FISCAL Technologies: Recent Episodes
FISCAL Technologies
Trends In Finance 2021 - How To Strive & Thrive in Extraordinary TimesThis podcast will be of particular interest to Finance Decision Makers and Strategists
Supplier cleansing, without the scramble
Keeping your supplier master file clean shouldn’t be a last-minute panic before audit. There’s a better way.
In this webinar, we’ll show how AI-assisted automation makes it easy to stay ahead of audit requirements, eliminate file errors, and protect your organisation from avoidable AP risks.
Our expert will demonstrate how, with the help of AI-assisted automation and continuous monitoring, your supplier file can be audit-ready, all the time.
You’ll learn how to:
- Automate supplier cleansing and maintain control over high-risk suppliers.
- Reduce risk exposure and prevent payment issues before they arise.
- Simplify audit prep with always-on monitoring and clean, accurate data.
- Reap the benefits of supplier cleansing for your team.
Whether you’re an AP manager looking to improve payment accuracy and regain control of your master supplier file, or an AP clerk trying to cut down on supplier queries and overpayment recovery, this session will help you take back control of your supplier data.
Be audit-ready, all year round.
Join us to discover how intelligent automation can help you eliminate risk, reclaim time and make supplier file cleansing effortless.
This episode does include a demo. If you wish to see this, please email smarter@fiscaltec.com
Managing supplier master data is a growing challenge. Duplicate entries, outdated records, and dormant suppliers can lead to unnecessary costs, fraud risks, and compliance issues. In this CPD accredited webinar we will explore:
- Common issues hiding in your supplier file and their financial impact
- Why one-time checks aren’t enough
- How regular cleansing improves efficiency and reduces costs
- How automation can transform supplier risk monitoring
Learn how to future-proof your operations and position your team as a key driver of compliance and efficiency.
Request a Demo
If you’re interested in learning how our automated platform can safeguard your finances and support Best In Class AP, click here to schedule a brief demo or email me by return.
Many organisations only reconcile their top 10 or 20 suppliers, missing out on significant opportunities. In fact, the top 250 suppliers typically account for 80% of spend, yet thousands of pounds in credits go unclaimed, and missing invoices are often found too late.
In this session, our experts will discuss why reconciliation is so important and show you how to:
- Reconcile more supplier statements
- Discover more discrepancies
- Recover more cash
This podcast, from a recent webinar, is for senior financial or procurement decision makers who are looking for additional ways to directly support the top 5 CFO priorities for 2025 (Hackett Group Key Issues 2025 report):
🎯 Optimise Cash Flow Performance
🚀 Accelerate Finance Digital Transformation
📈 Support Profitability Improvement Goals
💰 Implement Cost Optimisation Actions
📊 Improve Data and Analytics Capabilities
Key Takeaways
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2025 Finance Priority Deep-dive: Using the latest research insights and FISCALtec Benchmarks and what they mean for your financial strategy.
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Five Overlooked High-Impact Initiatives: Specific opportunities most CFOs haven't considered but should implement immediately.
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Practical steps to execute: options without external dependency.
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Immediate Value: Benchmarked Procure-to-Pay Review - Receive a complimentary, no-strings-attached benchmarked risk assessment to understand exactly where your organisation stands against best-in-class performers.
Discover the overlooked opportunities that can help position your finance team as a strategic enabler rather than a cost centre.
About our speaker: David Griffiths, CEO, FISCAL Technologies
David is the driving force behind FISCAL’s commitment to delivering solutions that provide customers with real value and a great return on investment. He has 20+ years experience in growing technology organisations and has spent the last 15 years working with hundreds of Accounts Payable and Shared Service Centres to protect their corporate spend.
David’s vision and leadership has been crucial in focusing FISCAL as a leading brand in the Procure-to-Pay function. Under his helm, the business has grown 50-fold in revenues across North America and Europe.
Prior to joining FISCAL, David was Head of European Marketing for Bottomline Technologies and Commercial Director for European Internet Technologies, a supplier of e-business solutions. David holds an MBA and Honours Degree in Business and Accounting.
This session isn’t just for those in the public sector, it’s packed with valuable takeaways for anyone embarking on a large-scale transformation project. Whether you're planning, managing, or simply curious about driving change, this event promises practical insights and real-world inspiration.
In this session, Steve Rose, Exchequer and Systems Development Manager at Somerset Council, and Lesley Reeve, COO of FISCAL Technologies, will discuss:
• The challenges of consolidating a major financial system across multiple services
• Lessons learned from delivering a complex project within just four months
• How an agile, solutions-focused approach drove success
• The impact on customer service, compliance, and cost efficiencies
Why Listen?
• Gain first-hand insights from a major council transformation project
• Discover best practices for managing finance system consolidation
• Learn how to drive efficiency, reduce costs, and enhance compliance
Don’t miss this opportunity to hear directly from the experts on delivering large-scale finance projects under tight deadlines.
As operational demands continue to evolve, procurement and payments functions must do more than adopt new technology - they need to empower their teams to adapt and work smarter.
This session will spotlight how businesses are boosting productivity by refining processes and enabling teams to deliver greater value. Drawing on insights from leading reports by Hackett, Gartner and others, we’ll unpack two critical focus areas for Finance leaders:
Aligning People, Process & Technology: Discover how organisations are blending digital tools with operational expertise to cut risk, enhance accuracy, and unlock efficiencies across procurement and payments.
The Importance of Training & Upskilling: As the skills gap continues to widen, investing in continuous learning is essential to future-proof finance teams. Gain valuable insights and stay ahead in the ever-changing world of finance.
Join us for practical, actionable insights on strengthening operational agility, optimising existing investments, and positioning your business for what’s next.
Prepare. Adapt. Thrive. Your next move starts here.
This session, written and delivered by Phil Sapey, Sapey Associates, is designed specifically for Finance professionals, helping you understand how fraud impacts your day-to-day operations and the latest legal requirements under the Economic Crime & Corporate Transparency Act (ECCTA) 2023.
Key Takeaways:
✔️ Comprehensive Risk Assessment – Identify and mitigate emerging fraud threats
✔️ Enhanced Prevention & Due Diligence – Strengthen controls, third-party vetting & monitoring
✔️ Escalation & Response Strategies – Ensure effective reporting and leadership engagement
✔️ Communication & Training – Foster a compliance-driven organisational culture
✔️ Operational Resilience – Align risk management with business goals to boost stakeholder confidence
Don’t miss this opportunity to enhance your fraud prevention strategy and ensure compliance with evolving regulations!
McCarthy Stone is a leading developer, manager and owner of retirement developments. For over 40 years, McCarthy Stone has championed the role, wellbeing and happiness of older people in our society.
As a major homebuilder, McCarthy Stone relies on contractors and material suppliers to build communities that provide independence and peace of mind. At the heart of this vital supply chain is the McCarthy Stone Finance department which is responsible for distributing the company’s working capital to its suppliers.
To continually improve this mission critical process, McCarthy Stone Finance has been on a journey to develop a best-in-class accounts payable function. With a focus on good practice supplier accounting, McCarthy Stone has successfully balanced productivity and protection through the application of technology.
Join us for a conversation with Stuart Gagen, Finance Controller at McCarthy Stone, Andrew Styles of FISCAL Technologies and James Smith of Kefron to explore the journey to best practice finance processing.
For more information about Kefron : https://kefron.com/accounts-payable-invoice-automation-solution/
For more information about FISCAL Technologies: fiscaltec.com
Our presenter will discuss how to prevent fraud in finance and provide an understanding of the Economic Crime & Corporate Transparency Act (ECCTA) 2023 and how it affects you.
This session is designed specifically for Senior Accounts Payable Managers and Finance Operations Leaders to help you understand how fraud impacts your day-to-day operations and the latest legal requirements under the Economic Crime & Corporate Transparency Act (ECCTA) 2023.
What You’ll Learn:
✔ Recognising Fraud Risks – Understanding fraud, relevant legislation, and identifying risks in your daily role.
✔ Failure to Prevent Fraud – What the ECCTA 2023 means for businesses and who it applies to.
✔ ‘Reasonable Procedures’ (RP) Defence – The only legal defence against non-compliance.
✔ Ensuring Compliance – What constitutes ‘Reasonable Procedures’ and the consequences of failing to prevent fraud.
Don’t miss this opportunity to stay ahead of the latest fraud prevention regulations.
This podcast is perfect for Finance and Procurement leaders who need practical, proven approaches to meet growing expectations whilst reducing costs.
This webinar explores 15 years of transformation journeys mapping the Top 5 which will have the greatest impact in 2025 for Shared Service centers, Accounts Payable and Procurement functions.
Typically, these initiatives deliver significant improvements to the bottom line, working capital, time-efficiency savings, fraud risk, and compliance.
Prepare, adapt, and thrive—your journey into the future starts here!
The financial landscape of 2025 is set to be dynamic, filled with opportunities to transform, adapt and thrive.
We reveal the key forces shaping the industry, from evolving workforce dynamics and performance-driven incentives to the pivotal role of technology optimisation and the buzz around Agentic AI.
Evolving Workforce Dynamics: Explore how the changing nature of work, workforce demographics, and employee expectations are redefining organisational structures and priorities
Performance-Driven Incentives: Learn strategies for driving accountability and excellence, and discover how to align incentives with organisational objectives in a highly competitive market
Technology Optimisation: Gain insight into innovative approaches to streamline operations, reduce costs, and enhance efficiency through cutting-edge technological advancements
Agentic AI and the Future of Decision-Making: Unpack the impact of Agentic AI, the latest frontier in artificial intelligence, empowering finance teams to make data-driven decisions with unrivalled speed and precision
Don't miss your chance to uncover actionable strategies and prepare for the future. Listen now!
Unlock the power of KPIs: Mastering KPIs for AP/P2P Teams
Learn their importance, explore current practices and discover how technology can enhance your approach.
Engage in discussions to identify top KPIs and create actionable plans with guidance from our expert speaker Frances Lawrence.
What you will learn:
- Understanding the importance of KPIs
- Current practices and data gathering
- Technology's role in KPI management
- Practical application through interactive activities
- Building KPIs using Ai
Our speaker, Frances Lawrence is a commercially driven and proactive chartered accountant with 20 years post-qualified experience in the technology sector within the UK and US including three years in Silicon Valley. She has a strong track record of enabling top-line growth, closely managing working capital and ensuring stakeholder value.
Frances is skilled in collaborating with the leadership team to achieve the business strategy and is a highly effective communicator.
In 2024, fraud accounts for nearly 40% of all reported crimes in the UK. For non-profits, the financial impact can be particularly severe, with a median loss of $76,000 (approx. £58,500). Join us for a crucial discussion on how to safeguard your organisation’s resources and reputation in today’s high-risk landscape.
What You’ll Learn:
What is fraud? Understand the scale and impact.
Why does fraud happen? Explore the motives behind it.
Real-life case studies: Gain insight from real non-profit scenarios.
Prevention & Detection: Practical tips to protect your organisation.
What to do if fraud is detected: Immediate actions to take.
Relevant Law: Your legal obligations
Why Listen?
Strengthen your fraud controls: Learn preventative and risk mitigation techniques.
Gain unique insights: Understand fraudster tactics to build resilient defences.
Learn from an expert: Benefit from Nandini’s extensive experience in non-profit finance.
Our latest webinar with speaker Nandini Balakumar from the British Heart Foundation, takes a deep dive into managing and mitigating fraud as a non-profit organisation.
What you need to know about supplier contracts and the latest legislation.
In today's dynamic business environment, managing supplier contracts effectively is crucial for finance teams to ensure compliance, mitigate risks, and drive sustainable practices. What’s more, with changing legislation in the it’s more important than ever to keep on top of supplier risk. This webinar will explore key considerations for finance teams to be aware of when navigating supplier contracts. Our focus will be on compliance, ensuring attendees are fully up to date with the legislation and the actions they can take to protect their organisation.
The webinar will also include information on understanding supplier risk exposure and essential mitigation strategies, including reputational factors and sanctions.
Discover the Top 5 Purchase to Pay Risks and How to Mitigate Them
Join an insightful webinar session where we discuss the critical risks facing P2P today. You’ll gain practical solutions and discover the latest technology to address these challenges, as we draw on our years of expertise.
· Three-Way Matching Pitfalls: Learn why traditional three-way matching isn't foolproof and solutions to combat this issue.
· Fraud Prevention Strategies: Discover essential strategies to protect your organisation from procurement and invoice fraud.
· Master Supplier File Management: Understand the importance of maintaining an accurate Master Supplier File (MSF) and learn best practices for regular cleansing and supplier verification.
· Supply chain risks: Learn why it’s important to understand your suppliers and monitor them for risks.
· Supplier Statement Reconciliation: Discover the often-overlooked practice of supplier statement reconciliation and how it can significantly impact your bottom line.
Secure your spot now and take the first step towards mitigating your Purchase to Pay risks!
Don't miss this opportunity to enhance your professional development and safeguard your organisation against the top purchase to pay risks.
Does the yearly audit give you nightmares?
Audits are a stressful time in finance. There’s pressure to ensure your policies and procedures are being followed, and much scrutiny is placed on AP for precise payments. We’re here to help.
Financial consultant Caroline Adams and FISCAL CFO Frances Lawrence team up in this podcast to give you expert advice on audit preparation and management.
The webinar will discuss how to maintain effective, efficient audit processes despite hardships such as remote working, data security, data collection and more. From selecting audit software and utilising the latest technology, to ensuring collaboration and compliance, our experts will pull from their own experiences to give you unique insights.
Feel prepared and confident during audit time.
Speakers:
CAROLINE ADAMS CAPS, MAAT
Financial consultant specialising in Accounts Payable and Shared Services.
Caroline is an experienced finance leader who works as an independent contractor specialising in helping businesses with their AP challenges. As the former Senior Finance Manager for Debenhams, she has led teams through many transformations and periods of change, leading the way in digital transformation and improving processes via automation. Caroline is also a member of the IFOL Education team, delivering training and coaching to nearly 30,000 members in over 22 countries worldwide.
FRANCES LAWRENCE,
FISCAL Chief Financial Officer
Frances is a commercially-driven and proactive chartered accountant with 20 years post-qualified experience in the technology sector within the UK and US, including three years in Silicon Valley. She has a strong track record of enabling top-line growth, closely managing working capital and realising stakeholder value.
Frances is skilled in collaborating with the leadership team to achieve the business strategy and is a highly effective communicator at all levels in the organisation.
Automation can make a vast impact in everyday life, allowing users to save huge amounts of time, and in the P2P process it’s no different. Automation of labour-intensive, often tedious tasks such as statement reconciliation can free up an AP clerk’s time to focus on more strategic tasks, and to focus on their own development, too.
So, how can we leverage automation to help us create an efficient, productive work environment that allows us to identify and nurture talent? How can we use this newfound time effectively to foster a culture of continuous learning and growth? Garry Stevens, Trainer and Coach for the Institute of Financial Operations and Leadership (IFOL), uses his experience to answer these questions and more.
Webinar overview:
Have you got the right measures in place to manage the risk of fraud?
Unlock the keys to effective fraud management with our upcoming CPD-accredited event! In this dynamic hour-long session, our expert presenter delves into the critical aspects of mitigating fraud risk within organisations.
Explore the far-reaching consequences of fraud, ranging from financial losses and diminished staff morale to the importance of fostering a culture of whistleblowing. Gain invaluable insights into the persona of a fraudster as we analyse their behaviours and motivations, shedding light on the proactive steps organisations can take.
Our event goes beyond theory, addressing practical solutions by examining policies and procedures designed to prevent fraudulent activities. Real-life examples will be shared, providing a tangible understanding of the strategies that work in the field.
Don't miss this opportunity to enhance your skills and contribute to a fraud-resistant environment. Register now to secure your spot at this insightful CPD event!
The results from PPN's 2023 survey are in!
Join Ellen Leith, MD and Editor of Purchase to Pay Network and Dan Cashen, Chief Product Officer, FISCAL, to uncover the latest trends impacting end-to-end Procure to Pay, as we share the results of PPN's survey into UK processing, technology and culture. Find out which policies are working and why. We'll shine a light on new trends emerging, the depth and spread of AI and what this means for the future.
Discover:
- What paying late means for your bottom line
- The hidden benefits of E-Invoicing
- What collaboration is and what it isn't
- How new technologies are pushing the boundaries of innovation
- The culture shaping the modern P2P department
- How compliance leads our ESG agenda
- The risk factors eating into your cash
How do you create a highly effective AP department?
It is your responsibility to ensure that the AP department is at peak performance. Accounts Payable is an integral part of an organisation after all, and without you and your team the business can't run. According to a recent survey, a huge barrier to your AP team performance is time. With the administrative requirements that come with a team dealing with a high volume of invoices and queries, how do you free time for your AP Clerks to become AP Analysts and deliver additional value back to the business? How do you ensure the team is efficient as possible and how do you retain key staff?
Our presenters will discuss driving improvements with AP in six areas:
• Leadership – Setting clear goals. Identifying team strengths and weaknesses and how they can work together.
• Talent - keeping up team spirit and retaining staff.
• Controls and performance, including setting KPIs against benchmarking data.
• Reporting and recording key metrics.
• Technology, including the best areas to automate your processes.
• Organisation, including centralisation.
Are you curious about the top finance priorities for the second half of 2023? Join us for an upcoming webinar where we discuss the results of the recent Hackett survey on Finance Priorities for 2023. Our panel includes a CFO and a Chief Product Officer, who will share their insights and perspectives on the most important priorities for the year ahead.
We'll be covering topics such as supporting growth whilst managing costs and working capital, digital transformation, and risk management, and exploring how these priorities can drive business growth and success. Our goal is to provide practical insights and real-world findings that you can apply in your own organisation.
This is an opportunity to gain valuable knowledge and insights from industry experts in a friendly and collaborative environment. We encourage you to register and secure your spot to stay ahead of the curve in the second half of 2023.
A recent Zurich UK report, based on Freedom of Information data from 43 Police Forces throughout the UK, shows that Employee theft and fraud increased by 19%. Zurich have also seen a rise in claims for commercial crime with companies facing average losses of £140,000.
Have you got the right measures in place to protect against the insider threat?
Our presenters will discuss what leads an employee to commit fraud, what the current insider threats and trends are, and what the future holds and why. They will also consider who is responsible, the employer or the employee.
As a new law is making its way through the House of Lords, the offence of "Failure to Prevent Fraud" is likely to hit businesses soon, this webinar will also tell you what you can do to prevent further incidents and to avoid becoming another statistic.
PRESENTERS
Robert Brooker
Head of Fraud and Forensics @PKF GM
Robert Brooker is Head of Fraud and Forensics within PKF GM and formerly Head of Fraud at Transport for London. He is an accredited Counter Fraud Specialist, Financial Investigation and Wicklander – Zulawski Non-Confrontational Interview Technique trained. Robert has led disciplinary and criminal investigations, concerning Fraud, Bribery and Corruption, security breaches, cybercrime, intellectual property and procurement allegations. He has worked in the private, public and not-for-profit sector within fraud, bribery and corruption, in addition to Fraud Risk Management for over 20 years. Robert is also Chair of the London Fraud Forum, a public/private partnership dedicated to best practice in preventing, detecting and investigating fraud, bribery and corruption. As well as being a founding member of United Kingdom Identify Fraud Advisory a social enterprise assisting victims of identity fraud.
David Griffiths
CEO @FISCAL Technologies
David Griffiths is the driving force behind FISCAL's commitment to delivering solutions that provide customers with real value and a great return on investment. He has 25 years’ experience in growing technology organisations and has spent the last 15 years working with hundreds of AP and Shared Service Centres to help protect their corporate spend. David’s vision and leadership have been crucial in focusing FISCAL as a leading brand in the P2P function. Under his helm, the business has grown 50-fold in revenues across North America and Europe. Prior to joining FISCAL, David was Head of European Marketing for Bottomline Technologies, and Commercial Director for European Internet Technologies, a supplier of e-business solutions. David holds an MBA and Honours Degree in Business and Accounting.
Garry Stevens, Trainer and Coach for the Institute of Financial Operations and Leadership (IFOL) will discuss good practices and key capabilities for scaling invoice and AP functions. He will also look at how AP solutions can deliver fraud detection, a greater accuracy of processing and reduce the need for human intervention.
In these days of stringent cost-savings and added financial risk, it is important that finance teams have strong controls around their working-capital, including the detection and recovery of overpayments, boosting their bottom line.
During this webinar, we will take you on a simple journey which explores all avenues of your next recovery audit.
Step-by-step, we will show you how, by using our platform NXG Forensics, you will ensure your finance team maintains long-term capital protection and return of investment.
Statement Reconciliation is the litmus test at the end of the P2P process.
Our presenter, Alex Tabb, Services Consultant, shares her wealth of knowledge and insights into why this painstaking task is so important and how FISCAL can alleviate that pain to release locked-up cash and recover previous overpayments and credits on the account.
During these times of rapid change, Accounts Payable professionals are sometimes too time strapped to ensure continuous management of all their suppliers. A poorly managed Master Supplier File is a breeding ground for fraud, payment and sanction issues resulting in high financial penalties. It can also cause real headaches if you are migrating to a new ERP any time soon. Without a proactive intelligent approach, these issues typically worsen over time.
This webinar will give insights into why supplier cleansing is so important and how FISCAL Technologies can support you and your team to ensure a cleaner more manageable and compliant Master Supplier File for the whole P2P process.
About Your Presenter:
Brendan Burke is Head of Education and Consultancy Services at FISCAL Technologies. A qualified fraud auditor, Brendan specialises in Accounts payable software, recovery audit, account payable audit, AP fraud and compliance.
**We explore:
How the procure to pay cycle has been forced to evolve in the current environment
How Councils are updating their Financial strategies in light of the last 2 years and with the prospect of at least 2 more years of economic challenges and uncertainty.
About our presenter:**Tony Hagland is Senior Business Partner for Corporate & Capital Accounting at Blaenau Gwent Council, where he has worked for over 30 years. Current responsibilities include Statutory Accounts & Returns, Capital, Treasury Management, VAT, Financial System Development and the Creditor Payment function. Having qualified as a prize-winner in 2000, Tony is a fellow member of CIPFA and has contributed time to the CIPFA Wales Executive and Local Authority Accounting Panel.
Using the latest finance solutions, modern finance teams can shift from a Reactive to Proactive mode of working, which is critical in this post-Covid era.
Our presenter, Brendan Burke, will demonstrate that, with the right tools, your organisation will be able to achieve assurance and visibility while protecting its working capital, regardless of future challenges that may arise. Learn how FISCAL Technologies can support your finance team's journey to:
• Drive proactivity
• Continuously monitor spend
• Reduce risk
• Improve processes
and importantly, how the last every recovery audit will drive value to your bottom line.
ABOUT YOUR PRESENTER: | | Brendan Burke is Head of Education and Consultancy Services at FISCAL Technologies. A qualified fraud auditor, Brendan specialises in Accounts Payable software, recovery audit, fraud and compliance.
Would you like to help your organisation become more competitive? Or reduce the need for public service reductions?
Dave Verma, fraud investigator, will tell you how. Dave is one of the UK’s most experienced fraud investigators and has trained police investigators and lectured at universities and chartered institutions.
Fraud has become the most common crime in England and Wales, and organisations are losing 6.4% of their expenditure to fraud, on average. Cutting fraud is a cost reduction strategy, so why is the rate of fraud still increasing when organisations have been cost-cutting for decades?
In this webinar, Dave will cover the 5 principles of fraud prevention and steps that Finance and Procurement leaders should take, to move from reactive to proactive methods that reduce procurement fraud.
When FISCAL perform a forensic review of your suppliers and transactions, you receive insight into your procure-to-pay process, FASTER!
Join Brendan Burke, our Head of Education and Consultancy Services, to understand the process we go through, and what you can expect when we perform an Accelerated Forensic Analysis service.
This includes:
• Find and recover previous overpayments
• Reduce the future risk of fraud, overpayments, and non-compliance
• Drive process improvements in:
- supplier management
- invoice validation
- sanctions and ESG compliance
- P2P processing efficiency
Susan Walsh, Founder and MD of The Classification Guru will share real-life examples of dirty data and its consequences within the P2P cycle, how it effects decision making, working capital management and financial reporting. And how to clean it up!
Statement Reconciliation is the litmus test at the end of the P2P process.
Our presenter, Alex Tabb, Services Consultant, shares her wealth of knowledge and insights into why this painstaking task is so important and how FISCAL can alleviate that pain to release locked-up cash and recover previous overpayments and credits on the account.
Marc Foster, Senior Manager of Finance Governance at Sony Interactive Entertainment (the Playstation brand) discusses his perspectives and the challenges of SIE's finance transformation projects.
In this insightful session Marc shares his wealth of experience and in-depth knowledge with Frances Lawrence, Finance Director, FISCAL Technologies including the:
• Key insights into preparing for a successful digital finance transformation project
• Marc’s experience of the introduction of SIE’s shared service centre and invoice processing offshoring
• How risks to procure-to-pay processing change during and after a transformation project
• The value received from FISCAL's solution during SIE’s transformation project
Our speaker, Tim Elliott, Deputy Associate Programme Director & General Manager, NEP has been at the forefront of transforming the largest NHS Consortium’s financial solutions framework. A valued FISCAL Technologies client, this non-profit making Consortium provides NHS organisations with fully supported access to Oracle's latest business applications (E-Business Suite). It is the fastest growing provider of financial solutions to the NHS and competes directly with the private sector on reliability, quality and price. It serves over 35k ERP system users, with over £20b of revenue flowing through the system annually and successfully processing over 1m transactions monthly.
Join us at this in
We will be hearing from a true finance legend, Paul Sutton, Head of Financial Compliance, UCLH NHS Foundation Trust as we look at the 5 pillars of financial control.
We will be delving into Paul's experience, gained from over 25 years of finance leadership in commercial and public sector organisations.
The conversation will be cover Paul’s experience and recommendations for:
1. Leadership and People
2. Controls and Protection
3. Value Creations
4. Supplier Management
5. Use of Technology
In this broadcast, you will hear from Samantha Ryan, finance legend, who discusses the financial controls she has implemented, and David Griffiths, CEO Fiscal Technologies, who will use the 5-pillars framework to draw-out Sam’s experience in these important areas.
1. Leadership and People
2. Controls and Performance
3. Value Creations
4. Supplier Management
5. Use of Technology
About our guest speaker:
Sam Ryan is an experienced leader of large onshore and offshore teams and has a background in Procure-to-Pay and multi-discipline Shared Service Centres. With a strong systems background that includes the development of bespoke systems, technical ownership of P2P systems, and managing accounting system upgrades.
Sam tells us about her experience of overcoming limited budgets, competing priorities, and strengthening insufficient resources to increase controls and compliance in the teams she has managed.
Join Caroline Adams, Independent Finance Expert and former Senior Finance Manager at Debenhams, and David Griffiths, CEO, FISCAL Technologies, as they look at:
- Specific risks organisations face today
- Why existing financial controls are no longer fit for purpose
- Additional controls that can be added
- Managing organisational change to improve financial controls
Caroline will be sharing her insights, knowledge, and experiences of how organisations she has worked with took control of their financial processes and reduced their Procure-to-Pay risks.
Dave Verma, one of the UK's most experienced fraud investigators & David Griffiths, CEO, FISCAL Technologies will explain:
- New research into supplier fraud trends
- The latest regulatory compliance around your suppliers
- Weaknesses inherent in legacy controls
- A modern approach to supplier fraud protection
Our ‘Perfect Storm of Risks’ series continues, and this final episode focuses on the risks of internal fraud and corruption in your Procure-to-Pay cycle. We look at conflicts of interest and examine the psychology behind internal fraud, and how you can prevent, detect and remedy those risks to protect your cash.
Leading anti-fraud expert Dave Verma and David Griffiths, FISCAL Technologies CEO, cover:
• Staff motivations and the psychology behind internal fraud
• Conflicts of interest
• Toxic cultures
• Tell-tale signs of insider fraud
• Practical ways to prevent, detect and reduce fraud and other personnel-related risks in P2P
Event Overview:
A poorly managed Master Supplier File is a breeding ground for fraud, sanction compliance and payment issues. It can also cause real headaches if you are migrating to a new ERP any time soon. Without a proactive, intelligent approach, these issues typically worsen over time.
Brendan Burke, Head of Education and Consultancy Services, FISCAL Technologies, will be sharing his wealth of knowledge and insights into why Supplier cleansing is so important and how FISCAL Technologies can support you and your team.
This event would be of particular interest to finance strategists, internal auditors, compliance officers, procurement, decision makers and AP generalists.
About Your Presenter:
Brendan Burke, Head of Education and Consultancy Services, FISCAL Technologies
Brendan is a qualified fraud auditor. He specialises in Accounts Payable software, recovery audit, fraud and compliance.
This podcast gives you the rare opportunity to listen to Caroline Adams, P2P Consultant who shares her vast knowledge and experience on how best to protect your organisation from the ever-increasing threat of Fraud.
About your presenter:
Caroline is a passionate P2P expert who has led Teams through numerous transformations and unprecedented periods of change. She believes people are at the forefront of enabling and leading transformation to ensure growth and success.
**Living, Laughing and Loving
There is a way to have it all - to excel at your job while excelling at your life.**
This session will address the important first step of taking care of yourself in order to take care of others. Regain your ability to live, laugh and love. Today, Valda will provide an upbeat session on the challenges of trying to find balance in an unbalanced world filled with chaos and uncertainty. She will help us remember: Living is more than just getting out of bed Laughing is more than humour. It can be a strategy for improving your lifeLoving begins with knowing how to love yourself and then transferring that love to others.
**About your presenter:
Valda Ford, MPH, MS, R**Using her skills as a Registered Nurse and Public Health expert, Valda built a thriving high tech home health and supplemental agency employing 200 nurses and techs, developed the first cardiac, stroke and physical rehabilitation centre in the Caribbean and created the Centre for Human Diversity in. Valda is an award-winning speaker who hosted a cable TV show for seven years, co-hosts a podcast and is a frequent guest on TV and radio. Valda annually delivers 50 - 75 workshops on improving work-life balance, caring for diverse clients, public speaking, and training of trainers.
STOPPING THE WAVE OF ADVANCING FRAUD
As we head out of the eye of COVID a wave of fraud is on the horizon. Over the past 18 months, finance teams have difficult working conditions during which, fraudsters have had ample opportunity to commit financial crimes against even the most stringent of organisations. Dave will discuss how good corporate wide management and systemic controls can ensure organisations can, with retrospective and proactive controls, protect their bottom line.
About Your Speaker:
Dave Verma, Independent Fraud Consultant
Dave Verma is one of the UK’s most experienced fraud investigators. An independent expert, he has lectured for 11 years at the detect training school in Hendon and for various universities and chartered institutions.
PODCAST OVERVIEW
This excellent session was first broadcasted at our annual customer forum, Empower 21. Specsavers sought a solution to identify and prevent overpayments as well as reporting and visibility of all payments. Implementing NXG in 2020 Nish will discuss how our forensic solution has transformed AP helping to maximise cash and reduce risk.
About our speaker:
Nish has worked for Specsavers for 3 years. Starting his career over 15 years ago he has a wealth of experience in Finance across many sectors. He looks forward to sharing his wide knowledge and insights with fellow peers.
Listen to one of our most valued customers who will highlight the reasons why they chose to transfer from APF to NXG during these challenging times. Speaking with Daytona Earley, Customer Success Manager at FISCAL Technologies, Cathy answers questions including the ease of transfer and usage of our new platform described as “APF on steroids”
About our interviewee:
Cathy graduated from the University of Michigan with a Bachelor’s of Science in Administration. Her career started in the public accounting with an international public accounting firm where she completed the requirements to obtain her CPA license. She was co-owner of a staffing service for several years then moved on and has been in accounting positions in several different industries, including health care, law and now manufacturing. Cathy has been with MNP Corporation for over 4 years in the Accounting Manager position.
About our interviewer:
Daytona Early has worked as Customer Success Manager for over five years. She is passionate about ensuring that our clients are given the best possible tools and support to empower their Finance operations.
Webinar Overview
Supplier Statement Reconciliation and Statement Matching is the litmus test at the end of the Procure To Pay process. It identifies the issues between your system and your suppliers' accounts that cannot be identified without proactive supplier engagement.
Adding statement reconciliation into your control process improves the accuracy of your ledgers. It can release locked-up cash in your P2P cycle in the form of unused credit notes and previous overpayments made that can be recovered.
Brendan Burke, Head of Education and Consultancy Services, FISCAL Technologies will be sharing his wealth of knowledge and insights into why Supplier Statement Reconciliation is so important and how it can also release locked-up cash in your P2P cycle in the form of unused credit notes and previous overpayments that were once made.
About Your Presenter
Brendan is a qualified fraud auditor who specialises in Accounts payable software, recovery audit, accounts payable audit, AP fraud and compliance.
This 20 minute podcast will be of particular interest to Finance decision makers and strategists as well as Accounts Payable professionals.
Event Overview:
We know that Covid and the uncertainty that surrounds it has directly impacted and applied pressure to organisations, supply chains and the staff within. This in turn has seen a 6-fold increase in fraud. These are both complex and unsophisticated fraud attempts which fraudsters are not only wanting to steal cash but access secure systems. Our speakers will discuss why the increase, what are the drivers of fraud and most importantly how we can protect spend.
About our Presenters:
Matthew Hammond, MD West Europe, Pagero
With over 17 years in senior management positions within the industry’s most prestigious e-invoicing companies, Matt Hammond has built a wealth of knowledge and best practices in the area of Supplier onboarding. Matt has been on the frontline of over 200 accounts payable e-invoicing rollouts, which range from the largest companies in the world, right through to smaller public sector bodies – and everything in between. Matt is excited to share his insights to support your digital journey.
Tasha Bailey, Industry Principal, FISCAL Technologies
Tasha has gained valuable insight and acumen from her 20-year career in AP fraud risk prevention and supplier risk mitigation. Having performed vendor risk assessments for the top Fortune 500 companies and trained global teams on the use of risk detection and prevention solutions, she identified root causes of risk that led to best practices.
Tasha has published articles and whitepapers and presented at annual conferences for the ACFE, IAPP, ISM and the the North Carolina Association of CPAs. Tasha, a Certified Fraud Examiner holds a Bachelor of Science in Accounting and a Master of Science in Economic Crime Management.
| About Pagero Pagero provides a global business network that connects buyers and sellers for seamless, secure and automated exchange of business documents, such as orders and invoices.
| About FISCAL Technologies For 17 years, FISCAL has supported customers on their journey to achieving peak performance in Accounts Payable and 100% protection of spend.
Recent events highlight the need for resilient operational finance strategies than can flex quickly when required and continuously protect amidst a changing risk landscape. Like most functions, Finance was already experiencing progress towards digital transformation but was forced to rapidly evolve - an evoloution that marks a new, more agile generation of Finance Operations.
Join Mark Watson, Consultant, Proactis and David Thorley, Director, FISCAL Technologies as they reflect on the need for an agile and resilient operating model, and how AP functions can utilise technology to better control and protect their spend, to deliver the highest value to their organisation.
EVENT OVERVIEW
In 2012 and 2015 NHS Wales embarked on a major AP transformation, resulting in the creation of two services centres servicing four NHS trusts and seven health boards. This ambitious undertaking established an Accounts Payable function of 130 staff that handles 1,800,000 transactions totalling approximately £4.6 billion spend per-annum.
Frances Lawrence, FD at FISCAL Technologies will be meeting with Russell Ward, Head of AP and Enablement to discuss how the NHS Wales Shared Services overcame the many obstacles on the road to accounts payable transformation. Russell will detail how agile working, robotics and automation resulted in process improvement and employee satisfaction. This enabled the team to become an award-winning, remote working, profit centre within a very short timescale.
ABOUT OUR PRESENTERS
| Frances Lawrence, Finance Director, FISCAL Technologies Frances is a commercially-driven and proactive chartered accountant with 20 years post-qualified experience in the technology sector within the UK and US including three years in Silicon Valley. She has a strong track record of enabling top-line growth, closely managing working capital and realising stakeholder value.
About FISCAL Technologies FISCAL Technologies offers a pure play cloud-based AI risk management solution that enables modern finance teams to boost efficiency as well as derive useful insights that drive the best decision-making on behalf of the company.
www.fiscaltec.com
| Russell Ward, Head of AP and Enablement, NHS Wales Shared Services Partnership Russell is an experienced, professionally qualified accounts payable, procurement, commissioning and project manager who holds a Master Degree in Business Administration. He has a track record of delivering multi-million pound efficiency and cash releasing savings to business and in establishing strategic supplier relationships and procurement strategies, including category management. He is experienced in implementing ERP solutions with the associated change management and business re-engineering that is associated with such projects and he is experienced in working in a Shared Service operation.
About NHS Wales created a Shared Services
NHS Wales Shared Services Partnership (NWSSP) has 120 Accounts Payable (AP) team members who process transactions on behalf of eleven business units, each of which retains their procurement independence billion spend per-annum.
Over the last 12 months, we have seen these two areas of risk increase in priority for every finance function.
During this webinar you will hear from an experienced shared services Senior Finance Manager, Caroline Adams about these risks, what additional controls they needed, and the benefits experienced once FISCAL’s solution was put in place.
You will hear how FISCAL’s solution
- Detected and prevented £25 million of incorrect payments from being made in a shared service partnership
- Allowed a well-known brand to protect cash and keep invoice processing costs low
- Forensically examines all supplier and transaction data to find hidden issues before payments are made
- Fits around your existing ERP and AP processes without disruption
- Can be running within 30 days
Event Overview This Podcast would be of particular interest to Finance Decision Makers and Strategists
Accelerated automation in finance to achieve “business as usual” has become the norm in these days of uncertainty and adjustment. However, the correct strategies must be in place so that costly errors are not made.
Supply chain management is imperative to ensure your organisation’s future stability and growth. EInvoicing is a massive part of this stratagem. We have invited Matthew Hamilton, MD of Pagero and David Thorley, Director of FISCAL Technologies to discuss the importance of building the correct approach behind implementing the right eInvoicing solution for your organisation.
Your solution will need to enable the exchange of documents between your company and your trading partners. regardless of the company size, location, technical capabilities and the data standards their accounting system use. The chosen solution must be able to support other documents such as POs, debit notes, credit notes and payment instructions. It must also be able to accommodate the security policies and communications strategies of your company as well as your suppliers and buyers.
Introducing our presenters
| Matthew Hammond, MD, Pagero With over 17 years’ in senior management positions within the industry’s most prestigious e-invoicing companies, Matt Hammond has built a wealth of knowledge and best practices in the area of Supplier onboarding. He has been on the frontline of over 200 accounts payable e-invoicing rollouts, which range from the largest companies in the world, right through to smaller public sector bodies – and everything in between. Matt is excited to share his insights to support your digital journey.
About Pagero AB Pagero AB is a worldwide organisation that develop and market cloud-based online platforms for the communication of business documents within the procure-to-pay, order-to-cash, and logistic-to-pay processes.
| David Thorley, Director, FISCAL Technologies Ltd David has worked within the IT industry for over 20 years and has a proven track record working with clients managing a range of business intelligence solutions across the world. David is looking forward to discussing the hot topic of e-invoicing with Matt Hamilton and exploring the best strategies to ensure a smooth digital transformation for both you and your stakeholders.
About FISCAL Technologies
FISCAL Technologies offers a pure play cloud-based AI risk management solution that enables modern finance teams to boost efficiency as well as derive useful insights that drive the best decision-making on behalf of the company. Unlike traditional auditing and automation, which serve different purposes, FISCAL's risk management technology identifies high-risk anomalies before payment occurs by using artificial intelligence and machine learning techniques to forensically analyse each and every Accounts Payable transaction as it is processed.
In these days of uncertainty, agility is key for your organisation’s success. Immediate calls are put onto decision makers and strategists to automate all functions quickly to cut budgets, improve supplier relationships and payment terms and improve compliance.
Ellen and David will discuss the key challenges and opportunities facing finance within 2021 and how to measure your preparedness in these unique times. This will include projected changes in Finance staffing levels and operating budgets as well as the broader business trends, strategic enterprise priorities and their impact on the Finance agenda.
| Ellen Leith, Director, PPN Ellen is responsible for building the P2P Network since 2008. Knowledgeable and well-respected in the world of finance, Ellen is known for getting to the root of all issues relating to P2P, AP, finance, procurement and issues affecting the wider business community. Ellen is excited to share her visions and business acumen to support finance leaders in a constantly changing world.
About PPN Purchase to Pay Network (PPN) is a trusted information base with direct access to 14,000 key decision makers in the finance sector across a variety of different industries.
www.p2pnetwork.org
| David Griffiths, CEO, FISCAL Technologies David has a successful record in global B2B sales & marketing for companies ranging from internet start-up to NASDAQ quoted. A proven thought leader who specialises within protecting spend, purchase to pay, accounts payable, payments, payables, invoice management, and financial SaaS applications. David is looking forward to sharing his insights on how finance decision makers can ensure their organisations strive and thrive in this unique environment.
About FISCAL Technologies FISCAL Technologies offers a pure play cloud-based AI risk management solution that enables modern finance teams to boost efficiency as well as derive useful insights that drive the best decision-making on behalf of the company.
www.fiscaltec.com