No Financials, No Problem!

Recorded On: 09/21/2020

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

We have all had situations where we need to determine the proper risk and exposure we are prepared to offer a customer without the benefit of having financials. This session explores the options and tools that are available to help you determine the appropriate credit limit to successfully manage your risk and exposure. The main points of the presentation are: the credit review process including what information is needed, the sources of the information and the steps to complete the review.

About the Speaker

Ed Bell, PhD, CBA, ICCE, is the Senior Manager, Credit Administration for W. W. Grainger Inc., an $11B global industrial supplies distributor. Ed has been at Grainger for more than four decades in many key roles such as Branch Manager, Sales Manager, Area Credit Manager, International Credit Manager, Corporate Accounts Credit Manager and National Corporate and Government Credit Manager. His diverse professional experience has enabled him to understand just how instrumental the credit department is in supporting every sale, which contributes and leads a company to success. Ed’s vast experience has enabled him not only to forge deep cross-departmental relationships within Grainger but also to build close relationships with Grainger’s customers which facilitates and grows sales. Ed has a deep passion for education and learning: Ed earned a Bachelor’s Degree in Business Administration, an MBA in Management and Finance, and a Doctorate in Business Administration. Ed also earned NACM’s Credit Business Associate (CBA) designation, FCIB’s Certified International Credit Professional (CICP) designation by successfully completing the International Credit & Risk Management course and went on to earn FCIB’s prestigious International Certified Credit Executive (ICCE) designation. Ed believes that education is a lifelong journey and continues to learn and share his expertise through serving as a speaker at many local and national NACM, CFDD, and FCIB events including the NACM Credit Congress. Because of Ed’s leadership and contributions, FCIB was able to develop and produce the “Going Global” series, designed to build core competencies of today’s global credit professional.  Believing that the large, multinational companies needed an easier way to engage large staffs with NACM, Ed helped NACM design and create its National Membership; Grainger was NACM’s first national member company. Ed is also a member of FCIB and the Credit and Financial Development Division (CFDD) and the Credit Research Foundation. Ed served on the NACM National Board of Directors and the FCIB Board of Directors.

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No Financials, No Problem!
Open to view video.
Open to view video. We have all had situations where we need to determine the proper risk and exposure we are prepared to offer a customer without the benefit of having financials. This session explores the options and tools that are available to help you determine the appropriate credit limit to successfully manage your risk and exposure. The main points of the presentation are: the credit review process including what information is needed, the sources of the information and the steps to complete the review.