Scott Anderson, Ph.D
Scott Anderson, Ph.D

Scott Anderson is a director and senior economist at Wells Fargo with more than 15 years of experience in the field of macroeconomics. Based in Minneapolis, he is responsible for the analysis and forecasting of international, national and regional economic trends. Scott was recently named one of the Top 10 economic forecasters in the country by USA Today for 2008. Before joining Wells Fargo as senior economist in 2001, he held positions at Moody’s Economy.com in Philadelphia, and the International Monetary Fund in Washington, D.C.

Dr. Anderson provides daily analyses of U.S. economic releases, and contributes to the Wells Fargo Economics’ macroeconomic forecast. He authors the Wells Fargo California and Minnesota Outlook reports, and contributes to both the Monthly Fixed Income report, and the Weekly Financial Market Strategies report. He also covers the economies of Japan, Singapore, South Korea, and Taiwan.

Dr. Anderson’s research is widely read by the financial and business community. He has appeared in numerous media including CNBC, Bloomberg, MSNBC, CBS MarketWatch, BBC, and NPR; and publications including the Wall Street Journal, New York Times, Financial Times, Washington Post, Los Angeles Times, Chicago Tribune, USA Today, and San Francisco Chronicle.

He received his bachelor’s degree in economics from the University of Minnesota, and both his masters of philosophy in economics and his doctorate in economics at George Washington University.

Since 2005, he’s been a member of the American Bankers Association Economic Advisory Committee and the Federal Reserve’s Survey of Professional Forecasters. He joined Western Blue Chip Forecasts’ regional forecasting panel in 2001. Since 2004, he’s been a member the National Association of Business Economists’ Macroeconomic Forecasting Panel, the Financial Roundtable Committee, the macro-forecasting panel of the Bureau of National Affairs Forecasts, and the USA Today and Wall Street Journal macroeconomic forecasting panels.

Dr. Anderson presents Focus on BRICs—Brazil, Russia, India, China—and Their Future on Friday morning.

Dawson Beattie
Dawson Beattie

Dawson Beattie currently heads up Wells Fargo Insurance Services USA, Inc. trade credit & political risk practice. He brings a unique career and valuable perspective to companies seeking accounts receivable and accounts payable risk management and financing solutions. In 16+ years he has served as a buyer, underwriter, broker of credit & political risks insurance, and national sales manager for AR puts.

He began his career with Citibank in Global Trade Finance division in New York, and then moved to Citicorp International Trade Indemnity in 1996 where he underwrote political risk and trade credit insurance programs globally for Citibank and Fortune 1000 companies.

In 2001 he took a position with Aon Risk Services in San Francisco as Aon Trade Credit’s West Region Sales Manager for trade credit insurance, brokering trade credit insurance policies for multinational companies. In 2005 he accepted Wells Fargo Bank’s invitation to spear head Acordia Insurance Services’ trade credit insurance initiative in Western region; working with both Companies and bankers to facilitate international and domestic risk management programs and financings. In 2007 he took the newly developed position of national sales manager for credit products, primarily AR puts, within Wells Fargo Securities.

Following Wells Fargo Bank acquisition of Wachovia, he returned to working on behalf of companies as head of trade credit and political risk team in the now named Wells Fargo Insurance Services USA, Inc.

Mr. Beattie graduated from Furman University and holds a masters degree from Thunderbird Graduate School of International Management. He resides in San Francisco, California.

Mr. Beattie presents Moving Back into the Front Seat: When Credit Risk Management Means Revenue and Liquidity on Thursday morning.

Jessica Butler
Jessica Butler

Jessica Butler is the founder of Attain Consulting Group. Creating Attain after discovering her passion and talent for helping companies reduce chargebacks and deductions, Ms. Butler is still personally involved with every client. Known throughout the industry as an expert and thought leader in the area of deduction management and negotiation, Ms. Butler is frequently published and is a highly sought-after speaker at conferences and seminars. Through the creation of the Compliance Advisory Board, she leads a prestigious group of companies in the development of Best Practices surrounding current chargeback and deduction issues.

A former partner with the International Accounting and Management Advisory firm of Grant Thornton, LLP, Ms. Butler has over 20 years of consulting experience and has dedicated most of the past decade to focusing exclusively on deduction and chargeback management.

Jessica is a CPA and received her MBA in Finance from New York University.

Ms. Butler presents M.M.S.C.A. Retail Action Group Panel—The Benefits of Communication & Collaboration on Thursday afternoon and The Realities of Outsourcing and Keys to Success on Friday morning.

Dennis Cantalupo
Dennis Cantalupo

Before joining Creditntell.com, Dennis Cantalupo began his career with Chase Manhattan Bank as an Interest Rate Swap Analyst, eventually moving to a senior position where he further analyzed the intricacies of hedging fixed income debt with Exotic Interest Rate Swaps.

After his tenure on the derivative side, Mr. Cantalupo moved to the fixed income end as a Syndicate Associate with Chase Securities’ Corporate Bond Underwriting group. In this position, Dennis helped high-profile corporations raise needed capital through the issuance of debt securities.

Since joining the Creditntell.com analyst team in May 2000, Mr. Cantalupo has conducted in-depth analyses of high-risk companies and has been especially instrumental in the continued development of Creditntell.com’s products and services.

Mr. Cantalupo received a BS in Finance from the University of South Florida and his MBA in Accounting from Colorado Technical University

Mr. Cantalupo presents The Current State of Retail: Economic & Retail Trends for 2010 on Wednesday morning.

Bill Creim
Bill Creim

Bill Creim is a partner in the law firm of Creim, Macias, Koenig & Frey LLP. Mr. Creim and his firm work with credit managers throughout the country on the great variety of legal issues involving credit including collections, business, litigation, bankruptcy, and antitrust.

A frequent speaker to several credit industry groups, he has presented over 350 seminars emphasizing practical legal and business issues to trade groups and individual companies, and has had several articles published on UCC law, collections, preferences, and bankruptcy.

Mr. Creim received his undergraduate degree summa cum laude with highest departmental honors from U.C.L.A. where he was elected to Phi Beta Kappa membership, and his legal degree from the University of Southern California where he served on the editorial board of the Law Review and received Order of the Coif honors. He was named one of the “50 Most Influential People in Credit” by Credit Today.

Mr. Creim presents Looking Toward the Future on Tuesday afternoon and Wednesday morning.

Susan Duncan
Susan Duncan

Susan Duncan is Registered Principal of her own financial services office. LPL Financial Services holds her NASD licenses. She has over 20 years of experience in financial services and accounting. Ms. Duncan advises clients utilizing statistical analysis to formulate and implement appropriate investment strategies. Her clients include high net worth individuals, trusts, non-profits, company retirement plans, and CEOs of publicly traded companies. Additionally, she offers objective credit analysis of large and publicly traded companies and financial advice to those going through life changes.

Ms. Duncan holds a B.S. degree from the University of Southern California and earned her M.B.A., with distinction, from Ellis College, New York Institute of Technology. She is a Certified Investment Management Analyst through the Wharton School of Business.

Ms. Duncan presents Looking Toward the Future on Tuesday afternoon and Wednesday morning.

Stephen Elson
Stephen Elson

Steve Elson’s twenty plus year banking and commercial finance career has covered a wide swath of activities, including commercial aircraft financing, structured export finance, off balance sheet inventory structures, and supply chain finance. He currently is the Product Head for the Sales Finance programs for the Wells Fargo Supply Chain Finance team. Sales Finance programs include Key Accounts Purchase programs for large ticket investment grade accounts receivable, as well as Portfolio Purchase programs involving a higher level of account debtor receivables management and servicing. Sales Finance programs are frequently cross-border and nuanced to achieve client balance sheet objectives.

Mr. Elson has worked for Wells Fargo and 3 of its predecessor institutions—Wachovia, First Union, and Southeast Bank. Prior to his current role with Wells Fargo, he was Global Product Head of Distribution Finance at Citibank. He also worked for GE Commercial Finance.

Mr. Elson graduated from the University of Notre Dame and resides in Miami, Florida.

Mr. Elson presents Moving Back into the Front Seat: When Credit Risk Management Means Revenue and Liquidity on Thursday morning.

Jeff Jankowiak
Jeff Jankowiak

Jeff Jankowiak is a partner at International Risk Consultants, Inc., where he oversees activities in the western U.S. A member of the largest global network of trade credit insurance brokers, IRC specializes in credit and political risk insurance, credit risk mitigation, and trade finance structuring.

Previously, as Vice President of Marketing, Finance & Administration at capital equipment manufacturer Cozzini, Inc., he developed and operated a trade finance and credit group for short- and medium-term credit exposures, and created structured trade programs for Latin America, Eastern Europe, and Russia. Before that he was Chief Operating Officer of an agricultural consulting service.

An active member of FCIB (NACM) and a member of its Board of Directors, he is a graduate of Michigan State University.

Mr. Jankowiak presents The Future of Trade with China and Taiwan on Wednesday morning.

Dr. Chris Kuehl
Chris Kuehl

Dr. Chris Kuehl is a widely-respected economist with a rare combination—95% accuracy plus a sense of humor. His analyses and prognoses are easy to understand, useable by business leaders, and (best of all) correct and prescient. His presentations guide the audiences from macro-economic trends to individual action plans. With intelligence, clarity, and humor, he makes listening enjoyable as well as rewarding.

Dr. Kuehl is Managing Director of Armada Corporate Intelligence, founded in 1999 to provide private intelligence briefing services for Fortune 500 companies. Their seven publications, including the daily Business Intelligence Briefs, have 650,000 readers worldwide.

A popular speaker with 125 appearances around the globe each year, he is Chief Economist for KMBZ Radio in Kansas City and seven other organizations:

  • Fabricators and Manufacturers Association
  • National Association of Credit Managers
  • National Association of Lighting Manufacturers
  • Missouri CPA Society
  • Kentucky CPA Society
  • Greater Kansas City Chamber of Commerce
  • Market Research Association

Dr. Kuehl has included Riemer Week on his busy schedule since 2003, and we are happy to welcome him back.

Dr. Kuehl presents The Recovery—Not for the Faint of Heart on Wednesday afternoon and Making the Most of the New Global Economy on Thursday afternoon.

Richard C. Macias
Richard C. Macias

Richard C. Macias is a partner in the Creim Macias Koenig & Frey LLP law firm where he practices in the areas of commercial and business litigation. He has over twenty years of private practice experience representing financial institutions, manufacturers, and trade suppliers. Prior to this period, he served in the office of the Los Angeles City Attorney as a prosecutor and then as Special Counsel. He has also been on the adjunct faculty of Loyola Law School in Los Angeles, and has lectured and written extensively on topics of interest to business and trade creditors.

He received a B.A. from Pomona College, and a J.D. from Harvard Law School where he was a member of the Harvard Civil Rights & Civil Liberties Law Review.

Mr. Macias answers your credit law questions in Legal Issues for Credit Managers—A Question & Answer Session on Friday morning.

James A. Menard, CCE
James A. Menard, CCE

Over the last thirty five years, Jim Menard has held Credit Management positions at International Video Corporation, Litton Industries Credit Corporation, Clossco (Adidas), Verbatim Corporation, Digital Equipment, Wyse Technology, Adaptec and Boyd Corporation. Previous to his credit management experience he was in banking for 10 years with First National Bank of San Jose (Bank of the West) and Bank of America. Currently Mr. Menard is semi-retired and involved with teaching Credit Management classes, webinars, lecturing and presenting seminars on credit topics.

He obtained his B.A. degree from St. Mary’s College in Moraga and his MBA in Finance from Golden Gate University in San Francisco. Mr. Menard also earned his Certified Credit Executive designation from the National Association of Credit Managers in 1993.

He has been a member of various Credit Managers groups over the last 35 years and was an active member of the Central Valley Credit Professionals of Stockton until he retired. He has also served on the Board of Directors of the Credit Managers Association, the Board of Governors of the Credit Managers Association of Northern California and on the Board of the Northern California Institute of Credit.

In 1993, Mr. Menard was awarded Credit Executive of the Year by the Credit Managers Association of California.

He has also taught classes on Credit Management, Financial Statement Analysis, Case Analysis, Credit Law and International Credit Management through the California Institute of Credit and does presentations to the local credit groups on Setting Credit Limits, Collection Techniques, Financial Statement Analysis, International Credit Management and Security Instruments.

Mr. Menard is a native of the San Francisco Bay area, he and his wife Sandy, of 47 years, live in Turlock, CA, their two adult children and their families live in the SF bay area.

Mr. Menard presents Financial Statements Analysis on Tuesday afternoon.

Frank Pelly
Frank Pelly

Frank Pelly is a senior vice president and head of sales for trade services for Wells Fargo International Banking and Trade Services group (IBTS). Based in Miami Florida, Frank manages the IBTS Trade Sales and Trade Relationship Managers in Well Fargo’s 14 regional offices. IBTS is dedicated to being the premier provider of financial services to U.S. companies engaged in international commerce.

Mr. Pelly began his nearly 30-year banking career at Citibank, where he managed operations, technology and financial business units responsible for loan and credit administration for Citibank’s Washington DC, Dallas, Tampa, Miami, Atlanta and Houston offices. In 1990 he assumed responsibility for Citibank International’s operations, which provided operational, product development, and customer service support for Citibank’s Latin American trade, cash management and foreign exchange business. Moving to Wachovia in 2002, Mr. Pelly created and implemented several new international settlement products which resulted in setting a new global standard for international banking.

Mr. Pelly has a Bachelor degree in economics and finance from St Johns University in NYC.

Mr. Pelly presents Moving Back into the Front Seat: When Credit Risk Management Means Revenue and Liquidity on Thursday morning.

Wes Takeuchi
 

Wes Takeuchi is responsible for overseeing all new business and loan origination activities in the Western Region for Wells Fargo Trade Capital focusing on providing factoring services and working capital credit facilities to middle market companies in the consumer products space. Wells Fargo Trade Capital provides a broad range of financing and factoring services including, A/R and Inventory financing, A/R management services and import letter of credit financing.

Mr. Takeuchi has 20 years of experience in the Commercial Finance industry, holding account executive, portfolio manager and sales positions at Heller Financial, Finova Capital, GMAC Commercial Finance and GE Capital.

Mr. Takeuchi received his BA degree in Business Administration with an emphasis in Finance from Cal State Fullerton in 1989.

Mr. Takeuchi presents Moving Back into the Front Seat: When Credit Risk Management Means Revenue and Liquidity on Thursday morning.

Mark Walker
Mark Walker

Mark Walker is Senior Vice President with Wells Fargo’s Treasury Management Product Group located in San Francisco. Mr. Walker and his team’s current responsibilities include developing and executing product strategy for Desktop Deposit® the remote deposit capture product, image and paper cash letter services, Smartdecisioning® an ACH check conversion service, and Deposit Return Item products.

Mr. Walker has been a Wells Fargo team member for over 13 years. Prior to Product Management, he has held positions managing Wells Fargo’s Cost Recovery and Analysis team, Strategic Business Finances for the Services Company, and several years as a Senior Finance Manager.

He received his B.S. degree in Finance from San Diego State University and his M.B.A. in Corporate Finance from Golden Gate University, San Francisco.

Mr. Walker presents The Future of Banking: An Update on Electronic Check Deposits and New Features in Banking on Wednesday morning.