APP2P Conference & Expo Spring 2016 brochure

Register by March 18, 2016 & SAVE

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.

TITLE SPONSOR GOLD SPONSORS

SILVER SPONSORS

PRODUCED BY

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Three days. Six breakout tracks.

Panel discussions. Certification classes.

Networking events.

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.

The world of AP has become complex; but it’s no match for the gathering of intelligent and innovative minds who will be delving head-first into these topics and more: }} Process & controls

}} Compliance

}} Procure-to-Pay

}} P-Cards

}} Metrics & benchmarking

}} Leadership

}} Automation

}} Shared Services

}} Working Capital

Venue Disney’s Contemporary Resort ® Exclusive attendee rate: $208/night while room allotment lasts. Book early for best availability at www.iofm.com/conference-spring/venue or by calling 800-803-5804.

©Disney

This ultra-modern Disney Resort features whitesand 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.

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Keynote Presentations Tuesday, May 24 | 8:30 am – 9:30 am

Wednesday, May 25 | 8:30 am – 9:30 am

Going from Good to Great

What is the Secret Sauce to Keeping Your Best People?

Dennis Cooper, Vice President, Operations Director of Accounts Payable, PNC Financial Services Group How do you measure success for your AP department? What does it look like within

Dick Finnegan, Speaker, Author, & CEO, C-Suite Analytics Tired of the same old clichés? This

your own organization? If you’ve been

session will disclose the absolute,

looking for specific metrics to measure

most important retention skill and

success and ideas for running AP as a

give participants a pathway to build

profit center, don’t miss this session!

and apply it. Or in other words, this

We’ll look at how PNC Financial

session is “Retention Made Easy.”

Services Group created a department

Participants will leave with a clear

that has implemented and refined their

plan and skills to never lose an employee

e-invoicing, dynamic discounting and p-card programs, all helping to turn a slightly automated function into a highly automated, highly efficient contributor to the company.

they want to keep. And here’s a hint: they won’t stay with you if they don’t trust you.

…Don’t forget about the FUN! }} Nightly cocktail receptions }} Fun freebies and giveaways for all (and something special just for members!) }} Professional headshots: give your LinkedIn and professional profiles an update! }} Special rates on Disney park passes

Celebrate your certification!

Hard work pays off! Join your fellow IOFM certified peers at an exclusive party – just for you. Complete with sweet treats, a spectacular view of the Magic Kingdom, and a surprise Disney guest or two! Tuesday, May 24th at 7:15 pm

Membership + AP & P2P Conference & Expo = the perfect match.

Membership to the AP & P2P Network saves you $300 on your conference registration. But it goes beyond that. With a membership to the AP & P2P Network, the learning doesn’t stop after the conference is over! Once you’re home and have had time to digest, it’s time to hit up www.app2p.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.

Become a member when you register for the conference and get instant savings!

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Agenda Monday, May 23, 2016 8:00 am - 4:00 pm

Pre-Conference Certifications See page 6 of the brochure for more information.

9:00 am - 12:00 pm

Pre-Conference Half-Day Morning Workshops See page 7 of the brochure for more information.

1:00 pm - 4:00 pm

Pre-Conference Half-Day Afternoon Workshops See page 7 of the brochure for more information.

4:30 pm - 5:30 pm

Peer-to-Peer Roundtables

5:30 pm - 7:00 pm

Opening Reception

Tuesday, May 24, 2016 7:45 am - 8:15 am

Sunrise Sessions: Get to Know the New AP & P2P Network

8:30 am - 9:30 am KEYNOTE: Going from Good to Great — Dennis Cooper, Vice President, Operations Director of Accounts Payable, PNC Financial Services Group 9:30 am - 9:45 am

Meet the Title & Gold Sponsors Breakout Sessions: Choose One

10:00 am - 11:00 am

BREAKOUT B: Case Study: Maximizing Accounts Payable by Implementing a — Bethany Mezzadra, APM-D, Director of Commercial Card Program at Dawn Food Disbursements, University of Maryland Medical Products — Aaron Jones, APS, Director - AP, AR,

BREAKOUT A: Recognizing Excellence: How to Motivate a Non-Engaged Team

BREAKOUT C: The Evolution of P2P — Angelica Hurtado, AVP of Procurement Operations, Voya Financial

System

Cash and Credit, Dawn Food Products, Inc.

BREAKOUT D: What AP Needs to Know About Sales & Use Tax — BJ Pritchett,

BREAKOUT E: Buy Right, Pay Right: AP’s Vital Role in Procure-to-Pay Transformation and Working Capital Excellence —

BREAKOUT F: Why is it so Important to Reconcile Supplier Statements & How do I Make it Easier? — Daniel Kimpton, President,

Robert Banther, Ariba, an SAP Company

statementmatching.com

CMI, State and Local Tax Consultant, Pritchett Sales & Use Tax Consulting

Breakout Sessions: Choose One 11:30 am - 12:30 pm

BREAKOUT A: Building a Best-inClass “One-Touch” Customer Service Function — Philip Thomas, Manager – Procure-to-Pay – America's AP & Global Purchasing Operations, Celgene

BREAKOUT D: The Financial Strategist Guide to Navigating the Coming Changes in AP — Henry Ijams, APM,

BREAKOUT B: Developing P2P KPIs: What to Measure and How to Measure It — Penny

BREAKOUT C: Latest 1099 Developments and Compliance Tips — Marianne Couch,

Weller, Ph.D., CMA, Global Business Services, North American Practice Lead, The Hackett Group

J.D., Principal, COKALA Tax Information Reporting Solutions, LLC

BREAKOUT E: AP & P2P Automation Case Study — Coupa Software, Inc.

BREAKOUT F: Bring Intelligence to Your AP Automation — Christina Robbins, Marketing Manager, Digitech Systems

Managing Director, PayStream Advisors

Breakout Sessions: Choose One 1:30 pm - 2:30 pm

BREAKOUT A: Case Study: Implementing Automation in a 100% Paper, De-Centralized Environment

BREAKOUT B: Panel: Effectively Managing Multiple Generations — Moderated by Susan

— Chirag Shah, Accounts Payable Manager, Sunrise Senior Living

APM, Accounts Payable Manager, City and County of Denver Accounts Payable Manager, Shared Services, The Martin-Brower Company, LLC; Joni Geurts, Accounts Payable Manager, JetBlue Airways; Aaron Jones, APS, Director - AP, AR, Cash and Credit, Dawn Food Products, Inc.; Judi Thallas, Trainer, IOFM

BREAKOUT D: How to Clean Up Your Vendor Master File and Keep It Clean

BREAKOUT E: Best Practices in Cross Border Payments — Karla Friede, CEO and Co-Founder,

BREAKOUT F: Three Challenges, Two Companies, One Solution — Jeff Haller,

— Jon Casher, President, Casher Associates, Inc.

Nvoicepay

Founder & CEO, DataServ; Brady Swindell, MIS, Director of Financial Shared Services, Bunzl Distribution NA

Bova-Fasano, Director, Global & Strategic Accounts,

BREAKOUT C: Metrics for Measuring Success in Moving from a De-Centralized to Centralized Department — Mary Courtright,

IOFM. Panelists: Joshua Idowu, North America,

Breakout Sessions: Choose One 3:10 pm - 4:10 pm

BREAKOUT A: Using Working Capital Strategies to Deliver High Value — Tom Glassanos, President, Bavelos Group

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BREAKOUT B: Creating and Making Your AP Policies and Procedures Manual a Valuable Tool — Linda Kenney, Accounts Payable Supervisor, Scottrade, Inc.

BREAKOUT C: Abandoned and Unclaimed Property – What You Need to Know — Heela Popal, Director, PwC; Ranolyn Davis, Manager, PwC

Breakout Sessions: Choose One (continued) BREAKOUT D: The Case for Outsourcing Accounts Payable — Lynn Belletti,

BREAKOUT E: 5 Things Every AP & P2P Pro Must Know for 2016 and Beyond

BREAKOUT F: Unveiled: Top 5 Trends for Procure-to-Pay 2016

Managing Director, Accounts Payable and Travel & Expense; Finance Department, Global Procurement, BNY Mellon

— Mike Jasper, Leader, North America P2P Center of Excellence, Basware

— Rob DeVincent, Vice President of Product Marketing, Corcentric

Breakout Sessions: Choose One 4:30 pm - 5:30 pm

BREAKOUT A: The Unique Nature of AP in BREAKOUT B: Panel: Keep Your AP Higher Education — Jullette Spivey, Director Automation Business Case Out of a of Disbursements & Accounts Payable, Prairie Ditch — Moderated by: Mark Brousseau,

BREAKOUT C: The State of ePayables 2016: Higher Ground — Andrew Bartolini, Managing Partner & Chief Research Officer, Ardent Partners; Matthew Delman, Sr. Content Strategist & Sr. Payables Researcher, Ardent Partners

View A&M University

President, Brousseau & Associates. Panelists: Ed Bilkerdyk, APM, Accounts Payable Supervisor, Americold; Rock Persaud, Director, Accounts Payable Finance, Take-Two Interactive Software; Neil Baier, CMA, CFM, VP Finance, Crescent Crown Distributing, LLC; Mary Courtright, APM, Accounts Payable Manager, City and County of Denver

BREAKOUT D: Keep Procure-to-Pay (P2P) Fraud at Bay with Fraud Detection Tools & Techniques — Chris Doxey, CPC,

BREAKOUT E: Solving Project-Based Procurement, A Customer Story

BREAKOUT F: Forensic Payables – Digitizing AP For Strategic Analytics

— Bob Singh, Executive Account Solutions, Canon Information & Imaging Solutions, Inc.

— Richard Waugh, VP of Corporate Development, Zycus, Inc.

Trainer, IOFM

5:30 pm - 7:00 pm

Networking Reception

7:00 PM

Certification Celebration for all IOFM certification holders

Wednesday, May 25, 2016 7:45 am - 8:15 am

Sunrise Session: Benefits of an IOFM Certification

8:20 am - 8:30 am

Tom Nichols Lifetime Achievement Award Ceremony

8:30 am - 9:30 am

KEYNOTE: What is the Secret Sauce to Keeping Your Best People? — Dick Finnegan, Speaker, Author, & CEO C-Suite Analytics

Breakout Sessions: Choose One 9:45 am - 10:45 am

11:30 am - 12:30 pm

BREAKOUT A: Case Study: Moving AP from 100% Paper at Crescent Crown Distributing — Neil Baier, CMA, CFM, VP

BREAKOUT B: Maintaining Control of Employee Reimbursements

BREAKOUT C: Procure-to-Pay Automation – What's Next — Brian Rosenberg, CEO, The

— Dolores Hildebrand, CPCP, Assistant Director for Procurement & Supplier Diversity Services, University of Virginia

Rosenberg Group

Finance, Crescent Crown Distributing, LLC

BREAKOUT D: Managing the Invoice Process when Paper is Still King

BREAKOUT E: The Scary Truth About B2B Payment Fraud

BREAKOUT F: AP Automation: The Paperless Solution for Payables

— Pam Miller, APM, Senior Trainer, IOFM

— Christopher Elmore, APM, Author & AP Automation Expert, AvidXchange

— Curtis Viverette, Director of Accounts Payable, Universal Protection Services; Mel Steals, Director of Invoice Automation, PNC Bank

Peer-to-Peer Roundtables Breakout Sessions: Choose One

1:30 pm - 2:30 pm

2:45 pm - 3:45 pm

BREAKOUT A: STOP! Paying That $100 BREAKOUT B: Continuous Improvement Invoice Could Cost Your Organization – It Pays! — Penny Weller, Ph.D., CMA, Global $1000s in Fines! — Pam Miller, APM, Senior Business Services, North American Practice Trainer, IOFM

Lead, The Hackett Group

BREAKOUT D: Recovery Audits, Specialty Audits and Contract Compliance: How AP Can Enhance Your Company’s Bottom Line

BREAKOUT E: 7 Secrets to AP Profit Center Transformation — How to Maximize Rebates on Card and ACH Spend — Justin King, Senior Director, U.S.

— Jon Casher, President, Casher Associates, Inc.

Market, VISA; Brian Ladd, Vice President, Paymode-X Channel Sales, Bottomline Technologies

BREAKOUT C: Latest 1099 Developments and Compliance Tips — Marianne Couch, J.D., Principal, COKALA Tax Information Reporting Solutions, LLC

BREAKOUT F: AP & P2P Automation Case Study, Commerce Bank

Ask the Experts LIVE — Pam Miller, APM, Senior Trainer, IOFM; Judy Bicking, Senior Trainer, IOFM; Marianne Couch, J.D., Principal, COKALA Tax Information Reporting Solutions, LLC; Penny Weller, Ph.D., CMA, Global Business Services, North American Practice Lead, The Hackett Group

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Certifications The most trusted certification program in Accounts Payable… now available in P2P and CPC. Accounts Payable Certification Training PRESENTED BY: Pam Miller, Senior Trainer, IOFM Pre-Conference: Monday, May 23 | 8:00 AM – 4:00 PM Post-Conference: Thursday, May 26 | 8:00 AM – 4:00 PM This fast-paced, full-day review class is designed to prepare you for the exam to earn your certification credentials as an Accredited Payables Specialist (APS) or an Accredited Payables Manager (APM). IOFM’s AP Certification Program is the largest and most successful AP Certification program because of its high quality and rigorous standards. In order to maintain these standards, The Institute of Finance and Management has updated, revised and made important additions that include: Invoice Handling; Evaluating Software Solutions; Technology Tools; Value Added Taxes (VAT); and more.

Procure-to-Pay Certification Training PRESENTED BY: Judy Bicking, Senior Trainer, IOFM Pre-Conference: Monday, May 23 | 8:00 AM – 4:00 PM 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 to long latent in these essential processes.

Certified Professional Controller Training PRESENTED BY: Chris Doxey, CPC, Trainer, IOFM Pre-Conference: Monday, May 23 | 8:00 AM – 4:00 PM As a finance and accounting executive, you face many external challenges as a result of the changing compliance and regulatory landscape. Internal challenges also abound as organizations undergo seemingly constant changes: mergers and acquisitions, downsizing, new systems and processes, outsourcing, or the implementation of a shared service center. To be successful, you must be ready to tackle all the risks, challenges, and internal control requirements necessary to keep your organization in compliance. The CPC program was developed through the guidance of a distinguished Controller’s Certification Advisory Board and a survey of several thousand controllers to provide guidance for the identification and development of its components and areas of study. This program will review the core business and operational knowledge required by the modern controller.

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GROUP RATES: save more, learn more. Great group discounts start at just two attendees, and the more people you bring, the more money you save! Divide and conquer to see more sessions, share your takeaways, and get the most out of the conference experience. Sign up together to save up to 20%! Call 207-842-5557 for more information.

Workshops Workshops provide the kind of in-depth education you can’t get online, through corporate training programs, or at any other AP event! Space is limited. Secure your spot when you register!

Find complete workshop descriptions at iofm.com/conference-spring/conference/workshops.

Pre-Conference: Morning Half-Day Programs

Pre-Conference: Afternoon Half-Day Programs

Monday, May 23 | 9:00 AM – 12:00 PM

Monday, May 23 | 1:00 PM – 4:00 PM

}} Form 1099 Bootcamp | PRESENTED BY: Marianne Couch, JD, Principal, COKALA

}} AP & P2P Leaders Roundtable | FACILITATED BY: Rob Rogers, Director,

Tax Information Reporting Solutions, LLC

Membership & Certification Content, IOFM

}} How to Use Metrics, Surveys and Benchmarking to Enhance and

}} Compliance Strategies: Form 1042-S and Foreign Vendor Reporting |

Manage Your Operations | PRESENTED BY: Jon Casher, President, Casher

PRESENTED BY: Marianne Couch, JD, Principal, COKALA Tax Information Reporting

Associates, Inc.

Solutions, LLC

}} How to Create a Winning Automation Plan and Sell it to the C-Suite |

}} Sales & Use Tax Basics for Accounts Payable | PRESENTED BY: BJ

PRESENTED BY: Mark Brousseau, Special Projects Editor, IOFM; President,

Pritchett, CMI, State and Local Tax Consultant, President & Owner, Pritchett Sales and

Brousseau & Associates

Use Tax Consulting

}} Healthcare Procure-to-Pay: Rapid Changes, Unique Challenges |

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

PRESENTED BY: Brian Rosenberg, Chief Executive Officer,

PRESENTED BY: Brian Rosenberg, Chief Executive Officer,

The Rosenberg Group

The Rosenberg Group

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

EARLY BIRD RATE BY 3/18/2016

PRICING

STANDARD RATE AFTER 3/18/2016

CONFERENCE PASS (includes all receptions, conference sessions, and breakout sessions May 23-24; excludes certification classes and pre-conference workshops) AP & P2P Network Members

$1,195 (save $200!)

$1,395

Non-Members

$1,495 (save $200!)

$1,695

VALUE PASS: Includes full conference pass PLUS Full-Day Certification Class (choose AP, P2P or Controller) AP & P2P Network Members

$1,795 (save $395!)

$2,090

Non-Members

$2,095 (save $395!)

$2,390

Time

Price

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

9:00 am – 12:00 pm

$395

How to Create a Winning Automation Plan and Sell it to the C-Suite

9:00 am – 12:00 pm

$395

Form 1099 Bootcamp

9:00 am – 12:00 pm

$395

Healthcare Procure-to-Pay: Rapid Changes, Unique Challenges

9:00 am – 12:00 pm

$395

Sales and Use Tax: What You Need to Know to Manage Risk

1:00 pm – 4:00 pm

$395

Compliance Strategies: Form 1042-S and Foreign Vendor Reporting

1:00 pm – 4:00 pm

$395

How to Build a World-Class Shared Service Operation

1:00 pm – 4:00 pm

$395

AP & P2P Leaders Roundtable (Note: registration limited to 24 people)

1:00 pm – 4:00 pm

$495

Pre-Conference Workshops (May 23)

REGISTER BY MARCH 18 TO SAVE $200 OFF THE DOOR PRICE! www.iofm.com/conference-spring

207-842-5557

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SPRING May 23–25, 2016

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

Diversified Communications 121 Free Street Portland, ME 04101

REGISTER BY MARCH 18 TO SAVE $200 OFF THE DOOR PRICE! www.iofm.com/conference-spring

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Register by March 18, 2016 & SAVE SPRING May 23–25, 2016

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

“ “ “

This event gets better every year! I return to the office with new ideas and potential products to improve the productivity of our company.”

I loved the networking opportunities! They allowed for in-depth conversation with similar companies around relevant topics.”

There was a great variety of courses to choose from. I found the courses informative and the speakers very knowledgeable and open to discussion.”

REGISTER BY MARCH 18 TO SAVE $200 OFF THE DOOR PRICE! www.iofm.com/conference-spring

207-842-5557

customerservice@iofm.com