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A. Credit in the Business World (part of Business Credit Principles)Contains 4 Component(s), Includes Credits
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.
Actionable Fintech Innovations in SME Lending and Trade FinanceContains 1 Component(s) Recorded On: 01/22/2019
This on-demand webinar is available for 14 days after purchase and you may watch the on-demand webinar as many times as you like. Innovations in trade finance are making headlines. Transaction analytics, platform-based communities, data technologies, artificial intelligence, machine learning and blockchain infrastructures are upgrading global trade finance practices and contributing to financial inclusion. How can all of the players in the trade ecosystem benefit from those innovations today? Will current trade finance practices be rendered obsolete in the future digital era, or will technology enable an incremental upgrade of established practices? How can banks and corporates develop their own ROI-driven fintech adoption plan? This webinar will provide an introduction to actionable fintech innovations in trade and supply chain finance. It will feature selected fintechs addressing corporate needs in key areas: pricing the risk of trade, enhancing credit management with data and machine learning, and automating trade finance operations.
Adapting to New & Demanding RolesContains 1 Component(s) Recorded On: 04/20/2017
This on-demand webinar is available for 14 days after purchase and you may watch the on-demand webinar as many times as you like. What worked in the past may not serve your future. Relying on the knowledge and skills that made you successful at one level in an organization won’t necessarily help you succeed at the next. In fact, if you rely too heavily on them, they can work against you. The successful journey up the food chain involves letting go of some things that have facilitated your progress so far. It is imperative to re-invent yourself, learn new skills and adopt new perspectives. Ensuring you allocate your time appropriately is essential. Here, your credibility begins. In this webinar, you will learn to ask the right questions and partner with others to help you understand what business you’re really in and its executive demands, as well as assessing what is important to its short-term and long-term strategic plan. These are critical aspects of the “on-boarding” process. Core to your success is alignment; how one aligns with where a business is and where it is going is all about having an executive voice and seat at the table. How do you identify a company’s vision, mission, values and goals? Developing your ability to align with different organizational goals and partnering with your new team requires heightened communication skills, as well as the ability to be strategic. Planning and measuring your results sets the pace for successfully creating an impressionable impact right from the start. In this session, participants will learn to: Identify what is important to the business and executive team. Develop a “strategic voice” to help navigate new waters. Adapt to new tools that update outworn assumptions during change. Be more confident and flexible when building new teams.
Advanced Credit PolicyContains 10 Component(s), Includes Credits
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.
A Good Translation Helps Minimize Collection IssuesContains 1 Component(s) Recorded On: 01/31/2019
This on-demand webinar is available for 14 days after purchase and you may watch the on-demand webinar as many times as you like. Well-translated commercial and legal documents support the business-to-business collection process. Contractual documents must not only be translated into the language of a customer, they must ensure that all of the terms and conditions are legally binding in the customer’s country. Join translator Célia Korn, who has more than 20 years of experience translating documents, and collections attorney Octávio Aronis as they share their expertise, tips and techniques for minimizing collection issues. This webinar will focus on parts of South America, including Argentina, Brazil, Chile and Uruguay, and will cover the following topics: The obligation of having a certified sworn translation of a document. For example, the Brazilian Constitution determines that the courts will only accept foreign documents if duly translated by a Brazilian-certified translator Documents that must be notarized, legalized or contain an apostille duly affixed Documents that need to be translated for the appointment of a lawyer, powers of attorney, by-laws or articles of incorporation specifying the person signing the documents has the powers to do so. Documents such as credit applications, purchase orders, receipts and invoices that should be prepared in both the customer’s and seller’s language Examples of mistranslations that could impact business operations The eight rules for writing a document that will be clear, ready for translation and legally bidding
Anatomy of a Preference (Pre-2017 Version)Contains 4 Component(s), Includes Credits
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.
Assessing Key Financial Information – The Balance Sheet and BeyondContains 3 Component(s) Recorded On: 10/18/2013
This on-demand webinar is available for 14 days after purchase and you may watch the on-demand webinar as many times as you like. This webinar provides practical guidance on Risk Assessment in an international environment. It will provide an overview of concepts in relation to carrying out an analysis of the key financial statements and interpreting information from a credit manager's perspective. The three most common types of financial statements are: The Balance Sheet The Profit and Loss Statement Cash Flow Statement See below for a full list of topics which will be covered during the series - Topics to be covered DAY 1 Events That Affect Cash Flow The ability to generate cash is a critical component of any successful enterprise. It is also important for the credit analyst to understand what events occurred that caused cash to increase or diminish. This session will cover activities most associated with fluctuations in the cash account. DAY 2 Recognizing Potential Problems in Financial Statements and a look at the key ratios for balance sheet analysis. A number of external and internal conditions as reflected on financial statements can signify potential problems. This session will examine a list of commonly encountered conditions whilst also looking at key ratio analysis such as Liquidity ratio, Profitability ratios & Leverage/Gearing ratios DAY 3 Country Standards - Factors in Understanding Financial Statements The size of a business and the country of domicile is a major source of influence on accounting standards and practices. This is important for the export credit manager to understand because differences in measurement and disclosure practices have an effect on the credit decision. This session will focus on the differences and what to look for.
B. Credit in the Company (part of Business Credit Principles)Contains 4 Component(s), Includes Credits
This module discusses the role and structure of the credit department in a business setting from strategic and organizational points of view.
Bankruptcy BootcampContains 10 Component(s), Includes Credits
In this 3 module course, you will learn the ins and outs of all things bankruptcy. Instructed by attorneys from Lowenstein Sandler, LLP, Mr. Eric Chavez and Mr. Jeffrey Cohen bring years of experience and expertise to these modules. Each module will build off of the previous, as you will learn the purposes of bankruptcy, what to know once a case has commenced, and the best ways to maximize recoveries and limit losses. Eric and Jeff will also use real-world examples to make the learning experience more practical. There will be a quiz at the end of each module to test your knowledge. Module 1, The Fundamentals: In this module, you will learn about the purpose of bankruptcy and the terms that you should be familiar with when talking about bankruptcy. The instructors will focus on certain bankruptcy chapters and explain who the key players are during a case, as well as how to obtain bankruptcy course filings, proof of claim, and voluntary vs involuntary bankruptcies. Module 2, A Case Has Commenced, Now What?: After reviewing a bit of module 1, you will learn the process and different aspects of a bankruptcy case once it has commenced. Using an example of a Chapter 11 case, our instructors will nail down the important things that you need to look out for during a case. You will also learn about who has the highest priority and who is next in line regarding claims priority. Module 3, Maximizing Recoveries and Mitigating Losses: In this module, Eric and Jeff will cover Section 503b9 claims, as well as reclamation rights and preference claims. This lesson is jam packed with information that will also touch on receipt of goods, a debtor's defense to priority claims, and a preference checklist once a lawsuit has commenced.
Bankruptcy Bootcamp in Anticipation of an Upcoming Insolvency WaveContains 1 Component(s) Recorded On: 04/30/2020
This on-demand webinar is available for 14 days after purchase and you may watch the on-demand webinar as many times as you like. As the United States and the rest of the world are confronting the COVID-19 pandemic, most industries are reeling from the disruption the pandemic has been causing. A huge bankruptcy wave is on the horizon. It is more important than ever for trade creditors to prepare themselves for this onslaught. This webinar featuring two of NACM’s favorites, will enable trade creditors to be pro-active when their financially distressed customers file for bankruptcy protection. The speakers will delve into the first-day papers filed in bankruptcy cases, the difference between Chapter 11 and the other chapters, the risks of joining an involuntary bankruptcy petition, the risk of doing business with a Chapter 11 debtor that has not yet obtained the approval for financing or the use of cash collateral, the impact of the automatic stay that arises when bankruptcy is filed and critical vendor protection. The speakers will then cover trade creditors’ administrative priority claims under Bankruptcy Code Section 503(b)(9) for the value of their goods received by the debtor within 20 days of bankruptcy, the difference between these claims and reclamation rights, the rights of creditors that are parties to "executory contracts," such as supply and service agreements and purchase orders, and the steps creditors should take to protect these rights after their customer files bankruptcy. A summary of the new Small Business Bankruptcy Reform Act, as recently amended by the CARES Act stimulus legislation, will also be presented.
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