Pre-Conference Training Sessions
Congratulations!
You have unlocked $399 worth of O2C and Treasury training. Learn business critical skills to navigate the economic uncertainty from industry veterans: Robert Shultz, Wanda Borges, Bruce Lynn, John Donovan, and Jessica Bulter.
As a part of this training, get access to:
- 8+ Hours of self-paced training
- 7+ CEU credits
- Course completion certificates
Select your track below, and start learning!
B2B Portfolio Risk Analysis During a Recession
Learn all about portfolio-risk analysis, corporate credit analysis and bad-debt reserve calculation and estimates
FREE
90 Mins
Credit Manager
Advanced
O2C
> 2 Hours
Credit Policy
Credit Scoring
Portfolio Analysis
Credit Director
Credit
course
5 Proactive Steps to Protect Accounts Receivable Before Customer Bankruptcies
Learn great strategies and tools to prevent your company from bad debt in case your customer files for bankruptcy!
FREE
60 Mins
O2C
course
What is the Miller Act?
The Miller Act is the federal payment bond statute that requires general contractors to furnish payment bonds, on projects over a certain threshold, contracted by the United States. Know everything about Miller act, its importance and a brief history.
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Credit KPIs Skill Test
FREE
Credit Manager
Credit Analyst
KPIs and Reporting
Assessments
Account-Based Marketing Enablement Session: ABM Framework - 10/19/2022
Going forward E/FTAs will receive quarterly feedback on leading and lagging indicators as part of the H2’2022 pH process. These inputs will feed into our existing pH structure as KPIs.
FREE
HighRadius_Internal
6 Steps to Preventing Collection Problems
What are the things you should prepare for before jumping on a collections call and how to decide your collection goals, trade-offs, and alternative strategies while anticipating your customers' behavior? Read this full article to unlock secrets to prevent collection problems in 6 easy steps!
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Marketing Enablement Session: Marketing Qualified Leads (MQLs) 9/22/2021
How to identify and prospect Marketing Qualified Leads (MQLs). Part one in the Project MOB series
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: Overcoming Objections - 10/06/2022
A collection of most common objections E/FTAs face while contacting a Prospect and how to convert their No's to Yes.
FREE
HighRadius_Internal
Basics of Credit and Collection Policy
Know everything about credit and collection policy,its processes, its benefits and credit department roles and responsibilities in formulating and maintaining the credit policies.
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Marketing Enablement Session: Staffing Industry: Theory in Practice - 07/14/2022
This session provides new content for everyone in marketing to use. The goal is to provide information about Industry Clusters, Industry Verticals, Key Clients, A/R Challenges, commonly deployed HighRadius Solutions, sample case studies, and FAQs. Having an in-depth understanding, of industry-specific details will give you practical ideas to enable creative thinking in your day-to-day role.
FREE
HighRadius_Internal
Sales Enablement Session: OTC Maturity Assessment - Report Creation
Seller adoption and execution of the Order to Cash (OTC) Maturity Assessment is critical to our sales strategy at HighRadius. This session will focus on how to score Prospect's OTC Maturity and develop the OTC Maturity Assessment report/output.
FREE
HighRadius_Internal
Treasury Enablement Session: Testing Stakeholders Part 2 - 6/29/2022
A session focused on testing heros and detractors.
FREE
HighRadius_Internal
Treasury Enablement Session: Client Reference Requests - 5/19/2022
In this session, we reinforced the process of conducting Client Reference Requests for Treasury.
FREE
HighRadius_Internal
Treasury Enablement Session: AI Readiness Assessment - 7/07/2022
A session focused on how to deliver the AI Readiness Assessment
FREE
HighRadius_Internal
Sales L&D Session: Handling SAP ERP Migrations 6/10/2021
Weekly Sales training sessions.
FREE
HighRadius_Internal
Sales Enablement Session: OTC Maturity Assessment - Collections Execution 12/16/2021
Seller adoption and execution of the Order to Cash (OTC) Maturity Assessment is critical to our sales strategy at HighRadius. This session will focus on Collections execution to make sure our global Sellers have a thorough understanding of how to execute the play.
FREE
HighRadius_Internal
Treasury Enablement Session: Treasury Discovery Call Reinforcement Play - 04/07/2022
A formal review of the Treasury Discovery Call Deck and how it applies to your Discovery Call
FREE
HighRadius_Internal
Sales L&D Session: Hooks Overview 6/24/2021
Weekly Sales training sessions.
FREE
00:47:11
HighRadius_Internal
Sales L&D Session: Disrupting Blind RFPs 10/14/2021
A primer on best practices around how we should approach a request for proposal (RFP) where we are going in 'blind' - how to assess influencers, prospect priorities, and how to best position our unique sales process to maximize our chances to win.
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: Don't Major in the Minors Part 2 - 7/18/2022
Part 2 of the Don’t Major in the Minors enables POD Leads to stay on the Strategic track and avoid Noise Track to better focus on their VGIs
FREE
HighRadius_Internal
Marketing Enablement Session: Revving Up for Radiance Part 1 - Order to Cash 02/11/2022
This session provides new content for everyone in marketing to use. The goal is to understand the OTC industry better and give you practical ideas to enable creative thinking in your day-to-day role.
FREE
HighRadius_Internal
Sales L&D Session: Solution Evaluation Plan 9/09/2021
An overview of the Solution Evaluation Plan, a tool to reduce friction and provide transparency into our selling cycle and help gain buy-in on our evaluation process.
FREE
HighRadius_Internal
Mid-Market Sales Enablement | DC1 Listening Party - 08/22/2022
Watch an engaging reinforcement session on the new GtM Autofin strategy for executing Discovery Call 1. In this session, we will review case studies from Mid-Market Sellers, followed by a group discussion highlighting wins and areas of improvement.
FREE
HighRadius_Internal
Sales Enablement Session: OTC Maturity Assessment - Deductions Execution
Seller adoption and execution of the Order to Cash (OTC) Maturity Assessment is critical to our sales strategy at HighRadius. This session will focus on Deductions execution to make sure our global Sellers have a thorough understanding of how to execute the play.
FREE
HighRadius_Internal
Account-Based Marketing Enablement Session: Prospecting Phone Calls 2.0 - 11/23//2022
An overview of best practices for E/FTAs to make successful phone calls to potential new Customers.
FREE
HighRadius_Internal
Sales Enablement Session: OTC Maturity Assessment - EIPP Execution
Seller adoption and execution of the Order to Cash (OTC) Maturity Assessment is critical to our sales strategy at HighRadius. This session will focus on EIPP execution to make sure our global Sellers have a thorough understanding of how to execute the play.
FREE
HighRadius_Internal
Mid-Market Sales Enablement | Intro to Environments - 10/17/2022
A session focused on introducing environments, common environment scenarios with the customer, and what HighRadius offers.
FREE
HighRadius_Internal
Sales L&D Session: Discovery Call 2 Recap and Best Practices Demo - 8/26/2021
A refresh of the Discovery Call 2 methodology and a live example of a Best Practices based demo in a DC2
FREE
HighRadius_Internal
Sales Enablement Session: OTC Maturity Assessment 11/18/2021
An overview of the Order to Cash (OTC) Maturity Assessment, a play intended to drive alignment and engagement to get to the Detailed Value Assessment.
FREE
HighRadius_Internal
9 Steps to Handle Irate Customers Effectively
Follow these 9 effective steps and learn how to handle irate customers during a collections call and get a positive outcome from them.
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Complete Guide for Asking the Right Probing Interview Questions
Here's some great interviewing advice for recruiting future 02c professionals by asking the right probing questions to deepen your knowledge and understanding of the interviewee.
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Interview
Nine Strategies You Can Use to Avoid Excessive Legal Fees
Although we are going to give you nine sure-fire ways to save money on legal expenses, it's critical that you first consider a couple of facts.
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Cheat Sheet for Researching Private and Public Companies
Use this cheat sheet for researching private and public companies in india on the internet. It's a highly practical document that you can keep with your new credit Applications
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An Excellent Red Flag Program Template to Start From
Download this concise and thorough red flag policy template to use as a starting point and idea generator for your operations
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Credit Group Confidentiality Breach Case Study
Read this case study on Credit Group confidentiality afreement to know how to handle the situation when your confidentiality is breached by an Email to sales
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Credit Policies & Procedures Talk
Find this to check the most rated presentation on credit policies and presentation at the Linder Industry Machinery.
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Tip: Top 6 Tips On Obtaining Financial Statements from Your Customers
Only a very few companies-those possessing some kind of tremendous leverage can get financial statements all the time. In this article, Cindy Moorhead shares 6 tips for obtaining financials from your customers.
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Cash Flow and DSO
How do you determine your company's profitability as an A/R manager? Does cash flow serve as a metric for you? However, a healthy cash flow should be the primary concern. Utilize this article to develop a strategy for tracking your cash flow and considering ways to increase it by reducing the DSO.
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New Blog Template
Sales and Use Tax from the B2B Perspective
Know the concept of Sales Tax Nexus and how it will be applied in accordance with state laws and regulation in line with general sales tax.
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Credit Scoring Modules: A Credit Manager's Best Friend
Creditors, how successfully are you minimizing the credit risks for your company? This article highlights effective steps to use of Credit Reporting Services. Read More!
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New Blog Template
A Letter Explaining Credit Limit for a New Account
This letter can be used to ask for additional reference if you don't have enough information to set up a new account.
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Changes Ahead for How You Handle Credit Evaluations
The traditional method of checking credit has always been to have a prospect fill out a credit application and submit its latest financial report. A credit analyst then typically orders a credit report, requests trade and bank references and analyzes the firm's financial statements before reaching a credit decision.
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Effective Ways for Selecting the Right Credit Staff
Recruit the Right Credit Staff by testing their Analytical and Written Communication Skills. Find these Sample Tests in order to hire the right Employees for your department.
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Interview
Tip: Ten Ways to Develop a Productive Relationship With Sales
Credit and the Sales team work together well in many companies. Unfortunately, this may not always be the case. It may be that neither credit nor sales fully understand the objectives and priorities of the other. This results in misunderstandings, or even a contentious relationship.
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The Coming Fusion of Technology and Credit Management
Advances in technology will continue to impact the credit management profession. Combined with the emphasis the C-Suite has placed on the digital transformation of finance functions, expectations are for an even more automated future, supported by much deeper customer and process insights.
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The Ultimate Template on First remainder letter for Outstanding Payment
Download 1st reminder letter template to know the mandatory data fields and variables to process the reminder letter in clering the past due invoices
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A Credit Card Authorisation Form for Credit Card Charges
Use this credit card authorization form pdf as a good starting point for getting protection if you need to charge a customer's credit card on a routine basis.
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Rising Inventories = Potential Red Flag
Find the most insightful inputs on rising the inventory and how it benefits the track of inventory to sales ratio. It helps in guiding credit analysts on tracking the most important indicators
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Checklist For Early Warning Signals of Distressed Customers - For Sales Reps
Here's the checklist that guides the sales reps to look after the major components for checking and the warning signs of a typical distressed customer
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Tip: Four Best Practices for Conducting a Job Interview (Part Two)
This is Part Two of last week's Tip. Part One focused on preparation for interviewing an applicant or for someone in your department seeking a different department position or promotion.
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Top Five Tips From an Experienced Credit Manager
Here's the most useful and important tips from a experienced credit manager. Dive in to this and know the techniques for effective credit processing.
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A Complete Checklist On Top 24 Bankruptcy Warning Signs
Find this and Know the top 24 warning signs of bankruptcy and explore each element that can be checked to avoid non payments
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Case Study of a Vendor: Edward Don & Company Optimized Credit Line Management
Does your credit team use a statistical scoring model to determine the risk profile of each customer? Using this approach, Edward Don & Company was able to anticipate their customer's credit score with accuracy and reduce DSO by 6 days. Learn more about the statistical scoring approach and how it may help you improve your overall credit and collections performance by reading this article.
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New Blog Template
The Proforma Invoice and Its Value in Export Sales
Are you part of a manufacturing or purchasing industry and unaware what exactly is a proforma invoice? Read full article to know the understand the term proforma invoice and how to creating one.
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New Blog Template
Quick Case Study: Stopping Goods in Transit
Here's the scenario explained on stopping goods in transit with the help of a case study whether to apply this strategy or hold on
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Energizing a Credit Staff's Potential
Lack of training, direction and/or up-to-date systems can lead to credit staff working for long time without achieving full potential. Know what steps you must avoid for managing credit department stress.
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New Blog Template
Do Unemployment Figures Portend a Coming Wave of Bankruptcies?
Despite the pandemic and the economic turmoil it caused, bankruptcy filings have been declining over the last 4 quarters and marked a 15-year low in February 2021 not seen since before the Great Recession. Meanwhile, unemployment shot up to over 14% by May 2020 and has since declined to 6.2%.
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Checklist: Top Seven Risk Factors of Fraud For Web-based Orders
Here's the list of factors highlighting the ecommerce or online frauds. Read this to understand the financial risk in web based orders.
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Credit Policy for Credit and Collections Department
Credit policy and procedure manual gives a detailed perspective on integrated credit, order release, collections and customer trade lines.
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Do Your Struggling Customers Know Major Financial Assistance May Be Available Through the ERTC?
Paycheck Protection Program money had helped a small truck services company continue operating in the pandemic and retain their 43 employees. But business through 2020 and 2021 remained very slow, and management was now facing some difficult options. Then they were advised to look into the Employee Retention Tax Credit (ERTC), and that's where they found business salvation.
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Back to Basics: Proper Collection Call Procedure
Know the right procedure that can be followed in your collection call. Find this basics that gives you complete proper collection call pattern to follow.
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A Financial Analysis Excel Template for Credit Analysts
Use this financial analysis spreadsheet which takes into account the financials, trade references, payment history with sqm, industry payment history, bank information etc.
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Collection Communication Checklist: 10 Elements to Include
Find this checklist to know the top 10 elements that are compulsory in a collection communication process. Follow them and avoid the differences in collection communication
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Credit's Mission Statement
Find the most important parameters that can help you in preparing a credit mission statement correctly.
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Ask These 3 Questions to Reduce Your Unclaimed Property Liabilities
The next one might be your credit department. How do you establish protocols to abide by the state's escheatment legislation and minimize your liability? Do you abide to any set guidelines and procedures? Consider these 3 questions to streamline your escheatment process using this article as a guide.
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New Blog Template
Checklist To Determine if Personal Guarantee is Valuable
Review each personal guarantee received against this checklist for personal guarantee to determine if a personal guarantee is enforceable and of value.
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How to Build Your Own Credit Limit Matrix?
Here's how you could build your own credit limit matrix to save time, reduce costs, and contribute to more consistent credit decisions.
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Can Customer Back Out Based on This Excuse? Examining the Legal Concept of "Apparent Authority"
Here is the explanation on the concept of apparent authority with a case study highlighting the credit manager role if customer comes back on the basis of apparent authority
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Six Ideas to Deal With a Negative Person in the Workplace
At work, have you come across someone whose attitude and negativity simply “takes the air out of the room"? This article illustrates steps to turn all this negative energy into something constructive.
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New Blog Template
Tip: Interviewing for a Credit Department Position? Ten Ideas to Benefit Both the Interviewer and the Candidate
Interviewing can be a challenge both for the interviewer and the candidate. The fact is that hiring managers may not be adept at how to interview effectively. They have not been formally trained and have been given little direction by their management. Not focusing on the right things, makes it difficult for applicants to demonstrate why they should be seriously considered for an opening. Even worse, the hiring manager may make a decision without a thorough understanding of how the applicant wil
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Vendor Case Study: GLS France Lowers Days Sales Outstanding (DSO) and Increases Cash Flow
Here's a vendor case study on GLS France how DSO has been adjusted to increase the cash flows.
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The Most Effective Steps To Support Your Staff In a Period of Change
Here are the important steps that guide in supporting your staff in a period of change. Understand the major change in environment and manage effectively with these steps
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A Complete Checklist of Consignment Considerations
Read this checklist on consignment considerations and create your consignment agreement effectively. Dive in to these points & follow every consignment rule.
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Tech Buyer's Guide Checklist: Collector Productivity Tools
Here's the list of components that a collector can check for their productivity tools. Collector can evaluate the parameters with this checklist
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Blog Checklist
Credit Policy for Medical Devices Company
Download this sample template to apprise med-tech companies about credit and collections policies including payment terms and conditions.
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Solid as Sears? Will Your Company be the Target of a Preference Action?
Know every preferential action,defenses available for your company through this ultimate resource. Also, explore the essential information on preference actions on creditors
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A Second Collections Reminder Letter Template
This letter is designed for larger companies that have not responded to a first friendly-reminder letter instead of making collection calls.
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Tip: Effective Leadership Requires Balance
This is the time when effective leadership is needed the most
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Credit App Checklist
Here's the form that includes a checklist pointing to the basic procedures that can be considered for credit checking process.
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How to Recognize Your Customers When Collecting Debt
How do you evaluate your customers as a debt collector? Do you use any magic wands? Prior to collecting, it's critical to have a solid understanding of your clients. Use this article to your advantage to discover how to recognise your consumers in these three ways.
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New Blog Template
Collateralizing Credit Risk: Four Things to Keep in Mind
Here is a list of four essential essential things to keep in mind before collateralizing credit risk. Protect your firm against payment delays, defaults, and bankruptcies.
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NCS White Paper: Debtor Name Changes Under UCC Article 9: The Importance of Keeping Financing Statements Current & Accurate
Even when secured party files a financing statement correctly, post-filing events can cause a financing statement to become ineffective and can result in loss of perfection. In particular, post-filing changes in the debtor's name can invalidate the financing statement with respect to certain collateral, read this article by NCS to learn more.
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Collections Demand Letter Template
Make collections a seamless process by drafting an effective demand letter. Collect unpaid dues while maintaining healthy customer relationships.
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How to Collect Past-Due From a Defunct Company
The best way to avoid bad-debt by a defunct company is to escalate the collection process sooner and get to your customers before they go bankrupt, Read full article to understand how to work with defunct company
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New Blog Template
Managing Credit Department Time
Charles M. Boring, CCE, who is credit manager for Anchorage (Alaska) Cold Storage Co., is also a time management expert. He conducted time management seminars in the Anchorage area, and he diligently employs time management strategies in his department. What are the most important of these strategies? He cites three:
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Tip: My Company is Making an Acquisition. What Do I Do Now? (Part One)
What actions are needed if your company acquired another, or consolidates and merges another business unit's accounts receivable into your existing AR portfolio? How will this new workload be handled? What differences in business practices will you, as the Credit Manager, have to understand and deal with? There will be a number of uncertainties surrounding the collection effort required and risks associated with your new accounts.
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Checklist: Top 12 Ways to Avoid Taking Bad Checks Completely
Avoiding Bad Checks is complex sometimes. Here's the top 12 ways that can guide you to avoid taking bad checks and improve your business efficiency
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Four Questions to Ask When Evaluating Customer Risk
If it wasn't for risk, companies would not need credit managers. This is truer than ever given that the types of risk, about which corporate executives and investors are concerned, are expanding.
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Practical Advice For Building Your Relationship With Sales
Do you know that you can reduce the stress to lower the credit risk and make all sales profitable at the same time? Discover how to foster trust with your sales team with the help of these useful advice.
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New Blog Template
Current Ratio: A Reliable Indicator or a False Signal?
Do you know that a favorable current ratio can improve your cash flow and provide you with a decent margin of safety? What is a good current ratio, though? With the help of this article, you can learn how to benchmark a good current ratio and maintain a watchful eye on the financial health of your business.
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New Blog Template
A Complete Checklist to Develop the Optimum Credit Policy
Find out the two possible approaches to defining optimum credit policy using our credit policy template. This checklist guides you to develop a full optimum credit policy easily.
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Tip: Ten Things to Consider When You Terminate An Employee
One of the most unpleasant responsibilities of any manager is to terminate an employee who is not performing. Your company is likely to have a formal performance improvement program. Despite a manager's best efforts, an employee may not be capable or unwilling to perform at the expected level.
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Template for Offsite Work Policy
Draft an ideal work from home policy to maintain workplace flexibility, engaging employees, increasing trust and work-life balance specially during a pandemic.
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A Template for Inter Corporate Guarantee Form
Here's the sample format or template for inter company guarantee. This is used when you want to your corporate wants to guarantee another corporations debts
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A Complete Resource on Recovering Your Collateral :Replevin vs. Civil Suit
Know the information on recovering your collateral under replevin vs civil suit case. This resource provides you the tactics in releasing your collateral.
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Five Keys to Making Credit Scoring a Success
Though used extensively in consumer credit and collections, as well as by the financial services community, credit scoring has been slow to catch on in the trade credit environment. However, driven by demands for both greater productivity and greater risk monitoring, credit scoring is now showing signs of gaining momentum.
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"What to Say When Applicants Don't Meet Your Credit Standards "
Learn how to avoid discrimination suit under ECOA while denying credit to applicants who don't meet your credit standards. You'll also understand best practices on communicating this to applicants who are not getting what they want.
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The 'Recession' From a Trade Creditor Economist's Perspective
In comes a big order from a regular customer that Sales has been chasing for months. But this customer took a terrible beating in 2020 and is still fighting its way back. And now they're looking for extended terms. What to do? We asked Chris Kuehl, Managing Director of Armada Corporate Intelligence and widely acknowledged as the dean of trade credit economics.
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Tip: Eight Things to Consider to Relieve the Impact of Stress
Here are the most important reasons that plays a major role in rejecting a customer purchase order.Find the each important reason for rejection
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A Promissory Note Can Help a Past Due Customer and Protect Your Company
Know complete insights on promissory note and its important elements. Find the relevant information about the promissory note and its benefits on past due customer.
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Empathy in Trade Credit is Good For Business
Learn more about the importance empathy in trade credit. Work with customers facing an economic down-turn to create long-term relationship and to generate business opportunities.
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Credit Scoring Case Study: Automating the Credit Scoring Process
Go through this case study in credit scoring to know how to upgrade your credit scoring process by automation. Find complete credit scoring process here
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Best Benchmarking Practices for Bad-Debt Reserve Calculation
According to a recent CFO magazine survey, the auditors challenge the reserve balance two-thirds of the time. Are the techniques used by your credit team to estimate bad debt reserves appropriate? Discover the best GAAP benchmarking procedures for determining bad-debt reserves by reading this article.
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New Blog Template
Eliminating the Excuse: Eight Steps to Take When Your Customer Claims "I Never Got the Invoice
Here's a checklist of eight items that can help you reduce the most common customer excuse of "I haven't received the invoice".
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A Complete Checklist on New Account Set Up
Here's the complete list items that can be checked while preparing a new account set up for a vendor. Find this template and elements involved in it.
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Downloadable Mission Statement samples for Credit Teams
6 samples of very effective Mission Statements for credit departments across a diverse line of industries to understand the components and importance credit goals and objectives.
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Four Expert Ways to Cure Deduction Problems
Are Chargebacks a major problem for your company too? Kelly Ceransky, Director of Accounts Receivable and Credit in this article has talked about 3 ways to overcome chargebacks.
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New Blog Template
A Complete Checklist on Acquired Receivables and Its Practices
Here's a checklist to use if you are responsible for a new account receivable acquisition. Follow this to keep your acquired receivables clean and effective.
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Template for Unclaimed Property Steps
This template is designed to help you outline a systematic series of steps for researching and handling unclaimed property left as credits on your receivables.
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Your Most Wanted Copy Cash Posting Logic to Download
Download this top rated cash posting logic which plays a vital role in complete revenue cycle and helps to act as a major index for credit manager.
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Tip: What is ESG and Why Should I Care About It?
You may have been hearing the term ESG and wondered what it means. As a credit manager, you should be aware of how recent global and domestic legislative initiatives bring ESG into the forefront as compliance and social issue. Many in the workforce today want to work for a company that supports environmental concerns, and social diversity, and demands good governance. ESG is likely to affect how companies attract new employees and manage turnover.
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A Complete Checklist of Customer Master File Components
Customer master file has important components to consider for effective account receivables. Here's the list of complete components in customer master file.
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Considerations When Automating the Credit Application Process
The following is an overview of how the online credit application process works, the key benefits and considerations for those planning to automate the credit application process.
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A Letter Asking for Payment if a Customer Short Pays you
This letter could be used to communicate your need for the rest of the payment or documentation if a customer short pays you.
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Vendor Case Study: Edward Don & Company Improves Credit Line Management, Reduces Bureau Data Spend and Improves Collections Effectiveness with Statistical-based Scoring
Know the case study on Edward Don & Company in improving the credit line management,collection effectiveness.
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Penetrating Portals for Payments
Time was when the only problems collecting from financially strong customers were nuisance claims, disputes, and the terms some of them would muscle into your transactions. Now, with outsourcing of payables, you're apt to find your customer has no idea of what's going on or is interested in dealing with discrepancies.
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Credit Managers You Can Be a Hero: Contribute to Your Company's Revenue and Profit Performance
Know how a credit manager play a major role in a company's credit department. Find the importance, objectives and contributions of a credit manager in company's revenus and profit performance. Dive in to this article and know the information with examples
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Top Seven Questions to Rate the Effectiveness of Your Team
Find these top rated questions that rates your team improvement and effectiveness. By going in to each question you can analyse your team effectiveness
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Tip: My Company is Making an Acquisition. What Do I Do Now? (Part Two)
As a Credit Manager, you need to be prepared to take the actions necessary if your company has acquired another or consolidates and merges another business unit's accounts receivable into your existing AR portfolio. How will this new workload be handled? What differences in business practices will you as the Credit Manager, have to understand and deal with? This is Part Two of “Tips” to help you plan this out for an effective transition.
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Tip: Consider the “Four C’s of Negotiation” for a Successful Outcome
Here are the most important reasons that plays a major role in rejecting a customer purchase order.Find the each important reason for rejection
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Telephone Collections: 10 Do's and Dont's
Here are the top 10 do's and dont's in telephone collections. These will help you become more effective when you call for a customer who owes your company money
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Five Tips for Collection Calls That Get Results
Even in today's automated environment, collection calls are an essential part of the Credit Department's role. This can be an unpleasant and daunting task for a collector, and for you as a Credit Manager when collection issues are escalated.
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Template: Unclaimed Property Notice Letter 1
Use this letter to notify your customer that you identified a credit balance on your A/R. The goal of the letter is to create Unclaimed Property
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Nine Tips to Spot Business Credit Fraud
Hard times and high unemployment can lead to business credit frauds. Learn more about nine red flags to protect your business from a credit fraud.
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Sample Template for Debt Acknowledgement Form
This template is designed to help you outline a systematic series of steps for researching and handling unclaimed property left as credits on your receivables.
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A Serious Follow-up Letter Template for Non responding customers
Here's the template on writing serious followup letter to the customer who are not responding.Find every parameter and data fields required for this.
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A Template for Letter to Send After you Have Left a Message to Debtor
This letter serves the purpose of a follow up letter of confirmation after you have sent a message to the debtor
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What's the Best Time to Write off an Account to Bad Debts?
Use this tip to know the best time to write off an account to bad debts
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Secrets Behind Asking Management For Additional Staff
Learn the secrets behind asking management for additional staff. Make a compelling and crisp presentation with all necessary pointers for staff requirement.
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Dr. Credit: Promissory Note: A Simple Form That Accomplishes Many Things
When you negotiate a payment plan with an honest but troubled customer, a Promissory Note is your best friend. Read this article to understand best practices. As a bonus, download a free template at the end of the article.
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CASE STUDY: Atlas Copco Improves Internal Communication and Lowers DSO with Receivables Technology provided by SunGard's AvantGard
Find this case study on Atlas Copco, a leading provider of industrial solution and SunGard's Avant Grand on internal communications,reducing dso and receivable management
Limited availability
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Acknowledgement Letter for Approval of Credit Limit
Best practices on drafting a welcome letter for potential customers on approval of credit limit & initiating first order.
Limited availability
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Extending Credit to a Small to Medium Enterprise (SME)
The recent volatility in our economy has been rough on small and medium-sized companies. It has made it even more complicated to evaluate their creditworthiness and set reasonable credit lines. In addition to current issues, you should consider the foundational elements the business is built on. When reviewing the creditworthiness of an SME, particularly a startup business, consider the thoroughness and credibility of their business plan.
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Best Ways To Deal With Complainers in the Workplace
This article discusses best ways to handle and deal with complainers in workplaces.These steps will help in dealing with difficult people and tough situations in the credit department.
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Are Your Reports to Top Management Being Read?
Here's the most useful information on reporting to your top management and this will help you to know if your top management has read your submitted reports
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Template: Unclaimed Property Notice Letter 2
A follow-up to the first letter (Unclaimed Property Notice Ltr #2) when there is no response to that first letter. Use it to comply with State Unclaimed Property Regulations
Limited availability
This is a blog
Buffett: Understanding the Difference Between Real and False Expenses
As a credit analyst, are you adhering to good accounting practices and directing your money to the right initiatives? Unneeded expenses could eventually drive you out of business. To find out what Buffett considers to be real expenses and how to implement some of the greatest accounting principles, thoroughly read this content.
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New Blog Template
Collections: Retainage -- Rules and Methods to Get Your Hands On The Money
Retainage practices have been built to both promote its use (in government contracts) and prevent its abuse (in private projects). Explore this article to learn about the key features of retainage laws and how to use them.
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New Blog Template
Top Interviewing Strategies For Collection Specialist
Explore highly structured and skillful interviewing techniques for Collectors to ensure effective cash flow management of an organization.
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This is a blog
Interview
Checklist To Use When You Hear Rumors An Account's Gone Under
Find and explore this checklist highlighting the business validation items when you find your accounts gone under. This helps in knowing the major points to secure the account
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This is a blog
Tips to Improve Organizational Communication
Here are some comprehensive tips and strategies to enhance Internal communication for improving overall results and productivity of an organization's workflow
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This is a blog
Interview
Order Shipped Past Due Follow-up Letter
Use this letter for a customer that you have shipped an order despite a past due balance. Use letter as-is or use simply as a starting point for your unique situation.
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Tip: Revisiting Your Role in the Cash-to-Cash Cycle Six Tips You Can Take to the Bank
In the past, we have published Tips and articles explaining the role of Credit Management in the Cash-to-Cash Cycle. This is a reminder along with five tips that may help you and your company.
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8 Proven Best Practices For An Effective Customer Visit
This article covers eight best practices for customer visits right from setting the date and time to negotiations.
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Case Study: Missing Out on Reclamation
Here is the explanation on reclamation and problems on missing it. Dive in to this and learn more here
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SnapShot Survey on Credit Department Staff Morale and Motivation
When morale is high and people are motivated, performance is typically enhanced. This survey takes a quick look at performance, morale, and bonuses within the context of credit organizations.
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this is
Understanding a Cash Flow Statement
A detailed grasp of a company's cash flow data is necessary to assess its financial health. Examining the cash flow statements attentively can usually simplify the decision-making process. Read this article to learn how to analyse this cash flow statement.
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New Blog Template
Can a Bank Refuse to Honor a Copy of a Letter of Credit?
Go through the following conversation to understand why a bank can refuse to honor a photocopy of a letter of credit.
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A Letter Template for Unacceptable P.O. Terms
Here's a sample template for Unacceptable P.O. terms when certain conditions listed on a customer's P.O. are unreasonable to you.
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Top Negotiation Skills That Are Key to Collections
Negotiation skills plays a vital role in collectors roles.Here are the top 6 collection negotiation techniques and skills required for effective debt collection for every collector
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Be a Key Player in Maintaining Your Company's Financial Stability
Accounts Receivable is your company's working capital lifeblood. During economic downturns, credit management becomes an even more essential function. It is likely to be a top priority for senior management. This is the time for credit managers to broadcast your value and exercise your professional skills.
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Collaborating with Other Departments to Win Customers' Trust and Business
At Berlin Packaging, cross-departmental collaboration is not just a "nice-to-have," but a crucial part of the strategy to winning our customers' trust and business. And Credit plays a key role in these meetings.
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Most of Your Small Business Customers May Be in Dire Straits
After two years of battling the Covid economy, inflation pressure and the prospect of a recession have put many small businesses up against the ropes. According to a June 2022 study by Digital.com, nearly two out of three small businesses say that continued inflation could force them to close shop. The study surveyed 1,000 owners or co-owners of businesses with fewer than 500 employees.
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Checklist on Customer Billing Statements
Explore this checklist to know the required items for customer billing statements. You can check with relevant items and information for customer billing
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Sample Template for Reclamation Demand Letter
Best practices and downloadable demand letter to reclaim any goods delivered in the period immediately prior to the bankruptcy filing.
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A Letter Detailing Slowing of Payment From a Customer
This letter can be sent to correct the slowing of payment from the customer.
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Using a Collection Scorecard to Assess Performance
Find this resource for effective utilization of a collection score card to assess the performance. It will helpful for every collector in analyzing the success or collection performance
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Customer Self-Service in B2B Order-to-Cash White Paper
DSO will significantly decrease by 39%, claims Billentis, if the billing and invoicing process is more automated. Leverage this article to understand how to convert your paper-based manual invoicing process to an electronic one.
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New Blog Template
Changes to the Bankruptcy Proof of Claim Form
Do you know that over the years, proof of claim has undergone a number of revisions? For creditors to properly react to claim requests, they must be notified of any such developments. To become familiar with all the changes to bankruptcy claims, thoroughly read this material.
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New Blog Template
Financial Confidentiality Agreement For Sharing Financial Information
Use this financial confidentiality agreement template to assure your customer that you will keep their financial statements confidential.
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Credit2B Goal: How to Make Credit Reporting Services Obsolete
As a creditor, are you able to collate best of both credit groups and credit reporting data? Read this article to learn how to make credit risk assessment using Credit2B services.
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New Blog Template
Are Job Satisfaction and Management Support the Real Secrets to High Performance?
Employees who feel treated with respect by their managers are 63 % more fulfilled at work, according to HBR. How can you motivate your employees to give their best work? Browse through this information carefully to discover how to create the best environment for your workers.
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New Blog Template
Remote AP Staff Can Trip Up the Most Stringent Collection Efforts
Recent polls show that 58 percent of workers now have remote options and 87 percent prefer them. With figures like that, it's unlikely that the all-hands-on-deck attendance of so many years past will return anytime soon. And, while ever-improving electronics are supposed to be overcoming communications problems, the fact is that remote workers can be much harder to reach and work with. That's slowing down collections.
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8 Point Checklist to Assess Risk When Checking Bank References
Risk assessment in banking is easy now. Assess the risk when checking bank references and get the most out of it by following these 8 points checklist.
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This is a blog
[Free] 4 in 1 DSO Calculator (Excel Tool)
Using this Excel tool will allow you to calculate DSO and help you to measure the collections performance of your company
FREE
Credit Manager
Downloads
Excel Templates
ListServe Thread: Credit Application Fraud Question
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5 Ways to Get a Yes From High-Risk Customers
Here are some essential tips to consider before working with high-risk b2b customers. Set up a reasonable business relationship and mitigate perceived credit risk.
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Credit Risk Mitigation
Blogs
Snapshot Survey on CECL Preparation
CECL stands for Calculated Expected Credit Loss. It requires a new methodology to be used, dictated by the Financial Accounting Standards Board (FASB), for estimating future credit losses. Though primarily focused on lenders, CECL applies to all entities that extend credit. CECL was to go into effect for all SEC filers beginning on January 1, 2020, but due to COVID, entities that had not yet implemented it were given a two-year grace period that ends this year.
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Are You Ready for January 2023 Current Expected Credit Losses Requirements? What You Need to Know, and What You Need to Do
In April 2021, we published a Tip covering Current Expected Credit Losses (CECL) requirements. Although implementation was delayed during the pandemic, CECL is now set to come into effect beginning January 2023. Financial Statements for periods after that date should reflect the CECL methodology for calculating AR losses. If your company has already adapted to the new requirements, the following may be validating. If you have not yet started, it will hopefully be informative and help you with an
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How to Handle No Remittance Advice in Cash Application
Watch this course on remittance advice and simplify the record-keeping process of specific invoices for A/R analysts now!
FREE
10 Mins
Latest
O2C
Foundation
Up to 1 Hour
A/R Manager
Cash Reconciliation
course
Short Course
<60 Mins
Intermediate
Cash App_New
courses-for-highako-homepage
60 mins
4 Modules
courses-for-highako-universal
How to Handle Unidentified Remittances in Cash Application
This course on unidentified remittances will help A/R analysts to build a well-defined process where they will be able to identify and standardize the source of remittance.
FREE
15 Mins
Latest
O2C
Up to 1 Hour
A/R Manager
Cash Reconciliation
course
Short Course
<60 Mins
Intermediate
Cash App_New
Popular
courses-for-highako-homepage
60 mins
3 Modules
courses-for-highako-universal
ABC's of Trade Deductions and Settlement Methods
Understand the three common methods for trade deduction settlements in this free course. Along with that, Kim Ericson covers performance based allowances.
FREE
20 Mins
O2C
Foundation
Up to 1 Hour
Deductions Manager
Deductions Resolution
Deductions 101
Deductions Analysts
Deductions
course
Short Course
<60 Mins
Beginner
Deductions_New
courses-for-highako-homepage
60 mins
2 Modules
courses-for-highako-universal
What does ISO 20022 Mean for Credit Leaders?
The biggest challenge in B2B payments for the receiving company is capturing the remittance details. This had been a growing problem with the increasing use of ACH and credit cards for commercial payments, especially in situations where multiple invoices are being paid or payment deductions are being taken.
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Treasury Staffing and Organizational Structure
Watch this full tutorial to understand everything about Treasury Staffing and the Organizational Structure of a Modern Treasury
FREE
30 Mins
Advanced
Up to 1 Hour
Recruiting and Talent Management
Treasurer
Treasury
course
Short Course
<60 Mins
Treasury_New
courses-for-highako-homepage
60 mins
5 Modules
courses-for-highako-universal
[FREE] Template: Pending Third-Party Referral Demand for Non-Payment of Past Due A/R
Leverage this free, downloadable letter template to demand for overdue receivables with third stage notice of pending third-party referral letter.
FREE
Credit Manager
Latest
O2C
Collections Analyst
Collections Prioritization
Resources
Downloads
Collections
Collection Negotiations
Building a Deductions Dashboard for Senior Management
This course helps you learn how to create an effective deductions dashboard with real-time examples for the senior stakeholders.
FREE
20 Mins
Advanced
O2C
Up to 1 Hour
Deductions Manager
KPIs and Reporting
Deductions Resolution
Deductions 101
Deductions
course
Short Course
<60 Mins
Deductions_New
Popular
courses-for-highako-homepage
60 mins
3 Modules
courses-for-highako-universal
Best Practices in Collections Strategies to Improve Cash Flow
Practical collection strategies techniques to improve cash flow. Use this checklist for developing collection strategies for your credit and collection department.
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Corpay Cross-Border Launches Netting Manager to Streamline and Automate Internal Invoice Settlement
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Credit Today ListServ: SnapShot Survey on AR Dashboard Utilization
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Snapshot Survey on Collection Coverage
We conducted this survey to cover a gap in our forthcoming Staff Benchmarking Survey. Most of all, we wanted to find out how many accounts were handled by the typical collector. From this survey, we can see there is significant variation depending on the sales volume of each company, with smaller firms handling many more accounts per person than larger firms, but there was also a lot of overall variance within each segment.
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Oracle EBS Training on Credit Holds and Order Release
This course on Oracle credit holds will help you configure business rules to set up credit checks for customers and block orders when necessary.
FREE
25 Mins
Credit Analyst
Advanced
Oracle
Up to 1 Hour
Credit Policy
Credit Scoring
Credit
course
ERP
Credit Management and the Evolving Role of Middle Management
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The Coming Fusion of Technology and Credit Management
Read this interview with Chief Product Officer of HighRadius, as he talks about how you and AI could work together to enable better credit decisions!
FREE
Credit Manager
Credit Scoring
Credit Director
Director
Manager
Credit
Tip: 10 Characteristics to Look for in a Credit Department Candidate
Finding the right people to staff your Credit Department is not an easy task. One thing every Credit Manager knows is each day is filled with challenges and pressure to meet objectives. A Credit Analyst, Collector, Deductions Analyst, or Cash Applier must have specific skills to accomplish what is assigned to them. With that said, there are common and essential characteristics any Credit Department staff member must have to be successful.
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Tip: Eight Ways to Transition Individual Contributors to Team Players
Read this blog to understand why every manager hopes to work with individual contributors who are highly competent and motivated.
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Tip: Consider the Management Factor When Making Credit Decisions
There are many things to consider when you evaluate the creditworthiness of a customer. It is important to take a realistic look and go beyond the financial statement, and bureau reports. You have to also evaluate the company's management factor. The “management factor” relates to how prepared the management team is to run the company. This is a major factor in a company's ongoing success when facing competitive forces, cost concerns, supply chain dynamics, and working capital issues.
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Why You Must Get a Seat at the Table in the Current Wave of Incredible Tech Upgrades
Read this blog to understand why is it necessary now more than ever to move away from legacy and manual based processes and start your journey towards digital transformation.
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Director
Manager
August Job Growth Among Small Businesses Unchanged from July
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Trivest Partners Acquires ABC-Amega
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Mastercard SpendingPulse: U.S. Retail Sales Expected to Grow 3.7%* This Holiday Season
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Credit Managers Guide to CECL: Planning and Implementation Methods
Watch this online training to understand what is CECL (Current Expected Credit Loss ) and how to prepare for it
FREE
Short Course
Old
<60 Mins
Intermediate
Credit_New
Credit Manager to CFO: Planning Career Growth
Join us for a thought-provoking discussion and you'll walk away with great insights to help you plan your next promotion!
60 Mins
New Customer Credit Evaluations
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Equipment Leasing and Finance Association’s Survey of Economic Activity: Monthly Leasing and Finance Index
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ListServ SnapShot Survey: Cash Forecasting
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Dun & Bradstreet Launches Global Business Optimism Insights
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Equipment Finance Industry Confidence Ticks Up in June
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How to Read Infogroup Credit.net Credit Report
A creditor's guide on how to read and interpret Infogroup Credit.net credit reports accurately and improve a company's creditworthiness.
FREE
30 Mins
Credit Analyst
Latest
Advanced
O2C
Up to 1 Hour
Credit Policy
Credit Scoring
Credit
course
Mitigating the Credit Risks of Selling to Small Companies and Partnerships
This is a blog
U.S. Financial Services Industry Study Demonstrates Feasibility of a Regulated Digital Asset Settlement Platform Supported by Shared Ledger Technology
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Digital Transformation Meets Customer Experience: What Credit Managers Should Know
To be competitive, businesses have to manage all customer facing processes in a way that delivers an excellent customer experience. Read this blog by our expert David Schmidt on how you can meet your customer experience by Digital Transformation.
Credit Manager
Deductions Manager
This is a blog
Credit Director
Director
Manager
It’s Time to Have the Tough Conversations
This is a blog
Swift and Wise Join Forces to Expand Cross-Border Payment Options Globally
This is a blog
Marketing Enablement Session: Developing a Sniping Strategy 10/20/2021
How to take a HOCO and turn it into a personalized messaging strategy to developed compelling outreach messages.
FREE
HighRadius_Internal
How to Stop Negativity from Dominating Your Daily Thoughts
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Negotiation Strategies to Deal with Difficult Customers
Learn how both verbal skills and writing may be more critical to the final settlement outcome than the information itself.
FREE
60 Mins
Advanced
Short Course
<60 Mins
Collections_New
Popular
Visa and Swift Team Up to Enhance Transparency, Speed and Security in Global B2B Money Movement
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Tip of the Week: Financial Ratios That Can Help Make a Credit Decision, and a Surprise Ending
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Credit Skillcon '21: Manager Bundle
Get access to three workshops on assessing creditworthiness, building excel deductions dashboards and onboarding new customers by Bob Shultz and Jessica Butler for $282.75.
$282.75
Credit Manager
Deductions Manager
A/R Manager
B2B Frauds & Cybersecurity Fire Drill for Credit & A/R Teams
Watch this tutorial by Wanda Borges to learn real-life examples and practical steps to thwart cyber frauds in office or while working remotely
FREE
60 Mins
Short Course
Old
<60 Mins
Beginner
Credit_New
Chart of The Week: A Changing Business Environment Illustrates the Need for Flexible Payment Options
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An Introduction to Instant Payments for Business Credit Executives
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Your Job Applicants May Not be Telling You The Whole Truth
1 in 5 who’ve previously lied are currently applying for jobs using a deceitful resume. This survey conducted by resume builder has changed the perspective of interviews for many interviewer.
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Interview
Leadership
Hiring
FY 22 Chapter 11 Recovery Rates: A Mixed Bag for Unsecured Creditors
Bankruptcy
This is a blog
Credit
Credit and Collections Career Development Tutorial
Join us for an intriguing discussion, and you'll walk away with great strategies to think deeply about your development needs.
FREE
60 Mins
Credit Manager
Recruiting and Talent Management
Credit
Career Growth Compass
course
Hackett: Largest U.S. Company's Hit a Ceiling on Delaying Supplier Payments; Payables Challenges Drive Worsening of Working Capital Performance
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Trade Creditors' Checklist | How to Ensure All Round Staff Development
Learn steps to strike the right balance between credit staffing and skill development
FREE
Credit Manager
A/R Manager
Resources
Checklist
Downloads
Leadership
Credit
Cash Flow Concerns Rise as SMBs Brace for Economic Downturn
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Divergent Views on Employee Well Being
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Tip: The Six W's of Managing Up
There is a lot of information available about how a Credit Manager can best manage credit department staff. Another critical topic is how to manage up. The interaction and support you offer your manager when to ask for help, or helping set your manager's expectations of you and your department, can be as important as managing down. That is where the following “Six W's” of managing up, come in.
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Modern Treasury and BMO Improve Speed of Payment Flows for Commercial Clients
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ABA Report: Bank Economists Expect Credit Conditions to Soften in the Second Half of the Year
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How to Measure Treasury's Success
This course will help you understand how to measure the success of the treasury department and how it benefits the other departments.
FREE
30 Mins
Up to 1 Hour
Treasury Management
Treasury
course
Short Course
<60 Mins
Intermediate
Treasury_New
courses-for-highako-homepage
60 mins
6 Modules
courses-for-highako-universal
Oracle Configuring the Order-to-Cash Cycle
Watch this tutorial to eliminate lengthy O2C processes by leveraging the three effective functionalities of Oracle for configuring Sales Order and Generating A/R Report.
FREE
15 Mins
Credit Analyst
Up to 1 Hour
ERP Fundamentals
Time Management
Swim through the Good, Bad, and the Ugly UCC War Stories
Watch this panel discussion to get insight into UCC best practices as our experienced panelists share their good, bad and ugly UCC stories.
FREE
50 Mins
Credit Manager
Up to 1 Hour
Deductions Manager
A/R Manager
Manager
Financial statement analysis for trade credit analysts course
FREE
Credit Analyst
Credit Scoring
Credit
course
Mastercard Introduces a Fast, Safe and Cost-Effective Solution for Businesses to Accept Virtual Card Payments
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Portfolio Management: Fundamental Skill Test
Take this 5-minute quick assessment on the foundations of portfolio management to create the right balance between risk and collections.
FREE
5 Mins
Credit Manager
Credit Analyst
Portfolio Analysis
Credit
quiz
Record and Extract Trade Credit Report in NetSuite
Watch this video tutorial on NetSuite to learn how to enter and extract customer’s trade credit reports in just a few clicks.
FREE
04 mins
Credit Analyst
NetSuite
Up to 1 Hour
Credit Application
ERP Fundamentals
Analyst
ERP
Eliminating B2B Payment Frauds | Check and Bulk Transfer Frauds
This course helps you identify gaps in your payment processes that can be an enabler of fraud.
FREE
60 Mins
Credit Manager
O2C
> 2 Hours
Foundation
Up to 1 Hour
Credit Scoring
A/R Frauds and Laws
Credit
course
10 Collection Negotiations Tips to Deal With Delinquent Customers
A comprehensive guide to deal with delinquent customers during collection calls. Also, achieve negotiated payment settlements and resolve payment issues with your customers.
This is a blog
Collection Negotiations
Downloadable Assets
courses-for-highako-homepage
anjali
courses-for-highako-universal
Creating Customer Invoice in SAP
This course will help you understand the basics of invoicing in SAP, and take you through a step by step guide on how to create a customer invoice using requisite T-code.
FREE
10 Mins
Credit Manager
SAP
Foundation
Up to 1 Hour
ERP Fundamentals
Tip: Addressing Credit Department Staffing Challenges From a Panel of Experts
Read this blog to understand why every manager hopes to work with individual contributors who are highly competent and motivated.
This is a blog
Sail through the Recession: Mitigate Credit Risks with Secured Transactions
Watch this panel discussion to learn how you could secure your transactions and protect your business from credit risk as recession fear rises.
FREE
70 Mins
Credit Manager
Credit Analyst
Up to 1 Hour
Credit Policy
Manager
Analyst
APP Scams Emerge as the Top Payments Fraud Threat With Fraudsters Changing Tactics, Finds ACI Worldwide Report
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Handling Closed Referenced Items While Remittance Processing
Get expert insights on how to handle closed referenced items while processing remittance
FREE
15 Mins
O2C
Foundation
Up to 1 Hour
A/R Manager
A/R
course
SAP Customer Master Data Management | T-codes and Best Practices
This course not only provides you with the requisite T-codes but also takes you through different steps to capture customer master data including general, company code and sales area data in the SAP SD and FSCM modules.
FREE
45 Mins
Credit Analyst
SAP
Foundation
Up to 1 Hour
Credit Application
Credit
course
ERP
Handling Duplicate Payments in Cash Application Remittance Processing
Watch this tutorial and learn how to handle duplicate payments in remittance processing and minimize delay straight-through posting for A/R analysts now!
FREE
20 Mins
Latest
O2C
Up to 1 Hour
A/R Manager
Cash Reconciliation
A/R
course
Credit Data to Decisions– Navigating Bankruptcies and SMB Risk
Watch this tutorial as the experts share some strategies that best-performing credit teams have adopted to alleviate risk and make better credit decisions.
FREE
60 Mins
Credit Manager
Credit Analyst
Collections Analyst
Deductions Manager
Credit Policy
Credit Scoring
Portfolio Analysis
A/R Manager
Deductions Analysts
Bankruptcy
Credit Skillcon 21
Credit
course
Serving a Booming Business with a Hybrid Credit Staff
Read this blog to know how you can manage a business and staffs in a hybrid mode
Stakeholder Management
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O2C Soft Skills Masterclass: How to Stand Out from the Crowd
Discover 5 must-have soft skills that credit teams need in this new normal. Learn 7 essential work skills and 6 rules of networking at the workplace.
FREE
60 Mins
O2C
Up to 1 Hour
Stakeholder Management
Soft Skill
course
Handling AR Portfolio during Mergers, Acquisitions, & Consolidating Operations
Learn what to do if your company expands its AR portfolio through acquisition, merger, or operation consolidation.
FREE
20 Mins
Short Course
Old
<60 Mins
Intermediate
Credit_New
Upgrade Your Collection Game with HRC Analytics
Join our experts as they discuss how to leverage 100+ out-of-the-box reports and actionable insights to save time and improve A/R performance.
FREE
50 Mins
Collections Analyst
Collections
A/R
course
Credit Bureau Data and How to Capture them in SAP
SAP hands-on course on how to capture external agency data and ratings.
15 Mins
Credit Analyst
SAP
Foundation
Up to 1 Hour
Credit Scoring
Credit
course
ERP
What Will Be the Impact of AI on Your Industry?
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Revolutionizing the Accounts Receivable Landscape: The Fintech Industry’s Impact
This is a blog
How To Take Credit Decisions Using The Porter's Five Forces Model
Watch this credit manager's tutorial and learn how you could improve your credit decision making process by applying the Porter's Five Forces model.
40 Mins
Credit Manager
O2C
Foundation
Up to 1 Hour
Credit Policy
Portfolio Analysis
Credit Director
Credit
course
Credit Risk Mitigation
Managing Credit Department's Time: How to do Twice the Work in Half your Time
Join this discussion to learn tried and tested methods of making your credit teams efficiently manage their time better with proper goal setting and prioritization.
Credit Manager
Credit Analyst
Trending
Up to 1 Hour
Time Management
Credit Director
Soft Skill
Leadership
course
Soft Skills & Career Growth
Maintaining Customer Information in D365
Watch this tutorial to understand how D365 can be used as a tool for maintaining customer information as you can create customer accounts, set their credit & collections and payment defaults on the same tab in one go.
FREE
40 Mins
Microsoft Dynamics
Up to 1 Hour
Collections Analyst
Collections Prioritization
Collector
Collections
course
ERP
Mitigating the Challenges of Trade Deductions
Deduction Panel Discussion for CPG finance professionals to help them with 2021 latest trends in payment deductions, optimizing the supply chain, remote management of deductions workforce
FREE
50 Mins
Advanced
Up to 1 Hour
Deductions Manager
Deductions Resolution
Big Box Retailers
Deductions
course
Short Course
<60 Mins
Deductions_New
courses-for-highako-homepage
60 mins
2 Modules
courses-for-highako-universal
IREC Self Service Content
FREE
Credit Scoring Rules and How to Configure them in SAP
Training to help credit analysts configure scoring rules in SAP. Learn how to define credit segments, rating procedures, scoring formulas, and credit limits to build a robust scoring model in SAP.
20 Mins
Credit Analyst
SAP
Foundation
Up to 1 Hour
Credit Scoring
Credit
course
ERP
How to Read and Interpret Creditsafe Credit Report
Assessing trade credit risk using Creditsafe credit reports? Find what you are missing out with this in-depth tutorial on how to read and interpret reports accurately.
FREE
15 Mins
Credit Analyst
Advanced
O2C
Up to 1 Hour
Credit Policy
Credit Scoring
Financial Statement Analysis
Credit
course
Creating Collection Letters in Microsoft Dynamics D365
Do you spend a lot of time writing collection letters for your late paying customers? Now you don't have to. D365 offers you different templates for your different types of customers based on your dunning strategies.
FREE
15 Mins
Microsoft Dynamics
Foundation
Up to 1 Hour
Collections Analyst
Collection Emails and Letters
Collector
Collections
course
ERP
Basics of Financial Statements Analysis for Credit Analysts
Free online course on analyzing the creditworthiness and understanding the basics of financial statements of a company with different methods and techniques.
$49
30 Mins
Credit Analyst
O2C
Foundation
Up to 1 Hour
Credit Scoring
Financial Statement Analysis
Understanding Customer Financials
Credit
course
Financial Statement Analysis for Commercial Credit Teams
Financial statement analysis plays a major role for credit operations. Analyzing financial statements like balance sheet, income statement and cash flow statements requires few techniques & insights and helpful in all credit decisions.
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Balancing Credit Sales and Profits: How to Sell Profitably on Credit Terms to Customers that Are Financially Vulnerable
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Think Like Your Boss
Read this blog to how as a credit manager you can take the time to step back and assess your department's deliverables
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Creating and Processing Collection Groups in SAP FSCM
This SAP FSCM course on collection groups helps in collections and receivables management by evaluating & prioritizing the right customers using a predefined collection strategy.
FREE
10 Mins
Latest
SAP
Foundation
Collections Analyst
Collections Prioritization
Collections
course
ERP
Credit and Collection Laws: Fundamental Skill Test
Take this 5-minute quick assessment to determine whether your credit and collection professionals are proficient in FDCPA, ECOA, and Antitrust laws at all levels.
FREE
5 Mins
Credit Manager
Credit Analyst
O2C
Collections Analyst
Collection Call Negotiations
A/R Manager
Collections
Analyst
Credit
quiz
Collection Negotiations
Tip: Lead Change or Get Out of the Way. How do You Stack Up?
There are many things to consider when you evaluate the creditworthiness of a customer. It is important to take a realistic look and go beyond the financial statement, and bureau reports. You have to also evaluate the company's management factor. The “management factor” relates to how prepared the management team is to run the company. This is a major factor in a company's ongoing success when facing competitive forces, cost concerns, supply chain dynamics, and working capital issues.
This is a blog
Number Range Configuration in SAP
In this tutorial, you will learn how to create number ranges and customer masters in the SAP system.
FREE
10 Mins
SAP
Foundation
Up to 1 Hour
ERP Fundamentals
SAP FSCM Training: 3 Steps to Streamline Your Dispute Management Process
Watch this SAP FSCM Training and learn the steps to implement dispute case management processes.
FREE
15 Mins
SAP
Up to 1 Hour
Deductions Manager
ERP Fundamentals
Deductions 101
Deductions Analysts
Deductions
course
ERP
Creating Customer Account Group in SAP
Watch this advanced guide on how to create your customer account group in SAP
FREE
10 Mins
Credit Analyst
SAP
Foundation
Up to 1 Hour
Credit Application
ERP Fundamentals