| 10:15 - 11:30am |
Education Sessions
Stack the Deck in YOUR Favor: A Legal Approach to the A/R Process
The Collection of Receivables in an effective and efficient manner is not simply demanding payment from a past due debtor. In four words, it is a process!! A process that begins before the account debtor even signs the credit application. Join Mr. Lindley and learn the steps of this process from a legal point of view. Specific topics of discussion include: Analysis of credit and account documents - Delinquent account notices and demand letters - Cost/Benefit analysis of litigation - Engaging collection agencies and law firms, and Monitoring placed accounts.
Speaker: Randall K. Lindley, Esq., Bell Nunnally Attorneys & Counselors
Room: Seguin
Gathering Quality and Timely Job Information: The Cornerstone for Effectively Managing the Mechanic’s Lien Process
Construction credit has challenges like no other form of credit. Quality job information is the cornerstone to effectively securing receivables. Are you getting all the information you need to be successful? How are you verifying the job information? This session will cover helpful tips on how to communication with your customers and your sales reps on the importance of gathering job information and tips on how to ask for it. This session also covers some helpful tips on how to verify the job information.
Speaker: Chris Ring, NACM’s Secured Transaction Services
Room: Bowie A/B
Building a Culture That Lasts
This session will include a discussion of employee development through cross training. We’ll also review building a structure of strong employee engagement on all levels, through all departments, and age groups. The need to make the right hire so there is company culture buy-in is also discussed so you can have unification and a positive morale.
Speaker: Shelley Clark, CCE, Ferguson Enterprises, LLC
Room: Bowie C
Panel Discussion: Performance Metrics
These panel discussions include industry professionals who will provide specialized expertise, information and guidance: This session will be an opportunity for an open peer exchange as these topics are discussed. Attendees are encouraged to participate by posing questions, adding insights, sharing experiences, and proposing solutions.
Facilitator: Toni Drake, CCE, TRM Financial Services, Inc.
Panelists: Anne Scarcella, CCRA, CCE, Crawford Electric Supply Company;Val Venable, CCE; and Kenny Wine, CCE, Joseph T Ryerson & Son, Inc.
Room: Maverick A
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| 1:00 - 2:15pm |
Education Sessions
Hurricanes, Tornadoes and Earthquakes, Oh My!
Collection Techniques After a Natural Disaster
This session explores how to resume your company’s collection efforts in areas affected by natural disasters. You will learn what to expect and do in the immediate aftermath, steps to take once suppliers/trade creditors have decided it’s appropriate to resume collection attempts, including how to locate affected customer, assess damage and insurance claims. Matt will share from personal experiences how to navigate these scenarios, best practices, and avoiding public relations problems through social media.
Speaker: Matt Jameson, Esq., Jameson & Dunagan, PC
Room: Seguin
Leading in the Internet Age
It is no secret that we are in the age of instant information with sites such as Google, Wikipedia, and all of the Social Media available. It is critical for the successful credit professional to not only know how to obtain information on customers and potential customers but how to use it. In this session we will discuss various sources of information and the risk and reward of using them in credit decisioning and collections. Additionally, our online presence on Social Media can boost or implode our career. Learn some of the advantages and pitfalls as we discuss the Internet; Friend or Foe.
Speaker: Val Venable, CCE
Room: Bowie A/B
Vendor Vetting: Why Screen Your Service Providers
In this session, we will discuss the people or companies you decide to do business with and how they are an extension of your brand along with the importance of vendor transparency. We will review threats currently in the marketplace and the importance of cyber security. Blake will share different methods of screening that you can utilize as well as what questions you should be asking when bringing on a new vendor.
Speaker: Blake Browder, CIC Credit
Room: Bowie A/B
Panel Discussion: Construction
These panel discussions include industry professionals who will provide specialized expertise, information and guidance: This session will be an opportunity for an open peer exchange as these topics are discussed. Attendees are encouraged to participate by posing questions, adding insights, sharing experiences, and proposing solutions.
Facilitator: Toni Drake,CCE, TRM Financial Services, Inc.
Panelists: Rebecca Hicks, Esq., Hicks Law Group PLLC; Roxanna Price CCRA, CCE, Lehigh Hanson; and Jason Walker, Esq., Andrews Myers
Room: Maverick A
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| 2:45 - 4:00pm |
Education Sessions
How to Have Those Difficult Conversations
We have all had trouble having difficult conversations with customers. What is the best way to share with a customer that you must deny them a line of credit or what is the most effective way to deliver bad news to your customer? We’ll also share some tips for effective communication – especially when you’re under stress!
Speaker: Diana Crowe, NACM Southwest
Room: Seguin
It’s a New World! Surcharging, PCI Compliance and Credit Card Fees
Michael will share how to eliminate most credit card acceptance fees while adhering to card network surcharge regulations. He will also discuss the latest in states laws compliance pertaining to surcharging, what card types can be surcharged and how can you recognize the card types. He’ll also answer the questions: Can I surcharge and be PCI compliant and how can I reduce my overall credit card fees without surcharging?
Speaker: Michael Williams, United TranzActions
Room: Bowie A/B
Dominate the Opposition: Effectively Using Experts in Creditor’s Rights Litigation
Speakers: Lynnette Warman, Esq., Culhane Meadows PLLC; and Val Venable, CCE
Bowie C
Panel Discussion: NACM
These panel discussions include industry professionals who will provide specialized expertise, information and guidance: This session will be an opportunity for an open peer exchange as these topics are discussed. Attendees are encouraged to participate by posing questions, adding insights, sharing experiences, and proposing solutions.
Facilitator: Toni Drake, CCE, TRM Financial Services, Inc
Panelists: Gina Calabrese-Sylvester, CMP, CGA, NACM Tampa, Inc.; Abby Odneal, CAE, Chris Ring, NACM’s Secured Transaction Services; and Robin Schauseil, National Association of Credit Management
Room: Maverick A
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