Margin Maximizers brings big business smarts to Medium Enterprises. In each episode, Soonah and Karen reveal the secrets to increasing your business's profits through an operational approach.
…
continue reading
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 ...
…
continue reading
Join Soonah and Karen as they uncover businesses' most frequent financial mistakes. They discuss the importance of proper training, effective systems, and a culture encouraging questions. Hear amusing stories like the "Spock theory" and timesheet troubles, and get practical tips to safeguard your business. Plus, learn from their personal experience…
…
continue reading
In this episode, we unpack - One Source of Truth and discuss what a deep dive into a client’s financials looks like. Karen and Soonah share the roles that they play in the Margin Maximizers' experience and how they define that One Source of TruthBy Resonance Media Agency
…
continue reading
In episode two of Margin Maximizers, we unpack the user experience for new clients. A good and thorough onboarding process is essential to achieving positive outcomes; Soonah and Karen talk us through what their individual roles look like for new clients. If you think your business could use the help of the Margin Maximizers team, reach out to the …
…
continue reading
In the first episode of the Margin Maximizers Podcast, we meet our two stars, Karen and Soonah, and discuss exactly what their new business venture is and the difference they can make to your business. With decades of experience in business, primarily in the finance aspect of SMEs, Karen and Soonah bring a fresh approach to managing your business's…
…
continue reading
1
The Customer Experience Mindset in Collections
20:03
20:03
Play later
Play later
Lists
Like
Liked
20:03
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?By Sidetrade
…
continue reading
1
Finance Transformation Trends Redefining How CFOs Think About the Future of Order-to-Cash
29:55
29:55
Play later
Play later
Lists
Like
Liked
29:55
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 …
…
continue reading
1
The Impact of Credit Risk Management on CX & Collections
17:59
17:59
Play later
Play later
Lists
Like
Liked
17:59
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 imp…
…
continue reading
1
Functional Fixedness, Innovation, AI and How Leaders Can Think Outside the Box
34:40
34:40
Play later
Play later
Lists
Like
Liked
34:40
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.
…
continue reading
1
New Year, New CFO Focus on Operational Continuity, AI & Working Capital Management
15:47
15:47
Play later
Play later
Lists
Like
Liked
15:47
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.By Sidetrade
…
continue reading
1
e-Invoicing Mandates & Frameworks 2023 Preview
14:37
14:37
Play later
Play later
Lists
Like
Liked
14:37
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.…
…
continue reading
1
Finance Transformation Pitfalls to Avoid in 2023
13:32
13:32
Play later
Play later
Lists
Like
Liked
13:32
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.By Sidetrade
…
continue reading
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.By Sidetrade
…
continue reading
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.…
…
continue reading
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.…
…
continue reading
1
The CEO-CFO Partnership and Driving M&A Success
12:13
12:13
Play later
Play later
Lists
Like
Liked
12:13
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.By Sidetrade
…
continue reading
1
A CFO’s Guide to Cryptocurrencies, Blockchain & Digital Disruption
25:22
25:22
Play later
Play later
Lists
Like
Liked
25:22
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.…
…
continue reading
1
The Future of e-Invoicing and the B2B Invoice Exchange Framework
22:25
22:25
Play later
Play later
Lists
Like
Liked
22:25
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 opera…
…
continue reading
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 bus…
…
continue reading
1
Finance as a Strategic Advisor to the Business
15:19
15:19
Play later
Play later
Lists
Like
Liked
15:19
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.…
…
continue reading
1
Finance to Futurist FinTech Spotlight: QV Systems
21:36
21:36
Play later
Play later
Lists
Like
Liked
21:36
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.…
…
continue reading
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 increas…
…
continue reading
1
e-Invoicing Standardization, the Network Effect & Continuous Transaction Controls
24:20
24:20
Play later
Play later
Lists
Like
Liked
24:20
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 trans…
…
continue reading
1
The Impact of Technology Efficiencies on Cash Flow, CX & Retention
15:14
15:14
Play later
Play later
Lists
Like
Liked
15:14
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.…
…
continue reading
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 pr…
…
continue reading
In this episode, Chief Financial Officer at Valley National Advisors, Elizabeth Wilson discusses how increasingly important it is for CFOs to be strategists and catalysts to help shape the overall strategy and direction of the business and infuse a financial, technological and data-driven mindset into the DNA of an organization.…
…
continue reading
1
Mentorship & Leadership in Credit Management
12:50
12:50
Play later
Play later
Lists
Like
Liked
12:50
In this episode, Consultant and Trainer for Credit Management, Ken Young discusses the evolution of the credit management role, how to mentor the next generation of credit professionals and the importance of leading and retaining employees in today’s market conditions.By Sidetrade
…
continue reading
In this episode, Sidetrade’s Chief Product Officer Rob Harvey discusses why it’s more important than ever that CFOs collaborate with CIOs, how finance departments are going beyond a cash culture to create a culture hack, and why more organizations are establishing a finance transformation role.By Sidetrade
…
continue reading
In this episode, Sidetrade’s Solutions Consultant Matt Hill discusses the next generation CFO and how to enable finance teams for the future to be equipped with technology for finance transformation and processes for change management.By Sidetrade
…
continue reading
In this episode, Sidetrade’s AVP of Presales UK, Naomi Smith discusses what keeps a CFO up at night – from supply chain fragility to risk, is digital transformation just a buzzword, and why being a data-driven CFO is now more important than ever.By Sidetrade
…
continue reading
1
Why Outsourcing Collections is No Longer a Dirty Word
11:21
11:21
Play later
Play later
Lists
Like
Liked
11:21
In this episode, Sidetrade’s BPO Director Virginie Gupta discusses the evolution of the cash collector, why the term outsourcing is no longer seen as a negative connotation and how AI, data and outsourcing can be complementary to an in-house collections team.By Sidetrade
…
continue reading
1
The Amazon Effect: Customer Experience & eInvoicing
11:16
11:16
Play later
Play later
Lists
Like
Liked
11:16
In this episode, Sidetrade’s AVP Customer Success in North America Bryan Pederson discusses the market drivers affecting both the customer experience in order-to-cash and eInvoicing, including the consumerization of B2B, global regulations and compliance.By Sidetrade
…
continue reading
In this episode, Sidetrade’s order-to-cash automation expert Darrin Brown discusses how his extensive transportation background in credit, collections and disputes has helped receivables departments become more adaptive, fight the status quo and embrace how access to more data can lead to optimal efficiency.…
…
continue reading
1
O2C: From Tactical Necessity to Strategic Asset
10:38
10:38
Play later
Play later
Lists
Like
Liked
10:38
In this episode, Sidetrade Solution Consultant and former O2C practitioner, Andrea Baker, discusses why data and not cash is king in today’s order-to-cash process. Data is helping finance teams evolve credit management from a tactical necessity to a strategic asset which in turn unlocks the value of O2C to the entire organization.…
…
continue reading
In Sidetrade’s inaugural episode, Chief Product Officer Rob Harvey and Chief Technology Officer Mark Sheldon discuss the journey from tactical to strategic order-to-cash and how it begins with optimizing data, technology and operations. The pair also share best practices on the future of finance and how teams can turn O2C into a data-driven strateg…
…
continue reading