Overview

Title: Can Finance and Procurement Initiatives Align?

Date: Tuesday October 23,2018

Time: 2pm EST | 11am PST

Duration: 60 minutes


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Summary

Working capital initiatives, for the most part, are a finance or treasury-led initiative. However, when it comes to implementation and the long-term success, procurement is largely responsible for leading the execution. It’s a reality often overlooked by financial stakeholders and one that exposes a weak link in how companies implement working capital initiatives such as supply chain finance.

Join PayStream Advisors, PrimeRevenue, and a seasoned procurement and business management professional, Brenda Lloyd, for a discussion on bridging the gap between finance and procurement initiatives.

Attendees will learn about:

  • Recent trends around the relationship between procurement, finance, and working capital initiatives
  • Nuances of industry-specific payment standards, and how early payment options bring competitive advantage
  • How joint initiatives between finance and procurement can elevate procurement’s role in the business
  • How early payment options improve supplier relationships and strengthen the business

Accreditation: Webinar participants can earn 1 CPE credit in Management Services.

Prerequisites: previous experience in finance

Who should attend?

  • Sourcing, Procurement, and Contract Management, and other Back-Office Finance Professionals
  • CFOs
  • CPOs
  • Finance Directors
  • Controllers
  • Advanced preparation: none

Program level: Update

Delivery method: Group-Internet Based

Cancellation policy: PayStream Advisors may at its discretion cancel or replace a previously announced program with a program of similar content. We will make every effort to provide sufficient notification of such change. For more information regarding complaint and/or program cancellation policies, please email us at cpe@paystreamadvisors.com.

Refund policy: no fee charge

PayStream Advisors 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 the 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: www.learningmarket.org. NASBA sponsor number: 136565.


Speakers

Anna Barnett
Research Associate
PayStream Advisors

Anna Barnett is an expert in several facets of financial automation software, including Procure-to-Pay, Source-to-Settle, Travel and Expense Management, and Payables (AP and payments). She is also experienced in the organizational procedures and application of software in several specific industries, including Healthcare, Higher Education, and Non-profit institutions. Anna has extensive experience in research-based analytical writing and editing, as well as sales and marketing experience.


Matt Doorley
VP, Customer Advocacy
PrimeRevenue

Mr. Doorley joined PrimeRevenue in April 2012 and gained immediate recognition for his ability to build high-performance teams and lead sales and service delivery organizations. His innate strategic vision, clear sense of purpose, inspired leadership and fanatical commitment to client service has enabled us to reach heightened levels of customer acquisition, customer retention, and revenue growth. Prior to PrimeRevenue, Mr. Doorley served as Senior Manager with Ernst and Young, General Manager – North America for Exact Software and an Independent Advisor/Mentor for new technology startups. Matt holds a BBA degree from the University of Dayton with a major in Management Information Systems.


Tiago Melo
Global Program Manager
PrimeRevenue

Tiago joined PrimeRevenue Europe in mid-2014 from SAP Ariba and integrated into the PrimeRevenue U.S. team in April 2016. His global experience spans over 11 years in the areas of technical project management, support of pre-sales, sales and operations for management consulting, procurement and technology services companies.


Brenda Lloyd
President/Owner
BLloyd FS Consulting, LLC

Brenda has 30+ years of experience in business management in the fields of advertising, automotive and food service. She’s held senior level positions in the areas of sales, purchasing, distribution, forecasting and team development. Her deep experience in contract negotiation, production and supply planning, electronic traceability projects, cross functional facilitation, budgeting and P&L responsibilities has culminated to Brenda leading her own consulting firm.


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