Webinar Details
Course Description

Are your clients habitually paying vendor late fees, lacking in organization, missing AP documentation, or creating exceptions? These are just a few symptoms of a manual, paper-intensive approval workflow (or lack of a clear process altogether). This situation can be a great opportunity for your firm to deliver value, by updating their workflow to something a bit more simplified.

This webinar will walk you through the steps of client analysis, building a workflow, and managing expectations. You'll be able to help your clients create time and cost-saving efficiencies, lower risk with a clear separation of duties, and create transparency throughout the process.

Learning Objectives
  • Discover how to evaluate your clients’ needs and key workflow challenges they face.
  • Identify trackable goals using Key Performance Indicators (KPIs).
  • Recognize an approval workflow that solves for workflow challenges.
  • Discover how to summarize and implement new processes with your client.
  • Identify how to measure progress and make adjustments.
  • None
Who Should Attend

CPAs, accountants, and bookkeepers in small and medium sized firms who desire to implement financial process efficiency solutions for their clients. 

Anyone interested in learning more about saving time with automated bill pay. 

Advanced Preparation


Presenter Details
  • Brandon Roth
    • Senior Product Marketing Manager

    Brandon Roth is the Senior Product Marketing Manager at BILL. After years of consultation and sales, supporting firms of all sizes and their clients, Brandon is now dedicated to his role as a ‘technical translator’—helping firms better understand technology and how to use it to their advantage.

NASBA Sponsor
  • National Registry of CPE Sponsors for the QAS self-study delivery method
    Encoursa 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 website: NASBAregistry.org.
Date & Time
Monday, June 17, 2024

3:00 PM EDT (see additional timezones)

  • Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.

    Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.

    For specific instructions on accessing your CPE, please see our FAQ section on our support page.

  • Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.

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