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Friday, September 18, 2020 Webcast

Good Customer Criteria and the Credit Process (X3-2562578)

3:00 PM - 4:00 PM EDT

Webcast


1 CPE Credits in SK

OVERVIEW

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.

DESIGNED FOR

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

BENEFITS

* 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

COURSE LEVEL

Basic

INSTRUCTOR

Matthew Ryan

Matthew Ryan, M.B.A., CFE

AICPA

Matthew Ryan, CPA, MBA, CFE, is the co-owner of a turnaround management consulting firm, Matthew Ryan specializes in crisis management, strategic and operational planning and risk analysis, and due diligence research for companies ranging from manufacturing start-ups to established service organizations. In addition to his consulting practice, Mr. Ryan co-writes and teaches professional education courses for state CPA societies and private companies across the country. Outside of his work in consulting and professional instruction, Mr. Ryan has served for over a decade in the Pennsylvania Army National Guard. In 2009, he deployed to Iraq as a Company Executive Officer and Brigade Medical Logistics Officer, key roles in the overall medical operations of the 56th Stryker Brigade Combat Team. Mr. Ryan is still a member of the National Guard, holds the rank of Captain and serves as Company Commander for a 150-soldier distribution/logistics unit based in Lebanon, PA. Mr. Ryan earned a B.S. in Finance from The Pennsylvania State University and an MBA from The Wharton School, University of Pennsylvania. He is a Certified Fraud Examiner and serves on the Board of Directors of a Pittsburgh-based non-profit organization while volunteering for several other non-profits throughout Pennsylvania.

PRICING

$35.00 - Member

$45.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

AICPA/NJCPA