AP Conference Brochure 2015

Save up to $200Register by March 13!

Essential learning plus on-site certification

Valuable networking and real-world cases

Latest strategies forregulatory compliance

Smart solutions for efficiency, cost savings

May 18-20, 2015Disney’s Yacht & Beach Club Resorts® Walt Disney World® Resort, FL

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Register Nowwww.IOFM.com/conference

(207) 842-5627

Title Sponsor

Don’t miss the largest, most comprehensive

event dedicated to Accounts Payable!

Gold Sponsors

g lobalVCardp a y s y s t e m s

®

©Disney

Dear Colleagues,

In this new era of maximizing staff and technology, your organization looks to you for efficiency and reduced costs in Accounts Payable.

Register now for the spring IOFM AP & P2P Conference & Expo, May 18-20 at Disney’s Yacht & Beach Club Resorts® at Walt Disney World® Resort. It’s the best training value around for AP professionals looking to solve their toughest challenges.

We’ve packed the program with 3 days of nonstop learning, networking and motivation into:

• Four Conference Tracks with 50+ on-target learning opportunities

• Inspiring, motivating, and humorous keynotes

• Career advancement by earning valuable CPE and CEU credits

• Meet-and-Mingle Meals

• IOFM’s Exclusive AP Peer Networking Roundtables

• Networking receptions, optional certification training/testing, workshops, and much more!

Plus, you’ll enjoy affordable room rates and premier facilities at Disney’s Yacht & Beach Club Resorts® in Walt Disney World® Resort, Florida. Book now at www.IOFM.com/hotel.

The AP & P2P Conference & Expo is an important investment in your training and development that will come back to you and your company in the form of higher productivity, new skills, fresh ideas, and proven solutions.

I look forward to meeting you at your most important conference and expo of the year!

Sincerely,

RD Whitney Executive Director, IOFM

P.S. If you haven’t already, join The Accounts Payable Network (TAPN). Like thousands of your peers who are already members, you’ll get access to this one-stop educational resource for everything you need to excel in your AP position. Plus you’ll save up to $400 on your Conference registration.

Get solutions and expertise to:

• Increase productivity

• Take advantage of emerging technologies

• Improve your department’s operations and value

Overall great value and very informative. Well worth the time and money.”Tony Grayson, Director of Disbursements Vanderbilt University

“

Register now:www.IOFM.com/conferenceContact Gail Robinson at (207) 842-5627

Network and

share best practices

with your peers. Discover

how other organizations

improve processes, stay

compliant with govern-

ment regulations, and

strengthen their teams.

Solutions & expertise

Join hundreds

of motivated accounts

payable professionals

from across the country

looking for practical

strategies to improve

efficiency and solutions

to the toughest challenges

in AP.


SPRING

For business efficiency and cost savings:

• Determine ways to increase staff productivity with automation and/or process improvement

• Discover new tools and technologies best suited for you and your department

• Profit from unique access to top AP consultants, thought leaders and corporate practitioners

• Master unique cost savings opportunities to take back to management

• Gain access to proven new strategies for developing your AP department

• Learn how to develop P2P and shared services

• Deliver the measurable results that your senior management is demanding

Keynotes share eye-opening insights

Hear from these top organizations

Home DepotAmerican Express Mayo ClinicAflacJetBlue

Cerberus Capital Management Lockheed MartinOmnicareDiscovery CommunicationsMcDonalds

Federal ExpressCOKALAand more!

Don’t miss best practices and practical case studies from:

WHO SHOULD ATTENDThe AP & P2P Conference & Expo will bring together accounts payable executives, leadership and their teams, including:

Accounting/Administrator/ Associate/Specialist/Clerk

Accounting Analyst

Accounting Manager

Accounting Director

Accounting Operations Manager

Accounts Payable Coordinator/Lead Accounts Payable Director/Manager/ Supervisor

Controller

CFO

Compliance Officer

Director, Procure to Pay

Director of Shared Services

Director, Global Disbursements

eCommerce Specialist

Financial Operations Manager

Fiscal Supervisor

Payable Specialist

Payroll & Disbursements

President/Principal/CEO/COO

Procurement Manager/ Specialist/Director

Treasury Manager

Vice President of Finance

For your professional advancement:

• Get Certified! Join the exclusive group of accredited AP professionals whose skills are recognized and acknowledged

• Demonstrate you are committed to mastering your profession

• Capitalize on opportunities to network with peers and learn solutions that have worked for other organizations

• Discover new AP policies that you can put to work quickly

• Gain insight as to how other AP departments are preventing fraud

• Stay in compliance with Form 1099 and other tax and regulatory requirements

The AP & P2P Conference & Expo will greatly benefit both you and your organization. After three days of intense learning and networking, you will return to your manage-ment and staff equipped with new knowledge and skills essential for achieving key business and professional goals.

“It’s SHOWTIME…and Life Isn’t a Dress Rehearsal”Jon PetzComedian, Author,Former Corporate Executive

It’s time to make a true impact—at work and in the lives of others —rather than simply meeting expectations.

Get knowledge and skills to achieve more

“Time Management Strategies for AP and P2P Leaders” Debbie Rich-WalkerSenior Finance Manager The Home Depot

Learn hard-earned secrets from a dynamic leader who transformed P2P at the world’s largest home improvement retailer.

© 2015 Diversified Communications. All rights reserved. Printed in USA. All trademarks are property of their respective owners. Conference programs and speakers subject to change.

11:30 AM - 12:20 PM

Managing Invoice Processing in the Not Yet Totally Paperless AP DepartmentPam Miller, APM with distinction, Education Director, AP Certification Programs and Editor-in-Chief, AP Publication Institute of Finance & Management (IOFM)

Working Capital Strategies Can Deliver High Value Tom Glassanos, President Bavelos Group

2:00 - 2:50 PM How to Plan and Prioritize Process ImprovementsTina McGlasson, Director of AP Omnicare

1099 Tax Reporting Update Marianne Couch, JD, Principal COKALA Tax Information Reporting Solutions, LLC

3:00 - 3:50 PM Managing a Vendor Base Tammie Norman, Director of Accounts PayableDiscovery Communications

The Ultimate Transition— Evolving the AP Department Ashley Ilderton, AP Manager The Fresh Market

4:30 - 5:20 PM AP & Purchasing: Strategies to Increase Efficiency Penny S. Weller, PhD, CMA, Global Business Services North American Practice Lead, The Hackett Group

Building a Continuous Improvement Culture in Your Organization Tami Martin and Anitra Ransom, Senior Accounting Managers McDonald’s Corporation

9:30 - 10:20 AM How To Maximize DiscountsJoni Geurts, Manager of Accounts Payable JetBlue

1099 Tax Reporting UpdateMarianne Couch, JD, PrincipalCOKALA Tax Information Reporting Solutions, LLC

1:30 - 2:20 PM Fraud Prevention in P2P Pam Miller, APM with distinction, Education Director, AP Certification Programs and Editor-in-Chief, AP Publication Institute of Finance & Management (IOFM)

How to Effectively Manage Unclaimed Property Compliance (and Smile While Doing It!) Karen Anderson, Senior Vice President Compliance, Unclaimed Property Recovery and Reporting, LLC

2:40 - 3:30 PM Documenting Policies & ProceduresDebra L. Nielsen, CAPP, APM, Accounts Payable Manager HearUSA, a Siemens Company

Improve the Customer Experience for Employee Reimbursements Brondelyn McGee-Jellow, Manager Disbursement Shared Services, Federal Express Corporation

TuesdayMay 19

WednesdayMay 20

Track AAP University™

Wouldn’t it be great to have a university totally dedicated to accounts payable topics? That’s the AP University Track! Pick basic accounts payable sessions, such as invoice processing, or sessions with focused topics, such as fraud prevention or dealing with Purchasing.

Track BOperations and ComplianceYour AP operation is constantly being challenged, by management and by federal and state governments’ new tax rules. This track will update you on the latest develop-ments, strategies and solutions.

Four tracks cover vital topicsTracks We encourage you customize your training to address your specific learning needs by attending any session from any track. For complete information on tracks and to view detailed session descriptions, go to www.IOFM.com/conference.

I was in need of some inspiration and I got it! So many knowledgeable and friendly people were willing to share ideas.” Sue Blazzard, AP Manager, Washington Co. School District

“

IOFM AP & P2P Conference & Expo features 50+ training sessions in 4 tracks, Keynotes, peer networking roundtables, Meet ‘n’ Mingle meals, certification training and testing options, and much more! Go to www.iofm.com/agenda/full-agenda for the full program and daily agendas.

Conference program subject to change. Please check www.iofm/conference for updates.

11:30 AM - 12:20 PM

Managing Invoice Processing in the Not Yet Totally Paperless AP DepartmentPam Miller, APM with distinction, Education Director, AP Certification Programs and Editor-in-Chief, AP Publication Institute of Finance & Management (IOFM)

Working Capital Strategies Can Deliver High Value Tom Glassanos, President Bavelos Group

2:00 - 2:50 PM How to Plan and Prioritize Process ImprovementsTina McGlasson, Director of AP Omnicare

1099 Tax Reporting Update Marianne Couch, JD, Principal COKALA Tax Information Reporting Solutions, LLC

3:00 - 3:50 PM Managing a Vendor Base Tammie Norman, Director of Accounts PayableDiscovery Communications

The Ultimate Transition— Evolving the AP Department Ashley Ilderton, AP Manager The Fresh Market

4:30 - 5:20 PM AP & Purchasing: Strategies to Increase Efficiency Penny S. Weller, PhD, CMA, Global Business Services North American Practice Lead, The Hackett Group

Building a Continuous Improvement Culture in Your Organization Tami Martin and Anitra Ransom, Senior Accounting Managers McDonald’s Corporation

9:30 - 10:20 AM How To Maximize DiscountsJoni Geurts, Manager of Accounts Payable JetBlue

1099 Tax Reporting UpdateMarianne Couch, JD, PrincipalCOKALA Tax Information Reporting Solutions, LLC

1:30 - 2:20 PM Fraud Prevention in P2P Pam Miller, APM with distinction, Education Director, AP Certification Programs and Editor-in-Chief, AP Publication Institute of Finance & Management (IOFM)

How to Effectively Manage Unclaimed Property Compliance (and Smile While Doing It!) Karen Anderson, Senior Vice President Compliance, Unclaimed Property Recovery and Reporting, LLC

2:40 - 3:30 PM Documenting Policies & ProceduresDebra L. Nielsen, CAPP, APM, Accounts Payable Manager HearUSA, a Siemens Company

Improve the Customer Experience for Employee Reimbursements Brondelyn McGee-Jellow, Manager Disbursement Shared Services, Federal Express Corporation

How Aflac Made Existing Software Work When Budgets Were Tight Julie Knisley, AP Manager Aflac

5 Strategies to Improve Touchless Processing and Supplier Information —Tradeshift

Payment Networks: The Cure to ACH Pain Points—Bottomline

Your Role in the Coming Revolution Henry Ijams, APM, Managing Director PayStream Advisors

Learn How to Build and Manage a Successful Payments Program—NVoicePay

Creating a Paperless and Profitable AP Department Using AP Automation —Commerce Bank

Metrics, Benchmarks, Then AutomationJudy Bicking, Former Head of APJohnson & Johnson

Just the Facts: How to Get an A+ on the “Choosing an AP Automation Solution” Exam—Corcentric

AP Automation Is More Than Just Automating Invoices – A Case Study—Perceptive Software

Mining ‘Big Data’ in Accounts Payable and Supply ChainErich R. Heneke, Senior Manager - Supplier, Risk Management, Finance, Audit, and Controls, Mayo Clinic

How to Modernize Your Payables Process to Add Millions to Your Bottom Line—Taulia

Transforming AP Through Automation Brandi Crouch, Sr. Manager, Cash Management Solutions Enterprise Business Services, Financial ServiceLockheed Martin Corporation

Network-Centric Payables: Elevating AP to a Strategic Business Function—AribaThe Role of Payments in the Connected Commerce Ecosystem—American Express

Developing an AP Infrastructure Steve Kimick, Manager, Accounts Payable Cerberus Capital Management

Automating AP: A Take-Two Interactive Software Success Story—Basware

Case Study: Successful Implementation of a Commercial Card Program Johanna Sullivan, Senior Manager, Accounting, GSC Finance Damaris Rodriquez, Corporate AP Manager, HD Supply

Simplified End to End Invoice Process Auto-mation: “Invoice to Check”—ProConversions

Making the Grade: Evaluating and Imple-menting Invoice Automation within the Higher Education Sector—PNC

Track CWhat’s Working in Automation?You can spend too much time and too many resources planning, selecting, acquiring and implementing new systems and software. Learn how top organizations have made their tough choices in automation.

Track DSolution ProviderOur exhibitors include top technology vendors, consultants, regulatory experts and other firms that provide services to help you. Tap their expertise in their specialized fields to help you save time and money. Choose one topic per time block.

The Accounts Payable Network (TAPN) is the world’s largest AP-focused organization. It is now a vital part of the Institute of Finance & Management (IOFM) family.

Plus: riveting keynotes, workshops, certification classes, networking receptions, exhibits, and much more!

This conference gets better every year.” Carla Martinez, AP Supervisor ARRAY Biopharm

“


SPRING

Register now: www.IOFM.com/conferenceContact Gail Robinson at (207) 842-5627

Pre-Conference Workshops, May 18Full Day9:00 AM - 4:00 PM

Emerging Topics in Accounts Payable at Colleges & UniversitiesKerry Schmidt , APM with distinctionDirector of Accounting Operations, University of Louisville

Half Day9:00 AM-12:00 PM

Best Strategies for Developing a Top AP Automation PlanHenry Ijams, APM, Managing Director, PayStream Advisors

Detecting and Preventing Accounts Payable Fraud Chris Doxey, CAPP, CCSA, CISA, Executive Director IOFM’s Controller’s Certification Program

Best Practices in P2P Development Jon Casher, Casher Associates

Half Day1:00 - 4:00 PM

AP Planning & Leadership for a Changing Business EnvironmentPenny S. Weller,PhD, CMA, Global Business Services, North American Practice Lead, The Hackett Group

Getting the Most Payback from Your P-Card ProgramChris Doxey, CAPP, CCSA, CISA, Executive Director IOFM’s Controller’s Certification Program

How to Conduct an AP Process ReviewJon Casher, Casher Associates

Compliance Strategies: Form 1042 S and Foreign Vendor ReportingMarianne Couch,JD, PrincipalCOKALA Tax Information Reporting Solutions, LLC

4:30 - 5:30 PM BONUS Solution Provider Sessions Three Techniques to Optimize AP Processing with Microsoft—KnowledgeLake and SharePoint

The Future of Corporate Payments: Understand What’s Coming and What’s Next—CSIMastercard/globalVcard

“I strongly suggest that anyone who is an AP Professional take the [IOFM/TAPN] test and become certified. Certification helps support the level of expertise that is required to be an AP professional in today’s workplace.” Rachel C. Wilson, APS, Sandia National Labs

Workshops & Certification

Pre-Conference and Post-Conference Certifications and Exams, May 18 and May 218:30 AM - 2:45 PM Accounts Payable Certification Training Class

Pam Miller, APM with distinction, Education Director AP Certification Programs and Editor-in-Chief, AP Publication Institute of Finance & Management (IOFM)

CPRS/Form 1099 Certification Training Class Marianne Couch, JD, Principal COKALA Tax Information Reporting Solutions, LLC

3:00 - 4:30 PM AP Certification Exam (optional)

1099 Certification Exam (optional)

Target your interests at WorkshopsWorkshops optimize your conference experience, offering focused sessions targeting the topics that matter most to you and your organization. Learn in an intimate, interactive environment from some of the top AP practitioners and experts in the field today. Workshops fill fast! Reserve early for best availability.

Get certified on-siteAdd three letters after your name – APS or APM – and boost your career to the next level! Research shows that on average, salaries for certified AP professionals are 10-14% higher than those who are not certified. Accredited AP Directors can see salaries 20% higher.

Earning AP Certification at the AP & P2P Conference & Expo is a great way to make the most of your conference experience. Take the exam on-site at the conclusion of your class, or online at a later date if you choose.

FREE Bonus Sessions!

Spring Conference

Feel the Disney MagicDisney’s Yacht Club Resort®1700 Epcot Resorts BoulevardLake Buena Vista, FloridaExclusive Room Rate $199

To reserve a room at this rate, go to www.iofm.com/hotel or call (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, Magic Kingdom® Park, Epcot®, Disney’s Typhoon Lagoon Water Park or Disney’s Boardwalk Entertainment District—the possibilities are endless.

Between sessions, catch up on email in one of the functional meeting spaces with complimentary wifi.

Cancellation Policy: If you are unable to attend for any reason, please inform us in writing prior to April 18, 2015 for a full refund. If you cancel after April 18, 2015, you may request a courtesy transfer to use at any IOFM event of equal or lesser value, to be used within one year of the date of your originally scheduled event.

Member $1,195 $1,095

Nonmember $1,595 $1,395

Workshops $ 395

AP Certification $ 795

1099 Certification $ 795

Early Bird Regular Hurry! Register before March 13 for Early Bird Pricing!

Join IOFM’sAccounts Payable Network for discounts and valuable resources. Go to www.TAPN.com and click “Join Today.”

I really enjoyed all of the sessions and opportunities to speak with others about their experiences.” Mike Albano, Accounts Payable, American Red Cross

“


SPRING

©Disney


Save up to $200Register by March 13 to get Early Bird savings on the largest, most comprehensive event dedicated to Accounts Payable!

Education. Inspiration. Certification.

Silver Sponsors

IOFM AP & P2P Conference & Expo, May 18-20, Walt Disney World® Resort

A event


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Documents

AP Conference Brochure 2015