EDUCATION
DELEGATES SCHEDULE
Credit Congress Schedule of Events
All meetings, events and the Expo are taking place in the Huntington Convention Center of Cleveland, unless otherwise noted. Please remember that you must wear your name badge to all conference events.
Any session or event with this symbol (*) requires pre-registration and/or an additional fee.
Saturday, May 17
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8:00 – 8:45am:NACM Board of Directors BreakfastRoom 9
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8:00am – 5:00pm:Congress CentralRoom 1
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8:45am – 4:00pm:
NACM Board of Directors Meeting
Room 10 -
Noon – 1:00pm:NACM Board of Directors LuncheonRoom 9
Sunday, May 18
-
7:30am – 12:45pm:
37003. CCE Exam Review**
Room 23 -
7:30am – 4:00pm:Congress CentralRoom 1
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8:00am – 11:00am:
37004. CBF Exam Review**
Room 21
33005. CBA Exam Review**
Room 19 -
Noon – 5:00pm:
Zen Den courtesy of Handle, Inc.
Open to Everyone!
Altrium Suite 201
NetNow Snacks & Games Lounge
Open to Everyone!
Altrium Suite 301
-
1:00pm – 3:00pm:
COO & Staff WebCMS Users Meeting
Closed MeetingRoom 6 -
1:00pm – 4:00pm:
CBA and CBF Designation Exams
(Education Department Pre-approval required)Room 22 -
1:00pm – 5:00pm:
CCE Designation Exams
(Education Department Pre-approval required)Room 22 -
1:30pm – 2:30pm:
37006. An Introduction to the NACM Certification Program
Room 25 AB -
3:00pm – 3:45pm:
37007. First-time Attendee Welcome Gathering
Room 25 AB -
4:00pm – 6:00pm:
Expo Grand Opening & Reception
- Headshot Station – Exhibit Hall Entrance
Exhibit Hall C
Monday, May 19
-
7:00am – 8:30am:
NACM Connect Member Breakfast
(By invitation only)Room 26 A -
7:30am – 8:30am:
NACM South Atlantic and NACM Southeast Member Breakfast
(By invitation only)Room 25 AB -
7:30am – 8:45am:
NACM North Central Breakfast Reception
(By invitation only)
Room 25 C
NACM Southwest/South Central/Southern Valley Breakfast
(By invitation only)
Room 26 BC -
7:30am – 5:00pm:Congress CentralRoom 1
-
8:00 – 9:00am:
Coffee and Conversation
Sponsored by HandleGrand Ballroom ABC Prefunction -
8:00am – 5:00pm:
Zen Den courtesy of Handle, Inc.
Open to Everyone!
Altrium Suite 201
NetNow Snacks & Games Lounge
Open to Everyone!
Altrium Suite 301 -
9:00 – 11:00am:
Opening General Session and Business Meeting
Featured keynote speaker: Brant MenswarGrand Ballroom ABC -
11:00am – 2:00pm:Expo Hall Open
- Solutions Hub: 11:30am-1:50pm
- Buffet Lunch: Noon-1:15pm
- Headshot Station: Exhibit Hall Entrance
Exhibit Hall C -
2:00 – 3:15pm:
Concurrent Educational Sessions
Choose one to attend- 37010. Have You Cashed In on Your Well-Deserved Upgrade?
Atrium Ballroom A - 37011. Mastering Construction Credit: Tips for Training and Success
Atrium Room 307-A - 37012. Doing Business in Latin America: Challenges when Extending Credit
Atrium Room 307-B - 37013. Not Your Parents’ Credit Department: Robots, Shoe Factories and Memes
Atrium Ballroom C - 37014. Best Practices for Successfully Resolving Account Disputes
Atrium Room 205-A - 37015. Winning with a Multigenerational Team
Atrium Ballroom F - 37016. An Economic Update: What’s Next?
Atrium Ballroom D - 37017. Help! I Can’t Find Any Credit Information on a Customer
Atrium Room 205-B
- 37010. Have You Cashed In on Your Well-Deserved Upgrade?
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3:15 – 3:45pm:Soda BreakAtrium Lobby, Floor 1
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3:45 – 5:00pm:
Concurrent Educational Sessions
Choose one to attend- 37020. Building a Championship Credit Team: Staying at the Top of Your Game
Atrium Ballroom A - 37021. Mechanic’s Lien Waivers: What Am I Missing?
Atrium Room 307-A - 37022. Navigating Credit Risks in Mexico: Legal Strategies to Mitigate Risks
Atrium Room 307-B - Tips and Strategies for Building from Scratch or Restructuring Your Credit & A/R Departments
Atrium Room 205-A - 37024. Rock and Roll is Here to Stay and So are the Statutes Creditors Need to Obey [A Discussion on the Equal Credit Opportunity Act, Regulation B, Sherman Antitrust & Robinson-Patman]
Atrium Ballroom F - 37025. National Trade Credit Report (NTCR) Update
Atrium Ballroom C - 37026. An Economic Update: What’s Next?
Atrium Ballroom D - 37027. Challenges and Successes from Emerging Credit Leaders: Insights for the Next Generation
Atrium Room 205-B
- 37020. Building a Championship Credit Team: Staying at the Top of Your Game
-
5:00 – 6:30pm:
Beer & Browse Reception & Silent Auction in the Expo Hall
- Headshot Station – Exhibit Hall Entrance
Exhibit Hall C
Tuesday, May 20
-
7:30am – 5:00pm:Congress CentralRoom 1
-
8:00am – 5:00pm:
Zen Den courtesy of Handle, Inc.
Open to Everyone!
Altrium Suite 201
NetNow Snacks & Games Lounge
Open to Everyone!
Altrium Suite 301 -
8:15 – 9:00am:
Coffee & Conversation
Atrium Lobby, Floor 1 -
9:00 – 10:30am:
Concurrent Educational Sessions
Choose one to attend- 37030. Fraud Attempts at Every Turn: Key Learnings on How to Be Prepared When Fraudsters Come Knocking on Your Door!
Atrium Ballroom A - 37031. Automation in Construction Credit
Atrium Room 307-A - 37032. Global Risk Concerns in
Atrium Room 307-B - 37033. The Potential of Power BI for Credit Managers
Atrium Room 205-A - 37034. Insights from Experience: A Practical Guide to and Strategies for Protecting Trade Creditors in Subchapter V Cases
Atrium Room 205-B - 37035. Help! I Can’t Find Any Credit Information on a Customer
Atrium Ballroom D - 37036. Building a Best-in-Class Credit Team
Atrium Ballroom F - 37037. DSO: Friend or Foe
Atrium Ballroom C
- 37030. Fraud Attempts at Every Turn: Key Learnings on How to Be Prepared When Fraudsters Come Knocking on Your Door!
-
10:30am – 1:30pm:
Expo Hall Open
• Solutions Hub: 11:00am – 1:20pm
• Buffet Lunch: Noon – 1:15pm
• Headshot Station: Exhibit Hall EntranceExhibit Hall C -
10:45am – 1:45pm:
CFDD Board of Directors Meeting
Room 6 -
2:00 – 3:15pm:
Concurrent Educational Sessions
Choose one to attend- 37040. Mastering the Transition: Strategies for Success as a New Credit Manager
Atrium Ballroom A - 37041. Building and Construction Executive Exchange – Part 1
Atrium Room 307-A - 37042. Global Currency Dynamics
Atrium Room 307-B - 37043. Power Query Proficiency
Atrium Room 205-A - 37044. Recent Decisions and Trends in Bankruptcy Cases and Lessons for Trade Creditors
Atrium Room 205-B - 37045. Communication’s Impact on Company Culture
Atrium Ballroom C - 37046. Mastering Cash Forecasting: A Credit Manager’s Guide to Strategic Financial Planning
Atrium Ballroom F - 37047. Hack-Proof Your Social Media: Essential Strategies for Brand Safety
Atrium Ballroom D
- 37040. Mastering the Transition: Strategies for Success as a New Credit Manager
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3:15 – 3:45pm:Soda BreakAtrium Lobby, Floor 1
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3:45 – 5:00pm:
Concurrent Educational Sessions
Choose one to attend- 37050. Best Practices for Building Trust
Atrium Ballroom A - 37051. Building and Construction Executive Exchange – Part 2
Atrium Room 307-A - 37052. Mastering the Art of International Financial Statement Analysis
Atrium Room 307-B - 37053. Data Modeling Done Right
Atrium Room 205-A - 37054. What’s The Plan?
Atrium Ballroom C - 37055. Excel Essentials for Credit
Atrium Ballroom D - 37056. Not Your Parents’ Credit Department: Robots, Shoe Factories and Memes
Atrium Ballroom F - 37057. Credit Modeling: Using AI to Improve Performance
Atrium Room 205-B
- 37050. Best Practices for Building Trust
Wednesday, May 21
-
7:30am – 4:00pm:Congress CentralRoom 1
-
7:45 – 8:30am:Coffee and ConversationAtrium Lobby, Floor 1
-
8:00am – Noon:
NACM Affiliate Managers’ (COO) Meeting
Room 6
NACM Affiliate Staff Gathering
Room 5 -
8:00am – 4:30pm:
Zen Den courtesy of Handle, Inc.
Open to Everyone!
Altrium Suite 201
NetNow Snacks & Games Lounge
Open to Everyone!
Altrium Suite 301 -
8:30 – 10am:
Concurrent Educational Sessions
Choose one to attend- 37060. Best Practices Roundtable Discussion
Atrium Ballroom A - 37061. Leveraging Credit Agreements to Protect Your Business
Atrium Room 307-A - 37062. Global Executive Exchange: Best Practices to Address the Challenges of Global Trade
Atrium Room 307-B - 37063. Discovering DAX
Atrium Room 205-A - 37064. AI in the Credit Department: Drafting and Implementing Responsible AI Policies and Procedures
Atrium Room 205-B - 37065. Rules, Roles and Resilience: A Teamwork Simulation
Atrium Ballroom D - 37066. Navigating Credit & Recovering in a Softening Market: What’s Impeding Timely Payment?
Atrium Ballroom C - 37067. It’s Dangerous Not to Know – Payment Processing
Atrium Ballroom F
- 37060. Best Practices Roundtable Discussion
-
10:30am – Noon:
Concurrent Educational Sessions
Choose one to attend- 37070. Harmonizing Hard and Soft Skills for Career SuccessAtrium Ballroom A
- 37071. The Power of Job Information in Construction CreditAtrium Room 307-A
- 37072. Managing Global Uncertainty: Balancing Risk and OpportunityAtrium Room 307-B
- 37073. Designing Dynamic Data DashboardsAtrium Room 205-A
- 37074. The Power of Partnership: Credit and Fraud Teams Unite Against B2B and B2C FraudAtrium Ballroom C
- 37075. Shaking Up the Status Quo (Discover the Power of Leading Positive Change in the Workplace)Atrium Ballroom F
- 37076. Getting the Perfect Payout: Real World Tips and TricksAtrium Room 205-B
- 37077. Excel Functions & Data ManagementAtrium Ballroom D
- 37070. Harmonizing Hard and Soft Skills for Career Success
-
11:00am – 2:30pm:
Food Trucks
There is not a conference sponsored event. Lunch is at the expense of the attendee. Food trucks are available as a fun, convenient alternative.West Mall Drive – directly outside the Convention Center, adjacent to the large green space -
Noon – 2:00pm:CFDD Annual Awards/Installation Luncheon**Room 25 AB
-
2:00 – 3:00pm:
Concurrent Educational Sessions
Choose one to attend- 37080. Unintentional Bias: How It Affects Everyday DecisionsAtrium Ballroom A
- 37081. How Bankruptcy Affects Mechanic’s Liens Atrium Room 307-A
- 37082. Navigating Global Sanctions and Tariffs: Best Practices to Ensure ComplianceAtrium Room 307-B
- 37083. Platform Publishing PowerAtrium Room 205-A
- 37084. Private Equity: Risk and RewardAtrium Ballroom C
- 37085. An Old Man Looks Back – Lessons from a Retiring Credit ManagerAtrium Ballroom F
- 37086. Excel Automation, Shortcuts, and VisualizationAtrium Ballroom D
- 37087. Managing Accounts Receivable: Trends & Developments in Cash AccelerationAtrium Room 205-B
- 37080. Unintentional Bias: How It Affects Everyday Decisions
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3:00 – 3:30pm:Soda BreakAtrium Lobby, Floor 1
-
3:30 – 4:30pm:
Concurrent Educational Sessions
Choose one to attend- 37090. Understanding Workaholism and Burnout Atrium Ballroom A
- 37091. Building Relationships with ContractorsAtrium Room 307-A
- 37092. Credit Strategies in the Canadian Market: Insights for B2B SuccessAtrium Room 307-B
- 37093. Effective Communication with Difficult CustomersAtrium Ballroom D
- 37094. Leveraging Technology to Optimize Cash FlowAtrium Room 205-B
- 37095. Your Credit ToolkitAtrium Ballroom C
- 37096. The Power of Curiosity: Create Influential ConnectionsAtrium Ballroom F
- 37090. Understanding Workaholism and Burnout
-
6:00 – 10:00pm:
Rock ‘n Roll Closing Night Event
(Ticket required for entry; must be 16+ to attend)
DJ sponsored by United TranzActionsGrand Ballroom ABC
The star symbol (**) denotes an event that requires an additional fee.