Live Webinar: All Hands on Deck: A SWAT-Team Approach to Manage Financial Risk

"ABC Corps had an opportunity to win business from a new client. Before signing the deal, leaders from Sales, Operations, Fulfillment, and Credit met with the client to understand their needs. This collaboration helped ABC crack the deal efficiently without any financial risk”

Usually, not every team is involved at the beginning of a sales process. This can often lead to an information disconnect and disagreements later on among various teams. But just like ABC Corps, many C-suite executives too believe that initiating a “cross-functional team" can create a shared understanding of your client’s needs and financial history.

But the question is, how do you get started? Discover how you could implement a cross-functional team approach in your organization by joining our experienced leaders from diverse teams.

About the trainer

Robert Shultz
Founder, Quote to Cash Solution

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.

About the trainer

Pam Krank
CEO, The Credit Department, Inc.

Pam Krank is President of The Credit Department, Inc, (TCD), a trade receivables management outsourcing firm that she began in 1992. As a trade receivables management expert, Pam is called on to transform Private Equity owned, Privately-held, and Publicly-traded companies’ trade receivables assets to achieve best-in-class results. Pam was also a Credit Supervisor at the Fortune 100 Company, 3M, for 13 years. Her 40 years of global trade credit management experience working in and consulting with over 600 manufacturers, distributors, and service companies represent an unparalleled level of experience and expertise in the industry.

About the trainer

Jeff Perlstein
Director, Berlin Packaging

Jeff is results-oriented, sales focused, EBITDA driven, and customer service motivated Director of Credit with over 22 years' experience in the Credit and Collections field and 16 years of management.

Highlights

Real life experiences on team collaboration and how it has helped in difficult times.
How to plan for action, and goal setting for your team.
How to handle conflict resolution, and communicate ideas more successfully.