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Building a Case to Bring Automation to Your Finance Department

BUILDING A CASE TO BRING AUTOMATION TO YOUR FINANCE DEPARTMENT

Available Date(s)
Thursday, February 27, 2025: 2:00PM EST

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Finance leaders prioritize operational efficiency and digital transformation, yet many hesitate to automate due to uncertainty about its benefits. Join Mark Brousseau, President of Brousseau & Associates, and Jami Proctor, Solutions Consultant at AvidXchange, as they explore the advantages of automation, essential tools, and a practical framework to determine if digital transformation is the right move for your organization.

Learning Objectives

  • Define the primary advantages of automation within financial departments

  • Identify the essential tools required for successful automation implementation

  • Determine a systematic pathway to evaluate the suitability of automation for your organization

  • Outline a step-by-step approach for assessing automation's fit with your operational efficiency

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Jami Proctor

AvidXchange, Inc.
Solutions Consultant
[email protected]
(800) 560-9305

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Jami first joined AvidXchange in 2016 on AvidXchange’s Customer Care team. She then continued her journey as an Implementations Specialist with Onboarding before her previous role where she managed relationships as a Customer Success Manager. 

Now, as a Solutions Consultant for AvidXchange, Jami specializes in helping companies streamline accounts payable operations and create efficiencies through automation and best practices. 

Jami is located at AvidXchange’s corporate office in Charlotte, NC.
 

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Brousseauandassocs

Mark Brousseau is president of Brousseau & Associates and for over the past 29 years, Mark Brousseau has established himself as a thought leader on accounts payable, accounts receivable, payments, and document automation. A popular speaker at industry conferences and on webinars and podcasts, Brousseau advises prominent end-users and solutions and services providers on how to use automation to improve document- and payments-driven business processes. Brousseau has chaired numerous educational conferences and has served on several industry committees and boards. He resides in Center City Philadelphia with his wife and three sons.

Additional Materials
Speedway Motorsports Case Study
Invoice to Pay Facts Sheet
Webinar Technical FAQs
Frequently Asked Questions
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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.

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About Our Presenter

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AvidXchange, Inc. believes there’s a better way for businesses to process invoices and make payments, eliminating the endless piles of paper so many AP departments find themselves buried in. That’s why they set out from Charlotte, North Carolina in the year 2000 with a simple mission in mind: Transform the way companies pay their bills. AvidXchange has grown quite a bit since then, continuously expanding their team, footprint and capabilities to deliver an industry-leading AP automation solution that helps more than 5,500 North American companies cut costs, improve visibility and increase efficiencies.