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GOLD SPONSORS:
TITLE SPONSOR:
REGISTER BY MARCH 17, 2017 AND SAVE UP TO $300:l iofm.com/ar-conference
l 207-842-5557 l [email protected]
Produced in association with :
May 10-12, 2017 Disney’s Yacht & Beach Club Resort®
Lake Buena Vista, FL
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!
2 iofm.com/ar-conference • 207-842-5557 • [email protected]
STRATEGIES, TOOLS, AND CONNECTIONS that’ll benefit receivables professionals of all levels:
• 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
• Shared Services Manager
• Treasury Analyst
• VP, Global Business Services
• VP, Order-to-Cash
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
EXCLUSIVE ATTENDEE RATE: $219 per night + taxes if reserved by April 14.
BOOK EARLY FOR BEST AVAILABILITY AT: iofm.com/ar-conference/venue
800-803-5804
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.
REGISTER BY MARCH 17 AND SAVE UP TO $300 OFF
THE DOOR PRICE! iofm.com/ar-conference
(207) 842-5557 [email protected]
VENUEDisney’s Yacht & Beach Club Resorts®
1700 EPCOT RESORTS BOULEVARD
LAKE BUENA VISTA, FLORIDA
“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 RileyAccounts Receivable Supervisor, Snelson Companies, Inc.
3 iofm.com/ar-conference • 207-842-5557 • [email protected]
Join the community of nearly 20,000 financial operations professionals worldwide who have earned certification through IOFM.
Accounts Receivable Certification TrainingPresented by: Pam Miller, Senior Trainer, IOFM
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.
Order-to-Cash Certification TrainingPresented by: John Salek, Vice President, Order-to-Cash, Genpact
WEDNESDAY, MAY 10 | 8:00AM – 4:00PM
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.
CERTIFICATIONS
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.
NOMINATION DEADLINE: MARCH 17, 2017 • MAKE YOUR NOMINATIONS AT: IOFM.COM/SPOTLIGHT-AWARDS
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
IOFM SPOTLIGHT AWARDSDoes your Manager or Director demonstrate outstanding, inspirational leadership?
Has your department gone above and beyond to improve process and implement best practices?
Earn your certification for FREE by registering before March 17 with promo code FREECERT
“The whole 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 VillalobosAR Manager, SunOpta
4 iofm.com/ar-conference • 207-842-5557 • [email protected]
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
CONFERENCE AGENDA
Agenda continued top of next page
Agenda subject to change.
THURSDAY, MAY 11 THURSDAY, MAY 118:10am - 9:15am 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
9:30am - 10:30am
Panel: How to Get the Biggest Bang for Your Automation Buck! Moderator: Mark Brousseau, Special Projects Editor, IOFM
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
11:15am - 12:15pm
Aligning Corporate and Order-to-Cash Strategies For Success – John Salek, Vice President - Order-to-Cash, Genpact
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
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
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
2:40pm - 3:40pm
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
5 iofm.com/ar-conference • 207-842-5557 • [email protected]
CONFERENCE AGENDA
“The multiple tracks were very
helpful in determining which sessions to
attend.“
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
8:15am - 9:15am
Shared Services – From Resistance to Respect – Beata Stanek, Senior Manager, Shared Services, Votorantim Cimentos
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
9:30am - 10:30am
Building a Great Team Through Engagement – Jason Rupaka, ARM, Accounts Receivable Manager, Foley Services
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
11:15am - 12:15pm
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
Credit & Collections
Decentralized Departments
Centralized Departments
Order-to-Cash Strategies
PEER-TO-PEER ROUNDTABLESOne of the most popular features of every conference! Wednesday, May 10 • 4:00pm - 6:00pm Thursday, May 11 • 4:15pm - 5:15pm
ROUNDTABLE TOPICS INCLUDE:Exchange ideas and share experiences and solutions with AR, credit, & collections professionals in your industry or similar department size.
6 iofm.com/ar-conference • 207-842-5557 • [email protected]
l Nightly networking receptions
l Giveaways, raffles, & prizes
l Professional head shots: give your LinkedIn and professional profiles an update!
l Special rates on Disney park passes
KEYNOTE PRESENTATION
THURSDAY, MAY 11 8:15am - 9:15am
It’s Showtime! Own the Moment When Your Spotlight ShinesJON 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.
LEAVE SOME TIME FOR FUN!
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.
MEMBERSHIP TO THE AR & O2C NETWORK SAVES YOU $300 ON YOUR CONFERENCE REGISTRATION.
MEMBERSHIP + A R & O2C CONFERENCE =
THE PERFECT MATCH!
aro2c.com
7 iofm.com/ar-conference • 207-842-5557 • [email protected]
FULL DAY WORKSHOP 8:00am – 4:00pm FREE WITH VALUE PASS!
Women’s Summit: Career Advancement and Personal Empowerment for Women WORKSHOP CHAIR: Judy Bicking, Senior Trainer, IOFM
MORNING WORKSHOPS 9:00am – 12:00pm
Key Strategies for Building and Retaining a High Performance Team Dick Finnegan, Speaker, Author, & CEO, C-Suite Analytics
How to Prepare Excel Data Without Formulas or Macros Jeff Lenning, Microsoft Certified Trainer, Excel University
Sales Tax 101: What You Need to Know Diane Yetter, President, YETTER
AFTERNOON WORKSHOPS 1:00pm – 4:00pm
Step-by-Step: The Keys to Creating and Implementing a Winning Automation Plan Mark Brousseau, Special Projects Editor, IOFM
Measuring for Value Jess Scheer, Continuing Education Manager, IOFM
PRICING EARLY BIRD RATEEXPIRES 3/17/17
STANDARD RATEAFTER 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
VALUE PASS (includes all of the above PLUS one Full Day Workshop)
AR & O2C Network Members $1,795 (SAVE $300!) $2,095
Non-Members $2,095 (SAVE $300!) $2,395
WORKSHOPS 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
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
WORKSHOPS
YES! PLEASE REGISTER ME FOR THE AR & O2C CONFERENCE!
WEDNESDAY, MAY 10
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!
FREE WITH
VALUE PASS!
FREE WITH
VALUE PASS!
Institute of Finance & Management 121 Free Street Portland, ME 04101
Register by March 17 & save up to $300 off the door price! • iofm.com/ar-conference • 207-842-5557 • [email protected]
REGISTER BY MARCH 17, 2017 SAVE UP TO $300
“I particularly enjoyed the peer-to-
peer roundtables. I plan on keeping in touch as we all were experiencing some of the same challenges and
opportunities.“
Matthew NelsonDirector, Client Services, Kforce Professional Staffing
Register by March 17 & save up to $300 off the door price! • iofm.com/ar-conference • 207-842-5557 • [email protected]
The connections that advance your career.
The training that propels you forward.
“The mix of panelists, from banks to service
providers to clients, is very beneficial.“
Jason ReevesLockbox 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 KamerlingAccounts Payable Manager, ArcBest Enterprise Solutions
May 10-12, 2017 Disney’s Yacht & Beach Club Resort®
Lake Buena Vista, FL