New Calendar View!
Content Provider
Mineraltree logo

Blankbox
Self-Study CPE
NEW CLIENT MAGIC
View Details/Register
AUTOMATE TIME-TRACKING TO SIMPLIFY PAYROLL
View Details/Register
RESULTSCRM: LEVERAGING THE CONTACT "STANDARD SEARCH"
View Details/Register
RESULTSCRM: CREATING AND USING "ADVANCED/NAMED SEARCHES"
View Details/Register
OFFICETOOLS: DMS METHODS
View Details/Register
OFFICETOOLS: ASK US ANYTHING
View Details/Register
OFFICETOOLS: PROJECTS TIPS AND TRICKS
View Details/Register
RESULTSCRM: USING WORKFLOW FOR ACCOUNTING JOBS
View Details/Register
AUTOMATING EXCEL: AN INTRODUCTION TO VBA
View Details/Register
USING QB ONLINE ACCOUNTANT PRACTICE MANAGEMENT TOOLS TO ORGANIZE WORKFLOW
View Details/Register
Apautomation mineraltree

INTRO TO MINERALTREE: ACCOUNTS PAYABLE AUTOMATION FOR YOUR GROWING PRACTICE

Cost Free   CPE Credits 1.0 hour   Subject Area Computer Software and Applications  Course Level Basic  Instructional Method Group Internet Based  Prerequisites None  Advanced Preparation None  Who should attend? CPA - small firm
CPA - medium firm
Other 
Course Description

Come see what AP automation is all about! This webinar will cover the current state of accounts payable and what the impact would be of automating the process workflow. Attendees will see how easy it is to capture invoices, process them, approve for payment and execute the payment in a seamless, automated workflow.

The MineralTree team will review the benefits of automating an AP workflow including improved accuracies, increased efficiencies and process centralization for improved visibility. You will also learn more about the partner program and how MineralTree works with CPA firms.

Learning Objectives

  • What is means to automate the AP workflow vs. having a manual-based process

  • How automation technology is changing the way people think about AP

  • An overview of the MineralTree partner program

Linkedin

Michael Goldenberg

MineralTree
Vice President of Sales (Direct and Partner)
michael.goldenberg@mineraltree.com
(978) 627-0829

Mineraltree logo

Michael Goldenberg, Sr. Director of Sales is a passionate hands-on leader with over a decade of sales and management experience, driving growth and retention in pre and post IPO SaaS companies. He has been recognized for initiating and executing innovative approaches to both customer acquisition and retention. Michael is best known for his proven track record of guiding strategic initiatives to optimize: talent, motivation, process, training and tools. Over his years in technology Michael has extensive direct and partner channel experience to a broad range of organizations ranging from SMB's to Enterprises. His repertoire ranges from scaling teams in a larger organization to designing and building early stage sales organizations. With an endless thirst for knowledge, research, testing, and leveraging the most progressive sales techniques, he bringing equal passion for growing people and guiding strategy.

Andrew Waters

MineralTree
AP Automation Expert
andrew.waters@mineraltree.com
(617) 299-3399 xt151

Mineraltree logo

Andrew Waters began his career at MineralTree as the Marketing Operations Manager and quickly moved to Product Management. He has played an integral role in developing integrations with accounting package partners as well as managing the roadmap to follow the overall product vision. Currently he manages clients to ensure smooth on-boarding. Andrew is a graduate of Brown University.

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Mineraltree logo
MineralTree makes the easiest-to-use mobile and online AP automation software for finance professionals like you at growing organizations. Whether you’re a controller, AP manager, CFO, or other payment approver, MineralTree’s invoice payment processing solution streamlines AP, giving you significant cost savings and unparalleled control in an affordable, integrated platform with guaranteed fraud protection. We’re focused exclusively on invoice-to-payment automation so businesses benefit from using it and banks, accounting firms, and CPAs can offer it to their customers.