The connections that advance your career. The training that propels you forward.
SPRING May 23–25, 2016Disney's Contemporary Resort® | Walt Disney World®, FL
SILVER SPONSORS
GOLD SPONSORS
TITLE SPONSOR
PRODUCED BY
The only event for AP & P2P professionals this spring!
www.iofm.com/conference-spring 207-842-5557 [email protected]
www.iofm.com/conference-spring 207-842-5557 [email protected]
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Three days. Six breakout tracks. Panel discussions. Certification classes. Networking events.
The world of AP has become complex; but it’s no match for the gathering of intelligent and innovative minds who will be delving head-first into these topics and more:
Education is important… but it’s only the beginning. The AP & P2P Conference & Expo offers opportunities you just can’t get from behind your desk.
} Process & controls
} P-Cards
} Automation
} Compliance
} Metrics & benchmarking
} Shared Services
} Procure-to-Pay
} Leadership
} Working Capital
Disney’s Contemporary Resort ®
Exclusive attendee rate: $208/night while room allotment lasts. Book early for best availability at www.iofm.com/conference-spring/venue or by calling 800-803-5804.
This ultra-modern Disney Resort features white-sand beaches, spectacular views, dazzling pools — and Disney’s famous monorail running right through the iconic A-frame tower! The gate of the Magic Kingdom is just a short walk away, and the monorail can whisk you to any other Disney park.
Venue
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} Nightly cocktail receptions
} Fun freebies and giveaways for all (and something special just for members!)
} Professional headshots: give your LinkedIn and professional profiles an update!
} Special rates on Disney park passes
Celebrate your certification!Hard work pays off! Join your fellow IOFM certified peers at an exclusive
party – just for you. Complete with sweet treats, a spectacular view of the Magic
Kingdom, and a surprise Disney guest or two! Tuesday, May 24th at 7:00 pm
…Don’t forget about the FUN!
What is the Secret Sauce to Keeping Your Best People?
Dick Finnegan, Speaker, Author, & CEO,
C-Suite Analytics
Tired of the same old clichés? This
session will disclose the absolute,
most important retention skill and
give participants a pathway to build
and apply it. Or in other words, this
session is “Retention Made Easy.”
Participants will leave with a clear plan
and skills to never lose an employee they
want to keep. And here’s a hint: they won’t
stay with you if they don’t trust you.
Going from Good to Great
Dennis Cooper, Vice President, Operations Director of
Accounts Payable, PNC Financial Services Group
How do you measure success for your AP
department? What does it look like within
your own organization? If you’ve been
looking for specific metrics to measure
success and ideas for running AP as
a profit center, don’t miss this session!
We’ll look at how PNC Financial
Services Group created a department
that has implemented and refined their
e-invoicing, dynamic discounting and p-card
programs, all helping to turn a slightly automated function into a
highly automated, highly efficient contributor to the company.
Keynote PresentationsWednesday, May 25 | 8:30 am – 9:30 amTuesday, May 24 | 8:30 am – 9:30 am
Membership to the AP & P2P Network saves you $300 on your conference registration. But it goes
beyond that. With a membership to the AP & P2P Network, the learning doesn’t stop after the
conference is over! Once you’re home and have had time to digest, it’s time to hit up www.app2p.com
to find tools, resources, and templates that will make it all stick! Plus, you’ll be able to connect with your
fellow members on the forums and find out how they’re tackling the same challenges.
Become a member when you register for the conference and get instant savings!
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Membership + AP & P2P Conference & Expo = the perfect match.
Monday, May 23, 2016
8:00 am - 4:00 pm Pre-Conference Certifications See page 6 of the brochure for more information.
9:00 am - 12:00 pm Pre-Conference Half-Day Morning Workshops See page 7 of the brochure for more information.
1:00 pm - 4:00 pm Pre-Conference Half-Day Afternoon Workshops See page 7 of the brochure for more information.
4:30 pm - 5:30 pm Peer-to-Peer Roundtables
5:30 pm - 7:00 pm Opening Reception
Tuesday, May 24, 2016
7:45 am - 8:15 am Sunrise Sessions: Get to Know the New AP & P2P Network
8:30 am - 9:30 am KEYNOTE: Going from Good to Great — Dennis Cooper, Vice President, Operations Director of Accounts Payable, PNC Financial Services Group
9:30 am - 9:45 am Meet the Title & Gold Sponsors
Breakout Sessions: Choose One
10:00 am - 11:00 am BREAKOUT A: Recognizing Excellence: How to Motivate a Non-Engaged Team — Bethany Mezzadra, APM-D, Director of Disbursements, University of Maryland Medical System
BREAKOUT B: Case Study: Maximizing Accounts Payable by Implementing a Commercial Card Program at Dawn Food Products — Aaron Jones, APS, Director - AP, AR, Cash and Credit, Dawn Food Products, Inc.
BREAKOUT C: The Evolution of P2P — Angelica Hurtado, AVP of Procurement Operations, Voya Financial
BREAKOUT D: What AP Needs to Know About Sales & Use Tax — BJ Pritchett, CMI, State and Local Tax Consultant, Pritchett Sales & Use Tax Consulting
BREAKOUT E: Buy Right, Pay Right: AP’s Vital Role in Procure-to-Pay Transformation and Working Capital Excellence — Robert Banther, Ariba, an SAP Company
BREAKOUT F: Why is it so Important to Reconcile Supplier Statements & How do I Make it Easier? — Daniel Kimpton, President, statementmatching.com
Breakout Sessions: Choose One
11:30 am - 12:30 pm BREAKOUT A: Building a Best-in-Class “One-Touch” Customer Service Function — Philip Thomas, Manager – Procure-to-Pay – America's AP & Global Purchasing Operations, Celgene
BREAKOUT B: Developing P2P KPIs: What to Measure and How to Measure It — Penny Weller, Ph.D., CMA, Global Business Services, North American Practice Lead, The Hackett Group
BREAKOUT C: Latest 1099 Developments and Compliance Tips — Marianne Couch, J.D., Principal, COKALA Tax Information Reporting Solutions, LLC
BREAKOUT D: The Financial Strategist Guide to Navigating the Coming Changes in AP — Henry Ijams, APM, Managing Director, PayStream Advisors
BREAKOUT E: Invoicing for All: How to Get All of Your Suppliers to do Business Electronically — Donna Wilczek, VP, Strategy and Product Marketing, Coupa Software, Inc.
BREAKOUT F: Bring Intelligence to Your AP Automation — Christina Robbins, Marketing Manager, Digitech Systems
Breakout Sessions: Choose One
1:30 pm - 2:30 pm BREAKOUT A: Case Study: Implementing Automation in a 100% Paper, De-Centralized Environment — Speaker TBA
BREAKOUT B: Panel: Effectively Managing Multiple Generations — Moderated by
Susan Bova-Fasano, Director, Global & Strategic
Accounts, IOFM. Panelists: Joshua Idowu, North America, Accounts Payable Manager, Shared Services, The Martin-Brower Company, LLC; Joni Geurts, Accounts Payable Manager, JetBlue Airways; Aaron Jones, APS, Director - AP, AR, Cash and Credit, Dawn Food Products, Inc.; Judi Thallas, Trainer, IOFM
BREAKOUT C: Metrics for Measuring Success in Moving from a De-Centralized to Centralized Department — Mary Courtright, APM, Accounts Payable Manager, City and County of Denver
BREAKOUT D: How to Clean Up Your Vendor Master File and Keep It Clean — Jon Casher, President, Casher Associates, Inc.
BREAKOUT E: Best Practices in Cross Border Payments — Karla Friede, CEO and Co-Founder, Nvoicepay
BREAKOUT F: Three Challenges, Two Companies, One Solution — Jeff Haller, Founder & CEO, DataServ; Brady Swindell, MIS, Director of Financial Shared Services, Bunzl Distribution NA, Angie Englert, Senior Manager of Accounts Payable, Express Scripts
Breakout Sessions: Choose One
3:10 pm - 4:10 pm BREAKOUT A: Using Working Capital Strategies to Deliver High Value — Tom Glassanos, President, Bavelos Group
BREAKOUT B: Creating and Making Your AP Policies and Procedures Manual a Valuable Tool — Linda Kenney, Accounts Payable Supervisor, Scottrade, Inc.
BREAKOUT C: Abandoned and Unclaimed Property – What You Need to Know — Heela Popal, Director, PwC; Randolyn Davis, Manager, PwC
Agenda
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Breakout Sessions: Choose One (continued)
BREAKOUT D: The Case for Outsourcing Accounts Payable — Lynn Belletti, Managing Director, Accounts Payable and Travel & Expense; Finance Department, Global Procurement, BNY Mellon
BREAKOUT E: 5 Things Every AP & P2P Pro Must Know for 2016 and Beyond— Mike Jasper, Leader, North America P2P Center of Excellence, Basware
BREAKOUT F: Unveiled: Top 5 Trends for Procure-to-Pay 2016 — Rob DeVincent, Vice President of Product Marketing, Corcentric
BREAKOUT G: How Missoula County Built and Approved a Business Case for AP Automation — Kurt Wachtendorf, V.P, National Consulting Team Manager, Commerce Bank and Jacque Harris, APS,Missoula County
Breakout Sessions: Choose One
4:30 pm - 5:30 pm BREAKOUT A: The Unique Nature of AP in Higher Education — Jullette Spivey, Director of Disbursements & Accounts Payable, Prairie View A&M University
BREAKOUT B: Panel: Keep Your AP Automation Business Case Out of a Ditch — Moderated by: Mark Brousseau, President, Brousseau & Associates. Panelists: Ed Bilkerdyk, APM, Accounts Payable Supervisor, Americold; Rock Persaud, Director, Accounts Payable Finance, Take-Two Interactive Software; Neil Baier, CMA, CFM, VP Finance, Crescent Crown Distributing, LLC; Mary Courtright, APM, Accounts Payable Manager, City and County of Denver
BREAKOUT C: The State of ePayables 2016: Higher Ground — Andrew Bartolini, Managing Partner & Chief Research Officer, Ardent Partners; Matthew Delman, Sr. Content Strategist & Sr. Payables Researcher, Ardent Partners
BREAKOUT D: Keep Procure-to-Pay (P2P) Fraud at Bay with Fraud Detection Tools & Techniques — Chris Doxey, CPC, Trainer, IOFM
BREAKOUT E: Key Best Practices to Assure a Successful AP Automation Project — Peter Lopes, Executive, Account Solutions, Canon information and Imaging Solutions, Inc.
BREAKOUT F: Forensic Payables – Digitizing AP For Strategic Analytics — Richard Waugh, VP of Corporate Development, Zycus, Inc.
BREAKOUT G: Global Information Reporting: Navigating the Risk — Denise Hintzke, Tax Director, Global FATCA Leader, Deloitte Tax LLP
5:30 pm - 7:00 pm Networking Reception
7:00 PM Certification Celebration for all IOFM certification holders
Wednesday, May 25, 2016
7:45 am - 8:15 am Sunrise Session: Benefits of an IOFM Certification
8:20 am - 8:30 am Tom Nichols Excellence Award Ceremony
8:30 am - 9:30 am KEYNOTE: What is the Secret Sauce to Keeping Your Best People? — Dick Finnegan, Speaker, Author, & CEO C-Suite Analytics
Breakout Sessions: Choose One
9:45 am - 10:45 am BREAKOUT A: Case Study: Moving AP from 100% Paper at Crescent Crown Distributing — Neil Baier, CMA, CFM, VP Finance, Crescent Crown Distributing, LLC
BREAKOUT B: Maintaining Control of Employee Reimbursements — Dolores Hildebrand, CPCP, Assistant Director for Procurement & Supplier Diversity Services, University of Virginia
BREAKOUT C: Procure-to-Pay Automation – What's Next — Brian Rosenberg, CEO, The Rosenberg Group
BREAKOUT D: Managing the Invoice Process when Paper is Still King — Pam Miller, APM, Senior Trainer, IOFM
BREAKOUT E: The Scary Truth About B2B Payment Fraud — Christopher Elmore, APM, Author & AP Automation Expert, AvidXchange
BREAKOUT F: AP Automation: The Paperless Solution for Payables — Mel Steals, Director of Invoice Automation, PNC; Curtis Viverette, Director of Accounts Payable, Universal Protection Services
11:30 am - 12:30 pm Peer-to-Peer Roundtables
Breakout Sessions: Choose One
1:30 pm - 2:30 pm BREAKOUT A: STOP! Paying That $100 Invoice Could Cost Your Organization $1000s in Fines! — Pam Miller, APM, Senior Trainer, IOFM
BREAKOUT B: Continuous Improvement – It Pays! — Penny Weller, Ph.D., CMA, Global Business Services, North American Practice Lead, The Hackett Group
BREAKOUT C: Latest 1099 Developments and Compliance Tips — Marianne Couch, J.D., Principal, COKALA Tax Information Reporting Solutions, LLC
BREAKOUT D: Recovery Audits, Specialty Audits and Contract Compliance: How AP Can Enhance Your Company’s Bottom Line — Jon Casher, President, Casher Associates, Inc.
BREAKOUT E: 7 Secrets to AP Profit Center Transformation — How to Maximize Rebates on Card and ACH Spend — Justin King, Senior Director, U.S. Market, VISA; Miguel Rodriguez, Sales Director, Paymode-X, Bottomline Technologies
BREAKOUT F: How the Walt Disney Company Transformed Accounts Payable Shared Services with Perceptive Intelligent Capture
2:45 pm - 3:45 pm Ask the Experts LIVE — Pam Miller, APM, Senior Trainer, IOFM; Judy Bicking, Senior Trainer, IOFM; Marianne Couch, J.D., Principal, COKALA Tax Information Reporting Solutions, LLC; Penny Weller, Ph.D., CMA, Global Business Services, North American Practice Lead, The Hackett Group, Sal Alioto, VP/Director AP, Related Companies; Tina McGlasson, APM, Director of AP, Omnicare
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Accounts Payable Certification Training PRESENTED BY: Pam Miller, Senior Trainer, IOFM
Pre-Conference: Monday, May 23 | 8:00 AM – 4:00 PM Post-Conference: Thursday, May 26 | 8:00 AM – 4:00 PM
This fast-paced, full-day review class is designed to prepare you for the exam to earn your certification credentials as an Accredited Payables Specialist (APS) or an Accredited Payables Manager (APM). IOFM’s AP Certification Program is the largest and most successful AP Certification program because of its high quality and rigorous standards. In order to maintain these standards, The Institute of Finance and Management has updated, revised and made important additions that include: Invoice Handling; Evaluating Software Solutions; Technology Tools; Value Added Taxes (VAT); and more.
Procure-to-Pay Certification Training PRESENTED BY: Judy Bicking, Senior Trainer, IOFM
Pre-Conference: Monday, May 23 | 8:00 AM – 4:00 PM
IOFM’s new P2P Certification is designed to equip procurement and payables leaders and practitioners to understand procure-to-pay: to think “end to end,” to analyze and redesign their processes, and to introduce and manage change. The P2P Certification Program provides critical guidance on the what and why of P2P, how to get there, and what tools are available to help. The certification demonstrates and recognizes procurement and payables leaders and practitioners who have successfully completed the program and become accredited as uniquely prepared to lead and manage a P2P process redesign and implementation, enabling organizations to realize the value to long latent in these essential processes.
Certifications
The most trusted certification program in Accounts Payable… now available in P2P.
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Pre-Conference: Morning Half-Day Programs Monday, May 23 | 9:00 AM – 12:00 PM
} Form 1099 Bootcamp | PRESENTED BY: Marianne Couch, JD, Principal, COKALA Tax Information Reporting Solutions, LLC
} How to Use Metrics, Surveys and Benchmarking to Enhance and Manage Your Operations | PRESENTED BY: Jon Casher, President, Casher
Associates, Inc.
} How to Create a Winning Automation Plan and Sell it to the C-Suite | PRESENTED BY: Mark Brousseau, Special Projects Editor, IOFM; President, Brousseau &
Associates
} Healthcare Procure-to-Pay: Rapid Changes, Unique Challenges | PRESENTED BY: Brian Rosenberg, Chief Executive Officer, The Rosenberg Group
Pre-Conference: Afternoon Half-Day Programs Monday, May 23 | 1:00 PM – 4:00 PM
} AP & P2P Leaders Roundtable | FACILITATED BY: Rob Rogers, Director, Membership
& Certification Content, IOFM
} Compliance Strategies: Form 1042-S and Foreign Vendor Reporting | PRESENTED BY: Marianne Couch, JD, Principal, COKALA Tax Information Reporting Solutions,
LLC
} Sales & Use Tax Basics for Accounts Payable | PRESENTED BY: BJ Pritchett, CMI, State and Local Tax Consultant, President & Owner, Pritchett Sales and Use Tax
Consulting
} How to Build a World-Class Shared Service Operation | PRESENTED BY: Brian Rosenberg, Chief Executive Officer, The Rosenberg Group
WorkshopsWorkshops provide the kind of in-depth education you can’t get online, through corporate training programs, or at any other AP event! Space is limited. Secure your spot when you register!
Find complete workshop descriptions at iofm.com/conference-spring/conference/workshops.
PRICING STANDARD RATEAFTER 3/18/2016
CONFERENCE PASS (includes all receptions, conference sessions, and breakout sessions May 23-24; excludes certification classes and pre-conference workshops)
AP & P2P Network Members$1,395
SAVE $300!
Non-Members $1,695
VALUE PASS: Includes full conference pass PLUS Full-Day Certification Class (choose AP, P2P or Controller)
AP & P2P Network Members$2,090
SAVE $300!
Non-Members $2,390
Pre-Conference Workshops (May 23) Price
How to Use Metrics, Surveys and Benchmarking to Enhance and Manage Your Operations
$395
How to Create a Winning Automation Plan and Sell it to the C-Suite $395
Form 1099 Bootcamp $395
Sales and Use Tax: What You Need to Know to Manage Risk $395
Compliance Strategies: Form 1042-S and Foreign Vendor Reporting $395
How to Build a World-Class Shared Service Operation $395
AP & P2P Leaders Roundtable (Note: registration limited to 24 people) $495
YES! Register me for AP & P2P Conference & Expo.
GROUP RATES: save more, learn more. Great group discounts start at just two
attendees, and the more people you bring, the more money you save! Divide and conquer
to see more sessions, share your takeaways, and get the most out of the conference
experience. Sign up together to save up to 20%! Call 207-842-5557 for more information.
www.iofm.com/conference-spring 207-842-5557 [email protected]
www.iofm.com/conference-spring 207-842-5557 [email protected]
Diversified Communications 121 Free Street Portland, ME 04101
This event gets better every year! I return to the office with
new ideas and potential products to improve the productivity
of our company.”“ I loved the networking opportunities! They allowed for in-depth
conversation with similar companies around relevant topics.”
There was a great variety of courses to choose from. I found
the courses informative and the speakers very knowledgeable
and open to discussion.”
“ “
SPRING May 23–25, 2016Disney's Contemporary Resort® | Walt Disney World®, FL
SPRING May 23–25, 2016Disney's Contemporary Resort® | Walt Disney World®, FL
www.iofm.com/conference-spring 207-842-5557 [email protected]
The only event for AP & P2P professionals this spring!
