Broadcast Date: Wednesday, July 13, 2022
from 12:00 pm to 1:00 pm (ET)

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


Automating the order-to-cash cycle ends with cash being received. However, that’s not the true end to the process. It’s the beginning of the next cycle of collections or deductions management or your treasury team’s bank reconciliation process. Achieving consistent cash flow in your organization is the key to a successful business.

Having a global cash application tool that can be used for automating all the inbound and outbound cash, keeping track of your bank balances, and reconciling them too, while being tightly integrated with Enterprise Resource Planning (ERP) and bank data will ensure your company is a leader, not a laggard in cash management.


Course Level:



Advance Preparation:

Print and review course materials


Method of Presentation:

Live Webcast



General knowledge of cybersecurity


Course Code:



NY Category of CLE Credit:

Law Practice Management


Speaker Panel:

Greg Coulter, CEO

Cashbook CEO, Greg Coulter has more than 20 years of experience in Cash Management automation processes. Greg is responsible for Cash Management implementations around the globe, resulting in the implementation of Cash Management software solutions in over 50 countries. His years of experience and a background in accounting and finance has impacted the successful growth and development of the company since Greg began his role at Cashbook. Greg graduated from the University of Otago in New Zealand where he obtained a 1st Class Honours degree in Economics and Finance and is also a CIMA qualified Accountant. He is now celebrating his 20th year as CEO of Cashbook.

David Rushe, Global Sales Manager

David Rushe is the Global Sales Manager of Cashbook and has almost a decade of experience in cash automation processes and software solutions. David holds a 1st Class Honours Business degree in Accounting & Finance from the Limerick Institute of Technology. He has travelled the world visiting Cashbook customers and partners and keeps up to date with all new developments around cash automation in the finance industry. The many years of experience and education provided by David have been an integral component to Cashbook`s exponential success in recent years. David hails from Co. Clare in Ireland and this year is celebrating his 10th year at Cashbook.

Mike Kelly, Senior Enterprise Business Analyst

While currently the Senior Enterprise Business Analyst, Mike has worn many hats in his 27 years at Barry-Wehmiller – including more than ten years as their Enterprise Director of IT Applications.  He currently works on all projects related to Financial processes and   ERP integrations – and has been the primary contact at BW for their three years on Cashbook.


Greg Coulter, CEO


  • Automating the Cash Application process and what that looks like for a company.
  • Automating the Collections process which begins at the end of your last cash application cycle.
  • How digitizing the Deductions Management process can help recover more lost revenue.
  • How the digitalization of key areas of the O2C Cycle is benefitting companies in the long run.
  • How to achieve consistent cash flow in your organization.

David Rushe, Global Sales Manager


  • The Digitization of Customer Remittances in multiple file types, as well as the automation of bank lockboxes.
  • The Bank Reconciliation process and how automating it is saving huge time for companies.
  • How the digitization of Electronic Payments allows for one single payment solution irrespective of the bank, currency or ERP system.
  • How all this automation is helping Treasury Management to become more efficient, improving cashflows and allowing for more advanced future company planning and investment.

Mike Kelly, Senior Enterprise Business Analyst


  • How we realized at Barry Wehmiller that the time had come to purchase financial software to digitize our key financial processes – and integrate those processes with our banking partners.
  • The integration process between the financial software and our specific ERP system.
  • The key results and benefits that we have seen through the use of cash automation software.
  • What the future looks like for Barry Wehmiller around further increasing the use of cash automation software throughout the organization.

Date & Time:

Wednesday, July 13, 2022

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

Who Should Attend:

  • Chief Financial Officers/ Chief Technology Officers
  • Finance Managers
  • Senior Finance Managers
  • VPs and Directors of Finance
  • Accounts Receivable Specialists
  • Accounts Receivable/Payable Managers
  • Accounts Receivable/Payable Supervisors
  • Accounts Receivable/Payable Consultants
  • IT Managers
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Greg CoulterCEO
David RusheGlobal Sales Manager
Mike KellySenior Enterprise Business Analyst



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