Upcoming Webcasts

Below are the upcoming webcasts for Blakeley LLP:

Selling to the Small and Medium Sized Business: Credit, Financial and Legal Issues for the Credit Team

Tuesday, August 22, 2017 

11:00 am pacific time/ 2:00 pm eastern time
Duration: 60 minutes


Ron Sereika
Scott Blakeley

For many suppliers, the small to medium sized business customer (SMB) is a source of substantial revenue. But selling the SMB poses a number of unique credit, financial and legal issues for the credit and finance team. In this webcast, Ron Sereika, director of credit for CooperVision, Susan Archibeque, CCE, director of credit at Nicholas and Company, Inc., and I will discuss:
  • What is a SMB?
    • Annual sales
    • Funding sources
    • The capital structure
    • The life cycle of an SMB
  • Understanding the Customer’s Business
    • Creating transparency through customer financials and third party providers
    • Loan structure
    • Management
    • Industry trends
  • New Account Set Up
    • Startup or established
    • Documenting the sale with T&C’s
    • Gathering credit and financial information
    • Credit scoring
    • Credit enhancements
    • Financing, including traditional, venture capital and emerging financing alternatives
  • Selling on Terms
    • Maintaining the relationship – balancing risk and collection practices
    • Cash flow
    • Payment channel
    • Antitrust issues
  • Customer has not Paid
    • Managing A/R risk
    • Managing preference risk
    • Alternative payment forms
    • Repayment agreement
  • Into Insolvency
    • Survivability of an out of court workout
    • Small business chapter 11
We will webcast on Tuesday, August 22nd, at 11:00 a.m. pdt / 2:00 p.m. edt for 60 minutes. You may email me questions in advance of the webcast, which we will consider during the webcast. During the webcast, you may post questions, which we will respond in real time.

To test your system’s capabilities in advance of the webcast, please click here to visit our test page.