EARLY BIRD SPECIAL!
Spring17
May 7–9, 2017 Disney’s Yacht & Beach Club Resort
®
Lake Buena Vista, FL
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SAVE UP TO $300
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STRATEGIES, TOOLS AND CONNECTIONS that’ll benefit financial operations professionals of all levels: • Accounts Payable Director • Accounts Payable Manager • Accounting Manager • Accounts Payable Specialist • CFO • Controller • Director of Disbursements • Director, Procure-to-Pay • Director, Shared Services • Finance Director • Manager, Procure-to-Pay • Vice President, Accounts Payable • VP Finance
VENUE Disney’s Yacht & Beach Club Resorts® 1700 EPCOT RESORTS BOULEVARD LAKE BUENA VISTA, FLORIDA
EXCLUSIVE ATTENDEE RATE: $219 per night + taxes if reserved by April 14.
“I enjoy networking and listening to the overall experiences of other companies in various industries and hearing about their wins and challenges.“ Maribel Mota Accounts Payable Executive Director, G-III Apparel Group
7 CONFERENCE TRACKS
cover everything you need to know and more for 2017:
BOOK EARLY FOR BEST AVAILABILITY AT: iofm.com/conference-spring/venue 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. Between sessions, catch up on email in one of the functional meeting spaces with complimentary WiFi.
Track A: AP Fundamentals & Best Practices Track B: Payments Track C: Leadership Track D: Automation Case Studies I Track E: Operations & Compliance Track F: Shared Services & GBS Track G: Automation Case Studies II
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REGISTER BY MARCH 17 AND
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CERTIFICATIONS AND WORKSHOPS Add a full day certification or workshop to your conference experience with the VALUE PASS and SAVE! Take your career to the next level with the Value Pass. Become your department’s expert on crucial AP & P2P functions.
FULL DAY CERTIFICATION CLASSES
FULL DAY WORKSHOPS
Accounts Payable Certification Training
Women’s Summit: Career Advancement and Personal Empowerment for Women
SUNDAY, MAY 7 | 8:00am – 4:00pm Presented by: Pam Miller, Senior Trainer, IOFM
-orWEDNESDAY, MAY 10 | 8:00am – 4:00pm Presented by: Beverly Mostovy, Trainer, IOFM
Earning APM or APS certification will take your career to the next level. Whether you are just starting your path in AP or are a well-established professional, the AP Certification program offers a blend of fundamentals, fine tuning, best practices and leadership training that will serve you well as you advance in your career.
Procure-to-Pay Certification Training Presented by: Judy Bicking, Senior Trainer, IOFM
SUNDAY, MAY 7 | 8:00am – 4:00pm Whether you want to support your organization’s evolution toward P2P, or you want to optimize your existing P2P process, IOFM’s Procure-to-Pay certification program will give you the resources and knowledge you need to become a leader in your organization’s advancement toward achieving a true end-to-end process.
WORKSHOP CHAIR: Judy Bicking, Senior Trainer, IOFM Featuring female speakers in high-power positions from multiple organizations
WEDNESDAY, MAY 10 | 8:00am – 4:00pm Whether you are just starting out or already advancing to the top rungs on the career ladder, you face unique challenges as a woman in the workplace. In this summit, explore and acknowledge the misperceptions that women must overcome; speak candidly about the roadblocks women face; and take away practical, actionable strategies for overcoming obstacles and realizing your full professional potential.
IRS Regulation Bootcamp Presented by: Marianne Couch, J.D., Principal, COKALA Tax Information Reporting Solutions, LLC
WEDNESDAY, MAY 10 | 8:00am – 4:00pm With the introduction of FATCA in 2014, reporting on payments to foreign payees is more complex than ever. This intensive one-day program will put you and your team ahead of the game when it comes to compliance with FATCA, including new tax regulations under IRC chapter 3, Form 1042-S, and Forms W-8 & W-9.
“The AP Certification training was easy to follow. The material presented in the training was on-point with today’s Account Payable functions.“
“I felt the sessions were varied and well done. I really enjoyed the Peer to Peer sessions.“
Angie Lyons Accounts Payable Coordinator, Mag Mutual Insurance Company
Vanessa Taggart Director, Supply Chain – Accounts Payable, Lehigh Valley Health Network
iofm.com/conference-spring • 207-842-5557 • customerservice@iofm.com
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CONFERENCE AGENDA Agenda subject to change.
SUNDAY, MAY 7
* PRE-CONFERENCE * 8:00am - 4:00pm
PRE-CONFERENCE – FULL DAY PROGRAMS (See page 3 of the brochure for more information)
9:00am - 12:00pm
PRE-CONFERENCE – HALF DAY MORNING WORKSHOPS (See page 7 of the brochure for more information)
1:00pm - 4:00pm
PRE-CONFERENCE – HALF DAY AFTERNOON WORKSHOPS (See page 7 of the brochure for more information)
* CONFERENCE KICK-OFF * 4:15pm - 6:00pm
PEER-TO-PEER ROUNDTABLES
6:00pm - 7:00pm
OPENING RECEPTION
MONDAY, MAY 8 OPENING KEYNOTE: Finding Focus, Passion and Purpose in a Distracting World – Jon Petz, CSP, Keynote Speaker on personal performance, Author & Performer
8:10am - 9:15am
* SESSION TRACKS * TRACK A AP FUNDAMENTALS & BEST PRACTICES
TRACK B PAYMENTS
TRACK C LEADERSHIP
TRACK D AUTOMATION CASE STUDIES I
TRACK E OPERATIONS & COMPLIANCE
TRACK F SHARED SERVICES & GBS
TRACK G AUTOMATION CASE STUDIES II
P-Cards: Making AP a Profit Center – Pamela Buda, Network Accounts Payable Manager, St. Luke’s Health Network
Case Studies in Leadership: Creating Engagement and Driving Value – Judy Bicking, Senior Trainer, IOFM; Ian Paul Da Costa, Accounts Payable Manager, UCLA; Dennis R. Cooper, VP Accounts Payable Department, Supply Chain Management, PNC Financial Services Group
Session to be announced
1099-MISC and 1042-S for 2017: What’s New? – Mary Kalleward, Principal, COKALA Tax Information Reporting Solutions; Marianne Couch, J.D., Principal, COKALA Tax Information Reporting Solutions
Case Study: Viacom’s Journey to Building a GBS Organization – Tracey Ruff, VP, GBS Deputy GM & PTP, Viacom
How B&H Photo Managed to Increase Supplier Statement Reconciliation By 100% and What Were the Results? – Daniel Kimpton, Director, StatementMatching.com and Montee Kaminetzky, Accounts Payable Manager, B&H Photo and Video
AP Guide to the ACH Network: Supplier Payments, Risk Management, Process Improvement – Robert Unger, AAP, Senior Director, Product Management and Strategic Corporate Relations, NACHA
Selling Management to Get the Support AP Needs – Montee Kaminetzky, APM, Accounts Payable Manager, B&H Photo and Video
Session to be announced
Solving the W-8 | W-9 Puzzle – Mary Kalleward, Principal, COKALA Tax Information Reporting Solutions
AP in Transition: Reversing Outsourcing, Going Global – Rebecca Linton, Senior Manager Global Accounts Payable, Netflix
Pay it Forward: Linking AP & Procurement for Closed Loop P2P – Richard Waugh, VP, Corporate Development, Invocus A Division of Zycus
Payment-Wrangling: Partnering With the Right Provider – Jacquelyn Harris, Accounts Payable Specialist, Missoula County
Learning to Lead AP on the Fly – Keith Dabbs, Director, Procurement & Sourcing, Riverside Health System
Session to be announced
P2P Due Diligence: Staying TaxCompliant – Marianne Couch, J.D., Principal, COKALA Tax Information Reporting Solutions
From Shared Services to Global Business Services – What Does WorldClass Look Like? – Penny Weller, Ph.D., CMA, Senior Director, Global Business Services, North American Practice Lead, The Hackett Group
Session to be announced
Cards in Procureto-Pay: Separating Myth from Reality – Moderator: Mark Brousseau, Special Projects Editor, IOFM
Effectively Managing Multiple Generations: What to Know – Moderator: Brian Cuthbert, Executive Director, IOFM
Session to be announced
Order from Chaos: An Accounting Manager’s Tale – Beth Bigler, Account Manager, Kimball Midwest
Why Governance is Key to BPO Success – Carol Gonzalez, Senior Manager of AP and BPO Delivery, Cott Corporation
Lead Meaningfully to Overcome Change Resistance – Christina Robbins Marketing Manager, Digitech Systems, LLC
9:30am - 10:30am An Effective AP Policies & Procedures Manual Can Help Move AP from “Good to Great” – Pam Miller, Senior Trainer, IOFM
11:15am - 12:15pm AP on a Mission: Nonprofits – Monica Buhl, Accounts Payable Manager, Henry M. Jackson Foundation for the Advancement of Military Medicine
1:30pm - 2:30pm The Impact of Metrics on Automation – Tina McGlasson, APM, Accounts Payable Manager, Dover
2:40pm - 3:40pm ERP Implementation 101 – Lisa Infante, Accounts Payable Manager, Miami Children’s Hospital
Monday continued top of next page.
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iofm.com/conference-spring • 207-842-5557 • customerservice@iofm.com
CONFERENCE AGENDA 4:15pm - 5:15pm Talk is Cheap! Stop Fixin’ to Automate and Get it Done! – Pam Miller, Senior Trainer, IOFM
Best Practices in Capturing Vendor Discounts and Improving Your Vendor Relationships – Elaine Stattler, Editor, IOFM; Chris Dritsas, Accounts Payable Manager – NSAM Financial Hub Cameron, A Schlumberger Company; Joni Geurts, Manager, Accounts Payable, JetBlue Airways
5:15pm - 7:00pm
Bore No More – Make Your Meetings Soar Instead of Bore – Jon Petz, CSP, Keynote Speaker on personal performance, Author & Performer
Session to be announced
Take the Burn Out of B-Notices – Marianne Couch, J.D., Principal, COKALA Tax Information Reporting Solutions
7 Key Attributes to Make Your SSC or GBS Stand Out – Judy Bicking, Senior Trainer, IOFM
Case Study: Walter Investment Management Corporation Financial Agility Without the Force – Ed Jones, Corporate Center of Excellence Project Manager, Walter Investment Management Corporation
NETWORKING RECEPTION
TUESDAY, MAY 9 * SESSION TRACKS * TRACK A AP FUNDAMENTALS & BEST PRACTICES
TRACK B PAYMENTS
TRACK C LEADERSHIP
TRACK D AUTOMATION CASE STUDIES I
TRACK E OPERATIONS & COMPLIANCE
TRACK F SHARED SERVICES & GBS
TRACK G AUTOMATION CASE STUDIES II
Improve Your Payment Process, Step by Step – Anne Wheeler, Consultant and Project Manager, CS Process Flows, LLC
Reinventing Leadership – Dwayne Banks, AP Manager, Hospital Housekeeping Systems
Session to be announced
Use Tax Traps to Avoid With AP Automation – Diane Yetter, President, YETTER
Creating a New P2P Organization – A Case Study – Michelle Sadowski, Integrated Supply Chain Process Leader and Procure-to-Pay Project Manger, NextEra Energy
Session to be announced
Everything You Need to Know About Migrating From Paper Checks to Electronic Payments – Moderator: Mark Brousseau, Special Projects Editor, IOFM
Know What to Measure: Defining Success Through Benchmarking – Judy Bicking, Senior Trainer, IOFM
Session to be announced
1099-MISC and 1042-S For 2017: What’s New? – Mary Kalleward, Principal, COKALA Tax Information Reporting Solutions; Marianne Counch, J.D., Principal, COKALA Tax Information Reporting Solutions
AP & Procurement: Why Can’t We All Just Get Along? – Jess Scheer, Continuing Education Manager, IOFM
Session to be announced
The State of B2B Payments 2017
Streamlining With Centralized Purchasing – Angela D. Spells, APM, Accounts Payable Manager, Goodwill Industries of Central Indiana
Session to be announced
How the Revised Uniform Unclaimed Property Act is Impacting AP – Karen L. Anderson, Senior Manager, State and Local Tax, Unclaimed Property, KPMG LLP
Metrics for Success: Using Metrics to Drive Change – Judy Bicking, Senior Trainer, IOFM
Session to be announced
Session to be announced
What’s New in Sales & Use Tax - Update on Recent Law Changes – Diane Yetter, President, YETTER
Managing Risk in Your Procure-toPay Process: How Automation Can Help – Chris Doxey, CCSA, CICA, CPC, Senior Trainer and Consultant, IOFM
Session to be announced
8:15am - 9:15am Uncovering Efficiencies, Big and Small – Rowena Froegel, Senior Manager of Accounts Payable, Discover Financial Services
9:30am - 10:30am How to Clean Up Your Vendor Master File and Keep it Clean – Steve Iannarone, Senior Manager, Global Shared Services, Arthur J. Gallagher & Co.
11:15am - 12:15pm OFAC: What You Need to Know – Michael Volkov, CEO, The Volkov Group
1:30pm - 2:30pm
PEER-TO-PEER ROUNDTABLES
2:30pm - 3:30pm Is Excel’s VLOOKUP Function Still the Champ? – Jeff Lenning, Microsoft Certified Trainer, Excel University
Moving to Electronic T&E Reimbursement – Nicole Thompson Williams, Associate VP, Pace University
The Power of Stay Interviews – Dick Finnegan, Speaker, Author, & CEO, C-Suite Analytics
WEDNESDAY, MAY 10 * POST-CONFERENCE * 8:00am - 4:00pm
POST-CONFERENCE – FULL DAY PROGRAMS (See page 3 of the brochure for more information)
9:00am - 12:00pm
POST-CONFERENCE – HALF DAY MORNING WORKSHOPS (See page 7 of the brochure for more information)
iofm.com/conference-spring • 207-842-5557 • customerservice@iofm.com
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LEAVE SOME TIME FOR FUN! Giveaways,
KEYNOTE PRESENTATION MONDAY, MAY 8 8:15am - 9:15am
Gifts
raffles, & prizes
for AP & P2P Network members
Professional
head shots: give your LinkedIn and professional profiles an update! Special
rates on Disney park passes
Finding Focus, Passion and Purpose in a Distracting World JON PETZ, CSP, Keynote Speaker on personal performance, Author & Performer
Organizations consistently desire an engaged culture with purpose and passion. Yet, stimuli from all angles can distort or distract our authentic potential. How can you perform at your best in this changing environment? Why do you do what you do? And why should you even care? This interactive and entertaining session shares how to build and sustain the desirable human factor in the workplace by empowering greater passion, perspective and purpose in what you do, how you do it and why you do it.
MEMBERSHIP + AP & P2P CONFERENCE & E XPO =
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 back home and ready to implement some of the new tricks you’ve just learned, it’s time to hit up 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.
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iofm.com/conference-spring • 207-842-5557 • customerservice@iofm.com
HALF DAY WORKSHOPS Get your in-depth education in one of these top notch half day programs. Space is limited.
PRE-CONFERENCE | SUNDAY, MAY 7 MORNING WORKSHOPS | 9:00am - 12:00pm
AFTERNOON WORKSHOPS | 1:00pm - 4:00pm
Form 1099 Bootcamp – Marianne Couch, JD, Principal, COKALA Tax Information Reporting Solutions, LLC
Step-by-Step: The Keys to Creating and Implementing a Winning Automation Plan – Mark Brousseau, Special Projects Editor, IOFM
The Critical Role of Your Vendor Master File in Governance, Risk Management, and Compliance – Steve Iannarone, Senior Manager, Global Shared Services, Arthur J. Gallagher & Co. Measuring for Value – Jess Scheer, Continuing Education Manager, IOFM
Driving Change: Strategies for Effectively Managing AP & P2P Priorities and Projects – Steve Iannarone, Senior Manager, Global Shared Services, Arthur J. Gallagher & Co. Building Compliance Programs and Financial Controls in the Era of Aggressive Enforcement – Michael Volkov, CEO, The Volkov Group, LLC
POST-CONFERENCE | WEDNESDAY, MAY 10 MORNING WORKSHOPS | 9:00am - 12:00pm
How to Prepare Excel Data Without Formulas or Macros – Jeff Lenning CPA, Microsoft Certified Trainer, Excel University
Sales Tax 101: What You Need to Know
Key Strategies for Building & Retaining a High Performance Team
– Diane Yetter, President, YETTER
– Dick Finnegan, Speaker, Author, & CEO, C-Suite Analytics
YES! REGISTER ME FOR THE AP & P2P CONFERENCE & EXPO! EARLY BIRD RATE EXPIRES 3/17/17
PRICING
STANDARD RATE AFTER 3/17/17
CONFERENCE PASS (includes all sessions, meals, and receptions from 4:15pm on Sunday, May 7 to 3:30pm on Tuesday, May 9) AP & P2P Network Members
$1,195 (SAVE $200!)
$1,395
Non-Members
$1,495 (SAVE $200!)
$1,695
AP & P2P Network Members
$1,795 (SAVE $300!)
$2,095
Non-Members
$2,095 (SAVE $300!)
$2,395
VALUE PASS (includes all of the above PLUS one Certification class or Full Day Workshop)
CERTIFICATIONS
DATE
TIME
PRICE
Accounts Payable Certification Training
May 7
8:00am - 4:00pm
$795
Accounts Payable Certification Training
May 10
8:00am - 4:00pm
$795
Procure-to-Pay Certification Training
May 7
8:00am - 4:00pm
$795
HALF & FULL DAY
DATE
TIME
PRICE
Form 1099 Bootcamp
Half Day
May 7
9:00am - 12:00pm
$395
The Critical Role of Your Vendor Master File on Governance, Risk Management, and Compliance
Half Day
May 7
9:00am - 12:00pm
$395
Measuring for Value
Half Day
May 7
9:00am - 12:00pm
$395
Step-by-Step: The Keys to Creating and Implementing a Winning Automation Plan
Half Day
May 7
1:00pm - 4:00pm
$395
Driving Change: Strategies for Effectively Managing AP & P2P Priorities and Projects
Half Day
May 7
1:00pm - 4:00pm
$395
Building Compliance Programs and Financial Controls in the Era of Aggressive Enforcement
Half Day
May 7
1:00pm - 4:00pm
$395
Sales Tax 101: What You Need to Know
Half Day
May 10
9:00am - 12:00pm
$395
How to Prepare Excel Data Without Formulas or Macros
Half Day
May 10
9:00am - 12:00pm
$395
Key Strategies for Building & Retaining a High Performance Team
Half Day
May 10
9:00am - 12:00pm
$395
Women’s Summit: Career Advancement and Personal Empowerment for Women
Full Day
May 10
8:00am - 4:00pm
$795
IRS Regulation Bootcamp
Full Day
May 10
8:00am - 4:00pm
$795
WORKSHOPS
iofm.com/conference-spring • 207-842-5557 • customerservice@iofm.com
FREE WITH VALUE PASS!
FREE WITH VALUE PASS!
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Institute of Finance & Management 121 Free Street Portland, ME 04101
PEOPLE
PROCESS
PAYMENTS
Spring17 Register by March 17 & save up to $300 off the door price! • iofm.com/conference-spring • 207-842-5557 • customerservice@iofm.com
REGISTER BY MARCH 17, 2017
AND SAVE UP TO $300 “I enjoyed the learning environment, being able to communicate with others regarding their workflow of AP Automation and initial concerns when converting from paper to an automated system.“
PEOPLE
PROCESS
PAYMENTS
“1099 Training was intense. What I especially liked was that we had people from different industries coming together talking about their solutions.“
Tamika Braud Accountant I, University Student Union
Chirag Shah
“It was nice to hear that others experience some of the same issues that I do, and to listen to their feedback.“ Kim Kamerling Accounts Payable Manager, ArcBest Enterprise Solutions
AP Manager, Sunrise Senior Living
Register by March 17 & save up to $300 off the door price! • iofm.com/conference-spring • 207-842-5557 • customerservice@iofm.com