Platinum Partner Breakout Sessions

**Advanced Registration Required!**

To further enhance the education provided at the March Forum, several of our Platinum Partners will be hosting Breakout Sessions between 8:00am and 10:00am on Monday, March 23. Please review the session details offered below and register for the session(s) you would like to attend using the March Forum registration form OR email Angela McDonald directly.

Please note: these sessions are open to credit practitioners only (NO VENDORS PLEASE!).

All sessions are complimentary and included with your Forum fee.

Sessions are being offered by the following Platinum Partners:

Efficient Collections Workflows: Improving Outcomes Across Portfolios

Time: 8:30am – 9:30am

Managing delinquency across large SMB portfolios requires more than just chasing overdue accounts—it demands transparency, speed, and actionable insights. Collections teams need real-time information and streamlined workflows that not only improve recovery performance but also strengthen overall risk management.

In this live demo, you’ll see how our platform:

• Provides real-time access to collector activity, including live notes, call recordings, and email correspondence across your entire collections portfolio—giving you complete visibility into every interaction and decision point.
• Delivers instant, real-time status updates, ensuring you always know exactly where each account stands in the collections process and enabling faster, more informed decision making.
• Offers customizable reporting and analytics to help you monitor portfolio trends, track performance, and surface actionable insights that drive better operational outcomes.
• Enables seamless account placement directly with Altus, streamlining your workflow by allowing you to submit accounts with just a few clicks and ensuring a smooth, efficient transition into the collections cycle.

Join us to explore practical, technology driven strategies that transform collections into a proactive, data informed process—one that improves visibility, enhances efficiency, and drives measurable results across your portfolio.

Registration for this session can be noted on the March Forum registration form OR you can email Angela McDonald directly.

How to Use AI insights to Predict Customer Bankruptcy & Financial Distress

Time: 9:00am – 10:00am

Predicting customer bankruptcy and financial distress requires more than static credit scores or periodic financial reviews. This session explores how finance and credit teams can use AI-driven insights to identify early warning signals, challenge assumptions, and improve risk visibility across the customer lifecycle. Attendees will learn practical approaches to building and refining prediction models that focus on behavior, change over time, and real-world outcomes, including:

• Building a prediction model using payment behavior, trend analysis, and external risk signals
• Understanding why “bad” customers can be valuable, revealing patterns that strengthen future predictions
• Recognizing why historically “good” customers may become high risk as conditions change
• Testing assumptions and forming hypotheses to continuously improve accuracy and confidence
• Translating insights into clear dashboards and communication for faster, aligned decision-making across teams

Participants will leave with a practical framework for moving from reactive credit management to earlier, more informed risk awareness—without relying on guesswork or static scoring.

Registration for this session can be noted on the March Forum registration form OR you can email Angela McDonald directly.

Proactive AR in Action: How AI Drives Outcomes, Not Just Automation

Time: 9:00am – 10:00am

Customer portals have become table stakes in AR – but adoption often stalls, disputes linger, and collectors remain overwhelmed by manual tasks. This session goes beyond the portal, showing how AI transforms AR from passive self-service to a proactive, outcome-driven engine. Attendees will see how predictive analytics and KPI-driven scoring prioritize collections work, GenAI chat companion for instant insights and reporting, and machine learning forecasts payment dates and dispute risk. All feeding both web and mobile experiences that customers use.

We’ll share a practical ROI framework (baseline → 90-day proof → scale) and a change-management checklist to drive adoption and measurable results, without a heavy IT lift. You’ll leave with a field-tested playbook to reduce DSO, speed dispute resolution, and boost team capacity – delivering on the promise of AI-powered AR, not just another portal pitch.

Learning Objectives

1. Apply predictive analytics and KPI-driven scoring to prioritize collections and automate outreach, moving AR from reactive to proactive.
2. Leverage GenAI and machine learning to streamline dispute/deduction handling and customer communications, reducing manual workload and accelerating resolution.
3. Build a practical business case for AI in AR using a lightweight ROI framework and change-management checklist, enabling measurable outcomes and adoption.

Registration for this session can be noted on the March Forum registration form OR you can email Angela McDonald directly.

The AI Reality Check: Practical Agentic Automation in the O2C Cycle

Time: 8:15am – 9:00am

While “AI” is the buzzword of the year, many O2C teams struggle to move beyond outdated automation solutions and legacy ERP manual work. This education session skips the science fiction and focuses on the “Science of the Practical.” We will examine specific use cases where AI Agents, Generative AI, and Machine Learning are solving the “unsolvable” in O2C: messy remittance advice, high-volume dispute resolution, and fragmented customer communication.

Key Takeaways:

• Defining Agentic AI: What are agents with various AI use case examples such as dynamic working capital forecasting, early warning detection signals in customer payment behavior, and protecting cash flow with optimized terms.
• Intelligent Receivables: How AI combines insights from AR and AP data, ERP systems, and external financial sources to create comprehensive cash position views.
• Vendor Selection: Three critical questions to ask any automation provider to ensure their “AI” isn’t just basic RPA or automation.

PRODUCT DEMO:

Meet Agentic AI Aimie with a Deep Dive and Exclusive Look into Sidetrade’s O2C Intelligence Platform

Time: 9:00am – 10:00am

Sidetrade’s O2C Intelligence Platform delivers unmatched value, impactful outcomes, and accelerated cash performance for finance teams looking to inject operations with agents and artificial intelligence built specifically for the accounts receivable function. You’ll see first-hand how Sidetrade uses a proprietary Data Lake, AI, and LLMs to supercharge your cash collection, speed up your cash application, and increase your visibility, blending technology and human-augmentation to deliver the best outcomes for your business.

Key Takeaways:

• O2C Core Platform: The AI platform that powers the Sidetrade experience, with core data processing and integration on a certified, fully-private cloud hosting and LLM infrastructure.
• O2C AI Applications: A best-in-class suite of applications supporting the entire O2C lifecycle, from invoice management to collections, with embedded business intelligence and visualizations.
• Aimie Agents: Agents for cash collections, credit and billing, natively integrated with Sidetrade O2C Business Apps with gen-AI reasoning, orchestration, and recommended actions.

Registration for this session can be noted on the March Forum registration form OR you can email Angela McDonald directly.​