Sarbanes-Oxley compliance issues in Mergers and Acquisitions of Credit Departments

Instructor: Mike Morley
Product ID: 700076
Training Level: Intermediate
  • Duration: 60 Min
This presentation looks at the specific issues involved with merging two or more credit departments and ensuring that the combined departments are Sarbanes-Oxley compliant.


This presentation looks at the specific issues involved with merging two or more credit departments and ensuring that the combined departments are Sarbanes-Oxley compliant.

recorded version

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Training CD / USB Drive

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Read Frequently Asked Questions

There are special issues involved when it comes to combining two or more credit departments. This seminar will help you to ensure that the merger goes as smoothly as possible.As well, department managers of both acquiring and acquired companies are often asked to co-certify that their departments are Sarbanes-Oxley compliant. Make sure that you know exactly what you need to know before you sign off.The format of the session will be a presentation followed by Q&A.

Areas Covered in the Session:

  • Validating bad debt reserves
  • Standardizing procedures
  • Reviewing credit adjudication
  • Revising collection procedures
  • Converting security documents
  • Staffing
  • Separation of duties
  • Deduction management
  • Aligning IT systems
  • Integrating credit policies
  • How to set priorities
  • Sarbanes-Oxley documentation

Who Will Benefit:

  • Credit professionals
  • Company Executives
  • Accountants
  • Financial Managers
  • Financial Controllers
  • Anyone involved in the merger of two credit departments

Instructor Profile:

Mike is a Certified Public Accountant who holds the top credit designations in the U.S., Canada, and the U.K. Mike is a recognized authority in the field of finance with more than 25 years experience in both consumer and commercial credit and collections.

C.P.A. - Certified Public Accountant, Illinois, USA
C.C.E. - National Association of Credit Management, USA
F.C.I. - Canadian Credit Institute, Canada
M.I.C.M. The Institute of Credit Management, U.K.
MBA - Southwest University
B.Admin University of Ottawa

Mike is the author of 2 books that are currently available:

Sarbanes-Oxley Simplified, is an easy-to-read explanation of the requirements of the U.S. legislation:

  • that makes CEO’s & CFO’s personally responsible for the accuracy of their company’s financial statements
  • that affects Canadian companies that are subsidiaries of US companies
  • whose compliance requirements are costing companies billions of dollars

Credit & Credit Repair for Canadians, which explains how the Canadian Credit industry works and shows consumers and small business owners how to:

  • fix problems on their credit report
  • protect themselves from Identity Theft
  • avoid credit repair scams
  • improve your credit score
  • negotiate with creditors
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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.

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