Portfolio Management

Excel Essentials for Credit Professionals - Part 2

Archived Webinar

Each topic in our Excel Essentials for Credit Professionals Series is designed to help you solve a range of problems utilizing a class of functions and/or tools that are often overlooked. In this one-hour webinar our returning guest speaker, Nick Kenyeres, will cover Excel’s lookup functions (vlookup & hlookup) and conditional formatting. Stay ahead of the curve by joining us to learn how you can benefit by adding one more Excel essential skill to your personal arsenal.

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Excel Essentials for Credit Professionals - Part 1

Archived Webinar

If you’re looking for ways to increase your productivity and get more things done in a work day, this webinar on Excel ESSENTIALS is for you! During the 1 ½ hour session, attendees will learn about spreadsheet basics through live step-by-step demonstration and using simple exercises that credit professionals can relate to.

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Introduction to Corporate Governance

Why is governance important from a credit risk perspective? Jeremy Brisset, corporate lawyer at Osler, Hoskin & Harcourt will tell you at our next Live Webinar. This webinar will be of value to members of the credit sector, particularly those in commercial credit industry.

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Whitepaper: Essentials for Strategically Managing Credit in Any Economic Environment

Tool

A Best Practice (with new ideas) You Can Apply Now

 

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Larry’s Recipe for Success – Top 30 Ingredients

Article

Larry Pollock, the past president of the Canadian Western Bank offered these tips for success in his recent address to the delegates at the 2013 national credit conference in Jasper. Larry should know. He is Canada’s longest serving bank CEO, having led the Canadian Western Bank from 1990 to 2013.

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Template: Credit Policy and Processes Manual

Tool

A frame work and draft credit policy that can be used in its entirety or in parts by any company looking to set up a policy procedure manual.

 

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Credit Reporting

Article

Web sites of companies that provide credit reports for Canadian companies.

 

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Why are monitoring and control procedures critical to reduce bad debts and overdue accounts?

Video Breaks

 

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Credit and Collections as a Revenue Generator

Article

Next time you are spending quality time with a client, at a board meeting, or getting an update from the CFO you may want to inquire about practices of their company’s credit and collections department. The credit and collections department is constantly interacting with the company's customer base. This provides them with opportunities to augment sales, identify customer needs and problems, and / or be proactive in collecting those slow paying accounts. A properly operated credit and collections department can enhance profits and earnings per share.

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The 4C's of Credit for Business

Article

Credit people look carefully at trade accounts, especially in tough financial times, before they ship goods. What credit managers look for can be...

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Sample Credit Application

Tool

 

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Receivable Insurance Tips

Article

It is critical that you understand your obligations under the credit insurance policy you have signed and that you are complying with them.

 

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Black Holes and Old Invoices

Article

My article titled Black holes and Credit Management published in To Your Credit’s fall 2007 edition began with this paragraph:

“Credit management is an integral and highly visible part of the cash-to-cash business cycle, in which cash invested by shareholders is used to produce and deliver goods and services that are sold for even more cash.

 

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Black Holes and Heroes

Article

At times, the only force holding an organization together and preventing it from falling into the abyss comes from unsung heroes within its ranks. Read this article by Ron Lutka, CMA to find out more about the unsung heroes. There might even be parallels here to your organization.

 

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