Portfolio Management

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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Template: Credit Policy and Processes Manual

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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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Sample Credit Application

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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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