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September 17, 2014 - Financial Statement & Ratio Analysis


September 18, 2014 - Legal Do's and Don'ts Associated with Debt Collections


September 17 & 18 - 2014 NACM Gateway Region Credit Conference - Credit Fest


October 8, 2014 - "Get Paid - Negotiation Techniques and Collection Strategies


October 8 & 9 - 2014 NACM Midwest Credit Conference - Credit Fest

 

October 16, 2014 - Legal Conference for Credit Professionals

 

November 5, 2014 - 5 C's of Credit - "The Evaluation Process"



 

Financial Statement & Ratio Analysis

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What:    NACM GLR Networking and Educational Program

When:   September 17, 2014

Time:    3:00 - 4:45pm - Presentation

               4:45 - 5:30pmFocus Group Meeting/Refreshments    

Where:   Kirby Risk Training Cener

Cost:       $10.00 per attendee ($5.00 for 3 or more from same company)

 

                            $15.00 per non-member attendee

Topic:     Financial Statement & Ratio Analysis

 

PROGRAM DETAILS:

 

Come prepared for an interactive session as we walk through basic financial statement and ratio analysis in the credit assessment of a company.  We will discuss the sections of the financial statement, which parts are most interesting, how they tie together, and what key ratios are most useful in credit management.

 

You will get a worksheet to help you perform an evaluation along with a listing of the key ratios, what they measure, and their formulas.  


 

 

Continuing Education Units (CEU’s) will be assigned


Presenter - Susan Thomas, CBA

 

Susan 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.

 


 

 Location:

 

Kirby Risk Training Center

1348 W 16th St.

Indianapolis IN 46202

 

For more information contact Kelly Hall:  317.225.4281 / This e-mail address is being protected from spambots. You need JavaScript enabled to view it


CLICK HERE to register for this event



 


 

Legal Do's and Don'ts Associated with Debt Collections


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WHAT:  NACM GLR Networking and Educational Program

WHEN: September 18, 2014

TIME:     11:30 - 12:30 - Lunch/Focus Group Meeting

               12:30 - 2:00 - Presentation

WHERE: Don Hall's Guesthouse

               1313 W Washington Center Rd

               Fort Wayne, IN 46825

COST:    $25 per attendee ($20 for 3 or more from same company)

TOPIC:   Legal Do’s and Don’ts Associated with Debt 

                      Collections

 

PROGRAM DETAILS:

 

Guest speaker, Thomas P. Yoder, a partner with the law firm of Barrett & McNagny LLP in Fort Wayne, Indiana, will address commercial credit practices; good and bad.  A bankruptcy law update; several new cases dealing with commercial collection issues (preferences, fraudulent conveyances, proofs of claim, etc.) and a case study based on an actual case.  A primer on how not to handle a distressed credit situation.

 

Continuing Education Units (CEU's) will be assigned. 

 

Speaker Bio:

 

Thomas P. Yoder is a partner with law firm of Barrett & McNagny LLP in Fort Wayne, Indiana, and concentrates his practice in the areas of business bankruptcy, creditors’ rights and general insolvency matters.  He is a cum laude graduate of Hanover College (B.A. History, 1974) and the Indiana University Maurer School of Law (J.D. 1977).  He is a Past President of the Indiana State Bar Association (1999-2000), a former member of the Board of Directors of the American Bankruptcy Institute (1994-2000), a former director of the Allen County Bar Association (2005-2008), and is a Fellow of the American College of Bankruptcy (2003).  He has also written and lectured extensively on bankruptcy and insolvency-related topics and is a co-author of Bankruptcy- A Survival Guide for Lenders (First ed. 1997; Second ed. 2008), published by the American Bankruptcy Institute and winner of the ABI’s Outstanding Publications Award (1997).  He has been listed in the last twenty-plus (20+) editions of “The Best Lawyers in America” and in every edition of “The Indiana Super Lawyers”.  In 2000, he was awarded the Sagamore of the Wabash distinction by the Governor of Indiana, the State’s most prestigious recognition of citizenship.

 

Contact Kelly Hall for more information: 317.225.4281 / This e-mail address is being protected from spambots. You need JavaScript enabled to view it

 

 

CLICK HERE to register for this event


 


 

 

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WHAT:  NACM GLR Networking and Educational Program

WHEN:  October 8, 2014

TIME:       3:00 - 5:00pm - Presentation

               5:00 - 5:30pm - Refreshments/Focus Group

WHERE: Roche Diagnostics Corporation

               9115 Hague Road, Building H3

               Indianapolis, IN 46250

TOPIC:   "Get Paid - Negotiation Techniques and Collection Strategies"

 

PROGRAM DETAILS:

 

A panel discussion on negotiation techniques, overcoming objections, and collection strategies.  Hosted by our esteemed panel of credit managers comprised of: John Allaben, Director of North America Order to Cash with Eli Lilly & Co;   Judy Wagner, CCE, MBA  with Roche Diagnostics Corp;    Larry LePage, CCE with Kirby Risk Corporation and Tom Scamahorn, CCE with Van Ausdall & Farrar. 

 

Continuing Education Units (CEU’s) will be assigned


Panel Bios:

 

John Allaben is a Financial Director in Eli Lilly and Company with responsibility for the North America Order-to-Cash (O2C) Shared Service Center operations and Global Business Process Outsourcing (BPO) Relationship Management. He directs all aspects of credit and accounts receivable management for North America operations and manages the global BPO support for global Purchase-to-Pay, Order-to-Cash, and General Accounting/Intercompany operations. John received his MBA from Indiana University and has 10+ years’ experience in the O2C functions.

 

Judy Wagner, CCE 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.  She has 25+ years’ experience, maintains her CCE designation, a member of the NACM GLR Board, Credit Research Foundation, and speaks at various local and national conferences on a variety of topics.

 

Larry LePage, CCE is the Credit Supervisor for Kirby Risk Corporation in Lafayette, IN.  He has been involved with Credit Management and associated with NACM since 1986.  Larry received his CCE designation in 1997.  Exposure to different types of businesses gives him diversity in the credit field.  Basically, Larry likes to be called an Integrity Coach.

 

R. Thomas Scamahorn, CCE is with VanAusdall and Farrar. He currently serves as the compliance manager for VA&F Financial and the accounts Receivable and credit manager for VanAusdall & Farrar Corporation. Thomas received his C.C.E. certification in 2005 and has served on the board for the NACM GLR.  Thomas was chairman of the board for the former American Credit Association of Indiana/Indiana Association of Credit Management for 2007-2008.


 

Please email questions you have for our panelists to my attention by September 17th.


Contact Kelly Hall for more information

317.225.4281 / This e-mail address is being protected from spambots. You need JavaScript enabled to view it

 


CLICK HERE to register for this event




 

 

kegler

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oct 16 Thursday, October 16, 2014

                   8:00 a.m. - 12:00 p.m., lunch following

                   WatersEdge Event and Conference Center

 

 

Kegler Brown, in conjunction with NACM Great Lakes Region, will present its annual Legal Conference for Credit Professionals on Thursday, October 16. This half-day seminar is central Ohio's premier legal conference providing compelling and timely topics that are imperative for credit managers.

 

 

Special guests this year will be representatives of NACM Connect. In July, NACM GLR was acquired by NACM/Chicago Midwest, one of the nation’s largest and strongest NACM affiliates and became part of the NACM Connect family.  Total membership in NACM Connect is nearly 2,400 and it sponsors 37 national and 55 local groups. Come and experience the excitement as a new era begins!
 
Breakfast and lunch will be served to all guests.

 

Agenda

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new venue  WatersEdge Event and Conference Center
                              4643 Trueman Blvd
                              Hilliard, OH, 43206






5 C's of Credit - "The Evaluation Process"

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WHAT:   NACM GLR Networking and Educational Program

WHEN:  November 5, 2014

TIME:     4:30 - 6:00 - Presentation

               6:00 - 7:00 - Dinner / Focus Group Meeting

WHERE: Honkers Restaurant - Mishawaka

COST:    $25 per attendee ($20 for 3 or more from same company)

TOPIC:   5 C's of Credit - "The Evaluation Process"

 

PROGRAM DETAILS:

 

5 C's of Credit - "The Evaluation Process" 

 

The evaluations process for the Credit Department consists of many tools that are similar to a mechanic’s toolbox.  Each tool has its own purpose to help complete the job.  We will discuss these tools that can help identify the customer’s credit risk.   Sometimes it may seem like you’re driving in the fog when deciding the credit worthiness of a company.  Where Accounting is black and white and one plus one equals two, the world of credit and managing an accounts receivable portfolio is nothing close to black and white.  Determining the right amount of risk your company can take without losing potential sales is not an easy task.  Understanding the various tools a good credit manager needs and how to use and understand that information is key to becoming successful in that role.  We’ll discuss the 3-4-5-6 C’s of credit, importance of credit scoring and how the Sales and Credit Departments should have the same goal and be on the same team.

 

Continuing Education Units (CEU’s) will be assigned

 

Presenter:  Sherman Nelson

 

Sherman received his BA & MBA from Indiana Institute of Technology in Fort Wayne. He worked for 28 years at McGill Electrical in Valparaiso, spending 26 of those 28 years in the Credit Department before they were purchased and production was moved. In 1999, he moved to the Elkhart area to work as the Credit Manager at Dexter Axle. For over 50 years, Dexter Axle has been the leading manufacturer of trailer axles and trailer brakes. Sherman is a longtime member of NACM and has held executive office positions including Secretary/Treasurer, Vice President and President in local and national credit groups. In the past 40+ years, Sherman has worked in all phases of credit and collection. He tries to look at the big picture and understands that his primary function is to support sales, because without sales we don't have revenue and without revenue there is no cash.

 

Contact Kelly Hall for more information:

317.225.4281 / This e-mail address is being protected from spambots. You need JavaScript enabled to view it


CLICK HERE to register for this event




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