APP2P Spring Conference & Expo 2020 Early Bird Brochure

Connections that advance your career.

Training that propels you forward.

DE

May 12–14, 2020 Disney’s Coronado Springs Resort® Walt Disney World Resort®, FL

ADLINE

Register by March 20, 2020 & save up to $325! iofm.com/conference-spring

Hit the Ground Running with the

Conference Kick-Off!

Wednesday, May 13, 8:00AM – 9:15AM Are you new to the conference, looking for networking, or want tips to really maximize your time on-site? This general session orientation is where you will meet and network with your colleagues to kick off your conference experience. We’ll share tips for getting around, navigating the mobile app, and more.

How You Connect with Your Community Matters.

Networking for professional connections that last beyond the conference!

• Conference opening reception with attendees, vendors, speakers, plus giveaways, raffles, activities, and more!

• Happy Hour – continue the conversations, play team games, and enjoy the evening festivities • Peer-to-peer roundtables – connect with industry peers, tackle similar challenges, and share best practices and solutions • Mobile app – stay connected, see your daily schedule, check out what your peers are posting, get alerts for flash giveaways, and so much more!

AN UN-MATCHED EXPERIENCE TO HELP YOU THRIVE

The Accounts Payable & Procureto-Pay Conference & Expo sets the standard for excellence in delivering an unforgettable experience and the most relevant training program for financial operations professionals.

Best-in-Class Training and Networking: + In-Depth Workshops + Certifications + NEW! Super Sessions + Peer Roundtables + Conference Kick-off + Educational Sessions + Receptions, happy hour, plus more!

98% of

attendees said they planned to share what they learned at the Conference with their colleagues and/or staff.* *Source: 2019 AP & P2P Spring Conference & Expo Attendee Survey, May 2019.

Customize Your Training to Ensure Your Success Choose from a program packed with 55+ sessions, workshops, certifications, roundtables, keynotes, networking opportunities, and more.

Meet the Finance Professionals Who Do What You Do Join 600+ AP and P2P professionals from industries and organizations across the country who face similar challenges, seek solutions, and discuss best practices and benchmarking with you!

KEYNOTE Alex Hamerstone Practice Lead for Governance, Risk Management, and Compliance at TrustedSec

Thursday, May 14th How You Can Prevent AP Cybersecurity Breaches

As an AP professional, you have access to some of the most sensitive internal and vendor information. As a result, you’re a target for cyberattacks. Do you know how to help keep your organization’s data secure?

In this presentation, renowned cybersecurity expert Alex Hamerstone will discuss the ways criminals target AP departments, which attacks are most common and damaging, and steps you and your team can take to mitigate these threats.

Conference Schedule at-a-Glance Thursday, May 14

Tuesday, May 12 7:00AM – 6:00PM

Registration Open

7:00AM – 1:00PM

Registration Open

8:30AM – 4:30PM

Workshops & Certifications*

7:15AM – 8:10AM

Breakfast

5:00PM – 6:15PM

Opening Reception

6:15PM – 7:15PM

Happy Hour!

8:00AM – 3:45PM Conference Sessions,

Keynote, and Networking

Wednesday, May 13

Friday, May 15

7:00AM – 5:00PM

Registration Open

7:15AM – 8:00AM

Breakfast

8:00AM – 4:00PM Workshops & Certifications*

8:00AM – 9:15AM Conference Kick-Off! 9:30AM – 10:15AM Peer-to-Peer Roundtables 10:15AM – 5:15PM Conference Sessions

& Networking 5:15PM – 6:30PM Networking Reception

*Additional registration and payment required.

PRE-/POST-CONFERENCE WORKSHOPS & CERTIFICATIONS FULL-DAY CERTIFICATIONS Tuesday, May 12, 8:30am – 4:30pm & Friday, May 15, 8:00am – 4:00pm

Accounts Payable Certification – Manager Jess Scheer, Executive Editor, IOFM

Tuesday, MAY 12, 8:30am – 4:30pm

IRS Regulation Boot Camp includes CPRS Certification Marianne Couch, Cokala Tax Information Reporting Solutions, LLC

This certfication class for those with AP Manager level responsibilities willl review best practices for leading an AP siloed function. Do more with less, and learn how to process more invoices with fewer people, inadequate automation technology, and misaligned operational functions.

Noncompliance penalties are onerous, and the burden is on you to be educated about regulatory updates.

Ignorance of the law leaves you exposed to costly penalties and legal fees. This session includes Form W-9 solicitation, backup withholding, tax deposit, and reporting requirements.

Tuesday, May 12, 8:30am – 4:30pm

Friday, May 15, 8:00am – 4:00pm

Procure to Pay Certification – Manager

Accounts Payable Certification – Specialist

Judy Bicking, Senior Trainer, IOFM

Judy Bicking, Senior Trainer, IOFM

Designed for those with manager level responsibilities, this workshop will help you go from silo-thinking to better Procurement and AP alignment. Managing AP processes is half the battle; the key is enabling both functions to work together.

Designed for those below the Manager level, this course covers peer-tested best practices for all payment process phases – from receipt of invoice to processing and payment. Learn how to mitigate risks stemming from tax laws, as well as T&E-related fraud and abuse.

HALF-DAY WORKSHOPS Tuesday, May 12, 9:30am - 12:30pm

Building and Motivating High Performing Teams Nicole Caley, Director of AP – AAR Corp.; President – Payables Solution Partners, LLC. The most successful AP teams require leaders, not managers. This course will help you identify your leadership style and develop the interpersonal skills needed to examine functional conflict to build highperforming teams.

Tuesday, May 12, 9:30am – 12:30pm & Friday, May 15, 9:00am – 12:00pm

1099 Basic Training Mary Kalleward and Marianne Couch, Cokala Tax Information Reporting Solutions, LLC This half-day workshop includes updated and important changes for the latest tax reporting, giving you a broad base of Form 1099 compliance knowledge. This workshop is the abbreviated version of our Full Day 1099 Bootcamp Comprehensive Workshop, which includes CPRS Certification.

Workshops and certifications require additional payment and pre-registration.

Tuesday, May 12, 1:30 pm- 4:30pm & Friday, May 15, 1:00pm – 4:00pm

Advanced Training: 1099 and 1042-S Reportable Payments Mary Kalleward, Cokala Tax Information Reporting Solutions, LLC This intermediate-level course provides realworld case studies, hands-on practice with form validity reviews, and detailed discussion of the tax regulatory requirements for documenting the status of foreign payees, and researching and applying reduced tax withholding under tax treaty provisions.

Tuesday, May 12, 1:30 pm- 4:30pm

Be a Better Leader: The Essentials of Conflict Management Nicole Caley, Director of AP – AAR Corp.; President – Payables Solution Partners, LLC. By analyzing the relationship between leadership and conflict management, you will increase trust and productivity. In this session, we will discuss conflict and its sources, describe conflict management and resolution, and discuss a guide for leaders to use to help them effectively manage and resolve conflict.

Wednesday, May 13 & Thursday, May 14

EDUCATIONAL SESSIONS With 50+ sessions to choose from, the APP2P conference provides peer-tested best practices to help you improve all facets of your AP and P2P processes. To help you maximize your experience, we’ve divided conference sessions into learning tracks (categories). Choose the sessions you want from any track, however you want.

For the full conference program and schedule, go to iofm.com/conference-spring/conference-agenda

Track

Description

Peer-Tested Best Practices – Specialists – Managers

These sessions will provide first-hand accounts from your peers on what worked and what they would have done differently, giving you a leg up as you consider undergoing similar changes.

SAMPLE SESSIONS IN THIS TRACK: • Establishing P2P and Supplier Strategy • Finding Fraud in Familiar Processes • Uniting AP and Procurement: Overcoming Operational Friction

Compliance

Regulatory fines and penalties are on the rise – from the IRS, US Treasury Department, and state’s escheatment departments. Learn what you can do to mitigate compliance risk for your organization.

SAMPLE SESSIONS IN THIS TRACK: • 2020 Changes in Form 1099 Reporting, including New Form 1099-NE • Using Benchmarking to Take P-Card Programs to the Next Level

Leadership & Career Development

AP leaders are expected to do more with less, while lacking respect and resources from senior management. These sessions are designed to help you keep your staff motivated and engaged so you can overcome these daunting challenges.

SAMPLE SESSIONS IN THIS TRACK: • Leading with Emotional Intelligence • Leading the Next Generation

AP Technology Trends

Forward-thinking organizations are looking for ways to leverage their existing ERP systems to boost AP efficiency, utilize more electronic payments, and embrace robotic process automation.

SAMPLE SESSIONS IN THIS TRACK: • Robotic Process Automation and Artificial Intelligence • Cybersecurity

AP & P2P Automation Case Studies SESSIONS SPONSORED BY:

Technology enablement drives greater AP efficiency. Period. But which systems are right for you? These sessions provide you with the latest insights into AP automation tools for you to consider.

Spotlight on Presenters: Financial Operations Leaders Provide Critical Insight Allison Belton Director, Procurement and Payment Services Financial Services Wake Forest University

Rocco Lueck Assistant Professor D’Youville College and Lecturer SUNY Brockport

Jeff Lenning Microsoft Certified Trainer Excel University

Beth Witkiewicz, APS, APM, CPS Director, Accounts Payable and Purchasing New York Institute of Technology

the website frequently for program updates! For the full conference program > Check and schedule, go to iofm.com/conference-spring/conference-agenda

BEST BUY 5.4375 in panel SAVE MORE, GET MORE with a Value Pass registration!

Pre-/Post-Conference Workshops and Certifications are included in the Value Pass and All Access Pass registration options!

Pre-registration required to reserve your spot.

Disney’s© Coronado Springs Resort and Convention Center

to take advantage of the APP2P conference attendee room discounts! iofm.com/conference-spring/venue

©DISNEY

Book NOW

APP2P Attendee Special Walt Disney World® Group & Convention Theme Park Tickets & Passes!

Take advantage of four world-famous Theme Parks, unlimited recreation, world-class shopping, and savory dining to ensure your stay is unforgettable!

Go to iofm.com/conference-spring/venue and discover where your conference badge can take you!

©DISNEY

Gorgeous Resort.

Spectacular Attractions.

Extraordinary Value!

PRICING EARLY BIRD PRICING

(expires March 20, 2020)

ALL ACCESS PASS

REGULAR PRICING

(after March 20, 2020)

All Access Pass includes all the benefits of the Conference Pass, PLUS two full days of pre-/post-conference programs, in the form of: 2 certifications; OR 1 certification + 2 half-day workshops; OR 4 half-day workshops.

SAVE UP TO $910 with All Access Pass registration! A la carte pricing is $895 each for full-day certifications, and $495 each for half-day workshops.

IOFM Member Discounted Pricing

$2,355

$2,680

NON-Member Pricing

$2,655

$2,980

VALUE PASS

Value Pass includes all the benefits of the Conference Pass, PLUS your choice of: 1 certification; OR 2 half-day workshops.

SAVE UP TO $420 with Value Pass registration! A la carte pricing is $895 each for certifications, and $495 each for half-day workshops.

IOFM Member Discounted Pricing

$1,855

$2,180

NON-Member Pricing

$2,155

$2,480

CONFERENCE PASS

Conference Pass includes access to the Tuesday evening conference kick-off activities, plus all sessions and receptions plus breakfast and lunch on Wednesday and Thursday.

IOFM Member Discounted Pricing

$1,285

$1,485

NON-Member Pricing

$1,585

$1,785

NOTE: Cancellations received by email or in writing on or before March 27th, 2020 cancellation deadline will be refunded, with a cancellation fee. See Cancellation Policy statement: https://events.iofm.com/conference-spring/pricing/

MEMBERSHIP IOFM Membership is the product of decades of experience in the finance & accounting space, driven by a team of subject matter experts who are constantly creating content that empowers our Members to work with greater confidence and increased efficiency.

Review IOFM Membership benefits and options by visiting www.iofm.com/join

*IOFM Members save $300 on their APP2P Conference registration!

May 12–14, 202O Disney’s Coronado Springs Resort® | Walt Disney World Resort®, FL

Title Sponsor: Gold Sponsors:

Silver Sponsors:

DE

ADLINE

REGISTER BY MARCH 20, 2020 & SAVE UP TO $325!

IOFM members get an additional discount!

3 FAST, EASY WAYS TO REGISTER TODAY For more information or to register: 207.842.5627 events@iofm.com iofm.com/conference-spring

Produced in association with: