Credit & Accounts Receivable Open Forum

Date: October 20 (1/2 day) 21 & 22 (full day) (1/2 day) 2014

     This CRF Open Forum is Sold Out.

             Printable Agenda


JW Marriott Atlanta Buckhead      

3300 Lenox Rd NE, Atlanta, GA, 30326

Visit the Hotel and make reservation online

Call: Hotel Group Reservations: You can call to make reservations: 1 (800) 228-9290 or (404) 262-3344.
Tell them you are registering for the Credit Research Foundation meeting to get the Group Rate of $176.00 (+ Tax).
The CRF room block ends September 29, 2014
This will be another SOLD OUT event! Room availability is limited - so book NOW!

At the JW Marriott Atlanta Buckhead in Atlanta, you'll be minutes from Lenox Square and close to Legoland Discovery Center. This 4-star hotel is within close proximity of Phipps Plaza and Atlanta History Center. With the MARTA train station across the street, Downtown, Midtown, and Atlanta's Hartsfield Airport are just a short ride away. Designed to surpass the demands of sophisticated travelers, this hotel provides award-winning service with meticulous attention to detail.

    CRF Hotel Discounts:

  • Discounted parking $15.00
  • Complimentary use of hotel fitness center
  • Area Airports

  • Hartsfield-Jackson Atlanta International Airport - ATL
    Hotel is 18 miles from airport

    Driving Directions

    From the Airport
  • Take Interstate 85 North to GA-400 North and continue to exit 2 for Lenox Road. Turn right and follow Lenox Road through three traffic lights to the entrance of Lenox Square Mall. Turn right into the mall then make an immediate left onto the access road. Follow signs to the hotel, which will be on the right.
  • This hotel does not provide shuttle service.
  • Alternate transportation: MARTA, Bus, Taxi
  • Estimated taxi fare from and to airport: $42.50 USD (one way)

             CRF Forum Registration Policy - see bottom of page

SAP and Oracle sessions

Monday morning 8am to noon prior to the Forum join the most dynamic User Groups for either SAP or Oracle that focus on 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.

Various Credit Information Provider Users' Groups

Wednesday afternoon. Free to all Forum attendees who are subscribers to the services; but you MUST register for them. See below for registration and details.

October CRF Forum Program

  • Issues to Consider when Selling Abroad – Alice Knight, Vice President of Finance & Administration, Paper Products Marketing USA. Alice, who has an extensive background in export credit, shares thoughts and ideas that should be considered when selling abroad. She will discuss how one initiative that may be considered a best practice may in fact have a negative impact on other areas in the process of selling abroad. She will offer suggestions to a balanced approach of accepting risk and maintaining market share when selling to overseas customers.

  • Bankruptcy – U.S. vs. Canada vs. Mexico - Larry Gottlieb, Partner, Cooley LLC. A major Mexican customer files for bankruptcy. Do the same rules apply that apply to a U.S. bankruptcy? Not likely. Larry Gottlieb will lead a panel discussion looking at bankruptcy laws in Mexico and Canada and compare the process of complying with Canadian & Mexican laws to compliance with the rules and regulation that govern U.S. bankruptcies.

  • Rethinking Risk – Jeff Parisi, Business Development Manager, Equifax Commercial Information Solutions. Turning Your Credit Team into Sales Enablers: Leveraging Cloud Technology to Drive Revenue and Reduce Risk.
    Attendees will learn:
    • To identify process gaps and bottlenecks that could be slowing decisions and frustrating customers
    • New operational models that can simplify risk assessment and application review
    • The benefits of improved cross-functional visibility and collaboration
    • The results achieved by other organizations employing cloud technology for credit management

  • Economic Update William Strauss, Federal Reserve Bank of Chicago
    Bill is a senior economist and economic advisor in the economic research department at the Federal Reserve Bank of Chicago, which he joined in 1982. His chief responsibilities include analyzing the current performance of both the Midwest economy and the manufacturing sector for use in monetary policy. He produces the monthly Chicago Fed Midwest Manufacturing Index and organizes the Bank's Economic Outlook Symposium and Automotive Outlook Symposium. In addition, he conducts several economic workshops and industrial roundtables throughout the year. He is a frequent speaker at CRF Forums.

  • Benchmarking the Receivable Management Function – C.J. Wimley, Chief Operating Officer, SunGard, AvantGard Receivables, LLC C.J. will lead an interactive discussion based on the results of a major benchmarking study conducted by SunGard AvantGard Receivables seeking methods employed by the receivable management community lending to best practices in the management of the receivable portfolio.

  • Profiles in Success: Developing a World Class Shared Services Organization – Chris Rios, Corporate Credit Manager, Dun & Bradstreet Corporation Chris who is senior leader, finance operations discusses his responsibility for identifying global process improvements as it related specifically to company resources, centralization of processes, leveraging existing tools and systems across all markets and ensuring accountability by work stream owner(s). This was achieved using a multi-phase approach which he will discuss in detail.
  • Shared Services Panel Discussion A panel comprised of CRF members who are engaged in the shared services process will discuss their experiences with Outsourcing, Insourcing, Offshoring and what procedure needs to take place in the event an outsourced process has to be brought back in house.

  • Why I need to learn about Supplier Risk Assessment - Al Carmenini, Senior VP, Product Development, CreditRiskMonitor & Alvin Moreno, Credit & A/R Administration Manager, Nestle SA – During the last 5 years Supplier financial risk assessment has broadly become a responsibility of the receivable management function. More recently these managers have broadened their assessments to include other Supplier risks.

    What are these other risks? How do these managers provide value? Learn the answers to these questions & more as the key findings of a new CRF survey is presented. It will also include input from leading Procurement Managers describing their “Top 10” list of supplier risks keeping them up at night.

    The second part of the session will feature a seasoned supply risk practitioner (with roots in credit risk) discussing supplier risks that companies face today. Thoughts will be offered on why supplier risk assessment is a natural evolution for credit professionals. Alvin will show why supplier financial risk ramifications can be more disruptive to a company than customer financial risk. He will conclude with his own set of “Top 10” list of supplier risks that concern him today.

    Don’t miss this session to broaden your value to your company, save your company significant dollars and advance your career!

  • The CRF Open Forum
    In this session, 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 and Oracle users

Monday morning 8am to noon prior to the Forum, join CRF for our dynamic ERP Work Shops 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 and 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 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 facilitator
    Robin Walker at:      Oracle agenda available soon.

CRF - SAP Users Group

Additional User Groups

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


CreditRiskMonitor User Group 

  • CreditRiskMonitor Users -
    Wednesday 10/22/2014 - 1 PM to 3:30 PM
    THERE IS NO FEE FOR THESE SESSIONSP MEETING but registration is limited and admission is for password/contract holders only.
    To find out more or to sign-up for either session: email host Al Carmenini to reserve your seat


National Building Materials Wholesale Group - Hosted by CREDIT2b

  • National Building Materials Wholesale Group - Hosted by Credit2B
    Wednesday, October 22, 2014: 12:45 PM to 5:30 PM. THERE IS NO FEE FOR THIS USER GROUP MEETING but registration is limited.
    For questions and/or to register for this session: email session host Kerry Prata at:

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 cannot 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.

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