Meeting Highlights:

• Education-Focused Agenda

• Executive Leadership Roundtable

• Peer-to-Peer Networking

• Personal Development

Agenda Highlights

The March Forum will deliver a concentrated lineup of sessions designed to help credit, finance, and order-to-cash leaders navigate the operational, economic, and technological shifts shaping 2026. Key topics include:

• Building the Business Case for AI in the Order-to-Cash Cycle
  How to influence executive leadership, quantify ROI, and identify the highest-return entry points for AI adoption across cash application, collections prioritization, credit decisioning, and payment-behavior analytics.
• Bankruptcy Trends and Case Law Insights: What Credit & Finance Leaders Need to Know
  Experts will provide an update on recent bankruptcy trends, highlighting the sectors most impacted and the signals practitioners should monitor. They will also share insights on what to expect in the short term, along with key takeaways from recent case law developments. This session will equip attendees with a forward-looking perspective and practical considerations for managing credit risk in a shifting legal and economic environment.
• Best Practices to Maximize Third-Party Collections
  Strategies that consistently improve recovery results, including optimal placement timing, documentation quality, dispute-resolution workflows, agency oversight, incentive alignment, and tech-enabled communication methods.
• Economic Outlook 2026: Labor Markets and Regional Growth Leaders
  A data-driven examination of labor trends, hiring patterns, mobility indicators, and state-level economic strength. Insight into which regions are positioned for outperformance and what that means for portfolio stability and customer risk.
• Acquisitions, Divestitures, and the Hidden Realities Inside Accounts Receivable
  What credit leaders must evaluate during M&A due diligence: aging integrity, dilution exposure, customer concentrations, unrecorded credits, TSAs that protect OTC continuity, and purchase-accounting impacts such as post-audit adjustments.

These discussions are structured to deliver practical intelligence and actionable tools that strengthen decision-making, sharpen risk management, and support operational performance across the credit and finance landscape.

Make plans now to join us in Charleston! REGISTER now!

Hotel Information

Charleston Marriott
170 Lockwood Boulevard
Charleston, SC 29403

CRF group rate: $229/night +tax/fees
*Must mention Credit Research Foundation Forum when reserving or use link provided below for online reservations
Limited rooms available at this rate.
Room block closes February 27, 2026.

A link to make your hotel reservation online at our discounted rate will be made available.
To Reserve by phone: 800-649-9375
Don’t forget to mention the Credit Research Foundation event/Forum if you call to reserve.

CRF Forum Registration Attendance Policy

All registration rates include a $150 processing fee, which is not refundable.

Having accurate attendance numbers is vital to our planning process. Therefore, if your plans change and you are unable to attend, please extend us the courtesy of notification! Monetary guarantees are provided to the hotel, and materials are produced and shipped 2 weeks prior to each event. Therefore, absolutely NO refunds of registration fees will be allowed unless notification is received in advance of that window.