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B2B Portfolio Risk Analysis During a Recession

Course 5 of 7 in Learning Path: Credit and Collections Risk Mitigation Strategies

Learn all about portfolio-risk analysis, corporate credit analysis and bad-debt reserve calculation and estimates for credit managers

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About this Course

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description
lessonOverview

Watch this tutorial to understand the value of building a Portfolio Risk Analysis, to create a balance between risk and collections. It will also help you calculate bad-debt loss reserves to get accustomed to the new normal in business amidst this Global Pandemic. As a manager, changing with times is a must to avoid putting your credit at a risk.
transcript

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instructor
name title image description
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.
recommendation
image tag title description link duration
Portfolio Analysis Credit Policy Training for A Credit Analyst Learn how to streamline credit policy and credit risk assessment to go limitless on portfolio segmentation, integrate credit and collections and dispute management. https://academy.highako.com/credit-policy-trade-creditors-course 50 min
Credit Policy Credit and Debt Collection Laws Learn all about FDCPA, ECOA, Bankruptcy and Antitrust Laws. https://academy.highako.com/credit-collections-laws-course 70 Min
Credit Policy Credit Risk Assessment Training for Trade Creditors Learn how to assess Credit Risk and create Credit Scoring Models, and also, how to evaluate your customer creditworthiness. https://academy.highako.com/trade-credit-risk-assessment-course 40 Min
tribe
widgetType Id components
topic credit-scoring-and-approval input

Curriculum90 Mins

  • The ABCs of Portfolio Risk Management ( ~30 Mins)
  • Preview
    Overview of Trade Credit Portfolio Management
  • 3 Strategies to Reduce AR Portfolio Risk
  • 3 Ways to Assess the Probability of Default and Manage Credit Limits
  • Risk Mitigation and Exposure Collateralization 101
  • The 6 Step AR Portfolio Risk Analysis Cycle
  • Assessing Trade Credit Risk Through Portfolio Segmentation ( ~60 Mins)
  • How to Identify Risk Categories In Your AR Portfolio
  • The 5 Types of Risks Within an AR Portfolio
  • Business Environment Risks: AR Portfolio Management
  • Financial Sustainability Risk: AR Portfolio Management
  • Liquidity Risks: AR Portfolio Management
  • Management and Legal Risks: AR Portfolio Management
  • AR Portfolio Risk Landmines to Watch Out For
  • Final Assessment
  • Quiz: B2B Portfolio Risk Analysis During a Recession
  • Certificate and Feedback

About this Course

promoImage
description
lessonOverview

Watch this tutorial to understand the value of building a Portfolio Risk Analysis, to create a balance between risk and collections. It will also help you calculate bad-debt loss reserves to get accustomed to the new normal in business amidst this Global Pandemic. As a manager, changing with times is a must to avoid putting your credit at a risk.
transcript

Coming Soon
resources Coming Soon
discuss Coming Soon
instructor
name title image description
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.
recommendation
image tag title description link duration
Portfolio Analysis Credit Policy Training for A Credit Analyst Learn how to streamline credit policy and credit risk assessment to go limitless on portfolio segmentation, integrate credit and collections and dispute management. https://academy.highako.com/credit-policy-trade-creditors-course 50 min
Credit Policy Credit and Debt Collection Laws Learn all about FDCPA, ECOA, Bankruptcy and Antitrust Laws. https://academy.highako.com/credit-collections-laws-course 70 Min
Credit Policy Credit Risk Assessment Training for Trade Creditors Learn how to assess Credit Risk and create Credit Scoring Models, and also, how to evaluate your customer creditworthiness. https://academy.highako.com/trade-credit-risk-assessment-course 40 Min
tribe
widgetType Id components
topic credit-scoring-and-approval input

Curriculum90 Mins

  • The ABCs of Portfolio Risk Management ( ~30 Mins)
  • Preview
    Overview of Trade Credit Portfolio Management
  • 3 Strategies to Reduce AR Portfolio Risk
  • 3 Ways to Assess the Probability of Default and Manage Credit Limits
  • Risk Mitigation and Exposure Collateralization 101
  • The 6 Step AR Portfolio Risk Analysis Cycle
  • Assessing Trade Credit Risk Through Portfolio Segmentation ( ~60 Mins)
  • How to Identify Risk Categories In Your AR Portfolio
  • The 5 Types of Risks Within an AR Portfolio
  • Business Environment Risks: AR Portfolio Management
  • Financial Sustainability Risk: AR Portfolio Management
  • Liquidity Risks: AR Portfolio Management
  • Management and Legal Risks: AR Portfolio Management
  • AR Portfolio Risk Landmines to Watch Out For
  • Final Assessment
  • Quiz: B2B Portfolio Risk Analysis During a Recession
  • Certificate and Feedback