billtrust summit 2020 agenda · lunch 12:20pm–1:15pm executive 1:1 / fireside chat...

April 20–22, 2020 | Nashville, Tennessee

Billtrust Summit 2020 Agenda

This agenda is subject to change.

BILLTRUST SUMMIT | FE ATURED SPE AKERS

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Billtrust Summit Agenda: Day 1

Registration8:00am–9:00pm

Ascent User Training8:00am–4:00pm

Equipment Service Provider Track (Invitation Only)

Customer Advisory Council Track (Invitation Only)

Welcome Reception7:00pm–9:00pm

BILLTRUST SUMMIT | AGENDA DAY 1

WHAT OUR CUSTOMERS SAY ABOUT US:

“The support that we get from Billtrust is incredible. They have the solutions, they know what’s going on in their industry and their space, and they’re able to bring us the solutions so that we don’t have to be the experts.”

Maria HussongREGIONAL CREDIT OPERATIONS MANAGER

“One thing that I love about Billtrust is that they listen.”

Crystal MaxenaACCOUNTS RECEIVABLE SUPERVISOR

“I love Billtrust. We have a rep that is dedicated to our vertical, so it’s fabulous for us to be able to talk to someone who understands the rental industry.”

Nicole BonvillainAR & CUSTOMER MASTER GROUP MANAGER


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IT 2020 | APRIL 20–22, 2020

Billtrust Summit Agenda: Days 2–3

BILLTRUST SUMMIT | AGENDA DAYS 2-3

Day 2

REGISTRATION 7:00am–4:00pm

NETWORKING BREAKFAST 7:30am-8:30am

Opening Remarks8:30am–9:00am Flint Lane, Billtrust Founder & CEO

Visa Industry Trends Keynote9:00am–9:45am Michael Brown, Visa Principal U.S. Economist

Billtrust Product Roadmap9:55am–10:55am Derek Bluestone, Billtrust EVP of Product Strategy

Forrester Industry Analyst Keynote10:55am–11:25am Andrew Bartels, Forrester Vice President & Principal Analyst

Breakout Session 111:35am–12:20pm | See page 4 for session info

LUNCH 12:20pm–1:15pm

Executive 1:1 / Fireside Chat1:15pm–2:00pm Steve Pinado, Billtrust President

BPN Partner Summit (Invitation Only)2:40pm–6:00pm

Breakout Sessions 2 & 32:15pm-3:55pm | See pages 5–6 for session info

Executive Insight Exchange4:05pm–5:15pmSteve Pinado, Billtrust President

Awards5:15pm–5:45pm

COCKTAIL HOUR 6:00pm–7:00pm

CUSTOMER APPRECIATION CELEBRATION 7:00pm–10:00pm

Day 3

NETWORKING BREAKFAST 7:30am-8:30am

Economic Update8:30am–9:00am Kevin Depew, RSM Deputy Chief Economist and Industry Eminence Program Leader

Keynote9:00am–9:45am

Executive 1:1 / Fireside Chat with AvidXchange9:45am–10:15am Flint Lane, Billtrust Founder & CEO Michael Praeger, CEO and Co-Founder of AvidXchange

Breakout Session 410:30am–11:15am | See page 7 for session info

Marquee Keynote11:30am–12:30pm

GRAB AND GO LUNCHES 12:30pm–1:30pm


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IT 2020 | APRIL 20–22, 2020

Billtrust Summit Breakout Sessions

Breakout Session 1Tuesday, April 21 | 11:35am–12:20pm

Billtrust Credit: The Frontlines of Revenue Assurance

eAdoption Success: Drive Savings & Improve the Customer Experience

Billtrust Cash Application: A Match Made in Heaven

Meet BPN Flexible Payments: Better Rates, Touchless Reconciliation and Rewarded Customer

Project Kickoff: A Guide to Successful Implementation Projects with Billtrust

The credit team is essential to healthy organizational growth. And as business accelerates, the pressure is on them to make more — and better — credit decisions. At Billtrust, our goal is to provide our customers with tools that enable visibility into risk and help teams manage changes in customer payment performance. Hear from our product strategy team about what’s on the roadmap for our Credit Management and Credit Application solutions.

Whether you’re just starting your eAdoption strategy or trying to optimize your program, Billtrust has your back. Our Managed eAdoption Team is a dedicated group of industry and marketing experts armed with best practices and data to help convert more of your customers to electronic invoicing and payments each year, reducing costs, increasing efficiency and improving the customer experience. During this session, discover how other customers have leveraged Billtrust’s expertise in telemarketing, on-bill marketing and email nurture campaigns to achieve BIG results!

Billtrust is live with our new Cash Application experience, and we want to show it off. Industry leading match rates powered by machine learning? All the information you need to speed up your cash application process in one place? Come hear the buzz about Cash App from our product experts, and learn from peers how you can leverage our best-in-class solution to automate your process.

It’s no wonder B2B payments haven’t gone fully digital: your options so far have been cost-prohibitive fees or a labor-intensive reconciliation. BPN Flexible Payments is here to change that. What if you could get paid faster with better rates and easy reconciliation, while your customers get the rebates they love? Come learn about a new payment method designed by Billtrust in collaboration with Visa with your needs in mind!

Billtrust completes hundreds of customer deployments a year with our team of dedicated project managers and subject matter experts. And we’ve seen it all — from multiple product implementations to ERP upgrades and more. In this session, hear from a panel of customers that completed successful implementations to learn helpful tips and tricks for an efficient and on-time project.

BILLTRUST SUMMIT | BRE AKOUT SESSION 1


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IT 2020 | APRIL 20–22, 2020

Breakout Session 2Tuesday, April 21 | 2:15pm–3pm

Billtrust Collections & Dispute Management: Looking Forward to 2020 and Beyond

Invoicing Optimization Strategies: Things I Wish I Knew

Introducing Billtrust eCommerce: Meet Your Customers Online

Roundtable Discussion: Cash Application Challenges & Successes

Best Practices in Payment Policy Creation

In the year since Billtrust Collections launched, we’ve enabled organizations to cover more of their portfolio, strengthen customer relationships and convert more outstanding receivables. In this session, hear from some of our early adopters, and learn how we’re planning to tackle dispute and deductions management in 2020 and beyond.

The world of invoicing is complex. Suppliers sending thousands of invoices a month are challenged to optimize their processes and costs while still driving eAdoption. Do you know everything there is to know about Billtrust’s invoicing and billing capabilities? In this session, we’ll highlight high-value features across our invoicing and payments portals you could be leveraging and take another look at our upcoming roadmap.

You’ve heard the predictions that say commerce is going digital. And trust us — B2B customers are turning to ordering online today. The future of business is online, but distributors and manufacturers don’t always have the expertise to implement an easy-to-use online solution. Now, with our acquisition of Second Phase, Billtrust has put eCommerce in reach. Join this session to discover how we make online ordering easy, seamless and customer-friendly.

Our powerful Cash Application solution offers the flexibility and functionality to support your unique process. Join a diverse group of our customers to hear about their Cash App journey and the benefits and opportunities they’ve uncovered along the way.

If you’re like most organizations, you’re facing increased pressure from customers to accept plastic or potentially push out terms to 90+ if you’ll only take check. As a result, many Billtrust clients are making updates to payment policies to ensure cash flow and the costs of acceptance are well controlled. In this roundtable, you will have an opportunity to rethink your strategy, learn what others are doing, and learn new ways Billtrust can enable you to get cash flowing faster. Come brainstorm topics such as how others are pushing back on requests to extend terms; options for controlling credit card acceptance; offering customers options based on credit risk; when and why to reject bad remittances; and more!



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IT 2020 | APRIL 20–22, 2020

Breakout Session 3Tuesday, April 21 | 3:10pm–3:55pm

Addressing the Chaos of Customer Payment Methods in 2020

Beyond North America: Billtrust’s Solutions for Global Customers

Introducing the New Billtrust Platform

Roundtable Discussion: AP Networks & Automated Invoice Delivery

Roundtable Discussion: How Credit & Collections Managers Can Become a Strategic Growth Partner

Each one of your customers has a different way they want to pay based on the size of their business, how tech-savvy they are and other factors such as fees and convenience. You want to play nice, but then you’re left with chaos — chasing dollars and information so you can reconcile the payments and realize your revenue. This was the life of three customers who will share how they’ve been able to bring all payments under one roof, automate reconciliation and enforce their preferences — all while meeting the needs of their customers. Join them as they share their success stories!

Are you doing business outside of North America? If so, join this highly interactive session to learn how Billtrust can help you scale your order-to-cash process around the globe. Topics will include:

• A sneak peek at our product strategy roadmap for global enhancements.

• The latest news about our new London office and UK print partner facility.

• Partner solutions for cross-border payments and VAT e-invoicing.

Billtrust has embarked on a journey to update its order-to-cash platform so that we can offer you a modern, integrated experience along with better performance, higher security, and faster value to you and your customers. In the coming months, customers will be able to take advantage of new features such as beautiful, powerful reporting with dashboards to enable better decision making, unified self service configuration and administration to bring value to your business sooner, and streamlined workflows for daily users so you can spend more time with your customers! Join this session to see our new platform in action via a deep dive from our product experts!

The world of order-to-cash continues to go digital, and AP departments increasingly implement AP portals. Because of this, A/R teams are inundated more than ever with manually entering invoices into these portals. In this roundtable, we’ll discuss the challenges faced by A/R teams and what Billtrust customers have done to address this trend.

Credit and collections managers are inherently tied to a company’s overall growth and revenue strategy. These teams are key to risk mitigation and prevention, as well as key drivers of the customer experience. In this interactive roundtable, we’ll discuss emerging trends, common challenges and help identify success strategies other organizations have implemented to overcome roadblocks.



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IT 2020 | APRIL 20–22, 2020

Breakout Session 4Wednesday, April 22 | 10:00am–10:45am

Staying Ahead in the Cybersecurity Arms Race

Art vs. Science: Taking the Guesswork Out of Portfolio Risk

Previous sessions will be repeated based on attendee demand

Businesses, governments and we as individuals are under constant threat. Entities often based outside of U.S. jurisdiction, fueled by financial or political motives, are trying to get access to our information. Bots have made it extremely cost effective to probe at scale and crypto currencies allow for almost anonymous transactions. Businesses obtain certifications and are audited by their business partners, yet it is not enough as the pace of change keeps accelerating. In this session hosted by Dominic Genzano, CEO and founder of STIGroup, and Billtrust’s CISO Joe Klein, we will share how to harden your organization in an attempt to help mitigate attacks, and if an attacker does breach a layer of security, have additional measures to prevent access to data and be able to resume operations.

The credit risk manager is essential to the healthy growth of any organization. They enable top-line expansion while protecting the bottom line. And when business is good, the pressure is on to make more and better decisions. But the credit risk manager’s toolbox hasn’t quite kept up with the times. Data gathering is slow, manual and hard to verify. Quality of analysis suffers. As the amount of available data increases, how can we effectively use it to make the best decisions? In this session, discover tips, tricks and techniques to using data in the credit decisioning process.


Billtrust Summit Featured Speakers


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IT 2020 | APRIL 20–22, 2020

Michael A. Brown Principal U.S. Economist, Visa Inc. Michael is responsible for overseeing Visa’s analysis and forecasting of the U.S. economy.

Through leveraging economic and payment industry data, Michael translates complex

economic concepts into actionable business intelligence. Michael has a B.S. in business

economics and his master’s degree in economics from the Sam M. Walton College of

Business at the University of Arkansas and completed additional graduate coursework

in economics at the Andrew Young School of Policy Studies in Atlanta.


Kevin Depew Deputy Chief Economist, RSM Kevin Depew is an Emmy Award-winning writer and producer. Prior to joining RSM,

Depew worked in economics for Bloomberg LP. Depew has also worked for Dorsey

Wright and Associates, PaineWebber and AG Edwards. His former roles include chief

strategist, director of research, financial markets analyst and portfolio manager.

Depew attended St. John’s College in Annapolis, MD and graduated from the

University of Kentucky with a BA in Philosophy.

Andrew Bartels Vice President, Principal Analyst, ForresterAndrew Bartels primarily contributes to Forrester’s offerings for the CIO. As an analyst,

he is a leading expert on tech market trends and sizing, cloud and smart computing

technologies, tech budget benchmarks and processes, and tech’s impact on business

operations. He also researches the growing customization of tech systems for industry-

specific solutions for utilities, energy, government, education, and professional services

sectors. He is a thought leader in buy-side technologies and business networks.

Michael Praeger Co-Founder & Chief Executive Officer, AvidXchange An expert on fintech, payments innovation, entrepreneurism and leadership, Michael

has led AvidXchange to secure the coveted title of Global Unicorn by CB Insights three

years in a row, with a $2 billion-plus valuation by investors, 5,500 customers and

600,000+ suppliers nationwide.

Billtrust Summit Featured Speakers


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IT 2020 | APRIL 20–22, 2020

Flint Lane Founder & CEO, BilltrustFlint has set the strategic direction of the company since its founding in 2001.

Under his leadership, the company has enjoyed significant growth providing

order-to-cash services to companies throughout North America.


Derek BluestoneEVP of Product Strategy, BilltrustDerek provides the vision and leadership for Billtrust’s full product portfolio.

He has a 20-year product management track record leading enterprise

software development with organizations such as Nasdaq,

Sungard Availability Services and Unisys.

Joe KleinChief Information Security Officer, BilltrustJoe is responsible for the cybersecurity program and protecting the confidentiality,

integrity, and availability of systems and data at Billtrust. Skilled at building

cybersecurity programs and measurably maturing security posture, he brings

over 20 years of experience in cybersecurity management and strategic planning.

Steve Pinado President, BilltrustSteve is responsible for leading sales, marketing, business development and

customer success at Billtrust. With more than 20 years of experience in corporate

strategy, business development, mergers and acquisitions he has deep expertise

in order-to-cash software and financial technologies.

SILVER SPONSOR

Since 1974, DAL, Inc. has been a trusted name in

commercial collections due to its business philosophy:

maximize recovery and file resolution with thorough

communication to the Client. DAL’s success is by

working each case based on its particular need and

offers leading-edge technology designed to fit the

needs of today’s Credit Executive thru the DAL Client

Service Center at www.dalcollects.com. Along with

offering agency oversight and inventory management,

it offers quick access to collector’s notes, financials and

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DAL is a member of CRF, IACC, CLLA, and a Certified and

Founding Member of the CCA of A.

GOLD SPONSOR

Founded in 2000, STIGroup is an innovative firm

that provides CyberSecurity Consulting, Secure IT

Engineering, Managed Security Services, and Human

Capital Solutions. STIGroup has the capability to

institute a complete CyberSecurity program for

your business, or to supplement your existing

program by providing resources and expertise.

Billtrust Summit Sponsors


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IT 2020 | APRIL 20–22, 2020

®

AG ADJUSTMENTSG

BILLTRUST SUMMIT | SPONSORS

SILVER SPONSOR

Trade Service is the leading content provider to

distributors. Our services populate and maintain

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customers, our services work with all leading platforms.

SILVER SPONSOR

AG Adjustments (AGA) helps businesses recover the

maximum amount of money in the minimum amount

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and keeping them informed every step of the way.

billtrust summit 2020 agenda · lunch 12:20pm–1:15pm executive 1:1 / fireside chat...

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