Customer Credit and Risk Management
PRESENTED BY: Mike McBride, Risk Management Consultant, Allianz Trade
In today’s environment, a customer's financial strength can change rapidly – for better or for worse. It’s more important than ever that financial managers grasp the significance of customer credit risk and employ strategies for mitigating the risks inherent in a credit economy.
LEARNING OBJECTIVES
- To establish a method for rating customers and tying credit terms to those ratings.
- To understand the advantages and disadvantages of credit insurance products
SCHEDULE
3:45 - 4:00 pm - Gathering and Networking
4:00 - 4:50 pm - Program (1 CPE)
4:50 - 5:00 pm - Chapter Business
5:00 - 6:00 pm - Networking Social
VENUE
Erie Club
524 Peach Street
Erie, PA 16501
REGISTRATION - OPEN TO ALL FEI CHAPTER MEMBERS, SPONSORS AND THEIR GUESTS.
FEI Members and Guests - $25
FEI Sponsors - (2) Complimentary
FEI Sponsor Guest - $25
We encourage you to bring a prospective member as our guest. For registration assistance, please email Nancy at [email protected] with the guests' details: Name, Title, Company and email address.
CANCELLATION
To cancel a reservation, contact Nancy Ehlers at [email protected]. Forty-eight “business” hours notice is requested for cancellation. We recognize that plans can change at the last minute; however, as good stewards of our chapter finances we ask your help in controlling expenses due to last-minute cancellations and no‑shows.
CPE CREDIT
Instructional method: Group-Live
Recommended CPE Credits: 1.00 Credit in Specialized Knowledge
Experience Level: Basic
Prerequisites/advance preparation: None
Financial Executives International is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information.
CONTACT
Nancy Ehlers
FEI Northwestern PA Chapter Manager
C: 973-903-5068
[email protected]