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Conference Schedule

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

2016 NACM Regional Conferences

Eastern Region Credit Conference

Eastern Region Credit Conference

September 14-15, 2016
Rochester Airport Marriott
Rochester, NY

Hosted by: NACM Upstate New York

Register Here

All South Credit Conference

All South Credit Conference

September 18-20, 2016
Hyatt Place Fort Worth
Historic Stockyards
Fort Worth, TX

Hosted by: NACM Southwest

Register Here

Western Region Credit Conference

Western Region Credit Conference

October 12-14, 2016
Renaissance Seattle Hotel
Seattle, WA

Hosted by: NACM Business Credit Services

Register Here

Central Region Credit Conference

Central Region Credit Conference

November 9-10, 2016
Crowne Plaza Hotel
Independence, OH

Hosted by: NACM Great Lakes Region

Register Here



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CFDD National Conference

CFDD National Conference

September 21-22, 2017


CFDD National Conference
Embassy Suites by Hilton Omaha—Downtown/Old Market
Omaha, NE

The CFDD National Conference is being held at the lovely Embassy Suites by Hilton Omaha—Downtown/Old Market.

The special conference room rate is $149 a night for single/double occupancy.

Please call 1-800-Embassy, and request the CFDD National Conference. Or, to make reservations online please visit:

The hotel deadline is September 5th, based upon availability.


Early Bird Deadline – August 11, 2017 – Register now to save!

   By Aug. 5          After Aug 5
 Member    $399    $450
 Non-Member    $475    $525
 Additional Friday Dinner Ticket                $  69    $  69


Refund Policy: All cancellations and requests for refunds must be made in writing to This email address is being protected from spambots. You need JavaScript enabled to view it. Registration fees, less a $50 processing charge, will be refunded for written cancellations received by NACM-CFDD on or before August 11, 2017. Between August 12 and August 25, 2017, only 50 percent 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, 2017; however, substitutions may be made at anytime.

Educational Sessions

Conference Schedule Coming Soon....


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

  • Have your company or chapter acknowledged online
  • Build professional relationships and make new life-long friends

Become a part of our TEAM through a sponsorship.

Sponsorship Form

Silent Auction

CFDD National is excited to again be hosting a Silent Auction at our National Conference. We are seeking donations from CFDD members, member companies and chapters for the CFDD-National Silent Auction. All proceeds go to our scholarship fund…which in turn, benefits YOU! Let’s make this a great event and aid in awarding more scholarships to our members.

All donations are tax deductible. Some items of interest are, but not limited to:

  • Gift cards (starting at $25) to national chain restaurants and stores
  • Electronics
  • Jewelry
  • Purses

We ask that all donations be received by August 11, 2017.

Please help us make this fundraiser a success as we strive to grow the fund and award scholarships to our dedicated members!

Silent Auction Donation form


New Knowledge & Learning Center 2

Knowledge & Learning Center

NACM is committed to assisting every member, meeting their needs and addressing their concerns by offering easy-to-obtain, high-quality products, services and programs.

Here you will find valuable tools for the credit professional, including links to training resources, online education, useful forms and timely publications.

Take advantage of these resources and so much more as a member of NACM.

Find out about Membership and Join Now.


Export Compliance & Regulations Webinar Module 1

OFAC , UN, EU Embargo

General Information

Time: EU: 3pm CET; 2pm GMT;
US: 10am ET; 9am CT; 8am MT; 7am PT

Cost: Members: $95 per module  
NonMembers: $195 per module
Purchase all 4 before March 4th and receive a 10% discount.

NACM Webinars are easy,
so convenient and so worth it!
Reserve your spot now!

Click here to view the online webinar schedule.


For companies exporting goods internationally, keeping pace with export compliance requirements is challenging in today’s global economy. Regulations and related restricted or denied-party lists change constantly, as do the numerous export documentation rules and formats in individual countries across the World. Since the onset of the recent global economic downturn in 2007, the issue of corporate compliance is now an integral role for many credit managers. Failure to follow compliance and regulations can lead to major difficulties in collecting your A/R Portfolio across different regions of the world and result in a reduced DSO. This, in turn impacts working capital, affecting different departments within a corporate environment.

FCIB’s newly refreshed Export Compliance & Regulations course will run over a period of 4 weeks from March-May 2016. Each Module will last 60 minutes and cover off important elements required for compliance. You can choose to register for all 4 modules or take each module on an individual basis.

Export Compliance & Regulations Webinar Module 1 Overview

1. OFAC , UN, EU Embargo

This module will deal with the following issues:

  • Main points of the OFAC regulations
  • Main points of EU Embargo rules
  • Main UN rules on Embargo
  • Overlap in these rules
  • Differences in these rules



Fred Dons, director at Deutsche Bank (DB) Amsterdam, has worked in trade finance for more than 25 years and currently heads up the Trade Finance Commodity team. In addition to his role within DB, Fred also delivers many course on the subject both internally and externally around various colleges in the Netherlands. His expertise is highly valued and sought after and has enabled FCIB to bring this new offering to our worldwide members.


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