The speakers will first discuss the importance of a properly completed and executed credit application to a creditor’s decision to extend credit and fully realize upon risk mitigation tools to support an increased credit line and increase recoveries from financially distressed customers (such as letters of credit, guaranties, purchase money security interests/consignments, and credit insurance). The speakers will then discuss the importance of including favorable, carefully crafted terms and conditions as part of a credit application and in contracts with your customer to enhance the likelihood of enforceability and collectability, avoid pitfalls like the “battle of the forms” and minimize liability. Examples of key terms will also be provided along with a discussion of how those terms can be incorporated as part of the credit application and other contracts with a customer.

Strong Accounts Receivable teams are built through structured, intentional training — not trial and error. This session provides a practical framework for developing A/R associates from foundation to autonomy, focusing on the correct progression of learning: business context, systems and process, observation, guided action, ownership, and judgment. Attendees will learn the key do’s and don’ts of A/R training, how to build confidence and consistency in new associates, and how effective training improves collections, reduces errors, strengthens customer relationships, and supports better credit decisions. This session is designed for credit leaders, A/R managers, and finance professionals who want to develop high-performing A/R teams that think strategically, not just execute tasks.

AI is rapidly changing the future of credit, collections, and accounts receivable. A recent $250K+ AR job posting from a leading AI company specifically sought experience using AI and large language models (LLMs) within finance operations. What does that mean for today’s credit professionals? Join us to explore how AI is being used to improve collections prioritization, automate customer communication, streamline reconciliations, and support faster financial decision-making and why AI skills may soon become a competitive advantage in credit and finance.

The high administrative cost of bankruptcy and the expanded rights granted to certain classes of creditors in bankruptcy cases makes bankruptcy a less viable alternative for many financially distressed companies, particularly smaller ones. As a result, small and middle market financially distressed  companies are increasingly turning to alternatives to bankruptcy—such as assignments for the benefit of creditors (ABC’s),  receiverships, Uniform Commercial Code Article 9 sales, out-of-court foreclosures, or simply closing down the business. Some of these vehicles, when handled correctly, may produce a faster and greater distribution for creditors than would have occurred in a more expensive and slower bankruptcy case. This program covers these non-bankruptcy alternatives, how they differ from bankruptcy cases, how trade creditors should respond if a customer pursues any of these alternatives, and possible preference risk raised in ABCs and receiverships. The speakers will also discuss the proposed Uniform Assignment for the Benefit of Creditors Act adopted by the Uniform Law Commission, its relevant provisions, and the status of its enactment by the states

This webinar will use agriculture as a timely case study, but the lessons apply well beyond the ag industry. With farm bankruptcies rising sharply and financial pressure increasing across the sector, credit teams have a valuable opportunity to examine how distress first appears before a bankruptcy filing or formal legal process begins. Early warning signs, including changes in payment behavior, communication, ordering patterns, or customer circumstances How financial distress may appear differently from the wholesale and retail perspectives Triage decisions, such as when to continue terms, reduce exposure, hold shipments, move to COD, or request additional security Workout options, including payment plans, partial payments, and difficult customer conversations Internal escalation, including when to involve sales, management, legal, operations, or other stakeholders The human side of distressed credit, especially in an industry where personal relationships matter.

Credit professionals rely heavily on Excel for investigation, analysis, and daily portfolio management. Many organizations are also adopting Power BI for executive dashboards and trend reporting. This webinar provides a practical, credit-centric overview of how Excel and Power BI can work together in a modern analytics workflow. Instead of going deep into technical architecture or data modeling, this webinar will center on practical credit management scenarios such as AR aging, DSO tracking, exposure concentration, customer risk review, and reporting cadence. The goal is to make clear where Excel adds analytical flexibility and where Power BI strengthens visibility and communication.

Join us as we welcome Antje Seiffert-Murphy, CFA for a practical, plain-language overview of surety bonds and where they fit in the broader risk-mitigation toolkit. It will explain what a surety bond is, the parties involved, and how responsibility and protection are divided among them. It will also cover main bond types and when a bond can genuinely strengthen a creditor’s position. The webinar will also look at a surety’s bond underwriting and offer insight into the value of bonding with a focus on the construction industry and offer a practical comparison of surety bonds to the likes of letters of credit, guarantees, liens, and credit insurance.

Latin America is a diverse region where business practices vary from country to country, and the legal systems are usually complex and slow. The main focus of this session is to provide guidelines for international companies on their collection processes in the region. Navigating the legal framework in Latin America: which documents have more strengths from a legal standpoint, how to set up a guarantee, and working with banks’ solutions (credit lines, letters of credit, and documentary collections). Searching for legal support. Distance collections: Emails vs. phone calls vs. messaging Apps. Making the most of in-person visits. Overcoming the language issue. Case Studies: Real-life examples of successful collection strategies in the region.

What happens when your most experienced credit professionals retire or move on? Without a succession plan, organizations risk losing critical knowledge, leadership continuity, and operational stability. This session will explore how credit leaders can proactively prepare for the future by identifying emerging talent, developing leadership skills within their teams, and building a sustainable leadership pipeline. Join us to learn practical strategies for strengthening your credit department today while preparing the next generation of leaders for tomorrow.

It’s not just privacy, cyber, or risk - it’s digital transformation. And for trade creditors, that transformation is where asset values get created or destroyed before you ever see the balance sheet impact. The speakers will discuss the trend towards digitizing everything and potential AI applications - from operational technology and manufacturing systems to supply chain networks and R&D data, the value it can create through efficiency gains, predictive maintenance, and market responsiveness and the risks it raises: a ransomware event doesn’t just encrypt files, it shuts down production lines. A supply chain compromise doesn’t just leak data, it disrupts just-in-time delivery for critical inputs. An IP theft doesn’t just violate trade secrets, it accelerates competitor time-to-market. The speakers will then discuss what all this means for you in evaluating the creditworthiness of your customers.