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Successful strategies to collect in Latin America

Event

When:
Mon, April 27, 2026, 03:00 - 04:00
Where:
Online, internet
Category:
Webinars

Description

with Alfredo Puerta, Director of Credit Latin America, Osterman & Company, Inc.

About the webinar:

Latin America is a diverse region where business practices vary from country to country, and the legal systems are usually complex and slow. The main focus of this session is to provide guidelines for international companies on their collection processes in the region.

  1. Navigating the legal framework in Latin America: which documents have more strengths from a legal standpoint, how to set up a guarantee, and working with banks’ solutions (credit lines, letters of credit, and documentary collections). Searching for legal support.
  2. Distance collections: Emails vs. phone calls vs. messaging Apps. Making the most of in-person visits. Overcoming the language issue.
  3. Case Studies: Real-life examples of successful collection strategies in the region.

About the speaker:

Alfredo Puerta, Director of Credit Latin America, Osterman & Company, Inc.

Lisa St. John' bio photo

Credit Director for Latin American at Osterman & Co. since 2010, Alfredo Puerta has worked as Credit head for banks such as Citibank and a Financial Consultor for companies such as KPMG and PWC, mainly in Latin America.

He holds a degree in Accounting from the Universidad Católica Andrés Bello (Ven) and an MBA and a Master’s in Finance from the Institute of Higher Studies in Administration (IESA) in Venezuela. He is also accredited as a CICP and Investment Consultant.

He also combines his professional activities with Academia, having been a professor of graduate degree programs in Finance since 1997 at some of the highly ranked universities in Latin America, such as the University of Costa Rica and the Universidad Central de Venezuela.

Register here:

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General information:

Members: $95 | Non-Members: $195
12:00 pm PT | 3:00 pm ET

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Instructions are sent to the registered email address.

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Venue

Location:
Nationwide