Why plan when time and resources are limited? The answer: to enhance your ability to make good decisions and to make you successful. This is a presentation that reviews a step-by-step approach to developing a business plan for the credit function. It will include the development of both strategic and financial plans. The planning process can be fun and interesting if the approach is logical, orderly and performed in a systematic fashion. After successful completion of this module, students will understand how to systematically evaluate their departments both internally and externally, how to develop both strategic and financial plans for areas of operation and how to assemble data in a logical format for presentation to others.
Jacquel Clark is the Vice President and Treasurer for The JRC Group, Inc., a financial services consulting firm. Additionally she designs and facilitates adult education courses relating to various treasury and financial topics. Mrs. Clark has more than 28 years of business experience including the operation of a small business, accounting, auditing, negotiation of financing instruments and interest rate hedging products, proxy statement preparation, NYSE and SEC compliance filings, automation of accounting and planning financial processes and designing training curriculums to support new processes. She has a BA in Accounting and an MBA from Stetson University, has completed course study in Strategic Management, and is a Certified Treasury Professional and a Certified Business Professional.