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Rethinking the Cash Collections Process Using a Data-Driven Approach

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A team of graduate students from the Leavey School of Business at Santa Clara University will be discussing a practicum project they recently completed for a Unified Communications as a service (UCaaS) provider. The project applied data analytics to optimize the cash collections process and ultimately reduce company DSO. First, the team will outline the limitations of a manual and non-intelligent collections process. Next, they will demonstrate how to redefine the process using a prioritization mechanism that will help improve both total dollars collected as well as speed of collections. The key takeaway will be that the introduction of a new cash collections metric (propensity to pay) plus the application of analytics/machine learning has the potential to optimize cash collections.

Learning Objectives

  • -Understand the basics of machine learning and how to apply the concept to
    financial business processes.
  • Understand how machine learning and data analytics can be used to develop a prioritization mechanism for cash collections.
  • Use analytics to explore the possibilities for changes to collections policy.



Charles Goldenberg
Senior management consulting partner with over 35 years experience. Work with high technology industry and private equity clients on issues including M&A, go-to-market strategy, SaaS transformation, and professional services strategies

Kristina Im
Kristina is currently an MS Information Systems student at Santa Clara University. She has worked in various industries such as hotels, health-tech and market research helping customers book their next trip, build clinical order sets, and localize marketing material.

She is passionate about combining her technical understanding and business acumen to tell stories through data.

On her days off, Kristina loves to test new gluten-free desserts.

Jiamin Zhu
Jiamin Zhu is currently pursuing MS Information Systems at Santa Clara University. He has a BS Computer Engineering at Michigan State University. He has worked in semiconductor packaging as an integration engineer creating and modifying template of invention disclosures.

He is excited to use his data analytic and project management skills to make value driving decisions based on the data.

He enjoys watching movies on his spare time.

Jiao Liu
Jiao Liu is currently an MS Information Systems student at Santa Clara University. She was a lecturer at a medical University in Shanghai China. Now she is preparing for the software engineer career track.

She is good at mathematics and has a good statistic background. She has a strong passion to utilize high-tech skills to improve data management and transfer efficiency.

In the spare time, she likes to hike and travel.

Qurat Ul Ain Syeda 
Qurat is currently an MS Information System student at Santa Clara University. She has worked as an Assurance Associate at PricewaterhouseCoopers (PwC) primarily in the semiconductor and software industries.

She is looking forward to utilizing her newly acquired technical skills in the account/finance industry.

In her spare time, she loves to hike.


Event Details:

Thursday, July 8th
4:00 PM Greeting/Presentation
5:00 PM Post networking


CPE Credits

One (1.0) CPE credit available. Field of Study: TBA

FEI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Questions regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website,



Registration is closed, please contact Micky at [email protected] for questions.