Invalid deductions do more than delay payment. They distort aging, consume staff time, create friction between departments, and can quietly become accepted as a cost of doing business.

This webinar will help credit and collections teams build a practical process for identifying, investigating, resolving, and preventing invalid deductions while maintaining productive customer relationships. Participants will learn how to distinguish legitimate disputes from avoidable or unsupported deductions, establish clear internal ownership, use escalation appropriately, and communicate firmly without making every deduction conversation adversarial.

About the Speakers

Timothy Lane, Arcosa

Experienced Accounts Receivable Specialist with a demonstrated history of working in the consumer electronics industry. Skilled in Graphical User Interface (GUI), Microsoft Excel, Tableau, OneNote, and Account Management. Strong accounting professional with a Bachelor’s Degree focused in Business Administration and Management, General from Cameron University.

The true future of AI isn’t about replacing human workers; it’s about super-powering them. When we treat AI purely as a tool for automation, we risk losing the critical thinking, creativity, and unique intuition that only humans bring to the table. This session explores a vital mindset shift: moving away from Artificial Intelligence as a substitute for human labor, and toward Augmented Intelligence—a collaborative partnership where technology enhances our cognitive abilities rather than automating our processes entirely. Together, we will discover how to design workflows where humans stay firmly in the driver’s seat, using AI to amplify our potential, solve complex problems faster, and elevate our creative output

About the Speakers

Burton Kelso, Tech Expert, Integral

Burton Kelso is the owner and Chief Technology Expert at Integral, a computer repair and IT Managed Services Support Company helping homes and business conquer their computer challenges. He is also a two-time TEDx keynote speaker and expert on cybersecurity, artificial intelligence (AI), and social media marketing as well as frequent on-air TV & radio tech expert appearing on shows across the country.

The Workforce Is Unwell

• A Framework for Leaders Who Dare to Care Differently
• Building True Well-Being in the Modern Workplace

“Nobody wants to work anymore.”

We’ve all heard it. Maybe in a news headline. Maybe from an older relative. Maybe whispered to yourself while struggling to sleep on Sunday night. 

People want to work—but not like this.

Gallup recently found that 79% of the global workforce is disengaged, costing the economy $8.9 trillion annually.

Burnout isn't a badge of honor. Hustling isn't a growth strategy. And the leadership playbook we inherited was written for a workforce that no longer exists.

In this candid keynote, Anti-Career Coach® Danielle Roberts traces how three seismic cultural shifts damaged worker well-being—and offers a practical, psychology-backed framework for companies ready to restore it.

Drawing from her own journey through loss, layoffs, and radical reinvention, she introduces the 3 Cs Framework—the human-centered principles that help teams thrive across generations.

Attendees will leave with:

• An understanding of why the old success playbook no longer works (and the cultural forces that broke it)
• The 3 Cs Framework: A memorable, actionable model for building engagement, trust, and innovation
• Real-time audience engagement: interactive reflection prompts and social media moments for levity and connection
• Simple practices they can implement immediately on Monday to bridge performance and well-being

This on-demand webinar is available for 14 days after purchase. 

A.I. offers powerful tools for business growth and innovation, but it also provides cybercriminals with advanced capabilities to launch more sophisticated, personalized, and rapid attacks. This webinar will explore the evolving threat landscape and provide the knowledge and strategies credit professionals need to defend their organization. Integral Chief Technology Expert, Burton Kelso will discuss how A.I. is being deployed offensively and defensively and provide actionable steps to fortify your business against AI-powered threats. Learn to leverage AI for a proactive security posture and discover the essential human-centric practices that remain the cornerstone of any strong defense.

About the Speakers

Danielle Roberts, Speaker, author, workplace well-being advocate, and multimedia content creator also known as the Anti-Career Coach®

Danielle Roberts is a workplace wellness advocate, keynote speaker and certified coach who challenges conventional ideas of success and helps people and organizations move beyond hustle culture.

Drawing on more than a decade of experience in career development, she explores how work impacts well-being and how more sustainable, purpose-driven systems can be built.

Known as the “Anti-Career Coach,” she has been featured in national and global news outlets including NBC, Entrepreneur, and Forbes. Her TEDx Talk, “Why Working Harder Isn’t Working,” has more than 54,000 views on YouTube, and her debut book is on the way.

This on-demand webinar is available for 14 days after purchase.

Join NACM CEO Steve Shivak and Board Chair Jason Mott for an open conversation about the future of the NACM. Hear updates on key initiatives, organizational priorities, and what's ahead for NACM, followed by an opportunity to ask questions and share your thoughts. Stay informed, stay engaged, and be part of the conversation.

Speakers

Steve Shivak MS, CAE, President, NACM

Steve brings more than 25 years of senior leadership experience guiding national and global professional associations through strategic transformation and operational excellence. As a Certified Association Executive, he has built a distinguished career strengthening organizational sustainability, expanding non-dues revenue and fostering strong federation-model partnerships—skills that align directly with NACM’s mission and commitment to advancing credit and financial professionals.

Jason Mott CCE, Credit Manager, Seven Hills Livestock Farm, LLC

Jason brings nearly three decades of experience in B2B credit. With a strong work ethic, he has woven his passions for agriculture and credit into a distinguished and rewarding career.

Despite his professional accomplishments, Mott’s most important role continues to be husband to his wife, Rebecca, father to sons Andy and Aaron and grandfather to Evelyn, Stella and Colter. Apart from running his family Wagyu cattle operation, Seven Hills Livestock Farm, Mott enjoys hunting, fishing and cheering on his home sports teams.

This on-demand webinar is available for 14 days after purchase. 

A.I. offers powerful tools for business growth and innovation, but it also provides cybercriminals with advanced capabilities to launch more sophisticated, personalized, and rapid attacks. This webinar will explore the evolving threat landscape and provide the knowledge and strategies credit professionals need to defend their organization. Integral Chief Technology Expert, Burton Kelso will discuss how A.I. is being deployed offensively and defensively and provide actionable steps to fortify your business against AI-powered threats. Learn to leverage AI for a proactive security posture and discover the essential human-centric practices that remain the cornerstone of any strong defense.

About the Speakers

Burton Kelso, Integral

Burton Kelso isn’t just a tech expert; he’s the bridge between complex innovation and human success. As a 2X TEDx keynote speaker and a recurring on-air technology contributor for major networks, Burton has spent decades demystifying the digital landscape for millions. Whether he’s revealing the transformative power of AI, fortifying a company’s cybersecurity, or revolutionizing digital marketing strategies, Burton delivers high-energy, actionable insights that move the needle. He doesn't just talk about the future—he gives your audience the tools to build it

This on-demand webinar is available for 14 days after purchase. 

Our webinar leader, Ed Bell, will discuss the critical role of know your customer (KYC) from an international standpoint, highlighting how cultural, economic and regulatory differences impact credit.

During this webinar, we’ll explore the critical role of know your customer (KYC) from an international standpoint, highlighting how cultural, economic and regulatory difference impact credit management strategies.

About the Speakers

Ed Bell, PhD, CBA, ICCE, Former Senior Manager, Credit Administration for W. W. Grainger Inc., (Retired)

Ed has a deep passion for education and learning. Ed earned a Bachelor’s Degree in Business Administration, an MBA in Management and Finance and a Doctorate in Business Administration. Ed also earned NACM’s Credit Business Associate (CBA) designation, FCIB’s Certified International Credit Professional (CICP) designation by successfully completing the International Credit & Risk Management course and went on to earn FCIB’s prestigious International Certified Credit Executive (ICCE) designation.

Ed believes that education is a lifelong journey and continues to learn and share his expertise through serving as a speaker at many local and national NACM, CFDD, and FCIB events including the NACM Credit Congress. Because of Ed’s leadership and contributions, FCIB was able to develop and produce the “Going Global” series, designed to build core competencies of today’s global credit professional. 

Ed is a member of FCIB, the Credit and Financial Development Division (CFDD) and the Credit Research Foundation. Ed served on the NACM National Board of Directors and the FCIB Board of Directors in 2016 and 2017. Ed remains on the FCIB Advisory Board.

This on-demand webinar is available for 14 days after purchase. 

The speakers will first discuss the importance of a properly completed and executed credit application to a creditor’s decision to extend credit and fully realize upon risk mitigation tools to support an increased credit line and increase recoveries from financially distressed customers (such as letters of credit, guaranties, purchase money security interests/consignments, and credit insurance).  The speakers will then discuss the importance of including favorable, carefully crafted terms and conditions as part of a credit application and in  contracts with your customer to enhance the likelihood of enforceability and collectability, avoid pitfalls like the “battle of the forms” and minimize liability. Examples of key terms will also be provided along with a discussion of how those terms can be incorporated as part of the credit application and other contracts with a customer.

About the Speakers

Bruce Nathan, Esq, Lowenstein Sandler LLP

With more than 35 years of experience in the bankruptcy and insolvency field, Bruce Nathan is a recognized leader nationwide in trade creditor rights and 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.

Among his various legal recognitions, Bruce received the Top Hat Award in 2011, a prestigious annual award honoring extraordinary executives and professionals in the credit industry. He was co-chair of the Avoiding Powers Committee, which worked with the American Bankruptcy Institute's (ABI) Commission to Study the Reform of Chapter 11, participated in ABI's Great Debates at its 2010 Annual Spring Meeting—arguing against repeal of the special BAPCPA protections for goods providers and commercial lessors—and was a panelist for a session sponsored by ABI. He is a frequent presenter at industry conferences throughout the country, as well as a prolific author regarding bankruptcy and creditors' rights topics in various legal and trade publications. Bruce is a co-author of Trade Creditor Remedies Manual: Trade Creditors' Rights under the UCC and the U.S Bankruptcy Code, published by ABI at the end of 2011. He also has contributed to ABI Journal and is a former member of ABI's Board of Directors and former co-chair of ABI's Unsecured Trade Creditors Committee.

Andrew Behlmann, Esq, Lowenstein Sandler LLP

Andrew Behlmann leverages his background in corporate finance and management to approach restructuring problems, both in and out of court, from a practical, results-oriented perspective. With a focus on building consensus among multiple parties that have competing priorities, Andrew is equally at home both in and out of the courtroom. He has a track record of turning financial distress into positive business outcomes. Clients value his counsel in complex Chapter 11 cases, where he represents debtors, creditors' committees, purchasers and investors.

Andrew writes and speaks frequently about bankruptcy matters and financial issues. Before becoming a lawyer, he worked in senior financial management at a midsize, privately held company.

This on-demand webinar is available for 14 days after purchase. 

Strong Accounts Receivable teams are built through structured, intentional training — not trial and error. This session provides a practical framework for developing A/R associates from foundation to autonomy, focusing on the correct progression of learning: business context, systems and process, observation, guided action, ownership, and judgment. 

Attendees will learn the key do’s and don’ts of A/R training, how to build confidence and consistency in new associates, and how effective training improves collections, reduces errors, strengthens customer relationships, and supports better credit decisions. This session is designed for credit leaders, A/R managers, and finance professionals who want to develop high-performing A/R teams that think strategically, not just execute tasks. 

About the Speakers

Lisa St. John, Credit Manager, Upstate Systems

Lisa St. John is a Credit Manager specializing in Accounts Receivable performance, collections strategy, and A/R team development. She works directly with large customer portfolios, focusing on improving cash flow, strengthening collection consistency, and training A/R associates to move beyond task-based collections toward confident, informed decision-making.

Known for her practical and relatable approach, Lisa shares real-world strategies that help organizations train A/R teams more effectively, reduce risk, and build stronger customer and credit outcomes.

This on-demand webinar is available for 14 days after purchase.

AI is rapidly changing the future of credit, collections, and accounts receivable. A recent $250K+ AR job posting from a leading AI company specifically sought experience using AI and large language models (LLMs) within finance operations.

What does that mean for today’s credit professionals?

Join us to explore how AI is being used to improve collections prioritization, automate customer communication, streamline reconciliations, and support faster financial decision-making and why AI skills may soon become a competitive advantage in credit and finance.

Speakers

Jared Shulman, Co-founder/CEO - Daylit

Jared Shulman is the Co-Founder and CEO of Daylit (formerly known as Lendica). He also serves as a Guest Lecturer at Babson College, teaching fintech to undergraduate and MBA students. Prior to founding Daylit, Jared was a core member of ILA Capital, a boutique hedge fund in private credit, where he built trading, risk, and reporting systems for early non-bank lending platforms. He previously founded Pendleton, consulting for mutual and hedge funds on data-driven risk management and automation, and began his career as an Assistant Portfolio Manager at EntrepreneurShares, LLC, managing $350M in assets under management. Jared earned his Bachelor of Science in Business Management and Entrepreneurship from Babson College.

This on-demand webinar is available for 14 days after purchase. 

The high administrative cost of bankruptcy and the expanded rights granted to certain classes of creditors in bankruptcy cases makes bankruptcy a less viable alternative for many financially distressed companies, particularly smaller ones. As a result, small and middle market financially distressed  companies are increasingly turning to alternatives to bankruptcy—such as assignments for the benefit of creditors (ABC’s),  receiverships, Uniform Commercial Code Article 9 sales, out-of-court foreclosures, or simply closing down the business. Some of these vehicles, when handled correctly, may produce a faster and greater distribution for creditors than would have occurred in a more expensive and slower bankruptcy case. This program covers these non-bankruptcy alternatives, how they differ from bankruptcy cases, how trade creditors should respond if a customer pursues any of these alternatives, and possible preference risk raised in ABCs and receiverships.

The speakers will also discuss the proposed Uniform Assignment for the Benefit of Creditors Act adopted by the Uniform Law Commission, its relevant provisions, and the status of its enactment by the states

About the Speakers

Bruce Nathan, Esq, Lowenstein Sandler LLP

With more than 35 years of experience in the bankruptcy and insolvency field, Bruce Nathan is a recognized leader nationwide in trade creditor rights and 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.

Among his various legal recognitions, Bruce received the Top Hat Award in 2011, a prestigious annual award honoring extraordinary executives and professionals in the credit industry. He was co-chair of the Avoiding Powers Committee, which worked with the American Bankruptcy Institute's (ABI) Commission to Study the Reform of Chapter 11, participated in ABI's Great Debates at its 2010 Annual Spring Meeting—arguing against repeal of the special BAPCPA protections for goods providers and commercial lessors—and was a panelist for a session sponsored by ABI. He is a frequent presenter at industry conferences throughout the country, as well as a prolific author regarding bankruptcy and creditors' rights topics in various legal and trade publications. Bruce is a co-author of Trade Creditor Remedies Manual: Trade Creditors' Rights under the UCC and the U.S Bankruptcy Code, published by ABI at the end of 2011. He also has contributed to ABI Journal and is a former member of ABI's Board of Directors and former co-chair of ABI's Unsecured Trade Creditors Committee.

Michael Papandrea, Esq, Lowenstein Sandler LLP

Michael Papandrea provides counsel to debtors, creditors’ committees, individual creditors, liquidating trustees and other interested parties with respect to corporate bankruptcy and creditors’ rights matters, including bankruptcy-related litigation.

Reliable and efficient, Michael is appreciated for his innate ability to effectively apply and communicate his understanding of the law and general business principles with respect to complex issues, both while providing advice to clients and while aggressively advocating on their behalf. Michael works tirelessly to understand clients’ needs and provide practical solutions that are reasonable, balanced, and favorable to the clients he serves.

Michael takes pride in his commitment to the community and provides pro bono representation to individuals and a nonprofit organization regarding bankruptcy and foreclosure-related matters.

Prior to joining the firm, Michael held multiple clerkships in the U.S. Bankruptcy Court; he clerked for the Hon. Jerrold N. Poslusny, Jr. (District of New Jersey), the Hon. Ashely M. Chan (Eastern District of Pennsylvania) and the Hon. Gloria M. Burns (Chief Judge, District of New Jersey). Michael applies the valuable insights learned from working closely and directly with these members of the judiciary to his everyday practice.