SMF – Senior Credit Management Forum

Background

The Senior Credit Management Forum (SMF) has been the leading peer group for senior finance & credit managers since 2006. It provides a unique community for members to meet, network and learn. The aim is to equip members with the practical strategies they need to meet the challenges of a changing business environment, and add value to their roles.

The objectives of the Senior Management Forum are to:

  • share experiences and draw on each others’ knowledge
  • develop and enhance best and new practice in credit and risk management
  • improve skill levels
  • provide access to a network of like-minded professionals and relevant industry experts.

It’s different because…

The Senior Credit Management Forum is not an ad-hoc event with business development aims, but a genuine and lasting community of peers with common interests and goals.

How the forum operates

Meetings

There are 3 Senior Credit Management Forum meetings a year, each of one-day duration
Meetings are held at the Stratford Manor Hotel Stratford Upon Avon.

Meeting Format

Meetings start at 09.00 and run through to 15.30 with breaks. Refreshments & lunch are provided. There is an optional group dinner the preceding evening.

Challenging & instructive agendas

The Senior Credit Management Forum members have significant input into meeting agendas, to ensure that sessions are relevant and cover key areas of common interest.

Interactive delivery

Sessions are delivered through workshops and discussions rather than lecture-style presentations.

We source and invite knowledgeable subject experts in order to ensure that content is of the highest standard.

It’s different because…

Meetings are eligible for the CICM’s CPD Scheme and attract 6 points.

What to expect

Current member sample:

  • Andrew Sykes
  • Anixter
  • Antalis
  • BOC Ltd
  • BP Oil
  • Karndean
  • Dairycrest
  • Hachette UK Ltd
  • Ingram Micro
  • Marshalls
  • Midland Quarry Products
  • Mondelez
  • Neopost
  • Rockwell Automation
  • Staples
  • SIG Plc
  • Xylem Water Solutions

Sample agenda items from the last 12 months

Tactical Practices

What do members do to ensure they achieve their goals? What initiatives secure good team performance?

New Business Integration Plan

Devising a best practice document dealing with integration of a newly acquired business

Legal Update: New Litigation Costs Rules

An overview of changes to the costs landscape following the Jackson reforms, including case studies which demonstrate the potential impact

Electronic Invoicing

What is available, what members do, the pros and cons

It’s different because…

The agenda sessions are drawn directly from suggestions made by members, and are not dictated by either FI Ltd or the sponsors.

Membership Information

Membership criteria

Senior Credit Management Forum membership is open to senior finance & credit professionals. Membership is subject to acceptance of our membership terms & conditions.

Fees

Prospective members are invited to attend their first meeting free of charge and without obligation, to assess the benefits of membership for themselves. Thereafter the annual membership fee is £750 and covers all administration and meeting costs.

Members are responsible for their own hotel, accommodation and travel costs.

Membership is not just about meetings

We encourage members to draw on the network of peers provided by the Senior Credit Management Forum between meetings. There is an established electronic communications channel for  members to ask questions and stay in touch with each other.

smf@forumsinternational.co.uk

All members’ contact details are available on the restricted-access area of the forum website, from where copies of all meeting presentations and workshop outputs can also be downloaded.

A LinkedIn Group has been established, membership of which is strictly limited to forum members and genuine prospective members.

It’s different because…

The membership is a genuine peer group  – the forum is not open to all-comers.

What our members say

SMF Meeting – 7th June

A really informative and enjoyable meeting!  I would like to give particular mention to Neil Massa and the Personal Productivity section – that was excellent and I would highly recommend them being used by you in other forums.

Lisa Humphries, Assistant Credit Manager, Anixter Ltd

Thank you for an excellent meeting.  I particularly enjoyed the Time Management presentation and look forward to putting the suggestions into practice!

Carly Dyson, Credit Manager – Risk & Recoveries, Celesio Group (UK)

Thank you for inviting me as a guest, I very much enjoy the opportunity to meet with other Credit Managers from different industries.

Deborah Spencer, Credit Manager, Biffa Waste Services Ltd

The forums managed by Laurie and Lynn have always been essentials on my calendar due to the high quality agenda content, expert external speakers, and the ability through the workshops to discuss and debate key issues with fellow professionals impacting our day to day and strategic elements of our roles

Simon Johnson, Director of UK Credit Management, SIG plc

I have been a member of the SMF (Senior Management Forum) since its inception, and the CMF (Construction Materials Forum) for over 2 years, and feel that they both provide excellent opportunities to network with like-minded credit professionals and also share in best practices across both my own, and also, different industries.

I have picked up some “little gems” along the way which I have been able to install back in the workplace. In addition to these benefits, we are provided with some excellent speakers and presenters on very topical matters, some of which are very job-specific, as well as others which are aimed at improving us as individuals. Delegates are always given the opportunity to select the subject matter of upcoming forums, so all in all, you receive great value for your money.

Laurie and Lynn provide a first class service to the credit industry and I will be more than happy to support their new venture.

Andrew Woodhead, Credit Manager, Marshalls Mono Ltd]

‘I am a member of a number of the forums which Laurie and Lynn run and I really enjoy the chance to get together with like minded individuals who all have similar challenges and situations which they have to deal with day to day. It is good to be able to benchmark yourself against a similar peer group and pick up good ideas to take back to the office.

The forums are always a good mix of workshops and interactive participation alongside presenters who are always good and sometimes exceptional. I always come away with something new to think about or to try. It is well worth taking time out of a busy working week to participate’.

Jackie Griffiths, Credit Manager, Neopost

We have been a long standing member of the Forums run by Laurie and have found them to be extremely useful in the promotion of best practice and sharing of experiences across the whole industry. The forums are always interesting and enjoyable and allow you to take away initiatives that add real value back in the business.

Stuart Peet, UK Revenue Manager, BOC UK & Ireland

Who We Are

The Senior Credit Management Forum is operated by Forums International Ltd, a leading provider of credit and industry forums and focus groups. Our Forums Team has over 20 years experience of delivering forums and events and have established an enviable reputation throughout the credit profession. FI Ltd currently operate 9 forums across and within a variety of industries.

Director Laurie Beagle has played a significant role in building the credit community across Europe, and is regularly invited to contribute articles to industry publications, particularly on international matters. In April 2012 Laurie was recognised for his commitment to the credit industry with the CICM’s Meritorious Service Award and is currently the Chair of the CICM Sheffield branch. Laurie is a member of the Advisory Council and in 2016 was elected to the position of Chair of the Executive Board.

Director  Lynn Christon has been organising and co-ordinating the Senior Credit Management Forum for the last 20 years. She has specialist skills in event organisation and delivery, communication and member relations.

It’s different because…

Our priority is to correctly interpret members’ objectives and deliver high-quality, valuable forums which offer real benefit. We believe that we demonstrate our credibility best by doing just that.

For more information on this Forum – Click Here

SMF Corporate Partners

Senior Management Forum 1

 

 

Arthur J. Gallagher & Co

“Founded in 1927, Arthur J. Gallagher & Co. has become one of the largest, most successful insurance brokerage and risk management companies in the world. Our Credit & Political Risks Practice works in partnerships with some of the UK’s leading brands in a wide range of trade sectors at home and abroad. We have built an enviable reputation for technical expertise, quality of service and working in partnership with our clients.”

Senior Management Forum 2

 

 

 

C0-Pilot

Our clients hire us to provide advice on Best Practice and to suggest ways of doing things more effectively and efficiently.

Our satisfaction derives from arming our client with the software, tools and support to improve contribution to business performance and the standing of the credit management function within the business.

 

 

 

Experian

Experian is a global leader in providing information, analytical and marketing services to organisations and consumers to help manage the risk and reward of commercial and financial decisions. Experian operates one of the most advanced and comprehensive databases of business information in the UK, offering a range of extraordinary products and services to meet your needs.

Senior Management Forum 4

 

 

Moore Stephens

Moore Stephens is a top ten accounting and advisory network, with offices throughout the UK and member firms across the globe.

Our clients range from individuals and entrepreneurs, to large organisations and complex international businesses. We partner with them, support their aspirations and contribute to their success. In-depth understanding of our clients allows us to deliver focused accounting and advisory solutions, both locally and globally.

Clients have access to bespoke services and solutions, including audit and assurance, business support and outsourcing, payroll and employers’ support, business and personal tax, governance and risk, corporate finance, forensic accounting, wealth management, IT consultancy, and restructuring and insolvency.

Our success stems from our industry focus, which enables us to provide an innovative and personal service to our clients in a range of sectors.

Senior Management Forum 5

 

 

MoretonSmith

MoretonSmith are receivables management specialists, providing a holistic approach to high-performance accounts receivable.

For 20 years, MoretonSmith have been dedicated to helping our clients collect more of what they are owed, more efficiently. They have consistently achieved this, via a combination of cutting-edge collections technology and best-in-class international collection services.

Whether it’s worldwide collections, or in-house processes, MoretonSmith has the talent, technology, experience and expertise to help.

Senior Management Forum 6

 

 

 

Netsend

Netsend has a long history in providing electronic document distribution and the automation of manual processes. Starting life in 1994 as a fax broadcast service, Netsend embraced the opportunities provided by the Internet to pioneer new technologies and distribution channels.

Netsend is now trusted by thousands of businesses globally, operating in over 52 countries, in multiple languages.

More than just secure and streamlined document distribution, Netsend has evolved to provide a range of highly valued tools and services. Businesses rely on the Netsend portal to provide audit-trail, performance analytics and direct management of invoicing exceptions.

In a fast-evolving and competitive market, we help our clients stay one step ahead.

It’s different because…

The Senior Management Forum sponsors have been carefully chosen for the knowledge benefits thy can offer to members and are not permitted to use meetings as sales opportunities. Other suppliers are not able to attend.