Credit On The Go

Many companies think their liquidity problem is a funding problem. This Credit on the Go episode makes a sharper point: it is often a collections and process problem hiding in plain sight. In the podcast, TCLM’s Bob Schultz and John Lockhart, the CEO of Billfire, make the argument that companies can unlock meaningful working capital by running accounts receivable (AR) with more discipline, visibility, and consistency. For executives responsible for liquidity, credit and collections, and order-to-cash, the message is straightforward: the cash you need may already be sitting on your books.

Liquidity Starts in AR

The conversation frames liquidity as part of the cash conversion cycle. Companies buy inventory, produce or distribute goods, ship them, and then wait to collect. Every day that receivables remain unpaid extends the gap between cash outflows and inflows.

That gap matters because it affects more than day-to-day operations. It determines how much a company must borrow, how expensive that borrowing becomes, and how much flexibility leadership has to invest and grow. In that sense, better AR performance is not just an operational improvement; it is a balance-sheet strategy.

The “Whack-a-Mole” Reality of Credit

One of the most useful ideas in the discussion is that credit and collections are not a single task. They are a series of very different jobs happening at once.

There are routine service tasks, such as sending statements and answering invoice questions. Most prompt payers simply need cash application to be accurate. Some slower payers respond to reminders. Then there are dispute-heavy accounts, those who break promises to pay, and seriously late customers that can become write-off risks.

That is why AR management and collections can sometimes feel like “whack-a-mole.” If a team becomes highly effective at one part of the process, another part usually slips. Without structure, priority-setting, and supporting systems, the credit department ends up reacting instead of controlling the workflow.

Lenders Are Watching

The podcast makes a useful point for CFOs and treasury leaders: lenders do not see receivables the way the company does. Internally, a team may believe that many older balances are still collectible. Externally, a bank is likely to discount those balances heavily.

That difference matters. A cleaner aging profile signals lower risk, better predictability, and stronger collateral quality. A weak aging report has the opposite effect: it reduces confidence, limits borrowing capacity, and can increase the cost of capital.

The broader lesson is that AR performance is not just about collection effectiveness. It also affects how the market values the quality of the company’s assets.

Automation Is Not the Goal

A strong theme in the conversation is that automation only matters if it supports a better process. The point is not to automate one isolated function and declare victory. The point is to run a tighter ship.

The podcast highlights five things that are difficult to do well without automation and workflow support:

* Know who owns each account.

* Maintain consistent service to customers.

* Have backup contacts when the primary contact is unavailable.

* Monitor whether messages are actually getting through.

* Escalate when normal efforts fail.

Together, those capabilities create visibility and control. They also make it possible to manage a larger portfolio without losing discipline.

Customer Behavior Follows Your Process

Another practical insight is that customers learn from how you behave. If your team is slow to respond, inconsistent about reminders, or weak on follow-up, customers notice. If your team is organized, responsive, and persistent, customers learn that payment discipline matters.

The same is true for disputes and deductions. When a customer signals they will be taking a deduction, collectors should ask the customer to explain the issue and allow time to resolve it. That reduces short-term damage and gives the company a chance to fix the root cause so the problem does not repeat.

This is an important reminder that collections is also a service function. The best teams are not merely aggressive. They are responsive, organized, and hard to ignore.

Podcast Takeaway

For leaders with credit and order-to-cash responsibilities, the podcast is a reminder that liquidity is often created internally before it is purchased externally. Better receivables management can reduce borrowing needs, improve access to capital, and strengthen customer relationships, all at the same time.

The core message is simple: if your AR process is fragmented, your cash is probably leaking. If your AR process is disciplined, visible, and scalable, you may already have more liquidity than you think.

The hidden gold is not in a new investment, loan, or other credit facility. It is in the books you already have.

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In this episode of the Credit on the Go podcast series, TCLM’s Bob Shultz has an engaging conversation with Clair Sandbrook, CEO of Shergroup. This is a practical, high-value conversation for anyone with trade credit or order-to-cash responsibilities, especially when receivables cross borders and local remedies stop being enough. Sandbrook explains how modern enforcement works, what to look for in a recovery partner, and how credit teams can turn a difficult claim into a structured, actionable recovery plan.

If you manage credit risk, collections, or global cash conversion, this episode gives you a sharper view of what happens after a customer doesn’t pay and the debt is no longer just a legal issue but an operational one. The discussion is especially useful for companies selling internationally, because it shows how enforcement can follow the value, not just the invoice, across jurisdictions.

What You’ll Learn

You’ll hear real-world guidance on evaluating where assets sit, how law and venue choices affect your ability to collect a debt, and why knowing your debtor’s footprint matters before a problem turns into a write-off. The episode also explores how AI is changing cross-border research and enforcement strategy, making it easier to identify pathways for recovery and assemble the right local expertise faster.

For finance professionals, the message is simple: recovery is not just a legal afterthought, it is part of good credit design and stronger cash flow management. This conversation will help you think more strategically about contract terms, escalation planning, and how to protect margin when a deal goes sideways.

Listen if You Want to:

* Strengthen your global collections and enforcement playbook.

* Better understand cross-border debt recovery risk.

* Improve contract setup and credit policy before the next dispute arises.

* Learn how modern tools and experienced enforcement partners can improve recovery.

Claire Sandbrook’s perspective is especially valuable because it combines deep historical perspective with practical, current guidance that finance teams can use immediately.

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About Our Guest:

Claire Sandbrook is the CEO of Shergroup Limited, which originated from the long- established law firm of Burchell and Ruston and the Sheriff’s Office for Greater London and Surrey. Shergroup, as expert provider of enforcement services has developed its core business in a business solutions group. It is now building its range of business solutions grown from the heart of the enforcement business. Its heritage is now the bedrock for solutions for other business owners in the areas of managing cashflow, property, security, digital marketing, sales, recruitment, investigations, and remote working solutions. Claire can be reached at [email protected].

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Artificial intelligence is reshaping order-to-cash, and this Credit on the Go podcast with TCLM’s Bob Shultz and Chris Caparon, founder and former CEO of Cforia Software, delivers a timely, straight-talking look at what that means for quote-to-cash process professionals and finance leaders. In this episode they discuss the future of AR automation, the limits of legacy enterprise tools, and the rise of AI-native solutions that can deliver faster, leaner, and more targeted results. Their conversation cuts through the hype and gets to the practical realities finance teams face every day. If you want to understand where AR automation is headed and how AI is changing the rules, this is a conversation you should not miss.

The podcast tackles the biggest questions facing order-to-cash teams right now. What does AI really mean for receivables automation? Are large, feature-heavy platforms still the best answer? And how can finance leaders use new tools to improve efficiency without over-complicating their processes?

We’re Entering A New Era of Receivables Automation

Capron makes a compelling case that the market has entered a new era. He explains why AI is making it possible to build software faster, tailor solutions more precisely, and reduce dependence on massive legacy systems. Shultz adds the perspective of a longtime trade credit and finance leader, grounding the discussion in real-world business needs and ROI.

For corporate trade credit and treasury professionals, the episode offers more than theory. It highlights how AI can help teams analyze customer behavior, improve collections strategy, sharpen reporting, and uncover insights that would otherwise take hours of manual work. It also reinforces a key point: technology should support judgment, not replace it.

This is especially relevant for organizations evaluating new software investments. The discussion helps leaders think more clearly about what they actually need, how quickly they can realize value, and whether a more flexible, AI-driven approach could outperform traditional all-in-one systems.

The Bottom Line

The most useful idea in this episode is simple: the future of order-to-cash may not belong to the biggest system, but to the most adaptable one. For finance teams under pressure to do more with less, that is a conversation worth having.

Anyone responsible for receivables, liquidity, or order-to-cash performance will find this episode to be a timely, forward-looking conversation. It offers fresh perspective, practical insight, and a clear message: the future of finance operations will belong to teams that understand how to use AI wisely and decisively.

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About Our Guest:

Chris Caparon and Dave McIntyre founded Cforia Software with the goal of adding value to their customer's and employees every single day. They built Cforia into a global enterprise software company with offices in the US and UK, helping their customers in over 115 different countries better manage their credit and collection operations. Since, selling Cforia to Highradius in January of 2024, Chris is fulfilling his passion for business, especially early stage companies, entrepreneurs and start-ups by exploring new opportunities.

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In this episode of the TCLM’s Credit on the Go podcast, host Bob Shultz sits down with Dee Bowden, a dynamic revenue recovery consultant and author of Collect the Cash. Dee shares the remarkable story of how she recovered $6 million in just 60 days for a struggling IT firm, only to learn a hard lesson about the critical importance of liquidity when the company shuttered its doors just weeks later.

This conversation is a must-listen for treasury, trade credit, and corporate finance practitioners who are navigating an unpredictable economy where cash flow is the ultimate lifeline.

What You’ll Learn in This Episode:

* The “Four Keys to Collect the Cash”: Dee breaks down her signature framework for resolving payment disputes through proactive problem-solving and building strategic relationships with Accounts Payable departments.

* Overcoming the “Heebie-Jeebies”: Why many businesses fail to collect because they fear damaging client relationships, and how to reframe those difficult conversations as essential customer service.

* Mastering Government Contracts: Selling to the government is a “whole other ball of wax.” Dee provides a masterclass on navigating federal and state payment systems, highlighting why a single missing dash on a contract number can stall millions of dollars for months.

* The “Why” Factor: How the simple act of asking “why” an invoice is unpaid can uncover data entry errors, system bottlenecks, and the “story” behind every delinquent account.

* Boosting Your Bankability: Bob and Dee discuss how disciplined receivables management directly impacts a company’s ability to secure better lending rates and higher credit limits from banks.

Key Takeaway:

As Dee famously says, “The sale is not complete until the money is actually in the bank.” Whether you are managing small-to-midsize accounts or multi-million dollar government contracts, this episode provides the tactical “mechanics” needed to blow past your cash targets and maintain solvency.

Listen now to transform your collections process from a source of stress into a competitive advantage.

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About our Guest:

Dee Bowden is a revenue recovery expert with a proven track record of helping small businesses recover millions of dollars in unpaid invoices. She specializes in teaching accounts receivable departments how to implement a systematic approach to collections, ensuring improved cash flow and financial stability for their business. Before starting Collect the Cash, Dee was a Contract Closeout Specialist for the US Coast Guard and then the US Department of Defense. Her expertise in government contracting brings added value to her clients. Dee can be reached at [email protected].

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In this episode of the Credit on the Go podcast, host Bob Schultz sits down with Ryan Ayers, CEO and co-founder of Suppli, to explore the rapidly evolving landscape of accounts receivable (AR) and credit management within the construction industry supply chain. As finance professionals face leaner teams and more complex risk environments, this discussion offers a deep dive into how AI-driven automation and project-specific strategies are redefining the “fair fight” for credit departments.

The conversation highlights why the construction sector requires a specialized approach compared to traditional B2B verticals. Key insights include:

* The Project-First Mentality: In construction, customers often don’t care about their total open balance; they need to know what is owed on a specific job because that is how they receive funds from general contractors or homeowners.

* Navigating the Payment Waterfall: Ayers explains the “complex payment process” where funds flow from lenders to owners, GCs, and finally subcontractors, often creating a 90-to-120-day gap for materials that carry Net 30 terms.

* The “Two Guys in a Truck” Reality: Many end customers are small operators where the owner is also the project manager and bookkeeper. Providing mobile-first, text-based payment options is no longer a luxury but a necessity for these “trunk packers”.

The Role of the “Digital Credit Teammate”

Ayers introduces the concept of a digital credit teammate—software designed to take repetitive AR work off the plate of finance professionals.

* Automating Low-Risk Tasks: AI is best utilized for high-volume, low-risk activities like cash application, W9 requests, and invoice copies, allowing human teams to focus on high-value relationship and judgment-based decisions.

* The “Junk In, Junk Out” Warning: The podcast emphasizes that automation must be built on pure processes. Implementing software on top of broken workflows will only accelerate poor results.

Mitigating Risk in a Volatile Market

For treasury and credit leaders, the episode provides actionable advice on protecting the bottom line:

* Lien Management as a “Doomsday Instrument”: Because mechanics liens are highly nuanced and tedious, the sources stress that teams must collect project data early, before a job goes sideways, to ensure legal protections remain enforceable.

* Advanced Concentration Analysis: Beyond simple customer concentration, Ayers discusses the importance of identifying project-based or regional risks, such as when a large portion of a portfolio is tied to a single massive skyscraper or data center project.

The Silver Tsunami and Changing Expectations

The podcast touches on a significant demographic shift: the “Silver Tsunami.” As a younger, tech-savvy generation takes over construction firms, they are demanding consumer-grade, online payment experiences. Finance departments that fail to provide secure, tap-to-pay digital options risk losing ground to more modernized competitors.

Whether you are looking to streamline your dunning and payments or gain better transparency into your AR portfolio, this episode serves as a roadmap for leveraging modern technology to manage the myriad of bonds and liens inherent in construction credit.

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About Our Guest:

Ryan Ayers is the Co-Founder of Suppli an end-to-end A/R, collections, and payments platform that powers trade credit for leading B2B distributors and materials suppliers. He can be reached at: [email protected].

Editorial Opportunities:

Have insights to share? Get featured in TCLM. Contact us about contributing!

Advertising Opportunities:

Your audience is here: thousands of corporate trade credit, treasury, and finance professionals. TCLM is where quote-to-cash decision-makers engage with the latest trends and insights. Put your brand in front of the right people at the right time. Advertise with us!

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Artificial intelligence is rapidly moving from buzzword to business imperative in corporate credit and treasury, and this episode of Credit on the Go explores what that actually means for your portfolio, your team, and your career. Hosted by TCLM’s Bob Shultz, this conversation features Jared Shulman, CEO and co‑founder of Daylit, who brings a hedge‑fund and trading‑systems background to the front lines of accounts receivable (AR) automation. Together, they walk through how AI is already helping AR and credit teams collect more, faster; often tripling recoveries on higher‑risk receivables, reducing manual work by dozens of hours per week, and shrinking days‑outstanding on cash that would otherwise sit at 60–120 days.

For credit managers, collectors, and treasury professionals, the discussion tackles the “hype vs. reality” question head‑on: how to tell real AI from marketing spin, how to evaluate ROI beyond simple interest savings, and how AI can relieve chronically understaffed departments rather than replace them. You’ll hear practical guidance on preparing your team and yourself, especially if you’re mid‑career or tech‑skeptical, to become AI “power users,” shifting time away from low‑value, repetitive tasks toward higher‑value activities like negotiation, relationship building, and portfolio‑level risk management.

The episode also examines what AI will and will not change in credit decisioning, arguing that while the “science” of surfacing risk signals is being transformed, the “art” of setting limits, understanding willingness to pay, and aligning with your firm’s risk appetite remains firmly human. Along the way, they connect improved collections performance and portfolio transparency to better bank relationships, borrowing capacity, and pricing, making this a timely listen for anyone responsible for working capital, liquidity, or trade credit strategy.

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About Our Guest:

Jared Shulman is the Co-Founder/CEO of Daylit, an AI agent platform for Accounts Receivable. Before founding Daylit, he worked at various hedge funds building AI trading and risk systems. Jared is a graduate of Babson College, where he also serves as a guest lecturer in the finance department and is a CFA charterholder. He can be reached at [email protected].

Editorial Opportunities:

Have insights to share? Get featured in TCLM. Contact us about contributing!

Advertising Opportunities:

Your audience is here: thousands of corporate trade credit, treasury, and finance professionals. TCLM is where quote-to-cash decision-makers engage with the latest trends and insights. Put your brand in front of the right people at the right time. Advertise with us!

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit tradecredit.substack.com/subscribe

In today’s volatile economic landscape, navigating B2B accounts receivable requires more than just standard “book learning”; it requires practical, real-world strategies to manage credit risk and ensure liquidity. This panel discussion, presented by the Trade Credit and Liquidity Management (TCLM) newsletter, brings together three industry experts to provide actionable insights for financial professionals facing these challenges.

Joining our host Bob Shultz, Cofounder and Publisher of TCLM, are the following three panelists.

* Christopher E Ng, Esq., is the Managing Partner of Gibbs Giden. An attorney specializing in construction and real estate law, he provides a deep dive into the legal complexities of defaults and enforceable contracts.

* Ian Thompson is the Founder of Clear Cycle Advisors, a consulting firm helping companies optimize and de-risk their Order-to-Cash (O2C) operations to drive growth and improve cash flow. He’s a former Fortune 500 practitioner with extensive experience in global O2C operations.

* Joe Batie is the President and Chief Commercial Officer of global collection agency Caine & Weiner. He offers a unique perspective on payment trends and the effectiveness of third-party recovery.

Throughout this panel discussion, you will explore current trends in distressed industries, from high failure rates in food service to rising defaults in the construction sector. The experts discuss why a robust “quote-to-cash” process is essential, emphasizing that “tightening the front end” of your credit application and contract process is the most effective way to avoid expensive legal battles later.

Key topics covered include:

* Strategic Risk Evaluation: Moving beyond just looking at your customer to understanding your “customer’s customer” and the broader implications of portfolio concentration.

* The Art of the Handoff: Determining the optimal timing to transition an account to a collection agency or legal counsel, and how to choose the right partners who are licensed, bonded, and easy to collaborate with.

* Leveraging Security Tools: A realistic look at the effectiveness of personal guarantees, UCC filings, Purchase Money Security Instruments (PMSIs), and letters of credit in securing payment.

Whether you are looking to improve your DSO, train your customers for more consistent payments, or understand when to “pull the trigger” on litigation, this video offers a comprehensive roadmap for protecting your company’s cash flow.

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit tradecredit.substack.com/subscribe

In this episode of the Credit on the Go podcast series, host Bob Schultz sits down with Pam Ogden, President of Business Credit Reports, a credit industry veteran. Together, they dive into the evolving landscape of business credit and how modern technology has transformed the ways companies evaluate risk, manage collections, and collaborate across departments.

Their discussion provides a comprehensive roadmap for maximizing the value of credit data to protect and grow your organization. Key highlights include:

* The Power of Multi-Bureau Data: Relying on a single credit source is no longer sufficient. The experts discuss the necessity of blended, multi-bureau reports, featuring data from sources such as Experian, Dun & Bradstreet, and Equifax side-by-side, to ensure you have the most relevant information for every customer.

* Strategic Data Reporting: Learn why contributing your own accounts receivable data is a powerful tool for accelerating payments from chronic slow-payers. By using the “carrot” of positive trade lines rather than just the “stick” of collection threats, you can improve cash flow and strengthen relationships with your best customers.

* Advanced Risk Analysis: Beyond basic scores, Ogden explains how to analyze the depth and relevancy of data, such as monitoring secondary suppliers as early warning signs of a customer’s deteriorating cash flow. The episode also clarifies the critical differences between various public records, such as federal vs. state tax liens.

* Bridging the Credit-Sales Gap: Discover how providing sales teams with affordable summary reports can turn the credit department into a strategic partner in revenue generation. By eliminating the classic friction between Sales and credit, the credit department can help to prevent wasted sales effort on leads that will never get credit approval, or that will need special guarantees or requirements in place before the first sale.

* Proactive Portfolio Management: Also discussed is the vital role of continuous monitoring and alerts to catch red flags, such as lawsuits or collection placements, long before a customer reaches bankruptcy.

Whether you are a seasoned CFO or a credit manager new to the field, this episode offers “pearls” of wisdom on using data not just to say “no,” but to strategically facilitate business growth.

If you’ve enjoyed listening to this podcast, please consider sharing it with your staff and colleagues.

About our Guest:

After gaining industry experience with Dun & Bradstreet, ADP, Bank of America, and Experian, Pam Ogden founded Business Credit Reports (BCR) in 1989 with the goal of providing affordable business credit information and outstanding customer service to small-volume users. Today BCR is the largest independent provider of credit information on businesses in the USA; uniquely licensed to offer multi-bureau reports featuring information from Experian, Dun & Bradstreet, Equifax, FICO SBSS and the best International reports. Pam can be reached at [email protected].

Editorial Opportunities:

Have insights to share? Get featured in TCLM. Contact us about contributing!

Advertising Opportunities:

Your audience is here: thousands of corporate trade credit, treasury, and finance professionals. TCLM is where quote-to-cash decision-makers engage with the latest trends and insights. Put your brand in front of the right people at the right time. Advertise with us!

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit tradecredit.substack.com/subscribe

In this insightful episode of Credit on the Go, host Bob Schultz sits down with Thea Dudley, known in the industry as the “Credit Overlord,” to tackle one of the most pressing challenges facing finance departments today: sourcing, developing, and retaining the next generation of credit professionals. As seasoned veterans retire and younger talent enters a rapidly shifting workforce, the conversation dives deep into how managers can build resilient, high-performing teams.

For corporate trade credit, treasury, and finance leaders, this podcast offers a masterclass in talent management beyond the balance sheet. Key highlights from the discussion include:

* Hiring for Drive, Not Just Pedigree: Dudley explains her preference for building a “team of misfit toys,” individuals who aren’t just “yes people” but bring enthusiasm and a willingness to speak their minds. She argues that while technical skills can be taught, attributes like personality, time management, and intrinsic drive cannot.

* The Power of a “Fresh Set of Eyes”: The discussion highlights how new hires bring immense value by questioning entrenched “wash, rinse, repeat” processes. Encouraging these “fresh eyes” to critique workflows can lead to significant operational improvements.

* Motivation Beyond the Paycheck: While salary is important, Schultz and Dudley discuss how professional-level employees are more motivated by challenge, delegation, and the opportunity to learn. Dudley emphasizes the role of the manager as a coach, whose goal is to make everyone on the team “better than me”.

* Cultivating “Intellectual Equity”: The conversation explores how to retain talent by mapping out career paths, even if those paths lead to other departments. This strategy builds “intellectual equity” within the company, turning former credit staff into “evangelists” who understand how the credit function supports the overall health of the business.

* Elevating the Profession: Moving away from the image of just “calling for money,” the podcast reframes the credit professional as a critical business decision-maker. As Dudley notes, those in credit control the company’s finance and cash flow, making it one of the most exciting roles in any organization.

Whether you are looking to refine your interviewing style through situational questions or seeking strategies to keep your team “charged up,” this episode provides real-world, actionable advice for any leader in the financial sector.

If you’ve enjoyed listening to this podcast, please consider sharing it with your staff and colleagues.

About Our Guest:

Thea Dudley, better known as The Credit Overlord, is a nationally recognized authority in credit management with over 35 years of experience spanning distribution, manufacturing, and construction, having served as Vice President of Financial Services for two national distributors after cutting her teeth in her family’s subcontractor and lumber yard businesses. A fierce advocate for the credit profession, she’s a sought-after speaker at major industry events, hosts the popular LBM Talks Credit podcast, writes a long-running credit advice column and hosts monthly webinars for LBM Journal, and is the author of “The Credit Overlord’s Guide to Credit & Collections” and “Credit Advice Unleashed – Volumes 1 & 2,” all available on Amazon. Throughout her career, she has led credit teams of every size, transformed cash-flow processes, and coached credit managers, sales teams, and CFOs on navigating the high-pressure world of trade credit and brings a refreshing blend of expertise, humor, and straight talk that empowers credit professionals to lead with confidence, protect their companies, and keep their sanity intact. Thea can be reached at [email protected].

Editorial Opportunities:

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Advertising Opportunities:

Your audience is here: thousands of corporate trade credit, treasury, and finance professionals. TCLM is where quote-to-cash decision-makers engage with the latest trends and insights. Put your brand in front of the right people at the right time. Advertise with us!

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit tradecredit.substack.com/subscribe

Dashboards can’t tell you everything. When liquidity tightens and customers start acting differently, credit executives need to see what’s really happening: not just what the numbers say.

In this episode of Credit on the Go, Bob Shultz and Dave Schmidt make the case for trade credit professionals getting out from behind their desks. They break down what actually happens when you visit customers, ask uncomfortable questions, and use what you learn to make sharper credit calls.

Credit reports and financial statements only take you so far. Bob and Dave, both seasoned practitioners, relate how to turn field visits into real intelligence. You’ll discover how to spot early warning signs of trouble (or growth), fix breakdowns before they escalate, and recalibrate credit terms based on what you see, not just what you read.

This isn’t theory. It’s stories from the field that reveal why relationships with customers and sales teams matter, how understanding operations changes your risk assessment, and what you can learn from the real reasons behind late payments. The result? Decisions backed by context, not just data.

If you’re responsible for protecting receivables and cash flow, you’ll walk away with practical moves you can use immediately. Bob and Dave connect what you observe on-site to the metrics that drive performance—DSO, bad debt, liquidity, working capital—and show how the right conversations can move all of them in your favor.

Want your team to read the story behind the numbers and catch problems before they hit the P&L? This episode shows you how customer visits and time in the field can give you that edge.

If you’ve enjoyed listening to this podcast, please consider sharing it with your staff and colleagues.

Editorial Opportunities:

Have insights to share? Get featured in TCLM. Contact us about contributing!

Advertising Opportunities:

Your audience is here: thousands of corporate trade credit, treasury, and finance professionals. TCLM is where quote-to-cash decision-makers engage with the latest trends and insights. Put your brand in front of the right people at the right time. Advertise with us!

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit tradecredit.substack.com/subscribe