活动简介
2014年3月，F-Council邀请了一位资深企业信控高手和各位同行分享了如何搭建信用管理体系，让大家对事前、事中、事后管理有了更深刻的认识。基于这些认识之上，本场视频会议将对客户信用评估与分析模型进行一场分享，旨在给到各位同行一些日常工作上的启发。 A credit management expert shared his experience of how to set up a credit management system in March on F-Council video conference center, what makes us understand more about credit management in before, during and afterward. And this event will talk about credit evaluation and credit analysis model based on previous event. There will be no doubt that this event could bring some inspiration to each one.
分享嘉宾
某大型跨国公司 集团信用总监
本次分享嘉宾专注于企业信用风险管理长达15年，先后在多家跨国公司担任信用控制经理，其中包括英迈（中国）商业有限公司、摩托罗拉（中国）电子有限公司、伊顿（中国）投资有限公司等国际知名企业。
自2011年7月加入现在的公司，分享嘉宾通过自身丰富的经验及努力从根本改变了公司先前不甚良好的信用管理局面。为公司建立了一套完整的信用管理流程，包括客户评估流程、清帐对账流程、开票放单收款流程等。在该嘉宾及带领团队的努力之下，在不到两年的时间之内，公司的DSO下降了20天，超期比例降低了11个百分点，回款率提升了11个百分点，坏账金额从以前每年640万降到了30万。
不论公司是大是小，本次分享嘉宾都有办法解决各类信用管理疑难杂症。他认为信用管理是企业得以顺利发展的基础支持部门，信用管理不是控制、限制，而是为业务部门提供服务和支持，一位优秀的信用管理人员必然拥有出众的商业意识。
Speaker
Multinational Company, Credit Director
The expert focus on enterprise credit risk management has more than 15 years, worked in multinational companies as a credit control manager like Motorola，Eaton etc. Since joining the current company in July 2011, the expert fundamentally changed the company’s credit management through their extensive experience and hard work. The expert established a complete credit management processes, including client assessment process, clearing account reconciliation processes, invoicing & billing processes, and so on. Under the lead of the expert, the company’s DSO fell by 20 days, overdue ratio reduces 11%, return rate is raised by 11%, and annually by bad debts from 6.4 million to 300,000 in less than two years ’ time.
14:00 会议开始主持人致辞
14:05 客户信用分析与评估
√常用信用额度模型
-营运资产法
-销售额法/目标交易法
√信用期限确定
√审批客户信用评估
-审批信用评估所需资料
-审批信用评估管理流程
-审批权限设置
√信用风险评估模型的设定
-评估模型设计步骤
-信用评估模型参考因素
-指标体系设计原则
-模型实例
15:05 互动问答
15:30 活动结束
Agenda
14:00 Opening
14:05 Credit Analysis and Evaluation
√Credit analysis model
-Operating assets analysis model
-Sales analysis model
√Confirm credit term
√Approval credit evaluation
-Necessary information for evaluation
-Process of credit evaluation
√Credit risk assessment model
-Design procedure of the model
-Reference factor of the model
-The index system design principles
-Case sharing
15:05 Q&A
15:30 Ending
