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Take Risk Out of Meeting Your Collection Department’s Metrics:   7 Targeted Questions  Gary W. Patterson November 3, 2009 Copyright Gary W Patterson 2009 Prepared for:  CREDIT MANAGEMENT ASSOCIATION
We will discuss today ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
How does your company stack up to these statements? ,[object Object],[object Object],[object Object],[object Object],(1 of 5) A
How does your company stack up to these statements? ,[object Object],[object Object],[object Object],[object Object],B (2 of 5)
How does your company stack up to these statements? ,[object Object],[object Object],[object Object],[object Object],C (3 of 5)
How does your company stack up to these statements? ,[object Object],[object Object],[object Object],[object Object],D (4 of 5)
[object Object],[object Object],[object Object],[object Object],How does your company stack up to these statements? E (5 of 5)
How does your company stack up to these statements? ,[object Object],[object Object],[object Object],[object Object],[object Object],A B C D E
Fiscal Checkup: Seven Targeted Questions ,[object Object],Copyright © 2009 Gary W Patterson
Fiscal Checkup:  Seven Targeted Questions ,[object Object],[object Object],Copyright © 2009 Gary W Patterson
Fiscal Checkup:  Seven Targeted Questions ,[object Object],Copyright © 2009 Gary W Patterson
Fiscal Checkup:  Seven Targeted Questions ,[object Object],[object Object],Copyright © 2009 Gary W Patterson
Fiscal Checkup:  Seven Targeted Questions ,[object Object],Copyright © 2009 Gary W Patterson
Fiscal Checkup:  Seven Targeted Questions ,[object Object],[object Object],Copyright © 2009 Gary W Patterson
Fiscal Checkup:  Seven Targeted Questions ,[object Object],[object Object],[object Object],Copyright © 2009 Gary W Patterson
First Action Item to Improve Business or Reduce Risk ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Copyright © 2009 Gary W Patterson
Outlook Versus Resources Snapshot Copyright © 2009 Gary W Patterson Hunker Down Grow Value Was / Resources Value Is / Resources Offensive Growth Defensive Growth Offensive Hunkering Down Defensive Hunkering Down
About FiscalDoctor Checkup  – identify pressing issues Diagnosis  – thorough review of financials and systems Treatment  – implementation of  best practices Wellness  – maintain financial health Copyright © 2009 Gary W Patterson
Gary W. Patterson 781-237-3637  [email_address] www.FiscalDoctor.com Copyright © 2009 Gary W Patterson

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Take Risk Out of Meeting Your Collection Department Metrics

  • 1. Take Risk Out of Meeting Your Collection Department’s Metrics: 7 Targeted Questions Gary W. Patterson November 3, 2009 Copyright Gary W Patterson 2009 Prepared for: CREDIT MANAGEMENT ASSOCIATION
  • 2.
  • 3.
  • 4.
  • 5.
  • 6.
  • 7.
  • 8.
  • 9.
  • 10.
  • 11.
  • 12.
  • 13.
  • 14.
  • 15.
  • 16.
  • 17. Outlook Versus Resources Snapshot Copyright © 2009 Gary W Patterson Hunker Down Grow Value Was / Resources Value Is / Resources Offensive Growth Defensive Growth Offensive Hunkering Down Defensive Hunkering Down
  • 18. About FiscalDoctor Checkup – identify pressing issues Diagnosis – thorough review of financials and systems Treatment – implementation of best practices Wellness – maintain financial health Copyright © 2009 Gary W Patterson
  • 19. Gary W. Patterson 781-237-3637 [email_address] www.FiscalDoctor.com Copyright © 2009 Gary W Patterson