Wisconsin Annual Meeting | April 23
NACM Connect is gathering its members in Pewaukee, WI, 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 9th.
For more information please contact Lillian Novak at lillian.novak@nacmconnect.org.
9:20 – 9:30 A.M.
Opening Remarks
Opening Remarks
9:30 – 10:30 A.M.
Credit Application Fraud: Some of the Signs, Preventive Steps & Remedies for the Savvy Vendor
Jason Torf, Partner, 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!
10:45 A.M. – 12:00 P.M.
Downsizing Terms Roundtable
Barbara Grosskreutz, CBA, Rockline Industries, and Matt Mezger, CBA, Uline
In recent years there have been demands from customers to grant longer terms of payment. In cases where this has been allowed, 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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1:00 — 2:00 P.M.
Economic Update
Brian Jacobsen, Chief Economist, Annex Wealth Management
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.
2:15 – 3:30 P.M.
Regulations and Laws To Stay Compliant and Keep Costs Low: Payment Processing
Matt Fluegge, VP of Sales and Strategic Partnerships, United Tranzactions
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.