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Credit & Accounts Receivable Open Forum & EXPO

Date: August 16th (1/2 day) 17th & 18th (1/2 day) 2010

  • EXPO Tuesday the 17th at Lunch and Evening Networking Reception
  • Prizes from each Exhibitor - CRF will give away the chance to win $100 to a lucky winner from each Exhibitor you visit.
  • Plus, visit many of the Exhibitors for prizes from their drawing.
  • Bring your business cards!

Click here to view & print the Brochure and Agenda              Click here to register on-line             
CRF Forum Registration Policy

See below for all the CRF User Groups :
    SAP, Oracle, CreditRiskMonitor, Global Credit Services & Cortera

Location:
Sheraton Chicago Hotel & Towers


301 East North Water Street
Chicago, IL

Visit the Hotel


For reservations
On-line click here.
OR
Call: Central Reservations: 1-800-233-4100
Tell them you are registering for the Credit Research Foundation meeting and use Group Code CRF to get the Group Rate of $189.00 single or $219.00 double (+ Tax).
The CRF room block ends July 23, 2010 - so book NOW!
The last 5 CRF Forums have sold out...don't be disappointed.

The Sheraton Chicago Hotel & Towers welcomes you to the heart of the city. Overlooking the Chicago River, the hotel puts you within walking distance of business, dining, entertainment and nightlife.


In the heart of downtown Chicago

  • One block west of Lake Shore Drive
  • Walking distance to Navy Pier, Magnificent Mile, Millennium Park, Art Institute, the Loop District, shopping, dining and entertainment
  • 8 minutes from McCormick Place
  • 25 minutes from Midway Airport
  • 35 minutes from O'Hare Int'l Airport
  • All 1,209 guest rooms, including 40 suites, at the Sheraton Chicago Hotel & Towers are newly decorated and feature a warm, contemporary look. Guest rooms offer scenic views of Lake Michigan, the Chicago River or the city skyline.
Don't miss this great opportunity to spend a few days with your friends and Experience CRF!

Driving directions from surrounding areas and airports.          Hotel parking is $49.00 per night.

SAP or Oracle users

Monday morning 8am to noon prior to the Forum join the most dynamic User Groups for either SAP or Oracle that focus on credit and AR processes. These meetings are free to all Forum attendees but you MUST register for them. See below for registration and details. These sessions are for credit professionals and their IT staff only. No vendors please.

CreditRiskMonitor users

Wednesday afternoon. Free to all Forum attendees but you MUST register for them. See below for registration and details.

Our Monday & Tuesday Forum Topics:

  • Effective Presentations - Getting Others To Understand And Accept Your Ideas Joel Hochberger, president of Effective Presentations Inc.
    This session will be of immediate use to you by showing you the necessary skills to express your ideas and point of view in a manner that is clear, concise, interesting and persuasive . Discover:
    • Presenting a positive image
    • Controlling Nervousness
    • Obtaining Approval and Action
    • Understanding Your Listener
    • Eliminating Overkill
    • Eliminating Monotone
    • Appropriate Use of Visual Aids
    • Controlling Q&A Situations
    • Communicating Your Ideas from the Listener's Point of View

  • CRF Member Profile - Continuous Improvement - Kerry Rothlisberger, Manager OTC/Continuous Improvement, Air BP Americas
    Learn how Air BP used Continuous Improvement to change the culture of their teams to be more customer focused, better communicators, and more knowledgeable of the rest of the organization. Get your team focused on "What could have been done differently" and make Continuous Improvement part of how your teams work on a daily basis.

  • The need for new forms of financial intelligence: a look at the evolution of business processes & information in the era of the social web- Jim Swift, president & CEO, Cortera
    This session will discuss how advancements in computing have evolved risk information and business processes to meet the growing demands of the credit professional in the post-Great Recession era.

  • The Role of Creditors Committees in Chapter 11 Jim Stang – Pachulski, Stang, Ziehl & Jones; Larry Lattig – Mesirow Financial; Brad Boe – Performance Food Group This presentation, in the form of a panel discussion, examines the makeup, organization and duties related to the creditors committee in a Chapter 11 bankruptcy. The panel will consist of legal counsel, a financial advisor, and a credit practitioner experienced in the creditor committee process. They will point out who should serve on a committee and discuss the benefits of serving, the role of the chairperson, what issues should be addressed in the bylaws along with providing a general description of the duties of committee members. In addition the presentation will point out how legal counsel and financial advisors are selected and describes their role in service to the Chapter 11 bankruptcy committee.

  • MINI-SESSIONS - Open Discussions on Timely Subjects Dr. Steven Isberg CRF Research Fellow & Bill Weilemann, Credit Manager, Packaging Credit Co., LLC
    • How's Your Third Party Collections Going? A group discussion on how credit executives evaluate their third party collection performance.
    • A discussion on Methods for Establishing Bad Debt Reserves Learn about the timing of writing off and expensing bad accounts receivable.
    • IFRS Update - The growing acceptance of IFRS as a basis for U.S. financial reporting represents a fundamental change for credit professionals.

  • CRF Member Profile - Developing Personal Leadership Skills - Marty Scaminaci Vice President, Client Financial Services, RR Donnelley & Chris La Pak, Executive Vice President/Co-Owner, Pathways to Successful Living Seminars and Pathways to Success for Business - This informative and interactive session will support the development of personal leadership skills and stronger professional partnerships through effective communication, integrity, clear agreements and goals, as well as address the importance of win/win strategies. Managers and executives alike will be inspired to step outside their comfort zone and take risks that will influence others in creating action, which will produce marked results.

Our Wednesday Open Forum program:

  • Just Added

    It is often said that “leadership is doing the right thing; management is doing things right”. CRF is in the process of examining the perceptions and realities of leadership in the credit profession as juxtaposed to the skills and proficiency of management. Recognizing that effective corporate growth stems from superior management and leadership qualities we will spend about an hour during this Open Forum session discussing the attitude and opinion of the group on the subject of “Leadership & Management”.
  • Be part of the ORIGINAL (often copied/never duplicated) CRF Open Forum You set the agenda and ask everyone for assistance with any operational, logistical or best practice questions or concerns you have. Take advantage of this opportunity to get help from a cross section of America's leading credit professionals representing a variety of industries. We'll all help to find a solution.

Oracle and SAP Users - Don't miss these sessions on Monday morning. These sessions are for credit professionals and their IT staff only. No vendors please.

Oracle Users Group

  • As always, in conjunction with our Forum, CRF will host an Oracle User Group session facilitated by Robin Walker, principal of Caliber Application Services, LLC and Carol King, Principal Product Strategy Manager of Oracle on Monday morning from 8:00am to 12pm immediately prior to the start of the CRF Forum. The agenda and meeting location will be forthcoming. This session is not on the agenda brochure.
    Click here to see the Oracle meeting agenda.
    To find out more or to sign-up for this session: email session host
    Robin Walker at: rwalker@caliber-services.com

SAP Users Group

  • SAP User are invited to attend the CRF SAP Users Group meeting ...SAP Users, don't miss this opportunity to get in on the ground floor of this valuable resource. The SAP meeting will take place on Monday morning from 8am to 12pm immediately prior to the start of the CRF Forum. This session is not on the agenda brochure.
    Click here to see the SAP meeting agenda.
    To find out more or to sign-up for this session: email session host
    Dan Chapman at: dan.chapman@highradius.com
This group is targeted towards CRF members and others who are SAP users and are involved in Order-to-Cash and/or Account Receivables business processes such as Credit Management, Cash Application, Collections and Deductions. The group will meet for half-a-day, Monday morning prior to the start of CRF Open Forum events.
    The primary objectives for the CRF SAP User Group are to discuss:
  • SAP Product Functionality
    CRF SAP users will be updated on the latest functionality from SAP for existing and new products. This will primarily cover the current SAP modules such as SAP Accounts Receivables, Sales & Distribution, BW Reporting as well as the new modules within SAP Financial Supply Chain management (FSCM) suite namely Dispute Management, Collections Management, Credit management & Biller Direct.
  • Best practice sharing, discussion & brainstorming
    In these sessions, CRF SAP users will have the opportunity to share their experiences, issues and recommendations with each other at a very detail level. There could be an opportunity to discuss Industry vertical specific business processes such as Deductions & Collections challenges in dealing with retailers.
  • User feedback to SAP
    User requirements can be matched-up to SAP functionality to identify gaps. Those functionality gaps that most users unanimously agree that they would desire to have can be channeled back to SAP via the “ASUG Influence Sessions”. “ASUG Influence Sessions” is a formal charter that is recognized by SAP for users in North America to give feedback to their Product Managers on the desired functionality of SAP. A small committee of CRF members who are also members of ASUG can take up the responsibility to attend the ASUG Influence Session to facilitate this.

CreditRiskMonitor User Group

  • CreditRiskMonitor Users - Don't miss this session
    Wednesday August 18, 2010: 12 Noon-2:00 PM.
    THERE IS NO FEE FOR THIS USER GROUP MEETING but registration is limited and admission is for password/contract holders only.
    To find out more or to sign-up for this session: email session host Al Carmenini by July 1st to reserve your seat alcarmenini@crmz.com
    Click here for more information: CreditRiskMonitor website.

Global Credit Services User Group

  • Global Credit Services User Group - Don't miss this session
    Wednesday August 18, 2010: 12 Noon-2:00 PM or 2:30 PM - 4:30 PM
    THERE IS NO FEE FOR THIS USER GROUP MEETING but registration is limited.
    The Global User Group sessions will provide all attendees information about new developments at Global, access to credit information and intelligence from our professional credit analyst team and opportunities to network with other credit professionals and Global staff. These sessions are open to all credit professionals. No vendors please.

    To find out more and to sign-up please visit one of the links below:
    • Session #1 starts at 12 noon and Session #2 starts at 2:30PM.

    GCS User Group Meeting at CRF (Session 1)         GCS User Group Meeting at CRF (Session 2)

Cortera User Group & Open House

  • Cortera User Group & Open House, Wednesday August 18, 2010 1:00 PM to 3:00 PM.
    THERE IS NO FEE TO ATTEND THIS MEETING. Cortera User Groups are the perfect opportunity to join your fellow customers and share best practices, sharpen your skills, and hear directly from the Cortera team. The user group is open to all CRF attending credit professionals and their IT staff only (even if you are not a customer, you are a welcome to attend). No vendors please. To find out more and to sign-up please visit:
    http://cortera-crf-chi.eventbrite.com/. Questions? Email user group host Alex Coté at . acote@cortera.com

CRF Forum Registration Attendance Policy

Please help us control our meeting costs. Food and beverage commitments are confirmed and guaranteed well in advance of the Forum.
Therefore, if you register we are guaranteeing your attendance and food commitment to the hotel.  Anyone who registers and does not give us advanced cancellation notice, will be charged a fee of $200 for the charges we will incur.

Any registration fees paid to CRF for the Forum will not be refunded if you can not attend; however you can use the registration fee for a future CRF Forum.

If you need to cancel try to send someone else from your organization.

CRF members entitled to free registrations must still register so that we can make an accurate guarantee.
Thank you for your cooperation.

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Join us for another fantastic CRF Forum.
Discounts will be available for more than one person from your company.


Please help us control our meeting costs. Food and beverage commitments are confirmed well in advance and we must guarantee payment. Therefore, if you say you are coming, we are guaranteeing that to the hotel and event venue.


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