ROOM C Chicago  | October 15 | Wednesday

Pioneering the Future: How Emerging Technology Will Transform Credit Teams

Mick Mason, Handle

In this session, we will discuss the growing need to support customers who utilize procurement portals (Coupa, Ariba, Jagger, etc.) and how every click can require downstream work for multiple teams. We will show how a cross-functional effort by Sales, Customer Engagement, Product, and Credit teams can guide customers from requisition to payment without missing a beat and improve overall customer experience.

Scenario Analysis as an Essential Tool for Credit Risk Management

Sohini Chowdhury, PhD, FRM, Moody’s Analytics

In an environment of increasing global uncertainty, scenario analysis is an essential tool in the credit manager’s toolbox. This session will discuss the basic steps involved in scenario analysis. Risk identification is the starting point. This is followed by designing an appropriate scenario to stress those risks. The macro factors from the scenarios are then passed through the company’s different business lines to quantify the impact of the scenario on various credit performance metrics such as cash flows, delinquencies, defaults, exposure limits, and others.

Building a Championship Credit Team and Staying at the Top of Your Game

DeLinda Goodman, CCE, Rotex Global, LLC.

Just like a championship sports team, a top-performing credit team requires strategic recruitment, continuous development, and a cohesive game plan to get to the top and then stay at the top. In this session, we’ll explore the key steps to building an all-star credit team. Learn how to draft the right players, run effective practice skills, strengthen your core competencies, foster teamwork, and ensure you have a deep bench to handle any challenge. Whether you’re aiming for a strong season or a long-term dynasty, this playbook will help you build a credit team that’s always ready for the win!

The Art of Negotiation

Marc Davenport, Caine & Weiner

Negotiation isn’t about pressure — it’s about mastering conversations that lead to win-win outcomes. For credit and collections pros, this session delivers sharp strategies to move stalled payments, tighten terms, and sharpen your skills. Get ready to boost your performance, overcome resistance, and drive real results.

ROOM C Chicago  | October 15 | Wednesday

Pioneering the Future: How Emerging Technology Will Transform Credit Teams

Mick Mason, Handle

In this session, we will discuss the growing need to support customers who utilize procurement portals (Coupa, Ariba, Jagger, etc.) and how every click can require downstream work for multiple teams. We will show how a cross-functional effort by Sales, Customer Engagement, Product, and Credit teams can guide customers from requisition to payment without missing a beat and improve overall customer experience.

Scenario Analysis as an Essential Tool for Credit Risk Management

Sohini Chowdhury, PhD, FRM, Moody’s Analytics

In an environment of increasing global uncertainty, scenario analysis is an essential tool in the credit manager’s toolbox. This session will discuss the basic steps involved in scenario analysis. Risk identification is the starting point. This is followed by designing an appropriate scenario to stress those risks. The macro factors from the scenarios are then passed through the company’s different business lines to quantify the impact of the scenario on various credit performance metrics such as cash flows, delinquencies, defaults, exposure limits, and others.

Building a Championship Credit Team and Staying at the Top of Your Game

DeLinda Goodman, CCE, Rotex Global, LLC.

Just like a championship sports team, a top-performing credit team requires strategic recruitment, continuous development, and a cohesive game plan to get to the top and then stay at the top. In this session, we’ll explore the key steps to building an all-star credit team. Learn how to draft the right players, run effective practice skills, strengthen your core competencies, foster teamwork, and ensure you have a deep bench to handle any challenge. Whether you’re aiming for a strong season or a long-term dynasty, this playbook will help you build a credit team that’s always ready for the win!

The Art of Negotiation

Marc Davenport, Caine & Weiner

Negotiation isn’t about pressure — it’s about mastering conversations that lead to win-win outcomes. For credit and collections pros, this session delivers sharp strategies to move stalled payments, tighten terms, and sharpen your skills. Get ready to boost your performance, overcome resistance, and drive real results.

ROOM C Chicago  | October 16 | Thursday

The Future of Getting Paid: AI Agents for Supplier Portals

Nitsan Yerushalmi, Monto

You’ve created the invoice—now the marathon begins. Log in to the customer’s portal. Find the PO. Fill out every required field. Perform complex line-item mapping and labeling. Upload the delivery note. Upload the invoice in just the right format. Hope nothing gets flagged. Then repeat… for every customer, every portal, every time.
This is the reality for credit managers today: chasing payments through systems that were meant to help but instead slow everything down. Every portal is different, and even within the same portal, each buyer has its own rules. Small changes can derail the process and push cash flow weeks off track.
AI agents are the new way forward. These digital teammates can automate tasks for your team; however, they require the right maintenance to reach enterprise-grade accuracy. Imagine having agents handle the entire invoice-to-payment process for you—logging in, matching POs, filling fields, attaching the right documents, and tracking approvals.
We will show how you can use an agent yourself to do that for just a few invoices, and then we will examine how to implement this agentic approach for hundreds or thousands of customers in portals (hint: the agent will need to adapt when a portal changes, work across hundreds of platforms, and only bring in a human-in-the-loop when something needs your judgment). This is how Monto changes everything—combining unmatched portal expertise with AI to keep payments moving without constant manual effort.
The result? End-to-end automated invoice-to-payment, faster payments, fewer errors, and a finance team free to focus on data and strategy, not screens.
What You’ll Learn
• Step-by-step: What AI agents actually do, and how to use them in portals.
• Why adaptability and scalability win over rigid automation in a fast-changing portal landscape.
• The measurable gains: true automation, fewer rejections, and shorter DSO.
• The “zero-touch” future: what it looks like and how to start applying it in your team.

Credit Risk Mitigation and Fraud Prevention: Best Practices Starting with the Credit App

Sean McCaffrey, Bectran; Sarah Long, Bectran

Bectran will discuss how automation within the credit application process can improve and streamline your credit-granting processes and prevent fraud. Best practices will be shared on configuring an effective online credit application and the direct impact on your department, including improved scoring, risk mitigation, and faster application turnaround times. This presentation will also include recent examples of fraud cases in the industry and the best practices for your department to seamlessly combat fraud going forward. Join us to make sure you and your team are best prepared for what’s to come!

Building Dashboards: What’s Out There Off-The-Shelf and How Do You Build Your Own?

Amy Cook, CCE, McNaughton-McKay Electric Co.; Erica White, CCE, Ferguson; Caroline Perkins, CCE, Mickey Thompson Tires

This conference session will focus on the utility of Accounts Receivable (AR) dashboards in managing, analyzing, and optimizing the collections process. It will equip attendees with the knowledge to understand existing solutions and the steps needed to create their own.

ROOM C Chicago  | October 16 | Thursday

The Future of Getting Paid: AI Agents for Supplier Portals

Nitsan Yerushalmi, Monto

You’ve created the invoice—now the marathon begins. Log in to the customer’s portal. Find the PO. Fill out every required field. Perform complex line-item mapping and labeling. Upload the delivery note. Upload the invoice in just the right format. Hope nothing gets flagged. Then repeat… for every customer, every portal, every time.
This is the reality for credit managers today: chasing payments through systems that were meant to help but instead slow everything down. Every portal is different, and even within the same portal, each buyer has its own rules. Small changes can derail the process and push cash flow weeks off track.
AI agents are the new way forward. These digital teammates can automate tasks for your team; however, they require the right maintenance to reach enterprise-grade accuracy. Imagine having agents handle the entire invoice-to-payment process for you—logging in, matching POs, filling fields, attaching the right documents, and tracking approvals.
We will show how you can use an agent yourself to do that for just a few invoices, and then we will examine how to implement this agentic approach for hundreds or thousands of customers in portals (hint: the agent will need to adapt when a portal changes, work across hundreds of platforms, and only bring in a human-in-the-loop when something needs your judgment). This is how Monto changes everything—combining unmatched portal expertise with AI to keep payments moving without constant manual effort.
The result? End-to-end automated invoice-to-payment, faster payments, fewer errors, and a finance team free to focus on data and strategy, not screens.
What You’ll Learn
• Step-by-step: What AI agents actually do, and how to use them in portals.
• Why adaptability and scalability win over rigid automation in a fast-changing portal landscape.
• The measurable gains: true automation, fewer rejections, and shorter DSO.
• The “zero-touch” future: what it looks like and how to start applying it in your team.

Credit Risk Mitigation and Fraud Prevention: Best Practices Starting with the Credit App

Sean McCaffrey, Bectran; Sarah Long, Bectran

Bectran will discuss how automation within the credit application process can improve and streamline your credit-granting processes and prevent fraud. Best practices will be shared on configuring an effective online credit application and the direct impact on your department, including improved scoring, risk mitigation, and faster application turnaround times. This presentation will also include recent examples of fraud cases in the industry and the best practices for your department to seamlessly combat fraud going forward. Join us to make sure you and your team are best prepared for what’s to come!

Building Dashboards: What’s Out There Off-The-Shelf and How Do You Build Your Own?

Amy Cook, CCE, McNaughton-McKay Electric Co.; Erica White, CCE, Ferguson; Caroline Perkins, CCE, Mickey Thompson Tires

This conference session will focus on the utility of Accounts Receivable (AR) dashboards in managing, analyzing, and optimizing the collections process. It will equip attendees with the knowledge to understand existing solutions and the steps needed to create their own.