Apxs17 brochure1 final

EARLY BIRD SPECIAL!

Spring17

May 7–9, 2017 Disney’s Yacht & Beach Club Resort

®

Lake Buena Vista, FL

REGISTER BY MARCH 17, 2017 AND

SAVE UP TO $300

Disney’s Yacht & Beach Club Resort®

PEOPLE

PAYMENTS

PROCESS © Disney

Register by March 17, 2017 and

SAVE UP TO $300 iofm.com/conference-spring

TITLE SPONSOR:

(207) 842-5557 customerservice@iofm.com

GOLD SPONSORS:

SILVER SPONSORS: Produced in association with:

STRATEGIES, TOOLS AND CONNECTIONS that’ll benefit financial operations professionals of all levels: • Accounts Payable Director • Accounts Payable Manager • Accounting Manager • Accounts Payable Specialist • CFO • Controller • Director of Disbursements • Director, Procure-to-Pay • Director, Shared Services • Finance Director • Manager, Procure-to-Pay • Vice President, Accounts Payable • VP Finance

VENUE Disney’s Yacht & Beach Club Resorts® 1700 EPCOT RESORTS BOULEVARD LAKE BUENA VISTA, FLORIDA

EXCLUSIVE ATTENDEE RATE: $219 per night + taxes if reserved by April 14.

“I enjoy networking and listening to the overall experiences of other companies in various industries and hearing about their wins and challenges.“ Maribel Mota Accounts Payable Executive Director, G-III Apparel Group

7 CONFERENCE TRACKS

cover everything you need to know and more for 2017:

BOOK EARLY FOR BEST AVAILABILITY AT: iofm.com/conference-spring/venue 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. Between sessions, catch up on email in one of the functional meeting spaces with complimentary WiFi.

Track A: AP Fundamentals & Best Practices Track B: Payments Track C: Leadership Track D: Automation Case Studies I Track E: Operations & Compliance Track F: Shared Services & GBS Track G: Automation Case Studies II

2

REGISTER BY MARCH 17 AND

SAVE UP TO $300 OFF THE DOOR PRICE!

iofm.com/conference-spring 207-842-5557 • customerservice@iofm.com

iofm.com/conference-spring • 207-842-5557 • customerservice@iofm.com

CERTIFICATIONS AND WORKSHOPS Add a full day certification or workshop to your conference experience with the VALUE PASS and SAVE! 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

FULL DAY WORKSHOPS

Accounts Payable Certification Training

Women’s Summit: Career Advancement and Personal Empowerment for Women

SUNDAY, MAY 7 | 8:00am – 4:00pm Presented by: Pam Miller, Senior Trainer, IOFM

-orWEDNESDAY, MAY 10 | 8:00am – 4:00pm Presented by: Beverly Mostovy, Trainer, IOFM

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 Training Presented by: Judy Bicking, Senior Trainer, IOFM

SUNDAY, MAY 7 | 8:00am – 4:00pm 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.

WORKSHOP CHAIR: Judy Bicking, Senior Trainer, IOFM Featuring female speakers in high-power positions from multiple organizations

WEDNESDAY, MAY 10 | 8:00am – 4:00pm Whether you are just starting out or already advancing to the top rungs on the career ladder, you face unique challenges as a woman in the workplace. 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 Bootcamp Presented by: Marianne Couch, J.D., Principal, COKALA Tax Information Reporting Solutions, LLC

WEDNESDAY, MAY 10 | 8:00am – 4:00pm 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.

“The AP Certification training was easy to follow.

The material presented in the training was on-point with today’s Account Payable functions.“

“I felt the sessions were varied and well done.

I really enjoyed the Peer to Peer sessions.“

Angie Lyons Accounts Payable Coordinator, Mag Mutual Insurance Company

Vanessa Taggart Director, Supply Chain – Accounts Payable, Lehigh Valley Health Network

iofm.com/conference-spring • 207-842-5557 • customerservice@iofm.com

3

CONFERENCE AGENDA Agenda subject to change.

SUNDAY, MAY 7

* PRE-CONFERENCE * 8:00am - 4:00pm

PRE-CONFERENCE – FULL DAY PROGRAMS (See page 3 of the brochure for more information)

9:00am - 12:00pm

PRE-CONFERENCE – HALF DAY MORNING WORKSHOPS (See page 7 of the brochure for more information)

1:00pm - 4:00pm

PRE-CONFERENCE – HALF DAY AFTERNOON WORKSHOPS (See page 7 of the brochure for more information)

* CONFERENCE KICK-OFF * 4:15pm - 6:00pm

PEER-TO-PEER ROUNDTABLES

6:00pm - 7:00pm

OPENING RECEPTION

MONDAY, MAY 8 OPENING KEYNOTE: Finding Focus, Passion and Purpose in a Distracting World – Jon Petz, CSP, Keynote Speaker on personal performance, Author & Performer

8:10am - 9:15am

* SESSION TRACKS * TRACK A AP FUNDAMENTALS & BEST PRACTICES

TRACK B PAYMENTS

TRACK C LEADERSHIP

TRACK D AUTOMATION CASE STUDIES I

TRACK E OPERATIONS & COMPLIANCE

TRACK F SHARED SERVICES & GBS

TRACK G AUTOMATION CASE STUDIES II

P-Cards: Making AP a Profit Center – Pamela Buda, Network Accounts Payable Manager, St. Luke’s Health Network

Case Studies in Leadership: Creating Engagement and Driving Value – Judy Bicking, Senior Trainer, IOFM; Ian Paul Da Costa, Accounts Payable Manager, UCLA; Dennis R. Cooper, VP Accounts Payable Department, Supply Chain Management, PNC Financial Services Group

Session to be announced

1099-MISC and 1042-S for 2017: What’s New? – Mary Kalleward, Principal, COKALA Tax Information Reporting Solutions; Marianne Couch, J.D., Principal, COKALA Tax Information Reporting Solutions

Case Study: Viacom’s Journey to Building a GBS Organization – Tracey Ruff, VP, GBS Deputy GM & PTP, Viacom

How B&H Photo Managed to Increase Supplier Statement Reconciliation By 100% and What Were the Results?

– Daniel Kimpton, Director, StatementMatching.com and Montee Kaminetzky, Accounts Payable Manager, B&H Photo and Video

AP Guide to the ACH Network: Supplier Payments, Risk Management, Process Improvement – Robert Unger, AAP, Senior Director, Product Management and Strategic Corporate Relations, NACHA

Selling Management to Get the Support AP Needs – Montee Kaminetzky, APM, Accounts Payable Manager, B&H Photo and Video

Session to be announced

Solving the W-8 | W-9 Puzzle – Mary Kalleward, Principal, COKALA Tax Information Reporting Solutions

AP in Transition: Reversing Outsourcing, Going Global – Rebecca Linton, Senior Manager Global Accounts Payable, Netflix

Pay it Forward: Linking AP & Procurement for Closed Loop P2P – Richard Waugh, VP, Corporate Development, Invocus A Division of Zycus

Payment-Wrangling: Partnering With the Right Provider – Jacquelyn Harris, Accounts Payable Specialist, Missoula County

Learning to Lead AP on the Fly – Keith Dabbs, Director, Procurement & Sourcing, Riverside Health System

Session to be announced

P2P Due Diligence: Staying TaxCompliant – Marianne Couch, J.D., Principal, COKALA Tax Information Reporting Solutions

From Shared Services to Global Business Services – What Does WorldClass Look Like?

– Penny Weller, Ph.D., CMA, Senior Director, Global Business Services, North American Practice Lead, The Hackett Group

Session to be announced

Cards in Procureto-Pay: Separating Myth from Reality – Moderator: Mark Brousseau, Special Projects Editor, IOFM

Effectively Managing Multiple Generations: What to Know – Moderator: Brian Cuthbert, Executive Director, IOFM

Session to be announced

Order from Chaos: An Accounting Manager’s Tale – Beth Bigler, Account Manager, Kimball Midwest

Why Governance is Key to BPO Success – Carol Gonzalez, Senior Manager of AP and BPO Delivery, Cott Corporation

Lead Meaningfully to Overcome Change Resistance – Christina Robbins Marketing Manager, Digitech Systems, LLC

9:30am - 10:30am An Effective AP Policies & Procedures Manual Can Help Move AP from “Good to Great” – Pam Miller, Senior Trainer, IOFM

11:15am - 12:15pm AP on a Mission: Nonprofits – Monica Buhl, Accounts Payable Manager, Henry M. Jackson Foundation for the Advancement of Military Medicine

1:30pm - 2:30pm The Impact of Metrics on Automation – Tina McGlasson, APM, Accounts Payable Manager, Dover

2:40pm - 3:40pm ERP Implementation 101 – Lisa Infante, Accounts Payable Manager, Miami Children’s Hospital

Monday continued top of next page.

4

iofm.com/conference-spring • 207-842-5557 • customerservice@iofm.com

CONFERENCE AGENDA 4:15pm - 5:15pm Talk is Cheap! Stop Fixin’ to Automate and Get it Done!

– Pam Miller, Senior Trainer, IOFM

Best Practices in Capturing Vendor Discounts and Improving Your Vendor Relationships – Elaine Stattler, Editor, IOFM; Chris Dritsas, Accounts Payable Manager – NSAM Financial Hub Cameron, A Schlumberger Company; Joni Geurts, Manager, Accounts Payable, JetBlue Airways

5:15pm - 7:00pm

Bore No More – Make Your Meetings Soar Instead of Bore – Jon Petz, CSP, Keynote Speaker on personal performance, Author & Performer

Session to be announced

Take the Burn Out of B-Notices – Marianne Couch, J.D., Principal, COKALA Tax Information Reporting Solutions

7 Key Attributes to Make Your SSC or GBS Stand Out – Judy Bicking, Senior Trainer, IOFM

Case Study: Walter Investment Management Corporation Financial Agility Without the Force – Ed Jones, Corporate Center of Excellence Project Manager, Walter Investment Management Corporation

NETWORKING RECEPTION

TUESDAY, MAY 9 * SESSION TRACKS * TRACK A AP FUNDAMENTALS & BEST PRACTICES

TRACK B PAYMENTS

TRACK C LEADERSHIP

TRACK D AUTOMATION CASE STUDIES I

TRACK E OPERATIONS & COMPLIANCE

TRACK F SHARED SERVICES & GBS

TRACK G AUTOMATION CASE STUDIES II

Improve Your Payment Process, Step by Step – Anne Wheeler, Consultant and Project Manager, CS Process Flows, LLC

Reinventing Leadership – Dwayne Banks, AP Manager, Hospital Housekeeping Systems

Session to be announced

Use Tax Traps to Avoid With AP Automation – Diane Yetter, President, YETTER

Creating a New P2P Organization – A Case Study – Michelle Sadowski, Integrated Supply Chain Process Leader and Procure-to-Pay Project Manger, NextEra Energy

Session to be announced

Everything You Need to Know About Migrating From Paper Checks to Electronic Payments – Moderator: Mark Brousseau, Special Projects Editor, IOFM

Know What to Measure: Defining Success Through Benchmarking – Judy Bicking, Senior Trainer, IOFM

Session to be announced

1099-MISC and 1042-S For 2017: What’s New? – Mary Kalleward, Principal, COKALA Tax Information Reporting Solutions; Marianne Counch, J.D., Principal, COKALA Tax Information Reporting Solutions

AP & Procurement: Why Can’t We All Just Get Along?

– Jess Scheer, Continuing Education Manager, IOFM

Session to be announced

The State of B2B Payments 2017

Streamlining With Centralized Purchasing – Angela D. Spells, APM, Accounts Payable Manager, Goodwill Industries of Central Indiana

Session to be announced

How the Revised Uniform Unclaimed Property Act is Impacting AP – Karen L. Anderson, Senior Manager, State and Local Tax, Unclaimed Property, KPMG LLP

Metrics for Success: Using Metrics to Drive Change – Judy Bicking, Senior Trainer, IOFM

Session to be announced

Session to be announced

What’s New in Sales & Use Tax - Update on Recent Law Changes – Diane Yetter, President, YETTER

Managing Risk in Your Procure-toPay Process: How Automation Can Help – Chris Doxey, CCSA, CICA, CPC, Senior Trainer and Consultant, IOFM

Session to be announced

8:15am - 9:15am Uncovering Efficiencies, Big and Small – Rowena Froegel, Senior Manager of Accounts Payable, Discover Financial Services

9:30am - 10:30am How to Clean Up Your Vendor Master File and Keep it Clean – Steve Iannarone, Senior Manager, Global Shared Services, Arthur J. Gallagher & Co.

11:15am - 12:15pm OFAC: What You Need to Know – Michael Volkov, CEO, The Volkov Group

1:30pm - 2:30pm

PEER-TO-PEER ROUNDTABLES

2:30pm - 3:30pm Is Excel’s VLOOKUP Function Still the Champ?

– Jeff Lenning, Microsoft Certified Trainer, Excel University

Moving to Electronic T&E Reimbursement – Nicole Thompson Williams, Associate VP, Pace University

The Power of Stay Interviews – Dick Finnegan, Speaker, Author, & CEO, C-Suite Analytics

WEDNESDAY, MAY 10 * POST-CONFERENCE * 8:00am - 4:00pm

POST-CONFERENCE – FULL DAY PROGRAMS (See page 3 of the brochure for more information)

9:00am - 12:00pm

POST-CONFERENCE – HALF DAY MORNING WORKSHOPS (See page 7 of the brochure for more information)

iofm.com/conference-spring • 207-842-5557 • customerservice@iofm.com

5

LEAVE SOME TIME FOR FUN! Giveaways,

KEYNOTE PRESENTATION MONDAY, MAY 8 8:15am - 9:15am

Gifts

raffles, & prizes

for AP & P2P Network members

Professional

head shots: give your LinkedIn and professional profiles an update!

Special

rates on Disney park passes

Finding Focus, Passion and Purpose in a Distracting World JON PETZ, CSP, Keynote Speaker on personal performance, Author & Performer

Organizations consistently desire an engaged culture with purpose and passion.

Yet, stimuli from all angles can distort or distract our authentic potential.

How can you perform at your best in this changing environment? Why do you do what you do? And why should you even care?

This interactive and entertaining session shares how to build and sustain the desirable human factor in the workplace by empowering greater passion, perspective and purpose in what you do, how you do it and why you do it.

MEMBERSHIP + AP & P2P CONFERENCE & E XPO =

THE PERFECT MATCH!

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 and ready to implement some of the new tricks you’ve just learned, 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.

6

iofm.com/conference-spring • 207-842-5557 • customerservice@iofm.com

HALF DAY WORKSHOPS Get your in-depth education in one of these top notch half day programs. Space is limited.

PRE-CONFERENCE | SUNDAY, MAY 7 MORNING WORKSHOPS | 9:00am - 12:00pm

AFTERNOON WORKSHOPS | 1:00pm - 4:00pm

Form 1099 Bootcamp – Marianne Couch, JD, Principal, COKALA Tax Information Reporting Solutions, LLC

Step-by-Step: The Keys to Creating and Implementing a Winning Automation Plan – Mark Brousseau, Special Projects Editor, IOFM

The Critical Role of Your Vendor Master File in Governance, Risk Management, and Compliance – Steve Iannarone, Senior Manager, Global Shared Services, Arthur J. Gallagher & Co. Measuring for Value – Jess Scheer, Continuing Education Manager, IOFM

Driving Change: Strategies for Effectively Managing AP & P2P Priorities and Projects – Steve Iannarone, Senior Manager, Global Shared Services, Arthur J. Gallagher & Co. Building Compliance Programs and Financial Controls in the Era of Aggressive Enforcement – Michael Volkov, CEO, The Volkov Group, LLC

POST-CONFERENCE | WEDNESDAY, MAY 10 MORNING WORKSHOPS | 9:00am - 12:00pm

How to Prepare Excel Data Without Formulas or Macros – Jeff Lenning CPA, Microsoft Certified Trainer, Excel University

Sales Tax 101: What You Need to Know

Key Strategies for Building & Retaining a High Performance Team

– Diane Yetter, President, YETTER

– Dick Finnegan, Speaker, Author, & CEO, C-Suite Analytics

YES! REGISTER ME FOR THE AP & P2P CONFERENCE & EXPO! EARLY BIRD RATE EXPIRES 3/17/17

PRICING

STANDARD RATE AFTER 3/17/17

CONFERENCE PASS (includes all sessions, meals, and receptions from 4:15pm on Sunday, May 7 to 3:30pm on Tuesday, May 9) AP & P2P Network Members

$1,195 (SAVE $200!)

$1,395

Non-Members

$1,495 (SAVE $200!)

$1,695

AP & P2P Network Members

$1,795 (SAVE $300!)

$2,095

Non-Members

$2,095 (SAVE $300!)

$2,395

VALUE PASS (includes all of the above PLUS one Certification class or Full Day Workshop)

CERTIFICATIONS

DATE

TIME

PRICE

Accounts Payable Certification Training

May 7

8:00am - 4:00pm

$795

Accounts Payable Certification Training

May 10

8:00am - 4:00pm

$795

Procure-to-Pay Certification Training

May 7

8:00am - 4:00pm

$795

HALF & FULL DAY

DATE

TIME

PRICE

Form 1099 Bootcamp

Half Day

May 7

9:00am - 12:00pm

$395

The Critical Role of Your Vendor Master File on Governance, Risk Management, and Compliance

Half Day

May 7

9:00am - 12:00pm

$395

Measuring for Value

Half Day

May 7

9:00am - 12:00pm

$395

Step-by-Step: The Keys to Creating and Implementing a Winning Automation Plan

Half Day

May 7

1:00pm - 4:00pm

$395

Driving Change: Strategies for Effectively Managing AP & P2P Priorities and Projects

Half Day

May 7

1:00pm - 4:00pm

$395

Building Compliance Programs and Financial Controls in the Era of Aggressive Enforcement

Half Day

May 7

1:00pm - 4:00pm

$395

Sales Tax 101: What You Need to Know

Half Day

May 10

9:00am - 12:00pm

$395

How to Prepare Excel Data Without Formulas or Macros

Half Day

May 10

9:00am - 12:00pm

$395

Key Strategies for Building & Retaining a High Performance Team

Half Day

May 10

9:00am - 12:00pm

$395

Women’s Summit: Career Advancement and Personal Empowerment for Women

Full Day

May 10

8:00am - 4:00pm

$795

IRS Regulation Bootcamp

Full Day

May 10

8:00am - 4:00pm

$795

WORKSHOPS

iofm.com/conference-spring • 207-842-5557 • customerservice@iofm.com

FREE WITH VALUE PASS!

FREE WITH VALUE PASS!

7

Institute of Finance & Management 121 Free Street Portland, ME 04101

PEOPLE

PROCESS

PAYMENTS

Spring17 Register by March 17 & save up to $300 off the door price! • iofm.com/conference-spring • 207-842-5557 • customerservice@iofm.com

REGISTER BY MARCH 17, 2017

AND SAVE UP TO $300 “I enjoyed the learning environment, being able to communicate with others regarding their workflow of AP Automation and initial concerns when converting from paper to an automated system.“

PEOPLE

PROCESS

PAYMENTS

“1099 Training was intense. What I especially liked was that we had people from different industries coming together talking about their solutions.“

Tamika Braud Accountant I, University Student Union

Chirag Shah

“It was nice to hear that others experience some of the same issues that I do, and to listen to their feedback.“ Kim Kamerling Accounts Payable Manager, ArcBest Enterprise Solutions

AP Manager, Sunrise Senior Living

Register by March 17 & save up to $300 off the door price! • iofm.com/conference-spring • 207-842-5557 • customerservice@iofm.com