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
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, September 22, 2017 - so book NOW!
- 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:
To reserve your spot, please email Lori Ziegler at firstname.lastname@example.org
- 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
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
To register for this session
- 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
Cforia Users & Invited Guests -
Monday, October 23 from 11:00am to 12:30pm - Complimentary, Lunch Included - Separate Registration Required!
CREDIT2B User Group
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 email@example.com
To register for this session with lunch included
Creditsafe User Group
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:
And, you don't want to miss the demonstration of our new global portfolio benchmarking platform. We look forward to seeing you there.
- Protect cash flow by reducing DBT and bad debt
- Achieve operational efficiency
- Support credit policy compliance
- Accelerate revenue
To reserve your spot, please email Kindra Harting-Smith
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:
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:
CRF - Oracle Users Group
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.
- As always, in conjunction with our Forum, CRF will conduct an Oracle User Group session on
Monday morning from 8 AM to 11:00 AM
immediately prior to the start of the CRF Forum.
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
For questions and/or to register for this session, email session host
Yesinne Alvarez at: firstname.lastname@example.org
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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