Check out this amazing speaker line-up:

Brooke Halverson, Capital City Oil, KS – Will take us through what she initially considered a daunting task, which was the complete organization and revamping of a petroleum company’s credit area.  Brooke initially joined the Capital City team as an office worker but gradually migrated more and more into the credit area by spotting and improving gaps in their systems and strategies.  A couple of years down the line she can now look back and see how making small and incremental improvements to the systems has added up to big changes in the business!

Park Smith, Attorney-at-Law, Dallas, TX – One of the premier credit attorneys in the country, Park has spent his career immersed in all things credit.  At this year’s meeting, Park will discuss some of the major issues keeping business owners awake at night including bankruptcy, how an owner should handle different credit related scenarios, pre-bankruptcy strategies for creditors and how to spot early warning signs of insolvency.  Come to this session loaded with your own questions for our expert!

Jay Tenney, Trade Risk Group, Dallas, TX – As a representative of the Trade Risk Group, Jay knows the complexities of credit insurance, the many policy variables, and how it can best serve your business. With over forty years of combined experience focusing just on credit insurance, the Trade Risk Group offers another important way to protect your bottom line – quickly and effectively. While credit insurance isn’t for everyone, learn how it really works, and how to make the right decision on whether it’s a fit for you own company’s needs.

Ken Koger, Meridian Associates, Weatherford, TX – What do you do when you receive financial statements from a customer?  Do you have a system for basic credit analysis and metrics which are applied during your credit process?  Ken Koger, with his extensive banking and finance expertise, takes attendees through these very basics giving everyone a game plan and system to take back to tweak their company’s current credit analysis. Using these ratios and systems will make financial analysis meaningful and useable in the everyday credit worthiness decisions.  

Ann Pitts, Meridian Associates, Weatherford, TX – Ann will moderate the Focus on Credit session, bringing issues and education to the forefront for all in the room to share. In addition to a background in commercial banking, Ann also has the unique perspective of being involved in the monthly credit huddles offered by Meridian, which is yet another way for credit professionals to network with each other and learn what is working for other companies.

“Great seminar! Excellent dialogue and involvement with peers that have the same issues.”
Richard Seim, Michigan Petroleum Technologies

“We now know how to get accounts current.”
Erin Fine, Ed Staub & Sons, OR

“It was great meeting other credit managers and sharing information.” Jan Sullins, SC Fuels, CA