Automate AP or AR? The Answer Is Both

February 27 | 2:00 PM EST
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Advise - Major Projects
Assist - Outsourced Services
Research - Market Data
Inform - Industry Insights
Advise - Major Projects
Assist - Outsourced Services
Research - Market Data
Inform - Industry Insights

Date

Thursday, February 27, 2025

Time

2:00 PM – 3:00 PM EST

Where

This is an online event

Speakers

John Rubinetti, Deluxe
Craig Jeffery, Strategic Treasurer

Sponsored By

Deluxe Logo

Hosted By

Strategic Treasurer Logo
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: As more businesses and financial institutions look to expand and optimize their portfolios, they are seeking ways to better understand their customer base and to reach them more effectively. To accomplish this, many are choosing to offer their AP and AR solutions together. This webinar will explore the possibilities of automating both AP and AR in an intentional and integrated way. Topics addressed will include the difference between activation and implementation, the benefits of offering open and connected payment platforms, the industry trends supporting this transition, and how tailored solutions help you better serve your customers.

Learning Objectives:

  1. Consider how many businesses and financial institutions are choosing to offer their AP and AR solutions together.
  2. Gain understanding regarding the possibilities of automating both AP and AR in an intentional and integrated way.
  3. Learn the difference between activation and implementation, the benefits of offering open and connected payment platforms, the industry trends supporting this transition, and how tailored solutions help you better serve your customers.

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: Information Technology

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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