Managing payments manually for clients takes time you don't have and creates room for errors, missed steps, and unnecessary rework. Payment automation is one of the most straightforward ways to get that time back while reducing risk across your book of business. But knowing where to start and how to bring hesitant clients along is its own challenge.

In this session, we'll walk through the client profiles that see the fastest results with payment technology — the industries, payment types, and relationship signals that tell you a client is ready. You'll leave with a practical way to identify the best starting points in your book of business and the confidence to have the conversation with clients who aren't sure yet.

Learning Objectives:

• Recognize the client signals and industry characteristics that indicate a strong fit for payment automation
• Understand which payment types and workflows deliver the quickest, most visible ROI for clients
• Apply a simple framework to scan your existing book of business and prioritize where to start
• Learn how to approach the conversation with clients who are hesitant about adopting new technology
• Identify how payment automation can reduce manual work, errors, and risk for your firm

Event Speaker:

Chris Arnett

Chris Arnett manages Customer Marketing at Plooto, where he helps accounting firms, their clients, and small businesses establish and streamline modern payment workflows. 

He brings over 15 years of software and tech experience, much of it focused on simplifying and digitizing complicated offline processes to remove friction and eliminate busywork.

Most recently, he served more than eight years at Notch, a Canadian-based accounts receivable automation software. His work sits at the intersection of marketing, data, and customer experience, turning insights into clear, actionable guidance that businesses can actually use to grow and make their lives easier.