Webinars & Events

Learn faster. Decide smarter.

Join Trade Shield for dedicated sessions that turn trade credit complexity into clarity. From onboarding velocity to defensible approvals, our webinars and events help teams see risk earlier, act faster, and build governance that holds up.

Upcoming Events

Meet the Trade Shield team and your peers in finance, credit, and risk. These sessions are built for real-world South African trade credit challenges, with space to ask questions, swap notes, and leave with next steps.

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What You’ll Learn:

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What You’ll Learn:

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Upcoming Webinars & Training

Short, sharp sessions designed to help you modernise trade credit operations. We translate data into decisions, and decisions into repeatable process.

Training

How to Send out/Initiate an onboarding workflow/application

This Course Will Focus On:

Starting a Workflow (Normal and Self-initiated)
The Skip application feature
What notification do you get after successfully initiating

Can’t join? Register anyway and we’ll send the recording when available.

Webinar

Reducing DSO: Practical Strategies That Improve Cash Flow

This Session Will Explore:

What DSO is and why it matters to your business
How DSO impacts cash flow, working capital, and growth
And more

Can’t join? Register anyway and we’ll send the recording when available.

Training

Workflow Stages – Onboardings and Limit Reviews

This Course Will Focus On:

Onboarding Workflow Stages
Limit Review Stages
Who gets notified at each stage

Can’t join? Register anyway and we’ll send the recording when available.

Webinar

Where to Find Credit Intelligence: Making Better Decisions with Better Data

This Session Will Explore:

What “credit intelligence” really means in practice
Internal vs external data sources for credit decisions
Where to find key information
And more

Can’t join? Register anyway and we’ll send the recording when available.

Training

Understanding a Customer’s Profile through Customer 360

This Course Will Focus On:

Customers Section
Customer 360
Extracting your Customers from Risk View

Can’t join? Register anyway and we’ll send the recording when available.

Webinar

Limit Reviews & Ongoing Monitoring: When, How, and What to Review

This Session Will Explore:

Why limit reviews are critical in the credit lifecycle
When to perform a credit limit review:
- Time-based reviews (e.g. annually, quarterly)
- Trigger-based reviews (e.g. overdue changes, risk alerts, growth)
How to conduct a structured limit review
And more

Can’t join? Register anyway and we’ll send the recording when available.

Training

Workflow Stages – How to increase or decrease a customer’s existing credit limit

This Course Will Focus On:

Initiating a Limit Review
Skip Application
When will the new limit to appear in Trade Shield

Can’t join? Register anyway and we’ll send the recording when available.

Webinar

What Influences a Credit Decision? Finding More Opportunities to Say “Yes”

You’ll Walk Away With:

The key factors that influence a credit decision
Balancing risk, growth, and commercial objectives
The role of data, policies, and human judgement
And more

Can’t join? Register anyway and we’ll send the recording when available.

Watch Previous Webinars

Prefer to learn on your schedule? Explore past sessions and recordings that decode the unseen signals behind trade credit risk, onboarding friction, and credit policy bottlenecks.

From Ledgers to AI: How Trade Credit Tools Have Evolved

In this Credit Thursdays session, Amy Price explores how trade credit tools have evolved, from handwritten ledgers and bank codes to spreadsheets, credit bureaus, software platforms, and AI-driven risk tools.

Credit Control Masterclass: Calculate DSO, Spot Payment Risk Early, Improve Collections

In this Credit Thursdays session, we break down what DSO really measures, how to calculate it, including a more accurate aging-based method, and how even small shifts in DSO can create major funding pressure.

Working Capital & Cash Cycle Explained | Improve Cash Flow + Reduce DSO

In this Credit Thursdays masterclass, Amy Price and Martin Petzer break down working capital and the cash conversion cycle (CCC) in practical terms and why credit teams play a direct role in whether a business thrives or runs out of cash.

How to read audited financials to assess affordability and risk

A practical Credit Thursdays session on how to read audited financials to assess affordability and risk, covering key financial statements, ratios, cash flow insights, and common risk indicators for better credit decision-making.

Data Compliance & POPIA: What You Must Know in 2025

Stay ahead of the curve with this essential webinar on Data Compliance and POPIA. As regulations evolve, understanding your responsibilities is critical for protecting personal information and maintaining trust.

Credit Thursdays Intro | Trade Shield Webinar

Thursdays are about credit, cash flow, and commercial decision-making. Credit Thursdays is a weekly session hosted by Amy and Martin, focused on upskilling credit teams and sales teams on the broader credit landscape.

Stay in The Loop

Get notified when new webinars, training sessions, and events are released.