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Agenda of the SCHUMANN Conference 2022

September 27th 2022 | 10:00 a.m. - 5:10 p.m. (UTC+2)

This is the program of the SCHUMANN Conference 2022!


Channel 2 | English

10:00 - 10:05 Morning Briefing and Greeting by Robert Meters, Head of Global Business & Financial Services


10:05 - 10:10 Greeting by Evgeny Kulyushin, Member of the Executive Board



Credit Insurance and Surety Business in Times of Uncertainty

10:10 - 10:30

The credit insurance and surety industry is facing challenges in the global political and economic environment. Supply chain disruptions, energy supply shortages, inflation, geopolitical tensions and Russia's war in Ukraine are having a significant impact on insurance companies' current and strategic service offerings.

At the same time, the growth of selected financial services products such as factoring and challenges with the necessary risk mitigations offset the challenges for businesses. How will insurance companies align themselves in the near future? Assessments of the expected developments will be given in the lecture.

Speaker
Richard Wulff

After completing a master’s degree in economics, Richard Wulff started his career in 1989 as trade credit insurance underwriting manager and reinsurance director of NCM (a precursor of Atradius) in his native country, the Netherlands. He founded a reinsurance captive for the company in Ireland prior to moving on to Munich Re in Germany.

At Munich Re, he managed the non-European credit, surety and political risk reinsurance department until 2008. He then moved to India to become chief underwriting officer of HDFC-ERGO Insurance Company in India, a general lines insurance business.

Richard subsequently became group general manager, heading up the world-wide credit lines at QBE Insurance in Australia, before moving to Hong Kong in that role.

He returned to Holland in 2017 to found RW Consulting, a consultancy company for trade credit insurance, surety and political risk (re)insurance. In February 2021, Richard joined the International Credit Insurance and Surety Association (ICISA), an association with which Richard has been actively involved throughout his career in trade credit insurance, surety and political risk insurance, where he currently holds the title of executive director.

Executive Director, ICISA

Richard Wulff q

Challenges and Opportunities of Credit Management in Times of a Disruptive Global Economy

10:35 - 10:55

Many signs point to an upcoming recession in the European economy. We are experiencing sharply rising prices, especially on the energy market, wage increases, material shortages and a restraint to consume and invest. The causes can be found in the structural breaks in our entire global economy and global politics.

What impact does this have on companies' credit management? How can companies with particular risks in terms of liquidity bottlenecks be identified in such situation? What internal and external options can be used to deal with the overall increased risks of payment default? In this context, it must be taken into account that companies must also continue to generate sales to an appropriate extent.

Speaker
Prof. Dr. Matthias Schumann

Since 1991, Prof. Dr. Matthias Schumann has held a professorship in Business Administration and Information Systems (Chair of Application Systems and E-Business) at the University of Göttingen. He also heads the joint computing center of the Faculty of Economics and the Faculty of Social Sciences. He is a shareholder of Prof. Schumann GmbH.

Prof. Schumann's research interests include information systems at financial service providers and systems for credit management, as well as issues related to knowledge and education management. Prof. Schumann has a wide range of experience in consulting companies, extensive lecturing activities and more than 350 publications.

University of Göttingen

Matthias Schumann q

Navigating Political Risks in a Volatile World

11:00 - 11:40

In 2022, Political Risks and Geopolitics have risen quickly on credit risk managers' radars. Political Risk impacts business across the board through trade, supply chains and economic indicators. In this panel, we will look at the bigger picture of the geopolitical environment, and what has been driving risks and volatily. We will also zoom in on the financial risks companies are facing, and we will discuss how companies can best protect themselves. In addition, we will discuss the role of the insurance markets and the most recent trends in claims and problem cases seen by insurers.

Panel with

  • Kyle Edwards, Atradius
  • George Bellord, BPL Global
  • Marian Berden, SCHUMANN

Moderator
Mike Holley

Mike is an innovative, entrepreneurial Chartered Director with a strong track record of creating and growing businesses across Europe, USA and emerging markets.

Mike has 39 years’ experience in trade credit and political risk insurance, as well as in trade finance. He has been at the forefront of innovation in the industry and has been active in the Dutch and German markets as well as the UK and the US. He was a founder and CEO of trade credit insurer Equinox Global Limited.

Mike’s recent activities include being a director at Nexus Trade Credit, a consultant at Charles Taylor Adjusting, a director of a motor insurance MGA; providing advice to the Irish Government on credit insurance, and acting as Deputy Chair of the London Handel Festival (of classical music).

Mike recently became a Chartered Director after studying with the Irish Institute of Directors.

Director, SCHUMANN International Limited

Mike Holley

11:40 - 11:55 Break


Making The Numbers Count: Why Financial Analysis Remains Central To Credit Risk Management

11:55 - 12:15

Traditional Financial Statement Analysis seems out of fashion. Increasingly, there is a search for non-financial factors that can help determine the creditworthiness of a counterparty. In this presentation, we will put a wider perspective on these trends, and we will highlight why financial analysis should not be too easily be overlooked as a risk management tool.

Speaker
Marian Berden

Marian has over 15 years’ experience in credit and political risk underwriting and holds a master’s degree in Economics.

She started her career at the Dutch Ministry of Finance, in the department working with the Export Credit Agency. Furthermore, she has held various roles in the London market, including in the political risk team at Axis, as a lead credit risk underwriter at Equinox, and as a credit risk underwriter in the Special Products team at Atradius.

Since January of this year, Marian works as Business Expert for Schumann and she leads Schumann’s newly established London office.

Business Expert Credit & Surety, SCHUMANN

Berden Marian

Globalisation - How to Switch from Local to Global Risk Management

12:20 - 12:40

As a global logistics company, the Rhenus Group decided years ago to focus on the digitization of credit management. How did the gradual rollout work in the group, what challenges did they face and how has credit management developed in a global context?

Further speaker

  • Sven Coels, km credit consulting
Speaker
Stefan Brachetti

After completing a master’s degree in economics, Stefan Brachetti started to work for Deloitte. Since 2000 Stefan Brachetti is working for the Rhenus Group in different business units and different functions. 2014 he became Head of Creditmanagement and since 2016 he is also Head of SAP Concepts & Projects.

SC Financial Service & Accounting, Rhenus Assets & Services GmbH & Co. KG

Brachetti Stefan

Discussion about MGAs and MGA Trends

12:45 - 13:25

MGAs have an increasing role in the credit, surety and political risk world. This panel will examine the world of MGAs, including:

How does an MGA differ from a typical insurance company?

  • What advantages does an MGA have compared to other types of insurance company?
  • Is innovation more likely to come from an MGA than from large traditional insurer?
  • What role does technology have for MGAs?
  • What are the disadvantages of an MGA compared to a typical insurance company?
  • Is an MGA a good vehicle for credit, surety and political risk, and will their share of the business increase?

Panel with

  • Simon Barker, Nexus Europe
  • Phil Bonner, TigerRisk Partners
  • Kade Spears, Pernix Speciality
Moderator
Mike Holley

Mike is an innovative, entrepreneurial Chartered Director with a strong track record of creating and growing businesses across Europe, USA and emerging markets.

Mike has 39 years’ experience in trade credit and political risk insurance, as well as in trade finance. He has been at the forefront of innovation in the industry and has been active in the Dutch and German markets as well as the UK and the US. He was a founder and CEO of trade credit insurer Equinox Global Limited.

Mike’s recent activities include being a director at Nexus Trade Credit, a consultant at Charles Taylor Adjusting, a director of a motor insurance MGA; providing advice to the Irish Government on credit insurance, and acting as Deputy Chair of the London Handel Festival (of classical music).

Mike recently became a Chartered Director after studying with the Irish Institute of Directors.

Director, SCHUMANN International Limited

Mike Holley

13:25 - 13:55 Break


Between Finance and Technology - The Challenges of a Captive

13:55 - 14:15

In the leasing industry, captives face the challenge of implementing efficient processes to support the leasing business. The processes must comply with regulatory requirements and at the same time support scaling of the business volume. TRUMPF Financial Services GmbH has been using credit management software for years. From offer calculation and leasing application decisions to monitoring the credit default risk, processes are supported with IT. In addition, the success report describes the use of the credit management software beyond TRUMPF Financial Services GmbH in the TRUMPF Group.

Further speakers

  • Markus Willrett, TRUMPF Financial Services
Speaker
Lisa Göttfert

During her 3-year dual study program in the field of business administration and industry, Lisa Goettfert was already able to gain insights into the various corporate divisions of TRUMPF. This was followed in 2018 by her immediate start at TRUMPF Financial Services GmbH as a sales assistant.

In 2021, after completing her part-time master's degree with a focus on finance, she found a new challenge as a project coordinator in the sales department of TRUMPF Bank and has since been responsible for the markets in Germany, Belgium and Denmark.

Corporate Relationship Manager, TRUMPF Financial Services GmbH

Portraitbild Lisa Göttfert

Credit Risk Management in Non-Recourse Factoring

14:20 - 14:40

Non-recourse factoring is experiencing steady growth. Globally, it accounts for 53% of the total factoring volume. In the presentation, the challenges of credit risk and limit management on the debit side will be worked out and credit management solutions with IT support in the triangular relationship between factor, client and debtor will be presented.

Special attention will be given to the IT-supported integration of efficient trade credit insurance processes. Automations lead to a scaling of the business volume and to significant cost reductions for a purchase decision. The lecture presents practical experience with a credit management software.

Further interview participants

  • Robert Meters, SCHUMANN
Speaker
Thomas Maletz

Thomas Maletz has been responsible for Regulatory Compliance at BFS finance GmbH, a Bertelsmann Group company, since 2012.

He has many years of experience in risk management, especially in the interaction between credit insurance and factoring.

He is also the BFS finance Group's Money Laundering Officer (Factoring/Payment Services) as well as Compliance Officer and thus the contact person for banking supervision and auditors.

Thomas Maletz supports the growing importance of sustainability goals in the financial sector as head of the Sustainability Working Group at the German Factoring Association.

Vice President Regulatory & Compliance, BFS finance GmbH

Thomas Maletz

Trend Navigator Factoring

Optimised Partnership of Corporates, Receivables Finance Institutions and Trade Credit Insurers

14:45 - 15:25

This high-level panel will discuss key trends in receivables finance. Representatives from leading organisations in receivables finance, FCI and ITFA, as well as trade credit insurance, ICISA, will discuss the growth opportunities in the receivables finance and insurance industry.

The current steady growth of the receivables finance demands special credit risk management and risk mitigation strategies. Trade credit insurance is of particular importance in this context. The panel will build a bridge from corporates via receivables finance institutions to trade credit insurers with modern IT-support for optimising financial and insurance processes.

Panel with

  • Peter Mulroy, FCI
  • Richard Wulff, ICISA
  • Sean Edwards, ITFA
Moderator
Robert Meters

Robert Meters is Head of Global Business & Financial Services at SCHUMANN and Director at SCHUMANN International Limited in London. He studied Business Administration and International Management at the University for Economics and Management in Düsseldorf and Essen. He has been in the credit risk management industry since 1993 and has worked for leading information service providers as well as in the telecommunications industry. He advises and takes care of customers in the automation of credit risk management for the financial services sector with excellent references in leasing, factoring, banking and trade credit insurance.

Head of Global Business & Financial Services, SCHUMANN

Robert Meters

15:25 - 15:40 Break


Highly Flexible Workflow Engines and Decision-Making Machines as Growth Guarantors

15:40 - 16:20

Modern credit risk management software and decision engines for automated processes are essential for scaling business volumes. An ideal integration to support the business processes is achievable via modern interface technology and enables a suitable data transfer between the specialised software. Limit decision processes in credit risk management software significantly influence the business success of financial institutions. In this context, a fast and appropriate reaction to changing framework conditions and the adaptation of risk mitigation strategies is essential. The panel will examine the facets of self-service that financial institutions can use to implement adjustments to workflow engines and decision-making machines.

Further interview participants

  • Mathias Kratz, DZB BANK GmbH
  • Michael Mohr, Mohr Strategie- & Managementberatung
Interviewee
Michael Mohr

Michael Mohr has decades of experience in the banking, leasing and factoring business. Within the Werhahn Group in Neuss, Michael Mohr was responsible as Managing Director for the abcfinance group of companies with abcfinance GmbH and abcbank GmbH. During this time, abcfinance developed into one of the market-leading leasing and factoring providers in Germany, Austria and the Netherlands. In addition, Michael Mohr has represented the leasing industry for many years as a board member of the Bundesverband Deutscher Leasingunternehmen e.V. (Federal Association of German Leasing Companies).

Michael Mohr has distinctive experience in the strategic development of financial services, complemented by extensive M&A activities and expansion into other European countries. All aspects of risk management and information technology have also always been focal points of his work. In particular, Michael Mohr has massively advanced the digital transformation, among other things by founding a corporate start-up.

Since mid-2021, Michael Mohr has retired from the active management of abcfinance and has since been advising companies in the financial services industry and SMEs on strategy and management issues.

Executive shareholder, Mohr Strategie- und Managementberatung GmbH

Mohr Michael

The Magic Triangle of Transparency, Flexibility and Efficiency in Visual Business Process Design

16:25 - 16:45

After having visualized and transferred their main business processes in BPMN and having them implemented in their CAM-System, the DZB Bank discovered significantly positive side-effects to the fact that all employees are having unreserved insight to all the processed details. The presentation will show how the organization has grown on its own business processes and how it gained quality and efficiency throughout several business units. It also shows how having business processes freely configurable can be seen as a strategic advantage when it comes to a sudden, unforeseen change in the economic environment.

Speaker
Mathias Kratz

Since 2010 Mathias Kratz is an employee of DZB Bank GmbH in Mainhausen. For the last 12 years, he first worked as an Account Manager and started to switch his attention to the projects being run in the institute in 2016. Since 2017 he mainly manages projects with a technological and processual focus.

In 2018 SCHUMANN became a key business partner when it comes to designing new- or redesigning running processes in DZB Bank. Mathias holds the degrees of Bachelor of Arts in Banking & Finance and a Master of Science in Digital Business Administration & Innovation. Since 2020 he holds the position of Coordinator Business Development as a staff position for the management board.

Business Development Coordinator, DZB BANK GmbH

Mathias Kratz

AI Meets Payment Behaviour: Benefit from Untapped Potential 

16:50 - 17:10

In the age of artificial intelligence, unused data equals an untapped goldmine. Especially your customers payment behaviour contains a lot of information that remains unused. SCHUMANN shows how you can use AI to start benefiting from this potential.

Speaker
Dr. Niklas Frerichs

The graduated chemist is a project manager at SCHUMANN with a special interest in data driven projects and data analysis.

Consultant Industry & Trade, SCHUMANN

NFR Portrait

Closing

17:10 - 17:15

Channel moderator
Robert Meters

Robert Meters is Head of Global Business & Financial Services at SCHUMANN and Director at SCHUMANN International Limited in London. He studied Business Administration and International Management at the University for Economics and Management in Düsseldorf and Essen. He has been in the credit risk management industry since 1993 and has worked for leading information service providers as well as in the telecommunications industry. He advises and takes care of customers in the automation of credit risk management for the financial services sector with excellent references in leasing, factoring, banking and trade credit insurance.

Head of Global Business & Financial Services, SCHUMANN

Robert Meters

Register now!

The SCHUMANN Conference will take place on September 27th 2022 - virtually as last year.

Renowned and experienced

Our speakers are experts in their field and will share their experiences with you!