This on-demand webinar is available for 14 days after purchase. Best practices for credit management during times of economic uncertainty, equipping you with actionable steps to stay informed and protected. Learn how to monitor customer health in real time and use automation to spot red flags early. We'll also cover how to tighten credit controls without hurting sales and implement layered fraud prevention—including KYB, KYC, and verified bank and trade references. Leave with clear, practical steps to strengthen your credit operations in a volatile environment.

This on-demand webinar is available for 14 days after purchase. Validating credit history and payment patterns is becoming increasingly complex, especially when traditional methods—such as faxed, emailed, or mailed bank references—go unanswered. Without sufficient financial data, assessing creditworthiness can be challenging, potentially impacting business decisions. This 30-minute session will explore how digital bank references can streamline credit evaluations, improve response rates, and enhance risk management. Paul Medlin, Sales Manager, will discuss: The advantages of digital bank references for faster, more reliable credit assessments How digital tools help credit managers prevent fraud, set accurate credit limits, and mitigate risk Strategies for improving response rates from financial institutions Real-world examples of credit managers successfully integrating digital processes Join us to learn practical solutions for modernizing credit assessments and ensuring access to the financial insights you need.

This on-demand webinar is available for 14 days after purchase. Join us for a comprehensive webinar designed specifically for credit managers in Arizona! Discover essential insights into navigating the complexities of liens and bonds in the state. Our expert speakers will delve into key topics including lien laws, bond requirements, best practices for compliance, and strategies for resolving disputes effectively. Whether you're new to managing credit or seeking to deepen your knowledge, this webinar equips you with the tools and knowledge necessary to protect your interests and ensure smooth operations.

This on-demand webinar is available for 14 days after purchase. Learn five actionable steps to modernize your credit operations—from identifying bottlenecks to choosing the right tools and planning implementation. Walk away with a clear strategy to accelerate credit approvals, minimize risk, and deliver a better customer experience.

This on-demand webinar is available for 14 days after purchase. Navigating lien laws can be complex, especially with each state having its own statutes, notice requirements, and regulations. Join Nevada attorney Daniel Hansen for a webinar tailored for credit managers and material suppliers. Learn the critical steps to secure your lien rights and ensure timely payment on projects in Nevada. From understanding key legal requirements to avoiding common pitfalls, this webinar will equip you with the knowledge to protect your company’s financial interests and minimize risk. Don’t miss this opportunity to stay ahead in the ever-changing world of construction credit!

This on-demand webinar is available for 14 days after purchase. Unlock the potential of AI with better prompts! This webinar gives credit managers practical, real-world tips to craft effective AI prompts for better reporting, sharper risk analysis, and more efficient workflows. Learn how to stop staring at a blank screen and start getting results that matter—from policy drafting to customer communications. Whether you're an AI beginner or looking to level up, this webinar puts the power of prompting in your hands.

This on-demand webinar is available for 14 days after purchase. Navigating Utah’s lien and bond laws can be complex—but understanding the process is critical to securing payment on construction projects. In this informative webinar, Jason Robinson, Esq., will walk you through Utah’s specific notice requirements, deadlines, and enforcement strategies. Learn how to protect your rights, avoid common pitfalls, and ensure compliance when supplying materials or services on private and public projects across the state.

AI has incredible promise, but credit decisions carry real consequences if teams move too fast or trust the wrong signals. In this follow-up session, we’ll explore the risks of using AI in credit workflows, from data blind spots to over-automation, and how to set up safeguards that protect both your company and your customers. Key Topics: Why AI “hallucinations” happen and how to prevent them The danger of bias and incomplete data in private company decisions Striking the right balance between automation and human judgment Building guardrails: explainable models, audit trails, and compliance practice

Credit teams are under pressure to move faster, with fewer resources and higher expectations. AI isn’t just a buzzword—it’s a set of tools you can apply today to make your credit process sharper, faster, and more informed. In this session, we’ll cut through the noise and share practical strategies that credit professionals can start using immediately. Key Topics: Automate manual tasks like applications, trade references, and monitoring Spot early signals of financial stress before they become write-offs Use AI assistants for quick portfolio insights and credit policy support Build a playbook of “quick win” use cases that save time and reduce risk

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.