Financial Harmony: Credit Management, Accountants, and Economy 1 Credit
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Nov 29, 01:00 PM
ET
Businesses have faced a tumultuous period in the past 5 years, grappling with a series of challenges such as COVID, war, supply chain disruptions, energy crises, and rising living costs.
Additionally, a new banking crisis, and the emergence of blockchain, CDBC, and Crypto further add to the complexities. What repercussions will these events have on our collective future?
Considering the difficulties your clients may have encountered amid these challenges, with their businesses experiencing a downturn, it prompts the question: How can you assist? In situations where there's a lack of sufficient funds, the consequences may include a gradual decline of the client's business, leading to job losses for its employees and posing a loss for your practice as well. When multiplied across various insolvencies, the broader impact on the economy could be detrimental to society at large, not to mention the adverse effects on your practice.
Amid this chaos, how can credit management specialists and accountants extend their support to these struggling businesses and clients? The answer lies in a collaborative approach aimed at shared objectives: ensuring the survival, stability, and growth of these businesses.
This course will answer the following questions:
Join this Finance CPE Course that looks at proactive solutions you and your practice can deliver to your clients, as well as all the benefits of partnering and collaborating with credit management specialists for your practice as well as your customers and their businesses.
Credits
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.
Tracey has been in credit management for over 30 years, and during this period has gained a wealth of experience in many industry sectors, including blue-chip, public, and private sectors.
Continually endeavouring to assist businesses in implementing strong credit management processes along with training credit staff in the art of credit managements and debt recovery, Tracey has a proven track record of improving the cash flow and profits of businesses.
Having won many business awards, as well as being awarded the CICM Fellowship in 2019 and the Meritorious Service Medal in 2020 meant Tracey is recognised by her peers for her outstanding contribution to credit management.
A keen and passionate advocate of credit management, Tracey shares her passion for helping businesses, through a variety of informative talks and workshops on risk assessment, credit control and debt recovery.
Tracey is also an active member and Vice-Chair of the Kent Branch of the CICM, Board Member of BITA , Vice Chair of The Doyle Club as well as holding past positions as Area Leader for FSB, Board Member for TES Ireland.
Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.
Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.
To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
BW
Short, sweet, and to the point. Good information and a lot of common sense.
DT
Very good class to take in light of today's economy and global situations!
Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.
Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.
Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.
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