Kansas City Annual Meeting | April 14
We’ve missed you, but we are coming back! Welcome the Kansas City area at our 2022 Annual Meeting! We’ve lined up a great educational agenda including Kansas City’s own Chris Kuehl and the after-education networking festivities.
For more information please contact Lillian Novak at firstname.lastname@example.org.
IN-PERSON Marriott Kansas City Overland Park
9:15 AM — 5 PM CST (7:15 am – 3 pm PST; 10:15 am – 6 pm EST)
9:15 – 9:30 A.M.
Phil Lattanzio, CCE, President & COO, NACM Connect
9:30 – 10:30 A.M.
Case Study – Using the Tools Available to the Construction Creditor
Jerry Bailey, Executive Sales and Education Services Manager, NCS
In this case study the participants will walk through a typical construction scenario from a creditor’s point of view. Learn who the players are, liens and bonds and when/how to use them, preliminary notice, managing the process, joint checks, mechanics lien rights and more. Through the use of a case study we will demonstrate what is supposed to happen, what can go wrong, and how to get back on track when something does.
10:45 A.M. – 12:00 P.M.
Mergers & Acquisitions and the Impacts on Your Credit Department
Thomas Fawkes and Brian Jackiw, Tucker Ellis LLC
Corporate combinations can create unique challenges for a credit department, from a legal, cultural, and human resources perspective. During this presentation, our panelists will discuss the impacts on a credit department resulting from both a merger/acquisition involving your company, as well as a transaction involving one or more of your customers. Among other things, the following topics will be addressed: (i) harmonizing credit department contracts and documents, as well as credit policies; (ii) ensuring that credit protections, including security interests and guarantees, are preserved and maintained post-combination; (iii) preserving culture in a credit department that has just absorbed another credit department; and (iv) using a merger transaction as an opportunity to improve the credit function.
1 — 2 PM
The Care and Feeding of Delinquent Accounts
Roundtable led by Angela Ore, Ash Grove Materials and Chris Birdwell, Pioneer Balloon
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.
2:15 – 3:30 p.m.
Chris Kuehl, Armada Intelligence
NACM Connect favorite and Kansas City native Chris Kuehl will be wrapping up the day with his updates on the economy. Where are we and where are we headed? What is the outlook for both the domestic and international economy? Always informative, Kuehl will deliver his breakdown in his usual, easy for laymen to understand, style.