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1A. What is Credit Policy- what is included in it, how do you implement Credit Policy,why your company must have one.

B. What is a Credit Procedure, How many should you have, why they are needed.

C. What is a Credit Rule, how is it different then Policy or a Procedure

IIA. How to establish Credit Objectives for your Credit Department, the benefit of doing So.

B . Look at the four major focal points of establishing a policy.

C . Other influences of establishing a Credit Policy


• Why your company needs a Credit Policy

• Write a Credit Policy that fits your company

• areas of your organization that impact Credit Policy

• The differences between a Credit Policy/Procedure and Rule


A.      Learn the differences between Credit Policy/Procedure and a Credit Rule.

B.      You will have all the information you need to learn how to establish a Credit Policy for your company.

C.      Know the factors to consider when you are writing your Credit Policy.

  • After attending this live webinar you will be able to define… Why your company needs a Credit Policy.
  • After attending this live webinar you will be able to describe…How to write a Credit Policy that fits your company
  • After attending this live webinar you will be able to discuss… All the areas of your organization that impact Credit Policy.
  • After attending this live webinar you will be able to explain… The differences between a Credit Policy/Procedure and Rule.
  • After attending this live webinar you will be able to identify… The four major focal points that will make up your Credit Policy.
  • After attending this live webinar you will be able to review… Your current company Credit Policy and make the needed changes to make sure it truly supports your business.

• Bankers

• Credit managers

• Credit Analysts

• People working in FP&A

• Small business owners

• General Managers


Ronald Sereika is the manager of credit and collections at CooperVision, Inc. He has been an NACM instructor since 1998 as well as a speaker at the NACM Credit Congress, NACM Eastern Regional Conference and New York State NACM Annual Meeting for the past four years. He has attended the Graduate School of Finance at Dartmouth University and has earned the designations of CCE -Certified Credit Executive and CEW- Certified Expert Witness.

Mr. Sereika has been honored to win the following awards: NACM Instructor of the Year 2010, NACM CCE Award of Excellence 2013 and the Upstate New York Credit Executive of the Year in 2011. He has a BS in Accounting from Fredonia State University and has done numerous webinars and speaking engagements over the past five years.

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