Debt Collection Coaching & Consultancy

2 days Workshop

INTRODUCTION

This is a highly practical & relevant workshop for whose those are serious in debt recovery. Much life testimony on debt recovery will be imparted to you. Proven Strategies on how to write back your bad debts provision will be shared as well

Course Objectives                                                                                                                                   
By the end of this course you will be able to:

  • Understanding Negotiation Techniques 

  • Profiling Your Customers

  • Use Practical Debt Recovery Approaches

  • Understand Legal Debt Recovery Strategies

  • Know When To Initiate Legal Actions

  • Reducing your receivable outstanding balance 

  • Laid a strong front end evaluation to select quality customers 

METHODOLOGY

Life Case Study & Group Discussion. Real-current problematic debt cases will be analyzed and scenario solutions will be discussed within the workshop.

WHO SHOULD ATTEND

CEO, CFO, Legal Managers, Chief Accountants, Accountants, Marketing Managers, legal Managers, Collection Executives, Finance Executives, Supervisors, Credit Analysts, Credit Controller & Recovery Officers & all professional seeking to improve their collection skills

Special Feature: NOTE: Please bring laptop along

PROGRAMME OUTLINE

Day 1

Module 1: Discussion of debt recovery

  • What are the Burning issues of debt recovery?

  • Evaluate the most appropriate debt Negotiation’s Style 

  • Discuss the Strategies to Negotiate Debt

Module 2: Profiling Customers 

  • How to do profiling & handling difficulty customers?

Module 3: Financial Ratios & Credit Evaluation Analysis (Predicting Business Failure)

  • Learn how to size up a company quickly by reading their financial ratios 

  • Liquidity 

  • Solvency 

  • Efficiency 

  • Profitability 

  • Asset Management 

  • Assessing drivers of company profitability and growth: - 

  • Operations and investment strategies: operating and investment management 

  • Measuring the 'Fiscal-Fitness' of a company: The Altman Z-Score

Credit Evaluation & Monitoring 

  • Importance of Credit Evaluation & Monitoring

  • Criteria for Approval or Rejection 

  • Setting the Credit Limit

  • Monitoring Customer Account  

  • Group exercises

Module 4: Recovery Strategies  

  • Why & when External Outsourcing to Collection Agencies 

  • Why & when Internal Outsourcing to Staff

  • Why & When Should & should Not Take Legal Action


Day 2

Module 5: Legal documentation 

  • Discuss the Key Legal Aspects of Credit Management and Debt Recovery

Module 6: Apply Comprehensive Company Wide Collection Risk Model (Case Study) 

  • Potential risk

  • Quantify Collection impact

  • Review Pre-mitigation (Collection impact)

  • Mitigating Collection strategies & controls

  • Post Mitigation (collection impact)

  • Quantify Financial Collection improvement

  • Quantify possible Cost increase in collection strategies

  • Quantify Cost/benefit Benefit in post collection mitigation strategies

  • Decision Summary recommended

  • Calculate ROI 

  • Ranking (priorities collection efforts)

Module 7: Thinking Out of Box Collection Strategies

  • Negotiation

  • Monitoring

  • Collection

  • Outsourcing

  • Revaluation

  • Legal

Module 8: Application 

Planning

  • Identify all the collection burning issues & 

  • Identify all the solutions or alternative plans 

  • Identify the KPI to the solutions

Execution

  • Identified Person in Charge (PIC) to achieve the Collection KPI

  • Put in place a Monitoring Program  

Evaluation

  • Identified all the challenges/barriers faced by the PIC

  • Removing the barriers by providing action plan

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