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www.iofm.com/conference | 207-842-5557 | [email protected] REGISTER BY DECEMBER 31 FOR THE LOWEST RATE! SILVER SPONSORS GOLD SPONSORS TITLE SPONSOR ©Disney SPRING May 23–25, 2016 Disney's Contemporary Resort ® | Walt Disney World ® , FL The connections that advance your career. The training that propels you forward. FEATURED SPEAKERS Angelica Hurtado AVP of Procurement Operations Voya Financial ® Rock Persaud, APM Director, Accounts Payable, Finance Take-Two Interactive Software Bethany M. Mezzadra, APM-D, MBA Director of Disbursements University of Maryland Medical System Dennis R. Cooper V.P., Accounts Payable Department PNC Financial Services Group Register By December 31, 2015 & SAVE $400

App2p Conference & Expo 2015 Brochure

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Page 1: App2p Conference & Expo 2015 Brochure

www.iofm.com/conference | 207-842-5557 | [email protected] BY DECEMBER 31 FOR THE LOWEST RATE!

SILVER SPONSORS

GOLD SPONSORS

TITLE SPONSOR

©D

isne

y

SPRING May 23–25, 2016Disney's Contemporary Resort® | Walt Disney World®, FL

The connections that advance your career. The training that propels you forward.

FEAT

URED

SPEA

KERS

Angelica Hurtado AVP of Procurement Operations

Voya Financial®

Rock Persaud, APM Director, Accounts Payable, Finance

Take-Two Interactive Software

Bethany M. Mezzadra, APM-D, MBA

Director of DisbursementsUniversity of Maryland Medical System

Dennis R. Cooper V.P., Accounts Payable DepartmentPNC Financial Services Group

Register By December 31, 2015 & SAVE $400

REGISTER BY DECEMBER 31 FOR THE LOWEST RATE!

Prefer to mail? Download a printable registration form from our website or request one via email at [email protected].

Page 2: App2p Conference & Expo 2015 Brochure

The most trusted certification program in Accounts Payable... and now in P2P.

PRE-CONFERENCE WORKSHOPS

Customize your conference experience. Dive deep into the topics that matter to you.

Pre-Conference: Full-Day Programs

MONDAY, MAY 23 ¡ 8:30 AM–4:30 PM

} Accounts Payable Certification Training PRESENTED BY: Pam Miller, Senior Trainer, IOFM

} Procure-to-Pay Certification Training PRESENTED BY: Judy Bicking, Senior Trainer, IOFM

} Certified Professional Controller Training PRESENTED BY: Chris Doxey, Trainer, IOFM

Pre-Conference: Morning Half-Day Programs

MONDAY, MAY 23 ¡ 9:00 AM–12:00 PM

} Form 1099 Bootcamp PRESENTED BY: Marianne Couch, JD, Principal, COKALA Tax Information Reporting Solutions, LLC

} How to Use Metrics, Surveys and Benchmarking to Enhance and Manage your OperationsPRESENTED BY: Jon Casher, President, Casher Associates, Inc.

} How to Create a Winning Automation Plan and Sell it to the C-SuitePRESENTED BY: Mark Brousseau, Special Projects Editor, IOFM; President, Brousseau & Associates

} Healthcare Procure-to-Pay: Rapid Changes, Unique ChallengesPRESENTED BY: Brian Rosenberg, CEO, The Rosenberg Group

Pre-Conference: Afternoon Half-Day Programs

MONDAY, MAY 23 ¡ 1PM-4PM

} AP & P2P Leaders Roundtable (Note: registration limited to 24 people)FACILITATED BY: Rob Rogers, Director, Membership & Certification Content

} Compliance Strategies: Form 1042-S and Foreign Vendor ReportingPRESENTED BY: Marianne Couch, JD, Principal, COKALA Tax Information Reporting Solutions, LLC

} How to Build a World-Class Shared Service OperationPRESENTED BY: Brian Rosenberg, CEO, The Rosenberg Group

} Sales and Use Tax: What You Need to Know to Manage Risk PRESENTED BY: Seth Bassingthwaite, CMI, Managing Principal, Southcrest Consulting LLC

Post-Conference: Full-Day Program

THURSDAY, MAY 26 ¡ 8:30AM-4:30PM

} Accounts Payable Certification Training Class & Exam PRESENTED BY: Pam Miller, Senior Trainer, IOFM

P2P Certification IOFM’s new P2P Certification is designed to equip procurement and payables leaders and practitioners to understand procure-to-pay: to think “end to end,” to analyze and redesign their processes, and to introduce and manage change. The P2P Certification Program provides critical guidance on the what and why of P2P, how to get there, and what tools are available to help. The certification demonstrates and recognizes procurement and payables leaders and practitioners who have successfully completed the program and become accredited as uniquely prepared to lead and manage a P2P process redesign and implementation, enabling organizations to realize the value in these essential processes.

Nervous about test-taking? Don’t sweat it! All of IOFM’s certification programs offer you ample time and resources to prepare. In addition to a full day of training, you’ll have online access to the program study guide, a training video, and up to three attempts to pass your exam.

AP Certification The APM and APS designations are globally recognized standards of excellence in the Accounts Payable 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 AP. Covering critical topics like internal controls, vendor relations, tax and regulatory compliance, T&E, and emerging technologies, the program is a must for anyone dedicated to a successful career in AP. Earning certification as an Accredited Payables Specialist (APS) or an Accredited Payables Manager (APM) signifies that an individual or department has demonstrated the depth of knowledge required to excel in today’s complex business environment.

NEW!

Page 3: App2p Conference & Expo 2015 Brochure

Two days. 50+ sessions. The training, innovation and insights you need to excel in AP & P2P.

CONFERENCE SESSIONS

} Latest 1099 Developments and Compliance Tips Marianne Couch, J.D., Principal, COKALA Tax Information Reporting Solutions, LLC

} Building a Best-in-Class “One-Touch” Customer Service Function Philip Thomas, Manager – Procure to Pay – America’s AP & Global Purchasing Operations, Celgene

} Abandoned and Unclaimed Property – What You Need to Know Heela Popal, Director, PwC

} Metrics for Measuring Success in Moving from a De-Centralized to Centralized Department Mary Courtright, APM, Accounts Payable Manager, City and County of Denver

} Maintaining Control of Employee Reimbursements Dolores Hildebrand, Assistant Director, Procurement and Supplier Diversity Services, University of Virginia

} Using Working Capital Strategies to Deliver High Value Tom Glassanos, President, Bavelos Group

} Case Study: Implementing Automation in a 100% Paper, De-centralized Environment Chirag Shah, Accounts Payable Manager, Sunrise Senior Living

} Managing the Invoice Process when Paper is Still King Pam Miller, Senior Trainer, IOFM

} Keep P2P Fraud at Bay with Fraud Detection Tools & TechniquesChris Doxey, Trainer, IOFM; Consultant, Doxey Inc.

} Buy Right, Pay Right: AP’s Vital Role in Procure-to-Pay Transformation and Working Capital ExcellenceChris Rauen, Business Network Evangelist, Ariba, an SAP Company

} Procure-to-Pay Automation: What’s Next Brian Rosenberg, Chief Executive Officer, The Rosenberg Group

} Driving Change and Creating Value When You’re Short-Staffed Michelle Beall, Payables and Corporate Operations Manager, Nexion Health Management, Inc.

} Recognizing Excellence: How to Motivate a Non-Engaged Team Bethany M. Mezzadra, APM-D, MBA, Director of Disbursements, University of Maryland Medical System

} Case Study: Maximizing Discounts by Implementing a Commercial Card Program at Dawn Food ProductsAaron Jones, APS, Accounts Payable Manager, Dawn Food Products, Inc.

} How to Clean Up Your Vendor Master File and Keep It Clean Jon Casher, President, Casher Associates, Inc.

} Solving Project-based Procurement, a Customer StoryBob Singh, Executive, Account Solutions, Canon Information & Imaging Solutions

} Developing P2P KPIs: What to Measure and How to Measure It Penny Weller, Ph.D., CMA, Global Business Services, North American Practice Lead, The Hackett Group

} Creating and Making Your AP Policies and Procedures Manual a Valuable ToolLinda Kenney, Accounts Payable Supervisor, Scottrade, Inc.

} STOP! Paying that $100 Invoice Could Cost your Organization Thousands in Fines!Pam Miller, Senior Trainer, IOFM

} Key Metrics and Benchmarks to Optimize AP & P2PJudy Bicking, Senior Trainer, IOFM and Rob Rogers, Director, Membership & Certification Content

} Sales & Use Tax in DepthSeth Bassingthwaite, CMI, Managing Principal, Southcrest Consulting LLC

} Going from Good to GreatDennis R. Cooper, V.P. Accounts Payable, PNC Financial Services Group

Panel SessionsLively discussion. Real-world experience.

} AP Best Practices in Colleges & Universities

} Effectively Managing Multiple Generations

} How to Keep your AP Automation Business Case out of a Ditch

} Procure-to-Pay Automation: What's Next

} Managing Staff across Multiple Geographies

Presented by:AP and P2P all-stars from leading organizations, including:

Americold | Carters | University of Virginia | Celgene | Televisa | Sunrise Senior Living | City and County of Denver| Scottrade | Crescent Crown Distributing | Dawn Food Products, Inc. | Nexion Health Management, Inc. | Prairie A&M University | University of Maryland Medical System | Take-Two Interactive Software | PNC Financial Services Group | VSP | Graphic Packaging International

I always walk away with new ideas to implement for our company.”

— Tracy King, Accounts Payable Manager, Complete Energy Services“

Page 4: App2p Conference & Expo 2015 Brochure

www.iofm.com/conference | 207-842-5557 | [email protected]

PRICING SUPER SAVER RATEBY 12/31/2015

EARLY BIRD RATEBY 3/18/2016

STANDARD RATEAFTER 3/18/2016

AP & P2P Conference & Expo (includes reception on May 23 and main conference sessions May 24-25)

AP & P2P Network Members $995 SAVE $400! $1,195 $1,395

Non-Members $1,295 SAVE $400! $1,495 $1,695

Value Pass: Conference PLUS Full-Day Certification Class (choose AP, P2P or Controller)

AP & P2P Network Members $1,595 SAVE $595! $1,795 $2,090

Non-Members $1,895 SAVE $595! $2,095 $2,390

Pre-Conference Workshops (May 23) Time Price

How to Use Metrics, Surveys and Benchmarking to Enhance and Manage your Operations

9am–12pm $395

How to Create a Winning Automation Plan and Sell it to the C-Suite 9am–12pm $395

Form 1099 Bootcamp 9am–12pm $395

Healthcare Procure-to-Pay: Rapid Changes, Unique Challenges 9am–12pm $395

Sales and Use Tax: What You Need to Know to Manage Risk 1pm–4pm $395

Compliance Strategies: Form 1042-S and Foreign Vendor Reporting 1pm–4pm $395

How to Build a World-Class Shared Service Operation 1pm–4pm $395

AP & P2P Leaders Roundtable (Note: registration limited to 24 people) 1pm–4pm $495

YES! Register me for AP & P2P Conference & Expo.

SPRING May 23–25, 2016Disney's Contemporary Resort® | Walt Disney World®, FL

REGISTER BY DECEMBER 31 FOR THE LOWEST RATE! www.iofm.com/conference 207-842-5557 [email protected]

Prefer to mail? Download a printable registration form from our website or request one via email at [email protected].

Hotel Information Disney’s Contemporary Resort Exclusive attendee rate: $208/nightWhile room allotment lasts. Book early for best availability.

This ultra-modern Disney Resort features white-sand beaches, spectacular views, dazzling pools — and Disney’s famous monorail running right through the iconic A-frame tower! The gate of the Magic Kingdom is just a short walk away, and the monorail can whisk you to any other Disney park.

} Connections:• Nightly networking receptions with exciting activities (get a free professional headshot!) and

prizes (complete the Passport and be in the drawing for dozens of great gifts)

• Discussion and networking groups organized by industry, company size, ERP system and more

• Talk to some of the leading innovators in AP & P2P technology and see their services

} Tons of fun:• A Certification Celebration for all who have earned certification from IOFM

• Fun freebies and giveaways for all (and something special just for members!)

• Special rates on Disney park passes

Much more!

Membership saves you… in more ways than one!Membership to the AP & P2P Network saves you $300 on your conference registration. Membership also saves you time, money and headaches all year long. Haven’t joined yet? Become a member when you register and get instant savings!

Education is important… but it’s only the beginning. The AP & P2P Conference & Expo offers opportunities you just can’t get from behind your desk, including: