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Education & Professional Development

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.
Feb 19

Teleconference: Liens & Bonds: Turning Notices into Cash
Presenter: Greg Powelson

2:00 pm - 3:00 pm
Feb 23

Basic Business Grammar & Communication Skills
Presenter: Kathleen Quill, CAE, CBA, NACM Houston
This is a great refresher course for anyone who wants to brush up on their grammar and communication skills. This workshop will cover letters and memos, email and phone etiquette as well as the proper usage of commonly misused grammar.

NACM Houston Conference Center

8:30 am – 11:30 am

Feb 24

Teleconference: How to Get Buy-In From the Top Down
Presenter: Susan Archibeque, CCE

2:00 pm - 3:00 pm
Mar 1

Teleconference: Export LCs 101 and the Fundamentals
Presenter: Danielle Austin

2:00 pm - 3:00 pm
Mar 4

M & M Bonds & Liens
Presenter: Tom Barber, Esq., Coats Rose Yale Ryman & Lee, P.C.

This seminar is a MUST ATTEND for all who deal with Bonds & Liens! You will learn about forms for notices and claims, laws concerning bills-paid affidavits, lien claims against homesteads, how to obtain property information, requirements for submitting a claim and procedures and time limits for filing liens.

NACM Houston Conference Center

8:30 am – 4:30 pm

Mar 9

The Art of Getting Paid
  Presenter: Barry Elms

Have you ever....had a check promised that didn’t arrive? Have you heard...... the same excuses time after time? Would you like to know how to get paid on every collection call? Then this is the seminar for you!

NACM Houston Conference Center

9:00 am – 4:00 pm

Mar 15

TTeleconference: Joint Check Agreements
  Presenter: Jim Fullerton, Esq.

2:00 pm - 3:00 pm
Mar 17

Teleconference: Social Networking
Presenter: Hazel Walker

2:00 pm - 3:00 pm
Mar 23

Advanced M & M Bonds & Liens
Presenter: Tom Barber, 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.

NACM Houston Conference Center

8:30 am – 11:30 am

Mar 24

Teleconference: Bankruptcy Point/Counterpoint
Presenter: Wanda Borges, Esq. & Bruce Nathan, Esq.

2:00 pm - 3:00 pm
Mar 29 Paperwork Deadline for Certification (CBA, CBF, and CCE) Exams at Credit Congress 2:00 pm - 3:00 pm
Mar 31

Teleconference: Consumer Credit Scoring
Presenter: Dan Ridenour, CBA

2:00 pm - 3:00 pm
April 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

 

April 8

Delinquent Accounts - Repayment Agreements, Arbitration/ Mediation, Courts, Enforcing Judgments & Other Ways to Collect
Presenter: Matt Moore, Esq., Andrews Myers Coulter & Hayes PC
You’ve made the collection calls and sent the required notices.  Get some practical information on what comes next in collecting your money.

NACM Houston Conference Center

8:30 am – 11:30 am

April 9

Oil, Gas & Mineral Liens
Presenter: Carl Dore’, Esq., Dore’ & Associates, Attorneys, P.C.

This workshop covers filing the lien affidavit, information available from the Texas Railroad Commission, common methods to attack or discredit a lien and the foreclosure process. A MUST for those companies doing business in the oil patch!

NACM Houston Conference Center

8:30 am – 11:30 am

April 13

Hands-On Credit – Session 2 –Antitrust Laws, Credit References & Credit Reports
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. 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

April 14

Teleconference: Delivering Value to Customers
Presenter: Scott Tillesen, CCE

2:00 pm - 3:00 pm
April 16

Introduction to Financial Analysis
Presenter: Jim Shreve, FTD Resources

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

April 19

Teleconference: Financial Statements for Beginners
Presenter: Doug Darrington, CCE

2:00 pm - 3:00 pm
April 20

Hands-On Credit- Session 3 – Financial Statements & Risk Management
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. 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

April 21

Teleconference: Legal Issues and Credit
Presenter: Wanda Borges, Esq.

2:00 pm - 3:00 pm
April 26 Accounting Online Course Session Begins  
April 26

Teleconference: Slice and Dice: Receivables Segmentation and Portfolio Analysis
Presenter: Mark Tuniewicz, CCE

2:00 pm - 3:00 pm
April 27

Hands-On Credit- Session 4 – Decision Time, Collections & NACM Resources
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. 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.

NACM Houston Conference Center

8:30 am – 11:30 am

 

  National Events....click here!  


Credit Boot Camp
December 2008

Professional Designee Reception & Roadmap Clinic
November 2008

 

It’s so easy to register, just call NACM Education Dept at
281-228-6100 ext. 1317.
Don’t hesitate to make your call today!
** Scholarships are available!
** CEU points are awarded for most classes!

 

2010 Education Pricing...
►Workshops
   $85
►Seminars
   $185
►Certification
   Courses
   $275

Study Groups...
Several members who are preparing for the designation exams are interested in forming a study group.  Anyone interested in participating, please contact Michele Hamby at 281.228.6100.


Credit Congress 2010 is in Las Vegas!  
All South 2010 is in Oklahoma  - October 2010!

Getting ready to take a designation exam? CBA and CBF Practice Exams are now ON-LINE! The practice exams (CBA and CBF) can be found if you Click here: NACM Designation Exam Dates!  Good luck!

We'll take it on the road!
Bring NACM Education to your office!  Click here for details.