APP2P Conference & Expo Spring 2016 brochure

REGISTER BY MARCH 18 TO SAVE $200 OFF THE DOOR PRICE!

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

SPRING May 23–25, 2016Disney's Contemporary Resort® | Walt Disney World®, FL

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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 7:15 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


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: AP & P2P Automation Case Study — Coupa Software, Inc.

BREAKOUT F: Bring Intelligence to Your AP Automation — Christina Robbins, Marketing Manager, Digitech Systems


1:30 pm - 2:30 pm BREAKOUT A: Case Study: Implementing Automation in a 100% Paper, De-Centralized Environment — Chirag Shah, Accounts Payable Manager, Sunrise Senior Living

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


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; Ranolyn 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


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: Solving Project-Based Procurement, A Customer Story — Bob Singh, Executive Account Solutions, Canon Information & Imaging Solutions, Inc.

BREAKOUT F: Forensic Payables – Digitizing AP For Strategic Analytics — Richard Waugh, VP of Corporate Development, Zycus, Inc.

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 Lifetime Achievement 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


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 — Curtis Viverette, Director of Accounts Payable, Universal Protection Services; Mel Steals, Director of Invoice Automation, PNC Bank

11:30 am - 12:30 pm Peer-to-Peer Roundtables


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; Brian Ladd, Vice President, Paymode-X Channel Sales, Bottomline Technologies

BREAKOUT F: AP & P2P Automation Case Study, Commerce Bank

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

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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.

Certified Professional Controller Training PRESENTED BY: Chris Doxey, CPC, Trainer, IOFM

Pre-Conference: Monday, May 23 | 8:00 AM – 4:00 PM

As a finance and accounting executive, you face many external challenges as a result of the changing compliance and regulatory landscape. Internal challenges also abound as organizations undergo seemingly constant changes: mergers and acquisitions, downsizing, new systems and processes, outsourcing, or the implementation of a shared service center. To be successful, you must be ready to tackle all the risks, challenges, and internal control requirements necessary to keep your organization in compliance. The CPC program was developed through the guidance of a distinguished Controller’s Certification Advisory Board and a survey of several thousand controllers to provide guidance for the identification and development of its components and areas of study. This program will review the core business and operational knowledge required by the modern controller.

Certifications

The most trusted certification program in Accounts Payable… now available in P2P and CPC.

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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 EARLY BIRD RATEBY 3/18/2016

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 $1,195 (save $200!) $1,395

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

VALUE PASS: Includes full conference pass PLUS Full-Day Certification Class (choose AP, P2P or Controller)

AP & P2P Network Members $1,795 (save $395!) $2,090

Non-Members $2,095 (save $395!) $2,390

Pre-Conference Workshops (May 23) Time Price

How to Use Metrics, Surveys and Benchmarking to Enhance and Manage Your Operations

9:00 am – 12:00 pm $395

How to Create a Winning Automation Plan and Sell it to the C-Suite 9:00 am – 12:00 pm $395

Form 1099 Bootcamp 9:00 am – 12:00 pm $395

Healthcare Procure-to-Pay: Rapid Changes, Unique Challenges 9:00 am – 12:00 pm $395

Sales and Use Tax: What You Need to Know to Manage Risk 1:00 pm – 4:00 pm $395

Compliance Strategies: Form 1042-S and Foreign Vendor Reporting 1:00 pm – 4:00 pm $395

How to Build a World-Class Shared Service Operation 1:00 pm – 4:00 pm $395

AP & P2P Leaders Roundtable (Note: registration limited to 24 people) 1:00 pm – 4:00 pm $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.





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.”

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Register by March 18, 2016 & SAVE

APP2P Conference & Expo Spring 2016 brochure

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