(FREE) The Defensible Credit Policy (Part 1): Why It Matters

Recorded On: 01/14/2026

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 When policy is informal, inconsistent, or outdated, it opens the door to higher bad debt, fraud exposure, sales misalignment, and enterprise-level risk.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  • The hidden risks of informal or outdated credit policies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

Profile of Jordan Esbin' bio photo

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.

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The Defensible Credit Policy (Part 1): Why It Matters
Open to view video.  |  32 minutes
Open to view video.  |  32 minutes 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 When policy is informal, inconsistent, or outdated, it opens the door to higher bad debt, fraud exposure, sales misalignment, and enterprise-level risk.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
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