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Jacob Whetstone
Director, Invoice to Cash
Facing over a million deductions from big-box retailers like Walmart, Target, and Kroger, we knew going toe-to-toe the old way wouldn’t scale. So we overhauled the process with AI agents, automating backups from 25+ portals, linking proofs, and scoring every claim. Days Deductions Outstanding dropped by 25. We’ll discuss our playbook for recovering F&B deductions faster.
Danielle Leonard
Director, O2C Supply Chain Ops
We had 250+ payments hitting daily. With an S/4HANA migration looming, 20 days of payments and millions in deductions were about to pile up. Chaos. We leaned on AI agents for a facelift. We’ll share how 96% cash app automation dropped our DSO and helped us resolve deductions faster than ever (despite team size dropping from 8 to 1).
Dan Crociata
President, CEO
As a CFO, I don’t get into the weeds of remittance matching, but I do care about speed, control, and visibility. With 92% of payments now auto-applied, we’ve slashed unapplied cash by 60%, freed up millions in working capital, and made our cash position clearer than ever. Turns out, one of our best liquidity plays was hidden in plain sight.
Jeremy Oswald
Director, Financial Services
60,000 missed attempts and rising A/R balances had BSN Sports stuck, until they cranked up the Metallica…and some automation. The result? Automated dunning emails and a new in-app outbound call module complete with scripts, contacts, call transcriptions, and auto-drafted follow-ups. One collector now covers 4x more accounts. Past dues dropped 50%, card fees cut by $500K. We'll even cover which songs worked best!
Richard Grajales
Sr. Treasury Analyst
Our close used to take 30 days. Bank recs alone ate up 60+ hours and we still worried about missing fraud. Now we reconcile 94,000 line items a day across hundreds of accounts and entities. 99.99% matched. Zero variance. Close done in 7 days. Now the only thing that breaks at month-end is for lunch.
CPG used to outperform the S&P. Not anymore. Over the last 3 years, while the S&P 500 climbed 64%, more than half of the top 50 global CPGs saw flat or declining growth. Inflation, retailer margin pressure, and supply chain volatility are taking a toll. In this fireside chat, CPG leaders crack open the new CPG playbook: how the smartest teams are reclaiming revenue, improving working capital, and making receivables a growth driver again.
Jessica Butler
Consultant
Kay Rogers
VP, Financial Transactions NA
Jacob Whetstone
Director, Invoice to Cash
Top-down forecasting skips the one thing that matters: customer behavior. We went bottom-up, analyzing how each customer actually pays. Across 1M invoices and hundreds of buyer relationships. The result? 99% accuracy and 48% drop in Past Dues. We’ll discuss how we mapped payment signals and found patterns in remittance data. It’s made A/R the most predictable (and actionable) number on the balance sheet.
Glisson Inguito
Director, Corporate Treasury
Every few years it’s a new crisis: DotCom, financial meltdown, pandemic, trade wars. Each one hits liquidity differently. For us, resilience means more than bracing for impact. By shifting to bottom-up AI forecasting, we reach 98–99% accuracy, cut daily cash-management time from 2 hours to 15 minutes, and saved $1.6M in interest. Now our Treasury doesn’t just react to shocks. We simulate 50+ scenarios weekly and make real decisions with real data.
Keynote
Kellie Fischer
CFO
In 2010, we filed for bankruptcy. In 2023, we won it all. But now the pressure’s different. We are navigating rising player costs, streaming revenue cliffs, and the economics of a repeat title run. The stakes are higher, the margins are tighter, and there’s no salary cap safety net. To win the next Series, it’ll take more than a deep bullpen. It takes a whole new playbook.
Keynote
Dr. Tim Naddy
CFO
I run finance for a minor league team that dances on dugouts, rewrites the rulebook, and sells out 40,000-seat major league stadiums. We’ve 10X’d revenue, tripled headcount, and gone from scrappy to viral. Behind the banana suits and TikToks? Serious operations, forecasting chaos, and now… AI. Managing finance has never been this fun (or this fast).
Keynote
Tyler Shultz
Whistleblower
How does a company raise $700 million and reach a $10 billion valuation without working tech? I was just 23 when I uncovered the fraud at Theranos. In this candid conversation, I’ll unpack how financial hype, boardroom blind spots, and broken ethics created Silicon Valley’s most infamous collapse, and what every finance leader can learn from it.
With two collectors managing 63,000+ customers, we were drowning in follow-ups. So we automated what didn’t need human judgment. AI built our daily worklists, drafted emails, and even became our call assistant. Each collector got back over 1,200 hours a year reinvested into actual customer conversations. That shift cut past-due accounts by 41% and skyrocketed contact volume. And we’re just getting started.
Tammy Schultz
Director-Financial Operation
Meagan Crofutt
Financial Operations Associate
Denise Mendes
Vice President Credit and Accounts Receivable (AR) Operations
Our DSO was stuck at 69 days, $120M sat past due, and credit card fees ate into margins. Month-end close stretched on for weeks. Now we’ve freed up $30M in cash flow, saved $1.2M in interest, cut $5.5M in card fees, and close 75% faster. We’ll break down how connecting collections, forecasting, payments, and reconciliation on a single platform made it all possible.
Juliano Godoy
Vice President
In our high-value commodity business, fragmented processes and $100,000+ invoices made older debt extremely risky. Our 60+ day past due debt was at 3.2% , creating constant credit risk, especially in our complex process by commodity type. We centralized our workflow from multiple SAP screens to one and used AI for straight-through cash application. This focus decisively reduced our 60+ day debt by 69% from 3.2% to a best-in-class 1%.
Pamela Spencer
Assistant Controller
With 22 companies and 128 data sources, our close process was a mess of spreadsheets, emails, and late nights. By automating reconciliations across bank, GL, and intercompany, we cut report prep time from 6 hours to 30 minutes and shaved nearly 10 days off our monthly close. Now, with 94% forecast accuracy and audit-ready reconciliations, our team focuses less on firefighting and more on financial strategy.
Joy Krugel
Credit Manager
Cash application became our AR command center, hitting 95% item-level automation and 99% claim aggregation. The pain of Walmart and Kroger deductions and portal switches is now instantly managed, not manual fire drills. This domino effect means clean collector worklists and sales-blocking orders are instantly cleared. I'll share how we auto-coded complex charges like lumper fees to pinpoint cost-to-serve, turning a 78% productivity boost into a top-line lever.
Michele Strong
Sr Director of AP and OTC Shared Services
Every entity had its own process. Every bank, its own portal. Reconciling cash across 22 Pavion companies was like chasing shadows. We burned down the silos with a single platform now powering payments, credit, collections, and reconciliation. Same-day cash posting. DSO down by 8 days. And we unlocked over $6 million in working capital by finally seeing the full picture.
Khristina Thomas
Sr. Director - Settlement Operations
Settlements were accurate. But reconciling 75M+ transactions across 250+ merchants and 8 systems meant delays, blind spots, and 150 spreadsheets checked by hand. A $100K payment error caught too late? Gone for good. With automated daily reconciliation, faster error detection, we moved from a 15-day close to now 5. What changed? A new mindset: speed isn’t just efficiency, it’s risk protection. And it might be the difference between recovering a six-figure mistake… or writing it off.
I used to think DSO was a collections problem. I was wrong. The problem was messy, manual cash application, which wasted collector time and buried the right dollars in a swamp of 600,000 invoices. Collectors were chasing the wrong customers. By achieving 90%+ Straight-Through Cash App, we cleaned up the A/R, prioritized 15,000 customers, and cut DSO by 20 days. This focus on the right dollars unlocked $20 million in cash flow and gave us the working capital to support 15+ acquisitions without tapping into our credit line.
Joseph Grass
Director of Credit & A/R
Kelly Gutierrez
Cash Applications Manager
Chason Dancer
Credit Manager
When I moved to the U.S. as CFO, even basic reports looked foreign. The books were compliant but unreadable. That’s when we decided: no more duct tape. We introduced a centralized checklist, rolled out automated reconciliations, and now building anomaly detection into the process. We’ve cleaned up decades of noise. Automated nine of our worst journal entries, reached 80% touchless bank reconciliation, and reclaimed days of close effort. We’re not chasing perfection, but we’re finally getting close.
Bardo Bardelli
CFO
James Eastland
Director of Finance - NA
Eric O’Link
Controller
I always dreaded close week. Long hours, scattered spreadsheets, and if even one person was out… chaos. When a senior team member retired, we knew we couldn’t backfill with more stress. We rebuilt. With one central checklist and real-time visibility, we rebalanced workloads, cleared bottlenecks early, and kept the close moving. Bank recs that took a full day now take two hours. We achieved 96% matching accuracy and reduced our close time by nearly 40%. No heroics required, just the right system.
Super User Training
Learn advanced tips & tricks for using HighRadius' Credit Management Software. Including best practices and shortcuts for:
Super User Training
Learn advanced tips & tricks for using HighRadius' e-Invoicing Portal. Including best practices and shortcuts for:
Super User Training
Learn advanced tips & tricks for using HighRadius' B2B Payments Software. Including best practices and shortcuts for:
Super User Training
Learn advanced tips & tricks for using HighRadius' Cash Application Management Software. Including best practices and shortcuts for:
Super User Training
Learn advanced tips & tricks for using HighRadius' Deductions Management Software. Including best practices and shortcuts for:
Super User Training
Learn advanced tips & tricks for using HighRadius' Collections Management Software. Including best practices and shortcuts for:
Super User Training
Learn advanced tips & tricks for using HighRadius' Record to Report Software. Includes best practices and shortcuts for both the Close & Reconciliation and Consolidation & Reporting Suites:
Super User Training
Learn advanced tips & tricks for using HighRadius' Accounts Payable Software. Including best practices and shortcuts for:
Super User Training
Learn advanced tips & tricks for using HighRadius' Treasury & Risk Software. Includes best practices and shortcuts for Cash Forecasting, Cash Management, and Treasury Payments:
Product Roadmap
Amid industry shifts and credit challenges, proactive risk mitigation is vital. HighRadius Credit offers reports from 35+ agencies, customizable to regions and industries. Discover how the Autonomous Credit solution ensures real-time visibility, proactive blocked order prediction, and global portfolio management in this session.
Product Roadmap
Explore the rising demand for digital collaboration and self-service in today's era. Learn how to achieve seamless global billing and payments, reducing invoicing costs by 70% through auto-invoice delivery and self-serve payment portals. Discover additional benefits of integrated solutions for auto-cash posting and dunning activities in this session.
Product Roadmap
The industry shift towards digital payments challenges organizations to cut processing fees impacting profits. Join this session by HighRadius to learn about simplifying B2B transactions, enhancing consumer experience & eliminating ~100% of bank key-in fees. Explore cost-cutting through Level-III Data, convenience fees, and surcharge collections using human-machine synergy.
Product Roadmap
Addressing economic trends, businesses tackle target account identification, broad customer outreach, and call volume optimization challenges. Explore HighRadius Autonomous Collections speeding recovery to reduce DSO and Past Dues by 20%+. Enhance collector efficiency using AI-based prioritization, automated dunning, and real-time reporting for comprehensive receivables insights in this session.
Product Roadmap
In cash application, automation is key. HighRadius offers 80%+ automation at the invoice level, streamlining operations with minimal manual intervention. Discover how HighRadius Autonomous CashApp automates payment matching and accurate cash application, even with incomplete or inaccurate invoice numbers, in this session.
Product Roadmap
Deductions significantly impact the bottom-line especially in CPG, Manufacturing, and Technology sectors, affecting 10% of your revenue. Discover human-machine synergy to empower deduction teams, prevent revenue loss, and boost net recovery. Learn AI-driven strategies for early invalid deduction identification, dispute validity prediction, and automated matching, saving millions.
Product Roadmap
Autonomous Treasury minimizes manual work and errors by offering real-time global bank account access. Achieve 95% cash management automation and 90% prediction accuracy. Explore how this comprehensive solution streamlines financial operations, minimizes manual data entry, saves time, enhances accuracy, and optimizes financial processes in this session.
Product Roadmap
HighRadius enables over 90% faster account reconciliation, greatly reducing manual work for streamlined operations. Learn how to gain granular visibility and control over the entire record-to-report cycle through an integrated accounting process powered by autonomous reconciliation.
Product Roadmap
Say goodbye to data mismanagement, human errors, and accounting omissions. HighRadius' Financial Consolidation and Reporting software centralizes entity management and streamlines group consolidation. The result? A 60% faster consolidation and 30% reduction in Days to Reconcile.
Product Roadmap
Accounts Payable automation software enables teams to process every invoice exception in 3 minutes or less. Achieve 100% invoice capture using AI parsers, and see how AP Email Assistant classifies emails and auto-responds with AI-generated email drafts. Discover 360-degree reporting to see the status of compliance, efficiency, controls, and governance.
Roundtable
Join this small-group discussion of finance professionals currently using or evaluating HighRadius' Collections solution. Get references from current customers, share best practices and lessons learned, and ask your questions directly to a HighRadius product expert. Max Capacity: 15 participants (reserve your spot in the Radiance app)
Roundtable
Join this small-group discussion of finance professionals currently using or evaluating HighRadius' Credit solution. Get references from current customers, share best practices and lessons learned, and ask your questions directly to a HighRadius product expert. Max Capacity: 15 participants (reserve your spot in the Radiance app)
Roundtable
Join this small-group discussion of finance professionals currently using or evaluating HighRadius' Cash Application solution. Get references from current customers, share best practices and lessons learned, and ask your questions directly to a HighRadius product expert. Max Capacity: 15 participants (reserve your spot in the Radiance app)
Roundtable
Join this small-group discussion of finance professionals currently using or evaluating HighRadius' Deductions solution. Get references from current customers, share best practices and lessons learned, and ask your questions directly to a HighRadius product expert. Max Capacity: 15 participants (reserve your spot in the Radiance app)
Roundtable
Join this small-group discussion of finance professionals currently using or evaluating HighRadius' e-Invoicing solution. Get references from current customers, share best practices and lessons learned, and ask your questions directly to a HighRadius product expert. Max Capacity: 15 participants (reserve your spot in the Radiance app)
Roundtable
Join this small-group discussion of finance professionals currently using or evaluating HighRadius' Treasury solutions. Get references from current customers, share best practices and lessons learned, and ask your questions directly to a HighRadius product expert. Max Capacity: 15 participants (reserve your spot in the Radiance app)
Roundtable
Join this small-group discussion of finance professionals currently using or evaluating HighRadius' R2R solutions. Get references from current customers, share best practices and lessons learned, and ask your questions directly to a HighRadius product expert. Max Capacity: 15 participants (reserve your spot in the Radiance app)
Roundtable
Join this small-group discussion of finance professionals currently using or evaluating HighRadius' AP solution. Get references from current customers, share best practices and lessons learned, and ask your questions directly to a HighRadius product expert. Max Capacity: 15 participants (reserve your spot in the Radiance app)
Roundtable
Join this small-group discussion of finance professionals currently using or evaluating HighRadius' B2B Payments solution. Get references from current customers, share best practices and lessons learned, and ask your questions directly to a HighRadius product expert. Max Capacity: 15 participants (reserve your spot in the Radiance app)
Roundtable
Exclusive to HighRadius Customers: learn how you can best monitor value realization metrics with HighRadius' Analytics capabilities. Max Capacity: 15 participants (reserve your spot in the Radiance app)
Roundtable
Join this small-group discussion of finance professionals in the CPG industry to share how you're tackling common challenges. Topics include working with big box retailers, managing relationships with distributors and retail partners, and navigating supply chain volatility. Max Capacity: 15 participants (reserve your spot in the Radiance app)
Roundtable
Join this small-group discussion of finance professionals in the manufacturing industry to share how you're tackling common challenges. Topics include managing deductions and chargebacks, increasing accuracy between POs, invoices, and shipments, and aligning O2C improvements with broader goals for optimizing working capital. Max Capacity: 15 participants (reserve your spot in the Radiance app)
Roundtable
Join this small-group discussion of finance professionals in the oil & gas industry to share how you're tackling common challenges. Topics include driving e-payment adoption, managing risk through market volatility, and tackling disputes caused by pricing discrepancies and/or volume adjustments. Max Capacity: 15 participants (reserve your spot in the Radiance app)
Roundtable
Join this small-group discussion of finance professionals in the food & beverage industry to share how you're tackling common challenges. Topics include driving growth in a competitive F&B landscape, leveraging AI to enhance financial health, and gaining visibility across departments, business units, and geographies. Max Capacity: 15 participants (reserve your spot in the Radiance app)
Roundtable
Join this small-group discussion of finance professionals who are undergoing or recently completed ERP implementations. Topics include lessons learned, Business + IT collaboration, and change management. Max Capacity: 15 participants (reserve your spot in the Radiance app)
Roundtable
Join this small-group discussion of finance professionals who are undergoing or recently completed a merger or acquisition. Topics include identifying key risks during due diligence, solving integration challenges, and maintaining team engagement and efficiency. Max Capacity: 15 participants (reserve your spot in the Radiance app)
Roundtable
Join this small-group discussion of finance professionals interested in advancing their career. Topics include your career goals, the importance of mentorship and sponsorship, and certifications/professional development opportunities. Max Capacity: 15 participants (reserve your spot in the Radiance app)
Roundtable
Join this small-group discussion of finance professionals interested in discussing their future outlook for how AI will impact finance roles in the next 5-10 years. Topics include current AI adoption, low-hanging fruit to get early wins, and skill development to stay competiive. Max Capacity: 15 participants (reserve your spot in the Radiance app)
Roundtable
Join this small-group discussion with other Cforia users. Share best practices, compare metrics, and identify process imporvements together. Max Capacity: 15 participants (reserve your spot in the Radiance app)
Roundtable
Join this small-group discussion with other Activeworx users. Share best practices, compare metrics, and identify process imporvements together. Max Capacity: 15 participants (reserve your spot in the Radiance app)
Roundtable
Join this small-group discussion with other Ascend users. Share best practices, compare metrics, and identify process imporvements together. Max Capacity: 15 participants (reserve your spot in the Radiance app)
Director Invoice to Cash
Director, O2C Supply Chain Ops
Director Corporate Treasury
President, CEO
Director of Financial Services
VP, Financial Transactions NA
Consultant
VP Treasurer
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