Credit & Accounts Receivable Spring Forum

Date: March 20 - 22, 2017                 

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


JW Marriott - New Orleans, LA        Hotel Registration online        Visit hotel & see details
614 Canal St
New Orleans, LA 70130

For Reservations, call:
800 228 9290  -or-  310 301 3000
Request the Group Rate for Credit Research Foundation

JW Marriott-New Orleans, LA

Check-in and Check-out

    Check-in: 4:00 PM
    Check-out: 12:00 PM

Topics to be covered at the 2016 CRF March Credit & A/R Open Forum

  • Unlocking a Financially Distressed Customer's Balance Sheet: Mining for Hidden Assets and Liabilities
  • Economic Update and Outlook
  • What a Senior Executive Can Learn About Their Business when Undertaking a Securitization Program
  • CRF Organizational Structure Research Project Results
  • Results of the 2015 Customer Deduction Survey: Overview and Summary of Findings
  • DIP Financing and Cash Collateral Arrangements: Panel Discussion
  • Small Business Owner Demographics: Attributes Supporting Risk Identification
  • CRF Open Forum

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 Professional 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 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. The agenda will be forthcoming.

    To find out more or to sign-up for this session: email session host
    Robin Walker at:

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.
    Click here for registration      Click here for agenda.     

Additional User Groups

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


  • CreditRiskMonitor User Group
    Monday, March 21st - 9am to 11:30am - Complimentary - Registration Required!
    Join CreditRiskMonitor for a morning of customer best practices and product updates at the Credit Research Foundation Forum. All subscribers and CRF attendees are welcome. Please feel free to bring a colleague! We will review what’s new in industry risk trends, share customer case studies and walk through the service for a refresher on what’s new as well as what can help you stay ahead of financial risk – quickly, easily and effectively. We hope to see you there!
    To find out more or to register: email host Kellyanne Tavani to reserve your seat


  • Creditsafe User Group
    Monday, March 21st - 9:00am to 12:00pm - Complimentary - Registration required!
    Creditsafe is offering a full training suite through its entire service. With Credisafe undergoing major enhancements to our global coverage in 2016 (International Reporting), this is definitely not one to miss. You will have specialists on hand to help regarding our services.
    Please feel free to bring a friend who has not seen Creditsafe before or who would like to learn more.
    For questions and/or to register: email Scott Garger at


  • Credit2B User Group
    Monday, March 21st - 10:00am to 12:00pm - Complimentary Session includes lunch - Registration required!
    Join Credit2B’s work-session on the usability, adoption and enforcement of Online Credit Applications and how they can improve speed and accuracy within your sales and credit process. Enabling sales reps to collect information more efficiently and overcoming barriers to adoption by the sales organization. Insights will be transcribed and shared after the event.
    To register for this session: CLICK HERE

  • Dun & Bradstreet - Special Event: User Group Session Introducing D&B Credit
    Monday, March 21st - 11:00am to 12:30pm - Complimentary Lunch - Registration required!
    Join Dun & Bradstreet for a very special luncheon event. We will be discussing how we are taking an innovative approach to using data and analytics to help our customers unlock the maximum value from their relationships — and introduce you to D&B Credit, the next-generation risk intelligence solution from Dun & Bradstreet.
    For questions and/or to reserve your spot, please email Kindra Harting-Smith at:

  • NACM National Trade Credit Report Users Group Meeting
    Monday, March 21st - from 9:30 – 11:30am – Complimentary – Registration required!
    Join us to explore and discuss the Portfolio Management Suite including our newest addition: Portfolio Risk Analysis (PRA). The PRA benchmarks performance against groups, industries and members. Learn to maximize this valuable (and free!) tool along with several new enhancements. You'll learn to better target risk, improve sales relationships, reduce DSO and prove your value.
    For questions and/or to reserve your spot, please email Michelle Herman at

  • Federation of Credit and Financial Professionals National Building Materials Wholesale Group Meeting
    Wednesday March 23rd - from 12:45pm to 5:00pm
    For questions and/or to register for this session, email session host Lyle Wallis at:

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.






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