Monitoring Your Portfolio: Tips to Help You Manage Risk

Monitoring Your Portfolio: Tips to Help You Manage Risk


Wednesday, March 30, 2011 @ 1:00 p.m. CST


Julie Ann Blazei, President/CEO, Tricom Funding
Amanda Pfeffer, Portfolio Analyst, Tricom Funding


How closely do you look at your Aging Reports? The details on these reports can tell you more about portfolio risk than you may think. Tricom Funding will also introduce a NEW tool for risk assessments. Join us for a detailed discussion of receivable monitoring tools and tips that can help staffing owners and managers to better manage risk elements at a glance. We’ll look at Full Aging Reports, discuss who should be reviewing these reports and why. We’ll also introduce an exciting new tool, a High Alert Aging Report, which focuses on risk elements. This new report contains five key elements that help highlight potential problem accounts. Finally, we’ll take a look at the importance of credit limits and credit usage. You’ll discover “take-away” tools that you can use today to effectively monitor and manage risk elements present in your portfolio.