Credit & Accounts Receivable Open Forum
Date:October 20 (1/2 day), 21 (full day) & 22 (1/2 day) 2008
Click here to register on-line
See Registration Form or Call CRF for substantial discounts for multiple registrants from the same company.
Click here to view & print the Brochure and Agenda
Location / Hotel
Doubletree Hotel San Diego-Mission Valley, CA
7450 Hazard Center Drive
San Diego, California, 92108
Visit the Hotel & Book On-line here
Or Call for Reservations: 800-222-8733
To get our rate,the reservation group code is CRF
Room rate is $179.00 single or double plus tax.
The CRF Room Block expires September 12th, 2008...Book your room before 9/12/2008.
The hotel offers convenience to San Diego's finest sightseeing and recreation. We are located in the heart of San Diego, California amidst world-class shopping, dining and entertainment. The Doubletree Hotel San Diego-Mission Valley is just a Trolley ride away from:
- Downtown's historic Gaslamp Quarter
- Old Town
- Tijuana, Mexico
Fashion Valley Mall, the largest and finest shopping destination in the County, is within walking distance of the hotel! And, San Diego International Airport (SAN), championship golf (Carlton Oaks Golf Course, Eagle Crest Golf Club, Steele Canyon Golf Club, Riverwalk) and beautiful beaches (Pacific Beach, Blacks Beach, Sunset Cliffs) are minutes away!
Check-In: 3:00 PM - Check-Out: 12:00 PM
On-site parking, fee: Self Parking:12.00 USD - Valet Parking:15.00 USD
Airports (see hotel website above for directions)
San Diego International Airport
Distance from hotel: 7.7 mi. Drive time: 13 min.
Directions: Interstate 5 North to interstate 8 east to interstate 163 north. Exit Friars road east. Right on Frazee. Right on Hazard Center drive.
Forum Topics:
- The Ever-changing Role of the Credit Executive and the Growing Partnership with Sales
- A 3-phased Approach For Successful Employee Retention - How to:
- Hire the best people for your department
- Implement programs to increase morale and employee satisfaction
- Meet employees long term career goals
- Bankruptcy - What's Different This Time?
- Managing Credit in a Global Economy
- Understanding Global Transactions
- Sources of International Credit Information
- Effective Collection Strategies
- Best Practices for Global Credit Management
- Credit Risk Mitigation Strategies
- Identifying payment risks in international commercial transactions
- Understanding the risks that are and are not covered by various risk mitigation techniques
- Match risk mitigation techniques with risks inherent to transactions
- Crafting an international credit policy suitable to your company's risk appetite and competitive position
- Doing Business in Central America and Mexico - One of the largest US exporting markets. Avoid making the common mistakes that will hamper your ability to build and develop business in Mexico. Learn useful "do's" and "don'ts" and discover resources that will guide your efforts.
- Managing Risk in a Turbulent Market - Dealing with distressed debt
- The CRF Open Forum discussion where you set the agenda and get help with operational and logistical problems you encounter in the workplace
Running concurrent with the CRF Forum Bring your senior credit and risk analysts for an exciting training opportunity by CRF's acknowledged expert instructor, Dr. Steven Isberg. Let CRF help you in your training needs.
We are offering our popular 1 & ½ day Customer Financial Analysis training workshop in conjunction with this CRF Forum.
October 20 (1:00 - 4:30 pm) & October 21 (8:30 am - 4:30 pm)
The program, “A Practical Approach to Understanding Your Customer's Business Through Financial Analysis”, conducted by Dr. Steven Isberg, is the premier training and educational program for credit and risk analysts. This workshop is for intermediate and advanced level learning.
Participants will receive a working financial analysis spreadsheet for their personal use.
The CRF Financial Statements Analysis training program consists of three modules that will be
included in the day and a half format.
The Modules include:
Critical areas of financial ratio analysis & Risk analysis
Modeling and Completing a Diagnostic Financial Statement Analysis
Case Studies in Financial Statement Analysis
For more information, and registration click here.
PeopleSoft, Oracle and SAP Users
- Don't miss these sessions on Monday morning
PeopleSoft Users Group
- PeopleSoft credit and AR users, don't miss this chance to join a PeopleSoft Strategy Manager, for the first CRF / PeopleSoft meeting. Take advantage of this opportunity to discuss the latest enhancements to PeopleSoft and discuss tips and techniques with your colleagues to improve performance. The session will take place Monday morning from 9:00am to noon 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.
To find out more or to sign-up for this session: email session host
Mark Sinn at: barbarac@crfonline.org
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 9:00am to noon 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.
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 8:00am to nooon 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.
To find out more or to sign-up for this session: email session host
Sashi Narahari at: sashi.narahari@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:
- 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.
Please support our sponsors!
- ABC-Amega
- AG Adjustments
- Atradius
- Cortera
- D&B
- Equifax
- Experian
- IAB Solutions
- PredictiveMetrics
- Smyth Solutions
- SunGard AvantGard
Please 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.
"Since joining CRF, I am tremendously impressed by the professionalism of the organization. Top credit and treasury professionals from all types of businesses attend CRF Forums where they find solutions to questions and issues that confront them in their organizations. Meeting your peers and reviewing best practices of other organizations is a tremendous learning opportunity."
Ron Borcky, Global Director of Credit, International Paper
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Credit & A/R Open Forum & EXPO 