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User Group Sessions

**Advanced Registration Required!**

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

Credit & AR Automation
Monday, March 14, 2022 – 10:30am – 12:00pm
Snacks Provided –
 Separate Registration Required!

Join us for a presentation of Bectran’s most recent advancements in Credit, Collections, Claims, Payments, & Cash Application Software. We will also discuss new Bectran developments for 2022. Please feel free to submit any questions you would like to discuss.

To register, please email Dominic Biegel.


Raise the Bar in A/R – See and Hear What You Have Been Missing with BlackLine’s Finance Transformation User Group
Monday, March 14, 2022 – 10:00am – 12:00pm
Separate Registration Required!

How can your team truly have an impact in your organization by enabling automation in your A/R Processes? Join our user group session as we breakdown common challenges in AR, and discuss pathways to improved agility and better financial outcomes using intelligent A/R automation.

This open discussion will address Order-to-Cash issues impacting todays credit professionals and opportunity through automation to improve on your current manual processes. In a peer-to-peer format, we will moderate a People, Process, Technology, Data, and Insight discussion around:

  • Capacity driven process
  • Enabling cash flow and working capital in the OTC process
  • Data driven decision-making using hidden or hard to find information
  • Improving your customers’ experience

To register, please email Geoff Land.


How to Keep Your Salesforce CRM Clean and Accurate
Monday, March 14, 2022 – 10:00am – 11:00am
Separate Registration Required!

In a data driven world we are always striving to collect more data on the companies we do business with. With such a push on data collection, and most of this being done manually, data hygiene and master data management are major issues that can take your greatest asset and turn it into your biggest liability. To combat this and ensure your decision making processes are not hampered by poor data, Creditsafe have developed the Salesforce Business Intelligence App. In this session you will find out how companies are already benefitting from automatically refreshing their customer databases with accurate data in order to improve business efficiency, support automated workflows and provide up-to-date insights, all within their Salesforce CRM instance.

To register, please email Jeff Braunstein.


ARMS/Creditntell/F&D Reports User Group Session
Monday, March 14, 2022 – 9:00am – 10:30am
Breakfast Included –
 Separate Registration Required!

Please join Chuck LeWinter, Taylor Ricketts, & Toni Singer from ARMS/Creditntell/F&D Reports as they discuss recent trends in retail and demonstrate new analytics tools.

Areas of discussion include:

  • Taylor Ricketts, Associate Vice President, will discuss how companies are evolving to the rapid volatility and uncertainty in retail with a focus on persistent supply chain issues, employee shortages, and rising costs
  • Macro-economy overview & which retail sectors and accounts are most at-risk in 2022
  • Demo of Mobile Data Tools and their business application
  • 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 Toni Singer or call 1.800.789.0123 ext. 175.


Modernizing Document Management in Credit and Collections to Increase Efficiency and Collaboration
Monday, March 14, 2022 – 10:00am – 11:30am
Snacks Provided –
 Separate Registration Required!

As paper-based record keeping becomes a thing of the past, credit and collections managers need to digitize the invoices, remittances, and other documents they use every day. Modern, cloud-based information capture and storage solutions provide organizations with an easy to implement and cost-effective way to retain this information for as long as it’s needed by the business.

In this session we’ll explore real-world case studies that illustrate how using modern document management solutions from Serrala, can increase the efficiency of credit and collections processes and deliver other benefits including reduced risk, improved collaboration, and enhanced customer relations.

To register, please email Christiane Hoeninger.