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All Hands on Deck: A SWAT-Team Approach to Manage Financial Risk
Watch this panel discussion on how you could reduce financial risk for your business using a cross-functional team approach and mitigate problems.
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  • Lesson Overview

"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. How to build a collaborative team environment and improve performance in difficult times
2. How to plan for action and set goals for your team
3. How to excel at conflict resolution and communicate ideas more successfully

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.
Pam Krank · CEO, The Credit Department, Inc.
Pam Krank is President of The Credit Department, Inc, (TCD), a trade receivables management outsourcing firm that she began in 1992. As a trade receivables management expertPam is called on to transform Private Equity owned, Privately-held, and Publicly-traded companies’ trade receivables assets to achieve best-in-class results. Pam was also a Credit Supervisor at the Fortune 100 Company, 3M, for 13 years. Her 40 years of global trade credit management experience working in and consulting with over 600 manufacturers, distributors, and service companies represent an unparalleled level of experience and expertise in the industry.
Jeff Perlstein · Director, Berlin Packaging
Jeff is Director of Credit with over 25 years’ experience in the credit/collections field and leads a team of 15 professionals. His primary motivators are EBITDA, sales, and customer service and has been in his current industry – rigid packaging for over 16 years. Jeff has gained the ability to apply learnings across dozens of markets and thousands of customers to successfully navigate through economic challenges such as pandemics, natural disasters, and inflation/recession.
CURRICULUM

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

Watch this panel discussion on how you could reduce financial risk for your business using a cross-functional team approach and mitigate problems.

Course Overview 50 Mins (Show All)

Enhance Performance with a Collaborative Team Environment (~10 Mins)

Enhance Performance with a Collaborative Team Environment

Gain Customer's Trust and Business (~6 Mins)

Gain Customer's Trust and Business

Plan for Action and Set Goals (~13 Mins)

Plan for Action and Set Goals

Drive a Succesful Team with Diverse Skills (~ 7 Mins)

Drive a Succesful Team with Diverse Skills

Excel at Conflict Resolution (~4 Mins)

Excel at Conflict Resolution

Turn Recession into a Succesful Sales Opportunity (~9 Mins)

Turn Recession into a Succesful Sales Opportunity

Quiz and Course Completion Certificate

Quiz
Certificate and Feedback
All Hands on Deck: A SWAT-Team Approach to Manage Financial Risk optional

About this course

promoImage
description
lessonOverview

"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. How to build a collaborative team environment and improve performance in difficult times
2. How to plan for action and set goals for your team
3. How to excel at conflict resolution and communicate ideas more successfully
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.
Pam Krank CEO, The Credit Department, Inc.
Pam Krank is President of The Credit Department, Inc, (TCD), a trade receivables management outsourcing firm that she began in 1992. As a trade receivables management expertPam is called on to transform Private Equity owned, Privately-held, and Publicly-traded companies’ trade receivables assets to achieve best-in-class results. Pam was also a Credit Supervisor at the Fortune 100 Company, 3M, for 13 years. Her 40 years of global trade credit management experience working in and consulting with over 600 manufacturers, distributors, and service companies represent an unparalleled level of experience and expertise in the industry.
Jeff Perlstein Director, Berlin Packaging
Jeff is Director of Credit with over 25 years’ experience in the credit/collections field and leads a team of 15 professionals. His primary motivators are EBITDA, sales, and customer service and has been in his current industry – rigid packaging for over 16 years. Jeff has gained the ability to apply learnings across dozens of markets and thousands of customers to successfully navigate through economic challenges such as pandemics, natural disasters, and inflation/recession.