Cost: $50 PFAC Member – $70 Non-Member
Speakers: Don Ludwig and Pablo Federico
CEU Awarded: 1.0 Practice Management
Presented Date: 04/14/2021
Everything you need to know about paying bills for your clients. Top five bill pay practices to avoid and top five practices to adopt. Case studies and other considerations related to the typical bill pay process. What to look out for when it comes to cyber fraud, facing an audit, and needing more staff to handle bill paying.
Don Ludwig is the Vice President of Datafaction. Datafaction services the needs of family offices, business managers and sport management firms that offer pay bill and accounting services. Our specialized accounting and secure bill payment solution incorporates document management, approval workflow and online integration with City National Bank.
Pablo Fedrico is Helping wealth managers, family offices, and high net worth individuals manage payments and money movement securely and efficiently. I help firms gain transparency and efficiency so they can focus on meeting their client’s investment and wealth preservation and enhancement goals.