App2p Conference & Expo 2015 Brochure

Register By December 31, 2015 & SAVE $400

SPRING May 23–25, 2016

FEATURED SPEAKERS

Disney's Contemporary Resort® | Walt Disney World®, FL

Angelica Hurtado

Rock Persaud, APM

AVP of Procurement Operations Voya Financial®

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

The connections that advance your career.

The training that propels you forward.

TITLE SPONSOR

GOLD SPONSORS

©Disney

SILVER SPONSORS

REGISTER BY DECEMBER 31 FOR THE LOWEST RATE! www.iofm.com/conference | 207-842-5557 | customerservice@iofm.com

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 Operations PRESENTED BY: Jon Casher, President, Casher Associates, Inc.

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

}} Healthcare Procure-to-Pay: Rapid Changes, Unique Challenges PRESENTED 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 Reporting PRESENTED BY: Marianne Couch, JD, Principal, COKALA Tax Information Reporting Solutions, LLC

}} How to Build a World-Class Shared Service Operation PRESENTED 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

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

P2P Certification NEW!

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.

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.

CONFERENCE SESSIONS

“

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

— Tracy King, Accounts Payable Manager, Complete Energy Services

Two days. 50+ sessions. The training, innovation and insights you need to excel in AP & P2P. }} 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 & Techniques Chris Doxey, Trainer, IOFM; Consultant, Doxey Inc.

}} Buy Right, Pay Right: AP’s Vital Role in Procure-to-Pay Transformation and Working Capital Excellence Chris 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 Products Aaron 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 Story Bob 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 Tool Linda 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 & P2P Judy Bicking, Senior Trainer, IOFM and Rob Rogers, Director, Membership & Certification Content

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

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

Panel Sessions Lively 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

Hotel Information Disney’s Contemporary Resort Exclusive attendee rate: $208/night

SPRING May 23–25, 2016

Much more!

Disney's Contemporary Resort® | Walt Disney World®, FL

While room allotment lasts.

Book early for best availability.

This ultra-modern Disney Resort

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:

features white-sand beaches, spectacular views, dazzling pools

}} Connections:

— and Disney’s famous monorail

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

running right through the iconic

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

A-frame tower! The gate of the Magic Kingdom is just a short walk away, and the monorail can whisk

}} Tons of fun:

you to any other Disney park.

• 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

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!

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

SUPER SAVER RATE BY 12/31/2015

PRICING

EARLY BIRD RATE BY 3/18/2016

STANDARD RATE AFTER 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

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

Pre-Conference Workshops (May 23)

REGISTER BY DECEMBER 31 FOR THE LOWEST RATE! www.iofm.com/conference

207-842-5557

customerservice@iofm.com

Prefer to mail? Download a printable registration form from our website or request one via email at customerservice@iofm.com.