Title: Making the Case to Automate AP

Date: Thursday February 22,2018

Time: 2pm EST | 11am PST

Duration: 60 minutes

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When it comes to increasing Accounts Payable (AP) efficiency, PayStream has found that today’s innovative professionals at the C-Suite level are increasingly becoming the main drivers for process improvement in their organizations. However, with the many different software options available, as well the challenges that arise with complete process overhaul, many CFO’s and other executives are struggling to identify just where to start with an automation initiative. They often require more clarity around measuring success in their AP department, and on what options are available to them that will help to improve that success.

Join PayStream Advisors and AP automation expert, Yooz, as they explore AP transformation possibilities from the C-Suite perspective. This webinar will explore recent trends that highlight the concerns and goals of modern C-Suite professionals, and it will include a guest CFO from a leading company to share the story of their own AP automation journey.

Attendees will learn about:

  • Recent trends on AP management from a C-Suite perspective
  • How to measure success in your AP department
  • How to transform AP processes according to your specific business needs
  • How to approach AP automation from the middle-market perspective
  • Different software adoption strategies scaling companies


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

Prerequisites: Previous experience in finance

Who should attend?

  • Accounts Payable and 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


Anna Barnett
Research Associate
PayStream Advisors

Anna Barnett is an expert in several facets of financial automation software, including eProcurement, Sourcing, Contract Management, Human Resources Management, eInvoicing, and Invoice Workflow. 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.

Justin Holden
VP of NA Sales
Yooz, Inc.

Justin is the vice-president of sales at Yooz North America, a leading provider of cloud-based AP automation intelligence to more than 2,000 global customers. Justin brings extensive experience in business development, strategic planning, client relationship management, and customer service to Yooz. He leads the sales team in expanding and leveraging Yooz products and services while growing new business opportunities—all while consistently cultivating lasting relationships with internal and external business partners.

Justin is a contributor to the Yooz and Sage Intacct blog sites on topics relevant to AP Automation. Prior to joining Yooz, Justin was the regional sales director at Informatics Holdings, senior vice-president of sales/operations for Techstorm, and sales director at Future Payment Technologies. Justin holds a B.S. in Marketing/Management from Texas Tech University.

Adam Maurer

Adam is CFO for Deutser consultancy and a Yooz client. Adam concentrates on providing value through operations management, financial analysis and improved organizational effectiveness and efficiency. He has a keen understanding of the healthcare environment, having carefully navigated healthcare organizations through major change efforts. He has held a leadership position with the largest public recovery audit and analytics firm in the world, the finance directorship for a global ERP software vendor, and executive-level offices in the oilfield, manufacturing, healthcare, and medical fields.

Adam holds a bachelor's in Chemistry and a master's in Accounting from University of North Carolina at Chapel Hill.

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