Book Online Tickets for Front-End, Middle, and Back-End-Approach, Palo Alto.  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 lega

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

 

  • One Dial-in One Attendee

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    USD 169
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  • Group-Max 10 Attendees-Location

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    USD 399
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  • 1x Person - Unlimited viewing for 6 Months

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    USD 199
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  • One CD-USB is for usage in one location only

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    USD 249
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  • Live + Recorded Version

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    USD 299
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  • Live + Training CD-USB

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    USD 349
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About The Event

 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.

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).

 

 

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.

 

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