Organization and Administration

Developing a Credit Policy Advanced
Sample Welcome Letter for a New Customer Core
The Basics of Deduction & Chargeback Management Advanced
Identifying Quantifying & Tracking the Deduction Problem Advanced
Deduction Prevention Advanced
Outsourcing Deductions Advanced
Deduction Management Reporting Advanced
Establishing & Maintaining an Efficient Lockbox System Advanced
Performing a Lockbox Study Advanced
Monitoring Lockbox Performance Advanced
Techniques for Improving Leadership Skills Advanced
Handling Personality Problems Advanced
Developing a Job Description Advanced
The Job Analysis Advanced
The Job Description Advanced
Measuring Internal Customer Satisfaction Advanced
Identifying Internal Customers of the Credit Department Advanced
Identifying & Measuring the Needs & Expectations of Internal Customers Advanced
Sample Customer Survey Advanced
Internal Analysis of the Credit & A/R Operation Advanced
Developing A Strategic Plan Advanced
Strategic Plan Worksheet and Sample Forms Advanced
Performance Measures for Credit & Accounts Receivable Core
What Makes a Measure Meaningful Core
What Is the Right Measure Core
Example Credit & Collection Measures Core
Example Accounts Receivable Measures Core
Estimating Uncollectible Accounts – Setting Reserves Advanced
Sample Procedure for Letter of Credit Administration Advanced
Dealing With Sensitive Credit Information Core
Sample Trade Reference Policy Advanced
Credit Balances – Your Responsibility Advanced
Job Interview Techniques & Script Advanced
The Domestic Credit Manager & An Export Order Core
Role of the Freight Forwarder Core

Commonly Used Forms

The following forms are Microsoft Word documents.
If you experience difficulty downloading them, right click on the document and save it to your hard drive as a Word document.

Core
Arbitration Agreement
Conditional Sale Agreement
Confidentiality Agreement
Demand by Secured Party for Repossession of Collateral
Demand for Payment on Endorsers
Demand for Payment of Guarantor
Demand for Payment on Promissory Note
Demand Promissory Note
Discharge of Security Interest
Dishonored Check Placed for Bank Collection
Extension of Agreement
General Release
General Subordination
Guaranty Termination Acknowledgment
Indemnity Agreement
Installment Promissory Note
Joint Check Agreement
Notice of Default on Promissory Note
Notice of Public Sale of Collateral
Notice of Purchase Money Security Interest
Notice to Subordinate Lienholder of Foreclosure and Intended Sale
Personal Guaranty
Simple Promissory Note
Secured Promissory Note
Surrender of Collateral

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