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Payment options for your clients go way beyond credit card, check, or ACH in the 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.
In this webinar, Kim Blascoe, CPA, senior director, CAS Professional Services, at CPA.com will be joined by Alex Hartzell, senior strategic account manager, at BILL, and Richard Corn, CPA, director of product, at BILL, to discuss how firms can bring the conversation around payment choice and optimization to their client advisory services (CAS) clients.
Learning Objectives:
- Differentiate between funding a payment and disbursing a payment using a modern financial operations platform
- List the different types of funding methods and disbursement rails available to change the speed, associated cost, and impact to cash flow of a payment
- Identify best practices for using an integrated financial operations platform to achieve higher efficiency and client satisfaction through payment precision
Kimberly Blascoe
CPA.com
Senior Director
[email protected]
(855) 855-5CPA
Kim leads CPA.com’s CAS 2.0 practice transformation programs, focusing on helping firms establish and grow optimized CAS practices through consulting, practice development, and training offerings.
Prior to joining CPA.com, Kim’s career was spent more than 30 years in public accounting, with the last 13 years at Wipfli, LLP. During her time at Wipfli, Kim led their CAS practice, providing a value-driven client experience utilizing an industry-focused U.S. and offshore team delivered through an innovative digital platform. Most recently, she turned her focus to the Wealth & Asset Management industry, where she led the Broker-Dealer & Advisor Network segment of the vertical.
Kim graduated from Montana State University with a Bachelor of Science, majoring in Accounting. She lives outside Phoenix, AZ, with her family.
Richard Corn, CPA
BILL
Director of Product, Accountant Ecosystem
Richard Corn is a CPA who gained his experience in public accounting at Eide Bailly working on a mix of corporate tax and audit clients. After Eide Bailly Richard joined the corporate accounting team at Intuit where he acted as the Controller for Intuit Financing Inc. a wholly owned lending subsidiary that operates QuickBooks Capital. In total Richard spent 9 years practicing accounting before making the leap into product management. Richard's experience in accounting and financial systems has helped him build deep empathy for the product needs around accounting automation and simplification.
Alex Hartzell
BILL
Senior Strategic Account Manager
[email protected]
Alex is a Senior Strategic Account Manager at BILL where he supports firms in growing and scaling their bill pay services to serve their clients better. He assists with software support and advises how to best integrate BILL into clients’ workflow and procedures.
- To receive CPE credit, you must register for the webinar before it starts.
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- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
NASBA Approved
CPAacademy.org (Sponsor Id#: 111889) 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: www.nasbaregistry.org.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222
About Our Presenter
CPA.com was formed by the American Institute of CPAs. AICPA leadership knew the unprecedented pace of technological change required firms to adapt quickly and overcome the challenges of the partnership model to meet that goal. It charged CPA.com management with creating a business model, value proposition and infrastructure to help firms identify emerging trends and technologies and provide education, training and resources that would accelerate adoption.
CPA.com serves as a catalyst in the development of virtual CFO/controller services by firms and is now shifting its focus to similar innovations in tax and audit practices, with an emphasis on automation, artificial intelligence and the adoption of blockchain technology.
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