Broadcast Date: Thursday, August 11, 2022
from 12:00 pm to 1:00 pm (ET)

CLE/CPE credit will not be awarded in this course.


With the increasing number of business transactions, the complexity and resource requirements for accounts payable (AP) processes continue to grow. Most companies integrate automation technology into their system to improve efficiency and accuracy and accelerate their financial operations. The adoption of AP automation technology claims to reduce cycle times while giving employees more time to accomplish more challenging tasks, thus reducing human errors and increasing employee satisfaction.

However, deploying the right AP automation solution remains a challenge. Financial institutions and other businesses concerned must, therefore, stay updated with the latest AP advancements and trends to keep an edge in this constantly changing business landscape.

Listen as a panel of distinguished professionals organized by The Knowledge Group provide the audience with a comprehensive guide to implementing an effective ePayables program. Speakers, among other things, will also offer helpful insights on the best practices and tools for accounts payable management.

Key issues that will be covered in this course are:

  • Accounts Payable Automation: An Overview
  • Leveraging Automation Technology for Accounts Payable (AP) Management
  • Overcoming Adoption Challenges
  • Best Tools and Tactics
  • What Lies Ahead


Course Level:



Advance Preparation:

Print and review course materials


Method of Presentation:

On-Demand Webcast



General knowledge of accounts payable (AP) management


Course Code:



NY Category of CLE Credit:

Law Practice Management


Total Credit:

1.0 CLE

Speaker Panel:

Jeff Haller, Co-Founder & CEO, CRO

Jeff has been building companies and fueling his entrepreneurial spirit for more than two decades. His expertise spans several industries, including consulting, information technology, and telecom — all of which led to the founding of DataServ in 1994. Although the term had not been developed yet, DataServ was the first Software as a Service (SaaS) provider of document and process automation. Jeff has led the company through many growth phases and at least three recessions and now a global pandemic – all while successfully building and maintaining strong client relationships. He is frequently a speaker at AP and Shared Services industry events. Jeff is the former board president of the Foster & Adoptive Care Coalition, which is focused on eliminating the time kids spend in foster care by quickly finding them homes.

Tony Mattera, APPSC Solution Delivery Team Lead

Tony works with prospective clients to educate them on our solutions and supports our product team through research. He has worked in financial technology since 2010 and joined DataServ in 2016. He enjoys playing sports, spending time outdoors, traveling the world, and being with his family and dogs.

Alla Johnson, CIO
Liberty Diversified

Senior Technology and Business Leader, specializing in building strategic partnerships, inspiring innovation, and delivering high quality, valuable solutions to the right audience at the right time. Spent the last few years contributing to the growth of a global and diverse organization, using Information Technology as a competitive advantage. With many years of hands on experience and proven ability to remain fiscally responsible, I focus on delivering business changing solutions while advancing the strategy of a profitable and responsible business.

Specialties: Strategic alignment between business and technology, contract negotiations, software evaluation and selection. team development, change management, deployment of collaboration tools, developing enlightening analytics, global business system deployments, managing audits and compliance, infrastructure planning and maintenance, PC lifecycle management.


Jeff HallerCo-Founder & CEO, CRO



Tony Mattera, APPSC Solution Delivery Team Lead



Alla JohnsonCIO

Liberty Diversified

A lot of projects fail

  • Stats from DataServ research on IT project and AP project failure rates

What is APIA?

  • Definition or diagram?

No longer a “nice to have” …

  • AP automation technology is a Must-Have in today’s world
  • Because…
    • High Staff Turnover
    • Need to prevent employee burnout
    • Remote Work Initiatives
    • M&A activity
    • Rampant Fraud

Lots of Confusion!

  • Be sure you know what you are looking for
  • Overlapping terminology
  • All vendors are not created equal
  • All products are not the same – they DO sound the same

Big picture definitions

  • APIA vs P2P
    • APIA is AP-centric
    • P2P is designed to solve purchasing problems
  • ePayables
  • eInvoicing
  • ebook on “APIA vs P2P”

More specific terms and definitions

  • Digital Mailroom/Document Intake -
  • Capture -
  • OCR –
  • Workflow –
  • Automated Matching -
  • EDI –

Common Adoption Challenges

  • Before you buy something
  • During the project
  • After you buy Automation


  • Use a SaaS platform that is already working for other clients
    • You don’t have to build it from scratch
    • Learn from other’s mistakes
  • System Integration automation
    • Providers can share how they have done it before
    • Don’t just check the box: they have an API (IT will not appreciate that)
  • Change Management
    • If your provider does not offer tools, do it yourself


  • APIA is a very specialized skill set – select carefully
    • Find a Provider with lots of experience
    • Seek out Providers with Best Practices built-in
  • Set Realistic Goals
    • Baseline your peers
    • Compare notes from Industry groups (IOFM)
  • Plan extra time (more than you think)

What lies ahead

  • Providers and their offerings will keep evolving
  • Providers are consolidating
    • Hard to choose a winner
    • Look for the most advanced with most stability
  • More intelligence
    • Smarter products
  • More automation
    • Less human work involved in things like
    • Data and document Capture
    • Recognition
    • Matching/Coding
  • Contact info?
  • Offer Resources?

Date & Time:

Thursday, August 11, 2022

12:00 pm to 1:00 pm (ET)

Who Should Attend:

  • Chief Financial Officers
  • Chief Accounting Officers
  • Chief Executive Officers
  • Financial Controllers
  • Comptrollers
  • VPs/Directors/Managers of Finance
  • VPs/Directors/Managers of Accounting
  • VPs/Directors/Managers of Accounts Payable



Jeff HallerCo-Founder & CEO, CRO
Tony MatteraAPPSC Solution Delivery Team Lead
Alla JohnsonCIO
Liberty Diversified



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