Masterclass
Title |
Details |
Audit
and Survey
(2
days)
|
If there was a single key skill needed in today's industry then this
would surely be competing for the prize.. A highly practical Masterclass
that looks behind the standard audit and survey form/checklist. It
delves into the heart of information gathering exploring both the
methods available for information gathering and the reasons we want
the information in the first place. An excellent Masterclass for the
newly appointed surveyor/auditor, for someone moving into a sales
role in which they will perform mini-surveys, or as a refresher for
existing auditors/surveyors. (Diary) |
Client
/ Account Management
(1
day)
|
Well really we are not quite telling the truth when we say that this
is a new course. It's certainly new as one of our Masterclasses but
it's a programme we run constantly through the year as an in-house
programme for our clients. Ideal for those who are carrying out a
client/account manager role and office based or on the road. This
Masterclass will help you in understand what makes clients tick, whey
they react they way they do and how you as the client manager must
manage the relationship. A vital Masterclass for the new Client/Account
manager or for those needing to brush up their skills.(Diary)
|
Commercial
Awareness
(1 day)
|
The first of our new Masterclasses - this one has been developed from
a very popular in-house course that we have run for a number of clients.
It is designed for client/account managers or anyone who needs to
understand how businesses actually work in the real world. Covering
such topics as - legal business structures, the laws that effect business
operations, VAT, Taxation, Health and safety etc..etc.., It answers
all the questions you never quite got round to asking, but you should
know the answers if you are going to be fully professional. (Diary) |
Credit Control and Collections
(2 days)
|
All we need now is the money...and the debtor happy,,and the client
happy...oh! and we need to ensure our investment is secure (perhaps
we should be running a course on paranoia). This Masterclass is designed
to equip our credit controllers with the complex range of skills they
need to be factoring acrobats (sorry!) Credit Controllers. Using our
famous 'Workbook' of 'factoring' specific problems areas the Masterclass
will develop both factoring specific and general credit control collection
skills. (Diary) |
First
Steps into Operational Management
(3
days)
|
A very difficult first step - from 'one-of-the-team' to the client
manager (or whatever title you use) this Masterclass helps the newly
appointed, or those being developed towards a management role to take
this first step with confidence. The Masterclass delivers an understanding
of the 'people management' skills that we all need when we take this
first step, along with useful tools to enable them to take control
of their team with confidence. Based on our first hand experience
in the industry this Masterclass recognises the very specific demands
placed on our first line managers by our industry - and sets them
with off with a head start. Also suitable as a refresher for existing
first line managers or those who need a less 'technical' focus. (Diary) |
Fraud
and Security
(1
day)
|
One
of our most popular Masterclasses it covers the latest fraud and security
issues as well as reinforcing good practice in the areas of security
and fraud protection. Ideal for anyone who has to cope with the pressures
and the problems of working in a service industry with high security
risks and who need to be able to identify developing risk situations
and take preventative action. Simply this Masterclass will be suitable
for anyone who needs to manage their security more effectively. (Diary) |
Interactive
Finance
(1 day)
|
This Masterclass is designed for those who have to meet with potential
or existing clients and will during those meetings collect financial
information. It gives them the ability to immediately ask relevant
questions that can reveal the key issues in the clients/prospects
business. An absolute must for those interested in security protection
and company assessment. This Masterclass requires a reasonable understanding
of the basics of financial accounts, it will also be suitable for
someone who lacks confidence in 'off-the-cuff' questioning. (Diary) |
Introduction
to Factoring and Discounting
(1
Day)
|
Everything
you need to know about our industry. Jargon explained and factoring/discounting
operations explored in detail. This is the ideal course for those
new to the industry in whatever job role. The day covers marketing,
legal and fraud and security risks and provides an excellent foundation
course for new starters. (Diary) |
Introduction
to Stock Finance
|
With
the growth of new products into our market 'stock finance' is rapidly
becoming one of the more common ways in which factors are increasing
the funding levels to their clients. This move into new territory
opens up new potential risks as well as the opportunity for bigger
rewards. This new Masterclass explores all the key elements of stock
financing including, structuring and costing stock finance deals,
auditing stock, what to and want not to finance.. If you need to understand
what stock finance is and how it works this is the Masterclass for
you. (Diary) |
Reading
the Runes - Risk Assessment
(1
day)
|
This is for anyone who needs to assess the risk of potential and existing
clients. It adds technical assessment skills to those provided by
the Underwriting and Audit and Survey Masterclasses. (Diary)
|
Reconciling
Discounting Accounts
(1
day)
|
With the continued growth in discounting more and more staff are getting
involved in reconciling discounting clients - and not all feel confident
in the process as a consequence many reconciliations are done in a
poor even slipshod way that enables clients to hide risk problems.
This Masterclass should pay for itself a hundred times over in improved
security and risk management. (Diary) |
Selling
Factoring and Discounting
(2 day
|
After a very (very) brief overview of selling skills this Masterclass
moves rapidly into the heart of our industry - how do we sell our
products and services. Covering the key issues from new business sources
- through introducers - into prospect objections - via competition(!)
- including selling the 'technical aspects of the product - until
we end up with Underwriters. A great two days that will help increase
sales for existing sales people and is an essential for the person
who is new to sales or new to the industry. (Diary) |
Understanding
Finance
(3
x 2 days)
|
Our most popular Masterclass - Eileen works her magic over and over
again with this Masterclass - delegates come on it and go away actually
understanding what accounts are and what they can tell you. The Masterclass
is always fun, not delivered by an accountant who speaks 'Martian'
but by someone who though practical experience knows what her delegates
want. A not to be missed Masterclass. (Diary) |
Understanding
Finance Follow Up
(2
days)
|
Designed to go a little further down the financial road, brush up
on those basis skills/knowledge that may have rusted up a bit and
generally tidy you up.iary)
|