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  • "Soft-Skills, Ways to Conduct Effective Conversations" with Kevin Stinner

    Contains 3 Component(s)

    We have found that employers are always looking for their current or prospective employees to have strong “soft-skills” which is a combination of people and communication skills as well as emotional intelligence and certain personality traits. In this course, you will learn about these skills and specifically how to have effective conversations face-to-face, on the phone, and with the sales department. Each one of these topics is broken down into it’s own module.

    Kevin Stinner, CCE, CCRA will teach you about the different methods of how to conduct effective conversations while talking face-to-face, on the phone, and specifically with the sales department. Kevin will use his real life experience to help guide you through unique and difficult situations, as well.


    Kevin Stinner, CCE, CCRA has been in the field of credit and collections since 2007.  He earned his BA in Business Management and leadership in 2001 from Blackburn Collage, and an MBA with emphasis in management in 2004 from AIU.  He is currently a Credit Manager with Pinnacle Agriculture Distribution where he has worked since 2017.  He earned his CCRA in August 2013 and CCE in November 2011.  He is currently a Director of the Chicago Midwest governing board, and member of the Editorial committee for Business Credit magazine.  Kevin has been published in Business Credit magazine, and by the InterConnection.  Kevin is a webinar presenter for NACM national, and a presenter at Credit Congress, and has spoken at several venues for NACM and other trade groups, across the country.  Kevin was the 2015 NACM Gateway Region Credit Excellence award recipient, and was awarded the National Emerging Leader Award in 2017.

  • CCE Exam Review, new

    Contains 3 Component(s)

    This is a 3-part Review course to help you prepare for the CCE Exam. You will learn from three experienced instructors who hold the CCE designation.

    This course will help you prepare for the CCE Exam. It has 3 different Parts which touch base on different aspects of the Exam.


    Georgette Bevan, CCE is the Director of Education with NACM Business Credit Services in Salt Lake City , Utah .  Georgette considers herself a product of the NACM Education and Professional Designation programs, and a Business Credit Education Groupie.  After achieving the Certified Credit Executive designation, she continued on to earn a Bachelors Degree in Business Management.  Georgette has 20 years of active duty in credit management in the chemical (plastics) industry.  Georgette has been earnestly engaged in coaching, mentoring and leading NACM Professional Designation review classes for the members of NACM Business Credit Services in Salt Lake City since receiving her CCE designation.  She believes that "it takes a village" or affiliation of mentors to raise a CCE

    Lisa Keller, CCE, CGA is the Director of Education and Industry Credit Groups Manager for NACM Business Credit Services in Salt Lake City, UT. She worked in credit management for over 20 years in the construction industry prior to joining NACM. Her enthusiasm and her ability to forge relationships with customers and co-workers contributed to her success in the credit field, and led to her career move.

    Lisa has earned the CBA, CBF, CGA and CCE designations. While working in credit management she was a member of several Industry Trade Credit Groups and the Intermountain Credit Education League. She was elected to the NACM BCS board of directors three times, most recently serving as Chairman and counselor.  She is a certified CAP Course instructor teaching the Principles of Business Credit course, and has instructed CBA and CBF exam review classes. In addition, she served as a founding member of the Utah Construction Suppliers Association which was formed to ensure that construction suppliers had a voice in state legislation, and on the Planning Commission for West Jordan City.


    Val Venable, CCE was the Director of Credit for Ascend Performance Materials in Houston, Texas, a global supplier of Chemicals, Nylon and Plastics serving the automotive, consumer and industrial, chemicals, electrical, carpet and industrial fibers markets. Previously she was the America’s Credit Manager for SABIC Innovative Plastics, formerly GE Plastics. With 40 years’ experience as a credit manager, Ms. Venable has worked in domestic and international credit in the aerospace, steel and metals, marine, chemicals and plastics industries. Val is a Certified Expert Witness for defending creditors in Bankruptcy Section 547 Preference Actions, and testified before the American Bankruptcy Institute committee for bankruptcy reform.  Ms. Venable served on the National Board of Directors of NACM for eight years, serving as Chairman of the Board for 2001-2002. Additionally, she has served on and chaired many of the National Committees, including Budget and Finance, Honors and Awards, Government Affairs, Education and Accreditation. Ms. Venable is currently a member of NACM Gulf States, having also served on their Board of Directors. She has led education sessions at the NACM Credit Congress, the Metals and Steel, and the Food Services Industry Day Groups and has addressed various CFDD Affiliates. Ms. Venable received the national CCE Designation of Excellence Award in 2006. A 1994 graduate of NACM Graduate School of Credit and Financial Management, Val received the Distinguished Student Award. Ms. Venable considers it a great honor to be the recipient of the 2013 Alice M.H. McGregor Award of Exceptional Achievement.


  • Financial Statement Analysis 1, new

    Contains 19 Component(s), Includes Credits

    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.

    This is an introductory course in financial (accounting) statements and their analysis.  It reviews the basic financial statements, quality issues in using these statements, and the analysis of these statements for the purposes of making credit decisions.

    This is an on-line self-paced course.  You will study the text and view the lectures, which are composed of power point slides and an audio track.  The lectures explain and expand on the material in the text and explain its relevance to trade credit-granting decisions.  Lectures are by Dr. Frederick C. Scherr, Professor of Finance (Emeritus), West Virginia University.

    The purchase of this course includes a copy of the required text, Lyn M. Fraser and Aileen Ormiston, Understanding Financial Statements, Custom Edition, Pearson Learning Solutions.  The text will be mailed to you within 5 business days of the date of enrollment.

    Instructor: 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.

  • CBA Exam Review, new

    Contains 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.

    Instructor Toni Drake, CCE narrates the CBA Exam Review to help you prepare for the Exam. She touches on topics that you learned in Business Credit Principles, Basic Financial Accounting, and Financial Statement Analysis 1. At the beginning of the modules, the topics that are covered in the module are listed.


    Toni brings over 30 years of oil and gas credit experience to the table. Toni holds a CCE, which is NACM’s most prestigious designation. After earning her CCE, she went on to attend and excel at NACM’s Graduate School of Credit and Financial Management to further her education in the field of credit. Toni continues to support the credit profession as a speaker and instructor at events like NACM’s annual Credit Congress.

    If you took Business Credit Principles through our Credit Learning Center or at Headquarters, you will recognize Toni’s voice because she was the instructor who taught that course.

  • Ed Altman, The Z-Score

    Contains 3 Component(s)

    In this module, you will learn about the Bankruptcy Prediction Model created by Ed Altman, titled "The Z-Score".

    Almost a half century after creating this prediction model, the Altman Z-Score remains a widely used and accurate predictor for corporate bankruptcies. Join bankruptcy guru Edward Altman, Ph. D, who devised the indicator model, as he takes a look at the Altman Z-Score models after 50 years, credit scoring systems, the credit cycle outlook and major risks going forward.


  • Collections – Why Customer’s Don’t Pay

    Contains 4 Component(s), Includes Credits

    Topics covered in this learning module include The Costs of Credit, Reasons for Non Payment, “Real” Reasons for Non Payment, and Bad Intentions.

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    In order to better understand why customer’s sometimes don’t pay, it is helpful to understand the concept of the cost of credit. , There are four basic costs of credit that businesses should consider when developing a credit policy which will aid in understanding why a customer doesn’t pay, and thus enable a business to prevent some of these situations. , Topics covered in this learning module include The Costs of Credit, Reasons for Non Payment, “Real” Reasons for Non Payment, and Bad Intentions. , After successful completion of this learning module the student should understand what the four costs of credit are and how they impact a business, the concept of the Payment Gap, the concept of the Red Zone , the reasons that customers don’t pay and customers with bad intentions..

    Speaker Bio:

    Robert S. Bernstein is managing partner of Bernstein Law Firm, P.C. , He serves as counsel to commercial landlords, equipment lessors, bankruptcy trustees, creditors' committees, creditors, and reorganizing businesses in proceedings throughout Pennsylvania and the Middle Atlantic States, concentrating in the many facets of bankruptcy and commercial law. , Mr. Bernstein writes and lectures for local and national groups on matters of collection, bankruptcy, business law, and professional ethics and, for more than ten years, has been certified as both a creditors' rights and business bankruptcy specialist by the American Board of Certification. , Mr. Bernstein earned a BA from the University of Pittsburgh in 1976 and a J.D. from Duquesne University in1981.


  • Collections – Documenting the Credit Relationship

    Contains 4 Component(s), Includes Credits

    This learning module presents Preparation, the Credit Policy Manual, Requirements for Credit Decisions and the Credit Agreement.

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    Documenting the credit relationship is a vital part of the preparation for lending. , Getting set up properly so that the right policies and procedures are in place can help ensure a good credit relationship with the customer. , This learning module presents Preparation, the Credit Policy Manual, Requirements for Credit Decisions and the Credit Agreement. , After successful completion of this learning module the student should understand why preparation is important, the importance of a credit policy manual and what should be included in it, the requirements for a credit decision, what a credit agreement is, what goes into it, and who should use one.

    Speaker Bio:

    Robert S. Bernstein is managing partner of Bernstein Law Firm, P.C. , He serves as counsel to commercial landlords, equipment lessors, bankruptcy trustees, creditors' committees, creditors, and reorganizing businesses in proceedings throughout Pennsylvania and the Middle Atlantic States, concentrating in the many facets of bankruptcy and commercial law. , Mr. Bernstein writes and lectures for local and national groups on matters of collection, bankruptcy, business law, and professional ethics and, for more than ten years, has been certified as both a creditors' rights and business bankruptcy specialist by the American Board of Certification. , Mr. Bernstein earned a BA from the University of Pittsburgh in 1976 and a J.D. from Duquesne University in 1981.


  • Collections – Granting Credit: Regulatory Considerations

    Contains 4 Component(s), Includes Credits

    This learning module will present the topics of Customer and Guarantor Information, Collections, Federal Statutes and Regulations, and State Statutes and Regulations.

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    It is necessary when thinking about credit policy to evaluate whether a company’s credit policies comply with the law. , Federal and state regulations govern the extension and enforcement of credit. , , This learning module will present the topics of Customer and Guarantor Information, Collections, Federal Statutes and Regulations, and State Statutes and Regulations. , After successful completion of this learning module the student should understand the importance of safeguarding customer and guarantor information, what collection strategies are prohibited by the Federal Communications Commission, Federal law, State law, and postal laws, recording-keeping rules for merchants, the major federal statutes and regulations (ECOA, FCRA, Fair Credit Billing Act), and state statutes and regulations.

    Speaker Bio:

    Robert S. Bernstein is managing partner of Bernstein Law Firm, P.C. , He serves as counsel to commercial landlords, equipment lessors, bankruptcy trustees, creditors' committees, creditors, and reorganizing businesses in proceedings throughout Pennsylvania and the Middle Atlantic States, concentrating in the many facets of bankruptcy and commercial law. , Mr. Bernstein writes and lectures for local and national groups on matters of collection, bankruptcy, business law, and professional ethics and, for more than ten years, has been certified as both a creditors' rights and business bankruptcy specialist by the American Board of Certification. , Mr. Bernstein earned a BA from the University of Pittsburgh in 1976 and a J.D. from Duquesne University in 1981.


  • Collections – Bankruptcy Overview

    Contains 4 Component(s), Includes Credits

    This learning module presents an overview of the chapters of bankruptcy, giving more detail to Chapters 7 and 11.

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    Bankruptcy is a federal statute, although there is some variation from state to state due to individual state laws. , This learning module presents an overview of the chapters of bankruptcy, giving more detail to Chapters 7 and 11. , Other topics covered include The Players and What They Want, Creditor Issues, Preferences and Proof of Claim. , After successful completion of this learning module the student should understand what each bankruptcy chapter is designed to address and how it functions, who is involved in a bankruptcy case, and what their roles are, the function of the means test, the role of the creditors committee, the order of distribution of assets in a Chapter 11, what a reclamation right is, what a preference is and when to file a proof of claim.

    Speaker Bio:

    Robert S. Bernstein is managing partner of Bernstein Law Firm, P.C. , He serves as counsel to commercial landlords, equipment lessors, bankruptcy trustees, creditors' committees, creditors, and reorganizing businesses in proceedings throughout Pennsylvania and the Middle Atlantic States, concentrating in the many facets of bankruptcy and commercial law. , Mr. Bernstein writes and lectures for local and national groups on matters of collection, bankruptcy, business law, and professional ethics and, for more than ten years, has been certified as both a creditors' rights and business bankruptcy specialist by the American Board of Certification. , Mr. Bernstein earned a BA from the University of Pittsburgh in 1976 and a J.D. from Duquesne University in 1981.


  • Collections – Delinquencies and the Collection Process

    Contains 4 Component(s), Includes Credits

    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.

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    It is critical to have a policy in place for implementing the management of credit accounts. , A credit policy that provides consistency in decision making and implementation will be helpful if it is necessary to deal with a delinquent account. , 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. , After successful completion of this learning module the student should understand the cost of credit (the Payment Gap, the Red Zone, the cost of delinquency over time), how payment terms or contractual terms relate to delinquency and collections, the importance of having a collections procedure with increasing pressure at appropriate intervals, when to use outside sources for collections, who to use as an outside source of collections and the role of lawyers in collections.

    Speaker Bio:

    Robert S. Bernstein is managing partner of Bernstein Law Firm, P.C. , He serves as counsel to commercial landlords, equipment lessors, bankruptcy trustees, creditors' committees, creditors, and reorganizing businesses in proceedings throughout Pennsylvania and the Middle Atlantic States, concentrating in the many facets of bankruptcy and commercial law. , Mr. Bernstein writes and lectures for local and national groups on matters of collection, bankruptcy, business law, and professional ethics and, for more than ten years, has been certified as both a creditors' rights and business bankruptcy specialist by the American Board of Certification. , Mr. Bernstein earned a BA from the University of Pittsburgh in 1976 and a J.D. from Duquesne University in1981.