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Current and Upcoming Events

The Credit Research Foundation invites you to join us and your colleagues at our variety of educational, informative and tremendous networking events.

The importance of managing the Credit and Accounts Receivable functions, and the emerging role of the broader Customer Financial Services responsibility, has placed increasing demands on today's Credit Executives.  To help you meet these challenges, CRF, as the pre-eminent source of education, information and the exchange of knowledge for the business credit profession, has developed programs for a variety of levels of experience.

To see our variety of current events, choose from the following categories below:

  • Credit and Accounts Receivable Forums
  • Credit Research Foundation Workshops
  • Credit Research Foundation Audio Conferences

    Credit and Accounts Receivable Forums

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    CRF produces three Forums each year in various cities around America.  Each Forum provides approximately nine sessions on a variety of subjects and always include our feature session, the Open Forum where everyone joins in helping others with operational issues facing their organization.  This is always a notable experience that you will want to take advantage of.

    Our Forums provide the opportunity to participate in an open discussion of contemporary concerns of credit and accounts receivable management by offering expert information by credit professional's for credit professionals.  They further provide the opportunity to network with others by exchanging ideas, sharing experiences, and discussing ongoing problems in your endeavor to find practical solutions to today's workplace problems.

    CRF Forums focus on structuring, organizing, and effectively managing the credit function. The three Credit and AR Open Forums are presented from a managerial and operational perspective and helps increase efficiency when organizing credit responsibilities. Concepts of functional structure, service quality, and the use of technology are included in the discussions. Because the role of the credit department varies widely among credit organizations, the number of different activities housed within the function and the challenge of limited staff resources are also discussed.
    The forums present a unique opportunity for participants to meet and discuss common challenges with their peers.

    • Credit & Accounts Receivable Open Forum & EXPO
      - August 18 (1/2 day), 19 (full day) & 20 (1/2 day) 2008
      Hyatt Regency, 1300 Nicollet Mall, Minneapolis, Minnesota
    • Credit & Accounts Receivable Open Forum
      - October 20 (1/2 day), 21 (full day) & 22 (1/2 day) 2008
      Doubletree Hotel San Diego-Mission Valley, 7450 Hazard Center Drive, San Diego, California
    • Credit & Accounts Receivable Open Forum
      - March 16 (1/2 day) 17 (full day) & 18 (1/2 day) 2009
      Marriott Hotel, 1400 Parkview, Manhattan Beach, CA
    • Credit & Accounts Receivable Open Forum
      - August 10 (1/2 day), 11 (full day) & 12 (1/2 day) 2009
      Embassy Suites Downtown Lakefront, 511 North Columbus Drive, Chicago, Illinois
    • Credit & Accounts Receivable Open Forum & EXPO
      - October 19 (1/2 day), 20 (full day) & 21 (1/2 day) 2009
      Hilton, 600 Commonwealth Place in Downtown Pittsburgh, PA

    Credit Research Foundation Workshops

    CRF Workshops are a focused session on a particular subject.  These sessions afford participants a smaller, more intimate setting where they can share ideas and learn from subject matter experts in the field of their topic.  Lasting from one to several days, these in-depth but intense programs will clearly meet your training needs.

    • Chicago – Embassy Suites, Deerfield IL
      • November 12th - Unclaimed Property (1/2 day)
        & Sales Tax Exemption Certificate Compliance (1/2 day)
      • November 13th Deduction Management
    Registration information available soon

    Credit Research Foundation Webinars & Audio Conferences

    CRF Audio Conferences and Webinars are designed to bring you relevant, topical information on a wide range of subjects from the technical to the soft skills of managing one of the largest assets on the corporate balance sheet. These programs designed especially for today's busy credit professional typically run just 60 to 90 minutes. You have access to in-depth coverage of an ever-changing array of current topics including new and revised regulations and the latest trends and developments in the field of credit, accounts receivable and customer financial management.

    Negotiation Tips & Strategies Webinar
    July 24, 2008  2:00 PM, EST (1:00 p.m. CST; noon MST; 11:00 a.m. PST)
    Join the Credit Research Foundation and Jessica Butler, Principal of Attain Consulting Group on July 24th for 90 information-packed minutes as Jessica shares with you tips & strategies to improve your negotiation effectiveness. Topics will include:

    • Negotiation Checklists
    • How to Prepare for a Negotiation Session
    • Words to Use / Avoid
    • What to do When People Say "No"
    • Tips for Dealing with "Difficult" People
    • Keys to Success Based on Case Studies from Negotiation Workshops

    There will be plenty of time at the end of the session for questions! (Jessica's last webinar went nearly 2 hours beyond scheduled close due to a dynamic Q&A session.)

    Each registered attendee will receive a certificate of completion and .15 CEUs (continuing education credits).

    In addition, each registered attendee will have the opportunity to email 1 negotiation-related question to Jessica Butler and receive a personal reply with additional tips & advice.