1. Introducing:
Kevan Miller FCI, CPA
Credit, Collections &
Receivables Management
Consultant

2. Getting to know me…..
 C P A – Certified Public Accountant
 F C I – Fellow Credit Institute
 BBA – Bachelor of Business Administration
 Associate’s Degree in World History
 31 years – Credit & Collections Management

3. Major Accomplishments:
 Reduction of A/R over 90 days by 26.4% in 1st year
 Mandated to maximize the recovery of premerger
receivables. I successfully, even with the reduction in
staff, surpassed this goal by 18.5% in a period of less
than one year

4. Management Philosophy:
 Managed & mentored collections staff of up to 21 in
their career objectives to which they now hold key
positions in numerous industries including Bay St. law
firms
 To help those who may be struggling to improve, and
to help those who are doing well to do even better
thereby assisting staff achieve higher levels of
collection effectiveness and satisfaction

5. Management Philosophy:
 Effective leadership is defined by the level of teamwork
and the overall results of the entire team
 Open door policy to my staff and all members of the
firm
 Here to provide guidance, knowledge and support
 Successes and excellences will always be attributed to
how we function as a team

6. I bring my extensive knowledge of:
 Small Claims Court  Settlement Conferences
 Ontario Superior Court  Assessment Hearings
 Mediation Hearings  Trials

7. To the team I bring:
 knowledge that both my philosophies and methods
have come to the notice of the partnership in that I
have the privilege of lawyer recommendations on my
LinkedIn profile
 new trends and thoughts in the area of collections
through the various groups and associations of which I
am currently a member
 a desire to foster good team work and to create an
environment in which everyone feels like an integral
part of the firm and where everyone can excel and feel
a sense of accomplishment

8. Lessons Learned:
 Know your Client/Customer
 Know the Client/Customer Relationship
 Correspondence to Difficult Files
 Be Proactive, not Reactive
 Cost Effectiveness and Collections Profitability

9. The First 60 Days:
 Review status of Receivables
 Familiarize myself with Current Policies and
Procedures
 Conduct individual team member meetings to
determine what is needed to assist them to be more
effective and excel in their roles
 Review current reporting structure and work with
senior management as to their needs and requirements
regarding the type and frequency of reporting

10. The First Year:
 To have an excellent and cohesive collections team in all
aspects of the collections process
 To impart both my experience and knowledge to my team
members thereby reducing exposure, bad debt losses and
increasing the team’s effectiveness
 To have an excellent working relationship with all members of
the firm
 To show Management that the Collections Department is not
here to lose clients/customers but to increase profitability and
cash flow while reducing overall risk, losses, and bad debts

11. The First Year:
 A marked improvement in the overall status of the accounts
receivable
 Eliminate the client lawyer’s/customer sales team’s need to
deal directly with the client/customers on collection matters
leaving them free to deal with legal/sales issues and thus
removing them from this sometimes sensitive aspect of the
client/customer relationship
 Through my flexibility and openness to discussion our
collection team has prospered and exceeded all expectations
 To have the Collections Department deemed an integral part
and necessary for the long term financial health of the firm

12. Kevan Miller FCI, CPA
This concludes my presentation:
Thank You
Questions and Answers?