Module 01-About the Specialization
Welcome to the Course
Introduction to the Specialization
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Specialization Outline
Meet your Instructor
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About the New York Institute of Finance
Module 01-About this Course
Recap of Course 01
Course Overview and Objective
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Course Outline
Key Challenges in Setting up and Managing a Supply Chain Finance Program
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An Overview of Success Factors
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Module 01-Lesson 01: Sales and Marketing
Company Characteristics in SCF
Topic 01: Ideal Company initiating Supply Chain Finance
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Topic 02: Corporate Buyer Size
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Topic 03: Credit Rating
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Topic 04: Direct vs. Indirect Spend
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Topic 05: Stakeholders
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Module 01-Key Takeaways
Key Takeaways
Module 02-Lesson 01: Right Goals and Right Decisions
Topic 01: Overview
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Topic 02: Assessment Current State
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Topic 03: Goals - Supply Chain Risk
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Topic 04: Goals - Working Capital and Margins
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Topic 05: Goals - Initiatives I
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Reference: SupplierPay
Topic 06: Goals - Initiatives II
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Reference: The 2016 Innovation Award: PUMA
Module 02-Key Takeaways
Key Takeaways
Module 03-Lesson 01: Selecting the Right Partner
Topic 01: What are Corporates Looking For?
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Topic 02: Platform Examples
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Module 03-Lesson 02: Selecting the Right Structure
Topic 01: What are Corporates Looking For? - Part I
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Topic 02: What are Corporates Looking For? - Part II
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Example of Corporations that have set up their own platforms
Reference: 4 Phases of Supply Chain Finance
What are the main steps for a corporate in his SCF journey from first interest, to implementation, to suppliers trading their receivables for early payment?
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Module 03-Lesson 03: Pre-Sales Analysis
Topic 01: Examples
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Topic 02: Example: Pre-Sales Analysis (Brown-Forman)
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Topic 03: Importance of Pre-Sales Analysis
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Module 03-Key Takeaways
Key Takeaways
Module 04-Lesson 01: Pricing
Topic 01: How is Revenue Generated & Priced?
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What Finance Costs do Suppliers pay for Early Pay Finance?
Module 04-Lesson 02: Recap
Topic 01: What Have You Learned So Far?
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Module 04-Lesson 03: Spend and Supplier Analysis
Topic 01: Process
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Topic 02: Supplier Selection Criteria
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Topic 03: Example Analysis Buyer and Supplier
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Topic 04: Spreadsheet Examples
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Sample Spreadsheet
Module 04-Lesson 04: Program Design
Topic 01: Process
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Topic 02: Example
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Module 04-Key Takeaways
Key Takeaways
Module 05-Lesson 01: Alignment of Management
Topic 01: Key Roles
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Module 05-Lesson 02: Onboarding of Trading Partners
Topic 01: Onboarding Process
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Topic 02: Introduction to Trading Partners
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Topic 03: Onboarding Suppliers – Examples
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Topic 04: Example of Bad Communication
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Topic 05: Educating Trading Partners
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Topic 06: Registration of Trading Partners
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Why is the usage of SCF from the supplier side low?
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Module 05-Lesson 03: Accounting Treatment
Supply Chain Finance and its Accounting Treatment
Topic 01: Buyer Consideration Part I
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Topic 02: Buyer Consideration Part II
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Topic 03: Accounting Example - Standard & SPV
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Topic 04: Supplier/Seller Consideration
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Topic 05: Abengoa
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Module 05-Whiteboard Discussion
Whiteboard Discussion: Deep dive into the relationship between the supplier and buyer
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Module 05-Key Takeaways
Key Takeaways
Module 05-Congratulations
Congratulations