September 22September 22--23, 201623, 2016

Doubletree By Hilton SonomaDoubletree By Hilton Sonoma

Sonoma County, CASonoma County, CA

EVENT INFORMATION

Date: September 22-23, 2016

Location: Doubletree by Hilton Sonoma

1 Doubletree, Rohnert Park, CA 94928

Hotel: $175/night

Book now! Availability on a first-come, first-served basis

Register at www.CreditScapeConference.com

Entry fee: Team discounts available—call for a quote

$495 CMA Member through August 22, 2016

$545 CMA Member after August 22, 2016

$595 Attendee through August 22, 2016

$645 Attendee after August 22, 2016

To Register: Space is limited to 100 participants

www.CreditScapeConference.com

Questions: Contact Lisa Wong at 951-672-0581

lwong@emailcma.org

Sponsors: Contact Alan Dicker at 323-573-0840

adicker@emailcma.org

100% of exit surveys from the recent CreditScape Spring 2016 indicated that attendees would recommend the event to a colleague. Here’s what some of them said:

“I really enjoyed the meeting and came away with

several ideas for improvement in our organization.”

- Carol Bowen, NuCal Foods

“I walked away with so much knowledge and support to

present to our upper management about the needs for

our Credit Department in the future.”

- Sherry Raposo, VSS International

“The most intelligent event I’ve ever attended. It worked

for everybody, vendors too. What a fantastic experience,

thank you!”

- Dean Middleton, United TranzActions

Process Improvements forProcess Improvements for

HighHigh--Performing Credit OperationsPerforming Credit Operations

CREDIT MANAGEMENT ASSOCIATION

PRESENTS

Process Improvements for High-Performing Credit Operations

PROGRAM HIGHLIGHTS:

What is Cash-to-Cash and why does it matter

The Role of the Credit Department from the view of the CFO

How do you get to “Yes”

Where can improvements be made in the Credit and Collection

Cycle

Emerging technologies Impacting the Credit Department

Phone Power Collections Workshop

International Resources

CreditScape’s signature Speed Networking event

Audience participation: process improvement exercises

...the rest is up to you

This is not your typical

classroom-style lecture Experience CMA’s unique, highly-rated

training event that balances a mixture of

subject matter expertise, peer-to-peer

engagement, and leading credit industry

solution providers in a safe,

professionally facilitated workshop

setting that gives attendees an

opportunity to identify problems and

formulate solutions that can be taken

back to the office.

Step outside your box There is no substitute for sharing real-

world experiences with your peers

outside your company and outside your

industry. This is a perfect opportunity for

credit and collections teams to get away

from the office to pursue a journey

towards process improvement.

How do you get to “Yes”

The Credit Manager’s job is to find a way to say “yes” to every credit sale.

Bringing over 30 years of global experience in credit, finance, and

management, Paul Beretz, CICE, will ask a panel of credit practitioners to

discuss how they get to “yes” while protecting the company’s ability to

get paid. Discussion will include:

Payment processing/check guarantee

UCCs

Credit Insurance

Letters of Credit

Alternative financing options

Legal enhancements

Phone Power: 6 Steps to Collection Success

Bart Frankel was the highest-rated trainer at last year’s CreditScape Fall

Summit, and now he’s back in an expanded training program that will

focus even more time on role-playing the toughest collection calls

posed by attendees. As the Manager of Financial Service for the Pratt &

Whitney Division of United Technologies for over 20 years, Bart was

responsible for a $7 billion Order-to-Cash process. Participants will

work with Bart and with each other to learn his highly successful 6-step

process for getting paid. Bart’s advice is: improve processes early in the

Order-to-Cash cycle to mitigate or even avoid collection efforts on the

back end. This presentation is a must for credit and collection teams!

What parts of the Credit & Collections process can you improve?

30 year credit veteran, consultant, and UCLA Extension instructor Bob Shultz

will lead a panel discussion with credit practitioners about what processes

they have successfully improved, how they did it, and the winning results:

Pre-checks for the Sales Department

Automating new customer onboarding

Metrics and reporting across department lines

Sales forecasting

Inventory to ship

Accounts payable

Order entry and Invoicing

Collection and Disputes

Cash application

2016 CreditScape Fall Summit 2016 CreditScape Fall Summit Process Improvements for HighProcess Improvements for High--Performing Performing

Credit OperationsCredit Operations

September 22September 22--23, 201623, 2016

Doubletree by Hilton SonomaDoubletree by Hilton Sonoma

We work in a “do more with less” world. Practitioners in the CreditScape

are impacted more than most, and dedication to process improvement is

the only way to achieve high-performance results in the face of ever-

shrinking budgets. The CreditScape Fall Summit is a powerful opportunity

to hear from highly successful credit experts and share effective best-

practices with credit colleagues from a wide range of companies and

industries.

Paul Beretz, CICE

Bob Shultz

Bart Frankel