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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


Ron has a Bachelor of Science Degree in Accounting and he has completed two-year executive credit and finance program as well as the GSCFM international program both at Amos Tuck School of Business at Dartmouth University. He was honored to have received the NACM National instructor of the year award in 2010, the National CCE of Excellence award in 2013 and also the Credit Executive of the year for Upstate New York in 2011. He is a true team player with a positive attitude and believes he will be able to help you reach the same results he has achieved with his presentation.

Mr. Ronald Sereika has over thirty years of experience in management, financial analysis, credit and collections, and customer service. His background includes working in the clothing, food and beverage, building products and currently the medical device industry; all these have contributed to his broad knowledge of diverse industries, a unique skill set that benefits any size or type of company.

Awards and Accolades

  • 2010 NACM co-national instructor of the year
  • 2011 credit executive of the year for Upstate New York
  • NACM CAP and ACAP instructor, 1998 to 2015
  • 2013 NACM National CCE Designation of Excellence Award
  • Written several publications related to the areas of collections and building partnerships with sales
  • Chairman of the board of directors of NACM Rochester, 2003 to 2006
  • Speaker at NACM Credit Congress, 2012,2013
  • Speaker at NACM annual meeting Upstate New York, 2010 to 2012
  • Two-time Finalist for CFO award Cooper Vision, 2012 and 2015
  • B.S. degree in accounting; taken two-year credit and finance program, Amos Tuck Business School at Dartmouth University

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