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All Hands on Deck: A SWAT-Team Approach to Manage Financial Risk

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PANEL SPEAKERS:

Pam Krank • CEO of The Credit Department, Inc.

Robert Shultz •  Founder, Quote to Cash Solution

Jeff Perlstein  • Director of Berlin Packaging


"ABC Corps had an opportunity to win business from a new client. Before signing the deal, leaders from Sales, Operations, Fulfillment, and Credit met with the client to understand their needs. This collaboration helped ABC crack the deal efficiently without any financial risk”

Usually, not every team is involved at the beginning of a sales process. This can often lead to an information disconnect and disagreements later on among various teams. But just like ABC Corps, many C-suite executives too believe that initiating a “cross-functional team" can create a shared understanding of your client’s needs and financial history.

But the question is, how do you get started? Discover how you could implement a cross-functional team approach in your organization by joining our experienced leaders from diverse teams.

Key Takeaways: 

1. Real life experiences on team collaboration and how it has helped in difficult times
2. How to plan for action, and goal setting for your team
3. How to handle conflict resolution, and communicate ideas more successfully