Registration Form - NACM Great Lakes Region

Registration Information
( Credit )
Round-Up
Name
(Print your name as you would like it to appear on your name badge.)
Company Name
2015 NACM
GREAT LAKES REGION
CREDIT CONFERENCE
Address
City
Registration
Form
Email
(An email confirmation will be sent to attendees.)
Mobile Number
Do you accept text messages?
Keynote Session – Barry J. Elms
What Makes a Winner Tick? Leadership
Skills for Credit Professionals
8:15– 9:15 a.m.
• Payment must be received prior to November 1, 2015.
• Cancellation deadline for a full refund is November 1, 2015.
• Cancellations received after November 1, 2015 will NOT be refunded.
q THE FUTURE OF AUTOMATION:
Traditional Lockbox vs
Electronic Virtual Lockbox
You may choose a team discount or an early bird
registration rate. Only one payment option may be selected.
q Financial Statement Analysis I
q Building Relationships
q Financial Statement Analysis II
Registration Fee
q Bankruptcy Basics
q User Friendly Cash Flow
q Build a Better Credit File – Make a
q Case Study
q Doing Business in Latin America
q Influencing with Impact
8:30 – 9:45 a.m.
1:00 – 2:15 p.m.
q Keep the Gold – Successfully Resolving
Preference Claims in Bankruptcy
q The NACM Knowledge & Learning Center
Keynote Session – Christopher Cappella
A Conversation with a
Senior Finance Executive
2:15 – 3:30 p.m.
qYes, I am interested in donating to the Silent Auction. Please call me.
$319
$359
$__________
Non-Member
$638
$718
$__________
Member
$199
$229
$__________
Non-Member
$398
$458
$__________
• 5 – 9 attendees from the same company
•
qManaging Minority Contractor Sales
q Business Plan for the Credit Function:
From Initial Planning to Implementation
to Measuring Results
Member
Coupons$______________
Team Discounts
10:15 – 11:30 a.m.
After 9/15/15
qOne-Day Registration
Better Decision
thursday- november 19
By 9/15/15
qTwo-Day Registration
2:00 – 3:15 p.m.
3:45 – 5:00 p.m.
qYes qNo
Payment Information
wednesday- november 18
11:30 a.m. – 12:45 p.m.
Zip
PhoneFax
Please select your Sessions below.
9:45 – 11:00 a.m.
State
receive a 10% registration discount. One
coupon per person is valid.
10 or more attendees from the same
company receive a 20% registration
discount. Two coupons per person are valid.
Total Cost $_____________
Please Note: Single attendees may use two coupons for two-day
registrations, and only one coupon for one-day registrations.
Payment Methods
q
Check enclosed payable to NACM Connect Headquarters
Mail to: 3005 Tollview Drive, Rolling Meadows, IL 60008
q Charge $___________________ to my credit card
Pay by phone upon receipt of invoice 800-935-6226.
Registration Form Submission
Fax to:
Lillian Novak
847.253.6241
Mail to:
NACM Connect Headquarters
3005 Tollview Drive
Rolling Meadows, IL 60008
( C REDI T )
ROUND-U P
CREDIT CONFERENCE 2015
NACM GREAT
LAKES REGION
CREDIT
CONFERENCE
Sheraton Indianapolis
City Center Hotel
Indianapolis, IN
November 18-19
attendee
guide
Attendee Guide
You’re Invited to NACM Great Lakes Region’s
( Credit )
Round-Up
Location
About the Conference
Saddle up, corral your co-workers and get ready for a motherlode of fun at
this year’s Credit Round-Up! The NACM Great Lakes Region affiliate and
the NACM Connect Institute of Credit are ready for a grand ol’ time at this
year’s Western Round-Up themed Credit Conference, November 18-19, at the
Sheraton Indianapolis City Centre Hotel in Indianapolis, IN.
This year’s program includes 16 educational sessions on a variety of topics
designed for experienced credit and financial professionals, as well as those that
are new to the industry. The conference will teach you how to become even
better at what you do—while also providing you the opportunity to connect
with like-minded people in your industry that have the same questions, concerns
and issues as you. You’ll gain insight into the experiences of others who face
challenges similar to yours. You’re guaranted to return to the office inspired with
new ideas, points-of-view and solutions you can share.
On behalf of the NACM/Chicago-Midwest Board of Directors, NACM Great
Lakes Region Conference Committee, management and staff, we hope you will join
us at this important event. You don’t want to miss what this year’s meeting has to
offer—Register Today!
Why Should You Attend
• Learn from expert speakers from across the country who are specialists
in their fields.
• Connect with and learn from industry peers.
• Earn Continuing Education Units, CCE recertification points and
ICCE recertification points from the educational sessions you attend.
You will also earn roadmap and participation points.
• Get introduced to the latest products and services available to improve
your job performance.
• Learn about the current business climate and key industry issues.
• Reconnect with old friends while making new ones.
• Demonstrate your commitment to your profession.
Your Registration Package Includes:
• General sessions
• Continental breakfasts and buffet lunches
• Networking Reception
• Exhibit Hall entry and contests
• Morning and afternoon breaks & refreshments
• Two full days of concurrent educational sessions
Sheraton Indianapolis City Centre Hotel
31 West Ohio Street , Indianapolis, IN 46204
Hotel Accommodations
We have reserved a block of rooms at a preferred rate with the Sheraton
Indianapolis City Centre Hotel. To receive the special rate, please call Sheraton
Reservations at 1-888-627-8186. Please identify yourself as a National
Association of Credit Management Great Lakes Region attendee to receive
the special conference rate of $169 per night. The cut-off date is October
26, 2015. Reservations received after this date will be accepted on a space
and or rate available basis.
Methods of Registration
Please choose one of the following methods to register for this year’s
conference. Full payment must be received with your registration, or we can
invoice you; but, payment must be received before the event. Be sure to take
advantage of one of the team discounts or the early bird rates listed below.
Only one option may be selected.
Team Discounts
• 5 – 9 attendees receive a 10% registration discount.
One coupon per person is valid.
• 10 or more attendees receive a 20% registration discount.
Two coupons per person are valid.
Discount Member Pricing
By September 15
Two-Day Registration $319
One-Day Registration $199
After September 15
$359
$229
Online
Visit www.nacmgreatlakesregion.com to register online.
Fax
Complete the enclosed registration form and fax it to NACM Connect at
847.253.6241. Credit card payments can be made upon receipt of invoice.
Mail
You may send your completed registration form with payment to:
NACM Connect
Attn: Great Lakes Region Credit Conference Registration
3005 Tollview Drive
Rolling Meadows, IL 60008-3708
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Key:
B
I
A
E
= Basic
= Intermediate
= Advanced
= Everyone
These rating are just suggestions and
in no way should preclude anyone
from attending sessions of interest.
Schedule
At-A-Glance
wednesday - november 18
7:30 – 8:00 a.m.
Registration and Breakfast
8:00 – 8:15 a.m.
Welcome Remarks - NACM Great Lakes Region President Phil Lattanzio, CCE
8:15 – 9:15 a.m.
What Makes a Winner Tick? Leadership Skills for Credit Professionals
E
Opening Keynote Speaker: Barry J. Elms
9:15 – 9:45 a.m.
9:45 – 11:00 a.m.
11:00 – 11:30 a.m.
Break
THE FUTURE OF AUTOMATION: Traditional
Lockbox vs Electronic Virtual Lockbox
Dean Middleton and Carlos Rodriguez-Buehl
E
Financial Statement Analysis I
Susan Thomas, CBA, Eli Lilly
B
I
Financial Statement Analysis II
John Jaeger, CCE
I
E
User Friendly Cash Flow
John Jaeger, CCE
I
B
Case Study
John Jaeger, CCE
Break
11:30 a.m. – 12:45 p.m.
Building Relationships
Judy Wagner, CCE, MBA
12:45 – 2:00 p.m.
All Conference Luncheon
2:00 – 3:15 p.m.
Bankruptcy Basics
Mike McCrory
3:15 – 3:45 p.m.
Break
3:45 – 5:00 p.m.
Build a Better Credit File – Make a Better Decision
Wanda McPhillips, CCE, CICP
5:00 – 6:00 p.m.
Reception and Networking Event - Hosted by the Exhibitors
A
thursday - november 19
8:00 – 8:30 a.m.
8:30 – 9:45 a.m.
9:45 – 10:15 a.m.
10:15 – 11:30 a.m.
11:30 a.m. – 1:00 p.m.
1:00 – 2:15 p.m.
2:15 – 3:30 p.m.
3:30 p.m.
Registration and Breakfast
Doing Business in Latin America
Luis M. Alcalde
I
Influencing with Impact
Judy Wagner, CCE, MBA
I
E
Business Plan for the Credit Function: From Initial
Planning to Implementation to Measuring Results
John Jaeger, CCE
A
The NACM Knowledge & Learning Center
Robin Schauseil, CAE
E
Break
Managing Minority Contractor Sales
Chris Ring
All Conference Luncheon
Keep the Gold – Successfully Resolving Preference
Claims in Bankruptcy
Larry McClatchey
I
A Conversation with a Senior Finance Executive
Closing Keynote Speaker: Christopher Cappella, VP Finance, Roche Diagnostics
Networking Event – Open Bar
(3)
Keynote
Speaker
What Makes a Winner Tick? Leadership Skills for
Credit Professionals
Barry J. Elms
Wednesday, 8:15 -9:15 a.m.
You don’t need to be a manager to be a leader but you do need
good leadership skills to be an effective manager. As the saying
goes: A leader is someone who –
• Knows the way
• Shows the way
• Goes the way
During this exciting and dynamic program attendees will
discover:
• How to be an effective leader
• How to inspire and motivate others
• The 5 essential qualities of a successful leader
Program agenda:
• Developing your leadership style: Traditional vs
Progressive
• Five qualities of successful leadership
• How to cultivate a professional image that inspires others
• Top 10 ways you know you have good leadership skills
Barry Elms, president at Strategic Negotiations International is an
internationally renowned presenter on topics such as “Leadership”
and “Success Strategies” and is considered by many to be “America’s
Business Coach” in negotiation skills. During the past 25 years
Barry has given over 2000 presentations to corporations and
business groups worldwide. His entertaining style backed up by
practical and relevant material is appreciated by a wide range of
clients, including: General Motors, Boeing, Dell, Ford Motor
Credit, Verizon, Shell Oil, The Federal Reserve and many other
leading companies.
Barry has presented programs for many leading associations including: The National Association of Realtors, Meeting Planners International,
American Supply Association, The Association of Legal Administrators, The Commercial Law League of America and is a regular speaker at
NACM events nationwide
As well as being a world class public speaker Barry is the author of several published books, videos and articles, His most recent book, “Because
I said So – A Guide to Negotiating with Children and Grown-ups”, is available at Amazon.com and other book outlets worldwide.
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Keynote
Speaker
A Conversation with a Senior Finance Executive
Christopher Cappella, VP Finance-Professional Diagnostics Central
Lab, Roche Diagnostics
Thursday, 2:15 - 3:30 p.m.
As a credit professional, you are probably already aware of the 5 C’s of
credit: Character, Capacity, Capital, Conditions and Collateral. These
key components are critical in determining the overall credit worthiness
of a debtor. Equally as critical are the internal communications with
‘upper’ management to ensure support, awareness, and alignment.
In this keynote session, Mr. Cappella will introduce 5 more C’s, which
are used to connect with senior management and help drive those
important internal communication and relationships.
Staying CURRENT, relying on CONCRETE information,
being CREATIVE, remaining COORDINATED and overall
COMMUNICATION are what is required from your management,
but what does he/she really want?
This session is a rare opportunity for credit professionals to get an
alternative perspective of the credit function and its role and value
within an organization from a VP Finance. Mr. Cappella will provide
insight into what is truly expected from the credit team and what kind
of reporting is beneficial to them.
Christopher Cappella, CPA, is the Vice President of FinanceProfessional Diagnostics Central Lab for Roche Diagnostics
Corporation in Indianapolis. He manages the accounting and
finance functions for the Centralized Diagnostics marketing and sales
organization. His responsibilities include leading a team responsible
for financial analysis, budgeting, strategic planning, customer sales
deal analysis, customer performance and contract compliance. Prior
to his current assignment, he was Head of Controlling for the Roche
Diagnostics Division in Cham, Switzerland. He led the global
budgeting and strategic planning functions and also oversaw the Risk
Management and Credit Management departments during his time in Europe. Chris has been with Roche for almost 16 years and previously worked
at Brightpoint and Ernst & Young. He obtained his Accounting degree from the Indiana University Kelley School of Business.
He has served as Treasurer for various not-for-profit entities including the Central Indiana Amateur Soccer Association and GiGi’s Playhouse Indy, a
Down syndrome Achievement Center. Chris and his wife Allison reside on the north side of Indianapolis with their three children.
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wednesday
Educational Sessions
9:45 – 11:00 a.m.
11:30 a.m. – 12:45 p.m.
The Future of Automation: Traditional
Lockbox vs Electronic Virtual Lockbox
Building Relationships
Speakers: Carlos Rodriquez-Buehl, Dade Systems; Dean
Middleton, United TranzActions
Add technology to your lockbox and increase accuracy from averages of 60% to
90+%! Learn how to automate your system from payment to post in real time,
match your invoices with the payment, and get it all done without changing your
bank or your banking relationships.
Speaker: Judy Wagner, CCE, MBA
Leaders are in the relationship business. In this session we will discuss the value
and the impact of the relationships that the leaders develop both within the team
they lead and with people outside of their team. You will understand the factors
that affect your likeability with other people, the implications of listening on
your leadership relationships, the factors affecting trust and how to use them to
more effectively build trust, and more.
Financial Statement Analysis I
Financial Statement Analysis II
Speaker: Susan Thomas, CBA, Eli Lilly
The analysis of financial statements consists of a mixture of steps and pieces
that interrelate and affect each other. No single part of the analysis should be
interpreted in isolation. The specific conclusions drawn will be affected by the
original objective established at the initiation of the analytical process. Every
aspect of a firm’s financial condition, operating performance and outlook affects
the market value of its shares. This session will bring light to the critical areas of
analysis that are required in the credit risk assessment process and introduce the
fundamentals of interpretation.
Speaker: John Jaeger, CCE
In a continuation of Financial Statement Analysis, you will dive deeper into
the art and science of interpreting financial statements in order to establish
appropriate credit limits for your customers. This session will continue to
bring light to the critical areas of analysis that are required in the credit risk
assessment process and introduce the fundamentals of interpretation.
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wednesday
Educational Sessions
2:00 – 3:15 p.m.
3:45 – 5:00 p.m.
Bankruptcy Basics
Build a Better Credit File – Make a Better
Decision
Speaker: Mike McCrory, Barnes & Thornburg LLP
Every credit professional is going to encounter the turbulent waters of bankruptcy
at some point in their career. This session is for those professionals who want to
know the basic vocabulary and policies upon which the US Bankruptcy Code is
built. The session is designed for the beginner and the advanced professional who
wants to know the basics or just refresh what he or she has already encountered.
User Friendly Cash Flow
Speaker: John Jaeger, CCE
In a roundtable session on the Cash Flow Statement, we will take a look at how
credit professionals utilize the statement, what is reviewed in the three sections,
some short cuts in the analysis process and what to use if the statements aren’t
available.
Speaker: Wanda McPhillips, CCE, CICP
Is it “the more information you have the better you will be able to assess the
risk of a customer” or is it “garbage in garbage out”? Making an informed
credit decision has less to do with the quantity of information than with the
quality. Pick up some tips on making better decisions by learning what quality
information you should be including in your credit files.
Case Study
Speaker: John Jaeger, CCE
This session will walk through the financial analysis of a real company using the
tools incorporated from prior presentations. Common sizing, trend analysis
and ratio analysis will be performed to determine the company’s performance, in
addition to reviewing the Z-score methodology as a means of confirming results.
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thursday
Educational Sessions
8:30 – 9:45 a.m.
10:15 – 11:30 a.m.
Doing Business in Latin America
Managing Minority Contractor Sales
Speaker: Luis M. Alcalde, Kegler Brown Hill + Ritter
Are you currently doing business in Latin America and the emerging Cuba
market or considering opening those markets? To understand the range of
political, legal, economic, monetary, corruption, language and cultural risks, this
is a must-attend session!
Influencing with Impact
Speaker: Judy Wagner, CCE, MBA
As leaders, influence is what we really have to work with. You may be able to
“force” people to do things for a short while, but in the long run, because we
can’t make others do things, we must create action in others through our ability
to influence. This session will help you to understand how your values affect
influence, and how to develop a formula for building credibility to increase
your influence. Additionally, we will show you how your attitude and optimism
affects your ability to influence others.
Speaker: Chris Ring, NACM National
Construction Credit is unique. What is also unique is the position your
company can be put in when accepting orders from minority contractors on
public construction jobs. This session will break down that transaction as well
as provide the fundamentals of professionally managing the Mechanic’s Lien
process.
Business Plan for the Credit Function:
From Initial Planning to Implementation
to Measuring Results
Speaker: John Jaeger, CCE
Business planning is important for all functions in business. We will discuss what
business planning means to and how it impacts the credit function. We will
review the process of business planning and how it can make the credit function
both efficient and in line with the objectives of the organization.
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thursday
Educational Sessions
1:00 – 2:15 p.m.
Keep the Gold—Successfully Resolving
Preference Claims in Bankruptcy
Speaker: Larry McClatchey, Kegler Brown Hill + Ritter
No credit manager likes to give back hard won payments to a bankruptcy
trustee. This program will cover the basics of preferences and the available
defenses for the less experienced, and a detailed update on new developments
in the new value and ordinary course of business defenses for the more
experienced. Specific case studies and examples will be considered in this
interactive presentation.
The NACM Knowledge & Learning Center
Speaker: Robin Schauseil, CAE, NACM National
NACM National has totally revamped their website and has created a repository
of information in the Knowledge and Learning Center. NACM’s President,
Robin Schauseil, CAE, will be on hand to personally guide you through this
new resource for NACM members. Your in-depth tour will demonstrate just
how valuable and information-packed this free benefit for NACM members is!
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Speakers
Luis M. Alcalde
Luis M. Alcalde was born in Havana, Cuba and holds U.S. and
Cuban citizenship. He maintains a rich and varied legal background
that includes complex international business and litigation matters.
He was lead trial counsel for over six years in litigation against the
Republic of Venezuela to collect on over 100 million dollars in bonds
held by U.S. investors successfully establishing jurisdiction in the U.S.
under the Foreign Sovereign Immunities Act. He has led internal
corporate investigations for public companies under the Foreign
Corrupt Practices Act and worked on numerous business ventures
in Latin America including many international sales and distribution
agreements. As team leader for Kegler Brown’s Latin American and
Cuba practice Luis is currently working with Latin American investors
on various investment deals in the challenging and complex evolving
Cuban market. Luis is a frequent speaker on Cuba and Latin America
legal and business matters.
John Jaeger, CCE
John Jaeger, CCE has been in Credit Management for over twenty
years with four different companies in different industries, servicing
both domestic and international customers. He recently retired as
the Manager of Credit and Accounts Receivable for Follett Higher
Education Group of River Grove, IL. He received his CCE Designation
in November 1999. He received his MBA Degree from Northern
Illinois University, De Kalb, IL, and his BA Degree in Management
from Loras College, Dubuque, IA. He has served on the board of
NACM Connect, including as chair in 2007-2008, as well as various
committees including the Education and Conference Committees. He
also serves as an instructor for the NACM Connect Institute of Credit.
Jaeger is a past recipient of the NACM National CCE Designation of
Excellence Award, the NACM National Instructor of the Year Award,
and the NACM Midwest Credit Executive of the Year Award.
Larry McClatchey
Larry works to protect rights of businesses and individuals facing
financial problems on a worldwide basis, representing both creditors
and debtors. His primary practice is handling bankruptcy court
litigation in courts across the United States. Larry has served as a
Chapter 7 bankruptcy trustee in the Southern District of Ohio since
1988, successfully completing thousands of cases and distributing
millions of dollars to creditors. He has also represented creditors,
committees and fiduciaries in many large Chapter 11 reorganization
cases of national interest, prosecuting administrative priority claims
and defending preference lawsuits. Most recently Larry represented
a former senior executive in the NewPage international bankruptcy
and is defending a preference claim arising from the bankruptcy of
Furniture Brands, Inc. in the bankruptcy court in Delaware. Larry
and his firm have been consistent supporters of professional credit
managers through his work with the National Association of Credit
Management, the premier national organization of credit professionals.
Larry served as general counsel to NACM Ohio, which was later
merged into NACM Great Lakes Region, now a part of NACM
Connect. Under Larry’s direction, Kegler Brown has conducted
annual legal seminars for credit professionals since 1994. The seminars
have a dedicated following in central Ohio. Larry received an Award
of Excellence from NACM Ohio in recognition of his dedication to
training credit professionals.
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A
Speakers
Mike McCrory
Michael is a partner in the Indianapolis office of Barnes & Thornburg
LLP. His practice includes business, commercial, bankruptcy and
creditors’ rights issues, including workouts and loan restructurings,
representation of secured and unsecured creditors and creditors’
committees in bankruptcy cases, real estate foreclosures, repossessions
and general collections, and Uniform Commercial Code issues. Mike is
a member of the American Bankruptcy Institute and has been certified
by the American Board of Certification as a Business Bankruptcy
Specialist. He previously served as chair of the Corporation, Banking
and Business Law Section of the Indiana State Bar Association and
the Commercial and Bankruptcy Law Section of the Indianapolis Bar
Association. He received his B.S. degree cum laude from Indiana State
University and his J.D. cum laude from Indiana University Robert H.
McKinney School of Law. He serves on the Board of the Crossroads of
America Counsel, Boy Scouts of America, and has served on the boards
of the Indianapolis Museum of Art, the American Heart Association
midwest affiliate and the American Board of Certification.
Wanda McPhillips, CCE, CICP
Wanda McPhillips, CCE, CICP, has been a credit manager for over 20
years. Her industry experience includes construction, manufacturing
(chemicals, equipment and plastics), aviation, and hospitality. She has
been a member of NACM since 1989, a member of CFDD for almost
as long, and is also a supporter of industry credit groups. Wanda has
previously taught certification classes for NACM-Ohio, and served
several years on the board of directors for both NACM–Ohio and
NACM-Great Lakes as well as CFDD-Dayton, CFDD-Cincinnati,
and the CFDD National Board. Wanda has been the recipient of
the Credit Executive of the Year award from NACM-Ohio and the
Distinguished Member Award from CFDD. She is currently a member
of the NACM Great Lakes Region Advisory Board and the NACM
Great Lakes Region Education Committee. Her interests include
reading, biking, visiting dog parks with her dogs, and volunteering
with the Union Township Police Department and is a graduate of the
Citizen’s Police Academy.
R. Dean Middleton
Richard Dean Middleton, is president of United TranzActions
(UTA). Dean brings with him considerable knowledge in the check
guarantee industry from many years of experience. In 1998, Dean
formed a strategic alliance with Fifth Third Bank, in Cincinnati, OH,
now known as VANTIV. Together, they provide a credit card processing program unparalleled in the industry. His business experience
and exposures, coupled with his desire to provide a simple, inexpensive, and cost-effective means to capture payments and move funds,
led to the inception and implementation of the company’s services
for Electronic Funds Transfer (ACH) and “On-Line Bill Pay.”
Chris Ring
Chris Ring is the National Representative for NACM’s Secure Transaction Services and he specializes in assisting credit professionals
secure their receivables using Mechanic’s Lien Laws and Article 9 of
the Uniform Commercial Code. Chris consults with companies on a
daily basis leading them to find the best way to use these credit tools
to assure that they are in the best possible position to get paid. Since
2002, Chris has completed seminars on both Mechanic’s Liens and
UCC Filings for companies, NACM Affiliate Credit Conferences,
NACM Industry Credit Groups, CFDD Meetings and NACM’s
Secured Transaction Services seminars. During Chris’ presentations,
he demonstrates how to overcome objections from customers, sales
reps and management to using these credit tools. Chris also actively
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Speakers
solicits questions from attendees so all attendees can learn from the
successes and struggles others have had while using these tools. In the
end, Chris’ goal is to help you be the best credit professional you can
be and have a little fun along the way.
Carlos Rodriguez-Buehl
Carlos Rodriguez-Buehl is a 25+ year veteran of the banking and
payment industries, having held senior management and board
positions, including CIO and Director of Treasury Services. Also
a successful entrepreneur, he was a co-founder of ERAS JV , which
went on to process for over 200 financial institutions (later sold to
Diebold, Inc). He is now a founding partner of Dade Systems, where
he pioneers and develops solutions incorporating the latest techniques for payment automation, including the popular DadePay and
Dade Mobile solutions. Carlos is a graduate of Phillips Academy,
Andover, Cal Berkeley and Texas A&M Universities (Economics).
Judy Wagner, CCE, MBA
Judy Wagner, CCE, MBA, is the Director- of Corporate Credit for
Roche Diagnostics Corporation in Indianapolis. She manages all areas
of accounts receivable from planning, risk management, accounting,
collections, bad-debt processing, and cash application. With over 25
years of experience, Wagner maintains her CCE designation through
the National Association of Credit Management. She currently serves
as the Chairperson of the NACM Great Lakes Region Advisory Board,
and is a member of the NACM/Chicago-Midwest governing Board
for all NACM Connect affiliates. Wagner is also a member of Credit
Research Foundation, speaks at various local, regional and national
conferences and is member of the NACM Connect faculty, teaching
CAP and ACAP classes as well as a variety of other topics.
Robin Schauseil, CAE
Robin Schauseil, CAE is President of the National Association of
Credit Management. Robin began her NACM career in 1988 as
the Convention Director, and was promoted to Vice President of
Education in 1994. As Executive Vice President, she worked with
many of NACM’s national committees along with supporting and
advancing the mission and vision of the National Board. She was
named President of the Association in March 2002. Before joining
NACM, Robin worked for a political consulting firm on Capitol
Hill and prior to that, served on the staff of Aviation Week & Space
Technology magazine, a McGraw-Hill publication. She holds a BS
from Georgetown University. Susan Thomas, CBA
Susan Thomas is responsible for North American pharmaceutical
credit assessment for Eli Lilly and Company, a portfolio encompassing
over $1B. She is a finance professional with over 30 years’ experience
in credit, treasury, accounts payable management, and internal audit.
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A
Thank you
to the 2015-2016
Conference Committee
Chair
Judy Wagner, CCE, MBA
Roche Diagnostics
Committee Members
H. David Holsinger
Johnstone Supply
Larry McClatchey
Kegler Brown Hill & Ritter
Susan Thomas, CBA
Eli Lilly and Company
Wanda McPhillips, CCE, CICP
Reading Rock Inc.
Jim Montague, CCE
Lippert Components, Inc.
( 13 )
Dear Member,
Silent
Auction
The Robert L. Vodraska Scholarship Foundation has been successfully raising money and awarding scholarships
to the members of NACM Connect since 2009. Through our efforts in raising money for this worthwhile cause, we
have been able to gift almost $42,000 in scholarships to members of the Association to continue their credit education.
A large part of the funding of the foundation comes through the success of the Silent Auction held each year in
conjunction with the Conference. To that end, I am appealing to all members to consider donating personally or
through their company item(s) that can be used in the Silent Auction to raise money.
All donors will receive recognition in the NACM Connect newsletter and on the Conference website. Plus, you will
have the knowledge that your generosity has helped provide skilled and knowledgeable credit professionals for the
future. All contributions are tax deductible. The tax id number for your donation is 37-1562913.
Please send your Silent Auction donations to:
Lillian Novak, Vice President
NACM Connect
3005 Tollview Drive
Rolling Meadows, IL 60008
If you are local and would rather have your item picked up at your office, we will be happy to arrange this for you.
For additional information, please feel free to call me at 800-935-6226, ext. 6478
or email [email protected].
Thank you,
Lillian Novak
Vice President of Education
NACM Great Lakes Region
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Driving
Directions
SHERATON INDIANAPOLIS CITY CENTRE HOTEL
31 WEST OHIO STREET
INDIANAPOLIS, INDIANA, 46204
Directions From Cincinnati
Take Interstate 74 West to Interstate 495 South to Interstate 65 North. Take 65N to the Market Street Exit. Take Market Street to
College Avenue and turn right. Proceed to Ohio Street and turn left. The hotel is 4 blocks ahead.
Directions From Chicago
Take Interstate 65 South to the Meridian Street Exit. Proceed down the ramp and turn right at the second stop light. Take Meridian
Street to Ohio Street and turn right. The hotel is ahead on the left.
Indianapolis International Airport
Take Interstate 74 East to Interstate 465 South to Interstate 70 East. Take 70E to the Illinois Street Exit (one way). Proceed 7 blocks
to Ohio Street and turn right. The hotel is ahead on the right
Directions From Louisville
Take Interstate 65 North to the Market Street Exit. Take Market Street to College Avenue and turn right. Proceed to Ohio Street and
turn left. The hotel is 4 blocks ahead on the left
Directions From Amtrak Station
Head North on South Illinois Street for four blocks. Turn right on West Ohio Street.
*Amtrak station is within walking distance to the hotel
For best results, please look up the
address on MapQuest, Google Maps or
your favorite navigation website.
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Pr
cts
u
d
o
and Serv
ice
s
NACM Connect is pleased to offer the following products and services.
COMMERCIAL
COLLECTION
SERVICES
CREDIT REPORTING
SERVICES
• Commercial
Credit Reports
• Consumer Credit Reports
• Credit Application Processing
• International Credit Reports
• Portfolio Risk Analysis
Electronic Claims Placement
Maximum Dollar Recovery
Personal Service
EDUCATION
STAFFING SERVICES
Workshops and Seminars
Webinars
On-Site Training
•
•
•
• Direct
Hire
• Employment Screening
• Temporary Positions
• Temp-to-Hire
INSTITUTE OF
CREDIT
• Annual
Credit Conferences
• Credit 101, Credit 102 and Credit 103
• Professional Designation Programs
• Self-Study and Exam Reviews Courses
CREDIT GROUP
SERVICES
• Industry
Credit Groups
• International Credit Professionals Group
• SAP Users Group
•
PUBLICATIONS
• Business
Credit Magazine
• Bimonthly Newsletter
•
OTHER SERVICES
• Billing
Solutions Services
• Cash Flow Solutions
• Check Guarantee Services
• Credit Management Software
• Credit Card Processing
• Credit Insurance
• Critical Document Management
• Deductions Management
• Electronic Funds Transfer
• Online Credit References
• Retail Account Monitoring
• Sales Tax Management Software
• UCC and Mechanics Liens Filings
• Virtual Lockbox
For more information, or if you have any questions email [email protected].
NACM Connect
3005 Tollview Drive
Rolling Meadows, IL 60008
P 847.483.6400 • F 847.253.6685
[email protected]
www.nacmconnect.org