CreditScape Spring Schedule

CreditScape 2018 Spring Summit and Annual Meeting, Powered by UTA
Focus: Managing Change in Your Credit Operations
April 4-5, 2018
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.



7:00 am – 8:00 am: Continental Breakfast

8:00 am – 9:00 am: Bonus Legal Session: Attorneys’ Choice of Topics

By popular demand, we’re bringing back Wanda Borges, Esq., and adding Bruce Nathan, Esq., to this session, the highest rated by attendees of the 2017 Spring CreditScape event. Here’s an opportunity to hear top attorneys present hot legal topics in credit, providing you with the opportunity to learn what issues are important to their nationwide client base.

9:00 am – 10:30 am: Keynote: Change as a Constant Practice

The only thing constant in business these days is change. As the organization changes, how can credit professionals respond effectively to internal and external changes beyond their control? How can credit professionals proactively bring change to their organizations by changing process and policies to increase cash flow? How do you create a credit culture where people think about doing business differently and are purposeful about making and accepting change that they believe will make a positive difference? Be able to answer these questions and more during this informational keynote address by professional speaker Joel Block.

10:45 am – Noon

Ask the Attorneys: Audience Choice of Topics and Questions

This session provides an opportunity to ask top credit attorneys Bruce Nathan and Wanda Borges legal questions in an open forum environment. We invite you to come prepared with your most challenging legal questions.

Noon – 1:00 pm: Networking Luncheon

1:15 pm – 2:30 pm: Skills for the Credit Manager of 2022

As a credit professional, what skills should you obtain today to be relevant in the workforce in 2022? As a hiring manager, what skills should you be looking for? What are some hiring and retention strategies you can use to create a happy and useful department? We’ll look at these questions and more during this session.

2:45 pm – 4:15 pm: Breakout Session 1

(A) Workshop: Analyze and interpret Customer Financial Data

With all of the sources of data out there to learn about your potential and existing customers, how do you make sense of the data? What are the key elements you should be looking for when deciding how much (if any) trade credit you should extend to your customers? Can “big data” help, and if so, how? Mark Speiser of SuperValue will lead this discussion to help you answer these questions and more.

(B) Workshop: Enhancing your customer service skills

In today’s business environment, competition is intensifying, globalization is rising and digital platforms are reigning, while the human focus is suffering and personal customer service is lacking. Speaker Eddy Sumar will cover defining the customer, learning about the Triangle of Dependency, identifying the qualities & roles of a true customer service professional, avoiding the pitfalls of bad customer service, handling difficult customers: learn to DEFUSE, and more.

4:15 pm – 5:30 pm: Vendor Marketplace

5:30 pm – 7:30 pm: Networking event with hors d’oeuvres, drinks, and networking


7:00 am – 8:00 am: Continental Breakfast

8:00 am – 9:00 am: Breakout Session 2:

(A) Credit Card Surcharging — Simplified

With all of the corporate reward systems out there, one of the hottest topics among credit professionals continues to be accepting credit cards and the legalities of passing along surcharges to their customers. Join Dean Middleton from United TranzActions and an attorney as they provide updates on this topic and answer your other credit card surcharging questions during this discussion.

(B) Construction Lien Law Updates

For those in the construction industry, liens are a way to protect your assets to ensure you get paid on the jobs you supply parts and labor to. Our expert attorney Christopher J. Ng., Esq, will discuss some of the hottest topics in lien laws and answer your questions during this session.

9:15 am – 10:30 am: Changing Existing Processes Through Automation

How does a credit manager demonstrate the value of the credit department to upper management? How can data mining create better results and how can it be presented to upper management in a meaningful way? What are the threats of RPA (Robotic Process Automation) to the credit professional? Which traditional aspects of the credit function are likely to become obsolete soon? Credit personnel should be redirected/more focused on which remaining aspects of the credit function? All of these questions and more will be answered during this informative session.

10:45 am – Noon: Speed Networking—Changing Existing Systems to Help You Increase 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 customer onboarding, due diligence, cash application, accounts receivable management, payment processing, collections, workflow management, and more. Fun and fast-paced, this session is in itself a super efficient way to gather lots of ideas quickly.

Noon – 1:00 pm: Membership Luncheon

CMA Chairman of the Board Gent Culver, ICCE, will preside over the installation of new Board officers and directors, and CMA Member awards for outstanding achievements in 2017-2018.

1:00 pm – 2:00 pm: Strategies to handle customers that extend terms

A growing theme that creates difficulty for today’s credit professional is when your formerly good customer extends terms without permission. What strategies should you consider to get them to pay on time? Should you take legal action, and when? Learn what to do during this informative panel discussion led by popular speaker Scott Blakeley, Esq.

2:15 pm – 3:15 pm: Handling the Day-to-Day Stress of Change; Doing More with Less

A great way to end the conference, you’ll learn to deal with change and time management, managing multiple priorities and better manage stress.


NOTE: All speakers and contents of this program are subject to change. This schedule last updated Feb. 21, 2018



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