Transform Your Finance Function with AP Automation

Are you ready to elevate your finance operations and bring efficiency to your organization? Join us for an insightful webinar on transforming your finance function through AP automation. This session will guide you through identifying the right moments to reassess and refresh your finance tech stack, ensuring your systems are up-to-date and effective.

Key Takeaways:

• Evaluating Finance Operations: Learn how to recognize the signs that indicate it's time to take a step back and assess the efficiency of your finance operations. Discover the key indicators that suggest a need for a technology refresh.
• Approaches to Review: Get best practices for conducting a thorough evaluation to uncover inefficiencies and opportunities for process improvements.
• Transformation Insights: Hear examples of how other organizations have successfully begun transforming their finance function with automation.
• Building a Plan: Learn how to develop a strategic plan for transforming your finance function. From initial assessment to full implementation, we'll provide a roadmap to guide you through each step of the process.
• Technology Snapshot: Receive an assessment of the different technologies available in the market today. Understand the capabilities of various AP automation solutions and how they can benefit your organization.

Take advantage of this opportunity to gain valuable knowledge and start your journey towards a more efficient and effective finance function.

Join us and transform your finance function today!

Jocie Dye
Principal of Client Accounting & Advisory Services, CLA

Jocie Dye is a Principal in CLA's Client Accounting and Advisory Services (CAAS) group and leads our national assessment and system service capabilities.  Jocie has more than 25 years diverse experience in financial, operational, and IT management and leverages this experience to assist clients in assessing the structure, processes, and systems of their finance and operations, with an eye to integration of cloud-based systems and automated processes.  Prior to joining CLA, Jocie worked in a variety of industries, including charter school, nonprofit, professional services, and retail. Jocie currently works with a wide variety of nonprofit clients, with a focus in the charter school sector.

Matt Merrill
Partner and Industry Marketing Manager, Tipalti

Matt is a data and insights-driven marketing professional with extensive experience in both sales and business development. His focus is on building synergies between marketing, sales, business development, and product to inform strategic decision-making around industry initiatives. Matt holds a BA in Economics from the University of Michigan-Ann Arbor and an MBA from NYU Stern School of Business.