Trade Credit & Liquidity Management - Latest News and Information
Irresistible Change translates the author’s IBM design‑driven turnaround into a playbook that treats cultural transformation like a marketable product. It outlines a phased funding model that begins with low‑cost pilots and evolves into a charge‑back system, allowing finance leaders to underwrite risk while accelerating adoption. The book also details a data‑driven management dashboard and a decentralized ownership structure that embed new ways of working across business units. Ultimately, it shows how finance can turn transformation from a project into the organization’s default operating mode.
Moody's Ratings has launched the Token Integration Engine (TIE), becoming the first major rating agency to deliver credit opinions on‑chain via a permissioned blockchain. The network‑agnostic TIE ingests Moody's existing analytical data and publishes ratings and risk insights to the...
Emagia launched Gia AlphaCash, an AI‑driven cash‑discovery superagent that pinpoints high‑value receivable accounts for faster collection. The tool ranks “Alpha Accounts” using ledger, payment and operational data, and works with the Gia Collect agent to automate outreach. Early reports claim...
AKUVO and Convoke announced a strategic partnership that merges AKUVO's AI‑driven pre‑charge‑off collections suite with Convoke's SaaS platform for post‑charge‑off recovery and third‑party oversight. The integration creates a modular, cloud‑native workflow that spans the entire delinquency lifecycle, from early digital...
Effective March 1, 2026, the Small Business Administration tightened its 7(a) and 504 loan eligibility, requiring 100% U.S. citizenship and domestic residence for all owners. The rule eliminates the brief 5% foreign‑ownership exception and bars legal permanent residents from any...
ConnexPay unveiled Payment Valet, a managed services platform that automates the last‑mile of B2B payments. The solution centralizes payee network management, delivery fulfillment, preference portals, and branded support, handling payouts via virtual cards, ACH, and checks. It targets vertical SaaS...
The panel explored how trade creditors can manage risk when dealing with financially distressed customers across sectors such as SaaS, food service, and construction. Joe Beatty highlighted rising payment failures and defaults, especially in subscription‑based services and small restaurant operators....
Kate O’Neill’s new book *What Matters Next* offers a pragmatic framework for finance leaders navigating rapid tech adoption, balancing immediate liquidity pressures with long‑term strategic health. It quantifies the staggering $250 million annual loss that inefficient decision‑making can inflict on a...
The Shared Services & Outsourcing Week (SSOW) 2026, held March 16‑19 in Orlando, will host a Finance Transformation Program for finance shared‑services leaders. Over 1,200 shared‑services and GBS executives will gather to discuss modernizing finance operations, embedding AI responsibly, and...
HighRadius announced an Outcome Based Pricing (OBP) model for its Office of the CFO platform, eliminating implementation and subscription fees until the solution is live and then charging a share of verified financial gains. The approach stems from a 24‑month...
The episode reviews Thomas Ittelson’s book *Financial Statements: A Step‑By‑Step Guide to Understanding and Creating Financial Reports*, highlighting its transaction‑driven approach that walks listeners through the three primary financial statements via the fictional AppleSeed Enterprises. It underscores how the book...
The episode examines how finance, credit, and treasury leaders can gauge their organization’s readiness for high‑level automation in Time‑to‑Pay, Procure‑to‑Pay, and Order‑to‑Cash, noting that over 75% agentic automation is the target within three years. It highlights findings from the North...
The episode reviews the U.S. Bank Freight Payment Index, showing that the U.S. truck freight market is in a late‑cycle contraction where capacity constraints, not demand, are driving higher rates. While Q4 2025 shipments rose modestly, they remain down year‑over‑year,...
