June 25 | How UPMC turned statement work into profit protection
Live Webinar
June 25, 2026, 2:00 – 3:00 PM CT
Supplier statements are a critical, often underused control in large health systems—revealing missed credits, unrecorded invoices, and ledger discrepancies that affect balance sheet accuracy, close integrity, and working capital. This CFO-focused session explores how leading health systems are strengthening control through structured, best-practice statement reconciliation. We’ll also show how AI is shifting teams from reactive recovery audits to proactive exception management, reducing post-close disruption. Learn how finance teams are improving auditability and AP performance across payment accuracy, cycle time, and discount capture.
Speakers
Kelly Coxon
Senior Director of Procure-to-Pay (P2P)
UPMC
Kelly Coxon is Senior Director of Procure-to-Pay (P2P) at UPMC, a $26B healthcare system with 95,000+ employees. She leads Procurement Operations, Accounts Payable, Compliance, Vendor Master, and T&E, driving automation, cost efficiency, and P2P transformation into a center of excellence. With 30+ years of experience, including leadership roles at Alcoa, Kelly brings deep expertise in process optimization, compliance, and large-scale transformation.
Max Whyte
Commercial Director
Xelix
Max joined Xelix 8 years ago as one of the first employees. Working alongside co-founders Paul Roiter and Phil Watts, Max helped build the business and led the commercial function during Xelix’s early growth. Today, Max leads Xelix’s US Health System portfolio, partnering with CFOs and finance leadership teams across health.
Learning Objectives
- Establish a clear operating model for supplier statement reconciliation, including ownership, cadence, and escalation to ensure high volumes of credits and exceptions are resolved efficiently
- Apply a standardized exception approach to reduce rework, accelerate close, and improve control over credit notes and unmatched items common in healthcare environments
- Understand how AI automates statement reconciliation end-to-end—from ingestion and matching through to proactive exception resolution
- Shift Accounts Payable from reactive, recovery-audit-led activity to a proactive control that prevents leakage and strengthens financial accuracy
CPE Information
- CPE Award Amount: 1.0 (60-minute segment)
- Program Level: Basic
- Program Prerequisite: None
- Advanced Preparation: None
- Delivery Method: Group Internet Based
- Topic: TBD
- Field of Study: Specialized Knowledge
CPE Sponsor- Healthcare Financial Management Association 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. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
In order to receive CPE credit for this session, you must participate in 50 minutes of the presentation for this one hour program. You must also respond to the 4 polling questions that will appear during the session and complete the online evaluation within 2 business days after the webinar.
Meeting Code: 26AT19RAT19
For more information regarding refund policies, as well as any program concerns, please contact our offices at 800.252.4362 or, [email protected].
Sponsored by:
Content Type: Live Webinar
Topic: Accounting and Financial Reporting
Delivery Method: Group Internet Based
Program Level: Basic
Recommended For: Accounting
CPE Hours: 1.00
Sponsor: XELIX
Accounting: 1.00
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