The connections that advance your career. The training that propels you forward.

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FALL | October 24-26, 2016 Caesars Palace | Las Vegas

SILVER SPONSORS:TITLE SPONSOR: GOLD SPONSORS:

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Produced by

Register by August 19, 2016 & SAVE UP TO $300

Whether one of these titles describes you or you’re somewhere in between, you’ll find education fitting your role at this fall’s Conference & Expo.

Caesars Palace | Las Vegas

Exclusive attendee rate: $208/night while room allotment lasts.

Book early for best availability at: iofm.com/conference-fall/venue 800-803-5804

From the moment you walk through the doors of Caesars Palace, you’ll understand why this iconic Las Vegas luxury hotel sets the standard for opulent details, impeccable service and lavish Las Vegas accommodations. Visit the Omnia Nightclub, Garden of the Gods Pool Oasis, Forum Shops, Golf, Vista Cocktail, and more! During your down time, enjoy fine dining, world-class shopping, championship golf courses, luxurious spas, exciting nightlife, and top-name entertainment, all

in the heart of the famous Las Vegas strip.

Venue

REGISTER BY AUGUST 19 AND SAVE UP TO $300 OFF THE DOOR PRICE!

www.iofm.com/conference-fall

207-842-5557

customerservice@iofm.com

1. AP Fundamentals & Best Practices

2. P2P Automation Masters

3. AP & P2P Automation I

4. AP & P2P Automation II

5. Shared Services & GBS

6. Compliance

7. Leadership, Process Improvement, & Metrics

8. Leading Strategies for Today’s Controller

Accounts Payable Manager Accounts Payable Director Controller Director/Manager P2P Treasurer/Asst. Treasurer Procurement Manager/Director Director/VP Shared Services Director/VP Finance Director/Manager T&E Director/Manager Disbursements Director/VP Global Business Services

Eight Conference Tracks cover everything you need to know this year and beyond:

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To provide your organization with effective guidance, a Controller needs to be aware of all the risks, challenges, and internal control requirements within your company. Certified Professional Controller training dives deep into

the core business and operational knowledge required of the corporate controller and provides candidates with a firm understanding of the key areas of compliance, regulation, and effective management.

Take your career to the next level with the Value Pass. Become your department’s expert on crucial AP & P2P functions.

Full Day Certification Classes

Enrollment in any certification training includes an on-site exam and advance online access to your study guide. Candidates have up to three attempts to pass the exam.

Accounts Payable Certification Training Pam Miller, APM, Senior Trainer, IOFM

Monday, October 24 | 8:00 am – 4:00 pm -or- Thursday, October 27 | 8:00 am – 4:00 pm

Earning APM or APS certification will take your career to the next level. Whether you are just starting your path in AP or are a well-established professional, the AP Certification program offers

a blend of fundamentals, fine tuning, best practices and leadership training that will serve you well as you advance in your career.

Procure-to-Pay Certification TrainingJudy Bicking, Senior Trainer, IOFM

Thursday, October 27 | 8:00 am – 4:00 pm

Whether you want to support your organization’s evolution toward P2P, or you want to optimize your existing P2P process, IOFM’s Procure-to-Pay certification program will give you the resources and knowledge you need to become

a leader in your organization’s advancement toward achieving a true end-to-end process.

Certified Professional Controller TrainingChris Doxey, CCSA, CICA, CPC, Senior Trainer, IOFM

Thursday, October 27 | 8:00 am – 4:00 pm

Full Day WorkshopsP2P Automation MastersFeaturing speakers from Starbucks; Fleet Pride; Avnet; Anadarko Petroleum; and Paystream AdvisorsMonday, October 24 | 8:00 am – 4:00 pm

When your organization is at the forefront of P2P automation, you have unique opportunities, needs, and challenges. P2P Automation Masters is a focused gathering specifically for senior executives at organizations with highly automated P2P functions. This full-day pre-conference workshop will offer content specifically tailored to the needs of highly automated organizations. Presented in partnership with Paystream Advisors.

Leading Strategies for Today’s ControllerFeaturing speakers from IOFM; Carfax; BMO Capital Markets; and moreMonday, October 24 | 8:00 am – 4:00 pm

Experienced practitioners and thought leaders in finance will delve deep into areas critical to every controller, including: auditing, internal controls, and fraud prevention; accounting and process improvement; ethics and compliance best practices; and leadership and professional development.

AP & P2P Women’s Summit: Career Advancement and Personal Empowerment for Women in FinanceFeaturing speakers from IOFM; Academy for Women’s Empowerment; ACE Hardware; and moreMonday, October 24 | 8:00 am – 4:00 pm

Whether you are just starting out or already advancing to the top rungs on the career ladder, you face unique challenges as a woman working in finance. In this summit, explore and acknowledge the misperceptions that women must overcome; speak candidly about the roadblocks women face; and take away practical, actionable strategies for overcoming obstacles and realizing your full professional potential.

IRS Regulation BootcampMary Kallewaard, Principal, COKALA Tax Information Reporting Solutions, LLC; Marianne Couch, JD, Principal, COKALA Tax Information Reporting Solutions, LLCThursday, October 27 | 8:00 am – 4:00 pm

With the introduction of FATCA in 2014, reporting on payments to foreign payees is more complex than ever. This intensive one-day program will put you and your team ahead of the game when it comes to compliance with FATCA, including new tax regulations under IRC chapter 3, Form 1042-S, and Forms W-8 & W-9.

ADD A FULL DAY CERTIFICATION OR WORKSHOP TO YOUR CONFERENCE EXPERIENCE WITH THE VALUE PASS AND SAVE!

www.iofm.com/conference-fall | 3

Conference Agenda

AP FUNDAMENTALS & BEST PRACTICES

P2P AUTOMATION MASTERS

AP & P2P AUTOMATION I

AP & P2P AUTOMATION II

SHARED SERVICES AND GBS

COMPLIANCE LEADERSHIP, PROCESS IMPROVEMENT, & METRICS

LEADING STRATEGIES FOR TODAY’S CONTROLLER

8:10 am - 9:10 am

Improving AP Processes Without Automation – Pam Miller, APM, Senior Trainer, IOFM

P-Card, Virtual Accounts, and Discounts – Balancing Opportunities in ePayments – Michael Clark, Manager, Accounts Payable, Southwest Airlines

Bring Intelligence to Your AP Automation – Christina Robbins, Marketing Manager, Digitech Systems

AP Automation Case Study

How to Jumpstart your SSO Journey with a Compelling and Data-Driven Business Case and Overcome Roadblocks Once You’ve Embarked on the Journey – Anthony Sayer, Vice President Assistant Corporate Controller Shared Services, Parker Hannifin Corp.

IRS W-9 and W-8 Forms: Which Form Do You Need, and Does it Meet Validity Standards? – Marianne Couch, Principal, COKALA Tax Information Reporting Solutions, LLC; Mary Kallewaard, Principal, COKALA Tax Information Reporting Solutions

Tuning in to Process Improvement – Mike Rickard, Director, Procurement & Accounts Payable, Cox Media Group

Developing a Strategic Plan for Payroll – Dennis G. Danilewicz, CPP, Sr. Director of Disbursements Services, NYU Medical Center

9:20 am - 10:20 am

Making AP “Free” – Shivani Bhatia, Director, Global Disbursements, McGraw-Hill Education; Angelo Pollari, Senior Manager, Global Dis-bursements, McGraw-Hill Education

Big Data Invades P2P: Turning your Vendor Master into Value

Holy Smokes, Batman! Best Practices for Becoming an AP Superhero – Meitra Aycock, Vice President, Commercial Credit Product Management, Comdata

How to Ensure you Never Miss Credits, Over-Payments and Mis-Postings – Daniel Kimpton, Director, Statement-Matching.com

Getting the Most from Shared Services – Katrina Lomax, Global Procurement Operations Program Manager, NetApp; Kenneth E. Wendel, CPA, Mattel, Yahoo, NetApp

Latest Developments in Form 1099 Reporting – Marianne Couch, Principal, COKALA Tax Information Reporting Solutions, LLC

Using OD Techniques for Effective Change Management – Nicole Caley, Director of Accounts Payable, Ace Hardware Corporation

Preventing AP & P2P Fraud – Chris Doxey, Senior Trainer, IOFM

11:00 am - 12:00 pm

Hands-Free Excel Reports – Jeff Lenning, CPA, Excel University

Purchase to Pay Imperatives: Guiding Change for Sustained Transformation

P2P Automation Case Study

Best Practices: B2B Fraud Prevention – Chris Elmore, APM, AP Automation Expert & Author, AvidXchange; Rhonda Greene, VP, Accounts Payable, AvidXchange

Moving from Shared Services to Global Business Services: What Does World-class Look Like? – Penny Weller, Ph.D., CMA, Global Business Services, North American Practice Lead, The Hackett Group

AP Compliance: An Evolving Landscape – Patricia Mapp, Assistant Director, Procurement Service and Vendor Management, Columbia University

Redefining AP: Your Role as the Financial Strategist – Henry Ijams, APM, Managing Director, Paystream Advisors

The New Accounting Environment – Hilary Richards, Principal Executive Advisor, CEB

1:15 pm - 2:15 pm

The A to Z of Automating a Municipality – Maria Zuniga, Business Improvement Administrator, Bernalillo County; Amy Childers, Accounts Payable Manager, Bernalillo County; Dr. Chelle Stringer, President, Tidal Consulting Group

Panel: Beyond Purchase Control

Mission Possible: You Can Achieve Touchless Invoice Processing – Chris Rauen, Senior Manager, Financial Solutions Marketing, SAP Ariba

AP Automation Case Study

Getting the Best from your BPO – Jean Sutherland, Manager, A/P Operations; Shivani Bhatia, Director, Global Disbursements, McGraw-Hill Education

Everything AP Needs to Know about Today’s Sales & Use Tax Challenges – Diane Yetter, President, YETTER

Setting the Standard for Relationship-Based Leadership – Moderator: Elaine Stattler, APM, Editor, IOFM. Panelists: representatives from RLJ Entertainment; Fedex Services; University of North Carolina; and VSP Global

Ethics and the Mindset of the Fraudster – Allan Bachman, CFE, Education Manager, ACFE

2:30 pm - 3:30 pm

Financial Supply Chain Secrets – Jay Weisman, AP Manager, Cincinnati Children’s Hospital Medical Center

Attracting Millennials to P2P: Paper Pushers vs. Power Players

Start Your AP Automation Journey by Purging the Paper – Zach Lewis, Director of Sales, KnowledgeLake

How to Become Treasury’s Best Friend and Ally – Michael Jasper, Leader, North America P2P Center of Excellence, Basware, Inc.

Invest in Human Capital to Reduce Turnover & Achieve Best-in-Class Status – Susan Bova-Fasano, Director, Global & Strategic Accounts, IOFM

What AP Practitioners Need to Know About the Changes to the Uniform Unclaimed Property Act – Karen Anderson, Vice President, Reporting Compliance, Keane Unclaimed Property

Moving from Being a Manager to Leader – Dennis G. Danilewicz, CPP, Sr. Director of Disbursements Services, NYU Medical Center

Managing for Continuous Improvement in Procure-to-Pay – Matthew Molter, Properties Support Manager, Meijer

4:00 pm - 5:00 pm Peer-to-Peer Roundtables – Segments Include: Colleges & Universities; Healthcare; Oracle ERP; Organizations with 1-5 AP Employees; Organizations with 6-11 AP Employees; Organizations with 12+ AP Employees; P2P; SAP ERP; Shared Services

5:00 pm - 6:30 pm Networking Reception

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Monday, October 24 8:00 am - 4:00 pm Pre-Conference Full Day Programs – See page 3 of the brochure for more information.

9:00 am - 12:00 pm Pre-Conference Half Day Morning Programs – See page 7 of the brochure for more information.

1:00 pm - 4:00 pm Pre-Conference Half Day Afternoon Programs – See page 7 of the brochure for more information.

4:15 pm - 5:25 pm Opening Keynote – Igniting Bold Leadership: Creating Engagement, Inspiring Purpose, & Driving Action - Libby Gill, Former Executive, Leadership Authority & Best-Selling Author

5:30 pm - 6:30 pm Peer-to-Peer Roundtables – Segments Include: Colleges & Universities; Healthcare; Oracle ERP; Organizations with 1-5 AP Employees; Organizations with 6-11 AP Employees; Organizations with 12+ AP Employees; P2P; SAP ERP; Shared Services

6:30 pm - 7:30 pm Opening Reception – Sponsored by Digitech Systems

Tuesday, October 25 - Session Tracks

Continued on next page

Conference Agenda

Post-Conference

AP FUNDAMENTALS & BEST PRACTICES

P2P AUTOMATION MASTERS

AP & P2P AUTOMATION I

AP & P2P AUTOMATION II

SHARED SERVICES AND GBS

COMPLIANCE LEADERSHIP, PROCESS IMPROVEMENT, & METRICS

LEADING STRATEGIES FOR TODAY’S CONTROLLER

8:10 am - 9:10 am

How to Clean Your Vendor Master File – and Keep it Clean – Steve Iannarone, Senior Manager, Global Shared Services, Arthur J. Gallagher & Co.

Building a Consolidated Global Purchasing Infrastructure From the Ground Up – Aloisio Dias, Procurement Director, CVS Health

Robotics Process Automation – Is it Worth the Hype? – T. L. “Trey” Robinson III, Partner, ScottMadden, Inc.

How Electronic Payments Deliver Value to the C-Suite – Marie Elizabeth Aloisi, Vice President, Senior Business Leader, Commercial Payments Business Development, Mastercard; Mark Aquilina, Senior Business Leader Commercial B2B Payables | US Region Large Market Products, Mastercard

How Walmart Tackles its Procure-to-Pay Process – Anna Myers, Director of AP, Walmart

ACFE 2016 Report to the Nations on Occupational Fraud – Allan Bachman, CFE, Education Manager, ACFE

Continuous Improvement – It Pays! – Penny Weller, Ph.D., CMA, Global Business Services, North American Practice Lead, The Hackett Group

Electronic Payments and the ACH Network: Everything a Controller Needs to Know – Robert Unger, APP, Senior Director, Product Management and Strategic Corporate Relations, NACHA

9:20 am - 10:20 am

P-Cards Done Right – Katie Beatty, Community Engagement Manager, NAPCP

Procure-to-Pay Transformation Case Study

How One Global Company Leverages AP Automation to Save Cost and Gain Control – Bob Singh, Executive, Account Solutions, Canon Information & Imaging Solutions

Going Digital: Does it Really Help Make Accounts Payable Leaner? – Rudra Sircar, TAP P2P Engineering Head, TCS; Barun Ghosh, TAP P2P Delivery Head, TCS

P2P Breakthrough – Bridgestone America’s Path to Best in Class – Scott Perkins, Director, Procure-to-Pay, Bridgestone Americas Shared Business Services; Niren Naidu, Solutions Manager, Procure-to-Pay, Bridgestone Americas Shared Business Services

Latest Developments in Form 1099 Reporting – Marianne Couch, Principal, COKALA Tax Information Reporting Solutions, LLC

Panel: AP and Procurement: Effective Partnering – Mike Rickard, Director, Procurement & Accounts Payable, Cox Media Group; Matthew Molter, Properties Support Manager, Meijer

Everything a Controller Needs to Know about Today’s Sales and Use Tax Challenges – Diane Yetter, President, YETTER

11:00 am - 12:00 pm

Building a Cutting Edge T&E Process – Angel Ivery, Assistant Vice President Finance Manager of Accounts Payable, APM, Oppenheimer Funds

A Proactive Approach to P-Cards: Tips and Tricks to Build Sustainable Revenue in AP – Swen Voss, Procurement Director, Hertz Equipment Rental

The Paperless Solution for Payables Processing – Benjamin Skvarca, Product Manager, PNC Bank; Steve Trentman, Assistant Accounting Manager, TS Tech Americas

Graphic Packaging’s Path to 100% eInvoicing Adoption – Rebekah Morgan, Operations Support Coordinator, Graphic Packaging International

The Globalization of Procurement and AP – Katrina Lomax, Global Procurement Operations Program Manager, NetApp; Kenneth E Wendel, CPA, NetApp

State Tax Form 1099-MISC Reporting – Marianne Couch, Principal, COKALA Tax Information Reporting Solutions, LLC; Mary Kallewaard, Principal, COKALA Tax Information Reporting Solutions, LLC

Measure to Manage: How to Use Metrics to Achieve Best-in-Class Performance – Moderator: Elaine Stattler, APM, Editor, IOFM. Panelists: representatives from Cameron, A Schlumberger Company; St. Luke’s University Health Network; and University of Michigan

Getting a Plan for Working Capital Success – Tom Glassanos, President, Bavelos Group

12:00 pm - 1:30 pm IOFM Spotlight Awards – Ceremony Luncheon

1:30 pm - 2:30 pm Closing Featured Sessions (CHOOSE ONE):

OFAC: What AP Needs to Know – Speaker: Pam Miller, APM, Senior Trainer, IOFM

PANEL: Take the Fear Out of Managing Personnel Problems – Moderator: Judy Bicking, Senior Trainer, IOFM

PANEL: What’s New in P2P Automation – Moderator: Mark Brousseau, Special Projects Editor, IOFM

www.iofm.com/conference-fall | 5

Wednesday, October 26 - Session Tracks

Thursday, October 27 8:00 am - 4:00 pm Post-Conference Full Day Programs – See page 3 of the brochure for more information.

9:00 am - 12:00 pm Post-Conference Half Day Morning Programs – See page 7 of the brochure for more information.

1:00 pm - 4:00 pm Post-Conference Half Day Afternoon Programs – See page 7 of the brochure for more information.

Membership + AP & P2P Conference & Expo = the perfect match.

“I loved the networking opportunities!

They allowed for in-depth conversation with similar companies

around relevant topics.”

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 back home, it’s time to hit up 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 you do.

BECOME A MEMBER WHEN YOU REGISTER

FOR THE CONFERENCE AND GE T INSTANT

SAVINGS!

Nightly networking receptions

Fun freebies and giveaways for all

Complimentary drinks and refreshments at Margaritaville during a special attendees only party on Tuesday night

Raffles & prizes

Professional head shots: Give your LinkedIn and professional profiles an update!

6 | www.iofm.com/conference-fall

Nominate yourself, your colleagues,

or your team and be recognized at

the conference during the:

Spotlight Awards Luncheon Wednesday, October 26th!

Nomination deadline: August 1st, 2016

Submit your nomination at iofm.com/spotlight-awards

Presenting:AP Manager of the YearAP Department of the YearP2P Manager of the YearP2P Department of the Year

MONDAY, OCTOBER 24 Pre-Conference

Morning Workshops | 9:00 am - 12:00 pm

} Form 1099 Bootcamp | Marianne Couch, JD, Principal,

COKALA Tax Information Reporting Solutions, LLC

} Fundamentals of AP Project Management | Steve Iannarone,

Senior Manager, Global Shared Services, Arthur J. Gallagher & Co.

Afternoon Workshops | 1:00 pm - 4:00 pm

} Designing and Implementing a P2P Shared Services Model Trey Robinson, Andy Flores, Brad DeMent; Partners, Scott Madden, Inc.

} How to Use Metrics, Surveys, and Benchmarking to Enhance and Manage Your Operations | Rob Rogers, Director of Editorial &

Certification Content, IOFM

THURSDAY, OCTOBER 27 Post-Conference

Morning Workshops | 9:00 am - 12:00 pm

} Sales & Use Tax Bootcamp | Diane Yetter, President, YETTER

} Managing Escheatment: Don’t Lose Sleep Over Unclaimed Property Law Compliance | Karen L. Anderson, JD, Vice President,

Reporting Compliance, Keane

Afternoon Workshops | 1:00 pm - 4:00 pm

} How to Use Metrics, Surveys, and Benchmarking to Enhance and Manage Your Operations | Rob Rogers, Director of Editorial

and Certification Content, IOFM

Pricing EARLY BIRD RATE BY 8/19/2016

STANDARD RATE AFTER 8/19/2016

CONFERENCE PASS (Includes all sessions, meals and receptions from 4:15pm Monday, 10/24 - 2:30pm Wednesday, 10/26)

AP & P2P Network Members $1,195 (SAVE $200!) $1,395

Non-Members $1,495 (SAVE $200!) $1,695

VALUE PASS (Includes all of the above PLUS one Certification Class or Full Day Workshop)

AP & P2P Network Members $1,795 (SAVE $300!) $2,095

Non-Members $2,095 (SAVE $300!) $2,395

WORKSHOPS Half/Full Day DATE TIME PRICE

P2P Automation Masters Full Day October 24 8:00 am - 4:00 pm $795

Leading Strategies for Today’s Controller Full Day October 24 8:00 am - 4:00 pm $795

AP & P2P Women’s Summit Full Day October 24 8:00 am - 4:00 pm $795

IRS Regulation Bootcamp Full Day October 27 8:00 am - 4:00 pm $795

Form 1099 Bootcamp Half Day October 24 9:00 am - 12:00 pm $395

Fundamentals of AP Project Management Half Day October 24 9:00 am - 12:00 pm $395

How to Use Metrics, Surveys, and Benchmarking to Enhance and Manage Your Operations Half Day October 24 or 27 1:00 pm - 4:00 pm $395

Designing and Implementing a P2P Shared Services Model Half Day October 24 1:00 pm - 4:00 pm $395

Sales & Use Tax Bootcamp Half Day October 27 9:00 am - 12:00 pm $395

Managing Escheatment: Don’t Lose Sleep Over Unclaimed Property Law Compliance Half Day October 27 9:00 am - 12:00 pm $395

CERTIFICATIONS DATE TIME PRICE

Accounts Payable Certification Training October 24 8:00 am - 4:00 pm $795

Accounts Payable Certification Training October 27 8:00 am - 4:00 pm $795

Procure-to-Pay Certification Training October 27 8:00 am - 4:00 pm $795

Certified Professional Controller Training October 27 8:00 am - 4:00 pm $795

REGISTER BY AUGUST 19 AND SAVE UP TO $300 OFF THE DOOR PRICE!www.iofm.com/conference-fall 207-842-5557 customerservice@iofm.com

Half Day WorkshopsGet your in-depth education in one of these top notch half day programs. Space is limited.

YES! Register me for the AP & P2P Conference & Expo!

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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.”

There was a great variety of courses to choose from. I found the courses informative and the speakers very knowledgeable and open to discussion.”

REGISTER BY AUGUST 19 AND SAVE UP TO $300 OFF THE DOOR PRICE!www.iofm.com/conference-fall 207-842-5557 customerservice@iofm.com

REGISTER BY AUGUST 19 AND SAVE UP TO $300 OFF THE DOOR PRICE!www.iofm.com/conference-fall 207-842-5557 customerservice@iofm.com

Register by August 19, 2016 & SAVE!