Platinum Partner Breakout Sessions
To further enhance the education provided at the October Forum, several of our Platinum Partners will be hosting breakout sessions on Monday, October 26.
Please review the descriptions offered below for each session. Registration for the sessions can be included on your Forum registration – or simply email Angela to indicate which session you would like to attend.
All sessions are complimentary and included with your Forum fee.
Sessions are being offered by the following Platinum Partners:
Putting AI Agents to Work: A Hands-On Session for Credit & Collections
Time: 8:30am – 9:30am
Many presentations mention AI agents and their benefits, but few actually explain what an AI agent is, what it can do and what pitfalls exist. This practical, interactive presentation will cover exactly that and include an AI agent build to show how they work and what results they can provide.
Presenters:
• Stefan Van Beneden – Product Manager
• Dan Pike – Vice President North American Credit Networks and Collections Performance
To register for this session, please use the Forum registration form OR email Angela McDonald at angelam@crfonline.org.
When Credit Becomes Compliance: Why Traditional AR Tools Fall Short in Construction
Time: 9:00am – 10:00am
In construction, how much of your credit and AR team’s day is actually credit and collections? Lien deadlines, waiver exchanges, and multi-party approvals pull skilled people into compliance and data-chasing work — reconciling one invoice across five disconnected systems instead of managing exposure and collecting cash. The cost shows up as slower cash, risk blind spots, and headcount lost to manual handoffs. This session shows why AR tools built for standard receivables fall short in construction, how leading suppliers have reconnected the credit-to-cash motion, and why the function needs its own KPI stack. You’ll leave with a practical way to benchmark your operation and move your team from disconnected workflows to a connected payments operation.
To register for this session, please use the Forum registration form OR email Angela McDonald at angelam@crfonline.org.
The Half of Order-to-Cash You Can’t See
Time: 9:00am – 10:00am
Most finance teams have mapped their own order-to-cash process end to end. The problem is that half of it isn’t theirs. Every application, reference, term, invoice, and payment passes through the customer’s systems too — and every handoff between the two sides still runs on email, phone calls, spreadsheets, and PDFs. Add AI to the mix, and this siloed approach becomes a critical point of failure. This session looks at what changes when both parties, and their agents, work from the same source of truth across credit applications, orders, invoices, and payments.
Presenter: Dylan Hoffman
To register for this session, please use the Forum registration form OR email Angela McDonald at angelam@crfonline.org
Ask. Act. Done. How Aimie IQ Is Redefining What O2C Looks Like
Time: 8:30am – 10:00am
Finance professionals have seen a lot of tools promise transformation and deliver incremental improvement. This session is something different. Aimie IQ, Sidetrade’s conversational AI, changes the way finance teams access and act on information. Rather than navigating a platform to find what you need, Aimie IQ brings the data to you through natural conversation, putting the full power of the platform in your hands from the moment you open it. And for teams ready to go further, we will show how that intelligence is turned into action at scale. Come with an open mind. Leave with a new picture of what an O2C platform can be.
Key Takeaways:
- Aimie IQ: How Sidetrade’s conversational AI puts the right information in the hands of the right person at the right moment.
- AI Across the O2C Lifecycle: How Sidetrade’s AI applications support every stage of the cycle in ways that feel intuitive for teams who have done this work for years.
- Agent Builder Studio: How teams are eliminating the manual processes that have always requiredworkarounds, without writing a single line of code
Presenters:
Tyler Foulke & Kelly Adolph
To register for this session, please use the Forum registration form OR email Angela McDonald at angelam@crfonline.org