BuildingBlocks Community Presents: Credit Investigation 101 with D'Ann Johnson, CCE
BuildingBlocks Webinar: Credit Investigation 101
Get Your Sherlock Holmes Hat & Spyglass Ready!
📅 Date: Tuesday, January 20, 2026
⏰ Time: 1:00 PM – 2:00 PM CT
🎓 Presenter: D’Ann Johnson, CCE
📍 Location: Live Online (Wistia Webinar)
Credit Investigation 101 – Get Your Sherlock Holmes Hat & Spyglass Ready!
When a new credit application lands on your desk, do you feel more like a detective than a decision-maker? In this fast-paced session, we’ll walk through the fundamentals of a solid credit investigation process, so you can follow the clues, fill in the gaps, and make confident decisions every time.
Join D’Ann Johnson, CCE, as she breaks down what to look for, where to find it, and how to put it all together into a clear, consistent credit review process.
What We’ll Cover
🔍 Credit Research: the “What, When & Where” of Your Investigation
What information you truly need (and what’s just “nice to have”)
When to dig deeper and when to move forward
Where to find reliable data: trade references, bank info, public records, credit reports, and more
📊 Tax Returns
How to read and interpret at a practical level
What to do when no financial statements are available
Red flags to watch for in the documents you do receive
🧩 Putting It All Together
Building a consistent checklist or workflow for every credit applicant
Organizing your findings so you can explain and defend your decision
Tips for documenting your investigation for future reviews and audits
Who Should Attend
This session is ideal for:
Credit, finance, and collections professionals
Newer team members who are still building their credit investigation skills
Experienced pros who want to tighten up their process and documentation
Anyone responsible for reviewing credit applications and setting terms
You’ll Walk Away With
By the end of this webinar, you’ll be better able to:
Follow a clear, repeatable process for every credit review
Know where to look first (and second) for key credit information
Use financial statements and tax returns more confidently
Make better-documented credit decisions you can stand behind
About the Presenter
D’Ann Johnson, CCE, Corporate Credit & Contracts Manager with A-Core Concrete Cutting
A seasoned credit professional and CCE-designated leader, D’Ann brings practical, real-world experience to every topic she teaches. She’s passionate about helping credit teams strengthen their processes, protect their companies, and feel more confident in the decisions they make every day.
Save Your Seat
👉 Ready to sharpen your credit investigation skills?
Add this webinar to your calendar and click “Register” to reserve your spot.