CRF Training & Skill Development

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  Customer Financial Analysis        |         International Skills       |         Leadership Training          |    Collection Training    

The Need:

The Need:

The Credit Research Foundation is dedicated to serving its members and the business credit community by offering the highest quality knowledge and information available.

In a recent survey, CRF members made it clear that they wanted the Foundation to offer training in the broad areas of credit management skills. In response to this demand, we are offering training sessions, customized to your needs. The focus of these programs is on practical training designed to enhance the skill level and performance of employees throughout your credit, collections, AR and customer financial service organization.

People entering the field of business credit management today are generally more educated than ever before. Formal education administered through colleges and universities, NACM  programs and other sources lay the groundwork for employee growth, and are fundamental to the development of personnel. However, there is a difference between education and training. Training is the application of the skills learned in the formal education environment. It is the development of the skills that will increase proficiency and ultimately performance. Training prepares employees through specialized instructions and practice.

The Trainers:

 

The Trainers:

Having expertise alone is not enough. Our trainers deliver high value, with quality and show commitment to your employees while demonstrating dependability.

The training network of the Credit Research Foundation is under the direction of Lyle P. Wallis, CCE, Vice President of Research of the Credit Research Foundation with over 30 years of credit management experience; and Dr. Steven Isberg, Associate Professor of Corporate Finance at the University of Baltimoreís Merrick School of Business, who has developed a professional competency in credit management as resident Research Fellow at CRF.

Because the Credit Research Foundation is providing these programs, you can be assured that the highest caliber trainers will facilitate the sessions. All instructors are familiar with CRF and proven to be experts in their field. 

The Location:

 

The Location:

We bring these programs to you.

CRF will arrange for the sessions to be held where you want them. Designed as in-house programs, these programs offer companies the opportunity to train many employees without the cost of travel and unnecessary time out of the office. Your office, conference center, or in-house training facilities provide for a familiar, comfortable training environment.

The Audience:

 

The Audience:

These CRF sessions are geared to the majority of the employees working in the credit, collections, AR or the financial service areas of your company.

The sessions are open to all companies - CRF members and others. This is a terrific opportunity to provide training for many employees since you pay one price  for all attendees. In most cases an ideal group is less than 20. Some companies have invited other businesses in their vicinity to participate and help defray the costs.

The Offerings:

 

Training Session 1:

A Practical Approach to Understanding Your Customer's Business Through Financial Analysis

The basis of expert credit management skills lies in an analyst's ability to understand their customers business and circumstances. Dr. Steven Isberg's unique approach will give you the ability to discover the condition of your customers as well as learn the customer strategies that are driving their financial fate. 

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Training Session 2:

The Fundamentals of International Credit

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. 

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Training Session 3:

Leadership

An organizationís leaders must provide that elusive quality called leadership. Most people think that leaders are born rather than made. That simply is not true. Leaders demonstrate an ability, which can be learned, to powerfully speak and listen in a way that engenders hope, confidence, and enthusiasm in the people within the organization.

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Training Session 4:

Collection Training and Skills Development

The principles found especially useful by those experienced in the field of collection, may be grouped into four areas: collect the money, maintain a systematic follow-up, get the customer to discuss the account and preserve good will. Our instructor, Mr. Emil Hartleb, has over 40 years of experience in the practice of credit and collections management and is recognized as one of the leading trainers and authorities in the field. 

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