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An Intelligent Approach to Cash Application

  • CPA (CA)
  • CMA
  • CPA (US)
  • CVA
  • CFA
Cash Application Finance CPE Course

1 Credit


Subject Area


Webinar Qualifies For

1 CPE credit of Finance for all CPAs

1 CPE credit for Certified Management Accountants (CMA)

1 CPD credit (Verifiable) for Canadian CPAs

1 PL credit for Chartered Financial Analyst (CFAs)

1 CPD credit (Verifiable) for Certified Valuation Analyst (CVA)

1 CPD credit (Verifiable) for CPA/ABV

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

No business can function without easy and ready access to cash. But how do you make your cash work for your business? In this CPE webinar, learn all you need to know.

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.

If cash is accurately or timely posted, the senior finance leaders would have better visibility on the cash inflows. This CPE course intends to walk you through the nitty-gritty of the cash application process and how automation can result in fewer exceptions and better cash application rates.

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 in the following areas:

  • Process Performance 
  • People Performance 
  • Business Performance 

Join this CPE webinar and empower your cash team to manage the end-to-end payment process, future-proof your cash posting process and have your cash applications team follow every payment through to closure.

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

Who Should Attend?

  • Accounting Firm
  • Bookkeepers & Accountants & Tax Preparers
  • Business Owner
  • CEO
  • Certified Management Accountant
  • Certified Public Accountant
  • CFO/Controller
  • Chartered Financial Analyst
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Finance Director
  • Finance Pros
  • Staff of Accounting Firm
  • VP Finance
  • Young CPA







good program. learned some helpful tidbits.


Enjoyed client success stories


I would not sign up for future webinars.