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.

Digital Transformation: A Comprehensive Framework for Identifying Opportunities and Managing Risks

Presented by Lowenstein Sandler LLP & CRF
Wednesday, June 3, 2026 – 3:00pm ET

Digital transformation and the AI landscape, including the increasing use of agentic AI, are core drivers of enterprise value and are increasingly a source of material credit risk. For credit professionals, the impact often shows up too late: Operational disruptions rapidly give way to liquidity constraints and performance deteriorates.

This session reframes digital transformation as a new avenue of credit risk, where both opportunities (enhanced productivity) and risk (customer operational disruption and financial loss) must be assessed alongside traditional financial metrics. Through real-world examples, including operational disruptions, ransomware events, and system outages, the speakers will explore how digital breakdowns can quickly magnify credit risk. The speakers will also review the best practices for AI policies and procedures as well as the use of additional tools, such as credit applications, terms and conditions, and monitoring practices to reflect and mitigate digital and AI risks.

Speaker: Kathleen A McGee, Partner – Lowenstein Sandler LLP

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

 

Build, Buy, or Configure AI for Credit: A Practical Framework for Do-It-Yourself vs. Pre-Trained Agents

Presented by Sidetrade & CRF
Tuesday, June 16, 2026 – 12:00pm ET

As AI adoption accelerates across credit and accounts receivable, organizations face a critical decision: should they build their own AI capabilities or deploy pre-trained solutions? While both approaches offer advantages, the wrong choice can lead to unnecessary cost, increased risk, and delayed ROI.

This session provides a practical framework for evaluating “build vs. buy” decisions in credit operations, grounded in real-world use cases such as collections prioritization, risk assessment, and dispute management. It also introduces an emerging third path—configurable AI built on pre-trained foundations—that enables organizations to balance speed, control, and scalability.

Key Takeaways

  • A clear framework to evaluate Build vs. Buy decisions in credit and AR
  • Where DIY AI makes sense, and where it creates unnecessary complexity
  • How pre-trained AI agents accelerate ROI in collections and operations
  • The hidden costs and risks of building internally
  • Why a third approach called configurable AI is emerging as a practical middle ground
  • How to align AI strategy with risk, governance, and business outcomes

Speakers:
Elaine Nowak, Global VP of Product Marketing, Sidetrade
Sergejs Cuhrajs, Senior Product Marketing Manager, Sidetrade

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

 

How to Integrate Big Data into Existing Systems

Presented by Creditsafe & CRF
Tuesday, June 23, 2026 – 3:00pm ET

This session will cover the use and applications of incorporating large amounts of data into existing platforms and tools as well as enhancing some of the new technologies you might be evaluating.

Key Takeaways:

  • How to incorporate traditional Credit & A/R data elements into the tools you already have
  • How to get more insights from the data you currently use everyday
  • How to support other functions of your organization with Business Information that flows through the Credit & A/R department.
  • Become the hero helping Sales, Marketing, Supply Chain and Vendor Management with your data tools.

Speakers:
Scott Garger, Sales Director – Creditsafe
Yesinne Alvarez, Director of Partnerships & Trade Data – Creditsafe

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

 

The New Enterprise Risk Stack: Governed GenAI in Global Corporations

Presented by Moody’s & CRF
Tuesday, August 4, 2026 – 12:00pm ET

Join us for a practical look at how global enterprises are deploying GenAI and Agentic workflows on secured, governed data — and how frontier LLMs are being adapted for consistency, auditability, and reduced probabilistic risk across regulated workflows.

Key Topics:

  • Applying agentic solutions at scale
  • When to use purpose-built GenAI-ready APIs vs. custom builds
  • Integrating Model Context Protocols
  • Governance and compliance requirements for enterprise adoption
  • Mapping AI to business use cases for measurable ROI and efficacy
  • How leading clients are doing it today

Speakers:
Pavle Sabic, Senior Director – Generative AI Solutions, Moody’s

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 Real-Time CFO: How AP/AR Automation Defines Finance Leadership in 2026
Presented by Quadient & CRF
Tuesday, May 12, 2026

How AI Agents Are Reshaping Accounts Receivable and Credit Operations
Presented by Growfin & CRF
Tuesday, April 21, 2026

Authenticating Digital Signatures
Presented by MAK, Bectran & CRF
Tuesday, April 7, 2026

When AR Credits Go Wrong – Managing Unclaimed Property Exposure
Presented by Andersen & CRF
Tuesday, March 31, 2026

Growth, Cash Flow & Credit Accounts – AI & Tech Trends shaping AR in 2026
Presented by NetNow & CRF
Tuesday, March 10, 2026

Beyond AI: Delivering Real Intelligence in Credit Operations
Presented by Bectran & CRF
Thursday, February 19, 2026

The Rising Threat of Business Identity Fraud in Trade Credit and How Credit Teams Can Respond
Presented by Experian & CRF
Tuesday, January 27, 2026

Federal Reserve Economic Outlook for 2026
Presented by CRF
Tuesday, January 13, 2026

Heroes of Supplier Risk Management: The Credit Professionals Growing Role
Presented by CreditRiskMonitor & CRF
Thursday, December 18, 2025

Agentic AI: The New Frontier in Credit Risk Management
Presented by FIS & CRF
Tuesday, December 16, 2025

Tariffs as a Catalyst for Financial Distress and Bankruptcy or a Driver of Value
Presented by Lowenstein Sandler LLP & CRF
Tuesday, December 4, 2025

Proactive, Predictive, Powerful: AI for Modern Credit Teams
Presented by Sidetrade & CRF
Tuesday, December 2, 2025

What Really Works in Collections? Insights from AI and Behavioral Data
Presented by Billtrust & CRF
Tuesday, November 4, 2025

The Next Era of AR: Automation, AI, and Human Judgment
Presented by Bectran & CRF
Tuesday, October 21, 2025

AI In Credit: Quick Wins & Critical Safeguards
Presented by Credit Pulse & CRF
Wednesday, October 15, 2025

Confident Budget Planning Starts with AI-Driven Collections & Predictable Forecasting
Presented by Serrala & CRF
Tuesday, October 7, 2025

CECL 2026: Navigating the December Rule Changes and Preparing for Compliance
Presented by CRF
Tuesday, September 30, 2025

AI in Accounts Receivable: Testing, Controls, and Global Collection Strategies
Presented by Quadient & CRF
Tuesday, September 23, 2025

Reimagining CreditOps: Unlocking the Power of AI Agents for Smarter Risk, Fraud, & Sentiment Detection
Presented by Bectran & CRF
Monday, August 25, 2025

Identifying High-Risk Businesses at Origination and Beyond
Presented by Experian & CRF
Tuesday, August 12, 2025

Economic Update – Business Activity & the Consequences for Credit
Presented by CRF
Tuesday, July 29, 2025

Know Sooner, Act Faster: Using AI to Proactively Detect Changes in Customers’ Behavior
Presented by Sidetrade & CRF
Tuesday, July 22, 2025

IDENTITY CRISIS: Risks and Best Practices When Doing Business With Newly Acquired Entities and Conglomerates
Presented by Lowenstein Sandler LLP & CRF
Tuesday, July 15, 2025

Fast-Track Collections: Leveraging Modern Tech for Maximum Recovery Without the IT Headache
Presented by Debt Register & CRF
Tuesday, June 24, 2025

How to Harness the Power of Trade Data in your Credit & A/R Portfolio
Presented by Creditsafe US & CRF
Tuesday, June 17, 2025

Overcoming Barriers to AI Adoption: Building Trust and Delivering Business Value
Presented by Deloitte & CRF
Tuesday, June 10, 2025

The Portal Advantage: Faster Payments, Intelligent Automation, Stronger Cash Flow
Presented by Serrala & CRF
Wednesday, May 28, 2025

ACH Update: A Payment Tool That Can Be Used Both Domestically & Internationally
Presented by Nacha & CRF
Wednesday, May 21, 2025

Mastering Invoicing Compliance: Navigating Portal Billing, Retainage, and E-Invoicing Mandates
Presented by Quadient & CRF
Tuesday, May 13, 2025

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