Back-office operations can have an outsized impact on the
profitability and growth of factoring companies. Transportation
factors, in particular,
manage a high volume of relatively low value transactions. Processing
those transactions efficiently and accurately can be a competitive
advantage.
Conversely, excess cost and errors can limit profitability and
constrain growth.
The Back-Office Operations webinar reviews options for
processing debtor invoices, document management, debtor billing and
receivables management.
Attendees will be able to benchmark their costs and productivity
against industry averages, identify operational best practices, and
learn about new technology
and automation options.
The Venue: Webinar
The Schedule:
- Wednesday, August 10, 2016: 1pm - 2pm PDT (Pacific)
Topics:
- Operations best practices (Efficient document induction;
Accurate document indexing, data extraction and data entry; Flagging
issues and exceptions; Handling
fragmentary client submissions; Resolving exceptions; Debtor invoice
packet generation and distribution; Debtor payment status updates)
- Best-in-class throughput rates
- Recent advances in technology (mobile apps, document management, OCR and artificial intelligence)
Instructor:
Matt Bernstein - CEO, HubTran
Matt is CEO of HubTran, a provider of transportation back-office
automation technology. Prior experience includes leadership roles at RR
Donnelley Logistics, Helix Logistics,
ArcelorMittal and GE. Matt began his career at Booz, Allen &
Hamilton where he advised clients on supply chain strategy. He earned an
MBA from Harvard Business School and a BA from Duke University.
Ray Workman – VP Systems Deployment, Triumph Business Capital
Ray joined Triumph Business Capital in 2013 and currently serves as VP of Systems Deployment. Over his 6 year career in factoring he has worked as an Underwriter, Account Executive, Portfolio Manager, Operations Manager, and is now focused on user facing technologies. Ray leverages his industry experience as well as strategic partnerships to provide creative solutions for his clients and team members .
Fee:
The fee for this webinar is $40 ($50 for Non-IFA Members)