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The connections that advance your career. The training that propels you forward.
Produced by
FALL | October 24-26, 2016 Caesars Palace | Las Vegas
SILVER SPONSORS:TITLE SPONSOR: GOLD SPONSORS:
3 EASY WAYS TO REGISTER:
Produced by
Now including advanced content for P2P, Shared Services, & Controllers
iofm.com/conference-fall
207-842-5557
customerservice@iofm.com
Whether one of these titles describes you or you’re somewhere in between, you’ll find education fitting your role at this fall’s Conference & Expo.
Caesars Palace | Las Vegas
Exclusive attendee rate: $208/night before September 22, 2016 or while room allotment lasts.
Book early for best availability at: iofm.com/conference-fall/venue 800-803-5804
From the moment you walk through the doors of Caesars Palace, you’ll understand why this iconic Las Vegas luxury hotel sets the standard for opulent details, impeccable service and lavish Las Vegas accommodations. Visit the Omnia Nightclub, Garden of the Gods Pool Oasis, Forum Shops, Golf, Vista Cocktail, and more! During your down time, enjoy fine dining, world-class shopping, championship golf courses, luxurious spas, exciting nightlife, and top-name entertainment,
all in the heart of the famous Las Vegas strip.
Venue
1. AP Fundamentals & Best Practices
2. P2P Automation Masters
3. AP & P2P Automation I
4. AP & P2P Automation II
5. Shared Services & GBS
6. Compliance
7. Leadership, Process Improvement, & Metrics
8. Leading Strategies for Today’s Controller
Accounts Payable Manager Accounts Payable Director Controller Director/Manager P2P Treasurer/Asst. Treasurer Procurement Manager/Director Director/VP Shared Services Director/VP Finance Director/Manager T&E Director/Manager Disbursements Director/VP Global Business Services
Eight Conference Tracks cover everything you need to know this year and beyond:
2 | www.iofm.com/conference-fall
3 EASY WAYS TO REGISTER:
iofm.com/conference-fall
207-842-5557
customerservice@iofm.com
To provide your organization with effective guidance, a Controller needs to be aware of all the risks, challenges, and internal control requirements within your company. Certified Professional Controller training dives deep into
the core business and operational knowledge required of the corporate controller and provides candidates with a firm understanding of the key areas of compliance, regulation, and effective management.
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
Enrollment in any certification training includes an on-site exam and advance online access to your study guide. Candidates have up to three attempts to pass the exam.
Accounts Payable Certification Training Pam Miller, APM, Senior Trainer, IOFM
Monday, October 24 | 8:00 am – 4:00 pm -or- Thursday, October 27 | 8:00 am – 4:00 pm
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 TrainingJudy Bicking, Senior Trainer, IOFM
Thursday, October 27 | 8:00 am – 4:00 pm
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.
Certified Professional Controller TrainingChris Doxey, CCSA, CICA, CPC, Senior Trainer, IOFM
Thursday, October 27 | 8:00 am – 4:00 pm
Full Day WorkshopsP2P Automation MastersFeaturing speakers from Starbucks; Fleet Pride; Avnet; Anadarko Petroleum; and Paystream AdvisorsMonday, October 24 | 8:00 am – 4:00 pm
When your organization is at the forefront of P2P automation, you have unique opportunities, needs, and challenges. P2P Automation Masters is a focused gathering specifically for senior executives at organizations with highly automated P2P functions. This full-day pre-conference workshop will offer content specifically tailored to the needs of highly automated organizations. Presented in partnership with Paystream Advisors.
Leading Strategies for Today’s ControllerFeaturing speakers from IOFM; Carfax; BMO Capital Markets; and moreMonday, October 24 | 8:00 am – 4:00 pm
Experienced practitioners and thought leaders in finance will delve deep into areas critical to every controller, including: auditing, internal controls, and fraud prevention; accounting and process improvement; ethics and compliance best practices; and leadership and professional development.
AP & P2P Women’s Summit: Career Advancement and Personal Empowerment for Women in FinanceFeaturing speakers from IOFM; Academy for Women’s Empowerment; ACE Hardware; and moreMonday, October 24 | 8:00 am – 4:00 pm
Whether you are just starting out or already advancing to the top rungs on the career ladder, you face unique challenges as a woman working in finance. 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 BootcampMary Kallewaard, Principal, COKALA Tax Information Reporting Solutions, LLC; Marianne Couch, JD, Principal, COKALA Tax Information Reporting Solutions, LLCThursday, October 27 | 8:00 am – 4:00 pm
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.
ADD A FULL DAY CERTIFICATION OR WORKSHOP TO YOUR CONFERENCE EXPERIENCE WITH THE VALUE PASS AND SAVE!
www.iofm.com/conference-fall | 3
Conference Agenda
AP FUNDAMENTALS & BEST PRACTICES
P2P AUTOMATION MASTERS
AP & P2P AUTOMATION I
AP & P2P AUTOMATION II
SHARED SERVICES AND GBS
COMPLIANCE LEADERSHIP, PROCESS IMPROVEMENT, & METRICS
LEADING STRATEGIES FOR TODAY’S CONTROLLER
8:10 am - 9:10 am
Improving AP Processes Without Automation – Pam Miller, APM, Senior Trainer, IOFM
P-Card, Virtual Accounts, and Discounts – Balancing Opportunities in ePayments – Michael Clark, Manager, Accounts Payable, Southwest Airlines
Bring Intelligence to Your AP Automation – Christina Robbins, Marketing Manager, Digitech Systems
AP Automation Case Study
How to Jumpstart your SSO Journey with a Compelling and Data-Driven Business Case and Overcome Roadblocks Once You’ve Embarked on the Journey – Anthony Sayer,Vice President Assistant Corporate Controller Shared Services, Parker Hannifin Corp.
IRS W-9 and W-8 Forms: Which Form Do You Need, and Does it Meet Validity Standards? – Marianne Couch, Principal, COKALA Tax Information Reporting Solutions, LLC; Mary Kallewaard, Principal, COKALA Tax Information Reporting Solutions
Tuning in to Process Improvement – Mike Rickard, Director,Procurement & Accounts Payable, Cox Media Group
Developing a Strategic Plan for Payroll – Dennis G. Danilewicz, CPP, Sr. Director of Disbursements Services, NYU Medical Center
9:20 am - 10:20 am
Making AP “Free” – Shivani Bhatia, Director, Global Disbursements, McGraw-Hill Education; Angelo Pollari, Senior Manager, Global Dis-bursements, McGraw-Hill Education
Time for a Change? A Guide to Reevaluating and Selecting a New eInvoicing Solution, – Ben Shaffer, Director,
Payment Services,Pacific Gas & Electric Company
Holy Smokes, Batman! Best Practices for Becoming an AP Superhero – Meitra Aycock, VicePresident, Commercial Credit Product Management, Comdata
How to Ensure you Never Miss Credits, Over-Payments and Mis-Postings – Daniel Kimpton, Director, Statement-Matching.com
Getting the Most from Shared Services – Katrina Lomax, Global Procurement Operations Program Manager, NetApp; Kenneth E. Wendel, CPA, Mattel, Yahoo, NetApp
Latest Developments in Form 1099 Reporting – Marianne Couch, Principal, COKALA Tax Information Reporting Solutions, LLC
Using OD Techniques for Effective Change Management – Nicole Caley, Director of Accounts Payable, Ace Hardware Corporation
Healthcare Accounting and P2P Leading Practices RoundTable – John Rosloniec,Accounts Payable Mgr Spectrum Health System and Vanessa Taggart, CAPP, Director of Supplier Chain Management Accounts Payable Lehigh Valley Health Network
11:00 am - 12:00 pm
Hands-Free Excel Reports – Jeff Lenning, CPA, Excel University
Drilling Back Into the Supply Chain: A New Approach to Collaborative Supplier Relationship Management – Michael Harris, ExecutiveDirector Procure To Pay (P2P), American Red Cross, Finance Business Support Division
Optimizing Financial Services Operations with Process Intelligence – Art Sarno, Product Marketing Director, Lexmark Enterprise Software
Best Practices: B2B Fraud Prevention – Chris Elmore, APM, AP Automation Expert & Author, AvidXchange
Moving from Shared Services to Global Business Services: What Does World-class Look Like? – Penny Weller, Ph.D.,CMA, Global Business Services, North American Practice Lead, The Hackett Group
Unclaimed Property 101: A Primer for A-P Practitioners – Karen Anderson, Vice President, Reporting Compliance, Keane Unclaimed Property
Redefining AP: Your Role as the Financial Strategist – Henry Ijams, APM,Managing Director, Paystream Advisors
The Low Effort Close – Hilary Richards, Principal Executive Advisor, CEB
1:15 pm - 2:15 pm
Automation 101: Managing the RFP Process from Start to Finish – Elizabeth Gomez, APM, Manager, Accounts Payable EIG Services, Inc.
Purchase to Pay Imperatives: Guiding Change For Sustained Transformation
Mission Possible: You Can Achieve Touchless Invoice Processing – Chris Rauen, SeniorManager, Financial Solutions Marketing, SAP Ariba
How a CommerceVantage™ Client Built and Approved a Business Case for AP Automation – Kurt Wachtendorf, APSC, CDIA+, VP, National Consulting Team Manager, Commerce Bank
Getting the Best from your BPO – Jean Sutherland, Manager, A/P Operations; Shivani Bhatia, Director, Global Disbursements, McGraw-Hill Education
Everything AP Needs to Know about Today’s Sales & Use Tax Challenges – Diane Yetter, President,YETTER
Setting the Standard for Relationship-Based Leadership – Moderator: Elaine Stattler, APM, Editor, IOFM. Panelists: representatives from RLJ Entertainment; Fedex Services; University of North Carolina; and VSP Global
Ethics and the Mindset of the Fraudster – Allan Bachman, CFE, Education Manager, ACFE
2:30 pm - 3:30 pm
Financial Supply Chain Secrets – Jay Weisman, AP Manager, Cincinnati Children’s Hospital Medical Center
Outsourced Out of a Job, or Into a Better One? A Veteran AP Pro Shares Her Story – Pam Russavage, APM
Start Your AP Automation Journey by Purging the Paper – DJ Monzyk, Director ofMarketing, KnowledgeLake
How to Become Treasury’s Best Friend and Ally – Michael Jasper, Leader, North America P2P Center of Excellence, Basware, Inc.
Invest in Human Capital to Reduce Turnover & Achieve Best-in-Class Status – Susan Bova-Fasano, Director, Global & Strategic Accounts, IOFM
What AP Practitioners Need to Know About the Changes to the Uniform Unclaimed Property Act – Karen Anderson,Vice President, Reporting Compliance, Keane Unclaimed Property
Moving from Being a Manager to Leader – Dennis G. Danilewicz, CPP, Sr. Director of Disbursements Services, NYU Medical Center
Managing for Continuous Improvement in Procure-to-Pay – Matthew Molter,Properties Support Manager, Meijer
4:00 pm - 5:00 pm Peer-to-Peer Roundtables – Segments Include: Colleges & Universities; Healthcare; Oracle ERP; Organizations with 1-5 AP Employees; Organizations with 6-11 AP Employees; Organizations with 12+ AP Employees; P2P; SAP ERP; Shared Services
4 | www.iofm.com/conference-fall
Monday, October 248:00 am - 4:00 pm Pre-Conference Full Day Programs – See page 3 of the brochure for more information.
9:00 am - 12:00 pm Pre-Conference Half Day Morning Programs – See page 7 of the brochure for more information.
1:00 pm - 4:00 pm Pre-Conference Half Day Afternoon Programs – See page 7 of the brochure for more information.
4:15 pm - 5:25 pm Opening Keynote – Igniting Bold Leadership: Creating Engagement, Inspiring Purpose, & Driving Action - Libby Gill, Former Executive, Leadership Authority & Best-Selling Author
5:30 pm - 6:30 pm Peer-to-Peer Roundtables – Segments Include: Colleges & Universities; Healthcare; Oracle ERP; Organizations with 1-5 AP Employees; Organizations with 6-11 AP Employees; Organizations with 12+ AP Employees; P2P; SAP ERP; Shared Services
6:30 pm - 7:30 pm Opening Reception – Sponsored by Digitech Systems
Tuesday, October 25 - Session Tracks
Continued on next page
Conference Agenda
Post-Conference
5:00 pm - 6:30 pm Networking ReceptionAP FUNDAMENTALS & BEST PRACTICES
P2P AUTOMATION MASTERS
AP & P2P AUTOMATION I
AP & P2P AUTOMATION II
SHARED SERVICES AND GBS
COMPLIANCE LEADERSHIP, PROCESS IMPROVEMENT, & METRICS
LEADING STRATEGIES FOR TODAY’S CONTROLLER
8:10 am - 9:10 am
How to Clean Your Vendor Master File – and Keep it Clean – Steve Iannarone, Senior Manager, Global Shared Services, Arthur J. Gallagher & Co.
Building a Consolidated Global Purchasing Infrastructure From the Ground Up – Aloisio Dias,Procurement Director, CVS Health
Robotics Process Automation – Is it Worth the Hype? – T. L. “Trey” Robinson III,Partner, ScottMadden, Inc.
How Electronic Payments Deliver Value to the C-Suite – Marie Elizabeth Aloisi, Vice President, Senior Business Leader, Commercial Payments Business Development, Mastercard and Mark Brousseau, President, Brousseau & Associates
Decentralization to Centralization for processing Indirect Spend for Walmart Stores – Anna Myers, Director of AP, Walmart
ACFE 2016 Report to the Nations on Occupational Fraud – Allan Bachman, CFE,Education Manager, ACFE
Measure to Manage: How to Use Metrics to Achieve Best-in-Class Performance – Moderator: ElaineStattler, APM, Editor, IOFM, Panelists representatives from Cameron, A Schlumberger Company, UPMC and University of Michigan
Electronic Payments and the ACH Network: Everything a Controller Needs to Know – Robert Unger, APP,Senior Director, Product Management and Strategic Corporate Relations, NACHA
9:20 am - 10:20 am
P-Cards Done Right – Katie Beatty, Community Engagement Manager, NAPCP
Procure-to-Pay Transformation Case Study
How One Global Company Leverages AP Automation to Save Cost and Gain Control – Bob Singh, Executive, Account Solutions, Canon Information & Imaging Solutions
Going Digital: Does it Really Help Make Accounts Payable Leaner? – Rudra Sircar, TAP P2PEngineering Head, TCS; Barun Ghosh, TAP P2P Delivery Head, TCS
P2P Breakthrough – Bridgestone America’s Path to Best in Class – Scott Perkins,Director, Procure-to-Pay, Bridgestone Americas Shared Business Services; Niren Naidu, Solutions Manager, Procure-to-Pay, Bridgestone Americas Shared Business Services
Latest Developments in Form 1099 Reporting – Marianne Couch, Principal, COKALA Tax Information Reporting Solutions, LLC
Panel: AP and Procurement: Effective Partnering – Mike Rickard, Director,Procurement & Accounts Payable, Cox Media Group; Matthew Molter, Properties Support Manager, Meijer; Amanda Prochaska, VP, Procurement PMO, MGM Resorts International® and Stacey Jennifer Chimenti, Director, Financial Management Finance and Accounting Division, Canon U.S.A., Inc.
Everything a Controller Needs to Know about Today’s Sales and Use Tax Challenges – Diane Yetter, President, YETTER
11:00 am - 12:00 pm
Building a Cutting Edge T&E Process – Angel Preston,Assistant Vice President Finance Manager of Accounts Payable, APM, Oppenheimer Funds
The Paperless Solution for Payables Processing – Benjamin Skvarca,Product Manager, PNC Bank; Steve Trentman, Assistant Accounting Manager, TS Tech Americas
Graphic Packaging’s Path to 100% eInvoicing Adoption – Rebekah Morgan, Operations Support Coordinator, Graphic Packaging International
The Globalization of Procurement and AP – Katrina Lomax, GlobalProcurement Operations Program Manager, NetApp; Kenneth E Wendel, CPA, NetApp and Jenny Wampler, Director of Solution Consulting, Taulia Inc.
State Tax Form 1099-MISC Reporting – Marianne Couch, Principal, COKALA Tax Information Reporting Solutions, LLC; Mary Kallewaard, Principal, COKALA Tax Information Reporting Solutions, LLC
Continuous Improvement - It Pays! – Penny Weller, PhD.,CMA, Global Business Services, North American Practice Lead, The Hackett Group
The What, Why, How and WOW Behind Dynamic Discounting & Supply Chain Financing – Tom Glassanos,President, Bavelos Group
12:00 pm - 1:30 pm IOFM Spotlight Awards – Ceremony Luncheon
1:30 pm - 2:30 pm Closing Featured Sessions (CHOOSE ONE):
OFAC: What AP Needs to Know – Speaker: Pam Miller, APM, Senior Trainer, IOFM
PANEL: Take the Fear Out of Managing Personnel Problems – Moderator: Judy Bicking, Senior Trainer, IOFM
PANEL: What’s New in P2P Automation – Moderator: Mark Brousseau, Special Projects Editor, IOFM
www.iofm.com/conference-fall | 5
Wednesday, October 26 - Session Tracks
Thursday, October 278:00 am - 4:00 pm Post-Conference Full Day Programs – See page 3 of the brochure for more information.
9:00 am - 12:00 pm Post-Conference Half Day Morning Programs – See page 7 of the brochure for more information.
1:00 pm - 4:00 pm Post-Conference Half Day Afternoon Programs – See page 7 of the brochure for more information.
Procure-to-Pay Transformation Case
Study
Membership + AP & P2P Conference & Expo = 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, 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 you do.
BECOME A MEMBER WHEN YOU REGISTER
FOR THE CONFERENCE AND GE T INSTANT
SAVINGS!
6 | www.iofm.com/conference-fall
Nightly networking receptions
Fun freebies and giveaways for all
Complimentary drinks and refreshments at Margaritaville
during a special attendees only party on Tuesday night
Raffles and prizes
Professional head shots: Give your LinkedIn and professional
profiles an update!
MONDAY, OCTOBER 24 Pre-Conference
Morning Workshops | 9:00 am - 12:00 pm
} Form 1099 Bootcamp | Marianne Couch, JD, Principal,
COKALA Tax Information Reporting Solutions, LLC
} Fundamentals of AP Project Management | Steve Iannarone,
Senior Manager, Global Shared Services, Arthur J. Gallagher & Co.
Afternoon Workshops | 1:00 pm - 4:00 pm
} Designing and Implementing a P2P Shared Services Model Trey Robinson, Andy Flores, Brad DeMent; Partners, Scott Madden, Inc.
} How to Use Metrics, Surveys, and Benchmarking to Enhance and Manage Your Operations | Rob Rogers, Director of Editorial &
Certification Content, IOFM
THURSDAY, OCTOBER 27 Post-Conference
Morning Workshops | 9:00 am - 12:00 pm
} Sales & Use Tax Bootcamp | Diane Yetter, President, YETTER
} Managing Escheatment: Don’t Lose Sleep Over Unclaimed Property Law Compliance | Karen L. Anderson, JD, Vice President,
Reporting Compliance, Keane
Afternoon Workshops | 1:00 pm - 4:00 pm
} How to Use Metrics, Surveys, and Benchmarking to Enhance and Manage Your Operations | Rob Rogers, Director of Editorial
and Certification Content, IOFM
Pricing STANDARD RATE AFTER 8/19/2016
CONFERENCE PASS (Includes all sessions, meals and receptions from 4:15pm Monday, 10/24 - 2:30pm Wednesday, 10/26)
AP & P2P Network Members $1,395
Non-Members $1,695
VALUE PASS (Includes all of the above PLUS one Certification Class or Full Day Workshop)
AP & P2P Network Members $2,095
Non-Members $2,395
WORKSHOPS Half/Full Day DATE TIME PRICE
P2P Automation Masters Full Day October 24 8:00 am - 4:00 pm $795
Leading Strategies for Today’s Controller Full Day October 24 8:00 am - 4:00 pm $795
AP & P2P Women’s Summit Full Day October 24 8:00 am - 4:00 pm $795
IRS Regulation Bootcamp Full Day October 27 8:00 am - 4:00 pm $795
Form 1099 Bootcamp Half Day October 24 9:00 am - 12:00 pm $395
Fundamentals of AP Project Management Half Day October 24 9:00 am - 12:00 pm $395
How to Use Metrics, Surveys, and Benchmarking to Enhance and Manage Your Operations Half Day October 24 or 27 1:00 pm - 4:00 pm $395
Designing and Implementing a P2P Shared Services Model Half Day October 24 1:00 pm - 4:00 pm $395
Sales & Use Tax Bootcamp Half Day October 27 9:00 am - 12:00 pm $395
Managing Escheatment: Don’t Lose Sleep Over Unclaimed Property Law Compliance Half Day October 27 9:00 am - 12:00 pm $395
CERTIFICATIONS DATE TIME PRICE
Accounts Payable Certification Training October 24 8:00 am - 4:00 pm $795
Accounts Payable Certification Training October 27 8:00 am - 4:00 pm $795
Procure-to-Pay Certification Training October 27 8:00 am - 4:00 pm $795
Certified Professional Controller Training October 27 8:00 am - 4:00 pm $795
Half Day WorkshopsGet your in-depth education in one of these top notch half day programs. Space is limited.
YES! Register me for the AP & P2P Conference & Expo!
FRE
E w
ith the
Valu
e Pass!
FRE
E w
ith the
Valu
e Pass!
iofm.com/conference-fall 207-842-5557 customerservice@iofm.com3 EASY WAYS TO REGISTER:
Now including advanced content for P2P, Shared Services, & Controllers
iofm.com/conference-fall
207-842-5557
customerservice@iofm.com
3 EASY WAYS TO REGISTER:
There was a great variety of courses to choose from. I found the courses informative and the speakers very knowledgeable and open to discussion.”
This event gets better every year! I return to the office with new ideas and potential products to improve the productivity of our company.”
I loved the networking opportunities! They allowed for in-depth conversation with similar companies around relevant topics.”
FALL | October 24-26, 2016 Caesars Palace | Las Vegas
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