ONE TEAM ONE BRAND WE ARE NACM ONE EXPERIENCE. Supporting business-to-business credit worldwide. Join the NACM family. We love what we do!
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1 ONE TEAM ONE BRAND ONE EXPERIENCE WE ARE NACM Supporting business-to-business credit worldwide. Join the NACM family. We love what we do!
2 Beneficial tools and resources for the credit professional. NACM s KNOWLEDGE & LEARNING CENTER NACM is committed to assisting every member, meeting their needs and addressing their concerns by offering easy-to-obtain, high-quality products, services and programs. Here you will find valuable tools for the credit professional, including links to training resources, online education, useful forms and timely publications. Take advantage of these resources and so much more as a member of NACM. Find out about membership and join now. SAVE THE DATE Visit the Knowledge & Learning Center at
3 Benefits of Membership While there may be times when you want a reference book on hand, the luxury of using a simple web-based search function to immediately bring up relevant information is a credit professional s dream come true. Using NACM s Knowledge & Learning Center, you can download forms, search laws and topics, and cross-reference data in NACM s best-selling publication: Manual of Credit and Commercial Laws, Principles of Business Credit, The Art & Science of Financial Risk Analysis, Credit Management: Principles and Practices, Business Credit magazine and more. NACM s enews Weekly Update provides targeted and timely news briefs of interest to the credit and financial community. Members receive enews each Thursday by . Business Credit magazine keeps you up-to-date and informed on the credit issues that affect the way you do business. Published nine times a year, Business Credit will keep you on the cutting edge of trends, news and important legislative issues. Past issues of Business Credit are archived and available in flip-through format on the NACM website. Created from a monthly survey of credit and collection professionals, NACM s Credit Managers Index (CMI) tracks favorable and unfavorable factors in the monthly business cycle. The CMI is a benchmarking and forecasting tool with broad acceptance within the business and financial community as an economic indicator to both watch and report on. Participants earn one Roadmap Point for participating in 10 surveys in a 12-month period. NACM s survey is a way to make your voice count. To participate, watch for new survey questions in your enews Weekly Update. In appreciation for your participation, you will earn.1 Roadmap Point toward an NACM designation and a chance to win a FREE teleconference registration. If you have a suggestion for a survey question that you would like to be considered by the editorial staff, please them to nacm_survey@nacm.org. NACM is the leading resource for credit and financial management, providing information, products and services for effective business credit and accounts receivable management to over 15,000 businesses and business credit professionals worldwide. NACM s website, located at offers extensive information for the business credit community. The Useful Sites area provides you with links to information and resources, saving you search time. Whether it s information about bankruptcy, links to each state s Secretary of State office, copies of official bankruptcy forms or sample credit applications, you ll find it in Useful Sites. The website also provides access to the entire range of NACM services from NACM s network of Affiliates, to NACM-Canada, FCIB and CFDD, the NACM website is your virtual gateway to a host of information, products and services. Follow NACM on Twitter for up-to-the-minute news, commentary and discussion on a number of issues relevant to the B2B credit profession. Subscribe to NACM s blog to receive the latest commercial credit news on a wide array of relevant subjects, from domestic and international stories to industry and legislative updates. Visitors to the blog can also voice their thoughts on news stories and coverage through each article s comment board. And don t forget to join NACM s group page on LinkedIn for a complete wrap-up of organization news coverage and events, as well as to network with fellow NACM members.
4 NACM Education: On Target A Commitment to Education EDUCATION THAT FITS NACM brings quality online education right to you. Some offerings are self-paced sessions while other offerings follow a planned course schedule. Accounting: This college-level financial accounting course presents the basics, covering analyzing transactions, the matching concept, the adjusting process, accounting systems, internal controls, cash, receivables and more. [Independent online study on a schedule, contact with students and expert facilitator] Business Credit Principles: You ll learn all of the vital elements of business credit, including the role of credit in financial management, the components of effective credit department systems, specific government regulations that pertain to business credit, credit policy and procedures, selling terms, negotiable instruments, the Uniform Commercial Code, credit investigations, finance and business insurance, business credit fraud, factors associated with credit limits and international trade, as well as bankruptcy codes and alternatives to bankruptcy. [Self-paced, independent online study] Financial Statement Analysis I: This introductory course in financial (accounting) statements and their analysis reviews the basic financial statements, quality issues in using these statements, and the analysis of these statements for the purpose of making credit decisions. The lectures explain and expand on the material in the text and explain its relevance to trade credit-granting decisions. [Self-paced, independent online study] Commercial Collections: You ll learn the four basic costs of credit that businesses should consider when developing a credit policy, how documenting the credit relationship is a vital part of the preparation for lending and how to set the right policies and procedures to ensure a good credit relationship with the customer. You ll also learn how to evaluate whether your company s credit policies comply with the Federal and state regulations and the basics of making effective collection calls. [Self-paced, independent online study] Commercial Bankruptcy: You ll gain a broad overview of bankruptcy through introduction to the different chapters and the parties involved. The major bankruptcy chapters are discussed in depth, describing how you can deal with and work through the different chapters. You ll learn what rights a creditor has, how reclamation works, while learning the how-to basics on dealing with preference claims, and customers filing bankruptcy. [Self-paced, independent online study] Business Law: You ll learn the essentials needed to understand the law of contracts by studying the underlying tenets that form every business contract. Other topics covered include the Uniform Commercial Code, with an emphasis on Articles 2 and 9, and discharge by performance and nonperformance, along with remedies. [Independent online study on a schedule, contact with students and expert facilitator]
5 Learning new skills or improving others keeps all professionals at the top of their field. NACM provides a wide range of educational development programs tailored to every level of experience, from the career credit professional to the business credit novice. Professional Education Webinars make learning convenient and affordable. Lasting minutes, each webinar tackles a new, current, credit-related topic and features expert speakers. Credit Law: As a sequel to the Business Law course, you ll look closely at negotiable instruments, debtor-creditor relationships and government regulations. [Independent online study on a schedule, contact with students and expert facilitator] Advanced Credit Policy: This advanced course is intended for managers who make and enforce credit policy. It presents an analysis and formulation of credit policy, including credit investigation, terms of sale, credit-granting and credit limits. [Self-paced, independent online study] Credit & Risk Assessment/Financial Statement Analysis 2: Building on basic accounting and financial statement analysis skills, this course enhances a credit professional s ability to analyze corporate financial statements or proformas to arrive at a credit decision. [Live at NACM Headquarters or Credit Congress, 5 days, classroom, instructor-led] Business Credit Principles and Financial Statement Analysis 1 courses are also presented in a live classroom format at NACM Headquarters. International Credit & Risk Management: This 13-week course is a comprehensive look at global trade: from international trade and the law, analyzing international risk, setting credit lines, the key considerations of global credit risk and risk protection and mitigation to accounts receivable reporting, monitoring and forecasting. Principles of structured trade finance, monitoring trade loans and cash and treasury management, looking at bank systems, controls and financing, export credit insurance are included. [Online, on a schedule, interaction with students and expert instructor] Gain mastery of over 75 credit topics through NACM s online Credit Learning Center or brush up on your skills by listening to one of many NACM on-demand Webinar digital replay offerings! The Graduate School of Credit & Financial Management (GSFCM ) is a two-week over two years residence executive education program conducted on the campus of American University in Washington, DC. Designed for those preparing for greater corporate responsibility, the GCSFM provides a program of personal development based on a foundation of key disciplines such as financial analysis, business economics, the legal environment of credit, corporate strategy, negotiation and leadership skills. [10-day resident program, in classroom, instructor-led] Credit Congress & Exposition Each year, nearly 2,000 credit professionals gather for NACM s premier educational event the annual NACM Credit Congress & Exposition, which provides a forum for exchanging information on the most current trends in the field. The NACM Credit Congress, packed with more than 60 different educational sessions, a general session and limitless opportunities to network on a nationwide scale, is the best value for your education dollars! w w w. n a c m. o r g
6 The online NACM Bookstore offers a full range of books and publications on credit-related topics. From accounting, financial analysis and management, to a host of legal topics and specialty logo items, you can count on the NACM Bookstore. Principles of Business Credit This on-the-job reference is a comprehensive look at the essentials of business credit. Providing insights on business credit management issues such as organizing the credit department, credit applications and developing sound credit policy, this primer is a must-have in all credit departments. Manual of Credit and Commercial Laws This four-volume guide on the legal issues pertaining to credit and commercial statutes and regulations is an indispensable desk reference. It features complete changes to credit and commercial laws enacted by state and federal legislatures; extensive coverage of the UCC; a bankruptcy section including preferences; Sarbanes-Oxley compliance issues; charts, tables and statutory summaries that clarify complex issues; a quick-find format that leads you to current rules on bad checks, mechanic s liens and construction bonds; a time-saving locator for the U.S. District Court System; and more than 70 useful forms including arbitration clauses, conditional and unconditional waivers, guarantees, proof of claims, letters of credit, installment notes and continuation of security. Credit Management: Principles and Practices Recommended as a reference and training tool for those new to the field, this text also serves as a review for those studying for NACM professional designation exams. Chapter topics include credit policy, credit investigation, credit reporting services, collections, financial statement analysis, cash flow analysis, LBOs and bankruptcy. The Art & Science of Financial Risk Analysis This book is intended to satisfy the needs of credit analysts looking for the basics, as well as those wanting an in-depth understanding of the art and science of financial risk analysis. Instructional in nature, it provides the reader with an understanding of how to arrive at a final credit decision and written recommendation. The book will be useful to those working in credit, finance, derivatives trading and accounting, regardless of industry type. The format walks the reader through basic credit concepts, analysis of cash flow, bank analysis, derivatives risk analysis, sustainable growth concepts, point scoring concepts and more. It also addresses letters of credit, guarantees and analysis of various business structures such as LLCs and S Corporations. The text gives the reader practical tools and concepts immediately applicable to improving the internal decision-making process. Additionally, it will instruct you on how to effectively write a narrative interpretation and recommendation of your findings. Construction Law Survival Manual This manual is well known and widely used by participants in the construction process. It provides valuable information about construction contract litigation, mechanic s liens, payment bond claims and bankruptcy as well as credit management and contains more than 35 commonly used contract forms. The NACM Bookstore provides individuals with a convenient way to donate to both the CFDD Scholarship Fund and the NACM Scholarship Foundation. To view other titles available in the NACM Bookstore, visit w w w. n a c m. o r g
7 Professional Certification Program CREDIT BUSINESS ASSOCIATE SM Credit Business Associate SM (CBA SM ) is an academicbased designation that signals the mastery of three credit-related disciplines: basic financial accounting, business credit principles and introductory financial statement analysis. There is no minimum work experience requirement for this designation, and the coursework needed to qualify for this designation can be obtained through colleges, local NACM Affiliated Association programs, self-study or nationallysponsored programs. Candidates must pass the CBA certification proficiency exam. CREDIT BUSINESS FELLOW SM Credit Business Fellow SM (CBF SM ) is an academic and Career Roadmap-based designation that illustrates achievers are knowledgeable about, and have contributed to, the field of business credit by first earning the CBA designation and then completing additional coursework. The CBF signals competence in business and credit law. CBF applicants must accumulate 75 Career Roadmap Points and must pass the CBF certification proficiency exam. The coursework needed to qualify for this designation can be completed through colleges, local NACM Affiliated Association programs or online nationally-sponsored programs. CERTIFIED CREDIT EXECUTIVE Certified Credit Executive (CCE ) is NACM s highest designation, endorsing its achievers as capable of managing the credit function at an executive level. Candidates must meet minimum professional experience standards, have accumulated 125 Career Roadmap Points and pass a rigorous four-hour exam that tests application skills in accounting, finance, domestic and international credit concepts, management and law. CCEs are required to recertify every three years, further validating their commitment to continuing education, self-improvement and advancement of the business credit profession. CERTIFIED CREDIT AND RISK ANALYST SM Certified Credit and Risk Analyst SM (CCRA SM ) is an academic-based designation that signals mastery in the analysis and interpretation of financial statements and the ability to make informed credit risk assessments. There is no minimum work experience requirement and the NACM Career Roadmap is not required for this designation. CERTIFIED INTERNATIONAL CREDIT PROFESSIONAL SM Certified International Credit Professional SM (CICP SM ) is a mark of distinction that encourages professional development in global credit management and risk analysis while expanding knowledge. Over 2,100 credit professionals have earned the prestigious CICP designation since its inception. INTERNATIONAL CERTIFIED CREDIT EXECUTIVE SM International Certified Credit Executive SM (ICCE SM ) is FCIB s executive-level designation for international credit and risk analysis professionals who are ready to make an impact on the world stage by excelling beyond their CICP designation. ICCE candidates and holders are those interested in engaging the global credit community and who place a high value on continuing education as a means to securing the information and knowledge necessary to maintain their executive status. The NACM Professional Certification Program has defined and advanced the profession by setting the standards used by credit professionals in the field of business credit and finance.
8 Serving the Credit Professional Credit and Financial Development Division (CFDD) Beyond the benefits included with your NACM membership, the Credit and Financial Development Division (CFDD), with local chapters, actively promotes interest in the credit and finance profession and assists with professional development. CFDD chapters sponsor and award educational scholarships annually, and provide monthly educational programs on topics of interest to credit professionals. Visit for more information. NACM S SECURED TRANSACTION SERVICES NACM s UCC Filing Services handles every aspect of the UCC filing life cycle all within our comprehensive system. Filing is only the first step; NACM s UCC Filing Services monitors all the UCC-1 filings in your portfolio for expiration or continuation, notifying you of deadlines so that you can take the appropriate action for no additional fee. The Mechanic s Lien and Bond Services (MLBS) online Lien Navigator, specifically developed for credit professionals, provides step-by-step time frames for all 50 states, D.C. and the Canadian provinces. The Navigator contains links to statute references, quick list sections and Speed Bump warnings that caution users of nuances in the law. With a Miller Act section, public bond thresholds and values, and a robust glossary, this Navigator serves as a comprehensive guide, 24/7. In addition to developing and maintaining the Lien Navigator, NACM s MLBS also prepares, serves, files and enforces preliminary notices, mechanic s liens and payment bond claims on a nationwide basis. MLBS offers two service levels: a construction filing service and an internally prepared NTO service. Both preliminary notice filing services include, at no additional charge, a Next Action Notification . These reminders are sent automatically to ensure that you will never miss a lien and suit deadline. For more information on NACM s Secured Transaction Services, visit STAFFING THE CREDIT DEPARTMENT NACM s Credit Career Center, provides a central network where you can advertise vacancies to over 35,000 experienced professionals and their companies nationwide. It provides a way for you to fill entry-level to executive management positions, securing staff in the areas of credit, collections, accounts receivable and cash flow. Whether your credit department is in need of full-time or temporary staffing assistance, NACM s Credit Career Center is a resource you should tap. Go to and choose Credit Career Center on the Services drop-down menu. NACM ADVOCACY NACM is at the forefront of the effort to promote the free flow of corporate credit information. Business credit management professionals have come to rely on NACM to fight for equitable bankruptcy laws before Congress, sound credit reporting regulations before federal regulatory bodies and fair judicial rulemaking within the U.S. Courts. Through lobbying efforts, consultations with lawmakers and regulators, and a sharp eye for the potential effects of legislation on the field of trade credit management, NACM ensures that the voice of credit management professionals is an active, visible force in Washington, D.C. THE NACM SCHOLARSHIP FOUNDATION NACM s Scholarship Foundation provides financial awards to deserving credit professionals. Through donations made by individuals and corporations to a silent auction held at the annual Credit Congress, as well as financial contributions to the Foundation, NACM is able to advance the educational and career development of future generations of credit and finance professionals. Please contact NACM s Meetings Department for more information and assistance. Your company can support NACM s Scholarship Foundation and earn a taxdeductible donation at the same time! w w w. n a c m. o r g
9 International Business Credit Established in 1919, FCIB is internationally recognized as the premier association for executives in Finance, Credit and International Business. With a membership of more than 1,100 global credit and trade finance professionals in 76 countries around the world, FCIB offers unique networking and educational opportunities, enhancing professional careers and improving company competitiveness and bottom line. FCIB is a division of and a wholly owned subsidiary of the National Association of Credit Management. INTERNATIONAL CREDIT AND RISK MANAGEMENT ONLINE COURSE SM Developed in partnership with the U.S. Department of Commerce, this interactive, 13-week, instructor-led online course drills down into the core of international credit and risk management. Upon completion of the course, you will have the opportunity to take a certification exam to earn the prestigious CICP (Certified International Credit Professional) lifetime designation. The International Certified Credit Executive SM (ICCE SM ) is an executive-level designation created for international credit and risk analysis professionals who are ready to make an impact on the world stage by excelling beyond their CICP designation. FCIB ANNUAL CONFERENCES Credit Congress is held in conjunction with NACM s Credit Congress. It is the premier event for international credit and trade finance professionals worldwide to learn about the latest credit trends, review market intelligence and share practical experiences and solutions. The Annual International Credit and Risk Management Summit held in Europe is an excellent opportunity to discuss hot topics specifically affecting the day-to-day workload of credit and finance professionals. FCIB delivers top-quality speakers in a relaxed atmosphere at some of the best venues around Europe. FCIB WORLDWIDE CREDIT REPORTS Every credit report is freshly investigated and personally verified by FCIB s on the ground source providers. Understanding that one credit report provider can t excel in every corner of the world, FCIB s source providers are carefully chosen and vetted. Count on FCIB to select the best source for you. With no contract required and three delivery speeds from which to choose, FCIB credit reports which include an advised credit recommendation and rating get a second opinion to supplement your investigation and credit decision process. The amount of information varies relative to each country s commercial practices and laws but usually includes: Advised dollar amount credit offering, based on report findings Credit Risk Rating Political Data Economic Data Business/Subject identification Banking information Business profile Primary suppliers Financial and legal records, including OFAC verification and compliance FCIB KNOWLEDGE AND RESOURCE CENTER Read breaking news, leverage free educational resources and stay on the cutting edge with recent third-party surveys. FCIB members have exclusive access to expert commentaries, sample forms, a discussion board and the World Trade Press A to Z Guide, a comprehensive online database containing business guides and providing in-depth coverage on 100 countries, representing 98% of the world s trade. POLITICAL RISK NEWSLETTER AND COUNTRY REPORTS BY THE PRS GROUP In partnership with the PRS Group, FCIB brings you two best in class risk assessment projucts. Political Risk Newsletter (PRL) A monthly newsletter that includes the Political and Economic Forecasts Table, which has 18-month and 5-year forecasts for turmoil, investment, transfer, and export risk in 100 countries. It also provides forecasts of real GDP growth, inflation and current account. Country Reports Country Reports for 100 countries. Their primary source of the economic data contained in each country s databank is the IMF. The IMF data is the most reliable, comprehensive, and timely source available for making comparisons between countries. FCIB and NACM members receive a 10% savings. w w w. n a c m. o r g
10 National Member Benefit Programs w w w. n a c m. o r g UNITED TRANZACTIONS UTA, a leading provider of payment processing solutions, makes accepting payments safer, faster and more affordable than ever before! As the preferred provider of financial services to NACM, UTA offers its members the finest services available in the industry today. Virtual Lockbox Learn more how UTA and DadeSystems s Virtual Lockbox solution goes well beyond traditional lockbox offerings by providing a complete end-to-end, automated A/R solution. Whether you re capturing payments in the field with a mobile device, in your own mail room, through a customer portal or with an existing lockbox provider, allow us to help you automate the matching of payments to open receivables and process straight through without any exceptions. Captures payments anytime, anywhere, with any device Integrates into your accounting/erp system Same day, intra-day processing Auto A/R posting and check clearing Integrate receivables repository provides real time info Check Guarantee Eliminate the fear of acccepting checks and the burden of check collections forever. Because with UTA, the leading check guarantee company in America, if your customers checks bounce, UTA will reimburse you IN FULL and will assume the tedious and difficult check collections process, not you. ACH Processing Collections and point of sale transactions can be made easily over a virtual terminal while completely eliminating any returned payments with our guarantee feature. What s more, funds are deposited into your account and accessible within one to two business days. Canadian ACH A powerful tool for businesses that want to initiate and receive electronic payments from customers with Canadian bank accounts. Credit Card Merchant Services Whether your concern is interchange management, PCI compliance, fraud or another critical payments topic, Vantiv has teamed with UTA to examine ways they can help you minimize your risk and processing expenses and maximize your customer experience. Discounted processing fees No application fees No monthly account fees Interchange management and PCI compliance support Dedicated technical help desk and support for NACM members With our merchant services program, you can enjoy full rate disclosure without any hidden fees or surcharges. Online Bill Pay Accelerate your cash flow while offering your customers the convenience of Online Bill Pay from UTA. It s fast. It s easy. And it s available 24/7 through a secure payment portal that s integrated with your company s website. Remote Deposit Capture Imagine no more trips to the bank and never having to worry about chargebacks, returned checks, per-check deposit fees, returned check fees or bank fees. UTA provides everything: a check-scanning machine, processing software, and full reporting at your fingertips. EBPP: Electronic Bill Presentment and Payment From achieving faster mail times through UTA s nationwide mail distribution to implementing our strategies to lower your postage costs, the opportunities for overhead savings from manual billing have never been so attainable. Even better, you can now electronically present invoices via , fax, or by displaying them on a custom built payment portal. To learn more about how UTA can add savings to your company s bottom line and eliminate risk and unwanted exposure, visit or call ext
11 GEICO DIRECT The GEICO Preferred Auto Insurance Program provides NACM members with a discount off the price of auto insurance. In a nationwide survey, new policyholders report saving an average of 15% by switching to GEICO. That s like getting almost two free months of car insurance in a year! In most states, NACM members can receive an additional 8% member discount (the discount varies in some states and is not available in all states). Call today to find out how much you could save. Call GEICO at INSUREEASYLIFE NACM has created a convenient one-stop shopping experience for members with an endless array of products from life and health insurance to retirement annuities. Available in all 50 states, these products are supported via a web-based enrollment system with access to free telephone consultations with product specialists. Our platform will allow our members to save money for valuable insurance and financial service products they require on a daily basis. NACM s new insurance platform makes it easy and is hassle free! INTERCALL The National Association of Credit Management s Member Conferencing Program from InterCall is ready to help your business save time and money with world class conferencing solutions from simple audio-conferencing to cutting edge webconferencing platforms such as WebEx and Adobe Connect. You will receive exclusive member pricing on both audio and web conferencing. There are no contracts to sign or minimum spending requirements, so sign up today! And now, NACM members have access to Microsoft Office 365, which delivers the power of cloud productivity to your business. Office 365 is a flexible per user/per month subscription service with a number of plan and service options. Call the Member Conferencing center at from 8am 8pm EST or visit to enroll. UPS Let NACM improve your bottom line with some of the most competitive rates available on shipping services with UPS. Enroll in the UPS Savings Program and save up to 34% on a broad portfolio of shipping services, including: Up to 34% on UPS Air letters including UPS Next Day Air * Up to 30% on UPS Air packages (1 lb.+)* Up to 32% on UPS International imports and exports Up to 16% on UPS Ground shipments Savings begin at 70% on UPS Freight shipments over 150 lbs. Whether you need your documents or packages to arrive the next day or are looking for the most affordable shipping option, UPS understands how important reliability, speed and cost are to meeting your business goals and your customers needs. With more service options, superior ground-delivery coverage and overnight delivery by 10:30am to more ZIP Codes than any other carrier, it s time to put the power of logistics to work for you. To enroll and start saving today, visit savewithups.com/nacm or call MEMBERS ( ), M-F, 8am-6pm. * Discounts exclude UPS Express Critical and UPS Next Day Air Early A.M. For more information, please call or visit w w w. n a c m. o r g
12 Driving Results Important Information about Your Professional Future National Association of Credit Management 8840 Columbia 100 Parkway, Columbia, MD Phone: Fax: April 2017 Edition
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