NACM Tampa

UCC Filings, Security Agreements & PMSIs in B2B Credit
2026-06-24 11:30 - 12:00 (America/New_York)
This session delivers a practical, business-focused overview of how UCC filings, security agreements, and Purchase Money Security Interests (PMSIs) function within B2B credit relationships. Designed for credit and risk professionals, the class explains how secured interests are created, perfected, and prioritized – and why misunderstanding any one of these elements can expose a company to unnecessary credit risk.
Participants will learn the distinct role each document plays, how they work together to protect creditor rights, and how to properly evaluate UCC records when reviewing credit applications or managing existing accounts.
Session Objectives
By the end of this session, participants will be able to:
• Distinguish between a security agreement and a UCC-1 financing statement
• Explain how a security interest is created vs. perfected
• Identify when a PMSI applies and why it carries enhanced priority
• Interpret UCC filings commonly found in B2B credit reviews
• Recognize common filing and documentation errors that weaken creditor protection
Takeaway
This session equips attendees with the clarity and confidence needed to assess secured credit positions, avoid false assumptions about protection, and strengthen internal credit practices.

Understanding Consumer Credit Reports
2026-06-23 10:00 - 11:00
Understanding consumer credit reports is essential when evaluating personal guarantees in commercial credit decisions. This session provides a practical overview of how consumer credit reporting works, including the role of the three major credit bureaus—Equifax, Experian, and TransUnion—and how differences in their data can impact what appears in a credit file.
Attendees will learn the key components of a consumer credit report, the difference between hard and soft inquiries, and how common scoring models such as FICO and VantageScore generate credit scores. The session will also explain why scores can vary between bureaus and highlight important credit patterns that often appear when reviewing a guarantor’s credit profile.
Designed for credit professionals who extend trade credit and rely on personal guarantees, this class will help attendees better understand the structure and mechanics behind consumer credit reports so they can interpret the information they see with greater clarity and confidence.

Unmasking Synthetic and Deep Fraud
2026-05-21 11:30 - 12:30
From synthetic identities to deepfake deception, fraudsters are getting smarter—and it’s time to fight back with knowledge and strategy.
What You’ll Learn:
• Synthetic Fraud: How fraudsters create fake identities using real and fabricated data—and the lasting impact on businesses and consumers.
• Deepfake Technology: How AI-powered deepfakes are being used for impersonation, social engineering, and financial scams.
• Detection & Legal Insight: Tools to identify deceptive practices and a look into the legal implications of combating AI-driven fraud.
Whether you’re in credit, finance, or collections, this is a must-attend session to stay ahead of the curve in fraud prevention.

Better Together - Credit & Sales
2026-05-13 11:30 - 12:30
Credit and Sales don’t have to feel like opponents on the same team. In this practical, real-world session, Deana will share how small shifts in communication, alignment, and shared expectations can turn tension into teamwork—so both departments win.
You’ll learn
• Why “competing goals” often create an adversary mindset between Credit and Sales—and how to reset that dynamic.
• Real-world examples of miscommunication (and how language choices can instantly change the tone, trust, and outcome).
• Actionable tips to build a strong Credit + Sales relationship and create an environment that encourages collaboration instead of conflict.
Who should attend
• Credit Managers & AR Leaders
• Controllers / Finance Leaders
• Sales Leadership & Account Managers
• Anyone navigating approvals, risk, terms, and customer relationships
Why attend
If you’ve ever thought “Sales promised what we can’t support” or “Credit is slowing us down,” this webinar is for you. Walk away with simple, repeatable ways to work better together—without sacrificing your standards or your customer relationships.

Latest Developments on Credit Card Surcharging & Fee Reductions
2026-05-12 11:30 - 12:30
In response to the evolving landscape of credit card surcharging regulations and fees, UTA is pleased to present this up-to-date presentation to provide surcharge guidance and innovative payment solutions.
During this webinar, you will:
• Learn about the current Card Network Surcharge Regulations, State Laws, and Implementation
• Understand the significant difference between Convenience Fees and Credit Card Surcharges
• Discover the additional card types and eligibility requirements to qualify for major rate reductions that were not previously available
• Gain knowledge on how Guaranteed Electronic Check payments are a fantastic alternative to credit cards with 70% – 85% lower costs and no risk of bounced payments due to NSF or Fraud
Don’t miss this opportunity to participate in an information-packed webinar featuring insights from the industry’s most knowledgeable experts. Register now to optimize your payment processes and stay ahead of the compliance and technology curve.

The Role of a Creditors' Committee as a Counterweight to the Debtor and Secured Lender
2026-04-15 11:30 - 12:30
Our program will delve into the essential role that a creditors’ committee plays in Chapter 11 cases to safeguard the interests of unsecured creditors. The session will start by exploring the formation of a creditors’ committee, highlighting the diverse types of creditors appointed to the committee and their varying interests. We will also discuss the advantages and disadvantages of committee membership, the goals of its members, and the role of committee professionals in their interactions with committee members. The speakers will then delve into the committee’s power to advocate for its unsecured creditor constituency. This includes negotiating and litigating Chapter 11 financing issues, actively participating in and litigating bankruptcy sales and Chapter 11 plans, and investigating and pursuing causes of action and lien challenges against the debtor’s secured lender and claims against the debtor’s insiders. Lastly, we will present case studies from our prior committee representations to provide real-world insights and examples.

The Intelligent AR Command Center: Turning Your Customer Portal into a Cash Flow Engine
2026-04-14 11:30 - 12:30
Finance teams are no longer just collecting payments, they’re engineering predictable cash flow.
As compliance requirements tighten, payment data standards evolve (CEDP), and customer expectations rise, traditional AR processes simply can’t keep up. Disconnected systems, manual follow-ups, and reactive dispute handling create friction, risk, and delay.
The modern customer portal changes everything.
In this forward-looking session in partnership with NACM, Serrala experts will explore how modern, intelligent customer portals are transforming AR from reactive collections into predictive, automated cash flow management.
You’ll learn how customer portals help you:
• Increase on-time payments (up to 95%) through predictive, frictionless self-service
• Reduce manual AR workload by up to 85% with intelligent automation
• Resolve disputes faster with real-time visibility and collaboration
Strengthen compliance and payment data control in the CEDP era

Word For Contracts, Manuals & Other Large Documents
2026-04-07 11:00 - 15:00
This course offers an in-depth exploration of advanced features in Microsoft Word, focusing on mastering the management and organization of long documents. Students will learn how to utilize advanced find and replace techniques, manipulate styles effectively, and navigate complex documents using tools such as the Navigation Pane and Outline View. Additionally, participants will gain expertise in creating automatic tables of contents and managing headers and footers.
Key Takeaways:
• Employ Advanced Selection Techniques: Utilize sophisticated methods to select and modify text efficiently, improving document editing and formatting tasks.
• Create and Apply Styles: Develop and use character, paragraph, and heading styles to ensure consistent formatting and enhance document structure.
• Navigate with the Navigation Pane: Use the Navigation Pane to efficiently navigate and organize complex documents, improving overall document management.
• Utilize Outline View: Implement Outline View to structure and review long documents, making it easier to manage and rearrange content.
• Generate Automatic Tables of Contents: Create and update a table of contents automatically, ensuring accurate and up-to-date document navigation.
• Manage Headers and Footers: Work efficiently with headers and footers to maintain consistency and professionalism throughout the document.
• Optimize Document Organization: Discover strategies for improving document organization and readability, making it easier to handle large volumes of content.
• Streamline Document Management: Explore best practices for managing and formatting long documents, enhancing productivity and document quality.

Credit Over Coffee: Leveraging Technology for B2B Credit Management
2026-03-20 11:30 - 12:00
Join us for a relaxed yet insightful 30-minute discussion group lead by Jason Torf, where we’ll dive into the essential aspects of B2B credit management over a cup of coffee. Whether you’re new to B2B credit or looking to refine your approach, these sessions will cover key topics in a casual, interactive format. Expect practical tips on evaluating creditworthiness, managing risk, and optimizing your accounts receivable process — all in a friendly, open environment where questions and discussion are encouraged.
These sessions are designed to offer real-world insights to help you navigate the complexities of B2B credit with confidence. Grab your coffee, bring your questions, and let’s discuss!
March 20 – Credit Over Coffee: Leveraging Technology for B2B Credit Management – The rise of AI and automation in credit management.

Enhancing Your Credit Policy and Procedures
2026-03-18 11:30 - 12:30
Are you ready to elevate your organization’s credit management practices? Join us for an in-depth class that will transform the way you approach credit policies and procedures. Whether you’re looking to reduce risk, streamline processes, or boost customer relationships, this session is designed to give you the tools, strategies, and insights to enhance your credit practices.
In this session, we will discuss how you can utilize a clear and comprehensive credit policy to:
1. Review and Update Credit Policies Regularly: Ensure that your organization’s credit policies align with current economic conditions and regulatory changes. Regular audits of credit practices can help identify areas for improvement.
2. Develop Clear Credit Guidelines: Establish clear, well-documented credit policies for assessing, approving, and managing credit risk. Including parameters for credit limits, payment terms, and handling overdue accounts.
3. Conduct Thorough Credit Checks: Perform comprehensive credit checks that assess financial history, business operations, and the likelihood of future payment defaults.
4. Leverage Technology: Use automated credit scoring tools and AI-based solutions to improve decision-making and reduce human error.
5. Understand Industry and Sector Risks: Evaluate not only the individual customer’s creditworthiness but also external factors such as market conditions, economic trends, and sector-specific risks.
This class is ideal for credit managers, financial officers, business owners, and anyone involved in managing company credit.
Join us and take the next step in mastering the art of a credit policy!

New Year, New Credit Application
2026-01-29 11:30 - 12:30
This course is designed to help businesses review, update, and optimize their credit application. Participants will learn the best practices for modernizing their companies credit applications, ensuring they meet the requirements of today’s standards, and address any gaps that could impede the recovery of debt in the event the account goes bad.
The class will cover key aspects such as financial documentation, legal considerations, and risk factors, that can streamline the application process.
By the end of this course, participants will:
1. Understand the components of a comprehensive, up-to-date business credit application.
2. Gain insights into common pitfalls and red flags to look for in a credit application.
3. Understand how to address potential concerns proactively in the application.
4. Learn strategies for improving your company’s credit application to help get you paid.

Credit Over Coffee: Impact of Late Payments on Business Cash Flow - Exploring how overdue accounts affect liquidity and financial health.
2025-12-11 08:00 - 17:00
Join us for a relaxed yet insightful 30-minute discussion group lead by Jason Torf, where we’ll dive into the essential aspects of B2B credit management over a cup of coffee. Whether you’re new to B2B credit or looking to refine your approach, these sessions will cover key topics in a casual, interactive format. Expect practical tips on evaluating creditworthiness, managing risk, and optimizing your accounts receivable process—all in a friendly, open environment where questions and discussion are encouraged.
These sessions are designed to offer real-world insights to help you navigate the complexities of B2B credit with confidence. Grab your coffee, bring your questions, and let’s discuss!
