Course Details

Every business has a trail of how it is trading, weather it is good or bad.

We will be looking at how these can be spotted, and how important it is to be proactive for your clients, as well as your practice, to ensure the reduction of financial stress in a business, and how to ensure you give the best advice and point your client in the right direction for the best intervention if and when required.

 

In this session Kevin Artlett will cover the following topics;

 

  • What are red flags? Proactive V Reactive
  • How to find them (regular management accounts/what to look for)
  • What impact can happen if you miss red flags have on your client, and your practice.
  • What impact will this have on the director of your client?
  • How will working with credit management experts aid you and your clients.

 

By attending this session, you will learn/understand/be able to identify how to recognise red flags, what impact this can have on your client.  What true issues your clients may be facing now and in the future.  How you can help and who would be best to refer to, to help assist your client from not reaching their potential…

 

This session will be of most interest to Accountants, Auditors, tax advisors and anyone that has a business client base.

 

Course level: Foundation / Intermediate

CPD Course Speaker

Pecunia

Kevin Artlett

Kevin Artlett is a highly experienced Credit and Insurance professional, having worked in the industry for over 35 Years. Working and managing large collection teams, and continually delivered against targets whist implementation successful policies and procedures to facilitate this. In the last 20 years he has been focused on providing services to large organisations and SMEs as an interim credit manager, consultant in change management and legacy debt, and delivery bespoke training courses and programmes for credit/collections personnel. Kevin believes in proactive credit management with an emphasis on developing the skills of credit controllers, and implementation of robust credit policies. In addition, he is a leading tutor for the Chartered Institute of Credit Management (CICM) and adjudicator for the prestigious CICM Q programme. Active committee member of CICM Kent branch, awarded the Meritorious award in 2013 and winner of mentor of the year in credit strategy awards.