CreditScape 2017 Spring Summit and Workshops, Powered by UTA
Focus: How to Improve Efficiency and Reduce Costs in Your Credit Operations
April 12, 2017
Hyatt Regency, 11999 Harbor Blvd., Garden Grove, CA 92840
We work in a “do more with less” world. Practitioners in the CreditScape are impacted more than most. Dedication to process improvement is the only way to achieve high-performance results in the face of ever-shrinking budgets. The CreditScape Spring Summit, powered by United TranzActions, provides a powerful opportunity to hear from highly successful credit experts and share highly effective best-practices with credit colleagues from a wide range of companies and industries.
Experience CMA’s unique, highly-rated event that balances a mixture of subject matter expertise, peer-to-peer experience, and credit industry solution providers in a safe, facilitated workshop setting that gives attendees an opportunity to identify problems and formulate solutions that can be taken back to the office. There is no substitute for the value of sharing real-world experiences with peers outside your company and outside your industry.
Panelists and participants represent companies such as NESTLE, CED, RESMED, VELOCITY VEHICLE GROUP, RELIANCE STEEL, CEMEX and more!
** NOTE: SESSIONS, SPEAKERS AND PANELISTS SUBJECT TO CHANGE WITHOUT NOTICE. **
Wednesday, April 12
7:00 – 9:00 AM: Registration Opens and Continental Breakfast
8:00 – 9:00 AM Bonus pre-conference session: Hot Legal Topics in Credit Management
Instructor: Wanda Borges, Esq.
Attorney Wanda Borges will present hot legal topics in this bonus early riser session, including preferences, selling to sole proprietors, and credit card surcharging.
9:00 – 11:00 AM: The Influence Edge: Increasing Efficiency with Influence Skills
Instructor: Dan Goldes
With the horizontal structure of today’s progressive organizations, it is increasingly important to ask for and receive the support you need to accomplish your goals. The most effective way to do this is through the strategic use of influence skills. The truly effective team member, employee or manager uses influence skills to achieve results, regardless of their positional power within the organization or team structure. How do you get people, both internally at your company and externally (your customers) to buy into your ideas and your needs? By using influence skills strategically, others will be more willing to help move organizational processes along without resistance. During this interactive session from keynote speaker Dan Goldes, attendees will learn influencing skills to sell their ideas within their company and externally with their credit customers.
11:00 – 11:15 AM: Break
11:15 AM– Noon: Panel discussion: Creating efficiencies and cost-savings in the customer onboarding process; credit applications; credit information and portfolio management.
Panelists include: Wanda Borges, esq., Kim Howard (Cemex)
A panel of experienced credit practitioners will tell their stories about what processes they have successfully improved, how they did it, and report the winning results. This session will focus on an efficient credit application.
Noon – 1:15 PM: Annual Meeting Program and Luncheon
CMA Chair of the Board Tracy Rosenbach, CCE presides over the installation of officers and presentation of member awards.
1:15 – 2:15 PM: Speed Networking: Tools to help Create Efficiencies and Reduce Costs
Thought leaders from our many industry partners will lead small group discussions about how their various offerings can help credit departments meet their efficiency goals in areas such as accounts receivable management, collections, customer onboarding, due diligence, payment processing, workflow management, cash application, and more. Fun and fast-paced, this session is itself a super-efficient way to gather lots of ideas quickly.
2:15 – 2:30 PM: Break
2:30– 3:30 PM: Where can you Increase Efficiencies in the Cash-to-Cash Cycle?
Facilitator: Alvin Moreno, Director of Global Supply Chain Credit Risk, Finance & Control, Nestle USA
Alvin Moreno, a certified green belt in Lean Six Sigma, will help you apply principles from Lean Six Sigma to help you identify where you can create efficiencies in your own credit operation. You will have an opportunity to share your thoughts and successes with your peers during this roundtable discussion.
3:30 – 4:30 PM: Panel discussion: Creating efficiencies and cost-savings in the customer onboarding process; credit applications; credit information and portfolio management.
Panelists include Brian Gausman, Consolidated Electric Distributors (CED), Claudia Lozano (Velocity Vehicles), Harold Fraizer (Reliance Steel) and Rohit Patel (ResMed).
A panel of experienced credit practitioners will tell their stories about what processes they have successfully improved, how they did it, and report the winning results.
4:30 – 6:00 PM: Networking reception
Unwind after some great education sessions to network with some of the best and brightest credit professionals.
NOTE: All speakers and contents of this program are subject to change. This schedule last updated March 9, 2017
- Click here to download a “letter to your boss” you can use to show the value of this event.