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.

In today's volatile market, building supply distributors and transportation face increasing pressure to maintain profitability while meeting rising customer expectations. This session explores strategic approaches to surcharging and cash flow optimization—two powerful tools that can significantly enhance financial stability and operational efficiency. Industry experts will share practical insights and real-world examples on implementing intelligent surcharge strategies, improving payment cycles, and managing working capital more effectively. Whether you're looking to protect margins, invest in growth, or simply gain tighter control over your cash flow, this session will offer actionable takeaways tailored for distributors navigating today’s complex economic landscape.

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!

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

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

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

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

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

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

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.

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.

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.

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!

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.

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.

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

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

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

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

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