Courses/Classes Schedule
If you aspire to achieve more in your credit career or you want to get the best from your credit staff, then NACM Connect education opportunities are the first place to turn. NACM Connect education offers several paths for the credit professional. Credit 101, 102 and 103 boot camp classes begin at an introductory level for those just entering the credit profession. For more experienced credit professionals, the Certification program will testify to your technical and practical excellence. Start the process of earning your professional designation today!
CBA and CBF Courses
Evening Class Times: 5:30 – 8:30 p.m. CT (3:30 – 6:30 pm PT; 6:30 – 9:30 pm ET) | ZOOM ONLY
WINTER 2025 | ZOOM
CBA
Basic Financial Accounting
Tuesdays | January 7– March 11
(10 weeks)
Ron Sereika, CCE
CCRA
Financial Statement Analysis II: Credit & Risk Assessment
Wednesdays | January 8 – March 12
(10 weeks)
Curtis Litchfield, CCE
SPRING 2025 | ZOOM
CBA
Business Credit Principles
Mondays | March 17 – May 27*
(11 weeks)
*Due to Memorial Day (May 26), the final for Business Credit Principles will take place on Tuesday, May 27.
Jason Borgardt, CCE
CBA
Financial Statement Analysis 1
Thursdays | March 20 - May 22
(10 weeks)
Curtis Litchfield, CCE
CBF
Business Law
Wednesdays | March 19 – June 4
(12 weeks)
Ron Sereika, CCE
* No Class on the day of the Chicago Annual Meeting — April 18, 2024.
ALL STATES | Credit Classes | ZOOM ONLY
Credit Class Times: 9 am – 4 p.m. CT (7 am – 2 pm PT; 10 am – 5 pm ET) | ZOOM ONLY
Credit 101
September 4, 2024
January 15, 2025
May 14, 2025
September 17, 2025
Credit 101: An Introduction to Credit Management is a basic-level orientation program that introduces newcomers to the multifaceted field of credit management. This session examines the credit function, the procedures and tasks performed in a typical credit department, and how those procedures impact an entire organization.
Credit 102
October 2, 2024
February 12, 2025
June 18, 2025
October 15, 2025
Credit 102: An Introduction to Credit Management is an intermediate-level program designed for inquisitive credit personnel who wish to exceed the basics of credit management. This professional educational program examines the underlying knowledge required to successfully function and advance in today’s ever-changing credit department.
Credit 103
November 6, 2024
April 16, 2025
July 16, 2025
November 12, 2025
Credit 103: Grounded in Basics—Advancing Toward Goals is designed for credit professionals who would like to learn where they fit into the corporate structure and give them tools which are not widely talked about, creating a positive impact on the mission of their credit department. This course is interactive and will include scenarios that will teach students ways to use the tools presented in the class.
INDIANA Credit Classes
Mid City Supply Co., Inc. | 940 Industrial Parkway | Elkhart, IN
IN-PERSON | 9 am – 4 p.m. ET
Credit 101
Thursday
February 13
Credit 102
Thursday
March 13
Credit 103
Thursday
April 10
MICHIGAN Credit Classes
MillerKnoll, Inc. | 855 E. Main Avenue | Zeeland, MI 49464
IN-PERSON | 9 a.m. – 4 p.m. ET
Credit 101
Friday
March 21
Credit 102
Friday
April 18
Credit 103
Friday
May 23
OHIO Credit Classes
CINCINNATI
Fechheimer Brothers Co. | 4545 Malsbary Road | Cincinnati, OH 45242
IN-PERSON | 9 a.m. – 4 p.m. ET
Credit 101
Tuesday
February 18
Credit 102
Tuesday
March 18
Credit 103
Tuesday
April 15
COLUMBUS
Viking Group, Inc. | 2275 International Street | Columbus, OH 43228
IN-PERSON | 9 a.m. – 4 p.m. ET
Credit 101
Wednesday
August 21
(closed for registration)
Credit 102
Wednesday
September 18
(closed for registration)
Credit 103
Wednesday
-
Exam Review Classes
Review Class Times: 5:00 – 8:00 p.m. CT (3:00 – 6:00 pm PST; 6:00 – 9:00 pm ET) | ZOOM ONLY
EXAM DATE
CBA
CBF
CCE
November 4, 2024
March 3, 2025
July 21, 2025
November 3, 2025
September 12, 2024
February 27, 2025
July 14, 2025
October 27, 2025
September 26, 2024
February 20, 2025
July 7, 2025
October 20, 2025
October 10, 2024
February 13, 2025
June 30, 2025
October 13, 2025
Professional Certification Program Test Dates
Exam Date
Paperwork Deadline
Monday, November 4, 2024
Monday, March 3, 2025
Sunday, May 18, 2025
Monday, July 21, 2025
Monday, November 3, 2025
Friday, September 13, 2024
Friday, January 10, 2025
Friday, April 4, 2025 (Credit Congress, Cleveland, OH)
Friday, May 30, 2025
Friday, September 12, 2025
Credit Business Associate (CBA)
Credit Business Associate (CBA) Requirements
NACM Connect Institute of Credit offers the Credit Administration Program (CAP), which is a series of courses designed to prepare candidates for the Credit Business Associate (CBA) exam. By successfully completing CAP with a “C” average or better for each course, you may apply to take the CBA exam. View more information on courses offered in our CAP program.
Required CBA Courses:
- Business Credit Principles
- Basic Financial Accounting
- Financial Statement Analysis I
- Business Credit Principles – 30 Hours
A basic overview of the field of business credit and collections, and a foundation for all other finance and credit courses offered. Designed to give the student a more detailed approach to credit topics typically encountered in the credit operation. Topics covered will be: the nature and function of credit, credit department methods, credit information, credit reports, and policies and procedures. This course will also focus on the understanding of a financial statement, basic ratio analysis, understanding the bankruptcy process, dealing with financially distressed customers, and various security agreements. This course will prepare the students to handle day-to-day events and prepare them for more advanced coursework. - Basic Financial Accounting – 30 Hours
Accounting is the language of business. It provides a framework for capturing business transactions in a coherent manner. More formally, accounting is defined as “the process of identifying, measuring, and communicating economic information to permit judgments and decisions by users of the information.” This course will provide participants with a good understanding of accounting and how the accountant thinks about transactions. With the knowledge, participants will gain a strong foundation to comprehend financial information contained in financial statements. - Financial Statement Analysis I – 30 Hours
Financial statement analysis is a method of interpreting accounting data in an effort to understand the current financial performance of an entity and project its future health. This first course in financial statement analysis keeps the process simple and ignores many complex issues that can arise. The emphasis of the course is on analyzing financial statements issued by companies using simple ratio analysis techniques and analysis of the statement of cash flows.
Credit Business Fellow (CBF)
Credit Business Fellow (CBF) Requirements
The Advanced Credit Administration Program (ACAP) prepares the student for the Credit Business Fellow (CBF) exam. Achievement of the CBA designation, 75 career Roadmap points and the completion of the following courses are required for eligibility. View more information on courses offered in our ACAP program.
Required CBF Courses:
- Business Law
- Credit Law
- Business Law – 30 Hours
Offers an up-to-date coverage of business law topics that are essential to today’s credit professionals. An introduction to the laws of contracts, including offer and acceptance, consideration, the capacity of parties, mutual assent, rights of third parties, performance and discharge, principle and agent, as well as legal phases of collection. Furnishes a basic understanding of business law essential to the credit function and provides information to build negotiation skills. - Credit Law – 30 Hours
This course examines the law of sales, negotiable instruments, and secured transactions under the Uniform Commercial Code, and provides an overview of insolvency and major changes under the most current amended laws and legislation having an impact on credit operations. This class will develop the ability to analyze and resolve basic legal credit issues.
