The Southwest Business & Construction Credit Conference Thursday & Friday, April 5th & 6th, 2018.

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1 The Southwest Business & Construction Credit Conference Thursday & Friday, April 5th & 6th, Lien, bond and notice information will be presented by attorneys practicing in these 14 states: Arizona California Colorado Hawaii Idaho Montana Nevada New Mexico North Dakota Oregon Texas Utah Washington Wyoming PLUS Experts in Collections, Lien, Bonds and Notice Issues for all 50 States Business credit topics include: UCC & Secured Transactions Financial Statements Bankruptcy reclamation & preference defenses Effective collection methods & techniques Credit application basics Collecting from bankrupt or insolvent customers A conversation with the Registrar of Contractors Business Ethics Leadership & Conflict Resolution Pay When/If Paid And more... Presented by Southwest Business Credit Services Now in its 18th year, this is the premier educational event in the Southwest for business credit managers in all industries, and for those who supply construction materials, labor or lend money for construction projects of any kind. Among the highlights are: Over 30 information-packed sessions. Lien, bond and construction law sessions covering 14 Western States. We bring the experts to you. Vendor s Exposition featuring new services and products of interest to credit professionals. The Sheraton Phoenix Airport Hotel & Conference Center 1600 South 52nd Street, Tempe, Arizona Click here for hotel Information Registration both days begins at 8:00 am. Refreshments at registration times as well as lunch both days, and all conference materials are provided at no additional cost. Who should attend: Credit managers, controllers, CFO s, attorneys, business owners, credit analysts, bank lending officers, contractors and collection professionals. Early Bird discounted tuition is now available! Register and pay by February 28th at these low rates: SWBCS Members: $ 399 Non-Members: $ 449 SWBCS Members After February 28th $ 449 $ 499 Non-Members (10% discount for 3 or more attendees from same company) Refer 2 paid non-members and you attend for FREE!!

2 Schedule of Events The 2018 Southwest Business & Construction Credit Conference Presented by Southwest Business Credit Services Our Premier Sponsor is BICA The Building Industry Credit Association Thursday, April 5th 8:00 am Registration & Continental Breakfast 8:30 am to 10:00 First Basic Arizona Lien Law 1800 California 1801 Texas 1802 The Arizona Registrar of Contractors 1803 Building Rapport to Get You Paid 1804 Mike Holden, Esq. Michael Murray, Esq. T. Ragon Richey, Esq. Nicole Sornsin Jeff Wills Tracy Bullock 10:00 am Break & Expo 10:15 am to 11:45 Second New Mexico 1810 California 1811 Texas 1812 Colorado 1813 Conflict Resolution 1814 Mike Menicucci, Esq. Michael Murray, Esq. T. Ragon Richey, Esq. Mark Gruskin, Esq. Tracy Bullock 11:45 am Lunch & Expo 1:00 pm to 2:30 Third New Mexico 1820 Advanced Arizona 1821 Doing Business With Marijuana Growers 1822 Colorado 1823 Leadership Skills 1824 Mike Menicucci, Esq. Mike Holden, Esq. Mike King, Esq. Mark Gruskin, Esq. Tracy Bullock 2:30 pm Break & Expo 2:45 pm to 4:15 Fourth Pay When Paid Pay If Paid, Az & CA 1830 Nevada 1831 The Ethical Credit Manager Saves The Day 1832 Hawaii NEW THIS YEAR!! 1833 Developing & Implementing Credit Policy 1834 James Hanson, Esq. Brian Pezzillo, Esq. Mike King, Esq. Scott I. Batterman, Esq. Rich Adams Alan Greenberg 4:15 Hosted Poolside Social & Happy Hour Compliments of Credit Management Association Friday, April 6th 8:00 am Registration & Continental Breakfast 8:30 am to 10:00 First Financial Statements: What to Look For 1840 Oregon 1841 Effective Credit Applications 1842 Transaction Privilege Tax Critical Updates 1843 The UCC and Other Secured Transactions 1844 Robert Shultz Douglas Hookland, Esq. James B. Reed, Esq. Chris Hering, Esq. Gregory P. Gillis, Esq. 10:00 am Break & Expo 10:15 am to 11:45 Second Keys to Successful Collection Negotiations 1850 Washington 1851 Arizona 1852 Utah & Idaho 1853 My Customer Filed Bankruptcy! What Must I Do? 1854 Robert Shultz Douglas Hookland, Esq. James B. Reed, Esq. Dana Farmer, Esq. Gregory P. Gillis, Esq. 11:45 am Lunch & Expo 1:00 pm to 2:30 Third Frazzled, Floundering and Frustrated? Dealing With Stress 1860 North Dakota 1861 Public Bonds, Little & Big Miller Act, P3 Projects 1862 Wyoming & Montana 1863 The Latest Credit Tools From SWBCS 1864 Robert Shultz Douglas Hookland, Esq. James B. Reed, Esq. Dana Farmer, Esq. Rich Adams Bill Weiss

3 2018 Southwest Business & Construction Credit Conference Schedule of Events at a Glance Thursday, April 5th 8:00 8:30am Registration & Continental Breakfast Friday, April 6th 8:00 8:30am Registration & Continental Breakfast 8:30 10:00am Concurrent Educational s 8:30 10:00am Concurrent Educational s Basic Arizona Why Review Financial Statements? California Oregon Texas Effective Credit Applications Avoid Lawsuits Arizona Registrar of Contractors Transaction Privilege Tax Critical Updates Building Rapport To Get You Paid The UCC And Other Secured Transactions 10:00 10:15am Break & EXPO 10:15 11:45am Concurrent Educational s New Mexico California (encore of session 1801) Texas (encore of session 1802) Colorado Conflict Resolution 11:45am 1:00pm Lunch & EXPO 1:00 2:30pm Concurrent Educational s New Mexico (encore of session 1810) 10:00 10:15am Break & EXPO 10:15 11:45am Concurrent Educational s Keys To Successful Collection Negotiations Washington Arizona Utah & Idaho My Customer Filed Bankruptcy. Now What? 11:45am 1:00pm Lunch & EXPO 1:00 2:30pm Concurrent Educational s 2:30 2:45pm 2:45 4:15pm Advanced Arizona Doing Business With Marijuana Growers Colorado (encore of session 1813) Leadership Skills Break & EXPO Concurrent Educational s Pay When Paid / Pay If Paid Dealing With Credit Department Stress North Dakota Public Bonds, Little/Big Miller & P3 Projects Wyoming & Montana The Latest In Credit Tools From SWBCS Nevada The Ethical Credit Manager Saves The Day NEW THIS YEAR Hawaii Developing & Implementing Credit Policy 4:15pm Hosted Social & Happy Hour Ask for a demo of The Construction Credit ReportTM! All of this information in one report: Trade Credit Data Mechanics Liens & Lien Releases Judgments Bankruptcy Filings Tax Liens Ability to View Filed Public Documents Contractor Licensing Information

4 8:30 10:00am Thursday Morning, April 5th Basic Arizona Speaker: Michael Holden, Esq., Holden Willits, PLC, Phoenix, Arizona Mike Holden will cover the basics of Arizona lien, bond and notice statutes that all material suppliers and contractors must be aware of in order to secure payment rights California This session is repeated in session # 1811 Speaker: Michael Murray, Esq., Lanak & Hanna, Orange, California The State of California has among the most intricate lien and notice statutes in the nation. In this session, California attorney Michael Murray explains what material suppliers need to know to secure lien rights and get paid when working on projects in California Texas This session is repeated in session # 1812 Speaker: T. Ragon Richey, Esq., T.R. Richey Law Firm, PC, Dallas, Texas each State. In this session, Texas attorney Ragon Richey explains what material suppliers need to know to secure lien rights and get paid when working on projects in Texas The Arizona Registrar of Contractors Speakers: Nicole Sornsin, Chief Counsel Jeff Wills, Chief of Investigations Arizona Registrar of Contractors, Phoenix, Arizona Ms. Sornsin and Mr. Wills are well experienced in matters concerning the Arizona Registrar of Contractors and will review the regulatory and enforcement powers of the Registrar and offer insights into how suppliers may seek assistance from the Registrar in dealing with less than scrupulous contractors Building Rapport to Get You Paid Speaker: Tracy Bullock Sandler Training, Phoenix, Arizona Customer relationships are equally important in credit as in sales. This session will sharpen your communication skills and provide valuable insights into building lines of communication. 10:15 11:45am 2018 Educational s, Southwest Business & Construction Credit Conference New Mexico This session is repeated in session # 1820 Speaker: Michael Menicucci, Esq., Calvert Menicucci, P.C., Albuquerque, New Mexico each State. In this session, Albuquerque-based attorney Mike Menicucci explains what material suppliers need to know to secure lien rights and get paid when working on projects in New Mexico. 10:15 11:45am cont. Thursday Morning, April 5th California This is a encore of session #1801 Speaker: Michael Murray, Esq., Lanak & Hanna, Orange, California The State of California has among the most intricate lien and notice statutes in the nation. In this session, California attorney Michael Murray explains what material suppliers and contractors need to know to secure lien rights and get paid when working on projects in California Texas This is a encore of session #1802 Speaker: T. Ragon Richey, Esq., T.R. Richey Law Firm, PC, Dallas, Texas each State. In this session, Texas attorney Ragon Richey explains what material suppliers need to know to secure lien rights and get paid when working on projects in Texas Colorado This session is repeated in session # 1823 Speaker: Mark Gruskin, Esq., Senn Visciano Canges, P.C., Denver, Colorado to construction projects in Colorado. Mr. Gruskin will provide information essential to help secure your rights and get paid Conflict Resolution Speaker: Tracy Bullock Sandler Training, Phoenix, Arizona Relationships within the company can become strained, especially when there are credit and payment related issues in conflict. Experienced business coach and trainer Tracy Bullock will outline time tested methods of overcoming conflict in order to retain and build relationships, ultimately securing payment. 11:45am-1:00pm Lunch 1:00 2:30pm Thursday Afternoon, April 5th New Mexico This session is an encore of session # 1810 Speaker: Michael Menicucci, Esq., Calvert Menicucci, P.C., Albuquerque, New Mexico each State. In this session, Albuquerque-based attorney Mike Menicucci explains what material suppliers need to know to secure lien rights and get paid when working on projects in New Mexico.

5 2018 Educational s, Southwest Business & Construction Credit Conference Thursday Afternoon, April 5th Thursday Afternoon, April 5th 1:00 2:30pm Advanced Arizona This session is an advanced version of session #1800 Speaker: Michael Holden, Esq., Holden Willits, PLC, Phoenix, Arizona Mr. Holden expands on his basics program in session #1800 and delves into greater technical and legal detail with actual case studies Doing Business With Marijuana Growers: Don t Let Your Profits Go Up In Smoke! Speaker: Michael R. King, Esq., Gammage & Burnham, PLC, Phoenix, Arizona Veteran attorney Mike King will present highlights of the legal challenges associated with doing business with the emerging cannabis grower market given from a supplier viewpoint Colorado This session is an encore of session # 1813 Speaker: Mark Gruskin, Esq., Senn Visciano Canges, P.C., Denver, Colorado to construction projects in Colorado. Mr. Gruskin will provide information essential to help secure your rights and get paid Leadership Skills Speaker: Tracy Bullock Sandler Training, Phoenix, Arizona Experienced trainer and professional coach Tracy Bullock offers time tested leadership skills you can take back to work and immediately put into practice. 2:45 4:15pm Pay When Paid/Pay If Paid Issues in Arizona & California Speaker: James Hanson, Esq., Lang & Klain, P.C., Scottsdale, Arizona Former General Counsel to the Arizona Registrar of Contractors Jamie Hanson, Esq. explains the essentials of Pay When/If Paid clauses in construction contracts, and highlights what credit managers need to look out for to avoid pitfalls Nevada Speaker: Brian Pezzillo, Esq., Howard & Howard, Las Vegas, Nevada each State. In this sessions, Nevada attorney Brian Pezzillo explains what material suppliers need to know to secure lien rights and get paid when working on projects in Nevada The Ethical Credit Manager Saves the Day Speaker: Michael R. King, Esq., Gammage & Burnham, PLC, Phoenix, Arizona In this discussion of ethics in credit and collections, Mr. King defines why it is important to apply ethics in the business operations, and uses specific case situations to illustrate the point. Expect an interactive and informative presentation. 2:45 4:15pm Hawaii NEW THIS YEAR! Speaker: Scott I. Batterman, Esq., Clay Chapman Iwamura Pulice & Nervell, Honolulu, HI each State. In this session, attorney Scott Batterman explains what material suppliers need to know to secure lien rights and get paid when working on projects in the Hawaiian Islands Developing and Implementing Effective Credit Policies Speakers: Richard J. Adams, Jr., CCE Alan Greenberg Southwest Business Credit Services, Phoenix, Arizona Veteran Credit Executives Alan Greenberg and Rich Adams lead an interactive discussion of the elements a credit policy must include. Bring your credit policy to review, share and discuss. 8:30 10:00am Friday Morning, April 6th Financial Statements: What to Look For Speaker: Robert Shultz, Managing Partner, Cutting Edge Business Resources & Solutions (CEBRS) Credit Executives often are faced with financial statements of various description and complexity when evaluating applications and credit reviews. Veteran Credit Pro Bob Shultz cuts to the chase and identifies the key elements of financial statements that should be scrutinized Oregon Speaker: Douglas Hookland, Esq., Scott, Hookland, LLP, Tigard, Oregon This session will focus on and examine the critical notice and to construction projects in Oregon. Doug Hookland will provide information essential to help get your company paid Effective Credit Applications Avoid Costly Lawsuits Speaker: James B. Reed, Esq., Baird, Williams & Greer, LLP, Phoenix, Arizona Your credit application can be one of the most important tools you have, both to extend credit as well as collect your accounts. This session will examine the essential points all credit applications must have to protect your company s rights and interests Transaction Privilege Tax (TPT) Critical Updates Speaker: Christopher L. Hering, Esq., Gammage & Burnham, PLC, Phoenix, Arizona The TPT law is subject to legislative change. Contractors and their suppliers are affected, and reporting and licensing requirements can change. This session will update you on the latest interpretations of these changes and how your company is affected by the new law.

6 Friday Morning, April 6th The Uniform Commercial Code and Secured Transactions Speaker: Gregory P. Gillis, Esq., Sacks Tierney, P.A., Scottsdale, Arizona Often complex and confusing, the UCC presents unique challenges to credit grantors. Greg Gillis will simplify the UCC, and explain through examples how secured transactions can be an effective tool for the credit manager. 10:15 11:45am 2018 Educational s, Southwest Business & Construction Credit Conference Keys to Successful Collection Negotiations Speaker: Robert Shultz, Managing Partner, Cutting Edge Business Resources & Solutions (CEBRS) If you are involved in the collection process at any level, effective negotiation is an essential part of your success. 30-year credit and finance veteran Robert Shultz will share his timetested negotiation tools and techniques to help you improve your collection results Washington Speaker: Douglas Hookland, Esq., Scott Hookland, LLP, Tigard, Oregon to construction projects in Washington State. Mr. Hookland will provide timely information and arm you with the knowledge to help get your company paid Arizona Speaker: James B. Reed, Esq., Baird, Williams & Greer, LLP, Phoenix, Arizona Jim Reed will cover the basics of Arizona lien, bond and notice statutes that all material suppliers and contractors must be aware of in order to secure payment rights Utah & Idaho Speaker: Dana Farmer Esq., Durham, Jones & Pinegar, P.C., Ogden, Utah to construction projects in Idaho and Utah. Mr. Farmer, who is admitted to practice law in several western states will provide information essential to help get your company paid. 1:00 2:30pm Friday Afternoon, April 6th Frazzled, Floundering and Frustrated? Dealing With Credit Department Stress Speaker: Robert Shultz, Managing Partner, Cutting Edge Business Resources & Solutions (CEBRS) The title says it all. Join this interactive discussion and unwind! North Dakota Speaker: Douglas Hookland, Esq., Scott Hookland, LLP, Tigard, Oregon This course will focus on the critical notice and statutory requirements essential for those supplying materials to construction projects in North Dakota. Mr. Hookland will provide information essential to secure your lien and bond claim rights Public Bonds, Big and Little Miller Act and P3 Projects Speaker: James B. Reed, Esq., Baird, Williams & Greer, LLP, Phoenix, Arizona Statutes, notice requirements and regulations are different for each of these public project situations. Jim Reed will clarify what is needed to secure payment rights in these projects Wyoming & Montana Speaker: Dana Farmer Esq., Durham, Jones & Pinegar, P.C., Ogden, Utah statutory requirements essential for those supplying materials to construction projects in both Montana and Wyoming. Mr. Farmer, who is admitted to practice law in several western states will provide information essential to help get your company paid The Latest in Credit Information Tools From SWBCS Speakers: Bill Weiss, Vice President, Ansonia Credit Data, Olympia, Washington Richard J. Adams, Jr., CCE, President & CEO, Southwest Business Credit Services, Phoenix, Arizona Learn and see the latest tools available to make your job easier, and your credit investigation process more efficient and cost effective. We appreciate the support of our sponsors. Our 2018 Premier Sponsor is BICA My Customer Filed Bankruptcy! What Must I Do? Speaker: Gregory P. Gillis, Esq., Sacks Tierney, P.A., Scottsdale, Arizona Experienced attorney Greg Gillis answers that critical question that most credit managers regularly face. Moreover, in this session Mr. Gillis discusses means and methods of collecting from bankrupt customers when a reorganization fails or a liquidation is filed. 11:45am-1:00pm Lunch

7 REGISTER HERE! This is the only conference offering experts from 14 Western States presenting the latest essential lien law information that material suppliers, contractors, lenders and all others who extend credit in the construction industry need to know. Not a construction industry credit professional? There s plenty offered for you as well! Refresh your skills and those of your staff in 14 other credit and collection related sessions ranging from entry level to executive. For those attendees desiring to book a room at the Sheraton conference hotel, a special conference room rate has been negotiated. Contact the Sheraton at or click here and refer to the Southwest Business & Construction Credit Conference for the special rate. To register for the conference simply complete this form, scan and to creditinfo@swbcs.com, fax to , or mail to the address below. Questions? or creditinfo@swbcs.com Name(s): list additional attendees on next line Company: Member # Address: City/State/Zip: Phone: address: (We respect your privacy. We do not sell or share addresses. ) payment enclosed: $ bill member account: charge to credit card: VISA MasterCard AMEX Card number: Expiration date: / CVV number: Cardholder Name: Card billing address: City: State: Zip: Scan and to creditinfo@swbcs.com, fax to or mail registration and payment method to: Southwest Business Credit Services P. O. Box 11274, Phoenix, Arizona Cancellations must be received 72 hours prior to the event to avoid full price billing. No-shows will be billed at full price.