Webinar Replay Library



Webinar Replay Library


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



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




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



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



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

 

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



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



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



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



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



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



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



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



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



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



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



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



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



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



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



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



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



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



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 $0



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



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

Description: The rules for making payments to foreign vendors under 1441 are complicated and broad and continue to evolve. Learn the basics of identifying foreign payees, and determining the character and source of income paid so that you will be primed for compliance with these commonly-audited regulations.

Cost:  Members $0 / Non-members $60



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



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



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