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Current and Upcoming Events

Credit and Accounts Receivable Forums

CRF produces three Forums each year in various cities around America.  Each Forum provides approximately nine sessions on a variety of subjects and always include our feature session, the Open Forum where everyone joins in helping others with operational issues facing their organization.  This is always a notable experience that you will want to take advantage of.

Our Forums provide the opportunity to participate in an open discussion of contemporary concerns of credit and accounts receivable management by offering expert information by credit professional's for credit professionals.  They further provide the opportunity to network with others by exchanging ideas, sharing experiences, and discussing ongoing problems in your endeavor to find practical solutions to today's workplace problems.

CRF Forums focus on structuring, organizing, and effectively managing the credit function. The three Credit and AR Open Forums are presented from a managerial and operational perspective and helps increase efficiency when organizing credit responsibilities. Concepts of functional structure, service quality, and the use of technology are included in the discussions. Because the role of the credit department varies widely among credit organizations, the number of different activities housed within the function and the challenge of limited staff resources are also discussed.
The forums present a unique opportunity for participants to meet and discuss common challenges with their peers.

• Credit & Accounts Receivable Open Forum & EXPO
  - August 18 (1/2 day), 19 (full day) & 20 (1/2 day) 2008
  Hyatt Regency, 1300 Nicollet Mall, Minneapolis, Minnesota
• Credit & Accounts Receivable Open Forum
  - October 20 (1/2 day), 21 (full day) & 22 (1/2 day) 2008
  Doubletree Hotel San Diego-Mission Valley, 7450 Hazard Center Drive, San Diego, California
• Credit & Accounts Receivable Open Forum
  - March 16 (1/2 day) 17 (full day) & 18 (1/2 day) 2009
  Marriott Hotel, 1400 Parkview, Manhattan Beach, CA
• Credit & Accounts Receivable Open Forum
  - August 10 (1/2 day), 11 (full day) & 12 (1/2 day) 2009
  Embassy Suites Downtown Lakefront, 511 North Columbus Drive, Chicago, Illinois
• Credit & Accounts Receivable Open Forum & EXPO
  - October 19 (1/2 day), 20 (full day) & 21 (1/2 day) 2009
  Hilton, 600 Commonwealth Place in Downtown Pittsburgh, PA

Credit Research Foundation Workshops

CRF Workshops are a focused session on a particular subject.  These sessions afford participants a smaller, more intimate setting where they can share ideas and learn from subject matter experts in the field of their topic.  Lasting from one to several days, these in-depth but intense programs will clearly meet your training needs.

• 1. Collection Training and Skills Development
  June 10, 2008 --- Philadelphia, PA
  Presented in cooperation with Commercial Collection Agency Association of the Commercial Law League of America by: Mr. Emil Hartleb, Executive Director, Commercial Collection Agency Association and Mr. John Zimmer, President of Receivable Training Associates.
  This workshop is based on the premise that there are essentially four principles that make up the basis for excellent accounts receivable collection practices. They are:
  • Collect the money
  • Maintain a systematic follow-up
  • Get the customer to discuss the account, and
  • Preserve good will.
  This collections training workshop will train employees responsible for collections in the basic tools and concepts that the collection personnel need to understand in order to grow, succeed and become master collectors.
  
  To register for this workshop, click here

• 2. Managing Customer Deductions - Take Control of Deductions
  June 11, 2008 --- Philadelphia, PA
  The Credit Research Foundation is pleased to present this "can't miss" workshop on deduction management strategies and best practices in association with well known deductions expert, Jessica Butler of Attain Consulting Group. This interactive workshop will provide attendees with practical tips and advice in the following areas:
  • Deduction Basics
  • Negotiation Tips & Strategies
  • Successful Customer Settlements
  • Building Effective Cross-Functionsl Teams
  • Measuring Performance and Managing Vendor Scorecards
  • Deduction Benchmarks - Results of the CRF Customer Deduction Survey
  To register for this workshop, click here

Check back frequently as new Workshops are being planned for 2008 on:

• Collection Training and Skills Development
  
• Collecting from the Federal Government
  
• Credit Scoring Workshop
  
• Understanding Your Customers Through Financial Statement Analysis
  
• Elements of Business Credit - A primer for a career in business credit
• Negotiation Skills
• Customer Disputes and Resolution
• and many more

Credit Research Foundation Webinars & Audio Conferences

CRF Audio Conferences and Webinars are designed to bring you relevant, topical information on a wide range of subjects from the technical to the soft skills of managing one of the largest assets on the corporate balance sheet. These programs designed especially for today's busy credit professional run just 60 minutes. You have access to in-depth coverage of an ever-changing array of current topics including new and revised regulations and the latest trends and developments in the field of credit, accounts receivable and customer financial management.

Customer Deductions Fundamental Lessons & Best Practices
June 4, 2008  2:00 PM, EST (1:00 p.m. CST; noon MST; 11:00 a.m. PST)
Join the Credit Research Foundation and Jessica Butler, Principal of Attain Consulting Group on June 4th for 90 information-packed minutes as Jessica shares her expert advice to help you Take Control of Deductions. During this session you will learn:

• Strategies and tactics to improve profitability by reducing and controlling deductions.
• Steps you can take to calm the deduction chaos and break the deduction cycle.
• Keys to success in proactive deduction management.
• Why all deductions are not created equal and how to effectively manage each type.
• Best practice snapshots in the following critical areas:
  • Cross-functional teams,
  • Managing retailer compliance requirements,
  • Overcoming internal challenges,
  • Controlling post audit deductions