Portland

Creditline Newsletter
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Portland Scholarship Application
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Join CFDD Portland
For information on membership in CFDD's Portland Chapter, call Marilyn Rea, CCE, Membership Chairman, at 503-284-0024 ext. 18 or email:   marilynr@pacificwoodproducts.com or click here to download a membership application. 

About Our Chapter
The Portland Chapter of the Credit and Financial Development  Division of the National Association of Credit Management holds monthly educational meetings and offers numerous scholarships to credit professionals in our community.

Please click here to register for Portland CFDD events!


March Program

Program
"Credit Insurance - Minimizing Credit Risk"

Peter will explain what is credit insurance, how it can help us in the credit department, and how does it relate to receivables.

Presenter
Peter Marchel

Peter Marchel, JD, MBA, CPCU,  Financial Services Broker and Claims Advocate, Crump Insurance Services, has more than 21 years experience in legal and insurance matters. He has a unique background as a former Trial Attorney as well as General Counsel. Peter consults and negotiates complex claims, as well as offer assistance with policy language, structuring program audits, and development of financial risk solutions.

Mr. Marchel holds numerous insurance designations (CPCU, AIM, and AIS) and earned a Certificate in Total Quality Management from the University of Washington. He received his Law Degree, Master of Business Administration for Business, Government, and Not-for-Profit Management and a Certificate in Dispute Resolution from Willamette University. His undergraduate degree is from the University of Washington, BA Political Science and Communications. Peter serves on the Board of Directors for the Local CPCU.

Peter taught finance, investments and insurance law at the college level at Crichton College where he served as an adjunct professor.

Join Us
Thursday, March 11, 2010
5:30 p.m.

Location
Red Lion Convention Center
1021 NE Grand Ave., 6th Floor, Portland

Menu
Tuscan Getaway Buffet: Smoked Chicken and Rigatoni Pasta with Champagne Cream Sauce; Antipasto Platter; Grilled Vegetables; Assorted Flat Bread Pizzas; Breadsticks; Tiramisu; and regular/decaf coffee or hot/iced tea.

Program Cancellation Policy 
Please RSVP and provide cancellation to the Calling Committee's email about each CFDD meeting by 5 p.m. the Friday before the monthly educational meeting. Or contact Denise Dowless, Col Tab, Inc., at 503.233.2248, denise_coltab@revpub.com. The Red Lion Hotel has requested our meeting attendance by this time. Thank you.


President's Message

We had a great turnout at our February meeting to hear banker, Bill Jones, talk about the state of banking and how it is affecting business. The name of the game now in the banking world is “change.” Lending requirements have become stricter, advances against collateral have been reduced, and many times more collateral is required before a bank will lend to even an established business.  More than once, Mr. Jones talked about how this forces businesses to rely on their creditors for financing. And that is where you and I come into the picture for our companies. This is a stressful time for credit professionals.  For me, this makes the education and networking possibilities of CFDD, both locally and nationally, so important.

Jeff O’Banion gave us a great presentation at the February meeting on how to complete the applications for the CFDD National Scholarships. Don’t forget the deadline to submit scholarship applications for the CFDD National Scholarships is March 15, 2010. As Jeff stressed in his presentation, it is important to give thorough answers to all the questions on the scholarship
application, provide specifics on your reason for applying for each scholarship category, and submit your scholarship application timely. Please contact anyone on the Portland Chapter Board if you would like someone to review your application before you submit it online. We will also have a session before our March membership meeting to help members to complete their scholarship applications.

Another date to remember:  February 26, 2010, is the deadline to get the early bird registration rate for National Credit Congress in Las Vegas from May 17-19, 2010.

Election of our 2010-2011 Officers and Board members will take place at our chapter’s annual meeting in March.  I want to thank and congratulate the Portland Chapter members that have agreed to step up into these leadership positions next year. I also want to thank the Nominating Committee for their work to line up the strong slate of officers and directors for next year. 

Best regards,

Diane Snyder, CCE, CICP
Rodgers Instruments, LLC
CFDD President