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  • Contains 1 Component(s) Recorded On: 09/22/2022

    This on-demand webinar is available for 14 days after purchase. Today’s economy sparks more questions than answers, but some trends cannot be ignored. During this session, you will discover how inflation, monetary and fiscal policy, and defaults determine what stage of the credit cycle we currently are in. This knowledge will help you make more informed credit decisions—no matter the outcome of the economy.

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

    Today’s economy sparks more questions than answers, but some trends cannot be ignored. During this session, you will discover how inflation, monetary and fiscal policy, and defaults determine what stage of the credit cycle we currently are in. This knowledge will help you make more informed credit decisions—no matter the outcome of the economy.

    Figure 1: The Credit Cycle

    the credit cycle

     

    About the Speakers

    Martin Zorn, Kamakura Corporation a SAS Company

    Zorn MartinMartin Zorn joined Kamakura in January 2011 where he is the President, COO and a member of the Board. Mr. Zorn is a twenty-one-year veteran of Wachovia Bank where he was in corporate banking and capital markets. Mr. Zorn has been involved in financial advisory engagements including structuring and arranging growth capital, financing mergers and acquisitions and hedging interest rate risk. He created an emerging growth and technology practice while he was in the Research Triangle and was active with an early-stage life science venture fund. His clients have ranged from global leaders to technology start-ups. After Wachovia he was with two small cap mid-cap turnarounds where he served as the CRO and CFO and was a member of the adjunct faculty at the University of Southern Indiana where he was an instructor in investments and business finance. He is active in the community and currently serves as the Chairman of the Board of the Arcadia Family of Companies, is on the Board and is treasurer of the Hawaii chapter of Financial Executives International and is on the advisory Board of the Food Innovation Center at University of Hawaii-Maui. Mr. Zorn is a graduate of Vanderbilt University where he earned his Bachelor of Arts degree in economics. He completed the executive management program at Duke University’s Fuqua School of Business.

    Webinar Access

    Login instructions are sent to the registered attendees email address in a calendar invitation at the time of registration.

    Please email Conventions_Info@nacm.org with questions.

  • Contains 1 Component(s) Recorded On: 09/19/2022

    This on-demand webinar is available for 14 days after purchase. Lending to construction contractors is risky business, but this session will show you how to evaluate that risk, underwrite an appropriate lending structure and manage credit exposure. The construction industry accounts for 10% to 20% of a local economy, so extending credit thoughtfully to this sector benefits both your organization and the market you serve. Topics discussed include: Volatility of construction risk in economic cycles Supply chain risk for contractors Payment process for contractors and subcontractors Contractor status report, and key elements in contractor accounting and financial statements Progress billings, retention and collateral value Role of sureties in providing bonds to contractors—lien priorities Evaluating contractor downside cash flow, collateral, and guarantors for repayment ability Useful conditions and covenants in contractor loan underwriting Evaluating contractor cash flow, collateral and guarantors

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

    Lending to construction contractors is risky business, but this session will show you how to evaluate that risk, underwrite an appropriate lending structure and manage credit exposure. The construction industry accounts for 10% to 20% of a local economy, so extending credit thoughtfully to this sector benefits both your organization and the market you serve. 

    Topics discussed include:

    • Volatility of construction risk in economic cycles
    • Supply chain risk for contractors
    • Payment process for contractors and subcontractors
    • Contractor status report, and key elements in contractor accounting and financial statements
    • Progress billings, retention and collateral value
    • Role of sureties in providing bonds to contractors—lien priorities
    • Evaluating contractor downside cash flow, collateral, and guarantors for repayment ability
    • Useful conditions and covenants in contractor loan underwriting
    • Evaluating contractor cash flow, collateral and guarantors
    • About the Speaker
      Dev Strischek, Devon Risk Advisory Group Dev Strischek is principal of Devon Risk Advisory Group and speaks on a wide range of credit risk, commercial banking and lending topics. As former SVP and senior credit policy officer at SunTrust Bank, Atlanta, he was responsible for developing, implementing and adminsistering credit policies for SunTrust’s wholesale lines of business—commercial, commercial real estate, corporate investment banking, capital markets, business banking and private wealth management. He also spent three years as managing director and credit approver in SunTrust's Florida commercial lending and corporate investment banking areas, respectively. Prior to SunTrust, Dev was chief credit officer for Barnett Bank's Palm Beach market. Besides stints at other banks in Florida, Kansas City and Ohio, Dev's experiences outside of banking include CFO of a Honolulu construction company, combat engineer officer in the U.S. Army, and college economics instructor in Hawaii, Missouri and Florida. A graduate of Ohio State University and the ABA Stonier Graduate School of Banking, he earned his M.B.A. from the University of Hawaii. Dev serves as an instructor at the Stonier Graduate School of Banking, the Southwestern Graduate School of Banking and the American Bankers Association's (ABA) Commercial Lending. His school, conference and workshop audiences have included participants drawn from the ABA, RMA, OCC, Federal Reserve, FDIC, FFIEC, SBA, the Institute of Management Accountants (IMA) and the AICPA. Dev has written about credit risk management, financial analysis and related subjects for the Risk Management Association's RMA Journal, and other business professional journals. He is the author of Analyzing Construction Contractors and its related RMA workshop. A past national chair of RMA and former Florida Chapter president, Dev serves as a member of the RMA Journal's advisory board. He also serves on the advisory board of the Atlanta Chapter of the Professional Risk Managers' International Association (PRMIA), and he has consulted on credit risk issues with banks in Morocco, Egypt and Angola through the U.S. State Department's Financial Service Volunteer Corps (FSVC). He also served on the Private Company Council (PCC) of the Financial Accounting Standards Board (FASB); the PCC reviews current and proposed generally accepted principles (GAAP) and recommends revisions that simplify their use for privately held organizations.   Webinar Access Login instructions are sent to the registered attendees email address in a calendar invitation at the time of registration. Please email Conventions_Info@nacm.org with questions.

     

  • Contains 1 Component(s) Recorded On: 09/14/2022

    This on-demand webinar is available for 14 days after purchase. Asking for support can be a real challenge for many people. During this session, we will learn structures that make it easy to master the art of the ask. We will discuss best practices for getting clear on expectations, reciprocity, goal sharing and first steps for reaching out.

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

    Asking for support can be a real challenge for many people. During this session, we will learn structures that make it easy to master the art of the ask. We will discuss best practices for getting clear on expectations, reciprocity, goal sharing and first steps for reaching out.

    About the Speakers

    Hailey Zureich, zHailey Coaching

    Mary Cooney

    Hailey Zureich is a certified Life Coach with 13-plus years of professional training and development experience. Her passion is in helping empower folks with tools to engage with others, elevate their skills and be connected with themselves.

    https://zhaileycoaching.com

     

    Webinar Access

    Login instructions are sent to the registered attendees email address in a calendar invitation at the time of registration.

    Please email Conventions_Info@nacm.org with questions.

  • Contains 1 Component(s) Recorded On: 09/13/2022

    This on-demand webinar is available for 14 days after purchase. Economic headwinds are strengthening, and many are predicting a recession in the United States. Factors such as inflation and price increases for materials and services, higher borrowing costs, shortages of necessary goods and labor issues are putting pressure on companies, which could lead to delayed or failed payments. This webinar will provide you with a toolkit to lessen supply chain risks in the face of this expected economic turmoil. Join the webinar to gain an understanding of: The impact of bankruptcy on contracts and rights to payment or performance, and related bankruptcy pitfalls. The “warning signs” that demonstrate a company in your supply chain might present a risk Key aspects of your contracts and commercial relationships that will control how much leverage you have in situations of distress Commercial and legal techniques to protect (i) critical supply you are owed if one of your suppliers becomes financially distressed and (ii) the likelihood you are paid if one of your customers becomes financially distressed.

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

    Economic headwinds are strengthening, and many are predicting a recession in the United States. Factors such as inflation and price increases for materials and services, higher borrowing costs, shortages of necessary goods and labor issues are putting pressure on companies, which could lead to delayed or failed payments. This webinar will provide you with a toolkit to lessen supply chain risks in the face of this expected economic turmoil. Join the webinar to gain an understanding of:

    • The impact of bankruptcy on contracts and rights to payment or performance, and related bankruptcy pitfalls.
    • The “warning signs” that demonstrate a company in your supply chain might present a risk
    • Key aspects of your contracts and commercial relationships that will control how much leverage you have in situations of distress
    • Commercial and legal techniques to protect (i) critical supply you are owed if one of your suppliers becomes financially distressed and (ii) the likelihood you are paid if one of your customers becomes financially distressed.

     

    About the Speakers

    John A. Simon

    John A. Simon is a partner with Foley & Lardner LLP. He focuses his practice on national corporate restructuring, insolvency, bankruptcy, merger and acquisition and commercial contract matters.

    Sharon Beausoleil

    Sharon Beausoleil is a senior counsel in Foley & Lardner LLP's bankruptcy and business reorganizations practice in Houston. She focuses her practice on complex bankruptcy matters and related bankruptcy litigation for clients in a wide range of industries, including aviation, chemical, energy, maritime and refining sectors.

     
     

    Webinar Access

    Login instructions are sent to the registered attendees email address in a calendar invitation at the time of registration.

    Please email Conventions_Info@nacm.org with questions.

  • Contains 1 Component(s) Recorded On: 08/24/2022

    This on-demand webinar is available for 14 days after purchase. Looking to engage your team virtually, in-person or hybrid? This session will arm you with an array of tools to build the best practices for engaging your team. Fresh ice breakers, thoughts on how to use communication tools, challenges, and work-friendly ways to engage with your team.

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

    Looking to engage your team virtually, in-person or hybrid? This session will arm you with an array of tools to build the best practices for engaging your team.  Fresh ice breakers, thoughts on how to use communication tools, challenges, and work-friendly ways to engage with your team.

     

    About the Speakers

    Hailey Zureich, zHailey Coaching

    Hailey Zureich bio photo

    Hailey Zureich is a certified Life Coach with 13-plus years of professional training and development experience. Her passion is in helping empower folks with tools to engage with others, elevate their skills and be connected with themselves.

    https://zhaileycoaching.com

     

    Webinar Access

    Login instructions are sent to the registered attendees email address in a calendar invitation at the time of registration.

    Please email Conventions_Info@nacm.org with questions.

  • Contains 1 Component(s) Recorded On: 08/11/2022

    This on-demand webinar is available for 14 days after purchase. Companies engaged in international trade should have a clear understanding of how U.S. sanctions may impact their business, and implement compliance measures to prevent potential costly violations. Join us for a review of current U.S. sanctions, including recent developments concerning Russia, and a discussion on how to minimize the risk of non-compliance.

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

    Companies engaged in international trade should have a clear understanding of how U.S. sanctions may impact their business, and implement compliance measures to prevent potential costly violations. Join us for a review of current U.S. sanctions, including recent developments concerning Russia, and a discussion on how to minimize the risk of non-compliance.

     

    About the Speakers

    Lizbeth Rodriguez-Johnson, Reed Smith

    Lizabeth Rodrigues Johnson bio photo

    Lizbeth has extensive experience advising U.S. and international clients on U.S. export controls and trade sanctions, and conducting related internal investigations, audits and gap assessments.

    She regularly assists clients in the development, drafting and implementation of customized export compliance systems to help minimize the risk of non-compliance while meeting her client’s business needs.

    She routinely represents clients in civil and criminal investigations involving potential or apparent violations of the International Traffic in Arms Regulations (ITAR), the Export Administration Regulations (EAR) and trade sanctions regulations implemented by the Office of Foreign Assets Controls.

    Her practice involved the drafting of export compliance manuals, and implementing procedures, technology control plans, export and trade sanctions voluntary disclosures, license applications, technical assistance agreements, commodity jurisdiction requests, classification requests and other compliance and regulatory documents. She also assists clients conduct required export compliance and due diligence related to mergers and acquisitions.

    Lizbeth has led, or participated in, several directed audits and gap assessments designed to test compliance with the ITAR and the EAR. She has participated in audits of Foreign Corrupt Practices Act (FCPA) compliance programs.

  • Contains 1 Component(s) Recorded On: 08/08/2022

    This on-demand webinar is available for 14 days after purchase Lending to borrowers is risky business, and a lot goes into making a calculated decision. This session will teach you how bankers and lenders evaluate risk, underwrite an appropriate lending structure and monitor credit exposure. You also will learn: How bankers evaluate repayment ability from cash flow, collateral and guarantees Why lenders focus on business cash flow but still want collateral and guarantees What bankers need to analyze, underwrite and approve business loans What prospective borrowers can provide to facilitate their loan application, business plan and summary What borrowers can do to keep their banking relationship positive Progress billings, retention and collateral value Role of sureties in providing bonds to contractors—lien priorities Evaluating contractor downside cash flow, collateral and guarantors for repayment ability Useful conditions and covenants in contractor loan underwriting Evaluating contractor cash flow, collateral and guarantors

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

    Lending to borrowers is risky business, and a lot goes into making a calculated decision. This session will teach you how bankers and lenders evaluate risk, underwrite an appropriate lending structure and monitor credit exposure.

    You also will learn:

    • How bankers evaluate repayment ability from cash flow, collateral and guarantees
    • Why lenders focus on business cash flow but still want collateral and guarantees
    • What bankers need to analyze, underwrite and approve business loans
    • What prospective borrowers can provide to facilitate their loan application, business plan and summary
    • What borrowers can do to keep their banking relationship positive
    • Progress billings, retention and collateral value
    • Role of sureties in providing bonds to contractors—lien priorities
    • Evaluating contractor downside cash flow, collateral and guarantors for repayment ability
    • Useful conditions and covenants in contractor loan underwriting
    • Evaluating contractor cash flow, collateral and guarantors


    About the Speakers

    Dev Strischek, Devon Risk Advisory Group

    Dev Strischek bio photo

    Dev Strischek is principal of Devon Risk Advisory Group and speaks on a wide range of credit risk, commercial banking and lending topics. As former SVP and senior credit policy officer at SunTrust Bank, Atlanta, he was responsible for developing, implementing and adminsistering credit policies for SunTrust’s wholesale lines of business—commercial, commercial real estate, corporate investment banking, capital markets, business banking and private wealth management. He also spent three years as managing director and credit approver in SunTrust's Florida commercial lending and corporate investment banking areas, respectively.

    Prior to SunTrust, Dev was chief credit officer for Barnett Bank's Palm Beach market. Besides stints at other banks in Florida, Kansas City and Ohio, Dev's experiences outside of banking include CFO of a Honolulu construction company, combat engineer officer in the U.S. Army, and college economics instructor in Hawaii, Missouri and Florida. A graduate of Ohio State University and the ABA Stonier Graduate School of Banking, he earned his M.B.A. from the University of Hawaii.

    Dev serves as an instructor at the Stonier Graduate School of Banking, the Southwestern Graduate School of Banking and the American Bankers Association's (ABA) Commercial Lending. His school, conference and workshop audiences have included participants drawn from the ABA, RMA, OCC, Federal Reserve, FDIC, FFIEC, SBA, the Institute of Management Accountants (IMA) and the AICPA.

    Dev has written about credit risk management, financial analysis and related subjects for the Risk Management Association's RMA Journal, and other business professional journals. He is the author of Analyzing Construction Contractors and its related RMA workshop. A past national chair of RMA and former Florida Chapter president, Dev serves as a member of the RMA Journal's advisory board. He also serves on the advisory board of the Atlanta Chapter of the Professional Risk Managers' International Association (PRMIA), and he has consulted on credit risk issues with banks in Morocco, Egypt and Angola through the U.S. State Department's Financial Service Volunteer Corps (FSVC). He also served on the Private Company Council (PCC) of the Financial Accounting Standards Board (FASB); the PCC reviews current and proposed generally accepted principles (GAAP) and recommends revisions that simplify their use for privately held organizations.

     

  • Contains 1 Component(s) Recorded On: 08/03/2022

    This on-demand webinar is available for 14 days after purchase. This webinar will explore the critical but often confusing statutory requirements for preserving and enforcing lien and payment bond rights in Tennessee for commercial, residential or public projects. Litigator David Huff will review handy and useful deadline information as well as the technical mechanics of each step in the process of protecting the lien or payment bond rights of prime and subcontractors.

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

    This webinar will explore the critical but often confusing statutory requirements for preserving and enforcing lien and payment bond rights in Tennessee for commercial, residential or public projects. Litigator David Huff will review handy and useful deadline information as well as the technical mechanics of each step in the process of protecting the lien or payment bond rights of prime and subcontractors.

    About the Speakers

    David O. Huff, Smythe, Huff & Murphy, PC

    David Huffk bio photo

    A native Nashvillian, David graduated from Abilene Christian University, cum laude, and from the Texas Tech University School of Law where he was an editing director of the Texas Tech Legal Research Board. In 1986, he earned a diploma from the National Institute for Trial Advocacy and was elected as a fellow of the Nashville Bar Foundation in 2006.

     

    Webinar Access

    Login instructions are sent to the registered attendees email address in a calendar invitation at the time of registration.

    Please email Conventions_Info@nacm.org with questions.

  • Contains 1 Component(s) Recorded On: 07/27/2022

    This on-demand webinar is available for 14 days after purchase. Join attorney Joshua Casselman as he explains the requirements to perfect and enforce mechanic’s lien and bond claim rights in Indiana. He also will share tips that suppliers, subcontractors and general contractors can use to improve their prospects of getting paid when supplying to or working on construction projects in the state.

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

    Join attorney Joshua Casselman as he explains the requirements to perfect and enforce mechanic’s lien and bond claim rights in Indiana. He also will share tips that suppliers, subcontractors and general contractors can use to improve their prospects of getting paid when supplying to or working on construction projects in the state.

    About the Speaker

    Joshua Casselman, Rubin & Levin, P.C.

    Suleman Qureshi

    Joshua Casselman is a partner at Rubin & Levin, P.C., in Indianapolis. He represents businesses throughout the country in Indiana commercial litigation matters, with a focus on creditors’ rights and construction law. Recently, he successfully represented a mechanic’s lien claimant in a landmark case decided by the Indiana Supreme Court, which significantly expanded the lien protections afforded to suppliers of Indiana construction projects. He was recognized in the 2022 edition of The Best Lawyers in America® for Litigation – Construction and selected by Super Lawyers® to the Indiana Rising Stars list in 2021 and 2022 for Creditor Debtor Rights.

     

  • Contains 1 Component(s) Recorded On: 07/18/2022

    This on-demand webinar is available for 14 days after purchase. About the Webinar Unfortunately, the words bottlenecks, supply-chain disruption and shipping containers have become part of our daily lexicon. As credit professionals, what can we do to assess and predict how to best help our companies as we move forward in this unstable environment? As we move out of the pandemic, how do we change our predictive default modeling? How do we factor in permanent changes to the supply chain into credit risk management? How do we protect ourselves against higher interest rates or higher inflation? Attend this session and find out.

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

    About the Webinar

    Unfortunately, the words bottlenecks, supply-chain disruption and shipping containers have become part of our daily lexicon. As credit professionals, what can we do to assess and predict how to best help our companies as we move forward in this unstable environment? As we move out of the pandemic, how do we change our predictive default modeling? How do we factor in permanent changes to the supply chain into credit risk management? How do we protect ourselves against higher interest rates or higher inflation? Attend this session and find out.

     

    About the Speakers

    Martin Zorn, Kamakura Corporation a SAS Company

    Mary CooneyMartin Zorn joined Kamakura in January 2011 and is the President and COO and a member of the Board. Mr. Zorn is a twenty-one-year veteran of Wachovia Bank where he was in corporate banking and capital markets. Mr. Zorn has been involved in financial advisory engagements including structuring and arranging growth capital, financing mergers and acquisitions and hedging interest rate risk. He created an emerging growth and technology practice while he was in the Research Triangle and was active with an early-stage life science venture fund. His clients have ranged from global leaders to technology start-ups.

    After Wachovia he was with two small cap mid-cap turnarounds where he served as the CRO and CFO and was a member of the adjunct faculty at the University of Southern Indiana where he was an instructor in investments and business finance. He is active in the community and currently serves as the Chairman of the Board of the Arcadia Family of Companies, is on the Board and is treasurer of the Hawaii chapter of Financial Executives International and is on the advisory Board of the Food Innovation Center at University of Hawaii-Maui.

    
Mr. Zorn is a graduate of Vanderbilt University where he earned his Bachelor of Arts degree in economics. He completed the executive management program at Duke University’s Fuqua School of Business.