One of the most highly commented upon properties that CRF has utilized for our Forums – and that was BEFORE the hotel was renovated in 2017!

Topics included in the agenda for March 2019:

  • Cannabis – an overview of the marketplaces, legal/regulatory concerns, as well as the practical credit risk management implications when selling into an industry segment that traverses more organizations than one would consider
  • Economic Update – Federal Reserve Bank of Chicago
  • Chief Restructuring Officer (CRO) – the reasons, process, focus, strategy and desired outcomes when a CRO is brought into a business and how you can play a role in the process
  • Terms Pushback – a panel of risk management practitioners will share their experiences as they look to counter and manage the continued flow of customer terms demands
  • Global Economy – this session will focus on the tariffs and how this is impacting trade, business confidence and more; will also deliver an update on the economic conditions that need to be understood for various regions and countries around the world
  • Financial Technology – this session will traverse the market opportunity to deliver technology solutions and what is likely on the horizon for our future systemic processes
  • The New NAFTA –  insights into new trade agreements entered into by the Trump Administration, with a focus on how companies should be preparing to do cross-border business under the new United States-Mexico-Canada Free Trade Agreement (NAFTA 2.0)

CRF Announces Its Inaugural WOMEN’S INITIATIVE

A Collegial Networking Event and Cocktail Reception

WHAT:  Please join CRF, Arent Fox LLP and fellow women risk management professionals for cocktails, light hors d’oeuvres, and the
chance to mingle and network with your peers.
WHEN:  Sunday, March 17, 2019 — 5:00 to 6:30 PM
WHERE:  Poolside at the Hilton El Conquistador — Tucson, AZ
WHY:  A great opportunity for women practitioners to network and share knowledge and experiences with other program participants
in a collegial setting.
HOW:  Please RSVP for this event by simply sending an email to Angela McDonald: 

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

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

CRF Special Education Program on Escheatment


Elliott Greenleaf Education Session
Monday, March 18th – 10:30 am to 12:00 pm – Continental Breakfast Included – Separate Registration Required!

Given the ongoing concerns and interest in this critical topic, CRF is offering this OPTIONAL 90-minute session as an adjunct to the standard program design for our attendees. It will explore the escheatment process, key considerations, legalities and recent court rulings.

To register for this session, please email Angela McDonald at


ARMS/F&D Reports/Creditntell User Group Session
Monday, March 18th – 8:30 am to 10:00 am – Breakfast Included – Separate Registration Required!

Please join Chuck LeWinter, Taylor Ricketts & Ramona Bolozan from ARMS/Creditntell/F&D Reports as they discuss the evolving macro environment of our customers and discuss recent enhancements to the ARMS Credit Intelligence Dashboard.  

Areas of discussion include:

  • ARMS Personalization including enhanced API feeds
  • Trends of International Accounts in an evolving Macro environment
  • Amazon and the battle for online retail sales
  • Credit Application Process Transformation
  • Credit Facility Database
  • Round Table discussion to gain a better understanding of the needs of our subscribers in order to continue to provide actionable solutions.

Space is limited – To reserve your seat, please email Randi Dickson at or call 800.789.0123 ext. 179

Billtrust User Group Session
Monday, March 18th – 8:30 am to 10:30 am – Breakfast Included – Separate Registration Required!

Join us for a dynamic discussion on key areas of the A/R process. We will serve breakfast at 8:30 am and then start the discussion at 9 am.  

During the meeting we will cover the following key topics:

  • Updates to Billtrust’s Online Credit App/Best Practices for Onboarding Customers
  • Updates to Billtrust’s Quantum Collections CRM
  • Introduction to the Business Payments Network (BPN). You will learn the role BPN will play in streamlining the delivery of B2B payments.

Leading the discussion will be Billtrust Solutions Consultant, Ralph Swackhammer. See you then.

To register please email Jennifer More, Billtrust Event Manager, at

2019 AI & RPA for Credit, Collections & Cash App
Monday, March 18th – 8:30 am to 10:00 am – Breakfast Included – Separate Registration Required!

What are leading companies doing in 2019 to improve order-to-cash outcomes?
Discussion topics and Case Studies will include:

  • What is “Clean” Accounts Receivables?  How do you calculate it?
  • Why ATB’s and “Dirty” Accounts receivable do not work for Portfolio Management
  • I have very large and very small customers, how do I use Robotic Process Automation for each?
  • Integrating Cash App with A/P Portals to initiate Dispute Adjudication
  • Should Dynamic Worklist Creation require IT involvement?
  • How do I create a more effective Customer Self Service Portal?
  • Creating Global Risk Exposure and Parent/Child A/R Roll-Up – Across all Billing Systems & Operating Units
  • Dealing with Currencies – Countries – Languages & Trading Regions – Treatments and Segmentation
  • What is realistic from my team to accomplish today – Capacity-Driven Workflow

Join us for a complimentary breakfast and a great start to your CRF Spring Forum!
Register now by simply sending an email to Bradley Palmer or call 818-483-0089.

Best Practice Series: Getting Your House In Order – Operational Efficiencies In Modern Finance
Monday, March 18th – 8:00 am to 9:30 am – Breakfast Included – Separate Registration Required!

Please join Dun & Bradstreet for a very special complimentary breakfast user group event! This will be the first in a series about optimizing your credit department to meet the needs of a modern finance organization. In this session, we’ll:

  • Discuss how roles and workflows may need to change to map to your current OTC lifecycle
  • Explain how to evaluate the effectiveness of your credit policy and if change is needed.

Seats are limited. To reserve your spot, please email Kindra Harting-Smith at

HighRadius User Group Session
Monday, March 18th – 9:00 am to 12:00 pm – Food Provided – Separate Registration Required!

HighRadius Corporation’s 3-hour user group session will cover multiple relevant topics:

  • “The Order-to-Cash Process Assessment Framework”: Learn about benchmarking and key metrics to consider, evaluating the cost of operations and identifying areas of improvement, and get real world examples of deductions process assessment.
  • “Artificial Intelligence – The J.A.R.V.I.S to Credit and Collections’ Iron Man”: Learn how AI can foster credit and sales collaboration to improve revenue, improve customer relationships for faster collections, and reduce revenue leakages from deductions.
  • “Payment Acceptance and Cash Application: Are You Truly Scalable?”: Learn best practices on electronic invoicing, foreign exchange payment processing and acceptance, and cash application for multi-currencies and international payment methods.

Please CLICK HERE to register for this session.

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, March 20th 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. Discuss trends that affect the construction industry with a well known economist!

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


Hotel Information

El Conquistador Tucson – a Hilton Resort
10000 North Oracle Road
Tucson, AZ 85704

Reserve Today!

CRF Room Block has EXPIRED – rooms at the discounted rate are no longer available. There are still rooms available at the hotel at the current hotel standard price.
To Reserve by phone:

*PLEASE NOTE – The Hilton property requires a deposit equal to the room rate and tax for the first night for each reservation. The deposit is refundable if the Hotel receives notice of an individual’s cancellation at least 72 hours prior to the scheduled arrival.

Alternate Hotel Options:

Fairfield Inn and Suites North/Oro Valley Tucson – 0.5 miles from Hilton El Conquistador

Holiday Inn Express Oro Valley – 1.6 miles from Hilton El Conquistador

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!

Our Platinum Partners