Webinars & Events
Learn faster. Decide smarter.
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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- 4 Jun 2026, 09:00 AM - 05:00 PM
- Online via Zoom
- For CFOs, FDs and Credit & Risk Leaders
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- Sed do eiusmod tempor incididunt.
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Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
- 4 Jun 2026, 09:00 AM - 05:00 PM
- Online via Zoom
- For CFOs, FDs and Credit & Risk Leaders
- Lorem ipsum dolor sit amet, consectetur adipiscing elit.
- Sed do eiusmod tempor incididunt.
- Ut enim ad minim veniam
Upcoming Webinars & Training
Short, sharp sessions designed to help you modernise trade credit operations. We translate data into decisions, and decisions into repeatable process.
Consent, OTP & the Digital Signature
- 3 Mar 2026, 09:00 AM - 09:30 AM
- Online via Teams
- For Trade Shield Users, Sales Personnel, Credit Controllers, Credit Managers and More
- How we gather POPI consent and why its important
- How to track a digital signature
- And more
Can’t join? Register anyway and we’ll send the recording when available.
Does Human Subjectivity Hinder Credit Decisions
- 5 Mar 2026, 10:00 AM - 11:00 AM
- Online via Teams
- How credit bureau reports are structured
- Where interpretation influences decisions
- Common pitfalls in manual analysis
- And more
Can’t join? Register anyway and we’ll send the recording when available.
Which checks are performed by Trade Shield, and which checks remain your responsibility when reviewing an application?
- 10 Mar 2026, 09:00 AM - 09:30 AM
- Online via Teams
- For Trade Shield Users, Sales Personnel, Credit Controllers, Credit Managers and More
- Which Supporting documentation Trade Shield requires
- How to check which supporting documents your company looks for
- And more
Can’t join? Register anyway and we’ll send the recording when available.
Cash Flow and Cash Flow Forecasting
- 12 Mar 2026, 10:00 AM - 11:00 AM
- Online via Teams
- The difference between profit and cash flow
- Why cash flow pressure often originates in credit decisions
- Key drivers of cash inflows and outflows
- And more
Can’t join? Register anyway and we’ll send the recording when available.
Reviving a Cancelled Application, Re-Assigning and Where to Access Your Bureau Report
- 17 Mar 2026, 09:00 AM - 09:30 AM
- Online via Teams
- For Trade Shield Users, Sales Personnel, Credit Controllers, Credit Managers and More
- How to re-assign a credit application
- Why re-assigning is so important
- Finding your Bureau report on the Full application
Can’t join? Register anyway and we’ll send the recording when available.
Financial Ratios Every Credit Professional Must Know
- 19 Mar 2026, 10:00 AM - 11:00 AM
- Online via Teams
- The most important ratios for credit assessment
- What strong versus weak ratios indicate in practice
- And more
Can’t join? Register anyway and we’ll send the recording when available.
How to Send Out a Credit Application from Your Trade Shield Platform or Your Very Own Company Website
- 24 Mar 2026, 09:00 AM - 09:30 AM
- Online via Teams
- For Trade Shield Users, Sales Personnel, Credit Controllers, Credit Managers and More
- Initiating a credit application through Start Workflow
- Initiation through a website link (SICA link)
- Stages of the credit applications (SICA vs BCV)
Can’t join? Register anyway and we’ll send the recording when available.
From Financials to Credit Decisions
- 26 Mar 2026, 10:00 AM - 11:00 AM
- Online via Teams
- How to move from financial analysis to actionable decisions
- Translating financial strength into limits and terms
- And more
Can’t join? Register anyway and we’ll send the recording when available.
Navigating the Trade Shield Portal & Main Menu items
- 31 Mar 2026, 09:00 AM - 09:30 AM
- Online via Teams
- For Trade Shield Users, Sales Personnel, Credit Controllers, Credit Managers and More
- The Customers section
- To Dos / Tasks
- Fabric Workflows
- 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.
- 34 min
- Amy Price
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.
- 51 min
- Amy Price & Martin Petzer
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.
- 44 min
- Amy Price & Martin Petzer
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.
- 39 min
- Rahil Jularr
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.
- 41 min
- Natalie Macdonald-Spence
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.
- 33 sec
- Amy Price
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.
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