Program Description

This live Virtual Roundtable will be held December 16, 2025, from 11:00 AM to 12:00 PM CST. A recording will be available On-Demand after the program has concluded.

Discussion Themes

Prioritizing accounts and setting targets

• How to use an aging report to segment accounts (by age, balance, and risk) and set clear year-end collection targets for each segment.
• When to escalate (e.g., internal escalation vs. outside collections) and how to balance recovery with customer relationships at year-end.

Outreach tactics and flexible payment options

• Compare outreach methods (email sequences, phone calls, texts, mailed letters) and what tone/scripts work best in November–December when everyone is busy.
• Structured payment plans, limited-time settlement discounts, and easier ways to pay (cards, ACH, online portals) to accelerate year-end cash receipts.

Year-end cleanup and policy improvements

• How teams “clean up” receivables before closing the books: writing off uncollectible balances, reclassifying to bad debt, and documenting exceptions.
• Identify policy changes for next year (credit checks, deposits, clearer terms, earlier reminders) so year-end collections become less of a scramble over time.

Presenters

Keith Spenser
Tami Koch

How to Register

This event is free to members and $25 for non-members of the PSAI!* To sign up, click the blue, “Register” button on this page. You will be redirected to the PSAI’s e-commerce platform, Novi. Make sure to return to this page when you’ve finished signing-up in Novi. Once completed, you will receive an email from info@psai.org with your purchase confirmation and an email from webinars@blueskyelearn.com with webinar information. *Yes, the program is free! The “$1.00 listed below is a quirk due to how pathlms.com integrates with Novi.*

Register Here