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2026 Credit in the West CS Logo

DAILY SCHEDULE

Build Your Conference Experience

Wednesday, October 7, 2026

2:00 - 4:00 p.m.

Registration

Check in, pick up your conference materials, and get ready for two days of learning, networking, and professional development.

Wednesday, October 7, 2026

3:00 - 4:30 p.m.

Pre-Conference Bonus Session: When Trade Policy Changes the Deal: Protecting Your Rights in Uncertain Times ($25 Add-On)

Tariffs, supply chain disruptions, and geopolitical events can dramatically impact contractual obligations. Learn how contract language, force majeure provisions, pricing clauses, and risk allocation strategies can help protect your company when business conditions change unexpectedly.

Jason Torf

Wednesday, October 7, 2026

5:00 - 6:30 p.m.

Opening Reception with Entertainment by Makena Stumpo

Kick off Credit in the West with an evening of networking, refreshments, and live entertainment. Connect with fellow credit professionals, industry partners, and conference speakers as we launch an unforgettable event experience.

Thursday, October 8, 2026

8:00 - 10:00 a.m.

Registration

Check in, pick up your conference materials, and get ready for two days of learning, networking, and professional development.

Thursday, October 8, 2026

8:00 - 9:00 a.m.

Plated Breakfast

Start your day with a delicious plated breakfast while connecting with fellow attendees and industry partners.

Thursday, October 8, 2026

8:30 - 10:15 a.m.

Opening General Session: The Goldline Effect

In cave diving, when the lights go out and visibility drops to zero, there's only one way back: the goldline. Drawing from his experience as one of the world's few certified cave divers and his career guiding Fortune 500 leaders, Jeremiah introduces the Goldline framework—a method for staying centered while navigating personal growth, organizational transformation, and uncertainty.

Jeremiah Gardner

Thursday, October 8, 2026

10:15 - 10:30 a.m.

Coffee Break

Take a moment to recharge, network with peers, and continue conversations sparked during the sessions.

Thursday, October 8, 2026

10:30 - 11:45 a.m.

Breakout: Using Artificial Intelligence to Navigate a Bankruptcy Case

A trade creditor confronted with a bankruptcy filing by its customer can find the various aspects of that bankruptcy to be daunting. Artificial Intelligence can and should be used to assist that trade creditor to navigate some of the challenges of a bankruptcy case. As Artificial Intelligence becomes more accessible, the trade credit grantor should take advantage of it and learn to use it effectively enabling that creditor to work more efficiently among multiple tasks. This presentation will address:

Where AI Fits in Bankruptcy Practice
Preparing and filing proofs of claim;
Reviewing and summarizing lengthy motions regarding critical vendors and other important matters;
Analyzing the progress of the case; and
Creating an effective strategy for your participation in the case.

Wanda Borges, Esq.

Thursday, October 8, 2026

10:30 - 11:45 a.m.

Breakout: Good Intentions. Broken Management: The 6 Reasons Leaders Struggle and How to Fix Them

Most leadership challenges aren't caused by a lack of effort. They stem from unclear expectations, inconsistent accountability, and gaps in execution. This session reveals the six most common reasons leaders struggle and provides practical tools to improve communication, strengthen accountability, and drive better results.

Jackie Stone, MAP Consulting

Thursday, October 8, 2026

11:45 a.m. - 12:45 p.m.

Luncheon + Payment Fraud: Recognizing Risks & Protecting Your Business

Enjoy lunch while hearing from UTA.

Payment fraud continues to evolve, making it more important than ever for businesses to recognize common schemes and implement secure payment practices. During lunch, United TranzActions will explore current fraudulent behaviors involving payment methods, share real-world case studies that illustrate how these scams occur, and discuss practical strategies to help reduce risk.

Chris Eddy and Matt Fluegge, United TranzActions

Thursday, October 8, 2026

12:45 - 1:45 p.m.

Expo & Book Signing with Jeremiah Gardner

Visit with exhibitors and meet keynote speaker Jeremiah Gardner during this special book-signing opportunity. Network with peers while exploring resources and solutions available through our event partners.

Jeremiah Gardner & Partners

Thursday, October 8, 2026

1:45 - 3:00 p.m.

Breakout: Family Feud – Credit Edition!

A fast-paced, interactive game-show-style session inspired by the classic Family Feud. Test your credit knowledge with industry-sourced questions covering credit, collections, risk mitigation, communication challenges, and more.

Deana Reynolds

Thursday, October 8, 2026

1:45 - 3:00 p.m.

Breakout: Personal Guarantees: Maximizing Enforceability and Recovery

Not all guarantees are created equal. Review current legal trends, common drafting mistakes, enforcement challenges, and practical techniques to strengthen guarantee agreements before problems arise.

Jason Torf

Thursday, October 8, 2026

3:00 - 3:15 p.m.

Coffee Break

Refuel with refreshments and connect with fellow attendees before the next round of breakout sessions.

Thursday, October 8, 2026

3:15 - 4:15 p.m.

Breakout: Own Your Value: Building Confidence, Character, and Career Momentum

An empowering session on professional fulfillment, confidence, integrity, and workplace presence. Attendees will learn practical strategies to strengthen self-worth, communicate with confidence, navigate challenges with resilience, and elevate their impact.

Brett Hanft, CBA

Thursday, October 8, 2026

3:15 - 4:15 p.m.

Breakout: Best Practices: Soup to Nuts of Credit Management

A practical panel discussion covering the full credit management lifecycle—from applications and onboarding to collections and risk assessment. Panelists will share real-world strategies, lessons learned, and actionable insights from multiple industry perspectives.

Catrice Allen; Vimal Patel, CCE; Grahame Vincent, CICP FCICM

Thursday, October 8, 2026

5:00 - 6:00 p.m.

Beach Reception - Sponsored by Dun & Bradstreet

Unwind after a full day of learning with an evening reception overlooking the coast. Enjoy great company, refreshments, and relaxed networking in a beautiful setting.

Thursday, October 8, 2026

6:00 - 8:30 p.m.

Beach Dinner - Sponsored by Bectran

Gather with attendees, speakers, and sponsors for an evening of food, conversation, and coastal views. This memorable dinner experience provides the perfect opportunity to strengthen professional connections.

Friday, October 9, 2026

8:00 - 8:30 a.m.

Continental Breakfast

Start the day with a light breakfast and networking before diving into another morning of educational sessions and industry insights.

Friday, October 9, 2026

8:45 - 10:00 a.m.

Breakout: Insolvency Survival Guide: Proactive Strategies Before & During Bankruptcy

Learn to recognize early warning signs of insolvency, respond strategically, and protect your organization. This session covers the lifecycle of a struggling account, practical tools for credit professionals, and ways to navigate bankruptcy with confidence.

Chris Ng, Managing Partner

Friday, October 9, 2026

8:45 - 10:00 a.m.

Breakout: The Human Touch in a Digital Credit World - How to Use AI Without Losing Your Customers... and Collect More Money.

Artificial intelligence can draft emails, analyze data, and automate workflows—but it can't replace trust, empathy, or genuine relationships. Learn practical strategies to harness AI as your most powerful assistant while keeping the human touch that drives better conversations, stronger customer loyalty, and faster payments. Because the future of credit isn't AI or people—it's AI with people.

Sheila Roames, CCE

Friday, October 9, 2026

10:00 - 10:15 a.m.

Coffee Break

Take a break, grab a refreshment, and continue building connections with fellow credit professionals and industry leaders.

Friday, October 9, 2026

10:15 - 11:15 a.m.

Breakout: Beyond the Buzz: How Credit Leaders Are Using AI Today

Explore how AI is transforming credit management. Learn how organizations are implementing AI tools, the benefits and risks involved, and the legal considerations that credit professionals should understand.

Wanda Borges, Esq.; Alaina Worden, CCE; & Seth Leeper

Friday, October 9, 2026

10:15 - 11:15 a.m.

Breakout: The Mexico Factor: Economic, Political & Security Risks Impacting Credit

Mexico remains one of the most important trade partners for U.S. businesses - but today’s environment is anything but predictable. From tariffs and trade disputes to cartel influence, political shifts, supply chain instability, and economic uncertainty, international factors are creating real challenges for credit teams managing cross-border accounts.

Join us for a timely discussion on how these issues are affecting customer risk, collections, payment trends, and credit decision-making. Hear practical perspectives on what credit professionals should be watching, questions to ask, and strategies to help protect your organization while navigating an increasingly complex global landscape.

Romelio Hernandez

Friday, October 9, 2026

11:30 a.m. - 12:30 p.m.

Closing Keynote: We Gotta Fail… To Succeed!

No one likes to fail, but those who can face risk with the right spirit are more likely to thrive, creating long-term successful progress for themselves and their organizations.

When people feel safer to be innovative, even when that could lead to change or risk, the potential benefits soar! When we build an environment where teams celebrate greatness in themselves and each other, rather than demanding perfection, innovation flourishes and greater successes are achieved overall in a less stressful setting.

Milo Shapiro, CVP

Wednesday

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