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Blackline

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An Intelligent Approach to Cash Application

AN INTELLIGENT APPROACH TO CASH APPLICATION

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Finance
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Series: Bookkeeper
Course Description

Cash is critical for the well-being of every business. Recent IOFM surveys have highlighted the challenges faced by businesses to maintain healthy cash flow. In fact, 79% of businesses surveyed said their Days Sales Outstanding has grown since the start of the recession.

Join Brian Morgan, AR automation specialist at BlackLine, as he provides an overview of accounts receivable trends and explores how AR automation that focuses on cash application can significantly improve outcomes.

Learning Objectives:


  • Recognize how Intelligent Automation significantly removes the need for re-work and reduces time and effort needed in the process

  • Describe how process improvements allow people to focus on the tasks and activities that will impact outcomes in a meaningful way

  • Justify the results of customers using Intelligent AR Automation to improve processes and increase people productivity 

Linkedin

Brian Morgan

BlackLine
Director of Product Marketing AR
brian.morgan@blackline.com
(877) 777-7750

Blackline

In his role, Brian combines his wealth of knowledge and expertise in accounts receivable, credit management, and shared services from working across multiple sectors for national and global organizations sectors for over 25 years.

During his career, he has achieved outstanding results which were highlighted in achieving many industry awards, most notably when under Brian’s leadership Veolia UK were recognized as Centre of Excellence by the Chartered Institute of Credit Management.  

Brian’s success is based on his understanding of the strategic role credit plays in every business, debtors are one of the largest assets on the balance sheet of a company. From understanding the risk in granting credit to customers to achieve revenue growth to the importance of collecting cash promptly and effectively to ensure that working capital and cash flow targets are regularly met, and the reduction of the bad debt provision – all of which are vital key performance indicators to the financial health of a business.

As a previous customer and early adopter of BlackLine AR Automation solutions, Brian is able to provide a clear understanding of the challenges organizations face and how partnering with BlackLine AR Automation can drive transformation.
 

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About Our Presenter

Blackline

Since being founded in 2001, BlackLine has become a leading provider of cloud software that automates and controls the entire financial close process. Our vision is to modernize the finance and accounting function to enable greater operational effectiveness and agility, and we are committed to delivering innovative solutions and services to empower accounting and finance leaders around the world to achieve Modern Finance.

We believe that this passion and dedication to our customers is why BlackLine’s Finance Controls and Automation platform is trusted by more than 236,800 users in over 150+ countries around the world and why we’ve been named to the Forbes Cloud 100 list and the Inc. 500/5000 list for the ninth year in a row. Headquartered in Los Angeles, California, with offices in Australia, the United Kingdom, Germany, and throughout the United States, our team of professionals and network of partners help transform the way accounting and finance teams work to drive more accurate financials and more effective organizations.