Foundation E-Learning Series

The series provides both knowledge and the necessary operational skills required to prevail over the daily challenges facing all teams in Order to Cash.

World class training and development programs designed for Shared Service Centres

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Features and benefits

Professional Qualification designed for Shared Services
Essential for all levels and roles in O2C
Key requirement for Subject Matter Experts
Centre of Excellence status
Budget friendly
Supports strategy planning
Addition to Employer Branding Value Proposition
Alternative to accountancy qualifications
Flexible study environments
Frequent in-house study support
Improved KPI’s DSO, overdues, cashflow , working capital
Reduced attrition
Membership of student community
Complimentary invitations to the Credit Matters Conference and Leadership Masterclasses
Automatic nomination into the prestigious ACCEE annual awards
Discount on additional development programmes

 

ACCEE Foundation in numbers

ACCEE Foundation Participants

Credit is Employer Branding

Best Practice

Get the resources for continual improvement

MODULE 1
Fundamental Business Operations

Know Your Company
Know Your Customer (KYC),
Organizational Structure,
Business Process,
Time Value of Money,
Opportunity Cost of Capitale

MODULE 2
Concepts of Credit

The Concept of Credit
History of Credit
Types of Credit
Credit Policy
Credit Procedures
Creating a competitive advantage

MODULE 3
Overview of Credit Operations

Overview of Credit Operations
Credit Analysis
Invoice Conversion
Internal Discipline
Reconciliation
Root Cause Analysis

MODULE 4
Communication & Risk Management

Communication and Credit Risk Management (CRM)
Communication as a mandate and a skill
Introduction to Balance Sheets
Fiscal Performance
The Annual Report
Collection Cycles

MODULE 5
Portfolio Development

Portfolio Development
Creating a quality portfolio
Construct of risk – pareto analysis
Sales and credit partnership
The executive credit committee
Root cause analysis and asset quality

MODULE 6
Business Strategy Policy & Procedures

Credit Risk Management and Enterprise Strategy
How much risk to accept
Design considerations of a Credit Policy
Examples of Enterprise Performance Measurement
Specific DSO Calculation Methodologies
Other performance measures

MODULE 7
Contractual Terms & Conditions

Contract Terms and Conditions
Hedging Risk
Purchase Order vs Invoice and Risk
Debt Legitimization
External Legal Involvement Anticipation and Execution

MODULE 8
Rule of Law & Civil Procedures

Rule of Law and Civil Procedures
Rule of Law
Choice of Law
Trade and law
Civil procedures
Credit insurance as risk hedge
Insolvency and bankruptcy

MODULE 9
Organization structure & development

Talent Development and Management
Managing high performance and high potential talent
Talent development
Identifying core competencies
Evaluating and Selecting Talent
Delegation of Authority

MODULE 10
Success in Shared Services

Shared Services Operations
Shared Services History
Climbing the management ladder
Adding Immediate Value to your business
Sources of Opportunity
Your career development

MODULE 11
Incoterms / Brexit

International trading
Introducing International Commercial Terms
Import / Export fundamentals
Possible Brexit scenarios

Choose your Plan
The Foundation E-Learning Series provides
a ready-made solution to your talent

Foundation Qualification
Price per student

Price per student 100,00 Euros
VAT to be added where applicable
5% to be added if payment made by credit card

Annual renewal fee

Annual renewal fee: 100,00 Euros
The annual renewal fee includes the following:
Module content upgrades
System maintenance
Free student replacement
Free membership of Members Community
20 % Discounts on ACCEE Conference, Leadership Masterclasses, Journeyman, Masters and all other ACCEE events.
VAT to be added where applicable.
Renewal fee increases by 5% each year after year 1
5% to be aded if payment made by card via online portal

 

Minimum renewal period

Agreement is a rolling 5 years.
5 years means 5 full calendar years after the part year of registration (year 0)
Minimum 5 years is mandatory . Cancellation must be a minumum of 3 months notice only after 5th years renewal fee is paid in full
A signed agreement and PO for the length of agreement is required with option to continue the ‘rolling agreement’.

 

Foundation

Foundation consists of 11 modules .
Inclusion of any additional modules is by separate agreement.
A minimum of 15 students is required.

Professional Certification

All students successfully completing all modules will receive a certificate and are elligible to use the denotation FACCEE and are requested to share the denotation on social networks, email signature and CV.

Foundation Members Community

The Foundation Community is a closed group for students only. There will be opportunities to network , receive regular notifications and invitations to events .

Cohort Mentoring

In house for groups of 15 or more.
Each session covers a minimum of 5 modules .
Each session will be a maximum of 3 hours at client location agreed at least 1 month in advance.
All available students are to attend.
Transport, hotel and meals are additional cost. Minimum numbers apply.

Comparative Performance Measure

The CPM for groups of 15 or more
CPM is a measure of progress towards Centre of Excellence status
Monthly completion of CPM is compulsory.

Student replacement

Only with 100% O2C team participation.
Compulsory O2C is Credit Risk, Collections and Cash Allocation if located in the SSC.
O2C team members and anyone else within the organization are also eligible for Foundation.

Leadership Masterclass

1 manager per 15 registrations.
Additional attendees receice priority registration at advertised rates

Credit Matters Conference

1 Manager per 15 registrations.
Participation as presenter or panellist maybe requested.
Confirmation of attendance is required 6 months prior to the advertised conference date.
Additional attendees receive priority registration at 20%

Trade Credit and Risk Management Text Book

 1 complimentary edition per 15 registered students

Collection Training

Collection Training available for groups of 15 or more.
Collection training includes AI and BI analyses of call content.
The day rate is Eur 1200 plus travel, hotel and refreshments.
Collection training is 2 days duration.

20% discount, offer applies for duration on agreement

Contextual Coaching

In house process and talent review. Only available if all O2C team are participating in Foundation study programme.
Day rate is Eur 1000 plus travel, hotel and meal costs.
Duration – minimum 10

20% discount, offer applies for duration on agreement

Qualification level II Master

Full level II programme will be available in q2 2020.
Price will be Eur 5000 per person
20% discount available only if all O2C team participate in the Foundation study programme and contractually agree the 5 year renewal.

20% discount, offer applies for duration on agreement

All other learning requirements

Subject to separate agreement
20% discount, offer applies for duration on agreement

Foundation Qualification
Price per student

Price per student 299,00 Euros
VAT to be added where applicable
5% to be added if payment made by credit card

Annual renewal fee

Price per student 150,00 Euros
The annual renewal fee includes the following:
Module content upgrades
System maintenance
Free student replacement
Free membership of Members Community
20 % Discounts on ACCEE Conference, Leadership Masterclasses, Journeyman, Masters and all other ACCEE events.
VAT to be added where applicable.
Renewal fee increases by 5% each year after year 1
5% to be aded if payment made by card via online portal

 

Minimum renewal period

Agreement is a rolling 3 years.
3 years means 3 full calendar years after the part year of registration (year 0)
Minimum 3 years is mandatory . Cancellation must be a minumum of 3 months notice only after 5th years renewal fee is paid in full
A signed agreement and PO for the length of agreement is required with option to continue the ‘rolling agreement’.

 

Foundation

Foundation consists of 11 modules .
Inclusion of any additional modules is by separate agreement.
A minimum of 15 students is

Professional Certification

All students successfully completing all modules will receive a certificate and are elligible to use the denotation FACCEE and are requested to share the denotation on social networks, email signature and CV.

Foundation Members Community

The Foundation Community is a closed group for students only. There will be opportunities to network , receive regular notifications and invitations to events .

Cohort Mentoring

In house for groups of 15 or more.
Each session covers a minimum of 5 modules .
Each session will be a maximum of 3 hours at client location agreed at least 1 month in advance.
All available students are to attend.
Transport, hotel and meals are additional cost. Minimum numbers apply .

Comparative Performance Measure

The CPM for groups of 15 or more
CPM is a measure of progress towards Centre of Excellence status
Monthly completion of CPM is compulsory.

Student replacement

Only with 100% O2C team participation.
Compulsory O2C is Credit Risk, Collections and Cash Allocation if located in the SSC.
O2C team members and anyone else within the organization are also eligible for Foundation.

Leadership Masterclass

2 manager’s per 15 registrations.
Additional attendees receice priority registration at advertised rates

Credit Matters Conference

2 Manager’s per 15 registrations.
Participation as presenter or panellist maybe requested.
Confirmation of attendance is required 6 months prior to the advertised conference date.
Additional attendees receive priority registration at 20% discounted rates.s

Trade Credit and Risk Management Text Book

2 complimentary edition per 15 registered students

Collection Training

Collection Training available for groups of 15 or more.
Collection training includes AI and BI analyses of call content.
The day rate is Eur 1200 plus travel, hotel and refreshments.
Collection training is 2 days duration.

20% discount, offer applies for duration on agreement

Contextual Coaching

in house process and talent review. Only available if all O2C team are participating in Foundation study programme.
Day rate is Eur 1000 plus travel, hotel and meal costs.
Duration – minimum 10 days

20% discount, offer applies for duration on agreement

Qualification level II Master

Full level II programme will be available in q2 2020.
Price will be Eur 5000 per person
20% discount available only if all O2C team participate in the Foundation study programme and contractually agree the 5 year renewal.

20% discount, offer applies for duration on agreement

All other learning requirements

Subject to separate agreement
20% discount, offer applies for duration on agreement

Foundation Qualification
Price per student

Price per student 399,00 Euros
VAT to be added where applicable
5% to be added if payment made by credit card

Annual renewal fee

Price per student 300,00 Euros
The annual renewal fee includes the following:
Module content upgrades
System maintenance
Free student replacement
Free membership of Members Community
20 % Discounts on ACCEE Conference, Leadership Masterclasses, Journeyman, Masters and all other ACCEE events.
VAT to be added where applicable.
Renewal fee increases by 5% each year after year 1
5% to be aded if payment made by card via online portal

 

Minimum renewal period

Agreement is a rolling 1 year.
1 years means 1 full calendar year after the part year of registration (year 0)
Minimum 1 years is mandatory . Cancellation must be a minumum of 3 months notice only after 5th years renewal fee is paid in full
A signed agreement and PO for the length of agreement is required with option to continue the ‘rolling agreement’.

 

Foundation

Foundation consists of 11 modules .
Inclusion of any additional modules is by separate agreement.
A minimum of 15 students is required.

Professional Certification

All students successfully completing all modules will receive a certificate and are elligible to use the denotation FACCEE and are requested to share the denotation on social networks, email signature and CV.

Foundation Members Community

The Foundation Community is a closed group for students only. There will be opportunities to network , receive regular notifications and invitations to events.

Cohort Mentoring

In house for groups of 15 or more.
Each session covers a minimum of 5 modules .
Each session will be a maximum of 3 hours at client location agreed at least 1 month in advance.
All available students are to attend.
Transport, hotel and meals are additional cost. Minimum .

Comparative Performance Measure

The CPM for groups of 15 or more
CPM is a measure of progress towards Centre of Excellence status
Monthly completion of CPM is compulsory.

Student replacement

Only with 100% O2C team participation.
Compulsory O2C is Credit Risk, Collections and Cash Allocation if located in the SSC.
O2C team members and anyone else within the organization are also eligible for Foundation.

Leadership Masterclass

3 manager per 15 registrations.
Additional attendees receice priority registration at advertised rates

Credit Matters Conference

3 Manager per 15 registrations.
Participation as presenter or panellist maybe requested.
Confirmation of attendance is required 6 months prior to the advertised conference date.
Additional attendees receive priority registration at 20% discounted rates.

Trade Credit and Risk Management Text Book

3 complimentary edition per 15 registered students

Collection Training

Collection Training available for groups of 15 or more.
Collection training includes AI and BI analyses of call content.
The day rate is Eur 1200 plus travel, hotel and refreshments.
Collection training is 2 days duration.

20% discount, offer applies for duration on agreement

Contextual Coaching

In house process and talent review. Only available if all O2C team are participating in Foundation study programme.
Day rate is Eur 1000 plus travel, hotel and meal costs.
Duration – minimum 10 days

20% discount, offer applies for duration on agreement

Qualification level II Master

Full level II programme will be available in q2 2020.
Price will be Eur 5000 per person
20% discount available only if all O2C team participate in the Foundation study programme and contractually agree the 5 year renewal.

20% discount, offer applies for duration on agreement

All other learning requirements

Subject to separate agreement
20% discount, offer applies for duration on agreement

Frequently Asked Questions

Foundation E-Learning Series

Professional O2C qualifications are the essential component for Shared Service Centres with the ambition to be recognised as a Centre of Excellence by being better tomorrow than today through improving people, processes and services. 

1. What is the Foundation?

The Foundation is an E-Learning Professional Certification programme.

Foundation is the only study pack designed for Multi-National Shared Services.

 It will serve as a competency baseline measure and inspiration towards Centre of Excellence Standard.

2. Who is the Foundation for?

It is for everyone working in O2C, SSC Heads, Sales and Customer Service.

 

3. Why everyone working in O2C, SSC Heads, Sales and Customer Service?

Because, all these roles directly impact the business critical elements of working capital and cash flow.

No part of O2C is a ‘BACKOFFICE’ function. Every component of Order to Cash directly impacts the business critical Cash Flow and Working Capital. Trade Receivables are your single biggest, most complex and most important Current Asset.

4. Why should we, as a company, introduce Foundation?

Because it introduces the essentials that all connected with O2C should know. It encourages ‘students’ to be inquisitive, to learn more about the business and it is very low price compared to all the other comparable alternatives.

Foundation is the first stage for everyone aspiring to be a team leader or manager.

You can only be a Subject Matter Expert if you are Expert in your Subject.

Most managers in SSC’s don’t know what they don’t know.

The Foundation fills in the knowledge gaps and introduces many best practices that are essential for a high performing team.

5. What areas does the Foundation cover?

Subject content is apportioned as follows:

Collections and Portfolio Management     22%

Analysis and Reporting                                20%

Credit Policy and Risk                                  19%

Personal Development                                15%      

Essential Business Skills                              14%

Law & Procedures                                       10%   

6. What will be the benefit if I already consider myself to be a Subject Matter Expert?

You may well have experience in a certain area or areas but real ‘Expert’ status takes many years and covers many areas.

Our experience confirms that at least 1/3 of the Foundation content will be new to every student.

The Foundation provides a professional certified qualification that formally demonstrates your knowledge, experience and dedication.

The Labour market is very competitive with many people all having similar work experience in similar environments.

The Foundation provides that something extra to set you above the crowd when applying for a promotion.

7. How long does it take?

On average, each module can be completed comfortably in 2 to 3 hours.

Please don’t skim over the exercises, PDF’s and content that you may not connect with today.

8. Where can I study?

You can study anywhere on PC, Tablet and Smartphone.

The most effective study time is away from the workplace.

9. How do I get the best from the studies?

There will be many areas that invite you to investigate further.

It is for you as an individual to be curious, brave and focussed.

You will frequently be introduced to topics, calculations or ideas not previously encountered.

If there is something in the Foundation that you may not do or use today, there is a very good chance someone else is or it is a best practice that you can introduce.

 Remember, Foundation is essential if you want to achieve a rewarding        career, not a race to tick a box

10. How and where can I use the Foundation contents?

None of your colleagues in the C-Suite, O2C, finance, sales, customer service etc. will be perfect experts – they will be many aspects of business they don’t know that they don’t know.

 If you have overdues greater than 2.5% then there will be areas that can be improved within your organization.

By introducing and discussing the initiatives shared in the Foundation      will add value to your reputation.

Just because something isn’t done today doesn’t mean it shouldn’t be done tomorrow

11. Will it help me be a manager?

The Foundation will without doubt help you to be a very effective manager and ultimately a good leader.

Remember, people don’t leave bad jobs, they leave bad managers. Bad managers are those that lack the wider business experience that can be shared with their teams to inspire them.

It is not possible to be a genuine, experienced Subject Matter Expert with less than 5 years O2C experience.

(The ACCEE’s Comparative Performance Measure, CPM, provides the measures and guidelines needed for Excellence).

12. Why should I study Foundation rather than Accounting?

The Foundation is designed to introduce the key elements of Credit Management / O2C.

Everything you learn in the Foundation will be of value throughout your career.

The Foundation and is relevant to your job and is the first of 3 stages of professional O2C study (Foundation, Journeyman and Master).

There is a very exciting and varied career to be had in O2C that will more than satisfy your professional ambitions.

It can be considered as the O2C equivalent of accounting qualifications

13. Are there other benefits?

The knowledge and experience gained in the Foundation will contribute to your confidence. This in turn will deliver improved results through your leadership and management.

 Introducing the course content to others will demonstrate your growing expertise and you will find that Sales, Business Unit Managers and others will soon be coming to you for advice and guidance.

14. How long is the qualification valid for?

The Foundation (FACCEE) qualification is valid for life.

It is also a unique feature that the course contents remain available to you as a reference document.

All we require is that you pay an annual renewal fee of Eur 50, 00.

15. Where should I display the certificate?

We recommend you display the certificate at your place of work and add the FACCEE accreditation to your LinkedIn, e-mail signature and CV when applying for promotions.

16. What happens if I change my job?

The certificate and accreditation goes with you and will remain as long as the annual renewal fee of Eur 50.00 is paid.

Please let us know if you are changing jobs.

17. What happens if the employee changes job?

If your company has provided the Foundation to everyone in the O2C department than we will provide a replacement student licence to the new starter.

We recommend that the Foundation (and subsequent qualification levels) be offered to all applicants as part of your Employer Branding Value Proposition.

18. How much does it cost?

The price ranges from Eur 349.00 to Eur 399.00 per student depending on the number of participants. Please click here for more information.

 There is an annual renewal fee of Eur 50.00 to retain the qualification status and contribute towards name changes and system maintenance.

19. How can we guarantee that all students will complete the programme?

The Association recognizes that many companies mean well and invest heavily in on-line education programmes. Unfortunately, there is either a low take-up and/or a high drop-off rate.

 We at ACCEE can provide an interactive, initiative that guarantees course completion and opportunity to discuss course content.

20. What follows the Foundation?

There are two more levels within the Association qualification programme – Journeyman and Master. It will be possible to complete all three levels in one calendar year.

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Learning is a constant process throughout your professional life