Making Credit Decisions with Limited Financial Information

Time: Sunday, March 22, 2020 - 10:45am to 11:45am
Level: Beginner


It is a reality that we often are faced with situations where we are required to assess credit and establish credit limits for counterparts who will provide only limited financial disclosure. This session will address alternate methods of analysis, sources of information, and ultimately how you can be confident (and earn the confidence of your colleagues) with your credit assessment. Attendees will learn strategies for assessing risk when financial statements are not available.

1 hr CPE – Finance; 1 hr CE


  • Learn what questions to ask your counterparty to help you understand risks that are inherent in their business and how they manage those risks.