Part I. Scope of Credit Department 信贷管理部门的职责范畴

□ To establish a Credit Management Department and System for a Company
如何建立完善的信贷管理体系及信贷管理部门
□ The Responsibility of Credit Management Department  
介定信贷管理部门的职责
□ The Objective of Credit & Collection Policy
为何制订信贷及催收管理政策
□ Introduction of Credit Management Operation
介绍信贷管理的基本大纲及运作模式
□ How to Formulate the Credit Policy of a Company
如何制订公司信贷管理政策
□ Consideration Factors of Credit Policy Formulation
制订公司信贷管理政策的基本要素及需要 考虑的影响因素

 Part II. Importance of Credit Control  厘订信贷及呆坏帐带给企业的冲击

□ Consideration Factors for Defining Credit Terms and Conditions 
确定信贷期限的考虑因素
□ Understanding the Cost of Credit  
错误厘订客户信贷的代价
□ Why Day Sales Outstanding (DSO) is important to the profit margin
未偿还销售货款总日数(DSO)对公司边际利润的重要性
□ How Delinquency and Bad Debt affects the profit margin of your Company
呆坏帐对公司边际利润的影响

Part III. Credit and Accounts Receivable Administration 信贷与应收帐项的管理方法

□ Scope of Credit Management and Operation Flow 
信贷管理部门的职责范围
□ Set-up Procedures for New Customer Accounts
开立新客户的审评程序
 1)  Credit Application and Evaluation 信贷申请及审査
 2)  Terms & Conditions 厘定信贷额、还款期限及条件
 3)  Criteria to set up credit ceiling and payment terms 信贷上限和还款条件的标准设定方法
□ Methods of lowering risk and increasing credit limit
减少信贷风险的方法
□ Accounts Receivable Administration 应收帐项的管理方法
 1)  Quantitative Administration 数量管理方法
 2)  Qualitative Administration 质量管理方法
 3)  Other Administration Actions  其它管理方法
□ Mission Statement of Credit & Receivables staff   信贷管理和应收帐项部门人员的宗旨
□ Spot danger signals to reduce bad debt loss  如何识别信贷警号以减少坏帐的发生
□ Analysis and solution for Bad Debt  坏帐的分析及解决方案

 Part IV. Credit and Collection Procedures  信贷与催收帐项应有的程序

□ Effective Asset Tracing, Debt Collection and Skip Tracing Techniques
有效的( 隐藏 )资产追查及催收欠款的技巧
 1)  Movable Asset   流动资产
 2)  Immovable Asset      固定资产
□ Important Steps to achieve Effective Collection
有效的催收欠款重要步骤
□ Do’s and Don’t in telephone collection                         
可为与不可为的电话催收技巧
□ A Systematic and Effective Approach for Collection        
有系统及有效的催收欠款方法
□ How to Handle Disputed Account
  争拗性欠款的处理技巧
□ How to do if installment payment is the only choice                 
分期擹还欠款的处理方法
□ The Importance and Functionality of Credit Committee          
信贷委员会的功能和重要性
□ Common reasons/excuses for outstanding payment and the counter-measures
  常见的拖欠款项手法及相应对策
□ Answers to the most used delaying payment tactics
  如何应付常见的拖延还款手法

专家简介：
Mr. Stanki K.M. Yuen 袁杰明 先生 

香港著名信用管理专家，亚太地区信控和应收帐管理实战派人物。
□ 23 years experience in Credit & Collection Industries
在信用与收账管理领域长达23年的经验
□ One of few credit experts with Asia Pacific exposure
具有亚太地区行业经验与视野的少数信用风险管理专家之一
□ Well-experienced in operations, management, credit analysis & training
华立正信信用风险管理顾问（香港）有限公司的创建人之一
在信用分析、管理、运作、培训领域具有异常丰富的实战经验
□ Achieved Gold Medal Award (Best DSO results within the Region) during the employment by J.W. Marriott Hotel Hong Kong
在香港万豪酒店集团（美国上市公司）任职期间，曾夺得区内最优DSO业绩金质奖章
□ Greatly improved the DSO and doubtful/bad debt during Employment as Head of Credit & Collection department for his employers, namely:
曾作为信用风险与收账管理部门的领导人，为如下服务过的机构显著改善DSO指标数值、极大降低呆坏账的发生概率：
□ PTC – Top 10 software developer in the world
PTC（美国上市公司）-全球10大软件公司之一
□ J. Walter Thompson – Leading communications services company
智威•汤姆逊—曾经为占全球领导地位的传播服务机构
□ AST - Top-5 PC brand worldwide
AST-全球5大个人电脑品牌之一
□ Island Shangri-La Hotel – A leading deluxe hotel
香格里拉半岛酒店—香港高端豪华酒店
□ Lung Hing Holding Company Limited &
隆兴控股集团，以及
□ Several listed companies and groups
其它上市公司、大型企业集团