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Dates and Venues

Johannesburg

TBA
EES-SIYAKHA Conference Centre
Parktown
Map and Directions

Fees per delegate

R3 840.00 (excl VAT)

We offer the following discounts and special offers
(But note that you cannot combine discounts 1, 2 and 4!)

1. 35% discount to NGOs.
2. Should you be interested in attending a specific workshop that is not presented in your area, and you need to fly and stay over, we offer you a 20% discount on that event!
3. Register three delegates for an event and a fourth delegate may attend free of charge.
4. Full payment seven working days from the date of your invoice gets you a 10% discount.

Included in the fees

  • Course material
  • Parking
  • Refreshments
  • Lunch
  • Certificate of Attendance

Enquiries

E-mail Hennie or phone him on (011) 726-3040

Payment

Electronic Transfers
Name: Equity Compliance and Solution
Bank: FNB
Branch: Northcliff
Branch Code: 253 705
Account No: 62063883964

Cheques to be made payable to Equity Compliance and Solution.

Please fax a copy of the deposit slip together with the registration form to Hennie on (011) 726 2400.

Please do not mail payments.

Terms and Conditions
1. Cancellations
Should you be unable to attend, we will accept your written cancellation by no later than 7 working days prior to the start of the workshop,  in which event  a cancellation fee of 25% will be charged. Thereafter, we regret we are unable to refund any fees, although  in such cases  we would be happy to welcome a colleague who would substitute your attendance or keep the credit for a following workshop with the same monetary value. Please note that the cancellation fee of 25% will still apply in such event. All cancellations must please be confirmed in writing. 'No shows' on the dates of the workshop are still liable for the full payment. This clause also applies where we have received your registration form, invoiced you and awaiting your payment.
2. EES-SIYAKHA is not liable for any transportation or accommodation costs incurred related to the prospective attendance of an event that does not go ahead on the advertised date. The terms applicable in Clause 1 to cancellations received later than 7 working days prior to the start of the workshop will apply to any payments made in respect of events that do not go ahead for whatsoever reason.



Advanced Credit Management
Be more effective and develop a higher level of competence in the performance of the credit function!

FOR A BROCHURE & REGISTRATION FORM IN PDF FORMAT ... [ click here ]

The workshop examines the role of the credit manager and the credit department.  It will show you how to be more effective and will develop you with a higher level of competence in the performance of the credit function. 

After attending this workshop you would have gained the knowledge to plan and direct the activities of the credit department while assisting in the role of increasing sales and improving profit.

This action workshop is designed to motivate and develop credit managers, credit supervisors and credit controllers who want to succeed in today’s competitive work environment.

Objectives of the workshop

Every business enterprise (and the manager of each division or function, including credit) needs a philosophy of management that will

  • permit the growth of individual responsibility and strength
  • give cohesive direction to effort
  • maintain teamwork
  • harmonise the goals of the individual and the enterprise.

This workshop is aimed at the Credit Manager and provides a wide range of tools to streamline the Credit Department for optimal performance and allow for greater collections. From a well-structured base, the workshop shows you how to motivate and train staff to be smarter, faster and better at the entire Credit Process in terms of all relevant legislation.

About your expert presenter

NICOLA HOOLE obtained a Bachelor of Commerce (Accounting, Corporate Finance and Financial Management) from the University of the Witwatersrand and has a Facilitation Licentiate from Trinity College (London). She is an Executive Associate of Accelerated Skills Development and one of three trainers internationally certified to market and facilitate ASD courses (Accounting Comes Alive; Business Accounting for Africa; Effective Fraud Prevention; Advanced Business Management).

PROGRAMME

Identifying your Credit Management Objectives

  • The importance of setting objectives
  • Long vs short-term objectives
  • Organising all relevant structures
  • Planning in order to meet objectives
  • Controlling functions and appraisals

Formulating your Credit Sales Policy

  • Implementing the Policy
  • Communication of the Policy
  • Assigning Responsibility
  • Review of Credit Sales Policy
  • Typical Corporate Policy Statements

Developing your Functional and Task Analysis for the Credit Department (Policy)

  • Factors Underlying a Credit Sales Policy
  • Organisation of a Credit Sales Policy
  • Objectives of a Credit Sales Policy
  • Coordinating the Credit Sales Policy
  • Industry Characteristics of a Credit Sales Policy

Determining your Staffing Needs                    

  • Selecting people
  • Recruiting staff
  • The selection process
  • Staffing the credit department
  • Appointment and induction

Structuring your Credit Department

  • Common Objective
  • Specialisation
  • Logical Arrangement
  • Types of Structure
  • Busyness

Implementing Credit Control Systems                                          

  • Credit Information Storage
  • Credit Instructions
  • Credit Data Revision
  • Credit Checking
  • Account Management
  • Correspondence
  • Reviewing Credit Information and Ratings

Process for Classifying your Accounts by Risk

  • Factors that Influence Credit Limits
  • Classification of Credit Limits
  • Risk Categories
  • Example of establishing a Formula
  • Nominal Risk outcomes
  • Blue chipping

Analysis of your Debtors Ledger

  • The percentage of total sales made to each class of account
  • The average accounts receivable balance for each class of account
  • The days sales outstanding (DSO) measure for each class of account.

Formulating your Collection Policy

  • Defining a collection policy
  • Components of a collection policy
  • Collection responsibility
  • Use of non credit personnel in collections
  • When to start collection efforts & which tools to use
  • NCA requirements

Reporting to Management

  • Frequency of Reporting
  • Ageing of Accounts Receivable
  • Analysis by Risk Classification
  • Past Due Accounts Receivable
  • Cash Forecasts
  • Analysis of Delinquent Accounts

Evaluating your Credit Department’s Performance

  • Reporting
  • Targets
  • Effective use of meetings
 ENQUIRIES ABOUT OUR CONSULTING SERVICES
E-mail Lungile Nxumalo or phone Lungile on (011) 726-3040
 

ENQUIRIES ABOUT OUR WORKSKOPS AND SEMINARS
E-mail Hennie Oosthuizen or phone Hennie on (011) 726-3040
 
ENQUIRIES ABOUT OUR CONFERENCE CENTRE
E-mail Caroline Chamboko or phone Caroline on (011) 726-3040
 
ENQUIRIES ABOUT OUR CONFERENCES
E-mail Ryan Muller or phone Ryan on (011) 726-3040
 

 
© EES 2004    |    Last updated on : Wednesday, 19 October, 2011 14:56