CFDD Annual Conference

cfdd conf hdr 2014 wide-version

September 18-19, 2014


Hotel

DoubleTree pics goldDoubleTree Bloomington - Minneapolis South
7800 Normandale Blvd | Minneapolis (Bloomington),
Minnesota 55439 United States

The CFDD National Conference is being held at the lovely DoubleTree Bloomington.

The special conference room rate is $125 a night for single/double occupancy. The rate is valid until August 25th. Make your reservation at the DoubleTree today!

Call 888-222-8733 or go online — please reference group code: CFD!


Registration

Early Bird Deadline - August 1, 2014 - Register now to save! by Aug. 1
after Aug. 1
Member $350 $400
Non-member $450 $500
Additional Friday Dinner Ticket $59 $59

register btn

Refund Policy: All requests for refunds must be made in writing to conventions_info@nacm.org. Registration fees, less a $50 processing charge, will be refunded for written cancellations received by NACM-CFDD on or before August 15, 2014. Between August 16 and August 25, 2014, only 50% of the fee will be refunded for written cancellation requests. Due to financial obligations, no refunds will be issued for cancellations received after August 25, 2014; however, substitutions may be made at anytime.


Sponsorships

Help us make the CFDD National Conference an event to remember... become a conference
sponsor!

- Have your company or chapter acknowledged online and in printed conference materials
- Build professional relationships and make new life-long friends

Become a part of our TEAM through a sponsorship.

Sponsorship Form


Conference Schedule

Wednesday, September 17

5:00 to 8:00 pm

CFDD Board Meeting

Thursday, September 18

8:30–11:00 am
Registration Open
9:00–10:30 am
Welcome and Business Meeting
10:30–12:00 pm
Can You Hear Me Now? Communicating with Different People Differently
presented by Julie A. Berg
12:00–1:15 pm
Lunch
1:15–3:15 pm
The Future of the Credit Department
presented by Pam Krank
3:15–3:30 pm
Break
3:30–5:00 pm
Unclaimed Property Update – What's New on the Horizon
presented by Val Jundt
5:30–7:30 pm
Networking Social featuring a Silent Auction
   

Friday, September 19

7:30–9:00 am
Registration Open/Continental Breakfast
9:30–10:45 am
Risk Mitigation Tools: Credit Insurance, Letters of Credit, Security Interests, Lien Rights, Setoff and More
presented by Bruce S. Nathan and Christopher Loeber
10:45–11:00 am
Break
11:00–12:00 pm
Risk Mitigation Tools: Credit Insurance, Letters of Credit, Security Interests, Lien Rights, Setoff and More
presented by Bruce S. Nathan and Christopher Loeber
12:00–1:15 pm
Lunch
1:15–2:45 pm
Payments Fraud & Prevention: What You Need to Know
presented by Amanda Dorphy, Senior Payments Information Consultant, Federal Reserve Bank of Minneapolis
2:45–3:00 pm
Break
3:00–5:00 pm
Best Practices Roundtable,
moderated by Duane Schwartz, CCE
6:00 pm
Networking Dinner & Dessert Auction

Session Descriptions

Thursday, September 18

Can You Hear Me Now? Communicating with Different People Differently
Presenter: Julie A. Berg

Most people have multiple conversations with co-workers, customers, family & friends everyday. With some, the communication flows easily. With others, the conversation is tension-filled and ends with frustration or even anger. Why is it that with some the connection is easy while with others, it is filled with static? The answer is that each of us communicates from our style comfort zone. Our preferred style influences how easy or difficult our relationships might be. Learn to recognize four distinct styles, their needs and expectations and how best to approach different styles differently.

Unclaimed Property Update – What's New on the Horizon
presented by Val Jundt

Full compliance with the states' unclaimed property laws is mandatory with the penalties and reputational risk for non-compliance being significant. Recent enforcement efforts have focused heavily on the Credit Department and the company's internal policies & procedures. This introductory session will provide basic information on what is unclaimed property, who must comply, what is required, the consequences of non-compliance and suggested proactive measures to achieve full compliance.

Friday, September 19

Risk Mitigation Tools: Credit Insurance, Letters of Credit, Security Interests, Lien Rights, Setoff and More
presented by Bruce S. Nathan and Christopher Loeber

Every credit executive dreads a financially distressed customer and the risk of its customer's bankruptcy filing. This session provides the credit executive useful tools to enhance the likelihood of payment of claims against a struggling customer. Hear about various credit enhancement devices that should increase the likelihood of payment of claims.

Other risk mitigation tools that will be discussed include the following:

  • Selling on a consignment or secured, including purchase money security interest, basis
  • Statutory lien rights and trust fund rights
  • Setoff and recoupment rights where seller and buyer have claims against each other and the risks of setoff agreements
  • Third party support: Standby Letters of Credit
  • Third party support: Guarantees and side collateral
  • Third party support: Cashing out claims through sales and puts of claims.

Payments Fraud & Prevention: What You Need to Know
Presenter: Amanda Dorphy

Fraud is a concern of financial professionals, whose job it is to protect their organization's payment transactions. Do you know which payment types are most vulnerable? Do you know what fraud schemes are most prevalent? Which attacks are growing in popularity among fraudsters? Is your organization making it too easy for fraudsters to steal your assets? Are you using best practice fraud mitigation techniques to protect your organization? This session will address these and other questions by analyzing statistical data, trends and findings from industry research. Through a rigorous examination of fraud statistics, the presenter will help you distinguish between hype and reality. She'll identify effective fraud prevention practices based on feedback from financial industry professionals. Gain practical tips to strengthen your defenses against payments fraud.


Speakers

Amanda Dorphy, Senior Payments Information Consultant, Federal Reserve Bank of Minneapolis

Amanda Dorphy is a Senior Payments Information Consultant at the Federal Reserve Bank of Minneapolis in the Payments Information and Outreach Office. Her duties include conducting research and coordinating projects related to payments, with emphasis on payments fraud research, and coordinating ongoing outreach with national industry associations, financial institutions, state banking associations and corporate end user organizations on payment issues of mutual interest.

Amanda has been with the Bank since 1978 and has since worked in several analytical and management positions, including the Financial Services Policy Committee Support Office, Credit and Risk Management, and Business Development. She holds a Bachelor of Science degree in Accounting from University of Minnesota Carlson School of Management.

 

Julie Berg, President & Principal Consultant, HRD Consulting

Julie Berg, President & Principal Consultant of HRD Consulting, St. Paul, MN is a professional workshop leader, credentialed leadership coach and organization development consultant. She has over 20 years experience in industries including healthcare, education, business services, engineering, manufacturing, technology, and non-profits. As an employee of companies such as HealthPartners, Ceridian, BlueCross Blue Shield and ADC, she was responsible for leadership assessment and development, team coaching, training design and facilitation. Julie also managed a corporate training function.

Clients have praised Julie for her energetic and engaging presentations. Her interactive approach to training design strengthens on-the-job application of newly acquired knowledge and skills. She provides solutions that address the core issues of workplace and personal effectiveness. Julie has worked with a variety of staff, from nurses to engineers to customer service providers, both in the U.S. and Europe.

Julie holds a master's degree in Human Resources Development from the University of Minnesota and earned her Associate Certified Coach (ACC) credential from the International Coach Federation. She is an instructor at Normandale Community College and contract facilitator at the University of Minnesota.

Website: http://www.julie-berg.com
LinkedIn: http://www.linkedin.com/in/julieberg

Valerie M. Jundt, Managing Director, Keane Unclaimed Property

Valerie brings over 30 years of diverse and extensive unclaimed property experience to the Unclaimed Property Industry. Her responsibilities have included serving as a national liaison for state/corporate relations, marketing, and practice development. She has worked extensively with clients from all industries and the various states in resolving compliance issues arising from state audits, voluntary compliance initiatives, enforcement actions, and law changes. Valerie has also been instrumental in assisting clients in developing strategies for unclaimed property audit defense and best practices relating to unclaimed property policies and procedures. As a former state unclaimed property administrator and the former Executive Director for the National Association of Unclaimed Property Administrators (NAUPA), Valerie's unique background is unparalleled in the industry.

Valerie is a co-author to the Unclaimed Property Treatise published by the Bureau of National Affairs (BNA) in May 2006 (re-released in June 2008) and has been quoted in a number of national publications including Money Magazine, Redbook, Women's World, Good Housekeeping, and Readers Digest. She was interviewed for feature stories, which aired on various statewide and local television programs including MarketWatch, Dateline NBC, CNN, Fox News, NBC Nightly News, EXTRA, and Wall Street Journal Reports. Valerie is also a highly sought-after subject matter specialist on the topic of unclaimed property and has been featured as a keynote speaker for various national trade associations and conferences.

Valerie is a recipient of NAUPA's highest honor, the NAUPA Lifetime Achievement Award, presented to her in 2008. She also received a "Presidential Distinguished Service Award" for her contributions to NAUPA in both 1989 and 1996. Valerie has been actively involved in the Unclaimed Property Professional's Organization (UPPO) since 2001 and was elected to serve on the Board of Directors, (serving as President in 2010). She has received several acknowledgements of appreciation for her work on the Education Committee and is a recipient of the UPPO 2004 "Team Player Award."

Bruce S. Nathan, Esq., Partner of Lowenstein Sandler LLP

Bruce S. Nathan, Esq. is a partner of Lowenstein Sandler LLP in the firm's bankruptcy, financial reorganization and creditors' rights group. Bruce has more than thirty years' experience in the bankruptcy, restructuring and insolvency field and is a recognized national expert on trade creditor rights and the representation of trade creditors in bankruptcy, insolvency and other legal matters.. He has represented trade and other unsecured creditors, unsecured creditors' committees, secured creditors and other interested parties in many of the larger Chapter 11 cases that have been filed, and is currently representing the liquidating trustee and previously represented the creditors' committee in the Borders chapter 11 case. Bruce is co-chair of the Avoiding Powers Committee that is working with the American Bankruptcy Institute's Commission to Study the Reform of Chapter 11 and also participated in ABI's Great Debates at their 2010 Annual Spring Meeting, arguing against repeal of the special BAPCPA protections for goods providers and commercial lessors, and was a panelist for a session sponsored by the ABI and co-sponsored by Georgetown University Law Center. He is also a former member of ABI's Board of Directors and a former Co-Chair of ABI's Unsecured Trade Creditor Committee. He is also the author of ABI's Trade Creditor Remedies Manual: Trade Creditor Rights under the UCC and Bankruptcy Code and contributes to ABI Journal's Last in Line Column . Bruce is also a member of NACM's Government Affairs Committee, is a regular contributor to NACM's Business Credit, is a contributing editor of NACM's Manual of Credit and Commercial Laws, and has co-authored The Bankruptcy Abuse Prevention and Consumer Protection Act of 2005: an Overhaul of U.S. Bankruptcy Law, published by NACM. In January, 2014, Bruce also spoke on Navigating the U.S. Bankruptcy System: Opportunities for Profit, Strategies to Minimize Losses at a seminar entitled Current Issues Facing China-Based, U.S. Listed Companies, sponsored by Marcum Bernstein & Pinchuk, and held in Guangzhou, Shanghai, and Beijing, China. He also spoke at the 4th China International Credit and Risk Management Conference on the People's Republic of China's 2006 Law on Enterprise Bankruptcy. In 2011, Bruce received the Top Hat award, a prestigious award honoring professionals in the credit industry, and Bruce has also been recognized in the Bankruptcy & Creditor/Debtor Rights section of Super Lawyers (2012-2013). He received his BA from the University of Rochester, his JD from the University of Pennsylvania Law School and his MBA from the Wharton School of Finance and Business.


Silent Auction Benefiting the CFDD Scholarship Fund

Always a fun and fabulous event, our Silent Auction at the CFDD National Conference is an annual fundraiser that benefits the national CFDD Scholarship Fund. We encourage all CFDD members to contribute to this event in an effort raise funds that give back to fellow credit professionals as they strive to continue their educations and remain active in their industry. We urge you to donate, big or small, to once again make this a stellar event!

Silent Auction Donor Form (Word Doc)

Please contact Melanie Brohawn with questions at 410-740-5560.

2013 Conference Photo Highlights

cfdd conf photos 2013


HOTELREGISTERSCHEDULESESSIONS | CEUS |
CONFERENCE SPONSORSHIP
| SCHOLARSHIP FUND


Thanks to our Conference Sponsors.

cfdd top07 logo
CFDD Dayton Chapter
cfdd top07 logo
CFDD Portland Chapter

crane service logo
Crane Service, Inc.


Franks Supply Full Logo - Email Sig
Frank's Supply Company, Inc.
nicor lighting
Nicor, Inc.
UTA Logo web
United TranzActions

SCHEDULE OF EVENTS*

Wednesday, September 18
5:00-8:00 CFDD Board Meeting
 ...
Thursday, September 19
8:30-11:00 Registration Open
9:00-10:30 Welcome & Business Meeting
10:30-12:00 Negotiation: Bargaining and Agreement Les Smith
12:00-1:15 Lunch
1:15-3:15 Customer Deep Dive Process Analysis Marlene Groh, CCE, CICP
3:30-5:00 Credit Card Surcharges: Updates on the New Law Ronald Clifford, Esq.
5:30-7:30 Networking Social featuring a Silent Auction
 ...
Friday, September 20
7:30-9:00 Registration Open / Continental Breakfast
7:30-9:00 Chapter Presidents' & Vice Presidents' Breakfast
9:15-12:00 The Electronic Credit Application &
Social Media and the Credit Department:
The Tool or the Trap?
Randy Lindley, Esq.
12:00-1:15 Lunch
1:15-3:15 Best Practices Roundtable Heidi Lindgren-Boyce, CCE - Moderator
3:30-5:00 Fine Tuning Your Leadership Skills Robert Karau, CICP
6:00 Networking Dinner & Dessert Auction
 ...

*Please note-this schedule is subject to change.


SESSION DESCRIPTIONS

Session Descriptions

Thursday, September 19

10:30-12:00
Negotiation: Bargaining and Agreement
Presenter: Les Smith

Whether you like or dislike bargaining, it's a natural and integral part of any negotiation. Bargaining becomes easier when you have conducted effective research and analysis and presented alternatives and value that target the objectives of the other side. During this program, attendees will learn to identify ideal, realistic, and fallback positions for both parties, so they will know the scope of their negotiation points. Classic negotiations tactics will be analyzed to determine which tactics to apply, how to respond to tactics from the other side and how to manage your reactions, before taking the last steps to finalize a win-win agreement.

1:15-3:15
Customer Deep Dive Process Analysis
Presenter: Marlene Groh, CCE, CICP

Did you know that statistically more than half the deductions taken by customers are usually correct or partially correct? Deduction management is one of the largest challenges in Credit Management. This presentation will take a look at the processes involved in managing these deductions. We will first try to understand why deductions are taken and how deductions are presently handled by different companies. We will discuss how to determine the breakeven point of researching deductions. We will then jump into how to analyze and control deduction management through the Customer Deep Dive Process and charting the Deduction Process Management Flow. By the end of the presentation, you will have a better understanding of how to tackle the challenge of customer deductions.

3:30-5:00
Credit Card Surcharges: Updates on the New Law
Presenter: Ronald Clifford, Esq.

The recent multibillion dollar class action settlement with MasterCard and Visa may create a sale's channel for the credit team that had not been used, or regularly used, because of the costs tied to accepting payment by card. We will discuss:

  • Ability to apply a surcharge to card transactions (customer pays the transaction fee);
  • Notice and disclosure requirements relating to a surcharge;
  • Caps on surcharging (the amount of the surcharge);
  • The mechanics of passing the transaction fee;
  • Anti-Surcharge Legislation: How does this legislation impact surcharging in a B2B setting;
  • Restrictions to surcharging: American Express, Discover, and Debit Cards;
  • Consistency of surcharge;
  • Surcharging out of country customers;
  • Status of class action settlement and opt out right

Friday, September 20

9:15-12:00
The Electronic Credit Application
Presenter: Randy Lindley, Esq., Bell Nunnally & Martin LLP

The electronic world of credit is expanding! We are indeed moving toward the paperless office. Learning how to create electronic documents that are enforceable in court is the next mandate facing credit managers. We must adapt to the changing times. This session presents practical tips on how to: create user-friendly electronic credit applications/account agreements; set up e-signature platforms for electronic documents; create user-friendly electronic guaranties; link the individual guarantor to the electronic guaranty; convince management of the importance of electronic documents; protect the confidentiality of your customer's electronic information; and, effectively gather information from the internet which supports credit decisions. In addition, this session provides new and cutting edge law on terms and conditions on a website link held enforceable and the latest cases on e-signature enforceability. Learn how e-contract formation is essential, from how the "mouse" is mightier than the pen to the latest cases interpreting the E-SIGN and UETA law.

Social Media and the Credit Department: The Tool or the Trap?
Presenter: Randy Lindley, Esq., Bell Nunnally & Martin LLP

Ten years ago the words "Social Media" had no meaning. Today Social Media has become increasingly important in our society with huge amounts of information reflected and exchanged on the pages of Facebook, LinkedIn and through Twitter communications. Businesses are obviously attracted to this information because it may include specific details about customers. As a tool, Credit Managers may find helpful information on Social Media sites about the creditworthiness and/or collectability of a particular customer. The process of accessing this information as a business, though, is not without peril. Social Media can indeed become a trap to the unwary Credit Manager. There are serious legal issues to consider, including privacy concerns and the impact of the FDCPA. This presentation will address the pros and the cons associated with gathering information from Social Media sites.

3:30 – 5:00
Fine Tuning Your Leadership Skills
Presenter: Robert Karau, CICP

Studies show that over 95% of problems that arise in the workplace can be resolved through sound management practices. The root cause of these problems may lie in leadership style. During this presentation, we will discuss:

  • How your leadership is viewed by others. Learn strategies to enhance leadership perceptions, interactions and effectiveness.
  • One size does not fit all. To be an effective leader, you must understand that people are different and adapt your approach to meet the needs of your followers. It is easier than it sounds!
  • The relationship between personal characteristics and situational factors in the workplace. We will explore the continued growth of social media, an evolving work ethic and other emerging trends in our workplace and identify strategies to help us deal with them.
  • How to make decisions in times of uncertainty. Find out what to do if management puts you in a difficult situation, an unexpected event occurs that could prove catastrophic or an employee tries to put you in an untenable situation. We will discuss effective mechanisms to take control and lead with confidence in adverse situations.

 


REGISTRATION

Full Delegate registration includes:

  • Admission to educational sessions
  • Thursday's lunch and evening reception
  • Friday's lunch and dinner party
  • Conference tote bag and session materials

 

Early Bird Rate Extended - Register now to save! by Aug. 2  
Extended to Aug. 9th!

after Aug. 9
CFDD & NACM Members $350 $400
Non-members $450 $500
Friday Dinner Ticket for a Guest $59 $59


Refund and Cancellation Policy
:  All cancellations and requests for refunds must be made in writing to conventions_info@nacm.org. Registration fees, less a $50 processing charge, will be refunded for written cancellations received by NACM-CFDD on or before August 2, 2013. Between August 3 and August 16, 2013, only 50% of the fee will be refunded for written cancellation requests. Due to financial obligations, no refunds will be issued for cancellations received after August 16, 2013; however, substitutions may be made at anytime.


Top of Page

HOTEL INFORMATION

The 2013 CFDD National Conference will be hosting its conference at the Albuquerque Marriott. All meetings and sessions will take place in the Marriott, unless otherwise noted.

Conference Room Rate:

Single-Double Occupancy is $125 USD per night
This special rate is available until September 3, 2013.

Please click here to make your room reservation at the Albuquerque Marriott.

abqnm prefunc  abqnm night  abqnm bar


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CONTINUING EDUCATION UNITS (CEU) IINFORMATION

The Education Department of the National Association of Credit Management has reviewed the educational content of this program. Participants attending this program will earn continuing education units (CEUs).

These continuing education units have been awarded in accordance with the standards recommended by the International Association for Continuing Education and Training. The CEU is a nationally recognized unit designed to provide a record of an individual's continuing education accomplishments. One CEU is awarded for each 10 contact hours of instruction.


SPONSORSHIPS

Help us make the CFDD National Conference an event to remember... become a conference
sponsor!

- Have your company or chapter acknowledged online and in printed conference materials
- Build professional relationships and make new life-long friends

Help us plant the seeds to success through a sponsonship.

Sponsorship Form (Word Doc)


Top of Page

SILENT AUCTION BENEFITTING THE CFDD SCHOLARSHIP FUND

Always a fun and fabulous event, our Silent Auction is an annual fundraiser that benefits
the national CFDD Scholarship Fund. We encourage all CFDD members to contribute
to this event in an effort raise funds that give back to fellow credit professionals as they
strive to continue their educations and remain active in their industry.

We urge you to donate, big or small, to once again make this a stellar event!

Silent Auction Donor Form (Word Doc)

Please contact Melanie Brohawn with questions at 410-740-5560.


Coming soon!

HOTEL REGISTER SCHEDULE SESSION DESCRIPTIONS CEU
Information
CONFERENCE SPONSORSHIP PARTNER EVENT SCHOLARSHIP FUND SILENT AUCTION

CFDD members and guests gathered in Cincinnati for the annual CFDD National Conference.
They enjoyed numerous networking functions and fundraising events, in addition to a wealth
of educational sessions.

Conference Photo Highlights

 


Thanks to our SPONSORS for helping to plant the seeds to success!

We gratefully acknowledge...

CFDD Dallas/Ft. Worth

CFDD Los Angeles

CFDD Dayton

CFDD Portland

CFDD Kansas City



 

Preliminary Schedule*


Thursday, October 6th

8:00am-Noon


Board Meeting
Noon-1:00pm Registration Open
1:00-2:30pm Welcome & Business Meeting
3:00-5:00pm Educational Session:
Creating Positive First Impressions & Dealing with Difficult Customers
Speaker: Susan Fee
5:30-7:30pm Networking Social featuring a Silent Auction



Friday, October 7th

7:30-9:00am

Registration Open / Continental Breakfast
7:30-9:00am Chapter Presidents' & Vice Presidents' Breakfast
9:15am-Noon Educational Session:
Open Forum~Leaders Sharing Expertise
Moderator and panel: Phyllis Truitt, CCE and Panelists: Barbara Klosterman, CCE and Ed Bell, Ph.D., CBA, CICP
Noon-1:15pm Networking Lunch
1:30-4:45pm Educational Session:
Belts and Suspenders of the Credit Department: Before, During and
After a Chapter 11 Proceeding

Speaker: Wanda Borges, Esq.
6:00pm Networking Dinner Party & Dessert Auction - Motown-theme



Saturday, October 8th

8:30-9:00am

Continental Breakfast
9:00-10:00am Educational Session:
The Three Dimensional Credit Manager
Speaker: Tom Shimko, CCE
10:15-11:15am Educational Session:
Developing Your Own Scoring Model
Speaker: Connie Thomas, CCE, MBA
11:20-11:30am
Highlights for the 2012 Conference & Goodbyes

*Please note-this is a preliminary schedule and subject to change. Check back to confirm the agenda and sessions.



Session Descriptions


Thursday, October 6th


3:00-5:00pm
Creating Positive First Impressions & Dealing with Difficult Customers
Speaker: Susan Fee

Dealing with Difficult Customers: In a perfect world, every customer interaction
would be pleasant and smooth. But, in reality there will always be those
customers that are so challenging you sometimes pretend you’re in a meeting
rather than take their calls! Since you can’t avoid them forever, this seminar
will teach how to manage your hot buttons, set healthy boundaries, and reduce
attacks. Learn how to respond professionally while maintaining respect for your
own rights.

Creating Positive First Impressions: Is the image you project the one that you
intend? Or, do people get the wrong idea about you? You have thirty seconds
or less to make a first impression. Whatever happens during that time sets the
stage for future relationships. You’re either creating positive impressions that
open doors, or negative impressions with untold consequences. Discover what
the latest brain research tells us about the subtle ways we form impressions
and expectations and how to apply that information to improve your
communication style in practical ways.


Friday, October 7th


9:15am-Noon
Open Forum~Leaders Sharing Expertise
Details coming soon.

1:30-4:45pm
Belts and Suspenders of the Credit Department: Before, During and After a
Chapter 11 Proceeding

Speaker: Wanda Borges, Esq.

In today’s economy, credit executives often deal with a customer who seems
to be sliding toward a chapter 11, is in a chapter 11 proceeding or has just
emerged from a chapter 11 proceeding. You want to protect your company
from bad debt but don’t want to risk a preference exposure. In a chapter 11,
you may want to sell to that Debtor-in-Possession but are unsure what are
your rights and protections. And, you may not be sure when a customer is
or is not “out of bankruptcy.”

This program has been designed to provide you with the belts and suspenders
possible in each of these instances.  Issues which will be discussed include...

Tools available to protect your company prior to a bankruptcy proceeding:

  • Quick Guide to Guaranties
  • Letters of Credit
  • Credit Insurance
  • Purchase Money Security Interests

Guidelines to doing business with a chapter 11 debtor and how to make
that decision:

  • 503(b)(9) Administrative Claims
  • Executory Contracts
  • Critical/Essential Vendor treatment
  • Financing/Cash Collateral Orders
  • Monthly Operating Reports

When is your customer really “out of bankruptcy” and what does this mean?

  • Plan Process
  • What Confirmation means?
  • What Dismissal means?
  • What is a "discharge" and who or what gets it?


Saturday, October 8th


9:00-10:00am
The Three Dimensional Credit Manager
Speaker: Tom Shimko, CCE
Learn how to maximize your overall job performance by working effectively
within the three dimensions of Sales, Credit and the Customer. This session
will help you understand how to motiviate the sales department and the
customers to work with you to achieve mutual goals.

Topics to be covered include:

  • Sales as perceived by Credit; Credit as perceived by Sales
  • The Sales-Credit-Customer Partnership
  • Using the power of information to build relationships

This session will be interactive and allow the attendees to view how they are
perceived as credit professionals by others.

10:15-11:15am
Developing Your Own Scoring Model
Speaker: Connie Thomas, CCE, MBA
This session guides you on how to use Excel to develop your own method
of scoring credit reports. The presentation discusses how a scoring model
tailored specifically for your company can insure the consistency of results.

Sample information will be entered into a scoring model from a company’s
financial statements to produce an Altman Z score. From this example, the
speaker will expound on what the result means and why it is important.

 


Registration

Full Delegate registration includes:

  • Admission to educational sessions
  • Thursday’s evening reception
  • Friday’s lunch and dinner party
  • Conference tote bag and session materials
Extended to Sept. 9th!
by September 2 after September 2
CFDD & NACM Members $350 $400
Non-members $450 $500
Friday Dinner Ticket for a Guest $59 $59

 

REGISTER



Refund and Cancellation Policy

All cancellations and requests for refunds must be made in writing to
conventions_info@nacm.org. Registration fees, less a $50 processing charge, will
be refunded for written cancellations received by NACM-CFDD on or before
September 2, 2011. Between September 3 and September 12, 2011, only 50%
of the fee will be refunded for written cancellation requests. Due to financial
obligations, no refunds will be issued for
cancellations received after September
12, 2011; however, substitutions may be made at anytime.


 

Hotel Information

The 2011 CFDD National Conference will be hosting its conference at the
Cincinnati Airport Marriott. All meetings and sessions will take place in the
Marriott, unless otherwise noted.

CFDD has negotiated a conference room rate of $102.00 single/double,
plus applicable taxes. Reservations can be made by calling 1-800-696-0165
and stating that you are a part of the NACM-CFDD group. The CFDD
National Conference hotel rate cut-off is September 14, 2011, based on
availability. Reservations must be accompanied by a first night room deposit,
or guaranteed with a major credit card.




Cincinnati Airport Marriott exterior view
Cincinnati Airport Marriott lobby

The Cincinnati Airport Marriott offers award-winning service and amenities
perfect for business and leisure travelers, but it is located only a half mile from
the airport. Just a short complimentary shuttle ride from CVG Airport, the hotel
is just minutes from downtown Cincinnati.

Hotel guests enjoy the Revive bedding, large work area in all rooms and
features essential amenities, including an on-site fitness center, indoor lap
pool and concierge level.

To make a room reservation at the Cincinnati Airport Marriott:

call
800-696-0165

reference
NACM-CFDD

by
September 14, 2011
OR
use the following link: Make a Reservation Online

--left, gray column on this page automatically populates with the conference dates and group code for your convenience.


Continuing Education Unit (CEU) Information

The Education Department of the National Association of Credit Management has reviewed the educational content of this program. Participants attending this program will earn continuing education units (CEUs).

These continuing education units have been awarded in accordance with the standards recommended by the International Association for Continuing Education and Training. The CEU is a nationally recognized unit designed to provide a record of an individual’s continuing education accomplishments. One CEU is awarded for each 10 contact hours of instruction.



Partner Event / NACM-MLBS Seminar

On the morning of October 6th, the NACM Mechanics' Lien and Bond Service (MLBS) is
holding a seminar at the Cincinnati Airport Marriott. This special timing gives CFDD
National Conference attendees a unique opportunity to join both events. Registration is
separate, but a special enrollment cost for the MLBS event has been established for
CFDD conference attendees. So keep this event in mind when making your travel and
hotel arrangements.

For more information on this partnering event, please visit the MLBS workshop page.



Sponsorships

Help us make the CFDD National Conference an event to remember... become a conference
sponsor!

- Have your company or chapter acknowledged online and in printed conference materials
- Recieve one complimentary conference registration
- Build professional relationships and make new life-long friends

Help us plant the seeds to success through a sponsonship.

Download the Sponsorship Form now. (Word document form)


 

Silent Auction Benefitting the CFDD Scholarship Fund

Always a fun and fabulous event, our Silent Auction is an annual fundraiser that benefits
the national CFDD Scholarship Fund. We encourage all CFDD members to contribute
to this event in an effort raise funds that give back to fellow credit professionals as they
strive to continue their educations and remain active in their industry.

We are accepting donations until September 15, 2011. We urge you to donate, big or
small, to once again make this a stellar event!

Download the Silent Auction Donor form. (Word document form)

Please contact Melanie Brohawn with questions at 410-740-5560.

 

 

 


HOTEL REGISTER SCHEDULE SESSION DESCRIPTIONS CEU
Information
CONFERENCE SPONSORSHIP MLBS PARTNER EVENT SCHOLARSHIP FUND SILENT AUCTION

2012 Conference Photo Highlights

2012 CFDD Conference Photo Highlights

Schedule of Events*





Wednesday, September 19th
5:00-8:00 CFDD Board Meeting

Thursday, September 20th
8:30-11:00 Registration Open
9:00-10:30 Welcome & Business Meeting
10:30-12:00 Building a Strength-Based Leadership Culture Patrice Altenhofen, JD, MBA
12:00-1:15 Lunch
1:15-3:15 Practical Analysis When Reviewing Customers: Determining Credit Limits w/Out Financials Edwin Bell, PhD, CBA, ICCE
3:30-5:00 Positive Language in Communications –
Evaluating the Words you Choose
Nancy Watson-Pistole, CCE, ICCE
5:30-7:30 Networking Social featuring a Silent Auction




Friday, September 21st
7:30-9:00 Registration Open / Continental Breakfast
7:30-9:00 Chapter Presidents' & Vice Presidents' Breakfast
9:15-11:00 Negotiating Collections Phillip Bednar, Esq., Lasher Holzapfel Sperry & Ebberson, Esq.
11:00-12:00 Best Practices Roundtable Moderator:
Heidi Lindgren-Boyce, CCE
12:00-1:15 Lunch
1:15-2:45 Business Ethics and the Credit Professional Jim Hopkins, Esq.

3:00-5:00

Maximizing Employee Engagement Jenna Reed, JD, MBA
6:00 Networking Dinner Party
& Dessert Auction

Margaritaville




*Please note-this schedule is subject to change.


Session Descriptions

Thursday, September 20th

10:30-12:00
Building a Strength-Based Leadership Culture
Presenter: Patrice Altenhofen, President of Cascade Employers Association, is a Strengths Essentials Facilitator

The single best predictor of a consistently high-performing team is the answer to this question:
"At work, do you have the opportunity to do what you do best every day?"
At a time when organizations are trying to do more with fewer people, it's critical to engage each person's strengths, and do it at scale across the organization. The strengths movement isn't about making people happier; it's about making organizations more productive. It's about yield. The best companies are made up of great teams. And those teams have individuals who know their strengths, take them seriously and offer them up to the organization. They're more profitable, more productive, less likely to quit, less likely to have accidents on the job…the list goes on.

Strengths Essentials is a program from The Marcus Buckingham Company, designed to guide participants through a step by step process to identify and leverage their individual strengths.

In this workshop you will learn:

Why Strengths?
Learn the research that demonstrates why playing to your strengths will enable you to be your most productive.

Myths & Truths
Discuss the challenges associated with implementing a strengths-based approach and how to overcome them.

Identifying Your Strengths
Explore the 4 SIGNs of a strength and learn the process for identifying your unique strengths.

Strengths At Play
Determine the steps you will take to proactively spend more time leveraging your strengths in your work.

1:15-3:15
Practical Analysis When Reviewing Customers: Determining Credit Limits w/Out Financials
Presenter: Edwin Bell, PhD, CBA, ICCE

One of the biggest challenges a Credit Analyst or Credit Manager will face is how to determine the proper amount of credit risk and exposure to accept. This is especially difficult when financials are either out of date or not assessable. This presentation looks at how to perform the credit review process without financials; what information to gather, what to look for, what questions to ask, how to get it, and what to do with it.

3:30-5:00
Positive Language in Communications – Evaluating the Words you Choose
Presenter: Nancy Watson-Pistole, CCE, ICCE

Written or spoken, words are continuously propelling us through life. They lift us up, drag us down, wound us deeply or heal our hearts. Words have the power to break confidences, build life long alliances or start wars. Words can make or break us, both as individuals and as a society. What have you been saying lately? The words you speak or write can have a profound effect on the people they reach. Learn how to choose the words that will build people up and inspire vision, strength and influence into people through the usage of positive communication.

Friday, September 21st

9:15-11:00
Negotiating Collections
Presenters: Phillip Bednar, Esq., Lasher Holzapfel Sperry & Ebberson

Attorney Phil Bednar will discuss how to handle collections negotiations with your customers. Phil will address important questions such as: contract issues, negotiating with customers in financial trouble, assessing your bargaining power, and forms of agreements you can use to shore up the collectability of your A/R.

1:15-2:45
Business Ethics and the Credit Professional
James H. Hopkins, Esq.

Credit Ethics are more important and perhaps more complex the ever. Credit professionals may find themselves facing complex ethical situations daily. This seminar will use case studies and lectures to examine those tough situations confronting the Credit Professionals and discuss how ethical solutions may be reached. Participants will learn why ethics are important, how to approach ethical dilemmas and how to work to reach viable solutions.

3:00 – 5:00
Maximizing Employee Engagement
Presenter: Jenna Reed, Director, Human Resource and Compliance Services

During the economic recovery, employers increasing focus on employee engagement will recover faster and reap the rewards including process improvements, increased morale, better productivity, greater profitability, lower turnover and overall improved organizational performance.

Key learning points include:

  • Ten indicators of employee engagement to compare with your organization
  • Tools to identify and measure employee engagement levels
  • Specific, effective low-cost strategies to build and maintain employee engagement

Now is the time to stop talking about employee engagement and do something about it.


Registration

Full Delegate registration includes:

  • Admission to educational sessions
  • Thursday's lunch and evening reception
  • Friday's lunch and dinner party
  • Conference tote bag and session materials

 


by August 3 10
after August 3 10
CFDD & NACM Members $350 $400
Non-members $450 $500
Friday Dinner Ticket for a Guest $59 $59

Refund and Cancellation Policy
All cancellations and requests for refunds must be made in writing to
conventions_info@nacm.org. Registration fees, less a $50 processing charge, will
be refunded for written cancellations received by NACM-CFDD on or before
August 3, 2012. Between August 4 and August 17, 2012, only 50% of the fee will be refunded for written cancellation requests. Due to financial obligations, no refunds will be issued for cancellations received after August 17, 2012; however, substitutions may be made at anytime.


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Hotel Information

The 2012 CFDD National Conference will be hosting its conference at the Seattle Airport Marriott. All meetings and sessions will take place in the Marriott, unless otherwise noted.

CFDD has negotiated a conference room rate of $129.00 single/double, plus applicable taxes. Reservations can be made online. Please state that you are a part of the NACM-CFDD group. The CFDD National Conference hotel rate cut-off is August 29, 2012, based on availability. Reservations must be accompanied by a first night room deposit, or guaranteed with a major credit card.





The Seattle Airport Marriott offers award-winning service and amenities perfect for business and leisure travelers. Each of the 459 newly renovated guest accommodations are Wired For Business, equipped with the latest technology, and feature the luxurious Marriott Revive bedding package along with upscale amenities. Start your day with a complimentary newspaper delivered straight to your door, order breakfast in your room, or sample the many tasteful options offered at Aquaterra Restaurant and Atrium lounge. Seattle Airport hotel guests experience a refreshing change of pace in the beautiful indoor atrium pool and can catch that overdue workout in the 24-hour Fitness Center. Complimentary shuttle service to SeaTac Airport is also available.

To make a room reservation at the Seattle Airport Marriott:


Reference
NACM-CFDD

by
August 29, 2012



Use the following link: Make a Reservation Online

To make a reservation for or upgrade to a concierge level room, use this link: Concierge Level Room Reservation

Please note that there are limited concierge level rooms available and a room rate increase is applicable for these rooms.


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Continuing Education Unit (CEU) Information

The Education Department of the National Association of Credit Management has reviewed the educational content of this program. Participants attending this program will earn continuing education units (CEUs).

These continuing education units have been awarded in accordance with the standards recommended by the International Association for Continuing Education and Training. The CEU is a nationally recognized unit designed to provide a record of an individual's continuing education accomplishments. One CEU is awarded for each 10 contact hours of instruction.


Sponsorships

Help us make the CFDD National Conference an event to remember... become a conference
sponsor!

- Have your company or chapter acknowledged online and in printed conference materials
- Receive one complimentary conference registration
- Build professional relationships and make new life-long friends

Help us plant the seeds to success through a sponsonship.

Sponsorship Form (Word Doc)


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Silent Auction Benefitting the CFDD Scholarship Fund

Always a fun and fabulous event, our Silent Auction is an annual fundraiser that benefits
the national CFDD Scholarship Fund. We encourage all CFDD members to contribute
to this event in an effort raise funds that give back to fellow credit professionals as they
strive to continue their educations and remain active in their industry.

We urge you to donate, big or small, to once again make this a stellar event!

Silent Auction Donor Form (Word Doc)

Please contact Melanie Brohawn with questions at 410-740-5560.


MLBS Partner Event

MLBS Workshop - Liens and Bond:  Managing the Process from a National Perspective
Thursday, September 20th -- 8:00am-Noon
Presented by Chris Ring, MLBS

Construction oriented credit managers deal with unique payment objections like “I can’t pay
you until I’ve been paid” along with unique receivable issues resulting from retainage and back-charges.  Additionally, lien laws are state specific so knowing what you have to do and when you have to do it in each state to maintain and enforce your lien rights is critical. This 4 hour seminar is designed to guide you through the complexities of construction credit in an educational and entertaining environment.

Special Price for CFDD Conference Attendees - $109

Regular Attendee Price (anyone not registered for the CFDD Conference) - $125

Register for this workshop


National Association
of Credit Management

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

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