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Run a Tight Ship with Effective Management of High Risk Customers

Run a Tight Ship with Effective Management of High Risk Customers

Join this LIVE panel discussion and get expert insight on how you could collaborate with your sales team and effectively manage difficult customers especially during recession.

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About this course

promoImage
description
lessonOverview

1 in 10 invoices are currently past due. 
30,000 businesses have filed for bankruptcy in North America alone. 

These are some shocking data as revealed by Euler Hermes. 

Managing credit risk is a key priority and challenge in today's dynamic and relatively unpredictable economy. Credit Managers are being asked to take a fresh look at their receivables portfolio.

You as a credit professional are tasked with finding ways to enable profitable revenue for your company. As the old saying goes, “Never say no, say yes, but how?”. Join this panel discussion to learn the exclusive ways to get Yes from your High-Risk customers.

Key Takeaways: 

1. Key strategies to deal with high-risk customers during a recession
2. The Imperative for Sales and Credit Collaboration on the treatment of at risk accounts
3. Tips for contributing to business growth while mitigating risk 
instructor
name title image description
Kelly Schmidt Senior Manager at Zillow Kelly is an accomplished Credit & Collections Leader with over 20 years of experience. Kelly currently works for Zillow,  a real estate tech company, overseeing their Credit & Collections organization. In her 20 years, Kelly has overseen both domestic and international teams all around the world from Mexico to Poland, India, Singapore, Australia and more.  She has successfully started many credit & collections teams from the ground up and turned them into top performing, record breaking teams.
Robert Shultz Founder, Quote to Cash Solution

Robert Shultz has had a thirty-year career as a global credit and financial executive for large multi-national companies. As a Founding Partner of Quote to Cash Solutions (Q2C) LLC, he provides consulting services in all aspects of the credit and collections process for companies of all sizes in a variety of industries.
Andrea Wolfe Director of Northwest Hardwoods
Ann began her career at Weyerhaeuser Company in Accounts Receivable. She worked her way into Business AR Analyst and then into the Credit Department, eventually becoming the Credit Manager of Northwest Hardwoods division and then moving up to the Director of Credit, Accounts Receivable & Invoicing. She has 40+ years of experience dealing with AR & Credit. She has also worked on multiple systems such as CARMS, SAP, lumber Track, GetPAID, and Great Plains 
Michelle Herman Business Development Consultant, HighRadius, Highako
Michelle has over 30 years of experience in the credit, credit info, collections, banking, customer service, product development, operations, ecommerce, strategic planning and business development arena.  She brings a highly unique mix of experience, skills, talent, creativity and dedication - along with an incredible network of high level professionals across the US and a variety of industries. She has worked for and with Fortune 100 companies, small mom and pop outfits, and even internet startups. She has also created and managed partner programs with major commercial A/R software firms such as HighRadius, Emagia, Cforia, Dynavisitics, CMS, WorkFlowA/R, etc. both at Experian and at NACM, and as a consultant

Curriculum60 Mins

  • Policy Changes to Better Manage Credit Risk Exposure (~ 8 Mins)
  • Policy Changes to Better Manage Credit Risk Exposure
  • Early Indicators to Look for in Financially Distressed Customers (~ 10 Mins)
  • Early Indicators to Look for in Financially Distressed Customers
  • Review Signs of Risk (~ 13 Mins)
  • Review Signs of Risk
  • Mitigate Economic Stress among Customers (~ 14 Mins)
  • Mitigate Economic Stress among Customers
  • Set Up Credit Boundaries for International Customers (~ 7 Mins)
  • Set Up Credit Boundaries for International Customers
  • Mitigate Credit Risk for Bankrupt Customers (~ 4 Mins)
  • Mitigate Credit Risk for Bankrupt Customers
  • Build a Healthy Customer Relationship (~ 10 Mins)
  • Build a Healthy Customer Relationship
  • Credit X Sales Collaboration (~ 10 Mins)
  • Credit X Sales Collaboration
  • Quiz and Course Completion Certificate
  • Quiz
  • Certificate and Feedback
  • Run a Tight Ship with Effective Management of High Risk Customers

About this course

promoImage
description
lessonOverview

1 in 10 invoices are currently past due. 
30,000 businesses have filed for bankruptcy in North America alone. 

These are some shocking data as revealed by Euler Hermes. 

Managing credit risk is a key priority and challenge in today's dynamic and relatively unpredictable economy. Credit Managers are being asked to take a fresh look at their receivables portfolio.

You as a credit professional are tasked with finding ways to enable profitable revenue for your company. As the old saying goes, “Never say no, say yes, but how?”. Join this panel discussion to learn the exclusive ways to get Yes from your High-Risk customers.

Key Takeaways: 

1. Key strategies to deal with high-risk customers during a recession
2. The Imperative for Sales and Credit Collaboration on the treatment of at risk accounts
3. Tips for contributing to business growth while mitigating risk 
instructor
name title image description
Kelly Schmidt Senior Manager at Zillow Kelly is an accomplished Credit & Collections Leader with over 20 years of experience. Kelly currently works for Zillow,  a real estate tech company, overseeing their Credit & Collections organization. In her 20 years, Kelly has overseen both domestic and international teams all around the world from Mexico to Poland, India, Singapore, Australia and more.  She has successfully started many credit & collections teams from the ground up and turned them into top performing, record breaking teams.
Robert Shultz Founder, Quote to Cash Solution

Robert Shultz has had a thirty-year career as a global credit and financial executive for large multi-national companies. As a Founding Partner of Quote to Cash Solutions (Q2C) LLC, he provides consulting services in all aspects of the credit and collections process for companies of all sizes in a variety of industries.
Andrea Wolfe Director of Northwest Hardwoods
Ann began her career at Weyerhaeuser Company in Accounts Receivable. She worked her way into Business AR Analyst and then into the Credit Department, eventually becoming the Credit Manager of Northwest Hardwoods division and then moving up to the Director of Credit, Accounts Receivable & Invoicing. She has 40+ years of experience dealing with AR & Credit. She has also worked on multiple systems such as CARMS, SAP, lumber Track, GetPAID, and Great Plains 
Michelle Herman Business Development Consultant, HighRadius, Highako
Michelle has over 30 years of experience in the credit, credit info, collections, banking, customer service, product development, operations, ecommerce, strategic planning and business development arena.  She brings a highly unique mix of experience, skills, talent, creativity and dedication - along with an incredible network of high level professionals across the US and a variety of industries. She has worked for and with Fortune 100 companies, small mom and pop outfits, and even internet startups. She has also created and managed partner programs with major commercial A/R software firms such as HighRadius, Emagia, Cforia, Dynavisitics, CMS, WorkFlowA/R, etc. both at Experian and at NACM, and as a consultant

Curriculum60 Mins

  • Policy Changes to Better Manage Credit Risk Exposure (~ 8 Mins)
  • Policy Changes to Better Manage Credit Risk Exposure
  • Early Indicators to Look for in Financially Distressed Customers (~ 10 Mins)
  • Early Indicators to Look for in Financially Distressed Customers
  • Review Signs of Risk (~ 13 Mins)
  • Review Signs of Risk
  • Mitigate Economic Stress among Customers (~ 14 Mins)
  • Mitigate Economic Stress among Customers
  • Set Up Credit Boundaries for International Customers (~ 7 Mins)
  • Set Up Credit Boundaries for International Customers
  • Mitigate Credit Risk for Bankrupt Customers (~ 4 Mins)
  • Mitigate Credit Risk for Bankrupt Customers
  • Build a Healthy Customer Relationship (~ 10 Mins)
  • Build a Healthy Customer Relationship
  • Credit X Sales Collaboration (~ 10 Mins)
  • Credit X Sales Collaboration
  • Quiz and Course Completion Certificate
  • Quiz
  • Certificate and Feedback
  • Run a Tight Ship with Effective Management of High Risk Customers