Standardizing Credit Operations with Shared Services

 General Information

Cost: Members: $95
Non-Members: $195

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Time

US: 3:00pm ET

About the Webinar

Do you see inconsistency in how credit limits are set for similar customers across business units or geographies? Do collections analysts in different geographies use different collection strategies for similar customers?  In the upcoming webinar, join Scott Phillips, Head of Shared Services, Kloeckner Metals as he discusses how the organization transitioned into a shared services model with three regional credit managers and 30 credit and collections managers across North America to improve customer experience and exceed DSO reduction objectives.

Key takeaways:

1. Leverage sales teams as change agents to prepare customers for shared services
2. Design bank/external audit ready O2C operations by eliminating paper for 13000+ customers
3. Manage change in autonomous business units while standardizing operations
4. Incorporate “one customer one record one collector” philosophy to improve customer experience
5. Leverage Artificial intelligence and RPA for automating credit and collections

About the Speaker

Scott Phillips, CFE, CIA, CPA/CFF/CGMA, Head of Shared Services, Kloeckner Metals, North America

Scott Phillips joined Kloeckner Metals in 2012 to the Internal Audit function for the Americas Region.  He now heads the Shared Services for North America where he has just recently led the Credit and Collections division of Shared Services through a business process and technology transformation.

Prior to Kloeckner, Scott was the Senior Director of Global Internal Audit for Walmart where he was responsible for Sarbanes-Oxley compliance, financial audit, and other audit areas.  He also led the Internal Financial Audit Division at Aaron Rents, Inc., and prior to that, worked in several roles at Citigroup. Throughout his career, in his various roles, Scott has been responsible for re-engineering business processes, the design and implementation of internal controls, corporate investigations, and compliance regulations. 

Mr. Phillips currently serves on the Forensic Accounting Advisory Board of the School of Accountancy at Georgia Southern University, and previously served as Chapter President of the Association of Certified Fraud Examiners (ACFE) North West Arkansas Chapter and the Institute of Internal Auditors (IIA) North West Arkansas Chapter.  Mr. Phillips is a Certified Public Accountant, Certified Internal Auditor, Certified Fraud Examiner, and Certified in Financial Forensics.

Webinar Access

Instructions to join the Webinar will be sent to the main registrant's email address the day before. Remember! please log-in at least 15 minutes prior to the webinar commencing to ensure ample time for technical assistance if needed.