New York Annual Meeting | June 6

NY Annual Meeting | ROCHESTER, June 6

NACM Connect is gathering its members in Rochester 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 6th.

For more information please contact Lillian Novak at

Marriott Courtyard Brighton
33 Corporate Woods
Rochester, NY 14623

9:00 AM — 5 PM EST

9:15 – 9:30 A.M.

Opening Remarks

Leslie Harrison, CGA, SPHR, Vice President Membership, Human Resources and Staffing, NACM Connect

9:30 – 10:30 A.M.

ROUNDTABLE DISCUSSION – The Art and Science of Staffing Your Credit Team

Leslie Harrison, CGA, SPHR, Vice President Membership, Human Resources and Staffing, NACM Connect

Finding and retaining talent for your credit department is becoming more and more of a challenge for many companies. Is telecommuting becoming a help or a hindrance? What about other post-pandemic employee demands? In this roundtable we will share some tricks of the trade from our expert and share your frustrations and successes.

10:45 A.M. – 12:00 P.M.

Creating a Credit Application that Can Withstand the Depths of Time and Lawsuits: The Top 10 Things Your Company’s Credit Application Should Contain (OR NOT) – and Why

Wanda Borges, Principal Member, Borges Associates PLC

Today’s credit application is a far cry from the simple half-page document of years gone by. Laws are continually changing requiring tweaks to existing language. We are living in a world of electronic transactions which have very specific requirements. Creditors want a credit application that can serve as a binding contract. This program has been created for new credit managers who need to learn the fine art of credit applications as well as experienced credit managers who need to remain up to date on laws requiring changes or additions to existing verbiage. This presenter will also discuss why some provisions should not be included in a credit application Top Ten items to be discussed will include the cardinal rule of credit, statutory compliance, personal guaranties, security interests under UCC Article 9 and electronic transactions.

1:00 — 2:00 PM

Collection Techniques – Best Practices

Joe Deiboldt, Caine & Weiner

In this session our partner, Caine & Weiner, will share their best practices for collections including what has changed in the past three years. With so many people working remotely, the challenges have changed and, therefore, so too have some of the tricks of the trade. Tried and true techniques will also be discussed.

2:15 – 3:15 p.m.

Economic Update

Chris Kuehl, Armada 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? Banking? As always, Chris will be adding his twist of humor to this all-important subject.

3:30 — 5:00 PM