Credit Union National Association: CUNA Lending Council seeks outstanding programs | AmericanBanker.com: Busting Myths About Millennial Small-Business Owners | National Mortgage News: How This California Loan Officer Makes Her Moo-la | National Mortgage News: People Movers of the Week: July 8 | National Mortgage News: Big CRE Lender Makes Case for High Concentrations | National Mortgage News: Brexit Drives Mortgage Application Activity Surge: MBA | National Mortgage News: Agility Is More Important than Size for Mortgage Companies | Credit Union National Association: ICYMI: Messages from Nussle, Metsger at ACUC Monday |
The Credit Managers Tool Box - Tools, Tips and Strategies to Make a Sound Credit Decision (MLC652G)
for a group pricing
Credit Expert with 30 Years of Experience Provides Tools, Tips and Strategies to Help You Navigate through Credit Reports and Audited Financial Statements.
This session by expert speaker Ronald A. Sereika will provide you with various tools which are available either on the Internet, in a credit report or in audited financial statements. This session will help you navigate through them and find the necessary information to make a sound credit decision.
Ronald, with his vast credit experience, will help you understand different ways in which you can view your customers and handle specific situations with them. You will be able to analyze financial statements, get website names to find companies and their 10K and 10Q reports. You will also learn about auditor's opinion and what it means, how to use financial rations and how to interpret them once you determine the numbers. Going further, you will also understand how to write financial reports and present it to management for approval.
How to deal with setting up a new customer who is looking to do business with you for the first time
How to deal with a delinquent customer and retain him
Help people understand how to read a Balance sheet, the Statement of Cash flows as well as Income statement
Learn why a credit application is so important
Learn how to calculate Days sales outstanding (DSO) and how not to take that as a measurement of your success as a credit person, as it is more driven by sales then collections
Explaining why the Securities and Exchange Commission (SEC) is so important in the accounting rule making process
Why notes to the financial statements are important and need to be read
Why the Management and Discussion section of the financial statements is so crucial to read
Who Should Attend
Credits analysts all with 3-10 years experience
Controllers looking to understand credit and the decision making process
Attorneys trying to understand more about procedures and policies in a credit department
Small business owners looking to set up their credit team
*Single User Price. For multiple users please call 1-800-223-8720
Ronald A. Sereika has a Bachelor of Science Degree in Accounting and he has completed two-year executive credit and finance program as well as the GSCFM international program both at Amos Tuck School of Business at Dartmouth University. Ron was honored to have received the NACM National instructor o...
Disclaimer: The content herein does not represent any association between CFPB and Eli Financial LLC. CFPB neither endorses any product of Eli Financial LLC nor warrants accuracy of the content hereto.