Chicago Annual Meeting | April 18

CHICAGO Regional Meeting | Rolling Meadows, April 24

NACM Connect is gathering its members in Rolling Meadows, at our 2025 Regional Meeting! We’ve lined up a great educational agenda and the after-education networking festivities are on us! See you on April 24th.

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

The Meridian Conference Center
1701 Algonquin Road
Rolling Meadows, IL 60008

9:00 AM — 5 PM CT

9:10 – 9:15 A.M.

Opening Remarks

Phil Lattanzio, CCE, President & COO, NACM Connect

9:15 – 10:15 A.M.

Economic Update

Chris Kuehl, Economist, Armada Corporate Intelligence

With the new administration things are changing fast, and many of the changes have a direct impact on the economy. Join us for an insightful and engaging session as we delve into the current state of the economy and its implications for the commercial credit landscape.

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10:30 A.M. – 11:30 A.M.

Credit Application Fraud: Some of the Signs, Preventive Steps & Remedies for the Savvy Vendor

Thomas Fawkes, Brian Jackiw and Jason Torf, Partners, Tucker Ellis

A key role of the credit department is to mitigate and prevent losses. That job becomes increasingly difficult when bad actors engage in unscrupulous conduct, such as by submitting a fraudulent credit application to induce your company to ship goods with no intention to pay for them. In this session, you will learn to identify some of the telltale signs of potential fraud and how to engage in extra diligence to save your company from losses. You will also hear about available remedies in the event goods are shipped and the fraudsters don’t pay you. Don’t let the bad guys win – learn about how to beat the fraudsters before they beat you!

1:00 — 2:00 P.M.

Effective Communication: How to say what you mean and mean what you say

Diana Crowe, CGA, Regional Director, NACM Southwest and CEO, The PowerUp Mindset

We communicate countless times throughout the day, whether it’s in video, email, phone, messaging or text. The question is – are we being effective? In this session, we will review effectiveness tips for every form of communication. We’ll review key elements of communication, understanding your audience and adjusting the way you communicate, and how critical proper communication truly is!

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2:15 – 3:15 P.M.

Regulations and Laws To Stay Compliant and Keep Costs Low: Payment Processing

Wanda Borges, Esq., Borges and Associates and Matt Fluegge, VP of Sales and Strategic Partnerships, UnitedTranzactions

Many trade creditors have implemented various payment processing strategies to improve DSO, reduce costs, and improve operational efficiency, but not understanding payment processing requirements is a pitfall of many merchants.
This presentation will discuss the regulations and laws regarding credit card surcharging, ACH / Electronic Check processing, and alternative payment strategies. Using examples of fellow NACM Members, this session will also discuss how to implement these strategies in a compliant manner to protect your company and to reduce risk and cost.

3:30 — 5:00 P.M.

Business Meeting and Reception

Thank you for attending The Credit Tour 2025 Chicago.
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