"Front-End, Middle, and Back-End" Approach to Credit Management

Speaker

Instructor: David L Osburn
Product ID: 705808

Location
  • Duration: 60 Min
This credit management webinar will discuss the credit analysis process, how to do financial statement analysis and how to do effective cash management using various tools and techniques and how to use various collection techniques (manage legal issues and using negotiation skills) and overall how to manage the collection process.
RECORDED TRAINING
Last Recorded Date: May-2021

 

$299.00
1 Person Unlimited viewing for 6 month info Recorded Link and Ref. material will be available in My CO Section
(For multiple locations contact Customer Care)

$349.00
Downloadable file is for usage in one location only. info Downloadable link along with the materials will be emailed within 2 business days
(For multiple locations contact Customer Care)

 

 

Customer Care

Fax: +1-650-362-2367

Email: [email protected]

Read Frequently Asked Questions

Why Should You Attend:

Efficient Credit management helps companies to improve revenue and decrease financial risks. To have an effective credit management it is essential to have effective policies meeting company’s objectives, proper financial and non-financial analysis to be done to assist credit decision making, clear definition of the function of Account Receivable and its role in organization and effective collection policy to be maintained.

This credit management best practices webinar is a must for all Credit Managers who really want to improve their “upfront underwriting, cash management, and back-end collections skill set”!

The session will begin with the “front-end” or credit analysis (five “Cs” of credit outline) and financial statement analysis (“five-step” key ratio model). This will be followed by the “middle” or cash management approach (including basic and advanced tools & techniques). The session will conclude with the “back-end” or collection techniques (including legal issues and negotiation skills) and the management (human factor) of the collection process.

Areas Covered in the Webinar:

  • Front-End: Review credit analysis including the five “Cs” of credit
  • Front-End: Utilize a “five-step” key ratio analysis model
    1. Liquidity
    2. Activity
    3. Leverage
    4. Operating performance
    5. Cash flow analysis
  • Middle: Analyze “cash management” tools
  • Back-End: Cover effective “collection” techniques (legal and negotiations)
  • Back-End: Explore the “management” (human factor) of collections

Who Will Benefit:

  • Accounts Receivable (AR) department managers
  • Credit managers
  • AR staff
  • AR and Revenue accountants
  • Credit officers
  • Billing and collection clerks
  • AR specialists
  • Professionals in accounting, finance, operations
  • Chief Accountant
  • Finance Managers
  • Financial Controllers
  • Sales staff who interact with Accounts Receivable and credit management department
Instructor Profile:
David L Osburn

David L Osburn
Owner, Osburn and Associates, LLC

David L. Osburn is the founder of Osburn & Associates, LLC, a business training and contract CFO firm that provides webinars, seminars, and keynote speeches for CPAs, bankers, attorneys, credit managers, and business owners on topics such as banking/finance/credit, negotiation skills, marketing, and management issues.

Mr. Osburn’s contract CFO clients include medical practitioners, financial institutions, law firms, CPA firms, architects, real estate developers, and contractors. His extensive professional background of over 30 years includes 16 years as a business trainer/contract CFO and 16 years as a bank commercial lender including the position of vice president/senior banking officer. His banking credentials include loan underwriting, loan work-out, management, and business development.

He has been an adjunct college professor (MBA and undergraduate courses) for over 30 years, teaching at Regis University and the College of Southern Nevada. He holds an MBA from Utah State University, a BS in Finance from Brigham Young University, and is a graduate of the ABA National Commercial Lending School at the University of Oklahoma. Additionally, Mr. Osburn holds the professional designation of Certified Credit & Risk Analyst (CCRA) as granted by the National Association of Credit Management (NACM).

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Our refund policy is governed by individual products and services refund policy mentioned against each of offerings. However in absence of specific refund policy of an offering below refund policy will be effective.
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. On-Demand Recording purchases will not be refunded as it is available for immediate streaming. However if you are not able to view the webinar or you have any concern about the content of the webinar 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 [email protected] call +1-888-717-2436 (Toll Free).

 

 

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