Meeting Highlights:

  • Education-Focused Agenda
  • Executive Leadership Roundtable
  • Peer-to-Peer Networking
  • Personal Development
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2025 March Forum

The Credit Research Foundation is excited to host the first of our three in-person Forums of 2025, offering educational sessions curated by industry experts and several opportunities for networking with both credit executives and service providers.

During this two-and-a-half-day event, you can participate in multiple education sessions, including optional breakout sessions that will take place on Monday morning. The agenda will also include an interactive small group discussion, a personal development session, and an Open Forum session on the final day allowing attendees to ask questions about current challenges and share best practices. IN ADDITION, attendees will have the opportunity to connect with the various industry service providers who may have the solutions your team needs to overcome today’s challenges.

The March Forum will take place at the The Westin San Diego Bayview in San Diego, CA.

Agenda Highlights

High Risk Account Mitigation, Modernization, Private Equity, Servant Leadership, AI in Credit Decisioning, Escheat Compliance, and much more!

The March Forum agenda will feature industry experts and interactive discussions on the leading topics in the order-to-cash discipline, including:

  • High-Risk Mitigation Strategies: Discover effective techniques to identify, assess, and mitigate high-risk areas in your organization. Experts will share actionable strategies for building resilient frameworks that protect business continuity from financial risks to operational vulnerabilities.
  • Path to Modernization: Discover actionable strategies to guide your organization’s modernization journey. Learn how to build business cases and apply strategic influence to secure funding for essential modernization projects.
  • Private Equity Insights: With private equity’s growing presence in acquisitions, understand what to expect whether your company is acquiring or being acquired. Gain insights into the impact and transitional expectations on both ends of the acquisition process.
  • Servant Leadership in Modern Business: Explore the principles of servant leadership and how they apply to today’s dynamic business environment. Learn how to lead with empathy, prioritize the growth and well-being of your team, and foster a culture that drives both performance and employee satisfaction.
  • AI and Credit Decisioning – Roundtable Discussion: This discussion will include the legal implications of using AI in credit decisioning. Engage with legal experts and reporting agencies on regulatory considerations and the potential legal impact of integrating AI-driven processes.
  • Escheat Compliance: With states ramping up regulations around escheat liability, this session covers best practices for compliance. Experts will share insights on handling regulatory communication and preparing for escheat obligations.
  • Hands-On AI Experience in AR and Credit: Get practical with a hands-on session using AI in Accounts Receivable and Credit. An AI expert will guide you through essential queries, highlighting the pros and cons of using AI as an assistant in your role.
  • Managing an ERP Conversion: Get equipped for a successful ERP conversion with strategies for managing the complexities of system transitions. Learn best practices for planning, cross-departmental coordination, and mitigating risks to minimize disruptions and maximize value from your ERP investment

This preliminary agenda offers a comprehensive look at the trends and practices reshaping modern business – join us to deepen your knowledge and enhance your strategic toolkit!

A full agenda with detailed session descriptions will also be made available.

Hotel Information

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

CRF group rate: $240/night +tax/fees
*Must mention Credit Research Foundation Forum when reserving or use link provided below for online reservations
Limited rooms available at this rate.
Room block ends Thursday, February 27, 2025.

CLICK HERE to make your hotel reservation online at our discounted rate.
To Reserve by phone: 888-627-9033
Don’t forget to mention the Credit Research Foundation event/Forum if you call to reserve.

CRF Forum Registration Attendance Policy

All registration rates include a $150 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.