The Levelset Credit Management Advisory Board

The Levelset Credit Management Advisory Board brings elite credit and finance professionals together — dedicated to helping you become the most promoted, highest paid and most efficient credit professional.

Meet the board members

Our board members have spent their careers managing, consulting or reporting in the construction industry. With over 100 years of combined experience, they bring their expertise and knowledge to the credit community.

Jon Flora

Jon Flora 

History of accomplishments in associations, private higher education, and health care. Demonstrated leadership in raising nearly $100 million through comprehensive campaigns, major gift and annual fundraising; community ...

Jen Martin

Jen Martin 

With over 25 years’ experience in the building materials industry, Jen is focused on promoting robust process and credit best practices that produce measurable results and excellence in cashflow management. A strong ad...

Craig Webb

Craig Webb 

Craig Webb is president of Webb Analytics and one of the nation’s leading experts on building material dealers and distributors. He spent 12 years as editor-in-chief of ProSales, the nation’s most honored publication...

Rachel Sales

Rachel Sales 

A credit & finance leader in the building material supply space for over 15 years, today Rachel is the Director of Financial Services for one of the Country’s largest roofing material distributors, SRS Distribution. S...

Barry Dambrowski

Barry Dambrowski 

For more than 15 years, Barry has been the Credit Director for Emser Tile, the leading supplier of the world’s finest tile and natural stone, servicing over 10k active accounts for homebuilders, commercial builders, co...

Thea Dudley

Thea Dudley 

32 years experience

Thea has over 30 years of credit, collection management experience, developing effective shared services processes and assessing company’s back office needs to improve efficiencies. Highly skilled in all area’s of th...

Get credit
management advice

Have a question on your mind you want help with? Ask a question below, and one of our advisory board members will respond.

It's free!

Can I file a CA Preliminary Notice too early?

There is no problem with providing a Preliminary Notice early, so long as the information contained in the notice adequately advises the recipient of the information required to be included in the notice. If it is the same project, even if it is delayed for a year, the preliminary notice is still good for that project.
Answered by David Ginn | Attorney

minimum mobilization fee

The meaning of the term could depend on the owner's standard contract specifications (such as the Texas Department of Transportation has or the North Central Texas Council of Governments has), or may be derived from the context of the bid solicitation or contract as a whole. A typical mobilization fee is the cost of assembling the contractor's equipment and personnel on site. As the owner's representative for the meaning of the term. Good luck.

On a public works project, is there a limit on how long a contractor has to dispute the invoice of a subcontractor?

Your subcontract should provide information concerning when payments are due. If it is not clear, then look at your progress payment request to see if it references a due date. Also, check the prime contract to see if there is a date stated for turning around an invoice. In any event, once you have money that is due to you that is unpaid, you can file a stop payment notice.
Answered by David Ginn | Attorney