This event marks our return to in-person meetings!! We hope you’ll join us!

Early registration pricing now available – see the registration form for details.

March Forum Agenda

We heard you!! Based on your feedback, we’ve added MORE of the content you’re looking for, including:

  • Peer to Peer Networking
  • Interactive Sessions
  • Personal & Professional Development Content

Session Descriptions

Click each session title below to review a brief abstract on the content of the session.

Default and Implications of Moving Online

Presented by Kelley Drye & Warren

This session will provide a look back at significant bankruptcy developments during 2021 and a preview of what to expect in 2022, including the impacts of moving more business to ecommerce/online. Notwithstanding the continued impact of COVID, the bankruptcy community saw the lowest level of commercial filings in over a decade. However, early indicators are that 2022 will see bankruptcy filings rise again. In addition, the seminar will also provide an analysis of key legal developments impacting CRF members, including:

  • The complexity of moving online and dealing with default
  • Status of legislative provisions impacting creditors’ rights and recoveries
  • New proposed legislation that could impact the bankruptcy process, including with respect to venue reform
  • Key court decisions affecting value that may be available for creditors, including with respect to third party releases, voting rights, and contract enforcement rights
Economic Update

Presented by Dan North

An update on the economy – where we are now and where we may be headed.

Sub Chapter V of the Bankruptcy Code

Presented by Arent Fox LLP

Chapter 11 of the Bankruptcy Code has a new framework referred to as “Subchapter V,” which was enacted pursuant to The Small Business Reorganization Act of 2019. This session will discuss key issues for unsecured creditors such as post-petition case monitoring, administrative claims, plan confirmation, and related topics to understand options, costs and risks.

Three (3) Pointers for Peak Performance in a Pandemic

Presented by Janine Friedman

The threat of the pandemic is over. Or is it? Is there a new surge? Are we going back or are we going forward? What we have learned is that this pandemic is not ending anytime soon, and no one really knows if/when it will officially end. Your life and your career, however, continue on. Life is too short and too precious to let the unknowns of this pandemic derail you from achieving your goals.

This session picks up where we left off with “Protecting Your Energy Level During the Pandemic”. There, we covered how to manage and prevent the extreme fear, stress and burnout that came along with the COVID-19 pandemic. In this session, we are going to look at what it takes to thrive no matter what stage we are in. We’ll learn what peak performance means and discuss the state you need to be in to achieve it (hint: it’s not burnout). We’ll also take a look at the science behind optimal performance so you can harness it now and when the pandemic finally ends. You’ll learn the success strategies of top athletes, business professionals, artists, and scientists, and tap into them to bring peak performance to your own life. These tools will empower you to make better decisions at work, achieve your goals, inspire your team, and experience more joy at the office and at home.

In this session, you’ll learn three (3) Pointers for Peak Performance:

  • Harness the power of the present moment
  • Unlock the potential of uninterrupted time
  • Utilize the Challenge vs. Skill Sweet Spot
Driving Change in People, Process & Technology (Interactive Workshop)

Presented by CRF

This session will deliver an open peer-to-peer exchange of ideas, best practices and lessons learned as we embrace Change Management in all areas of the Revenue Cycle, whether it be Staff Engagement, Credit-to-Cash Process Improvements and Implementing Technology. Come prepared to share challenges, what worked and what can be improved upon, as well as success stories.


Presented by Lowenstein Sandler LLP

Antitrust law has a great impact on best practices credit professionals should follow when obtaining information from, and communicating with, other credit professionals and then making credit and pricing decisions.

The speakers, authors of the recently published A Business Guide to Antitrust For Credit Professionals,  will discuss the antitrust issues of interest to credit professionals, including:

  • Antitrust risks arising from credit group meetings and information interchange moving from in-person to online
  • The interplay between antitrust and deductions
  • The impact of supply chain issues on requests for extended terms and pricing
  • Recent developments in antitrust enforcement under the Biden Administration.
Uncovering Undiscovered Fraud Within Your Commercial Portfolio

Presented by Experian

Learn about how existing and new market dynamics are shifting fraudsters’ attention to the commercial market. This session will discuss why fraud is often hard to define and measure, frequently leading creditors to believe that “they do not have a fraud problem” while miscategorizing fraud impact as credit and operational losses.

Learn more about emerging commercial fraud trends due to the recent economic conditions and secular trends, and what Experian is seeing in our own post-pandemic data. Discover key differences between fraud risk management and credit risk management, and why/how focusing your underwriting strategy solely on credit risk tools can lead to undetected losses. Find out which solutions are applicable in a commercial fraud strategy, and how to implement them in a flow that makes sense for your business.

Driving Speed to Value in AR Through Analytics

Presented by Bob Anderson, Hubbell Inc. and Nikhil Anand, EXL

Across industries, the pandemic has underscored the importance of managing AR risk, optimization of working capital and prevention of revenue leakages. As organization’s make the shift towards embracing Digital and becoming data-driven, AR professionals have more data available to them today than they had just 5-10 years ago. Harnessing the power of data through analytics and digital operations to drive speed to value can help the AR function become a competitive differentiator.

This interactive session with Bob Anderson, Director, Order to Cash at Hubbell Inc. and Nikhil Anand, VP, Head of F&A and Digital Solutions at EXL, will walk you through some real-world experiences about how to look at what you have, take stock of what you need, and partner with technical resources to build out digital and analytical tools that can illustrate how AR can add strategic value to working capital initiatives.

Business Intelligence Training

Presented by CRF

Are you (BI) Savey?

This personal development session will take place on Wednesday morning, prior to the Open Forum. In this session, we’ll discuss why Tableau, and other BI Tools, are one of the major advancements in reporting and dashboard development being adopted by enterprises to provide shared business intelligence.  Participants in the session will learn:

  • How the concept of “shared” business intelligence is similar to the concept behind social media and – especially – JIRA/SCRUM for shared workflows
  • How to navigate and control tables and data sources
  • How to combine and blend data tables from multiple sources
  • How to develop reports and dashboards that are data rich and reflective of the message being shared
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.

Hotel Information

The Westin San Diego
400 West Broadway
San Diego, CA 92101

CRF group rate: $227/night*
*Must mention Credit Research Foundation Forum when reserving or use link provided for online reservations
Limited rooms available at this rate.
Room block ends Friday, February 20, 2022.

Reserve Today!
CLICK HERE to reserve online.
To Reserve by phone:

CRF Forum Registration Attendance Policy

All registration rates include a $75 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.