Optimizing Cash Flow: The Key to Receivables Modernization

August 12 | 2:00 PM EDT
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Advise - Major Projects
Assist - Outsourced Services
Research - Market Data
Inform - Industry Insights

Date

Tuesday, August 12, 2025

Time

2:00 PM – 3:00 PM EDT

Where

This is an online event

Speakers

Nathan Dixon, Deluxe
Craig Jeffery, Strategic Treasurer

Sponsored By

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Hosted By

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Approved for up to 1.2 CTP/CCM recertification credits by the Association for Financial Professionals.
Participants who attend this live session and respond to 3 polling questions will earn 1.2 CPE credits.

Description: Join Deluxe’s Nathan Dixon and Strategic Treasurer’s Craig Jeffery as they uncover the modernization of cash application processes with efficient integration strategies. They’ll discuss the benefits of integrating your ERP with cash application systems, the changing role of automation in receivables, and the impact of modern technologies like AI and machine learning on data. Learn how to navigate payment complexity and enhance your financial operations.

In this webinar, you’ll find:

• The common pitfalls of integration and leading strategies to avoid them
• The benefits of cash application automation
• A real-life case study of effective cash application

Learning Objectives:

  1. Consider the modernization of cash application processes with efficient integration strategies.
  2. Gain understanding regarding the benefits of integrating your ERP with cash application systems, the changing role of automation in receivables, and the impact of modern technologies like AI and machine learning on data.
  3. Learn how to navigate payment complexity and enhance your financial operations.

Registration: To register for this session, please fill out the registration form on this page. In order to be awarded full credits, you must respond to all 3 polling questions during the program.

Field of Study: Finance

Prerequisites: None

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

Cancellation and Refund Policy: Since there is no fee for registering or attending this session, there are no refunds. You may cancel your registration at any time before the session by contacting us at webinars@strategictreasurer.com. There is no fee for cancellation.

Complaint Resolution Policy: For more information regarding administrative policies such as complaint and cancellation, please contact our offices at 678-466-2220.

Strategic Treasurer is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org

After hitting the submit button, you will receive a confirmation email within 5 minutes. If you encounter any issues while registering for this webinar, please contact our team.

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