CREDIT FEVER - NACM Gateway Region

2016
Registration Information
NACM Gateway Region
Credit Conference
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Company Name
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Address
City
State
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Form
(An email confirmation will be sent to attendees.)
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Do you accept text messages?
qNo
Payment Information
Tuesday - October 25
• Payment must be received prior to October 10, 2016.
• Cancellation deadline for a full refund is October 10, 2016.
• Cancellations received after October 10, 2016, will NOT be refunded.
8:15 – 9:15 a.m.
Keynote Session – JOHN O’LEARY
Today is Your Day. Live Inspired.
9:45 – 11:00 a.m.
q The Global Economy
q Creating an Advantageous Partnership
for Both Credit and Sales
11:30 a.m. – 12:30 p.m. q News from NACM National
q New Tools and Features of the
National Trade Credit Report
1:30 – 2:45 p.m.
q Cave Without a Name – Teambuilding
Exercise – Part 1
q Updates on Credit Card Surcharging
qYes
You may choose a team discount or an early bird
registration rate. Only one payment option may be selected.
Registration Fee
By Sept 7
After Sept 7
qTwo-Day Registration
Member
$339
$379
$__________
Non-Member
$678
$758
$__________
Member
$229
$259
$__________
Non-Member
$458
$518
$__________
qOne-Day Registration
3:15 – 4:30 p.m.
q Cave Without a Name – Teambuilding
Exercise – Part 2
q Electronic Documentation
Coupons$____________
Team Discounts
Wednesday - October 26
8:30 – 9:45 a.m.
q Coloring your Success - Power
of Persuasion
q Missouri and Illinois Mechanics
Lien Laws
10:15 – 11:30 a.m.
q Prepping for Litigation
q Build a Better Credit File – Make a
Better Decision
1:00 – 2:15 p.m.
q The Basics of International Credit
q Managing Unclaimed Property
2:15 – 3:15 p.m.
Keynote Session – ROBERT MORKISZ
Combining Personal Devices with Work
• 5 – 9 attendees from the same company
•
Total Cost $____________
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.
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
Email to:
[email protected]
REGISTER ONLINE AT WWW.NACMGATEWAY.ORG
Mail to:
NACM Connect Headquarters
3005 Tollview Drive
Rolling Meadows, IL 60008
2016 NACM
Gateway Region
Credit Conference
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October 25-26
Orlando’s Conference Center
Maryland Heights, MO
Register online at www.nacmgateway.org
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You’re
REDIT
EVER
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About the Conference
Location
Boogie on down, join your co-workers and get ready for a groovy
time at this year’s Credit Fever! The NACM Connect affiliates and
the NACM Connect Institute of Credit are ready for a Far Out time
at this year’s Disco themed Credit Conference, October 25-26, at
the Orlando’s Banquet/Conference Center in Maryland Heights, MO.
Orlando’s Banquet/Event Center
2050 Dorsett Road, Maryland Heights, MO 63043
Hotel Accommodations
Hotel reservations can be made at the Doubletree Hotel St. Louis
at Westport, 1973 Craigshire, St. Louis, MO 63146. Please call
314.434.0100 and ask for the NACM Gateway Region roomblock
to receive the conference rate of $129/night. The cut-off date is
September 23, 2016. Reservations received after this date will be
accepted on a space and/or rate available basis
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.
Methods of Registration
Please choose one of the following methods to register for the 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.
On behalf of the NACM/Chicago-Midwest Board of Directors, NACM
Gateway Region Advisory Board and Education 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!
Online
Visit www.nacmgateway.org to register online.
Why Should You Attend
Email
Complete the enclosed registration form and email it to NACM Connect
at [email protected]. Credit card payments can be made
upon receipt of invoice.
• Hear John O’Leary’s inspirational Keynote Address - one of
the nations most sought after speakers
• Learn from expert speakers from across the country who are
specialists in their fields.
Mail
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.
Team Discounts
You may send your completed Registration Form with payment to:
NACM Connect
Attn: Credit Conference Registration
3005 Tollview Drive
Rolling Meadows, IL 60008-3708
• Connect with and learn from industry peers.
• Earn Continuing Education Units, CCE recertification points
•
•
•
•
• 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.
Your Registration Includes:
•
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i n v i t e d t o ...
General sessions
Continental breakfasts and buffet lunches
First Night networking reception
Exhibit hall entry and contests
Morning and afternoon breaks & refreshments
Two full days of concurrent educational sessions
Discount (Early-Bird) Member Pricing
By 9/7/16
Two-Day Registration
One-Day Registration
2
$339
$229
After 9/7/16
$379
$259
Schedule
At - A Glance
Key:
B = Basic
I
= Intermediate
A = Advanced
E = Everyone
These ratings are just
suggestions and in no way should
preclude anyone from attending
sessions of interest.
Tuesday - October 25
7:30 – 8:00 a.m.
Registration and Breakfast
8:00 – 8:15 a.m.
Welcome Remarks - NACM Connect President, Phil Lattanzio, CCE
8:15 – 9:15 a.m.
Today is Your Day. Live Inspired. - Opening Keynote Speaker: JOHN O’LEARY
9:15 – 9:45 a.m.
Break
9:45 – 11:00 a.m.
The Global Economy
Ross Elford, First Vice President, Commerce Bank
11:00 – 11:30 a.m
Break
11:30 a.m. – 12:30
p.m.
News from NACM National
Chris Ring, NACM National
12:30 – 1:30 p.m.
All Conference Luncheon
E
Creating an Advantageous Partnership for Both Credit
and Sales
I
Kevin Stinner, CCE, Crop Production Services
E
New Tools and Features of the National Trade Credit E
Report
Phil Lattanzio, CCE, NACM Connect
1:30 – 2:45 p.m.
Cave Without a Name – Teambuilding Exercise – Part 1
Cheryl Pinson, CCE, Bunge North America
E
2:45 - 3:15 p.m.
Break
3:15 – 4:30 p.m.
Cave Without a Name – Teambuilding Exercise – Part 2
Cheryl Pinson, CCE, Bunge North America
E
4:30 – 5:30 p.m.
Reception and Networking Event - Hosted by the Exhibitors
Registration and Breakfast
8:30 – 9:45 a.m.
Coloring your Success - Power of Persuasion
Diana Crowe, IAB Inc.
10:15 – 11:30 a.m.
11:30a.m. – 1:00 p.m.
A
Electronic Documentation
I
Thomas Fawkes, Esq., Goldstein & McClintock; Brian
Jackiw, Esq., Goldstein & McClintock
Wednesday - October 26
8:00 – 8:30 a.m.
9:45 – 10:15 a.m.
Updates on Credit Card Surcharging
Matt Fluegge, Vantiv; Ron Clifford, Blakeley and
Blakeley
E
Missouri and Illinois Mechanics Lien Laws
I
Garry Seltzer; Kevin Seltzer, Seltzer & Seltzer L.C.
I
Build a Better Credit File – Make a Better Decision B
Larry Lipschutz, CCE, French Gerleman; Curtis
Litchfield, CCE, Land O Lakes; Cheryl Pinson, CCE,
Bunge North America
Break
Prepping for Litigation
Thomas Fawkes, Esq., Goldstein & McClintock; Brian
Jackiw, Esq., Goldstein & McClintock
All Conference Luncheon
Managing Unclaimed Property
A
Mark Paolillo, CPA, Ryan, Inc.; Susan Han, Ryan, Inc.
1:00 – 2:15 p.m.
The Basics of International Credit
B
John Gilsinn, VP of Enterprise Risk, Bunge North America;
Wilma Grable, CICP, White Rodgers Division of Emerson;
Jennifer Schwesig, Armstrong Teasdale
2:15 – 3:15 p.m.
Combining Personal Devices with Work - Closing Keynote Speaker: ROBERT MORKISZ
3:15 – 4:30 p.m.
Networking Hour
3
Keynote
Speaker
John O’Leary, Bestselling Author & Speaker
Today is Your Day. Live Inspired.
Tuesday, 8:15 -9:15 a.m.
John O’Leary has lived through worse than most can imagine. At the age of nine, John was severely burned on 100% of his body.
No one expected him to survive the first night. But he did. He then survived months in a hospital bed, dozens of surgeries, and
years of therapy. Before his tenth birthday, John lost all
of his fingers to amputation.
This wasn’t the end. John’s journey was just beginning.
From this tragedy, John received the greatest gift –
embracing the truth that regardless of our personal and
professional challenges, we choose how to:
•Navigate adversity through decision-making
•Reveal a brighter vision for what’s possible
•Live boldly to impact others
As a boy in that hospital bed, John could not have foreseen
the amazing things he would accomplish. But his journey
proved more empowering and rewarding than he could
have ever imagined. It gave him strength. It fueled and
drove him on. It provided hope. It taught him compassion
and understanding, and it gave him a solid foundation for
living. Some call John a survivor, but he is so much more
than that. John O’Leary is a beacon of hope, and he’s
ready to share his message with you. John now lives to
share his story and to spark the stories of others living
boldly, so that together we can forge an extraordinary
future by finding the possibility in the present.
In 1987, John O’Leary was a curious nine-year-old boy.
Playing with fire and gasoline, John created a massive
explosion in his home and was burned on 100% of his body.
He was given 1% chance to live. This epic story of survival
was first showcased in his parents’ book, Overwhelming
Odds, in 2006. It was this book that first invited John to
embrace his miraculous recovery and share it with the
world. Today, John is the author of the instant #1 National
Bestselling book, ON FIRE: The 7 Choices to Ignite a
Radically Inspired Life and an inspirational speaker
teaching more than 50,000 people around the world each year how to live inspired. Consistently described as “the best
speaker we’ve ever had,” John’s emotional storytelling, unexpected humor and authenticity make each of his presentations
truly transformational.
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Keynote
Speaker
Rob Morkisz, IT Concierge Team, Enterprise Holdings Inc.
Combining Personal Devices with Work
Wednesday, 2:15 - 3:15 p.m.
Join us for an informal discussion on combining personal devices (especially iPhones) with work devices. This can include:
• email syncing,
• calendar syncing and management;
• organization of contacts (personal vs. work);
• storage issues and cloud storage;
• security concerns.
Bring your questions for a relaxed conversation with
Rob Morkisz, IT Concierge Team, Enterprise Holdings
Inc.
Robert Morkisz, although primarily a St. Louisan,
was born in Germany and spent time in New York
and Texas. Rob was always fascinated by technology
since being introduced to computers when he was
a child. He has worked in the IT field since 1996
and for Enterprise Holdings since 1999. Rob began
his career at Enterprise at the Help Desk and held
multiple roles before his job in IT Concierge where
the skills he honed in his previous positions came to
the fore. As part of the IT Concierge team, Rob assists
Enterprise employees with using personal devices for
Enterprise business.
Rob has received numerous awards for Teamwork,
Customer Service, and being an MVP while at the
help desk and was the HDI Gateway Desktop Support
Technician of the Year award recipient (2014).
5
Tuesday, October 25
Educational Sessions
9:45 – 11:00 a.m.
11:30 a.m. – 12:30 p.m.
The Global Economy
News from National
Given the chaos with the European Union, the upcoming US elections
and other world factors, the economic conditions across the board are
changing rapidly. This presentation will involve an examination of current
and future trends in the U.S. and international economic environment.
Particular focus will be placed on central bank monetary policy and its
impact in the financial markets.
NACM’s National office continues to add value to the membership of
all NACM members. From added products and services, enhancements
to the NACM Knowledge Center and the constant finger on the pulse of
Capitol Hill, in this session you will learn first-hand what has evolved
since the last conference and what to expect until the next.
Speaker: Ross Elford, First Vice President,
Commerce Bank
Creating an Advantageous Partnership for
Both Credit and Sales
Speaker: Chris Ring, NACM National; Robin
Schauseil, CAE, NACM National
New Tools and Features of the National
Trade Credit Report
Speaker: Kevin Stinner, CCE, Crop Production
Services
Credit and sales have enjoyed a symbiotic relationship for a long time.
The simple truth is that credit does not exist without sales, and sales rely
on credit to help insure expansion of sales, and continued profitability
for the firm. The two parties working against one and another creates
friction, and an environment that is not advantageous for the firm;
however, by working together the two partners will find that they have
much more in common than they thought. This session will explore why
having a strong partnership between credit and sales is so important, how
to create new bonds, and in so, strengthening the relationship between
credit and sales. Learn to maintain that good working relationship
between both credit and sales.
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Speaker: Phil Lattanzio, CCE, President & COO,
NACM Connect
The NTCR continues to grow in strength and expand by adding features
and tools. The Portfolio Risk Analysis Tool enables you to benchmark your
company’s AR portfolio against the entire NACM database or tradelines,
or against a specific industry and any of your credit groups. The nonmember credit reference tool can automate your job of responding to
reference requests, while keeping you informed about who is asking
and how often. The Account Monitor service can also help you keep a
watchful eye on key accounts. Come and learn about these and other
time and cost savings features of NACM’s National Trade Credit Report.
Tuesday, October 25
Educational Sessions
1:30 – 2:45 p.m.
3:15 – 4:30 p.m.
Cave Without a Name – Teambuilding
Exercise – Part 1
Cave Without a Name – Teambuilding
Exercise – Part 2
Speaker: Cheryl Pinson, CCE, Bunge North America
It started innocently enough. A group of tourists enters a living cave
near the Guadalupe River in Texas. Amazed by the fascinating rock
formations and mysterious passageways, the group descends deep into
unexplored territory when suddenly, they hear a loud sound. “Shoof!”
Before they can react, the caverns are consumed by a rush of water
that begins to steal the air. The lights go dark, and now the group
huddles in terror as they realize they’re trapped with no obvious way
out.
In this two part teambuilding exercise you will learn to hone group
problem-solving skills, learn how groups make decisions and the
advantages to consensus decision making. You will also learn
techniques to improve your communication skills and the basic three
elements of synergy.
Updates on Credit Card Surcharging
Speakers: Matt Fluegge, Vantiv; Ron Clifford,
Blakeley and Blakeley
Speaker: Cheryl Pinson, CCE, Bunge North America
The continuation of the teambuilding training described in the 1:30
sessions.
Electronic Documentation
Speakers: Thomas Fawkes, Esq., Goldstein
& McClintock; Brian Jackiw, Esq., Goldstein &
McClintock
In light of the dramatic rise in the use of technology – in particular, the
internet – to facilitate business to business commercial transactions,
credit professionals are justifiably concerned about the validity and
enforceability of contracts that are generated and signed through
electronic means. During this interactive session, Thomas Fawkes
and Brian Jackiw of Goldstein & McClintock LLLP will discuss general
principles of contract law, how those principles shape federal and state
laws governing electronic contracts and signatures, and the opportunities
– and potential pitfalls – of shifting contract practice to a digital or cloudbased platform.
Three years ago the Card Networks changed their operating rules to
allow surcharging of credit card payments. Many businesses still struggle,
however, with exactly what the rules are, the state-by-state legalities. In
this session you will hear not only about surcharging, but also how you can
better control card acceptance costs.
7
Wednesday, October 26
Educational Sessions
8:30 – 9:45 a.m.
10:15 – 11:30 a.m.
Coloring your Success - Power of Persuasion
Prepping for Litigation
Speaker: Diana Crowe, IAB Inc.
Wouldn’t it be nice if everyone thought the same way we did? We know
this isn’t how the world works, so it’s important to be able to effectively
communicate your position and understand how to achieve the WINWIN in our dealings with others, both personally and professionally. In
this session, we study the “color” of our personalities and how that
knowledge can be utilized for improved powers of communication
and persuasion. Whether you are a Red, Green, Blue, or Rainbow
personality, the useful tools presented will help pave the way to your
success.
Missouri and Illinois Mechanics Lien Laws
Speakers: Garry Seltzer & Kevin Seltzer, Seltzer &
Seltzer, L.C.
Are you confused by mechanics lien laws, or unsure how they differ
between Missouri and Illinois? In this session, Garry Seltzer and Kevin
Seltzer of Seltzer & Seltzer, L.C. will share with us how the lien laws
benefit sub-contractors and material suppliers, and how we, as vendors,
can protect our rights to utilize mechanics liens as effective collection
devices. They will discuss the specific requirements suppliers must
follow in order to utilize the mechanics lien for their benefit. Because
mechanic’s liens are not permitted on State or Federal projects, the
alternative tool, Payment Bonds, will also be addressed.
8
Speakers: Thomas Fawkes, Esq., Goldstein
& McClintock; Brian Jackiw, Esq., Goldstein &
McClintock
As a general matter, credit managers prefer to resolve disputes concerning
customer delinquencies through informal negotiations. However, when
such efforts have been exhausted, litigation may become necessary in
order for a company to collect on past-due balances. By proactively
planning, a company can achieve the dual objectives of maximizing its
recoveries through litigation and minimizing its out-of-pocket costs.
During this presentation, Thomas Fawkes and Brian Jackiw, Partners
with the law firm of Goldstein & McClintock LLLP, will guide participants
through the best practices for effectively and efficiently preparing for
a customer litigation case, with a particular emphasis on document
preparation and preservation, communications with outside counsel, and
conducting a cost/benefit analysis for litigation decision-making.
Build a Better Credit File – Make a Better
Decision
Speakers: Larry Lipschutz, CCE, CICP, French
Gerleman; Curtis Litchfield, CCE, Land O Lakes;
Cheryl Pinson, CCE, Bunge North America
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.
Wednesday, October 26
Educational Sessions
1:00 – 2:15 p.m.
The Basics of International Credit
Speakers: John Gilsinn, VP of Enterprise Risk, Bunge
North America; Wilma Grable, CICP, White Rodgers
Division of Emerson; Jennifer Schwesig,
Armstrong & Teasdale
It’s no news that the international marketplace is ever growing and ever
changing. Is your company new to international? What impact will Brexit
and other potential E.U. withdrawals have on how you conduct business
internationally? The fundamentals haven’t changed much, but it may
be time for you to brush up on your knowledge of international payment
methods, foreign exchange and other basic international practices. Or
perhaps your company is just getting into importing or exporting. Either
way – this introduction to the basic of international business is a must
attend.
Managing Unclaimed Property
Speakers: Mark Paolillo, CPA, Ryan, Inc.
Susan Han, Ryan, Inc.
Managing Unclaimed Property balances and escheating to the state can
be a cumbersome process for any credit department. But there are some
recent changes to the legal requirements over the last couple of years
that make the process more “debtor friendly.” Come hear two experts
speak on this topic explain the changes and stay up to date on the latest
requirements to be sure you are not doing more work than is needed, but
have everything covered. There will be a special emphasis on the laws
in Missouri and Illinois.
9
Speakers
Ron Clifford
Ronald A. Clifford is a partner at Blakeley & Blakeley LLP. Mr. Clifford
joined the firm in 2006 and focuses his practice on creditor’s rights
and bankruptcy. Mr. Clifford has extensive experience representing
creditors both in and out of court and throughout the country. He
regularly represents creditors individually in bankruptcy cases, as well
as collectively as counsel to creditor committees. He also regularly
represents creditors in non-bankruptcy commercial litigation and out
of court insolvency proceedings.
Diana Crowe
Since joining IAB in 1995, Diana has worked in a number of companies
in a variety of industries with their deduction and accounts receivable
challenges. In addition to her operational experience, Diana has a
strong background in training and education. She has provided on-site
training and webinars in a wide variety of subjects for IAB’s clients
and various industry trade groups and organizations, including NACM
and CRF. Along with her degree in Management, she has extensive
experience working in all aspects of accounts receivable, including
credit management, collections, and deduction experience. Her
article, “Targeting Success with Deductions” was published in the
2012 CRF Deduction Survey. In 2014, she provided training for the
CRF’s Online Training Program for their Deduction Basic and Advanced
Courses.
official committees, unsecured
and secured creditors,
debtors, financial institutions,
post-confirmation trustees
and asset purchasers in chapter 11 and 7 bankruptcy cases, out-ofcourt restructurings, and liquidation proceedings throughout the
United States. Tom also assists his clients in structuring commercial
transactions with a view towards mitigating risk of future bankruptcy
and insolvency losses. Tom has been selected by the editors of
Turnarounds & Workouts as an Outstanding Young Restructuring
Lawyer, an honor given to only 12 attorneys across the United States
each year.
Matt Fluegge
Matt Fluegge is an Executive Consultant with Vantiv and the Manager
of Vantiv’s partnership with the NACM. Vantiv is the world’s 2nd largest
purchase transaction processor. Matt has been with Vantiv for 12 years
and specializes in credit card acceptance and payment processing in
the Business-to-Business industries. He has a Business Administration
degree in Finance, and he and his family live in Madison, WI. Vantiv
and its partner company, United TranzActions, have been the NACM
affiliates’ preferred payment processing partners for over 16 years.
Matt also works one-on-one with NACM members to provide payment
processing services that improve efficiency, security, and income.
Susan Han
Ross Elford
Ross has a career devoted to capital markets. Prior to joining
Commerce Bank in 2012, Mr. Elford was employed by Bank of America/
Merrill Lynch for 32 years, concentrating on mainly on institutional
and public sector investments Mr. Elford is registered as a General
Securities Representative with the Financial Industry Regulatory
Authority (FINRA). He is also registered as a Securities Municipal
Representative and Securities Government Representative with the
Federal Reserve Board. Mr. Elford Graduated from Missouri Western
State University with a Bachelor of Science Degree in Business
Administration, and the University of Wisconsin Graduate School of
Banking.
Thomas Fawkes, Esq.
Thomas Fawkes is a partner with the law firm of Goldstein & McClintock
LLLP in its Chicago office. Tom focuses his practice on bankruptcy,
creditors’ rights and financial restructuring matters, representing
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Susan has over 17 years of unclaimed property technical experience.
She has developed strong working relationships with various state
unclaimed property administrators, attorneys, accountants, and
statisticians. In addition, she has hands on experience working
with all of the largest third party audit firms. Susan has given many
presentations for Fortune 500 clients, state unclaimed property
administrators, and various professional organizations, including
Council On State Taxation, Institute for Professionals in Taxation,
International Accounts Payable Professionals, Lorman Education
Services, Tax Executives Institute, and Unclaimed Property
Professionals Organization. She has also authored and co-authored
numerous articles in the area of unclaimed property, including the
following publications: Checkpoint, COST Practitioner Connection,
Chesapeake Systems Newsletter, Washington CPA Magazine, and
Thomson Reuters Newsletter. She is a member of the Unclaimed
Property Professionals Organization (UPPO), the Council On State
Taxation, and the Wisconsin Bar Association.
Speakers
Brian Jackiw, Esq.
Brian Jackiw is a Partner with the law firm of Goldstein & McClintock in
its Chicago office. Brian is experienced in bankruptcy and commercial
litigation, having represented plaintiffs and defendants in avoidance
actions, complex bankruptcy claim disputes, breach of fiduciary
duty actions and bankruptcy fraud litigation. Beyond litigation in
the bankruptcy courts, Brian has experience in general collection
and commercial law litigation. Brian has also spent significant time
advocating on behalf of general unsecured creditors through his
representation of official committees of unsecured creditors. Before
becoming an attorney, Brian served as an Officer in the U.S. Army and
was a Defense Contractor, playing an integral role in the development
of our nation’s defenses to missile attacks.
Phil Lattanzio, CCE
Phil Lattanzio, CCE, is the President and Chief Operating Officer of
NACM/Chicago-Midwest and its operating affiliates, NACM Midwest,
NACM Upstate New York, NACM Gateway Region and NACM Great Lakes
Region. He has been with the National Association of Credit Management affiliate since 1999 and has been in the position of President
since 2003. Under his direction, NACM/Chicago-Midwest has grown
to the largest of the NACM affiliates while returning the Association
to profitability as he continues to grow revenues and contain costs.
Prior to this position, Lattanzio was the Corporate Credit Manager at
Knaack Manufacturing Company in Crystal Lake, IL, where for seven
years he was accountable for the credit and accounts receivable
functions. Prior to Knaack, he worked in the credit departments for
Scotsman Industries, Inc. and Union Oil Company of California. Lattanzio is a graduate of Bradley University in Peoria, IL. He currently
serves as the Chair of NACM’s National Trade Credit Report Committee.
Larry Lipschutz, CCE, CICP
Larry Lipschutz, CCE, CICP, is the Director of Credit & Collections
at French Gerleman, a leading regional distributor of automation,
datacom, electrical, power transmission and safety products and
services to the industrial, commercial and construction markets.
He has more than 30 years of experience in commercial credit and
collections in a variety of industries. He has been an active member of
NACM Gateway Region for more than 25 years, and is currently serving
on the board of directors of NACM Midwest. Larry is a member of both
the Membership Activities Committee and the Education Committee of
NACM Gateway, formerly serving as chair of each of those committees.
Larry earned his MBA and Masters of Information Management degrees
from Washington University
in St. Louis and his Bachelor’s
degree from the University of
Illinois.
Curtis Litchfield, CCE
For the majority my 27 year career with Purina Mills and Land
O’Lakes, I have held various roles in the Customer Financial Services
department. Within Customer Financial Services, my roles have
involved managing a centralized and decentralized credit department
where my team handled all functions of the credit department from
approving new customers, collecting past due balances and working
closely with our business partners, sales and marketing. Prior to
joining the Customer Financial Services, I sent my first 10 years of
my career in sales and business development where I prepared and
presented financial analysis and assisted our customers in developing
business strategies and growth plans. I attended the NACM’s Graduate
School of Credit and Financial Management where I obtained my CCE
designation. For the last 4 years, I have been an instructor for NACM
Connect in St. Louis.
Mark Paolillo, CPA
Mark has more than 30 years of public accounting experience serving
clients in a variety of industries, and lectures on various tax topics for
Ryan clients. Additionally, he has appeared as a speaker for the Council
On State Taxation, Greenberg Traurig LLP Unclaimed Property Webinars,
Tax Executives Institute, and the Unclaimed Property Professionals
Organization. Mark is co-author of the authoritative reference Bureau
of National Affairs, Inc. Portfolio on Unclaimed Property. Other recent
publications include COST Practitioner Connection, Checkpoint, and
Journal of Multistate Taxation and Incentives. He is a member of the
Unclaimed Property Professionals Organization (UPPO), the American
Institute of Certified Public Accountants, the Massachusetts Society of
Certified Public Accountants, and the Association of Certified Fraud
Examiners.
Cheryl Pinson, CCE
Cheryl has worked in the Credit and Collections field for more than
20 years working for Brown Shoe Co and GE Capital. She had been
the Credit Manager at Watlow Electric Manufacturing Co since
11
Speakers
2005, responsible for both domestic and international collections
for the manufacturing company and is also Six Sigma / Greenbelt
certified. She recently joined Bunge North America as the Regional
Credit Manager. Cheryl also teaches various courses for the NACM
Connect Institute of Credit. She was awarded with the NACM
Gateway President’s Award in 2012 for her many contributions to the
Association. She also received the National Instructor of the Year
Award at Credit Congress in 2015.
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 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.
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.
Garry Seltzer
Garry Seltzer, Partner with the Law Office of Seltzer & Seltzer, L.C.,
has been practicing law since 1979. He is admitted to the bar in
Georgia, Missouri and Illinois and appeared before the U.S. Supreme
Court in 1989. Garry earned his B.A. from Southern Illinois University
12
and his JD from the
University of Georgia.
His practice specializes
in Mechanics Liens,
Public Works bonds,
Labor and Material Bonds, Payment Bonds, Commercial Collections,
Accounts Receivable and Debtor/Creditor disputes. He is a published
author and a frequent speaker before NACM trade groups and similar
organizations.
Kevin Seltzer
Kevin Seltzer, Partner with the Law Office of Seltzer & Seltzer, L.C., has
been practicing law since 2007. He is admitted to the bar in Missouri
and Illinois. Kevin earned both his B.S.B.A. and J.D. degrees from the
University of Missouri. Kevin has represented construction clients in
four states and has adjudicated mechanic’s liens cases, bond claims
and general collection cases for residential and commercial projects.
Kevin has also presented to NACM trade groups on collections and
mechanics liens.
Jennifer A. Schwesig
Jennifer Schwesig serves as the leader of Armstrong and Teasdale’s
International practice group. She understands that to be truly
competitive, companies must have a business orientation that is global
in scope and that organizations must often bridge the amalgam of
local, national and foreign country laws as well as analyze the added
risks that accompany any overseas transaction. She counsels both
domestic and foreign clients on international corporate compliance
issues and business transactions. Jennifer regularly assists clients
with complying with US export controls, economic sanctions and
embargoed country transactions, anti-boycott laws and the Foreign
Corrupt Practices Act. Jennifer was chosen as a Law360 “Rising Legal
Star” in 2010, named a “Rising Star” by Missouri/Kansas Super Lawyers
in 2009, 2011-2013, and was recognized by the St. Louis Business
Journal as one of St. Louis’s 40 under 40 in 2008.
Kevin Stinner, CCE
Kevin has been in the field of credit and collections since 2007. He
earned his BA in Business Management and leadership in 2001 from
Blackburn College, and a MBA with emphases in management in 2004
from AIU. He is currently an Area Credit Manager with Crop Production Services where he has worked since 2007, and is also an adjunct
teacher for Frontier College’s business department. He earned his CBA
designation in March 2010, CBF in May 2011, CCRA in August 2013,
and CCE in November 2011. He is currently a secretary of the NACM
Gateway Advisory Board.
Thank You
Conference
Committee
Carol Candrl, Frost Electric Supply
Staci Cima, CCE, Crescent Parts and Equipment
Larry Lipschutz, CCE, CICP, French Gerleman
Delilah Morkisz, Color-Art Integrated Interiors, LLC
Cheryl Pinson, CCE, Bunge North America
Kevin Stinner, CCE, Crop Production Services
Sponsors / Exhibitors
13
Silent
Auction
Dear Member,
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 $47,700 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 Gateway Region
14
Driving
Directions
Orlando’s Conference Center
2050 Dorsett Village
Maryland Heights, MO 63043
DoubleTree Hotel St. Louis
Westport
1973 Craigshire Rd
St Louis, MO 63146
From Lambert International Airport
Highway 70 West to Highway 270 South to the Dorsett exit. At the
Dorsett exit, turn right (West) on Dorsett. Go to the first stop light
(McKelvey) and turn right. Enter plaza at second left entrance.
Orlando’s will be straight ahead.
From South County
Take Highway 270 North to the Dorsett exit. At the Dorsett exit,
turn left (West) on Dorsett. Go to the first stop light (McKelvey)
and turn right (North). Enter plaza at second left entrance.
Orlando’s will be straight ahead.
From Downtown
Take Highway 40 West to 270 North. Exit at Dorsett. At the
Dorsett exit, turn left (West) on Dorsett. Go to the first stop light
(McKelvey) and turn right (North). Enter plaza at second left
entrance. Orlando’s will be straight ahead.
From West County
Take Highway 40 East to 270 North. Exit at Dorsett. At the
Dorsett exit, turn left (West) on Dorsett. Go to the first stop light
(McKelvey) and turn right (North). Enter plaza at second left
entrance. Orlando’s will be straight ahead.
From St. Charles
Take Highway 70 East to 270 South. Exit at Dorsett. At the Dorsett
exit, turn right (West) on Dorsett. Go to the first stop light (McKelvey)
and turn right (North). Enter plaza at second left entrance. Orlando’s
will be straight ahead.
Parking
On-site parking is complimentary.
From Lambert International Airport
Merge onto I-70 west for approx. 3 mi. Merge onto I-270 south via
Exit 232 towards Memphis. Merge onto Page Ave./Mo-D via exit
16A. Take the ramp towards Lackland Rd/Westport Plaza. Turn right
on Lackland Rd. Lackland becomes Craigshire. Hotel is on right
hand side.
From SouthEast
From the Southeast take Hwy 40/64 West to I-270 North. Merge
onto I-270 south then merge onto Page Ave/Mo-D via exit 16A.
Take the ramp towards Lackland Rd/Westport Plaza. Turn right on
Lackland Rd. Lackland becomes Craigshire Hotel is on right hand
side.
From Northeast
From the Northeast take 55 south, just outside of St. Louis merge
onto 270 West. Follow I-270 for 20 mi. Merge onto Page Ave/Mo-D
via exit 16A. Take the ramp towards Lackland Rd/Westport Plaza.
Turn right on Lackland Rd. Lackland becomes Craigshire Hotel is on
right hand side.
From West
Take I-70 east. Merge onto I-270 south then merge onto Page Ave/
Mo-D via exit 16A. Take the ramp towards Lackland Rd/Westport
Plaza. Turn right on Lackland Rd. Lackland becomes Craigshire
Hotel is on right hand side
From SouthWest
I-270 south then merge onto Page Ave/Mo-D via exit 16A. TAke the
ramp towards Lackland Rd/Westport Plaza. Turn right on Lackland
Rd. Lackland becomes Craigshire Hotel is on right hand side.
15
s and Servic e s
t
c
u
d
o
r
P
NACM Connect is pleased to offer the following products and services.
Commercial Collection Credit Reporting
Services
Services
Electronic Claims Placement
• Maximum Dollar Recovery
• Personal Service
•
Education
Staffing Services
Workshops and Seminars
• Webinars
• On-Site Training
•
Annual Credit Conferences
• Professional Designation Programs
• Self-Study and Exam Reviews Courses
• Credit 101, Credit 102 and Credit 103
•
Credit Group Services
Industry Credit Groups
• Online Credit References
• SAP Users Group
• International Credit Professionals Group
•
Other Services
•
•
•
•
•
•
•
•
•
•
Business Credit Magazine
• The InterConnection Newsletter
• Bi-Monthly e-Newsletter
•
Temporary Positions
• Temp-to-Hire
• Direct Hire
• Employment Screening
•
Institute of Credit
Publications
Commercial Credit Reports
• Consumer Credit Reports
• International Credit Reports
•
•
•
•
•
Billing Solutions Services
Cash Flow Solutions
Check Guarantee Services
Credit and Deductions
Management Software
Credit Card Processing
Credit Insurance
Credit Risk Management
Critical Document Management
Electronic Funds Transfer
Online Bill Pay
Online Credit Applications
Retail Account Monitoring
UCC and Mechanics Liens Filings
Sales Tax Management Software
For more information, or if you have 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
.