Best Practices in Business Credit Management

$149.00

SKU: 410704

Description

Learn fundamentals and best practices for business credit management, including potential customers, risk, and collections.
A crucial aspect of creating and maintaining best business practices in credit management involves assessing potential creditors from the outset of the relationship. The failure to effectively assess potential customers prior to extending credit to them often results in financial losses and unnecessary expenditure on resources required to attempt to collect from such customers. This topic will assist you in reassessing your current procedures for assessing potential customers and will offer guidance on implementing certain tools for determining and minimizing risks in lending to each customer. However, even businesses with the best business practices in credit management will inevitably face some customers who fail to pay. When this happens, it is imperative for businesses to have certain policies and procedures in place for dealing with collections internally and identifying when it is necessary to employ a thirdparty collections agencylaw firm.

Date: 2023-04-21 Start Time: 1:00 PM ET End Time: 2:05 PM ET

Learning Objectives

* You will be able to identify certain nonfinancial risks to consider in determining whether to extend credit.

* You will be able to recognize when it is best to walk away from potential customers rather than do business with them.

* You will be able to discuss policies and procedures to implement to best assess potential customers and the parameter of the credit offered to them.

* You will be able to review outstanding invoices to determine when it is best to obtain a thirdparty collections agency.

Assessing Potential Customers
• Establishing Clear Policies and Procedures for Extending Credit
• Understanding How Your Company Makes Money (and Loses It)
• Utilizing the Credit Application
• Credit Limits and/or Sign-off Levels
• Knowing When to Walk Away From a Potential Customer
• The Get P.A.I.D. System

Understanding and Addressing Various Risks
• Identifying Relevant Nonfinancial Risks (Such as Industry, Conduct, Business, and Management Risks)
• Proper Use of Social Media and Other Technology
• Battle of the Forms
• Use of Invoices, Terms, and Conditions

Collections
• Procedures and Policies for Collections (When, How, Who)
• Internal Collections Within Company
• Third-Party Collections
• Pre-Bankruptcy Planning
• Bankruptcy Techniques
• The Legal Process

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

Raymond P. Wendolowski Jr., Esq.-Bernstein-Burkley, P.C.