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

Latin America is a diverse region where business practices vary from country to country, and the legal systems are usually complex and slow. The main focus of this session is to provide guidelines for international companies on their collection processes in the region.

1. Navigating the legal framework in Latin America: which documents have more strengths from a legal standpoint, how to set up a guarantee, and working with banks’ solutions (credit lines, letters of credit, and documentary collections). Searching for legal support.
2. Distance collections: Emails vs. phone calls vs. messaging Apps. Making the most of in-person visits. Overcoming the language issue.
3. Case Studies: Real-life examples of successful collection strategies in the region.

About the Speakers

Alfredo Puerta, Director of Credit Latin America, Osterman & Company, Inc.

Credit Director for Latin American at Osterman & Co. since 2010, Alfredo Puerta has worked as Credit head for banks such as Citibank and a Financial Consultor for companies such as KPMG and PWC, mainly in Latin America.

He holds a degree in Accounting from the Universidad Católica Andrés Bello (Ven) and an MBA and a Master’s in Finance from the Institute of Higher Studies in Administration (IESA) in Venezuela. He is also accredited as a CICP and Investment Consultant.

He also combines his professional activities with Academia, having been a professor of graduate degree programs in Finance since 1997 at some of the highly ranked universities in Latin America, such as the University of Costa Rica and the Universidad Central de Venezuela.

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

What happens when your most experienced credit professionals retire or move on?

Without a succession plan, organizations risk losing critical knowledge, leadership continuity, and operational stability. This session will explore how credit leaders can proactively prepare for the future by identifying emerging talent, developing leadership skills within their teams, and building a sustainable leadership pipeline.

Join us to learn practical strategies for strengthening your credit department today while preparing the next generation of leaders for tomorrow.

About the Speakers

JoAnn Malz, Director Credit, Collections and Billing, Imagine

JoAnn Malz, CCE, ICCE, has spent her entire career in credit, growing from Credit Analyst to Director of Global Customer Financial Services. She is currently the Director of Credit, Collections, and Billing with The Imagine Group. JoAnn has been an active member of FORIUS/NACM North Central, NACM and FCIB. She earned her CCE certification in March 1998, FCIB’s CICP designation upon completing the International Credit & Risk Management course in December 2005 and then FCIB’s ICCE designation in January 2012. FORIUS awarded JoAnn with the Credit Executive of the Year in 2007.

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

It’s not just privacy, cyber, or risk - it’s digital transformation. And for trade creditors, that transformation is where asset values get created or destroyed before you ever see the balance sheet impact. The speakers will discuss the trend towards digitizing everything and potential AI applications - from operational technology and manufacturing systems to supply chain networks and R&D data, the value it can create through efficiency gains, predictive maintenance, and market responsiveness and the risks it raises: a ransomware event doesn’t just encrypt files, it shuts down production lines. A supply chain compromise doesn’t just leak data, it disrupts just-in-time delivery for critical inputs. An IP theft doesn’t just violate trade secrets, it accelerates competitor time-to-market. The speakers will then discuss what all this means for you in evaluating the creditworthiness of your customers.

About the Speakers

Amy S. Mushahwar, Partner, Lowenstein Sandler LLP

Amy S. Mushahwar is a legal-technology leader, former Chief Information Security Officer (CISO), and technologist who advises innovators who believe progress and protection must move in synchrony. As Chair of the Data Privacy, Security, Safety & Risk Management practice, Amy leads a multidisciplinary team that unites law, technology, and human insight to help organizations design, defend, and sustain trusted systems in an increasingly intelligent world. 

With more than 20 years dedicated to a technology-enabled law practice, and firsthand leadership experience as a CISO, Amy bridges the space between boardroom accountability and engineering reality. She has directed responses to high-profile data breaches, built proactive security and privacy architectures, and guided companies through AI adoption, cloud transformation, and emerging-tech regulations. Her compliance work spans nearly every major privacy and security statute, such as the EU’s General Data Protection Regulation (GDPR), California Consumer Privacy Act (CCPA), and California Privacy Rights Act (CPRA), Health Insurance Portability and Accountability Act of 1996 (HIPAA), Gramm-Leach-Bliley Act (GLBA), Children’s Online Privacy Protection Act (COPPA), Fair Credit Reporting Act (FCRA), Payment Card Industry Data Security Standard (PCI DSS), National Institute of Standards and Technology (NIST) frameworks, and emerging laws affecting businesses globally. A trailblazer in the privacy and cybersecurity profession, Amy helped undertake some "firsts" in the field, giving her a uniquely broad base across regulatory regimes and technical standards. 

Amy’s enforcement background includes federal regulatory experience across multiple industries and working with numerous states’ attorneys general, providing a front-line view into how regulators shape and enforce cybersecurity, consumer protection, and emerging-technology law. She also brings esoteric experience in telecommunications and satellite law, advising on the security and governance of global communications networks. 

In her work with the financial industry, Amy offers extensive experience in payments privacy, security and fraud, representing fintech innovators and banks alike on compliance, cyber security, and data-risk strategy. Her experience includes breach response, forensics investigations and payment card industry (PCI) non-compliance audits/remediation, advising clients on how to responsibly navigate card-brand or acquirer enforcement. 

A pioneer in data scraping and intelligence analysis, Amy has built a highly nuanced and sophisticated practice that powers national security, law enforcement, and commercial threat-intelligence platforms. Her work integrates compliant data collection, automation, and analytics to advance situational awareness and digital defense for clients across critical infrastructure, defense, and technology sectors. 

Her signature and strategic Data360 approach with Kathleen A. McGee transforms data risk into strategic advantage by aligning legal, technical, and human disciplines across the entire data lifecycle. Amy’s leadership philosophy—Mentorship, Discipline, and Humanity—defines both her practice and her people. She cultivates inclusive, dual-threat teams of lawyers, engineers, and subject matter experts in technologies that support data structures who combine technical precision with ethical clarity. 

Amy is a sought-after speaker and thought leader, having presented at Harvard Law School, the Association of Corporate Counsel, Practicing Law Institute, the Northern Virginia Technology Council, and numerous national and global industry forums on breach response, cybersecurity duties, and emerging technology governance. She actively contributes to professional boards and philanthropic initiatives, reinforcing her commitment to mentorship and community engagement. 

Her achievements include being honored as a Cybersecurity Trailblazer by Cybersecurity Law Reporter and recognized as a Leading Woman in Data by the Global Data Review’s (GDR) “Women in Data 2022” list, which recognizes women at the cutting edge of legislation, regulation, and technology around the world.

As a boxer, triathlete, and taekwondo practitioner, Amy channels endurance, focus, and respect into the way she leads: strength guided by purpose. Her mission is simple yet transformative: 

“To build systems that last by leading with heart.”

Kathleen A. McGee, Partner, Lowenstein Sandler LLP

Kathleen A. McGee is a highly accomplished attorney with a unique and valuable skill set with close to two decades of experience as a prosecutor and leading regulator, including as Bureau Chief of the New York Attorney General’s Bureau of Internet and Technology. Kathleen regularly leverages her extensive experience in the public sector by representing clients before federal, state, and local law enforcement and regulators on issues ranging from criminal and civil investigations before the DOJ, SEC, FTC, and state attorneys general, to commercial disputes and advisory matters involving technology, data commodification, cybersecurity and privacy, consumer protection issues, Artificial Intelligence, and data governance. An author of several state and local bills and laws, including New York State’s SHIELD Act on data security, Kathleen brings a strong sense of regulatory policy and advises clients on the legal landscape affecting their business models.

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

Designed specifically for credit professionals, this webinar unpacks the clauses that shape payment outcomes long before an invoice is issued.

We’ll explore how to identify and interpret high-impact provisions such as pay-if-paid and pay-when-paid clauses, retainage terms, change-order procedures, and other hidden risk triggers. Participants will learn how these clauses affect credit decisions, lien rights, and collection strategies, and how to flag contract language that may limit leverage or delay payment.

You’ll walk away with a sharper contract-reading lens and a stronger ability to anticipate and mitigate credit exposure early in the project lifecycle.

About the Speakers

Isaac Kotila, Regional Credit Manager, IDI

As the Regional Credit Manager for Minnesota-based Insulation Distributors, Inc., Isaac Kotila specializes in bridging generational and cultural gaps through positive, effective communication. He is a collaborative, "out-of-the-box" thinker dedicated to shaping organizational growth through innovative dialogue.

With deep cross-functional expertise, Isaac leads a multifaceted team covering everything from credit analysis and collections to legal activities and the customer master. A champion of modernization, he was recently a key contributor to company initiatives such as a new e-commerce platform, online credit applications, and ERP automations to streamline manual workflows. Isaac holds a Bachelor of Science in Accounting, accompanied by certifications in Business Consulting and Advanced Excel.

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

AI tools are evolving quickly, and the way professionals interact with them is changing just as fast. In this webinar, we’ll explore practical techniques for crafting effective prompts that help credit professionals work smarter, streamline routine tasks, and generate more accurate insights from today’s AI tools. Whether you're looking to draft communications, analyze information, or improve workflow efficiency, the right prompts can unlock powerful results.

Speakers

Ryan Vanshur, VP GTM Intelligence & AI Solutions, Handle

A startup co-founder who successfully scaled a venture-backed EdTech company from inception to a successful private equity exit. With a decade of hands-on experience across every GTM function—from sales and marketing to client success and revenue operations—I've built and scaled systems that drive growth at every stage of the startup journey.

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

Preliminary notices and intent-to-lien letters are critical tools in protecting lien rights, yet they’re often misunderstood or misused. In this session, we’ll break down the purpose and timing of each notice, what information must be included, how state deadlines impact compliance, and how these documents fit into an effective credit and collections strategy. 

Attendees will learn how to identify common errors that weaken lien rights, delay payments, or create compliance risks, and gain practical guidance for building consistent internal notice workflows. 

This webinar is ideal for credit professionals who support construction accounts and want to strengthen their foundation while improving day-to-day execution. 

About the Speakers

Maggie Gautreaux, CBA, Financial Services Supervisor, Wesco-Anixter 

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

In today’s evolving business environment, credit managers must stay ahead of shifting economic conditions, emerging industry risks, and key financial indicators that influence strategic decision-making. Join NACM for a forward-looking discussion featuring a Senior Vice President from KeyBank Reak Estate Capital, who will share insights into economic trends and predictions shaping the months ahead

About the Speakers

Morgin Morris, Senior Vice President , KeyBank Real Estate Capital

Morgin Morris is a Senior Mortgage Banker based in KeyBank’s Seattle office focusing on Senior Housing loan origination in the West. Morgin has been in the Senior Housing finance industry for over 15 years, with a continued passion for the senior’ business and her clients. In addition to Key’s balance sheet bridge program, her concentration today is on permanent and interim loan solutions including Fannie Mae, Freddie Mac, Debt Fund, LifeCo and FHA/ HUD loans. Before joining KeyBank in 2011, she was a seniors housing underwriter at Guaranty and BBVA Compass Banks.

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

Join Mary White for a practical discussion on how credit managers can navigate cross-functional conflict, manage internal pushback, and protect the business while maintaining productive relationships. This session focuses on real workplace scenarios, communication strategies, and decision-making tactics that credit professionals can use to operate more confidently across departments

About the Speakers

Mary Gormandy White, M.A., SHRM-SCP, SPHR

Mary Gormandy White, M.A., SHRM-SCP, SPHR, is managing director of Inside Insights, Inc, a talent development and consulting firm focused on building better managers and workplaces. She is a dynamic speaker, facilitator, and keynote speaker at conferences and association meetings nationwide.

Mary holds graduate and undergraduate degrees in Communication. Her certifications include Senior Professional in Human Resources (SPHR), SHRM Senior Certified Professional (SHRM-SCP), and Everything DiSC Certified Practitioner. Mary also serves on the faculty of Chattanooga State Community College, where she teaches in the Humanities division.

In addition to her teaching and speaking roles, she is a key developer and trainer of HR content and instructional materials, including the 'Certificate Program For HR Generalists', the 'Certificate Program For Strategic HR Leadership' and several HR certification exam prep classes (including those for the PHR/SPHR and aPHR exams) for which she regularly received "Excellent" ratings.

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

Navigating bankruptcy can be complex, but credit managers play a crucial role in protecting their company’s financial interests. In this webinar, legal experts will break down the essentials of Bankruptcy 101, covering key concepts, creditor rights, and practical strategies to minimize risk and maximize recoveries. Whether you're dealing with distressed accounts or preparing for potential defaults, this session will provide the insights you need to stay ahead. Don’t miss this opportunity to strengthen your understanding and safeguard your bottom line!

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.

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.

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

This webinar kicks off our construction-credit lien series with a clear, practical tour through the essential purpose and power of mechanic’s liens. Participants will learn when liens apply, why they matter, and how they function as a critical safeguard for securing payment in the construction industry.

We’ll break down key terminology, basic notice requirements, common pitfalls to avoid, and the typical lifecycle of a lien from preliminary steps to enforcement. Whether you’re new to construction credit or looking to refresh your knowledge, this webinar will ground you in the core concepts you need to confidently navigate lien rights across project types and jurisdictions.

About the Speakers

Jen Martin, Director of Credit, Carter Lumber

Jen Martin is a 25-year veteran of the building materials industry and a strong advocate of the “credit is an extension of sales” philosophy. She earned a BS in Business Management from Regis University and is active in the credit community previously serving as an advisory board member for technology solution providers, Levelset and NetNow, as a regular online credit contributor and speaker on credit best practices.

In her current role as Director of Credit for Carter Lumber, Jen is focused on showcasing credit’s value as a business partner, fostering the importance of strong relationships and charting a path to receivable and cashflow excellence thru education and empowerment of credit professionals.

Jen splits her time between Kent, Ohio and Castle Rock, Colorado. She enjoys retreating to the mountains to enjoy a glass of wine around a fire pit and singing the praises of her two “Nexter” adult kids. You can keep up with Jen and current construction credit best practices by following her on LinkedIn.