Webinar Replay Library

AP Roundtable: Everything You Think You Know About Suppliers Payments is Wrong (TTW August 2020)

Presented by: 
Henry Ijams, VP of Product Marketing, AvidXchange

Description: You’ve heard the hype about electronic payment and think you know everything about supplier payments, but do you? Here is your shot to talk to a payments expert on what is true and what is false about paperless supplier payments in the post-COVID environment. Listen in as Henry Ijams, VP Product Marketing of AvidXchange takes you through the ins-and-outs of your check payments, purchasing cards, virtual cards, ACH, cross border payments, and what it means for your department in 2021. We will use the latest fraud, ePayment acceptance, and payment stats and supplier preferences as backdrop to discuss how you can eliminate your remaining check payments in the ongoing work from home environment.

Cost:  Members $0 / Non-members $60

Managing B Notices – Don’t Let B Notices Manage You! (TTW July 2020)

Presented by: 
Jill Dymtrow, Director of Information Reporting and Withholding at Moss Adam
Kelli Wooten, Tax – Managing Director at KPMG, LLP

Description: This session will cover how to review your records to determine solicitation requirements, how to collect TINs from payees, how to know which is a first B Notice versus a second and how requirements differ, and how to request penalty abatement for filing returns with missing or incorrect name / TIN combinations.

Cost:  Members $0 / Non-members $60

Accounts Payable Transformation: “Chipping” Away at Invoice Automation Success (TTW June 2020)

Presented by: 
Dan Andrew, SVP of Sales, Corcentric

Description: This presentation will focus on Shearer’s Foods and their agile approach to Invoice Automation.

Shearer’s has a national footprint of production facilities for greater supply chain, production, and shipping efficiencies. Both their corporate headquarters and distribution center are located in Massillon, Ohio along with the Accounts Payable Processing Center. Shearer’s will provide a detailed overview of their transformation journey and the phased approach that drove the success and management of this project. The session will outline how Shearer’s achieved best in class benchmarks and operational efficiencies.

Cost:  Members $0 / Non-members $60

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Card: How to Create a Win-Win for You and Your Suppliers (TTW May 2020)

Presented by: 
Robin Anderson, SVP, Commercial Card Consultant, Texas Capital Bank
William Kniering, SVP, Head of Commercial Card, Texas Capital Bank

Description: Let’s face it: Suppliers are critical to your business and card products are expanding with new e-procurement tools. But, you need to understand when cards work and when they do not.

Cost:  Members $0 / Non-members $60

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The Fickle Finger of Fraud: A Look at Fraud from an Accounts Payable Perspective (TTW April 2020)

Presented by: 
Craig Simpkins, Director of Finance Transformation, Johnson Controls

Description: Every day in the news, there are stories about individuals in all levels of position within an organization that commit some type of fraud, ultimately impacting the financial results or reputation of an organization. This fraud can include misstatement of financials, the creation of a shell company, or filing false expense reports. We will look at a large embezzlement by trusted individuals in a small company where segregation of duties did not exist and finally, the treasurer of a child’s athletic association embezzled funds.

Cost:  Members $0 / Non-members $60

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Why You Need A Payments Strategy (TTW March 2020)

Presented by: 
Brent Myers, VP Sales, Nvoicepay

Description: “Getting rid of checks” isn’t a strategy. Companies have to decide how they are going to replace checks, and how to position themselves to take advantage of future technology innovations tied to payments. New automated solutions are making it possible to think strategically about how you can get the most leverage from every payment you make.

Cost:  Members $0 / Non-members $60

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What Accounts Payable Professionals Need to Know About AUP (TTW February 2020)

Presented by: 
Randolyn Davis, Senior Manager – State and Local Tax, PricewaterhouseCoopers (PwC)
Meg Taylor, Manager, PricewaterhouseCoopers (PwC)

Description: This 50-minute session will provide the basic fundamentals of Abandoned and
Unclaimed Property, with a concentration specific to AP professionals. We will cover the compliance
regulations, audit landscape, and current litigation and legislation.

Cost:  Members $0 / Non-members $60

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The 5 Technologies That Will Have the Biggest Impact on P2P in 2020 (TTW January 2020)

Presented by: 
Greg Bartels, President & CEO, IPS
Mark Brousseau, President, Brousseau & Associates

Description: Procure-to-pay (P2P) automation is changing at a dizzying rate. Established technologies are evolving, new technologies are emerging, and organizations are purchasing and consuming technologies in different ways. Making sense of it all can be a tall order for even the most tech-savvy P2P leader — especially with the pressure to automate P2P reaching a fever-pitch. During this webinar, our speakers will offer a glimpse into the automation strategies of P2P organizations, provide an overview of the five technologies that will have the biggest impact on P2P in 2020, layout an action plan for P2P departments to leverage these technologies, and share lessons learned by other organizations that have automated.

Cost:  Members $0 / Non-members $60

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Maximize the Efficiency of your Accounts Payable Invoice Process (TTW December 2019)

Presented by: 
Dan Andrew, SVP of Sales, Corcentric

Description: Is your accounts payable process not as efficient as you’d like? Are manual tasks bogging down accounts payable processors, not allowing their true potential to be achieved? This presentation will discuss the options available for automating your accounts payable invoice process. It will include what you should consider when reviewing automation solutions and the steps to help build a business case that will prove the value of automation. It will also cover best practices to consider when moving to an automated environment.

Cost:  Members $0 / Non-members $60

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Progress on the Path of Payments Improvement: An Update from the Federal Reserve (TTW November 2019)

Presented by: 
Tim Boike, VP of Payment Industry Relations, Federal Reserve Bank of Chicago

Description: Over the years, the Federal Reserve has worked alongside the industry to pursue real-time, safe, highly secure, efficient, broadly inclusive and ubiquitous payment services in the U.S. During this session, attendees will learn about the efforts of industry work groups focused on real-time payments, the Fed’s initiatives to assess any needed improvements to its services in pursuit of real-time payments, and the collaborative work to identify and mitigate payment security risks. Hear from the Federal Reserve on how you should prepare for the future of the U.S. payment system.

Cost:  Members $0 / Non-members $60

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Form 1042 and 1042-S Leading Practices (TTW October 2019)

Presented by: 
Kelli Wooten, Managing Director, KPMG

Description: The Form 1042 and 1042-S seemingly become more challenging each and every year. Come get your questions answered as we spend time discussing leading practices for compliance, how to effectively review Forms 1042 and 1042-S, and what red flags you should be on the lookout for.

Cost:  Members $0 / Non-members $60

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1099 Reporting: How to Save Time and Avoid Penalties (AP Week 2019)

Presented by: 
Jill Dymtrow, Director, Information Reporting & Witholding, Moss Adams

Description: Avoid January headaches by preparing in advance. Make sure your data is clean and ready to go for reporting prior to filing season deadlines. Understand how the IRS is penalizing late and incorrect filings. This session will cover best practices for preparing 1099 filing information, as well as the basics for who must be reported and where to report different types of payments. The session will also provide insight into a major 1099-MISC update for 2020.

Cost:  Members $0 / Non-members $60

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Leading with the Brain in Mind (TTW September 2019)

Presented by: 
Candace Jaramillo, Accounts Payable Supervisor, Discovery Natural Resources

Description: In this webinar, participants will learn about basic parts of the brain and the role each part plays in human functioning. Participants will then learn how to have brain based conversations, learn with the brain in mind, and recognize which basic needs are most important to their employees.

Cost:  Members $0 / Non-members $60

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Accounts Payable Recovery Audits – A Deeper Dive (TTW August 2019)

Presented by: 
Mitch Blau, CAPP, Director of Healthcare Audits, Strategic Audit Solutions

Description: Both internal and external Accounts Payable Recovery Audits have become a common practice. Whether it’s bringing in an outside firm or trying to do it yourself, the process can be bothersome and downright painful. Or, if done correctly, can be a smooth learning experience that enhances your productivity, identifies some areas to improve, and maybe even finds some additional dollars you didn’t know about.

As a follow-up to his presentation at last August’s Third Thursday Webinar, Mitch Blau, an Accounts Payable Audit Professional with more than 20 years of experience, will help us better understand AP Recovery Audits and hope to take the sting out of your next experience.

Cost:  Members $0 / Non-members $60

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Nobody Left Behind (TTW July 2019)

Presented by: 
Chrys Olson, Natural Habitat Adventures

Description: Successful leaders recognize change. Extraordinary leaders anticipate it. We move. We grow. We upgrade. We automate. As a team, we are expected to keep up. But teams are made up of individuals and as leaders, we need to recognize how each team member approaches change and provide the leadership necessary so nobody is left behind. Learn how to do this – one character at a time.

What if your team consisted of Peter Pan, Garfield, Charlie Brown, Popeye, and Tigger? How would each of these characters feel about change? How would you, as their leader, help them keep up and embrace the change happening around them? That’s our mission in this webinar. Come along for the ride – should be fun!

Cost:  Members $0 / Non-members $60

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The 4-Step Plan to Getting More Out of Your Supplier Payments (TTW June 2019)

Presented by: 
Mark Brousseau, President, Brousseau & Associates
Jim Scott, SVP, ACOM Solutions

Description: When it comes to paying suppliers, the check may not be in the mail. More organizations are paying more suppliers electronically to reduce costs, better manage cash and spending, strengthen supplier relationships, and mitigate the risk of compliance violations and fraud. But these benefits will remain out of the reach of organizations that do not have an effective strategy for paying suppliers electronically.

This webinar will provide attendees with the latest research on pressures and priorities for electronic payments, lay out the pitfalls of an ineffective strategy for migrating to electronic payments, reveal a four-step action plan for optimizing supplier payments, and share a case study of an organization that has successfully optimized its payments to suppliers.

Cost:  Members $0 / Non-members $60

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Re-Inventing Your Vendor Relations Strategy in 3 Simple Steps (TTW May 2019)

Presented by: 
Gary Kallenbach, CPO in Residence, PRGX
Josh Morrison, Global Director of Solution Consulting, PRGX

Description: Managing Vendor Relations is potentially one of the most difficult jobs to define in the Accounts Payable department, but it is also among the most crucial.  A failure to properly communicate with vendors will cost you in ways that you know about and in many more ways that haven’t even considered.  To make matter worse, managing inbound vendor queries and other help desk issues is very time-consuming and typically quite manual.  Most AP departments find that they are suffering profit loss as well as a depletion of key resources in an attempt to keep up with the high demand of vendor communication and issue resolution.

PRGX has leveraged nearly 50 years of experience working with the world’s largest Shared Service groups to construct a three-step approach that will have you managing your vendor relations with ease while eliminating profit loss and returning your precious internal resources to value-add tasks.

Attendees of this webinar will:

  • Learn how to quantify the known and unknown costs of poor vendor relations
  • Review best practice strategies for improving vendor relations, communication, and issue resolution
  • Discover different time-savings methods for managing inbound vendor queries
  • Explore proven paths for executing a more efficient vendor relations  strategy

Cost:  Members $0 / Non-members $60

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How to Manage Accounts Payable Operations in a Digital World (TTW April 2019)

Presented by:
Kevin Devecioglu
Managing Director
Bimser International Corporation

Description: 
In this session you will learn the following:

  • Why digital transformation is important to you
  • What type of companies should invest in accounts payable automation
  • How to plan accounts payable automation operations
  • How to use EBA to manage accounts payable operations
  • How to use workflow engine to increase efficiencey
  • How to use dashboard and reporting tools for accounts payable automation
  • Benefits and ROI of accounts payable automation

Cost:  Members $0 / Non-members $60

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The Accounts Payable Quality Metric You Musn’t Ignore Any Longer (TTW March 2019)

Presented by:
Eric Hayes
Regional Vice President
FISCAL Technologies

Description: This presentation will walk you through research and analysis, highlighting some key areas for your review, while also offering advice on where to start with respect to eradicating these defects from your organization.

Cost:  Members $0 / Non-members $60

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Best Practices for Successful Accounts Payable Customer Service (TTW February 2019)

Presented by:
Phil Binkow
CEO
Financial Operations Networks

Description: Accounts payable activities touch thousands of stakeholders including vendors, employees, management and government entities. This session will cover current proven practices for delivering superior service to AP’s customers.

Cost:  Members $0 / Non-members $60

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Why is Abandoned and Unclaimed Property Important to Accounts Payable (and Accounts Receivable)? (TTW January 2019)

Presented by:
Robert Joseph, Director – State and Local Taxes
Meg Taylor, Manager – State and Local Taxes
PwC

Description: This 50 min session will provide the basic fundamentals of abandoned and unclaimed property while providing a special focus on what AP and AR professionals should really focus in on. We will cover the compliance regulations, audit landscape, and current litigation and legislation.

Cost:  Members $0 / Non-members $60

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Three-Way Matching in the Real World: Tips and Tools (TTW December 2018)

Presented by:
Matt Brodsky
Solutions Consultant
Chrome River

Description:  Companies which need to use three-way matching for invoice processing face a bewildering choice of options. Whether it’s manually matching POs, invoices and shipping orders, processing them through an ERP solution, outsourcing the process or using a dedicated cloud-based solution, it can be difficult to navigate the landscape and know what solution best suits your specific needs.

In this webinar, Matt Brodsky of Chrome River will discuss what key features organizations should look for when making their choice of solution.

Cost:  
Members $0 / Non-members $60

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Form 1099 and 1042-S Best Practices (TTW November 2018)

Presented by:
Kelli Wooten
Managing Director
KPMG

Description: Complete and accurate Form 1099 and 1042-S reporting is more important than ever before as IRS penalties continue to increase. Come learn about industry best practices for making sure your data is ready to support efficient information reporting processes and how to review information reporting to flag any issues prior to reporting. 

Cost:  
Members $0 / Non-members $60

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Documenting Your Vendors – U.S. & Foreign (TTW October 2018)

Presented by:
Jill Dymtrow
Director
Moss Adams

Description: When making payments to vendors, collecting the proper documentation is key. Documentation is the cornerstone of ensuring proper withholding and reporting for your vendor payments. Collection of proper tax certifications could save your organization or vendor thousands in tax withholding and penalties. Learn when Forms W-9 and W-8 are required and the best practices for validating each of the forms.

Cost:  
Members $0 / Non-members $60

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Payment Strategies: Driving Costs Out and Bringing Revenue In (TTW September 2018)

Presented by:
Jason Turner
VP, Solution Consultant
Commerce Bank

Description: In this session, we will examine the payment strategies that can be utilized to convert check payments into electronic payments and incorporating revenue opportunities as well. We will discuss which suppliers would be open to which payment methods and the best practices for approaching your supplier base. We will also cover the additional benefits payment strategies can bring and how to achieve results.

Cost:  
Members $0 / Non-members $60

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A Professional’s Guide to Accounts Payable Audits (TTW August 2018)

Presented by:
Mitch Blau
Principal and Senior Consultant
Payment Solution Advisors

Description: In addition to the potential for found revenue, an audit of your accounts payable transactions can yield valuable insights into your process and reveal issues you didn’t know were occurring. During this webinar, we will discuss what an audit of accounts payable should include and the types of monies and issues that may be revealed. 

Cost:  
Members $0 / Non-members $60

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Disrupter or Distractors in Financial Technology (TTW July 2018)

Presented by:
Chris Elmore
AvidXchange

Description: What tech trends should you be paying attention to as a finance professional? This session will help see real change in technology and give ideas on how to look at that change differently. The point behind this section is to take the fear out of technology change.

Cost:  Members $0 / Non-members $60

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Assessing the Value of Your AP Shared Services Department (TTW June 2018)

Presented by:
Peggy Marks and Josh Morrison
IFO Board of Directors

Description:  In today’s business environment, we are all being challenged to do more with fewer resources. Many leading organizations have moved to a shared services model in accounts payable, allowing their organization to benefit from consistent processes and scalability. However, how do you know if your Accounts Payable Shared Services Department is realizing the value it should?

Join us for this session which will lay out what to look for in order to perform an assessment of the effectiveness of your Accounts Payable Shared Services Group; presented by members of your IFO Board of Directors, all seasoned Accounts Payable Shared Service Experts, for this insightful discussion on how to drive incremental value to your organization.

Cost:  Members $0 / Non-members $60

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Mobile Apps: Advancing Commercial Card Programs Forward (TTW May 2018)

Presented by:
William Kniering
Commercial Card Sales and Relationship Management
MUFG Union Bank

Description: According to comScore’s 2017 Cross-Platform Future in Focus report, the average American adult (18+) spends 2 hours, 51 minutes on their smartphone every day. Companies can now leverage what is already in the hands of their employees, their smartphone, to administer card programs and adhere to regulatory requirements. Mobile technology for cards can now meet the growing expectations of a consumer experience with the stringent control of a corporate card program.

Cost:  Members $0 / Non-members $60

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Managing the Fun Stuff:  How to Hire the Best Employees and Motivate Them to Succeed (TTW April 2018)

Presented by:
Chrys Olson
Adventures Payable Manager
Natural Habitat Adventures

Description:  Have you ever hired a great candidate whose evil twin showed up to work for you? How did that happen? Maybe you interviewed for a job you were perfect for and didn’t get it. Why? How much fun would it be to manage and work with a team of motivated, happy individuals? Learning objectives will include:

  • Targeting interview questions to meet your expectations
  • When the best candidate might not be the best employee
  • Rewarding without creating entitlements
  • Best use of recognition and rewards for employee motivation

Cost:  Members $0 / Non-members $60

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Do’s and Don’ts of Choosing a Payment Automation Solution Provider (TTW March 2018)

Presented by:
Brent Meyers
VP, National Sales
Nvoicepay

Description: Between bank solutions for payments, card programs, and cloud-based software, it’s hard to know whether you’re getting what is promised. Make it easy with this checklist to guide your decision-making process to learn the difference between cloud software and a full-service payment solution with ongoing vendor enrollment, a payment guarantee, and the appropriate security credentials.

Key Take-Aways:

  • Learn why a true payment automation solution offers more than one type of payment (ACH, card, and print-check). 
  • How SOC and PCI compliance standards protect your vendor’s sensitive information.

Cost:  Members $0 / Non-members $60

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Abandoned and Unclaimed Property Emerging Issues (TTW February 2018)

Presented by:
Heela Popal, Principal
Brandi Wendt, Manager
PwC

Description: With states targeting companies both large and small in all industries for protracted unclaimed property audits, companies could experience a significant drain on internal resources and a negative impact to their bottom line as a result of an audit. The states see unclaimed property as a way to balance their state budgets through increased unclaimed property compliance efforts.  It’s a way for states to raise revenue without raising taxes. The interactive session will include discussion of best practices in regards to risk management, compliance and governance associated with unclaimed property.

Cost:  
Members $0 / Non-members $60

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Emerging Trends in AP: The Ins and Outs of Integrated Payables and Virtual Cards (TTW January 2018)

Presented by:
Jack Sevier
Director of Product Management-Corporate Payments
Comdata, Inc.

Description: Finance professionals are being increasingly called upon to provide strategic leadership to identify ways to eliminate cost and increase efficiencies, plus ultimately provide bottom line improvement. Ironically, financial operations are often neglected in this effort and outdated technology and manual processes are left in place, despite the fact that tremendous improvement opportunities exist.

Cutting edge AP departments are starting to embrace an emerging solution called integrated payables to automate their processes while also converting payables from a liability into an asset. Sound exciting?

Cost:  Members $0 / Non-members $60

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Building a Bulletproof Accounts Payable Operation (TTW December 2017)

Presented by:
Brian Rosenberg
Chief Executive Officer
TRG Consultants

Description: In this webinar, attendees will learn how to use controls and segregation of duties to build a bullet-proof AP operation without compromising the efficiency of AP operations or the ability to deliver excellence in customer service. They will also learn common controls that are ineffective, and the not-so-common controls that are the best protection against those looking to take advantage of weaknesses in the AP process.

Cost:  Members $0 / Non-members $60

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Card Opportunities: A Matter of Risk Versus Transaction Size (TTW November 2017)

Presented by:
Ramona Hall
Card Program Consultant
MUFG Union Bank, N.A.

Description: Companies successfully driving growth to their card programs are looking at opportunities for card usage differently.  Card transactions are no longer a matter of size but targeting low “Risk” transactions; driving transactions to the right purchase “Channels” and coordinating efforts between purchasing and account payable.  Leveraging a new approach to evaluating your card program can deliver the growth and ultimate rebate for your company.

Cost:  Members $0 / Non-members $60

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1099 Updates (TTW October 2017)

Presented by:
Kelli Wooten
Director
CTI Tax Solutions by IHS Markit

Description: Lots of changes have been happening in the Form 1099 reporting space and some interesting legislation working through Congress means more change may be on the horizon, including an increase to the $600 Form 1099 MISC non-employee compensation threshold for reporting. 

Join us to learn all about these changes and how to stay in compliance.

Cost:  Members $0 / Non-members $60

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Five Critical Skills to Empower Leadership (Leadership October 2017 )

Presented by:
Ed Robinson
Robinson Performance Group

Description: As professionals, we need to be perceived as leaders in any organization and/or any industry, so you should have the ability to influence others. Therefore, this program will be highly interactive and assists participants to use a six-step process to influence key players in your organization.

Cost:  Members $0 / Non-members $60

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The Problem with Evaluating Innovation (TTW September 2017)

Presented by:
Chris Elmore
AvidXchange

Description: With technology becoming more and more prevalent, it is becoming difficult to understand the impact. What makes matters worse is the companies that create these innovative applications (which are designed to make your life better) do a terrible job of explaining why they are important.

Cost:  Members $0 / Non-members $60

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The Evolution of Card: Clearing the Confusion with New Electronic Payment Solutions (MUFG Union September 2017)

Presented by:
Robin Anderson, MBA
VP, Program Card Consultant
MUFG Union Bank, N.A.

Description: 
Join this informative webinar to help you know what you are being sold and what you may be signing up for, reconciliation, and how to avoid or reduce your reconciliation burden.

Cost:  Members $0 / Non-members $60

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Holy Smokes Batman! How to Become an Accounts Payable Superhero (Comdata July 2017)

Presented by:
Meitra Aycock  
VP of Product Management
Comdata Corporation

Description: Does it feel like someone is always sending up the AP bat signal? While fighting crime may not be in your job description, AP leaders are faced with a myriad of challenges. Not only are you expected to operate with fewer resources, but you’re also expected to provide more data and spending insights. 

Cost:  Members $0 / Non-members $60

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Measuring and Driving Success in AP & Procurement Operations with KPIs (TTW June 2017)

Presented by:
Brian Rosenberg
CEO
TRG Consultants

Description: Key Performace Indicators and Metrics provide your AP or Procurement operation with vital information that you can use to measure success and drive process improvement.

Cost:  Members $0 / Non-members $60

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Beginner’s Guide to Making Payments to Non-U.S. Vendors (TTW May 2017)

Presented by:
Kelli Wooten 
Director
CTI Tax Solutions, a division of IHS Markit

Cost:  Members $0 / Non-members $60

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Using Data Analytics to Drive AP Success (TTW April 2017)

Presented by:
Candace Jaramillo
Accounts Payable Supervisor
QEP Resources

Description:  In A/P numbers can tell us a very interesting story.  Have you ever read the story of your A/P department?  This session will cover some ideas for data analytics and show you how one company uses numbers to manage workloads and staffing.

Cost:  Members $0 / Non-members $60

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Electronic Payment Essentials and Beyond for AP (TTW March 2017)

Presented by:
Amy Morris, Senior Director of ACH Network Rules
Robert Unger, Senior Director of Product Mgmt. & Corporate Relations 
NACHA

Description:  The ACH Network is a major artery for financial payment and information exchange in the United States.  Last year, nearly 22 billion consumer, government and business-to-business payments worth nearly $40 trillion flowed through the network. This session will focus on how AP professionals can leverage the ACH to improve payables, cash management, and customer service processes.

Cost:  Members $0 / Non-members $60

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The Fickle Finger of Fraud: A Look at Fraud from an Accounts Payable Perspective (TTW February 2017)

Presented by:
Craig Simpkins, CAPP, CFE
Senior Director of Shared Services
Brookdale Senior Living

Description: This webinar will review the red flags that can help identify fraudulent situations, the associated risks, and the tools available to help control the processes within an accounts payable environment. There will be case studies presented from accounts payable to help correlate the red flags to the tools available, and help make you more cognizant in identifying fraudulent situations.

Cost:  Members $0 / Non-members $60