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 27. The sessions will all take place from 9:00am – 10:00am.
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:
International Business Information – What to Expect When Looking at an International Credit Report
Time: 9:00am – 10:00am
This session will focus on the ins and outs of an international credit report. The presenters will cover all areas of global trade. We will also discuss best practices for Credit decisioning outside of the US as well as Supply Chain and Procurement compliance.
Key Takeaways:
- How reliable is the information
- What sources of information are used
- How to interpret Compliance and OFAC information
- Specific country Q&A
To register for this session, please use the Forum registration form OR email Angela McDonald at angelam@crfonline.org.
Why Top Credit Leaders Are Rethinking Waivers Right Now
Time: 9:00am – 10:00am
Waivers were meant to protect suppliers, but in practice, manual processes have turned them into one of construction’s biggest hidden risks. From waived rights tied to payments that never clear, to fraudulent or mismatched documents, credit teams are left exposed.
That’s why top credit leaders are embracing proactive waivers: a smarter approach that prevents risk before it happens. In this session, you’ll learn how leading suppliers are:
- Tying waivers to verified payments so rights aren’t released until cash is confirmed.
- Linking waivers directly to cash flow, where faster waiver exchange accelerates payment velocity and improves DSO.
- Flagging risky or non-standard waiver language automatically before it slips through.
- Using proactive waivers to ensure every request matches invoices and payment status.
- Creating transparency with customers to shut down fraud schemes like canceled checks.
You’ll leave with a clear playbook for turning waivers from a compliance headache into a proactive shield that protects every dollar and accelerates cash flow.
To register for this session, please use the Forum registration form OR email Angela McDonald at angelam@crfonline.org.
Sharper Insights, Faster Approvals: Credit Teams with AI
Time: 9:00am – 10:00am
Digitizing credit workflows doesn’t solve the hard part of credit management: getting reliable data, reducing risk, and accelerating revenue.
This session will show how credit teams are embedding AI into their workflows to analyze documents instantly, confirm business and principal identities with trusted sources, and pull live cash flow data from banks to sharpen credit risk analysis.
This session will cover:
- Decision confidence: Use live bank data alongside bureaus and references to set fair, profitable credit limits
- AI-powered doc validation: Prompt buyers to submit the correct documents every time
- Payment method verification: Check credit cards and ACH details for validity and likelihood to process
- Fraud prevention: Stop bad actors with multi-step verifications across businesses, principals, and references
To register for this session, please use the Forum registration form OR email Angela McDonald at angelam@crfonline.org