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Free cpe webinars
Collections in a Crisis: Lessons Learned

COLLECTIONS IN A CRISIS: LESSONS LEARNED

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Getting paid on time is critical for cash flow, but how you handle your accounts receivable can help or hurt your relationship with your customers. Join this webinar and learn from credit & collections leaders at Slack, Snowflake, and Veeva Systems about how they’ve maintained that balance throughout the current crisis.
        
Learning Objectives:


  • Identify changes to make to your collections processes to meet your own needs while demonstrating compassion to your customers

  • Define strategies that have been most effective during the last nine months

  • Recognize new tactics learned from the crisis that will be permanent going into 2021

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Carlos Vega

Tesorio
Co-Founder & CEO
carlos@tesorio.com
(650) 772-5752

Tesoriologo updated

Carlos is the co-founder and CEO at Tesorio. Previously, he spent a decade working in finance in various roles. His experience includes investment banking with Lazard in Latin America, co-founding a factoring company, and working for the CFO of GM's pension fund. He graduated from the University of Pennsylvania with an MBA from the Wharton School and a BA in Economics from the College of Arts & Sciences.

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Michael Renner

Veeva
Senior Accounts Receivable & Collections Manager
mrenner@veeva.com
1 866-417-3024

Veeva

Michael Renner is the Senior Accounts Receivable and Collections Manager for Veeva Systems. Veeva Systems Inc. is a leader in cloud-based software for the global life sciences industry. Committed to innovation, product excellence, and customer success, Veeva has more than 800 customers, ranging from the world's largest pharmaceutical companies to emerging biotechs  Michael has over 20 years of experience across the auto, private-label credit card, utility, and technology industries.

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James Wallace

Snowflake
Collaborator

(844) 766-9355

Snowflake

James Wallace is a Collaborator at Snowflake. Snowflake’s cloud data platform shatters the barriers that have prevented organizations of all sizes from unleashing the true value from their data. More than 2,000 customers deploy Snowflake to advance their businesses beyond what was once possible by deriving all the insights from all their data by all their business users. James has 20+ years of experience as a credit and collections manager across a multitude of industries.

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Steven Odell

Slack
Credit, Collections & Accounts Receivable Manager

(415) 902-5526

Slack

Steven Odell is the Credit, Collections, and Accounts Receivable Manager at Slack. Steven is a highly effective, expert leader in the administration and management of full-cycle Accounts Receivable and the Quote to Cash process. Slack is a layer of the business technology stack that brings together people, data, and applications – a single place where people can effectively work together, find important information, and access hundreds of thousands of critical applications and services to do their best work. From global Fortune 100 companies to corner markets, businesses, and teams of all kinds use Slack to bring the right people together with all the right information.

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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About Our Presenter

Tesoriologo updated
Tesorio's mission is to help companies grow faster by understanding and controlling their cash flow in real-time instead of just reporting on it. Strong cash flow generation is the single biggest determinant of a company’s ability to grow. It also affords management the freedom to optimize for long-term bets and truly innovate.