Saying "Yes" To Accounts With Limited Information, Kathleen Tomlin, CCE (I)

Can’t find any information on that new customer that Sales wants an answer on today?

You can say “Yes” to accounts with limited, even no information. Kathleen will show you alternative sources for information. How to question an account with limited information. Negotiation techniques to receive more data. And finally security measures for an account with no information.

Measuring, Monitoring and Managing the Credit Department, Jim Menard, CCE (I)

IF YOU CAN'T MEASURE IT, YOU CAN'T MANAGE IT. If there is one thing that credit executives agree upon, it is that they cannot agree on which measurement to use in evaluating individual, departmental and company performance. We all want to know "how well are we doing". This program will provide tools to make that assessment. We will cover over twenty different ways to examine performance. We encourage the person new to the industry as well as the seasoned professional to join us for this very important session. The information presented will not be an attempt to dictate which performance measurements are most valid and should be used. The presentation will provide a comprehensive overview of collection measurements that are currently being used in credit, collections and accounts receivable. This will help credit and collection professionals make informed decisions on what measurements to use and why each is beneficial in their situation.

The Importance of Key Performance Indicators using Dashboard Technology, CJ Wimley (E)

This presentation will discuss the importance of Key Performance Indicators (KPI) using Dashboard Technology. Key Performance Indicators are a vital component in managing an efficient and effective credit operation. Easy access to KPIs through Dashboard technology is just as important. The ability to access and share information is directly linked to a company’s ability to accurately forecast, manage corporate credit risk, track performance, and perform root-cause analysis. Topics to include: What to Benchmark Collaborating Between Executives, Sales, and Credit Managers Monitoring Total A/R At a Business Unit/Region Level Tracking Collections Effectiveness, Cash Forecasting, and Corporate Credit Risk Tracking Disputes and Performing Root-Cause Analysis and Using the Latest in Dashboard Technology (including Risk Alerts, Customization, Role-Based)

Collection Secrets, Nanette Bringard, Deluca Liquor & Wine Ltd. (I)

So you have extended credit to your customer and now they are past due, what collection secrets do you have that might entice your customer to pay? Keeping your internal and external customers happy and keeping your receivable balances current can often be a creative process. At the end of the day your collection performance is judged on the past due balances that are reflected on our aging's. Along with keeping the external customers happy, keeping your number one customer happy – the boss - is equally important. In this session we will discuss collection strategies and win-win strategies that work.

Understanding Credit Scores and How to Effectively Use Credit Scores To Do More With Less, Ted LaBadie, Equifax (I)

Every wondered about business credit scores? What types of scores are there? How they are developed? How are they tested? And most importantly, how can you use them to better evaluate, understand and manage your business credit customers? This session will focus on all of this, plus provide you a brief overview and understanding of the unique value offered by the latest provider of U.S. business credit information.

SPECIAL BONUS FEATURE AT THE END OF THE PROGRAM:
Gain an Understanding of the Unique Value Offered by the Newest Provider of US Business Credit Information.

A Candid Conversation with a Debtor Undergoing Change, Alfred Artis (E)

Alfred Artis, VP of Finance at The Sharper Image, will share his view of what it is like to interact with credit professionals from the customer’s point of view. The Sharper Image is a well known specialty retailer whose results have been featured prominently in all media. This session will give credit professionals insight as to what actions improve their positions and what actions do more harm than good. It will acknowledge the challenges that the credit professionals face and provide key questions and answers that credit professionals should consider when a debtor is undergoing change.

The Art of Credit Management: A Fundamental Checklist for the Success of Every Credit Professional, Eddy Sumar, CCE (I)

Construct your checklist! Gather the ingredients!

In the age of globalization, information and nano-technology, one cannot help it but be bombarded or even paralyzed by information noise and clutter. What can a credit professional do to succeed? Simply, seek the fundamentals—the universal approach that will lead you through the maze.

This session will be useful for credit professionals looking to evaluate new ways to approach their responsibilities and demonstrate value to their company. Participants will be presented with specific ideas to evaluate their business environment and develop an action plan checklist.

Session Deliverables [The ingredients]:

• Vision
• Mission
• Culture
• Credit Policy
• Credit process
• The legal environment of credit
• The indispensable Cs
• And more

Predicting Bankruptcies, Gyan Maharaj, CCE (I)

Has your largest customer filed for bankruptcy?Well misery loves company.With 257 public companies filing for bankruptcy in 2001 what is a credit manager to do? Yes, it is possible to to predict which companies will file for bankruptcy protection. In this sessions you will learn using formulas and ratios how to read the signs of "financial distress" and possible bankruptcy.

Outsourcing And Offshoring: Issues Affecting Credit Professionals, Presented By Youssef Sneifer, Legal & Corporate Affairs For Microsoft (E)

Mr. Sneifer's presentation will cover: Introduction to Outsourcing and Offshoring; Recent trends; Issues to Consider in Various Outsourcing and Offshoring Transactions; Managing Credit and Financial Risks in Outsourcing and Offshoring Transactions; Outsourcing Credit Functions: Managing the Vendor

There Are No Limits Closing Speaker- Danny Cox

A spirited program filled with inspiring content and Danny's unique humor. Danny presents an unblinking look at non-productive habits, a technique for working by priority, how to turn challenges into record breaking performance and how to keep personal morale high. Using this system his team achieved an 800% productivity increase in a five-year period.