Credit & Accounts Receivable Spring Forum

March 20 - 22, 2017



Click here to register for the FORUM      Click here to print & FAX registration form            Printable Agenda

Also available FOR YOUR STAFF!
One-Day Training Session - Tuesday, March 21

"End-to-End Financial Statement Analysis"
CLICK HERE for more details          CLICK HERE to register for the One-Day WORKSHOP


JW Marriott - New Orleans, LA        Hotel Registration online        Visit hotel & see details
614 Canal St
New Orleans, LA 70130

For Reservations, call:
888-364-1200  -or-  504-525-6500
Request the Group Rate for Credit Research Foundation
Limited space available at the CRF contracted rate of $219
Rate includes internet access in guest rooms

Check-in 4:00 pm
Check-out 11:00 am

Topics Under Consideration

  • Special Program - Part 2: Policy Implications of the Presidential Election After the First 75 Days
  • Economic Outlook and Update
  • Panel of CRF Practitioners discussing accomplishments in 2016 and focus for 2017
  • Dueling Attorneys: A Bankruptcy Point-Counterpoint - Varying Perspectives When a Customer Files for Bankruptcy
  • Fraud & Cyber Threats: Mitigation Techniques (Detection, Prevention and Responses) and Liability Issues on the Flow of Financial Transactions
  • Global Risk and Impacts on the Global Economy
  • A Practitioner's and Legal Perspective on Involuntary Bankruptcy Petitions: Requirements, Benefits and Risks
  • CRF Open Forum: Real Time Peer-to-Peer Exchange of Needs and Experiences

SAP and Oracle users

Monday morning 8am to noon prior to the Forum, join CRF for our dynamic ERP Workshops that focus on the management of credit and AR processes in the SAP or Oracle environment. CRF conducts these meetings, which are free to all Credit Professionals who are registered for the Forum but you MUST register for them. See below for registration details. These sessions are for credit professionals and their IT staff only. No vendors please.
If you are not registered for the CRF Forum, there will be a small charge to attend these Sessions.

CRF - Oracle Users Group

  • As always, in conjunction with our Forum, CRF will conduct an Oracle User Group session facilitated by Robin Walker, principal of Caliber Application Services, LLC on Monday morning from 8:00am to 12pm immediately prior to the start of the CRF Forum.
    In this session, we will follow up on the discussion at the last Oracle meeting, looking more at the concept of Cost to Serve, and how it can be implemented inside Oracle eBusiness Suite. Please come armed with questions about this, and anything else you would like to discuss!
    To find out more or to sign-up for this session, email session host Robin Walker at:  

CRF - SAP Users Group

  • SAP Users 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.
    To find out more or to sign-up for this session: CLICK HERE

Additional User Groups

The following Industry Partner User Groups are provided for CRF Forum attendees by their individual sponsor.

  • Billtrust User Group
    Monday, March 20th - 8:30am to 11:00am - complimentary hot breakfast included - Registration is Required!
    New Ideas and Technologies for Accelerating Cash Flow
    Join us as we explore new ways to automate invoice delivery, payments and cash application so you can increase efficiency while getting paid faster. You'll learn how to:
    - Automate the processing of emailed credit card payments
    - Drive electronic invoicing and payments
    - Reduce credit card processing fees
    - Increase your Cash App match rates
    We'll also dive into new technologies, including mobile deposit, machine learning and AP portal integration, and how they can boost your credit team's productivity and impact your organization.
    To register for this session, please contact Jennifer More, Billtrust Event Manager at

  • Cforia User Group
    Monday, March 20th - 8:30am to 10:30am - Registration and breakfast complimentary - Registration is Required!
    Cforia University/User Group/Invited Guest Roundtable
    Please join Cforia Users and Invited Guests as we discuss order-to-cash (OTC) business best practices. We will look at results across more than 200 companies who successfully improved working capital throughout Credit, Collections and Dispute Management Lifecycles, as well as the use of more productive Customer Self-Service and Internal Collaboration Portals.
    Discussion topics will include: Building a Single OTC Database; Segregating Clean vs. Dirty A/R; Zero-Touch Collections for Small Customers; Collaboration; Workflow Automation for Dispute Adjudication; Pre-Chasing Priority Collections; Executive Dashboard Analytics; and Eliminating Spreadsheets and Pivot Tables!
    Your participation is encouraged and welcome, plus there will be a complimentary breakfast to start your day. Sign-up Now! Simply send email to Bradley Palmer - or call 818-483-0089

  • Cortera User Group
    Monday, March 20th - 10am to Noon   There is no fee for this meeting but Registration is Required!
    Help Your Customers Build Credit - Through Cortera’s constant growth and innovation, we are able to provide new solutions and insight to businesses looking to extend credit. Without a track record of good payment behavior and steady purchase behavior signaling growth, your customers could be limited in showing good credit experiences. Let's face it; everyone wants to be seen in a positive light. By contributing trade tapes to Cortera, businesses build a community that allows strong B2B relationships to flourish. Find out how to help your customers build credit at this user group meeting hosted by Kevin Lonergan and Peter DuBose. To register CLICK HERE


  • CREDIT2B User Group
    Monday, March 20th - 8:30am to 10:30am. There is no fee for this meeting but Registration is Required!
    We welcome your participation at a complimentary breakfast round table to discuss trends in big data analytics and how this impacts your customer risk scores. Joining us will be the Special Board Advisor to Credit2B, Prof. Anna Costello, Drebin Faculty Fellow and Professor of Accounting at the University of Michigan (bio). New disciplines being tested include machine learning, tapping into free open source data and industry specific content on your customers. View the effect this has on predicting bankruptcies and financial stress. We will cover the common flaws in scoring which generate bad results and why some of the older score models need re-evaluation. Also learn about automation of private company financials and electronic references that feed these scores. Finally, learn how you can create customized heat maps from all of this score data to help your sales and credit organizations focus on the real risk rewards. Sign up HERE or contact Roxanne Nazzaro at: or call 646-442-3496 for more information.


  • CreditRiskMonitor User Group & Workshop
    Monday, March 20th - 9am to 10:30am   There is no fee for this meeting but Registration is Required!
    CreditRiskMonitor provides timely financial information analysis and news on over 57,000 public companies worldwide. Get in-depth credit risk analysis, fresh news and alerting, insightful scores and detailed financials, along with personal service at a great value. See why more than 35% of the Fortune 1000 companies already depend on us for accurate, reliable risk management.
    To register for this session: CLICK HERE or email host Kellyanne Tavani to reserve your seat.


  • Creditsafe User Group
    Monday, March 20th - 10:00am to 11:30am - Complimentary - Registration required!
    Creditsafe will have a specialist on hand to demonstrate the benefits of using Creditsafe 3D Ledger. A complete aging analysis tool that can be used at no extra charge on your account.
    Also covering:
         - New Compliance Search Tool
         - International Expansion
         - US Data
    To register send an email to or

  • Dun & Bradstreet User Group
    Monday, March 20th - 11:00am to 12:30pm - Complimentary Lunch - Registration required!
    Please join Dun & Bradstreet for a very special luncheon event. We will give you a deeper look into Dun & Bradstreet's global data, insights and analytics strategy - and the impact and opportunity for your organization. Areas of discussion will include:
    - Global data quality
    - Global scores & analytics
    - New anticipatory capabilities
    In addition, we will be holding a special demonstration of D&B Credit Advantage, the newest edition of our next-generation risk intelligence platform. We are excited to share our latest efforts to innovate and deliver data and analytic solutions to best serve your needs.
    For questions and/or to reserve your spot, please email Kindra Harting-Smith at:

  • HighRadius Lunch & Learn
    Monday, March 20th - 12:00pm to 1:00pm - Complimentary Lunch - Registration required!
    Laissez les Bons Temps Rouler: Hitting Your A/R KPI Targets Early and Often in 2017
    Discover 4 of the highest impact transformations recommended by credit and A/R professionals for quick KPI impact. The session provides a detailed overview of expert recommendations for super-charging credit reviews, cash application, dispute resolution and collections management by eliminating process bottlenecks and minimizing clerical tasks. Let the good times roll and deliver immediate improvement of team efficiency, DSO, and reduction of operating costs. To register, CLICK HERE

  • Federation of Credit and Financial Professionals - National Building Materials User Group Meeting
    Wednesday March 22nd

  • Federation of Credit and Financial Professionals - National Merchandising Credit Group Meeting
    Wednesday March 22nd

CRF Forum Cancellation Policy

Monetary guarantees are provided to the hotel, and materials are produced and shipped 2 weeks prior to each event. Therefore, absolutely NO refunds will be allowed unless notification is received in advance of that window. If your registration was part of your membership benefits, please extend us the courtesy of notification!

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Join us for another fantastic CRF Forum.
Discounts will be available for more than one person from your company.






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