Important Information About Hotel Reservations!

The foundation has been made aware that individuals are receiving calls from a company(ies) purporting to be:

Enabling reservations to our event
Holding rooms that are unavailable because the block is sold out
Some combination of the above

The calls are scams.  The Credit Research Foundation is not working with any outside organizations to provide hotel rooms – we only work with the event hotel. In addition, we NEVER provide your name or contact information to anyone. If you book through any person or site other than the link and phone number we provide below, we CANNOT guarantee that you will have a room when you arrive at the hotel. Please understand that these scams are impacting groups and events like CRF across the globe.


Exhibitor Information

Topics covered in the August agenda:

  • Electronic Transactions and Social Media: The latest legalities to be considered when operating a credit organization while using social media as an input in risk management
  • Technology and Financial Shared Services: Utilizing technology in an SSC to enhance performance, drive results and create global standardized performance in an organization
  • Artificial Intelligence – Learn 3 Ways Artificial Intelligence and Machine Learning Will Transform Modern Credit Management: (1) Automation of credit processes; (2) Superior credit decisions; (3) Improved customer portfolio management
  • The Morphing Discipline: The role defined, deliverables and skill set for tomorrow’s Order-to-Cash Leadership. What will the future credit leader be required to possess to successfully navigate the morphing discipline
  • The Insurance Industry/Credit Insurance: The latest application of insurance as a risk mitigation and sales growth tool – learn the ins/outs, fact/fiction when considering “insurance” as a business partner
  • Cyber Security: A look at the top 10 recent cyber security trends, an analysis of significant 2018 cyber events, the 10 best practices CEOs should consider, and the top questions CIOs should ask
  • State of the Economy: The latest update from the Federal Reserve
  • The CRF Open Forum: Real-time solutions to your pressing inquiries

Monday Morning User Group Meetings **Advanced Registration Required!**

The following organizations will be hosting complimentary User Group Sessions. Please note that separate registration is required for each session.

These complimentary sessions are ONLY for Credit and Risk Management Practitioners who are registered for the Forum – NO VENDORS PLEASE!

An insight into the requirements of commercial collection agency certification and licensing
Monday, August 13, 9:00 am – 11:00 am, Gourmet Coffee Bar – Separate Registration Required

Why is it critical to a credit risk professional to choose a collection firm that has qualified for certification?

Attend this unique user group session and learn the relevance of the certification process of Platinum Partner, Commercial Collection Agencies of America. You’ll learn why its certification requirements process serves as the prototype and standard for third party commercial agency membership within the Credit Research Foundation. We’ll share the operational standards and requirements of the preferred accreditation in the industry, which grants a Certificate of Accreditation and Certification only to qualified commercial collection agencies.

Start your morning off right with a special treat from the Gourmet Coffee Bar! Then settle in to gain insight as to what your company – the credit department, the C-levels and the audit teams – should look for when enlisting the services of a commercial collection agency.

Please email Angela McDonald to register for this session.

2018 How Global Order-to-Cash Process is Changing – All CRF Members Welcome
Monday, August 13, 9:00 am – 11:00 am, Breakfast included – Separate Registration Required

Global Accounts Receivable Portfolio Management is changing rapidly, and your department is at the forefront of change. Together we will explore these key topics:

  • Robotic Process Automation to realize 100% portfolio coverage…each 30 day cycle
  • Protecting the Financial Privacy of your Customers and new GDPR regulations
  • Financial Shared Services and Global Standards and Best Practices
  • Why in Aged Trial Balance data does not work for Collectors
  • How Smart Algorithms make your team more productive and more valuable to your company
  • Dynamic Worklists – Identifying and assigning the best priorities automatically
  • Manually processing “Invoice Reprint” requests kills your team’s productivity
  • What can my team realistically accomplish today? – Capacity-Driven Workflow

Register now by sending an email to Bradley Palmer or call 818-483-0089.

Gain Deeper Knowledge about the Companies in Your Portfolio, Presented by Nick Longo
Monday, August 13, 8:30 am – 10:30 am, Complimentary Breakfast – Separate Registration Required

Did you know?

  • 28 million businesses file tax returns in the US each year and 99% of them are private
  • 6 million businesses have employees and only 18,000 of those have more than 500 employees
  • 3,000 companies close each day, while about the same number open for business

This volatility puts financial pressure on suppliers and creditors. The combination of these business dynamics with the exponential growth of data increases complexity. Cortera provides smarter, faster ways to analyze data, predict behaviors and make decisions. By appending attributes to portfolios, prospect and supplier lists, we will help you gain deeper knowledge on the companies with which you interact in time to take action. Register for our user group session to learn how to maximize the flow of credit and mitigate operational risk in today’s ever-changing business environment.

Please email to register or visit


CREDIT2B & Billtrust User Group Session
Monday, August 13, 8:30 am Welcome Breakfast, 9:00 am – 11:00 am User Group Session – Separate Registration Required

Join us for an invitation only educational session in conjunction with the Credit Research Foundation’s Annual Expo.

Join us for a dynamic session with the experts from Billtrust and Credit2B. Learn how automation can make your team more effective in:

    • Artificial intelligence in credit scoring
    • Complete automation of credit applications and analytics
    • Best practices for credit card acceptance
    • Driving faster DSO with multiple payment strategies
    • From Smarter Sales to Smaller Collections
    • Billtrust’s View on Order-to-Cash Thriving in a CRM-centric World

To register please email Jennifer More, Event Manager, at

CreditRiskMonitor User Group Session
Monday, August 13, 8:30 am – 10:30 am, Complimentary Hot Breakfast – Separate Registration Required

8:30 am: Welcome / Hot Breakfast with Continental Selections
9:00 am – 10:30 am: User Group and Workshop

CreditRiskMonitor is a financial risk analysis and news service. Our strength in coverage spans 58,000 global public companies. We also offer solutions that help ease private company financial risk assessment. Leading corporations around the world – including more than 35% of the Fortune 1000, plus thousands more worldwide – rely on us to help them stay ahead of financial risk quickly, accurately and cost-effectively.

Agenda topics:

  • New private company solutions
  • Fundamental service preview
  • Trade Contributor Program enhancements
  • Subscription tips and tricks

To view a detailed agenda and reserve your seat, please click here.

Keeping Score: Scale Your Organization
Monday, August 13, 8:30 am – 10:00 am, Complimentary Hot Breakfast – Separate Registration Required

Please join Dun & Bradstreet for breakfast and user group event. This is Session 2 of our 3-part series about credit scoring, scaling your organization and processes to automate. During this session, we will discuss preparing the decision strategy to scale for automation, including:

  • Choosing the right event model(s) aligned to your business goals
  • Identifying the processes and applications that need to connect
  • Planning for incremental resources needed to successfully implement

NOTE: you can and should sign up for this session, even if you weren’t able to attend our first session in March.

To reserve your spot, please email Kindra Harting-Smith at: We look forward to seeing you in Orlando.

Think Differently: Credit Risk Management for the Modern Age
Monday, August 13, 8:30 am – 10:30 am, Complimentary Breakfast – Separate Registration Required

In the age of digital disruption, credit practitioners are asked to look differently at their business and explore new ways to increase automation, improve the customer experience, and increase profitability – all while mitigating risk. Experian will share industry best practices related to:

  • Streamlining the customer onboarding process through automated decisioning
  • Improving the customer experience with electronic online applications and mobile decisioning
  • Integration into 3rd party platforms leveraging APIs
  • Taking credit strategies to the next level with risk score validations, custom modeling, AI and Machine Learning
  • Increasing approvals on small businesses through blended data

Register now by clicking HERE.

Continuous Improvement of Results: Artificial Intelligence and Process Automation Keep Your Teams Moving Forward to Drive Results
Monday, August 13, 9:00 am – 11:00 am | Complimentary Breakfast | Free Registration – Separate Registration Required

Learn how Artificial Intelligence creates a continuously improving environment while Process Automation makes your teams more efficient. Also, get a look at the newest release of GETPAID and network with current GETPAID users to share best practices for driving results.

Visit to register for the session.

Credit and A/R Leaders’ Guide to Integrated Receivables: ROI, Change Management and Real-World Examples
Monday, August 13, 8:30 am – 11:30 am | Complimentary Breakfast | Free Registration – Separate Registration Required
Room: Cordova 2

Key Takeaways:

  1. Understanding real-world use cases for how to integrated your credit-to-cash workflow for better operating results
  2. How to gain stakeholder buy-in and manage change as you integrate process across multiple A/R silos
  3. Develop an understanding of the types of problems AI and ML can solve in your environment and which ones it can’t


  1. Credit and A/R Leaders Guide to Integrated Receivables – Navigating Process Transformation
  2. What does Your Future Look Like? Use-Cases for AI for Everyday Credit and A/R
  3. NACHA Explains A Success Framework for Faster B2B Payments – Same Day ACH, Virtual Cards and Real-Time Payments

Limited Seating | Email or call 281-972-2102 to register.

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.

Federation of Credit and Financial Professionals – National Building Materials Distributor Best Practices Group
Wednesday, August 15, from 1:00pm to 5:00pm – Snack included – Separate Registration Required!

Open to Building/Construction Material Distrubutors. Members are Senior Level Professionals interested in discussing best practices in the Order-to-Cash Discipline.

For questions and/or to register for this session, email session host Yesinne Alvarez at: 
or call 646-442-3467


CRF Forum Registration Attendance Policy

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. Processing fee of $75 is not refundable. If your registration was part of your membership benefits, please extend us the courtesy of notification!

Hotel Information

JW Marriott Orlando Grande Lakes
4040 Central Florida Parkway
Orlando, FL 32837

Reserve Today!

Make Hotel Reservation Online
Or Reserve by phone:
Request the Group Rate for Credit Research Foundation – $189
Limited space available – Room Block ends Monday, July 16, 2018

Our Platinum Partners