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
- Lorem ipsum dolor sit amet, consectetur adipiscing elit.
- 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.
Initiating a Limit Review and Tracking It
- 13 October 2026 09:30 – 09:30
- Online via Teams
- For Trade Shield users across Credit, Sales and Finance Teams
- Increasing existing limits
- Decreasing existing limits
- Tracking a Limit Review in progress
- What your customer is expected to do
Can’t join? Register anyway and we’ll send the recording when available.
Aligning Credit, Sales & Finance
- 15 October 2026 10:00 – 11:00
- Online via Teams
- For Trade Shield Users, Sales Personnel, Credit Controllers, Credit Managers and More
- Where the three teams conflict
- Defining a “good customer” together
- Turnaround times sales can plan around
- Shared metrics: DSO, write-offs, holds
Can’t join? Register anyway and we’ll send the recording when available.
Re-assigning or Cancelling an Application
- 20 October 2026 09:00 – 09:30
- Online via Teams
- For Trade Shield users across Credit, Sales and Finance Teams
- The re-assigning functionality
- When to use re-assigning
- Cancelling an application
- What happens after cancellation
Can’t join? Register anyway and we’ll send the recording when available.
Credit Reporting Executives Read
- 22 October 2026 10:00 – 11:00
- Online via Teams
- For Trade Shield Users, Sales Personnel, Credit Controllers, Credit Managers and More
- What execs actually decide from a report
- The few numbers that matter most
- Reporting trends, not ageing snapshots
- A one-page pack you can build fast
Can’t join? Register anyway and we’ll send the recording when available.
Understanding the Workflow Stages
- 27 October 2026 09:00 – 09:30
- Online via Teams
- For Trade Shield users across Credit, Sales and Finance Teams
- Workflow stages overview
- Tracking a workflow’s life cycle
- Time frame expectations
- Where to find your workflow overview
Can’t join? Register anyway and we’ll send the recording when available.
- 29 October 2026 10:00 – 11:00
- Online via Teams
- For Trade Shield Users, Sales Personnel, Credit Controllers, Credit Managers and More
- Spotting a crisis early
- Deciding under pressure
- Documenting failure management
- Communicating with one voice
Can’t join? Register anyway and we’ll send the recording when available.
Analysing Customer 360
- 06 October 2026 10:00 – 11:00
- Online via Teams
- For Trade Shield Users, Sales Personnel, Credit Controllers, Credit Managers and More
- Navigating to the Customer’s profile
- Understanding the recommendation tab
- Reviewing trading history
- Checking external information
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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