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Beyond Bill Pay: The Power of Payment Choice for Your SMB Clients
January 14, 2025 @ 3:00 pm – 4:00 pm EST
This webinar is a rebroadcast and offers 1 complimentary CPE credit.
Payment options for your clients go way beyond credit card, check or ACH in modern day. With so many different ways to pay, you are uniquely positioned as their trusted advisor and outsourced accounting partner, to help clients understand the options available to them and optimize how they pay vendors. Financial operations tools like BILL give firms and their clients various ways to fund and disburse payments based on their cash flow, vendor requirements, and payment timelines.
This webinar will discuss how firms can bring the conversation around payment choice and optimization to their client advisory services (CAS) clients.
Learning objectives:
- Understand the difference between funding a payment and disbursing a payment using a modern financial operations platform.
- Identify the different types of funding methods and disbursement rails available to change the speed, associated cost, and impact to cash flow of a payment.
- Distinguish best practices for using an integrated financial operations platform to achieve higher efficiency and client satisfaction through payment precision.
Speakers
 | Kim Blascoe, CPA Sr. Director CAS Professional Services CPA.com | |
 | Alex Hartzell Senior Account Executive, Strategic BILL | |
 | Richard Corn, CPA Director of Product Management Accountant Channels BILL |
Cost: Free
CPE Credits: 1.0 hour
Field of Study: Business Management & organization
Knowledge Level: Basic
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None
Location: Online
The CPA.com webinar is “Complimentary.” For more information regarding administrative policies such as cancellations and complaints, please contact CPA.com at [email protected]. CPA.com (Registration # 108347) 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 web site: www.nasbaregistry.org.
CPA.com, 1345 Avenue of the Americas, 27th Floor, New York, NY 10105
