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December 2019

Mitigating Risk & Improving Efficiency with New Customers (Webinar)

December 11, 2019 @ 9:00 am - 10:00 am

Mitigating Risk & Improving Efficiency with New Customers (Webinars) Speaker:  Kevin Gallagher Register Now  

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Staying on top of Risk in your Entire Portfolio (Webinar)

December 12, 2019 @ 9:00 am - 10:00 am

Staying on top of Risk in your Entire Portfolio (Webinar) Speaker:  Kevin Gallagher Register Now          

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January 2020

Microsoft Office: Excel Essentials (Online Training Course)

January 7 @ 10:00 am - 2:00 pm

Excel Essentials 01/07/2020 10:00 AM PST - 2:00 PM PST Excel Essentials: In this course, students learn required skills to successfully use Excel. These topics include terminology, the uses of Excel, entering and manipulating data, managing the spreadsheet layout, cell formats, tabs and how to set up a sheet for printing. Takeaways: Upon successful completion of this course, students will be able to: • Understand Excel basic uses and terminology • Efficiently enter and manipulate data • Manage spreadsheet layout,…

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Credit Policy: Defining & Communicating Terms (Free Webinar)

January 9 @ 12:00 pm - 1:00 pm

Credit Policy:  Defining & Communicating Terms ( Free Webinar) Speaker: Rich Adams, Jr., CCP, CPC, CCE, President & CEO, Southwest Business Credit Services Developing & Implementing a Credit Policy • Reasons for a credit policy • Credit Department Objectives • Factors to Consider • Essential components of the credit policy • Types of credit policies • Developing your policy • Credit Policy Focal Points Register Now *Free Webinar for Members Only!  

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Microsoft Office: Excel Calculations & Chart Introductions (Online Training Course)

January 14 @ 10:00 am - 2:00 pm

Excel Calculations & Chart Introductions 01/14/2020 10:00 AM PST - 2:00 PM PST Excel Calculations and Charts Introduction: In this course, students are introduced to the fundamentals of using Excel to perform calculations and create charts. They will learn the advantages of using Excel to perform calculations, different methods to perform calculations, how to display and read existing formulas, and create dynamic charts for effective visual data presentation. Takeaways: Upon successful completion of this course, students will be able to:…

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Microsoft Office: Excel Database|List Management (Online Training Course)

January 21 @ 10:00 am - 2:00 pm

Excel Database|List Management 01/21/2020 10:00 AM PST- 2:00 PM PST Excel Database Management: In this course, students learn the power of Excel as a database. Topics include understanding what Excel requires in the setup of a database, database terminology, how to sort and filter records, setting the data up in an easily managed, good looking table, outlining and doing data subtotals, the power of Pivot Tables and Pivot Charts and more. Takeaways: Upon successful completion of this course, students will…

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Winter Credit Forum – Hilton Waikiki Beach Hotel

January 23 @ 8:00 am - 5:00 pm

Winter Credit Forum Hilton Waikiki Beach Hotel 2500 Kuhio Avenue - Honolulu/Waikiki Beach, HI 96815 ($10/day parking, pay at front desk) Thursday, January 23, 2020 Registration: 7:30 AM - 8:30 AM - Kaiulani 2 & 3 Rooms Forum: 8:30 AM - 4:45 PM - Kaiulani 2 & 3 Rooms Social Evening Reception: 5:00 PM - 8:00 PM - Altitude 37 Thursday, January 23rd the Hawaii Winter Credit Forum will return to Honolulu for the fourth year. Whether you are Kama’aina…

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February 2020

Microsoft Office: Excel Power Calculations (Online Training Course)

February 4 @ 10:00 am - 2:00 pm

Microsoft Office: Excel Power Calculations (Online Training Course) 02/04/2020 Time:  10:00 AM PST - 2:00 PM PST Excel Power Calculations: In this course, students move beyond fundamental functions and charts. Topics include understanding how to utilize the function palette, defining advanced functions such as vlookup, payment, net workdays, taking advantage of cell and range names, how to use conditional formatting and Sparklines, how to protect data and save a chart as a template. Takeaways: Upon successful completion of this course,…

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Goal Setting for the Credit Department & Defining Your Personal Value (Free Webinar)

February 6 @ 12:00 pm - 1:00 pm

Goal Setting for the Credit Department & Defining Your Personal Value(Free Webinar) Speakers: Thea Dudley GOAL SETTING FOR THE CREDIT DEPARTMENT AND DEFINING YOUR PERSONAL (CREDIT) VALUEDoes your yearly credit department goal setting statement consist of “Lose as little money as possible”? Do you know you to define you credit value – both personally and as a department? As the leader of a credit team a large part of your role and responsibility is coach, mentor, promote, cheerlead and be…

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Microsoft Office: Excel Conditional Formatting Amplified (Power Hour-Online Training Course)

February 20 @ 1:00 pm - 2:00 pm

Excel Conditional Formatting Amplified Thursday, February 20, 2020 1:00 PM – 2:00 PM PST This deep dive into Excel’s Conditional Formatting starts with the essentials of Conditional Formatting and then takes off quickly. Students learn to make interesting data standout using colors, icons or data bars.  Upon completion of this Power Hour, students will:  Format rows/columns based on single/multiple cell values  Format based on a dynamic date  Determine duplicate items U Use the AND/OR functions in formatting  Understand and apply icon, three/four scale and data bar conditional formatting …

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