Power Hour: Strategic Credit Limits: When to Tighten and When to Trust

Event Date: July 29, 2026
Event Start Time: 12:00 pm
Location: Live Webinar (online)
Cost: Free
Event Type: Seminar
Registration Deadline: July 28, 2026

Event Overview:

Strategic Credit Limits: When to Tighten and When to Trust: Data-Driven Approaches to Setting Smarter Limits

Setting the right credit limit is both an art and a science — one that directly impacts profitability, risk exposure, and customer relationships. In this session, you’ll learn how to move beyond gut instinct and use data-driven insights to establish smarter, more strategic credit limits.
This class explores how economic conditions, industry trends, and customer performance data can guide your decisions to extend, reduce, or hold steady on credit. You’ll gain practical tools to identify risk early, adjust limits proactively, and align credit decisions with your organization’s broader financial goals.

In this session, we’ll discuss how to:
1. Use Key Metrics for Smarter Decisions: Leverage financial ratios, payment trends, and credit scoring data to support limit adjustments.
2. Balance Risk and Opportunity: Learn how to safely extend credit to strong customers while tightening exposure where warning signs appear.
3. Respond to Changing Market Conditions: Adapt limits based on shifts in the economy, supply chain, and industry performance.
4. Collaborate Across Departments: Partner with sales, finance, and operations to align credit decisions with revenue and customer retention goals.
5. Implement Technology and Automation: Explore tools that analyze data and recommend limit adjustments in real time.

This session is ideal for credit managers, financial analysts, and business leaders who want to elevate their credit decision-making process and ensure their limits reflect both confidence and caution. Join us to learn when to tighten, when to trust, and how to let the data guide your next credit move.

Speaker Name & Bio: Barbara Carpenter

Barbara Carpenter is a finance and accounts receivable executive with over 20 years of experience leading enterprise Credit, Collections, Cash Application, and Invoice-to-Cash operations across global and multi-location organizations.

She has extensive experience building and leading large-scale shared services teams and driving transformation initiatives that improve working capital, reduce DSO, and strengthen credit governance.

Barbara has held senior leadership roles at Kraft Heinz, Danone North America, and ResMed, overseeing large receivables portfolios and leading initiatives in credit policy, risk management, collections strategy, and A/R automation. She currently serves as an A/R Automation and Transformation Consultant, helping organizations modernize receivables operations, optimize cash flow, and implement scalable credit and finance processes.

Thank you to NACM Commercial Services for their partnership.

Cancellations will be accepted for full refund no later than five working days prior to event — substitute attendees accepted up to day of event.

*Price is for admission only. Some events, especially college credit classes, have additional costs associated with materials, such as text books. See the event comments above for more details. Membership discount eligibility is at the discretion of the event sponsor. Cancellations will be accepted for full refund no later than five working days prior to event — substitute attendees accepted up to day of event.