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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

  • 8:00 – 8:45am:
    NACM Board of Directors Breakfast
    Room 9
  • 8:00am – 5:00pm:
    Congress Central
    Room 1
  • 8:45am – 4:00pm:

    NACM Board of Directors Meeting

    Room 10
  • Noon – 1:00pm:
    NACM Board of Directors Luncheon
    Room 9

Sunday, May 18

  • 7:30am – 12:45pm:

    37003. CCE Exam Review**

    Room 23
  • 7:30am – 4:00pm:
    Congress Central
    Room 1
  • 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 Meeting

    Room 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 Central
    Room 1
  • 8:00 – 9:00am:

    Coffee and Conversation
    Sponsored by Handle

    Grand 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 Menswar

    Grand 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

  • 3:15 – 3:45pm:
    Soda Break
    Atrium Lobby, Floor 1
  • 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
  • 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 Central
    Room 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
  • 10:30am – 1:30pm:

    Expo Hall Open

    • Solutions Hub: 11:00am – 1:20pm
    • Buffet Lunch: Noon – 1:15pm
    • Headshot Station: Exhibit Hall Entrance

    Exhibit 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
  • 3:15 – 3:45pm:
    Soda Break
    Atrium Lobby, Floor 1
  • 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

Wednesday, May 21

  • 7:30am – 4:00pm:
    Congress Central
    Room 1
  • 7:45 – 8:30am:
    Coffee and Conversation
    Atrium 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
  • 10:30am – Noon:

    Concurrent Educational Sessions
    Choose one to attend

    • 37070. Harmonizing Hard and Soft Skills for Career Success
      Atrium Ballroom A
    • 37071. The Power of Job Information in Construction Credit
      Atrium Room 307-A
    • 37072. Managing Global Uncertainty: Balancing Risk and Opportunity
      Atrium Room 307-B
    • 37073. Designing Dynamic Data Dashboards
      Atrium Room 205-A
    • 37074. The Power of Partnership: Credit and Fraud Teams Unite Against B2B and B2C Fraud
      Atrium 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 Tricks
      Atrium Room 205-B
    • 37077. Excel Functions & Data Management
      Atrium Ballroom D
  • 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 Decisions
      Atrium Ballroom A
    • 37081. How Bankruptcy Affects Mechanic’s Liens
      Atrium Room 307-A
    • 37082. Navigating Global Sanctions and Tariffs: Best Practices to Ensure Compliance
      Atrium Room 307-B
    • 37083. Platform Publishing Power
      Atrium Room 205-A
    • 37084. Private Equity: Risk and Reward
      Atrium Ballroom C
    • 37085. An Old Man Looks Back – Lessons from a Retiring Credit Manager
      Atrium Ballroom F
    • 37086. Excel Automation, Shortcuts, and Visualization
      Atrium Ballroom D
    • 37087. Managing Accounts Receivable: Trends & Developments in Cash Acceleration
      Atrium Room 205-B
  • 3:00 – 3:30pm:
    Soda Break
    Atrium 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 Contractors
      Atrium Room 307-A
    • 37092. Credit Strategies in the Canadian Market: Insights for B2B Success
      Atrium Room 307-B
    • 37093. Effective Communication with Difficult Customers
      Atrium Ballroom D
    • 37094. Leveraging Technology to Optimize Cash Flow
      Atrium Room 205-B
    • 37095. Your Credit Toolkit
      Atrium Ballroom C
    • 37096. The Power of Curiosity: Create Influential Connections
      Atrium Ballroom F
  • 6:00 – 10:00pm:

    Rock ‘n Roll Closing Night Event
    (Ticket required for entry; must be 16+ to attend)
    DJ sponsored by United TranzActions

    Grand Ballroom ABC

The star symbol (**) denotes an event that requires an additional fee.