Accounts Receivable - Collection Techniques

Instructor: Brian Shanahan
Product ID: 704279
  • Duration: 90 Min

recorded version

1x Person - Unlimited viewing for 6 Months
(For multiple locations contact Customer Care)
Recorded Link and Ref. material will be available in My CO Section
Last Recorded Date: Jan-2016

Training CD / USB Drive

One CD/USB is for usage in one location only.
(For multiple locations contact Customer Care)
CD/USB and Ref. material will be shipped within 15 business days

Customer Care

Fax: +1-650-362-2367


Read Frequently Asked Questions

This training program will help attendees discover the importance of segmenting accounts based on size and payment behavior and then using the right collection technique with the right customers. The course will also offer an understanding of the best practices that should be deployed around each of these collection techniques.

Why Should You Attend:

Accounts receivable can be one of your organization's most valuable assets if managed properly. It is often the largest or second largest asset on the balance sheet. Therefore, any weakness in the financial controls for A/R could have a serious impact on the company’s financial statements.

In the last 50 years a series of collection techniques have been developed that allow for a much more efficient process to collect outstanding invoices from customers. While technology does help, there is a lot of evidence that technology alone is a poor collector. That's why this webinar will focus on the core collection techniques and best practices that are still required whether your company has spent millions on collection software or not. Having the right methods will improve how you use the tools that are to hand and improve accounts receivable performance.

Learning Objectives:

  • To understand the method of contact we should use with the customer
  • To understand the best practices that should be deployed around each of these collection techniques
  • To help cash collectors to be more focused on their objectives
  • To help experienced collectors refocus on best practices and shake off bad habits
  • To help finance managers understand what cash collectors should be doing
  • To help collection managers understand how to better supervise collection activity

Areas Covered in the Webinar:

  • Accounts receivable is a business issues and not just a finance issue
  • How do we distinguish the contact method we will use with specific customers?
  • Best practice techniques for calling customers
  • Best practice techniques for mailing customers
  • Best practice techniques for automated dunning
  • How do we measure collection success?

Who Will Benefit:

  • CFOs
  • Financial Controllers
  • Credit Managers
  • Cash Collectors
  • Accountants
  • Financial Managers
  • Company Executives
  • Anyone involved in the A/R compliance process
  • Credit professionals required to co-certify

Instructor Profile:

Brian Shanahan is the leader and founder of Informita. Informita was formed in 2012 to assist companies in the areas of working capital and procurement, focusing on analytics, implementation and advisory. The team is there to support your working capital and procurement programs from cradle to grave in a cost efficient and effective manner. Informita's clients include a number of world majors in food products, pharmaceuticals, construction, paper and media industries.

Before Informita, Mr. Shanahan spent 19 years in management consultancy, 5 years in financial accounting roles in the UK and 3 years in retail in Ireland. To date, he has worked with nearly two hundred clients in 37 countries across 4 continents. He is also the founder of, a service that allows you to compare customer and supplier payment terms with other companies’ actual terms that have been compiled in 184 countries. He is also the co-founder of The Working Capital Channel, a co-operation between Informita and a Belgian software company DiscoverEdge.

In the media, Mr. Shanahan has been quoted many times in the financial press in such publications as The Financial Times, CFO Magazine Belgium, CFO World, The Manufacturer, The Grocer, Finance Director, Euromoney, Accountancy Age, Financial-i and The Evening Standard. He has also appeared on CNBC Europe’s Power Lunch to discuss working capital trends and is the author of five booklets: The Working Capital Handbook, The Procurement Leader's Handbook, Working Capital - What Next?, Achieving Change and Working Capital - In Pursuit of Zero.

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Refund Policy

Registrants may cancel up to two working days prior to the course start date and will receive a letter of credit to be used towards a future course up to one year from date of issuance. ComplianceOnline would process/provide refund if the Live Webinar has been cancelled. The attendee could choose between the recorded version of the webinar or refund for any cancelled webinar. Refunds will not be given to participants who do not show up for the webinar. On-Demand Recordings can be requested in exchange.

Webinar may be cancelled due to lack of enrolment or unavoidable factors. Registrants will be notified 24hours in advance if a cancellation occurs. Substitutions can happen any time.

If you have any concern about the content of the webinar and not satisfied please contact us at below email or by call mentioning your feedback for resolution of the matter.

We respect feedback/opinions of our customers which enables us to improve our products and services. To contact us please email call +1-888-717-2436 (Toll Free).

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