Upstate New York Annual Meeting | May 13

Upstate New York Annual Meeting | May 13

NACM Connect is gathering its members in the Upstate New York area at our 2022 Annual Meeting! We’ve lined up a great educational agenda and the after-education networking festivities are on us! See you on May 13th.

For more information please contact Lillian Novak at

IN-PERSON Courtyard Brighton, Rochester, NY 

9:15 AM — 5 PM EST (8:15 am – 4 pm CST; 6:15 am – 2 pm PT)

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.

Legal Hot Topics in the Post(?) COVID Era

Brian Jackiw, Tucker Ellis LLC

While – hopefully – the COVID-19 pandemic is transitioning to a less disruptive endemic phase, the impacts of the pandemic on the global economy have been profound, and will continue to affect businesses for the foreseeable future. Economic impacts of the pandemic have had a similar impact on the legal landscape. During this presentation, Thomas Fawkes and Brian Jackiw will discuss some of the hot topics in law that have emerged over the past two years, including: (i) the utilization of force majeure clauses in contracts; (ii) the Paycheck Protection Program and current issues concerning PPP loan forgiveness; (iii) changes to the Bankruptcy Code, as well as the anticipated wave of bankruptcies in the post-pandemic era; and (iv) the “new normal” in the adjudication of litigation cases.


1 — 2 PM

Using the Tools Available to the Construction Creditor

Jerry Bailey, Executive Sales and Education 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.


2:15 – 3:30 p.m.

The Care and Feeding of Delinquent Accounts

Roundtable led by Bonnie Bonavito, CBA, Try It Distributing Co. and Anthony Mitchell, CBF, Nutrien

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 PM

Business Meeting and Networking Event