Anne Wheeler

Anne Wheeler

Title: Owner of CS Process Flows - Consulting and Project Management

Bio
After a 30+ year career in various accounting areas Anne founded CS Process Flows. Her experience includes AP operations, identifying inefficiencies, and implementing solutions in existing teams.

Description

I started CS Process Flows, LLC in April of 2016 after a 30+ year career working in various accounting areas. My career in accounts payable started when I was hired as a processor.  Then I worked my way through accounts receivable and general accounting before coming back to accounts payable as a manager.  The challenges presented in Accounts Payable and all of the exciting changes going on in this area over the last few years and into the future are my passion.

My experience includes building new AP operations, identiifying ineffecienies and  implementing solutions in existing teams and being involved with other areas of the Procure to Pay work stream.  I have success in establishing and strengthening relationships with team members within Procurement, IT, and other areas of finance when working on AP related projects and with management of outsourced delivery centers overseas. 

Needless to say, I have learned a lot and I want to share my knowledge with companies that may be just starting to explore some of the options now available. or simply what to improve their current operations.

My experience includes managing up to 25 AP staff members processing upwards of 30K invoices a month, so I am very aware of what it takes to manage transations. I have also managed the implementation of several different types of AP workflow systems over the years, a Concur Travel and Expense reporting system, different Corporate Card programs, including both Purchasing and T & E cards, and ACH payment programs.    My experience also includes a project to outsource check printing and the transition of 7 Tyco Business Units to an outsourced delivery center in India. 

I am an Accredited Payables Manager (APM).

I hope by sharing what I have learned, I can help you.

 

 

Total course: 30

Instructor Courses

  1. A Deep Dive into the Responsibilities of Accounts Payable Operations
  2. Accounts Payable - Learn the Terminology
  3. Accounts Payable Optimization
  4. Benefits of An Accounts Payable Recovery Audit
  5. Communicating the Role of Accounts Payable to Others
  6. Creating an Accounts Payable Documentation Management Policy
  7. Free Trail: A Deep Dive into the Responsibilities of Accounts Payable Operations
  8. Justifying and Presenting the Needs of Accounts Payable Operations
  9. KPIs and Metrics for Accounts Payable Manual Processes
  10. KPIs and Metrics for Accounts Payable Operations Using Workflow Systems
  11. No PO, No Pay - Can It Work for Your Organization?
  12. Payment Process: Selection, Review, Approval, Release
  13. Preparing for an Audit of Account Payable Processes and Procedures
  14. Prioritizing Accounts Payable Workload - Divide and Conquer
  15. Procure to Pay Work Stream
  16. Reconciling Aged Open Payables and Outstanding Checks
  17. Selecting an Accounts Payable Automation Provider
  18. Strengthening Vendor Relationships - Steps That Can Be Taken by Accounts Payable
  19. The Basics of 1099's
  20. The Basics of Automation for Accounts Payable (AP) Specialists
  21. The Basics of Project Management for Accounts Payable
  22. The Benefits of Reconciling Purchase Order Goods Receipts Not Yet Invoiced
  23. The Importance of Delegation of Authority and Segregation of Duties
  24. The Vendor Master - Creating A Solid Foundation for Accounts Payable Processing
  25. Thinking About Centralizing Accounts Payable? - Due Diligence is Critical
  26. Understanding Non-Purchase Order (PO) Invoice Transactions
  27. Understanding Purchase Order (PO) Invoice Transactions
  28. What to Consider in an Accounts Payable Workflow Solution