Session Descriptions

Selling To A Company in Chapter 11

With bankruptcies soaring, credit executives are increasingly confronting the issue of whether they should be extending credit to a Chapter 11 debtor. This program deals with the risks of extending such credit and the various credit enhancement devices that should increase the likelihood of payment. Included in the discussion will be standby letters of credit; selling on a consignment or purchase money security interest basis; the  use of critical vendors and the Section 503(b)(9) administrative priority claim to obtain payment of the creditor's pre-petition claim during the Chapter 11; the use of guarantees, third party collateral; and third party credit support, such as credit insurance and sales and puts of claims; a trade creditor's setoff and recoupment rights, and for trade creditors in certain favored industries, lien and  trust fund rights.

Communication & Credit

This session offers a basic introduction to the communication process and the challenges credit and collection staffers face daily - particularly with collection calls. Concepts, such as "interference" and "encoding and decoding" messages, will be examined using role play and group discussion formats. Other topics for discussion will be verbal and nonverbal skills and challenges.

Why Face-to-Face Networking is Important to Your Company

The more things change the more they stay the same. One that has been tried and true is face to face networking. Companies spend millions of dollars each year in advertising and marketing, yet the one thing they point back to consistently is networking and word of mouth as a way to drive customers in the door. Today, more than ever, it is important that not only are the sales teams in the community networking, it is important that everyone on staff begin to network and carry the message of your company out into the public. Learn 10 of the most important things that you and your company should be doing to build a strong network and word of mouth presence in your community.

How Online Networking Can Help You

Linkedin, Twitter, Facebook, Blogging...these are a few of the online sites you need to know about. Utilizing the online aspects of networking can build your brand, get the word out about your company, build a strong word of mouth message, and be able to listen to what is being said that could help you and your company have the edge. Online networking will support your face to face networking and your company should have a strategy for how you are going to use these tools.

Critical Thinking

Critical thinking is a form of judgment specifically purposeful and reflective. There are many factors that enter into development of critical thinking skills. This session will begin with discussion of mental processes, analysis and evaluation to solve problems. Different types of mental applications and evaluation techniques will be demonstrated. This session will also engage conversation on how to overcome bias and learned value judgments to reach informed decisions and find solutions to complex issues. Several case studies will be presented so that attendees can practice the mental and evaluation techniquest discussed during the session.

 

Speaker Bios

Holly Brown is currently the Customer Operations Manager for Carroll Company and oversees the Credit, Collection and Customer Service Departments.   Like most credit professionals she began her career over 25 years ago from a customer service background.   Communication has been and still is a predominant factor in her professional life in sales, collections, and supervision.  She has been an active member of the CFDD- Dallas/Ft Worth chapter having served recently as chapter president and board member.  Holly was awarded her Chapter’s Distinguished Member Award in 2008.  Her involvement with NACM includes active participation with her local affiliate, NACM-Southwest.  Presently, she is a CAP and ACAP instructor for NACM SW and holds both a CBA and CCE designation.   She graduated from Texas Tech University with a BS in Secondary Education as well as an MA in Communication.   Her career path has included teaching Speech Communication and Public Speaking in both high school and college.  Currently, she volunteers as a Cantor and Reader at St. Patrick’s Church in Dallas and works with the high school youth that volunteer as readers for Sunday services.

Dawn Wallace Cook, CCE, is Treasurer of Newton Manufacturing Company, a hydraulic and design build facility, located in Royal Oak, Michigan. Dawn has been with Newton since 1972 and treasurer since 1976. Dawn is an active member of NACM, CFDD, FCIB and CRF. She has served as National Chairman of both NACM and CFDD and is currently serving as chairman of NACM Great Lakes Region and President of the CFDD Toledo chapter.

Tyler C. “Chris” Hooker, CCE has been in the business credit field for over 40 years in several types of businesses:  manufacturing, distribution and service, resolving many challenges  in credit and receivables management.  Chris is a long-standing member of NACM and CFDD, having served on the CFDD Board and on the local NACM Denver Board. He is a certified Six Sigma Black Belt, a certified Value Stream Mapping Expert and a certified Fit Office Expert.  Chris is also a CAP and ACAP instructor for NACM, and an adjunct faculty member at Argosy University Denver, teaching undergrad and graduate levels in business finance.

Chris Kuehl, Ph.D. Managing Director, Armada Corporate Intelligence, USA is the co-founder (with Keith Prather) and Managing Director of Armada Corporate Intelligence, a company created in 1999 to provide strategy foundation, competitive intelligence, business analysis and economic forecasting for corporate clients. Chris is the Chief Economist for Fabricators and Manufacturers Association. This includes writing Fabrinomics and serving as a keynote speaker for their conferences and meetings through the year. Chris is a frequent commentator for the media both locally and nationally. He is a regular economic/business analyst for KMBZ radio, KSHB-TV (local NBC affiliate) and has been extensively quoted in national newspapers, magazines and trade publications. He holds a Masters Degree in Soviet and East European Studies, a Masters in East Asian Studies and a Ph.D. in Political Economics from the University of Kansas. He has been on the faculty of universities in the US, Hungary, Estonia, Russia, Singapore and Taiwan. He has been on the local steering committee for the Society of Competitive Intelligence Professionals and has been active with a number of business and finance organizations.

Bruce Nathan, Esq. is currently a partner in the Bankruptcy, Financial Reorganization and Creditors' Rights Group of the law firm of Lowenstein Sandler PC. Mr. Nathan concentrates on all aspects of creditors' rights and workouts in bankruptcy, out-of-court matters and other types of insolvency cases for secured creditors, creditors' committees, unsecured creditors, trustees and other creditors. Mr. Nathan serves as counsel to the unsecured creditors' committee in Interstate Bakeries Corporation and Advanced Marketing Services Inc. and has represented substantial creditor interests in the Enron, WorldCom, Solutia, Metromedia Fiber Network, Adelphia, Calpine and Heilig-Meyers chapter 11 cases. Mr. Nathan also negotiates and prepares letters of credit, guarantees, security, consignment, bailment, tolling, and other agreements for credit departments of institutional clients and is also involved in the negotiation and preparation of loan, letter of credit, and factoring documentation and other matters for banks, asset-based lenders and factors. Mr. Nathan holds combined J.D./M.B.A. degrees from the University of Pennsylvania Law School and the Wharton School of Management. He is an active member of the American Bankruptcy Institute ("ABI"); is a member of ABI's board of directors; is a former Co-Chair of ABI's Unsecured Trade Creditor Committee; is a contributing editor of ABI Journal's "Last In Line Column" and ABI's "Second Circuit Cases Update"; and is the author of ABI's Manual On Sellers' Rights of Reclamation, Stoppage of Delivery and New Administrative Claim. Mr. Nathan is also an active member of, and regular lecturer for, the National Association of Credit Management (NACM); is a member of NACM's Editorial Advisory Board; is a frequent contributor to NACM's Business Credit; is a contributing editor of NACM's Manual of Credit and Commercial Laws; and co-authored The Bankruptcy Abuse Prevention And Consumer Protection Act of 2005: An Overhaul of U.S. Bankruptcy Law, published by NACM.

Anita Pilo, CCE is a credit manager for US Foodservice in Fort Mill, South Carolina. She started her 32-year career with the company as a switchboard operator and has worked her way up through three different branches of the company.  She earned her CBA and CBF designations in 2006, and most recently earned her CCE designation in 2008.  Anita is an active member of CFDD, and currently serves as president of the CFDD Charlotte Chapter.

Phyllis Truitt, CCE has worked at Atlas Van Lines since 1989. She is currently the Director of Credit and Collections. Prior to working at Atlas, Phyllis worked as a controller and office manager at various companies in Evansville, Indiana, where she resides with her family. Phyllis graduated from The University of Southern Indiana with a degree in business in 1992. Currently Phyllis is serving NACM-National as Chair Elect. Phyllis was CFDD National Chair in 1999-2000. She was CFDD representative on the NACM National Board from 2000-2003. She has served as NACM-National Vice-Chairman for the Central Region the last two years. Phyllis wrote the CFDD Officers Training Manual and several programs for CFDD. She has also presented several programs for NACM and CFDD. Phyllis was NACM's National Credit Executive of the year in 2002. Her greatest honor was in 2006 when she was awarded the CFDD Marilynn Daugherty Spirit Award.

Hazel Walker has spent the last 15 years networking and teaching others to network. She started out owning her own Insurance Agency that she built using her networking skills. Today Hazel is the Executive Director for BNI of Indiana, a Referral Institute Trainer, as well as a professional speaker and writer. Hazel works with teams who need more effective communication skills as well as business owners and sales professionals who are frustrated with their lack of prospects. All things being equal people want to do business with people they know, like and trust. Hazel helps business owners leverage their time, and their networks to build their businesses. A member of the National Speakers Association, Hazel speaks to organizations around the world. She writes a weekly E-newsletter called Referral Tip of the Week with a subscriber list of several thousand people around the world.

Cynthia M. Wieme, CCE, MICM, CICP, MBA was recruited to Jeppesen Sanderson Inc. in 1994 to bring aviation and credit experience to the team.  Her overall professional experience encompasses 30+ years in the “finance field,” working in family-owned, entrepreneurial and municipal organizations, as well as “Fortune 500” companies.  Her industry experience includes construction, agribusiness, software development, and aviation and aerospace, encompassing regional, national, and international customers, business operations, regulations, and colleagues.  She has served on local and national not-for-profit committees and boards, and is currently most active as a volunteer with the Arthritis Foundation, Rocky Mountain Chapter (Colorado, Wyoming & Montana).  Cynthia is the Immediate Past Chairman of the Board for the Arthritis Foundation and is currently serving as a State Officer of the Colorado Business & Professional Women’s organization.  Past board service includes Mackintosh Academy (Primary International Baccalaureate Programme) and NACM Colorado. Cynthia holds a B.A. degree in Business Administration, a B.S. degree in Management and an M.B.A. from the University of Phoenix, Denver.  She is also an alumni of the NACM Graduate School of Credit and Financial Management.

Welcome to the Credit & Financial Development Division (CFDD)

A CFDD Chapter is a group of credit professionals organized with a focus on education, networking and professional support for employees of member firms of the National Association of Credit Management. Membership enhances professional status while promoting attainment of educational goals, business contacts, networking opportunities and leadership development.

"Membership in CFDD is an investment in yourself! It provides a pathway for you
to reach your educational goals and professional success."

SAVE THE DATE

cfdd conf hdr 2014 horiz

OUR MISSION

The mission of the NACM Credit and Financial Development Division is to develop tomorrow's business leaders through core offerings.

OUR VISION

To be a leading provider of professional development opportunities through learning, coaching, networking and individual enrichment.

BENEFITS OF MEMBERSHIP

Networking
CFDD and NACM engage our members in national and local educational and networking events, providing a support system for credit and finance professionals. You will meet and get to know some of the most valuable resources in the industry: other credit people like you.

National Association Resources
As a member of CFDD you will have full access to all of NACM's highly valuable resources. Click here to learn more.

Scholarships
CFDD-National offers scholarships to its members for:

  • CFDD National Conference Fees
  • NACM Credit Congress Registration
  • Designation Application Fees
  • School Registration Fees
  • Self-Study Courses
  • NACM Credit Learning Center Designation Exam Review Package

Education/Professional Career Development
Educational opportunities for members include national and regional NACM conferences, national CFDD conferences, and local chapter meetings. Information for all facets of the credit and financial industry and professional development are offered by experts in their field. With all of the educational and networking opportunities made available, it is impossible to not grow personally and professionally.




 

 

     

CFDD MEMBERSHIP

CFDD comprises:

Chapters - Individual members employed by firms holding membership in any NACM Affiliated Association.

Direct Members - Individuals who are located in areas where there are no CFDD chapters and are employed by firms holding membership in any NACM Affiliated Association.


For the CFDD Direct Member Application, click here. Please note that you must be employed by a firm holding membership in any NACM Affiliated Association.

QUICK LINKS

CFDD Chapters
CFDD Honors & Awards
CFDD Logo Items
CFDD National Conference
CFDD Newsletters
Join CFDD Today!
Scholarship Application

ANNUAL CONFERENCE

Check out photos from our annual CFDD Conference.

SHOP CFDD LOGO ITEMS

Business Card Holders, Pens, Portfolios and more. Show your CFDD Spirit and support this wonderful organization, all at the same time. Check out our store

JOIN CFDD ON LINKEDIN

Click here to join the CFDD Group on LinkedIn.


 

 

CFDD National Education Programs

All published programs and mentoring programs are available free of charge. To order a program, email your request to cfdd@nacm.org.

Published Programs

Antitrust and You 30-minute video available from CFDD-National

"What you don't know can hurt you AND your company." This seminar includes a summary of Antitrust laws, do's and don'ts and questions and answers of specific situations. You can't afford to miss this workshop.

Ethics—It's a Matter of Choice 30-minute video available from CFDD-National

How does a corporation perceive others and how are they perceived? Can you decipher if your company's policies and procedures demonstrate that it has chosen to be ethical in operation, attitude and motivation? Learn to define an ethical issue and create an ethical solution through concepts presented in this program.

Sales & Credit—United We Stand

How is it possible to "Build a Team" between Sales & Credit? This program will give you information on how to work together, understand each others needs and be of the most benefit to your customer.

Mediation—an Alternative to Dispute Resolution

Are your customers not paying you because of disputes? This can have a deadly impact on your cash flow. Find out alternative options. Before spending litigation dollars to resolve disputes, why not try mediation? Studies show that 75% to 90% of the time, it can work for you.

Selling Marginal Accounts—Are the Rewards Worth the Risk?

Learn how making sound credit decisions can result in providing more profit per sales dollar to your company's bottom line with minimal risk.

Human Resources & the Credit Manager

As credit professionals, we are called on to manage a company's largest asset—its A/R. But is it? Today's company succeeds or fails largely because of its employees. If you hire, discipline, review or terminate personnel, then this seminar is for you.

Credit Policies and Procedures

Do you have a Credit Policy & Procedures Manual? Do you need help getting one started? Are you still trying to put one together? Do you have ALL the necessary elements? Is it truly complete? If you answered no to any of these questions then this program is for you.

Financial Statement Analysis and Credit Scoring | Credit Scoring Disk **updated**

Understanding Financial Analysis, “how to” for beginners, “refresher” for the experienced. Step-by-step process with explanations and examples.

Training Programs

Mentoring Program FREE | Reprints

Make a decision to make an investment in the profession of which you are a part. Become a mentor. Professions only improve as people invest in the people and the profession. Take the time and give back. This seminar will help you learn how.

Officers Training Manual FREE | Reprints

Includes a PowerPoint presentation.

Build leaders for tomorrow, with information today. Membership is leadership in the making. Make your dreams a reality by joining a CFDD organization/chapter. This program explains it all. Help your new member and old alike understand the vision, goals and objectives of CFDD.

CFDD Chapters

Find your local chapter. Click below to find out more information about your local chapter.

Albuquerque Chapter
#D01A
View Website

Cindy Hayes
National Electric Supply Co/Nicor
2200 Midtown Place NE, Suite A
Albuquerque, NM 87107
Meeting: 2nd Wednesday

Birmingham Chapter
#D03A

Brenda Weaver, CCE
Kirkpatrick Concrete, Inc.
P.O. Box 2728
Birmingham, AL 35202
Meeting: 3rd Tuesday

Charlotte Chapter #D10A
View Website

Anita Pilo, CBF
US Foodservice
125 Fort Mill Parkway
Fort Mill, SC 29715
Meeting: 3rd Thursday

Cincinnati Chapter
#D11A


Wanda F. McPhillips, CCE
Cognis Corp.
5051 Estecreek Drive
Cincinnati, OH  45232-1447
Meeting:  2nd Wednesday

Dallas/Fort Worth Chapter #D20A
View Website

Alice Barboza, CCE
Chemical Lime Co.
P.O. Box 985004
Fort Worth, TX  76185-5004
Meeting: 3rd Tuesday

Denver Chapter #D15A
View Website

Nancy L. Hoffman, CBA
Larson Distributing Co.
P.O. Box 16189
Denver, CO  80216-0189
Meeting: 3rd Tuesday

Detroit Chapter #D17A

Dawn Wallace Cook, CCE
Newton Manufacturing Co.
4249 Delemere Blvd.
Royal Oak, MI 48073-1804
Meeting: 2nd Tuesday

Eugene/Springfield Chapter #D18A
View Website

Sandee Texley, CCE
Extreme Technologies, Inc., dba BowTech Archery
90554 Highway 99 N.
Eugene, OR  97402
Meeting: 2nd Wednesday

Evansville Chapter #D19A

Christa McCraw
Atlas Van Lines, Inc.
P.O. Box 509
Evansville, IN  47703-0509
Meeting: 2nd Tuesday

Grand Rapids Chapter #D21A

Nancy Scheneman, CBA
Great Lakes Fasteners
5075 Clay Ave. SW
Grand Rapids, MI 49548-5653
Meeting: 1st Thursday

Jasper Chapter #D22A

Kevin Huelsman, CCE
Kimball International, Inc.
1205 Kimball Boulevard Center
Jasper, IN 47546
Meeting: 3rd Tuesday

Kansas City Chapter #D25A
View Website

Shawn Ismert, CBA
Sioux Chief Mfg. Co., Inc.
24110 South Peculiar Drive
P.O. Box 397
Peculiar, MO 64078
Meeting: 2nd Wednesday

Los Angeles Chapter #D28A

Linda Eurton
LLE Business Consultant
23937 Via Rosa Linda
Valencia, CA  91355
Meeting: 2nd Tuesday

Louisville Chapter
#D29A
View Website

Connie Thomas, CCE, MBA
Fire King Security Group, LLC
101 Security Parkway
P.O. Box 559
New Albany, IN  47150
Meeting: 3rd Thursday

Minneapolis/St. Paul Chapter #D33A

Kay Watson, CBA
Larson Allen LLC
220 South Sixth St., Ste. 300
Minneapolis, MN  55402-4505
Meeting: 2nd Tuesday

New Orleans Chapter #D37A

Julia Ellis
Deep South Equipment
4201 Michoud Blvd.
P.O. Box 29365
New Orleans, LA 70189-0365
Meeting: 3rd Thursday

Omaha/Lincoln Chapter #D42A
View Website

Michelle Tivis, CBA
PayPal
12312 Port Grace Blvd.
La Vista, NE  68128
Meeting: 2nd Thursday

Orlando Chapter #D43A
View Website

Cori Guyder
JTG Financial Services, Inc.
2738 Eagle Brook Court
Kissimmee, FL 34746
Meeting: 2nd Tuesday

Phoenix Chapter #D54A
View Website

Gwen Stroops, CCE
Smith Pipe & Steel Co., Inc.
735 North 19th Avenue
Phoenix, AZ  85009
Meeting: 2nd Tuesday

Portland Chapter #D46A
View Website

Diane Snyder, CCE, CICP
Rodgers Instrument Corp.
1300 N E 25th Avenue
Hillsboro, OR 97124
Meeting: 2nd Thursday

Raleigh/Durham Chapter #D47A
View Website

Rita D. Barbour, CCE
Pepsi Bottling Ventures
1900 Pepsi Way
Garner, NC  27529
Meeting: 3rd Wednesday

Richmond Chapter #D48A

Karen Haynes
Luck Stone Corporation
515 Stone Mill Drive
P.O. Box 29872
Richmond, VA 23242
Meeting: 3rd Wednesday

Salem/Albany Chapter #D09A
View Website

Lori Kimball, CBA
Norpac Foods, Inc.
P.O. Box 458
Stayton, OR  97383-0458
Meeting: 2nd Tuesday

San Diego Chapter #D52A
View Website

Carey Ryan
Supreme Oil
P.O. Box 84717
San Diego, CA  92138-4717
Meeting: 3rd Thursday

Seattle Chapter #D55A
View Website

Margaret Hyneman, CCE
Glacier Northwest, Inc.
5975 East Marginal Way South
P.O.  Box 1730
Seattle, WA  98034
Meeting: 2nd Monday

Tacoma Chapter #D58A
View Website

Kris Warner
Lumber Products
P.O. Box 900
Renton, WA 98059
Meeting: 3rd Monday

Tampa Chapter #D59A
View Website

David Steffen
ASI Building Products
4720 East Adamo Drive
Tampa, FL 33605
Meeting: 2nd Tuesday

Toledo Chapter #D60A
View Website

Dawn Wallace Cook, CCE
Newton Manufacturing Co.
4249 Delemere Blvd.
Royal Oak, MI 48073-1804
Meeting: 2nd Thursday

Wichita Chapter #D62A

Sue Davies
Mid-Continent Safety, LLC
P.O. Box 16689
2909 South Spruce
Wichita, KS 67216
Meeting: 2nd Tuesday



 

 

 

 

“Membership in CFDD is an investment in yourself! It provides a pathway for you to reach your educational goals and professional success.“

Education

Educational opportunities for members include conferences, seminars and monthly meetings. Information for all facets of the credit and financial profession is discussed by experts in their specific field of expertise.

Professional Benefits

  • Networking
  • Personal/Career Development
  • National Association Resources

Networking Member Support

Personal contacts with other credit professionals can provide for a reliable exchange of credit information as the basis for profitable credit decisions.

Scholarships

  • CFDD National Conference Fees
  • NACM Credit Congress Registration
  • Designation Application Fees
  • School Registration Fees
  • Self-Study Courses
  • NACM Credit Learning Center Designation Exam Review Package

Membership Requirements

CFDD comprises:

Chapters - Individual members employed by firms holding membership in any NACM Affiliated Association.

Direct Members - Individuals who are employed by firms holding membership in any NACM Affiliated Association.

For the CFDD Direct Member Application, click here.

National Association
of Credit Management

8840 Columbia 100 Pkwy.
Columbia, MD 21045
Phone: 410-740-5560
Fax: 410-740-5574

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