Chicago Annual Meeting | April 21

Chicago Annual Meeting | April 21

For the first time since Spring of 2019 NACM Connect is gathering its members in the Chicago area at our 2022 Annual Meeting! We realize there is no substitution for engaging with your peers in a live environment while keeping safety protocol in mind, and we’ve got you covered. If you are unable to attend in person or still prefer a virtual event, we’ve made that possible as well. We also invite our members from outside the Chicago area to join us virtually. Look for future announcements regarding live Annual Meeting events in your area. 

For more information please contact Lillian Novak at

IN-PERSON Meridian Banquet & Conference Center   |   VIRTUAL Zoom

9:15 AM — 5 PM CST (7:15 am – 3 pm PST; 10:15 am – 6 pm EST)

9:15 – 9:30 A.M.

Opening Remarks

Phil Lattanzio, CCE, President & COO, NACM Connect

9:30 – 10:30 A.M.

Check Fraud

Jim Cali, Forensic Accountant

We’ve all become aware that incidents of fraud have skyrocketed during the Covid years. Particularly of interest to many of our members is the increase in check fraud. Join our speaker to learn how the fraudsters attempt to scam you and your company and what preventative measures you can take to recognize and squelch it.

10:45 A.M. – 12:00 P.M.

Using the Data You’ve Captured Work for You

Robert Kirk, Dun & Bradstreet

Data driven review of the commercial environment with a focus on the United States and Canada. Using Dun & Bradstreet’s global database of commercial insights including company starts, failures and payment habits, join us to review how companies behaved during the acute crisis period and what their behavior might tell us about the transformational phase as business move to the post-COVID economy. Discuss the current market predictions and placing them in context of historic trends. Walk away with key benchmarks for bankruptcy and slow payment patterns to help inform your business strategies for 2022.

1 — 2 PM

How Einstein’s Three Rules of Work can Help you Succeed in the “New Normal”

Mark James, President, Performance Advisors Group, Inc.

Albert Einstein once said, “We cannot solve our problems with the same thinking we used when we created them.” Einstein believed you have to think about things differently and three work rules inspired by his genius provide us with the means do so. No one knows what will happen in the future. But, following Einstein’s rules can get you ready for whatever does. Attendees will come away with practical ways to use Einstein’s three rules of work to:
• Fix barriers that get in the way of results
• Discover opportunities amidst difficulty
• Make two truths about human behavior your ally

2:15 – 3:15 p.m.

The Care and Feeding of Delinquent Accounts

Roundtable led by Martine Dyer, CCE, CCRA, Restaurant Equipment Service; Luz Moreno, CCE, CICP, Panasonic; and Jared Silver, CBA,
M Holland

Does your company have a structured collection policy? Do you engage Sales for assistance? How do you use credit holds and credit limits? What other tactics do you employ to collect delinquent accounts, particularly when your customer has cut off communication. Share your thoughts and practices in this open roundtable discussion.

3:30 — 5:30 PM

Business Meeting and Networking Event