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August 28, 2014 - Unclaimed Property and Escheatment


September 9, 2014 - Toledo CFDD Meeting - Social Media


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 4, 2014 - 5 C's of Credit - "The Evaluation Process"



 

 

 Unclaimed Property and Escheatment
 escheatment
 

WHAT:   NACM GLR Networking and Educational Program

WHEN:   August 28, 2014

TIME:      4:30 - 6:00 - Presentation

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

WHERE: Honkers Restaurant - Mishawaka

COST:    $25.00 per attendee ($20 for 3 or more from same company)

TOPIC:   Unclaimed Property and Escheatment

 

PROGRAM DETAILS:

 

Unclaimed Property and Escheatment:  Guest speaker, attorney Reynold “Ren” Berry of Rubin & Levin, P.C., will discuss the Unclaimed Property Act (“UPA”) and the legal obligations it places on creditors confronted with unclaimed credit balances for past customers.  This will include the applicable definitions, statutory presumptions, and distinctions between abandoned property and that which is simply lost or mislaid.  Also discussed will be the statutory requirements for the handling of such credits or other abandoned property under the UPA, including the reporting guidelines to the Attorney General.  Finally, the law of escheatment will be examined, which involves at what point the abandoned property is transferred to the State.

 

 

 

Continuing Education Units (CEU’s) will be assigned


Bio - Reynold T. “Ren” Berry is a partner at Rubin & Levin, P.C. where his practice focuses on the representation of lenders and commercial creditors in a wide variety of contexts, from the initial extension of credit through workouts, foreclosure, collections and commercial litigation.  Mr. Berry earned his B.A. degree from Indiana University - Bloomington and his J.D. degree, cum laude, from Indiana University School of Law, Indianapolis.  Mr. Berry regularly lectures to other lawyers and professionals on topics in his practice area and is very active in the Indiana State Bar Association where he received the Outstanding Young Lawyer Award in 2012, chaired the Young Lawyers Section Council in 2012-2013, and served on the Board of Governors.  Mr. Berry is a graduate of the Indianapolis Bar Leader Series VII and of the inaugural Leadership Development Academy of the Indiana State Bar Association.  In 2014, Mr. Berry was honored by the Indianapolis Business Journal by being named to its "Forty under 40".

 

CLICK HERE to register for this event


 


 

 

ATTENTION CREDIT & COLLECTION PROFESSIONALS

YOU ARE INVITED TO ATTEND


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Social Media

 

Nancy Watson-Pistole, CCE, CICP

 

Past National Chairman of NACM-CFDD

 

  • Date: Tuesday, September 9, 2014
  • Time: 11:30 am to 1:30 pm
  • Place: Hilton Garden Inn

           6165 Levis Commons Blvd, Perrysburg, OH

  • Cost: $20:00 (includes Lunch)
  • Make check payable to NACM/CFDD Toledo – Due on Sept 9th

 

If you would like to attend please send an email or fax to

Amy Huebner

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


social media


 

 

Financial Statement & Ratio Analysis

 1 financial statement pic


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.


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

 

 

 


 

 

 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



 


 

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


legal dos and donts

 

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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panel discussion pic


WHAT:  NACM GLR Networking and Educational Program

WHEN:  October 8, 2014

TIME:        3:00 - 5:30pm

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



 

 

oct 16 kegler save the date


oct 16 Thursday, October 16, 2014

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

                   WatersEdge Event and Conference Center

 

 

Save the date and mark your calendars for Kegler Brown's Legal Conference for Credit Professionals on Thursday, October 16. This half-day seminar, held in conjunction with NACM Great Lakes Region, is central Ohio's premier legal conference providing compelling and timely topics presented by the area's most knowledgeable experts.

 

The 2014 agenda is currently under development and subject to modification to incorporate up-to-date news and regulation changes that are imperative for credit managers, as well as covering topics our audience is currently facing.

 

This year's topics may include, but are not limited to:


•tips on avoiding or reducing losses resulting from customer defaults and bankruptcy;

•new emerging defenses that can be used in defending against preference claims;

•updates on the current regulatory environment impacting credit reporting and collections;

•and by popular demand, international credit and collections issues.

 

If you have an idea for a topic you'd like to see for the 2014 program, please send suggestions to Larry McClatchey, This e-mail address is being protected from spambots. You need JavaScript enabled to view it ..

 

After the program, lunch will be provided to all guests and will offer an opportunity to network with the speakers and other credit professionals.

 

A formal invitation will follow. We look forward to seeing you this fall!

 

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


Contact Darren Greene for more information: This e-mail address is being protected from spambots. You need JavaScript enabled to view it



5 cs of credit 11.4  banner
11.5 pic

WHAT:  NACM GLR Networking and Educational Program

WHEN:  November 4, 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




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