Portland 

Mission

The mission of the National Association of Credit Management's Credit & Financial Development Division shall be to promote active interest in the credit and financial profession, to develop and market educational programs that are vital to the development to the effective professional, and to be a viable force within the NACM network.

Vision

To dynamically impact the National Association of Credit Management's global vision by being the leader in educational programming and direction, thereby, setting industry standards for professional excellence.

Creditline Newsletter
download (PDF)

Portland Scholarship Application
download (PDF)

Join CFDD Portland
For information on membership in CFDD's Portland Chapter, call Tawnya Marsh, CBA, Membership Chairman, at 503.218.2527or email: tmarsh@crkt.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!


July Program

Program:
"Excel Tips for Credit Managers"

Steve will review Excel functions to help credit professionals gather and synthesize data. This presentation is designed to provide you with the tools and shortcuts to manipulate data in an efficient manner. Steve will cover spreadsheet sorting, views, arrangement, copy and paste shortcuts, and other shortcut tips. Presentation includes adding pivot table functions, look-ups, and conditional formatting as well. Bring your own laptop for hands-on-training.

Presenter:

Steve Amiel is a credit and collections manager at Tektronix Inc., a global life science technology manufacturer and distributor. He has assumed credit management roles at Graybar Electric, in the construction and electrical field, and Electrical Distributing Inc., in the consumer electronics field, in the last six years. Steve earned his post-baccalaureate degree in Accounting from Portland State University and his a Master's in Business Administration (Finance)  from Concordia University. Steve currently serves on the NACM Oregon Board as a Director  

Date and Time:
Thursday, July 10, 2014 
Professional Networking and Social Time: 5:30 - 6 p.m.
Dinner: 6 p.m. (Meeting starts at 6 p.m.)

Location
Doubletree Lloyd Center (Please note: Location change)
1000 NE Multnomah, Portland, Oregon

Menu:
Baby Spinach & Mixed Greens with Toasted Almonds, Mandarin Oranges; Sweet Onions and Sesame Vinaigrette; Roasted Willamette Valley Red Potatoes; Chicken Marsala with Sauteed Mushrooms; Chef’s Choice Side of Vegetables; Chef’s choice Desserts; Coffee, Decaffeinated Coffee and Tea.

Please contact Marilyn Rea, CCE, at marilynr@pacificwoodproducts.com if you have any dietary restrictions to request a substitution to the regular menu at least 2 days prior to the meeting.

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 Yvonne Prinslow, CCE, at 503.203.6495 or yvonneprinslow@hamptonaffiliates.com.


President's Message

I was honored to represent our chapter at the 2014 Credit Congress in Orlando—it did not disappoint!   Along with the great speakers and educational sessions, there were plenty of opportunities to network with other credit professionals from all over the country. It kicked off with an outstanding presentation by Janine Driver on body language and how we can use it to make a difference in any business or personal situation. The education sessions that followed offered a wide range of subjects including credit management, international credit, legal issues, and technology. I always learn something new and take back many ideas to integrate into my own job and department.

The educational sessions also provide topics for future programs. We will be having a joint planning session with the Salem/Albany Chapter on July 2 at Columbia River Knife and Tool at 5:30 p.m. All members are welcome to attend.

I attended the CFDD Luncheon at Credit Congress, where the Portland Chapter received several honors. In our classification, the chapter was awarded the “Excellence in Seminar/Workshop” for our February education retreat with Salem/Albany. Thank you to the Retreat Committee for a job well done! Our chapter was also awarded the “Greatest Percentage Net Increase in Chapter Membership.” Congratulations to everyone for your efforts in growing our chapter! Lastly, Carol Johnson, CICP, was awarded the Distinguished Member Achievement Award. This is the fifth year in a row that a Portland Chapter member has received this national award for our classification. Congratulations Carol!

The luncheon also installed the CFDD National Board for the 2014-2015 year, which includes two Portland Chapter members. I was installed as Area Director for the Portland and Salem/Albany Chapters and Charlene Gothard, CBA, was installed as Vice Chairman-Education, Programs, and Chairman Elect. Congratulations Charlene!  At the 2015 Credit Congress in St. Louis, Missouri, Charlene will be installed as CFDD National Chairman. We have budgeted additional scholarship dollars for next year so that more members can attend and show support for Charlene. I hope many of you will take advantage of this opportunity!

The Distinguished Member Award (DMA) nominations will be held this month and the form is included in this issue of the Creditline. If you feel that there is someone that has gone above and beyond for our chapter, I encourage you to submit your nomination. It is such a great feeling to honor those who have given so much of their time and effort to our organization. Please submit your nominations to DMA Chair, Charlene Gothard, by August 15.

Also, the CFDD National Conference in Minneapolis is just around the corner. There will be some great speakers and topics, plus there is a raffle for tickets to two Minnesota Twins games that will benefit the CFDD National Scholarship Fund. Please see me if you are interested in buying tickets.

Have a safe and fantastic Fourth of July! 

Best Regards,

Barbara A. Davis, CCE, CFDD Portland Chapter President

 


Officers & Board 2014-2015

 

President
Barbara A. Davis, CCE
barbara.davis@nwpump.com
Northwest Pump & Equipment
503.227.7867

Vice President
Marilyn Rea, CCE
marilynr@pacificwoodproducts.com
Pacific Architectural Wood Products
503.943.2396

Secretary
Ruth Moehnke
Columbia Steel Casting Co., Inc.
ruth_m@columbiasteel.com
503.286.0685 ext. 208

Treasurer
Debora Diamond-Burt, CBA, CICP
ddiamondburt@schn.com
Schnitzer Steel Industries, Inc.
503.721.5660

Chairman of the Board
Tawnya Marsh, CBA
tmarsh@crkt.com
503.218.2527

Publicity Chair
Kathleen Victoria
kathleen.victoria@kyocera.com
Kyocera Industrial Ceramics
360.750.6127

1-Year Directors
Yvonne Prinslow, CCE
yvonneprinslow@hamptonaffiliates.com
Hampton Lumber Sales
503.203.6495

Joy Henderson
jhenderson1@schn.com
Schnitzer Steel Industries, Inc.
503.220.5205

 

2-Year Directors
Tanna Cain
credit@staroilco.net
Star Oilco
503.283.1256