Piecing It All Together

at the NACM Midwest 2014 Annual Meeting

Agenda

Meridian Banquet Hall Rolling Meadows, IL

April 10Domestic and International SessionsHeld in Conjunction with FCIB

Business Meeting and Networking Event (hors d’oeuvres and open bar) Room A3:30-6:00 p.m.

CEU points and CCE recertification points are available for educational sessions.

9 – 9:30 a.m. Registration Foyer9:30 –10:30 a.m. Unclaimed Property and the Delaware VDA Decision Tree

This session will cover a brief overview of unclaimed property laws and how to mitigate risk in accounts receivable, emphasized in a case study. Additionally, Delaware’s groundbreaking Voluntary Disclosure Agreement will be discussed and the implications it can have for your department as well as other states’ laws. Speakers: Angie Gebert, STS-SALT Senior Manager, BDO; Jen Fox, STS-SALT Manager, BDO, Kurt Albright, Director of Credit and Collections, Uline, Inc.

Best Practices & Tools for International CreditExplore the tips and tools of the trade available for international credit professionals, including credit review process classifications, applications in second languages, examples of excellent credit applications, plus other tools used for credit review.Speaker: Marc Brici, ICCE , International Banking Officer FirstMerit Bank, N.A.

10:30 – 10:45 a.m. Break10:45 – 11:45 a.m. Social Media and the Credit Department –

Are you Using These Resources Wisely and Legally?Ubiquitous social media sites have captured the way we do everything from visiting with friends to finding jobs to picking restaurants. Have you adopted the use of social media in the Credit Department yet? And if you have, are you using the tools available legally? In this session we will review from a legal standpoint the cans and cannots of researching creditworthiness of customers, hiring staff, skiptracing, collections and more.Speaker: John Kuenstler, Partner, Barnes & Thornburg

Non-Traditional International Investigations and Credit DecisionsDo you know how to make sound credit decisions when traditional information is absent? In this session we’ll help you sort out what other non-traditional resources are available to get the information you need to make quick and effective

decisions. Panel: Mike Trelevean-Partner, ICBA USA/International Risk Consultants, Inc., Lee Fahrenz-Senior Agent, Euler Hermes North America, Joe Batie-Senior Vice President Caine & Weiner

11:45 a.m. – 1 p.m. NACM Midwest and FCIB Lunch Room A1 – 2 p.m. Creating Remarkable Leaders – Communicating Powerfully

Based on the book Remarkable Leadership; Unleashing Your Leadership Potential One Skill at a Time, Communication Powerfully covers one aspect of a series of twelve workshops on leadership competencies from the book. After completing this workshop you will be able to recognize basic communication styles, know how to modify your message to best connect with different people and understand and know how to apply the keys to a powerful presentation. Look for future workshops based on this book in coming NACM Midwest educational events.Speaker: Ken Harvey, CCE, Director, Credit Services, PolyOne Corporation

How to Increase the Value of the Credit Department• Get a better understanding of what credit can do to help your company.• What can the credit department do to help the company bottom line?• How can credit work closer with sales, treasury, procurement and distribution to get higher margins? • What skills can you bring to the table to improve your company’s performance?

Speaker: Stuart McInnis- ICCE Director, Credit Services-True Value Company

2-2:15 p.m. Break2:15-3:30 p.m. The Good, the Bad and the Ugly of Scoring

You’ve built your scorecard, you’ve applied the scores to your portfolio as a whole or perhaps to each individual account. So what? Now what? Join this panel of experts to learn how they made scoring really work for them, their departments, and their companies.Panelists: John Fahey, Edward Don & Co., Frank Garate, WW Grainger Inc., Marty Scaminaci, RR Donnelley

How to Manage International A/R Implementation and Mergers & Acquisitions• What steps to take in structuring credit in centralized and decentralized systems?• How do the two structures differ from the credit perspective?• What are the best practices for both systems and how to consolidate best practices?• What are the best benefits of both Centralized and Decentralized?

This session will be an in-depth discussion of the structues for management, business organization and how to build teams to increase the efficiency under both structures. • A review of the best practices in the management responsibilities such as planning in the management

responsibilites such as planning, organizing, staffing, leadership and control for each structure. • How to adopt centralized credit policy and AR Management. • How to implement credit control porcesses without damaging current customer relationship. • How do you get the most out of and overcome the obstacles for each system?

Presenter: Steve Gan CCE- President Stellar Risk Management Services, Inc

Educational SessionsRoom B Room C

Business Meeting and Networking Event (hors d’oeuvres and open bar) Room A

CEU points and CCE recertification points are available for educational sessions.

9 – 9:30 a.m. Registration Foyer9:30 –10:30 a.m. Unclaimed Property and the Delaware VDA Decision Tree

This session will cover a brief overview of unclaimed property laws and how to mitigate risk in accounts receivable, emphasized in a case study. Additionally, Delaware’s groundbreaking Voluntary Disclosure Agreement will be discussed and the implications it can have for your department as well as other states’ laws. Speakers: Angie Gebert, STS-SALT Senior Manager, BDO; Jen Fox, STS-SALT Manager, BDO, Kurt Albright, Director of Credit and Collections, Uline, Inc.

Best Practices & Tools for International CreditExplore the tips and tools of the trade available for international credit professionals, including credit review process classifications, applications in second languages, examples of excellent credit applications, plus other tools used for credit review.Speaker: Marc Brici, ICCE , International Banking Officer FirstMerit Bank, N.A.

10:30 – 10:45 a.m. Break10:45 – 11:45 a.m. Social Media and the Credit Department –

Are you Using These Resources Wisely and Legally?Ubiquitous social media sites have captured the way we do everything from visiting with friends to finding jobs to picking restaurants. Have you adopted the use of social media in the Credit Department yet? And if you have, are you using the tools available legally? In this session we will review from a legal standpoint the cans and cannots of researching creditworthiness of customers, hiring staff, skiptracing, collections and more.Speaker: John Kuenstler, Partner, Barnes & Thornburg

Non-Traditional International Investigations and Credit DecisionsDo you know how to make sound credit decisions when traditional information is absent? In this session we’ll help you sort out what other non-traditional resources are available to get the information you need to make quick and effective

decisions. Panel: Mike Trelevean-Partner, ICBA USA/International Risk Consultants, Inc., Lee Fahrenz-Senior Agent, Euler Hermes North America, Joe Batie-Senior Vice President Caine & Weiner

11:45 a.m. – 1 p.m. NACM Midwest and FCIB Lunch Room A1 – 2 p.m. Creating Remarkable Leaders – Communicating Powerfully

Based on the book Remarkable Leadership; Unleashing Your Leadership Potential One Skill at a Time, Communication Powerfully covers one aspect of a series of twelve workshops on leadership competencies from the book. After completing this workshop you will be able to recognize basic communication styles, know how to modify your message to best connect with different people and understand and know how to apply the keys to a powerful presentation. Look for future workshops based on this book in coming NACM Midwest educational events.Speaker: Ken Harvey, CCE, Director, Credit Services, PolyOne Corporation

How to Increase the Value of the Credit Department• Get a better understanding of what credit can do to help your company.• What can the credit department do to help the company bottom line?• How can credit work closer with sales, treasury, procurement and distribution to get higher margins? • What skills can you bring to the table to improve your company’s performance?

Speaker: Stuart McInnis- ICCE Director, Credit Services-True Value Company

2-2:15 p.m. Break2:15-3:30 p.m. The Good, the Bad and the Ugly of Scoring

You’ve built your scorecard, you’ve applied the scores to your portfolio as a whole or perhaps to each individual account. So what? Now what? Join this panel of experts to learn how they made scoring really work for them, their departments, and their companies.Panelists: John Fahey, Edward Don & Co., Frank Garate, WW Grainger Inc., Marty Scaminaci, RR Donnelley

How to Manage International A/R Implementation and Mergers & Acquisitions• What steps to take in structuring credit in centralized and decentralized systems?• How do the two structures differ from the credit perspective?• What are the best practices for both systems and how to consolidate best practices?• What are the best benefits of both Centralized and Decentralized?

This session will be an in-depth discussion of the structues for management, business organization and how to build teams to increase the efficiency under both structures. • A review of the best practices in the management responsibilities such as planning in the management

responsibilites such as planning, organizing, staffing, leadership and control for each structure. • How to adopt centralized credit policy and AR Management. • How to implement credit control porcesses without damaging current customer relationship. • How do you get the most out of and overcome the obstacles for each system?

Presenter: Steve Gan CCE- President Stellar Risk Management Services, Inc

Educational SessionsRoom C

Commercial Collection Services• Electronic Claims Placement• Maximum Dollar Recovery• Personal Service

Education• Workshops and Seminars• Webinars• On-Site Training

Institute of Credit• Annual Credit Conferences• Professional Designation Programs• Self-Study and Exam Reviews Courses• Credit 101, Credit 102 and Credit 103

Credit Group Services• Industry Credit Groups• Online Credit References• SAP Users Group• Sungard/GET PAID Users Group• International Credit Professionals Group

Publications• Business Credit Magazine• Bimonthly Newsletters

Credit Reporting Services• Commercial Credit Reports• Consumer Credit Reports• Employment Screening• International Credit Reports

Staffing Services• Temporary Positions• Temp-to-Hire• Direct Hire

Other Services• Billing Solutions Services• Cash Flow Solutions• Check Guarantee Services• Credit and Deductions

Management Software• Credit Card Processing• Credit Insurance• Credit Risk Management• Critical Document Management• Electronic Funds Transfer• Online Bill Pay• Online Credit Applications• Retail Account Monitoring• UCC and Mechanics Liens Filings• Sales Tax Management Software

Products and ServicesNACM Connect is please to

offer the following products and services.

For more information, or if you have questions email info@nacmconnect.org