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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 between 8:00am and 10:00am on Monday, March 18. 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 the 2024 March Forum registration form OR you can email Angela McDonald directly.

All sessions are complimentary and included with your Forum fee.

Sessions are being offered by the following Platinum Partners:

 



Become the Trade Promotion Hero Your Sales Finance Team Needs – Live Demo and Discussion

Deductions, disputes and trade promotions are a game of validation that often involve drudgery and grunt work. However, with the increasing digitization of the enterprise, it’s become easy to use robotics / AI to read remittances and automatically reconcile them against planned or accrued deductions. This is the power of end-to-end automation.

Learn how this applies specifically to promotions, advertising expenses, discounts, returns and more. In this interactive session , you will be able to:

  • View a live demonstration featuring real examples of AI/robotic settlement of deductions and claims
  • Discuss the application of this technology as it relates to your own challenges with experts and peers
  • Estimate the ROI from time saved and dollars erroneously charged back to you
  • Learn how to prepare for this kind of program, especially engaging sales, marketing and the c-suite

Join us for an early breakfast at 8:30am; session will begin at 9:00am and wraps by 10:00am. 

For questions about this session, please reach out to:
Monique Brown, Sr. Client Consultant
mbrown@carixa.com
(908) 681-4508

Registration for this session can be noted on the 2024 March Forum registration form OR you can email Angela McDonald directly.



Navigating Uncertain Economic Times: How to effectively Take a Secured Position as a Creditor

As credit management becomes more sophisticated and there is greater access to data, automation and decisioning seems to constantly change. From secured transactions (UCC’s) to understanding and managing the mechanic’s lien process, NCS offers tools and training to leverage automation, in order to make the complex, well, less complex – putting you in the best possible position to get paid!

This session will take place on Monday (3/18) from 9am – 10am.

Registration for this session can be noted on the 2024 March Forum registration form OR you can email Angela McDonald directly.


Taking the Scare out of SAP S/4HANA

The migration to SAP’s new version “S/4HANA” continues to be top of mind for organizations using SAP as their main system of record. Even companies that have recently completed their migration to S/4HANA, continue to experience ongoing challenges in adopting the new SAP version.

With more than 40 years’ experience in the SAP space, Serrala is delighted to present a learning session on SAP S/4HANA that is complimentary for all registered participants of the CRF March Forum. We’ll present two case studies of organizations that have recently moved to SAP S/4HANA, and the lessons learnt from these projects. In addition, we will explore how Serrala can support organizations in complying with SAP’s push toward a “clean core.”

Key points you can look forward to taking away from this session include:

  • What finance teams should consider in their S/4HANA journey
  • Practical lessons learnt by finance teams from S/4HANA migration projects
  • What is SAP’s “clean core” approach and how it impacts your organization
  • How Serrala supports organizations to maintain a “clean core” in credit-to-cash

Whether you plan to move to S/4HANA in the future or have recently implemented S/4HANA or are in the process of doing so, everyone is welcome.

We are happy to offer a light breakfast buffet to get you fueled for the day.

Registration for this session can be noted on the 2024 March Forum registration form OR you can email Angela McDonald directly.​