Conducting Effective Meetings in the Credit Department

Upcoming Lessons

1. Credit Department Pre-meeting checklist

2. In-meeting Best Practices

3. Post-meeting Follow-ups

Hour glass
Duration 60 Min
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Lessons 3 Lessons
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Learn 100% Free
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Language English
  • About
  • Course Content
  • Resources
  • Instructors

Course Overview

Did you know that 60% meetings do not even have an agenda? No wonder that most meetings are considered a waste of time. This free course provides actionable tips to conduct effective meetings.

What you will learn

  • Pre-meeting checklist
  • In-meeting best practices
  • Post-meeting follow-ups

Skills you will gain

Time management
Leadership
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Role: Credit Managers
Designed for Business Credit Managers
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Level : Foundation Course
Designed to educate entry-level professionals
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Topic: O2C Essentials
O2C domain-specific training course
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Type: Theory Course
Theory lectures by credit practitioners
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Completion Time: 1 Week
Suggested reading for 2-3 hours/week

Lesson Resources

Robert S. Shultz

Robert S. Shultz

Board of Directors Member, CMA
Robert Shultz has had a thirty- year career as a global credit and financial executive for large multi-national companies. As a Founding Partner of Quote to Cash Solutions (Q2C) LLC, he provides consulting services in all aspects of the credit and collections process for companies of all sizes in a variety of industries. He is currently on several Advisory boards including as a Special Advisor to the Credit Management Association Board of Directors and he is the Chairman of the Financial Executive Networking Group’s (FENG) Credit and Working Capital Management professional group.

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