Name
From Bank Statement to Balance Sheet: Smarter, Faster Cash Control
Date & Time
Thursday, May 21, 2026, 8:00 AM - 8:50 AM
Speakers
Burdell Fossum - Epicor
Description

Learn practical tips and proven best practices for Bank Statement Processing. This session covers ERP bank setup, payment methods, pending cash, and system-controlled transactions to streamline reconciliation, improve cash visibility, and reduce manual journal entries. In this session, we will cover how to:

  • Reduce manual effort and errors by replacing journal entries with system‑controlled cash management transactions
  • Accelerate bank reconciliation cycles through better alignment of ERP detail with bank statement detail
  • Improve cash visibility and controls using pending cash and standardized payment methods
  • Strengthen auditability and compliance with consistent ERP bank, GL, and payment configurations
Location Name
Tennessee Ballroom C
Full Address
Gaylord Opryland Resort & Convention Center
2800 Opryland Dr
Nashville, TN 37214
United States
Industry
Manufacturing
Areas of Interest Insights 2026
Financial Performance, Expert Guidance, Extensibility and Data Integration
Solutions Insights 2026
Kinetic, Epicor Financials
Audience - Insights 2026
Customer Service, Finance, IT and Technology, Operations, Sales
Session Type - Insights 2026
Breakout