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Finance to Futurist

Technology Podcasts

A Sidetrade podcast series on how innovation, data and AI are disrupting FinTech and order-to-cash. The journey from tactical to strategic starts with optimizing data, technology and operations. CFOs can turn O2C into a data-driven strategic advantage to create a future-proof approach to payments, best-collection action, disputes and risk strategy. Sidetrade’s podcast features finance futurists, order-to-cash experts, industry innovators and FinTech collaborators that think differently about digital transformation to evolve the CFO into the Chief Futurist Officer.

Location:

United States

Description:

A Sidetrade podcast series on how innovation, data and AI are disrupting FinTech and order-to-cash. The journey from tactical to strategic starts with optimizing data, technology and operations. CFOs can turn O2C into a data-driven strategic advantage to create a future-proof approach to payments, best-collection action, disputes and risk strategy. Sidetrade’s podcast features finance futurists, order-to-cash experts, industry innovators and FinTech collaborators that think differently about digital transformation to evolve the CFO into the Chief Futurist Officer.

Language:

English


Episodes
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The Customer Experience Mindset in Collections

9/22/2023
In this episode, Sidetrade’s Senior Customer Success Manager, Staci Cima discusses the idea behind adopting a customer experience mindset across the full Order-to-Cash cycle, but particularly as the foundation of your collections strategy. How do you collect and still practice customer centricity?

Duration:00:20:03

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Finance Transformation Trends Redefining How CFOs Think About the Future of Order-to-Cash

9/20/2023
In this episode, Director of Digital Strategy & Innovation at Intentional Futures, Jessica Groopman discusses how finance transformation is a cultural shift in the business, including a greater investment not just in technology, but in people, process and data. Leaders approach finance transformation in a fundamentally different way: they start by unlocking the value of finance, empowering their teams with data-driven insights and transforming an organization into a forward-looking, strategic and dynamic player that leverages Order-to-Cash as a competitive advantage.

Duration:00:29:55

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The Impact of Credit Risk Management on CX & Collections

4/11/2023
In this episode, Pre-Sales Solutions Consultant and credit risk management expert, Don Mills discusses how understanding risk early in the customer’s lifecycle can drive actionable insights downstream. Businesses that think about an integrated credit risk management and collections strategy and share interconnected data are having a significant impact on DSO and the customer experience.

Duration:00:17:59

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Functional Fixedness, Innovation, AI and How Leaders Can Think Outside the Box

3/13/2023
In this episode, Sidetrade’s UI/UX Researcher, Dr. Wolé Adaramoye discusses the concept of functional fixedness, inherent biases and how leaders can break away from the status quo to think differently, drive innovative thinking and problem solve with alternative approaches.

Duration:00:34:40

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New Year, New CFO Focus on Operational Continuity, AI & Working Capital Management

1/23/2023
In this episode, the Head of Global Presales at Kyriba, Tom Gavaghan discusses the CFO’s focus in the New Year on operational continuity, being more prescriptive, the convergence of finance and IT and how to leverage AI in working capital management.

Duration:00:15:47

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e-Invoicing Mandates & Frameworks 2023 Preview

12/27/2022
In this final episode of 2022, Sidetrade’s AVP of Product Management for e-Invoicing, Bryan Pederson discusses how to prepare for global e-Invoicing mandates, if continuous transaction controls will come to North America, 2023 automation, technology and data trends, and how to avoid AP portal headaches in the New Year.

Duration:00:14:36

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Finance Transformation Pitfalls to Avoid in 2023

12/19/2022
In this episode, Sidetrade’s Director of Customer Success, Andrea Baker discusses the five finance transformation pitfalls that teams need to avoid in 2023 – from investments in RPA only to relying on historical data and associating technology with headcount reduction.

Duration:00:13:31

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Order-to-Cash Predictions for 2023

12/5/2022
In this episode, Sidetrade’s Order-to-Cash Specialist, Darrin Brown discusses the top predictions in the order-to-cash space for 2023, where CFOs are placing bets on spend, and how inflation and the current market climate will affect next year’s finance transformation projects.

Duration:00:08:22

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The Next Generation of Cash Application

11/21/2022
In this episode, Sidetrade’s AVP of Cash Application, Kurtis Heister discusses some of the biggest challenges with the cash application process today, how technology has evolved from OCR to AI and collaborative intelligence, and a sneak preview into how Sidetrade is disrupting the cash application space.

Duration:00:15:30

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Uncovering Synergies Between AR & AP

11/14/2022
In this episode, Head of Sales at OpenEnvoy, Bill Aston discusses the push-pull relationship between accounts receivable and accounts payable. The idea of bringing AR and AP together in the future requires a holistic approach - especially embracing changes in technology, processes and data with e-invoicing.

Duration:00:18:12

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The CEO-CFO Partnership and Driving M&A Success

9/29/2022
In this episode, former CFO and current CEO of Brevis, Amit Dass discusses the important relationship between the CEO and CFO especially as CFOs are more involved than ever in every stage of the M&A process – from due diligence to integration.

Duration:00:12:13

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A CFO’s Guide to Cryptocurrencies, Blockchain & Digital Disruption

9/11/2022
In this episode, Founder of Metafi, data scientist, cryptocurrency and tech investor and entrepreneur and published author, Peter Saddington discusses cryptocurrencies, blockchain and how enterprise CFOs and finance teams can begin thinking about these disruptive technologies to complement current financial networks and business models.

Duration:00:25:22

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The Future of e-Invoicing and the B2B Invoice Exchange Framework

9/7/2022
In this episode, AVP of e-Invoicing at Sidetrade, Bryan Pederson and Founder and CEO of Receivable Savvy, Ernie Martin discuss the common pitfalls suppliers face with electronic invoicing, the strong correlation between e-Invoicing and DSO, and the joint effort of the Federal Reserve and the Business Payments Coalition in the U.S. to begin an operational pilot framework to enable businesses to exchange electronic invoices.

Duration:00:22:25

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From Digital to Finance Transformation

8/29/2022
In this episode, Managing Director, Finance and Business Services Transformation at KPMG, Kim Huddle discusses the emergence of finance transformation to make changes and investments across people, process, technology and data to transform and evolve the finance department. Leading finance transformation organizations have a lower cost of doing business and a significant competitive advantage in the current market climate when they ramp up transformation and invest in advanced data, AI and innovation projects.

Duration:00:14:35

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Finance as a Strategic Advisor to the Business

8/22/2022
In this episode, VP of Finance in SaaS, Carrie Gurowitz discusses the strategic advisory role of finance, how to scale a global organization, the implications of multiple entities from an M&A integration, the financial metrics to watch, and what to think about when you’re implementing systems and automation into your finance strategy.

Duration:00:15:19

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Finance to Futurist FinTech Spotlight: QV Systems

8/16/2022
In this special Finance to Futurist FinTech Spotlight episode, Founder & CEO of QV Systems, Daniel Layne discusses his FinTech origin story from innovating as a SaaS company to focusing on the B2B customer experience, building the network effect and leveraging prescriptive analytics to create a future-ready financing platform.

Duration:00:21:36

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Inflation-Proofing Through Receivables

8/8/2022
In this episode, Director, Customer Success at Sidetrade Andrea Baker discusses best practices for finance teams to free up cash and fight inflation. Protecting and accelerating cash flow has never been so critical as bad debt risk and inflation are dramatically increasing everywhere. In today’s market climate, the cost of doing business is increasing more than 2% every 90 days. Delays in accounts receivable can lead to less working capital and less liquidity, making receivables the secret weapon during times of inflation.

Duration:00:13:51

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e-Invoicing Standardization, the Network Effect & Continuous Transaction Controls

7/25/2022
In this episode, AVP of e-Invoicing at Sidetrade, Bryan Pederson and CEO and Chairman of the Board of OFS Portal LLC and Chair of PIDX International, Chris Welsh discuss a global initiative to improve the way buyers and suppliers transact on the open market, what global e-Invoicing standardization looks like, and the trends towards continuous transaction controls and upcoming e-Invoicing mandates.

Duration:00:24:19

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The Impact of Technology Efficiencies on Cash Flow, CX & Retention

7/18/2022
In this episode, Manager of Credit, Accounts Payable & Accounts Receivable at Peavey Industries, Mary Masson Hummel discusses the impact of inflation, the push-pull relationship between AR and AP and the direct correlation of technology efficiencies on cash flow, the customer experience and employee retention.

Duration:00:15:14

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Time-to-Invoice: The Unsung DSO Hero

7/11/2022
In this episode, AVP at Sidetrade Bill North discusses an overlooked KPI called Time-to-Invoice. For many industries, Time-to-Invoice can represent a significant value and the hidden secret to reducing DSO. If more companies were to start the clock earlier in the order-to-cash cycle, DSO would actually be all encompassing, from the time that the product or service is sold through both invoice creation and invoice delivery.

Duration:00:14:56