2018 CFDD National Conference

Race To Knowledge

Download the Conference Schedule


Monday, November 26


3:00 - 5:00 pm

Chapter Leadership Meeting

5:30 – 6:30 pm

Board Meeting

6:45 pm

Meet & Greet


Tuesday, November 27


8:00 - 8:45 am

Continental Breakfast

8:45 – 9:00 am

Conference Welcome


Val Hardesty, CCE, CICP

9:00 - 10:15 am

It’s not about you, it’s about your audience.


What audiences want from you in a presentation!


Have you ever delivered a presentation that did not get the results you wanted? Did it take endless hours to develop? Was the audience yawning? Did you lose their interest half way through your PowerPoint? You are not alone! Come and join Jackie Weathers and learn how to captivate your audience by giving them what they want in a succinct and engaging way. In this interactive session, you will learn what audiences want from their presenters and the top ten terrible turn-offs. You will be able to utilize this great information immediately in your next presentation.


led by: Jackie Weathers

10:15 - 10:30 am


10:30 am - 12:00 pm

Credit Applications: Goldilocks (Too much, too little, just right)”?


Credit applications are the central document for any credit department. Most lawyers would like for them to be several pages long. Most credit managers would like them on a single page. This session will review the general information, terms and conditions for commercial credit applications including what is essential, what is preferable, and what is optional. We will touch on the distinction between commercial and consumer credit applications, but focus on business credit, including guaranties.


presented by Nan Hannah, Esq.

12:00 - 1:00 pm

Networking Luncheon

1:15 – 2:45 pm

When Customers Don’t Pay in Full –


Are we really reading the Story our Customer is delivering?


In this session, we will explore the importance of the story that customer deductions tell us - as we may not be seeing the ‘Big Picture’ that will improve customer experience and protect our profits.  In an open dialogue we will explore how to evaluate root causes, gain cooperation and engagement within our organizations as well as focus on listening to the Customer Story that payment deductions tell us  - they are, after all, a form of the  precious gift of feedback.


presented by Kerri McCullough

2:45 - 3:00 pm


3:00 - 4:30 pm

Making a Confident Credit Decision


As credit professionals, we work hard to request/obtain valuable credit information during an investigation to make a well-informed credit decision. This session reviews the most reliable sources of information used to gather details about a prospective customer’s credit worthiness and how to best use this information to reach a confident credit decision that maximizes profit and minimizes risk of loss to your business. This interactive program includes a short case study soliciting small groups to evaluate credit documentation and collectively making a credit decision. We will discuss each group’s decision, based on the evaluation of credit information provided. Guaranteed to be an educational, informative, and eye-opening session to build confidence in making that all important credit decision!!


presented by Brett Hanft, CBA



4:30 pm

End of Day Announcements

5:30 – 7:00 pm

Networking Social featuring a Silent Auction




Wednesday, November 28


8:00 - 8:45 am

Continental Breakfast

8:45 - 10:30 am

Business Meeting

10:30 - 10:45 am


10:45 am - 12:00 pm

Building a “Best in Class” Workplace


Question - who wants to work for a “Best in Class” workplace?
Answer - everyone!

In this session, you will learn not only how to build a “Best in Class” workplace, but, if you are on the other side of the fence, how to work for one as an employee. Discussion includes defining “Best in Class,” Smart Sourcing, Driving a Thriving Culture, and Creating C-Suite Buy-In.

presented by DeLinda Goodman, CCE

12:00 - 1:00 pm

Networking Luncheon

1:15 - 2:45 pm

Trade Creditor Beware: Lessons Learned from Toys R Us and Sports Authority


The Toys R Us and Sports Authority bankruptcy cases were two of the largest retail cases in recent history.  Not everything went right for trade vendors – in fact, things went quite wrong.  Rather than repeating mistakes, this session will explore some of the key lessons that trade vendors can learn from these two recent cases so they can use those lessons to protect themselves better when dealing with financially troubled customers in the future.


presented by Jason Torf, Esq.



2:45 - 3:00 pm


3:00 - 4:45 pm

Best Practices Roundtable


A conference favorite! Join this open peer exchange as your most difficult challenges are brought forth and solutions are discussed. Delegates are encouraged to participate by posing questions, adding insights, sharing experiences and proposing solutions. A moderator will help keep the conversation flowing and productive to maximize on the time available.


moderated by Wendy Mode, CCE, CICP



4:45 - 5:00 pm

Closing Comments


Val Hardesty, CCE, CICP



6:00 pm

Networking Dinner & Dessert Auction