Conference Schedule

Wednesday, September 20

3:00 - 6:00 pm

7:00 pm

CFDD Board Meeting

Meet & Greet

Thursday, September 21

8:00 - 8:45 am

8:45 - 9:00 am

9:00 - 10:30 am

Continental Breakfast

Conference Welcome
Ellen Wodiuk, CCE, ICCE

Leaders vs. Managers

This interactive session will involve the entire audience and is designed to help participants discover if they have more manager or leader skills. It will provide different perspectives on ways to handle complex and everyday workplace situations. We’ll also help members become more comfortable presenting in front of their peers and develop their leadership skills through small group interaction and role play.
led by: Marlene Groh, CCE, ICCE and Val Hardesty, CBA, CICP

10:30 - 10:45 am


10:45 - 12:00pm

Predicting the 2018 Economic Future: Risky Business

Yogi Berra said that "it's tough to make predictions, especially about the future." In this session, we will attempt to paint the economic outlook for the rest of 2017 and all of 2018, and give participants a few key things to watch. We may (time permitting) even get bold and look at some possible "Black Swan Events" that are starting to stir!
presented by Keith Prather

12:00 - 1:00 pm


1:15 - 2:45 pm

Financial Ratios: What Do They Mean?

This critical session will give an overview of why financial statements are used and what purpose each type serves. Program highlights include: balance sheet basics and ratios; income statement basics; profitability/efficiency ratios basics; statement of cash flow (direct vs. indirect methods); collections KPIs and more!
presented by Lori Jones, CCE

2:45 - 3:00 pm


3:00 - 4:30 pm

Adapting to Change through Mergers & Acquisitions

Mergers and acquisitions are happening all around us. If you have not experienced this yet, you may in the future!   We’ll learn first-hand about the many changes that come about, along with some tips and tools to successfully adapt to those changes. Discussion will center on how cultures merge (credit policy, calculations, collections); personal issues (wages, education, training); customers’ pain (name changes, systems); and contracts and membership (professional organizations, agencies)…come ready to share your experiences!
presented by Mary Moore, CBA and Dave Beckel, CCE

4:30 - 5:00 pm

Recap of “Best Tip of the Day”
Ellen Wodiuk, CCE, ICCE

5:30 - 7:30 pm

Networking Social featuring a Silent Auction


Friday, September 22 top

8:00 - 9:00 am

9:00 - 10:15 am

Continental Breakfast

Business Meeting

10:15 - 10:30 am


10:30 am - 12:00 pm

Strategically Unveiling Potential Revenue Streams for your Company’s

Bottom Line

Customer “Push Back Terms” are becoming more atrocious with their delayed payment tactics and are being forced down our company’s proverbial throats more frequently.  How much do these delayed payments affect your bottom line? How do you renegotiate so that your credit team doesn’t have to strain B2B relations and impact sales? What about 3rd party finance companies offering descending early pay options--are these viable in exchange for waiting 90 or 120 days for funds?  Does your company offer volume ‘rebates’ or early pay ‘discount’ programs?  Do your customers abuse the programs by taking unauthorized deductions? We will review the latest 'push back' terms and discuss the actual costs of accepting those terms and how to use these bottom line costs to get your upper management's attention. We’ll also dissect the real costs of rebate programs versus cash discounting, by sharing an innovative early pay program that promotes sales, increases cash flow and transforms your credit department into a revenue center.

presented by Chris Birdwell and Heidi Lindgren-Boyce, CCE

12:00 - 1:00 pm


1:15 - 2:45 pm

Customer First!

This is an entertaining and interactive session on how to utilize a Customer First Initiative to maximize profits, minimize risk and accelerate cash flow. This is an adaptable initiative/approach that will positively impact your A/R performance and relationships to position you and your department for continual success.

presented by Bob Karau

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

6:00 pm

Closing Comments
Ellen Wodiuk, CCE, ICCE

Networking Dinner & Dessert Auction