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Platinum Partner Breakout Sessions

**Advanced Registration Required!**

To further enhance the education provided at the March Forum, several of our Platinum Partners will be hosting Breakout Sessions from 8am – 9:30am on Monday, March 13. The sessions are open to all credit practitioners (NO VENDORS PLEASE!). Please review the sessions details offered below and register for the session you would like to attend using our Forum Registration Form. All sessions are complimentary and included with your Forum fee.

Sessions are being offered by the following Platinum Partners:


How Changes to a Company’s Capital Structure and Organizational Structure Should Impact Your Credit Decisions
Monday, March 13, 2023 – 8:00am – 9:30am

A&M will present a case study that will help you assess whether to extend credit to a customer based on its evolving capital structure as it deals with operational distress, highlighting the impact of various transactions on unsecured creditors’ recoveries.

Breakout Session with Auditoria
Monday, March 13, 2023 – 8:00am – 9:30am

What is an AR Helpdesk and Why Do I Need It Now?
Your team of collectors receives hundreds, or maybe thousands, of requests each week, and they have to review them, respond to them, escalate them if appropriate and ensure that they are processed in a timely fashion. Any missteps or delays in execution by your staff result in reduced cash flow and challenges to your company’s financial metrics, which has potential implications on your stock price. Imagine intelligent software robots trained in finance and accounting concepts that understand accounting and how to execute administrative finance workflows. Join Nick and Elaine to learn about software robots that handle more than 90% of the incoming inquiries received by your shared services center to improve customer satisfaction and vendor serviceability.

Why You Should Hire a Robot for Your Next Open Finance Position
Should you hire a robot instead of a junior accountant? Robots are essentially better than you at many things. They do not sleep, they do not take lunch breaks, and they are willing to do the tedious, monotonous tasks no one wants to spend time doing. The truth is, robots beat out human execution for most clerical and administrative finance work. On the plus side, this leaves the most interesting and impactful activities where humans tend to excel. Join Nick and Elaine to learn why robots could be your next best hire and how to use technology to propel the finance team forward while advancing careers, providing new opportunities, and driving success for finance organizations.

Bectran User Group Session
Monday, March 13, 2023 – 8:00am – 9:30am

Please join us for an interactive session of Bectran users and Bectran prospects for a discussion on the latest advancements in Order-to-Cash Automation. We will discuss the following:

  • Industry trends for Credit & AR software projects
  • How other CRF companies have leveraged Bectran to further their departments automation agenda
  • How to Leverage Scoring, RPA & AI in Credit & AR

AR Innovations For an Uncertain Economy
Monday, March 13, 2023 – 8:00am – 9:30am

In an economic downturn, firms focus on building reliance and minimizing risk for whatever is around the corner—and cashflow and forecasting become more important than ever. Credit and collections teams are tasked with accelerating payment and delivering customer and financial insights—all with minimal resources. Fortunately, technology is keeping pace with digital solutions that optimize cash flow, overcome headcount challenges, and drive real-time visibility.

Join Cforia Software leadership, product experts, and clients for an interactive discussion of how AR automation and intelligence tools drive AR value in an uncertain economy. Highlights include:

  • A snapshot of the AR landscape
  • Perspective from a global enterprise client on best practices, results, and lessons learned from their O2C digital transformation
  • A look at enhancements to the Cforia.autonomy™ O2C platform and a preview of our Intelligent Reporting module
  • Cforia customer success team members on hand to provide guidance, answer questions, and demonstrate capabilities

Deduction Talk with IAB Solutions
Monday, March 13, 2023 – 8:00am – 9:30am

Join IAB leadership for a thoughtful and engaging discussion of the latest trends in managing customer deductions. Share and learn about the latest challenges and data-driven remedies to support deduction validation and recovery.