Why Year End is the Best Time to Use CMA, by Kim Lamberty, CAE

These are some things CMA president Kim Lamberty does at year end.

As a credit manager, I am not sure there is any time of the year that is “slow”, especially not year end.  There is always an account that needs attention, money to be collected, training that needs to occur, etc.  However, as we roll into the holidays, I like to take the time to file the piles of paper on my desk and organize the never ending emails so I can be ready to go into the New Year. I also use the time to think about the year that has passed and what I should be doing in the next year to be more successful. This goes for both my personal and professional development.

I visit the website of my professional association to make sure I’m using the resources available to me, which I know I can usually do in about 30 minutes. With technology changing everything so fast these days, I’m sure I missed things that they offer throughout the year because I’ve been busy.

I take the time to look at the education that’s available and sign up for one or two classes to make sure I’m staying current in my job knowledge. I find it’s best to do it at this time of the year since it helps me set goals and objectives for the coming year. Using the same logic, this time of the year is a great time for you to think about 2018 and whether you were successful in achieving your credit goals, and was CMA helpful to you during this journey.  Are you happy with the credit reporting solutions you’ve chosen? CMA’s friendly staff can help you evaluate your current solution to help you assess whether you’re using the best product for your company’s needs.

Professional development in a changing profession like credit is also extremely important. Have you checked out CMA’s education offerings lately? In 2018, CMA conducted more than 30 webinars and seminars at an affordable price point, and many of those are available on demand in topics such as credit card surcharging, terms and policies, lien laws, factoring, and my favorite around this time of the year, stress management. Year end is a great opportunity to review the offerings from the past year and the upcoming year at the same time.

It’s also a great opportunity to review anscers to see if any of your accounts have been reported as past due, slowing or NSF. Again, here’s a great opportunity to call CMA staff to help walk you through the site to make sure you’re using it to its full capability.

I also make a concerted effort to remind the CMA team and our customers about how important they are to me.  This gives me a great segue to say that, on behalf of CMA and our team, we wish you the happiest of holidays and thank you from the bottom of our hearts for your continued support as we strive for a great 2019!

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