2022 August Forum & EXPO Agenda

Monday, August 8, 2022
9:00am – 11:30am

SAP Best Practices Discussion Session

Presented by CRF

Learn and share experiences with others in this peer-to-peer best practices discussion.

CLICK HERE for details and registration for this session.

Monday, August 8, 2022
12:00pm – 2:00pm

EXPO & Lunch

The exhibit hall will officially open at noon. Join us to network with some of the top service providers in the industry, as well as your peers, and fuel up with lunch before the Forum sessions begin!

Monday, August 8, 2022
2:15pm – 3:00pm

Managing Working Capital (AR & AP)

AI as a Staple in Revenue Cycle Management

Presented by Neeraj Gupta, VP of Product Management, FIS

For centuries Accounts Receivable (AR) and Accounts Payable (AP) departments have operated in silos. While they each have their own give and take when it comes to revenue cycle management, they both ultimately have the same goal; to improve the company’s bottom line. So, why are these two departments, which are major components of working capital, still operating independently? When you look externally, AR and AP departments are constantly in a tug-of-war battle pushing work on each other. When one side makes an improvement, it creates more work and headaches for the other side. It does not have to be that way.

In this session you will Learn:

  • How AR and AP departments can work together with digital applications
  • Why technology can breakdown these individual silos of AP and AR
  • What artificial intelligence (AI) can do to improve revenue cycle management both internally and externally for your business

Monday, August 8, 2022
3:00pm – 3:45pm

Using Emotional Intelligence to Support Success in the Workplace – Executive Personal Development

Presented by Janine Friedman, Choice Training & Coaching Solutions

Did you know that your success in the workplace (and in life) is more impacted by your EQ (Emotional Intelligence Quotient) than your IQ? Or that the higher you go in an organization, the more important your EQ is?

Join us for a lively discussion on the set of skills that make up Emotional Intelligence including being aware of our reactions to others, our ability to manage our moods at work, being able to handle change, taking initiative, having teamwork skills and more.

As daily work life continues to become more stressful, recognizing how emotions impact work performance has never been more important. The good news is that unlike IQ, our Emotional Intelligence Quotient (EQ), can continually develop and grow.

This program will provide specific strategies that will allow you to develop your abilities in the four core areas of Emotional Intelligence:

  • Self- Awareness
    • Your ability to accurately perceive your own emotions in the moment and understand personal tendencies across situations.
  • Self-Management
    • Your ability to use awareness of your emotions to actively choose what you say and do.
  • Social Awareness
    • Your ability to accurately pick up on emotions in other people and understand what is really going on.
  • Relationship Management
    • Your ability to use awareness of your emotions and those of others to manage interactions successfully.

Monday, August 8, 2022
4:00pm – 6:00pm

EXPO & Reception

Join us for a reception in the exhibit hall – grab a drink and some appetizers as you take another spin around the EXPO and discuss your needs with the industry’s top service providers!

Tuesday, August 9, 2022
7:00am – 8:30am


Fuel up with coffee and breakfast before heading into the morning sessions! This is also a great opportunity to chat and network with other attendees.

Tuesday, August 9, 2022
8:30am – 9:00am

Opening Comments

Opening comments and reminders from the Board Chairman and CRF team.

Tuesday, August 9, 2022
9:00am – 9:45am

Environmental, Social and Governance (ESG) Concerns in Risk Decisioning

Understanding the Intersection of ESG and Credit Risk

Presented by Jason Mortara, ESG Product Manager, Dun & Bradstreet

With ESG regulations, guidelines and disclosures gaining momentum, it’s more critical than ever for companies to understand how ESG criteria – greenhouse gas emissions, safety management and corporate governance to name a few – can affect credit risk. What is the correlation between higher ESG scores and lower delinquency rates? How can ESG data play a role in credit models? In addition to assessing customers, how should companies think about ESG within their own strategies?

Learn how ESG affects the credit risk landscape. Get practical advice on:

  • Improving the ESG credit risk landscape
  • Understanding the correlation between positive ESG rankings and financial performance
  • Using ESG data in credit models and risk assessments
  • Addressing the path forward – where are we headed?

Tuesday, August 9, 2022
9:45am – 10:30am

Data Privacy Compliance Requirements

Data Rules!

Presented by Scott Galt, Peter McLaughlin and Casey Waughn, Armstrong Teasdale

Following on their 2021 Digital Transformation presentation series with CRF, Armstrong Teasdale lawyers will introduce attendees to a comprehensive patchwork of security and privacy laws internationally. The presentation will discuss the enforcement of privacy laws by the government as well as self-regulation by industry leaders. Particular attention will be paid to the various regulatory and legal regimes, including guidance from the Federal Trade Commission and Department and Justice, and new statutes in California, Colorado, Utah, Canada and China. The balance of the presentation will be to discuss the measures that the regulators are taking including the substance of warning letters from the California Attorney General’s Office and workshops they have been conducting, and what credit professionals can learn from these outreach efforts. What you will learn:

  • Global regulatory body expectations as to data privacy compliance
  • New legislation impacting organizations doing business in California, Colorado, Utah, Canada and China
  • Enforcement steps being taken by regulators including warning letters from the California Attorney General’s Office

Tuesday, August 9, 2022
10:30am – 10:45am


Tuesday, August 9, 2022
10:45am – 11:45am

Tax Exempt Certificate Process

Solve the Conundrum of Compliance – Build, Buy and/or Outsource

Presented by Matt Farrar, Finance Director, Uline; Cherie Julius, Senior Manager, Uline; Silvia Aguirre, VP Certificate Management, Avalara

This two-part session combines an in-house program with a practitioner overview of how Uline addresses tax exempt certificates for compliance with a secondary discussion on best practices in technology and outsourcing for a holistic view of maintaining the tax-exempt discipline. The two experts provide a holistic and unbiased view on the options in maintaining the practice in alignment with local and federal regulations. By attending this session, you will learn:

  • A holistic view of the options you have to support the tax-exempt certificate process
  • A practitioner’s approach to maintaining compliance in an effective and efficient environment
  • An understanding of best-in-class software and outsourcing options for a balanced approach with the practitioners’ decisioning on how to approach the task

Tuesday, August 9, 2022
11:45am – 1:00pm


Join us for a delicious lunch! A well-deserved break and an opportunity to network with attendees while you fuel up for the afternoon sessions!

Tuesday, August 9, 2022
1:00pm – 1:45pm

Global Accounts Receivable Moves to a Different Beat

Presented by Brian Morgan, Blackline

This session will discuss how to provide visibility and control while implementing actionable and insightful business strategies across a global portfolio.

Key Takeaways:

  • Understanding the differences and needs between domestic and international receivable management
  • How to support compliance and privacy requirements for cross border transactions
  • Create simple and actionable processes to meet customer expectations and internal controls

Tuesday, August 9, 2022
1:45pm – 2:30pm

Claims Sales and Trending Restructuring Activity

Presented by Bradford J. Sandler and Scott Hazan, Pachulski Stang Ziehl & Jones; Scott Friedman, Head of Trade Claims and a member of the investment team at Olympus Peak Asset Management

Senior credit professionals will explain their new strategy (post-COVID) of serving on creditors’ committees in today’s hybrid-model and the “real experience” of being “under the tent” in a bankruptcy case, and how that serves as a significant loss prevention measure.

Legal Subject Matter Experts will discuss issues you need to be aware of when deciding how to manage a bankruptcy claim and what Best-in-Class organizations have done recently.

What you will learn in this session:

  • How to communicate options to your CFO
  • Options to consider when deciding to sell a bankruptcy claim
  • The benefits and pitfalls of selling a claim
  • Benefits of serving on a Creditor’s Committee

Tuesday, August 9, 2022
2:30pm – 3:00pm


Grab some coffee, tea, water or soda and a TREAT…chat with attendees…then return refreshed for the final sessions!

Tuesday, August 9, 2022
3:00pm – 3:45pm

Understanding Digital Lockboxes: What Got You Here Won’t Get You There

Presented by Flint Lane, Founder & CEO, Billtrust

If what got you here were paper checks, bank lockboxes and an office-based AR, what will get you there are digital payments, digital lockboxes, and the ability to support a remote workforce. And while digital payments solve a lot of issues and make buyers happy, they also can be more expensive for suppliers to process, and remittance can come separately from the payment, most often in an email, leading to manual processing headaches. During this presentation, you’ll learn about the concept of a “digital lockbox,” which automates, captures and processes remittance data from email and accounts payable portals, while formatting it to be compatible with an AR system…all while giving you the ability to more effectively accept digital payments and provide world-class customer service.

You’ll also learn:

  • Why it’s important to make it attractive for buyers to digitally transact with you
  • The difference between automation and digital adoption
  • Why the one-two punch of an online billing site and a digital lockbox are table stakes for a modern business
  • How AP teams can solve the proliferation of AP portals
  • How today’s digital lockboxes allow buyers and sellers to digitally transact without massive behavioral or technology changes, creating a future where paper checks virtually disappear

Tuesday, August 9, 2022
3:45pm – 5:00pm

Driving Change in People, Process & Technology: Executive Leadership Roundtable (Interactive Workshop)

Presented by CRF

This session is an interactive dialogue amongst peers regarding People, Process & Technology issues and concerns affecting their organizations.

Wednesday, August 10, 2022
7:00am – 8:30am


Join us for coffee/tea and breakfast to fuel up for the final day of the Forum!

Wednesday, August 10, 2022
8:30am – 9:30am

Summary of Survey Results on Roles, Responsibilities, and Related Compensation

Presented by Matt Skudera, Chief Content Officer, Mike Bevilacqua, SVP Research & Education and Yesinne Alvarez, Chief Development Officer, Credit Research Foundation

The roles and responsibilities of today’s order-to-cash executives continue to evolve with responsibilities focused on Working Capital & Revenue Cycle Management. This session explores, through CRF member research, the changes that have taken place across the order-to-cash process. The session will also review Executive Compensation.

This session will address:

  • Roles and Responsibilities of CRF Membership
  • The changing landscape over the last 5 years
  • Executive compensation and key attributes related to the same

Wednesday, August 10, 2022
9:30am – 9:45am


Wednesday, August 10, 2022
9:45am – 10:30am

The Impact of Supply Chain Struggles, Inflation and Recession

Presented by Steve Isberg, Ph.D., Senior Research Fellow, Credit Research Foundation

Economic update on the most important issues impacting the order-to-cash professional as you navigate risk and working capital for your organizations.

Wednesday, August 10, 2022
10:30am – 12:00pm

Open Forum

The Open Forum is often one of the most highly rated sessions at our live events. This is an open discussion session giving all attendees a chance to participate – ask questions and/or provide answers to others. As always, this Open Forum session allows for immediate feedback from your peers on the questions/topics that are important to YOU!

Please be sure to submit any questions or topics you would like to discuss on the registration form.