Tuesday, May 13
1:00 PM – 3:30 PM
Vertical Breakout: Transforming Transportation: Delighting Customers while Controlling Costs
Join us for an interactive discussion on how transportation leaders are adapting to new technologies and customer demands while at the same time controlling costs. Our panel of speakers will unpack their innovation strategies, explore techniques for meeting customer expectations, and explain how they leverage Billtrust to drive AR efficiency.
Vertical Breakout: Automating AR for HVAC Distribution: Practical Insights and Knowledge Sharing
Vertical Breakout: Strategies for Building Supply Distributors: The Power of Surcharging & Cash Flow Optimization
Building supply distributors are facing more pressures every day – smaller profit margins and larger payment acceptance costs. Join this discussion on how leading distributors are leveraging surcharging on term accounts as a financial lever to offset rising costs and drive ACH adoption. You’ll walk away with industry benchmarks, best practices, and actionable takeaways.
Vertical Breakout: Digital Transformation in Dealership Finance: Equipment Industry Open Forum
Don’t miss this open forum on the practical use of AI and AR software within the Equipment & Dealer network. Discover the payment strategies and best practices that are making tangible differences in productivity and cost efficiency. Network with your peers and see how leaders in this industry are mitigating risk while accelerating cash flow.
Vertical Breakout: Navigating Healthcare & Life Sciences Challenges: Peer Insights and Best Practices
Healthcare and Life Sciences leaders operate in a uniquely complex environment. This session offers the opportunity to network with industry colleagues and share valuable insights. Learn from your peers as you explore best practices and strategies for overcoming distinct healthcare challenges in this roundtable session. We’ll discuss how to optimize order-to-cash processes by managing customer credit, improving collection processes, and leveraging automation to improve cash flow.
4:00 PM – 5:30 PM
Women in Leadership: Lessons from Kerri Walsh-Jennings, 3-Time Olympic Gold Medalist
Join us for an empowering fireside chat with Kerri Walsh-Jennings, a beach volleyball legend and three-time Olympic gold medalist. Learn how Kerri’s leadership, resilience, and teamwork helped her dominate the sport alongside Misty May-Treanor, winning gold in 2004, 2008, and 2012. Gain invaluable insights on overcoming challenges, leading in high-stakes environments, and thriving as a woman in sports.
5:30 PM – 7:30 PM
Welcome Reception at Insight 2025
Join us to kick off Insight 2025 at the Welcome Reception in the Innovation Showcase! This is the perfect opportunity to connect with industry peers, meet our expert team, and discover the latest innovations that are shaping the future of finance. Enjoy light refreshments, engaging conversations, and a sneak peek at the cutting-edge solutions on display. Don’t miss out on this exciting start to your Insight experience!
Wednesday, May 14
8:00 AM – 9:00 AM
Breakfast
9:00 AM – 9:30 AM
Welcome to Billtrust Insight 2025: Unleash the Star Power of Finance
9:30 AM – 10:15 AM
Revolutionizing AR with AI: Billtrust's Vision for Innovative Solutions to Boost Your Bottom Line
10:30 AM – 11:15 AM
Match Made in Machine Learning Heaven: Optimizing Cash Application with AI
Cash application is one of the most critical—and often most manual—AR processes. With the rise of machine learning and AI, companies can now optimize cash application workflows, reduce errors, and accelerate the reconciliation process.
In this session, you will learn:
- How machine learning can automatically match payments to invoices with greater accuracy and ways AI can help streamline the reconciliation process
- How AI-driven cash application tools use data analytics to enhance payment matching, improving visibility and accelerating collections
- Ways smart matching helps automate complex processes and drives faster payment posting, making cash flow more predictable
- To build effective reporting and AI insights to enhance your cash application team’s performance and support better decision-making
Automate or Stagnate: The Finance Department's Strategic Role in Digital Transformation


In today’s era of rapid digital transformation, finance leaders face growing pressure to manage risk and drive growth with enhanced efficiency and transparency. In this session, you'll gain actionable insights to transform your financial challenges into lasting opportunities for innovation and success.
In this session, you will learn:
- How finance leaders can effectively adapt to the pressures of rapid digital transformation while balancing growth and risk management
- Strategies to manage risk while driving sustainable growth with enhanced efficiency and transparency and discover practical approaches to turn financial challenges into opportunities for innovation and long-term success
- Ways to leverage digital tools and processes to achieve greater efficiency and transparency in financial operations
Securing Buyer Trust: Your Role in Financial Data Security
Cybercrime is expected to cost organizations around $12 trillion USD in 2025. Are your defenses ready for the months and years ahead? Are you doing everything you can to secure your buyers' data? In this session, we’ll share data security best practices you can use in your organization while exploring essential strategies for safeguarding financial data and bolstering buyer trust.
In this session, you will learn:
- How AI and modern technologies are revolutionizing the way businesses combat cyber threats
- Why a Security Operations Center (SOC) is needed
- How to create a security awareness culture
- How to measure your success to security
11:30 AM – 12:30 PM
Lunch
12:45 PM – 1:30 PM
Predictive and Prescriptive Analytics: Your Crystal Ball for AR Forecasting
Unlock the power of predictive analytics to enhance your accounts receivable operations. In this session, you'll understand how to analyze historical data to forecast future performance, identify potential cash flow issues, and make proactive decisions. We’ll explore tools and techniques for building predictive models that help organizations stay ahead of the curve.
In this session, you will learn:
- How predictive models can help you assess future cash inflows, improve collection strategies, and reduce bad debt risk
- Ways prescriptive analytics boosts match rates and reduces errors, improving overall AR efficiency
- How payment analytics can advance your payment policy strategies, helping you streamline AR processes, reduce DSO, and improve cash flow
Improving Customer Engagement with AR: 5 Practical Approaches Using Technology to Create a Better Customer Experience
Recent Billtrust research found that 40% of AR teams believe their current processes fail to provide an exceptional customer experience (CX). Enhancing customer experience used to depend largely on human resources. However, with the growing volume and complexity of customer interactions, using technology has become table stakes when it comes to creating better customer experiences.
In this session, you will learn:
- What today’s customers value and strategies to exceed their expectations
- How enhancing invoice presentment, payment collection, cash application, and deductions resolution can reduce friction
- Tips for using open communication and collaboration to enhance collection processes and team morale
- Insight from a Billtrust customer who has successfully leveraged technology to improve their CX
Finance Transformation: Innovations in Order-to-Cash Excellence
Delve into the challenges of international order-to-cash processes, with a focus on the evolving role of technology and generative AI. You’ll explore how prioritizing the alignment of people and processes sets the foundation for success in technology, systems, and overall strategies.
In this session, you will learn:
- The steps along the innovation maturity curve
- Where to go next on your digital transformation journey to drive financial transformation across your organization
- What others are thinking about on their journey in an interactive Q&A to address specific challenges and offer tailored insights
1:45 PM – 2:45 PM
AI & the Economy
Sam Jordan, futurist and consultant at the Future Today Institute, examines how artificial intelligence is already transforming businesses and creating new opportunities for growth. She encourages her audience to take an optimistic perspective towards the future of AI and how businesses can decide to apply it.
2:45 PM – 3:30 PM
Closing/Trailblazer Awards Ceremony
Our customers are everything to us, and the Trailblazer Awards are an incredible opportunity to recognize those who are setting a new benchmark by moving finance forward in their companies. Join us as we honor and recognize Billtrust customers making significant achievements in unleashing the star power of finance in their companies and for their customers.
3:30 PM – 5:00 PM
Innovation Showcase
Join us for a networking reception featuring members of our Solutions Team, who will answer your questions and provide hands-on demos of Billtrust products. They'll walk you through key updates, showcasing how Billtrust solutions can improve your bottom line, reduce administrative burdens, and support your business as it scales for the future.
6:30 PM – 9:30 PM
Billtrust Bowl
Get ready for an unforgettable evening at the Billtrust Bowl, hosted at The Star in Frisco, the Dallas Cowboys' state-of-the-art practice facility. This exclusive event, offers an exciting opportunity to network with industry peers, gain valuable insights, and experience the energy of one of the NFL's most cutting-edge training venues.
Whether you're a football fan or looking to make new connections, the Billtrust Bowl combines a thrilling atmosphere with top-tier business discussions. Enjoy a night filled with fun, innovation, and unexpected surprises — all in the heart of Dallas Cowboys territory!
Thursday, May 15
8:00 AM – 9:00 AM
Breakfast
9:00 AM – 9:15 AM
Welcome to Day Two
9:15 AM – 10:15 AM
Keynote - Pro Football Hall of Fame Member Emmitt Smith
Hear from NFL legend and Pro Football Hall of Fame member Emmitt Smith, who will headline Billtrust Insight 2025.
Smith, named to the NFL’s All-Decade Team of the 1990s, starred as a running back with the Dallas Cowboys and finished his 226-game career with an NFL record 18,355 yards and 164 rushing touchdowns. As well known for his character and integrity as he is for his athletic ability, Smith continues to give back to the community and support higher education. His charity organization annually awards college scholarships and provides enrichment opportunities to underserved youth. He has been a member of the President's Health and Fitness Council and has been recognized by numerous organizations for his leadership and public service. He also authored the 2011 book, Game On: Find Your Purpose — Pursue Your Dreams, which chronicles his story from humble beginnings growing up in Pensacola, FL, to his rise in the business world.
Currently President & CEO of Emmitt Smith Enterprises, Inc., Smith leads a team of talented individuals who oversee the company’s many ventures, including the marketing and management of the Emmitt Smith brand and the company’s two core businesses, EJ Smith Construction and E Smith Legacy, a real estate company.
10:15 AM – 11:30 AM
Next Generation B2B Payments: A Billtrust Customer Roundtable


The evolution of digital payments and payment acceptance technology is reshaping the B2B landscape. Hear from an all-star panel of Billtrust customers as they share firsthand experiences of implementing innovative payment solutions, crafting effective payment policies, and driving real results. Join us to gain actionable insights to elevate your payment processes, meet financial goals, and stay ahead in an ever-changing market.
11:30 AM – 12:30 PM
Lunch
12:30 PM – 1:15 PM
Wrangling Cash Flow: 4 Tech-Driven Strategies to Tame Complexity and Drive Success
Cash flow management is complex, but the right strategies and technology can make it manageable—and even a competitive advantage. In this session, experts will share practical approaches to automating invoicing, payment processing, and collections, giving you the tools to streamline operations, reduce stress, and drive better financial outcomes.
In this session, you will learn:
- How AI is transforming cash flow forecasting, enabling treasurers to predict cash inflows and outflows with unprecedented accuracy, helping to make proactive financial decisions
- Ways that adding payment channels and automating collections can accelerate payment cycles, improve efficiency, and boost cash flow
- Strategies for applying debt collection software can streamline follow-ups, reduce overdue payments, and improve collection outcomes
- How to optimize your cash application process with automation to reduce errors, speed up reconciliation, and gain better cash flow visibility
Trailblazers of Transformation: How AI Early Adopters Are Driving the Productivity Shift
Only 13% of the workforce is AI fluent, but these individuals save over 80% more time than their colleagues, report higher productivity, and communicate more effectively. So what sets these AI power users apart in the Finance world? How can AR teams use the latest developments like agentic AI to optimize for actual results vs predicted? In this session, you will learn:
- Emerging trends prompting the productivity shift from activity to outcomes
- How intelligent agents will change decision making, enabling quicker data analysis and decisions
- How to gain buy-in and get started with advance AI
We Will Not Be Siloed! Breaking Down AR Barriers for Better Cash Flow and Collaboration
When AR operates in isolation, it can hinder cash flow, disrupt communication, and create inefficiencies. This session will highlight the benefits of breaking down silos and creating a culture of collaboration between finance, sales, and customer service.
In this session, you will learn:
- Ways integrating AR with order-to-cash processes can optimize invoicing, payments, and collections, leading to faster cash flow and fewer delays
- How unified AR solutions enhance invoicing accuracy and automate cash application, resulting in quicker collections, improved financial efficiency, and stronger customer relationships
1:30 PM – 2:15 PM
The Future of Work for Finance Teams
Finance teams face a rapid transformation driven by technological advancements, evolving business needs, and shifting workforce dynamics. This session will explore how finance professionals can adapt, leverage new tools, and reimagine their roles in a changing environment. We will cover automation, AI, hybrid work, and innovative operating models to help finance teams thrive in the future of work.
In this session, you will learn:
- Key trends shaping the financial landscape, including the impact of automation, AI, and hybrid work on AR
- How the role of finance professionals is evolving from operational tasks to strategic, advisory roles
- Strategies for building a future-ready finance team, focusing on agility, innovation, and leadership in finance
Overcoming Challenges with a Unified Payments Engine
To meet diverse customer needs and expectations, companies must handle payments across multiple channels, including credit cards, ACH, wire transfers, and digital wallets. However, managing this can lead to inefficiencies, errors, and a fragmented customer experience. This session will explore the benefits of implementing a unified payments engine—a centralized solution that streamlines payment capture across all channels, improving both efficiency and user satisfaction.
In this session, you will learn:
- Common challenges businesses face in B2B payment processing, including fragmented payment systems, slow reconciliation, and a lack of flexibility
- How a centralized payments engine improves the customer experience by offering a frictionless payment process across all channels, ensuring quicker transactions and greater customer satisfaction
- Ways that simplifying payment acceptance and automation processes reduce costs to enhance operational efficiency, eliminate redundant steps, and improve accuracy
Measuring Success: KPIs for Automated Accounts Receivable
Effective cash flow management relies on tracking the right Key Performance Indicators (KPIs). In this session, you'll dive into essential AR metrics like AR turnover ratio and Days Sales Outstanding (DSO), as well as the underrated but powerful Collection Effectiveness Index (CEI).
In this session, you will learn:
- How to calculate and interpret these KPIs to gain valuable insights into cash flow, operational efficiency, and collections performance
- Best practices for using these metrics to optimize collections strategies, identify trends, and enhance overall financial health