CFDD 2025 at the Credit Congress

Have You Cashed in on Your Well-Deserved Upgrade?

Speaker: Sheila Roames, CCE

We'll explore the profound impact that leadership self-care has on overall team well-being and organizational success. Research shows that when leaders prioritize their own self-care, their employees follow suit, resulting in improved team health, stronger inter-company relationships, and enhanced connections with clients. This session will delve into actionable strategies for leaders to nurture their own well-being, creating a ripple effect that boosts productivity, morale, and customer satisfaction across the business.

Building a Championship Credit Team: Staying at the Top of Your Game

Speaker: DeLinda Goodman, CCE

Just like a championship sports team, a top-performing credit team requires strategic recruitment, continuous development, and a cohesive game plan to stay on top. In this session, we'll explore the key steps in building an all-star credit team. Learn how to draft the right players (recruitment), run effective practice drills (skill development), strengthen your core competencies (advanced training), foster teamwork, and ensure you have a deep bench to handle any challenge. Whether you're aiming for a strong season or a long-term dynasty, this playbook will help you build a credit team that’s always ready for the win!

Fraud Attempts at Every Turn:
Key Learnings on How to Be Prepared When Fraudsters Come Knocking on Your Door!

Speaker: Speaker: Brett Hanft, CBA

Fraudsters continue to develop increasingly intricate ways to steal product and money from your business. Phishing schemes are still entirely too prevalent and effective, but you’ll be surprised to hear about the new and creative ways people have successfully been able to defraud businesses. In this interactive session, key learnings will be shared and discussed, in detail, from actual examples of the most recent ways attempts have been made to defraud businesses. In this session, best practices will be suggested on how credit and finance professionals can be at the top of their game working diligently to keep fraudsters at bay.

Mastering the Transition: Strategies for Success as a New Credit Manager

Speakers: Marlene Groh, CCE, ICCE and Val Hardesty, CCE, CICP

Stepping into a new credit manager role at a new company can be both exciting and daunting. This presentation will provide essential strategies for successfully navigating the transition, focusing on team dynamics, credit policy implementation, stakeholder communication, and data-driven decision-making. Attendees will gain practical insights and a roadmap to enhance their effectiveness in their new positions, fostering a productive environment that promotes growth and stability.

Best Practices for Building Trust

Speaker: Nancy Watson-Pistole, CCE

Trust—it's the basis of any good relationship. You trust that the fruit at your favorite grocery store will be fresh and edible. You trust that your chai tea latte will taste the same no matter which Starbucks you visit. You trust that your hairdresser isn’t going to give you a pixie cut when you’ve only asked for a trim. So, what happens when that trust is violated? It puts the relationship at risk and can even sever it. The same dynamic is in play at work. You trust—assuming you’ve hired the right people—that your employees are capable and performing to the best of their abilities. But do you know whether your employees trust you? Trust is crucial in the workplace for several reasons. When employees trust their leaders and colleagues, it fosters ethical decision-making, promotes loyalty, and increases the willingness to remain with a company. Trust also plays a vital role in reducing stress levels and hostility in the work environment. Additionally, trust helps overcome resistance to change. Developing and nurturing trust within the workplace is essential for a healthy and productive work environment. What is the secret to building trust with your teams? By the end of this session, attendees will leave with practical tools and strategies to develop stronger relationships with their teams, promote loyalty, and drive better business outcomes through trust.

Best Practices Roundtable Discussion

Moderator: Wendy Mode, CCE, CICP

Join this open peer exchange as your most difficult challenges are brought forth so that solutions and best practices can be shared. Attendees are encouraged to participate by posing questions, adding insights, sharing experiences, and proposing solutions.

Navigating Credit & Recovering in a Softening Market: What’s Impeding Timely Payment?

Speakers: Anissa Martin, CCE and Alaina Worden, CCE

Effective recovery is par for the course in the credit and accounts receivables industry. In a market where demand is decreasing, or buyers are exiting, it’s necessary to identify industry and payment trends that support timely recovery. Join this networking discussion to uncover strategies and objectives for effective recovery best practices, appropriate resources, and technology that prevent revenue loss. Let’s beg, borrow or steal together, as we support one another with getting it done!

Harmonizing Hard and Soft Skills for Career Success

Speaker: Nancy Watson-Pistole, CCE

In today’s fast-evolving workplace, achieving success requires more than just technical expertise. This session is designed to help participants understand the importance of balancing hard and soft skills, both of which are critical to career advancement. Hard skills focus on the specialized knowledge and technical abilities needed to perform job-specific tasks, while soft skills refer to personal qualities like communication, teamwork, problem-solving, and emotional intelligence that enhance how we work with others. Employers increasingly seek candidates who excel in both areas. This interactive session will guide participants through:

  • Understanding the key skills relevant to their industry.
  • Learning strategies to enhance both technical abilities and interpersonal effectiveness.
  • How to effectively highlight both hard and soft skills on resumes, during interviews, and on the job.
  • Practical tips for combining technical expertise with emotional intelligence to thrive in any work environment.
By the end of the session, participants will have a clearer understanding of how to develop, refine, and present a well-rounded skill set that sets them apart in their careers.

Unintentional Bias: How it Affects Everyday Decisions

Speaker: D'Ann Johnson, CCE

Unintentional biases may indirectly or subconsciously influence decisions, both personally and professionally. A well-rounded credit person can become more inclusive and learn to circumvent biases regarding credit applications, extended credit limits, job interviews, performance reviews, dealing with team members, and much more. The learning objectives for this session are:

  • Understand what unintentional bias is and where it comes from.        
  • Recognize areas where unintentional bias may be affecting daily decisions.
  • Adapt best practices to ensure bias doesn’t affect decisions.

Understanding Workaholism and Burnout

Speaker: Natalie Harrison, CBA

In today’s fast-paced work environment, the prevalence of workaholism and burnout is a growing concern that affects both individuals and organizations. This presentation aims to shed light on the definitions, causes, and consequences of workaholism and burnout, while also providing practical strategies for prevention and recovery.

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A CFDD Chapter is a group of credit professionals organized with a focus on education, networking and professional support for employees of member firms of the National Association of Credit Management.

NACM membership begins with a local NACM partner. Join our network today!

Credit and Financial
Development Division

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