PROGRAM AGENDA

Thursday, October 23rd, 2008

8:00 – 8:30
REGISTRATION/CONTINENTAL BREAKFAST

8:30 – 8:45
Conference Welcome

8:45 – 10:00
KEYNOTE PRESENTATION: 
The State of the Canadian Economy
Speaker: Michael Gregory, CFA – Managing Director and Senior Economist with BMO Capital Markets

10:00 – 10:30
Break/Tabletop Exposition
Sponsor: MIS International

MIS International Logo

10:30 – 12:00
Warning Signs of a Troubled Company

Credit Professionals are regularly required to analyze financial statements and render an opinion on the financial strength of potential and existing customers seeking a credit line. More often than not, they have to form a ‘quick’ opinion and make a ‘quick’ decision, which can have a profound effect on the company’s bottom line. Is there a magic way of reading financial statements, assessing risk and ‘sizing’ customers in just a few minutes without missing any critical aspect of their financial health? Yes, there is… find out how.

Speaker:  Mike Blackburn, Vice President, F&D Reports/Creditintell.com

12:00 – 14:00
Luncheon & Tabletop Exposition

Take the time to network with other credit professionals and browse the valuable products and services offered by our Exhibitors.

14:00 – 15:30
Measuring and Reporting Credit, Collections, and Accounts Receivable Performance

Can we agree on which measure to use in evaluating performance? The answer is probably ‘no’. Have you implemented the most appropriate measures for your company and industry or do you need to go back and make adjustments? This comprehensive session will give you the knowledge you need to make the right decision. Review the most effective and meaningful credit, collections, A/R Key Performance Indicators (KPIs) and performance measures, which stand the test of time.

Speaker: Madeleine Féquière, Director, Credit Operations, Domtar Inc.

15:30 – 16:00
Break/Tabletop Exposition
Sponsor: Euler Hermes ACI

MIS International Logo

16:00 – 17:30
Lean Six Sigma for Building a World-Class Accounts Receivable Process

Lean and Six Sigma are powerful and proven business philosophies helping companies achieve greater operations performance. Leading companies are using Lean and Six Sigma to bring tremendous process improvements into their credit and collections departments and increase the value proposition to customers by improving speed and quality of their accounts receivable. Learn how these two methodologies have been put into action as complimentary approaches at GE Company. Steve Rullo, Chief Information Officer and Quality Leader for Working Capital Solutions, a division of GE Capital, will share how GE has applied Lean Six Sigma tools and methodology to build a world class A/R process -- accelerating cash flow, streamlining credit and collections, reducing bad debt and controlling DSO; and how to use a this approach to remove process inefficiencies and waste before investing in technology.

Speaker: Steven Rullo, Chief Information Officer & Quality Leader, GE Capital, Working Capital Solutions

17:30 – 18:30
Evening Reception
Sponsor: Equifax

MIS International Logo

Friday, October 24th, 2008

8:15 – 9:00
CONTINENTAL BREAKFAST / NETWORKING

9:00 – 12:00
Credit and Legal Issues in the Canadian Provinces and in the US

In dealing with credit and legal issues, how do you cover all of the intricacies and differences in governing law and jurisdiction from Ontario to British Columbia? A legal panel of experts from Ontario, Quebec, British Columbia and the United States will discuss the similarities and differences among these provinces and the US and what you need to know to successfully conduct business with your customers. Learn what security instruments and collection remedies are available to you and how to best prepare yourself for the unexpected.

Panelists:
Hubert Sibre, BCF LLP, Montreal, QC
Gavin Finlayson, Bennett Jones, Toronto, ON
Bruce Nathan, Lowenstein Sandler PC, New York, NY
Robert Sloman, Farris, Vancouver, BC

10:30 – 10:45
Break

10:45 – 12:00
Session Resumes

12:00
Conference Adjourns

AU PROGRAMME

Le jeudi 23 octobre 2008

8 h 00 – 8 h 30
INSCRIPTION ET PETIT-DÉJEUNER CONTINENTAL

8 h 30 – 8 h 45
Mot de bienvenue

8 h 45 – 10 h 00
DISCOURS:
Bilan de santé de l’économie canadienne
Conférencier: Michael Gregory, CFA – Directeur général et économiste principal, BMO Marché des capitaux

10 h 00 – 10 h 30
Pause et visite des kiosques
Commanditaire: MIS International

MIS International Logo

10 h 30 – 12 h 00
Entreprise en difficulté: les signes avant-coureurs

Les professionnels du crédit sont appelés de façon régulière à analyser des états financiers et à donner leur opinion sur la santé financière de clients, actuels ou éventuels, désireux d’obtenir une marge de crédit. Ils doivent généralement donner leur opinion et prendre une décision rapidement, ce qui peut avoir une incidence marquée sur les résultats d’une entreprise. Y a-t-il une façon particulière de lire les états financiers, d’évaluer le risque et d’évaluer un client en quelques minutes, sans pour autant omettre un aspect important de sa situation financière? Oui... et vous apprendrez comment y parvenir.

Conférencier : Mike Blackburn, vice-président, F&D Reports/Creditintell.com

12 h 00 – 14 h 00
Déjeuner et visite des kiosques

Prenez le temps de rencontrer et d’échanger avec d’autres professionnels du crédit et de vous renseigner sur les précieux produits et services offerts par nos exposants.

14 h 00 – 15 h 30
Évaluer le rendement au chapitre du crédit, du recouvrement et des créances, et en rendre compte

Peut-on convenir de toutes les mesures à utiliser pour évaluer le rendement? Sans doute que non. Par ailleurs, avez-vous mis en place des mesures adaptées à votre entreprise ou industrie? Devez-vous apporter des modifications? Au cours de cette séance très étoffée, vous passerez en revue les principaux indicateurs et mesures de rendement les plus efficaces et les plus pertinents en matière de crédit, de recouvrement et de créances, qui ont fait leurs preuves au fil des ans. Vous acquerrez les connaissances dont vous avez besoin pour prendre des décisions éclairées.

Conférencière : Madeleine Féquière, directrice du crédit, Domtar Inc.

15 h 30 – 16 h 00
Pause et visite des kiosques
Commanditaire: Euler Hermes ACI

MIS International Logo

16 h 00 – 17 h 30
Six Sigma, pour la mise en place d’une procédure de calibre mondial en matière de créances

Six Sigma est une philosophie commerciale convaincante et éprouvée qui aide les entreprises à améliorer le rendement de leurs activités. Des chefs de file l’utilisent pour améliorer de façon marquée leur service de crédit et de recouvrement – nous vous exposerons comment cette méthode a été mise en application dans le domaine du crédit. Divers thèmes seront abordés au cours de la séance, notamment les pratiques exemplaires de gestion des créances à l’aide d’une méthode de Six Sigma; la façon d’utiliser des outils puissants pour mettre un place une procédure de calibre mondial en matière de créances; l’accroissement des liquidités, la rationalisation du crédit et du recouvrement, la réduction des mauvaises créances et le contrôle des ventes quotidiennes en cours (DSO); et le choix d’un logiciel de crédit et de recouvrement fondé sur la méthode Six Sigma.

Conférencière: Steven Rullo, chef de l'information et responsable de la qualité, GE Capital, Working Capital Solutions

17 h 30 – 18 h 30
Réception
Commanditaire: Equifax

MIS International Logo

Le vendredi 24 octobre 2008

8 h 15 – 9 h 00
PETIT DÉJEUNER CONTINENTAL ET RÉSEAUTAGE

9 h 00 – 12 h 00
Crédit et questions juridiques dans les provinces canadiennes et aux États-Unis

En matière de crédit et de lois, comment pouvez-vous tenir compte de toutes les subtilités et différences entre les organismes compétents et les lois applicables d’une province à l’autre? Un groupe d’experts du domaine juridique de l’Ontario, du Québec, de l’Alberta, de la Colombie-Britannique et des États-Unis parlera des similitudes et des différences entre ces provinces et les États-Unis et de ce qu’il faut savoir pour mener de main de maître vos transactions commerciales avec vos clients. Apprenez quelles garanties et solutions de recouvrement s’offrent à vous et comment être prêt à parer à l’imprévu.

Experts:
Hubert Sibre, BCF LLP, Montréal (Québec)
Gavin Finlayson, Bennett Jones, Toronto (Ontario)
Bruce Nathan, Lowenstein Sandler PC, New York (NY)
Robert Sloman, Farris, Vancouver (Colombie-Britannique)

10 h 30 – 10 h 45
Pause

10 h 45 – 12 h 00
Reprise de la séance

12 h 00
Fin de la conférence

Bios

MICHAEL BLACKBURN, MBA, CCM, F&D Reports/Creditntell.com
Prior to joining F&D Reports/Creditntell.com, Michael had over 10 years of corporate treasury and risk management experience working in the manufacturing, service, and retail industries. Immediately prior to joining Creditntell.com, Michael was responsible for all the treasury management and financial planning functions with a retail golf company then in chapter 11, and also managed that company's financial and vendor relations during its reorganization. With F&D Reports/Creditntell.com, Michael is responsible for monitoring the retail food and drug sectors. Michael also conducts training programs covering various financial topics and is also an adjunct professor of finance at the State University of New York at Stony Brook. Michael received his MBA from the University of Colorado, Boulder and BS in Finance from the State University of New York at Albany.

GAVIN FINLAYSON, Bennett Jones
Acting on commercial litigation and insolvency matters, including mediations, priority disputes, Companies’ Creditors Arrangement Act applications and Bankruptcy Act actions, Gavin Finlayson appears before all levels of courts in Ontario, including the Ontario Superior Court of Justice and the Ontario Court of Appeal. Prior to joining the firm in February 2005, Gavin practiced litigation at another prominent law firm.

MICHAEL GREGORY, CFA, Managing Director, Senior Economist, BMO Capital Markets
Michael Gregory is a Senior Economist on our Economics team, as well as Managing Director of BMO Capital Markets. With twenty years of experience in Canadian and U.S. economic and financial markets research, he works closely with our capital market traders, sales force and their clients.Michael provides high-frequency market and economic analyses and contributes to our weekly publication, Focus. He also authors the monthly Rates Scenario report that provides clients with the firm's view on interest rates and foreign exhange rates. He is regularly quoted in the press and gives radio and television interviews. Michael graduated from Concordia University in Montreal with a Bachelor of Commerce (Honours, With Distinction) and then completed the Master of Arts program at the University of Western Ontario. Michael also did doctoral studies at Fordham University in New York City. He also holds a Chartered Financial Analyst designation.

BRUCE S. NATHAN is a member of the firm's Bankruptcy, Financial Reorganization & Creditors' Rights Group.
Mr. Nathan concentrates on all aspects of creditors' rights and workouts in bankruptcy, out-of-court matters and other types of insolvency cases for secured creditors, creditors' committees, unsecured creditors, trustees and other creditors. Mr. Nathan serves as counsel to the unsecured creditors’ committee in Interstate Bakeries Corporation and Advanced Marketing Services Inc. and has represented substantial creditor interests in the Enron, WorldCom, Solutia, Metromedia Fiber Network, Adelphia, Calpine and Heilig-Meyers chapter 11 cases.

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Mr. Nathan also negotiates and prepares letters of credit, guarantees, security, consignment, bailment, tolling, and other agreements for credit departments of institutional clients. Mr. Nathan is also involved in the negotiation and preparation of loan, letter of credit, and factoring documentation and other matters for banks, asset-based lenders and factors.

He is an active member of the American Bankruptcy Institute (“ABI”); is a member of ABI’s board of directors; is a former Co-Chair of ABI’s Unsecured Trade Creditor Committee; is a contributing editor of ABI Journal’s Last In Line Column and ABI’s Second Circuit Cases Update; and is the author of ABI’s Manual On Sellers’ Rights of Reclamation, Stoppage of Delivery and New Administrative Claim.

Mr. Nathan is also an active member of the National Association of Credit Management (NACM) and regularly lectures for NACM National and its affiliates on bankruptcy and other insolvency matters; credit applications and credit law; credit enhancements, such as letters of credit, purchase money security interests, consignments, guarantees, credit insurance, puts and sales of claims; and lien and trust fund rights, setoff and recoupment and other creditor remedies. Mr. Nathan is also a member of NACM’s Editorial Advisory Board; is a regular contributor to NACM’s Business Credit; is a contributing editor of NACM’s Manual of Credit and Commercial Laws; and co-authored The Bankruptcy Abuse Prevention And Consumer Protection Act of 2005: An Overhaul of U.S. Bankruptcy Law, published by NACM.

And he is a member of FCIB, an Association of Executives in Finance, Credit and International Business. Presented at The 4th China International Credit and Risk Management Conference, Shenzhen, China, September 21, 2007, and FCIB Teleconference, December 13, 2007, on key provisions of People’s Republic of China’s 2006 Law on Enterprise Bankruptcy, similarities to and differences with the U.S. Bankruptcy Code, and upcoming implementation challenges He earned is J.D. from the University of Pennsylvania School of Law, his M.B.A. from the Wharton School of Finance and Business and his B.A. from the University of Rochester.

HUBERT SIBRE, Senior Partner, BCF A senior partner at BCF, he has previously acted as legal counsel for the National Bank of Canada and GMAC. With a practice focused largely on business restructuring, he advises mainly on business dealings in high risks situations. A frequent lecturer in Canada and the US, he is also a published author in the areas of restructuring, insolvency and credit. He has taught at the Quebec Bar and, in 2007, was a member of the jury responsible for issuing trustee licenses by the Office of the Superintendent of Bankruptcy. He is a board member of numerous charitable organisations such as the Collège Laval, the Oeuvres du Père Sablon, Alpine Canada Foundation and NACM-Canada (National Association of Credit Management). He is the chairman of the BCF restructuring and insolvency multidisciplinary group. He was recognized as one of the top “40 under 40” international elite in insolvency by the Global Restructuring and Insolvency Review. He had attended the prestigious Leadership Conference of Canada’s Governor General.

ROBERT P. SLOMAN, Partner, Farris Bob provides advice and representation in all matters relating to bankruptcy and insolvency (personal and commercial); debt collections; foreclosures; receiverships and loan workouts including debt restructuring and reorganizations under the Bankruptcy and Insolvency Act and Companies’ Creditors Arrangement Act. As well, his practice includes commercial and real estate insolvency litigation. Bob is a member of the Vancouver and Canadian Bar Associations, Canadian Insolvency Foundation, Insol International; American Bankruptcy Institute and the Turnaround Management Association (Northwest Chapter). Bob also serves as a lecturer on foreclosures and insolvency-related matters. In addition to his professional activities, Bob is involved in the West Vancouver Soccer Association (youth) where he serves as a Director, coach and life member. He is the President of the West Vancouver Football Club, which consists of three adult men’s teams in the Vancouver Metro Soccer League. He is a member of the Royal Canadian Legion – branch #60 West Vancouver.

Registration Fees

NACM-Canada Member - $500 CAD includes 5% GST

Non-NACM-Canada Member - $595 CAD includes 5% GST

Register using a credit card | Register without a credit card

 

Hotel Information:

NACM-Canada's 10th Annual Credit Conference and Expo will be held at The Sutton Place, Toronto, Canada. Hotel address: 955 Bay Street, Toronto, ON, M5S 2A2.

Ask for the NACM-Canada group rate - $200 CAD single/double per night, plus applicable taxes. Reservations must be made by September 24, 2008 to ensure availability and the discounted group rate. Reservations may be made by: