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May 10-12, 2017 Disney’s Yacht & Beach Club Resort®

Lake Buena Vista, FL

REGISTER BY MARCH 17, 2017 AND SAVE UP TO $300!

The connections that advance your career. The training that propels you forward. Disney’s Yacht & Beach Club Resort®

REGISTER BY MARCH 17, 2017

AND SAVE UP TO $300:

l iofm.com/ar-conference l 207-842-5557 l customerservice@iofm.com

TITLE SPONSOR: GOLD SPONSORS:

Produced in association with :


STRATEGIES, TOOLS, AND CONNECTIONS that’ll benefit receivables professionals of all levels:

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

• Accounts Receivable Manager • Accounts Receivable Specialist • Cash Application Manager • CFO • Collections Manager • Credit Administrator • Credit Supervisor • Finance Director • Financial Supervisor, Treasury • Director of Accounting • Director, Order-to-Cash

EXCLUSIVE ATTENDEE RATE: $219

• Shared Services Manager

per night + taxes if reserved by April 14.

• Treasury Analyst

BOOK EARLY FOR BEST AVAILABILITY AT: iofm.com/ar-conference/venue 800-803-5804

• VP, Global Business Services • VP, Order-to-Cash

“I liked the variety of industries that the speakers came from. It provided an opportunity to learn how other companies that provide similar or different services/products operate their O2C process.“ Sarah Riley Accounts Receivable Supervisor, Snelson Companies, Inc.

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.

4 CONFERENCE TRACKS

cover everything you need to know and more for 2017: Track A: AR & O2C Strategies & Leadership Track B: Credit & Collections Track C: AR Best Practices Track D: AR & O2C Automation Case Studies

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REGISTER BY MARCH 17 AND

SAVE UP TO $300 OFF THE DOOR PRICE!

iofm.com/ar-conference (207) 842-5557 customerservice@iofm.com

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


“The whole

CERTIFICATIONS Join the community of nearly 20,000 financial operations professionals worldwide who have earned certification through IOFM.

experience was life changing for me. The fact I got to listen to people that really understand AR was a relief. I came back to work with a new perspective.“

Silvia Villalobos AR Manager, SunOpta

Accounts Receivable Certification Training

Order-to-Cash Certification Training

Presented by: Pam Miller, Senior Trainer, IOFM

Presented by: John Salek, Vice President, Order-to-Cash, Genpact

WEDNESDAY, MAY 10 | 8:00AM – 4:00PM

WEDNESDAY, MAY 10 | 8:00AM – 4:00PM

The ARM and ARS designations are globally recognized standards of excellence in the Accounts Receivable profession. The training course was developed by leading experts and trainers to formalize the fundamentals of the profession and then dig deep into the specific skills required to become a true leader in AR. Covering critical topics like order processing, credit management, billing, collections, and internal controls, the program is a must for anyone dedicated to a successful career in AR. Earning certification as an Accredited Receivables Specialist (ARS) or an Accredited Receivables Manager (ARM) signifies that an individual or department has demonstrated the depth of knowledge required to excel in today’s complex business environment.

IOFM’s O2C Certification is designed to equip sales, credit, billing, AR and collection leaders and practitioners to understand the Order-to-Cash process and the alignment and interaction of its elements. The goal of the program is to enable leaders to harmonize discrete processes into a smooth set of end-to-end operations transparent to customers, enhancing customer experience and facilitating successful business operations. The O2C Certification Program provides critical guidance on each element as well as the overall O2C process to align and enhance the business goals of increasing sales while protecting the cash. Certification recognizes leaders and practitioners’ knowledge and expertise in the individual and overall aspects of Order-to-Cash, demonstrating their unique preparation to lead and support O2C process collaboration, integration and performance, enabling their organizations to realize the value in this essential process.

Earn your certification for FREE by registering before March 17 with promo code FREECERT

IOFM SPOTLIGHT AWARDS Does your Manager or Director demonstrate outstanding, inspirational leadership? Has your department gone above and beyond to improve process and implement best practices? The IOFM Spotlight Awards were developed to recognize noteworthy achievements and outstanding efforts in financial operations. Spotlight Awards for achievements in AR will be presented at the May 2017 AR & O2C Conference. IOFM’s committee will review nominations and select a slate of finalists and a single winner for each of the four categories.

RECOGNIZE IMPORTANT ACHIEVEMENTS IN ACCOUNTS RECEIVABLE. Nominate yourself, your supervisor or your colleague. Nominations now being accepted for the following Awards: ] AR Manager of the Year ] AR Department of the Year ] Credit/Collections Manager of the Year ] Credit/Collections Department of the Year

NOMINATION DEADLINE: MARCH 17, 2017 • MAKE YOUR NOMINATIONS AT: IOFM.COM/SPOTLIGHT-AWARDS

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CONFERENCE AGENDA Agenda subject to change.

WEDNESDAY, MAY 10

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

PRE-CONFERENCE – FULL DAY PROGRAMS (See pages 3 & 7 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 * 4:00pm - 6:00pm

PEER-TO-PEER ROUNDTABLES

6:00pm - 7:00pm

OPENING RECEPTION

THURSDAY, MAY 11 8:10am - 9:15am

THURSDAY, MAY 11

OPENING KEYNOTE: It’s Showtime! Own the Moment When Your Spotlight Shines – Jon Petz, CSP, Keynote Speaker on personal performance, Author & Performer

* SESSION TRACKS * TRACK A: AR & O2C STRATEGIES AND LEADERSHIP

TRACK B: CREDIT & COLLECTIONS

TRACK C: AR BEST PRACTICES

TRACK D: AR & O2C AUTOMATION CASE STUDIES

The Human Factor of Your Credit Department – Youri Pinard, President, HR-Credit

Cross-Discipline Education Dissection & Resolution – Ellen Farish, Senior Operations Manager, Shared Financial Services, Southwire

Basware and Customer Case Study

Accepting Credit Card Payments for Your Commercial Credit Sales – The Risks and Opportunities – Scott Blakeley, Esq., Partner, Blakeley LLP; Brad Boe, Director of Financial Services, Performance Food Group

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

Billtrust and Customer Case Study

Effective B2B Collection Strategies – Nancy Cotter, Accounts Receivable Operations Manager, Weight Watchers

B2B Retail: Collect in Full and Prevent Discounts – Monica Rodriguez Santoyo, Global Process Owner Lead, Johnson Controls

HighRadius and Customer Case Study

Keeping Staff Motivated and Engaged with ETE – Steven A. Privitera, Premium Receivable Supervisor, A.I.M. Mutual

Credit Application Language – Lorna Walker, Esq., CLLA, Sweet & Walker, PC; Ted Hamilton, Esq, Partner, Wetherington Hamilton, P.A.

Managing Sales Tax Exemptions – Diane L. Yetter, President, YETTER

Session to be Announced

4:15pm - 5:15pm

PEER-TO-PEER ROUNDTABLES

5:15pm - 7:00pm

NETWORKING RECEPTION

9:30am - 10:30am Panel: How to Get the Biggest Bang for Your Automation Buck! Moderator: Mark Brousseau, Special Projects Editor, IOFM

11:15am - 12:15pm Aligning Corporate and Order-to-Cash Strategies For Success – John Salek, Vice President - Order-to-Cash, Genpact

1:30pm - 2:30pm Order-to-Cash Transformation: E2E Process Managed in One Business Stream – So What? – Les Smeyers, Director of Finance, Global Business Services, Celestica

2:40pm - 3:40pm

Agenda continued top of next page

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“The multiple tracks were very helpful in determining which sessions to attend.“

CONFERENCE AGENDA

Clem Mazgelis Product Management-Receipts, Webster Bank

FRIDAY, MAY 12

* SESSION TRACKS * TRACK A: AR & O2C STRATEGIES AND LEADERSHIP

TRACK B: CREDIT & COLLECTIONS

TRACK C: AR BEST PRACTICES

Managing a Global AR Organization – Chris Viau, Sr. Manager, Worldwide Customer Financial Services Corporate Finance, Autodesk, Inc.

AR & Treasury Collaboration – Add Value by Streamlining Processes Together – Stacy Pickett, Supervisor, Accounts Receivable, Vulcan Materials

FSCM - Mission DSO at Yaskawa America, Inc – Elizabeth Chamorro, Manager, Credit and Collections, Yaskawa America, Inc.

The Deduction Deluge – David Pietz, Accounts Receivable and Treasury Manager, Altra Industrial Motion

Payment Trends: What’s Hot and What’s Not – Mary Hughes, Sr. Payments Consultant, Federal Reserve Bank of Minneapolis

Something Wicked This Way Comes: Preparing for a Customer Bankruptcy – Beau Hays, Principal Hays Potter & Martin, LLPL, CLLA

The Human Side of AR: Finding & Engaging Talent – Carol Lucci, AR Supervisor, ServiceLink

12:15pm - 1:15pm

LUNCH & IOFM SPOTLIGHT AWARD PRESENTATION

1:30pm - 2:30pm

The Importance of Effective Order-to-Cash in a Competitive World – Monica Rodriguez Santoyo, Global Process Owner Lead, Johnson Controls; Chris Viau, Sr. Manager, Worldwide Customer Financial Services Corporate Finance, Autodesk, Inc.; Les Smeyers, Director of Finance, Global Business Services, Celestica; John Salek, Vice President - Order-to-Cash, Genpact

8:15am - 9:15am Shared Services – From Resistance to Respect – Beata Stanek, Senior Manager, Shared Services, Votorantim Cimentos

9:30am - 10:30am Building a Great Team Through Engagement – Jason Rupaka, ARM, Accounts Receivable Manager, Foley Services

11:15am - 12:15pm

PEER-TO-PEER ROUNDTABLES One of the most popular features of every conference! Wednesday, May 10 • 4:00pm - 6:00pm Thursday, May 11 • 4:15pm - 5:15pm Exchange ideas and share experiences and solutions with AR, credit, & collections professionals in your industry or similar department size.

ROUNDTABLE TOPICS INCLUDE:

Credit & Collections Decentralized Departments Centralized Departments Order-to-Cash Strategies

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LEAVE SOME TIME FOR FUN!

KEYNOTE PRESENTATION

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Nightly networking receptions

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Giveaways, raffles, & prizes

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

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THURSDAY, MAY 11 8:15am - 9:15am

Special rates on Disney park passes

It’s Showtime! Own the Moment When Your Spotlight Shines JON PETZ, CSP, Keynote Speaker on personal performance, Author & Performer

Meeting expectations in today’s world? Not enough. Just getting by? Not an option. Flying under the radar? No way. In this engaging and funny session Jon takes the audience through the powerful process of taking OWNERSHIP for their own actions – and seizing every day, every experience, and every opportunity in the process.

MEMBERSHIP + AR & O2C CONFERENCE =

THE PERFECT MATCH!

aro2c.com

MEMBERSHIP TO THE AR & O2C NETWORK SAVES YOU $300 ON YOUR CONFERENCE REGISTRATION. But it goes beyond that. With a membership to the AR & O2C 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 aro2c.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.

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WORKSHOPS Workshops provide the kind of in-depth education you can’t get online, through corporate training programs, or at any other AR event! Space is limited. Secure your spot when you register! WEDNESDAY, MAY 10 FULL DAY WORKSHOP

MORNING WORKSHOPS

AFTERNOON WORKSHOPS

8:00am – 4:00pm FREE WITH VALUE PASS!

9:00am – 12:00pm

1:00pm – 4:00pm

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

Key Strategies for Building and Retaining a High Performance Team

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

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

Mark Brousseau, Special Projects Editor, IOFM

How to Prepare Excel Data Without Formulas or Macros

Jess Scheer, Continuing Education Manager, IOFM

WORKSHOP CHAIR: Judy Bicking, Senior Trainer, IOFM

Measuring for Value

Jeff Lenning, Microsoft Certified Trainer, Excel University

Sales Tax 101: What You Need to Know Diane Yetter, President, YETTER

YES! PLEASE REGISTER ME FOR THE AR & O2C CONFERENCE! EARLY BIRD RATE EXPIRES 3/17/17

PRICING

STANDARD RATE AFTER 3/17/17

CONFERENCE PASS (Includes all sessions, meals, and receptions from 4:00pm on Wednesday, May 10 to 2:30pm on Friday, May 12) AR & O2C Network Members

$1,195 (SAVE $200!)

$1,395

Non-Members

$1,495 (SAVE $200!)

$1,695

AR & O2C 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 Full Day Workshop)

CERTIFICATIONS

DATE

TIME

PRICE

Accounts Receivable Certification Training

May 10

8:00am - 4:00pm

$795

Order-to-Cash Certification Training

May 10

8:00am - 4:00pm

$795

HALF & FULL DAY

DATE

TIME

PRICE

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

Full Day

May 10

8:00am - 4:00pm

$795

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

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

Half Day

May 10

1:00pm - 4:00pm

$395

Measuring for Value

Half Day

May 10

1:00pm - 4:00pm

$395

WORKSHOPS

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

FREE WITH VALUE PASS!

FREE WITH VALUE PASS!


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

The connections that advance your career. The training that propels you forward. Register by March 17 & save up to $300 off the door price! • iofm.com/ar-conference • 207-842-5557 • customerservice@iofm.com

REGISTER BY MARCH 17, 2017

SAVE UP TO $300

May 10-12, 2017 Disney’s Yacht & Beach Club Resort®

Lake Buena Vista, FL

“The mix of panelists, from banks to service providers to clients, is very beneficial.“ Jason Reeves Lockbox Product Manager, Regions Bank

“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

“I particularly enjoyed the peer-topeer roundtables. I plan on keeping in touch as we all were experiencing some of the same challenges and opportunities.“ Matthew Nelson Director, Client Services, Kforce Professional Staffing

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

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