Event Calendar

Monday, October 3, 2022

Cash, Credit and Collection Management E-Learning Webinar

Start Date: 10/3/2022 8:00 AM MDT
End Date: 10/3/2022 10:30 AM MDT


Organization Name: Independent Bankers of Colorado

Contact:
Maelynn Lewis
Email: mlewis@ibcbanks.org
Phone: (303) 832-2000

This pro-active training session will explore the importance of the role of “cash, credit, and collections” management within the business. The credit analysis section will include the five “Cs” of credit while the financial statement analysis section will cover a “five-step” model including “liquidity, activity, leverage, operating performance, and cash flow.” This will be followed by effective cash management tools including zero balance accounts, collection techniques including legal issues and negotiations skill set, and the “management” of the collection process including “diverse” human factors.
 
Learning Objectives:
  • The importance of “cash, credit, and collections” management within the business
  • Explore credit analysis including the five “C’s” of credit
  • Learn a “five-step” financial statement analysis model
  • Review “cash management” tools
  • Explore effective “collection” techniques
  • Review the “management” of the collection process
 
Audience:
Commercial lenders, relationship managers, business development officers, private bankers, branch managers, and credit analysts.
 
Speaker
David L. Osburn, Osburn & Associates, LLC
David L. Osburn, MBA, CCRA, is the founder of Osburn & Associates, LLC, a Business Training & Contract CFO Firm that provides seminars, webinars, and keynote speeches for bankers, CPAs, credit managers, attorneys, and business owners. His extensive professional background of over 30 years includes 20 years as a Business Trainer/ Contract CFO and 16 years as a bank commercial lender including the position of Vice President/Senior Banking Officer. Mr. Osburn has also been an adjunct college professor for over 30 years including College of Southern Nevada.
 


Registration Pricing
 
IBC Education Member  
First registrant
$200
Additional registrants
$150
Recording
$300
IBC Member  
First registrant
$250
Additional registrants
$200
Recording
$350
IBC Non-members  
First registrant
$425
Additional registrants
$400
Recording
$525
 
Registration fee is per connection/person. The webinar will be conducted via GoToWebinar. You will receive connection information prior to the program. Registration deadline is one week prior to the offering. Cancellation Policy: Written cancellation (email acceptable) must be received on or before Friday, September 30, 2022, and will be subject to a $75 cancellation fee.  NO refunds will be granted after Friday, September 30, 2022; however, a substitute may attend. IBC reserves the right to cancel any program for which there is insufficient funds to cover the expense of the program. In the event of cancellation by IBC registration fees will be refunded.