AFP Enterprise Payments Virtual Series: Your Annual Payments Checkup
Sessions:
- Payments Policies and Escheatment: Making Critical Updates | Watch Session
- The Importance of PCI Compliance for Your Organization | Watch Session
- Know Your Vendors: Building Trusted Partnerships | Watch Session
- Bonus Sponsored Session: The Automation Advantage: Eliminating Friction in B2B Card Acceptance at RingCentral | Watch Session
CTP/CCM Recertification Credits Confirmation
The AFP Enterprise Payments Virtual Series helps you maintain your professional credentials. The session recordings for this event qualify for a maximum of 3.8 CTP/CCM and 1.0 FPAC credits. To receive your credits confirmation, take the accompanying quiz at the end of each recording and complete a brief credits request form. You will then receive a confirmation email for your records which includes instructions for self-reporting your credits through the Recertification Resource Center at www.financialprofessionals.org/recert.
CTP/CCM Credit Instructions
To earn the full 3.8 credits:
- Watch all four session recordings.
- Complete the quiz at the end of each recording.
FPAC Credit Instructions
To earn 1.0 credits:
- Watch the approved recording, Payments Policies and Escheatment: Making Critical Updates
- Complete the quiz at the end of the recording.
After Completing Each Quiz
- Submit a brief form with your name and email.
- You will receive an email confirmation of approved credits for your records, along with instructions for self-reporting your credits in the Recertification Resource Center.
NOTE: If you attended the live sessions on Wednesday, January 28 and/or viewed the on-demand recording of The Automation Advantage: Eliminating Friction in B2B Card Acceptance at RingCentral and already claimed credits, you are not eligible to claim credit again.
Payments Policies and Escheatment: Making Critical Updates
Presenter:
Barbara Carpenter - Order to Cash Management, Independent
*Credits: 1.0 FPAC | 1.0 CTP/CCM
Managing payments policies and complying with unclaimed property requirements has become increasingly challenging as regulations evolve and transaction volumes grow. Outdated policies or inconsistent processes can expose organizations to financial risk, audit issues, and customer impact. This session covers best practices for addressing uncashed checks and other unclaimed property, steps for completing due diligence and reporting, and effective ways to work with state agencies.
Download the Presentation
The Importance of PCI Compliance for Your Organization
Presenter:
George Uko - Senior Territory Credit Manager, Kubota Tractor Corporation
*Credits: 0.0 FPAC | 1.0 CTP/CCM
Any organization that accepts cards must prioritize PCI compliance. With payments fraud running rampant, order to cash and accounts receivable teams must ensure that they are following the appropriate security standards when storing and transmitting card information. In this session, we provide tips on how to ensure your organization is following the right protocols for card payments.
Download the Presentation
Know Your Vendors: Building Trusted Partnerships
Presenter:
Rich Shively - Credit Manager, Williams Distributing/Daikin Comfort
*Credits: 0.0 FPAC | 1.0 CTP/CCM
Vendors are essential partners in your organization’s success, but trust must be developed. This session walks you through a structured, vendor onboarding process that helps you verify legitimacy, assess compliance, and establish clear expectations. You’ll also learn the key activities to perform annually, such as monitoring performance, reviewing documentation, and assessing risk, to ensure that your vendors continue to earn and maintain your trust for the long term.
The Automation Advantage: Eliminating Friction in B2B Card Acceptance at RingCentral
Presenters:
Rebecca Schultz - Chief Marketing Officer, Boost Payment Solutions
Gina Quinonez - Finance Operations Director, RingCentral
*Credits: 0.0 FPAC | 1.0 CTP/CCM
Companies that fail to accept virtual cards for B2B payments risk delayed payments, strained customer relationships, and cash flow disruptions. RingCentral experienced some of these challenges with manual processes that consumed time and required ongoing attention to ensure secure handling of sensitive data in compliance with PCI standards.
By implementing Straight-through Processing (STP) without heavy requirements, they eliminated manual touchpoints, secured encrypted card data, and automated remittance posting. The results: over 400 hours saved in six months, improved security, lower card acceptance costs, and a collections team refocused on strategic priorities.
This session highlights the challenges and lessons learned in transitioning to virtual card acceptance and offers strategies to streamline payments and enable finance teams to focus on strategic priorities.
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