AI in Credit & Order-to-Cash: Execution, Use Cases, ROI, and Governance for Finance Leaders

AI is rapidly reshaping credit and order-to-cash operations, but separating real value from hype remains a challenge. This course provides a practical, executive-level view of where AI is delivering measurable impact across credit risk, collections, cash application, and dispute management. Participants will learn how to build a credible business case, lead successful transformation initiatives, and implement AI with the right governance, controls, and accountability. The focus is on execution—turning strategy into results that improve cash flow, reduce risk, and drive operational efficiency.

This focused training is expertly administered by the following industry experts from the following organizations:

• Bectran
• SRS Distribution/The Home Depot/Heritage
• Alvarez & Marsal (A&M)

Course Specifics:

AI Applications in Credit & Order-to-Cash — From Hype to Execution (Bectran)

Monday, August 10, 8:30am–9:30am (60 Minutes)
Instructor: Ali Kidwai – Senior Director, Product, Implementation & Engineering at Bectran
Objective: Provide a clear understanding of where AI is delivering real, measurable value across the credit and order-to-cash lifecycle, and how to move from concept to execution.
Key Topics:

• High-impact AI use cases (credit risk, collections, cash application, dispute resolution)
• What’s working vs what’s hype
• Productivity gains and ROI examples
• Build vs buy considerations
• Common implementation pitfalls and lessons learned

AI Governance — Control, Compliance & Responsible Implementation (TBD)

Monday, August 10, 10:40am-11:40am (60 Minutes)
Instructor: TBD
Objective: Ensure AI and automation initiatives are implemented with the right level of control, transparency, and accountability.
Key Topics:

• What AI governance means in practice
• Model risk, bias, and explainability
• Data privacy, compliance, and auditability
• Human oversight vs automation
• Vendor risk and third-party AI controls
• Governance frameworks that enable (not slow) progress

Leading Transformation — Change Management That Actually Sticks (SRS Distribution/The Home Depot/Heritage)

Tuesday, August 11, 4pm – 5pm (60 minutes)
Instructors: Charles Edwards, VP of Credit Operations & Chris Arrington, SVP & Chief Credit Officer at The Home Depot | SRS Distribution | Heritage
Objective: Equip participants with practical strategies to lead and sustain transformation initiatives within credit and finance organizations.
Key Topics:

• Why transformation efforts fail (and how to avoid it)
• Aligning stakeholders across credit, finance, and sales
• Driving adoption of new tools and processes
• Overcoming resistance and cultural barriers
• Establishing metrics to measure success and progress
• Overcoming control & governance concerns
• Strategies that aligned with legal requirements

Building the Business Case — Securing Executive Buy-In for AI & Transformation (Alvarez & Marsal)

Wednesday, August 12, 8:00am-9:00am (60 minutes)
Instructor: Conrad Ragan – Director, Corporate Restructuring at Alvarez & Marsal
Objective: Enable participants to develop credible, data-driven business cases that resonate with executive leadership and secure approval for transformational initiatives.
Key Topics:

• Structuring a compelling business case (ROI, cost, risk, efficiency)
• Translating operational benefits into financial impact
• Aligning proposals with executive priorities and strategy
• Communicating value to CFOs and senior leadership
• Common mistakes that weaken credibility

Why Attend?

It’s included as part of our educational offerings and no additional cost to you!
Certificate of Completion – Demonstrate your expertise and professional growth
Real-World Case Studies – Learn from real scenarios and proven practices
Expert-Led Sessions – Direct access to insights from experts at Bectran, The Home Depot/SRS, Alvarez & Marsal
Forum Exclusive – Only available at the CRF August Forum in Denver

August Forum attendees can participate in this bonus educational offering at NO ADDITIONAL COST. Please indicate your attendance for this program on the August Forum Registration Form.

PLEASE NOTE: This session is for credit & A/R professionals only.