Cover Image for BuildingBlocks Presents: Credit Policy Overhaul with Ryan Steiner
Cover Image for BuildingBlocks Presents: Credit Policy Overhaul with Ryan Steiner
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BuildingBlocks Presents: Credit Policy Overhaul with Ryan Steiner

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About Event

Credit Policy Overhaul: Lessons from the Corporate Trenches

February 26th, 2026 | 1:00 PM CT
Featuring: Ryan Steiner, Corporate Credit Manager, Olympic Steel

Overview

A modern credit policy isn’t just a document, it’s a strategic engine that drives consistency, protects margins, reduces risk, and empowers your entire credit organization.

But overhauling one? That’s where the real work begins.

In this candid, practical, and experience driven session, Ryan Steiner, Corporate Credit Manager at Olympic Steel, walks you through the full lifecycle of a credit policy overhaul, what worked, what didn’t, and what he’d change next time.

If you’re planning to update your policy in 2026 or need a blueprint to strengthen your current framework, this session will give you the clarity, structure, and lessons learned to do it smarter and faster.


What You’ll Learn

🔹 Phase 1: Best Practices for the Initial Review & Assessment

A roadmap for evaluating the credit policy you currently have, even if it’s outdated or inconsistent.
You’ll learn how to:

  • Conduct a comprehensive baseline audit that surfaces risk gaps and operational blind spots

  • Evaluate current procedures for compliance and alignment across departments

  • Build the factual foundation needed for an overhaul that will actually stick


🔹 Phase 2: Building the Policy | Structure, Strategy & Real-World Wins

Go behind the scenes on what it truly takes to rebuild an effective, scalable credit policy.
Topics include:

  • Core elements every modern credit policy must include

  • Designing clear, realistic risk criteria and approval workflows

  • The strategies and formulas that worked best during implementation, and why


🔹 Phase 3: The Post-Mortem & Playbook for Next Time

Ryan shares what most webinars don’t: the messy middle.

You’ll hear:

  • The biggest lessons learned throughout the overhaul

  • Where the roadblocks surfaced and how to navigate them

  • What he would do differently to increase efficiency, adoption, and impact

This is the part attendees always say they wish more presenters talked about, and Ryan delivers.


Who Should Attend

  • Credit Managers & Analysts

  • Corporate Finance Leaders

  • AR/Credit Operations Teams

  • Anyone involved in policy creation, risk management, or process improvement


Meet the Speaker

Ryan Steiner
Corporate Credit Manager, Olympic Steel

With hands-on experience leading major credit policy overhauls in a complex, multi-division environment, Ryan brings practical, battle-tested insights from the corporate trenches, the kind of lessons you only learn by doing.


Reserve Your Spot

This session is free to attend, but seats are limited.
👉 Register now to secure your place.

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Presented by
Handle.com
Purpose-built construction software for material suppliers and contractors to manage the entire process of payments and lien management.