Workshop overview 

Explore the perceptions of what makes for a successful sales process and a delve into the sales techniques.

By the end of this workshop you will be able to: 

Gain an in depth understanding of the key sector functions to enable career enhancement and ensure you are better equipped to perform well in your existing and future roles within the invoice finance industry. The training offers the opportunity to understand more about functions outside of your current role, bolstering your knowledge base as well as enabling a more enriched viewpoint.

Excellence in Receivables sessions

This course is part of the Excellence in Receivables Series, which includes four sessions in total, see below for information on each:

Where delegates complete all four sessions, they will gain a co-branded (UK Finance / Hilton-Baird Group / FRP Advisory) electronic certificate and badge for completing the course of ‘Excellence in Receivables Finance’, which they can utilise online on their LinkedIn profiles, should they wish to.

Interested in attending all four sessions or registering multiple delegates? Please contact training@ukfinance.org.uk for an exclusive discount. 

Interested in taking any of our workshops in-house?

Whether you are seeking to upskill your team, enhance productivity or foster a culture of continuous learning, we can deliver customised training programmes designed to meet your specific needs. If you have an enquiry, you can complete the in-house form and our training team will be in touch with next steps.

 Evette Orams

Evette Orams

Managing Director, Hilton-Baird Financial Solutions (Partner at FRP Advisory)

Evette has been Managing Director of Hilton-Baird Financial Solutions since 2007, shaping the business into a client centric, solutions-led business, ...

Evette has been Managing Director of Hilton-Baird Financial Solutions since 2007, shaping the business into a client centric, solutions-led business, with a 
strong knowledgeable team.

With almost 30 years’ expertise spanning operations, credit, risk, underwriting and sales, Evette has held positions within a number of invoice financiers, as 
well as intermediary firms. She has worked closely with SMEs, mid-market businesses and lenders both within the UK and overseas. Her extensive 
commercial finance knowledge base is crucial in enabling the brokerage to effectively match clients with the right facility and funder.

Evette’s in-depth understanding of risk, coupled with her commercial acumen, allow her to ensure facilities balance business expectations with lenders' security needs.

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Helen Anderson

Helen Anderson

Audit Manager, Hilton-Baird Audit & Survey

Helen is AAT qualified and oversees the day-to-day management of Hilton-Baird’s Business Analysts, as well as conducting audits and surveys on behalf ...

Helen is AAT qualified and oversees the day-to-day management of Hilton-Baird’s Business Analysts, as well as conducting audits and surveys on behalf of 
ABL clients to ensure their risk is well managed. 

Helen has in excess of 30 years risk and operations experience working within the invoice finance sector, including previous roles with invoice finance providers in a number of managerial audit, operations and collections positions.

Helen’s expertise and knowledge in managing risk means she is well placed to provide invoice finance clients with peace of mind regarding the security of 
their lending, particularly for complex or larger deals. 

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Alex Hilton-Baird

Alex Hilton-Baird

CEO, Hilton-Baird Group (Head of Location at FRP Advisory)

Alex founded the Hilton-Baird Group in 1997, initially setting up a commercial finance brokerage and further expanding the group to include risk manag...

Alex founded the Hilton-Baird Group in 1997, initially setting up a commercial finance brokerage and further expanding the group to include risk management services to Asset Based Lenders and Insolvency Practitioners.

In addition to overseeing the cohesive operations of the Hilton-Baird Group companies, Alex focusses on identifying and securing new business opportunities, 
working with Asset Based Lenders and Insolvency Practitioners to identify how Hilton-Baird can provide valuable operational, risk and recovery support. 

Alex draws on his sector and entrepreneurial expertise to lead external strategic operations consultancy projects, delivering productive change to lenders who are seeking to innovate and evolve. 

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Jocelyn Duffield

Jocelyn Duffield

Head of ABL Services, Hilton Baird Collection Services

Jocelyn joined Hilton-Baird Collections Services in 2019, bringing with her in excess of 20 years’ experience in the asset-based lending arena. H...

Jocelyn joined Hilton-Baird Collections Services in 2019, bringing with her in excess of 20 years’ experience in the asset-based lending arena. 

Having held a number of leadership, relationship management and risk positions at varied financiers from independents to bank providers, Jocelyn has particular expertise in invoice and trade finance. 

As Head of ABL Services, Jocelyn manages the day to-day running of the collections team whose focus is on recoveries for ABL and insolvency clients, whilst 
also overseeing the cash and verification teams. 

Jocelyn has extensive experience of managing insolvent recoveries across varied sectors, devising effective strategies and negotiating any complex 
contractual disputes. 

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This course is ideal for anyone working within the receivables finance sector. 

It is applicable for those who are new to the sector and looking to expand their understanding of their 
existing role, as well as learn about other functions within an invoice finance firm. Equally, it is suitable for those who have more experience in their roles that are looking to, either broaden their knowledge across wider disciplines within the industry, or simply keep up to date with industry best practices and learnings.

The opportunity to view the invoice finance industry through a wider lens than the standpoint of the business they are working for can be invaluable for progression in their current and future roles.

Where delegates complete all four sessions, they will gain a co-branded (UK Finance / Hilton-Baird Group / FRP Advisory) electronic certificate and badge for completing the course of ‘Excellence in Receivables Finance’, which they can utilise online on their LinkedIn profiles, should they wish to.

Interested in attending all four sessions or registering multiple delegates? Please contact training@ukfinance.org.uk for an exclusive discount.