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Billcom

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Self study cpe
BILL Demo: Streamline Cash Flow With Insights & Forecasting

BILL DEMO: STREAMLINE CASH FLOW WITH INSIGHTS & FORECASTING

CPE Processing FeeFREE
Webinar TranscriptionN/A
Presentation Length Hour(s)0.5 hours
CPE Credits 0.5 hours
CE Credits 0.0 hours
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateMarch 11, 2024
Date OfferedMarch 11, 2024
Expiration DateMarch 11, 2025
Course Description

Join BILL for an in-depth product demo where we delve into the power of automation in cash flow planning using BILL Insights and Forecasting. In this session, our seasoned experts, Mario Ruiz, Rohit Menon, and Karan Shah, will walk you through the robust features and capabilities of our innovative product. 
 
 Discover how BILL Insights and Forecasting can revolutionize cash flow management, offering unparalleled efficiency and accuracy. From predictive analytics to customizable forecasting models, attendees will learn how to leverage advanced tools to optimize your financial planning processes. 

Learning Objectives:


  • Determine the importance of cash flow planning in financial management

  • Recognize the key features and functionalities of BILL Insights and Forecasting

  • Identify practical insights into streamlining cash flow processes and enhancing overall efficiency



FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

Bill demostreamlinecashflowwithinsightsandforecasting videoimage
Review Questions
Review Questions
QUESTION 1: 0:04:41 minutes
QUESTION 2: 0:20:41 minutes
QUESTION 3: 0:29:15 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Linkedin

Mario Ruiz

BILL
Senior Product Marketing Manager
[email protected]
(650) 621-7700

Billcom

Mario is a proven marketing and product strategy leader in the SMB SaaS and Fintech space, delivering high-value solutions to busy and overworked small business segments. His strengths are research, building teams, innovation, content creation, driving initiatives from scratch, competitive intelligence, and full end-to-end Go To Market planning. With a background in journalism, product management, and marketing at software companies, Mario is equipped to provide insights into how businesses can better use technology to become more efficient and create a stronger offering for their customers.

Karan Shah

BILL
Senior Product Manager

(650) 621-7700

Billcom

Karan Shah is a Senior Product Manager with 8+ years of experience working at various B2B SaaS companies. He currently leads the cash flow forecasting solutions at http://bill.com enabling businesses to make informed financial decisions and thrive in today's dynamic landscape.

Linkedin

Rohit Menon

BILL
Senior Lead Product Manager

(650) 621-7700

Billcom

Rohit Menon has been focused on building great experiences for over 10 years. With a start as an engineer at Caterpillar, he then went on to work at Amazon and Grammarly where he worked on multiple new product initiatives both B2C and B2B. As a product manager, Rohit now leads a team leveraging vasts amount of data to produce financial insights for businesses. 

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NASBA Approved

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About Our Presenter

Billcom
BILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses (SMBs). As a champion of SMBs, we are dedicated to automating the future of finance so businesses can flourish. Hundreds of thousands of businesses trust BILL solutions to manage financial workflows, including payables, receivables and spend and expense management. With BILL, businesses are connected to a network of millions of members, so they can pay or get paid faster. Through our automated solutions, we help SMBs simplify and control their finances, so they can confidently manage their businesses and succeed on their terms. BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and accounting software providers. BILL is headquartered in San Jose, California.