Agenda
PICE Semi Annual Meeting
September 19-21 2005
Sheraton Colony Square, Atlanta Georgia
Monday,
September 19
8:30AM – 12:00 Noon – Board Meeting
(board
members only)
1:00-1:45PM – General Meeting
- President’s
Welcome
- Treasurer’s
report
- Membership
Committee Report
- Programs
Committee Report: Future meeting sites and topics
- Reports
& Surveys Report: DSO Survey participation, other surveys of interest
- Technology
report: System usage and participation, system enhancements, etc
2:00-3:00PM: “Understanding and complying
with Sales Tax Regulations”.
Sales taxes
are becoming more of a problem than ever before, as states scramble to generate
revenues. Although many sales tax issues are local, there are some common
threads that can be used as guidelines. Mike Goral of BDO Seidman will cover
some of the following topics:
- Use taxes (with mail order catalogue examples)
- Recent Supeme Court cases
- Escheatment: How long to retain records, when to turn
over funds
- …as well as other timely topics
(Note: If you have specific questions you want covered, please
email them to PICE prior to the meeting, and Mike will be prepared to discuss
them)
3:00
– 4:00PM Update
on Sarbanes-Oxley
SOX
is a constantly evolving issue, which make our jobs easier and more difficult
at the same time. PICE attorney Jim Anderson will bring us up to date on the
current status of these regulations and their impact on the credit department
6:00-9:00PM - PICE Welcome
Banquet – Einstein's Restaurant
Meet in the hotel lobby for the short walk to this charming local restaurant. Get acquainted with new attendees and make them feel welcome, reunite with old friends and enjoy a relaxing evening.
Tuesday, September 20
8:30AM
Continental Breakfast
9:00AM – 12:00 Noon “Credit Management:
From Back office to Corner Office”
Abe WalkingBear
Sanchez is the first visionary leader of the profit centered credit and
collection movement. Recognized as the leading practitioner in the field, he is
the developer of the copyrighted Profit System of B2B Credit Management and
the author of hundreds of business articles. In this new and timely program,
Abe presents an alternative to the old way of doing things. The goal of this
program is to provide Credit Mangers with the insight and training needed not
only to survive but also to prosper in the changing business environment.
12:00-1:00PM - PICE Luncheon
1:00 –
2:00PM - “Software Solutions for Credit Managers”
An exciting credit management software package available through Credit Strategy includes credit evaluation and credit limits, collections and deduction management. Jim Batterson of Credit Strategy will demo and explain the system and what it can do for us.
2:00-4:30PM
Round
Table Workshop Session - Maximizing the effectiveness of the credit department
Increased
workload and diminishing staffs mandates even greater productivity and
efficiency. We’ll share ideas and information with a view toward improving the
credit department and its performance. In addition we’ll address topics or
questions from the floor
6:00PM Farewell reception (Dinner
independently)
Wednesday,
September 21
8:30AM – Continental breakfast
8:45 AM – Verbal Interchange
This
session is being revamped to become more a learning experience, and less a
numbers one. Participants will be asked to concentrate more on the causes and
handling of their problem accounts, sharing insights and methods. In requesting
accounts for discussion members will be asked to:
- Select
for discussion accounts with which they have current, substantial exposure
- Explain
the reason for the inquiry
- Be
prepared with updated ledger experience
- Add any
other pertinent information
(This
session is monitored by PICE attorney to insure that it conforms to legal
guidelines governing the exchange of credit information)
12:00 Noon - Adjournment
