Senior Credit Management Forum (SMF)
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
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.
Meetings start at 09.30 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.
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
- BOC Ltd
- BP Oil
- Edmundson Electrical
- Hachette UK Ltd
- Ian Williams
- SIG Plc
- Ingram Micro
Sample agenda items from the last 12 months
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
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.
Senior Credit Management Forum membership is open to senior finance & credit professionals. Membership is subject to acceptance of our membership terms & conditions.
Who should attend our Forums
Our Forums are for practicing credit professionals of all levels. Today there are a multitude of job titles, so the Forums are for you.
The only exception is that we do not allow suppliers to attend unless they are pre-contracted corporate partners or speakers. Our promise to you is: You will never be directly sold to when you attend a Forum meeting.
Remember. Attending a Forums International Forum for the first time is free. We encourage you to come along and gauge the benefits for yourself before making a commitment to join.
Our memberships are company memberships and two people can attend each meeting.
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 £825 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.
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
‘Great day as is always the case. I came away with something to benefit my role and team. The credit insurance presentation was particularly good. Thanks you.’
Lynne Lucas, Group Credit Manager, Andrew Sykes Group plc
‘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]
‘Great day, thank you Laurie and Lynn. Very informative presentation on the construction industry from a credit insurance perspective and good to understand how insolvency proctitioners work. More GDPR!’
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
‘Very good day indeed – thank you again.’
‘Another great session from my view. Thanks you for another great forum.’
Really good meeting – one of the best we have had for a while! It was an excellent day.’
‘Good thought provoking content. Atradius view of the economy was very helpful.’
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. He was elected to the Advisory Council in 2010 and the Executive Board in 2012 becoming chair in 2016. He is now CICM Vice President. Laurie ia also an Associate of the Association of Fraud Examiners.
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.
SMF Corporate Partners
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.”
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.
BDO 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.
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.
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.
Rimilia provides award winning Cash Application & Cash Allocation software products that deliver industry leading tangible benefits like no other, but don’t just take their word for it – their customers are not only already enjoying the benefits of process automation, they are winning awards as a result of implementing Rimilia’s solutions too.
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.
Delphinus tmc work with individuals from business, sport and entertainment – who are under pressure to deliver results –whatever that means to them – and we give them the tools, confidence and support structure to achieve.
The management role is more complicated and with more pressures than it has ever been.Gone are the days when management was about running a business – it is now all about running a company – with all the “people challenges” board pressures and everything else that involves.
Tie that into increasingly competitive, challenging and uncertain markets and it is no wonder that people battle to deliver at the level they KNOW and have proved they can.
Delphinus tmc help people to be the best version of themselves.
Esker is a global leader in AI-driven process automation solutions. Esker’s cloud-based solutions are compatible with all geographic, regulatory and technology environments, helping over 11,000 companies around the world improve efficiency, visibility, accuracy and cost-savings associated with the processing and exchange of information.
Founded in 1985, Esker operates in North America, Latin America, Europe and Asia Pacific with global headquarters in Lyon, France, and U.S. headquarters in Madison, Wisconsin.
Esker’s solutions span the order-to-cash (O2C) and purchase-to-pay (P2P) cycles allowing organisations to automate a variety of different business processes that run on paper documents, including:
- Order Managementprocess, track and archive any customer order or claim electronically.
- Accounts Receivablestreamline invoice delivery and reduce DSO with automated tools.
- Accounts Payableturn AP into a profit centre with paper-free vending invoice processing.
Esker’s Collections Management automation solution (powered by TermSync technology) helps companies manage all post-sale collection interactions easily and electronically. Both suppliers and their customers benefit from a faster and more transparent collections process to speed up customer payments and reduce collection disputes.
For more information on Esker and its solutions, visit https://www.esker.co.uk. Follow Esker on LinkedIn at Esker – Northern Europe, or on Twitter at @EskerNEurope and join the conversation on the Esker blog.
Celebrating their 15th year in business, CoCredo pride themselves on offering online company credit reports and related business information within the UK and overseas. CoCredo provide business information on over 256 million companies across 221 countries, updated over 500,000 times per day. They have direct feeds from D&B, Companies House and other premium providers across the world, this is supported with award winning customer service. To speak to one of our experienced consultants or for a FREE trial please visit www.cocredo.com