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Overview:

Accounts payable (AP) automation has continuously created positive buzz across industries in recent years. Along with its upward trend is the growing prominence of electronic invoicing or e-invoicing, an effective and efficient way of extracting and validating vast volumes of invoices received daily from different sources and in varied formats. As simpler platforms, e-invoicing and AP automation help companies – big or small – to eliminate the burden of costly and laborious manual processing.

However, optimizing and selecting an effective e-invoicing and AP automation software platform can be challenging. Thus, it is essential for companies to have a keen understanding of how AP automation and e-invoicing solutions can be maximized. Businesses must also be cognizant of selecting the appropriate software platform that would specifically cater to their needs.

Join a panel of thought leaders and professionals brought together by The Knowledge Group as they provide an in-depth analysis of the latest e-invoicing and AP automation trends and developments. Speakers will discuss how AP executives can apply these updates within their organization. They will also provide tips and strategies on how to maximize the potentials of AP automation and e-invoicing in this evolving digital era.

Some of the major topics that will be covered in this course are:

  • e-Invoicing and Accounts Payable Automation: Trends and Developments
  • Maximizing the Benefits of AP Automation and e-Invoicing
  • Common Risks and Challenges
  • Essentials of an Effective AP Automation and e-Invoicing Solution
  • Practical Tips and Best Strategies

Learning Objectives:

  • Identify what to consider when building a case for AP automation and in selecting the right automation partner
  • Recognize the types and benefits of e-Invoicing and AP automation
  • Determine how to take AP automation to the next level

Credit:

Course Level:

Intermediate

 

Advance Preparation:

Print and review course materials

 

Method of Presentation:

On-demand Webcast (CLE); Group-Internet Based

 

Prerequisite:

None

 

Course Code:

148769

 

NASBA Field of Study:

Information Technology – Technical

 

NY Category of CLE Credit:

Law Practice Management

 

Total Credit:

1.0 CLE

1.0 CPE (Not eligible for QAS (On-demand) CPE credits)


CLE State Requirements:

https://knowledgewebcasts.com/cle-state-requirements/

Speaker Panel:

Cody Manning, VP of Sales
Yooz USA

Cody Manning is the Vice President of Sales at Yooz North America. He is a multi-award-winning sales leader with expertise in Sales Strategy, Business Development, and Enterprise Software Sales to name a few.

His time at New Mexico State University equipped him with the fundamentals in Business needed to excel his career but it is his drive and passion that has led him to win awards such as Global Inside Sales Rep of the Year, President’s Club, and Leadership President’s Club. He has worked and led successful projects at companies such as Symantec and McAfee.

He resides in Celina, TX with his wife and two daughters.

Christine Doxey, CAPP, CCSA, CICA, CPC, President
Doxey Inc.

Chris Doxey is an author, speaker and management consultant that is passionate about improving financial process. Chris focuses on internal controls, process transformation and automation. Chris has extensive experience with trade directories, metrics and analytics and self-audit tools.

Chris spent over 25 years at Hewlett Packard and Verizon in senior P2P, logistics, and finance & accounting leadership positions.  Chris held executive positions with global P2P audit firms for 8 years. During her 8 years of management consulting experience, Chris designed a new fiscal closing process for a large enterprise, implemented a self-audit tool for a global P2P audit firm. Chris developed the requirements for a trade directory and drove the implementation process for a global financial institution.

Jess Scheer, Executive Editor
IOFM

Jess Scheer is an award-winning business reporter, focused on the intersection of accounting, finance and management. As the executive editor of the Institute of Finance and Management – IOFM, Jess is responsible for continually improving:

  • The world’s largest database of AP best practices and lessons learned (serving a membership of nearly 6,000 practitioners);
  • The most utilized trainings for AP professionals (relied on by more than 25,000 professionals to advance their careers).

Jess is a popular speaker, keynoting IOFM’s annual conferences and dozens of virtual events each year.

Agenda:

SEGMENT 1:

Cody Manning, VP of Sales

Yooz USA

  • Best-in-Class Accounts Payable with Yooz (vs. the others)
  • Strategies to convince decision-makers to invest in AP automation
  • Measuring your AP Automation ROI and investing in the right AP automation partner

SEGMENT 2:

Christine Doxey, CAPP, CCSA, CICA, CPC, President

Doxey Inc.

  • Definitions and Types of AP Automation
    • Defining e-Invoicing and AP Automation
    • What are the types of AP Automation?
  • Benefits of e-Invoicing and AP Automation
    • How do e-Invoicing and AP Automation support business continuity?
    • How does AP Automation reduce risk and improve internal controls?
    • How does AP Automation support a timely and precise fiscal close?

SEGMENT 3:

Jess Scheer, Executive Editor

IOFM

  • 2020 was the year of AP Automation: 3 in 4 AP departments now have some system in place; 2 in 3 invoices are now e-invoices — both are up from less than 50% just 18 months ago.
  • In 2021, the big question will be: “now what?” Automating a bad process just makes bad worse faster. So, the key will be identifying the process changes and internal controls to gain efficiencies from these new investments.
  • Just because you have something, doesn’t mean it’s the right or best thing. So, the question becomes: what additional functionality will be helpful to prepare to become a more successful AP department of the future. (What do you need to assist with cash/expense management and forecasting, etc.)

Date & Time:

Thursday, January 21, 2021

3:00 pm to 4:00 pm (ET)

Materials:

Download Course Materials

Who Should Attend:

  • CFOs/CEOs
  • VP/Director of Finance
  • CAO
  • Controllers
  • Private and Public Companies
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SPONSOR

SPEAKERS

Cody ManningVP of Sales
Yooz USA
Christine Doxey, CAPP, CCSA, CICA, CPCPresident
Doxey Inc.
Jess ScheerExecutive Editor
IOFM

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