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.

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.

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.

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.

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

Join Florida attorneys of Kass Shuler for a clear, practical overview of Florida mechanics lien law—who can lien, the notices you must send, critical deadlines, and how to enforce or defend a claim. Perfect for credit professionals, contractors, subcontractors, and suppliers who want to ensure their lien rights are protected and payment is secured.

With 59% of credit teams already using government identity verification, and 38% of professionals detecting fraud attempts on a quarterly basis, you’ll learn how to build layered defenses that protect against fraud without slowing down sales. What You'll Learn: The fraud reality: New forms of B2B fraud attacks targeting credit teams Build an unbroken chain of verification: Key layers of fraud defense every credit team should consider Prevention as acceleration: How the right safeguards speed up approvals for legitimate customers Proactive protection strategy: Shift from reactive responses to predictive prevention that stops fraud at the source

In this session, the speakers will discuss the challenges of getting customers to provide all of the information requested in a credit application and agree to all the creditor-friendly terms and conditions and then sign the application,. The speakers will then discuss the adverse impact of an unsigned agreement on trade creditors. Among other things, the speakers will focus on the importance of creditor-friendly terms and conditions for trade creditors seeking to collect their claims and mitigate their risk of loss, the “battle of the forms” risk that ensues in the absence of a signed agreement containing creditor-friendly terms or when a customer attempts to provide superseding terms and conditions, and risks regarding the enforceability of creditor-friendly terms. The speakers will then discuss real life experiences over the enforceability of contract terms and efforts by buyers to add unfavorable terms that supersede the credit friendly terms sought by the creditor.

Join us for a focused look at the credit and risk landscape in Canada. Learn about key differences in Canadian credit laws, payment terms, collection practices, and commercial customs compared to the U.S. We’ll cover the impact of currency fluctuations, cultural considerations in business communication, and resources to help you assess credit risk and manage accounts receivable effectively when working with Canadian customers.

Alabama’s construction industry faces more than just labor and material delays—weather, hurricanes, and unpredictable project timelines make notice compliance critical. In this Gulf-focused edition of our Know Your Notice webinar series, we’ll break down Alabama’s unique lien and bond laws so your credit rights don’t get washed away. Learn who must be noticed, how and when to send notices, and what to expect when weather disrupts your deadlines.