TAWPI - The Association For Work Process Improvement


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Virtual Education

Teleseminars and Webinars are an easy, convenient and low cost way to educate you and/or your staff.

See detailed information about upcoming Teleseminars and Webinars as well as previous seminar recordings which are still available.

Co-Host a TAWPI Webinar!


Upcoming Teleseminars & Webinars


Document Classification Webinars

Sponsored by:

Join us for one or both of these free live webcasts.  You’ll see the latest technology in automated document classification being deployed to solve your everyday document processing challenges – including how to get critical data into your accounting, ERP or other back-end systems faster and with greater accuracy. Learn More!!

May 14, 2:00ET 

How to Build a High-Powered and Flexible Classification Solution

Creating an effective document classification solution doesn’t have to be a painful experience, nor is it necessary to compromise productivity with a one-size-fits-all product.  Learn how you can easily create a customized classification solution to virtually:

    • Eliminate the need to manually pre-sort documents
    • Eliminate manual document identification
    • Eliminate the manual routing of your documents or document images  

June 19, 2:00ET

Classification and Data Extraction:
A Complete Solution for Document Processing

Replacing manual processes with automated classification and data capture enables you to solve one of your toughest operational challenges – how to increase document processing efficiency and productivity while reducing costs.  See how automation can eliminate manual document identification, manual sorting and manual data entry.     

Seating is limited so reserve your spot today.

Click Here for Registration information

 


Recent Teleseminars & Webinars


Tipping Point for Outsourcing of Remittance Processing

Sponsored by:

Wednesday, April 2, 2008

In-house remittance processing has reached a “Tipping Point” where most organizations will achieve lower cost per item through outsourcing than can be realized with in-house operations.   Today organizations are giving stronger consideration to outsourcing their remittance processing function so they can focus on strategic areas within their core business where they can grow sales and margins.  

This webinar, sponsored by First Data, reviewed the current remittance processing landscape including market trends and volumes surrounding consumer payment preferences, check volume trends and ACH growth.  And finally, the rationale for outsourcing and the costs and benefits organizations must consider during their assessment.

The Speaker

Ed Bachelder is the Director of Research at Dove Consulting where he has led more than 229 market research studies on topics ranging from ATM deployment economics to Check 21-based remote deposit capture, check cashing, ACH check conversion, check transportation trends, consumer and business payment preferences, debit card growth, DDA account product design and distribution economics for EFT services and Lockbox Processing.

ICP Credits

Participate in this webinar and earn ICP renewal credits.

 


The Business Case for Check 21/ Electronic Check Presentment in a Lockbox Environment

Tuesday, March 25, 2008

The Speakers

Nancy Gessmann,Vice President, Operations, CDS Global

Katie Serns, TM Product Management, Smart Decision, Wells Fargo

Jay Rosenthal, Director Finance Controls and Practices,

                             Hearst Newspaper Group

Brian Bub, Supervisor Customer Service, Tucson Electric Power

You joined TAWPI for an interactive panel presentation on how companies, non-profit organizations and government entities can build a compelling business case for Check 21/electronic check presentment (ECP) in a lockbox environment.  Panelists detailed how Check 21/ECP delivers benefits in four areas:

  • operational costs, including labor, capital and support;
  • banking fees, such as charges for deposits, returned/uncollected items and general account services;
  • funds availability, including process timing, least-cost routing, and non-local, transit items; and
  • returned item costs.

Presenters also offered lessons learned from moving to Check 21/ECP in the lockbox, and fielded questions from participants who are considering Check 21/ECP.


 Unified AP Processing

Sponsored by:

Wednesday, March 19, 2008

This webinar, hosted by KeyMark, Inc., summarized the benefits for deploying a unified accounts payable processing system. You learned how you can increase productivity and cut costs by capturing, routing and tracking documents including POs, invoices, packing slips, correspondence and checks. The presentation:

  • Defined Unified AP Processing
  • Demonstrated how it fits an automated system today
  • Showed cost justification – How your organization can benefit from Unified AP Automation

 

With over ten years of experience, KeyMark has successfully implemented multiple AP Automation Solutions. This informative webinar helped you determine the level of automation you need and show you the cost justification for how your organization will benefit from a Unified AP Automation solution. Ample time was allotted for questions from the audience.

 

Overcome the Hurdles Associated with Remittance

Processing

 Sponsored by:

Thursday, March 6, 2008

Any organization receiving check payments deals with the labor-intensive tasks of opening mail, posting payments to their Accounts Receivable system, preparing bank deposits, receiving deposit acknowledgment, and posting entries to their back office cash management application.

                                                                                                                                                                                

Learn about a revolutionary solution for processing Accounts Receivables and remittance transactions: 

  • Electronically depositing your funds and automatically updating your accounting system
  • Storing your invoices and check images securely accessing them online
  • Improving customer service by allowing customers to view their invoices and check images online
  • Lowering administrative processing costs and reducing headcount
  • Eliminating paper at the mail room

 

During this session, Michael Flores, President and CEO of Bretton Woods, Inc., addressed the latest trends in handling remittance payments based on his 30 years of financial institution experience.  Mr. Flores’s consulting work focuses on the areas of strategic planning, strategic technology planning, payment systems and process improvement and reengineering through enabling technologies.  He highlighted the opportunities that Check 21 presents for all businesses, not just the large ones, and talked about his work with customers who have successfully implemented this end-to-end solution.  

 

InnoSource revolutionizes remittance processing with its Solutions-as-a-Service DocufreeTM document and business process management system. We provide a unique combination of On-Site, Off-Site and Online solutions that allow you to focus on your core business and eliminate the hassles and costs associated with physical document handling, preparation, imaging, indexing and distribution, process management, and disaster recovery. Regardless of your industry or size of your organization, InnoSource will enable you to streamline processes, eliminate hardware, software and operating expenses, reduce waste, and increase productivity resulting in growth for your business.


 Streamlining Accounts Receivable Processing

Sponsored by:

Tuesday, February 12, 2008

Time:  1:00 – 2:00 pm eastern, 12:00 – 1:00 pm central,

          11:00 – 12:00 pm mountain, 10:00 am – 11:00 pm pacific 

This webinar, hosted by KeyMark, Inc., summarized the benefits for streamlining your accounts receivable process. You learned how to leverage technology to: 

  • Capture and digitize your supporting receivables documents
  • Lift data from documents of varying formats, including: coupons, remits, check stubs, lists and statements
  • Balance detail line item data to check amount
  • Automate posting of receivables transactions to your account system

 

This informative webinar helped you determine the level of automation you need and show you the cost justification for how your organization will benefit from a streamlined accounts receivable process.

 

   Embedded Business Process Outsourcing:

Take Advantage of Outsourcing Benefits without Managing Off-shore Relationships

Sponsored by:

 

Thursday, December 13, 2007

This Webinar, hosted by Orbograph, summarized the financial benefits for deploying an embedded Business Process Outsourcing (BPO) solution. Several processing models were addressed including:

  • merchant capture (remote deposit capture-RDC)
  • mid-tier remittance, and
  • service bureau processing (RPS and check processing).

The session discussed how embedding an affordable, on-demand, BPO solution can differentiate merchant capture and remittance processing as well as resolve load leveling and seasonal peaks issues for end-users. Participants heard how Fidelity National Information Services utilized a data entry BPO solution fueling new business.

THE SPEAKERS

Fred Campos is VP RemitPlus of AudioTel Corporation 

Jim Casale is Director, OneTouch of Fidelity National Information Services

Click here to view Webinar slides.


Reengineering Operations: How to Minimize or Totally Eliminate the Need for Pass 2 Power Encoding

Sponsored by:

Wednesday, November 28, 2007

This TAWPI webinar discussed:

  • The hardware and software products required or those that may add value to a One Pass solution.
  • Various image capture transports and mail opening systems and how they can add value to a One Pass solution.
  • Exception conditions during payment processing and possible alternatives to reconcile these exceptions and eliminate or minimize the need to process these items during Pass 2.
THE SPEAKER

Tom Benedetto has spent virtually all of his career in item processing. Beginning with NCR Corporation, he held various Sales and Marketing positions. Subsequent to his employment with NCR, Tom was employed by Compusist, Inc. as national sales manager. Tom then joined Unisys Corporation in 1995. He is presently the Director of Industry Solutions with J&B Software.


Capturing, Recognizing and Processing Differently Structured Documents in the Remittance Industry

Thursday, October 18, 2007

Sponsored by:

The exponential growth in payment complexity has lead to new technologies and tactics that help you better handle the processing of virtually any incoming customer document. This FREE webinar provided an overview of how to maximize your investment in capture technology. The session covered:

  • How to deal with the challenges of capturing a variety of different documents (e.g., invoices, EOBs tax forms, etc.)
  • How to leverage new technologies that can manage semi-structured and unstructured documents
  • How multiple ICR engines can increase read rates and accuracy to help save you time and money
  • How to utilize classification software to effectively route transactions through your organization
THE SPEAKERS

Bill Ensslen of J&B Software, Inc. has 30 years experience in sales, marketing, product management and services management roles.  He has been involved in the complete cycle, from sales to implementation, of numerous large projects with Fortune 100 companies.

Vikram Punshi is a Project Manager with J&B Software, Inc.  He has 10 years of experience in project and product design, development, implementation and services management.  He has successfully implemented J&B’s product offerings in numerous, both large and small, government and financial sector projects.

QUESTIONS? Call TAWPI at 617-426-1167x19.


Trends in Production Scanning

Wednesday, July 25, 2007

The scanner market is evolving at a rapid pace. The traditional centralized scanning model is facing the ever-growing demand for distributed scanning options. In addition, features that were previously found only on higher-end machines have been making their way down market. This expert panel - featuring executives from Kodak, BancTec, Kodak, IBML, and OPEX - discussed trends and issues that are impacting the document scanner market. This interactive session explored image quality, productivity benchmarks, speed, ease of use, versatility, etc. Finally, the discussion detailed the most important trends and innovations of the coming year. Contact for additional information m_brousseau@msn.com.

FEES
FPL Council Member
TAWPI Member
Non-member
Audio Archive
FREE
$59
$99

To order the Audio Archive, click here.


Trends in Wholesale Lockbox Processing

Wednesday, July 18, 1:30-2:30 EST


This interactive panel discussion featured insight and advice from prominent industry experts. During the session, attendees gained a better understanding of the latest technologies and strategies for wholesale lockbox processing. The main focus of the discussion detailed the most important emerging trends for reducing processing times and making funds available faster.
For additional information contact m_brousseau@msn.com.

SPEAKERS

Blaine Carnprobst, First Vice President, Mellon Financial Corporation
Cheryl Gurz, Vice President, HSBC Bank, USA
Robert Kirk, President & CEO, VICOR, Inc.
Mike Reynolds, Senior Vice President, Data Management Products, Inc.
Moderator: Mark Brousseau, PCC Council Facilitator

FEES
PCC Member
TAWPI Member
Non-Member
Audio Archive
FREE
$99
$119

To order the Audio Archive, click here.

Questions? Call TAWPI at 617-426-1167x19.


Going to Market with Remote Deposit Capture for Corporate & Commercial Customers

Thursday, July 19, 2007

Sponsored by:

Almost 30% of banks that offer remote deposit capture to their commercial / corporate customers see it as an essential survival strategy. This webinar provided basics to help you maximize your investment in remote deposit capture, and will suggest key elements of a successful marketing plan that will help you: target commercial prospects, identify communication channels, create appropriate messaging, and drive commercial customers to your bank. The session covered:

 
  • The basic features and benefits associated with remote deposit capture, and how to articulate them to your prospects.
  • How to identify market opportunities by verticals.
  • A basic set of tools for creating a marketing plan around your remote deposit capture offering.
SPEAKER

Lisa Collins is director of marketing at Alogent Corp, the industry’s leading image deposit automation solution provider. Collins has more than ten years in technology marketing, including seven years in the payments industry.

FEES
PCC Council Member
Alogent Client
TAWPI Member
Non-member
Audio CD Only
$49
$49
$99
$139

To order an Audio CD, click here.

Questions? Call TAWPI at 617-426-1167x19.


The Payments Capture & Clearing Council's
Executive Forum Series

A Town Hall Meeting on the State of the Remittance Solutions Market

Wednesday, June 27


This interactive panel discussion featured insight and advice from prominent solutions providers. During the session, attendees gained a better understanding of the latest technologies and strategies for remittance and
lockbox processing, receivables management, electronic check clearing and more. The main focus of the Town Hall discussion was to detail the most important technologies shaping remittance processing, and the key trends and innovations of the coming year.


THE SPEAKERS

Simon Fisher, Portfolio Manager, BancTec
John Kincade, VP, Business Development, J&B Software
Phil Tormey, Technical Product Manager, WAUSAU
Wally Vogel, President, Creditron Corporation
Moderator: Mark Brousseau, PCC Council Facilitator NEW!

CD ORDERING INFORMATION

Click here to order a CD .


Fees
 
PCC Member
Tawpi Member Non-member
Audio CD Only
FREE
$69 $99

Guide to Implementing Back Office Conversion (BOC)

Thursday, March 15, 2007

Sponsored by

Click here to order an Audio CD of this Webinar

streamlined with the PowerPoint presentation!

As of March 16, 2007 retailers and billersare allowed to convert eligible checks to ACH debits in the back-office.

This webinar reviewed:

  • Rules of the BOC application.
  • Potential BOC workflow(s).
  • Benefits and challenges of implementing BOC for RDFI,
    Receiver, Originator, ODFI.
  • Customer service training and awareness techniques.

SPEAKERS
Kristine Oberg, VP, Product Development Group Manager, U.S. Bank

Amy Gutierrez, VP Strategic Market Development, NOVA Information Systems


Forms Processing and Data Capture Trends –
Analytical Results Revealed

Sponsored by

Thursday, February 22, 2007

To order an audio CD, click here!

This Webinar reviewed results from the 2006 Forms Processing & Data Capture Study conducted by TAWPI and Harvey Spencer.

The webinar identified the industry’s most innovative solution providers, the latest technology in forms processing; and offers future predictions for the industry. The Webinar provides a comprehensive assessment of forms processing, data capture and document capture systems, operations and trends with an expert panel available for questions and answers.

Webinar c overs statistical data received from 197 US-based operations:

  • What are forms processing operations doing today?
  • Hardware market-share breakdowns.
  • Software market-share breakdowns.
  • The latest technologies yielding high ROI.
  • Future trends and outlook.
  • Comparison of results with TAWPI’s 2000 Study findings.
    What has changed?

THE SPEAKERS

Mark Brousseau, Facilitator of TAWPI’s Forms Processing Leadership Council, Brousseau and Associates.

Jason Glass, VP of Sales, TAWPI

Additional industry experts:

Bob Fresneda, ReadSoft
Ken Kriz, AnyDoc Software
Alan Tam, Adobe
Michael Troncale, Kofax

A slide presentation of the Webinar will be available soon. (Members only)
Form information on Membership, click here.


Co-Host a TAWPI Webinar!

TAWPI is building on its strong educational programs with virtual seminars that will reach industry professionals right in their workplace. Sponsoring a Webinar with TAWPI is easy, cost-effective and a great way to generate qualified sales leads! We handle the promotion, registration management and back end technical work. You provide the content, the presentation, and the speakers. Contact Jason Glass (jglass@tawpi.org) for more information.

 

TAWPI 2007






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