Accounts Payable & Procedure-to-Pay Conference & Expo Spring 2015

Save up to $200 Register by March 13!

May 18-20, 2015

Disney’s Yacht & Beach Club Resorts® Walt Disney World® Resort, FL

SPRING Essential learning plus on-site certification Valuable networking and real-world cases Smart solutions for efficiency, cost savings Latest strategies for regulatory compliance

Don’t miss the largest, most comprehensive event dedicated to Accounts Payable!

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www.IOFM.com/conference (207) 842-5627

May 18-20, 2015

Disney’s Yacht & Beach Club Resorts® Walt Disney World® Resort, FL

SPRING Dear Colleagues, In this new era of maximizing staff and technology, your organization looks to you for efficiency and reduced costs in Accounts Payable.

Register now for the spring IOFM AP & P2P Conference & Expo, May 18-20 at Disney’s Yacht & Beach Club Resorts® at Walt Disney World® Resort. It’s the best training value around for AP professionals looking to solve their toughest challenges.

We’ve packed the program with 3 days of nonstop learning, networking and motivation into:

Join hundreds

• Four Conference Tracks with 50+ on-target learning opportunities

of motivated accounts

• Career advancement by earning valuable CPE and CEU credits

payable professionals from across the country

• Inspiring, motivating, and humorous keynotes • Meet-and-Mingle Meals • IOFM’s Exclusive AP Peer Networking Roundtables

looking for practical

• Networking receptions, optional certification training/testing, workshops, and much more!

strategies to improve

Plus, you’ll enjoy affordable room rates and premier facilities at Disney’s Yacht & Beach Club Resorts® in Walt Disney World® Resort, Florida. Book now at www.IOFM.com/hotel.

efficiency and solutions to the toughest challenges

The AP & P2P Conference & Expo is an important investment in your training and development that will come back to you and your company in the form of higher productivity, new skills, fresh ideas, and proven solutions.

in AP.

I look forward to meeting you at your most important conference and expo of the year!

Sincerely,

Network and

RD Whitney Executive Director, IOFM

share best practices

P.S. If you haven’t already, join The Accounts Payable Network (TAPN). Like thousands of your peers who are already members, you’ll get access to this one-stop educational resource for everything you need to excel in your AP position. Plus you’ll save up to $400 on your Conference registration.

with your peers. Discover how other organizations improve processes, stay compliant with govern-

Get solutions and expertise to:

ment regulations, and

• Increase productivity

strengthen their teams.

• Take advantage of emerging technologies • Improve your department’s operations and value

Solutions & expertise

“ Overall great value and very informative. Well worth the time and money.”

Tony Grayson, Director of Disbursements Vanderbilt University

Register now:

www.IOFM.com/conference Contact Gail Robinson at

(207) 842-5627

Get knowledge and skills to achieve more The AP & P2P Conference & Expo will greatly benefit both you and your organization.

After three days of intense learning and networking, you will return to your management and staff equipped with new knowledge and skills essential for achieving key business and professional goals.

For business efficiency and cost savings:

For your professional advancement:

• Determine ways to increase staff productivity • Get Certified! Join the exclusive group of with automation and/or process improvement accredited AP professionals whose skills are recognized and acknowledged • Discover new tools and technologies best suited for you and your department

• Profit from unique access to top AP consultants, thought leaders and corporate practitioners

• Demonstrate you are committed to mastering your profession

• Master unique cost savings opportunities to take back to management

• Capitalize on opportunities to network with peers and learn solutions that have worked for other organizations

• Gain access to proven new strategies for developing your AP department

• Discover new AP policies that you can put to work quickly

• Learn how to develop P2P and shared services • Gain insight as to how other AP departments are preventing fraud • Deliver the measurable results that your senior • Stay in compliance with Form 1099 and other management is demanding tax and regulatory requirements

Keynotes share eye-opening insights

Hear from these top organizations

“It’s SHOWTIME… and Life Isn’t a Dress Rehearsal” Jon Petz

“Time Management Strategies for AP and P2P Leaders” Debbie Rich-Walker

Comedian, Author, Former Corporate Executive

Senior Finance Manager The Home Depot

It’s time to make a true impact—at work and in the lives of others­—rather than simply meeting expectations.

Learn hard-earned secrets from a dynamic leader who transformed P2P at the world’s largest home improvement retailer.

WHO SHOULD ATTEND The AP & P2P Conference & Expo will bring together accounts payable executives, leadership and their teams, including: Accounting/Administrator/ Associate/Specialist/Clerk Accounting Analyst Accounting Manager Accounting Director Accounting Operations Manager Accounts Payable Coordinator/ Lead Accounts Payable Director/ Manager/ Supervisor Controller CFO Compliance Officer Director, Procure to Pay Director of Shared Services Director, Global Disbursements eCommerce Specialist Financial Operations Manager Fiscal Supervisor Payable Specialist Payroll & Disbursements President/Principal/CEO/COO Procurement Manager/ Specialist/Director Treasury Manager Vice President of Finance

Don’t miss best practices and practical case studies from: Home Depot American Express Mayo Clinic Aflac JetBlue

Cerberus Capital Management Lockheed Martin Omnicare Discovery Communications McDonalds

Federal Express COKALA and more!

© 2015 Diversified Communications. All rights reserved. Printed in USA. All trademarks are property of their respective owners. Conference programs and speakers subject to change.

Tracks

Four tracks cover vital topics

We encourage you customize your training to address your specific learning needs by attending any session from any track. For complete information on tracks and to view detailed session descriptions, go to www.IOFM.com/conference.

Track A

AP University

™

Wouldn’t it be great to have a university totally dedicated to accounts payable topics? That’s the AP University Track! Pick basic accounts payable sessions, such as invoice processing, or sessions with focused topics, such as fraud prevention or dealing with Purchasing.

Tuesday May 19

Wednesday May 20

Track B

Operations and Compliance Your AP operation is constantly being challenged, by management and by federal and state governments’ new tax rules. This track will update you on the latest developments, strategies and solutions.

11:30 AM 12:20 PM

Managing Invoice Processing in the Not Yet Totally Paperless AP Department Pam Miller, APM with distinction, Education Director, AP Certification Programs and Editor-in-Chief, AP Publication Institute of Finance & Management (IOFM)

Working Capital Strategies Can Deliver High Value Tom Glassanos, President Bavelos Group

2:00 - 2:50 PM

How to Plan and Prioritize Process Improvements Tina McGlasson, Director of AP Omnicare

1099 Tax Reporting Update Marianne Couch, JD, Principal COKALA Tax Information Reporting Solutions, LLC

3:00 - 3:50 PM

Managing a Vendor Base Tammie Norman, Director of Accounts Payable Discovery Communications

The Ultimate Transition— Evolving the AP Department Ashley Ilderton, AP Manager The Fresh Market

4:30 - 5:20 PM

AP & Purchasing: Strategies to Increase Efficiency Penny S. Weller, PhD, CMA, Global Business Services North American Practice Lead, The Hackett Group

Building a Continuous Improvement Culture in Your Organization Tami Martin and Anitra Ransom, Senior Accounting Managers McDonald’s Corporation

9:30 - 10:20 AM

How To Maximize Discounts Joni Geurts, Manager of Accounts Payable JetBlue

1099 Tax Reporting Update Marianne Couch, JD, Principal COKALA Tax Information Reporting Solutions, LLC

1:30 - 2:20 PM

Fraud Prevention in P2P Pam Miller, APM with distinction, Education Director, AP Certification Programs and Editor-in-Chief, AP Publication Institute of Finance & Management (IOFM)

How to Effectively Manage Unclaimed Property Compliance (and Smile While Doing It!) Karen Anderson, Senior Vice President Compliance, Unclaimed Property Recovery and Reporting, LLC

2:40 - 3:30 PM

Documenting Policies & Procedures Debra L. Nielsen, CAPP, APM, Accounts Payable Manager HearUSA, a Siemens Company

Improve the Customer Experience for Employee Reimbursements Brondelyn McGee-Jellow, Manager Disbursement Shared Services, Federal Express Corporation

IOFM AP & P2P Conference & Expo features 50+ training sessions in 4 tracks, Keynotes, peer networking roundtables, Meet ‘n’ Mingle meals, certification training and testing options, and much more! Go to www.iofm.com/agenda/full-agenda for the full program and daily agendas.

Conference program subject to change.

Please check www.iofm/conference for updates.

“ I was in need of some inspiration and I got it!

So many knowledgeable and friendly people were willing to share ideas.”

Sue Blazzard, AP Manager, Washington Co. School District

May 18-20, 2015

Disney’s Yacht & Beach Club Resorts® Walt Disney World® Resort, FL

SPRING

Track C

What’s Working in Automation?

You can spend too much time and too many resources planning, selecting, acquiring and implementing new systems and software.

Learn how top organizations have made their tough choices in automation.

How Aflac Made Existing Software Work When Budgets Were Tight Julie Knisley, AP Manager Aflac

Track D

Solution Provider Our exhibitors include top technology vendors, consultants, regulatory experts and other firms that provide services to help you. Tap their expertise in their specialized fields to help you save time and money. Choose one topic per time block.

5 Strategies to Improve Touchless Processing and Supplier Information­—Tradeshift Payment Networks: The Cure to ACH Pain Points—Bottomline

Your Role in the Coming Revolution Henry Ijams, APM, Managing Director PayStream Advisors

Learn How to Build and Manage a Successful Payments Program—NVoicePay

Metrics, Benchmarks, Then Automation Judy Bicking, Former Head of AP Johnson & Johnson

Just the Facts: How to Get an A+ on the“Choosing an AP Automation Solution”Exam—Corcentric

Mining ‘Big Data’ in Accounts Payable and Supply Chain Erich R. Heneke, Senior Manager - Supplier, Risk Management, Finance, Audit, and Controls, Mayo Clinic

How to Modernize Your Payables Process to Add Millions to Your Bottom Line—Taulia

Transforming AP Through Automation Brandi Crouch, Sr. Manager, Cash Management Solutions Enterprise Business Services, Financial Service Lockheed Martin Corporation

Network-Centric Payables: Elevating AP to a Strategic Business Function—Ariba The Role of Payments in the Connected Commerce Ecosystem—American Express

Developing an AP Infrastructure Steve Kimick, Manager, Accounts Payable Cerberus Capital Management

Automating AP: A Take-Two Interactive Software Success Story—Basware

Case Study: Successful Implementation of a Commercial Card Program Johanna Sullivan, Senior Manager, Accounting, GSC Finance Damaris Rodriquez, Corporate AP Manager, HD Supply

Simplified End to End Invoice Process Automation: “Invoice to Check”—ProConversions

The Accounts Payable Network (TAPN) is the world’s largest AP-focused organization. It is now a vital part of the Institute of Finance & Management (IOFM) family.

Register now:

Creating a Paperless and Profitable AP Department Using AP Automation —Commerce Bank

Plus:

AP Automation Is More Than Just Automating Invoices – A Case Study—Perceptive Software

riveting keynotes, workshops, certification classes, networking receptions, exhibits, and much more!

conference “ This gets better

Making the Grade: Evaluating and Implementing Invoice Automation within the Higher Education Sector—PNC

www.IOFM.com/conference Contact Gail Robinson at

(207) 842-5627

every year.”

Carla Martinez, AP Supervisor ARRAY Biopharm

Workshops & Certification

Pre-Conference Workshops, May 18 Full Day 9:00 AM - 4:00 PM

Emerging Topics in Accounts Payable at Colleges & Universities Kerry Schmidt , APM with distinction Director of Accounting Operations, University of Louisville

Half Day 9:00 AM-12:00 PM

Best Strategies for Developing a Top AP Automation Plan Henry Ijams, APM, Managing Director, PayStream Advisors Detecting and Preventing Accounts Payable Fraud Chris Doxey, CAPP, CCSA, CISA, Executive Director IOFM’s Controller’s Certification Program Best Practices in P2P Development Jon Casher, Casher Associates

Half Day 1:00 - 4:00 PM

AP Planning & Leadership for a Changing Business Environment Penny S. Weller,PhD, CMA, Global Business Services, North American Practice Lead, The Hackett Group Getting the Most Payback from Your P-Card Program Chris Doxey, CAPP, CCSA, CISA, Executive Director IOFM’s Controller’s Certification Program How to Conduct an AP Process Review Jon Casher, Casher Associates

Target your interests at Workshops

Workshops optimize your conference experience, offering focused sessions targeting the topics that matter most to you and your organization. Learn in an intimate, interactive environment from some of the top AP practitioners and experts in the field today. Workshops fill fast! Reserve early for best availability.

Get certified on-site

Add three letters after your name – APS or APM – and boost your career to the next level! Research shows that on average, salaries for certified AP professionals are 10-14% higher than those who are not certified. Accredited AP Directors can see salaries 20% higher.

Earning AP Certification at the AP & P2P Conference & Expo is a great way to make the most of your conference experience.

Take the exam on-site at the conclusion of your class, or online at a later date if you choose.

Pre-Conference and Post-Conference Certifications and Exams, May 18 and May 21 8:30 AM - 2:45 PM

Compliance Strategies: Form 1042 S and Foreign Vendor Reporting Marianne Couch,JD, Principal COKALA Tax Information Reporting Solutions, LLC

4:30 - 5:30 PM

CPRS/Form 1099 Certification Training Class Marianne Couch, JD, Principal COKALA Tax Information Reporting Solutions, LLC

BONUS Solution Provider Sessions Three Techniques to Optimize AP Processing with Microsoft—KnowledgeLake and SharePoint

s! ion s s e The Future of Corporate Payments: us S n o B Understand What’s Coming and What’s E FRE Next—CSIMastercard/globalVcard

Accounts Payable Certification Training Class Pam Miller, APM with distinction, Education Director AP Certification Programs and Editor-in-Chief, AP Publication Institute of Finance & Management (IOFM)

3:00 - 4:30 PM

AP Certification Exam (optional) 1099 Certification Exam (optional)

strongly suggest that anyone who is an AP “ IProfessional take the [IOFM/TAPN] test and become

certified. Certification helps support the level of expertise that is required to be

an AP professional in today’s workplace.” Rachel C. Wilson, APS, Sandia National Labs

May 18-20, 2015

Disney’s Yacht & Beach Club Resorts® Walt Disney World® Resort, FL

SPRING

Feel the Disney Magic Disney’s Yacht Club Resort® 1700 Epcot Resorts Boulevard Lake Buena Vista, Florida Exclusive Room Rate $199 To reserve a room at this rate, go to www.iofm.com/hotel or call (800) 803-5804.

In your downtime, enjoy the casual elegance of Disney’s Yacht & Beach Club Resorts® at Walt Disney World® Resort. Relax in the plush lobby filled with nautical touches, explore the 3-acre water wonderland of Stormalong Bay, rent a motorboat, or enjoy the spa.

Use Disney’s complimentary bus transportation from your hotel to explore Walt Disney World® Resort Theme Parks, Magic Kingdom® Park, Epcot®, Disney’s Typhoon Lagoon Water Park or Disney’s Boardwalk Entertainment District—the possibilities are endless.

Between sessions, catch up on email in one of the functional meeting spaces with complimentary wifi.

©Disney

Spring Conference Regular Early Bird Member

$1,195

$1,095

Nonmember

$1,595

$1,395

Workshops

$ 395

AP Certification

$ 795

1099 Certification

$ 795

Cancellation Policy: If you are unable to attend for any reason, please inform us in writing prior to April 18, 2015 for a full refund. If you cancel after April 18, 2015, you may request a courtesy transfer to use at any IOFM event of equal or lesser value, to be used within one year of the date of your originally scheduled event.

Register now:

www.IOFM.com/conference Contact Gail Robinson at

(207) 842-5627

“ I really enjoyed all of the sessions and

opportunities to speak with others about their experiences.”

Mike Albano, Accounts Payable, American Red Cross

Hurry!

Register before March 13 for Early Bird Pricing!

Join IOFM’s Accounts Payable Network for discounts and valuable resources.

Go to www.TAPN.com and click “Join Today.”

May 18-20, 2015

Disney’s Yacht & Beach Club Resorts® Walt Disney World® Resort, FL

SPRING

Save up to $200 Register by March 13

to get Early Bird savings on the largest, most comprehensive event dedicated to Accounts Payable!

Register now:

www.IOFM.com/conference Contact Gail Robinson at

(207) 842-5627

Education. Inspiration. Certification.

IOFM AP & P2P Conference & Expo, May 18-20, Walt Disney World® Resort

Silver Sponsors

A

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