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  • Drive Fast and Effective Collections

    Contains 1 Component(s) Recorded On: 04/13/2021

    This on-demand webinar is available for 14 days after purchase. You want to collect cash faster, and your AR team is working around the clock—endlessly issuing invoices, chasing customers and resolving disputes. What gives? Improving the effectiveness of collections is not just about sending invoices quickly and increasing the number of follow-ups. Nor is it about resolving disputes and then returning to the same old ways of working. These methods may temporarily help you get more money in the door. However, they do little to achieve a long-term, sustainable solution that improves how quickly customers pay you and their relationship with your organization. In this webinar, learn about best practices that enable you to establish a world-class collection process through optimized communications, effective customer touchpoints and a proven workflow. It's time to get paid! Objectives include: Best practices to ensure your customers receive the right communications at the right time. Why two-way communication is essential for your customers and how this boosts your bottom line. How to align with sales to ensure customer relationships are protected and collections run smoothly. How to optimize your workflow and provide your team with a process that accelerates payment speed and improves the customer experience.

    This on-demand webinar is available for 14 days after purchase.

    You want to collect cash faster, and your AR team is working around the clock—endlessly issuing invoices, chasing customers and resolving disputes. What gives?

    Improving the effectiveness of collections is not just about sending invoices quickly and increasing the number of follow-ups. Nor is it about resolving disputes and then returning to the same old ways of working. These methods may temporarily help you get more money in the door. However, they do little to achieve a long-term, sustainable solution that improves how quickly customers pay you and their relationship with your organization.

    In this webinar, learn about best practices that enable you to establish a world-class collection process through optimized communications, effective customer touchpoints and a proven workflow. It's time to get paid!

    Objectives include:

      • Best practices to ensure your customers receive the right communications at the right time.
      • Why two-way communication is essential for your customers and how this boosts your bottom line.
      • How to align with sales to ensure customer relationships are protected and collections run smoothly.
      • How to optimize your workflow and provide your team with a process that accelerates payment speed and improves the customer experience. 

    About the Speaker

    Sarah-Jayne Martin, Senior Product Specialist, YayPay, Chicago, IL

    Sarah-Jayne Martin is a finance professional specializing in the areas of credit management, payment processing, collections and accounts receivable. With more than 20 years’ experience managing large global teams, Sarah-Jayne has a strong focus on increasing efficiency within the order to cash cycle and improving the customer experience. Hailed as an industry expert, Sarah-Jayne makes regular appearances in the finance space, often featuring on thought-leading panels and in industry discussions.

  • Project Management Principles That Drive Continuous Improvement

    Contains 1 Component(s) Recorded On: 04/07/2021

    This on-demand webinar is available for 14 days after purchase. Project management applies operational, business, and management knowledge to the identification of project activities that are required to complete deliverables within timelines and cost estimates. Attendees of this webinar will gain a practical knowledge of project management techniques, approaches and templates. Attendees will also learn how and when to apply these project management tools. Learning Objectives: We’ll learn about practical project management techniques, approaches and templates. We’ll learn how to develop a business case. Attendees will be able to identify project management risk and success factors. Attendees will understand the value of communication and why it’s important to know your audience. We’ll define a project management scorecard along with the components of the end of project review.

    This on-demand webinar is available for 14 days after purchase.

    Project management applies operational, business, and management knowledge to the identification of project activities that are required to complete deliverables within timelines and cost estimates.  Attendees of this webinar will gain a practical knowledge of project management techniques, approaches and templates. Attendees will also learn how and when to apply these project management tools.

    Learning Objectives:  

    • We’ll learn about practical project management techniques, approaches and templates. 
    • We’ll learn how to develop a business case. 
    • Attendees will be able to identify project management risk and success factors.
    • Attendees will understand the value of communication and why it’s important to know your audience. 
    • We’ll define a project management scorecard along with the components of the end of project review.

    About the Speaker

    Chris Doxey, CAPP, CCSA, CICA, CPC, President, Doxey Inc., Paeonian Springs, VA

    Chris Doxey is an author, speaker and management consultant who is passionate about improving financial process.Chris focuses on internal controls, process transformation and automation. She has extensive experience with trade directories, metrics and analytics and self-audit tools.

    Chris spent more than25 years at Hewlett Packard and Verizon in senior P2P, logistics, and finance andaccounting leadership positions.Chris held executive positions with global P2P audit firms for eight years.During her eight years of management consulting experience, Chris designed a new fiscal closing process for a large enterprise, implemented a self-audit tool for a global P2P audit firm. Chrisdeveloped the requirements for a trade directory and drove theimplementation process for a global financial institution. As an example of her process transformation work, Chris worked with a large university to improve internal controls and implement automated account payable processes. She also develops educational content for several P2P solution providers.

    Chris works with the riskcloud product team at Oracle where she developed the initial set of automated P2P controls and collaborates with the Oracle team on a frequent basis to discuss improvements. She is a long-time speaker at Oracle’s Open World conferences.She leads the risk advisory practice for an Oracle partner and supports the implementation of risk cloud for large enterprise clients. 

    Chris is acertified accounts payable professional (CAPP) and holdsa certification in controls self-assessments (CSA). She is a certified professional controller (CPC) and a certified internal controls auditor (CICA). Chris holds a BA, BS, MBA, and a graduate certificate in project management. Chris is a member of the Institute for Internal Controls (IIC), the Institute of Internal Auditors (IIA) and the Association of Certified Fraud Examiners (ACFE). She is onthe advisory board for the IIC and the Exchange Summit.Chris is the author of The Internal Controls Toolkit and The Fiscal Close Toolkit published by Wiley in 2019. The Controller’s Toolkit and The AP Toolkit will be published in 2021.

  • How to Reduce Supplier and Buyer Friction

    Contains 1 Component(s) Recorded On: 03/31/2021

    This on-demand webinar is available for 14 days after purchase. Are you looking for processes to improve supplier and buyer relationships? Learn about the tools and integrated solutions that will reduce friction between suppliers and buyers. This course is recommended for Controllers, Shared Service Management, AP/P2P, and AR/O2C Business Process Owners. Learning Objectives: We’ll identify the areas of friction with the AP/P2P and AR/ORC processes. We’ll review the “pain points” within the onboarding process and the supplier and buyer ecosystem. Attendees will recognize how these “pain points” impact AP and AR processes. Attendees will determine how automated solutions can reduce this friction and improve AP and AR processes.

    This on-demand webinar is available for 14 days after purchase.

    Are you looking for processes to improve supplier and buyer relationships?  Learn about the tools and integrated solutions that will reduce friction between suppliers and buyers. This course is recommended for Controllers, Shared Service Management, AP/P2P, and AR/O2C Business Process Owners.

    Learning Objectives: 

    • We’ll identify the areas of friction with the AP/P2P and AR/ORC processes. 
    • We’ll review the “pain points” within the onboarding process and the supplier and buyer ecosystem.
    • Attendees will recognize how these “pain points” impact AP and AR processes.
    • Attendees will determine how automated solutions can reduce this friction and improve AP and AR processes.

    About the Speaker

    Chris Doxey, CAPP, CCSA, CICA, CPC, President, Doxey Inc., Paeonian Springs, VA

    Chris Doxey is an author, speaker and management consultant who is passionate about improving financial process.Chris focuses on internal controls, process transformation and automation. She has extensive experience with trade directories, metrics and analytics and self-audit tools.

    Chris spent more than25 years at Hewlett Packard and Verizon in senior P2P, logistics, and finance andaccounting leadership positions.Chris held executive positions with global P2P audit firms for eight years.During her eight years of management consulting experience, Chris designed a new fiscal closing process for a large enterprise, implemented a self-audit tool for a global P2P audit firm. Chrisdeveloped the requirements for a trade directory and drove theimplementation process for a global financial institution. As an example of her process transformation work, Chris worked with a large university to improve internal controls and implement automated account payable processes. She also develops educational content for several P2P solution providers.

    Chris works with the riskcloud product team at Oracle where she developed the initial set of automated P2P controls and collaborates with the Oracle team on a frequent basis to discuss improvements. She is a long-time speaker at Oracle’s Open World conferences.She leads the risk advisory practice for an Oracle partner and supports the implementation of risk cloud for large enterprise clients. 

    Chris is acertified accounts payable professional (CAPP) and holdsa certification in controls self-assessments (CSA). She is a certified professional controller (CPC) and a certified internal controls auditor (CICA). Chris holds a BA, BS, MBA, and a graduate certificate in project management. Chris is a member of the Institute for Internal Controls (IIC), the Institute of Internal Auditors (IIA) and the Association of Certified Fraud Examiners (ACFE). She is onthe advisory board for the IIC and the Exchange Summit.Chris is the author of The Internal Controls Toolkit and The Fiscal Close Toolkit published by Wiley in 2019. The Controller’s Toolkit and The AP Toolkit will be published in 2021.

  • The Leadership Toolkit

    Contains 1 Component(s) Recorded On: 03/29/2021

    This on-demand webinar is available for 14 days after purchase. This session will define and describe the principles of leadership. We will also provide examples of leadership styles that will allow the participants to determine their own leadership style as well as the styles of their managers, peers, and subordinates. We’ll discuss how situational leadership can be an effective leadership style. Learning Objectives: We’ll determine what makes leaders successful. We’ll discuss the difference between good leadership and management. Attendee will understand the impact that positive leadership has on motivation and the employee’s performance. Attendees will understand the nuances and differences of mentoring and coaching via a case study.

    This on-demand webinar is available for 14 days after purchase.

    This session will define and describe the principles of leadership. We will also provide examples of leadership styles that will allow the participants to determine their own leadership style as well as the styles of their managers, peers, and subordinates. We’ll discuss how situational leadership can be an effective leadership style. 

    Learning Objectives: 

    • We’ll determine what makes leaders successful. 
    • We’ll discuss the difference between good leadership and management.   
    • Attendee will understand the impact that positive leadership has on motivation and the employee’s performance. 

    Attendees will understand the nuances and differences of mentoring and coaching via a case study.

    About the Speaker

    Chris Doxey, CAPP, CCSA, CICA, CPC, President, Doxey Inc., Paeonian Springs, VA

    Chris Doxey is an author, speaker and management consultant who is passionate about improving financial process.Chris focuses on internal controls, process transformation and automation. She has extensive experience with trade directories, metrics and analytics and self-audit tools.

    Chris spent more than25 years at Hewlett Packard and Verizon in senior P2P, logistics, and finance andaccounting leadership positions.Chris held executive positions with global P2P audit firms for eight years.During her eight years of management consulting experience, Chris designed a new fiscal closing process for a large enterprise, implemented a self-audit tool for a global P2P audit firm. Chrisdeveloped the requirements for a trade directory and drove theimplementation process for a global financial institution. As an example of her process transformation work, Chris worked with a large university to improve internal controls and implement automated account payable processes. She also develops educational content for several P2P solution providers.

    Chris works with the riskcloud product team at Oracle where she developed the initial set of automated P2P controls and collaborates with the Oracle team on a frequent basis to discuss improvements. She is a long-time speaker at Oracle’s Open World conferences.She leads the risk advisory practice for an Oracle partner and supports the implementation of risk cloud for large enterprise clients. 

    Chris is acertified accounts payable professional (CAPP) and holdsa certification in controls self-assessments (CSA). She is a certified professional controller (CPC) and a certified internal controls auditor (CICA). Chris holds a BA, BS, MBA, and a graduate certificate in project management. Chris is a member of the Institute for Internal Controls (IIC), the Institute of Internal Auditors (IIA) and the Association of Certified Fraud Examiners (ACFE). She is onthe advisory board for the IIC and the Exchange Summit.Chris is the author of The Internal Controls Toolkit and The Fiscal Close Toolkit published by Wiley in 2019. The Controller’s Toolkit and The AP Toolkit will be published in 2021.

  • Using Financial Modeling to Assess Risks Before They Happen

    Contains 1 Component(s) Recorded On: 03/25/2021

    This on-demand webinar is available for 14 days after purchase. Financial modelling helps credit professionals make predictions on how a company’s financial statements could change under forecast assumptions. Likewise, forecasting is an essential tool to assess the risk of a firm. Together these tools become even more imperative to use when evaluating a company's credit risk using data collected prior to sudden and significant shifts in country, macro-economic or industry risks such as the impact of Covid-19. Join Antje Seiffert-Murphy, CFA, of Nexus Specialty Inc. as she works through a forecasting example with varying assumptions and addresses alternative ways to research and understand risk. Antje will also discuss potential questions that a vendor might raise to understand a buyer’s risk better.

    This on-demand webinar is available for 14 days after purchase.

    Financial modelling helps credit professionals make predictions on how a company’s financial statements could change under forecast assumptions. Likewise, forecasting is an essential tool to assess the risk of a firm.

    Together these tools become even more imperative to use when evaluating a company's credit risk using data collected prior to sudden and significant shifts in country, macro-economic or industry risks such as the impact of Covid-19.

    Join Antje Seiffert-Murphy, CFA, of Nexus Specialty Inc. as she works through a forecasting example with varying assumptions and addresses alternative ways to research and understand risk. Antje will also discuss potential questions that a vendor might raise to understand a buyer’s risk better.

    About the Speaker

    Antje Seiffert-Murphy, CFA, Nexus Specialty

    Antje Seiffert-Murphy is a CFA® Charterholder. Based in Nexus New York office, she is responsible for their North American trade credit insurance operations. Antje has wide experience in trade credit, political risk and surety underwriting, and has worked across numerous industries and countries. Her knowledge in both primary and reinsurance trade credit underwriting extends from her time as a reinsurance underwriter in Hannover, Germany, and primary risk underwriting capacities in New York.

  • Protecting Liens & Bond Collateral in Minnesota

    Contains 1 Component(s) Recorded On: 03/24/2021

    This on-demand webinar is available for 14 days after purchase. The Minnesota Short Course; protecting lien and bond collateral is intended to review or refresh construction industry professionals on the fundamentals of lien and bond law in Minnesota and to share some tips and traps drawn from experience. The program emphasizes the concept of the right to have a lien or bond claim as a form of “collateral for the extension of the credit essential to construction. Lien and bond rights are not self-executing. They need early attention to the steps to gather and correctly analyze project information to identify and protect those rights. The course will also cover the requirements for Notice to Owner and perfecting and enforcing a claim where that becomes necessary.

    This on-demand webinar is available for 14 days after purchase.

    The Minnesota Short Course; protecting lien and bond collateral is intended to review or refresh construction industry professionals on the fundamentals of lien and bond law in Minnesota and to share some tips and traps drawn from experience.  The program emphasizes the concept of the right to have a lien or bond claim as a form of “collateral for the extension of the credit essential to construction.  Lien and bond rights are not self-executing.  They need early attention to the steps to gather and correctly analyze project information to identify and protect those rights.  The course will also cover the requirements for Notice to Owner and perfecting and enforcing a claim where that becomes necessary

    About the Speaker

    Jim Sander, Esq.

    James Sander is a member of the Construction Litigation section of Larkin Hoffman’s Real Estate Litigation Group with special emphasis in construction litigation, mechanic liens and surety bond claims. Applying 40 years of experience, Mr. Sander works with clients in the construction industry as an adviser and advocate. He practices law in Minnesota, Wisconsin and North Dakota applying more than 40 years of experience working with clients across the construction industry as an adviser, an advocate and a speaker to construction industry groups on lien bond and construction issues.

    Mr. Sander is a 1976 graduate of the University of Minnesota Law School and a member of the Bars of Minnesota, Wisconsin and North Dakota. During his years in practice, he has tried to help the industry understand the lien and bond rights as collateral and how to take the early steps to protect and preserve those rights so they are available if needed. Thoughtful use of lien and bond protections is actually a way for the financial services department of suppliers and contractors to say “yes” to customers that would not otherwise qualify while actively preserving the receivables which are one of a company’s most important assets.

  • Recent Stimulus Legislation’s Changes to the Bankruptcy Code

    Contains 1 Component(s) Recorded On: 03/15/2021

    This on-demand webinar is available for 14 days after purchase. The speakers will discuss the changes to the Bankruptcy Code enacted as part of the Consolidated Appropriations Act of 2021. These changes include a new statutory exception to preference liability that raises many questions for creditors to consider and for courts to resolve following litigation. The speakers also will discuss Debtor eligibility for PPP loans, expanded debtor protections in connection with commercial leases, and other changes.

    This on-demand webinar is available for 14 days after purchase.

    The speakers will discuss the changes to the Bankruptcy Code enacted as part of the Consolidated Appropriations Act of 2021. These changes include a new statutory exception to preference liability that raises many questions for creditors to consider and for courts to resolve following litigation. The speakers also will discuss Debtor eligibility for PPP loans, expanded debtor protections in connection with commercial leases, and other changes. 

    About the Speakers

    Bruce Nathan, Esq.

    With more than 35 years of experience in the bankruptcy and insolvency field, Bruce is a recognized leader nationwide in trade creditor rights and the representation of trade creditors in bankruptcy and other legal matters. He has represented trade and other unsecured creditors, unsecured creditors' committees, secured creditors, and other interested parties in many of the larger Chapter 11 cases that have been filed. Bruce also handles letters of credit, guarantees, security, consignment, bailment, tolling, and other agreements and legal credit issues for the credit departments of institutional clients.

    Among his various legal recognitions, Bruce received the Top Hat Award in 2011, a prestigious annual award honoring extraordinary executives and professionals in the credit industry. He was co-chair of the Avoiding Powers Committee that worked with the American Bankruptcy Institute's (ABI) Commission to Study the Reform of Chapter 11, participated in ABI's Great Debates at their 2010 Annual Spring Meeting–arguing against repeal of the special BAPCPA protections for goods providers and commercial lessors–and was a panelist for a session sponsored by ABI. He is a frequent presenter at industry conferences throughout the country, as well as a prolific author regarding bankruptcy and creditors' rights topics in various legal and trade publications. Bruce is a co-author of "Trade Creditor Remedies Manual: Trade Creditors' Rights under the UCC and the U.S Bankruptcy Code," published by ABI at the end of 2011. He has also contributed to ABI Journal and is a former member of ABI's Board of Directors and former co-chair of ABI's Unsecured Trade Creditors Committee. 

    Eric Chafetz, Esq.

    Creditors' committees, trade creditors, and plan/liquidating trustees involved in complex bankruptcies regularly turn to Eric for strategic counsel on creditors' rights. He also represents secured creditors in connection with their use of cash collateral and related adequate protection issues, and he advises debtors on various phases of their reorganization efforts. Eric frequently negotiates:

    • Cash collateral and debtor-in-possession (DIP) financing orders
    • Bid procedures, bid procedures orders, sale orders, and the underlying corporate transaction documents
    • Plans of reorganization, liquidation trust agreements, plan supplements, plan support agreements, and rights offering procedures

    Additionally, Eric advises clients on their rights associated with the assumption and assignment of executory contracts and the cure amounts associated therewith.  Eric is well-versed in all aspects of the claims resolution and reconciliation process. Clients benefit from his extremely successful track record in investigating and prosecuting actions against officers, directors, and lenders, as well as in prosecuting and defending hundreds of preference actions. A leader in his field, Eric participated in the American Bankruptcy Institute (ABI) Commission's Avoidance Power Subcommittee's study of the aspects of the Bankruptcy Code involving preferences, creditors' reclamation rights, and creditors' rights under Section 503(b)(9). Eric is also a prolific author and has published numerous articles addressing various cutting-edge issues in journals geared toward trade creditors. He is a frequent speaker on current bankruptcy and creditors’ rights topics, including serving as a guest lecturer at the Columbia University School of Professional Studies and Cornell Tech’s Master of Laws program, where he has presented topics on the intersection of bankruptcy and such fields as real estate and intellectual property.

    Active in the firm's pro bono efforts, Eric has represented several individuals who filed for Chapter 7 bankruptcy protection, as well as veterans before the Department of Veterans Affairs. 

    Michael Papandrea, Esq.

    Michael provides counsel to debtors, creditors’ committees, individual creditors, liquidating trustees, and other interested parties with respect to corporate bankruptcy and creditors’ rights matters, including bankruptcy-related litigation. Reliable and efficient, Michael is appreciated for his innate ability to effectively apply and communicate his understanding of the law and general business principles with respect to complex issues, both while providing advice to clients and while aggressively advocating on their behalf. Michael works tirelessly to understand clients’ needs and provide practical solutions that are reasonable, balanced, and favorable to the clients he serves. Michael takes pride in his commitment to the community and provides pro bono representation to individuals and a nonprofit organization regarding bankruptcy and foreclosure-related matters. Prior to joining the firm, Michael held multiple clerkships in the U.S. Bankruptcy Court; he clerked for the Hon. Jerrold N. Poslusny, Jr. (District of New Jersey), the Hon. Ashely M. Chan (Eastern District of Pennsylvania), and the Hon. Gloria M. Burns (Chief Judge, District of New Jersey). Michael applies the valuable insights learned from working closely and directly with these members of the judiciary to his everyday practice.

  • A Creative Approach to Accounts Receivable Insurance

    Contains 1 Component(s) Recorded On: 03/09/2021

    This on-demand webinar is available for 14 days after purchase. Join Ursula Wegrzynowicz & Jennifer Krause of EXIM Bank for a discussion about how U.S. government-issued credit insurance offers coverage for your accounts receivable in ways you may not be aware of. With changing market conditions, learn about EXIM Bank’s unique and flexible programs to enhance your current risk mitigation strategies. EXIM supports exporters of U.S. made products and services.

    This on-demand webinar is available for 14 days after purchase.

    Join Ursula Wegrzynowicz & Jennifer Krause of EXIM Bank for a discussion about how U.S. government-issued credit insurance offers coverage for your accounts receivable in ways you may not be aware of. 

    With changing market conditions, learn about EXIM Bank’s unique and flexible programs to enhance your current risk mitigation strategies. EXIM supports exporters of U.S. made products and services.

    About the Speakers

    Ursula Wegrzynowicz, Broker Account Manager, Export-Import Bank of the U.S. Ursula Wegrzynowicz recently re-joined EXIM Bank as a broker account manager servicing the exporting community by providing trade finance counseling related to the bank’s products. Prior to re-joining EXIM Bank, Ursula founded a trade finance brokerage, Emelev, LLC, with the goal of assisting U.S. exporters to reach their export potential. Ursula has also worked in logistics and international banking. A trusted advisor and international trade expert, Ursula has dedicated her career to guiding small- and medium-sized manufacturers on export strategy, trade finance, compliance and logistics.

    Ursula is a member of the board of directors of the International Trade Association of Greater Chicago (ITAGC). She also joined Women Entrepreneurs Grow Global and has served as an “export coach” to SMEs enrolled in ExporTech. She received her B.A. from Loyola University Chicago and her M.A. from American University.

    Jennifer Krause, Broker Account Manager, Export-Import Bank of the U.S.

    Jennifer Krause studied marketing management and has more than 20 years of experience in credit insurance, tax and financial statement preparation, commercial insurance financing, and finance management. Prior to joining EXIM Bank directly, Jennifer held positions as a private broker for EXIM Bank for 14 years, as well as finance positions at SunTrust Bank, and Top Services.

    In recognition for her contributions to international trade, Jennifer has been recognized with awards from the U.S. Department of Commerce, the World Trade Center, the Foreign Credit Insurance Association, and EXIM Bank.

  • How to Lead

    Contains 1 Component(s) Recorded On: 03/04/2021

    This on-demand webinar is available for 14 days after purchase. Successful leaders know how to increase their contributions by working through others. Studies show that 83% of leaders are underperforming. Join Winthrop Jeanfreau and learn how to go from being an individual contributor to an effective leader. In addition, he’ll share how to increase your ability to accomplish more as you take on more responsibility. Topics include: Finding your voice Knowing your team How to be heard Level 3 leadership A framework for conversations Resources

    This on-demand webinar is available for 14 days after purchase.

    Successful leaders know how to increase their contributions by working through others. Studies show that 83% of leaders are underperforming.

    Join Winthrop Jeanfreau and learn how to go from being an individual contributor to an effective leader. In addition, he’ll share how to increase your ability to accomplish more as you take on more responsibility.

    Topics include:

    • Finding your voice
    • Knowing your team
    • How to be heard
    • Level 3 leadership
    • A framework for conversations
    • Resources 

    About the Speaker

    Winthrop Jeanfreau, Executive Director, ImpactUtah.org

    Winthrop Jeanfreau has spent the past 30 years starting and selling businesses, including Aperion Audio, Shred-it in Oregon and SW Washington, WRLD Enterprises, Kameleon International, InCon Enterprise, and Cambric Graphics. As a result, he has extensive experience guiding emergent and rapid growth companies. Throughout his professional career, he has demonstrated his ability to identify opportunity, marshal appropriate resources and grow new companies to maximum profit.

    Currently, Win is the director of Impact Utah, a state-funded initiative that teaches operational excellence, revenue acceleration and leadership transformation to Utah manufactures and rural businesses statewide.

    He is a graduate of the University of Utah with a bachelor’s degree in communication, a minor in management, and the University of Oregon with a master’s degree in business administration.

  • LC Series—Choosing the Right INCOTERMS for Letters of Credit

    Contains 1 Component(s) Recorded On: 02/25/2021

    This on-demand webinar is available for 14 days after purchase. Topics that will be addressed during this webinar: Their role in export logistics Why INCOTERMS are important Establish “control” over product shipments Defining the 11 INCOTERMS History Misconceptions Establish clear understanding of each term Their impact on the financial side of export transactions Which INCOTERMS are best for exporters? Control, security, payment Which INCOTERMS are best for Importers? Which INCOTERMS are best to use in Letters of Credit?

    This on-demand webinar is available for 14 days after purchase.

    Topics that will be addressed during this webinar:

    • Their role in export logistics
    • Why INCOTERMS are important
      • Establish “control” over product shipments
    • Defining the 11 INCOTERMS
      • History
      • Misconceptions
      • Establish clear understanding of each term
      • Their impact on the financial side of export transactions
    • Which INCOTERMS are best for exporters?
      • Control, security, payment
    • Which INCOTERMS are best for Importers?
    • Which INCOTERMS are best to use in Letters of Credit?

    About the Speaker

    Richard “Chip” Thomas, General Manager, American Export Training Institute, West Chester, PA

    Mr. Thomas’ interest in international affairs and cultures began in high school where he had the opportunity to finish his junior and senior years at a private school in Zimbabwe, Africa.  He finished his B.A. from So. Illinois University in 1969, majoring in economics and history, and completed a master’s degree in 1975 from the Thunderbird Graduate School of International Management.  After his undergraduate degree, Mr. Thomas spent two and a half years working in Colombia, S.A. with the Peace Corps, followed by another two years in Colombia with the U.S. Information Agency (USIA).

    Upon returning to the U.S. and completing his graduate studies, Mr. Thomas entered a 22-year career in international banking, specializing in international trade and finance.  This work led to extensive international travel, with a 2-year assignment working and living in Mexico.

    During his banking career, Mr. Thomas developed a skill in training and was responsible for International Product and Service Training for Mellon Bank’s customers and employees.  Mr. Thomas left banking in early 1995 to pursue his interest in training by helping to establish the American Export Training Institute (AETI), which provides practical training in export finance to corporations and financial institutions throughout the U.S. and Canada.  Mr. Thomas is co-author of the Trade Finance Handbook, Thomson, 2005.  The book is targeted to small and mid-size companies (SMEs) interested in how to effectively enter the international trade arena.

    Mr. Thomas speaks fluent Spanish.