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  • Small Business Reorganizations Under Sub Chapter V of the Bankruptcy Code

    Contains 1 Component(s) Recorded On: 07/26/2021

    This on-demand webinar is available for 14 days after purchase. Congress enacted the Small Business Reorganization Act of 2019 (SBRA), creating a new Sub Chapter V of the Bankruptcy Code, which took effect Feb. 19, 2020. The SBRA was enacted to expedite and reduce the cost of small business bankruptcy cases. In this program, Lowenstein Sandler’s Bruce Nathan and Michael Papandrea will discuss the SBRA’s changes to existing small business Chapter 11 provisions and how those changes impact both debtors and the trade. They will also discuss SBRA’s and other recent changes to preference law.

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

    Congress enacted the Small Business Reorganization Act of 2019 (SBRA), creating a new Sub Chapter V of the Bankruptcy Code, which took effect Feb. 19, 2020. The SBRA was enacted to expedite and reduce the cost of small business bankruptcy cases.

    In this program, Lowenstein Sandler’s Bruce Nathan and Michael Papandrea will discuss the SBRA’s changes to existing small business Chapter 11 provisions and how those changes impact both debtors and the trade. They will also discuss SBRA’s and other recent changes to preference law.

    About the Speakers

    nathan bruce headshotBruce Nathan, Esq.

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

    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 has also 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.

    mpapandrea headshotMichael Papandrea, Esq.

    Michael 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 valuable insights learned from working closely and directly with these members of the judiciary to his everyday practice. 

  • Massachusetts Subcontractors and Material Supplier’s Guide to Securing Lien and Bond Rights

    Contains 1 Component(s) Recorded On: 07/21/2021

    This on-demand webinar is available for 14 days after purchase. This webinar is prepared from the perspective of securing and enforcing the rights of subcontractors and materials suppliers through the Massachusetts Mechanics’ Lien Statute (“Lien Statute”) and the Massachusetts Public Bond Statute (“Bond Statute”). Both Statutes provide rights to many entities and persons at various levels of construction projects, each with their own variation on what is required to satisfy the statutory requirements. Lien and bond rights are not self-executing. They need early attention to the steps to gather and correctly analyze project information to identify and protect those rights. The webinar will also cover the requirements for Notice to Owner and perfecting and enforcing a claim where that becomes necessary. Massachusetts public and private lien and bond laws have some fairly unique features that will be useful for industry professionals to know. The presentation will also touch on the recently enacted Prompt Pay Statute.

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

    This webinar is prepared from the perspective of securing and enforcing the rights of subcontractors and materials suppliers through the Massachusetts Mechanics’ Lien Statute (“Lien Statute”) and the Massachusetts Public Bond Statute (“Bond Statute”). Both Statutes provide rights to many entities and persons at various levels of construction projects, each with their own variation on what is required to satisfy the statutory requirements. Lien and bond rights are not self-executing. They need early attention to the steps to gather and correctly analyze project information to identify and protect those rights. The webinar will also cover the requirements for Notice to Owner and perfecting and enforcing a claim where that becomes necessary. Massachusetts public and private lien and bond laws have some fairly unique features that will be useful for industry professionals to know. The presentation will also touch on the recently enacted Prompt Pay Statute.

    About the Speaker

    Scott Wynn, Esq.

    Attorney Wynn is the Founder and Owner of Wynn Law Group. Wynn Law Group had focused  their practice in construction law and litigation, as well as commercial litigation. For more than 30 years, Attorney Wynn has represented various contractors, subcontractors, suppliers, and owners both in large public and private projects, including high end residential construction projects. These services cover a broad spectrum from liens, bond claims, arbitration, mediation and litigation in all courts throughout Massachusetts, Rhode Island and Connecticut. In addition, Attorney Wynn has represented national manufacturers of building products in defending defective product and product liability claims. Attorney Wynn is licensed to practice in both State and Federal jurisdictions of Massachusetts and Rhode Island.

  • Cash Management – Inputs and Outputs

    Contains 1 Component(s) Recorded On: 07/20/2021

    This on-demand webinar is available for 14 days after purchase. Learn the inputs and outputs of cash management and how to make sense of your company’s cash flow. The starting point for good cash management is developing short- and long-term cash input and output projections. Topics for this webinar include: Knowing when, where and how cash needs will occur. Knowing the best sources for meeting additional cash needs. Being prepared to meet these needs when they occur by keeping good relationships with bankers and other creditors. Establishing predictability for customer payments. Implementing metrics and analytics.

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

    Learn the inputs and outputs of cash management and how to make sense of your company’s cash flow. The starting point for good cash management is developing short- and long-term cash input and output projections.

    Topics for this webinar include:

    • Knowing when, where and how cash needs will occur.
    • Knowing the best sources for meeting additional cash needs.
    • Being prepared to meet these needs when they occur by keeping good relationships with bankers and other creditors.
    • Establishing predictability for customer payments.
    • Implementing metrics and analytics.

    About the Speaker

    Craig SimpkinsChris Doxey, CAPP, CCSA, CICA, CPC, President, Doxey Inc., Paeonian Springs, VA

    Chris Doxey is an author, speaker and management consultant who is passionate about improving financial processes. Chris focuses on internal controls, process transformation and automation. She has extensive experience with trade directories, metrics, analytics and self-audit tools.

    Chris spent more than 25 years at Hewlett Packard and Verizon in senior P2P, logistics, and finance and accounting leadership positions. She held executive positions with global P2P audit firms for eight years. During her eight years of management consulting experience, Chris designed a new fiscal closing process for a large enterprise and implemented a self-audit tool for a global P2P audit firm. She developed the requirements for a trade directory and drove the implementation process for a global financial institution. As an example of her process transformation work, Chris worked with a large university to improve internal controls and implement automated account payable processes. She also develops educational content for several P2P solution providers.

    Chris works with the risk cloud product team at Oracle where she developed the initial set of automated P2P controls and collaborates with the Oracle team on a frequent basis to discuss improvements. She is a long-time speaker at Oracle’s Open World conferences. She leads the risk advisory practice for an Oracle partner and supports the implementation of risk cloud for large enterprise clients. 

    Chris is a certified accounts payable professional (CAPP) and holds a certification in controls self-assessments (CSA). She is a certified professional controller (CPC) and a certified internal controls auditor (CICA). Chris holds a BA, BS, MBA and a graduate certificate in project management. Chris is a member of the Institute for Internal Controls (IIC), the Institute of Internal Auditors (IIA) and the Association of Certified Fraud Examiners (ACFE). She is on the advisory board for the IIC and the Exchange Summit. Chris is the author of The Internal Controls Toolkit and The Fiscal Close Toolkit published by Wiley in 2019. The Controller’s Toolkit and The AP Toolkit will be published this year.

  • Merchant Services 101

    Contains 1 Component(s) Recorded On: 07/19/2021

    This on-demand webinar is available for 14 days after purchase. Unlock the mysteries of credit card processing (merchant services) by joining Fiserv for a “Merchant 101” discussion. Our discussion will include the basics of card processing and we’ll dive into: How to read a merchant statement Understanding the basics of pricing and the impact of key-entering card data for B2B (business-to-business) and Card Not Present (CNP) transactions Merchant application underwriting and risk requirements Various methods of processing card payments to improve your client’s payment experience

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

    Unlock the mysteries of credit card processing (merchant services) by joining Fiserv for a “Merchant 101” discussion.  Our discussion will include the basics of card processing and we’ll dive into:

    • How to read a merchant statement
    • Understanding the basics of pricing and the impact of key-entering card data for B2B (business-to-business) and Card Not Present (CNP) transactions
    • Merchant application underwriting and risk requirements
    • Various methods of processing card payments to improve your client’s payment experience

    About the Speaker

    Lisa Killingsworth-Cohen

    imageLisa Killingsworth-Cohen is the Mid-Market Sales Executive, Commercial Banking for Fiserv. Previously, she was Vice President and Commercial Merchant Sales Manager with BBVA Compass. She has more than 10 years of progressive experience in the financial services industry, with expertise in the sale of digital payments solutions. Lisa attended The University of Texas at Austin - The Red McCombs School of Business for Executive Education.

     

     

     

  • SOX and Internal Controls for the Order to Cash Process

    Contains 1 Component(s) Recorded On: 07/14/2021

    This on-demand webinar is available for 14 days after purchase. The accounts receivable process includes sub-cycles that range from acquiring and accepting customer orders to recording and controlling cash receipts; and more, including properly valuing receivable balances. In management's selection of procedures and techniques of control, the degree of control implemented is a matter of reasonable business judgment. The common guideline used in determining the degree of internal controls implementation is that the cost of a control should not exceed the benefit derived. Subprocesses of the order to cash process (O2C) must have a foundation of internal controls for SOX 404 certification process. Join finance expert, Chris Doxey, CAPP, CCSA, CICA, CPC, as she explores those processes and highlights the risks and controls required for SOX 404. Topics covered in the session: Brief Overview of SOX 404 What Auditors Look For Process Flow of the O2C Process The Subprocesses Within the O2C Process Internal Control Standards Risks Key Controls

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

    The accounts receivable process includes sub-cycles that range from acquiring and accepting customer orders to recording and controlling cash receipts; and more, including properly valuing receivable balances.

    In management's selection of procedures and techniques of control, the degree of control implemented is a matter of reasonable business judgment. The common guideline used in determining the degree of internal controls implementation is that the cost of a control should not exceed the benefit derived. 

    Subprocesses of the order to cash process (O2C) must have a foundation of internal controls for SOX 404 certification process. Join finance expert, Chris DoxeyCAPP, CCSA, CICA, CPC, as she explores those processes and highlights the risks and controls required for SOX 404.

    Topics covered in the session:

    • Brief Overview of SOX 404
    • What Auditors Look For
    • Process Flow of the O2C Process
    • The Subprocesses Within the O2C Process
    • Internal Control Standards
    • Risks
    • Key Controls

    About the Speaker

    Craig Simpkins

    Chris Doxey, CAPP, CCSA, CICA, CPC, President, Doxey Inc., Paeonian Springs, VA

    Chris Doxey is an author, speaker and management consultant who is passionate about improving financial processes. Chris focuses on internal controls, process transformation and automation. She has extensive experience with trade directories, metrics, analytics and self-audit tools.

    Chris spent more than 25 years at Hewlett Packard and Verizon in senior P2P, logistics, and finance and accounting leadership positions. She held executive positions with global P2P audit firms for eight years. During her eight years of management consulting experience, Chris designed a new fiscal closing process for a large enterprise and implemented a self-audit tool for a global P2P audit firm. She developed the requirements for a trade directory and drove the implementation process for a global financial institution. As an example of her process transformation work, Chris worked with a large university to improve internal controls and implement automated account payable processes. She also develops educational content for several P2P solution providers.

    Chris works with the risk cloud product team at Oracle where she developed the initial set of automated P2P controls and collaborates with the Oracle team on a frequent basis to discuss improvements. She is a long-time speaker at Oracle’s Open World conferences. She leads the risk advisory practice for an Oracle partner and supports the implementation of risk cloud for large enterprise clients. 

    Chris is a certified accounts payable professional (CAPP) and holds a certification in controls self-assessments (CSA). She is a certified professional controller (CPC) and a certified internal controls auditor (CICA). Chris holds a BA, BS, MBA and a graduate certificate in project management. Chris is a member of the Institute for Internal Controls (IIC), the Institute of Internal Auditors (IIA) and the Association of Certified Fraud Examiners (ACFE). She is on the advisory board for the IIC and the Exchange Summit. Chris is the author of The Internal Controls Toolkit and The Fiscal Close Toolkit published by Wiley in 2019. The Controller’s Toolkit and The AP Toolkit will be published this year. 

  • Financial Statements and Red Flags in Credit Risk Management

    Contains 1 Component(s) Recorded On: 07/13/2021

    This on-demand webinar is available for 14 days after purchase. This presentation will cover the key points of financial statements on a global basis, the different accounting principles and how to use financial statements when assessing the overall strength of a customer. In addition, Johnson Controls’ Craig Simpkins will discuss red flags that could indicate a customer is in financial trouble. Topics will include: Different types of financial statements. Key points of a financial statement that are critical to assessing the strength of a customer. Ratios that can be used to assess a customer. Differences in accounting principles on a global basis. Potential signs of a troubled customer.

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

    This presentation will cover the key points of financial statements on a global basis, the different accounting principles and how to use financial statements when assessing the overall strength of a customer. In addition, Johnson Controls’ Craig Simpkins will discuss red flags that could indicate a customer is in financial trouble.

    Topics will include:

    • Different types of financial statements.
    • Key points of a financial statement that are critical to assessing the strength of a customer.
    • Ratios that can be used to assess a customer.
    • Differences in accounting principles on a global basis.
    • Potential signs of a troubled customer.

    About the Speaker

    Craig SimpkinsCraig Simpkins, CCE, CICP, Director of Finance Transformation, Johnson Controls

    Craig Simpkins has held many positions in shared services, including order-to-cash functions, global process ownership, and financial reporting and analysis. Craig has worked in accounting and finance roles for more than 25 years and has authored several whitepapers and webinars. He has an MBA and a MS in accounting and is a Certified Fraud Examiner (CFE). Craig is based at the company headquarters in Milwaukee, WI.

  • An Economic Perspective on Country Risk in Latin America

    Contains 1 Component(s) Recorded On: 07/13/2021

    This on-demand webinar is available for 14 days after purchase. The Latin American region has been severely affected by the Covid-19 pandemic. In this webinar, Atradius Credit Insurance’s Greetje Frankena will address the causes for this disruption, the challenges and the opportunities for this region.

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

    The Latin American region has been severely affected by the Covid-19 pandemic.

    In this webinar, Atradius Credit Insurance’s Greetje Frankena will address the causes for this disruption, the challenges and the opportunities for this region.

    About the Speaker

    Greetje Frankena, Deputy Chief Economist, Atradius Credit Insurance, Amsterdam

    NeilsHoog 

  • Protecting Liens & Bond Collateral in Wisconsin

    Contains 1 Component(s) Recorded On: 07/12/2021

    This on-demand webinar is available for 14 days after purchase. This webinar is on protecting lien and bond collateral in Wisconsin. The webinar will review or refresh construction industry professionals on the fundamentals of lien and bond laws in Wisconsin and share some tips and traps drawn from experience. The program emphasizes the concept of the right to have a lien or bond claim as a form of “collateral for the extension of the credit essential to construction. Lien and bond rights are not self-executing. They need early attention to the steps to gather and correctly analyze project information to identify and protect those rights. The webinar will also cover the requirements for Notice to Owner and perfecting and enforcing a claim where that becomes necessary. Wisconsin public and private lien and bond laws have some fairly unique features that will be useful for industry professionals to know.

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

    This webinar is on protecting lien and bond collateral in Wisconsin. The webinar will review or refresh construction industry professionals on the fundamentals of lien and bond laws in Wisconsin and share some tips and traps drawn from experience.  The program emphasizes the concept of the right to have a lien or bond claim as a form of “collateral for the extension of the credit essential to construction.  Lien and bond rights are not self-executing.  They need early attention to the steps to gather and correctly analyze project information to identify and protect those rights.  The webinar will also cover the requirements for Notice to Owner and perfecting and enforcing a claim where that becomes necessary. Wisconsin public and private lien and bond laws have some fairly unique features that will be useful for industry professionals to know.

    About the Speaker

    Jim Sander, Esq.

    James Sander is a member of the Construction Litigation section of Larkin Hoffman’s Real Estate Litigation Group with special emphasis in construction litigation, mechanic liens and surety bond claims. Applying 40 years of experience, Mr. Sander works with clients in the construction industry as an adviser and advocate. He practices law in Minnesota, Wisconsin and North Dakota applying more than 40 years of experience working with clients across the construction industry as an adviser, an advocate and a speaker to construction industry groups on lien bond and construction issues.

    Mr. Sander is a 1976 graduate of the University of Minnesota Law School and a member of the Bars of Minnesota, Wisconsin and North Dakota. During his years in practice, he has tried to help the industry understand the lien and bond rights as collateral and how to take the early steps to protect and preserve those rights so they are available if needed. Thoughtful use of lien and bond protections is actually a way for the financial services department of suppliers and contractors to say “yes” to customers that would not otherwise qualify while actively preserving the receivables which are one of a company’s most important assets.

  • An Economic Perspective on Country Risk in the Middle East

    Contains 1 Component(s) Recorded On: 07/12/2021

    This on-demand webinar is available for 14 days after purchase. While the transition to other energy sources picks up steam, traditional fossil fuel exporting countries’ dependence in the Middle East on hydrocarbon revenues remains as strong as ever. However, global oil demand may soon peak, and investment in new oil and gas fields will be increasingly scrutinized and stranded assets will be inevitable. Given generally limited progress in economic diversification, the non-oil sector is not ready to take over as a new, self-sustainable growth engine. Join Atradius Credit Insurance’s Niels de Hoog as he discusses the impact of the energy transition on country risk in the Middle East and especially on the Gulf states.

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

    While the transition to other energy sources picks up steam, traditional fossil fuel exporting countries’ dependence in the Middle East on hydrocarbon revenues remains as strong as ever.

    However, global oil demand may soon peak, and investment in new oil and gas fields will be increasingly scrutinized and stranded assets will be inevitable.

    Given generally limited progress in economic diversification, the non-oil sector is not ready to take over as a new, self-sustainable growth engine.

    Join Atradius Credit Insurance’s Niels de Hoog as he discusses the impact of the energy transition on country risk in the Middle East and especially on the Gulf states.

    About the Speaker

    Niels de Hoog, Country Risk Economist, Atradius Credit Insurance, Amsterdam

    NeilsHoog 

  • Advanced Regulatory Compliance: Leveraging Internal Controls and Due Diligence for the Order-to-Cash Process

    Contains 1 Component(s) Recorded On: 07/08/2021

    This on-demand webinar is available for 14 days after purchase. This webinar will dig into the details of regulatory screening requirements along with the importance of due diligence. As you consider establishing new customer relationships, Chris Doxey will discuss combining your regulatory screening and compliance programs for the following: Anti-money Laundering (AML) Know Your Customer (KYC) Foreign Corrupt Practices Act (FCPA) Office of Foreign Asset Control (OFAC) She’ll also discuss how to build a strong internal controls program that focuses on due diligence and the validation of results.

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

    This webinar will dig into the details of regulatory screening requirements along with the importance of due diligence. As you consider establishing new customer relationships, Chris Doxey will discuss combining your regulatory screening and compliance programs for the following:

    1. Anti-money Laundering (AML)
    2. Know Your Customer (KYC)
    3. Foreign Corrupt Practices Act (FCPA)
    4. Office of Foreign Asset Control (OFAC)

    She’ll also discuss how to build a strong internal controls program that focuses on due diligence and the validation of results.

    About the Speaker

    Craig SimpkinsChris Doxey, CAPP, CCSA, CICA, CPC, President, Doxey Inc., Paeonian Springs, VA

    Chris Doxey is an author, speaker and management consultant who is passionate about improving financial processes. Chris focuses on internal controls, process transformation and automation. She has extensive experience with trade directories, metrics, analytics and self-audit tools.

    Chris spent more than 25 years at Hewlett Packard and Verizon in senior P2P, logistics, and finance and accounting leadership positions. She held executive positions with global P2P audit firms for eight years. During her eight years of management consulting experience, Chris designed a new fiscal closing process for a large enterprise and implemented a self-audit tool for a global P2P audit firm. She developed the requirements for a trade directory and drove the implementation process for a global financial institution. As an example of her process transformation work, Chris worked with a large university to improve internal controls and implement automated account payable processes. She also develops educational content for several P2P solution providers.

    Chris works with the risk cloud product team at Oracle where she developed the initial set of automated P2P controls and collaborates with the Oracle team on a frequent basis to discuss improvements. She is a long-time speaker at Oracle’s Open World conferences. She leads the risk advisory practice for an Oracle partner and supports the implementation of risk cloud for large enterprise clients. 

    Chris is a certified accounts payable professional (CAPP) and holds a certification in controls self-assessments (CSA). She is a certified professional controller (CPC) and a certified internal controls auditor (CICA). Chris holds a BA, BS, MBA and a graduate certificate in project management. Chris is a member of the Institute for Internal Controls (IIC), the Institute of Internal Auditors (IIA) and the Association of Certified Fraud Examiners (ACFE). She is on the advisory board for the IIC and the Exchange Summit. Chris is the author of The Internal Controls Toolkit and The Fiscal Close Toolkit published by Wiley in 2019. The Controller’s Toolkit and The AP Toolkit will be published this year.