Program Overview
This program satisfies a requirement for the Credit Business Associate (CBA) designation. Using the textbook, Principles of Business Credit, 7th Edition, published by NACM, participants will receive in-depth exposure to:
Credit in the Business World Credit in the Company Organizing the Credit Department The Legal Environment of Credit Credit Policy and Procedures Terms and Conditions of Sale Negotiable Instruments The Uniform Commercial Code The Legal Forms of Business Credit Investigations Know Your Customer International Trade Financing and Business Insurance Business Credit Fraud Making Credit Decisions Customer Visits The Credit and Sales Partnership Out-of-Court Settlements Bankruptcy Code Proceedings Financial Statements Financial Analysis Fundamentals Analysis and Forecasting of Credit and Receivable Information
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Program Instructor
Toni Drake, CCE is the President of TRM Financial Services, Inc., a company specializing in consulting and outsourcing services in the area of business credit and collections. Ms. Drake launched The Connection Center in 2005, which focuses on training and education in credit and collections, including financial statement analysis, as well as in the areas of professional development. Ms. Drake has been a member of NACM since 1984, and began teaching CAP classes and various educational sessions in 1997. Ms. Drake served as the NACM National Chairman of the Board in 2013. She is an alumni of the NACM Graduate School of Credit and Financial Management at Dartmouth College. She was awarded the Credit Executive of the Year Award by NACM-Southwest and was awarded the CCE Designation of Excellence Award by NACM National in 2008.
Program Prerequisites
There are no prerequisites for this course though a basic knowledge of accounting principles is helpful.
General Information
We offer two options during Credit Congress, Business Credit Principles and Financial Statement Analysis 2: Credit and Risk Assessment.
They are full-day courses running Saturday, June 4 through Wednesday, June 8. Successful completion of the Business Credit Principles course satisfies a Credit Business AssociateSM (CBASM) course requirement. Financial Statement Analysis 2: Credit and Risk Assessment is an excellent preparatory class for the Certified Credit Executive® (CCE®) designation exam and is also a core course for NACM’s Certified Credit and Risk AnalystSM (CCRASM) designation.
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