Title: How to Mess Up Your Accounts Payable Project

Date: Tuesday September 25,2018

Time: 2pm EST | 11am PST

Duration: 60 minutes

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PayStream Advisors is teaming up with AP/invoice processing automation expert, Yooz, to go over the potential AP project pitfalls that organizations often encounter —and reveal how easy it is to avoid them! This webinar will combine practical information with humor, outlining sixteen very effective ways to “mess up your invoice automation technology project.” Will you recognize yourself in any of the scenarios we present?

For today’s innovative, competitive organizations, automating AP processes is no longer a question of why, but when. Most companies have recognized the value of automation technology, and now these organizations want to know how to automate to their best advantage. By following a few best practices, organizations can reduce the time, headaches, and mistakes often made during technology adoption, and greatly increase their potential ROI and overall automation success.

Attendees will learn about:

  • Trends in AP management among North American organizations
  • Common pitfalls and problem areas with AP projects
  • Sixteen very effective ways to “mess up your invoice automation technology project”
  • Flexible AP automation software built for easy implementation and dynamic transformation

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

Prerequisites: previous experience in finance

Who should attend?
• AP and 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.


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.

Kyle Elmore
Account Executive

Kyle has worked with many types of organizations throughout the last several years, helping them find the right software solutions to meet their business goals, facilitating smooth implementations, and providing continuous support to ensure ongoing customer satisfaction. As an Account Executive with Yooz, Kyle helps companies transition to the multi-award-winning cloud-based Yooz AP and invoice processing automation solution, which saves them time, increases the bottom line, and streamlines financial workflows for greater overall efficiencies.

Melissa Hendrick
Vice President of Marketing

As Vice President of Marketing at Yooz, Melissa leads strategic marketing initiatives to ignite business growth through marketing mix optimization, pragmatic performance-based demand generation, digital advertising, brand awareness, customer experience, and marketing automation technologies.

She has helped build B2B companies and ignite business growth through innovative strategic demand generation marketing, with an intense focus on the customer in marketing leadership roles at Thomson Reuters Tax and Accounting divisions, Dealertrack Inventory Solutions business unit, RealPage Inc., and FedEx Services Corporate Retail Marketing.

Melissa received his Bachelor of Science in Business Administration from the University of Texas at Dallas.

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