A credit policy only creates value when it becomes part of daily operations. This session builds on the foundations and demonstrates how modern credit teams turn a written policy into a practical operating system that guides intake, decisioning, monitoring, and exception handling. Attendees will learn how to create consistent processes, turn policy ideas into simple rules, use data to strengthen defensibility, and design workflows that grow with the organization. We will explore real examples and provide tools that help teams bring their policy to life in a clear, repeatable way. Everyone will walk away with best practices, tools, and guided resources to continue building the framework that supports their policy and drives alignment across teams. Key Topics: Turning a written policy into daily rules and workflows Designing routing, approvals, and exceptions that follow clear criteria Using scores, thresholds, and documentation standards to drive consistent decisions Building systems and triggers that help teams act quickly Scaling the policy across teams, divisions, and new hires

Join Scott Chase of Gibson Guitars and his mentee, Terri Eggebeen of Fechheimer, for an engaging and practical conversation on the real impact of mentoring in the credit profession. They’ll share how their mentoring relationship developed, what made it effective, and the strategies they used to navigate challenges, build trust, and support each other’s growth. This session offers attendees a front-row look at mentoring in action, with insights that can help inspire and strengthen your own professional relationships—whether you’re a seasoned leader or just beginning to explore the value of mentorship.

In recent years, the use of credit cards, debit cards and purchasing cards for B2B payments has accelerated dramatically. While card payments can provide quicker liquidity than checks, ACH and other payment mechanisms, their convenience brings along a significant downside: cost. The speakers will discuss the decade-long saga of credit card processing fee surcharges in the wake of the 2012 Visa/Mastercard antitrust settlement, strategies for implementing a surcharge program and other practical means of reducing the ever-growing costs and other risks of accepting B2B payments by credit card.

For credit analysts and decision-makers who are newer to utilizing customer financial data, this step by step walk through of the pertinent data points in financial statements will cover topics including relevant sections and key data points for analysts.

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

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.

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.

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.

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.

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.