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Business Finance Seminars and Presentations

  • High-Performance Leadership & Team Building Skills™
    1/2 day seminar which identifies and discusses the keys to successful leadership and team building. Film and video clips are utilized to highlight main points and stimulate discussion.

  • Project Planning and Reporting — 101™
    1/2 seminar which identifies and discusses effective project planning, execution and reporting. Attendees will participate in group projects.

    SPECIAL: Combine these two half-day seminars for a full day.

  • Credit & Collection — 2002™
    1 day seminar covering the basics of credit and collections as applied in today's business environment; includes history and evolution of credit management; 6 C-s of Credit; importance of policies and procedures; understanding financial statements; credit application and approval process; importance of terms and conditions; Uniform Commercial Code; Collections; Bankruptcy and International Credit. Sample credit forms are included.

  • Putting Your Credit Department Online
    1-1/2 hour presentation and discussion of planning, implementation and administration of an e-credit department. Sample web pages and e-forms are reviewed; effective design and usage of internal and external web pages are discussed.

  • E-Commerce, E-Credit & E-Law: An Update
    1-1/2 hour presentation and discussion of the evolution of credit management and credit law as affected by e-commerce, Internet and dot.com crash.

  • Developing Effective Credit & Collection Policy & Procedures
    1-1/2 hour presentation and discussion of developing, implementing and administering effective policies and procedures. Sample policy, procedures and credit forms are included.

  • Customer Centric Customer Service
    1-1/2 hour presentation and discussion of developing and providing effective customer service; dealing with unsatisfied customers. Role playing is used to emphasize key points.

  • Preparing for Quarterly & Year-end Audits
    1-1/2 hour presentation and discussion of effective audit preparation, what auditors are looking for; suggested reports and analysis templates included.

  • Business Communications
    1-1/2 hour presentation and discussion of effective communication; verbal and written, listening, email. Sample letters included.

  • International Credit and Export Trade
    1-1/2 hour presentation and discussion of export trade and extension of credit to foreign customers. Includes various credit instruments, INCO Terms, Letters of Credit and Bureau of Export Administration regulations.

  • International Credit/Foreign Trade
    A 1-Day seminar covering international credit. Includes: credit and collection functions identifying and evaluating interational risks - country and financial; UPC 500 and INCO Terms; Export regulations and Letters of Credit. Various export documents are reviewed and discussed.

Our Location

We are centrally located to serve domestic firms in the U.S. and international business communities.

Voice: (719) 641-0169 Fax 623-584-6041
Dorman Wood CCE: Email: DWapros@aol.com
Maxine Wood CCE: Email: MaxKWood@aol.com