A. Credit in the Business WorldContains 4 Component(s), 0.1 credits offered
This module provides an introduction to the topic of credit. It explores the history of credit, the primary reasons credit is offered and presents an overview of the credit process.
Advanced Credit PolicyContains 10 Component(s), 1 credit offered
This is an advanced course in the analysis and formulation of credit policy, including policies regarding credit investigation, terms of sale, credit-granting, and credit limits. It is intended for experienced people (typically Directors of Credit or similar positions) who must make and enforce credit policy. It is not an introductory course. The course textbook, "Making Sound Credit Policy Decisions" is included in your purchase and mailed to you.
Anatomy of a Preference (Pre-2017 Version)Contains 4 Component(s), 0.1 credits offered
This module will present the steps the credit professional can take to build a strong defense against preference claims and minimize the cost of legal fees. Practicing good Credit Department Hygiene and knowing your customers and their payment patterns and how they align with the allowable defenses of a preference, can better the creditor's position for a strong defense.
Basic Collection TrainingContains 4 Component(s), 0.1 credits offered
This module provides the credit professional with an introduction to how to make an effective collection call. Key information covered will include the importance of professionalism, how to prioritize and prepare for a call, details necessary for an effective call, the importance of documenting your calls, the importance of follow-up, and how to handle angry customers. In addition this module will present role-plays of several collection calls.
Business Writing SkillsContains 4 Component(s), 0.1 credits offered
You may have taken English or creative writing in college, but do the skills learned in those classes transfer to business writing? Business writing offers its unique challenges, and the good business writer understands the attributes that make for clear, direct, effective (even powerful) communication to busy people in the business world.
CBA Exam Review, newContains 2 Component(s)
This is a 2 part review for the CBA Exam. Toni Drake, CCE is the instructor for these modules and will help you prepare for the CBA Exam. This will review most of the topics and concepts learned in Business Credit Principles, Basic Financial Accounting, and Financial Statement Analysis 1.
Collections – Delinquencies and the Collection ProcessContains 4 Component(s), 0.1 credits offered
Topics covered in this learning module include Implementation of Policy, Examples of Collection Strategies and Steps, When to Use an Outside Source and Who to Use for an Outside Source.
Collections – Granting Credit: Regulatory ConsiderationsContains 4 Component(s), 0.1 credits offered
This learning module will present the topics of Customer and Guarantor Information, Collections, Federal Statutes and Regulations, and State Statutes and Regulations.
D. The Credit and Sales PartnershipContains 4 Component(s), 0.1 credits offered
This module looks at some ways credit and sales can work together to maximize efficiencies, make a positive impact on company profits and provide the best possible customer service.
Dealing With Difficult PeopleContains 4 Component(s), 0.1 credits offered
Dealing with difficult people can be challenging! Their behavior can leave you emotionally drained and distracted from focusing on more important issues. If you feel caught up in a drama that you
Dispute ResolutionContains 4 Component(s), 0.1 credits offered
What are the procedures and advantages of Litigation, Mediation and Arbitration? When are Arbitration clauses enforceable? When is Mediation a worthwhile use of time and money? What is Alternative Dispute Resolution or ADR?
E. Legal Forms of BusinessContains 4 Component(s), 0.1 credits offered
The legal form of a debtor’s business may represent a key risk factor for creditors. Consequently, it is important that credit professionals understand the different forms of business, particularly as they affect the rights of creditors and debtors.
Financial Statement Analysis 1, newContains 19 Component(s), 1 credit offered
This course covers 6 chapters from the FSA1 textbook. After completion of this course, you will have satisfied one of the three required courses to sit for the CBA Exam. Dr. Frederick C. Scherr is a Professor Emeritus of Finance at the College of Business and Economics at West Virginia University, where he taught for 30 years and won both the College’s Outstanding Teacher and Outstanding Researcher awards. He is the author of more than 30 research articles, four textbooks, and many articles in professional publications such as The Credit and Financial Management Review, The Credit Manager, and Business Credit. He has done extensive work in adult education for the National Association of Credit Management, including teaching at the Graduate School of Credit and Financial Management, and for private corporations.
G. Legal Environment of Credit – Beyond Antitrust RegulationsContains 4 Component(s), 0.1 credits offered
This module covers specific legislation, beyond antitrust laws, that impact the credit profession on a daily basis.
I Have My First Preference Claim - What Should I Do Now?Contains 4 Component(s), 0.1 credits offered
This presentation will outline what you should do if you find that you have a preference claim. The presenter will cover the definition of a preference, why they exist and what are the defenses, Preferential Transfers, including their policy and purpose, the Process of Recovery of Preferential Transfers and what can be recovered, how the creditor can defeat preference claims, Statutory Elements, Ordinary Course of Business, and Subsequent Value.
Liens and Bonds: The Critical Nature of the Preliminary NoticeContains 4 Component(s), 0.1 credits offered
This module will address the when, why and how the preliminary notice relates to retaining lien rights, while leveraging receivables down the ladder of supply.
M. Business Credit FraudContains 4 Component(s), 0.1 credits offered
The objective of this module is to provide a description of those known circumstances that most frequently reveal the trail of fraud and help credit professionals identify the steps necessary to protect their firms from financial loss through credit risk.
Making Sense of Mechanic’s Liens, A Practical IntroductionContains 4 Component(s), 0.1 credits offered
This is the first of a series of sessions designed for commercial credit executives in the building and construction arena.
My Customer Filed Bankruptcy – What Should I Do Now?Contains 4 Component(s), 0.1 credits offered
This presentation will show you what to do when you think a customer has filed bankruptcy, how to check on the filing and how to react to the different types of bankruptcy that can be filed. Learn the new laws that apply in bankruptcy and how the courts are ruling on matters like reclamation, new administrative claims and creditors' committee issues so you can act quickly and decisively the next time a customer says those dreaded words.
Payment BondsContains 4 Component(s), 0.1 credits offered
How can your company quote a project without knowing whether you are a secured creditor or unsecured? The most important question never asked is whether a project is bonded. When can you be confident that a project is bonded?
S. Bankruptcy AlternativesContains 4 Component(s), 0.1 credits offered
There are many ways of handling the affairs of insolvent or financially distressed business debtors. One is to keep the debtor in business and restore the business to profitability. Another is to put the debtor out of business, sell the assets and distribute the proceeds among creditors.