|
Sept. 7 |
Business Law Online Course Session Begins |
Online Course |
|
Sept. 7 |
Credit Law Online Course Session Begins |
Online Course |
|
Sept. 10 |
Reviewing Customer
Accounts
Presenter: Jim Shreve, FTD Resources
Concerned about exposure to credit risk in your existing customer base?
This seminar focuses on how to conduct professional annual credit reviews in order to minimize
credit risk while enhancing profitability. Learn how to develop a systematic approach in deciding
which accounts to review, recognize the signs of a financially distressed business before the account
becomes past due, Integrate customer calls into the review process, improve the quality of annual
trade & bank checks, and use a financial analysis checklist for performing an annual check of the
financial health of a business.
|
NACM Houston
Conference Center
8:30 am – 4:30 pm |
|
Sept. 13 |
Teleconference:
Credit Lifecycle
Presenter: Scott Tillesen, CCE |
Teleconference 2:00 pm – 3:00 pm |
|
Sept. 14 - Nov. 16 |
Business Law - NACM Houston
Instructor: Daniel Pacious, Esq., Pacious Law Firm PLLC
This course qualifies for and is required to attain CBF certification. With the legal environment
of business constantly changing, it is imperative to have a solid understanding of the laws that
affect business and credit. This course is designed to introduce students to the basics of law,
the legalities of contracts, and the emerging importance placed upon laws affecting cyber crimes.
|
NACM Houston
Conference Center
6:00 pm – 9:00 pm Tuesdays |
|
Sept. 15 |
Derivative Financing, High Low Transactions & Hedging - What Credit
Analysts Should Watch Out for in the Oil Patch
Presenter: Denis Vermette, Spark Energy LP
Do you know what these terms mean? If you are a credit professional whose company sells to the
oil and gas industry, the value of your credit recommendations may hinge on your understanding
of these financial instruments and how they change the risk profile of your customers.
Summertime 2 for 1 Sale
|
NACM Houston
Conference Center
8:30 am – 11:30 am |
|
Sept. 16 - Nov. 18 |
Financial Statement Analysis I - NACM Houston
Instructor: Joe Lain, CCE, Smith Drilling & Remedial
The goal of this course is to improve the participant’s ability to translate financial statement
numbers into a meaningful map for business decisions. Participants will be able to approach financial
statements with enhanced confidence and understanding of a firm’s historical, current, and prospective
financial condition and performance.
|
NACM Houston
Conference Center
6:00 pm – 9:00 pm Thursdays |
|
Sept. 17 |
International Letters of Credit
Presenter: Cecil Carder, Wells Fargo Trade Bank
Are you an exporter? Learn the how, when & why of LCs, international
risk mitigation, the role of incoterms, what to do when things go wrong,
and much, much more! Summertime 2 for 1 Sale
|
NACM Houston
Conference Center
8:30 am – 4:30 pm |
|
Sept. 19 - Sept. 24 |
Financial Statement Analysis 2 |
Certificate Sessions |
|
Sept. 20 |
Paperwork
Deadline for Nationwide Certification (CBA, CBF, and CCE) Exams |
Certification Exam Deadline |
|
Sept. 21 |
Advanced M&M Bonds & Liens
Presenter: Brian Gaudet, Esq. & Barry Rabon, Esq., Coats Rose Yale Ryman & Lee, P.C.
Take your knowledge of filing and understanding M & M Liens to the next level. This seminar is designed
to expand on the popular M&M Bonds & Liens class taught by Tom Barber, and will cover lien and other releases,
joint check agreements, bonding around liens and what it means, trust fund violations and liens and bankruptcy.
Summertime 2 for 1 Sale
|
NACM Houston
Conference Center
8:30 am – 11:30 am |
|
Sept. 22 |
Teleconference:
Advanced Contract Terms
Presenter: Jim Fullerton, Esq. |
Teleconference 2:00 pm – 3:00 pm |
|
Sept. 27 |
Teleconference:
Accounting ABCs
Presenter: Meredith Mostochuk, CBA |
Teleconference 2:00 pm – 3:00 pm |
|
Sept. 30 |
CBA Exam Review
- Session 1 of 3 - Business Credit Principles
Presenter: Linda Bost, CCE,
Copper Brass International
Part of the CBA Exam Review package. Course-specific review session covering the Business Credit Principles class,
designed for those persons who are registered to take the CBA Exam, or those who are just interested in brushing up
their knowledge in preparation for a future exam date. Includes a review and practice questions.
|
NACM Houston
Conference Center
6:00 pm – 8:00 pm |
|
TBA |
MLBS Workshop
Presenter: Greg Powelson |
St. Louis, MO
|
|
Oct. 4 |
Teleconference:
False Corporate Bookkeeping and Reporting: Analyzing Financial Statements, Recent Financial Regulations and Legal Issues of Interest to the Credit Professional
Presenter: Scott Blakeley, Esq. |
Teleconference 2:00 pm – 3:00 pm
|
|
Oct. 6 |
CBF
& CCE Exam Reviews
Presenter: Ronnie Archer, CCE, Dunn Enterprises Inc.
This session is designed for those people who are registered to take the
CBF or CCE Exams. |
NACM Houston
Conference Center
8:30 pm –
4:30 pm |
|
Oct. 6 |
Hands-On Credit - Session 1 - Introduction, Setting Your Credit Policy,
Designing Your Credit Application, & Terms on Credit Apps, Purchase Orders & Invoices
Multiple Instructors:
Attend this workshop as part of the Hands-On Credit series or as a standalone workshop. Designed as an introduction to credit
for new companies and companies that are new to the granting of business-to-business credit on more than a handshake. This
workshop will deliver practical information that you can use to start up the credit function at your business.
|
NACM Houston
Conference Center
8:30 am – 11:30 am |
|
Oct. 7 |
Post Judgment Remedies
Presenter: Randy Lindley, Esq., Bell Nunnally
Find out how to turn your judgments into cash. Topics covered include locating assets, enforcing the judgment against both
real estate and personal property, garnishing bank accountsm obtaining turnover orders for shares of stock and causes of action,
fraudulent transfers, and bankruptcy issues.
|
NACM Houston
Conference Center
8:30 am – 11:30 am |
|
Oct. 7 |
MLBS Workshop
Presenter: Greg Powelson |
Minneapolis, MN
|
|
Oct 7 - 8 |
CFDD National Conference |
Minneapolis, MN
|
|
Oct. 13 |
Hands-On Credit - Session 2 - Antitrust Laws, Credit References
& Credit Reports
Multiple Presenters:
Attend this workshop as part of the Hands-On Credit series or as a standalone workshop. Designed as an introduction to
credit for new companies and companies that are new to the granting of business-to-business credit on more than a handshake.
Practical information on how to check credit references, what information you can get from credit reports and how to obtain
information without violating the antitrust laws.
|
NACM Houston
Conference Center
8:30 am – 11:30 am |
|
Oct. 13 |
Teleconference: Taking the Fear Out of Financial Statements
Presenter: Toni Drake, CCE |
Teleconference 2:00 pm -
3:00 pm |
|
Oct. 13 |
CBA Exam Review - Session 2 of 3 - Accounting
Presenter: Ronnie Archer, CCE, Dunn Enterprises Inc.
Part of the CBA Exam Review package. Course-specific review session covering the Basic Financial Accounting class,
designed for those persons who are registered to take the CBA Exam, or those who are just interested in brushing up
their knowledge in preparation for a future exam date. Includes a review and practice questions.
|
NACM Houston
Conference Center
6:00 pm – 8:00 pm |
|
Oct. 15 |
Introduction to Financial Analysis
Presenter: Jim Shreve, FTD Resources NACM Houston Conference Center
This seminar is designed for those who require a more in-depth understanding of financial/accounting
terms, how to interpret key information from financial statements and the process of performing a credit
analysis. It will provide participants an understanding of the accounting terms and principles deployed
in financial statements. Attendees gain a firm perspective of the analysis process and how to interpret
financial information. |
NACM Houston
Conference Center
8:30 am – 4:30 pm |
|
Oct. 17 - 20 |
NACM All-South Conference
Contact NACM MidAmerica at (405) 235-1341 or
assn@nacmservices.com
for more information.
|
Oklahoma City, OK
|
|
Oct. 17 - 22 |
Financial Statement Analysis 1
Instructor: James McIntyre, CCE |
Certificate Sessions
|
|
Oct. 18 |
Teleconference: Preferences
Presenter: Debra Thorne, Esq. |
Teleconference 2:00 pm -
3:00 pm |
|
Oct. 20 |
Hands-On Credit - Session 3 - Financial Statements & Risk Management
Multiple Presenters:
Attend this workshop as part of the Hands-On Credit series or as a standalone workshop. Designed as an introduction to credit
for new companies and companies that are new to the granting of business-to-business credit on more than a handshake. Practical
information on obtaining and examining financial statements before you grant credit and as part of the periodic credit review
process. Plus, an overview of securitization, factoring, credit insurance and other ways you can manage your risk.
|
NACM Houston
Conference Center
8:30 am – 11:30 am |
|
Oct. 20 |
Teleconference: Credit Scorecard
Presenter: Val Venable, CCE |
Teleconference 2:00 pm -
3:00 pm |
|
Oct. 26 |
CBA Exam Review - Session 3 of 3 - Financial Statement Analysis I
Instructor: Wayne Hicks, CCE, MC Tubular Products
Part of the CBA Exam Review package. Course-specific review session covering the Financial Statement Analysis I class, designed for
those persons who are registered to take the CBA Exam, or those who are just interested in brushing up their knowledge in preparation
for a future exam date. Includes a review and practice questions.
|
NACM Houston
Conference Center
6:00 pm – 8:00 pm |
|
Oct. 27 |
Hands-On Credit - Session 4 - Decision Time, Collections & NACM Resources
Multiple Presenters:
Attend this workshop as part of the Hands-On Credit series or as a standalone workshop. Designed as an introduction to credit for
new companies and companies that are new to the granting of business-to-business credit on more than a handshake. Practical
information on how you actually decide on terms and credit limits after you’ve gathered information, tips on how to collect when
your customer doesn’t pay and the resources available at NACM to help your company. process. Plus, an overview of securitization,
factoring, credit insurance and other ways you can manage your risk.
|
NACM Houston
Conference Center
8:30 am – 11:30 am |
|
Oct. 27 |
Teleconference: A Sellers "20 Day Goods" Administrative Priority Claim, Reclamation and...
Presenter: Bruce Nathan, Esq. |
Teleconference 2:00 pm -
3:00 pm |
|
Nov. 5 |
Tools of Financial Analysis Presenter: Jim Shreve, FTD Resources
This seminar is designed for those who have attended Introduction
to Financial Analysis or attendees who need additional training
in using the tools of analysis. Participants will learn how to use
and interpret the tools of financial analysis: Interpretive
Analysis, Financial Ratios, Pro-Forma Statement Analysis and the
Analysis of Cash Flow Statements. |
NACM Houston
Conference Center
8:30 am – 4:30 pm |
|
Nov. 8 |
Incoterms 2010 Presenter: Frank Reynolds under the
auspices of the International Chamber of Commerce U.S. affiliate, the
United States Council for International Business
Be prepared for the
January, 2011 implementation of the new Incoterms 2010. Significant
changes have been made that will make
Incoterms even more user friendly for both domestic and international
transactions. Presenter Frank Reynolds is the U.S. delegate to the
Incoterms 2010 Revision. |
NACM Houston
Conference Center
8:30 am – 4:30 pm |
|
Nov. 8 |
Certification Scheduled Exams
|
Certification Scheduled Exams |
|
Nov. 12 |
Advanced Communication Skills
Presenter: Kathleen Quill, CAE, CBA
Your
employees already have the math skills and you’ve helped them with
reading and writing. But what about the stuff that keeps them from
getting ahead that you can’t tell them? Send them or join us yourself
for this business behavior primer. |
NACM Houston
Conference Center
8:30 am – 11:30 am |
|
Nov. 16 |
Collections 101
Presenter: Frank Edmond
This workshop is designed to provide the participants with an overview of collections as a basic function of credit management, with emphasis on effective collection systems, techniques and critical “do’s” and “don’ts”. |
NACM Houston
Conference Center
8:30 am – 11:30 am |
|
Dec. 6 |
Advanced Credit Boot Camp
Presenter: Linda Bost, CCE, Copper Brass International
A
follow up day to our Credit Boot Camp seminar designed to provide an
overview of the trade credit function covering the gathering and
evaluating of credit application information, application of the C’s of
credit in everyday use, fundamentals of presentation to management and
assessing credit risk and putting it into application.
|
NACM Houston
Conference Center
8:30 am – 4:30 pm |
| |
National
Calendar....click here! |
|
| |
For information on all classes at NACM Houston, contact the NACM Houston Education Department at (281) 228-6100 x1200 or education@nacmsouthtexas.org
For Certification Exam Registration contact the NACM Education Department at (410) 740-5560 or education_info@nacm.org
For teleconferences and all other classes and meetings, contact the NACM Meetings Department at (410) 740-5560 or conventions_info@nacm.org
|
|