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2019 Credit Share Group 

Moderator: Ann Pitts, The Pitts Group 

Head shot Ann Pitts






Thursday, September 12, 2019

7:30 AM
Breakfast Available and Meeting Room Opens 

8:00 AM – 9:00 AM
Introductions & What You Came to Learn?

9:00 AM – 10:00 AM
Risk Management in Today’s Credit Climate & Preparing for the Future
Noll Saunders, Euler Hermes

10:00 AM – 10:10 AM
Break

10:15 AM – 11:00 AM
Organizing a High Performing Credit Department  
Bridget Collar, Coleman Oil Co.

11:00 AM – Noon
Breakout Discussion: 
• My biggest collection problem and lessons learned from rear view mirror

Noon – 1:00 PM
Networking Lunch Buffet

1:00 PM – 2:00 PM
Testimony of a CFO – What the CFO Needs From You: Reporting, KPIs & Dashboard
Scott Schwind, Midtex Oil and Teresa Blevins-Mize, Ricochet Fuel

2:00 PM – 3:00 PM
Now You Own It: Managing the Impact of an Acquisition
Group Discussion led by Ann Pitts, The Pitts Group 

3:00 PM – 3:10 PM
Break

3:10 PM – 4:10 PM
Breakout Discussion:
• Organization of my Perfect Day and Handling Interruptions


4:10 PM – 5:00 PM
Negotiate Like a Pro – Never Meet in the Middle
Roger Barter, Corporate Intelligence Services

5:30 PM – 6:45 PM
Reception & Group Dinner

Friday, September 13, 2019

7:30 AM
Breakfast Available and Meeting Room Opens 

8:00 AM – 8:30 AM
Review of Yesterday’s Best Ideas & Take Aways

8:30 AM – 9:30 AM
Benchmarking A/R Statistics – Come Prepared to Share & Compare

9:30 AM – 9:50 AM 
Break to Check Out 

9:50 AM – 10:30 AM      
Try to See It My Way: Improving the Relationship Between Credit & Sales
Ann Pitts, The Pitts Group

10:30 AM – 11:15 AM
Breakout:
• Positive Ideas to Deal with Sales People & Other Employees
• Best Use of Technology in Credit Department


11:15 AM – 12:00 PM
Wrap Up and Future Topic Discussion
 

Sponsored By

Euler


Hotel Information

Hyatt Regency San Antonio Riverwalk

123 Losoya Street
San Antonio, Texas, 78205
(210) 222 1234