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Webcast:  CFO/Controller Series: Good Customer Criteria and the Credit ProcessWebcast: CFO/Controller Series: Good Customer Criteria and the Credit Process

$35.00 (USD)

While nearly 7 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.

Credits: 1
Estimated Length: 1 hour(s)
Valid for: 12 Month(s)

Lessons

Name View Schedule
Web Meeting1. Controller Series: Good Customer Criteria and the Credit Process View Schedule

Objectives

Upon completion of this webcast, participants will be able to:
  • 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
CPE FIELD OF STUDY
  • Finance (1.0 Credits)
WHO SHOULD ATTEND
  • CPAs, industry accounting and finance staff, C-level corporate officers
INSTRUCTOR(S)
  • Matthew Ryan 
PREREQUISITES
  • None
COURSE LEVEL
  • Basic
LOCATION
  • Online Webcast

____________________________________________________

Matt's Biography:   

Matt currently serves as the President of a management consulting firm specializing in strategic planning and economic forecasts, and simultaneously serves as the CFO of a tech startup specializing in dynamic pricing and as the CFO of an educational institute based in Washington, D.C. He has additional experience in both alternative investment and public accounting, as well as extensive experience in risk analysis and operations management.

Outside of his consulting work, Matt currently serves in the U.S. Army Reserves with more than 15 years of service in the military. He recently completed an extended tour as the Company Commander for a logistics/distribution unit based in Central Pennsylvania. In 2009, Matt deployed to Iraq where he served dual roles as the Executive Officer of a medical unit and as the Brigade Medical Logistics Officer for the 56th Stryker Brigade Combat Team.

Matt serves on the Board of Directors of a Philadelphia-based military service organization and previously served as the Audit Committee Chairman of The Institute of World Politics in Washington, D.C. He also participates in numerous political organizations and has served on campaign committees for local, state, federal, and judicial candidates.
Matt holds a B.S. in Finance from The Pennsylvania State University and an MBA from The Wharton School at the University of Pennsylvania. He is a Certified Fraud Examiner and Certified Public Accountant (Pennsylvania & Virginia), and has a Master’s Certificate in Lean Six Sigma Black Belt through Villanova University.

Expert
Expert
Francis X. Ryan, CPA, CGMA, MBA
Certificates
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