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

Duration: 60 Minutes
This pro-active webinar is a must for all Credit Managers who really want to improve their "upfront underwriting, cash management, and back-end collections skill set"!.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.
Approaches to Credit Management
Instructor: David Osburn
Product ID: 506882
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.

Objectives of the Presentation
  • Front-End: Review credit analysis including the five "Cs" of credit
  • Front-End: Utilize a "five-step" key ratio analysis model
    • Liquidity
    • Activity
    • Leverage
    • Operating performance
    • 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
Why Should you Attend
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.

Who will Benefit
  • Credit managers
  • CFOs
  • Controllers
  • Financial analysts
  • Accounts Receivable (AR) department managers
  • AR staff
  • AR and Revenue accountants
  • Credit officers
  • Billing and collection clerks
  • AR specialists
  • Professionals in accounting, finance, operations
  • Chief Accountant
  • Financial Controllers
  • Sales staff who interact with Accounts Receivable and credit management department
$200
Recorded Session for one participant
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  $250.00 Training CD
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How it works
Live Session - How it works
  • Login to onlinecompliancepanel with your registered username and password https://www.onlinecompliancepanel.com/login
  • The webinar joining link, username and password for joining the webinar will be updated on your OCP Account 24 hours prior to the webinar
  • Presentation handouts in Downloadable PDF format will be updated on your OCP Account 24 hours prior to the live session
  • Login to the audio conference on the scheduled date and time
  • Get answers to your queries through interactive Q&A sessions via chat at the end of the session
  • Download the Certificate of Attendance and Purchase Invoice from your OCP Account 24 hours after the completion of the session
  • Please let us know your thoughts and views at the end of the webinar, your valuable feedback will help us improve
Recorded Session - How it works
  • Login to onlinecompliancepanel with your registered username and password https://www.onlinecompliancepanel.com/login
  • Upon purchase of the recorded session a link will be updated on your OCP Account within 24 hours
  • Please click on the link to access the Recorded Session
  • Presentation handouts in downloadable PDF format will be updated on your OCP Account within 24 hours of the purchase of the product
  • Download the Certificate of Attendance and Purchase Invoice from your OCP Account after 48 hours of the product Purchase
  • Please share your valuable Feedback at the end of the session
Instructor Profile:
David L. Osburn is the founder of Osburn & Associates, LLC, a Business Training and Contract CFO Firm that provides seminars, webinars, and keynote speeches forCPAs, bankers, attorneys, credit managers, and business owners on topics such asBanking/Finance/Credit, Negotiation Skills, Marketing,and Management Issues.

Mr. Osburn’sContract 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 17 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 bankingcredentials include loan underwriting, loan "work-out", management, and business development.

Mr. Osburn has been an adjunct college professor for over 30 years including Nevada State College and 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 held 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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