Tuesday, December 11, 2007

Q4 2007 Noteworthy Events




Washington, DC: I was awarded a Certificate of Appreciation by the Under Secretary for International Trade of the U.S. Department of Commerce for my contributions to the Trade Finance Guide, a reference publication produced by the Commerce Department to assist U.S. exporters.

I was elected to a three-year term on the Advisory Board of FCIB beginning in 2007. With FCIB having over 1,000 member-firms in 55 countries, the board will address the continuing development of educational programs while expanding global areas that provide solutions to international business concerns of its members.

Wednesday, June 13, 2007

Business Credit Principles: Now On Line!

The very successful, on-line Business Credit Principles course, instructor-led by Paul Beretz, is offered by CMA (the California Credit Association). This program is approved by NACM as certification credit toward the Credit Business Associate (CBA) designation.

To find out about programs scheduled in 2009, check out http://www.anscers.com/Upcomingevents.aspx

Financial Statement Analysis (FSA1) Online Course

Are you interested in improving your ability to analyze a financial statement? The sessions are held on-line, with Paul Beretz as the "live" instructor, one day a week, from 4 PM - 5 PM, PT, for six consecutive weeks. The course is approved by NACM as certification credit toward the Credit Business Associate (CBA) designation.
To find out about programs scheduled in 2009, check out http://www.anscers.com/Upcomingevents.aspx

Friday, June 8, 2007

Credit Congress Presentation, Las Vegas, June 2007

Below is the summary of a 3 hour presentation Paul made in Las Vegas at the annual Credit Congress.

Introduction to International Credit
Speaker: Paul Beretz, Pacific Business Solutions, A Q2C Partner
CEUs: .25/Valid for CCE Recertification/3 CPEs

Does your company export goods or services outside the country? Or perhaps you just want to learn more about the methods that effectively identify and apply credit approaches on a global basis in order to expand your own professional skills. This program examines risk attributes that result from country, currency and cultural influences in the global credit and collection process. Legal options for the credit risk manager are analyzed. Risk mitigation techniques such as credit insurance and how to recognize and apply a variety of payment options are evaluated. Utilizing current best practices are considered and enhanced with international experiences from a seasoned credit executive.

International Program Held in the Southwest, May 2007

Recognizing a need for international risk education in the southwest, Paul presented a program on Export Risk Mitigation while leading a round-table discussion on issues facing those selling off-shore.

International Risk Management Program

Paul continues to facilitate learners in international risk management through an on-line, instructor led program FCIB's International Credit and Risk Management Online Course that he helped develop in 2003 with Michigan State University, the US Department of Commerce and FCIB, the premier international finance association.
Through Q208, over 1,100 professionals from 30+ countries have received their CICP certification (Certified International Credit Professional). The next program began on Sunday, September 14, 2008. If you missed this, think about January!

Monday, February 12, 2007

International Credit and Risk Management at Dartmouth College

Paul taught for the second year this past summer at Dartmouth College at the invitation of the National Association of Credit Management's (NACM) Graduate School of Credit and Financial Management (GSCFM). This executive-level program is an invigorating two-week, two-year (four weeks total) program presented on the campus of Dartmouth College. The course, International Credit and Risk Management, is described as follows:
In the global business environment, the professional credit executive realizes that issues of risk management are dynamic. The course is designed to develop both an understanding of the vast changes in the global economy and transitions in the social and political sectors that impact our decisions. In addition, the program offers an opportunity to appreciate what "best practices" will work in the field of international credit and risk management. The concerns for both the global buyer and seller are examined. Country, currency and culture risk attributes are identified with specific examples. Risk mitigation techniques; international law; credit insurance; sources of credit information are considered. Payment alternatives are described and evaluated. The role of banks and how credit professional should effectively relate are assessed. Collection techniques; negotiating scenarios; international ethics and the future of global credit management are additional topics in the program.
. You can apply to future Dartmouth programs here.

Thursday, February 1, 2007

Who is Paul Beretz?

Paul Beretz, CICE (Certified International Credit Executive), is Managing Director of Pacific Business Solutions, a company he created in 1999. In addition, he is a founding partner of Q2C (Quote to Cash) Solutions. He brings over 30 years of global, corporate experience in finance and management with industries such as telecommunications, semi-conductors, forest products, chemicals, plastics and consumer products among others. His expertise includes analyzing opportunities and providing resolutions in the order-through-collect cycle for manufacturers, distributors and service companies located worldwide.

Paul is a faculty member at St. Mary’s College (CA), instructing working professionals who are in the process of completing either their BA or MA in the program of Leadership and Organizational Studies. In addition, he directs students completing their final project in the MA in Social Justice course.  Paul has taught adult learners at UC Berkeley, Michigan State University, Arizona State University and an executive summer course at Dartmouth College.

He was responsible for developing and teaching a a successful international on line course for the FCIB association, (Finance Credit and International Business)  In 2011, ICTF (International Credit and Trade Finance) association requested Paul instruct on line courses through an affiliation with Thunderbird School of Global Management, a very highly rated management institution. Also, at the request of the California Business Credit Association (CMA), he created and instructs in two online certificate courses, “Financial Statement Analysis” and “Business Credit Principles.”

Mr. Beretz has given over 350 presentations and in-house training programs to Fortune 500 companies, associations and professional groups. He has been an expert witness, written articles for trade publications such as Business Credit and IOFM (Institute of Finance & Management), quoted by news organizations (e.g., Bloomberg), is a member of the Advisory Editorial Board of IOFM's publication, Managing Credit, Receivables & Collections, edits books on financial management and authored a book for the American Management Association on credit management. In 2009, he was asked to contribute an article on "Essentials for Export Success" for QFinance, a 2,000-page book, published by Bloomsbury Press, UK.

In 2007, Paul was awarded a Certificate of Appreciation by the Under Secretary for International Trade of the U.S. Department of Commerce for his contributions to the “Trade Finance Guide,” a reference publication produced by the Commerce Department for U.S. exporters. More than 100,000 copies have been distributed (in print and via online)to the public. Mr. Beretz served as a member of the Advisory Committee of the Export-Import Bank of the U.S. for 2008-2009. Paul also received the "Credit Executive Award of 2008" from CMA (the California Business Credit Association) and in 2013 was named "Instructor of the Year"by CMA.

Paul earned his BBA from the University of Notre Dame, an MBA from Golden Gate University and the Executive Award at the Graduate School of Credit and Financial Management held at Stanford University.
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