APP2P Spring 2019 Early Bird Brochure by Diversified Communications

that advance your career.

Training

that propels you forward.

May 19–21, 2019 Disney’s Yacht and Beach Club Resort® Walt Disney World® Resort, FL

SPRING 2019

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Title Sponsor:

Gold Sponsors:

3 FAST, EASY WAYS TO REGISTER TODAY Silver Sponsors:

For more information or to register: 207.842.5627 events@iofm.com events.iofm.com/conference-spring

98% of

attendees said they planned to share what they learned at the Conference with their colleagues and/or staff.*

The Accounts Payable and Procure-to-Pay Conference sets the standard for excellence when it comes to delivering the most relevant training program for finance professionals.

*Source: 2018 AP and P2P Fall Conference Attendee Survey, November 2018.

Best-in-class training and networking:

+ I n-Depth Workshops + Certifications + Session Tracks + Receptions + Peer-to-Peer Roundtables

Customize your training Choose from a program packed with 55+ sessions, workshops, certifications, roundtables, keynotes, networking opportunities, and more.

Meet the financial operations professionals who do what you do Join 600+ AP and P2P professionals from industries and organizations across the country who face similar challenges, seek solutions, and discuss best practices and benchmarking with you!

Keynotes Share insight, expertise, inspiration, and humor.

JESS SCHEER Executive Editor, IOFM

Peer-Tested, Management Approved: How to Actually Improve Your Team’s Performance SUNDAY, MAY 19 / 5:15 PM Boosting the efficiency and effectiveness of your AP/P2P team can sometimes feel more like a New Year’s resolution than a practical goal. But not this year – not for members of the IOFM peer community. IOFM’s Executive Editor Jess Scheer will walk you through the latest insights from IOFM’s AP Benchmarking study and connect the dots between the findings and the best practices we’ve collected from our members. This keynote address will kick off the conference, and will focus on three questions:

j k l

Where Are You Starting Your Journey? Where Do You Want to Go? How Do You Make the Changes Take Hold?

JON PETZ Author, Performer, and Keynote Speaker on personal performance

Discover YOUR Amazing Performance TUESDAY, MAY 21 / 11:00 AM It’s not enough to ‘just’ show up, be ‘just’ an employee or stick to the status quo. Meeting expectations is OUT and creating surprise and delight to empower memorable moments in our work and life is IN! This peak performance mindset is exactly what author, professional speaker and comedy magician brings to the conference. With humor, mindsets and certainly a touch of magic, Jon Petz will indeed help you find your purpose behind your passion to create surprise and delight in what you do. Come behind the curtains and learn the secrets to uncover your amazing performance in the simplest of moments in this interactive, inspiring and hysterical presentation.

Best Buy! Choose the Value Pass registration option. You’ll get access to the entire conference program, PLUS up to 1 certification or 2 workshops.

Pre-Conference Workshops & Certifications S U N D AY, M AY 1 9 FULL DAY 8:00am – 4:00pm Accounts Payable Certification – Specialist Pam Miller, Senior Trainer, IOFM In this full-day class, you will be prepared to earn your certification credentials as an Accredited Payables Specialist. The content is best suited for those below the Manager level, and is built around peer-tested best practices for each phase of the payment process – from receipt of invoice, through processing and payment.

on you and your organization to see that you are educated about regulatory updates. Ignorance of the law leaves you and your company exposed to costly penalties and legal fees. This session addresses, in detail, the Form W-9 solicitation, backup withholding, tax deposit, and reporting requirements. It also reviews the B-Notice and Penalty Notice procedures and includes a brief overview of Form 1042-S withholding and reporting requirements for payments to foreign vendors.

HALF DAY 9:00am – 12:00pm

• How can I build the business case to begin measuring? • W hat governance, policies, and procedures should be in place before we begin measuring? • How should we determine what to measure and who to benchmark against?

HALF DAY 1:00pm – 4:00pm The Essential Soft Skills of Leadership

You’ll learn best practices to mitigate risks stemming from tax laws, as well as T&E-related fraud and abuse. Your instructor will also offer insights into how automation will continue to adjust how you do what you do.

Advanced Training: 1099 and 1042-S Reportable Payments

Nicole Caley, Founder and President, Payables Solution Partners, LLC

Mary Kallewaard, Cokala Tax Information Reporting Solutions, LLC

Accounts Payable Certification – Manager

This half-day workshop provides real-world case studies, hands-on practice with form validity reviews, and detailed discussion of the tax regulatory requirements for documenting the status of foreign payees, as well as how to research and apply reduced tax withholding under tax treaty provisions.

In today’s competitive world, everyone is striving to go the extra mile to stand out. However, leaders consistently fall short in areas such as empathy, genuineness, conflict management, creating trusting teams, and leading from behind. Having knowledge in a particular area, and being a subject matter expert in your field may be enough to get one’s foot in the career door; however, according to SHRM, 67% of HR managers said they would hire a candidate with strong soft skills that lacked the technical ability to do their job.

Judy Bicking, Senior Trainer, IOFM In one full day, you will be prepared to earn your certification credentials as an Accredited Payables Manager. Designed for those with AP Manager level titles and above, this course walks you through the best practices for managing an AP siloed function. You’re required to do more with less – process more invoices with fewer people, inadequate automation technology and sometimes misaligned operational functions. This course helps you overcome those barriers to success, enabling you to more effectively manage your team regardless of resource limitations.

IRS Regulation Boot Camp – includes CPRS Certification

This Intermediate level workshop is suggested for those that have prior training on the basic rules of what separates Form 1042-S reportable payments to foreign entities or individuals, from Form 1099 reportable payments to U.S. payees.

Performance Improvement: Using KPIs to Boost AP Efficiency Jess Scheer, Executive Editor, IOFM

Marianne Couch, Principal, Cokala Tax Information Reporting Solutions, LLC

Are you considering improvements to your Accounts Payable processes, but aren’t sure where to start? Where could you be more efficient or effective? How much of an improvement is realistic?

The penalties and risks associated with noncompliance are onerous, and the burden is

Benchmarking is easier said than done. This workshop will help you address:

This workshop will focus on cultivating those soft skills and building a foundation to benefit you both personally and professionally.

Working with Excel Power Query & Power Pivot + Power BI Desktop Jeff Lenning, Microsoft Certified Trainer, Excel University If you know of Excel’s Power Query and Power Pivot but aren’t exactly sure what they are or what they do, this workshop is for you. We’ll look at the free standalone desktop application called Power BI which incorporates the same technology behind Power Query and Power Pivot. Learn how to use these tool to get and transform source data, organize and relate

multiple data tables, and write formulas that will be used in a report (PivotTable, PivotChart). A laptop is not required for this course; however, attendees are welcome to bring one. The files used by the presenter will be made available for download. Please note: class time will be spent teaching how to use these tools, not how to install them.

Sales & Use Tax Concepts, Challenges and Solutions Diane Yetter, President, Yetter Consulting Services, Inc. How sure are you that you’re accounting for sales and use tax properly? If you’re not confident in your answer, don’t put your organization at risk. Recent court decision regarding sales and use taxes have only made compliance more complicated – bewildering even the mostseasoned financial operations professionals. This half-day workshop will address your most common, and challenging, taxation concerns, including: nexus and taxation of key purchases. Join tax expert Diane Yetter to make sure you’re fully aware of your organizations IRS compliance risks before investing in processes or automation changes.

REPEATED ON WED. 5/22

Pre-Conference Workshops and Certifications are included in Value Pass and All Access Pass registration options. Pre-Registration is required to reserve your spot.

CONFERENCE K I C K- O F F : S u n d a y, M a y 1 9

4:15pm – 5:00pm Conference Orientation & Networking Are you new to the Conference, or attending on your own and looking for networking, or want tips to hit the ground running? This orientation is where you will meet and network with your colleagues to kick off your conference experience. We’ll share tips for getting around, navigating the mobile app, and more.

T R A C K S : M O N & T U E S M AY 2 0 - 2 1 TRACK A: AP Fundamentals & Best Practices Excel Power Query & Power Pivot + Power Bi Explained and Demonstrated

Managing Invoice Process in the Not Yet Totally Paperless AP Dept

Jeff Lenning, Microsoft Certified Trainer; Excel University

Pam Miller, IOFM

Transforming Finance and Shared Services in a Growth Company

Robotic Process Automation: Bots! They Are Our Friends!

Renée KandravI, Accounts Payable Manager; CarMax, Inc.

Basics to Vendor Master Data Steve Iannarone, 2nd Century P2P Project Leader - The Boeing Company

Robert Cathey, Sr. Director, Corporate Financial Services; VSP Global

Advanced Vendor Master Data Management Steve Iannarone, 2nd Century P2P Project Leader - The Boeing Company

5:15pm – 6:15pm Opening Remarks & Keynote; Peer-Tested, Management Approved: How to Actually Improve Your Team’s Performance – Jess Scheer 6:15pm – 7:30pm

Opening Reception in the Exhibit Hall

7:30pm – 9:30pm

Attendee Party

T R A C K S : M O N & T U E S M AY 2 0 - 2 1 TRACK D: Leadership Selling Leadership Judy Bicking, Senior Trainer, IOFM

Leadership as a Habit: Why Leadership Isn’t About Your Title Nicole Caley, Founder and President, Payables Solution Partners, LLC

PANEL: Leading Multi-Generational Teams Why Can’t AP & Procurement Get Along Jess Scheer, Executive Editor, IOFM

Jess Scheer, Executive Editor, IOFM

Marianne Couch, Principal, COKALA Tax Information Reporting Solutions, LLC

South Dakota v Wayfair: Impact to P2P Professionals

PANEL: Unclaimed Property Advisors Share Best Practices: Panelists include Keane and True Partners Consulting

Diane Yetter, President, Yetter Consulting Services, Inc.

Federal Income Tax Withholding from Vendor Payments: Basic Compliance Requirements Marianne Couch, Principal, COKALA Tax Information Reporting Solutions, LLC

Use Tax Accrual: Manual and Automated Options to keep you Compliant Diane Yetter President, Yetter Consulting Services, Inc.

From the Regulator’s Perspective: Recent Developments for Accounts Payable Professionals Brenda R. Mayrack, State Escheator / Director, Office of Unclaimed Property

Unclaimed Property Audits: A Peer’s Perspective

Leading Process Change Jess Scheer, Executive Editor, IOFM

Leading With Emotional Intelligence: Why You Need it and How to Apply it

Boring Meetings Suck

TRACK B: Compliance & Operations AP Payments to Employees, Directors, Estates and Survivors: Form 1099 Compliance

Lynn Belletti, Director, Global Procurement, Account Payable & Travel/Expense Processing, BNY Mellon; Jess Scheer, Executive Editor, IOFM; Christie Russey, Accounts Payable and Credit Card Manager, Chenega Corporation

Nicole Caley, Founder and President, Payables Solution Partners, LLC

Benchmarking Your AP Performance

2019 Changes in 1099 and 1042-S Reporting and Tax Regulations

PANEL: ‘Ask An Expert’ Your Leadership Questions

Jon Petz, Performance Expert, Author, Keynote Speaker

TRACK E: Payments PANEL: Payment Automation – What You Need to Know Before Investing in New Technology

Managing Payment Discrepancies: How to Avoid Spending Dollars to Chase Pennies or Simplifying Payment Allocations

Moderator: Jess Scheer, Executive Editor, IOFM; Panelist; James R. Scott, Senior Vice President, ACOM Solutions

Laurie Heuss, Accounts Payable Manager, New Resources Consulting

Dynamic Discounting: Why Paying Invoices Early Doesn’t Have to Be an All or Nothing Proposition Tom Glassanos, President, The Bavelos Group

Don’t Leave Money On the Table: Strategies for Capturing Early Pay Discounts Bob Jaffe, Founder, Executive Managing Director Vendor Payment Optimization Services, LLC

Case Study: How Discover Aligned AP and Procurement Cathy Davis, Sr. Corporate Purchasing Manager – Procurement to Payment, Discover

When Not To Pay Early: Why the Rise Interest Rates May Change When You Should Pay Your Invoices Tom Glassanos, President, The Bavelos Group

Lynn Cirrincione, Director, Cash and Banking Operations Allstate Insurance Company

TRACK C: AP Security

TRACKS F & G: Automation Case Studies

Fraud Interviewing Techniques

Travel Management in a Booming Economy

Rocco Lueck, Assistant Professor-Accounting and Risk Management, Hilbert College

Jack Reynaert, Manager, Global Travel/Meetings, Financial Shared Services, Meritor, Inc.

Peering Through the Microscope at Your P-Card Program Controls

What to Consider When Automating for the First Time

Terri Brustad, Manager of Content Services, NAPCP

Judy Bicking, Senior Trainer, IOFM

An Effective AP Policies & Procedures Manual Can help Move AP From Good to Great

Selling Leadership

Pam Miller, Senior Trainer, IOFM

Judy Bicking, Senior Trainer, IOFM

With so many technology choices, where do you start? Attend these sessions to learn directly from the profession’s top technology experts. Topics range from how to automate for the first time, to how to roll out new technology seamlessly, to what cutting-edge technology should be on your radar.

Post-Conference Workshops & Certifications W E D N E S D AY, M AY 22 FULL DAY 8:00am – 4:00pm Accounts Payable Certification – Manager Pam Miller, Senior Trainer, IOFM In one full day, you will be prepared to earn your certification credentials as an Accredited Payables Manager. Designed for those with AP Manager level titles and above, this course walks you through the best practices for managing an AP siloed function. You’re required to do more with less – process more invoices with fewer people, inadequate automation technology and sometimes misaligned operational functions. This course helps you overcome those barriers to success, enabling you to more effectively manage your team regardless of resource limitations.

Procure-to-Pay Certification – Manager Judy Bicking, Senior Trainer, IOFM In one full day, you will be prepared to earn your certification credentials as an Accredited P2P Manager. Leading just your AP processes or just your Procurement processes is only half the battle. To truly operate as a best-in-class function, Procurement and AP must be aligned. This course provides best practices for breaking down the silo-thinking to enable seamless handoffs between both halves of the P2P process. This course is ideal for AP and Procurement managers who want to improve their holistic P2P performance.

HALF DAY 9:00am – 12:00pm 1099 Basic Training Marianne Couch, Principal, Cokala Tax Information Reporting Solutions, LLC This half-day workshop is the abbreviated version of our Full Day 1099 Bootcamp Comprehensive Workshop (offered on Sunday). You’ll come away from this workshop able to address:

• Which documents are required to file Form W-9 • What backup tax withholding is required to comply with the IRS’ “B” Notices and its TIN Matching service • What is required for year-end statements to payees and other filing to the IRS • How to handle the most challenging payment types: Sole proprietors, DBAs, LLCs, legal settlements, attorneys, expense reimbursements.

Performance Improvement: Using KPIs to boost AP Efficiency Jess Scheer, Executive Editor, IOFM Are you considering improvements to your Accounts Payable processes, but aren’t sure where to start? Where could you be more efficient or effective? How much of an improvement is realistic? Benchmarking is easier said than done. This workshop will help you address: • H ow can I build the business case to begin measuring? • W hat governance, policies, and procedures should be in place before we begin measuring? • H ow should we determine what to measure and who to benchmark against?

HALF DAY 1:00pm – 4:00pm Advanced Training: 1099 and 1042-S Reportable Payments Mary Kallewaard, Cokala Tax Information Reporting Solutions, LLC This half-day workshop provides real-world case studies, hands-on practice with form validity reviews, and detailed discussion of the tax regulatory requirements for documenting the status of foreign payees, as well as how to research and apply reduced tax withholding under tax treaty provisions. This Intermediate level workshop is suggested for those that have prior training on the basic rules of what separates Form 1042-S reportable payments to foreign entities or individuals, from Form 1099 reportable payments to U.S. payees.

• What is, and isn’t, reportable on Form 1099-MISC • Which exempt payee are not reported on Form 1099

REPEATED FROM SUN. 5/19

PRICING

Amazing Venue. Spectacular Attractions. Extraordinary Value. Disney’s Yacht and Beach Club Resort® Book early to take advantage of the APP2P conference attendee room discounts. events.iofm.com/conference-spring/venue

EARLY BIRD PRICING

(expires March 22, 2019)

STANDARD PRICING (after March 22, 2019)

Conference Pass

(Includes access to the Sunday evening conference kick-off activities, plus all sessions, receptions on Sunday and Monday, and breakfast and lunch on Monday and Tuesday) IOFM Member Discounted Pricing

$1,255

$1,455

NON-Member Pricing

$1,555

$1,755

Value Pass

(The Value Pass includes all the benefits of the Conference Pass, PLUS your choice of: 1 Certification; OR 1 full-day workshop; OR 2 half-day workshops)

SAVE $225 with Value Pass registration! A la carte pricing is $795 each for full-day workshops and certifications, and $395 each for half-day workshops. IOFM Member Discounted Pricing

$1,825

$2,150

NON-Member Pricing

$2,125

$2,450

All Access Pass

(All Access Pass includes all the benefits of the Conference Pass, PLUS two full days of pre-/post-conference programs, in the form of: 2 certifications; OR 1 certification + 1 fullday workshop; OR 1 certification + 2 half-day workshops)

SAVE $520 with All Access Pass registration! A la carte pricing is $795 each for

Networking for professional connections that last. • C onference kick-off reception with attendees, exhibitors and speakers, plus giveaways, raffles, activities, and more!

• M eet leading innovators in AP and P2P technology – learn about their services and sign up for walking tours. • P eer-to-peer roundtables – connect with your industry peers and discuss challenges, solutions, best practices, and benchmarking. • C omplimentary professional photo booth!

full-day workshops and certifications, and $395 each for half-day workshops. IOFM Member Discounted Pricing

$2,325

$2,650

NON-Member Pricing

$2,625

$2,950

MEMBERSHIP 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. Review IOFM Membership benefits and options by visiting iofm.com/join

*IOFM Members save $300 on their APP2P Conference registration!