Pittsburgh Annual Meeting | June 25
NACM Connect is gathering its members in Pittsburgh, PA, at our 2025 Regional Meeting! We’ve lined up a great educational agenda and the pre-education networking festivities are on us! See you on June 17th.
For more information please contact Lillian Novak at lillian.novak@nacmconnect.org.
Pittsburgh Marriott North
100 Cranberry Woods Drive
Cranberry Township, PA 16066
9:00 AM — 3:30 PM ET
9:15 – 9:30 A.M.
Opening Remarks
Frank Schetski, Regional Manager, NACM Connect
9:30 – 10:30 A.M.
Protecting Your Bottom Line – Identifying and Preventing Fraud in Commercial Credit Transactions
Shawn McClure, Partner, Bernstein & Burkley
In today’s fast-paced commercial credit environment, fraud schemes are becoming more sophisticated, putting businesses at significant risk of financial losses. This presentation is designed specifically for credit managers, equipping them with the knowledge and tools necessary to detect and prevent fraud in commercial credit transactions. We will discuss trends in commercial credit fraud, red flags and risk indicators, effective prevention strategies, collaborative defense as well as other key factors in identifying and preventing fraud.
10:45 A.M. – 12:00 P.M.
Setting a Timeline for Successful Collections
Abby Odneal, President & COO, NACM Southwest; Toni Drake, President, TRMG Financial Services, Inc.
Basic collection techniques tell us that placements that are not too old have a better chance of being collected than older ones. But does your collection strategy include the best possible times for each step in the collections process to maximize success? When should a demand letter go out? Should there be different strategies for new customers and long-time customers? This session will provide you with actional strategies to improve cash flow and reduce delinquency rates.
1:00 — 2:00 P.M.
Downsizing Terms – A Roundtable Discussion
Paul Ott, CCE, Retired (U.S. Steel)
In recent years there have been demands from customers to grant longer terms. In cases where you’ve allowed this, many credit professionals are now looking to take back the reigns and get customers back to their “normal” terms. But how do you accomplish this without potentially offending your customer? In this open roundtable, we will share examples of strategies, successes (and failures). If you find yourself in this situation, here’s a place you can pick up a tip or two from your fellow credit managers.
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2:15 – 3:30 P.M.
Economic Update
Chris Kuehl, Armada Corporate Intelligence (Virtual)
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.