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Business Credit Magazine

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Scholarship Program

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Discount Programs

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Lien Navigator

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NTOs & Notice of Commencement

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UCC Filings

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Mechanics' Liens

Credit Congress
Online Credit Courses

Online Courses

Live Credit Risk & Management Webinars

Live Webinars

Credit Learning Center

Credit Learning Center

Professional Designation Program for business credit, credit risk assessments, credit law, international credit and credit risk management

Professional Designation Program

Credit & Collections Webinars on Demand

Webinars on Demand

Certificate Programs for your Credit Department or Credit Career

Certificate Programs

Graduate School of Credit & Financial Management

Graduate School of Credit & Financial Management




Conference Schedule

Wednesday, September 21

4:00 - 7:00pm

CFDD Board Meeting

Thursday, September 22

9:00 - 10:15am

Business Meeting

10:15 - 10:30am


10:30 – 12:00pm

Credit Applications and Credit Terms: The First Line of Defense

This session will provide an overview of credit applications and an explanation of common terms and conditions. The speaker will discuss what information needs to be in your credit applications and why you need it. The speaker will also provide easy to understand explanations of common credit terms and conditions and real life “war stories” of how your terms and conditions can save the day. Finally, this session will discuss personal guarantees, promissory notes and offer suggestions for improving your credit applications.

  presented by Matthew Jameson, Esq.

12:00 - 1:15pm


1:15 - 2:15pm

Tips and Tricks to Make Life Easier in Excel

This excel session will walk you through prepping and analyzing an aging report using the following functions: Macro, Vlookup, Find and Replace, Advanced Sorting, Pivot Tables and some other miscellaneous functions to make using Excel easier and more efficient.

presented by Marlene Groh, CCE, CICP

2:15 - 2:30pm


2:30 - 3:30pm

Cyber Security: Is Your Company at Risk?

Credit managers want to know what is required to protect confidential customer information, and what action they should take to protect their companies from liability. This session will answer these questions, and more. We will discuss: laws regarding cybersecurity; the standards companies must comply with to avoid liability for cybersecurity breaches; and, practical examples of actions credit professionals should take to protect customer information.

presented by Rebecca Hicks, Esq.

3:30 - 3:45pm


3:45 - 4:45pm

Seven C’s of Effective Business Communication

We tend to focus our training and education on specific credit areas such as bankruptcy, antitrust or how to get paid quicker – hard skills that are easy to observe, quantify and measure. While hard skills are necessary to do our jobs, soft skills have become increasingly more important in today’s workplace. These ‘people skills’ or ‘interpersonal skills’ are typically hard to observe, quantify and measure. Soft skills are needed for everyday life as much as they are needed for work. They have to do with how people relate to each other: communicating, listening, engaging in dialogue, giving feedback, cooperating as a team member, solving problems, contributing in meetings and resolving conflict. The Seven C’s of Effective Communications will provide a blueprint for this important part of business success.


presented by Nancy Watson-Pistole, CCE, ICCE

5:30 - 7:30pm

Networking Social featuring a Silent Auction

Friday, September 23 top

9:00 - 10:45am

Social Media as a Tool to Identify and Evaluate Credit Risk: The Technology, Best Practices and Legal Considerations for the Credit Team

Many credit teams in the B2B space are considering social media (SM) to improve evaluating credit risk factors, especially with the small and mid-sized companies. The interplay of SM and the trade relationship is the customer’s use of SM in order to increase market presence, and a supplier’s credit team’s use to evaluate and monitor credit risks through sites like LinkedIn, Facebook, Twitter, Google and Yelp (along with many others).
The session will consider SM sites that may be used by credit teams at the new account stage to expand credit scoring criteria, and as an early indicator of credit risk with existing accounts. Laws that may impact credit teams and SM include the FACT Act, FCRA, ECOA, FTC Red Flags, and the Sherman Act. The session will also address the credit team’s best practice with SM, including adopting SM in the credit and collection policy.

  presented by Scott Blakeley, Esq.

10:45 - 11:00am


11:00 -12:15pm

Economic Outlook

Mr. Garriga will present an overview of the state of the US economy (GDP, employment, prices). He will go on to discuss the stance of monetary policy with emphasis on the main challenges for the normalization process (interest rates moving away from zero). He will further talk a bit about the forecast of output and inflation. Lastly, Mr. Garriga will conclude with discussion about the indices of economic sentiment and uncertainty.

  presented by Carlos Garriga

12:15 - 1:15pm


1:30 - 3:00pm

Key Bankruptcy Issues from The Vendor’s Perspective: A Point-Counterpoint Discussion

A trade creditor’s ability to navigate the waters of a customer’s bankruptcy can be tricky.  Understanding the issues arising in a bankruptcy case and their impact on trade creditors and other constituencies will assist in dealing with the bankruptcy process and the other parties involved.  Our panel of experienced bankruptcy practitioners will present a point-counterpoint discussion of the different perspectives on a number of hot issues, including: 

  • Are claims based on drop-shipments entitled to priority status as a 20-day goods / § 503(b)(9) administrative claim?
  • Hot consignment issues arising out of the Sports Authority bankruptcy
  • Preference claims / defenses
    • Whether the new value defense is lost for court-approved paid invoices that are part of a vendor’s 20-day goods / § 503(b)(9) administrative claim
    • Different approaches to compare payments prior to and during the preference period in proving the subjective part of the ordinary course of business defense
  • Application of prepetition credits / deductions / allowances in determining the amount of a creditor’s 20-day goods / § 503(b)(9) administrative claim – does the debtor have the option to first use these offsets to reduce a creditor’s § 503(b)(9) administrative claim, or can the creditor elect to first use these offsets to reduce its remaining prepetition general unsecured claim?

  Scott Blakeley, Esq. Blakeley & Blakeley LLP) and   Jason Torf, Esq. (Horwood Marcus & Berk Chartered) and Jeff Prol, Esq.( Lowenstein Sandler LLP)

3:00 - 3:15pm


3:15 -5:00pm

Best Practices Roundtable

  moderated by Wendy Bartlett, CCE

Networking Dinner & Dessert Auction