Ready to revolutionize your financial management? Join our exclusive one-day MasterClass featuring two powerhouse sessions: “Key Strategies for Effective Credit Analysis and Management” and “Improving Your Accounts Receivable Collection Skills.”

Gain deep insights into mastering credit risk and enhancing your credit evaluation techniques, while also discovering actionable strategies to streamline your collection processes and boost cash flow.

This comprehensive MasterClass is designed for financial professionals who want to elevate their credit management and receivables collection skills to new heights.

Don’t miss this opportunity to transform your financial strategies and drive success!

AM Session:

Key Strategies for Effective Credit Analysis and Management

PM Session:

Improving Your Accounts Receivable Collection Skills

Thursday, January 30, 2025

PART 1: 08:00 AM – 12:00 NN PHT

PART 2: 01:00 PM – 05:00 PM PHT

In-Person Live at

ASTORIA PLAZA ORTIGAS

15 Escriva Drive, Ortigas Business District, Pasig City

Live Stream via

REGISTER ONLINE

WWW.ARIVA.COM.PH

REGISTER NOW! CALL US!

8832-9901 | 8835-9354

(Globe/Viber) 0917-3257870

(Smart) 0919-6142598

(WhatsApp) 0917-3267870

Course Description: Part One

In today’s fast-paced financial environment, mastering credit analysis and management is crucial for both risk mitigation and strategic growth. This MasterClass is designed to provide participants with a comprehensive understanding of the key strategies and best practices for effective credit analysis and management. Credit analysis is a critical function in financial institutions and organizations that extend credit to customers, as it involves assessing the creditworthiness of borrowers and managing credit risk.

This MasterClass delves into the fundamental principles and advanced techniques of credit analysis and management. By understanding financial statements, evaluating credit risk, and implementing credit scoring models, individuals can enhance their ability to structure loans, price credit products, and effectively manage credit exposures. Through this session, participants will gain valuable insights into diversification and mitigation strategies, regulatory compliance, and best practices in credit analysis and management. Participants will learn how to assess credit risk, make informed lending decisions, and implement strategies to manage and mitigate potential credit risks effectively.

In this interactive MasterClass, participants will also have the opportunity to develop their analytical skills through hands-on exercises and real-world case studies. By the end of this course, participants will be equipped with the knowledge and tools to effectively analyze credit risk, make sound credit decisions, and manage credit exposures in a strategic and proactive manner.

Course Objectives:

The specific objectives of this unique fun-filled learning experience are as follows:

Develop the ability to evaluate credit risk using various analytical techniques and financial metrics.;
Understand how to identify red flags and potential areas of concern in credit applications.;
Gain proficiency in analyzing financial statements, cash flow projections, and credit reports.;
Learn to use ratio analysis, trend analysis, and benchmarking to assess the financial health of borrowers.;
Master the use of different credit scoring models and methodologies.;
Understand how to integrate quantitative and qualitative data to predict credit risk and make informed lending decisions.;
Learn to design and execute strategies for managing credit portfolios.;
Focus on setting appropriate credit limits, monitoring performance, and balancing risk and return.;
Acquire knowledge on best practices for mitigating credit risk, handling credit losses, and recovering from defaults.;
Explore options such as collateral management, restructuring, and legal remedies.;
Stay updated on current regulatory and compliance issues related to credit management.; and
Learn how to adhere to industry standards and legal frameworks to ensure compliance.

Key benefits from attending this MasterClass:

In this course, your participants and organization will be able to:

Enhanced Risk Assessment Skills: Equip yourself with advanced techniques to accurately assess and manage credit risk, leading to more informed and confident credit decisions.

Improved Financial Analysis Abilities: Develop a deeper understanding of financial statements and key metrics, enabling you to better evaluate the creditworthiness of borrowers and predict financial stability.

Effective Use of Credit Scoring Models: Gain practical knowledge of various credit scoring models and how to apply them in different scenarios, improving your ability to make data-driven lending decisions.

Strategic Credit Management: Learn strategies for managing credit portfolios effectively, optimizing credit limits, and monitoring credit performance to achieve a balanced risk-return profile.

Risk Mitigation and Recovery: Acquire practical skills in mitigating credit risk and handling credit losses, including techniques for collateral management and restructuring, which will enhance your ability to recover from defaults.

Regulatory Compliance: Stay compliant with the latest regulatory requirements and industry standards, reducing the risk of legal issues and ensuring adherence to best practices in credit management.

Practical Application and Hands-On Experience: Benefit from case studies, group discussions, and practical exercises that provide real-world context and hands-on experience, reinforcing theoretical knowledge and enhancing practical skills.

Strategic Advantage: Gain a competitive edge in the financial industry by mastering key strategies and techniques in credit analysis and management, positioning yourself as a skilled professional capable of driving better financial outcomes for your organization.

Course Outline:

Module 01: Introduction to Credit Analysis and Management

Overview of Credit Analysis
Role of Credit Management in Financial Stability

Module 02: Understanding Credit Risk

Types of Credit Risk
Factors Affecting Credit Risk
Risk Assessment Framework

Module 03: Techniques for Credit Analysis

Financial Statement Analysis
Cash Flow Projections
Credit Reports Analysis
Benchmarking

Module 04: Credit Scoring Models and Methodologies

Overview of Credit Scoring Models
Quantitative Data Utilization
Qualitative Data Integration
Model Application and Limitations

Module 05: Credit Management Strategies

Setting Credit Limits
Credit Portfolio Management
Credit Terms and Conditions
Collection and Monitoring Procedures

Module 06: Mitigation and Recovery Strategies

Collateral Management
Restructuring and Workouts
Legal Remedies and Actions
Developing a Recovery Plan

Module 07: Regulatory and Compliance Considerations

Key Regulatory Frameworks
Compliance Requirements
Navigating Regulatory Changes

VIEW THE DETAILED OUTLINE HERE

Course Description: Part Two

Effective management of accounts receivable is crucial for maintaining cash flow and ensuring the financial health of any organization. This MasterClass on “Improving Your Accounts Receivable Collection Skills” is designed to provide professionals with the strategies and techniques needed to enhance their collection efforts, minimize overdue accounts, and boost overall financial efficiency.

This specialized course focuses on developing essential communication strategies, negotiation tactics, and dispute resolution techniques to optimize cash flow and maintain financial stability within an organization. By mastering these skills, participants can proactively manage overdue accounts, handle difficult customers, and implement best practices for accounts receivable collection.

In this interactive MasterClass, participants will have the opportunity to engage in interactive discussions, case studies, and role-playing exercises to practice and refine their accounts receivable collection skills. By the end of this course, participants will have a robust set of skills and strategies to enhance their accounts receivable collection efforts. They will be equipped with practical tools to improve collection rates, manage overdue accounts effectively, and contribute to the overall financial health of their organization.

Course Objectives:

The specific objectives of this unique fun-filled learning experience are as follows:

Develop a solid understanding of accounts receivable management, including its impact on cash flow and financial stability.;
Acquire and apply strategies to enhance collection efforts, including the development of robust credit policies, efficient invoicing practices, and systematic follow-up procedures.;
Improve your communication skills to effectively negotiate payment terms, address objections, and maintain positive relationships with customers while ensuring timely payments.;
Learn to utilize various tools and technologies, such as automated invoicing systems and data analytics, to streamline accounts receivable processes and improve collection efficiency.;
Adopt industry best practices for managing accounts receivable, including accurate record-keeping, setting appropriate credit limits, and tracking key performance indicators (KPIs).;
Gain techniques for handling and recovering overdue accounts, including strategies for dealing with difficult cases, escalation procedures, and the use of collection agencies.; and
Learn about the legal and ethical aspects of accounts receivable management and collections, including compliance with regulations and maintaining ethical standards in collection practices.

Key benefits from attending this MasterClass:

In this course, your participants and organization will be able to:

Enhanced Collection Efficiency: Develop practical skills and strategies to improve collection rates, reduce overdue accounts, and enhance overall accounts receivable management.

Improved Cash Flow: Learn techniques to accelerate cash flow through effective collection practices and streamlined processes, contributing to better financial health for your organization.

Stronger Customer Relationships: Enhance your communication skills to negotiate effectively, handle objections, and maintain positive customer relationships while ensuring timely payments.

Increased Use of Technology: Gain insights into leveraging technology and tools to automate processes, manage collections more efficiently, and make data-driven decisions.

Adoption of Best Practices: Implement industry best practices to optimize your accounts receivable processes, including accurate record-keeping, realistic credit limits, and effective monitoring of KPIs.

Effective Delinquent Account Management: Acquire proven techniques for managing and recovering overdue accounts, including strategies for handling difficult cases and utilizing collection agencies.

Compliance and Ethical Standards: Understand and adhere to legal and ethical considerations in accounts receivable management, ensuring compliance with relevant regulations and maintaining high ethical standards.

Practical Application and Confidence: Benefit from hands-on exercises and real-world scenarios that reinforce learning and build confidence in managing accounts receivable and improving collection outcomes.

Course Outline:

Module 01: Introduction to Accounts Receivable Management

Overview of Accounts Receivable
Key Components of Accounts Receivable

Module 02: Developing Effective Collection Strategies

Crafting Clear Credit Policies
Efficient Invoicing Practices
Systematic Follow-Up Procedures

Module 03: Enhancing Communication Skills

Effective Negotiation Techniques
Managing Difficult Conversations
Building Positive Customer Relationships

Module 04: Leveraging Technology and Tools

Automated Invoicing Systems
Data Analytics for Accounts Receivable
Integrating Technology into Processes

Module 05: Implementing Best Practices in Collection Management

Accurate Record-Keeping
Setting and Monitoring Credit Limits
Tracking Key Performance Indicators (KPIs)

Module 06: Managing Delinquent Accounts

Techniques for Handling Overdue Accounts
Escalation Procedures
Developing a Recovery Plan

Module 07: Legal and Ethical Considerations

Understanding Legal Frameworks
Ethical Standards in Collection Practices
Navigating Disputes and Legal Actions

This MasterClass is suitable to a wide range of professionals but will greatly benefit:

Credit Managers and Analysts: Sharpen your analytical skills and strategic thinking for effective credit assessments and management.

Finance Professionals: Gain insights into credit management practices and improve your financial operations.

Accounts Receivable Staff: Enhance your collection techniques and streamline your receivables processes to improve cash flow.

Business Owners and Executives: Learn to make informed credit decisions and manage accounts receivable more effectively to ensure financial stability and growth.

Reserve Your Spot NOW and SAVE Php. 2,000

(Pay on or before January 03, 2025)

Best Value Rate

(Group discount is given to 3 or more participants

from same organization.)

P 3,998 + VAT

per Participant

LIVE STREAM

P 7,998 + VAT

per Participant

IN-PERSON

BFF Rate

(Minimum of 2 Participants)

P 4,998 + VAT

per Participant

LIVE STREAM

P 8,998 + VAT

per Participant

IN-PERSON

Super Saver Rate

Pay on or before January 03, 2025

P 5,998 + VAT

per Participant

LIVE STREAM

P 9,998 + VAT

per Participant

IN-PERSON

Early Bird Rate

Pay on or before January 22, 2025

P 6,998 + VAT

per Participant

LIVE STREAM

P 10,998 + VAT

per Participant

IN-PERSON

Regular Rate

Starting January 23, 2025

P 7,998 + VAT

per Participant

LIVE STREAM

P 11,998 + VAT

per Participant

IN-PERSON

IN-PERSON LEARNING INVESTMENT INCLUDES:

Enjoy a “Fun-filled” learning experience, with full access link to zoom webinar, soft copy of learning materials, certificate of attendance, AM Snacks, Sumptuous Lunch and PM Snacks!

PAYMENT METHOD

Paypal / Gcash / Paymaya
Credit Cards / Debit Cards
Bank Transfer / Electronic Funds / Telegraphic Transfer
Direct Bank Deposit: Cash and Cheque

Click here for the PAYMENT GUIDELINES

GENEROUS PARTNERS AND SPONSORS

FOR MORE INFORMATION,

EARLY REGISTRATION AND

SPONSORSHIP OPPORTUNITIES,

CALL US TODAY!

ARIVA Academy Philippines, Inc.

8832-9901 | 8835-9354

(GLOBE/VIBER) 0917-3257870

(SMART) 0919-6142598

(WhatsApp) 0917-3267870

Email: SuccessSeminars@Ariva.com.ph

REGISTER ONLINE

WWW.ARIVA.COM.PH

Stay on top of our insights and updates!

Join the ARIVA ACADEMY Facebook Group

Like ARIVA ACADEMY

facebook Page

Follow ARIVA ACADEMY LinkedIn Page

Visit our Website

ARIVA Academy | About Us | Privacy Policy

ARIVA! Academy Philippines, Inc.

Betterliving Subdivision Brgy. Don Bosco, Parañaque City, 1711

Telephone: +632.8832-9901 | +632.8835-9354

Mobile: +63.917-325-7870