Coffee with Connect

Topic:

Real-Time Financials and Proactive Credit Management: Lessons from Bankruptcy Filings

We will examine three separate bankruptcy filings to demonstrate why real-time financial data is crucial for managing credit with larger customers and avoiding unexpected losses. The discussion will cover strategies for credit managers to obtain this information as a primary risk mitigation tool. We will also assess the viability and practical considerations of performing “drop-in” site visits to gain a firsthand understanding of a business’s operational and financial health.

Date: November 4, 2025, 10 a.m. CT

Hosts:
Matt Allison

Client Advisor

Originally from Bay City, Michigan, with a Bachelor’s degree from Northwood University and M.B.A. from The University of Illinois, Matt now calls Livonia, Michigan

his home. With more than a decade of leadership experience in sales organizations across the Midwest-including roles with leading consumer goods brands-Matt Allison built his career on helping businesses grow through strategy, structure, and connection. He later joined Allianz Trade, specializing in Trade Credit Insurance and credit risk management, before transitioning to his current role as an Insurance Adviser with World Insurance. Today, Matt leverages his extensive network to advise companies on comprehensive risk and financial strategies beyond insurance. He is also the creator and host of The Cashflow Chronicles Open Forum, featuring insights from top executives in finance and risk.

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