Good Customer Criteria and the Credit Process

Description

While several years have passed since the Great Recession, economic and political uncertainty have continued to plague business decision-making.  The roles and responsibilities of CPAs and finance professionals, meanwhile, has continued to expand.  This course is part of a series of short courses that will explore key economic and regulatory issues that will have a substantial impact on financial and accounting decisions for years to come.

This one hour course will examine and walk-through key elements of the credit process, including an overview of the criteria for a “good” customer.  Special focus will be given to the role of the financial professional in analyzing and forecasting the risk in the credit process.

Learning Objectives
  • Recall the criteria for a good customer
  • Recognize the role of credit in marketing
  • Identify best practices for A/R
  • Identify the credit process itself
Major Topics
  • The criteria for a good customer
  • Determinants of demand
  • Elasticity of demand
  • The cost of credit
  • Credit safety and soundness
  • The role of credit in marketing
  • The credit process itself from a global perspective
  • The risk of credit to the organization as it relates to financial capacity and external funds needed
Provider
Business Learning Institute
Course Level
Basic
Professional Area of Focus
T Shaped Professional Data / Digital / Technical
CPE Field of Study
Finance
1.0
Who Should Attend

CPAs, industry accounting and finance staff, C-level corporate officers

Instructor(s)
Matt Ryan Frank Ryan
Prerequisites
  • None
Advanced Preparation
Register Now
When
Available 24/7
Location
Online
Total CPE Credits
1.0
Format
On-Demand

MEMBER


$ (% off)
$35.00

NON-MEMBER


$ (% off)
$45.00

Register for this Course

Good Customer Criteria and the Credit Process


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