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AGENDA
Thursday - February 20, 2003
7:00 AM 8:30 AM President / Vice Presidents Breakfast with National Officers
7:00 AM 8:45 AM Registration and Continental Breakfast for all delegates
8:45 AM 9:00 AM Opening Remarks
9:00 AM 10:30 AM General Session / Report from NACM / Stan DeGroot, CCE
10:30 AM 10:45 AM Break
10:45 AM 12:15 PM CFDD Business Meeting
12:15 PM 1:30 PM Lunch
1:30 PM 3:00 PM

Breakout Sessions

Anti-Trust and the ECOA / Jeff Brown
Organizational Structure & Management Process / Carolyn Brown, CBA
Electronic Funds Transfer / Dean Middleton
Credit Insurance / Michael Hosny

3:00 PM 3:15 PM Break
3:15 PM 4:45 PM

Breakout Sessions

UCC Article 2 - Sale of Goods / Greg Supan
Discrimination and Harassment / Carolyn Brown, CBA
New Tools for Strategic Receivables Management / David Meyer, CBF
Philosophy of Life and Credit / Paul Alexander, CCE

6:00 PM 8:00 PM Reception - Caribbean Luau - Tropical Theme Attire Suggested
Friday - February 21, 2003
8:00 AM 8:45 AM Continental Breakfast for all delegates
8:45 AM 10:15 AM Breakout Session

Credit Forms and Applications / Randall K. Lindley
Goal Setting and Planning / Carolyn Brown, CBA
How to Write a Credit Policy / David Balovich, CCE
Accounting 101 - The Basics / Mike Aken, CCE
10:15 AM 10:30 AM Break
10:30 AM 12:00 PM Breakout Sessions

Do's and Don'ts at a Deposition / Rebecca Hicks
Hiring and Interviewing / Carolyn Brown, CBA
DSO and Alternative Measurements / David Balovich, CCE
Accounting 201 - First Look at Financial Statements/Mike Aken, CCE
12:00 PM 1:30 PM Lunch
1:30 PM 3:00 PM Breakout Sessions

Preference Law / John Clement
Performance Appraisals and Motivation / Carolyn Brown, CBA
Selling Marginal Accounts / David Balovich, CCE
Accounting 301 - More Financial Statements / Mike Aken, CCE
3:00 PM 3:15 PM Brea
3:15 PM 4:45 PM Breakout Sessions

Bankruptcy / Bruce Akerly
Team Building / Carolyn Brown, CBA
Creating a Customer Who Will Pay / David Balovich, CCE
Accounting 401 - Financial Case Studies / Mike Aken, CCE
6:00 PM 10:00 PM Dinner and Entertainment - Texas BBQ (Denim and Diamonds suggested)
Saturday - February 22, 2003
8:00 AM 9:00 AM Breakfast
9:00 AM 10:00 AM General Session / TBA / TBA
10:00 AM 10:15 AM Break
10:15 AM 11:15 AM General Session / Death at the Podium / Millie DeMariano
11:15 AM 11:45 AM Closing Remarks/Invitation to 2003
Adjournment
Continuing Education Units and CCE Re-Certification points will be awarded for all Educational Sessions.

 

 


INFORMATION SHEET

DALLAS - FORT WORTH CLIMATE


Dallas/Fort Worth has a mild climate with plenty of sunshine! Extremes are possible in the winter and summer, but the cold and hot spells never last too long. In the spring and fall, warm sunshine can be followed quickly by cool showers and just as quickly change back again, so you may want to bring layers. Temperatures in February range from lows in the mid-30's to highs near 60.

GETTING IN AND AROUND TOWN


The Holiday Inn Select - Dallas/Fort Worth Airport South has a complimentary shuttle to and from the airport on call 24 hours a day. The hotel also offers shuttle service to Irving Mall and the Trinity Railway Express for access to Dallas and Fort Worth. The hotel is conveniently located 10 minutes from the Dallas/Fort Worth International Airport and is 20 minutes from Love Field.

SHOPPING


GRAPEVINE MILLS - Located just two miles north of Dallas/Fort Worth International Airport and equidistant between Dallas and Fort Worth, Grapevine Mills is the first super-regional, value-oriented megamall in Texas and the Southwest. The 1.5 million-square-foot mall is also one of the largest shopping centers in Texas and offers a variety of retail stores, manufacturers outlets, department stores, off-price retailers and dining and entertainment venues.

IRVING MALL - More than 150 stores, including JC Penney, Foley's, Dillards, Sears, Barnes & Noble, Old Navy and more!

GALLERIA - Galleria is home to Macy's, Saks Fifth Avenue, Tiffany & Co., Gucci, Nordstom, many other fine boutiques and one-of-a-kind stores. The center features an ice-skating rink, five movie theaters and various restaurants.

SUNDANCE SQUARE - A 14-block collection of graciously restored and replicated turn-of-the-century buildings anchoring the northern end of downtown Fort Worth. Sundance Square is filled with restaurants, theaters, nightclubs, and museums.

WEB SITES OF INTEREST

www.tourtexas.com/dfw
www.dallascbv.com
www.fortworth.com
www.irvingtexas.com
www.trinityrailwayexpress.org
http://www.sixcontinentshotels.com/h/d/hisl/hd/dfwso

MUSEUMS AND ATTRACTIONS


AMON CARTER MUSEUM - One of the foremost museums of American and Western art including works by Martin Johnson Heade, Winslow Homer, William Michael Harnett, Georgia O'Keefe.

DALLAS MUSEUM OF ART - Located in downtown Dallas, this museum houses important collections of European and American painting and sculpture, postwar American arts, Asian, Pre-Columbian, African, classical Egyptian, and American Indian art.

DALLAS MUSEUM OF NATURAL HISTORY - Exhibits of Texas plant and animal life in natural habitat settings of desert, seashore, swamp and prairie. Fossil and mineral displays included, as well as special traveling exhibits.

FORT WORTH MUSEUM OF SCIENCE AND HISTORY/OMNI THEATER - The largest science and history museum in the Southwest, features an 80-foot domed Omni Theater and Noble Planetarium.

KIMBELL ART MUSEUM - One of the world's outstanding small art museums, the award-winning museum was the last completed work of architect Louis I. Kahn.

THE SIXTH FLOOR MUSEUM AT DEALEY PLAZA - Located in the former Texas School Book Depository Building, this exhibit examines the life, times, death and legacy of President John F. Kennedy with photographs, artifacts and displays.

FAIR PARK - Home of the State Fair of Texas since 1886, this 277-acre amusement and cultural complex includes Starplex Amphitheater, Cotton Bowl, Science Place, Aquarium, Omnimax Theater, Hall of State, Civic Garden Center, Museum of Natural History, Age of Steam Railroad Exhibit, Music Hall, Coliseum, exhibit buildings and amusement ride midway.

FORT WORTH WATER GARDENS - This beautifully landscaped five-acre park features waterfalls, aerated gardens and a meditation pool.

MANDALAY CANAL WALK AT LAS COLINAS - A tree-lined cobblestone walkway, reminiscent of a European village, meanders along the Mandalay Canal.

THE MOVIE STUDIOS AT LAS COLINAS TOUR - A must for movie fans, Texas' own slice of Hollywood is this motion picture and television production center, host to Robocop, Problem Child, JFK and Leap of Faith. The tour showcases sets, props and other movie memorabilia.

MUSTANGS OF LAS COLINAS - Located in Williams Square Plaza, these nine larger-than-life bronze mustangs, galloping across a granite stream, comprise the largest equestrian sculpture in the world. The Mustang Sculpture Exhibit, in Williams Square West Tower, includes a short film detailing the seven years it took to create the sculpture.


 

ABOUT THE SPEAKERS

Mike Aken, MBA, CCE
has over 15 years of progressive credit experience with companies such as Sony Electronics and TXU Energy. He has taught the Credit Administration Program (CAP) Classes for NACM and has also facilitated many seminars and workshops. He recently became an instructor for the University of Phoenix in Dallas.

Bruce W. Akerly is a partner with the law firm of Bell, Nunnally, & Martin, LLP. He has extensive experience in representing corporate, financial, banking, and real estate clients, secured and unsecured creditors, to enforce rights and obligations in the context of civil litigation and bankruptcy. He has represented clients in the trial and appellate process before administrative agencies and state and federal court.

Paul Alexander, CCE is Corporate Credit Manager of Kwal-Howells Paint in Denver, Colorado. He has been a member of NACM since 1968 and has been named NACM Rocky Mountain Credit Executive of the Year and the Rocky Mountain CFDD Distinguished Member of the Year.

David Balovich, CBF, CCC, CCE is President of 3JM Company, dba Business Education Services. He is a popular speaker featured at many regional association meetings and conferences. Prior to founding his company in 1985, David worked as a credit professional for several firms, including Docutel-Olivetti, McKesson and Sony. He has been a member of NACM for over 25 years.

Carolyn Brown, CBA is Administration Manager at Structural Steel, where she is responsible for developing and facilitating training programs geared toward improving the employee relations skills of managers and supervisors. She has over 20 years of diverse management experience including financial planning and budgeting, cost accounting, credit and collections, problem identification, employee relations and employee development.


Jeffrey W. Brown
is an associate with the law firm of Bell, Nunnally, & Martin, LLP. He has represented creditors and debtors in lease disputes, in actions based upon promissory notes, guarantees, open accounts, and lien claims, in bankruptcy proceedings, and in post-judgment actions, including garnishments, turnover actions and foreclosures.

John Clement is partner with the law firm of Bell, Nunnally, & Martin, LLP. Mr. Clement represents large companies in matters involving software licensing agreements, product liability, franchise agreements and disputes, contract negotiations and disputes, intellectual property and trade secrets. Additionally, he represents creditors in collection lawsuits.

Millie DeMariano is Executive Director of the NACM Credit and Financial Development Division, a position she has held since 1985. Her prior experience includes over 17 years employment with an electrical supply firm. She is a 36-year member of CFDD and was President of the Dayton Chapter in addition to holding the office of National Chairman.

Rebecca A. Hicks is an associate with the law firm of Bell, Nunnally, & Martin, LLP. Her experience centers in the areas of commercial litigation and creditors' rights. She has represented Contractors and Suppliers in perfecting their lien or bond claims and in related litigation.

Michael Hosny is a founder and Managing Director of The Structured Trade Group of Houston, a financial services firm that provides trade finance advisory services and trade credit and political risk insurance brokering to corporations and financial institutions. He has more than 20 years experience in international trade finance, exporting, and insurance.

Randall K. Lindley is a partner with the law firm of Bell, Nunnally, & Martin, LLP. His practice is concentrated in the areas of creditors' rights and commercial litigation. He has represented creditors in post-judgment proceedings as well as in trials and appeals based on promissory notes and unpaid accounts.

Dean Middleton has built two successful nationwide check guarantee companies since entering into the industry in 1985; the latest being American Check Management, which exists as the preferred provider for check guarantee and credit card merchant services for NACM and its members. He is an active member of the National Automated Clearing House Association, specifically with the Electronic Check Council.

David Meyer, CBF is Regional Account Manager with the GETPAID Corporation, a firm that develops products and services that help companies exceed customer expectations and maximize profits. He has over 16 years experience in credit management in the electronic, entertainment, paper distribution, and medical equipment manufacturing industries.

Gregory P. Supan is an associate with the law firm of Bell, Nunnally, & Martin, LLP, representing corporations and individuals in breach of contract and business tort actions. He has represented creditors in pre-judgment and post-judgment collection efforts and is particularly familiar with litigation issues involving limitations and usury.


3 WAYS TO REGISTER
Registration assistance through NACM - National

Mail:
2003 CFDD West Conference
8840 Columbia 100 Parkway
Columbia, MD 21045-2158
410-740-5560

Charge by Fax:
410-740-5574
(Open 24 hours a day include credit card information)

Online

If you have any questions, please call Carol Fowle, Conference Co-Chairman at 972-337-3027 or e-mail at FOWLECAROL@aol.com or Maggie Grisom, Conference Co Chairman at 972-241-0633 or e-mail at Maggie@ccwhole.com.

REFUND POLICY: CANCELLATIONS MUST BE MADE IN WRITING AND RECEIVED NO LATER THAN 2/05/03. NO CANCELLATIONS WILL BE ACCEPTED AFTER 2/05/03.

Accommodations: Holiday Inn Select - DFW Airport South, 4400 West Airport Freeway, Irving, TX 75062 972-399-1010 http://www.sixcontinentshotels.com/h/d/hisl/hd/dfwso.

Single/Double/Triple/Quad $69.00. Rate and availability guaranteed through 2/05/03. PLEASE MAKE RESERVATIONS DIRECTLY WITH HOTEL. Transportation details will be included with your Conference Registration Confirmation.