Fall User Group Sessions

In keeping with the design of our in-person Forums, CRF is offering several User Group sessions throughout the fall. These interactive sessions are hosted by several of our Platinum Partners. The sessions have been strategically scheduled so that they don’t overlap with the Virtual October Forum sessions and no more than one session is offered on any given day. We hope this allows you to attend all of the sessions that interest you.

Please review the schedule and session descriptions below. Registration links for each session are provided – please make sure that you register for all sessions you plan to attend.

Schedule

Date Host Session Title/Topic Registration Links
October 22, 2020
2:00 PM ET
Billtrust The Future of Payments REGISTER
November 10, 2020
2:00 PM ET
F&D/Creditntell/ARMS Credit Role Changes in the
Wake of COVID-19: Part 2
REGISTER
November 12, 2020
2:00 PM ET
Experian Addressing a Dynamic Market:
Solutions to Combat Commercial Fraud & Strategies to Ace Alternative Data
REGISTER
November 17, 2020
2:00 PM ET
Dun & Bradstreet Get a Sneak Peek of our Newest
Credit-to-Cash Platform
REGISTER
November 19, 2020
2:00 PM ET
NCS Using UCC Filings and Mechanic’s Liens
in an Uncertain Economy
REGISTER
December 8, 2020
2:00 PM ET
ABC-Amega Assessing the Effectiveness of Your Credit & Collections Team While Working Remote REGISTER
December 10, 2020
2:00 PM ET
Serrala Quick Wins in DSO Optimization REGISTER

 

Session Descriptions

The Future of Payments

Presented by Billtrust

Join us for the Billtrust User Group, Thursday, October 22, 2020 from 2:00pm – 3:00pm ET, where we will have a discussion on the future of B2B payments. Billtrust helps suppliers automate all of their digital payments (card, ACH and wire) with our Business Payments Network. During the meeting, we will cover the following topics: What is a digital lockbox and how can it support straight through processing?, How has the current B2B environment accelerated trends in electronic payments?, How to efficiently manage the proliferation of AP invoicing and payment portals, Where is the flow of payments between buyer and seller headed?, Leading the discussion are Nick Babinsky, VP and General Manager, Business Payments Network and Tom Scott, Director, Supplier Payments.

Credit Role Changes in the Wake of COVID-19 – Part 2

Presented by F&D/Creditntell/ARMS

Credit executives were battered by an unprecedented upheaval earlier this year forcing them to react to the immediate freezing/shutdown of customers’ businesses, as well as the dramatic changes and disorder associated with the new remote working environment. This webinar, anchored by a panel of expert industry credit executives, will focus on the now fully-digitized normal, the shifted credit role, best practices, and the potential risk of a second wave, answering the key question of if we are in the clear, or just sitting in the eye of the storm waiting for the backside?

Addressing a Dynamic Market: Solutions to Combat Commercial Fraud & Strategies to Ace Alternative Data

Presented by Experian

The ongoing COVID-19 crisis is creating new challenges for businesses across the board. Whether you’re prioritizing how to identify and mitigate commercial fraud or focused on adopting more modern risk management processes, leveraging old tools and techniques to address new challenges just won’t cut it.

In this session, join experts from Experian as they dive into:

  • An overview of the current economic conditions and how they might be impacting your business
  • A look into commercial fraud and strategies to help you better identify, manage and prevent it
  • Alternative data sources beyond the standard commercial payment and public record data that could enhance how you predict credit behavior

Presenters: Brodie Oldham, Sr. Director, Analytic Consultancy (Brodie.Oldham@experian.com), Li Mao, Sr. Product Manager (Li.Mao@experian.com), Carl Stronach, Sr. Product Manager (Carl.Stronach@experian.com), Mike Myers, VP, Product Management (mike.myers@experian.com)

Get a Sneak Peek of our Newest Credit-to-Cash Platform

Presented by Dun & Bradstreet

Something big is coming! Register today for Dun & Bradstreet’s user group session at the Credit Research Foundation Forum and you’ll get a sneak peek at our new, unified credit-to-cash platform. We will be reviewing our latest global data enhancements and expanded functionality that helps finance teams improve cash flow, increase operational efficiency, and enhance their business intelligence.

What you can expect: Credit Intelligence – Dun & Bradstreet’s Credit Intelligence is about to become even more powerful. Recently enhanced data sets to inform credit decisioning, such as expanded US Public Records capabilities as well as Morningstar financials, enable more insights to inform your decisions. Preview new features coming soon to our DNBi credit platform including comprehensive credit and compliance screening, global portfolio management capabilities, and new, enhanced portfolio insight reports to help you streamline your approach to credit management globally. Receivables Intelligence – See how our AI-driven collections management and cash application solutions seamlessly integrate with our customer payment portal and credit intelligence for powerful automated decisioning and workflow management capabilities. This special user group session will be led by Chris Rios, Vice President, Finance Solutions and Richard Johnsen, Solutions Consultant, Finance Solutions. Don’t miss out. Register today!

Using UCC Filings and Mechanic’s Liens in an Uncertain Economy

Presented by NCS

Businesses prioritize how, when and which vendors are paid and often pay secured creditors ahead of unsecured creditors. But why? In this user group, we will review how you, as a trade creditor, can use secured transactions to ensure you are a payment priority for your customers, and the legal protections available should your customer default or file for bankruptcy protection.

We will discuss:

  • Benefits of being a secured creditor, especially in this uncertain economy
  • The necessary elements to a secured transaction
  • Overcoming objections to UCC filings and preliminary notices
  • What to do in the event of customer default or bankruptcy

This user group will:

  • Help minimize write-offs | increase working capital
  • Increase your credit knowledge and value to your company
  • Answer your questions about developing a program that’s right for you!

Presenter: Jerry Bailey jbailey@ncscredit.com

Assessing the Effectiveness of Your Credit & Collections Team While Working Remote

Presented by ABC-Amega

This session will address the practice of Assessing the Effectiveness of Your Credit & Collections Team while working remotely. The User Group will be led by Platinum Partner ABC-Amega pulling on their strengths in managing remotely and their years of experience in credit and accounts receivable management. The ABC-Amega team will address how to yield maximum results while establishing workflow in a fully-remote work environment.

Discussion topics include:

  • Common, pre-pandemic performance assessment challenges
  • Tools and resources for managing staff – regardless of work location
  • Best practices for managing a WFH staff
  • Innovation in performance workflow and assessments
Quick Wins in DSO Optimization

Presented by Serrala

Open to all CRF Credit Practitioner Members (no vendors please).

Join Serrala for a complimentary educational session about how to optimize your order-to-cash processes using existing functionality in SAP as well as add-on technology that integrates directly with your SAP system in real time without the need for any interfaces.

How can organizations achieve significant improvements in their DSO performance that result in more cash and working capital? Building strong and coherent finance processes across the entire order-to-cash cycle, powered by intelligent automation, play a vital role. In this session we will look into the latest possibilities of business process optimization in both SAP ECC and S/4HANA, focusing on the O2C cycle. Join our session and learn:

  • What new possibilities SAP S/4HANA offers for credit management
  • How to optimize your collections processes in SAP
  • How a new, rapid deployment approach can bring about positive change in a matter of days instead of weeks or months

Do you have specific questions you’d like answered? Submit them with your registration for this complimentary session and we will do our best to answer them during the session. We look forward to seeing you!