How to Train Accounts Receivable the Right Way: Building Confidence, Judgment, and Results

About the webinar:

Strong Accounts Receivable teams are built through structured, intentional training — not trial and error. This session provides a practical framework for developing A/R associates from foundation to autonomy, focusing on the correct progression of learning: business context, systems and process, observation, guided action, ownership, and judgment. 

Attendees will learn the key do’s and don’ts of A/R training, how to build confidence and consistency in new associates, and how effective training improves collections, reduces errors, strengthens customer relationships, and supports better credit decisions. This session is designed for credit leaders, A/R managers, and finance professionals who want to develop high-performing A/R teams that think strategically, not just execute tasks. 

About the speaker:

Lisa St. John, Credit Manager, Upstate Systems

Lisa St. John is a Credit Manager specializing in Accounts Receivable performance, collections strategy, and A/R team development. She works directly with large customer portfolios, focusing on improving cash flow, strengthening collection consistency, and training A/R associates to move beyond task-based collections toward confident, informed decision-making.

Known for her practical and relatable approach, Lisa shares real-world strategies that help organizations train A/R teams more effectively, reduce risk, and build stronger customer and credit outcomes.