Credit Manager Tool Box - Strategies to Make Credit Decision

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The Credit Manager's Tool Box - Tools, Tips and Strategies to Make a Sound Credit Decision

www.onlinecompliancepanel.com | 510-857-5896 | customersupport@onlinecompliancepanel.com


Instructor Profile

Ron has a Bachelor of Science Degree in Accounting and he has completed two-year executive credit and finance program as well as the GSCFM international program both at Amos Tuck School of Business at Dartmouth University. Ron was honoured to have received the NACM National instructor of the year award in 2010, the National CCE of Excellence award in 2013 and also the Credit executive of the year for Upstate New York in 2011.

www.onlinecompliancepanel.com | 510-857-5896 | customersupport@onlinecompliancepanel.com


Description This webinar will provide you with various tools which are available either on the Internet, in a credit report or in audited financial statements. This session will help you navigate through them and find the necessary information to make a sound credit decision. Ronald, with his vast credit experience, will help you understand different ways in which you can view your customers and handle specific situations with them. You will be able to analyze financial statements, get website names to find companies and their 10K and 10Q reports. You will also learn about auditor's opinion and what it means, how to use financial rations and how to interpret them once you determine the numbers.

www.onlinecompliancepanel.com | 510-857-5896 | customersupport@onlinecompliancepanel.com


Why should Attend This webinar summarizes everything from what you need to look for in setting up new accounts, where to find information on your new customers, how to interrupt and read financial statements.

www.onlinecompliancepanel.com | 510-857-5896 | customersupport@onlinecompliancepanel.com


Objectives  How to deal with setting up a new customer who is looking to do business with you for the first time  How to deal with a delinquent customer and retain him  Help people understand how to read a Balance sheet, the Statement of Cash flows as well as Income statement  Learn why a credit application is so important  Learn how to calculate Days sales outstanding (DSO) and how not to take that as a measurement of your success as a credit person, as it is more driven by sales then collections  Explaining why the Securities and Exchange Commission (SEC) is so important in the accounting rule making process  Why the Management and Discussion section of the financial statements is so crucial to read

www.onlinecompliancepanel.com | 510-857-5896 | customersupport@onlinecompliancepanel.com


Who can Benefit  Credit collectors  Credits analysts all with 3-10 years experience  Controllers looking to understand credit and the decision making process  Attorneys trying to understand more about procedures and policies in a credit department  Small business owners looking to set up their credit team

www.onlinecompliancepanel.com | 510-857-5896 | customersupport@onlinecompliancepanel.com


How this Webinar works  Username and Password will be sent to you 24 hours prior to the webinar  Presentation handouts in pdf format will be mailed to you  Login to the session using the username and password provided to you  Get answer to your queries through interactive Q&A sessions via chat

Track this link : Credit Manager Tool Box www.onlinecompliancepanel.com | 510-857-5896 | customersupport@onlinecompliancepanel.com


Connect with Us Online Compliance Panel

www.onlinecompliancepanel.com | 510-857-5896 | customersupport@onlinecompliancepanel.com


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