On Demand Webinar

Full Realization: Turning Billing Complexity Into a Competitive Advantage

Built for mid-sized firms where billing is anything but simple. 

For financial leaders at mid-sized firms, realization is rarely a mystery. The number is visible but the drivers behind write-downs, rejected invoices, and delayed payments are often not. 

Examine what financial operations look like inside firms that consistently convert billed work into collected revenue. Trusted finance solution experts, SurePoint and Scan Logic walk through practical tips and common pitfalls across the billing cycle — from OCG compliance and invoice submission through appeals management, write-off prevention, and accounts payable automation. Firms managing multiple clients, billing rules, and e-billing platforms will find direct application to the operational challenges they face every day. 

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What You Will Learn

  • A clear view of where realization erodes in complex billing environments 
  • Practical steps to reduce rejected invoices and appeals before they reach the client 
  • A framework for managing AR and AP as an integrated operation 
  • Actionable ways to use technology to improve visibility, consistency, and financial performance 

This discussion draws on real firm experience and offers a direct look at where coordination breaks down as complexity increases, and what high-performing firms do differently to keep it from happening. 

Who Should Attend

  • CFOs, controllers, and billing directors managing complex client portfolios
  • Firms absorbing write-downs without a clear picture of where they originate
  • Finance and accounting teams spending significant manual effort on billing rework and AP workflows
  • Firms whose client base has grown faster than the financial operations supporting it

Built For Finance Teams

Improve financial visibility across the firm with billing, collections, trust accounting, and reporting connected in one system.