WISCONSIN Regional Meeting | Milwaukee | May 21

THE BREW CITY CLOSER

On your mark! NACM Connect is heading to the starting gate in Waukesha, WI, for our 2026 Regional Meeting. Round up your crew for an elite educational agenda and pre-race networking festivities on us! We’ll see you at the finish line on May 21.

For more information please contact Bob Rabe at bob.rabe@nacmconnect.org.

Milwaukee Marriott West
W231 N1600 Corporate Court
Waukesha, WI 53186

9:00 AM — 3:30 PM CT

9:30 – 9:45 A.M.

Opening Remarks

Frank Schetski, NACM Connect

9:45 – 10:45 A.M.

Economic Update: Navigating the Markets

Brian Jacobsen, Chief Economist, Annex Wealth
Management

With the current 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.

11:00 A.M. – 12:00 P.M.

The Role of a Creditors’ Committee as a
Counterweight to the Debtor and Secured Lender: What You Need To Know

Lindsay Sklar, Senior Counsel, Lowenstein Sandler

This program will delve into the essential role that a creditors’ committee plays in Chapter 11 cases to safeguard the interests of unsecured creditors. The session will start by exploring the formation of a creditors’ committee, highlighting the diverse types of creditors appointed to the committee and their varying interests. The speaker will also discuss the advantages and disadvantages of committee membership, the goals of its members, and the role of committee professionals in their interactions with committee members. The speaker will then delve into the committee’s power to advocate for its unsecured creditor constituency. This includes negotiating and litigating Chapter 11 financing issues, actively participating in and litigating bankruptcy sales and Chapter 11 plans, and investigating and pursuing causes of action and lien challenges against the debtor’s secured lender and claims against the debtor’s insiders. The speaker will also present case studies from our prior committee representations to provide real-world insights and examples.

1:15 — 2:15 P.M.

Automation – Don’t Be Afraid – Embrace It!

Bob O’Brien, Global Alliances & Partnership Solutions Manager, Dun & Bradstreet

As the demand for efficiency and accuracy grows, leveraging technology is no longer optional—it’s essential. In this session, you will learn how automation can occur anywhere in the Credit to Cash cycle and how it can positively improve cash flow, reduce manual efforts resulting in fewer hours worked, and positively affect your customers.

2:30 – 3:30 P.M.

Strategic Risk Retention/Transfer Discussion: How Credit Leaders Add Enterprise Value

John Cornell, Founder, Crescendo Trade Risk

Most Companies BELIEVE they have a credit strategy. The Reality. They have a collection of policies and procedures, along with the credit decisions they’ve made thus far. They’ve not CHOSEN to retain risk. They’ve defaulted to it. We’ll discuss how an Intentional Risk Retention Mix can drive enterprise value and provide Credit Leaders with the seat at the leadership table they deserve.