IRS Form 1099, 1099-NEC, and Form 1099-MISC: Advanced Issues and Updates

Collections Etiquette: How Far Should You Go? (OnDemand Webinar)

$149.00

SKU: 410977EAU

Description

Learn the techniques and tools needed to secure timely payment from customers.Attorneys, Nicole Noel and David Byars, of Kass Shuler Law Firm will discuss Collections Etiquette and the laws that govern the collection practice as well as certain ethical considerations. This presentation will discuss common fraud based defenses to a collections action and how to overcome them, best practices for internal procedures and processes when a Debtor claims there is fraud or improper activity on their account and what is the responsibility of the Creditor to investigate. Specifically, presenters will discuss the Electronic Fund Transfer Act under Reg E ‘EFTA’ and what are the Creditor’s duties under same.

Date: 2024-06-25 Start Time: End Time:

Learning Objectives

Overview

The Determinants of Collection Etiquette
• Laws
• Ethics

ABA Rules of Professional Conduct
• Market Position
• Accounts Receivable Strategy
• Customer Base
• Nature of Product/Service Offered

Hot Topics in Collections and Best Practices
• Common Defenses Based on Fraud
• Overcoming Fraud-Based Defenses
• Best Practices
• Electronic Fund Transfer Act (EFTA)

CLE (Please check the Detailed Credit Information page for states that have already been approved) ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.

David Byars-Kass Shuler, P.A., Nicole Mariani Noel – Kass Shuler, P.A.

IRS Form 1099, 1099-NEC, and Form 1099-MISC: Advanced Issues and Updates

Collections Etiquette: How Far Should You Go? (OnDemand Webinar)

$219.00

SKU: 407366EAU

Description

Learn the techniques and tools needed to secure timely payment from customers.Getting customers to pay and pay on time is a challenge faced every day by all companies who sell on credit. Cash flow is the lifeblood of any business. There are many techniques and tools used to secure timely payment from customers. A key dilemma facing every company is how hard can you push and how far can you go to collect money owed to you? The answer is different for every company, influenced by law, ethics, the customer base, the productservice offered, and the posture defined by leadership. This topic will provide you with the information, based on experience with over 250 companies, to enable you to determine the tactics you will use and the limits you will impose at your company.

Date: 2020-01-23 Start Time: End Time:

Learning Objectives

The Determinants of Collection Etiquette
• Law
• Ethics
• Market Position
• Accounts Receivable Strategy
• Customer Base
• Nature of Product/Service Offered

Developing Your Collection Etiquette
• Approach
• Customer Analysis
• Execution

John G. Salek-Revenue Management Associates, LLC