Credit & Collections Master Class: The Customer Master File

Course type: Self-study | On-demand

Registration fee: $249 per learner

IOFM CEUs available: 3

Estimated learning hours: 1-2

Technology Requirements: Most updated version of Google Chrome, a desktop/laptop computer with a strong Internet connection

Course description: The customer master file (CMF) provides your company with a central database that contains all pertinent information about each customer. This Credit & Collections Master Class covers maintenance of an effective CMF, which contributes to operational excellence by helping a company prevent inaccurate charges, reduce fraud, expand customer knowledge, ensure regulatory compliance, manage revenue sources, track payment histories, and provide data for regulatory compliance and decision making.

Enrollment includes: Your purchase includes a short e-book, a 30-minute webinar class recording and three attempts at a short final quiz. Enrollment expires one year from date of purchase.

Related courses: Credit Management, Collections, Internal Controls & Compliance (or buy this entire series of four Credit & Collections Master Classes together to save more than 10% on your purchase!)

On-demand registration is now open!

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Member discounts apply. Make sure that you are logged in before completing your registration in order to get your member pricing.

Course Instructor:

Judy Bicking, APM
Senior Trainer, IOFM

Judy Bicking, APM; is a Senior Trainer for IOFM and a 27-year veteran of Johnson & Johnson. Judy is a recognized pioneer and leader in Procure-to-Pay and Credit Management. After a successful career in AR and AP management, Judy lead the development and implementation of J&J’s two Shared Service Centers; located in the U.S and Europe. These shared services are recognized as World-Class handling over 200 decentralized companies and 2.5 million invoices.

Judy also championed training for her staff, investing in the team earning the IOFM’s first AP Departmental Certification designation. Judy is a globally sought-after subject matter expert, trainer, and speaker. She has authored and helped develop the IOFM’s AP online learning center and is a co-founder and SME for the IOFM AP Certification program.

Continuing education credits available!

Continuing Education for IOFM Certification

Receive 3 CEUs toward maintaining a certification with IOFM! IOFM's premier certification programs are designed to establish standards for the industry and recognize financial operations professionals who, by possessing related work experience and passing a comprehensive exam, have met stringent requirements for mastering the body of knowledge in their profession. Additional rules may apply, depending on your certification. See full guidelines here.