 3:45 PM
2:00 PM
Speakers: Brett Hanft, CBA, American International Forest Products LLC and Tawnya Marsh, CCE, Pendleton Woolen Mills Using knowledge and experience from credit managers in small, medium, and large businesses, this session will rely on the expertise from a panel of credit managers to create a basic and fundamental credit policy for your company. This session's objective is to create a template of basic but fundamental key elements that should be an integral part of every company's credit policy. If you are struggling with how and where to start creating a credit policy for your company, this is the perfect session for you!
Time
3:45 PM - 5:00 PM
3:45 PM
Moderator: Chris Ring, NACM-STS; Panel: Sam Smith, Crescent Electric Supply Company and Tina Hatfield, CBA, Mountainland Supply Join us for the exclusive opportunity to connect directly in a deep-dive discussion with construction credit professionals to gain practical, real-world insights into managing the challenges facing the construction industry. Led by a panel of experts, attendees will gain vital business insights into innovations, threats, effective strategies and trends while building a network of alliances with peers and thought leaders from across the nation.
Time
3:45 PM - 5:00 PM
3:45 PM
Speaker: Sheri Tingle, PowerNow Training Embark on a transformative journey with Sheri Tingle as your guide in Relationships from Handshakes to ROI. This session is not ordinary. It is a masterful exploration of relationship building from the traditional introductory handshake to the strategic realms of personal and professional relationships. Join Sheri in this enriching session and elevate your understanding of the art and science of relationships, celebrating not just the journey but the return on investment in the connections you build. It's not always about formalities; we will delve into the heart of masterful relationship building.
Time
3:45 PM - 5:00 PM
3:45 PM
Discover the art of negotiating extended payment terms in a global economy and learn effective strategies to mitigate associated risks when the opportunity arises.
Time
3:45 PM - 5:00 PM
3:45 PM
Speaker: Shyarsh Desai, Carixa To overcome the challenge of invoice disputes, trade promotions and deductions processes, organizations need automation and AI to increase the speed of resolution and recover cash. Critical to success is understanding trends and implementing proven methodologies to reduce revenue leakage. Using case studies, learn to drive operational efficiency with Deduction Automation: " Identify deductions through Robotic Process Automation (RPA) and validate through AI " Manage cross-functional accountability based on root cause analysis " Forecast propensity to take deductions and likelihood of recovery using AI
Time
3:45 PM - 5:00 PM
3:45 PM
Speaker: Nan Hannah, Esq., Hannah Sheridan & Cochran, LLP This session addresses an overview of initial considerations when constructing a credit application. Ms. Hannah will evaluate the customer information page of a credit application (the Who, What, When, Where, Why). Additionally, she will review terms and conditions considerations, from the must haves and should haves to the may haves.
Time
3:45 PM - 5:00 PM
3:45 PM
This is an encore of session #33046. Speakers: Charles Edwards, CCE and Chris Arrington, CCE, SRS Distribution This session will explore the role of Credit Operations and how technology driven strategies will play a role in elevating the next generation of credit departments and credit leaders. Topics will include: " Technology's Role in the Future of Credit " The Next Generation of Skills " Attracting, Developing, and Retaining Talent " New and Changing Roles in Credit " The Evolution of Credit Department Processes and Structure
Time
3:45 PM - 5:00 PM
3:45 PM
Speaker: Kimberly Tatum Join us for an insightful session that delves into the intricacies of billing portals and the unique challenges they pose for credit managers. In the fast-paced world of credit management, staying ahead is crucial, but some billing portals seem designed to keep professionals on their toes. In this session, we will explore 3 billing portals that frequently give credit managers the most headaches: Coupa, Ariba and Taulia. From complex interfaces to confusing billing structures, we'll dissect the pain points that hinder efficiency and leave credit managers grappling with day-to-day operations.
Time
3:45 PM - 5:00 PM
3:45 PM

Wednesday, 12 June 2024

 
Speaker: Ellen Wodiuk, CCE, ICCE, Law Offices of Mark A. Kirkorsky, P.C. Your customer didn't pay you? You pursued collection and obtained a judgment. Now what? A judgment becomes a new avenue for collections. However, obtaining and collecting are two very different things. Getting that judgment to turn from white paper to green money requires proficiency, time and patience. Join us for a discussion as you explore options to turn that white paper into GREEN!
Time
8:30 AM - 10:00 AM
8:30 AM
Delve into the heart of construction credit management and territory responsibility definition. Learn how to navigate the credit landscape while setting clear boundaries and expectations. Strengthen your credit management prowess with this essential knowledge.
Time
8:30 AM - 10:00 AM
8:30 AM
Speaker: Krystal Daugherty, CCE, Acuren Inspection Inc. Onboarding new employees is one of the biggest areas that hiring managers overlook. Too often hiring managers 'wing it' leaving the new employee wondering if they made the right decision to join their new company. During this session you will learn why onboarding is so important, what content you should cover in the first 2 weeks of onboarding, and how to leverage resources to ensure a successful transition into your team and company.
Time
8:30 AM - 10:00 AM
8:30 AM
Speaker: Martin Zorn, SAS Institute Inc. Gain insights into measuring and assessing country-specific risks and explore best practices for mitigating these risks in an ever-volatile global environment.
Time
8:30 AM - 10:00 AM
8:30 AM
Speaker: Brian Morgan, Blackline In today's rapidly evolving business landscape, organizations must adapt to the challenges of managing cash flow, minimizing credit risk, and optimizing collections. This session will explore how leveraging automation and intelligent technologies in the AR process can revolutionize financial operations and drive sustainable growth. Join us to learn the role of AR automation and intelligence in enhancing financial resilience, understand the benefits of automating AR processes and improve cash flow forecasting and customer analysis with intelligent analytics.
Time
8:30 AM - 10:00 AM
8:30 AM
Speaker: Kevin Wiley, Esq., Hicks Law Group PLLC Bankruptcy courts have seen a growing trend of non-debtor principals with personal guarantee obligations attempting to shield their personal assets by extending the automatic stay or discharging personal debt through plans of reorganization in Chapter 11 Bankruptcy Cases. This session will instruct the credit professional on the best methods of: (i) objecting to extensions of the automatic stay which seek to protect assets of non-debtor principals; (ii) objecting to provisions in a plan of reorganization attempting to shield non-debtor principals from their personal guarantee obligations; and (iii) filing adversary claims against non-debtor principals.
Time
8:30 AM - 10:00 AM
8:30 AM
Speaker: Sheri Tingle, PowerNow Training Elevate your communication skills, foster meaningful connections, and transform your listening from passive to proactive in Listen Up. This session is more than just an educational endeavor; it's a learning experience, expertly guided by Sheri Tingle and fueled by your commitment to becoming an active, empathetic listener. Embark on a transformative journey as we explore the intricacies of effective communication through active listening. Reflect on the skill you've been refining throughout your life-listening-and discover the depth of your proficiency. Join the journey and let the enhanced soundwaves of communication carry you to new heights.
Time
8:30 AM - 10:00 AM
8:30 AM
Speaker: Kristen Pope, Gates Machine Tool Repair, Inc. In the realm of business continuity planning, vendor verification plays a pivotal role, encompassing a multifaceted approach that intertwines with risk management and supply chain resilience. This comprehensive strategy involves understanding the vendor verification process , acknowledging its numerous benefits and its integral connection to minimizing supply chain disruption. Vendor verification acts as a robust shield against the risks associated with vendor non-performance, ensuring the continuity of critical products and services, while concurrently enhancing operational efficiency and reliability. Furthermore, it serves as a guardian of an organization's reputation, a priceless asset in today's interconnected business landscape. The integration of vendor verification within business continuity plans marks a strategic alignment, where the meticulous validation of vendors becomes an intrinsic part of safeguarding against potential disruptions. Real-world case studies and examples illuminate the practical applications and successes achieved through effective vendor verification, illustrating its significance in action. However, this approach is not without its challenges, as explored in the discussion of obstacles and best practices. Identifying and overcoming these challenges is essential for a seamless implementation of vendor verification processes. Embracing relevant tools and technologies (VII) further strengthens this process, providing a technological backbone to the verification efforts. Continuous improvement and adaptation form the concluding theme, highlighting the dynamic nature of vendor verification. In an ever-evolving business landscape, the pursuit of ongoing enhancement and adaptation is crucial to maintaining the effectiveness of vendor verification processes. As businesses navigate the intricate web of vendor relationships, the understanding of these talking points collectively paints a comprehensive picture of the role and significance of vendor verification in the broader context of business continuity planning and risk management.
Time
8:30 AM - 10:00 AM
8:30 AM
Speaker: Nancy Watson-Pistole, CCE, ICCE Do you enjoy year-end employee performance reviews or appraisals? We've all heard countless horror stories of the bad ratings, bad meetings, bad decisions, embarrassingly long forms, poor supervisors and other inept appraisal practices. There is nearly 50 years of evidence that shows that traditional appraisals and negative feedback are destructive to relationships and employment. Something different is needed for today's workplace! Join us to hear practical insights and discover interactive tools that can empower employees and managers to have transformative conversations that lead to better communication and collaboration necessary to produce breakthrough results.
Time
10:30 AM - 12:00 PM
10:30 AM
Uncover the power of mechanic's liens in the construction industry. This session explores the advantages and risks of filing mechanic's liens, equipping you with the knowledge to protect your interests and ensure timely payments.
Time
10:30 AM - 12:00 PM
10:30 AM
Speaker: Kristen Pope, Gates Machine Tool Repair, Inc. In the realm of business continuity planning, vendor verification plays a pivotal role, encompassing a multifaceted approach that intertwines with risk management and supply chain resilience. This comprehensive strategy involves understanding the vendor verification process, acknowledging its numerous benefits and its integral connection to minimizing supply chain disruption. Vendor verification acts as a robust shield against the risks associated with vendor non-performance, ensuring the continuity of critical products and services, while concurrently enhancing operational efficiency and reliability. Furthermore, it serves as a guardian of an organization's reputation, a priceless asset in today's interconnected business landscape. The integration of vendor verification within business continuity plans marks a strategic alignment, where the meticulous validation of vendors becomes an intrinsic part of safeguarding against potential disruptions. Real-world case studies and examples illuminate the practical applications and successes achieved through effective vendor verification, illustrating its significance in action. However, this approach is not without its challenges, as explored in the discussion of obstacles and best practices. Identifying and overcoming these challenges is essential for a seamless implementation of vendor verification processes. Embracing relevant tools and technologies further strengthens this process, providing a technological backbone to the verification efforts. Continuous improvement and adaptation form the concluding theme, highlighting the dynamic nature of vendor verification. In an ever-evolving business landscape, the pursuit of ongoing enhancement and adaptation is crucial to maintaining the effectiveness of vendor verification processes. As businesses navigate the intricate web of vendor relationships, the understanding of these talking points collectively paints a comprehensive picture of the role and significance of vendor verification in the broader context of business continuity planning and risk management.
Time
10:30 AM - 12:00 PM
10:30 AM
Learn the best practices for fostering a strong partnership between your credit and compliance teams, ensuring sound credit decisions and regulatory compliance go hand-in-hand.
Time
10:30 AM - 12:00 PM
10:30 AM
Speaker: Sid Malladi, Nuvo Bank references have always been a highly valuable, but hard to access source of insight. New technologies are enabling credit managers to access bank references in real-time, and continuously. Financial metrics from verified sources have traditionally been difficult to access, yet highly valuable to trade credit underwriting processes. Further, financial metrics have become increasingly unavailable as banks respond less frequently to requests for references, or alternative access methods have remained slow and expensive. Luckily, new ways of assessing customers financial solvency exist. Direct connections to banks can provide real-time insights to net asset positions, and can be refreshed continuously and help data-informed credit managers make smart decisions. Join this session to learn how to access this information.
Time
10:30 AM - 12:00 PM
10:30 AM
Speaker: Ron Sereika, CCE, Mspark, Inc. If you're tasked with examining financial statements or seeking a clearer comprehension of their significance, this content is tailored for you. In this session, you will acquire skills in financial statement analysis, delve into ratios analysis and interpretation, and explore techniques for navigating financial statements to unearth crucial information. We will explore the analysis of the balance sheet, income statement, and statement of cash flows, along with a comprehensive discussion on ratios. This not only encompasses the calculation of ratios but, more significantly, understanding their implications and how they can guide you in making informed decisions based on the information at your disposal.
Time
10:30 AM - 12:00 PM
10:30 AM
Speaker: Sheri Tingle, PowerNow Training Have you ever found yourself at a crossroads, torn between options? Join Sheri in Strategic Thinking Unleashed for a journey to hone your strategic prowess. Sheri shares tips on aligning actions with business goals, unraveling the intricacies of developing a strategic mindset for decision-making, and harmonizing individual and team efforts with organizational objectives. Immerse yourself in the delicate dance of balancing objectives, vision, and goals for sustained success. Sheri's real-world insights and dynamic teaching style make this session a must for professionals hungry for growth. Let Sheri, your seasoned guide, infuse real-world wisdom into this transformative journey.
Time
10:30 AM - 12:00 PM
10:30 AM
Speakers: Carl Davidson, Blue Water Industries LLC, Steve Winn, Marek Brothers Systems and Ian Benney, US Secret Service The rise of cybercrime poses a significant risk to businesses in every industry. The World Economic Forum lists cybercrime as of the top 10 most severe global risks to organizations in the next decade. Cybersecurity Ventures projects a staggering financial impact, estimating that global cybercrime costs will reach $10.5 trillion annually by 2025-more than triple the $3 trillion impact observed in 2015. What would happen if cyber criminals successfully attacked your company or even one of your vendors? Could you be contractually liable if your customer's data is breached because of phishing email? Most importantly, what can we do to stop cybercrime? Safeguarding assets and preserving reputation is paramount, requiring companies to proactively stay ahead of potential threats. We extend an invitation to participate in an insightful session where we share lessons learned and strategies to fortify your company against cyber threats. Explore how you can learn from our real-life (unfortunate and ongoing!) experiences and understand the importance of proactive measures in thwarting fraudulent activities.
Time
10:30 AM - 12:00 PM
10:30 AM
Moderator: Wendy Mode, CCE, CICP, Delta Steel Join this open peer exchange as your most difficult challenges are brought forth so that solutions and best practices can be shared. Participants are encouraged to pose questions, add insights, share experiences and propose solutions. Wendy moderates to help keep the conversation flowing and productive to maximize on the time available.
Time
6/12/2024 2:00 PM - 6/12/2200 3:00 PM
2:00 PM
Panel: Carl Davidson, Blue Water Industries LLC No matter the size of your department, crafting a construction credit policy is vital. Discover how to tailor these policies for small, medium, and large departments alike. Join us to build a robust foundation for credit management success.
Time
2:00 PM - 3:00 PM
2:00 PM
Speaker: Sheri Tingle, PowerNow Training Explore Excel mastery with our exclusive Masterclass in Excel: The Next Level, led by the exceptional instructor, Sheri Tingle, a Microsoft Certified Trainer with an impressive 32 Microsoft certifications. In this session, Sheri leverages her wealth of expertise taking participants beyond the basics into advanced techniques. Whether you're an Excel enthusiast seeking to refine your skills or a spreadsheet user aiming to enhance your data manipulation capabilities, this masterclass is tailored to elevate your proficiency to new heights. Explore sophisticated features and advanced functionalities, including formula constructions, data manipulation, and dynamic visualizations. Benefit from Sheri's unparalleled guidance. Ideal for any Excel user as Sheri has a way of making even complex content user friendly. This masterclass ensures you receive top-tier instruction and empowers you to excel in your role. Unlock a world of possibilities within the powerful landscape of Microsoft Excel-don't miss this opportunity to take your Excel skills to The Next Level!
Time
2:00 PM - 3:00 PM
2:00 PM
Unlock the power of Export Letters of Credit by understanding when and how to use them, along with a comprehensive checklist for seamless implementation and payment security.
Time
2:00 PM - 3:00 PM
2:00 PM
Speaker: Kevin Chandler, CCE, Zachry Group Credit professionals are uniquely positioned to help keep our employers focused on cash flow. But Mr. Chandler has found that as a profession you may be too narrowly focused and miss opportunities to help employers on the broader spectrum of cash generation processes. Credit professional miss out on the recognition and rewards that a broadened scope should bring. Mr. Chandler has concluded that credit professionals should reposition themselves to become order-to-cash professionals versus credit and collection professionals. He is not suggesting you become the owner of the entire order-to-cash process, rather suggesting owning part of the process and influence the rest. The goal with the session is to share thoughts on some of what an order-to-cash professional can focus on and demonstrate how this can add value to your employer.
Time
2:00 PM - 3:00 PM
2:00 PM
Speaker: Bill Weiss, Moody's Analytics Traditional analyses methods have revealed their limitations in the ever-evolving landscape of commercial credit, often leading credit departments to face unexpected non-payment issues. Nontraditional credit data has the potential to not only catch early warning signs of risk with existing accounts, but also identify new customers more effectively. In this session, we will discuss how these new unique insights are transforming the ways the industry assesses customer risk now and in the future. Attendees will gain valuable knowledge on harnessing the analysis of business-to-business spending behavior, unlocking profound insights spanning from the macro economy down to individual businesses.
Time
2:00 PM - 3:00 PM
2:00 PM
Speaker: Staci Cima, CCE, Sidetrade When working with your customer if you concentrate on their success, you both win. How can credit and collections teams change the focus to helping their customer be successful and why. During this session, we review how a change in mindset and focus can create a better customer partnership.
Time
2:00 PM - 3:00 PM
2:00 PM
Speaker: Vinson Valdez, Caesars Entertainment This is a crucial session presented by the Emergency Response Manager of Caesars Entertainment that shares life-saving skills for unforeseen disasters or emergencies. Participants will learn the importance of immediate action in the face of emergencies, with a focus on the three key steps: run to safety, hide when escape is impossible, and ultimately, employ survival strategies. The session delves into practical scenarios, offering valuable insights on situational awareness, effective communication, and resource utilization. Attendees will leave empowered with the knowledge and confidence to navigate emergencies, ensuring their safety and the safety of those around them.
Time
2:00 PM - 3:00 PM
2:00 PM
Moderator: Wendy Mode, CCE, CICP, Delta Steel Join this open peer exchange as your most difficult challenges are brought forth so that solutions and best practices can be shared. Participants are encouraged to pose questions, add insights, share experiences and propose solutions. Wendy moderates to help keep the conversation flowing and productive to maximize on the time available.
Time
3:30 PM - 4:30 PM
3:30 PM
Explore the world of mergers, acquisitions, and asset sales within the construction industry. This session is your compass to understand the legal intricacies, financial considerations, and strategic planning required when your construction company takes the next big step.
Time
3:30 PM - 4:30 PM
3:30 PM
Speaker: Sheri Tingle, PowerNow Training Explore Excel mastery with our exclusive Masterclass in Excel: The Next Level, led by the exceptional instructor, Sheri Tingle, a Microsoft Certified Trainer with an impressive 32 Microsoft certifications. In this session, Sheri leverages her wealth of expertise taking participants beyond the basics into advanced techniques. Whether you're an Excel enthusiast seeking to refine your skills or a spreadsheet user aiming to enhance your data manipulation capabilities, this masterclass is tailored to elevate your proficiency to new heights. Explore sophisticated features and advanced functionalities, including formula constructions, data manipulation, and dynamic visualizations. Benefit from Sheri's unparalleled guidance. Ideal for any Excel user as Sheri has a way of making even complex content user friendly. This masterclass ensures you receive top-tier instruction and empowers you to excel in your role. Unlock a world of possibilities within the powerful landscape of Microsoft Excel-don't miss this opportunity to take your Excel skills to The Next Level!
Time
3:30 PM - 4:30 PM
3:30 PM
Panel: Annette Hagemann, ICCE, CPC, CCP, APL Logistics Join a high-level executive exchange to explore best practices for effectively managing a global credit team remotely, ensuring success in a dispersed work environment and mastering the intricacies of global trade.
Time
3:30 PM - 4:30 PM
3:30 PM
Speaker: Melissa Raby, MR Raby, LLC Problem solving is a constant need in business today and this session will give you and your teams the tools to be better and more creative innovators. This session will crush popular myths about creativity, reveal a new way to think around challenges and provide a blueprint of how to create a consistent practice of creativity for more effective problem solving.
Time
6/12/2024 3:30 PM - 12/20/5999 4:30 PM
3:30 PM
Speakers: Jennifer Waryjas, Esq., Jones Day and Troy Wangen, Baker Tilly US, LLP This session presents real life escheatment examples that mirror scenarios and questions the speakers have received over the years. It will cover how to properly account for write-offs and tracking, discuss terms and conditions and their applicability to escheatment, and lastly, remediation best practices for retaining documentation.
Time
3:30 PM - 4:30 PM
3:30 PM
Speaker: Diana Crowe, CBA, NACM Southwest You work hard, educate yourself and put in the time and energy necessary in your career to move up to the next level and attain success, but sometimes we get stuck and don't know why. In this session, we talk about important communication cues: verbal, non-verbal, and written that signal to others and determine how we're perceived (both personally and professionally!) We will cover what these communication cues are, how to effectively utilize those cues and adjust to fit each situation you're faced with. Along with reviewing the science behind why this works and, together with practice, can help you avoid the pitfalls of mismatches that can keep you "playing" at the same level.
Time
3:30 PM - 4:30 PM
3:30 PM
Speaker: Vinson Valdez, Caesars Entertainment This is a crucial session presented by the Emergency Response Manager of Caesars Entertainment that shares life-saving skills for unforeseen disasters or emergencies. Participants will learn the importance of immediate action in the face of emergencies, with a focus on the three key steps: run to safety, hide when escape is impossible, and ultimately, employ survival strategies. The session delves into practical scenarios, offering valuable insights on situational awareness, effective communication, and resource utilization. Attendees will leave empowered with the knowledge and confidence to navigate emergencies, ensuring their safety and the safety of those around them.
Time
3:30 PM - 4:30 PM
3:30 PM