Ohio Annual Meeting | June 20

OHIO Annual Meeting | CLEVELAND, June 20

NACM Connect is gathering its members in Cleveland at our 2023 Annual Meeting! We’ve lined up a great educational agenda and the after-education networking festivities are on us! See you on June 20th.

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

Courtyard by Marriott Cleveland
Airport North
24901 Country Club Boulevard
North Olmsted, Ohio 44070

9:00 AM — 5 PM EST

9:15 – 9:30 A.M.

Opening Remarks

Phil Lattanzio, CCE, President & COO, NACM Connect

9:30 – 10:30 A.M.

Credit Application Review

Donald Mausar, Shareholder, Weltman, Weinberg & Reis Co., L.P.A.

Credit application drafting and review – this program will be a fast paced review of general credit application components, terms of service, credit reference verification techniques, and understanding the value of credit application as part of any credit extension. One (1) Hour of information that can be used daily as a credit manager or any team member in the credit extension process. Can a credit application act as contract binding the parties?

10:45 A.M. – 12:00 P.M.

Cases Under Subchapter V of the Bankruptcy Code: Benefits and Pitfalls for Trade Creditors

Jason Torf, Partner, Tucker Ellis LLP

New Subchapter V was added to the Bankruptcy Code in 2020 to create a more efficient and economical process for small business debtors to reorganize. But the benefits to a Subchapter V debtor come at a cost to trade creditors. While Subchapter V makes it easier for small business debtors, it also impacts the rights that creditors have versus a traditional Chapter 11. In this session, our presenters will explain and analyze various aspects of the new Subchapter V, including eligibility requirements, differences from a traditional Chapter 11 case, the impact of Subchapter V on trade creditors, and how Subchapter V has worked out thus far.

1:00 — 2:00 PM

Economic Update | Virtual Presentation

Chris Kuehl, Aramda Corporate Intelligence

NACM Connect’s members favorite economist will be sharing his insights into the current state of the economy. Where are we on inflation? Employment? Interest rates? As always, Chris will be adding his twist of humor to this all important subject.

2:15 – 3:15 p.m.


Caroline Perkins, CCE, Mickey Thompson Performance Tires

In an interactive workshop, random scenarios for credit requests will be worked out by the attendees with the assistance of the panel. Join us for what promises to be a fun session that will test what you know about credit decisions while learning new ways to assess your customer’s requests.

3:30 — 5:00 PM