The little calmer and slower summer months are the best time to pick up some skills! Clients are too busy hiking, sailing, swimming, playing volleyball and sipping piña coladas rather than occupying their mind with unpaid invoices anyway!

Might as well use that time to attend our Summer School: pick up new skills or boost the ones you already have in O2C, Credit, AR and Finance setting you up for success and a fantastic quarter- and year-end! Check out our tutors and sessions!

Your Tutors

Brad Morris

If you want an expert on Credit Risk, then Brad Morris is your man!

With over 30 years in Credit, most of which as a Manager and Director in companies such as Dell, Expedia or General Electric he knows the subject inside out. He will not only teach you the theory, but guide you through real GBS, SSC and BPO practice as well.

Mark Harrison

Mark Harrison the motor of Callisto Grand. Your Collections and Communications expert!

On top of a diploma in Credit Management he worked in Finance, Banking, Credit, Consulting and he is a business owner too, giving him the recipe for making you successful. Whether it will be presenting to management and peers, or managing and prioritizing your daily work with a sprinkle of analytics.

John Heaton

Chartered accountant, KPMG trained, ex-GE Fin Manager John Heaton will teach you Finance!

With his rich Finance and Accounting background and is adeptness in areas such as Accounts Receivable Servicing, Pricing, Audit, and Process Improvement, John will tutor you on the very core aspects of Finance. This will give you or your team the needed fundamentals for Credit & O2C.

Sessions Overview and Dates

Effective Credit Risk Decision Making
August Brad Morris

This course offers an in-depth analysis of financial statements to aid in credit risk decision making. It focuses on identifying key indicators of a company’s economic health through the Balance Sheet, Income Statement, and Cash Flow Statement. Participants will learn about influential financial ratios and their contextual relevance. Additionally, the course covers industry profiles, supply chain dynamics, client engagement strategies, and market routes, highlighting their importance in sustaining inbound cash flows. The session delves into barriers to entry, accreditations, affiliations, and ESG considerations, providing guidelines for assessing business risks. Key topics include ownership structures, corporate governance, money laundering risks, and jurisdictional challenges, culminating in a qualitative scorecard assessment for credit risk analysis.


  • Analyze financial statements for credit risk assessment
  • Understand key financial ratios and indicators
  • Evaluate industry profiles and supply chain dynamics
  • Learn how to set up the Credit Limits
  • Practical examples and real providers (e.g. D&B, Experian)
  • Explore ownership structures and corporate governance
  • Identify risks related to money laundering and jurisdictional challenges
  • Utilize a qualitative scorecard for credit risk analysis

Effective Presentation Techniques
August Mark Harrison

This course aims to enhance participants’ presentation skills for various professional contexts. It covers essential techniques for structuring content, utilizing visual aids, and mastering delivery methods. Attendees will learn how to capture and maintain audience interest, convey messages clearly, and handle questions with confidence. The session focuses on practical tips and real-life examples to improve overall presentation effectiveness. Whether for business, academic, or personal purposes, this course is designed to help participants present with confidence and impact.


  • Structure content effectively for presentations
  • Utilize visual aids to enhance communication
  • Master delivery techniques for engaging presentations
  • Capture and maintain audience interest
  • Convey messages clearly and confidently
  • Handle audience questions effectively
  • Apply practical tips and real-life examples for improved presentation skills

Pricing & Profitability
17.07 John Heaton

This course introduces the concepts of pricing and market dynamics influenced by demand and supply. Participants will explore demand and supply elasticity through practical examples and understand how price, volume, product mix, and variable cost productivity impact gross profitability. The course emphasizes the importance of strong control processes to prevent unauthorized price leakage and subsequent disputes. Several case studies illustrate each section of the training, providing a comprehensive understanding of pricing strategies and market dynamics.


  • Understand demand and supply elasticity
  • Analyze the impact of price, volume, and product mix on profitability
  • Implement control processes to prevent unauthorized price leakage
  • Study practical examples and case studies on pricing strategies
  • Evaluate variable cost productivity
  • Prevent and manage Pricing Disputes

Time Management Predictive Analytics
24.07 Mark Harrison

This workshop, led by Mark Harrison, focuses on time management and predictive analytics in the Credit and Order to Cash (O2C) domain. Participants will learn techniques to manage their time effectively amidst constant interruptions and prioritize tasks efficiently. The course also covers the use of predictive analytics to optimize O2C processes, making workflows more efficient and proactive. Key takeaways include strategies for efficient time management, understanding prioritization in credit, and leveraging predictive analytics to enhance O2C processes. Practical tools and strategies will be provided to transform participants’ approaches to time management and predictive analytics.


  • Master time management techniques for O2C professionals
  • Prioritize tasks efficiently in a demanding environment
  • Leverage predictive analytics to optimize O2C processes
  • Enhance workflow efficiency and proactivity
  • Apply practical strategies for better time management
  • Understand the role of predictive analytics in O2C
  • Gain tools to transform time management and predictive analytics practices

Altman’s Z Scores
07.08 Brad Morris

Following the success of a Coffee Club under the same title, this session focuses on the Altman Z Score methodology for measuring credit risk— but going deeper!

It is a critical tool for O2C professionals to understand a key component in calculating credit limits. Participants will gain insights into the holistic risk assessment, identify bankruptcy warning signs, benchmark financial stability, support strategic decision-making, and monitor performance effectively.


  • Master the application of Altman’s Z Score in credit risk assessment
  • Evaluate financial statements for critical insights into creditworthiness
  • Identify early indicators of financial distress and bankruptcy
  • Benchmark a company’s financial stability against industry norms
  • Support strategic decisions in credit management and risk mitigation
  • Monitor ongoing financial performance using the Z Score
  • Gain practical tools and methodologies for improved credit risk analysis

Intro to Financial Statements
14.08 John Heaton

This course offers an introduction to basic financial principles and key financial statements, tailored for Credit and O2C professionals. It aims to demystify financial jargon and make it accessible to all participants. The course covers the Balance Sheet, Profit & Loss Account, and Cash Flow Statement, providing insights into assessing a company’s financial strength. Participants will learn about financial principles, market capitalization, audit processes, time value of money, and opportunity cost of capital. Several case studies are included to illustrate various financial principles, making complex concepts understandable through practical examples.


  • Learn basic financial principles for Credit/O2C professionals
  • Understand key financial statements: Balance Sheet, Profit & Loss Account, and Cash Flow Statement
  • Assess a company’s financial strength
  • Demystify financial jargon
  • Study market capitalization and audit processes
  • Explore the time value of money and opportunity cost of capital
  • Apply practical examples and case studies to financial concepts

Forms of Security
21.08 Brad Morris

Learn about various types of Financial Securities, their pros and cons and risks and opportunities associated with them! Full synopsis will follow soon!

Register Now by clicking the button!

Remember to put the name of the course you/your team will attend please. If somebody happens to miss the course, they can send a replacement or join another session free of charge.

The Right Choice

Incorporating these reasons into your decision to join a Global Credit Community can contribute to your professional growth, expand your knowledge base, and elevate your credit management expertise on a global scale. Whether it's on a GBS or a personal level.


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