Webinars

As part of our commitment to providing research and education to the credit and accounts receivable community, we share information about education webinars that are being offered by CRF and the organizations that we partner with. Below you will find a list of webinars offered exclusively to CRF members, as well as those that are open to everyone in the credit community.

Member Webinars

Membership in our community includes the opportunity to attend education webinars about relevant topics to the credit community. We are pleased to offer the following webinars to our members.

Members can email Angela for the discount code in order to register for free.
If you are not a member, please visit our Membership page for details on member benefits and cost.

Mastering Invoicing Compliance: Navigating Portal Billing, Retainage, and E-Invoicing Mandates

Presented by Quadient & CRF
Tuesday, May 13, 2025 – 12:00pm ET

Invoicing errors, compliance risks, and regulatory changes are significantly impacting your cash flow, operational efficiency, and business continuity. And as digital transformation accelerates, you must also navigate the complexities of portal billing, retainage billing, and e-invoicing mandates.

This webinar, Mastering Invoicing Compliance: Overcoming Portal Billing, Retainage, and E-Invoicing Mandates, provides a comprehensive overview of invoicing best practices, common pitfalls, and compliance strategies, covering:

✅ The most frequent invoicing errors and their impact on cash flow
✅ Submitting invoices through customer portals
✅ Effectively tracking and managing retainage billing
✅ Global e-invoicing regulations, with a focus on France’s 2024 mandate

Whether you’re an accountant, finance professional, or business owner, this webinar will equip you with the knowledge to optimize your invoicing workflows. Plus, you’ll gain actionable insights and tools to enhance your invoicing processes, minimize delays, and remain compliant with ever-evolving regulations.

Speaker: Sarah-Jayne Martin, Director, ICA Global AR Practice, Quadient

CLICK HERE to register. This webinar is FREE for CRF Members. Please contact Angela for the discount code to use for registration.

 

ACH Update: A Payment Tool That Can Be Used Both Domestically & Internationally

Presented by Nacha & CRF
Wednesday, May 21, 2025 – 12:00pm ET

Do you have a need to use international payments in your day-to-day?
Do you have questions around international ACH transactions?

Join us as Nacha leads the discussion around International ACH Transactions (IATs) and related topics, the new Nacha proposals that have been released, and how to provide your feedback to the proposals. Your businesses and role as a participant are an important part of the ACH Network, and the goal is to ensure that not only do you learn more about the Network and how it may be beneficial to you but to ensure that you understand the process on how to provide feedback to the proposed rules.

Speaker: Olivia Macial, Senior Director, ACH Education and Corporate Outreach, Nacha

CLICK HERE to register. This webinar is FREE for CRF Members. Please contact Angela for the discount code to use for registration.

 

The Portal Advantage: Faster Payments, Intelligent Automation, Stronger Cash Flow

Presented by Serrala & CRF
Wednesday, May 28, 2025 – 12:00pm ET

Modern organizations are redefining their customer payment strategies with an intelligent portal that delivers control, real-time visibility, and a seamless customer experience. In this educational session, Serrala experts define the critical features that empower efficient, intuitive customer payment portals, and why now is the right time to upgrade from outdated systems.

We’ll explore the key features that define a powerful and modern customer portal including:

  • 24/7 instant access and flexible payment options
  • Automated smart reminders, dispute tracking, and invoicing workflows
  • Secure payment processing and real-time status tracking

In this session, you’ll learn best practices and top features for a portal experience that improves agility and cash flow. You’ll understand your next move when upgrading from an outdated system to a high-performing, customer-first solution. Customers pay quicker when paying is easy, automated, and accessible. Learn how.

Speakers:
Michael Koehler, Principal Solution Architect, Serrala
Prashant Kumar, VP Alevate AR, Serrala

CLICK HERE to register. This webinar is FREE for CRF Members. Please contact Angela for the discount code to use for registration.

 

Overcoming Barriers to AI Adoption: Building Trust and Delivering Business Value

Presented by Deloitte & CRF
Tuesday, June 10, 2025 – 12:00pm ET

Achieving success with AI initiatives requires more than just technology – it demands trust, leadership alignment, and a sharp focus on tangible business value.

In this session, Deloitte experts will explore real-world challenges organizations face in moving AI from pilot to production, particularly within finance and operations. You’ll gain actionable strategies to overcome common obstacles, foster responsible AI adoption, and lead change in your organization with confidence and credibility.

Speakers:
Scott Holcomb, GenAI Transformation Leader, Deloitte
Marie Dardi, Manager, Deloitte
Clifford Goss, Partner, Deloitte

CLICK HERE to register. This webinar is FREE for CRF Members. Please contact Angela for the discount code to use for registration.


Recently Concluded Webinars

The following webinars were conducted recently for CRF Members. Please visit the Member section of our website to find the recorded sessions.

The Rise of E-Invoicing and its Implications on the ‘Office of the CFO’
Presented by FIS & CRF
Tuesday, May 6, 2025

Adapting to California’s New Collections Law: A Practical Guide for Credit & AR Professionals
Presented by Commercial Collection Agencies of America, CRF and FCFP
Tuesday, April 29, 2025

Credit: The Sales Empowerment Team
Presented by Credit Pulse, CRF and FCFP
Thursday, April 17, 2025

The Value of Partnering with Sales & Marketing
Presented by AMEX, CRF and FCFP
Tuesday, March 25, 2025

Getting Difficult Done: Proactive Solutions for O2C 2.0
Presented by Cadex, CRF and FCFP
Thursday, March 6, 2025

The Future of Credit Management: Insights from 400 Credit Leaders
Presented by NetNow, CRF and FCFP
Thursday, February 20, 2025

Federal Reserve Economic Outlook for 2025
Presented by Philadelphia Federal Reserve Bank, CRF and FCFP
Thursday, January 16, 2025

Optimizing Your Invoice-to-Cash Automation Journey
Presented by BlackLine, CRF and FCFP
Tuesday, December 17, 2024

2025 Order-to-Cash Playbook: Proven Strategies and Fraud Tools for a Competitive Edge
Presented by Bectran, CRF and FCFP
Tuesday, December 10, 2024

The Weakest Link: Identifying and Reacting to Financially Distressed Customers and Suppliers Before They Fail
Presented by Lowenstein Sandler LLP, CRF and FCFP
Wednesday, December 4, 2024

60% Down in Delinquencies: M. Brashem Inc. Accelerates AR from Manual to Automated
Presented by Serrala, CRF and FCFP
Thursday, November 7, 2024

Cybersecurity in 2025: Navigating the Future of Fraud Prevention
Presented by Billtrust, CRF and FCFP
Thursday, October 17, 2024

Uptiers, Dropdowns, and Zombies – Oh My!
Presented by Lowenstein Sandler LLP, CRF and FCFP
Wednesday, October 2, 2024

A Path to Modernization: How to Automate for Efficiency
Presented by Experian, CRF and FCFP
Thursday, September 26, 2024

The Nuances of Managing Credit Risk in a Global Market
Presented by Creditsafe, CRF and FCFP
Thursday, September 19, 2024

Mastering Sales Tax Compliance: Navigating Regulations, Exemption Certificates, and Technology for Business Success
Presented by Tax CSA, CRF and FCFP
Tuesday, September 10, 2024

What is an ACH Rule – and Why You Need to Care
Presented by Nacha, CRF and FCFP
Tuesday, August 27, 2024

The AI Tsunami and Its Impact on the Credit Department
Presented by Lowenstein Sandler, CRF and FCFP
Wednesday, July 17, 2024

Managing Financial Data: Privacy and Security Fundamentals and Best Practices
Presented by Kelley Drye, CRF and FCFP
Tuesday, June 18, 2024

Running a Safe & Secure B2B Credit Card Program
Presented by American Express, CRF and FCFP
Wednesday, June 12, 2024

Automating Customer Onboarding, Assessment & Monitoring Using the Latest Integrated Technology to Vet Creditworthiness & Fraud Risk
Presented by Nuvo, CRF and FCFP
Tuesday, June 4, 2024

Mastering the Retail Deductions Game: Navigating Amazon and Other Big Box Partnerships for Success
Presented by Carixa, CRF and FCFP
Wednesday, May 22, 2024

Customer Acquisition Process – Steps & Best Practices for Implementing a Digital Credit Application
Presented by Creditsafe, CRF and FCFP
Tuesday, May 7, 2024

Accelerating Time-to-Value with AR Automation: From Ideation to Implementation & Beyond
Presented by Serrala, CRF and FCFP
Wednesday, April 17, 2024

Unleashing Potential: Mastering Order-to-Cash Transformation – Initiating, Engaging, and Crafting Your Strategy
Presented by Quadient, CRF and FCFP
Tuesday, April 9, 2024

Escheatment – What to know if the State Audits your Company
Presented by Andersen, CRF and FCFP
Tuesday, March 26, 2024

Unlock the Potential of Seamless AP & AR Portal Integration
Presented by FIS, CRF and FCFP
Thursday, February 22, 2024

Considerations for a Credit Card Surcharging Policy
Presented by Lowenstein Sandler LLP, CRF and FCFP
Tuesday, February 6, 2024

Why UCC Filings & Mechanic’s Liens are Essential for Protecting Creditors’ Interests in 2024 & Beyond
Presented by NCS Credit, CRF and FCFP
Monday, January 22, 2024

Economic Outlook for 2024
Presented by Federal Reserve, CRF and FCFP
Thursday, January 18, 2024

How To Navigate Subchapter V – A Comprehensive Guide for Creditors
Presented by Kelley Drye, CRF and FCFP
Wednesday, December 6, 2023