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

Presenters:

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

Summary:

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.
 
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