Pennsylvania Annual Meeting | June 23

Pennsylvania Annual Meeting | June 23

NACM Connect is gathering its members in the Pittsburgh 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 June 23rd.

For more information please contact Lillian Novak at lillian.novak@nacmconnect.org.

IN-PERSON Courtyard Pittsburgh Airport, Coraopolis, PA

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.

The New Old World of Finance Operations

Bob O’Brien, Dun & Bradstreet

With all of the emphasis on automating Finance Operations, most notably credit and collections, some of the foundational aspects of the discipline risk are being understated and overlooked. Given Bob’s 30+ years of experience with 5 years managing DNB’s billing department and 25 working with clients, he intends to share best practices and offer a path to automation and operational efficiency by remaining grounded in the foundational fundamentals of credit and receivables management. Through his own experiences as well as interactions with peers and customers, Bob will bring together the tried and tested best practices of the “Old World” with the new and exciting technological advances being made in Receivables Management in the “New World”. Please join us for an interactive and informative session.

10:45 A.M. – 12:00 P.M.

Case Study – 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.

1 — 2 PM

The Care and Feeding of Deliquent Accounts

Roundtable led by Frank Buckstein, TeleTracking and Kristen Johnson, Paragon Foods Service.

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.

Mergers & Acquisitions and the Impacts on Your Credit Department

Thomas Fawkes and Brian Jackiw, Tucker Ellis

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.

3:30 — 5 PM

Business Meeting and Networking Event