Stay Out of Trouble: Learn Best Practices to Manage Your Credit

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Description

Stay Out of Trouble: Learn Best Practices to Manage Your Credit
Are you a business owner looking to extend credit to your customers? Do you want to learn the best practices for managing credit risk and maximizing your cash flow? If so, this session is for you!

In this informative session, you'll discover the key principles and best practices for extending credit to your customers. You'll learn how to evaluate creditworthiness, set credit limits, establish payment terms, and manage collections.

Our experienced speakers will share real-world examples and case studies to illustrate the dos and don'ts of credit extension. You'll come away with a clear understanding of how to minimize risk while maximizing the benefits of offering credit to your customers.

Whether you're a small business owner or a seasoned finance professional, this session is a must-attend for anyone looking to extend credit. Register now to reserve your spot!

Contributors

Tracy Bech

Chief Executive Officer at Good Path Consulting, Partner at 60 Minute CFO
Tracy is a serial entrepreneur and business consultant specializing in facilitating CEOs in sharing best practices within confidential CEO Forums. She focuses on financial analysis, business development, facilitating connections and entrepreneurship.

Tracy's CEO Forums bring together owners and entrepreneurs in the moving industry who share information, best practices and benchmarking statistics.

Tracy is instrumental in the creation of 60 Minute CFO Academy online courses to help business leaders better understand what their financial statements are telling them, and to finally understand what their banker, accountant, CPA and CFO are saying.
Domenic Di Loreto

Senior Vice President, Business Development

Domenic works with his talented sales team colleagues to manage client sales and service efforts throughout North America. This includes client retention and new business development for companies, in various industries, that can benefit from ABC’s services. As a department manager, he is also a member of ABC-Amega’s Leadership Team and feels very fortunate to collaborate with the all other department managers in an effort to further advance ABC-Amega’s culture, vision and strategic goals.
Domenic started at ABC-Amega in 2000, and holds 20 years of credit industry experience. Prior to joining the company, he worked in the banking industry as a commercial lending officer for 17 years. Domenic earned a BS in Management and Finance from Canisius College.
Dan Pike

Divisional Vice President, Credit Services
In his role as the Divisional Vice President of ABC-Amega’s credit services, Dan oversees the management and operations of the company’s credit groups, credit interchange database, conference and meeting coordination, and educational planning. He is responsible for the growth and service enhancement of ABC’s credit service offerings, including the development of new industry groups.

Dan joined ABC-Amega in 2020 as the Director of Motor Credit Services, where he facilitated the development and management of ABCD Motor Credit Group, the Aftermarket Suppliers Credit Group (ASCG), and the Marine Accessory Manufacturers Credit Association (MAMCA).

Prior to joining ABC-Amega, Dan earned a degree in economics from Elon University and began his professional career in commercial insurance and business planning. In 1992, he transitioned to the financial services division of a motor vehicle industry trade association, where he spent 28 years. During this time, Dan was responsible for the administration and facilitation of five credit discussion groups in various segments of the motor vehicle industry. He developed this role to include working as an advisor for General Unsecured Creditors’ Committees as well as serving as a bankruptcy distribution agent and Trustee.

Dan resides in Cary, North Carolina with his wife, Joy and their four-legged companion, Murphy. When he’s not working or traveling to support ABC-Amega’s credit groups, you might find Dan at a the Cary Downtown Farmers Market where he serves as Board president, working in his yard or volunteering in his community.
Brian Limperopulos

Brian Limperopulos has dedicated his professional life to advancing the professionalism and operational excellence of moving companies generally and IAM Members particularly. He began his career working for Security Moving and Storage in the Washington DC Metro Area before taking an opportunity at the International Association of Movers to develop and manage its member programs and services.

Brian has taken on many different responsibilities and roles since joining IAM in 2009. His success in these positions led to several promotions until his appointment to the position of IAM President in 2024. In this role, Brian is responsible for driving IAM forward toward its goals and achieving its mission.

Brian holds a B.A. in International Affairs from the George Washington University and is a Certified Association Executive (CAE), which is the highest professional credential in the association industry.

When he is not working at IAM, Brian spends time with his wife, Lena, mostly chasing after their son, Craig, and daughter, Molly. In his free moments, Brian enjoys playing and watching soccer as well as droning on about his favorite history podcasts.

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Description

Contributors

Tracy Bech

Domenic Di Loreto

Dan Pike

Brian Limperopulos