Credit & Accounts Receivable Open Forum & EXPO
Date: August 15th (1/2 day) 16th & 17th (1/2 day) 2011
- EXPO Tuesday August 16 during Lunch and Evening Networking Reception
See list of Exhibitors in left frame
- Prizes from each Exhibitor - CRF will give away the chance to win $100 to a lucky winner from each Exhibitor you visit.
- Plus, visit many of the Exhibitors for prizes from their drawing.
- Bring your business cards!
Click here to view & print the Brochure and Agenda
On-line Forum Registration
Hotel Reservations
CRF Forum Registration Policy
CRF User Groups held in conjunction with Forum:
SAP, Oracle, PeopleSoft, CreditRiskMonitor, Cortera, D&B, Experian & Global Credit Services
Occupying legendary Chicago architect
Daniel Burnham’s historic Continental & Commercial National Bank
Building in Chicago’s bustling financial district, CRF is excited to
bring our
August 2011 Credit and AR Open Forum to the
new
JW Marriott Chicago which now occupies
the first 12 floors of this circa 1914 landmark
after a $350 million renovation.
Location:
JW Marriott
151 West Adams Street
Chicago, IL
For reservations and to Visit the Hotel
OR
Call: Central Reservations: 1-866-270-6430
Tell them you are registering for the Credit Research Foundation meeting and use Group Code CRECREA
to get the Group Rate of $189.00 single or double (+ Tax).
The CRF room block ends July 23, 2011 - so book NOW!
JW Marriott Chicago is an exclusive new luxury hotel in the Loop and the largest luxury hotel in Chicago.
Discover this landmark downtown Chicago hotel located near State Street, Millennium Park, Magnificent Mile and historic Chicago museums.
Chicago's new JW held it's grand opening March 2011. Featuring exquisite neoclassical design, this beautiful Chicago hotel offers a one-of-a-kind
authentic destination in Chicago’s downtown Loop district. Occupying the first
12 floors of the former Continental & Commercial National Bank Building at
151 W. Adams St., the hotel—part of a $396 million restoration.
Area Airports
The hotel does not provide shuttle service.
Chicago/OHare - ORD Hotel direction: 18 mile(s) SE
- Driving directions: I-190E to I-90 to downtown. Exit Washington Blvd, with slight left onto Washington St. Turn right on LaSalle, then right on Adams.
Alternate transportation:
- GO Airport Express; fee: 29 USD (one way); reservation required
- Bus service, fee: 2.25 USD (one way)
- Subway service, fee: 2.50 USD (one way)
- Estimated taxi fare: 34.00 USD (one way)
Chicago/Midway - MDW Hotel direction: 11 mile(s) NE
- Driving directions: Cicero Ave north to I-55 north to I-94 West (signs say to Wisconsin.) Merge onto 290E (exit 51H.) Take Franklin St exit and turn right on Franklin. Right on Jackson, left on LaSalle, then left on Adams for hotel entrance.
Alternate transportation:
- GO Airport Express; fee: 22 USD (one way); reservation required
- Bus service, fee: 2.25 USD (one way)
- Subway service, fee: 2.50 USD (one way)
- Estimated taxi fare: 26.00 USD (one way)
Don't miss this great opportunity to spend a few days with your friends and Experience CRF!
Our Monday Forum Topics
- Hiring, Training, Retaining & Motivating Key Employees - presented by Amanda Bolivar, Business Coach, The Hunter Partnership Alliance
- Profiles in Success - Effective Coaching - Meghan Conroy, Director of Credit, Mizuno USA Inc
Our Tuesday Forum Topics
- Economic Update - William A. Strauss, Senior Economist and Economic Advisor, Federal Reserve Bank of Chicago
- Profiles in Success - Developing an Electronic Platform for Storing and Retrieving Decisioning Data - Peter Knox, Director of Credit & A/R Administration, Nestle USA & Jackie Mulligan, NA Dept Head - Credit Operations, Procter & Gamble Distributing LLC
- Implementing a UCC Program: Overcoming Obstacles - UCC Filings provide valuable protection in bankruptcies, payment defaults, and preference situations. This program will focus on how and when to incorporate security into your accounts receivables. One of the most important steps you can take to minimize risk and increase potential for recovery is to execute a security agreement and to perfect that agreement through the filing of a UCC-1. Thought must be given to your customer’s considerations and we will explore those issues within this session. Presented by: Jerry Bailey, Executive Sales and Education Services Manager, NCS
- The Impact of Section 503(b)(9) on Bankruptcy Settlements and Reserve Analysis
Although trade creditors initially rejoiced at the prospect of receiving an elevated priority for goods sold within 20 days prior to the bankruptcy filing, this amendment has hardly been the panacea that was hoped. A panel will discuss this with introduction and facilitation by Lawrence Gottlieb, Partner, Cooley LLP. Panel: Michael Bevilacqua, Senior Director - Credit and Collections, Pepsi Beverages Company; Art Tuttle, Exec Dir - Retailer Financial Svcs & Shared Svcs, American Greetings; Brad Boe, Director of Credit, Performance Food Group
Our Wednesday Open Forum program:
Be part of the ORIGINAL (often copied/never duplicated) CRF Open Forum You set the agenda and ask everyone for assistance with any operational, logistical or best practice questions or concerns you have. Take advantage of this opportunity to get help from a cross section of America's leading credit professionals representing a variety of industries. We'll all help to find a solution.
SAP, Oracle and PeopleSoft users
Monday morning 8am to noon prior to the Forum join our dynamic ERP User Groups that focus on the management of credit and AR processes. These meetings are free to all Forum attendees but you MUST register for them. See below for registration and details. These sessions are for credit professionals and their IT staff only. No vendors please.
Oracle Users Group
- As always, in conjunction with our Forum, CRF will host an Oracle User Group session facilitated by Robin Walker, principal of Caliber Application Services, LLC and Carol King, Principal Product Strategy Manager of Oracle on Monday morning from 8:00am to 12pm immediately prior to the start of the CRF Forum. The agenda and meeting location will be forthcoming. This session is not on the agenda brochure.
Click here to see the Oracle meeting agenda.
To find out more or to sign-up for this session: email session host
Robin Walker at: rwalker@caliber-services.com
SAP Users Group
- SAP User are invited to attend the CRF SAP Users Group meeting ...SAP Users, don't miss this opportunity to get in on the ground floor of this valuable resource. The SAP meeting will take place on Monday morning from 8am to 12pm immediately prior to the start of the CRF Forum. This session is not on the agenda brochure.
Click here to see the SAP meeting agenda.
To find out more or to sign-up for this session: email session host
Geoff Land at: geoff.land@highradius.com
PeopleSoft Users Group
- PeopleSoft users - Join us as we launch our initial user group session. Don't miss this opportunity to get in on the ground floor of this new resource. The PeopleSoft meeting will take place on Monday morning from 9am to 12pm immediately prior to the start of the CRF Forum. This session is not on the agenda brochure.
PeopleSoft agenda coming soon.
To find out more or to sign-up for this session: email session host
Richa Dubey at: richa.dubey@oracle.com
Wednesday Afternoon User Groups
The following Wednesday afternoon sessions are provided for the CRF Forum attendees by their individual sponsor and are not affiliated with the Credit Research Foundation.
Cortera User Group & Open House
- Cortera User Group & Open House
Wednesday August 17, 2011: 1:00 PM to 3:00 PM.
THERE IS NO FEE TO ATTEND THIS MEETING but registration is limited. Cortera User Groups are the perfect opportunity to join your fellow customers and share best practices, sharpen your skills, and hear directly from the Cortera team. The user group is open to all CRF attending credit professionals and their IT staff only (even if you are not a customer, you are a welcome to attend). No vendors please. To find out more and to sign-up please visit:
http://cortera-2011-crf-august.eventbrite.com/. Questions? Email user group host Alex Coté at acote@cortera.com
CreditRiskMonitor User Group
- CreditRiskMonitor Users - Don't miss this session
Wednesday August 17, 2011: 12:30 PM -3:00 PM.
THERE IS NO FEE FOR THIS USER GROUP MEETING but registration is limited and admission is for password/contract holders only.
To find out more go to CreditRiskMonitor:
Or email session host Al Carmenini by July 15th to reserve your seat alcarmenini@crmz.com
D&B DNBi User Group
- D&B DNBi Users - Don't miss this session
Wednesday August 17, 2011: 1:00 PM to 3:00 PM.
THERE IS NO FEE FOR THIS USER GROUP MEETING but registration is limited.
To find out more or to sign-up for this session: email session host
Bill Balduino at: BalduinoB@DNB.com
Experian User Group
- Experian Users - Don't miss this session
Wednesday August 17, 2011: 1:00 PM to 3:00 PM.
Join Experian for an in-depth demonstration of BusinessIQ – if you use Experian business products online, this tool will be implemented in your organization soon. Learn how this new, advanced Web-based portal delivers comprehensive business credit tools that let you manage your entire customer portfolio from the time a credit application is received through the collection of delinquent accounts. Also, learn how it brings you sophisticated, new insight into your customers and credit policies to reduce risk and find opportunity.
THERE IS NO FEE FOR THIS USER GROUP MEETING but registration is limited.
Click here to register Experian registration.
Global Credit Services User Group
- Global Credit Services - Client Users
Wednesday August 17, 2011: 12:30 - 2:00 PM
Gain an in-depth understanding of Global Credit Services’ rating practices for assessing corporate credit risk. Learn the quantitative and qualitative factors that determine credit risk – what the key line items, ratios, and trend analyses mean that our Industry Analysts use. With current case studies learn how our Industry Analysts assess creditworthiness using ClearPath Credit Solutions, our comprehensive credit risk management information and tools. And, learn how they leverage its flexibility, efficiency, and ease of use – including new features that let you dig deeper for more relevant data, and more options for creating custom reports.
Clients can register at: CRFGroup@globalcreditservices.com or for more information, please visit Global Credit Services. THERE IS NO FEE FOR THIS USER GROUP MEETING but registration is limited.
BPM 101 - For Credit and Collections Professionals
- Gain a Quick Foundation in This Transformative Technology
Wednesday August 17, 2011 - 12:00 PM to 1:00 PM.
Better technology can have a dramatic impact on credit and collections performance. Staying on top of key technological advancements is how you keep your organization (and your career) strong. One breakthrough that’s already sweeping through all types of financial operations areas is Business Process Management (BPM) software. Here’s an opportunity to learn the fundamentals of BPM and see how other credit and collections organizations have used it to drive dramatic success.
Led by Evan McDonnell, Appian’s Vice President of Solutions, this event will give you a solid grounding in BPM technology and how to apply it in targeted ways. There is NO FEE to attend this meeting, but registration is required and limited. This meeting is open to CRF attending credit professionals only. No vendors please. To find out more and reserve your space, please contact Evan McDonnell at evan.mcdonnell@appian.com.
registration is limited.
This meeting is provided by Appian
CRF Forum Registration Attendance Policy
Please help us control our meeting costs. Food and beverage commitments are confirmed and guaranteed well in advance of
the Forum. Therefore, if you register we are guaranteeing your attendance and food commitment to the hotel.
Anyone who registers and does not give us advanced cancellation notice, will be charged a fee of $200 for the charges we
will incur.
Any registration fees paid to CRF for the Forum will not be refunded if you can not attend; however you can use the registration fee for a future CRF Forum.
If you need to cancel try to send someone else from your organization.
CRF members entitled to free registrations must still register so that we can make an accurate guarantee.
Thank you for your cooperation.
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Join us for another fantastic CRF Forum.
Discounts will be available for more than one person from your company.
Please help us control our meeting costs. Food and beverage commitments are confirmed well in advance and we must guarantee payment. Therefore, if you say you are coming, we are guaranteeing that to the hotel and event venue.
