UCC Filings, Security Agreements & PMSIs in B2B Credit
2026-06-24 11:30 - 12:00 (America/New_York)
This session delivers a practical, business-focused overview of how UCC filings, security agreements, and Purchase Money Security Interests (PMSIs) function within B2B credit relationships. Designed for credit and risk professionals, the class explains how secured interests are created, perfected, and prioritized – and why misunderstanding any one of these elements can expose a company to unnecessary credit risk.
Participants will learn the distinct role each document plays, how they work together to protect creditor rights, and how to properly evaluate UCC records when reviewing credit applications or managing existing accounts.
Session Objectives
By the end of this session, participants will be able to:
• Distinguish between a security agreement and a UCC-1 financing statement
• Explain how a security interest is created vs. perfected
• Identify when a PMSI applies and why it carries enhanced priority
• Interpret UCC filings commonly found in B2B credit reviews
• Recognize common filing and documentation errors that weaken creditor protection
Takeaway
This session equips attendees with the clarity and confidence needed to assess secured credit positions, avoid false assumptions about protection, and strengthen internal credit practices.

Power Hour: Strategic Credit Limits: When to Tighten and When to Trust
2026-07-29 12:00 - 15:00
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.
