APXF17 brochure

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Certification & Workshops

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

BECOME YOUR DEPARTMENT’S EXPERT ON CRUCIAL AP & P2P FUNCTIONS.

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Finance & Management

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Full Day Certification Classes Accounts Payable Certification Training Pam Miller, Senior Trainer, IOFM

Sunday, November 12 -or- Wednesday, November 15 8:00am − 4:00pm 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.

Full Day Workshop IRS Regulation Bootcamp Marianne Couch, J.D., Principal, COKALA Tax Information Reporting Solutions, LLC; Mary Kallewaard, Principal, COKALA Tax Information Reporting Solutions, LLC

Procure-to-Pay Certification Training

Wednesday, November 15 8:00am − 4:00pm

Judy Bicking, Senior Trainer, IOFM; Beverly Mostovy, Trainer, IOFM

This intensive one-day program will put you and your team ahead of the game when it comes to compliance with new IRS Forms issued this year, plus will look at Form W-9 and 1099MISC compliance for 2017. This updated workshop for 2017 will give you the newest information on forms and instructions, tax regulations, and compliance strategies.

Sunday, November 12 -or- Wednesday, November 15 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.

See page 6 for Half Day Workshops

Register by August 18 and SAVE up to $300 off the door price!

2 • FALL 2017 • AP & P2P CONFERENCE & EXPO

iofm.com/conference-fall

Keynote Presentations Sunday, November 12

Tuesday, November 14

4:15pm – 5:15pm

1:30pm – 2:30pm

Kick Your Team Into Overdrive Through 100 Percent Engagement

Take Command and Win

If your company does an annual employment engagement survey, you may hear mumblings Dick Finnegan of “Is it that time again?” Gallup polls reveal only Speaker, Author & CEO a third of employees are engaged, and the rest C-Suite Analytics are either disengaged, or even active saboteurs whose negativity splashes onto those around them. But a survey alone won’t fix the problem, nor will a CEO’s demand to improve the scores for next time. That will take work, but where to begin? There’s good news— you can engage your team!

Author and CEO Dick Finnegan will inspire you to lead the charge toward increased employee retention, productivity and teamwork by becoming an engagement leader. He’ll share tested techniques that will not only boost your survey scores through the roof, but create a highly invested, charged team that people will be clamoring to join.

In this presentation, Captain Harris shares with audiences how — through hard work fired by courage and persistence — she became the highest ranking African-American female in the U.S. Navy. Harris earned her stripes in the pressure Captain Gail Harris cooker of the intelligence community, and her Retired, Highest Ranking wealth of leadership skills, tested in the rough African American Female waters of the real world, will equip any professional in the U.S. Navy audience for their best effort. Harris can show anyone how to get the most from themselves and from those around them, against all odds.

Captain Harris will demonstrate how to: • Use strategic planning for bottom-to-top success • Implement tested team-building techniques • Clearly define and attain goals and objectives • Eat an elephant… one bite at a time: problem-solving for win-win solutions • Maintain focus on your dreams and goals during the most trying times

P2P Isn’t Just for AP Whether or not you manage your P2P as a single process, to be successful AP needs to understand Procurement and vice versa. Best practice organizations bring their AP and Procurement staff to learn together.

The Fall 2017 AP & P2P Conference & Expo will feature educational sessions, peer-topeer roundtables, and solution providers dedicated to maximizing your procurement and purchasing process.

PROCUREMENT SESSION TOPICS INCLUDE: • Strategic Procurement in Agile: Multiplying the Productivity of Your Talent • The What, Why, How, and Wow Behind Supply ChainFinance and Dynamic Discounting • Strategic Alignment of Finance and Procurement

• Digital Transformation in Procurement • Key Issues in Procurement: What are Procurement Leaders Focused on Achieving and What CapabilitiesWill Get Them There?

• Contract Management: How to Keep Up With Key Supplier Contracts Without Automation

Connect with practitioners from across North America at one of the following roundtables: • Organizations with 1-5 AP employees

• P2P

• Organizations with 6-11 AP employees

• SAP ERP

• Organizations with 12+ AP employees

• T&E

• Colleges & Universities

• Oracle ERP • Healthcare • Procurement

FALL 2017 • AP & P2P CONFERENCE & EXPO • 3

Conference Agenda 8 tracks cover everything you need to know and more for 2017: Track A: AP Fundamentals & Best Practices

Track B: Compliance & Operations

Track C: Procurement (New for this year!)

Track D: Leadership

Track E: P2P Masters

Track F: T&E (New for this year!)

Track G: AP & P2P Automation Case Studies I

Track H: AP & P2P Automation Case Studies II

Sunday, November 12 * PRE-CONFERENCE * 8:00am - 4:00pm

Pre-Conference Certifications - See page 2 of the brochure for more information

9:00am - 12:00pm

Pre-Conference Half Day Morning Workshops - See page 6 of the brochure for more information

1:00pm - 4:00pm

Pre-Conference Half Day Afternoon Workshops - See page 6 of the brochure for more information

* CONFERENCE KICK-OFF * 4:10pm - 5:15pm

Opening Keynote: Kick Your Team Into Overdrive Through 100 Perfect Engagement - Dick Finnegan, Speaker, Author, & CEO, C-Suite Analytics

5:25pm - 6:25pm

Peer-to-Peer Roundtables - See page 3 of the brochure for more information

6:30pm - 7:30pm

Opening Reception

Monday, November 13 CONCURRENT SESSIONS - Choose One 8:10am - 9:10am

From Shared Services to GBS - What Does WorldClass Look Like?

- Penny Weller, Global Business Services North American Operations Leader, The Hackett Group

The Largest Losses: Hiding Fraud in Financial Statements - Allan Bachman, CFE, Education Manager, ACFE

Strategic Procurement in Agile: Multiplying the Productivity of Your Talent - David Schannon, Partner, Bain & Company DC, LLC

"Because I Said So!” Only Works for Parents: Using Engagement Techniques in Leadership - Suzanne M. Fassler, CMA, formerly of JCPenney

Building a Dynamic P2P Partnership Through Education and Training - Galina Stolayarov, Global Procurement Manager, Vertex Pharmaceuticals

T&E Expense Management: The Art of Taming the Beast - Ernie Humphrey, CEO & Founder, 360 Thought Leadership Consulting

Lead Meaningfully to Overcome Change Resistance - Christina Robbins, Marketing Manager, Digitech Systems, LLC; Judy Bicking, Senior Trainer, IOFM

5 Steps to Becoming “AP Free” - Mark Brousseau, Special Projects Editor, IOFM; Dan DeVall, Strategic Alliances, Tipalti

9:20am - 10:20am

Think your Controller Understands AP? Think Again!

- Pam Miller, Senior Trainer, IOFM

Form 1099 and 1042-S Year-End Reporting: What's New for 2017 - Marianne Couch, J.D., Principal, COKALA Tax Information Reporting Solutions, LLC

Digital Transformation in Procurement - Connie Chou, Microsoft

Downsizing with Dignity Due to Automation - Judy Bicking, Senior Trainer, IOFM

Driving Around the Obstacles to P2P: An Aflac Case Study - Juli Knisley, Director of AP, Aflac; Angela Grier, Second Vice President, Payment Solutions & Compliance, Aflac

Aligning Corporate Travel and Payables: A Meritor Case Study - Jack Reynaert, Manager, Global Travel/Meetings, Financial Shared Services, Meritor, Inc.; Dominic Calderone, Integration Project Manager, Meritor, Inc.

Automation Case Study

Learn How UPMC/ Pensiamo Realized the Full Potential of AP Automation with Scan One - Kelly Coxon, Director, Procure-toPay, Pensiamo/UPMC

11:00am - 12:00pm

Creating Order from Chaos: Managing AP in a Process-Averse Organization, a Netflix Case Study - Becky Linton, Global Head of Accounts Payable, Netflix

Making Sense of Forms W-9, W-8BEN, W-8BEN-E and 8233: Is It the Right Form? Is It Valid?

- Marianne Couch, J.D., Principal, COKALA Tax Information Reporting Solutions, LLC

The What, Why, How and WOW Behind Supply Chain Finance and Dynamic Discounting - Tom Glassanos, President, The Bavelos Group

The Power of Metrics for Positive Change: A Zappos Case Study - Debra Johnson, APM, AP Supervisor, Zappos.com, Inc.

Purchasing and AP: A Shotgun Wedding - Judy Bicking, Senior Trainer, IOFM

What you Don't Know CAN Hurt You: Uncovering T&E Fraud - Suzanne M. Fassler, CMA, formerly of JCPenney

Automation Case Study

Maximizing Straight Through Processing: Shearer’s Foods’ Journey Through Invoice Automation - Benjamin Skvarca, Product Manager, Invoice Automation, PNC

1:15pm - 2:15pm

Embracing Change: Overcoming “We’ve Always Done It That Way” - Pam Miller, Senior Trainer, IOFM

Why OFAC Needs to be on Your Radar

Key Issues in Procurement: What Are Procurement Leaders Focused on Achieving and What Capabilities Will Get Them There?

- Kurt Albertson, Principal Procurement Advisory, The Hackett Group

The 13 Dimensions of Effective Leadership, The Art of Leading across the Enterprise - Ernie Humphrey, CEO & Founder, 360 Thought Leadership Consulting

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

- Jess Scheer, Continuing Education Manager, IOFM

See below for optional bonus session.

Addressing Complexities of AP Automation in a Dynamic Growth Environment - Kris Subramaniam, Practice Director/ Solutions Architect, Optima Global Solutions, Inc.

No PO = No Pay: AP Holds Key to P2P Compliance - Richard Waugh, VP Corporate Development, Zycus Inc.

1:15pm - 2:15pm

BONUS SESSION: Get Ready for Artificial Intelligence - Dave Sackett, Senior Director of Finance and Administration, ULVAC Technologies

4 • FALL 2017 • AP & P2P CONFERENCE & EXPO

Monday, November 13 - continued 2:30pm - 3:30pm

P-Cards Done Right - Katie Beatty, Community Engagement Specialist, NAPCP

Creating Efficiencies in Manual Invoice Processing Through Controls and Governance - Dawn Dexter, Senior Director, AP, Target

4:00pm - 5:00pm

Peer-to-Peer Roundtables - See page 3 of the brochure for more information

5:00pm - 6:30pm

Networking Reception

7:30pm - 9:30pm

Attendee Party

The Reinvention of Procurement

How E-Invoicing Adoption Can Accelerate in the U.S., and What That Means to You - Todd M. Albers, Senior Payments Consultant, Payments Standards, and Outreach Group, Federal Reserve Bank of Minneapolis

Managing Upwards for P2P Success - Steve Iannarone, Senior Manager, Global Shared Services, Arthur J. Gallagher & Co.

Implementing a T&E Program: How You Can Survive the Good, the Bad, & the Ugly - Robin F. Anderson, Vice President, MUFG Union Bank, N. A.

The Future of Accounts Payable: What You Told Us and What We Know - Mark Brousseau, Special Projects Editor, IOFM and Canon

Automation Case Study

AP & Procurement: What Can't We All Just Get Along?

- Jess Scheer, Continuing Education Manager, IOFM

T&E Expense Management: The Art of Taming the Beast - Ernie Humphrey, CEO & Founder, 360 Thought Leadership Consulting

Learn How Other Companies are Generating Significant Value from Regular Statement Reviews - Daniel Kimpton, Director StatementMatching.com

Improve Cash Flow using AP Automation: Lessons from Kauffman Tire and Nvoicepay

Tuesday, November 14 CONCURRENT SESSIONS - Choose One 8:10am - 9:10am

Maximizing Efficiencies With Automation and Continuous Improvement - Ben Shaffer, Director, Payment Services, Pacific Gas and Electric Company

8:10am - 9:10am

BONUS SESSION: Panel: Paying Suppliers Electronically: Fact Versus Fiction - Moderator: Mark Brousseau, Special Projects Editor, IOFM

9:20am - 10:20am

The Customer Experience – Using Service Design to Delight Your Customers - Penny Weller, Global Business Services North American Operations Leader, The Hackett Group

Form 1099 and 1042-S Year-End Reporting: What’s New for 2017 - Marianne Couch, J.D., Principal, COKALA Tax Information Reporting Solutions, LLC

Strategic Alignment of Finance and Procurement - Steve Iannarone, Senior Manager, Global Shared Service, Arthur J. Gallagher & Co.

Managing Risk in a Changing Environment - Michael Clark, Manager, Accounts Payable and Credit Card Services, SouthWest

Servant Leadership: A Solution to the P2P Dilemma - Angela McTeer, AP Manager, Expedia

Aligning Corporate Travel and Payables: A Meritor Case Study - Ernie Humphrey, CEO & Founder, 360 Thought Leadership Consulting

Ask the Right Questions: What to Look for in an ePayables Provider - Josh Raymond, VP of Corporate Payments, Comada

This Changes Everything: 5 Ways Organizations Can Transform their AP Workflow Using Artificial Intelligence - Mitsuyuki Tominana, President, Works Applications America; Ken Osaki, Product Development Manager, Works Applications America, Mark Brousseau , Special Projects Editor, IOFM

11:00am - 12:00pm

Embracing Change: Overcoming “We’ve Always Done It That Way” - Pam Miller, Senior Trainer, IOFM

The Largest Losses: Hiding Fraud in Financial Statements - Allan Bachman, CFE, Education Manager, ACFE

Talent Development in Procurement: The Skills and Roles Needed for Future Success - Kurt Albertson, Principal, Procurement Advisory, The Hackett Group

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

The What, Why, How and WOW Behind Supply Chain Finance and Dynamic Discountin - Tom Glassanos President, The Bavelos Group

See below for optional bonus session.

Business Digitalization in the P2P/O2C Process - Jeffrey F. Moore, Chief Sales Officer/ Partner, Artsyl Technologies Inc.; Mark Brousseau, Special Projects Editor, IOFM

Panel: Get the Biggest Bang for Your P2P Automation Buck - Moderator: Mark Brousseau, Special Projects Editor, IOFM

Staying Ahead of the New Unclaimed Property Statutes and Regulations: The Practical Impact for Accounts Payable - Karen Anderson, Senior Manager, State and Local Tax, Unclaimed Property, KPMG LLP

Contract Management: How to Keep Up with Key Supplier Contracts Without Automation - Galdina Guzman-Sigala, Senior Manager, Procurement & Accounts Payable, Heidrick & Struggles

Using Metrics and Reporting to Empower AP Leadership Decisions - Brian Anderson, Senior Manager, Accounts Payable, Americas, YAHOO!

11:00am - 12:00pm

BONUS SESSION: Accounts Payable & Unclaimed Property: How Reporting Obligations and Audit Tactics Impact AP Departments and Shared Services Centers - Jim Sadik, Managing Director, Unclaimed Property, True Partners Consulting LLC; Steven Swaigenbaum, Director, True Partners Consulting LLC

1:30pm - 2:30pm

CLOSING KEYNOTE: Take Command & Win - Captain Gail Harrism, Retired Highest Ranking African American Female in the US Navy

Wednesday, November 15 * POST-CONFERENCE * 8:00am - 4:00pm

Post-Conference Certifications & IRS Regulation Bootcamp - See page 2 of the brochure for more information

9:00am - 12:00pm

Post-Conference Half Day Morning Workshops - See page 6 of the brochure for more information

8:30am - 4:30pm

Women@Work - See page 6 of the brochure for more information

Thursday, November 16 8:30am-12:30pm

Women@Work - See page 6 of the brochure for more information FALL 2017 • AP & P2P CONFERENCE & EXPO • 5

Half Day Workshops GET YOUR IN-DEPTH EDUCATION IN ONE OF THESE TOP NOTCH HALF DAY PROGRAMS. SPACE IS LIMITED. Sunday, November 12

Morning Workshops / 9:00am – 12:00pm Form 1099 Bootcamp Marianne Couch, J.D., Principal, COKALA Tax Information Reporting Solutions, LLC

Post-Conference Women’s Summit

Wednesday, November 15 8:30am – 4:30pm Thursday, November 16 8:30am – 12:30pm

BRINGING THE REAL

YOU TO WORK.

Introduction to Benchmarking Jess Scheer, Continuing Education Manager, IOFM Get in the Game! How to Build a Winning AP Automation Plan Mark Brousseau, Special Projects Editor, IOFM

Afternoon Workshops / 1:00pm – 4:00pm Commercial Cards | Arming Your Program Against Fraud Katie Beatty, Community Engagement Specialist, NAPCP Strategies for Success: Building a Best in Class P2P Process & Department Jess Scheer, Continuing Education Manager, IOFM Benchmarking for Value Jess Scheer, Continuing Education Manager, IOFM

WOMEN@WORK

Trends & Best Practices in Procurement

Wednesday, November 15

Morning Workshops / 9:00am – 12:00pm Introduction to Benchmarking Jess Scheer, Continuing Education Manager, IOFM

FACILITATED BY: Judy Bicking, Senior Trainer, IOFM Women

This day-and-a-half summit, featuring 15+ sessions, networking opportunities, and personal development exercises, is designed to motivate women to confront workplace challenges related to stigmas and stereotypes that are commonly associated with working women. Attendees will have a chance to speak openly, learn from mentors and peers, and create new connections.

Nominate yourself, your colleagues, or your team for an IOFM Spotlight Award and be recognized in front of your peers at the conference.

SHINING A LIGHT ON OUTSTANDING ACHIEVEMENT IN FINANCIAL OPERATIONS.

Nomination deadline: September 29, 2017

IOFM is now accepting nominations in the following categories: 3 AP Manager of the Year

3 P2P Manager of the Year

3 AP Department of the Year 3 P2P Department of the Year

Submit your nomination at: iofm.com/spotlight-awards

6 • FALL 2017 • AP & P2P CONFERENCE & EXPO

Save instantly!

After Hours

SAVE ON CONFERENCE REGISTRATION WHEN YOU BECOME MEMBER! Nightly networking receptions with exciting giveaways, raffles and prizes

Membership to the AP & P2P Network saves you $300 on your conference registration. But it goes beyond that. With a membership to the

Opportunities to meet some of the leading

AP & P2P Network, the learning doesn’t stop

innovators in AP & P2P technology and learn about their services

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

Complimentary photo booth for you to update your professional head shot

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

Special rates on area attractions & shows

tackling the same challenges.

YES!

EARLY BIRD RATE Expires 8/18/17

PRICING

Register me for the AP & P2P Conference & Expo

STANDARD RATE After 8/18/17

Conference Pass (includes all sessions, meals & receptions from 4:00pm on Sunday, 11/12 – 2:30pm on Tuesday, 11/14) AP & P2P Network Members

$1,195 (SAVE $200!)

$1,395

Non-Members

$1,495 (SAVE $200!)

$1,695

Value Pass (includes all of the above PLUS one Certification class or Full Day Workshop) AP & P2P Network Members

$1,795 (SAVE $300!)

$2,095

Non-Members

$2,095 (SAVE $300!)

$2,395

DATE

TIME

PRICE

Accounts Payable Certification Training

Nov 12 -or- Nov 15

8:00am – 4:00pm

Procure-to-Pay Certification Training

Nov 12 -or- Nov 15

8:00am – 4:00pm

CERTIFICATIONS

WORKSHOPS

$795 (FREE WITH THE VALUE PASS!)

$795 (FREE WITH THE VALUE PASS!)

DURATION

DATE

TIME

PRICE

Form 1099 Bootcamp

Half Day

Nov 12

9:00am – 12:00pm

$395

Benchmarking for Value

Half Day

Nov 12

9:00am – 12:00pm

$395

Get in the Game! How to Build a Winning AP Automation Plan

Half Day

Nov 12

9:00am – 12:00pm

$395

Commercial Cards | Arming Your Program Against Fraud

Half Day

Nov 12

1:00pm – 4:00pm

$395

Strategies for Success: Building a Best in Class P2P Process & Department

Half Day

Nov 12

1:00pm – 4:00pm

$395

Trends & Best Practices in Procurement

Half Day

Nov 12

1:00pm – 4:00pm

$395

WOMEN@WORK

1-1/2 Days

IRS Regulation Bootcamp

Full Day

Nov 15-16 Nov 15

$795 8:00am – 4:00pm

Register by August 18 and SAVE up to $300 off the door price!

7 • FALL 2017 • AP & P2P CONFERENCE & EXPOiofm.com/conference-fall

207-842-5557

customerservice@iofm.com

$795

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

The connections that advance your career.

The training that propels you forward.

Register by August 18 and SAVE up to $300 off the door price! iofm.com/conference-fall

207-842-5557

customerservice@iofm.com

Register by August 18, 2017

AND SAVE UP TO $300!

November 12-14, 2017 BEL L AG IO R ESORT & C A SINO, L A S V EG A S