WISCONSIN Annual Meeting | May 23

WISCONSIN Annual Meeting | May 23

NACM Connect is gathering its members in Pewaukee, WI at our 2023 Annual Meeting! We’ve lined up a great educational agenda and the after-education networking festivities are on us! 

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

Holiday Inn Pewaukee
N14 W24140 Tower Place
Pewaukee, WI 53072

9:00 AM — 5 PM CST 

9:15 – 9:30 A.M.

Opening Remarks

Leslie Harrison, SPHR, Vice President Membership

9:30 – 10:30 A.M.


Kendra Gerdes, CBA, Systems LLC and Diana Hoffmann, CCE, Rockline Industries

So many things have changed in the past three years, some for the better and some for the not-so-better. What is your “new normal”? Share what you’ve learned in this changing environment and how it’s impacted you and your company in both positive and negative ways.

10:45 A.M. – 12:00 P.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.

1:00 — 2:00 PM

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

Thomas Fawkes, Partner and Brian Jackiw, 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 presenter 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.

2:15 – 3:15 p.m.

SOX and Internal Audits

Anthony DeLeon, Senior Manager, Risk Advisory Services, BDO

This session will provide an overview of Internal Audit and Sarbanes Oxley compliance fundamentals including the value internal auditing can have for your organization. By analyzing and evaluating areas such as risk management and governance in an organization, internal auditing highlights areas for improvement, increasing business efficiency through strengthened internal controls and compliance. Further, Sarbanes Oxley compliance focuses on financial reporting standards to help protect stakeholders by preventing and detecting fraudulent accounting and financial practices.

3:30 — 5:00 PM