CPA - medium firm
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In this session, you will learn ways to move from the project-intensive morass of transactional drudgery and paperwork to higher value functions within your organization. You will leave with insight into improved communication, tightened-up operational processes, and gaining back more time for those higher value duties. The result is a more efficient organization, less stress, and a higher perceived value for you and your teams.
Learning Objectives:
- Identify the limitations of your current AP processes
- Consider the impact of AP on all three aspects of project management as well as overall profitability
- Learn about relevant technologies designed for simplifying your specific business processes
Geni Whitehouse, CPA.CITP divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley, working with MentorPlus.com to move the profession forward, writing, speaking, and tweeting at EvenANerd.com. Her mission in life is to make boring subjects enjoyable, and she is seldom at a loss for topics.
She is a regular keynote presenter at CPA and Technology conferences around the country. She has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor. In addition, she was a member of the TEDxNapaValley organizing committee and was the first speaker at their inaugural event.
She is a co-founder of Solve Services, a remote bookkeeping business for the wine industry. She is the author of How to Make a Boring Subject Interesting: 52 Ways Even a Nerd can be Heard, available on Amazon.com.
About Our Sponsor
Core Associates has partnered with AvidXchange™, a leading fintech provider of accounts payable (AP) and payment automation solutions, to create Core + AvidXchange Pay, the only full invoice-to-pay solution in the construction space for Sage 300 CRE users, allowing firms to focus more on their jobs and less on time-consuming paperwork by delivering greater control over invoice and payment approvals, faster payments for vendors, and higher rebate potential to offset cash flow challenges.
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AvidXchange is an industry leader in automating invoice and payment processes for mid-market businesses. Founded in the year 2000, AvidXchange processed 9.5 million payments last year across its network of more than 500,000 suppliers, transforming the way 5,500 customers in North America pay their bills. AvidXchange is distinguished as a global fintech unicorn and one of the fastest growing technology companies in the U.S. with 1,300 employees in seven office locations. For more information, visit www.AvidXchange.com.
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