2012 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.


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


*Please note-this schedule is subject to change.

Session Descriptions

Thursday, September 20th

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.

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.

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

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.

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.


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 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.

Top of Page

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:


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.

Top of Page

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.


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

- 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)

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.

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

Let's Get Social!

NACM's Preferred
Software Providers

Discover More About NACM

Credit Congress
NACM's Annual Conference

Our History
Over 100 Years of History