Meeting Highlights:

• Personal Development

• Executive Leadership Roundtable

• Peer to Peer Engagement

• Education-Focused Agenda

2023 November Forum

The Credit Research Foundation is excited to host the final in-person Forum of 2023, offering educational sessions curated by industry experts and several opportunities for peer group networking.

During this two-and-a-half-day event, you can participate in multiple education sessions including a bonus session on assessing a high-risk customer. 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 November Forum will take place at The Westin Rancho Mirage Golf Resort & Spa.

Session Highlights

Highlights for the education sessions in this year’s agenda are noted below. Full details and session descriptions are available in the agenda.

• Mitigation Strategies
• Preventing Fraud with a Credit Card Program
• Vetting Customers Domestically and Internationally
• International Credit Risk
• FedNow Payment Update
• Contracts & Terms Pushback
• Third-party Risk
• International Economic Update
• Automation
• Imposter Syndrome (Personal Development Session)
• Economic Update
• Open Forum

*Attendees can earn CEU credit at this Forum!

Bonus Education Opportunity

Assessing a High-Risk Customer and What To Do About It

Monday, November 6 – 10:00am to 12:00pm

This 2-hour education super-session is designed as both an informative and interactive environment where CRF Senior Research Fellow, Steven Isberg, Ph.D., will share techniques on what to look for in today’s economic climate. Matt Skudera, President of the Credit Research Foundation (CRF), and Mike Bevilacqua, Chief Content Officer of CRF, will share their combined experiences in Fortune 500 organizations leading the credit function as well as other areas of the revenue cycle. Matt and Mike have a wealth of real life experience in diverse industries, and they will offer techniques on how to effectively communicate credit risk and mitigation recommendations with senior management. During this session you will learn:

• How to identify a high-risk account – what indicators should you be looking for
• What dots can be connected to determine the level of risk of non-payment or bankruptcy
• Tools available to mitigate the Credit Risk
• How to communicate the risk to senior management and offer guidance and solutions

There is no additional fee to attend this session. Please note your intent to participate on your Forum registration.

Platinum Partner Breakout Sessions

Three of our Platinum Partners will also be hosting breakout sessions on Monday morning. Please CLICK HERE to review the sessions being offered. Registration for these sessions is optional and there is no additional cost to participate. Please include your intent to participate in one of these sessions on your Forum registration form.

Hotel Information

The Westin Rancho Mirage Golf Resort & Spa
71333 Dinah Shore Drive
Rancho Mirage, CA 92270

CLICK HERE to reserve your room online. Or call (877) 253-0041 to make a reservation via phone.

CRF Forum Registration Attendance Policy

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. Processing fee of $75 is not refundable. If your registration was part of your membership benefits, please extend us the courtesy of notification!