The Credit Managers Toolbox - Free Cash Flow, Common-Sizing Financial Statements, Key Financial Ratios, DSO, Altman Z Score, Financial Reviews

Instructor: Ronald Sereika
Product ID: 704577
  • Duration: 90 Min
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In this training program, the instructor will discuss how and where to find financial information and how to read a balance sheet, income statement and statement of cash flows. The program will also detail how to calculate DSO.

Why Should You Attend:

If you are performing any of the following functions, this webinar is a must-attend:

  • Making credit decisions on granting a loan to a company
  • Looking at signing a 3-5 year contract for a warranty with a company to service your machinery
  • Looking to sell on open account to a company
  • Looking to buy stock in an organization or if you are considering applying for a position within a company

Understanding the finances of the company you are looking to doing any business with is priceless and by attending this webinar you will have all the tools needed to make the correct decisions for either yourself or your company.

Attendees will learn what different auditors’ opinions are on the financial statements and what they mean. You will learn new terms such as Free cash flow, common size financial statements, key financial ratios, and days sales outstanding (DSO). You will learn what the Altman Z score is and how to use it to determine if a company is getting close to filing for bankruptcy. To conclude, you will be shown how to write up a financial review and how to write up the summary so you can present it to management.

Areas Covered in the Webinar:

  • Who devises the accounting rules
  • How and where to find financial information
  • How to read a balance sheet, income statement and statement of cash flows
  • How to calculate DSO
  • Learn how to partner with your sales team so they can help you with customer information that you cannot find
  • Understand the value of the information in the notes to the financial statements
  • Common-sizing financial statements
  • How to write up a financial review

Who Will Benefit:

  • Business owners
  • Bank lenders
  • Risk managers and officers
  • Controllers
  • Presidents/ vice presidents
  • Managers/ supervisors
  • Sales representatives
  • Marketing personnel
  • Retail businesses owners
  • Credit analysts
  • Collection specialists
  • Credit managers
  • Bank loan officers
  • Anyone working in treasury

Instructor Profile:

Ronald Sereika is the manager of credit and collections at CooperVision, Inc. He has been an NACM instructor since 1998 as well as a speaker at the NACM Credit Congress, NACM Eastern Regional Conference and New York State NACM Annual Meeting for the past four years. He has attended the Graduate School of Finance at Dartmouth University and has earned the designations of CCE -Certified Credit Executive and CEW- Certified Expert Witness.

Mr. Sereika has been honored to win the following awards: NACM Instructor of the Year 2010, NACM CCE Award of Excellence 2013 and the Upstate New York Credit Executive of the Year in 2011. He has a BS in Accounting from Fredonia State University and has done numerous webinars and speaking engagements over the past five years.

Topic Background:

In today’s world there are so many tools available to help companies make credit decisions ranging from pulling credit reports, using the old fashion credit references to having audited financial statements, however which ones should your company use? You could sign a contract and spent $10K to $25K with one of the credit report providers and get a full credit report for every customer you open up, but do you need to spend that kind of money if the average credit balance for most of your accounts is $2,500? Did you know that there are many ways to not spend money and still be able to make sound credit decision by just using your computer and your phone?

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