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  • INCOTERMS 2020: What Changes are being Made, Why You Should Care and What Every Exporter Must Know

    Contains 1 Component(s)

    Original Air Date: 1/9/20. This webinar is available for 14 days after purchase and you may watch the webinar as many times as you like. New INCOTERMS rules were implemented on January 1, 2020. This webinar will review all of the important changes from INCOTERMS 2010. There are still 11 INCOTERMS: seven under the heading of Any Mode of Transport and four under the heading of Sea and Inland Waterway. There is only one change to the prior 11 terms; DAT is no longer being used. It is being replaced by the term DPU, which will be explained in the webinar.

    Original Air Date: 1/9/20. This webinar is available for 14 days after purchase and you may watch the webinar as many times as you like. Please click the "Handout" tab to view the PDF of this webinar.

    New INCOTERMS rules were implemented on January 1, 2020.  This webinar will review all of the important changes from INCOTERMS 2010. There are still 11 INCOTERMS: seven under the heading of Any Mode of Transport and four under the heading of Sea and Inland Waterway. There is only one change to the prior 11 terms; DAT is no longer being used.  It is being replaced by the term DPU, which will be explained in the webinar.

     Most of the key changes in the new INCOTERMS involve clarification of what each INCOTERM means and the importance of incorporating the terms consistently in all contracts that may be involved in a transaction.  Specific changes are being made to the FCA term which should improve its use by exporters.  The new INCOTERMS are designed to help users select the most appropriate term for their transactions.


    Richard “Chip” Thomas, General Manager, American Export Training Institute, West Chester, PA

    Mr. Thomas’ interest in international affairs and cultures began in high school where he had the opportunity to finish his junior and senior years at a private school in Zimbabwe, Africa.  He finished his B.A. from So. Illinois University in 1969, majoring in economics and history, and completed a master’s degree in 1975 from the Thunderbird Graduate School of International Management.  After his undergraduate degree, Mr. Thomas spent two and a half years working in Colombia, S.A. with the Peace Corps, followed by another two years in Colombia with the U.S. Information Agency (USIA).

    Upon returning to the U.S. and completing his graduate studies, Mr. Thomas entered a 22-year career in international banking, specializing in international trade and finance.  This work led to extensive international travel, with a 2-year assignment working and living in Mexico.

    During his banking career, Mr. Thomas developed a skill in training and was responsible for International Product and Service Training for Mellon Bank’s customers and employees.  Mr. Thomas left banking in early 1995 to pursue his interest in training by helping to establish the American Export Training Institute (AETI), which provides practical training in export finance to corporations and financial institutions throughout the U.S. and Canada.  Mr. Thomas is co-author of the Trade Finance Handbook, Thomson, 2005.  The book is targeted to small and mid-size companies (SMEs) interested in how to effectively enter the international trade arena.

    Mr. Thomas speaks fluent Spanish.

  • Credit Law

    Contains 60 Component(s), Includes Credits

    This course is one of the two required CBF courses. In this course, you will learn from Mr. Rod Wheeland and guest experts about the legal aspects of business credit. You will use two textbooks to follow along readings which are outlined in the Syllabus (provided in the "Handouts" tab). You are required to pass one of the two post-module Quizzes before the next module unlocks. Please email education_info@nacm.org if you are unable to pass either Quiz.

    This course is designed to teach the student about the various legal aspects of business credit. Module topics include: Business Organizations, Commercial Transactions, and Government Regulation and Compliance. Each one of these topics is broken down into multiple modules to give in-depth instruction. Please click the "Handouts" tab to access the Credit Law course syllabus.

    18 of the 23 modules have Quizzes after them and you are required to pass at least one of them before the next module unlocks. The two Quizzes after each module have different questions. The correct answer for Quiz questions is the answer which is "most right". Please email education_info@nacm.org if you are unable to pass either one of the Quiz attempts.

    Some of our modules include guest speakers that provide additional valuable information to the course. Here are descriptions for our instructor and guest speakers:

    Credit Law instructor: Rod Wheeland, Wheeland Consulting, LLC: Originally trained as an accountant, Rod became active in executive management and governance in the 1980's. For more than two decades, he served as President & CEO of NACM Commercial Services, one of the most successful trade associations in North America. During his tenure, in addition to the non-profit operations of the trade association and the for-profit operations of the service company, he was involved in mergers and acquisitions and the ownership and management of commercial office buildings. 

    Prior to NACM, from 1990-1995, Rod was General Credit Manager for Pendleton Woolen Mills. From 1982-1990, he was a partner in the consulting firm of Dyrnes Wheeland (Portland, Oregon), where he focused on working capital management and effective credit, billing, and accounts receivable practices. 

    During the 1980s, Rod began teaching college courses in business credit principles and financial analysis. In recent years, he's added classes on business law and credit law. He continues to enjoy teaching in adult education programs.

    Rod has served on several Boards as a Director and as an Officer, including Cascade Employers Association, Oregon Society of Association Management, NACM Oregon and NACM National, and West Willamette Habitat for Humanity.

    Rod received the Certified Credit Executive (CCE) designation from the National Association of Credit Management in 1991. He earned the Certified Association Executive (CAE) designation from the American Society of Association Executives in 2007. He has a BA from Eastern Washington University (Spokane) and an MA from York University (Toronto).


    Module 6A and 7A: Bruce S. Nathan, Lowenstein Sandler LLP: With more than 35 years of experience in the bankruptcy and insolvency field, Bruce is a recognized leader nationwide in trade creditor rights and the representation of trade creditors in bankruptcy and other legal matters. He has represented trade and other unsecured creditors, unsecured creditors' committees, secured creditors, and other interested parties in many of the larger Chapter 11 cases that have been filed. Bruce also handles letters of credit, guarantees, security, consignment, bailment, tolling, and other agreements and legal credit issues for the credit departments of institutional clients.


    Module 6A and 7A: Lowell A. Citron, Lowenstein Sandler LLP: Lowell's ability to find creative solutions to complex legal issues has led to successful   transactions for a wide range of commercial clients. His pragmatic approach to negotiating deals, coupled with an extensive background in finance and economics, gives him a keen understanding of the business issues involved in each transaction. Lowell's clients include hedge and private equity funds, large operating companies, large trade creditors, investment banks, and others. He advises on transactions ranging from acquisition financing, workouts, DIP financings, leveraged loans, and other forms of financing.


    Module 9: Scott E. Blakeley, Blakeley LLP, Partner: Scott, founder of Blakeley LLP, advises companies around the United States and Canada regarding creditors' rights, commercial law, e-commerce and bankruptcy law. He was selected as one of the 50 most influential people in commercial credit by Credit TodayHe is a contributing editor for NACM's Manual of Credit and Commercial Law, American Bankruptcy Institute's Manual of Reclamation Laws, and author of A History of Bankruptcy Preference Law. Credit Research Foundation has published his manuals entitled The Credit Professional’s Guide to Bankruptcy, Serving On a Creditors’ Committee and Commencing an Involuntary Bankruptcy Petition. Scott has published dozens of articles and manuals in the area of creditors’ rights, commercial law, e-commerce and bankruptcy and speaks frequently to credit industry groups regarding these topics. 


    Module 10: Raeann Binau, CICP: Raeann has just recently left the corporate Credit, Finance World after 35 years as a International Credit Manager.  Raeann has been a NACM member in various Industry Groups, 10 years on the NACM Oregon/NW affiliate Board and chaired 1 year during this time.

    She is currently chairing the NACM Oregon/NW/CMA International Industry Group for which she has been a member and chairperson for over 25 years. For the NACM International membership she has been a coach, mentor and teacher for various International Credit Topics.  Currently she is a Director for the NACM CMA Foundation Board and on the Scholorship committee.  She is a member in the ITCF (International, Trade, Credit and Finance) association. 


    Module 13A: Jeffrey Cohen, Lowenstein Sandler LLP: A trusted advisor to unsecured creditors, creditors' committees, and distressed companies, Jeff's tenacious counsel adds steady momentum to a growing client base in retail bankruptcy and is a strong resource to distressed clients in the technology sector. His practice centers on Ch. 11 bankruptcy reorganizations and related litigation. Jeff often provides advice to private equity-sponsored and venture capital-backed distressed investors, representing boards of directors and management in the out-of-court wind down or distressed M&A process.

    Module 15A: Michael Klein, Cooley LLP: Michael Klein's practice focuses on both the transactional and litigation aspects of Chapter 11 bankruptcy reorganizations and liquidations across a wide range of industries, including retail, technology, health care and life sciences. He frequently represents creditors’ committees and debtors, purchasers of distressed assets, landlords, individual creditors and secured lenders in chapter 11 cases. Michael regularly advises clients regarding a variety of contested matters, including, among other things, Rule 2004 investigations, post-petition financings, section 363 sales and plan confirmation issues.


    Module 16A: Wanda Borges, Borges and Associates, LLC: Wanda Borges, Esq. is the principal member of Borges & Associates, LLC, a law firm based in Syosset, New York. For more than thirty   years, Ms. Borges has concentrated her practice on commercial litigation and creditors’ rights in bankruptcy matters, representing corporate clients and creditors’ committees throughout the United States in Chapter 11 proceedings, out of court settlements,   commercial transactions and preference litigation. She is a member and Past President of the Commercial Law League of America. She is a member of the American Bar Association, the American Bankruptcy Institute, the Hispanic National Bar Association, the International Women’s Insolvency and Restructuring Confederation, the Turnaround Management Association and is an associate member of the International Association of Commercial Collectors.

    She is a nationally recognized lecturer and author on various legal topics including the Bankruptcy Abuse Prevention and Consumer Protection Act, the Uniform Commercial Code, ECOA, FCRA, antitrust law, and the Red Flags Rule of the FTC.

  • "Soft-Skills, Ways to Conduct Effective Conversations" with Kevin Stinner

    Contains 3 Component(s)

    We have found that employers are always looking for their current or prospective employees to have strong “soft-skills” which is a combination of people and communication skills as well as emotional intelligence and certain personality traits. In this course, you will learn about these skills and specifically how to have effective conversations face-to-face, on the phone, and with the sales department. Each one of these topics is broken down into it’s own module.

    Kevin Stinner, CCE, CCRA will teach you about the different methods of how to conduct effective conversations while talking face-to-face, on the phone, and specifically with the sales department. Kevin will use his real life experience to help guide you through unique and difficult situations, as well.


    Kevin Stinner, CCE, CCRA has been in the field of credit and collections since 2007.  He earned his BA in Business Management and leadership in 2001 from Blackburn Collage, and an MBA with emphasis in management in 2004 from AIU.  He is currently a Credit Manager with Pinnacle Agriculture Distribution where he has worked since 2017.  He earned his CCRA in August 2013 and CCE in November 2011.  He is currently a Director of the Chicago Midwest governing board, and member of the Editorial committee for Business Credit magazine.  Kevin has been published in Business Credit magazine, and by the InterConnection.  Kevin is a webinar presenter for NACM national, and a presenter at Credit Congress, and has spoken at several venues for NACM and other trade groups, across the country.  Kevin was the 2015 NACM Gateway Region Credit Excellence award recipient, and was awarded the National Emerging Leader Award in 2017.

  • CCE Exam Review, new

    Contains 3 Component(s)

    This is a 3-part Review course to help you prepare for the CCE Exam. You will learn from three experienced instructors who hold the CCE designation.

    This course will help you prepare for the CCE Exam. It has 3 different Parts which touch base on different aspects of the Exam.


    Georgette Bevan, CCE is the Director of Education with NACM Business Credit Services in Salt Lake City , Utah .  Georgette considers herself a product of the NACM Education and Professional Designation programs, and a Business Credit Education Groupie.  After achieving the Certified Credit Executive designation, she continued on to earn a Bachelors Degree in Business Management.  Georgette has 20 years of active duty in credit management in the chemical (plastics) industry.  Georgette has been earnestly engaged in coaching, mentoring and leading NACM Professional Designation review classes for the members of NACM Business Credit Services in Salt Lake City since receiving her CCE designation.  She believes that "it takes a village" or affiliation of mentors to raise a CCE

    Lisa Keller, CCE, CGA is the Director of Education and Industry Credit Groups Manager for NACM Business Credit Services in Salt Lake City, UT. She worked in credit management for over 20 years in the construction industry prior to joining NACM. Her enthusiasm and her ability to forge relationships with customers and co-workers contributed to her success in the credit field, and led to her career move.

    Lisa has earned the CBA, CBF, CGA and CCE designations. While working in credit management she was a member of several Industry Trade Credit Groups and the Intermountain Credit Education League. She was elected to the NACM BCS board of directors three times, most recently serving as Chairman and counselor.  She is a certified CAP Course instructor teaching the Principles of Business Credit course, and has instructed CBA and CBF exam review classes. In addition, she served as a founding member of the Utah Construction Suppliers Association which was formed to ensure that construction suppliers had a voice in state legislation, and on the Planning Commission for West Jordan City.


    Val Venable, CCE was the Director of Credit for Ascend Performance Materials in Houston, Texas, a global supplier of Chemicals, Nylon and Plastics serving the automotive, consumer and industrial, chemicals, electrical, carpet and industrial fibers markets. Previously she was the America’s Credit Manager for SABIC Innovative Plastics, formerly GE Plastics. With 40 years’ experience as a credit manager, Ms. Venable has worked in domestic and international credit in the aerospace, steel and metals, marine, chemicals and plastics industries. Val is a Certified Expert Witness for defending creditors in Bankruptcy Section 547 Preference Actions, and testified before the American Bankruptcy Institute committee for bankruptcy reform.  Ms. Venable served on the National Board of Directors of NACM for eight years, serving as Chairman of the Board for 2001-2002. Additionally, she has served on and chaired many of the National Committees, including Budget and Finance, Honors and Awards, Government Affairs, Education and Accreditation. Ms. Venable is currently a member of NACM Gulf States, having also served on their Board of Directors. She has led education sessions at the NACM Credit Congress, the Metals and Steel, and the Food Services Industry Day Groups and has addressed various CFDD Affiliates. Ms. Venable received the national CCE Designation of Excellence Award in 2006. A 1994 graduate of NACM Graduate School of Credit and Financial Management, Val received the Distinguished Student Award. Ms. Venable considers it a great honor to be the recipient of the 2013 Alice M.H. McGregor Award of Exceptional Achievement.


  • Financial Statement Analysis 1, new

    Contains 19 Component(s), Includes Credits

    This course covers 6 chapters from the FSA1 textbook. After completion of this course, you will have satisfied one of the three required courses to sit for the CBA Exam. Dr. Frederick C. Scherr is a Professor Emeritus of Finance at the College of Business and Economics at West Virginia University, where he taught for 30 years and won both the College’s Outstanding Teacher and Outstanding Researcher awards. He is the author of more than 30 research articles, four textbooks, and many articles in professional publications such as The Credit and Financial Management Review, The Credit Manager, and Business Credit. He has done extensive work in adult education for the National Association of Credit Management, including teaching at the Graduate School of Credit and Financial Management, and for private corporations.

    This is an introductory course in financial (accounting) statements and their analysis.  It reviews the basic financial statements, quality issues in using these statements, and the analysis of these statements for the purposes of making credit decisions.

    This is an on-line self-paced course.  You will study the text and view the lectures, which are composed of power point slides and an audio track.  The lectures explain and expand on the material in the text and explain its relevance to trade credit-granting decisions.  Lectures are by Dr. Frederick C. Scherr, Professor of Finance (Emeritus), West Virginia University.

    The purchase of this course includes a copy of the required text, Lyn M. Fraser and Aileen Ormiston, Understanding Financial Statements, Custom Edition, Pearson Learning Solutions.  The text will be mailed to you within 5 business days of the date of enrollment.

    Instructor: Dr. Frederick C. Scherr is a Professor Emeritus of Finance at the College of Business and Economics at West Virginia University, where he taught for 30 years and won both the College’s Outstanding Teacher and Outstanding Researcher awards.  He is the author of more than 30 research articles, four textbooks, and many articles in professional publications such as The Credit and Financial Management Review, The Credit Manager, and Business Credit.  He has done extensive work in adult education for the National Association of Credit Management, including teaching at the Graduate School of Credit and Financial Management, and for private corporations.

  • CBA Exam Review, new

    Contains 2 Component(s)

    This is a 2 part review for the CBA Exam. Toni Drake, CCE is the instructor for these modules and will help you prepare for the CBA Exam. This will review most of the topics and concepts learned in Business Credit Principles, Basic Financial Accounting, and Financial Statement Analysis 1.

    Instructor Toni Drake, CCE narrates the CBA Exam Review to help you prepare for the Exam. She touches on topics that you learned in Business Credit Principles, Basic Financial Accounting, and Financial Statement Analysis 1. At the beginning of the modules, the topics that are covered in the module are listed.


    Toni brings over 30 years of oil and gas credit experience to the table. Toni holds a CCE, which is NACM’s most prestigious designation. After earning her CCE, she went on to attend and excel at NACM’s Graduate School of Credit and Financial Management to further her education in the field of credit. Toni continues to support the credit profession as a speaker and instructor at events like NACM’s annual Credit Congress.

    If you took Business Credit Principles through our Credit Learning Center or at Headquarters, you will recognize Toni’s voice because she was the instructor who taught that course.

  • Ed Altman, The Z-Score

    Contains 3 Component(s)

    In this module, you will learn about the Bankruptcy Prediction Model created by Ed Altman, titled "The Z-Score".

    Almost a half century after creating this prediction model, the Altman Z-Score remains a widely used and accurate predictor for corporate bankruptcies. Join bankruptcy guru Edward Altman, Ph. D, who devised the indicator model, as he takes a look at the Altman Z-Score models after 50 years, credit scoring systems, the credit cycle outlook and major risks going forward.


  • Collections – Why Customer’s Don’t Pay

    Contains 4 Component(s), Includes Credits

    Topics covered in this learning module include The Costs of Credit, Reasons for Non Payment, “Real” Reasons for Non Payment, and Bad Intentions.

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    In order to better understand why customer’s sometimes don’t pay, it is helpful to understand the concept of the cost of credit. , There are four basic costs of credit that businesses should consider when developing a credit policy which will aid in understanding why a customer doesn’t pay, and thus enable a business to prevent some of these situations. , Topics covered in this learning module include The Costs of Credit, Reasons for Non Payment, “Real” Reasons for Non Payment, and Bad Intentions. , After successful completion of this learning module the student should understand what the four costs of credit are and how they impact a business, the concept of the Payment Gap, the concept of the Red Zone , the reasons that customers don’t pay and customers with bad intentions..

    Speaker Bio:

    Robert S. Bernstein is managing partner of Bernstein Law Firm, P.C. , He serves as counsel to commercial landlords, equipment lessors, bankruptcy trustees, creditors' committees, creditors, and reorganizing businesses in proceedings throughout Pennsylvania and the Middle Atlantic States, concentrating in the many facets of bankruptcy and commercial law. , Mr. Bernstein writes and lectures for local and national groups on matters of collection, bankruptcy, business law, and professional ethics and, for more than ten years, has been certified as both a creditors' rights and business bankruptcy specialist by the American Board of Certification. , Mr. Bernstein earned a BA from the University of Pittsburgh in 1976 and a J.D. from Duquesne University in1981.


  • Collections – Documenting the Credit Relationship

    Contains 4 Component(s), Includes Credits

    This learning module presents Preparation, the Credit Policy Manual, Requirements for Credit Decisions and the Credit Agreement.

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    Documenting the credit relationship is a vital part of the preparation for lending. , Getting set up properly so that the right policies and procedures are in place can help ensure a good credit relationship with the customer. , This learning module presents Preparation, the Credit Policy Manual, Requirements for Credit Decisions and the Credit Agreement. , After successful completion of this learning module the student should understand why preparation is important, the importance of a credit policy manual and what should be included in it, the requirements for a credit decision, what a credit agreement is, what goes into it, and who should use one.

    Speaker Bio:

    Robert S. Bernstein is managing partner of Bernstein Law Firm, P.C. , He serves as counsel to commercial landlords, equipment lessors, bankruptcy trustees, creditors' committees, creditors, and reorganizing businesses in proceedings throughout Pennsylvania and the Middle Atlantic States, concentrating in the many facets of bankruptcy and commercial law. , Mr. Bernstein writes and lectures for local and national groups on matters of collection, bankruptcy, business law, and professional ethics and, for more than ten years, has been certified as both a creditors' rights and business bankruptcy specialist by the American Board of Certification. , Mr. Bernstein earned a BA from the University of Pittsburgh in 1976 and a J.D. from Duquesne University in 1981.


  • Collections – Granting Credit: Regulatory Considerations

    Contains 4 Component(s), Includes Credits

    This learning module will present the topics of Customer and Guarantor Information, Collections, Federal Statutes and Regulations, and State Statutes and Regulations.

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    It is necessary when thinking about credit policy to evaluate whether a company’s credit policies comply with the law. , Federal and state regulations govern the extension and enforcement of credit. , , This learning module will present the topics of Customer and Guarantor Information, Collections, Federal Statutes and Regulations, and State Statutes and Regulations. , After successful completion of this learning module the student should understand the importance of safeguarding customer and guarantor information, what collection strategies are prohibited by the Federal Communications Commission, Federal law, State law, and postal laws, recording-keeping rules for merchants, the major federal statutes and regulations (ECOA, FCRA, Fair Credit Billing Act), and state statutes and regulations.

    Speaker Bio:

    Robert S. Bernstein is managing partner of Bernstein Law Firm, P.C. , He serves as counsel to commercial landlords, equipment lessors, bankruptcy trustees, creditors' committees, creditors, and reorganizing businesses in proceedings throughout Pennsylvania and the Middle Atlantic States, concentrating in the many facets of bankruptcy and commercial law. , Mr. Bernstein writes and lectures for local and national groups on matters of collection, bankruptcy, business law, and professional ethics and, for more than ten years, has been certified as both a creditors' rights and business bankruptcy specialist by the American Board of Certification. , Mr. Bernstein earned a BA from the University of Pittsburgh in 1976 and a J.D. from Duquesne University in 1981.