Credit & Accounts Receivable Spring Forum
March 20 - 22, 2017
EFFECTIVE IN 2017, ALL FORUM ATTENDEES WILL BE CHARGED A NOMINAL,
FEE OF $75.00
Click here to register for the FORUM
Click here to print & FAX registration form
Also available FOR YOUR STAFF!
One-Day Training Session - Tuesday, March 21
"End-to-End Financial Statement
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
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.
To find out more or to sign-up for this session: email session host Robin Walker at:
email@example.com Agenda available soon
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: email Sally Huynh at:
firstname.lastname@example.org Agenda available soon
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 - BPalmer@Cforia.com 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
- 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:
email@example.com 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
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.
- New Compliance Search Tool
- International Expansion
- US Data
To register send an email to firstname.lastname@example.org
- Dun & Bradstreet User Group
Monday, March 20th - details available soon
- 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,
- 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.