The 2020 March Forum HAS BEEN CANCELED.

For questions, please contact Angela McDonald (443-821-3005).

Topics Under Consideration for the March Agenda:

  • Pre-Forum User Group Sessions
  • Mediation/Negotiations
  • Trends in SSCs – Latest Trends in Shared Services/Procure-to-Pay (Moderated Practitioner Panel)
  • Cannabis Panel – Legal, Banking & Operational Issues & Concerns
  • Invisible Banks – Working Capital Opportunities
  • Nexgen/Employee Engagement
  • Web Portals – How to Best Work with Them
  • What’s in Your Toolbox?
  • Federal Reserve Economic Update

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 *OPTIONAL SESSION*

Monday, March 16th – 8:00 am to 9:30 am – Continental Breakfast Included – Separate Registration Required!

An executive level personal development program focusing on the functional approach, delivery and execution of successful strategies in both mediation and negotiations.  This interactive session will be delivered by CRF Friend of the Foundation, Elliot Greenleaf.

To register for this session, please email Angela McDonald at

The Future of Payments
Monday, March 16th – 8:00 am to 9:30 am – Breakfast Included – Separate Registration Required!

Electronic payments are on the rise. A/P providers are aggregating payers. And suppliers are struggling to receive payments on their terms. Attend this interactive breakfast session to learn how Billtrust is bringing balance to the B2B payments space with Business Payments Network — a new platform that pays suppliers on their terms AND satisfies their customers.

Please CLICK HERE to register for this session.

AI and Cortera: Learn How We’re Using AI to Improve Credit Risk Management
Monday, March 16th – 8:00 am to 9:30 am – Breakfast Included – Separate Registration Required!

This session will highlight Cortera’s use of advancements in artificial intelligence (AI) to provide solutions in multiple points of the credit workflow, from credit decisions to portfolio scoring to sales enablement and beyond. Discover new insights into credit risks, faster decision processing, and the ability for credit teams to handle increasing volumes.

Please CLICK HERE to register for this session.

Creditsafe User Group Session
Monday, March 16th – 10:30 am to 12:00 pm – Separate Registration Required!

Want a sneak peek at the five trends that will define the future of business credit data?

You’d think a business credit provider like Creditsafe would be risk adverse, but our team knows that in order to make an impact in an industry loaded with entrenched players, we’re going to have to take some big risks and go above-and-beyond in demonstrating value in order to maintain our growth. With that in mind, we’ve been on a listening tour since our launch in the US six years ago and have walked away with five key areas that we think will define the future of credit data. From rethinking small business data collection to turning finance into a growth engine of a company, we hope our trends will help you better understand how you can provide value in your role as a credit professional for years to come.

Please CLICK HERE to register for this session.

Scaling Finance Operations to Support Business Growth
Monday, March 16th – 10:30 am to 12:00 pm – Complimentary Brunch Provided – Separate Registration Required!

Please join Dun & Bradstreet for a complimentary brunch user group session! This session will cover how to successfully create scale to support growth and operational efficiencies in a modern finance organization. Discussion will concentrate on how adaptation to management of your order-to-cash processes can drive positive change. Topics we will cover include:

  • OTC Process
  • Challenges
  • Best Practices
  • Analytic & Software Solutions

*Space is limited. Reserve your seat now!

Benefits of Integrated Order to Cash: Use Cases from International Corporations
Monday, March 16th – 10:30 am to 12:00 pm – Complimentary Breakfast/Snack – Separate Registration Required!

Organizations are increasingly realizing the benefits of running coherent end to end order to cash processes. Efficiency, security and consistent quality and compliance standards from credit to collections, are just a few. In our session we will present two use cases from different industry sectors, showcasing how end to end process automation, seamlessly integrated in SAP, has delivered significant improvement and value to these international corporations.

To register for this session, please CLICK HERE or email

Should Finance & Credit Professionals Be Held Accountable for the Experience They Deliver to Customers?
Monday, March 16th – 10:30 am to 12:00 pm – Coffee/Tea/Snacks Included – Separate Registration Required!

Join us for a discussion of customer experience and the future of the finance department. Understand that the sales process, ordering, and fulfillment are all key aspects of the customer experience, but it doesn’t end there. How your customers are billed and how they are able to pay for your products and services are fundamental aspects to the overall experience. Learn why smart leaders now view accounts receivable as an integral part of the Customer Experience and how some businesses, through updated bonus structures and incentive plans, have started to hold the finance/credit team accountable for delivering an exceptional experience.

To register for this session, please email and include your full name, title, company, and email address.

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 16, from 1:00 pm to 5:00 pm – Snack included – Separate Registration Required!

Open to Building/Construction Material Distributors. 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

Charleston Marriott
170 Lockwood Boulevard
Charleston, SC 29403

CRF group rate: $199/night*
*Must mention Credit Research Foundation Forum when reserving
Limited rooms available at this rate.
Room block ends Friday, February 28, 2020.

Reserve Today!
Click HERE to book 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. 

Our Platinum Partners