It is important for our member companies to participate and allow their employees time to be engaged. CMA membership thrives on participation and it is a struggle to find the balance between company goals and our own personal goals. Giving to the association makes the association stronger. This year, CMA wishes to recognize a member company who lets their credit professionals engage in various credit activities, shares their best practices so others can learn and allows their Customer Financial Services Manager to serve on the board. They are frequent attendees at CMA education events and Group meetings, and are generally engaged in the events of the association for the good of itself, its employees and other CMA members. Congratulations to 2017 CMA Member Company of the Year Jackson Family Wines.
The CMA Member Company of the Year Award was presented during the Annual Meeting portion of the CreditScape Spring Summit in Garden Grove, CA on April 12.
Congratulations to Mark Speiser of Unified Grocers, who was presented with the 2017 CMA Credit Executive of the Year award. This award is given to the credit professional who is a well-respected leader not only within his organization but throughout credit. Speiser is a team player who works hard every day to ensure the credit group succeeds in reaching their corporate and personal goals. He has implemented a number of different programs to improve processes and results. He is an active member in the National Food Service Group and Food, Hotel and Restaurant Group, where he regularly leads discussions to help his fellow credit professionals. He has been in credit for over 23 years, 17 of which have been in credit management.
Speiser is also new to the CMA Board of Directors.
The CMA Credit Executive of the Year Award was presented during the Annual Meeting portion of the CreditScape Spring Summit in Garden Grove, CA on April 12.
Harminder Dhesi of Jackson Family Wines was presented with the CMA Student of the Year award at CreditScape. Harminder is working very hard to strengthen his knowledge and expertise in the credit field, as he has started on the course for his certification and has taken 2 of 3 the classes needed to test for the CBA. He also has served as Chair and Vice-chair for his industry credit group, and is actively involved with CMA. His managers and co-workers find him a pleasure to work with and appreciate his proverbial “thirst” for knowledge.
Congratulations to Harminder!
The CMA Student of the Year Award was presented during the Annual Meeting portion of the CreditScape Spring Summit in Garden Grove, CA on April 12.
Congratulations to Bart Frankel, who was named as the 2017 CMA Educator of the Year by CMA Members.
Bart Frankel is recognized as a longtime expert in the credit and collections field. He does various webinars, presentations and specialized training for members of CMA as well as for the companies he has worked for. He teaches the Six Steps in Phone Power Collections, a program that resonates well with anyone in the credit profession, regardless of experience level. His experience runs deep over the past 35+ years.
He is sincere and conscientious during his training sessions, and looks forward to presenting the topic in May to CMA members via webinar.
Congratulations go out to Bart!
The CMA Educator of the Year Award was presented during the Annual Meeting portion of the CreditScape Spring Summit in Garden Grove, CA on April 12.
Being nominated by your peers for an award is something special. It is an accolade just in the nomination itself. It gives you time to pause and reflect on your accomplishments.
Lee Clutter, CBA, the CBA Designation of Excellence winner for 2017, received over 15 letters of recommendation from his peers, coworkers and credit professionals. He has worldly knowledge of credit surpassed by very few. He has been in credit for over 40 years and truly demonstrates credit excellence. He is a second-time award winner, who is actively involved with CMA’s programs and services. Congratulations to Lee Clutter, CBA from Smart Modular Technologies.
The CBA Designation of Excellence Award was presented during the Annual Meeting portion of the CreditScape Spring Summit in Garden Grove, CA on April 12.
Every year, CMA member volunteers help the association promote the credit profession, providing new ways to help companies make better business decisions. In order to recognize these individuals, the Honors and Awards Committee of Credit Management Association is now accepting nominations for the following awards:
CMA Credit Executive of the Year
CMA Member Company of the Year
CMA Instructor/Educator of the Year
CBA Designation of Excellence
CMA Mentor of the Year
CBF Designation of Excellence
CMA Student of the Year
CCE Designation of Excellence
CMA Member of the Year
This is an opportunity to recognize those credit professionals who have demonstrated outstanding leadership, exemplary commitment to the Credit Profession, and who have inspired or have worked to promote the advancement of credit management. The recipient will be announced at CMA’s CreditScape Spring Summit on April 12, 2017 at the Hyatt Regency Hotel, Garden Grove, CA. Nominees will be judged on the basis of professional experience, education, leadership ability and participation in CMA groups, committees and activities.
To nominate an individual or company for the awards, please use the following link:
Congratulations to Josh Poli, CBF, of Intsel Steel West and Nannette Bringard, CBA, of Breakthru Beverage, who were named CMA Students of the Year at the recent CreditScape Summit and Annual Meeting.
Nannette Bringard of Breakthru Beverage, who received the CBA Designation of Excellence, has been in the credit industry for 25+ years, where she has served on a number of boards and committees for CMA. She encourages those around her to participate freely in credit industry meetings and to reach beyond their goals for success.
Josh Poli, CBF, from Intsel Steel West, who received the CBF Designation of Excellence, has been described as someone who goes above and beyond to support his company and his customers. His desire to learn more has been key to his success, and he frequently attends seminars, webinars and other educational events to expand his professional knowledge. His co-workers have been very appreciative to what he’s brought to the table.
Congratulations again to our winners Nannette Bringard and Josh Poli!
Christopher Ng, esq., a partner of Gibbs Giden Locher Turner Senet & Wittbrodt LLP was named CMA Educator of the Year at the recent CreditScape Spring Summit and Annual Meeting. For those who know Mr. Ng, he is the consummate volunteer, instrumental in helping CMA members learn more about their rights and remedies. He has not only spoken at CreditScape, but he has also done numerous seminars and training sessions at customer locations. What’s possibly most impressive about Christopher is his thorough follow up with all attendees after his sessions, reaching out to CMA members to make sure they understood the topic and answering any questions they might have.
Congratulations to Christopher, and our members (and us too!) are extremely grateful for your dedication and assistance.
CMA Mentor of the Year Alvin Moreno, MBA, of Nestle USA, has 30 years of extensive experience in the credit industry. He has three masters degrees and a six sigma green belt. He is passionate about using sound credit and risk management principals to reduce risk. He is always willing to guide his team and those around him to grow and recognize their potential. Under his leadership, CMA created the Supplier Risk Management Industry Credit Group over the past year, and the group has been successful as the first best-practices group CMA has ever offered.
Congratulations again to our winner, and we appreciate all that you do for CMA and its members.
It is important for CMA member companies to grow and be creative. Finding ways to bridge the gap between credit and sales or the competition is key to success. This year, CMA created an award to honor innovation in the credit management profession.
Joe Lucas, and his company SRS Distributing, created an application to assist his sales team in prospecting new accounts while out in the field. Joe is also a volunteer for CMA, and has recently been named to its Board of Directors. It is our honor to award the first CMA Innovative Member of the Year to SRS and Joe Lucas for creating the “prospector app.”
Tracy Rosenbach, Financial Services Manager for Silgan Containers, has been named 2016 CMA Credit Executive of the Year, at a ceremony which took place at the recent CreditScape Spring Summit and Annual Meeting, Powered by United TranzActions. This award is given to the credit professional who stands above others, who is willing to help out at any moment, which defines Tracy’s role with CMA. She has been in credit for over 18 years, has served on the CMA board for 7 years and is the incoming chairperson. Additionally, she is Chair of the Membership Task Force, whose mission is to work with CMA staff to create meaningful services for members, and actively participates for the good of all of CMA’s members. Professionally, she has also been successful in obtaining her CCE certification and who is engaged in many functions for CMA and NACM.
Congratulations to Tracy Rosenbach, and we look forward to a great year with you as the new Chair.
For those who attended the 2015 CMA Annual Meeting, you already know that the panel discussion on securing transactions, keynote on Moving Beyond Business as Usual, and presentation on Understanding Your Communications Style, as well as the networking event with the theme of finding your credit paradise were among the highest rated events that we’ve put on. Additionally, several worthy credit managers, including Michael Fenner, Kimberly Wagenman, Ross Cirrincione and Darrell Horton received prestigious awards at the event.
Whether you attended the event or you didn’t, here are some editorial, pictorial and video highlights of what went on at the event.
Ross Cirrincione of Ganahl Lumber, the 2015 CMA Mentor of the Year, has been involved in credit for over 35 years. He has been active in numerous Industry Credit Groups serving as Chairman and Vice Chairman. His expertise in the construction industry has been a resource to many credit professionals new to the industry.
The award was announced at the recent 2015 CMA Annual Meeting.
Michael Fenner, CBA, has been named the 2015 CBA Designation of Excellence award recipient. He has been described as calm, patient, yet firm and sincere. His dedication to the credit profession is admired by his peers and co-workers. He has served on numerous CMA Committees and is currently CMA’s 2015-2016 incoming Board Chairman. Congratulations to Michael Fenner!
Fenner was in attendance as the award was announced at the recent 2015 CMA Annual Meeting in Anaheim, CA.
Kimberly Wagenman was named as CMA’s 2015 Student of the Year at the 2015 Credit Management Association Annual Meeting on April 9. Wagenman is an enthusiastic supporter of continuing education. She has a BS in Business; she is currently working to obtain her CBA and will be attending Credit Congress this year for the first time. Congratulations to Kimberly Wagenman!
Darrell Horton of Aristocrat Technologies, the 2015 Credit Executive of the Year, has been an active CMA member for over 25 years. He continues to promote the credit profession by encouraging his team to continue their education. He has contributed numerous hours to CMA serving on committees and the Board of Directors. The textbook picture of a volunteer, we salute Mr. Horton for his many contributions to this industry. Congratulations to Darrell!
Horton was one of several award recipients who were announced at the recent 2015 CMA Annual Meeting.
Congratulations to CMA members Patrick Spargur and Pam Craik, who both received prestigious honors during NACM’s National Credit Congress June 8-10 in Orlando, Florida.
Patrick Spargur, ICCE, received NACM’s 2014 Mentor of the Year Award, while Pam Craik, CCE, received NACM’s 2014 CCE Designation of Excellence Award.
Spargur, of GES, was honored for his tireless mentoring efforts of colleagues and friends on work and life issues. Among his accomplishments, Spargur also works tirelessly with the Project 150 non-profit charity that helps more than 2000 homeless, displaced and disadvantaged students at 34 high schools in Nevada.
Craik, of McKesson, has shown her belief in higher education, as she has integrated the credit manager designation program into her own employees’ jobs. She has mentored employees and colleagues, has been a speaker at CMA events such as the Western Region Credit Conference, and currently serves on CMA’s Board of Directors.
Spargur and Craik are among CMA’s most active members, and we congratulate them for their well-deserved awards.
Congratulations to Patricia Montanez, CBA, who has been named 2013-2014 CMA Student of the Year. CMA considers continuing education for credit managers as one of the best things you can do for both your career and for your company. Fortunately, Montanez was inspired by the support she received from her Direct Supervisor, who encouraged her to continue her education. She began taking NACM/CMA courses and obtained her CBA in 2013. Not intending to quit there, she’s currently working to achieve her CBF. She was the CMA Student of the month in January 2014 (see the full article on that here), and has encouraged and inspired many to continue their education.
Karen Schmidt, who has been named Credit Management Association’s 2013-2014 Mentor of the Year, has truly been an asset to the association and is the quintessential volunteer. Schmidt has served on the CMA Membership Committee, Service Committee, Honors and Awards Committee, Chair of her Industry Credit Group and the CMA Board of Directors. Aside from all that volunteering, she’s found time to mentor countless people in the credit industry. In fact, the Honors and Awards Committee received numerous nominations for this recipient, all from individuals she has mentored. They describe her as a “great source of information and support”; “Always available to assist when needed”, and “Her patience, knowledge and outstanding work ethics make her a stand-out in her field.” Aside from her loyalty to the Credit Management Association, Schmidt’s loyalty extends to her employer, whom she’s been with for 43 years.
Credit Management Association is proud to announce that David Osburn has been named 2013-2014 CMA Instructor of the Year. Osburn has taught many courses over the years, providing tips and insight on how to be a better credit executive. He has been a speaker at the WRCC, numerous CMA-sponsored classes and more than 60 CMA Webinars. Osburn has an extensive professional background of 30 years, with 14 of them coming as a Business Trainer. He is passionate about continuing education and has mentored many business professional throughout their careers. For those who have attended his courses, they could attest that he is a “ball of energy,” and it is literally impossible to not be engaged while he is teaching. CMA wishes to congratulate Osburn on this well-deserved accolade.
Congratulations to Robert Simmons CCE, who was named the 2013-2014 CMA Credit Executive of the Year at the Credit Management Association Annual Meeting on April 10.
With more than 30 years’ experience in Credit Management, Simmons exemplifies what it means to be a great credit manager, always looking for the latest and greatest techniques. He received his CCE in 2003, and continues to encourage the rest of the credit community to achieve their designations. A strong supporter of CMA, he consistently receives recognition for his new member referrals. He was instrumental in the formation and growth of the Central Valley Feed & Grain Credit Group, serving as the Group’s Vice Chair and Chair. He continues to mentor new Credit Professionals as well as his company’s own Credit team.
We congratulate Simmons, and thank him for his contributions to the credit management profession and to CMA.
2013-2014 Credit Management Association Designations of Excellence Awarded to Lee Clutter, Michele Zuniga-Cuevas and Tracy Rosenbach
CMA announced the recipients of its annual Designation of Excellence awards at the recent CMA Annual Meeting at the Disneyland Hotel on April 10, 2014.
Following are the award winners:
With more than 37 years of credit experience, Lee Clutter, CBA, is considered the “Chief Fun Officer” at SMART Modular Technologies. Clutter, the CBA Designation of Excellence recipient, is highly respected not only by the Senior Team, but also the Sales Team within his organization, having improved collection results year-over-year during one remarkable quarter by achieving a 99% collection rate!
Michele Zuniga-Cuevas, CBF, who was named as its 2013-2014 CBF Designation of Excellence recipient, has been diligently working on her NACM designations, and she obtained her CBA in 2012 and her CBF in 2013. Zuniga-Cuevas has more than 24 years in the Credit & Collections field.
Tracy Rosenbach CCE, 2013-2014 CCE Designation of Excellence recipient, is well-known to the CMA membership, currently serving on the CMA Board of Directors. She has previously received recognition for her dedication to continuing education as the 2012-2013 recipient of the CBF Designation of Excellence. Never one to quit easily, she kept on studying and received her CCE designation in 2013.
Congratulations to all of our worthy award recipients!
For information on how you can also earn your credit designation, contact Cheryl Hammond, Education Counselor for CMA, at 831-475-9482.
Congratulations Patricia Herrera, Assistant Credit Manager at Hajoca Corporation, CMA Student of the Month for March 2014. Actively working towards her designations, Tricia has already completed the three courses required for the Credit Business Associate designation. She took Accounting in college, and both Business Credit Principles and Financial Statement Analysis via CMA’s online classes with Paul Beretz in 2013.
What do you like best about your job? “My favorite part of my job is learning more about the credit industry. I learn something new everyday.
Motivation for taking classes is the recognition I get from my superiors for following through with my goals.
I enjoy reading and fishing. I often take weekend fishing trips to clear my mind and relax away from the city.”
From the NACM Business Credit magazine – CMA Member Patrick Spargur receives a well deserved award!
A speaker at several NACM and FCIB events and a dedicated contributor throughout FCIB’s recruitment and online presence efforts, Patrick Spargur, ICCE, was the latest to join the list of FCIB Service Development and Growth Award winners.
Spargur, credit manager with Bally Technologies Inc., was honored at the 24th Annual FCIB Global Conference, held this month in Philadelphia. The award is designed to recognize the valuable contributions of volunteers are making to further grow and develop FCIB’s member services and to encourage more people to serve. For his part, Spargur has played an important role in FCIB’s LinkedIn groups, member recruitment and the FCIB website member discussion board, among other pursuits. FCIB Director of Business Development and Membership Ron Shepherd made sure to point out Spargur’s various charitable efforts during Global, including working with a group that serves Las Vegas residents badly affected by the city’s deep economic downturn and real estate bust.
“It is always great to receive recognition from your peers and those who you serve,” Spargur said. “FCIB is a very well-known and respected organization that has been instrumental in my career development. Their members and resources are invaluable to me as a credit professional.”
The last FCIB member to receive the Development and Growth Award on U.S. soil was John LaRocca, CICP, of Hitachi Data Systems Corp., in 2012.
-Brian Shappell, CBA, CICP, NACM staff writer
– See more at: http://blog.nacm.org/blog/shappell/spargur-latest-to-join-prestigious-fcib-award-list#sthash.2KC8HEbm.dpuf
Our winner of this prestigious award has 17 years of credit experience.
Serving on the CMA Board of Directors since 2008 and was this year’s Treasurer.
Our winner serves on the CMA membership committee and is Chairman of the CMA Board of Governors.
An active participant in the Young Credit Professionals committee and participates in two CMA credit groups in Sacramento and Las Vegas.
She helped schedule CMA networking events, offers her employer’s facility for CMA meetings, seminars and networking breakfasts.
This winner has obtained all three NACM designations, CBA, CBF and in July of 2011 the CCE. Demonstrating a strong belief in these educational designations she held a Business Credit Principles class onsite to inspire her staff to obtain designations and subscribes to unlimited CMA webinars for her staff of 8.
She attends and sends representatives to WRCC. She has presented at WRCC and her next goal is to attend the NACM Graduate School.
She is the kind of CMA member that we aspire to attract; committed, engaged and willing to help make the Association successful in all CMA offerings.
Congratulations to CMA’s Credit Executive of the Year Melissa Kobus, from Anixter Inc.
The Mentor of the year was nominated by a member of his industry credit group. Employed by Bally’s Technology In Las Vegas, NV, he was a collections manager for years before his became Instrumental in building the Gaming Supply group in Nevada. He is number one in providing referrals and talking about CMA to other credit professionals. Group members look to him for advice in the gaming industry in the US and Overseas.
It was said that his advice goes beyond work, he assists friends and co workers with difficult life issues. Giving his knowledge back to his community he co-founded a non profit organization for homeless teenagers in Las Vegas to provide food, clothing, and school supplies.
The Mentor of the Year award goes to Patrick Spargur of Bally’s Technology, Las Vegas
This award goes to someone that has been inspired to higher education since beginning with her company1989. Working hard during the beginning years, while mentoring with a few great Credit Managers, was promoted to the Area Credit Manager for Northern CA and the Northwestern states in 1999.
To further career goals, this individual obtained a bachelor’s degree in 2001 and continued pursuit of education by completing the CBA, CBF, and ultimately the CCE in 2007. While doing a time consuming job, she was raising 3 children and a husband, and was still able to complete her MBA in July 2011.
A member of CMA Board of Governors, she has presented Credit Jeopardy at WRCC the last two years, and also gives her education back to the community at the local chamber of commerce, local government for Bond Oversight Committee of the School District, and small business activities with former MBA classmates.
The CCE Designation of Excellence goes to Pamela Craik of McKesson Pharmaceuticals, Sacramento.
This honoree, was nominated by her Director of Financial Services. The winner has consistently shown dedication to higher learning as evidenced by an MBA, CBA and CBF designations.
Continuing to exemplify the qualities of leadership and excellence by participation and involvement with NACM, and as a CMA Board Member, clearly demonstrates willingness to exchange and share knowledge. This member is a valuable source of information beyond the field of credit. Education development in her department is evidenced by her department’s motto, “Be relentless in the pursuit of knowledge”.
The CBF Designation of Excellence goes to Tracy Rosenbach, Financial Services Manager for Silgan Containers in Woodland Hills.
Paul Beretz was awarded the CMA Instructor of The Year 2013 at CMA’s Annual Meeting on April 11, 2013.
Paul was unable to attend the meeting – but sent us this message.
“It is truly an honor to be selected as “Instructor of the Year” by CMA.
When I look back on my 30 + years as an instructor, I really see my role as a “facilitator” rather than “teacher,” my goal being to expedite learning with and for working adults.
My first teaching experience was an evening credit course for NACM San Francisco, many years ago, while I worked in corporate credit. I’m proud that I have been a part of CMA’s growth in educational offerings to members, especially with the on-line programs initiated over seven years ago. These certificate courses have been greeted with enthusiasm …….. perhaps some in the audience have already completed some of the programs???
Unfortunately, I cannot be present to accept this award, ironically for educational reasons. I am on the faculty of St. Mary’s College in northern CA in the undergraduate and graduate programs of Leadership and Organizational Studies.
As an instructor for working professionals who are either trying to complete their BA or MA at St. Mary’s, I am meeting with a group of my current Masters students today who are in the process of completing their theses and will graduate in May.
Thank you again – to the membership and Board – for this prestigious award which I really value and will proudly display.”
Congratulations to Paul Beretz and thank you for your dedication to CMA and its members.