Jacob Whetstone
Director Invoice to Cash
1,146,322 deductions. 1,034 customers. 100 days of relentless effort. But out of that struggle came $20 million in annual savings from recovering deductions taken invalidly. The secret? All it took was auto-aggregating and linking thousands of pieces of customer backup from emails and portals, along with establishing workflows to validate deductions. Let's break down how this transformation happened and why it matters.
Jeremy Oswald
Director of Financial Services
60,000 missed attempts. 1,782 long-tail customers. Missed payments piling up. Aging A/R balances spiraling out of control. BSN Sports was trapped in a cycle of frustration. Then Jeremy did what he always does—cranked up his Metallica mixtape. Time to ride the lightning. The result? A 30% reduction in collectors' workload, a 50% drop in past dues, and half a million dollars saved in credit card fees. No longer just reacting, BSN is driving growth with a 4x increase in active customers. It’s time to stop playing defense and start scoring points with A/R automation.
Kevin Permenter
Research Director
$5.3 billion in new revenue. That's the headline. But here’s the twist: it's not coming from the sales team. According to IDC, CFOs are stepping out of the back office and into the revenue driver’s seat. Forget just balancing the books – today’s CFOs are leveraging analytics, digital payment strategies, and customer experience insights to directly boost sales. The result? A seismic shift in how businesses view finance leadership. We’ll break down the playbook that’s turning CFOs into the unexpected heroes of growth and profitability.
Glisson Inguito
Director - Corporate Treasury
Konica Minolta’s DSO was stuck at 69 days, with only 3% of customer payments applied. Millions were tied up in cash flow. Fast forward to today: 85% straight-through payment processing, DSO slashed by 9 days, and $30 million in cash flow unlocked. What made the difference? Lower credit card fees saved us $2M, cash forecasting accuracy shot up by 20%, and cash flow volatility dropped by 15%. Bank reconciliation? Now 75% faster. We’ll draw back the curtain and reveal all the gory details.
Roxane Gray
VP, Digital & Financial Operations
Our data held the key to transforming our business. By leveraging insights from over 14,000 customer payment histories and credit profiles, A/R evolved from a back-office function to a strategic sales driver, resulting in a 30% reduction in past dues, 70% faster customer onboarding, and millions of sales orders processed efficiently without adding headcount. Sales teams aren’t just closing deals; they’re building stronger customer relationships. Let’s dive into the strategy, numbers, and tools that made it possible.
Angie Vanek
Sr. International Credit Manager
2.1 million invoices, $3 billion A/R portfolio, and more past-due accounts than you can shake a stick at. With fluctuating commodity prices and supply chain disruptions becoming the new norm, Land O’Lakes had its work cut out. So what did they do? Slashed past-due accounts to 5%, hit 84% collections efficiency, applied cash 50% faster, and recovered two-thirds of all invalid deductions. The best part? Cash flow is as smooth as their butter.
Kevin Permenter
Research Director
You don’t need another session to tell you AI can revolutionize finance. But deploying it is just the beginning. Imagine automating invoice processing and slashing costs by 30% or forecasting cash flow with 95% accuracy. The real trick? Turning all that hype into hard cash. Learn how to make AI work, craft compelling business cases, and win over all those skeptics. You’ll finally have a comeback when someone mentions “digital transformation” at your next meeting.
Tim Frielingsdorf
Treasurer
Stick with your old spreadsheets, and you might just miss out on millions. Imagine knowing exactly which customers will pay on which day, and aligning your disbursements to match. This isn't just about predicting the future; it's about being ready for it. With 60-day automated forecasts and unmatched accuracy, every decision now runs on real-time data. After all, why guess when you can know?
Kasia Dziubinska
Finance Evolution Consultant
By 2030, Gen Alpha will make up 11% of the workforce, demanding six-figure salaries straight out of college. They’re AI natives, but here’s the catch: they jump ship 60% faster than any generation before them. How can companies leverage their digital skills without burning through budgets? Besides providing better snacks.
Joseph Thomas
Credit Manager
150 ERPs down to 75, aiming for 3. And that’s the easy part. Faced with the challenge of merging billions in receivables across disparate systems, NOV zeroed in on slashing DSO, boosting collections, and cutting costs. No reason to reinvent the wheel - let's talk about how to roll it faster.
Scott Evans
Vice President of Credit
We had our own A/R headaches, of course. And now we had someone else’s. Acquiring 7 companies with $300M in open A/R, spread across 15 totally different systems. With each acquisition, the clock was ticking: 90 days to onboard every customer. It wasn't easy, but we made it happen. What’s our secret recipe? Let’s break down the steps we took to transform chaos into seamless operations.
Urvish Vashi
Chief Operating Officer
Valuations plummeting, startups going bust, and M&A deals taking over. It's not just the investors who are feeling the heat—if you're a customer relying on fintech software, you might be wondering if your tech stack is next to fall apart. How do you navigate these turbulent waters when the vendors you depend on could disappear overnight? We’ll spill the beans on what’s really happening behind the scenes in fintech. And the critical strategies you need to evaluate vendor stability, safeguard your operations. So that you're not left holding the bag when the music stops.
Indy Chakrabarti
Chief Marketing Officer
$19.1 billion was spent on AI in finance. Only 30% of projects delivered measurable ROI. Everyone's selling AI as the savior of finance. But do you really know how to separate the gold from the garbage? This session demystifies AI for finance professionals who need real results, not empty promises. Discover how AI can actually improve your P&L, optimize forecasting accuracy, and help you finally put a number on that "digital transformation" your CEO keeps talking about.
Joseph Grass
Director of Credit & A/R
$30 million monthly gap in cash flow. DXP\'s finance team had a mountain to climb. Their mission? Integrate diverse systems, boost efficiency, and keep scaling – all without adding headcount. They didn’t just survive; they thrived – 40% improvement in cash flows. 90% straight-through processing. Past dues cut by 20%. They’re doubling in size this year, and we’re diving into their playbook to find out how. Ready to hear their secret?
Chris Kuehl
Managing Director and Co-Founder
Are you prepared for the next economic shift? During downturns and crises there will be stress from overdue and bad debt. If there is a recovery period or boom, there will be an opportunity for expansion and more risk-taking. Both situations require strategic planning and preparation. Dr. Chris Kuehl from Armada CI will shed some light on what to expect in the years ahead and what that means for your credit and collections strategy.
VP, Digital & Financial Operations
Treasurer
Director Invoice to Cash
Director - Corporate Treasury
Research Director
Director of Credit & A/R
Chief Economist
Finance Evolution Consultant