Credit & Accounts Receivable Forum

October 23 - 25, 2017

Remember. . this is Barbara's last meeting before retirement -
Come to say "Good-Bye" and Best Wishes in person!

Click here to register for Forum on-line       Click here to print & FAX registration form         Printable Agenda

Forum Location: 
Marriott Harbor Beach      

3030 Holiday Drive
Fort Lauderdale, Florida 33316

Visit the Hotel and make reservation online

OR Call Hotel Group Reservations: You can call 1-800-222-6543 to make reservations. Tell them you are registering for the Credit Research Foundation meeting to get the Group Rate of $224.00 (+ Tax).
- Discounted self parking $12.00 daily
- Discounted in-room Internet Service $6.95/day
The CRF room block ends Friday, October 6, 2017 - so book NOW!

Forum Topics

  • What are the Real "Costs to Service" a Customer
  • Panel Discussion: Behavioral Scorecard Development - The Latest Concepts
  • Fed Policy Creation and Economic Update
  • GAP & FASB Standards: What's Different and What You Need to Know
  • "Behind Closed Doors" - What Role Does a Bankruptcy Judge Play
  • Payment Trends: What's Hot and What's Not from the Federal Reserve Study
  • Insolvent Customers, Supplier Pacts and the Anti-trust Laws
  • Small Business: Current Trends, Issues and Opportunities
  • The CRF Open Forum - Real Time Peer-to-Peer Exchange of Needs and Experiences

Monday Morning User Group Meetings
**Advanced Registration Required!**

These complimentary sessions are ONLY for Credit and Risk Management Practitioners who are registered for the Forum - NO VENDORS PLEASE!

ARMS/Creditntell/F&D Reports - Strengthen your ARMS skills and join us for a "Risk Free" Breakfast Presentation

Monday, October 23 - 9:30am to 11:00am - Breakfast included - Separate Registration Required!

Please join Representatives from ARMS/Creditntell/F&D Reports Chuck LeWinter & Lori Ziegler as they demonstrate the ARMS service in its entirety. They will cover recent enhancements to ARMS Dashboard Technology, Private Company Coverage and Module Comprehension. Areas of discussion include:
  • Review of ARMS Credit Intelligence Dashboard
  • Demonstration of ARMS Credit Executive Report
  • ARMS Dashboard Navigation/ARMS Dashboard Personalization
  • Automated and Customized ARMS Portfolio Management
  • New Customer Concentration Map
To reserve your spot, please email Lori Ziegler at

Billtrust - Grab a refreshment and get up close and personal with other like-minded credit professionals on industry best practices, trends and new technologties.

Monday, October 23 - 9:00am to 10:30am - Refreshments included - Separate Registration Required!
Two Billtrust senior managers, Darrin Brown, formerly Manager, Corporate Collections & Dispute Resolution at YRC Worldwide and Kerry Depew, formerly Treasurer of Total Quality Logistics, will share best practices and lead the discussion on: The AR-AP dilemma and how we can work together using automation
  • Best practices for accepting credit cards and how to deal with emailed credit card payments
  • Keeping the cash application process simple, accurate and automated with the right technology
  • What is Robotic Process Automation and Artificial Intelligence and how do they apply to my day job?
  • What pain points would you like to see solved to improve your business or make your team's job easier?
  • A sneak peek of several new product enhancements coming soon from Billtrust
To register for this session CLICK HERE

CREDIT2B User Group

Monday, October 23 - 11:00am to 12:30pm - Complimentary, Lunch Included - Separate Registration Required!
Join us for a complimentary lunch session that explains in simple terms the value of using Big Data and Machine Learning in predicting late payments as well as bankruptcies. Machine Learning algorithms give us the power to achieve an unprecedented prediction accuracy using big and diverse data from all potential sources. At Credit2B we have applied these methods to significantly improve predictiveness of credit delinquency scores using vertical industry Medicare data in healthcare (e.g., hospital distress scores). We also learned how these algorithms enhance the Z-score without changing the score elements but simply letting the machine dynamically adjust the score weights as the global macro-economic environment changes. Through this session we will discuss lessons learned in the use of industry-specific scores and why in this century, we as credit practitioners, have to pay attention to the science of big data and machine learning. CRF is releasing a white paper on this topic soon!
For more information contact Roxanne Nazzaro at 646-442-3496 or
To register for this session with lunch included CLICK HERE

Creditsafe User Group

Monday, October 23 - 10:00am to 11:30am - Complimentary Refreshments - Separate Registration Required!
Join Creditsafe and learn about its latest expansion for international data availability in the Middle East and North Africa. Also, we will be covering our new KYC, AML and OFAC Global Compliance check. Creditsafe now has a global database of 240 million companies and we are excited to show you how we are delivering data in the digital age.
For questions and/or to register for this session, email session host Scott Garger at or Maureen Brennan at

Dun & Bradstreet User Group - Trade Payment Data: Building an Accurate Picture of Your Customers' Payment Performance

Monday, October 23 - 11:00am to 12:30pm - Complimentary Lunch - Registration required!
Please join Dun & Bradstreet for a very special luncheon event. During our lunch session, we will discuss best practices and benefits of using trade payment data to compare your customer base to all the payment performance data in Dun & Bradstreet's global database. Areas of discussion will include the impact and opportunities for your organization:
  • Protect cash flow by reducing DBT and bad debt
  • Achieve operational efficiency
  • Support credit policy compliance
  • Accelerate revenue
And, you don't want to miss the demonstration of our new global portfolio benchmarking platform. We look forward to seeing you there.
To reserve your spot, please email Kindra Harting-Smith at:

HighRadius - SAP User Group and Lunch & Learn

Monday, October 23 - 7:30am to 12:45pm - Complimentary Light Breakfast included - Optional Lunch & Learn (see below) Separate Registrations Required for each session!

SAP USER GROUP - 7:30am to 11:30am
Join HighRadius, Roche and SAP to hear how to best leverage SAP to streamline credit operations and learn how an integrated approach to accounts receivable supports business growth, as it eliminates redundant, manual work and streamlines credit-to-cash processes.
  • What's New with SAP? SAP will share the latest innovations in S/4HANA that enable credit departments to streamline credit operations, ensure compliance to credit policies and reduce credit risk exposure through real-time credit reviews and credit agency notifications.
  • How Roche Built a Scalable Platform to Process $400 Million Receivables for 7,000 Active Accounts: Judy Wagner, Director of Corporate Credit at Roche Diagnostics will share how they employed a scalable receivables system that supported 80% sales growth over four years without any negative impact on KPIs including DSO, past-due A/R and bad debt.
  • How to Empower Credit Leaders with SAP S/4HANA and Fiori Apps and Reduce Credit Risk Exposure: HighRadius will discuss the latest innovations in S/4HANA that will enable credit departments to streamline credit operations, ensure compliance to credit policies and reduce credit exposure.
  • To register for this session with light breakfast included: CLICK HERE

    LUNCH & LEARN - 11:30am to 12:45pm
    How Acosta Manages More Than Half a Million Claims for the Largest CPG Companies in the World - Andrew Morris, Vice President, Business Process Solutions
    23 out of the 25 largest CPG companies in the world outsource their marketing and sales functions to Acosta, including receivables and deductions operations with more than half a million claims annually. Discover the technology that allowed Acosta to automate the claims process and focus the in-house team on customer-centric issues and process improvement.
    To register for this session with lunch included: CLICK HERE

    Additional User Group Meeting(s) on Wednesday
    The following Industry Partner User Group Meeting(s) are provided for CRF Forum attendees by their individual sponsor.

      Federation of Credit and Financial Professionals - National Building Materials Wholesale Group Meeting
      Wednesday, October 25 from 1:00pm to 5:00pm - Caribbean II

      Richard Hastings, Macro Strategist at Seaport Global, will analyze trends in real estate markets and consumer sentiment, followed by a best practices discussion. Members of this group are Senior Level Order-to-Cash professionals in the Building Materials Distribution/Wholesale Industry.
      For questions and/or to register for this session, email session host Yesinne Alvarez at:
      or call 646-442-3467


    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 after October 9, 2017. Thank you for your consideration!

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

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