Credit & Accounts Receivable Open Forum
Date:
March 10th (1/2 day) 11th & 12th (1/2 day) 2008
Click here to view & print the Brochure and Agenda
Click here to register on-line.
Call CRF for substantial discounts for multiple registrants from the same company.
Location:
Hilton Palacio del Rio SOLD OUT
200 South Alamo Street
San Antonio, TX
Visit the Hotel
Alternate hotel:
Homewood Suites
432 West Market Street
San Antonio, TX
Visit hotel
If you still need a room for this event, we have made alternate arrangements for a limited number of rooms with the closest property available. It is the Homewood Suites located 3 blocks from the Hilton where the Forum will take place.
We have negotiated a rate of $189.00 for our attendees that will be effective beginning Tuesday, February 19, 2008.
Please begin to call them on Tuesday, February 19th and refer to the CRF room block. Their phone number is 210-222-1515.
Forum Agenda will include:Click here to view & print the Brochure and Agenda
Forum will open with the 59th Annual General Membership Meeting of the Credit Research Foundation
An Economic Outlook for 2008
Presented by Featured Speaker - Joseph W. Duncan, Ph.D.
The economic outlook for 2008 is greatly impacted by side effects of the mortgage crisis - its impact on credit markets, the relationships between housing and other dimensions of consumer spending, and the evolution of the entire construction component of the total economy.
The presentation will look forward with projections of likely outcomes in both the U.S. and abroad. The issues addressed are likely to be in the forefront of business planning for the next couple of years.
 Dr. Duncan is currently an independent consultant with many clients across a broad swath of industries. Prior to leaving the private sector, Duncan served as Chief Economist for Dun & Bradstreet, where he oversaw a team of economists generating economic and strategic business analysis for D&B. Duncan has authored dozens of books and hundreds of articles, many of which focus on information economics. Duncan was involved in the crafting of the Privacy Act and helped architect the Standard Industrial Classification system (SIC) for tracking economic data across the entire U.S. economy. His most recent book, Statistics for the 21st Century, addresses issues pertaining to the collection and use of such data.
Understanding Shared Services - What does Shared Services really mean and how to establish the concept for your organization
Payment Card Industry Security (PCI)
Sale of credit card information has become big business in the criminal world. Consequently, data breaches involving credit card information are on the rise. The result has been large fines and significant Brand damage to merchants who have experienced these breaches. Adhering to the Payment Card Industry Data Security Standard (PCI DSS) is the best way for you to minimize your chances of experiencing a card data compromise. This presentation will explain the Card Brands' data security program requirements as well as help you understand your next steps toward compliance.
Making Choices of Credit and Collection Tools Are you challenged by an increasing and complex international and domestic customer base, collections delinquencies, credit risk, bad debt, deteriorating DSO, compliance requirements and resource constraints? If you answered yes to any of these, you may want to drop by for this frank talk on choosing credit and collection tools to help you gain control over the front and back end, identify gaps, create efficiencies and restructure your credit and collection function with some industry specific suggestions with international flare and flavor.
We’ll review:
- Needs Assessment
- Criteria Parameters
- Matching Guide: Tools for your Business
- How not to bust your budget
A Look into the Future of Receivable Management Services - The services provided by various resources to help us in our daily job of managing and controlling credit and accounts receivable help shape what we do, when we do it and how we do it.
Hear insights into what the future holds from many of the companies that will be bringing those services to your organization.
Risk-based collections leverages your customer credit information for more effective collections management. But how is it achieved? This session will show you how the tools you have at your fingertips can be used to implement this new concept.
CRF's, often copied but never duplicated, Open Forum - you create the agenda by discussing organizational and operational you face in your business and get help from your peers.
...and much more.
Running concurrent with the CRF Forum Bring your senior credit and risk analysts for an exciting training opportunity by CRF's acknowledged expert instructor, Dr. Steven Isberg. Let CRF help you in your training needs.
We are offering our popular 1 & ½ day Customer Financial Analysis training workshop in conjunction with this CRF Forum.
March 10 (1:00 - 4:30 pm) & March 11 (8:30 am - 4:30 pm)
The program, “A Practical Approach to Understanding Your Customer's Business Through Financial Analysis”, conducted by Dr. Steven Isberg, is the premier training and educational program for credit and risk analysts. This workshop is for intermediate and advanced level learning.
Participants will receive a working financial analysis spreadsheet for their personal use.
The CRF Financial Statements Analysis training program consists of three modules that will be
included in the day and a half format.
The Modules include:
Critical areas of financial ratio analysis & Risk analysis
Modeling and Completing a Diagnostic Financial Statement Analysis
Case Studies in Financial Statement Analysis
For more information, and registration click here.
Oracle and SAP Users - Don't miss these sessions on Monday morning
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 9am 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
Sashi Narahari at: sashi.narahari@highradius.com
This group is targeted towards CRF members and others who are SAP users and are involved in Order-to-Cash and/or Account Receivables business processes such as Credit Management, Cash Application, Collections and Deductions. The group will meet for half-a-day, Monday morning prior to the start of CRF Open Forum events.
The primary objectives for the CRF SAP User Group are:
- SAP Product Functionality
CRF SAP users will be updated on the latest functionality from SAP for existing and new products. This will primarily cover the current SAP modules such as SAP Accounts Receivables, Sales & Distribution, BW Reporting as well as the new modules within SAP Financial Supply Chain management (FSCM) suite namely Dispute Management, Collections Management, Credit management & Biller Direct.
- Best practice sharing, discussion & brainstorming
In these sessions, CRF SAP users will have the opportunity to share their experiences, issues and recommendations with each other at a very detail level. There could be an opportunity to discuss Industry vertical specific business processes such as Deductions & Collections challenges in dealing with retailers.
- User feedback to SAP
User requirements can be matched-up to SAP functionality to identify gaps. Those functionality gaps that most users unanimously agree that they would desire to have can be channeled back to SAP via the “ASUG Influence Sessions”. “ASUG Influence Sessions” is a formal charter that is recognized by SAP for users in North America to give feedback to their Product Managers on the desired functionality of SAP. A small committee of CRF members who are also members of ASUG can take up the responsibility to attend the ASUG Influence Session to facilitate this.
Our Platinum Sponsors will again provide an evening reception.
Please support our sponsors!
- ABC-Amega
- AG Adjustments
- Atradius
- D&B
- eCredit
- Equifax
- Experian
- IAB
- Moody's KMV
- PredictiveMetrics
- Smyth Solutions
- SunGuard Avantgard - GetPaid
Please 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.
Take advantage of this opportunity to visit this beautiful hotel.
Get rid of those winter blues and bring the family.
Discounts will be available for more than one person from your company.
"Since joining CRF, I am tremendously impressed by the professionalism of the organization. Top credit and treasury professionals from all types of businesses attend CRF Forums where they find solutions to questions and issues that confront them in their organizations. Meeting your peers and reviewing best practices of other organizations is a tremendous learning opportunity."
Ron Borcky, Global Director of Credit, International Paper
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