Mastering High-Risk Accounts & Bankruptcy Protection in Receivables Management

In today’s shifting credit landscape, protecting your receivables and reducing organizational risk has never been more critical. That’s why the Credit Research Foundation (CRF) is offering this exclusive, four-part certificate course as an educational bonus at the upcoming August Forum & EXPO. Participation in the certificate course is included in the cost of your Forum registration, so there’s no additional cost.

This focused training is expertly administered by three of the industry’s most respected names:

• Alvarez & Marsal (A&M) – Global leaders in restructuring, turnaround, and risk consulting
• Burke, Warren, MacKay & Serritella, P.C. – A premier law firm specializing in bankruptcy and creditors’ rights
• RetailStat – A premier provider of retail industry data and analysis, offering market intelligence and credit insights

What You’ll Learn

This hands-on, strategy-focused course equips finance, credit, and risk professionals with the tools to:

• Identify and evaluate high-risk accounts before they become losses
• Implement credit controls and mitigation strategies that drive real results
• Align cross-functional teams on risk tolerance and response plans
• Navigate bankruptcy filings and protect your company’s financial interests
• Strengthen your Credit-to-Cash cycle from both legal and operational angles

Course Specifics:

1. Identifying High-Risk Accounts (RetailStat)
   Monday, August 18, 8am–9:30am (90 Minutes)
   Objective: Learn how to systematically identify high-risk accounts using data-driven methods and qualitative insights.
2. Mitigating High-Risk Accounts and Gaining Company Alignment (Alvarez & Marsal)
   Monday, August 18, 10:30am-12pm (90 Minutes)
   Objective: Explore strategies to mitigate risks associated with high-risk accounts and develop a compelling rationale to secure company-wide support for risk management initiatives.
3. Preference and Bankruptcy-Proofing Your Actions (Burke Warren Mackay & Serritella)
   Tuesday, August 19, 4pm – 5pm (60 minutes)
   Objective: Understand how to protect your organization from preference claims and bankruptcy risks by implementing proactive legal and financial strategies.
4. Protecting Post-Bankruptcy and Building Resilience (Burke Warren Mackay & Serritella)
   Wednesday, August 20, 1pm-2pm (60 minutes)
   Objective: Develop strategies to protect your organization’s interests after a customer files for bankruptcy and build long-term resilience against financial risks.

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 A&M, Burke Warren & RetailStat experts
Forum Exclusive – Only available at the CRF August Forum in Austin

Who Should Attend?

This course is ideal for:

• Credit Managers & Analysts
• Director Of Credit/Finance
• CFOs & Controllers
• Collections & Receivables Leaders
• Finance Professionals in the Credit Space

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.