Learn the ins and outs of underwriting to ensure the success of your company’s credit department.

This proactive topic will explore the basics of managing the company’s credit function including the five C’s of credit, the credit department, the legal environment of credit, credit policy, and credit investigations.

Additionally, this topic will include a review of credit fraud, making trade credit decisions, customer visits, working with the sales department, and bankruptcy proceedings.

Learning Objectives:-

• You will be able to review credit policy, credit investigations, and credit fraud.
• You will be able to discuss the basics of making trade credit decisions, customer visits, and working with the sales department.
• You will be able to explain bankruptcy proceedings.
• You will be able to identify the company’s credit function.

Agenda:-

• Gain an understanding of the Company's Credit Underwriting Function Including the Five C's of Credit, the Credit Department, and the Legal Environment of Credit
• Review Credit Policy, Credit Investigations, and Credit Fraud
• Explore the Basics of Making Trade Credit Decisions, Customer Visits, and Working With the Sales Department
• Review Bankruptcy Proceedings

Who should Attend?

This live webinar is designed for CPAs, CFOs, controllers, presidents, vice presidents, credit and collection managers, credit analysts, loan documentation specialists, loan officers, business owners, and attorneys.