November Forum Breakout Sessions

To further enhance the education provided at the November Forum, several of our Platinum Partners will be hosting breakout sessions on Monday, November 6. The sessions will all take place between 8:00am and 10:00am.

Please review the descriptions offered below for each session. Registration for the sessions can be included on your Forum registration – or simply email Angela to indicate which session you would like to attend.


How to Fully Automate Collections & Online Payments from Your Customers

Join us from 9:00am – 10:00am for breakfast and discussion. In this session you will learn:

  • How to adopt a successful Automated Collections System
  • How to empower your customers to pay online and collect CC Surcharges
  • Deductions management approaches for customer short-pays

To register for this session, please use the Forum registration form OR email Angela McDonald at angelam@crfonline.org.


Join us for a complimentary breakfast (starting at 7:30am) and discussion from 8:00am – 9:30am on the latest challenges in dealing with deductions, billbacks and disputes. Facilitated by a panel of experts and practitioners, we will highlight the latest trends with both technology and customer practices. In this discussion, participants are highly encouraged to bring their most vexing challenges that can be addressed through automation, better process or retooling skills.

  1. Solve your real world problems related to this topic, especially as it relates to your most difficult customers
  2. Network with peers to understand how they are tackling these issues
  3. Understand best practices out there from a panel of subject matter hosts

For questions about this session, please reach out to Monique at mbrown@carixa.com or (908) 681-4508. To register for this session, please use the Forum registration form OR email Angela McDonald at angelam@crfonline.org.


The Power of Automation and Integration

UCC Filings, Preliminary Notices, and Lien Waivers Help Ensure You Get Paid – FAST.

Join us from 8:00 – 9:00am for breakfast and an interactive discussion. During this session you will learn:

  • Why preliminary notices are vital to a successful lien waiver process.
  • How proactively sending lien waivers can reduce your DSO.
  • Why the integrity of your lien waiver process requires automation.
  • How a UCC filing protects you when a preliminary notice can’t.
  • How UCC filings and preliminary notices can work in tandem to give you peace of mind when signing lien waivers.

You deserve to be paid for the work you do. For over 50 years, NCS Credit has been helping businesses get paid through commercial collections, UCC filing, and mechanic’s lien filing programs. We provide end-to-end business credit services powered by industry experts and premier technology to protect your accounts receivable. From protection to collection, we’ve got your back.

To register for this session, please use the Forum registration form OR email Angela McDonald at angelam@crfonline.org.