It’s time! Time to leave the house, leave the office, rejoin your peers, and take advantage of relevant and timely information at this year’s NACM Connect Credit Conference ReConnect Live at the Detroit Marriott Troy, 200 W. Big Beaver Road, Troy, MI 48084. The NACM/Chicago Midwest Board of Directors, NACM Great Lakes Education and Scholarship Committees, and Association staff look forward to seeing you there on November 13.

For more information please contact Lillian Novak at lillian.novak@nacmconnect.org.

It’s time! Time to leave the house, leave the office, rejoin your peers, and take advantage of relevant and timely information at this year’s NACM Connect Credit Conference ReConnect Live at the Detroit Marriott Troy, 200 W. Big Beaver Road, Troy, MI 48084. The NACM/Chicago Midwest Board of Directors, NACM Great Lakes Education and Scholarship Committees, and Association staff look forward to seeing you there on November 13.

For more information please contact Lillian Novak at lillian.novak@nacmconnect.org.

BIOGRAPHIES

ATTENDEE LIST

BIOGRAPHIES

ATTENDEE LIST

Detroit Marriott Troy | 200 W. Big Beaver Road

Troy, MI 48084

WEDNESDAY, November 13

Detroit Marriott Troy | 200 W. Big Beaver Road

Troy, MI 48084

WEDNESDAY, November 13

NILES 1

NILES 2

NILES 1 | NILES 2

8:15 — 9:15 a.m.

OPENING KEYNOTE SPEAKER |  CONNECT TO WHAT MATTERS Charlie Ruiz

Charlie Ruiz is a former professional baseball player whose promising career with the Colorado Rockies was unexpectedly cut short by a devastating injury. He

discovered that true success and fulfillment come not just from achievements on the field, but from choosing Presence Over Preference in every aspect of life.

Playing your own game in both the short and long term while staying connected to what matters most. Now, as a performance coach, relationship expert and speaker, Charlie brings practical insights through an approachable. engaging and authentic style of storytelling.

8:15 — 9:15 a.m.

OPENING KEYNOTE SPEAKER |  CONNECT TO WHAT MATTERS Charlie Ruiz

Charlie Ruiz is a former professional baseball player whose promising career with the Colorado Rockies was unexpectedly cut short by a devastating injury. He discovered that true success and fulfillment come not just from achievements on the field, but from choosing Presence Over Preference in every aspect of life.

Playing your own game in both the short and long term while staying connected to what matters most. Now, as a performance coach, relationship expert and speaker, Charlie brings practical insights through an approachable. engaging and authentic style of storytelling.

9:45 — 11:00 A.M.

Effective Risk Management Strategies
Matt Allison, Allianz Trade

Have you ever wondered how a credit insurance company evaluates, underwrites, and monitors credit risk? How do they use (and you can too) futuristic risk assessment and inject AI (Artificial Intelligence) into underwriting principles to protect the bottom line? Tune in for this enlightening discussion and go behind the scenes – it’s all about the information and more reliable than the weather channel.

DOWNLOAD HANDOUTS

9:45 — 11:00 A.M.

Navigating the Future: Harnessing Artificial Intelligence for Trade Creditors, Benefits And Pitfalls

Wanda Borges, Esq., Borges & Associates

Although artificial intelligence was first developed in 1936, the term “artificial intelligence” was not coined until 1956.
Most laymen got their first taste of artificial intelligence with Hal in the movie “2001 – A Space Odyssey” in 1968. This program will briefly describe the origins of artificial intelligence. Specific areas where artificial intelligence has been or is being used to the benefit of credit and collections will be explored. The benefits of AI in Credit and Collections will be explored. While AI cannot be fully digested in a one-hour program, we will touch upon how trade credit executives can adapt and thrive in this rapidly changing landscape and begin to learn what AI-driven solutions are available for enhanced decision-making, risk management, and customer engagement; harness the power of AI for more informed and efficient risk assessment. Some of the Key Topics which will be covered will include understanding AI, AI applications
in credit, data, and AI, AI-enhanced customer engagement, AI in collections, and ethical and regulatory considerations.

DOWNLOAD HANDOUTS

9:45 — 11:00 A.M.

Effective Risk Management Strategies
Matt Allison, Allianz Trade

Have you ever wondered how a credit insurance company evaluates, underwrites, and monitors credit risk? How do they use (and you can too) futuristic risk assessment and inject AI (Artificial Intelligence) into underwriting principles to protect the bottom line? Tune in for this enlightening discussion and go behind the scenes – it’s all about the information and more reliable than the weather channel.

DOWNLOAD HANDOUTS

9:45 — 11:00 A.M.

Navigating the Future: Harnessing Artificial Intelligence for Trade Creditors, Benefits And Pitfalls

Wanda Borges, Esq., Borges & Associates

Although artificial intelligence was first developed in 1936, the term “artificial intelligence” was not coined until 1956.
Most laymen got their first taste of artificial intelligence with Hal in the movie “2001 – A Space Odyssey” in 1968. This program will briefly describe the origins of artificial intelligence. Specific areas where artificial intelligence has been or is being used to the benefit of credit and collections will be explored. The benefits of AI in Credit and Collections will be explored. While AI cannot be fully digested in a one-hour program, we will touch upon how trade credit executives can adapt and thrive in this rapidly changing landscape and begin to learn what AI-driven solutions are available for enhanced decision-making, risk management, and customer engagement; harness the power of AI for more informed and efficient risk assessment. Some of the Key Topics that will be covered will include understanding AI, AI applications in credit, data, and AI, AI-enhanced customer engagement, AI in collections, and ethical and regulatory considerations.

DOWNLOAD HANDOUTS

11:30 A.M. — 12:30 P.M.

Technology in the Credit Department

Naumann Hafeez, CEO, NetNow

Technology is playing a bigger and bigger role in today’s credit departments. Credit management in the digital age can lead to greater efficiency and take advantage of enhanced data-driven decision-making. However, within these
new technologies lie both challenges and opportunities. We’ve come a long way in a short time – and there is more to come.

DOWNLOAD HANDOUTS

11:30 A.M. — 12:30 P.M.

Fraud in B2B Commerce, Now Powered by Generative AI

Aaron Tham, Nuvo

Join us for an educational session to learn how to understand and address the new fraud vectors in B2B commerce more broadly, and your trade credit practice specifically. This session will provide a thorough analysis of the challenges and solutions for credit managers in preventing fraud, particularly with the rise of generative AI. Covered in this session will be types of fraud in B2B commerce; the impact of generative AI; the Impact on Credit Management; detection and prevention and best practices for minimizing fraud risk and enhancing the security of B2B transactions and credit management in the age of AI.

DOWNLOAD HANDOUTS

11:30 A.M. — 12:30 P.M.

Technology in the Credit Department

Naumann Hafeez, CEO, NetNow

Technology is playing a bigger and bigger role in today’s credit departments. Credit management in the digital age can lead to greater efficiency and take advantage of enhanced data-driven decision-making. However, within these
new technologies lie both challenges and opportunities. We’ve come a long way in a short time – and there is more to come.

DOWNLOAD HANDOUTS

11:30 A.M. — 12:30 P.M.

Fraud in B2B Commerce, Now Powered by Generative AI

Aaron Tham, Nuvo

Join us for an educational session to learn how to understand and address the new fraud vectors in B2B commerce more broadly, and your trade credit practice specifically. This session will provide a thorough analysis of the challenges and solutions for credit managers in preventing fraud, particularly with the rise of generative AI. Covered in this session will be types of fraud in B2B commerce; the impact of generative AI; the Impact on Credit Management; detection and prevention and best practices for minimizing fraud risk and enhancing the security of B2B transactions and credit management in the age of AI.

DOWNLOAD HANDOUTS

1:30 — 2:45 P.M.

Recent Decisions and Trends in Bankruptcy Cases and Lessons for Trade Creditors

Thomas Fawkes, Tucker Ellis

Several important decisions and trends have emerged in bankruptcy cases in the past several years – and, in some cases, the past several months – that impact and inform trade creditors as they seek to maximize recovery from customers that are in Chapter 11.  During this session, our speaker will discuss a cornucopia of various decisions and trends, as well as their impact on trade creditors and what trade creditors can learn to aid in maximizing recovery.  Some of the topics that will be covered include third-party releases, the “Texas two-step,” critical vendor status, consignments, subchapter V bankruptcy, and
more!

 

DOWNLOAD HANDOUTS

1:30 — 2:45 P.M.

How to Have the Difficult Conversations

Diana Crowe, NACM Southwest

At one point in our life or another, we’re going to be in a position that requires us to have a difficult conversation. Understanding WHY we have
to have those conversations, HOW to actually have the conversation, and WHAT guidelines we should follow will help ensure the conversation goes as smoothly as possible AND brings about the desired results. This session reviews all these elements and incorporates techniques for doing them effectively.

DOWNLOAD HANDOUTS

1:30 — 2:45 P.M.

Recent Decisions and Trends in Bankruptcy Cases and Lessons for Trade Creditors

Thomas Fawkes, Tucker Ellis

Several important decisions and trends have emerged in bankruptcy cases in the past several years – and, in some cases, the past several months – that impact and inform trade creditors as they seek to maximize recovery from customers that are in Chapter 11.  During this session, our speaker will discuss a cornucopia of various decisions and trends, as well as their impact on trade creditors and what trade creditors can learn to aid in maximizing recovery.  Some of the topics that will be covered include third-party releases, the “Texas two-step,” critical vendor status, consignments, subchapter V bankruptcy, and
more!

DOWNLOAD HANDOUTS

1:30 — 2:45 P.M.

How to Have the Difficult Conversations

Diana Crowe, NACM Southwest

At one point in our life or another, we’re going to be in a position that requires us to have a difficult conversation. Understanding WHY we have
to have those conversations, HOW to actually have the conversation, and WHAT guidelines we should follow will help ensure the conversation goes as smoothly as possible AND brings about the desired results. This session reviews all these elements and incorporates techniques for doing them effectively.

DOWNLOAD HANDOUTS

3:15 – 4:30 P.M.

Seeing the Future: Using AI to Predict and Act on Future
Deductions

Brian Shappell, Emagia

In the complex landscape of B2B credit management, deductions represent a significant challenge that can erode revenues and misrepresent accounts receivable (AR). Manual processing of these deductions can prove not
only time-consuming and potentially error-prone but also costly, making it imperative for businesses to find more efficient solutions. Join us for an insightful session tailored where we delve into how AI-powered deduction
management solutions can transform a credit department’s deduction management process and, thus, overall efficiency. Discover how the
right automation tool can handle up to 80% of manual deductions processing, transforming this low-value activity into a high-value one by creating and identifying deductions from various customer-provided remittances… and also cutting dispute resolution times in half.

DOWNLOAD HANDOUTS

3:15 – 4:30 P.M.

IV Years of Subchapter V: A Small Business Bankruptcy Retrospective 

Michael Papandrea, Bankruptcy and Restructuring Department, Lowenstein Sandler LLP

Subchapter V of the Bankruptcy Code, which contains the small business provisions that Congress enacted to expedite and reduce the cost of Chapter 11 cases for small businesses, took effect in February 2020. On the heels
of over four years living with Subchapter V, the speakers will discuss the nuts and bolts of Subchapter V small business cases, the differences between Subchapter V and other Chapter 11 cases, recent hot issues of interest
to trade creditors in small business cases, and how small business debtors have been faring in Subchapter V cases. There will then be a discussion of the Final Report of the American Bankruptcy Institute Subchapter V Task Force,
which made recommendations to Congress regarding the Subchapter V small business provisions and their impact on trade creditor rights.

DOWNLOAD HANDOUTS

3:15 – 4:30 P.M.

Seeing the Future: Using AI to Predict and Act on Future
Deductions

Brian Shappell, Emagia

In the complex landscape of B2B credit management, deductions represent a significant challenge that can erode revenues and misrepresent accounts receivable (AR). Manual processing of these deductions can prove not
only time-consuming and potentially error-prone but also costly, making it imperative for businesses to find more efficient solutions. Join us for an insightful session tailored where we delve into how AI-powered deduction
management solutions can transform a credit department’s deduction management process and, thus, overall efficiency. Discover how the
right automation tool can handle up to 80% of manual deductions processing, transforming this low-value activity into a high-value one by creating and identifying deductions from various customer-provided remittances… and also cutting dispute resolution times in half.

DOWNLOAD HANDOUTS

3:15 – 4:30 P.M.

IV Years of Subchapter V: A Small Business Bankruptcy Retrospective 

Michael Papandrea, Bankruptcy and Restructuring Department, Lowenstein Sandler LLP

Subchapter V of the Bankruptcy Code, which contains the small business provisions that Congress enacted to expedite and reduce the cost of Chapter 11 cases for small businesses, took effect in February 2020. On the heels
of over four years living with Subchapter V, the speakers will discuss the nuts and bolts of Subchapter V small business cases, the differences between Subchapter V and other Chapter 11 cases, recent hot issues of interest
to trade creditors in small business cases, and how small business debtors have been faring in Subchapter V cases. There will then be a discussion of the Final Report of the American Bankruptcy Institute Subchapter V Task Force,
which made recommendations to Congress regarding the Subchapter V small business provisions and their impact on trade creditor rights.

DOWNLOAD HANDOUTS