Learn the ins and outs of underwriting to ensure success of your company's credit department.
This proactive topic will explore the basics of managing the company's credit function including the five C's of credit, the credit department, the legal environment of credit, credit policy and credit investigations.
Additionally, this topic will include a review of credit fraud, making trade credit decisions, customer visits, working with the sales department and bankruptcy proceedings.
Agenda
Faculty
David L. Osburn, M.B.A., CCRA
Osburn & Associates, LLC
- Founder of Osburn & Associates, LLC
- Contract CFO clients include medical practitioners, financial institutions, law firms, CPA firms, architects, real estate developers, and contractors
- Extensive professional background of over 30 years encompasses 21 years as a business trainer/contract CFO and 16 years as a bank commercial lender including the position of vice president/senior banking officer
- Banking credentials include loan underwriting, loan work-out, management, and business development
- Has been an adjunct college professor for over 30 years including the College of Southern Nevada
- Holds the professional designation of Certified Credit & Risk Analyst (CCRA) as granted by the National Association of Credit Management (NACM)
- M.B.A. degree, Utah State University; B.S. degree in finance, Brigham Young University; graduate of the ABA National Commercial Lending School, University of Oklahoma
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