IOFM 2022 Media Kit

2022

MEDIA KIT Connecting Solution Providers with Key Decision Makers, Purchasers, and Influencers in: ACCOUNTS PAYABLE ACCOUNTS RECEIVABLE BILLING CREDIT & COLLECTIONS DISBURSEMENTS FRAUD PREVENTION ORDER-TO-CASH PROCURE-TO-PAY

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Message From EXECUTIVE DIRECTOR, IOFM Dear Colleague: On behalf of our entire team, thank you for considering partnering with IOFM to achieve your business goals in 2022. The last year has been an exciting one. Our community of financial operations professionals continues to grow, and we have been so pleased to return to in-person events, hosting our first APP2P Conference & Expo in over 16 months at the end of August, and the Fall edition of the event in November.

As we look ahead to 2022, we will maintain our commitment to provide valuable training and education to financial operations practitioners and solution providers alike. And we will continue to offer both virtual and in-person events, facilitating the business connections that drive success and efficiency. As always, we strive to innovate and you will find evidence of that in this year’s Media Kit. Our strongest relationships with solution providers have developed as a result of our goal to build long term, sustained partnerships. Put simply, we aspire to be an extension of your business. We embrace the fact that our position as thought leaders and subject matter experts in the financial operations community is one we earn. Our goal is to maintain and grow that position.

As always, I look forward to hearing from you and appreciate the opportunity to be a trusted partner for you andyour business.

Josh Barrett Executive Director, IOFM

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About the INSTITUTE OF FINANCE & MANAGEMENT

Your Success is Our Business.

Financial operations professionals are facing mounting pressures to improve their performance. Add to that the unprecedented 2020 pandemic and the significant impact on the economy and business as a whole. To meet operational and strategic goals, cash must be paid and collected faster – and more accurately. Compliance regulations are continually changing – and the fines are increasing. And threats of fraud and abuse are ever present.

Despite these challenges, there are few reliable, independent, and comprehensive resources to turn to for help. That’s why IOFM exists.

Our community of more than 35,000 financial operations professionals are constantly looking for solutions, services and resources to do their jobs with increased confidence, improved productivity, and greater efficiency. Continue reading to learn more about how you can access our audience of influencers and decision makers in AP and AR.

CONTACT SALES TO DISCUSS HOW IOFM CAN HELP YOU ACHIEVE

TABLE OF CONTENTS

Continue reading to learn how we can help grow your business with the following solutions: Institute of Finance & Management..... 3 IOFM Audience............................................... 4 IOFM Thought Leadership......................... 6 Premier Events for Financial Operations Professionals........................... 9 IOFM's Premier Virtual Events...............10 Training and Education for Solution consultants.................................. 12

YOUR BUSINESS GOALS THIS YEAR

Gordon Bivens Senior Account Manager gbivens@divcom.com 207-842-5668

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About the IOFM AUDIENCE The IOFM audience is driven by enormous pressures to discern which solutions and services will lead to increased efficiency, productivity, and compliance; and, in turn, which best practices can help transform their department into a profit center for their organization.

BY ANNUAL REVENUE 7%

5%

9%

$10 Million - $49.9 Million

BY AP DEPARTMENT SET UP

Under $5 Million

75%

Centralized

$5 Million - $9.9 Million

11%

$50 Million - $199.9 Million

10%

11%

$500 Million - $999.9 Million

29%

17%

Part of a Shared Services Organization

16%

$200 Million - $499.9 Million

$1 Billion - $5 Billion

6%

Decentralized on a Common System

4%

Decentralized on Different Systems

$5 Billion+

BY TITLE: AP/P2P

BY TITLE: AR, CREDIT, & COLLECTIONS

26%

22%

22%

AP Supervisor

AP Manager

AP Director

10%

8%

7%

Director/Mgr/ Director/VP Accounting Shared Services Supervisor VP P2P

5%

AP Misc.

36%

31%

22%

Supervisor/ Manager

Specialists & AR Misc.

Director/VP

9%

2%

Controllers Shared Services Directors & Managers

*Data based on attendee survey results from the Accounts Payable and Procure-to-Pay Conferences, May and October 2019, and August 2021.

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About the IOFM AUDIENCE

BY NUMBER OF AP OR AR EMPLOYEES

BY INDUSTRY

4% 12%

Education

12% Financial Services (Banking, Insurance, etc.)

11% Healthcare

14%

25%

30% 5 - 10

11% Other 10% Retail/Wholesale

25% Fewer than 5

26% 11 - 25 26%

14% 26 - 50 30%

10% Manufacturing

4%

51 +

6% Technology 5%

Public Sector

5%

Non-profit (excludes Education/Government)

5%

Energy

3% Professional Services (Consulting/Legal/Accounting)

BY ERP SYSTEM

3% Utilities Transportation 2%

1%

2%

29% Oracle

4% 4%

22% SAP

Consumer Packaged Goods 2%

1%

Communications/Media

1%

Telecommunications

29%

14%

22%

14% Microsoft 4%

Lawson

4%

Sage

2%

NetSuite

1%

Deltek

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Opportunities with IOFM THOUGHT LEADERSHIP Sponsored Webinars / $10,500 (6 weeks lead time required) Communicate directly with financial operations professionals in real time right from your office with sponsored webinars produced by IOFM. IOFM will handle all the logistics and marketing for you – leveraging a team of seasoned professionals, reliable technology, and a vast community of financial operations professionals.

COLLABORATION

• Choose your presenter or Subject Matter

Expert (SME), either through a client of your organization, or with IOFM’s team of experts.

PROMOTION

PRESENTATION

• IOFM will market your sponsored webinar

• You’ll connect with your audience during

• The on-demand recording will remain

• Full contact information, including attendee

to a target audience of relevant financial operations professionals via emails and digital promotions.

available for a minimum of three months.

There is no lead guarantee with IOFM webinars.

a 60-minute co-branded live presentation followed by an on-demand recording produced and hosted by IOFM*.

demographics, will be provided to the sponsor upon completion of the live webinar.

*If a 2nd recording is required, through no fault of IOFM, the sponsor will pay an additional recording fee of $3,000

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Opportunities with IOFM THOUGHT LEADERSHIP Sponsored White Papers / $14,000 (8 weeks lead time required) Sponsored white papers from IOFM are effective tools for building your brand’s reputation and credibility toward achieving the coveted status of industry thought leader.

COLLABORATION

• Benefit from IOFM's established credibility

within the financial operations community with co-branded sponsored white papers that include your brand’s logo and company description.

PROMOTION

• IOFM will market your sponsored white

paper to a target audience of relevant AP or AR professionals via emails and digital promotions.

• You will also have the opportunity to include

a one page (500 word) Sponsor Perspective to provide your take on the subject and connect the dots.

PUBLICATION

• Enlighten your prospects on the latest trends and technology in financial operations with a co-branded white paper published in an accessible PDF format.

• Sponsored white papers include 4-6 pages

of written content and 6-10 graphics based on IOFM’s knowledge of the selected topic (typically automation-focused).

• Content may include case studies or content

from the sponsor, and IOFM data if applicable.

• As the white paper sponsor you will also have * If additional revisions are required the sponsor will be billed at an hourly rate of $95 per hour.

unlimited rights to distribute the document throughout your organization, as well as to your customer/prospect base.

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Opportunities with IOFM THOUGHT LEADERSHIP IOFM Sponsored Surveys Unprecedented change demands that organizations find new ways to compete and innovate. IOFM collaborates with solution and service providers and enduser organizations to offer insights into their complex industry challenges and opportunities to optimize, grow, and protect their business.

IOFM is a leader in producing surveys for sponsors that provide valuable insights into their customers’ needs, as well as adding value for the survey participants by giving them important benchmarking insights based on the data.

IOFM has built multiple surveys on a broad range of topics so that customers can sponsor one that best matches their business objectives. The sponsor may add five custom questions to the survey that they choose.

IOFM will distribute the survey to its audience and analyze the data for the sponsor.

IOFM’s survey sponsors do not have exclusive rights to the survey, as IOFM runs multiple surveys throughout the year and the subject matter may overlap.

Survey results can be used as the basis for webinars and white papers which are also produced by IOFM and have a lead generation component included. Sponsors will receive the contact and demographic information of all survey participants.

HAVE A BRIGHT

idea?

Have a bright idea for a big project? Need some insider information?

IOFM CAN HELP! Use IOFM's advisory services and expertise to learn about your audience and position your company as a thought leader in the process!

IOFM VENDOR SURVEY TOPICS

• P2P Automation • AP Automation • T&E • Payments

HOW WE DO IT

• Access to an engaged audience of

financial operations professionals who rely on IOFM.com for timely, relevant information and expertise

• Experience with complex AP, P2P, AR, O2C and accounting business issues

• Insights into specific industries and functional skills

• Deep knowledge of, and expertise in, technology

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Premier Events FOR FINANCIAL OPERATIONS PROFESSIONALS

MAY 15-17, 2022 Disney's Yacht & Beach Club Resort® Lake Buena Vista, FL

The Accounts Payable & Procure-to-Pay Conference & Expo presents an unmatched opportunity to connect your brand with key influencers and decision-makers.

IOFM's spring and fall in-person conferences bring together experienced practitioners, managers, and innovative strategists for an all-inclusive, in-depth learning experience.

HIGHLY ENGAGED ATTENDEES Financial operations professionals have attended IOFM’s events year after year for the best in class education and networking experience they have come to expect from IOFM events.

MEASURABLE MARKET GROWTH IOFM’s AP & P2P events build trust among attendees from years past and attract new prospects from a vast universe of financial operations professionals.

DESIRABLE DEMOGRAPHICS

NOVEMBER 14-16, 2022 San Antonio Marriott Rivercenter San Antonio, TX

Connect with senior decision makers and key influencers from leading organizations representing a broad cross-section of industries.

CRITICAL CONNECTIONS FOR 2022 With the unprecedented impact of the global pandemic on business still affecting the financial operations community, there is a pent-up desire to meet customers and prospects in person again.

At the APP2P events, our priority is the safety of attendees and vendors, and our goal is to facilitate engagement, stimulate conversations, and ensure that attendees understand who you are and how your solution can support their businesses.

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Opportunities with IOFM'S PREMIER VIRTUAL EVENTS

Financial Operations

The COVID-19 pandemic has transformed the way many financial operations teams function.

Winter 2022

It has dramatically accelerated the adoption of automation solutions, and will continue to impact how AP and AR teams function into 2022. IOFM’s virtual events fill a need for the community of financial operations professionals looking for strategies, resources, and best practices to help them navigate the challenges they face and review the solutions they need.

AP Automation

Summit

Financial Operations

Summit

DECEMBER 1-4, 2020

APRIL 20-23, 2021

In December 2020, IOFM launched a virtual event connecting solution providers with hundreds of AP practitioners, managers, and decision-makers eager to learn about technologies, solutions, resources, tools, and services to help them in their journey to automation. IOFM’s first virtual event brought a groundswell of interest and participation fueled by the current business climate and the realities of working from home or with reduced personnel.

Building upon the excitement and success of the AP Automation Summit, IOFM produced the Spring 2021 Financial Operations Summit. With an expanded program geared towards both AP and AR audiences, and targeted content to meet these audience’s specific business needs, the Financial Operations Summit offered multiple sponsorship opportunities spanning all 4 days.

Summit

FEBRUARY 8-10, 2022 IOFM is pleased to announce its next virtual event, the Winter ‘22 edition of our popular Financial Operations Summit. This event will be an evolution of the well-attended virtual events hosted by IOFM in December 2020 and April 2021.

We invite you to participate in the opportunity to connect virtually with an engaged and motivated audience of AP, P2P, AR and O2C practitioners and leaders for 3 days of Town Hall Discussions, Product Demos, educational content, and networking sessions.

Topics will include automation, best practices, fraud prevention, benchmarking, and leadership strategies.

To learn more about the currently available sponsorship opportunities, please contact: Gordon Bivens at gbivens@divcom.com or 207-842-5668.

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Opportunities with IOFM'S PREMIER VIRTUAL EVENTS Virtual Demo Days / $7,500

Virtual Town Hall Meetings / $5,000

IOFM's live, digital events give sponsors the opportunity to showcase their products and services in 45-minute demo sessions. IOFM's audience of finance professionals is searching for the technologies that will help ease their continued transition to virtual, automated processes.

Position your brand as the leader who can help make that transition a success.

These 90-minute educational sessions cover a variety of timely topics.

•

Each demo session will be 45 minutes long. The first 30 minutes are dedicated to demoing your product or service, and the final 15 minutes will focus on audience discussion and Q&A.

• Live polling questions plus Q&A will create an engaging

atmosphere, while also allowing the audience to ask questions about your services.

• An IOFM team member will hold a tech rehearsal as well as

monitor the technical aspects during your live demo, ensuring a smooth execution.

• You will receive the full list of email addresses for each person who attended your 45-minute session.

* For both of the above opportunities, IOFM will market your participation to a targeted audience of financial operations professionals via email and digital promotions.

• Each virtual session has availability for up to 5 speakers.

• An IOFM moderator will help drive the discussion, letting you and your fellow panelists share different perspectives.

• Live polling questions and Q&A allow the opportunity to showcase your organization’s expertise and leadership.

• You will receive the full list of email addresses of everyone who registered for the Town Hall Meeting.

Virtual Private Lunch / $10,000 Enhance your organization’s thought leadership position by engaging with a hand-selected group of influencers and decision makers for a focused conversation about their challenges and opportunities.

• IOFM will help you select a moderator for the one-hour

discussion, which will take place virtually via Zoom (or your preferred platform).

• IOFM will work with you to create a demographic profile of the

desired attendees (i.e., size of company, title of attendees) and recruit a minimum of 10 attendees.

• As the sponsor, you are encouraged to participate in a

moderated conversation with the attendees, with 1-2 members of your team engaged in the discussion. Formal presentations are not expected during Virtual Private Lunches.

• A list of all attendees, including their contact information, will be provided to the sponsor at the conclusion of the session.

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Opportunities with TRAINING AND EDUCATION FOR SOLUTION CONSULTANTS Solution Consultant Certification

IOFM Membership

Credibility Counts.

Go Where Your Customers Go For Content.

Your customers have needs, and they are evolving at the speed of technology. In order to properly position your product or service, you need to speak your customer’s language fluently and understand what truly matters to them. This critical first step helps establish credibility and leads to sales.

Our Solution Consultant Certification Programs offer the training you or your sales team need to stand out to audiences that have unique opportunities and challenges. Certification will give you the knowledge, understanding and perspective that leads to deeper customer relationships. Our programs can cater to individuals as well as teams and are delivered online or in person to best suit your needs.

To learn more about IOFM’s Solution Consultant Certification programs, visit: www.iofm.com/certification/solution-consultant

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.

IOFM Members have access to hundreds of resources including critical compliance updates, benchmarking data and reports, case studies, best practice reports, articles, tools, templates and more. Exclusive benchmark surveys provide a wealth of information on performance metrics, processing policies and practices, and implementation and effectiveness of automation technologies.

Solution providers who purchase membership also receive valuable discounts on IOFM Certifications as well as access to exclusive content.

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Learn more at: www.iofm.com/join

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Are you ready to connect with our audience of 35,000+

financial operations professionals eager

for solutions?

CONTACT OUR SALES TEAM

Gordon Bivens Senior Account Manager

gbivens@divcom.com 207-842-5668

Allison Hughes Training and Membership Advisor

ahughes@divcom.com 207-842-5663

Gail Robinson Training and Membership Advisor

grobinson@divcom.com 207-842-5627