Roundtables
NACM Connect is now offering roundtables as part of our education and training initiative. We will help you keep up with your professional development one-hour at a time. Roundtable topics include issues and developments important to credit professionals. If you have any questions about NACM Connect roundtables please contact us at info@nacmconnect.org or call 847-483-6400.
NORTHERN ILLINOIS
In-Person
March 19
Latest Developments in Credit Card Surcharging
Presenter:
Matt Fluegge
Worldpay
Vernon Hills, IL
INDIANA
Elkhart, IN
In-Person
June 25
(Registration is Closed.)
Discussion Topics:
• Communications with Customers
• Collection Strategies
11:30 a.m. – 1:30 p.m. ET
Moderators:
Brandi Dubach and Lori Barlow-Kirkland
Tire Rack (Tire Rack Wholesale)
Location:
Tire Rack (Tire Rack Wholesale)
7101 Vorden Parkway
South Bend, IN 46628
MICHIGAN
Grand Rapids, MI
In-Person
October 14
Discussion Topics:
- Credit Policies (Handling past due/methods to collect/when to cut off)
- Credit Applications
(verification/credit limit setting process)
9:00 a.m. – 10:30 a.m. ET
Moderators:
Lacie Porter
National Nail Corp.
Location:
National Nail Corp.
2964 Clydon Avenue SW
Grand Rapids, MI 49509
Monroe, MI
In-Person
September 30
Discussion Topics:
• Deductions and Recovery
• KPI’s
• Dealing with Difficult Customers
11:30 a.m. – 1:30 p.m. ET
Moderators:
Aimee Shinosky, CCE
(La-Z-Boy Inc.)
Location:
La-Z-Boy Inc
One La-Z-Boy Drive
Monroe, MI 48162-5138
MICHIGAN
Livonia, MI
In-Person
February 25
Discussion Topics:
- Open Discussion
- Cash Sale Processes
- Collection Software
- Automated Systems to Help in Collections; Invoices, Payments Requests
Moderator:
Jason MacDougall, CBA
Behler-Young Co.
Location:
Behler-Young Co. 31899 Glendale Street Livonia, MI 48150
Grand Rapids, MI
In-Person
October 15
(Registration is closed.)
Discussion Topics:
- Deductions & Deductions
- Management/Tracking
- Credit Policies
- Identifying Fraud/Bad Customers
Moderator:
Lacie Porter/National Nail Corp.
Location:
National Nail Corp.
2964 Clydon Avenue SW
Grand Rapids, MI 49509
Kentucky
NEW ENGLAND
Concord, NH
In-Person
May 7
How to Speed Up Slow-Paying Clients
Guest Speaker:
Rhonda Sargent, President
Lamont, Hanley & Associates, Inc.
OHIO
Covington, KY
In-Person
October 7
(Registration is closed.)
- Employee Development
- Reducing Unapplied Cash
- How to Deal with Difficult Customers
Moderator:
Jennifer Wasco, CBA, CCRA
Hilliard, OH
In-Person
November 5
(Registration is closed.)
- Best demonstrated practices for Collections -What works? What doesn’t?
- What works to solve short payments when electronic invoicing?
Moderator:
Kent Smith, CBA, CICP
The Bundy Companies
Beachwood, OH
In-Person
July 25
(Registration is closed.)
Pain Points…Deductions, Portals, Cash App, Working with Sales, and Credit Card Fees
Moderator:
Valerie Ristau,
Synthomer, Inc.
Columbus, OH
In-Person
March 11
(Registration is Closed.)
Discussion Topics:
• Should your credit application be revised?
• Is your credit application seeking the right information?
• Review your credit application and share your credit application process and experience.
• The role of the attorney in reviewing your credit application
• Spotting Fraud
11:30 a.m. – 1:30 p.m. ET
Moderator:
Tammy Ward
Franklin International
Location:
Franklin International
2020 Bruck Street
Columbus, OH 43207
Cincinnati, OH
In-Person
March 17
(Registration is closed.)
Best Practices in Deduction Management
11:30 a.m. – 1:30 p.m. ET
Moderator:
John Hoffert,
NACM Connect
Location:
Johnson Electric
1841 Riverside Drive
Cincinnati, OH 45202
Stow, OH
In-Person
April 16
(Registration is closed.)
Discussion Topics
- Secured Transactions-The benefits of UCC’s Filings and Other Security
Bankruptcy
11:30 a.m. – 1:30 p.m. ET
Speaker:
Caroline Perkins, CCE
Mickey Thompson Performance Tires
Location:
Mickey Thompson Performance Tires
4651 Prosper Drive
Stow, OH 44224-1064
Cleveland, OH
In-Person
September 17
(Registration is closed.)
Discussion Topics
- Information Pertaining
to our Day-to-Day Roles
with Issues and Positives
to Cross Share Best
Demonstrated Practices
11:30 a.m. – 1:30 p.m. ET
Moderator:
Michael Welday, MBA, CCE, RGCP
Coleto Brands dba Kichler Lighting
Location:
Coleto Brands dba Kichler Lighting
30455 Solon Road
Solon OH 44139
PENNSYLVANIA
Via Zoom
July 17
Keeping Yourself & Your Business Safe and Sane Online
Guest Presenter:
Ron Woerner
Technology Professor
Bellevue University
WISCONSIN
Wauwatosa, WI
In-Person
February 26
Credit Card Fraud – How to Recognize and React.
Matt Fluegge, VP Sales & Strategic Partnerships, UTA/WorldPay
Fox Valley, WI
In-Person
May 29
Latest Developments in Credit Card Surcharging
Guest Presenter:
Matt Fluegge
Worldpay
The May 29 Fox Valley Wisconsin Breakfast Roundtable is Sold Out. If you would like to be placed on the Waiting List, please contact Frank Schetski at frank.schetski@nacmconnect.org.
Wausau, WI
In-Person
July 12
Artificial Intelligence and the Credit Department
Guest Presenter:
Brian Jackiw
Tucker Ellis LLP