APP2P Conference Brochure

Register by June 30, 2016 and SAVE $400

The connections that advance your career.

The training that propels you forward.

Featured Speakers:

TITLE SPONSOR:

GOLD SPONSORS: Nicole Caley Director of Accounts Payable ACE HARDWARE

Tony Sayer Vice President, Assistant Corporate Controller Shared Services PARKER HANNIFIN CORP

SILVER SPONSORS:

Erika Erjavec

Katrina Lomax

Manager of Accounts Payable PROGRESSIVE INSURANCE

Global Procurement Operations Program Manager, Global Business Services NETAPP

Register by June 30th for the lowest rate! www.iofm.com/conference-fall 207-842-5557 customerservice@iofm.com

Workshops & Certifications Customize your conference experience.

Dive deep into the topics that matter to you.

“ I passed the APM certification and thought the review was excellent!”

- Alan Van Zandt, Fidelity

Pre-Conference Full Day Programs:

Post-Conference Full Day Programs:

Monday, October 24

Thursday, October 27

8am - 4pm • Accounts Payable Certification Training

8am - 4pm • Accounts Payable Certification Training Pam Miller, Senior Trainer, IOFM

Pam Miller, Senior Trainer, IOFM

• P2P Automation Masters Facilitated by Henry Ijams, Managing Director, Paystream Advisors, Inc.

• Certified Professional Controller Training Chris Doxey, Senior Trainer, IOFM

• Leading Strategies for Today’s Controller

• Procure-to-Pay Certification Training

Facilitated by Chris Doxey, Senior Trainer, IOFM

Judy Bicking, Senior Trainer, IOFM

• AP & P2P Women’s Summit: Career Advancement and Personal Empowerment for Women in Finance

• IRS Regulation Bootcamp

Facilitated by Judy Bicking, Senior Trainer, IOFM

Marianne Couch, J.D., Principal, Cokala Tax Information Reporting Solutions, LLC.

Pre-Conference Half Day Programs:

Mary Kallewaard, Principal, Cokala Tax Information Reporting Solutions, LLC.

Monday, October 24

Post-Conference Half Day Programs:

9am - 12pm • Form 1099 Bootcamp

Thursday, October 27

Marianne Couch, J.D., Principal, Cokala Tax Information Reporting Solutions, LLC

9am - 12pm • Sales & Use Tax Bootcamp

• Fundamentals of AP Project Management

Diane Yetter, President, YETTER

Steve Iannarone, Senior Manager, Global Shared Services, Arthur J. Gallagher & Co.

1pm - 4pm: • How to Use Metrics, Surveys and Benchmarking to Enhance and Manage your Operations Rob Rogers, Director of Editorial & Certification Content, IOFM

• Designing and Implementing a P2P Shared Services Model

• Escheatment and Management: Don’t Lose Sleep Over Unclaimed Property Law Compliance Karen L.Anderson, J.D., Vice President, Reporting Compliance, Keane

1pm - 4pm: • How to Use Metrics, Surveys, and Benchmarking to Enhance and Manage your Operations Rob Rogers, Director of Editorial & Certification Content, IOFM

Trey Robinson, Partner, ScottMadden, Inc.

For full course descriptions, visit www.iofm.com/conference-fall

CERTIFICATION

Join the best and brightest in AP & P2P by earning the credentials that advance your career.

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Finance & Management Earning APM or APS certified 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.

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Monday, October 24 or Thursday, October 27 8am - 4pm

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AP CERTIFICATION

Thursday, October 27 8am - 4pm

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.

For more information about AP & P2P Certifications, visit www.iofm.com/conference-fall.

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 Two days. 70+ sessions. The training, innovation and insights you need to excel in AP & P2P.

8 Conference Tracks cover everything you need to know and more for 2016:

AP Fundamentals & Best Practices Compliance P2P Automation Masters Leadership, Process Improvement, & Metrics AP & P2P Automation I AP & P2P Automation II Shared Services & GBS Leading Strategies for Today’s Controller

Session topics include: • Measure to Manage: How to Use Metrics to Become Best-in-Class

• The Keys to a Successful Global Working Capital Strategy

• Latest 1099 and 1042-S Developments

• Building an Effective Automation Business Case

• P-Card, Virtual Accounts, and Discounts - Balancing Opportunities in ePayments

• Retention Strategies for Finance Leadership

• Vendor Master File Best Practices

• Procurement & AP: Making the Relationship Work

• Building a Consolidated Global Purchasing Infrastructure From the Ground Up

• Surviving, and Thriving, in a Paper-Based Environment

• Best-in-Class: Taking Your Automation to the Next Level

• What You Need to Know Now About the Changes to the Uniform Unclaimed Property Act

• Accounts Payable in a SAP Environment • Best Practices in Cross Border Payments • Developing P2P KPIs – What to Measure and How to Measure it • How Controllers Can Partner with Internal Audit: Strategies for Success • Improving Your Supply Chain Process • Building a High-Performance Team • How to Raise the Profile of AP Internally • Best Practices in Remote Operations Management • Becoming a Best-in-Class Shared Services Organization • What AP Needs to Know About Sales & Use Tax

• Creating a Culture of Excellence

• Processes, Policy and Forms for Standardizing Procurement and Accounts Payable

“There were more than enough topics to find a session relevant to me. Networking with others to learn how they are improving AP processes was very beneficial.”

– Vonda Leftridge, Booz Allen Hamilton

Presented by AP and P2P all-stars from leading organizations, including: Ace Hardware | Arthur J. Gallagher & Co. | Cincinnati Children’s Hospital Medical Center | Columbia University | CVS Health | Follett | McGraw-Hill Education | International | NetApp | NYU Medical Center | Parker Hannifin Corp. | Progressive Insurance | Rio Tinto | Southwest Airlines | VSP | World Duty Free Group

Connect with practitioners from across North America who face the same challenges at one of the following roundtables: Colleges & Universities Compliance Healthcare Internal Controls Oracle ERP Department Size (1-5, 6-11, or 12+ AP employees) Procure-to-Pay SAP ERP Shared Services

• Getting Your Suppliers to do Business Electronically • Navigating the Unique AP & P2P Challenges in Healthcare • From RFP to Implementation: A Step-by-Step Guide to Automation • Moving from Shared Services to Global Business Services – What Does World-class Look Like?

• Getting the Best from your BPO • Financial Supply Chain Secrets • Making AP “Free”

Tons of Fun • Fun freebies and giveaways for all (and something special just for members!)

• Complimentary drinks & refreshments at Margaritaville during during a special attendees-only party on Tuesday night

Much more!

VENUE Caesars Palace

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:

Exclusive attendee rate: $208/night while room allotment lasts. Book early for best availability.

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

• Peer-to-Peer Roundtables organized by industry, company size, ERP system and more

From the moment you walk through the doors of Caesars Palace, you’ll understand why this iconic Las Vegas luxury hotel sets the standard for opulent details, impeccable service and lavish Las Vegas accommodations. Special touches make the difference between an ordinary visit to Vegas and a spectacular experience.

• Talk to some of the leading innovators in AP & P2P technology and learn about their services

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

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

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.

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

PRICING

SUPER SAVER RATE by 6/30/2016

EARLY BIRD RATE by 8/19/2016

STANDARD RATE after 8/19/2016

CONFERENCE PASS (includes conference sessions October 24 & 25 and receptions on October 23 & 24) AP & P2P Network Members Non-Members

$995 (SAVE $400!)

$1,195

$1,395

$1,295 (SAVE $400!)

$1,495

$1,695

VALUE PASS: Conference PLUS any Full Day Pre- or Post-Conference Workshop or Certification Program AP & P2P Network Members

$1,595 (SAVE $495!)

$1,795

$2,090

Non-Members

$1,895 (SAVE $495!)

$2,095

$2,390

WORKSHOPS

Full or Half Day

Date

Time

Price

Accounts Payable Certification

Full

Oct. 24 & 27

8:00am – 4:00pm

$795

Procure-to-Pay Certification

Full

Oct. 27

8:00am – 4:00pm

$795

Certified Professional Controller Certification

Full

Oct. 27

8:00am – 4:00pm

$795

P2P Automation Masters

Full

Oct. 24

8:00am – 4:00pm

$795

Leading Strategies for Today’s Controller

Full

Oct. 24

8:00am – 4:00pm

$795

AP & P2P Women’s Summit: Career Advancement and Personal Empowerment for Women in Finance

Full

Oct. 24

8:00am – 4:00pm

$795

IRS Regulation Bootcamp

Full

Oct. 27

8:00am – 4:00pm

$795

Form 1099 Bootcamp

Half

Oct. 24

9:00am – 12:00pm

$395

Fundamentals of AP Project Management

Half

Oct. 24

9:00am – 12:00pm

$395

Designing and Implementing a P2P Shared Services Model

Half

Oct. 24

1:00pm – 4:00pm

$395

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

Half

Oct. 24 & 27

1:00pm – 4:00pm

$395

Sales & Use Tax Bootcamp

Half

Oct. 27

9:00am – 12:00pm

$395

Escheatment and Management: Don’t Lose Sleep over Unclaimed Property Law Compliance

Half

Oct. 27

9:00am – 12:00pm

$395

Register by June 30 to save $400! www.iofm.com/conference-fall

207-842-5557

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customerservice@iofm.com