Small Business Finance- Monica Kenney- IGNITE Conference Frost BankRandall Chase
Monica Kenney has over seventeen years of experience in the financial services industry. Currently, she
serves a Vice President and Commercial Banker at Frost Bank for the southern sector of Dallas. Her
responsibilities include investment activities, regional market growth support, community engagement
and portfolio management. She has held insurance and securities licenses.
Monica Kenney is an active member of her community and participates in the local Chambers of
Commerce, the Rotary, and the Lions Club. She also serves on the committees for several civic
organizations. Monica is a graduate of Leadership Southwest.
Monica Kenney is pursuing a Bachelor of Business Administration in Management degree.
Small Business Finance- What is needed from loan preparation, small business challenges, types of business loans, short term and long term financing and more.
Small Business Finance- Monica Kenney- IGNITE Conference Frost BankRandall Chase
Monica Kenney has over seventeen years of experience in the financial services industry. Currently, she
serves a Vice President and Commercial Banker at Frost Bank for the southern sector of Dallas. Her
responsibilities include investment activities, regional market growth support, community engagement
and portfolio management. She has held insurance and securities licenses.
Monica Kenney is an active member of her community and participates in the local Chambers of
Commerce, the Rotary, and the Lions Club. She also serves on the committees for several civic
organizations. Monica is a graduate of Leadership Southwest.
Monica Kenney is pursuing a Bachelor of Business Administration in Management degree.
Small Business Finance- What is needed from loan preparation, small business challenges, types of business loans, short term and long term financing and more.
Air date: Sept. 28, 2018
Recording available at http://www.mhmcpa.com
New revenue recognition standards under ASC Topic 606 and changes to ASC Topic 958 are taking effect, and not-for-profit organizations should be getting ready. Tax-exempt entities will need to consider transactions other than contributions and investment returns in order to correctly record revenue under the new accounting criteria. Not-for-profits must also consider the guidance that was recently released clarifying how the new standards relate to contributions made and received.
In our webinar, we will discuss how not-for-profit organizations can prepare for the changes, which are effective for years ended December 31, 2018 for conduit debt issuers and for years ended December 31, 2019 for others.
Investigating Stockbrokers and Financial Advisers was originally held April 9, 2014.
Learn whether stockbrokers or investment advisers have run afoul of regulators or been the subject of customer complaints.
This one-hour webinar will guide you, step-by-step, through the FINRA BrokerCheck database and the SEC’s Investment Adviser registration database, which contain records on 1.3 million current and former professionals.
You’ll also learn how state securities regulators police the industry and how to obtain results of their investigations for your stories. Reporters can conduct this research for free on any computer with an Internet connection; no special software or database knowledge is needed.
WHAT YOU WILL LEARN
Find regulatory penalties and employment history of stockbrokers and investment advisers using free databases.
Understand how the SEC, state regulators and industry regulatory groups supervise Wall Street, and how to get your hands on their findings.
Decode regulator-speak and find key “red flags” in these filings, such as “10b5” fraud and unsuitable investment cases.
YOUR INSTRUCTOR
Rob Wells is a lecturer at the Philip Merrill College of Journalism at the University of Maryland and a former Reynolds Visiting Professor in Business Journalism at the University of South Carolina. A former SEC beat reporter, Wells used the FINRA and SEC databases in an extensive computer-assisted reporting project.
For more information about training for journalists, please visit http://businessjournalism.org.
Dun & Bradstreet is the most common, and is used by most vendors to extend lines of credit. Landlords use them to approve office leases as well. Experian is used by many credit card companies and non-traditional business lenders .
Steps On How to Start a Staffing Agency with No Money?Macrochallenges
Staffing agencies are responsible for helping organization recruit staff to fill vacant position in their organization and also help applicants / those in between jobs secure employment; offer a wide range of recruitment -related services, largely temporary and contract staffing. They also recruit employees for permanent placements. Some staffing agencies offer services beyond just recruiting employees for its clients, but also help in training and preparing the employees to fit into the role that they are being recruited for. Usually such staffing agencies charge more than those who just recruit employees for their clients. There are some steps on how to start a staffing agency with no money.
Eversheds SHINE Webinars - Multi jurisdictional compliance 23rd October 2014Eversheds Sutherland
New regulation is produced faster than most in house teams can keep up with it, businesses are expanding into new markets exposing them to novel and often extensive compliance obligations. How do you identify compliance obligations, then manage and monitor compliance effectively? What tools and systems can you deploy to avoid time consuming and reputation damaging breaches. This session will share case studies and examples of systems, approaches, policies, communication methods and tools used in practice to ensure cost effective risk management.
Learn about how to do a qualitative and quantitative analysis to determine the gap in your market for micro and small business financing. Friedman Associates has developed a unique methodology in this area.
Bad debt recovery services revenue recovery solutions company prospectusrevenuerecovery
Revenue Recovery Solutions is a professional bad debt recovery agency. As bad debt collectors we are always mindful of future customer relationships and can request bad debt payment in a way that won’t offend or alienate your customers.
http://revenuerecoverysolutions.net/bad-debt-collection-services/
Solving Compliance Challenges Across Digital ChannelsR2integrated
At this years Net Finance Conference r2i's VP of Technology, Nick Christy, spoke about how financial institutions are driven by a core set of business goals and how compliance and regulatory laws can stand in the way of achieving the goals.
The presentation showcases a slide deck I developed to propose a new marketing strategy to the department. The proposal covers Account-Based Marketing (ABM) and how it'll bring success to the company and marketing department.
Air date: Sept. 28, 2018
Recording available at http://www.mhmcpa.com
New revenue recognition standards under ASC Topic 606 and changes to ASC Topic 958 are taking effect, and not-for-profit organizations should be getting ready. Tax-exempt entities will need to consider transactions other than contributions and investment returns in order to correctly record revenue under the new accounting criteria. Not-for-profits must also consider the guidance that was recently released clarifying how the new standards relate to contributions made and received.
In our webinar, we will discuss how not-for-profit organizations can prepare for the changes, which are effective for years ended December 31, 2018 for conduit debt issuers and for years ended December 31, 2019 for others.
Investigating Stockbrokers and Financial Advisers was originally held April 9, 2014.
Learn whether stockbrokers or investment advisers have run afoul of regulators or been the subject of customer complaints.
This one-hour webinar will guide you, step-by-step, through the FINRA BrokerCheck database and the SEC’s Investment Adviser registration database, which contain records on 1.3 million current and former professionals.
You’ll also learn how state securities regulators police the industry and how to obtain results of their investigations for your stories. Reporters can conduct this research for free on any computer with an Internet connection; no special software or database knowledge is needed.
WHAT YOU WILL LEARN
Find regulatory penalties and employment history of stockbrokers and investment advisers using free databases.
Understand how the SEC, state regulators and industry regulatory groups supervise Wall Street, and how to get your hands on their findings.
Decode regulator-speak and find key “red flags” in these filings, such as “10b5” fraud and unsuitable investment cases.
YOUR INSTRUCTOR
Rob Wells is a lecturer at the Philip Merrill College of Journalism at the University of Maryland and a former Reynolds Visiting Professor in Business Journalism at the University of South Carolina. A former SEC beat reporter, Wells used the FINRA and SEC databases in an extensive computer-assisted reporting project.
For more information about training for journalists, please visit http://businessjournalism.org.
Dun & Bradstreet is the most common, and is used by most vendors to extend lines of credit. Landlords use them to approve office leases as well. Experian is used by many credit card companies and non-traditional business lenders .
Steps On How to Start a Staffing Agency with No Money?Macrochallenges
Staffing agencies are responsible for helping organization recruit staff to fill vacant position in their organization and also help applicants / those in between jobs secure employment; offer a wide range of recruitment -related services, largely temporary and contract staffing. They also recruit employees for permanent placements. Some staffing agencies offer services beyond just recruiting employees for its clients, but also help in training and preparing the employees to fit into the role that they are being recruited for. Usually such staffing agencies charge more than those who just recruit employees for their clients. There are some steps on how to start a staffing agency with no money.
Eversheds SHINE Webinars - Multi jurisdictional compliance 23rd October 2014Eversheds Sutherland
New regulation is produced faster than most in house teams can keep up with it, businesses are expanding into new markets exposing them to novel and often extensive compliance obligations. How do you identify compliance obligations, then manage and monitor compliance effectively? What tools and systems can you deploy to avoid time consuming and reputation damaging breaches. This session will share case studies and examples of systems, approaches, policies, communication methods and tools used in practice to ensure cost effective risk management.
Learn about how to do a qualitative and quantitative analysis to determine the gap in your market for micro and small business financing. Friedman Associates has developed a unique methodology in this area.
Bad debt recovery services revenue recovery solutions company prospectusrevenuerecovery
Revenue Recovery Solutions is a professional bad debt recovery agency. As bad debt collectors we are always mindful of future customer relationships and can request bad debt payment in a way that won’t offend or alienate your customers.
http://revenuerecoverysolutions.net/bad-debt-collection-services/
Solving Compliance Challenges Across Digital ChannelsR2integrated
At this years Net Finance Conference r2i's VP of Technology, Nick Christy, spoke about how financial institutions are driven by a core set of business goals and how compliance and regulatory laws can stand in the way of achieving the goals.
The presentation showcases a slide deck I developed to propose a new marketing strategy to the department. The proposal covers Account-Based Marketing (ABM) and how it'll bring success to the company and marketing department.
Business Fraud and Cybersecurity Best Practices in the Office or While Worki...ArielMcCurdy
As the nation and the world adapted to the coronavirus pandemic, businesses became accustomed to employees working from home. Even as the states reopened from the mandated “lockdown”, many companies and employees alike found advantages to working remotely. Today, we live in a world where the hybrid of in-office work and remote work from home is the “new” normal. Home computers or other remote locations are more vulnerable than ever to cyber-attacks. Organizations need to build people-centric cybersecurity strategies to protect against business email compromises or email account compromises. Increasingly risky websites are being transmitted through corporate emails. The speaker will discuss some of the newest trends in cyberattacks which are continually evolving and growing. Ransomware can hit in seconds. Credit card use is higher than ever, and some cyber-crime groups live to target payment card information. This program has been designed to offer real-life examples and practical steps which may be taken to thwart business-fraud and cyber-crime.
Protecting Your Company’s Accounts Receivable Before Bankruptcy Hits (Webinar)ArielMcCurdy
Presented by BARR Credit Services with Wanda Borges, Esq. – Borges & Associates, LLC
About the Webinar
As the world begins to recover from the COVID-19 pandemic the tsunami of bankruptcy filings is not at an end. It is more important than ever for credit executives to be proactive in protecting their company’s accounts receivable even before they become due.
As companies have reopened their businesses, trade credit grantors are being asked to extend credit, sometimes with larger dollar exposures. Utilizing the tools available to you can safeguard your company from a bad debt exposure in the future even if your customer files for chapter 11 protection.
Credit grantors will also want to insulate themselves from a potential preference attack in a future Chapter 11 proceeding. This program will discuss how to determine which tool is the best option for your company and how to properly document that choice once you have decided.
About the Presenter: Wanda Borges
Wanda Borges, Esq is the principal member of Borges & Associates, LLC, a law firm based in Syosset, New York. For more than forty years, Ms. Borges has concentrated her practice on commercial litigation and creditors’ rights in bankruptcy matters, representing corporate clients and creditors’ committees throughout the United States in Chapter 11 proceedings, out of court settlements, commercial transactions and preference litigation.
She is a member and Past President of the Commercial Law League of America and has been an Attorney Member of its National Board of Governors, a Chair of the Bankruptcy Section and Creditors’ Rights Section. She is the President of the Commercial Law League Fund for Public Education. She is a member of several bar associations, including the American Bar Association and the American Bankruptcy Institute. Ms. Borges serves on the Board of Directors of the International Association of Commercial Collectors, of which her firm is an associate member.
She is an internationally recognized lecturer and author on various legal topics including Bankruptcy Issues such as 503(b)(9) claims and preferences, the Uniform Commercial Code, ECOA, FCRA, antitrust law, and current legal issues such as Credit Card Surcharge issues, Social Media, Cybersecurity and Ethics for the Trade Credit Grantor and current proposed legislation that may impact trade credit grantors.
Accelerating Your Revenue Cycle During COVID-19 and Navigating First-Party C...ArielMcCurdy
June 2020 - Presented by BARR Credit Services
Has your collection approach changed over the last few months? The COVID-19 pandemic has affected nearly every realm of business, with the credit industry being no exception. The regulations influencing collection practices are changing daily. During this webinar, you will learn about the latest restrictions impacting credit professionals now. This program will cover state regulations and changes in the court system due to COVID-19 and how that is relevant for collections. Additionally, advice on how to manage your credit department with these developing circumstances will be shared.
Protecting Your Business, Cybersecurity, and working remotely during COVID-19ArielMcCurdy
From the webinar "Protecting Your Business, Cybersecurity, and working remotely during COVID-19" presented by BARR Credit Services, March 26, 2020.
From this webinar, you will learn what steps you can take to protect yourself and your company from cyber-fraud. With most businesses moving to remote work because of COVID-19, we want to bring some insight on how to best protect your business activities from home.
More educational content can be found at: barrcredit.com/learningcenter/
In this fast-paced, interactive presentation, you will learn the best methods to manage the two most important types of credit risk - slow payment and nonpayment.
View video online now: https://youtu.be/xQ-3nSa8fiI
Reinforcing Sales Documentation for Strong Collection Claims: Lessons from Li...ArielMcCurdy
Reinforcing Sales Documentation for Strong Collection Claims: Lessons from Litigation in Mexico
November 29, 2018
Presented by: Romelio Hernandez in partnership with BARR Credit Services
Main Goal of the Webinar:
To enhance the position of trade creditors by helping them gain a strategic advantage in litigation, should it be required to collect a debt.
Objectives:
To gain a general understanding of the legal process in Mexico, and the challenges that creditors face during litigation for collecting debt.
To identify key documentation needed for evaluating and raising the likelihood of success of potential legal action in Mexico.
To identify the key elements and best strategies for selling to buyers in Mexico on credit and reinforcing through the available security devices, for bringing a strong and agile legal action for collecting debt.
Features:
Through actual case-studies, we will gain basic knowledge and understanding of:
Legal proceedings Mexico, including current problems and challenges, as well as recent developments.
Specific challenges of debt collection and litigation in Mexico, as compared to the USA.
Essential supporting documents and best terms of sale for gaining leverage over debtors.
How secured transactions enhance the position of creditors against debtors.
How to assess, choose and implement the best security for creditors,what problems should we avoid, and
How can we enhance a security device, and how to create and implement a plan for securing credit sales in Mexico
Directed to:
Credit and general managers responsible for managing credit and/or sales in Mexico and Latin America, as well as foreign attorneys or debt collectors engaged in or considering litigation in Mexico.
Presenter
Romelio Hernandez
President
HMH Legal, Credit & Collections
Romelio Hernandez is President of HMH Legal, a professional corporation specialized in credit and collection services in Mexico. He is based in Tijuana, Baja California, México, where he works with foreign exporting companies and collection agencies assisting them with their out-of-court and legal collection efforts throughout Mexico and Latin America. His litigation experience of 20 years and exposure to international commercial law has allowed him to provide guidance to foreign companies in mitigating the various risks of selling international. Romelio graduated from Universidad Autónoma de Baja California, and was admitted to practice law in Mexico since 1997. Romelio holds a Masters’ Degree in Comparative Law (LL.M.) from the University of San Diego School of Law (2011).
Social Media & Ethical Concerns for the Credit GrantorArielMcCurdy
Presented by Wanda Borges in partnership with BARR Credit Services
As the use of social media is a mainstay in today’s world, it becomes easy for a credit executive to lose sight of ethical constraints. Credit professionals pledge themselves to the highest professional standards and principles and to guard and secure, in confidence, information obtained for the sole purpose of analyzing and extending commercial credit. This program will discuss some of the ethical concerns that confront credit professionals today, particularly with the use of social media.
Beyond the Amazon Effect hosted by BARR Credit Services in partnership with R...ArielMcCurdy
As one of the many educational webinars BARR Credit hosts, “Beyond the Amazon Effect” brought an insightful look into the implications of The Amazon Effect.
Presented by Richard Hastings who is a Macro Strategist for international investment bank, Seaport Global Securities. Richard Hastings monitors trends in domestic and international markets. Melanie Morcelle was featured in the presentation who is the Chief Revenue Officer and Executive Vice President at BARR Credit Service. BARR Credit Services is a premier global accounts receivable firm.
BARRCredit.com
Partnering with you to provide unmatched account receivable solutions around the globe!
The world of search engine optimization (SEO) is buzzing with discussions after Google confirmed that around 2,500 leaked internal documents related to its Search feature are indeed authentic. The revelation has sparked significant concerns within the SEO community. The leaked documents were initially reported by SEO experts Rand Fishkin and Mike King, igniting widespread analysis and discourse. For More Info:- https://news.arihantwebtech.com/search-disrupted-googles-leaked-documents-rock-the-seo-world/
Personal Brand Statement:
As an Army veteran dedicated to lifelong learning, I bring a disciplined, strategic mindset to my pursuits. I am constantly expanding my knowledge to innovate and lead effectively. My journey is driven by a commitment to excellence, and to make a meaningful impact in the world.
Company Valuation webinar series - Tuesday, 4 June 2024FelixPerez547899
This session provided an update as to the latest valuation data in the UK and then delved into a discussion on the upcoming election and the impacts on valuation. We finished, as always with a Q&A
Premium MEAN Stack Development Solutions for Modern BusinessesSynapseIndia
Stay ahead of the curve with our premium MEAN Stack Development Solutions. Our expert developers utilize MongoDB, Express.js, AngularJS, and Node.js to create modern and responsive web applications. Trust us for cutting-edge solutions that drive your business growth and success.
Know more: https://www.synapseindia.com/technology/mean-stack-development-company.html
VAT Registration Outlined In UAE: Benefits and Requirementsuae taxgpt
Vat Registration is a legal obligation for businesses meeting the threshold requirement, helping companies avoid fines and ramifications. Contact now!
https://viralsocialtrends.com/vat-registration-outlined-in-uae/
Kseniya Leshchenko: Shared development support service model as the way to ma...Lviv Startup Club
Kseniya Leshchenko: Shared development support service model as the way to make small projects with small budgets profitable for the company (UA)
Kyiv PMDay 2024 Summer
Website – www.pmday.org
Youtube – https://www.youtube.com/startuplviv
FB – https://www.facebook.com/pmdayconference
Agency Managed Advisory Board As a Solution To Career Path Defining Business ...
Company PPT
1. Confidential: This information has been prepared by BARR Credit Services. Information contained herein is proprietary and cannot be disclosed outside of authorized personnel without prior written consent of BARR Credit Services.
2. Agenda
About Us
What We Do
Certifications
Collection Methodology
Litigation
Client Portal
International Collections
Seamless 1st to 3rd Party Complete features
Complete features
3. Our Story
1933
The Bessenbacher
Company was
established
1998 2016
2014 2017
The Randall &
Richards company was
established
.
Randall & Richards
acquires The Anderson
Group
BARR Credit Services is formed
from the merger of
Bessenbacher, Andersen,
Randall & Richards
BARR Credit Services
acquires Credit Decisions
International (CDI)
4. Our Commitment & Values
We are committed to developing the best,
most profitable and seamless partnership for
your organization based on your needs and
expectations.
We are a homegrown organization that
upholds family values where integrity drives
our organization.
5. What We Do
• A personal, hands-on approach to the
collections process
• BARR Credit Services offers custom A/R
solutions for today's credit department
• Third party collections
• First party collections
• Credit reports
• Investigations
• Bonded legal department
• Education & training
6. Industry Commitment
International Association
of Commercial Collectors
Commercial Law League
of America
National Association of
Credit Management
& HEARTLAND Division
Credit Research Foundation
7. Agency Certification
BARR Credit Services is pleased to be one of a select group of
agencies to meet the rigorous standards required to obtain
certification from the Commercial Law League of America, which is
endorsed by the International Association of Commercial Collectors.
• $300,000 Bond CLLA
• $850,000 State Bonds
• E & O Insurance
8. True Collection Professionals
Our Collection Professionals are certified through the IACC:
• Continuing education
• Industry standards and regulations
• Legal process and procedures
• Training on collection tools
9. Collection Claim is
received &
acknowledged
Assigned to
Collection
Representative
• Verification of
previous tools used
• Strategies and talk
offs are modified
based on Client
Treatment Plan
Managerial Quality
Review
Assigned to Second
Collection
Representative
Manager Review
for suit
consideration
Claim moves to
Legal Department
*The above process and action steps can be modified at any time based on designated Client Treatment Plan
• Initial asset location
call
• State regulatory and
licensing verification
• Assessment of
company financials
• Asset investigation
• Foreign registry check
• Mediation, negotiation
and arbitration
• Client interaction and
updates
Collection Methodology
10. When Litigation is
Necessary
BARR Credit Services has a dedicated legal
network of exceptional collection attorneys.
Departments features include:
• Asset and liability research
• Nutrien authorizes litigation
• CLLA attorneys who specialize in
commercial collection law (3.5M bond)
• Contingency basis
11. Quality Assurance
• All calls are recorded
• Call reviews
• Monthly phone monitoring
• Quantitative & qualitative targets
• Skills verification
• Ongoing review of phone skills, system
knowledge, client applications and
requirements
12. We are licensed, bonded, and
insured in all required US states and
industrialized countries.
Protecting Your Investment
13. • View your accounts live 24/7
• Develop custom reports
• Access accounting records
• Customizable access
Client Portal for Collection
Activity
14. International Collections
• Extending credit across boarders simplified
• Utilizing country specific agencies and attorneys
• Eliminate language barriers and time zones
differences
• Ensure compliance of local laws and regulations
16. Seamless 1st to 3rd Party Process
• Notification of delinquent accounts
• Same approval process for 3rd party as for 1st
• Select approve in ICE
• Send backup documentation
• Efficient, fast & accurate
17. Nutrien’s & BARR’s long term relationship
Our experience with the agriculture and animal health industry:
• History of UAP and Bessenbacher 3rd Party
• 3rd Party in Animal Health since the 1960s
• 3rd Party in Agriculture since the mid 1990s
19. BARR Credit Services Features
• 60+ years’ experience in the agricultural and animal
industry
• Seamless integration from 1st to 3rd party
• ICE Credit Exchange (ICE)
• Reporting
• Automated and customized
• Single point of contact
• Remittance
• Remit every 10 business days direct from Trust; ACH is available
• Relationship with NACM Heartland
20. The Partner You Choose Does Make a Difference
Randy Frazee
Chief Executive Officer
rfrazee@barrcredit.com
520-274-2670
Jimmy Bessenbacher
President
jimjr@barrcredit.com
520-274-2712
21. Table of Contents
• Our Story
• Values
• (Awards)
• What We Do
• Industry Commitment
• Agency Certification
• True Collection Professionals
• (Certification Notes)
• Collection Methodology
• When Litigation is Necessary
• (When Litigation is Necessary Graph)
• Quality Assurance
• Data Security
• Licensed, Bonded, and Insured
• (Arizona State Regulation)
• Client Portal for Collection Activity
• International Collections
• (International Collections Notes)
• 1st to 3rd Party Process
• Expanded Portfolio Opportunities
• Our Experience with Agriculture
• You May Recognize Some of Our Clients
• BARR Credit Services Features
• The Partner You Choose Does Make a Difference
Editor's Notes
This slide is to introduce the audience to topics in the presentation and show them how long it will be so they know as you move through the presentation
IACC Website
File review
Research assets
Recommend litigation
Your Information is Safe With Us
After client portal
Approve for 3rd Party the same way you approve for 1st