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

The speakers will build on the first presentation, which highlighted the importance of a properly filled out credit application and creditor-friendly terms and conditions of sale. In this session, the speakers will discuss the challenges of getting customers to provide all of the information requested in a credit application and agree to all the creditor-friendly terms and conditions and then sign the application. The speakers will then discuss the adverse impact of an unsigned agreement on trade creditors. Among other things, the speakers will focus on the importance of creditor-friendly terms and conditions for trade creditors seeking to collect their claims and mitigate their risk of loss, the “battle of the forms” risk that ensues in the absence of a signed agreement containing creditor-friendly terms or when a customer attempts to provide superseding terms and conditions, and risks regarding the enforceability of creditor-friendly terms. The speakers will then discuss real life experiences over the enforceability of contract terms and efforts by buyers to add unfavorable terms that supersede the credit friendly terms sought by the creditor. The speakers encourage attendees to submit questions and real-life war stories from their own experience in advance of the program so the speakers can discuss them during the webinar (on an anonymous basis).

About the Speaker

Bruce Nathan, Partner, 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.

Micheal Papandrea , Counsel, 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.

Andrew Behlmann, Partner, 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. 

Offering trade credit helps business customers to increase their purchasing power, but exposes your company to fraud. With the advent of highly available artificial intelligence, communication has fundamentally changed, and its now child’s play to fake a business email, text message, or even a phone call.

Moving business online increases the scale of both the risk and opportunity for credit managers, however, the heuristics that helped us identify fraud in the past are growing less effective as sales is increasingly done without a human touch.

Join this session with Sid Malladi and David Fulham from Nuvo, to learn strategies used by fraudsters to impersonate legitimate customers, and new tactics you can stay one step ahead.

About the Speaker

David Fulham, Partnerships, Nuvo

David Fulham is a seasoned professional with a diverse background in business operations, corporate development, and partnerships. With experience in prominent companies such as Nuvo, Jobox.ai, The Motley Fool, and Link Group, David has successfully led various initiatives including acquisitions, market analyses, and business growth strategies. Their educational background includes degrees in Political Economy, Spanish and Latin American Studies, as well as certifications in Lean Six Sigma and Design Thinking. David is known for their ability to drive digital payment platform implementations, manage relationships with clients, and facilitate strategic deals exceeding $1.5bn.

Sid Malladi , Co-Founder and CEO, Nuvo

Sid is the CEO and Co-Founder of Nuvo. Nuvo is the modern customer onboarding and risk assessment platform for B2B sellers across a broad range of industries including chemicals, food & beverage, automotive, and oil & gas.

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

When selling to contractors, an approved credit application may set a modest credit limit, such as $5,000. However, contractors might place orders for significantly larger amounts, like $100,000, on a job account. This webinar will teach you how to capture, review and verify job information to effectively underwrite large job account credit lines. Attendees will receive a sample job information sheet and learn practical tools to train their sales staff on how to request job information and address common objections. Join us to enhance your underwriting process and support your sales team in managing substantial job account orders with confidence.

About the Speaker

Chris Ring, National Sales Representative, NACM's Secured Transaction Services

Chris Ring, the National Sales Representative for NACM’s Secured Transaction Services, specializes in assisting credit professionals secure their receivables using Mechanic’s Lien Laws and Article 9 of the Uniform Commercial Code. Chris consults with companies on a daily basis, leading them to find the best way to use these credit tools to assure that they are in the best possible position to get paid.

Since 2002, Chris has presented seminars on both Mechanic’s Liens and UCC Filings for companies, NACM Affiliate Credit Conferences, NACM Industry Credit Groups and CFDD Meetings.

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

In the second part of our webinar series, we look forward to the future of AR automation, exploring what businesses are currently focusing on and predicting the key trends for 2025 and beyond.

Building on our survey findings, we will discuss the next steps for automation and the strategic priorities for credit managers. This session will also delve into expert forecasts and actionable insights to help you stay ahead of the curve in an ever-changing financial landscape.

Join this session for exclusive insights on:  

• Future Trends: Discover what’s next for AR automation and how to prepare for emerging trends.
• Strategic Focus: Identify the critical focus areas for businesses and credit managers as they navigate the future.
• Expert Predictions: Get expert predictions on the AR landscape for 2025 and learn how to leverage these insights for strategic planning.

About the Speaker

Eric Joyner, Senior Solutions Strategy Manager, BlackLine

Eric Joyner has 19 years of I2C experience, including 16 years in industry and 3 years in consulting. His previous roles involved managing Collections and Cash Application departments for Coca-Cola and Johnson & Johnson. At Deloitte, Eric served as an Order to Cash SME and collaborated with I2C SaaS providers.

Danny Wheeler, Solutions Marketing Manager, BlackLine

Danny Wheeler is an experienced professional with a successful 15-year career in the technology industry. He has excelled in various roles including Solutions Consulting, Product Owner and Manager, Product Marketing, and Project Management.

Throughout his career, Danny has had the privilege of working for reputable companies such as BlackLine and Apple, where he contributed to the success of diverse projects and initiatives. He has also gained valuable experience as part of a start-up (Rimilia) that was later acquired, providing him with a deep understanding of the dynamic nature of the industry.

As a Solutions Consultant, Danny has honed his ability to understand complex customer requirements and translate them into effective solutions. His role in Solutions Marketing has allowed him to demonstrate proficiency in crafting compelling messaging, developing impactful content for product campaigns, and delivering engaging presentations to audiences at industry events.

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

Concentration risk impacts customer and vendor relationships. Concentration is simply the risk of over reliance or exposure to a counterparty, customer, supplier/vendor, distributor, asset class, industry, region or financial exposure. If you do have a concentration, you can diversify it or you can manage it.

About the Speaker

Martin Zorn, Managing Director, Risk Research and Quantitative Solutions, SAS Institute Inc.

Martin Zorn currently serves as a Managing Director, Risk Research and Quantitative Solutions for Risk Data and Analytics initives at SAS. In his role he oversees day-to-day operations serving risk management clients.

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

Legendary management consultant Peter Drucker said “Culture eats strategy for breakfast.” But what is culture…and what’s a ‘healthy’ culture? This webinar will provide attendees with a framework on how to think about a culture that helps drive successful organizational outcomes. It will also provide concrete examples of how one organization identified its culture and how it measured and adjusted its culture over time to help achieve successful outcomes.

About the Speaker

Becky Snyder, PMP, CSM

Becky Snyder has been helping leaders achieve their visions for 30 years in both the arts and corporate worlds, working in tactical management and servant leadership capacities. Now a consultant and executive coach, she shows leaders how to embrace an agile mindset to harness connection, authenticity, and transparency in order to empower their teams and foster a culture of innovation, collaboration, and adaptability. Becky strongly believes that good leadership begins with introspection and self-transformation. She works one-to-one with clients to create tailored programs to foster self-awareness, personal growth, and emotional intelligence, helping them restore self-worth, increase connections and influence, and take decisive action in their professional and personal lives.

Brian Jurutka, VP, IMA Financial Group

Brian provides tailored insurance solutions to businesses, helping them manage risk and protect their assets. Prior to IMA, brian was President & CEO of The National Investment Center for Seniors Housing & Care, Inc., guiding the organization in achieving its mission of enabling access and choice for older Americans in seniors housing and care. Prior to joining NIC, Brian served as Senior Vice President, Telecom, and GM for comScore’s wireless operator analytics division. A former nuclear submarine officer, Brian brings leadership experience with a successful track record in analytics, business development, operational management, and data system development and integration.

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

Join us for an insightful journey through the evolving accounts receivable (AR) automation landscape, as we compare the key trends and shifts from 2023 to 2024.

Based on an exclusive survey conducted with members of the National Association of Credit Management (NACM), this webinar will highlight what has captured the interest of credit managers and the most intriguing changes in the AR world over the past year. Discover how technological advancements and economic factors have influenced credit management practices and what this means for your business!

Join this session for exclusive insights on:

• Trend Analysis: Understand the significant trends in AR automation between 2023 and 2024 and how they impact credit management.
• Credit Manager Insights: Gain insights from credit managers on their priorities and challenges in the current economic environment.
• Technological Advancements: Learn about the latest technological innovations shaping AR automation's future.

About the Speaker

Eric Joyner, Senior Solutions Strategy Manager, BlackLine

Eric Joyner has 19 years of I2C experience, including 16 years in industry and 3 years in consulting. His previous roles involved managing Collections and Cash Application departments for Coca-Cola and Johnson & Johnson. At Deloitte, Eric served as an Order to Cash SME and collaborated with I2C SaaS providers.

Danny Wheeler, Solutions Marketing Manager, BlackLine

Danny Wheeler is an experienced professional with a successful 15-year career in the technology industry. He has excelled in various roles including Solutions Consulting, Product Owner and Manager, Product Marketing, and Project Management.

Throughout his career, Danny has had the privilege of working for reputable companies such as BlackLine and Apple, where he contributed to the success of diverse projects and initiatives. He has also gained valuable experience as part of a start-up (Rimilia) that was later acquired, providing him with a deep understanding of the dynamic nature of the industry.

As a Solutions Consultant, Danny has honed his ability to understand complex customer requirements and translate them into effective solutions. His role in Solutions Marketing has allowed him to demonstrate proficiency in crafting compelling messaging, developing impactful content for product campaigns, and delivering engaging presentations to audiences at industry events.

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

This is the first of a 2-part webinar series. In this first webinar, the speakers will discuss the importance of a properly completed and executed credit application to a creditor’s decision to extend credit and its ability to collect a claim and utilize the risk mitigation tools it had negotiated (such as a letter of credit, credit insurance, consignment and security interest, and guaranty). The program starts with a discussion of the key contents of a credit application and making sure the applicant provides all of this requested information. The speakers will then discuss the importance of including favorable, carefully crafted terms and conditions as part of a credit application and any other contract with the customer to maximize collectability and minimize liability. The speakers will cover the steps creditors should take to ensure their terms and conditions are enforceable and minimize the risk of a battle of the forms. 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.

About the Speaker

Bruce Nathan, Partner, 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.

Micheal Papandrea , Counsel, 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.

Andrew Behlmann, Partner, 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. 

This webinar will guide you through the evolving role of AI in credit management. From understanding AI basics to exploring its business value and practical implementations, we'll cover it all. Discover how AI can streamline credit processes, improve accuracy, and enhance customer insights while adhering to ethical standards and preparing for future advancements.

About the Speaker

Justin Grammens, Founder + CEO, Lab 651

Justin Grammens is a lifelong learner, passionate about Artificial Intelligence, and driven by giving back to the community through entrepreneurship and education.

He is a Fractional Chief AI Officer focused on the uses of Generative AI, Large Language Models, and Machine Learning. He is the Founder and CEO of Lab651 where he helps executives leverage Artificial Intelligence by building AI-driven software applications.

He is also the creator, producer, and host of the Applied AI Podcast, Meetup, and Conference which allows him to interview and host some of the world's leading experts on Artificial Intelligence & Machine Learning. He is a co-founder of the 501(c)(3) non-profit Emerging Technologies North and an Adjunct Professor teaching graduate-level IoT and Machine Learning classes at the University of Saint Thomas.

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

Learn from the experts and delve into the current challenges and best practices for successful cross border business with Latin America.

About the Speaker

Alfredo Puerta, CICP, Credit & Finance Manager, Latin America Polymers Quimtec Polymers

Highly competitive executive with 20 years of successful experience in Consulting, Banking, Finance, & Accounting. Extensive background in, Consumer and corporate credit and Banking, Financial Planning and Analysis.

MBA and CICP, Excellent qualifications in implementing solutions to design and improve process performance. Proven ability in managing international and culturally diverse groups, achieving high impact results. Exceptional interpersonal and communication skills.