CRF Training & Skill Development

The Need:

On-Line Classes

On-Site Training

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, universities 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.

Our Trainers:

Having expertise alone is not enough. Our trainers deliver high value with quality and show commitment to 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 Baltimore’s 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 of 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 - 2 - Ways

Based on the founding principles of the Credit Research Foundation over 60 years ago, we are committed to providing quality educational and training programs to the business to business credit professional. CRF's roots are grounded in this discipline.  To foster that mission, the Credit Research Foundation has produced two delivery methods to achieve the best training to meet employee needs. 

1. We have developed the foremost training platform for B2B credit and business finance professionals - CRFOnline Classroom™  is our cutting-edge online environment designed for today's economic turmoil to provide the best training available in both content and instruction and to:

   • Cut travel

   • Increase productivity and

   • Improve your training experience

2. CRF will arrange sessions on specific topics to be held where you want them. Designed as on-site 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 on-site training facilities provide for a familiar, comfortable training environment.

Who Should Participate:

Who Should Participate:

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

Whether on-line or on-site, our classes are open to all companies - CRF members and others. This is a terrific opportunity to provide training for all employees. For on-site training, an ideal group is less than 20. Some companies have invited other businesses in their vicinity to participate and help defray the costs.

CRFTraining

Collection Training and Skills Development

The principles found especially useful by those experienced in the field of collection may be grouped into four areas:

1. collect the money,

2. maintain a systematic follow-up,

3. get the customer to discuss the account and

4. preserve good will.

Our instructor, Mr. John Zimmer, 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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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 customer's business and circumstances. This training'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. 

Our Instructor, Dr. Steven Isberg

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Financial Ratio Analysis

Provides participants with an understanding of the various financial ratios used in Customer Financial Analysis to identify major changes in trends and relationships, and assist the analyst in the investigation of the reasons underlying those changes.

Our Instructor, Dr. Steven Isberg

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Diagnostic Cash Flow and Financial Analysis: Tools, Techniques and Cases

This course covers intermediate and advanced methods of cash flow and financial ratio analysis with case studies in a variety of industry settings.

Our Instructor, Dr. Steven Isberg

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