Master Accounts Receivable & Credit Policies for Success

inspired by: J.D. Edwards's Accounts Receivable Release A7.3

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Master Accounts Receivable & Credit Policies for Success

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Course Overview:

The course is designed to provide in-depth knowledge and practical strategies for managing accounts receivable, implementing credit policies, and optimizing the collection process. This course focuses on best practices in accounts receivable management, credit risk management, AR process optimization, and credit control systems. Participants will learn about invoice management solutions, AR ageing and collection, and managing overdue accounts, which are critical for improving cash flow and reducing bad debts. By incorporating credit policies best practices and utilizing AR management, attendees will master techniques to streamline receivables processes and enhance overall financial stability.

Target Audience:

Accounts Receivable Managers
Credit Managers
Financial Controllers
Treasurers
Accounts Payable/Receivable Clerks
Risk Analysts
Collection Agents

Targeted Organizational Departments:

Finance Department
Credit Management
Accounts Receivable Team
Risk Management
Collections Department
Treasury and Cash Management

Targeted Industries:

Retail
Manufacturing
Service-Based Industries
Healthcare
Telecommunications
Financial Services

Course Offerings:

By the end of this course, participants will be able to:

Effectively manage accounts receivable and credit policies to optimize cash flow and minimize risk.
Implement best practices in invoice management and AR ageing and collection strategies.
Use AR management software to streamline credit control systems and improve AR reporting.
Conduct thorough credit risk assessments and establish robust debt collection policies.
Apply payment collection strategies and improve AR reconciliation techniques for better financial reporting.
Leverage credit and collection software for better efficiency and compliance.

Training Methodology:

This course will employ a mix of interactive learning, case studies, group discussions, and real-world applications. Each participant will engage in simulated practical scenarios in credit risk management and accounts receivable processes. The course will also feature expert-led sessions to explore credit policy's best practices, enabling participants to learn how to evaluate customer credit risk, optimize collection cycles, and apply invoice management solutions. Feedback sessions will allow learners to refine strategies for managing overdue accounts and automating AR systems.

Course Toolbox:

ebook on accounts receivable management and credit risk analysis.
Templates and checklists for credit control procedures, invoice dispute resolution, and credit review policies.
Reading materials on credit control systems, AR reporting and analytics, and AR cash flow management.
Online resources for further learning on credit policies and debt collection strategies.

Course Agenda:

Day 1: Introduction to Accounts Receivable Management

Topic 1: Overview of Accounts Receivable and its role in financial management
Topic 2: Key Principles of Credit Risk Management
Topic 3: Best practices for AR Process Optimization
Topic 4: Implementing Credit Control Systems for Effective Management
Topic 5: Key strategies for AR Aging and Collection management
Topic 6: Introduction to Invoice Management Solutions
Reflection & Review: Discuss key challenges and insights from the day's topics

Day 2: Advanced Credit and Collection Strategies

Topic 1: In-depth analysis of Credit Risk Analysis techniques
Topic 2: Enhancing Collection Cycle Improvement Methods
Topic 3: Developing Efficient Payment Collection Strategies
Topic 4: Managing Overdue Accounts Effectively
Topic 5: Optimizing Credit Limit Management and Policies
Topic 6: Using AR Management Methods for Streamlined Operations
Reflection & Review: Key takeaways on improving AR collections and payments

Day 3: Credit and Receivables Management Methods

Topic 1: Effective Techniques for AR Cash Flow Management
Topic 2: Utilizing Credit and Collection methods in AR operations
Topic 3: Credit Review Policies for Ongoing Risk Management
Topic 4: AR Reporting and Analytics for Better Decision-making
Topic 5: Cash Application Techniques to improve receivables
Topic 6: Strategies for AR Reconciliation and accuracy
Reflection & Review: Reflect on tools and Methods applications used in AR

Day 4: Risk Management and Compliance in AR

Topic 1: Conducting Customer Credit Risk Assessments
Topic 2: Creating Debt Collection Policies for consistency
Topic 3: Ensuring Credit and Collection Compliance with industry standards
Topic 4: Review and implement Financial Credit Policies
Topic 5: Understanding and Applying Receivables Aging Reports
Topic 6: Legal and regulatory considerations in AR
Reflection & Review: Evaluate compliance strategies and their effectiveness

Day 5: Enhancing AR Efficiency and Recovery

Topic 1: Advanced Credit Management strategies for AR optimization
Topic 2: Improving AR Efficiency with automation and technology
Topic 3: Techniques for Effective Credit Recovery Best Practices
Topic 4: Using Automated Systems for AR Payment Scheduling
Topic 5: Optimizing AR Ledger Maintenance
Topic 6: Developing a comprehensive AR strategy for sustainable growth
Reflection & Review: Review key learnings and discuss application strategies for long-term success

How This Course is Different from Other Accounts Receivable Training Courses:

What sets the course apart is its comprehensive, hands-on approach to AR process optimization, credit control systems, and automated AR systems. This course not only covers essential topics such as credit risk management and collection strategies but also emphasizes the use of credit and collection methods and real-time AR reporting and analytics. Participants will gain insights into advanced credit policies best practices and debt collection policies, with practical templates for immediate implementation. Unlike other courses, this program focuses on optimizing cash flow through AR ageing and collection, credit risk analysis, and more, making it a unique and valuable resource for finance professionals.

credits: 5 credit per day

Course Mode: full-time

Provider: Agile Leaders Training Center

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Upcoming Events

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Location	Dates	Duration	Mode	Price
Montreux	Week 45, 2025 Nov 9, 2025 - Nov 13, 2025	5 Days	Onsite	€7,500
Barcelona	Week 46, 2025 Nov 10, 2025 - Nov 14, 2025	5 Days	Onsite	€5,700
Tokyo	Week 47, 2025 Nov 17, 2025 - Nov 21, 2025	5 Days	Onsite	€10,000
Manama	Week 47, 2025 Nov 23, 2025 - Nov 27, 2025	5 Days	Onsite	€4,700
Rome	Week 48, 2025 Nov 24, 2025 - Nov 28, 2025	5 Days	Onsite	€5,700
Baku	Week 49, 2025 Dec 1, 2025 - Dec 5, 2025	5 Days	Onsite	€5,000
Madrid	Week 49, 2025 Dec 1, 2025 - Dec 5, 2025	5 Days	Onsite	€5,700
Dubai	Week 50, 2025 Dec 8, 2025 - Dec 12, 2025	5 Days	Onsite	€4,500
San Diego	Week 51, 2025 Dec 15, 2025 - Dec 19, 2025	5 Days	Onsite	€14,000
Kuala Lumpur	Week 51, 2025 Dec 15, 2025 - Dec 19, 2025	5 Days	Onsite	€5,200
Casablanca	Week 52, 2025 Dec 22, 2025 - Dec 26, 2025	5 Days	Onsite	€4,100
Prague	Week 01, 2025 Dec 29, 2025 - Jan 2, 2026	5 Days	Onsite	€6,000
Sharm El-Sheikh	Week 01, 2025 Dec 30, 2025 - Jan 3, 2026	5 Days	Onsite	€4,100
Zoom	Week 02, 2026 Jan 6, 2026 - Jan 10, 2026	5 Days	Online	€1,350
Istanbul	Week 02, 2026 Jan 6, 2026 - Jan 10, 2026	5 Days	Onsite	€4,500
Amsterdam	Week 03, 2026 Jan 13, 2026 - Jan 17, 2026	5 Days	Onsite	€5,700
Madrid	Week 03, 2026 Jan 13, 2026 - Jan 17, 2026	5 Days	Onsite	€5,700
Cape town	Week 04, 2026 Jan 19, 2026 - Jan 23, 2026	5 Days	Onsite	€6,000
Casablanca	Week 04, 2026 Jan 20, 2026 - Jan 24, 2026	5 Days	Onsite	€4,100
Dubai	Week 05, 2026 Jan 27, 2026 - Jan 31, 2026	5 Days	Onsite	€4,500