In a world in which change is the rule, the key to success may well be an organization's ability to compete globally and adjust to change and volatility at an ever increasing rate. The rapid pace of change means that the new global worker needs, not only to be proficient in domestic credit practices; but, to be able to apply those skills to the global environment. 

This CRF International Skills training program focuses on international credit management that is customized to the needs of the employee and company. 

The training applies to:

•  Those new to the international environment or,

•  Those who want to sharpen their skills or,

•  For any "domestic" credit person who understands (or may not realize) that - literally - overnight their credit and collection responsibilities could expand to include international based on a company acquisition of an offshore entity.

This customized program will provide material, basic tools and concepts that the international credit person needs to understand in order to grow and succeed. The length of the program can fit your needs – from a half day, to three days or more. 

Specific “best practices” and mini-cases will address questions including:

• How to apply attributes of credit risk in the international environment?

• What are the major differences in domestic vs. international credit you need to be aware of?

• How do you minimize risk when selling overseas in a competitive business environment?

• What are the "Best Practices" every international risk manager must utilize and apply to be a successful credit professional?

Other topics may be addressed as follows:

1. Credit Policy and Credit Procedures: Establishing; Focal Points; Influences; Formulating; Staffing/Organizational Development; Creating Procedural Check-list; Day-to-Day Administration of Credit and Collections.

2. International Trade Law – how/what to look and watch for.

3. Credit Investigation: Sources; When and What to use.

4. The “C’s” of Credit Risk Management, with emphasis on Country, Currency and Cultural issues.

5.  International Payment Terms of Sale: What they are/ when and how to use.

6.  Lines of Credit: Establishing; Monitoring.

7.  Financial Statement Analysis in the international credit environment.

8.  Credit Insurance: When or is it appropriate?

9.  Accounts Receivables: Reporting, Monitory and Forecasting.

Paul Beretz is Managing Director of Pacific Business Solutions, www.pacbizsolutions.com a company he created in 1999.  In addition, he is a founding partner of Q2C (Quote to Cash) Business Solutions. www.quotetocash.biz

Paul brings over thirty years experience in global management and finance in high and low-tech industries: telecommunications, semi-conductors, forest products, chemicals, plastics and consumer products among others.  His expertise includes analyzing opportunities and providing resolutions in the order-through-collect cycle for manufacturers, distributors and service companies located in both the US and worldwide.

He has been an instructor in finance and business at the University of California at Berkeley and currently is a faculty member at Michigan State University, St. Mary’s College of California and the University of Phoenix.  He currently serves on FCIB’s Board of Directors and has produced and presented seminars and training programs for organizations such as CMA , NACM, FCIB and Dun and Bradstreet.  The topics cover a wide range of subjects from cash flow management techniques to customs and practices in international business.  He has been an expert witness and has authored articles for trade publications, edited books on financial management and authored a book for the American Management Association.

During 2000-2001 under FCIB sponsorship, he wrote and instructed in a two-week seminar for a mid-eastern government on selling into the global market.  In 2003, Paul – as Project Manager – led a rollout of an on-line, certificate program in International Risk Management, sponsored by FCIB in partnership with Michigan State University and the U.S. Department of Commerce.  As of the spring of 2005, over 300 professionals from 30 countries have successfully completed the certification course. 

Paul has been invited to Shanghai in December 2005 by CCPIT (Chinese Council for the Promotion of International Trade), the largest organization in China that promotes trade, to present a seminar regarding issues in selling into global markets.

Paul received his BBA from the University of Notre Dame, an MBA from Golden Gate University and the Executive Award from the Graduate School of Credit and Financial Management at Stanford University. He holds the CICE designation (Certified International Credit Executive), which was awarded by FCIB in 2001.

Paul Beretz, Managing Director, Pacific Business Solutions, a Q2C Partner

P.O. Box 215; Clayton, CA 94517.- phone: 925-672-2644;  fax: 925-672-3237

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