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Accounts Receivable and Credit Policies Management Training Course

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Samer Brown
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59 views7 pages

Accounts Receivable and Credit Policies Management Training Course

Uploaded by

Samer Brown
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Accounts Receivable and Credit

Policies Management Training Course


Accounts Receivable and Credit Policies Management
Training Course

Course Overview:
The course is designed to provide in-depth knowledge and practical strategies for managing
accounts receivable, implementing credit policies, and optimizing the collection process. This course
focuses on best practices in accounts receivable management, credit risk management, AR process
optimization, and credit control systems. Participants will learn about invoice management solutions,
AR ageing and collection, and managing overdue accounts, which are critical for improving cash flow
and reducing bad debts. By incorporating credit policies best practices and utilizing AR management,
attendees will master techniques to streamline receivables processes and enhance overall financial
stability.

Target Audience:
Accounts Receivable Managers
Credit Managers
Financial Controllers
Treasurers
Accounts Payable/Receivable Clerks
Risk Analysts
Collection Agents

Targeted Organizational Departments:


Finance Department
Credit Management
Accounts Receivable Team
Risk Management
Collections Department
Treasury and Cash Management

Targeted Industries:
Retail
Manufacturing
Service-Based Industries
Healthcare
Telecommunications
Financial Services
Course Offerings:
By the end of this course, participants will be able to:

Effectively manage accounts receivable and credit policies to optimize cash flow and
minimize risk.
Implement best practices in invoice management and AR ageing and collection strategies.
Use AR management software to streamline credit control systems and improve AR
reporting.
Conduct thorough credit risk assessments and establish robust debt collection policies.
Apply payment collection strategies and improve AR reconciliation techniques for better
financial reporting.
Leverage credit and collection software for better efficiency and compliance.

Training Methodology:
This course will employ a mix of interactive learning, case studies, group discussions, and real-world
applications. Each participant will engage in simulated practical scenarios in credit risk management
and accounts receivable processes. The course will also feature expert-led sessions to explore credit
policy's best practices, enabling participants to learn how to evaluate customer credit risk, optimize
collection cycles, and apply invoice management solutions. Feedback sessions will allow learners to
refine strategies for managing overdue accounts and automating AR systems.

Course Toolbox:
ebook on accounts receivable management and credit risk analysis.
Templates and checklists for credit control procedures, invoice dispute resolution, and credit
review policies.
Reading materials on credit control systems, AR reporting and analytics, and AR cash flow
management.
Online resources for further learning on credit policies and debt collection strategies.

Course Agenda:
Day 1: Introduction to Accounts Receivable Management

Topic 1: Overview of Accounts Receivable and its role in financial management


Topic 2: Key Principles of Credit Risk Management
Topic 3: Best practices for AR Process Optimization
Topic 4: Implementing Credit Control Systems for Effective Management
Topic 5: Key strategies for AR Aging and Collection management
Topic 6: Introduction to Invoice Management Solutions
Reflection & Review: Discuss key challenges and insights from the day's topics
Day 2: Advanced Credit and Collection Strategies

Topic 1: In-depth analysis of Credit Risk Analysis techniques


Topic 2: Enhancing Collection Cycle Improvement Methods
Topic 3: Developing Efficient Payment Collection Strategies
Topic 4: Managing Overdue Accounts Effectively
Topic 5: Optimizing Credit Limit Management and Policies
Topic 6: Using AR Management Methods for Streamlined Operations
Reflection & Review: Key takeaways on improving AR collections and payments

Day 3: Credit and Receivables Management Methods

Topic 1: Effective Techniques for AR Cash Flow Management


Topic 2: Utilizing Credit and Collection methods in AR operations
Topic 3: Credit Review Policies for Ongoing Risk Management
Topic 4: AR Reporting and Analytics for Better Decision-making
Topic 5: Cash Application Techniques to improve receivables
Topic 6: Strategies for AR Reconciliation and accuracy
Reflection & Review: Reflect on tools and Methods applications used in AR

Day 4: Risk Management and Compliance in AR

Topic 1: Conducting Customer Credit Risk Assessments


Topic 2: Creating Debt Collection Policies for consistency
Topic 3: Ensuring Credit and Collection Compliance with industry standards
Topic 4: Review and implement Financial Credit Policies
Topic 5: Understanding and Applying Receivables Aging Reports
Topic 6: Legal and regulatory considerations in AR
Reflection & Review: Evaluate compliance strategies and their effectiveness

Day 5: Enhancing AR Efficiency and Recovery

Topic 1: Advanced Credit Management strategies for AR optimization


Topic 2: Improving AR Efficiency with automation and technology
Topic 3: Techniques for Effective Credit Recovery Best Practices
Topic 4: Using Automated Systems for AR Payment Scheduling
Topic 5: Optimizing AR Ledger Maintenance
Topic 6: Developing a comprehensive AR strategy for sustainable growth
Reflection & Review: Review key learnings and discuss application strategies for long-term
success

How This Course is Different from Other Accounts Receivable


Training Courses:
What sets the course apart is its comprehensive, hands-on approach to AR process optimization,
credit control systems, and automated AR systems. This course not only covers essential topics such
as credit risk management and collection strategies but also emphasizes the use of credit and
collection methods and real-time AR reporting and analytics. Participants will gain insights into
advanced credit policies best practices and debt collection policies, with practical templates for
immediate implementation. Unlike other courses, this program focuses on optimizing cash flow
through AR ageing and collection, credit risk analysis, and more, making it a unique and valuable
resource for finance professionals.
WHO WE ARE
Agile Leaders is a renowned training center with a team of experienced experts in
vocational training and development. With 20 years of industry experience, we are
committed to helping executives and managers replace traditional practices with more
effective and agile approaches.

OUR VISION OUR MISSION


We aspire to be the top choice training We are dedicated to developing value-
provider for organizations seeking to adding, customer-centric agile training
embrace agile business practices. As we courses that deliver a clear return on
progress towards our vision, our focus investment. Guided by our core agile
becomes increasingly customer-centric and values, we ensure our training is actionable
agile. and impactful.

WHAT DO WE OFFER
At Agile Leaders, we offer agile, bite-sized training courses that provide a real-life return on
investment. Our courses focus on enhancing knowledge, improving skills, and changing
attitudes. We achieve this through engaging and interactive training techniques, including
Q&As, live discussions, games, and puzzles.

UAE, Dubai Investment


Park First
+971585964727
+447700176600

[email protected]
WHO WE ARE
Agile Leaders is a renowned training center with a team of experienced experts in
vocational training and development. With 20 years of industry experience, we are
committed to helping executives and managers replace traditional practices with more
effective and agile approaches.

OUR VISION OUR MISSION


Gamified and
We aspire to be the top choice training
provider for organizations seeking to
We are dedicated to developing value-
adding, customer-centric agile training
Interactive Training
embrace agile business practices. As we
progress towards our vision, our focus
courses that deliver a clear return on
investment. Guided by our core agile
becomes increasingly customer-centric and values, we ensure our training is actionable
agile.
We and impactful.
understand that training delivery can be challenging, both online and
offline. To ensure engagement and achieve learning objectives, we have
developed our own activities and collaborated with industry-leading
solutions to gamify our training sessions. This approach increases

WHAT DO WE OFFER
interaction levels and guarantees effective learning outcomes.

Our Training
At Agile Leaders, we offer agile, bite-sized training courses that provide a real-life return on
Cate gories
investment. Our courses focus on enhancing knowledge, improving skills, and changing
attitudes. We achieve this through engaging and interactive training techniques, including
We cover
Q&As, a wide
live range of games,
discussions, training and
categories to cater to different needs and interests
puzzles.
Branding, Marketing, Customer Relations, & Sales Political & Public Relations Programs
Programs Project Management Programs
Finance and Accounting Programs Quality & Process Management
Human Resources Management Programs Self-Development Programs
Management & Leadership Programs

Join Agile Leaders today and embark on a transformative journey towards becoming a more agile and
effective leader. Experience our customer-centric approach, actionable training, and guaranteed return on
investment. Let us help you unleash your full potential in the dynamic business landscape.

Where to
Find Us
You can join our training programs at
our centers located in

We also offer online training sessions


through the Zoom platform.
UAE, Dubai Investment
Park First
+971585964727
+447700176600
Malaysia Morocco Spain France UK Italy Egypt Turkey Georgia Azerbaijan UAE
Kuala Lumpur Casablanca Barcelona Paris London Rome Cairo Istanbul Tbilisi Baku Dubai
Sharm El-Sheikh
[email protected]

UAE, Dubai Investment +971585964727


[email protected]
Park First +447700176600
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