Controller Series: Good Customer Criteria & the Credit Process Webcast | 4173535A


Date :
March 19, 2018 12:00 PM - 1:00 PM
Location :
Facility :
Webcast Event
Level of Difficulty :
Member Price :
Nonmember Price :
CPE Credits :
CPE 1.00
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While nearly 7 years have passed since the Great Recession, economic and political uncertainty have continued to plague business decision-making. The roles and responsibilities of CPAs and finance professionals, meanwhile, has continued to expand. This course is part of a series of short courses that will explore key economic and regulatory issues that will have a substantial impact on financial and accounting decisions for years to come. This one hour course will examine and walk-through key elements of the credit process, including an overview of the criteria for a “good” customer. Special focus will be given to the role of the financial professional in analyzing and forecasting the risk in the credit process.


* Recall the criteria for a good customer * Recognize the role of credit in marketing
* Identify best practices for A/R * Identify the credit process itself

Major Subjects:

* The criteria for a good customer * Determinants of demand * Elasticity of demand *The cost of credit * Credit safety and soundness * The role of credit in marketing * The credit process itself from a global perspective * The risk of credit to the organization as it relates to financial capacity and external funds needed.

Advanced Prep:


Misc. Information:

Pay the lowest price and save up to 60% with the CalCPA Education Foundation’s discount programs.
Level of Difficulty:
Field of Interest:
Designed For:


Matthew Ryan
No Agenda or Materials posted.