Catalant LiveCast

Catalant Payments 101: Understanding the Payment Process

Originally aired on October 27, 2021

How does the Catalant payment process work? When can I expect my payment to clear? What’s the best way to schedule milestones to minimize wait time?

Watch Catalant’s Expert Community team as they answer these questions and more, clarifying the payment process for engagements you close through the Catalant platform.

Catalant’s Director of Network Strategy, Steve Smith, will open the conversation by simplifying the complex series of cash flows for independent consulting firms. He will then guide you through a few frameworks to consider when reinvesting your hard earned capital into your firm. Catalant’s Head of Expert Community, Randy Miller, will then share a few examples of payment schedules which work well through Catalant and then highlight several best practices to help you forecast your cash on hand. A Q&A will follow the presentation.

This session is designed to help you create a stronger financial position for your practice and is a conversation you won’t want to miss!

Meet Your Hosts

Steve Smith is Catalant’s Director of Network Strategy and Development, and oversees the team responsible for ensuring a top Expert experience on the Catalant platform. Steve holds a B.A. from Holy Cross, M.S. from Old Dominion University, and an M.B.A. from Harvard Business School.

Randy Miller is the First Employee at Catalant Technologies and the Head of the Expert Community. Randy coaches new and experienced Experts to differentiate their value proposition, standardize their pitch approach, and align with prospective clients to deliver value.  Randy earned a B.A. from Union College, M.S. from Albany Law School, and an M.B.A. from Babson F.W. Olin Graduate School of Business.

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