A benefit of registering for AR Connect is ALL sessions are recorded and will be available, on demand for 30 days after the event.
Todd M. Albers
Todd M. Albers is a Senior Payments Consultant at the Federal Reserve Bank of Minneapolis in the Payments, Standards, and Outreach Group. Todd joined the Federal Reserve Bank in 2016, and his duties include work that covers research and coordination amongst interested parties in B2B payment efficiency, standards, and electronic invoicing. He is the convener of the Business Payments Coalition e-Invoice Work Group. He is also member of several standards development bodies, including:
ISO 20022 Payments Standard Evaluation Group
U.S. Mirror Group to ISO TC 68/SC9/TG01
W3C Web Payments Commerce Group
OASIS Universal Business Language (UBL) Technical Committee
Todd’s background includes 18+ years in the Financial Services and Technology Industry; where he was responsible for strategy and new product development for products including electronic accounts payable (EAP), electronic invoice presentment & payments (EIPP), commercial credit cards, and expense report management solutions.
Elaine Nowak is dedicated to educating credit and A/R practitioners about the impact of using an integrated receivables workflow enabled by Artificial Intelligence to improve key receivables operating metrics. Elaine's mission includes working with progressive users along with industry partners to identify and share key insights on best practices at industry forums, conferences and webinars.
Closing the Loop: 3 Cash Application Best Practices to Improve Credit, Collections & Dispute Management KPIs
In A/R, cash application is usually viewed as a low hanging fruit & the cash application teams are perceived as the back office agents whose primary responsibilities include mostly transactional tasks. However, if we consider the impacts of an inefficient cash application process, it transcends way beyond delayed payments processing, poor customer experience, high operational costs & poor working capital management.
Join Elaine Nowak, Director of Product Marketing & Management, HighRadius as she walks you through the practical implications of a slow cash application process in Order to Cash, and discusses some real-life success stories of organizations who scaled up their ROI with cash application automation.
Top trends & challenges related to cash application process
3 best practices to mitigate the impact of slow cash application
Sneak peek into the next gen cash application process in A/R
James A. Sadik is a Managing Director for the Unclaimed Property Management Solutions Team of True Partners Consulting. Jim has extensive experience in all aspects of unclaimed property including the conducting of large scale general ledger multi-state audits, voluntary unclaimed securities compliance and reporting, and audit defense. Jim currently specializes in the defense of publicly traded companies who are subject to multistate unclaimed securities audits, audit defense of registered broker/dealers and banks, along with representing holders in a variety of industries including life and property/casualty insurance, retail, manufacturing, and energy exploration.
Before joining True Partners Consulting LLC, Jim held the position of Senior Manager of Unclaimed Property Operations at Verus Financial LLC, where he participated in various multi-state unclaimed property examinations of many large life insurance companies.
Over a 20 year period, Jim held various management positions at the ACS Unclaimed Property Clearinghouse. He supervised numerous multi-state audits of property & casualty insurers, retirement asset custodians, consumer electronics and medical device manufacturing companies. Jim was also a Manager in the PricewaterhouseCoopers LLP State & Local Tax practice in Boston, MA, where he specialized in providing unclaimed property audit defense services to client companies.
29 years’ experience in unclaimed property auditing and consulting, Jim has represented virtually every state in the auditing of Fortune 500 companies for the purpose of identifying past due unclaimed property liabilities. Jim’s industries of focus have included mutual funds and broker dealers; medical devices and consumer electronics manufacturing companies; rebates and consumer promotions third party administration; property & casualty insurance, life insurance, and health insurance companies.
Jim has extensive experience in voluntary unclaimed property reporting, specifically in the areas of unclaimed securities reporting and in the reporting of property owed to states as a result of the major insurance company demutualizations. Jim also has extensive knowledge of financial services industry record-keeping systems (insurance, stock transfer, retirement assets, stock brokerage accounts) and how they are impacted by unclaimed property reporting requirements.
Unclaimed Property for AR Professionals
How policies and procedures pertaining to Credit Balances, Unapplied Cash, and Write-offs can adversely impact a company’s compliance obligations.
As the A/R Manager at Foley, Jason Rupaka oversees the collections activities for over 42,000 clients. Here, Jason's leadership has resulted in significant improvements in the company's Accounts Receivables Department - leading to greater collections activity and more efficient processes.
Jason speaks and writes regularly on topics related to A/R management. He is also utilizes his Six Sigma Green Belt certification improving the department’s productivity, decreasing days sales outstanding and increasing company revenue through defining, analyzing, measuring, implementing and controlling innovative processes.
A financial services and technology industry veteran with more than 30 years’ experience, Berdan was formerly Vice President of Market Development for Canadian-based D+H, a leading provider of technology solutions and a Top 20 Fin Tech provider. During his tenure, Berdan had responsibilities for the alliance management, consulting outreach, and key association relationship management for the D+H USA products. Prior to D+H, Berdan served as Vice President of Product Management at Harland Financial Solutions, where he was responsible for leading the company’s product strategy for core banking, branch automation, channel and payment solutions. Prior to Harland, Berdan was a veteran banker, including opening several community banks in Wisconsin and Florida. He served on the bank’s Board of Directors as Chief Operating Officer and as President of the bank’s wholly owned mortgage company.
Tooling Up for the Future of A/R: 5 Applications of Artificial Intelligence and Networks in Everyday Credit-to-Cash
Artificial Intelligence is all around us; we carry it in our pockets, it’s in our cars and homes and influences our lives on a scale bigger than we realize. But how do you utilize Artificial Intelligence as a tool in your everyday credit-to-cash? Tooling Up for the Future of A/R: 5 Applications of Artificial Intelligence and Networks in Everyday Credit-to-Cash, will give you a glimpse at what Artificial Intelligence can do for Accounts Receivable.
Tanmay Mehra consults with HighRadius customers on large SAP Receivables Management projects and helps them transform their credit and Accounts Receivable operations. Tanmay has worked on many Fortune500 receivables transformation projects and specializes in Fiori applications, HANA Cloud Platform and SAP Receivables Management modules in S/4HANA and ECC.
How can e-Invoicing Adoption Accelerate in the U.S.
Electronic invoicing is not a new concept, as many businesses have digitized their billing and accounts receivable processes. However, the current approach is fragmented and based on proprietary standards, resulting in “islands of trade”. This prevents businesses from fully realizing the benefits of their automation efforts. The Business Payments Coalition is trying to change the paradigm, by creating a set of policies, open standards, and guidelines for e-invoicing that will help businesses to connect with each other, in a seamless, and much less costly way. In this session, you will learn about the e-invoice interoperability framework initiative and how it is addressing the barriers for greater adoption of e-invoicing and the benefits it will bring.
Integrated Receivables: Five Technologies to Accelerate your AR process to the Next Level
Learn how technologies are transforming the way your AR team can process payments more efficiently and increase customer service.
Diana Eagen has responsibility for Sales & Customer Development for Esker North America. For over 20 years, her expertise has been providing software solutions that compliment an organizations current Accounting and IT departments while improving their productivity, efficiency, and environmental impact. Diana’s passion at Esker is helping finance departments eliminate paper and manual processes while decreasing costs within the credit-to-cash cycle.
7 Proven Strategies for Reducing DSO and Improving Company Cash Flow
In manual collections processes, poor visibility and low productivity are pervasive. Rather than providing a post-sale experience that benefits both the vendor and customer, it often negatively impacts both.
Listen in as Diana Eagen, Esker Sales Director, reveals seven steps organizations can take to reduce Days Sales Outstanding (DSO) and improve company cash flow. Attendees will learn how to combat the root cause of issues in collections management by employing a strategy that:
• Simplifies collections interactions with self-service & automated tools • Improves productivity by centralizing activities to a single platform • Enhances visibility with real-time metric tracking & custom reporting • Enables staff to focus on value-added activities rather than manual duties