This on-demand webinar is available for 14 days after purchase. 

Most credit teams either don’t have a formal credit policy or they have one that sits in a dusty PDF no one actually follows. When policy is informal, inconsistent, or outdated, it opens the door to higher bad debt, fraud exposure, sales misalignment, and enterprise-level risk.

This session explains why credit policies often fail, what teams miss when guidelines are verbal or inconsistent, and why modern credit teams benefit from a living policy that guides real decisions. Attendees will gain clarity on the foundational elements every defensible policy should include and how each part supports the credit lifecycle.

Everyone will walk away with guided resources to begin outlining the core structure of their own policy. This sets the foundation for our next session where we shift from understanding the framework to building it into daily practice.

Key Topics:

• The hidden risks of informal or outdated credit policies
• What a defensible, auditable credit framework actually looks like
• How weak policy impacts bad debt, fraud, and sales relationships
• Why modern credit teams need a living policy that guides real decisions
• The core components every policy must include to stand up to scrutiny

Speakers

Jordan Esbin, Founder & CEO, Credit Pulse

Jordan has a proven track record of helping Fortune 500 companies design and execute robust risk management programs. With expertise in credit, financial reporting, reputational, and political risk, he now brings his experience to the credit space through Credit Pulse, an AI-driven platform transforming modern credit risk management.

This on-demand webinar is available for 14 days after purchase. 

This presentation highlights the strategic importance of internship programs within credit and collection management. It explores how well-designed internships help organizations address talent gaps, enhance operational efficiency, and foster innovation. Key topics include the essential elements of successful programs, step-by-step implementation guidance, methods for measuring success, and the broader impact on industry standards. Attendees will gain insights into building effective talent pipelines, supporting organizational growth, and shaping the future of the credit and collections field through meaningful internship initiatives.

Speakers

Craig Simpkins CCE, CICP, Finance Director, Johnson Controls, Inc. Building Efficiency Division

Craig Simpkins has held many positions in shared services, including order-to-cash functions, global process ownership, and financial reporting and analysis. Craig has worked in accounting and finance roles for more than 25 years and has authored several whitepapers and webinars. He has an MBA and a MS in accounting and is a Certified Fraud Examiner (CFE). Craig is based at the company headquarters in Milwaukee, WI.

This on-demand webinar is available for 14 days after purchase. 

France’s rising debt and political instability have led to its bond yields becoming as high as Greece’s, during its economic crisis, causing concerns about its fiscal sustainability and potential for political paralysis to hinder necessary reforms.  Join us to hear about the state of France’s economy and how it may impact your business and the global markets.

Speakers

Alfredo Dons, Head of Trade Finance, Stavian Singapore (INS)

Fred started in trade finance operations in 1989 with AMRO Bank before moving to Albert de Bary Bankiers, Rotterdam in 1991. In 1994, Fred and two colleagues started the International Trade Finance sales department at Deutsche Bank Amsterdam.

In 2003, he became Head of Trade Finance Operations for DB Amsterdam but left the bank in 2004 to become Head of the European Document Check Team at ABN AMRO, before returning to DB in 2006.

At DB he served amongst others as Head Trade Finance as well as Head Commodity Finance.

During his banking years Fred Dons was a member of the National Committee for the ICC and the Dutch Bankers Association, working on the UCP, UDRG, ISBP and other rules and regulations for Trade Finance.

This on-demand webinar is available for 14 days after purchase. 

This webinar delves into the hot topic of tariffs and their impact on financially distressed customers. Our presenters will kick off the session with an insightful overview of the tariffs currently in effect and the challenges pending in the United States Supreme Court. This will set the stage for a comprehensive discussion on how tariffs are impacting various industries, including retail, automotive, solar, pharmaceuticals, and other manufacturing, trucking, farming, small businesses, and companies that are already highly leveraged and financially distressed. The speakers will then explore how tariffs have heightened the risk of bankruptcy filings, including providing real-world examples where tariffs have played a contributory role in bankruptcy cases. Additionally, the speakers will delve into contract provisions that can protect buyers and sellers of goods facing heightened tariff risk and explore how tariffs can increase the value of a financially distressed customer.

Speakers

Bruce Nathan, Esq, Lowenstein Sandler LLP

With more than 35 years of experience in the bankruptcy and insolvency field, Bruce Nathan is a recognized leader nationwide in trade creditor rights and representation of trade creditors in bankruptcy and other legal matters. He has represented trade and other unsecured creditors, unsecured creditors' committees, secured creditors, and other interested parties in many of the larger Chapter 11 cases that have been filed. Bruce also handles letters of credit, guarantees, security, consignment, bailment, tolling, and other agreements and legal credit issues for the credit departments of institutional clients.

Among his various legal recognitions, Bruce received the Top Hat Award in 2011, a prestigious annual award honoring extraordinary executives and professionals in the credit industry. He was co-chair of the Avoiding Powers Committee, which worked with the American Bankruptcy Institute's (ABI) Commission to Study the Reform of Chapter 11, participated in ABI's Great Debates at its 2010 Annual Spring Meeting—arguing against repeal of the special BAPCPA protections for goods providers and commercial lessors—and was a panelist for a session sponsored by ABI. He is a frequent presenter at industry conferences throughout the country, as well as a prolific author regarding bankruptcy and creditors' rights topics in various legal and trade publications. Bruce is a co-author of Trade Creditor Remedies Manual: Trade Creditors' Rights under the UCC and the U.S Bankruptcy Code, published by ABI at the end of 2011. He also has contributed to ABI Journal and is a former member of ABI's Board of Directors and former co-chair of ABI's Unsecured Trade Creditors Committee.

Andrew Behlmann, Esq, Lowenstein Sandler LLP

Andrew Behlmann leverages his background in corporate finance and management to approach restructuring problems, both in and out of court, from a practical, results-oriented perspective. With a focus on building consensus among multiple parties that have competing priorities, Andrew is equally at home both in and out of the courtroom. He has a track record of turning financial distress into positive business outcomes. Clients value his counsel in complex Chapter 11 cases, where he represents debtors, creditors' committees, purchasers and investors.

Andrew writes and speaks frequently about bankruptcy matters and financial issues. Before becoming a lawyer, he worked in senior financial management at a midsize, privately held company.

Colleen Restel, Esq, Lowenstein Sandler LLP

Colleen Restel advises clients on all aspects of complex financial restructuring matters. She represents creditors’ committees, tort claimant committees, individual creditors, post-confirmation fiduciaries, securities plaintiffs, and other interested parties, whom she guides through the development and implementation of innovative solutions and strategies aimed at maximizing recoveries and achieving results.

Colleen has a strong track record in bankruptcy-related litigation involving the investigation, prosecution, and defense of actions against officers, directors, and lenders, including fraudulent transfer actions; and in representing clients in contested confirmation hearings. Prior to joining Lowenstein, she practiced commercial litigation—both within and outside of the bankruptcy context—at a New Jersey-based law firm, where she focused on complex discovery and trials for clients in the pharmaceutical, real estate, retail, and other sectors.

A former term clerk to the Hon. Rosemary Gambardella of the United States Bankruptcy Court for the District of New Jersey, Colleen remains active in the New Jersey bankruptcy community as a member of the Lawyers Advisory Committee for the New Jersey Bankruptcy Court and as an active member and board member of several restructuring-industry related organizations; she also frequently writes and speaks on bankruptcy and credit-related trends.

This on-demand webinar is available for 14 days after purchase. 

Large chapter 11 filings have been surging.  With distressed companies' Covid-era refinancings reaching maturity, that pace is likely to continue through 2026.  The speakers will first discuss this trend, the affected industries, and the reasons for the spike (including, among other factors, the adverse impact of tariffs and the risk of a global trade war).  The speakers will then discuss the increased frequency of out of court refinancings prior to chapter 11 filings, the impact of repeat Chapter 11 filings (Chapter 22), the increased frequency of chapter 11 plans for administratively insolvent debtors, the leading bankruptcy venues for large commercial Chapter 11 filings, the continued trend toward fast-paced Chapter 11 cases, the critical role that creditors’ committees play in maximizing recoveries for trade creditors and an update on preference defenses. . Time permitting, there will be a bonus discussion on the recent slowdown in subchapter V small business bankruptcy filings, the explanation for this slowdown, and recent Subchapter V case law that is a mixed bag for creditors.

Speakers

Bruce Nathan, Esq, Lowenstein Sandler LLP

With more than 35 years of experience in the bankruptcy and insolvency field, Bruce Nathan is a recognized leader nationwide in trade creditor rights and representation of trade creditors in bankruptcy and other legal matters. He has represented trade and other unsecured creditors, unsecured creditors' committees, secured creditors, and other interested parties in many of the larger Chapter 11 cases that have been filed. Bruce also handles letters of credit, guarantees, security, consignment, bailment, tolling, and other agreements and legal credit issues for the credit departments of institutional clients.

Among his various legal recognitions, Bruce received the Top Hat Award in 2011, a prestigious annual award honoring extraordinary executives and professionals in the credit industry. He was co-chair of the Avoiding Powers Committee, which worked with the American Bankruptcy Institute's (ABI) Commission to Study the Reform of Chapter 11, participated in ABI's Great Debates at its 2010 Annual Spring Meeting—arguing against repeal of the special BAPCPA protections for goods providers and commercial lessors—and was a panelist for a session sponsored by ABI. He is a frequent presenter at industry conferences throughout the country, as well as a prolific author regarding bankruptcy and creditors' rights topics in various legal and trade publications. Bruce is a co-author of Trade Creditor Remedies Manual: Trade Creditors' Rights under the UCC and the U.S Bankruptcy Code, published by ABI at the end of 2011. He also has contributed to ABI Journal and is a former member of ABI's Board of Directors and former co-chair of ABI's Unsecured Trade Creditors Committee.

Andrew Behlmann, Esq, Lowenstein Sandler LLP

Andrew Behlmann leverages his background in corporate finance and management to approach restructuring problems, both in and out of court, from a practical, results-oriented perspective. With a focus on building consensus among multiple parties that have competing priorities, Andrew is equally at home both in and out of the courtroom. He has a track record of turning financial distress into positive business outcomes. Clients value his counsel in complex Chapter 11 cases, where he represents debtors, creditors' committees, purchasers and investors.

Andrew writes and speaks frequently about bankruptcy matters and financial issues. Before becoming a lawyer, he worked in senior financial management at a midsize, privately held company.

Michael Papandrea, Esq, Lowenstein Sandler LLP

Michael Papandrea provides counsel to debtors, creditors’ committees, individual creditors, liquidating trustees and other interested parties with respect to corporate bankruptcy and creditors’ rights matters, including bankruptcy-related litigation.

Reliable and efficient, Michael is appreciated for his innate ability to effectively apply and communicate his understanding of the law and general business principles with respect to complex issues, both while providing advice to clients and while aggressively advocating on their behalf. Michael works tirelessly to understand clients’ needs and provide practical solutions that are reasonable, balanced, and favorable to the clients he serves.

Michael takes pride in his commitment to the community and provides pro bono representation to individuals and a nonprofit organization regarding bankruptcy and foreclosure-related matters.

Prior to joining the firm, Michael held multiple clerkships in the U.S. Bankruptcy Court; he clerked for the Hon. Jerrold N. Poslusny, Jr. (District of New Jersey), the Hon. Ashely M. Chan (Eastern District of Pennsylvania) and the Hon. Gloria M. Burns (Chief Judge, District of New Jersey). Michael applies the valuable insights learned from working closely and directly with these members of the judiciary to his everyday practice.

This on-demand webinar is available for 14 days after purchase. 

When is a cancellation of debt reportable? How should credit departments handle customer write-offs or settlements? Join this focused session to learn the essentials of Form 1099-C, including key thresholds, timing rules, and documentation best practices—presented in plain language for credit managers.

Speakers

Alaina Worden, CCE, Credit & Collections Manager, CECO, Inc.

Alaina Worden, CCE, shines as Carson's Credit & Collection Manager, boasting an impressive background with over 25 years of experience in the construction, trucking, and fuel industries. Known for her expertise in optimizing credit workflows, Alaina is a sought-after speaker at professional conferences and a dedicated mentor to aspiring credit professionals. Leading by example, she serves as the Chair on the NACM Commercial Services Foundation Board, President of the CFDD Portland Chapter Board, and a Director on the CFDD National Board. Alaina's outstanding contributions have earned her multiple prestigious awards, including recognition as a Carson Circle of Excellence Award winner, CFDD National Distinguished Member Award, and The CFDD Shining Start award showcasing her unwavering commitment to the industry.

Alaina earned her CBA in 2018, her CBF in 2020 and her CCE in 2021.

This on-demand webinar is available for 14 days after purchase. 

Don’t get caught off guard by the latest California filing updates! Attorney Mike Murray, Esq. of Lanak & Hanna returns to break down what’s changed, what’s critical, and how to protect your lien rights in 2026.

From new notice requirements to updated timelines and documentation standards, Mike will cover what credit professionals need to know to stay compliant and avoid costly missteps. Get clear, practical insights—straight from one of California’s top construction law experts.

Speakers

Michael Murray, Esq., Lanak & Hanna

Michael focuses on plaintiff-side construction and business litigation, particularly job rights cases including mechanics’ liens, stop notices, and payment bonds. On the business end, he has represented clients in a wide range of business matters, and has carved out a particular specialty in medical supplier cases, including the successful negotiation of a $1.75 million settlement against defendants who were threatening bankruptcy. Michael is also licensed in Arizona, where he handles contract claims, job rights and business litigation on behalf of Lanak & Hanna’s clients with interests there.

This on-demand webinar is available for 14 days after purchase. 

Evaluating small and midsize businesses has always been a challenge. Increased new business formations, changes in trade terms, frequent ownership and location changes, and thin or missing credit histories make assessing credit risk harder than ever.    In this session, we’ll explore the key components every credit team should consider when evaluating SMBs.    What You’ll Learn: 

• Credit assessment must-haves: Learn how to use different data points, such as bureau reports, trade references, and more to set fair and profitable credit limits for SMBs. 

• Real-time insights: Strengthen credit decisions using real-time bank and cash-flow information. 

• Continuous credit monitoring: Build a data-driven credit operation that provides you with up-to-date customer information. 

Join us to learn actionable steps that can help your team onboard new SMBs faster with greater accuracy and confidence. 

Speakers

Nuvo

David Fulham is a seasoned professional with a diverse background in business operations, corporate development, and partnerships. With experience in prominent companies such as Nuvo, Jobox.ai, The Motley Fool, and Link Group, David has successfully led various initiatives including acquisitions, market analyses, and business growth strategies. Their educational background includes degrees in Political Economy, Spanish and Latin American Studies, as well as certifications in Lean Six Sigma and Design Thinking. David is known for their ability to drive digital payment platform implementations, manage relationships with clients, and facilitate strategic deals exceeding $1.5bn.

This on-demand webinar is available for 14 days after purchase. 

In today’s digital landscape, fraud and cybercrime are evolving faster than ever, putting credit departments on the front lines of risk. Join two experienced attorneys from Lowenstein Sandler LLP as they discuss emerging threats, key legal considerations, and practical steps credit professionals can take to protect their organizations.

Speakers

Andrew Behlmann, Esq, Lowenstein Sandler LLP

Andrew Behlmann leverages his background in corporate finance and management to approach restructuring problems, both in and out of court, from a practical, results-oriented perspective. With a focus on building consensus among multiple parties that have competing priorities, Andrew is equally at home both in and out of the courtroom. He has a track record of turning financial distress into positive business outcomes. Clients value his counsel in complex Chapter 11 cases, where he represents debtors, creditors' committees, purchasers and investors.

Andrew writes and speaks frequently about bankruptcy matters and financial issues. Before becoming a lawyer, he worked in senior financial management at a midsize, privately held company.

Micheal Papandrea, Esq, Lowenstein Sandler LLP

Michael Papandrea provides counsel to debtors, creditors’ committees, individual creditors, liquidating trustees and other interested parties with respect to corporate bankruptcy and creditors’ rights matters, including bankruptcy-related litigation.

Reliable and efficient, Michael is appreciated for his innate ability to effectively apply and communicate his understanding of the law and general business principles with respect to complex issues, both while providing advice to clients and while aggressively advocating on their behalf. Michael works tirelessly to understand clients’ needs and provide practical solutions that are reasonable, balanced, and favorable to the clients he serves.

Michael takes pride in his commitment to the community and provides pro bono representation to individuals and a nonprofit organization regarding bankruptcy and foreclosure-related matters.

Prior to joining the firm, Michael held multiple clerkships in the U.S. Bankruptcy Court; he clerked for the Hon. Jerrold N. Poslusny, Jr. (District of New Jersey), the Hon. Ashely M. Chan (Eastern District of Pennsylvania) and the Hon. Gloria M. Burns (Chief Judge, District of New Jersey). Michael applies the valuable insights learned from working closely and directly with these members of the judiciary to his everyday practice.

This on-demand webinar is available for 14 days after purchase. 

Digitizing credit workflows doesn’t solve the hard part of credit management: getting reliable data, reducing risk, and accelerating revenue.

This session will show how modern credit teams are embedding AI into their workflows to analyze documents instantly, confirm business and principal identities with trusted sources, and pull live cash flow data from banks to sharpen credit risk analysis.

This session will cover:

• Decision confidence: Use live bank data alongside bureaus and references to set fair, profitable credit limits
• AI-powered doc validation: Prompt buyers to submit the correct documents every time
• Payment method verification: Check credit cards and ACH details for validity and likelihood to process
• Fraud prevention: Stop bad actors with multi-step verifications across businesses, principals, and references

Speakers

Nuvo

David Fulham is a seasoned professional with a diverse background in business operations, corporate development, and partnerships. With experience in prominent companies such as Nuvo, Jobox.ai, The Motley Fool, and Link Group, David has successfully led various initiatives including acquisitions, market analyses, and business growth strategies. Their educational background includes degrees in Political Economy, Spanish and Latin American Studies, as well as certifications in Lean Six Sigma and Design Thinking. David is known for their ability to drive digital payment platform implementations, manage relationships with clients, and facilitate strategic deals exceeding $1.5bn.