APP2P Fall 2019 Early Bird Brochure

Connections that advance your career.

Training that propels you forward.

October 15–17, 2019 Westin Kierland Resort Scottsdale/Phoenix, AZ

DE

ADLINE

Register by August 30, 2019 & save up to $325! iofm.com/conference-fall

The Accounts Payable and Procure-to-Pay Conference sets the standard for excellence in delivering the most relevant training program for finance professionals.

Best-in-Class Training and Networking:

+ I n-Depth Workshops + C ertifications + S ession Tracks + P anels + P eer-to-Peer Roundtables + R eceptions

Customize Your Training 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!

98%

of attendees said they planned to share what they learned at the Conference with their colleagues and /or staff.* *Source: 2018 AP and P2P Fall Conference Attendee Survey, November 2018.

Best Buy! Choose the Value Pass registration option.

You’ll get access to the entire conference program, PLUS a full-day certification or 2 half-day workshops.

Conference Kick-Off: Wednesday, October 16 / 8:15am – 9:15am This can’t miss kick-off and welcome session is for ALL attendees. Begin your full conference day by networking with your colleagues and fellow attendees, get valuable information about the program, pick up helpful tips for the mobile app and on getting around, and hit the ground running!

Pre-/Post-Conference Certifications and Workshops

Full-Day Certifications Accounts Payable Certification – Manager Pam Miller, Senior Trainer, IOFM October 15 & 18, 8:00am - 4:00pm In one full day, you will be prepared to earn your certification credentials as an Accredited Payables Manager.

Designed for AP Manager and above, this course walks you through the best practices for managing an AP siloed function.

You’re required to do more with less – process more invoices with fewer people, inadequate automation technology and sometimes misaligned operational functions. This course helps you overcome those barriers to success, enabling you to more effectively manage your team regardless of resource limitations.

Procure to Pay Certification – Manager Judy Bicking, Senior Trainer, IOFM October 15 & 18, 8:00am - 4:00pm In one full day, you will be prepared to earn your certification credentials as an Accredited P2P Manager. Leading just your AP processes or just your Procurement processes is only half the battle. To truly operate as a best-in-class function, Procurement and AP must be aligned. This course provides best practices for breaking down the silo-thinking to enable seamless handoffs

between both halves of the P2P process. This course is ideal for AP and Procurement managers who want to improve their holistic P2P performance.

IRS Regulation Boot Camp includes CPRS Certification Marianne Couch, Cokala Tax Information Reporting Solutions, LLC October 15, 8:00am - 4:00pm The penalties and risks associated with noncompliance are onerous, and the burden is on you to see that you are educated about regulatory updates. Ignorance of the law leaves your organization exposed to costly penalties and legal fees. This session addresses, in detail, the Form W-9 solicitation, backup withholding, tax deposit, and reporting requirements. It also reviews the B-Notice and Penalty Notice procedures and includes a brief overview of Form 1042-S withholding and reporting requirements for payments to foreign vendors.

Accounts Payable Certification – Specialist Nicole Caley, Director of A/P – AAR Corp and President, Payables Solution Partners, LLC October 18, 8:00am - 4:00pm In this full-day class, you will

be prepared to earn your certification credentials as an Accredited Payables Specialist.

The content is best suited for those below the manager level, and is built around peer-tested best practices for each phase of the payment process – from receipt of invoice, through processing and payment. You’ll learn best practices to mitigate risks stemming from tax laws, as well as T&E-related fraud and abuse; and you’ll learn how automation can help you do your job better and faster.

Procure-to-Pay Certification – Specialist Jess Scheer, Executive Editor, IOFM October 18, 8:00am - 4:00pm In one full day, you will be prepared to earn your certification credentials as an Accredited P2P Specialist.

Designed for those with manager level responsibilities and above, this course walks you through the best practices for breaking down the silo-thinking to better align Procurement and AP. To truly operate as a best-inclass function, Procurement and AP must work together.

This course is ideal for AP and Procurement managers who want to improve their holistic P2P performance.

Half-Day Workshops 1099 Basic Training Mary Kalleward, Cokala Tax Information Reporting Solutions, LLC October 15 & 18, 9:00am - 12:00pm You will come away from this workshop knowing: •W hat is, and isn’t, reportable on Form 1099-MISC •W hich exempt payee are not reported on Form 1099 •W hich documents are required to file Form W-9 • What

backup tax withholding is required to comply with the IRS’ “B” Notices and its TIN Matching service •W hat is required for year-end statements to payees and other filing to the IRS

Advanced Training: 1099 and 1042-S Reportable Payments Mary Kalleward, Cokala Tax Information Reporting Solutions, LLC October 15 & 18, 1:00pm - 4:00pm This half-day workshop provides real-world case studies, handson practice with form validity reviews, and detailed discussion of the tax regulatory requirements for documenting the status of foreign payees, as well as how to research and apply reduced tax withholding under tax treaty provisions. This Intermediate level workshop is suggested for those that have prior training on the basic rules of what separates Form 1042-S reportable payments to foreign entities or individuals, from Form 1099 reportable payments to U.S. payees.

Building and Motivating High Performing Teams Nicole Caley, Director of A/P – AAR Corp and President, Payables Solution Partners, LLC October 15, 9:00am - 12:00pm Today, the most sought out organizational leaders are part manager and part HR professional. Join AP veteran

leader Nicole Caley in this session to learn skills necessary to elevate you into a true leader, instead of simply a manager.

We will discuss how to identify your leadership style and how to develop the interpersonal skills needed to take charge. By learning to examine functional conflict and create strategies, you will not only staff your AP function effectively, but lead it to its fullest potential as well.

Working with Excel Power Query & Power Pivot + Power BI Desktop Jeff Lenning, Excel University October 15, 9:00am - 12:00pm If you know of Excel’s Power Query and Power Pivot but aren’t exactly sure what they are or what they do, this workshop is for you.

We’ll look at the free standalone desktop application called Power BI which incorporates the same technology behind Power Query and Power Pivot. Learn how to use these tools to get and transform source data, organize and relate multiple data tables, and write formulas that will be used in a report (PivotTable, PivotChart).

Psychology of Leadership Nicole Caley, Director of A/P – AAR Corp and President, Payables Solution Partners, LLC October 15, 1:00pm - 4:00pm The most admired leaders effectively influence by getting others to want to follow them.

Possessing this ability is of utmost importance for both your career and self-development. In this session you will improve your emotional intelligence by better identifying and managing your emotions, ensuring that your responses are more accurate, adapted and effective. We will also focus on increasing your ability to get at the heart of a problem, using tools that can help you lead the team towards the best outcome.

Performance Improvement: Using KPIs to Boost AP Efficiency Jess Scheer, Executive Editor, IOFM October 15, 1:00pm - 4:00pm Are you considering improvements to your Accounts Payable processes, but aren’t sure where to start? Where could you be more efficient or effective?

How much of an improvement is realistic? Benchmarking is easier said than done.

This workshop will help you address: •H ow can we build the business case to begin measuring?

•W hat governance, policies, and procedures should be in place before we begin measuring?

•H ow should we determine what to measure and who to benchmark against?

Unlocking the Power of Excel: Do More With the Tools you Already Use Jeff Lenning, Excel University October 15, 1:00pm - 4:00pm A new automation system isn’t the only way to boost your team’s efficiency: Learn how Excel can create actionable reports to drive your function’s performance.

This top-rated workshop by Excel University’s Jeff Lenning will start with a typical Excel report that you likely update manually, a basic financial report. Then, you’ll learn ways to use classic Excel features (Tables, SUMIFS, and mapping tables – and next-level features, like data models and cube functions) to improve the efficiency of preparing the same report.

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

OTE: Pre-Registration is N required to reserve your spot.

TRACKS: Wednesday, October 16 & Thursday, October 17 Track

Description

Peer-Tested Best Practices

The best way to understand the “how” behind adjusting your process is to take a deep dive into another AP function’s journey. 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.

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.

Leadership

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

AP Technology Trends

Forward-thinking organizations are looking for ways to better leverage their existing ERP systems to boost AP efficiency, utilize more electronic payments, and embrace robotic process automation. Learn first-hand from your peers who are leading the way.

Automation Case Studies

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.

Financial Operations Leaders Provide Critical Insights

Judy Bicking

Chris Dritsas

Jeff Lenning

Nicole Caley

Senior Trainer, IOFM

Sr. Manager Transaction Service Center Forum Energy Technologies, Inc.

Microsoft Certified Trainer Excel University

Director of A/P - AAR Corp President, Payables Solution Partners, LLC

The APP2P Fall Conference & Expo brings together the world’s largest community of financial operations professionals. The training is focused on helping you do your job better, improving your team’s performance, and advancing your career. The conference sessions are organized in tracks – or learning categories – listed below. They are geared to help you improve processes, efficiencies, communications, and leadership skills; gain expertise and technologies that impact your work; find solutions to tackle challenges you face every day; and keep up to date on critical compliance issues and fraud risks.

Sample Sessions in this Track AP Process Review: Just Do It Benchmarking: IOFM’s Latest Insights Excel Power Query & Power Pivot + Power Bi Explained and Demonstrated

Technology, Innovation and Compliance in P2P 2019 Changes to 1099 and 1042s Reporting Regulations Keys to Preparing and Managing an Unclaimed Property Audit ‘Ask an Expert’ Your Leadership Questions Leading with Emotional Intelligence: Why You Need It and How to Apply It Selling Leadership Maintaining Efficiency in a Changing Environment How My P-Card Program Saves $500k in One Year Panel: Payment Automation – What You Need to Know Before Investing In New Technology Invoices are Not ‘One Size Fits All’ – Match the Process to the Invoice Using Benchmarking to Take P-Card Programs to the Next Level Sessions Sponsored by:

Make Professional Connections that Last Beyond the Event.

NETWORKING OPPORTUNITIES: ¡C onference kick-off reception with attendees, vendors, speakers, plus giveaways, raffles, activities, and more! ¡M eet leading innovators in AP and P2P technology – learn about their services, sign up for walking tours. ¡P eer-to-peer roundtables – connect with your industry peers and discuss challenges, best practices, solutions, trends, and benchmarking. ¡C onference mobile app – get in on discussions, post photos and activities, get advanced notifications and alerts, connect with fellow attendees. ¡C omplimentary professional photo booth.

Spectacular Venue, Gorgeous New Location!

WESTIN KIERLAND RESORT SCOTTSDALE, AZ Book early to take advantage of the APP2P conference attendee room discounts. events.iofm.com/conference-fall/venue

PRICING

EARLY BIRD PRICING

(expires August 30, 2019)

ALL ACCESS PASS

STANDARD PRICING (after August 30, 2019)

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 $520 with All Access Pass registration! A la carte pricing is $795 each for full-day certifications, and $395 each for half-day workshops.

IOFM Member Discounted Pricing

$2,325

$2,650

NON-Member Pricing

$2,625

$2,950

VALUE PASS

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

SAVE $225 with Value Pass registration! A la carte pricing is $795 each for certifications, and $395 each for half-day workshops.

IOFM Member Discounted Pricing

$1,825

$2,150

NON-Member Pricing

$2,125

$2,450

CONFERENCE PASS

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

IOFM Member Discounted Pricing

$1,255

$1,455

NON-Member Pricing

$1,555

$1,755

NOTE: Cancellations received in writing or by email on or before August 16, 2019 will be refunded.

MEMBERSHIP IOFM Membership is the product of decades of experience in the financial operations space, driven by a team of subject matter experts who are constantly creating content that empowers our members to work with the greatest levels of efficiency and the highest levels of confidence. Review IOFM membership benefits and options by visiting iofm.com/join

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

October 15-17, 2019 Westin Kierland Resort | Scottsdale/Phoenix, AZ Institute of Finance & Management 121 Free Street Portland, ME 04101

DE

ADLINE

REGISTER NOW & SAVE UP TO $325!

3 FAST, EASY WAYS TO REGISTER TODAY 207.842.5557

events@iofm.com events.iofm.com/conference-fall

Ends August 30, 2019 IOFM members get an additional discount!

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