Accounts Payable & Procedure-To-Pay Conference & Expo, Fall 2015 by Diversified Communications

SAVE $485

with new Value Pass options while Early Bird discount is in effect!

Don’t miss the largest, most comprehensive event dedicated to Accounts Payable and Procure-to-Pay! • 60+ essential learning sessions and workshops • Career-advancing on-site certification training and exams • Peer networking and real-world case studies • Latest strategies for regulatory compliance • Smart solutions for efficiency and cost savings

See all the new 2015 features, program updates, and special sessions on page 2 “I’m a new AP Manager and found the conference particularly effective at getting me to think about the future direction of AP differently” – Paul Form, Accounts Payable Manager, Nabors Corporate Services

“The workshops provided valuable strategic insights as well as technical solutions on how to achieve significant returns in managing Accounts Payable operations” ~ Karen Mccalister, Director, Indiana University Caesars Palace: Book NOW while attendee room discounts are still available!

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Dear Colleagues, Today’s organizations require their staff to adapt quickly, learn new technologies, and maximize resources. This is especially true for AP professionals who have to constantly strive to improve processes, create efficiencies, learn new solutions, and become best in class. Register now for the IOFM AP & P2P Conference & Expo this October 25-28 at Caesars Palace in Las Vegas — it’s the most important conference and expo for AP and P2P professionals this year. We’ve packed the program with 4 days of nonstop learning, networking, strategies, and motivation. The 2015 program includes: • Five Conference Tracks with 60+ on-target learning opportunities • Inspiring and motivating keynotes • Career advancement by earning valuable CPE and CEU credits • Meet-and-Mingle Meals, and several networking activities, including two receptions • Exclusive AP and P2P Peer Networking Groups • On-site certification training including testing, workshops, and much more! Also, a reminder to book your room now at Caesars Palace while special AP & P2P attendee discounts are still available; go to www.iofm.com/conference-fall-venue. Attending the conference is an important investment in your training and development that will come back to you and your company in the form of higher productivity, new skills, fresh ideas, updated strategies, and proven solutions. I look forward to meeting you at the AP & P2P Conference & Expo this October! Sincerely, “I loved the ‘Managing the AP Staff: An Open Forum’

session. It provided lots of real, concrete ideas for how to handle processes and people that I know I’ll be able to use.“ – Faith Stringer Business Coordinator III Texas A&M University

Brian Cuthbert Executive Director, IOFM bcuthbert@divcom.com P.S. If you haven’t already, join The Accounts Payable Network (TAPN), your one-stop educational resource for everything you need to excel in AP – plus TAPN members can save up to $485 with new Value Pass conference registration options.

NEW for 2015! The Accounts Payable Network (TAPN) is the world’s largest AP-focused organization. It is now a vital part of the Institute of Finance & Management family.

• NEW “AP in the Hot Seat!“ Choose from sessions on audits, fraud, and employee performance problems • NEW Value Pass & Value Pass Plus registration options pack in more training than ever before • NEW Peer Networking Groups refreshed for maximum benefit! Bring your business cards to share with your colleagues! • NEW content focusing on P2P best practices and case studies • NEW workshops on managing staff, benchmarking, and internal controls • NEW panel of AP and P2P executives will share lessons on proactive leadership • NEW Lunch Meet-Ups based on key networking groups

Get knowledge and skills to achieve more. Join hundreds of motivated Accounts Payable & P2P professionals from across the country looking for practical strategies to improve efficiency and solutions to the toughest challenges in AP and P2P. Keynotes to inform and inspire: Maximizing Your True Potential Dan Lier

The Future of Accounting Doug Sleeter

Human Behavior Expert and Best-Selling Author

Founder, The Sleeter Group, Inc.

Top 10 reasons to attend the AP & P2P Conference & Expo: 1.

Attending pays big dividends. Improve every aspect of your work with the skills, strategies, updates, and knowledge you can take back to your team.

Strategies and solutions that save time and money: Pick up proven best practices, solutions, and strategies from experienced practitioners and innovative strategists you meet at the conference.

Get certified! Join the exclusive group of AP professionals whose skills are recognized and acknowledged.

Customize your conference experience: AP department needs vary by industry, size and many other factors. You can customize your training to meet your specific needs.

Get inspired by the best in the field. Session presenters and practitioners represent a who’s who of top corporations in the US, enabling you to get an inside look at their best practices.

Stay in compliance. Stay up to date with the most current and complex rules and regulations to be compliant, and protect your organization, yourself and your staff.

Take your career to the next level. Increase your value as an AP professional by picking up the tools, tips, and skills needed to help you stand out and succeed.

Find the right tools for your team: See live demos and connect directly with solution providers to learn about new technologies, services, and products.

Network with your peers. Capitalize on networking opportunities to meet AP pros from around the world who speak your AP language.

10. Get re-energized! Return to your team energized and ready to share what you’ve learned, implement exciting new practices, and boost your organization’s efficiency and productivity.

Who should attend • Accounts Payable Managers and Supervisors • Accounting Administrator • Associate/Clerk/Specialist • Accounting Managers, Directors and Analysts • Compliance Officers and Controllers • Directors of Shared Services

• Directors of Accounts Payable • Directors of Procurement and Purchasing • Financial Operations Managers • Procurement Specialists • Purchasing Managers • Treasury Managers/Directors • Vice Presidents of Finance

Hear best practices and case studies from these top organizations: • Ancestry.com • Booz Allen Hamilton • Campbell Soup Company • Levi Strauss • LinkedIn • Netflix, Inc.

• Scottrade, Inc. • The Hackett Group • Transamerica • Vanderbilt University • Voya

Conference program New! Executive Panel – AP & P2P Executives on Proactive Leadership: Getting Results from Your Workforce Tuesday, October 27 8:00am

This panel of experts, comprised of AP & P2P executives, has tackled the challenges of managing today’s complex workforce, hands on. They understand the problems unique to an AP/P2P environment. How do they hire strategically? What do they do to motivate employees and create results-oriented teams? Where are the minefields with problem employees? What mistakes have they made and learned from? You will hear stories of triumph, failure and, most importantly, the lessons that helped them become the top leaders they are today. Featured Panelists from FedEx, Viacom, and CapitalOne.

Track 2

AP University: Mastering Accounts Payable: Get practical tips and techniques on everything from core AP procedures to the latest research you need to stay ahead of the game.

Successfully Implementing Automation: Learn how to avoid pitfalls, minimize resistance, save money and efficiently implement automation.

11:30am – 12:30pm

How AP Should Work in the Perfect World – Cherry Donnelly, Accounting Manager, Transamerica Life Insurance Company

Avoiding the Paper Chase: A Case Study on How AP Transformation is Paying Off – Amy Childers, Accounts Payables Manager, Bernalillo County

2:45pm – 3:45pm

Management on Board? How to Get the Support You Need – Montee Kaminetzky, Accounts Payable Manager, B&H Photo and Video

Major Automation Trends: What to Expect and How They Will Impact You – Henry Ijams, APM, Managing Director, PayStream Advisors

4:15pm – 5:15pm

The State of Accounts Payable 2015 – Rob Rogers, Editorial Director, Institute of Finance & Management

Automation Solutions from NAPCP – Katie Beatty, Community Engagement Specialist, NAPCP

9:30am – 10:30am

Increasing Efficiencies at Booz Allen Hamilton – How We Did It and What We Learned – Tory Simpson, Senior Associate, and Ronda Price, Senior Associate, Booz Allen Hamilton

Session details coming soon!

11:30am – 12:30pm

Invest in Human Capital to Reduce Turnover & Achieve Best-in-Class Status – Susan Bova-Fasano, Director, Global & Strategic Accounts, Institute of Finance & Management

How UPMC Leveraged Business Process Rules to Create ‘Touchless’ Invoice Processing – Kelly Coxon, APM, AIRP, Director, Procure-To-Pay, University of Pittsburgh Medical Center

2:45pm – 3:45pm

Creating and Making Your AP Policies and Procedures Manual a Valuable Tool! – Linda Kenney, Accounts Payable Supervisor, Scottrade, Inc.

AP Automation Using Optical Character Recognition – Becky Linton, Senior Manager, Global Accounts Payable, Netflix, Inc.

AP & P2P

Track 1

Monday, October 26

Tuesday, October 27

NOTE: Conference Program subject to change. Please check www.iofm.com/conference-fall frequently for updates and session descriptions,

at a glance New! Super Sessions: AP and P2P in the Hot Seat Tuesday, October 27 1:30pm

Does the thought of an audit keep you up at night, wondering how and if you will survive it? Are you constantly questioning if fraud is costing you money? Do you stress over that problem employee you’re hesitant to terminate? We’ve got you covered. Choose to attend one of these three Hot Seat Super Sessions and get expert advice and practical solutions from those who’ve lived through them:

• Surviving Unclaimed Property Audits – Karen Anderson, J.D., Vice President, Reporting Compliance, KEANE and William King, Associate General Counsel & Project Manager, KEANE • Take the Fear Out of Managing Personnel Problems! – Judy Bicking, Consultant P2P, O2C, Certification Trainer, Process Re-engineering, Retired J&J Global AP P2P Director Finance Business Solutions • Fraud – Don’t Let it Happen to You! – Pam Miller, APM, Education Director, Institute of Finance & Management

Track 3

Track 4

Track 5

Achieving Compliance and Improving Operations: Get the latest updates on compliance issues and strategies for improving operations.

Putting P2P Best Practices into Place: Leading organizations share crucial strategies covering all stages of the P2P cycle.

Solution Provider Track: Tap into the expertise of top technology vendors, consultants, regulatory experts and other service providers who can save you time and money.

Latest 1099 Developments and Compliance Tips – Marianne Couch, J.D., Principal, COKALA Tax Information Reporting Solutions

Viacom on P2P Challenges – Tracey Ruff, Sr. Director GBS P2P & Master Data, Viacom

• Taulia • NvoicePay • Mastercard (TG) • StatementMatching.com

How a New Working Capital Strategy Paid Off For Campbell’s – Jeff Long, Director of Finance, Global Transaction Services, Campbell Soup Company, and Bob Jaffe, BSME, MBA, USGTF, Executive Managing Director, Vendor Payment Optimization Services, LLC

P2P: From Beginning to End – Reaching Excellence Through Best Practices – Debbie Vander Bogart, VP of Finance, Global Business Services, Levi Strauss & Co.

• Commerce Bank • Corcentric • Ariba • GlobalVCard

Managing the Invoice Process when Paper is Still King – Pam Miller, APM, Education Director, Institute of Finance & Management

P2P: What Does It Mean? – A Vanderbilt University Case Study – Tony Grayson, Director, Disbursements & P2P, Vanderbilt University

• Tradeshift • AvidXchange • Basware • Perceptive

How to Effectively Manage Unclaimed Property Compliance – Karen Anderson, J.D., Vice President, Reporting Compliance, KEANE

Why Managing AP and Purchasing Together Makes Sense – Gary Fenton, Senior Manager, Accounts Payable, Travel, Vendor Management, Ancestry.com

• PNC • Canon Info and Imaging • Store Financial

AP Improvements that Can Be Made Without IT Intervention – Peggy Franzen, Senior Manager, Global Payables Process Owner, LinkedIn

Offshoring – A Case Study in AP and Procurement Operations – Angelica Hurtado, Assistant Vice President of Procurement Operations, Voya

• ProConversions/Kodak • TCS • Deloitte

Latest 1099 Developments and Compliance Tips – Marianne Couch, J.D., Principal, COKALA Tax Information Reporting Solutions

Developing P2P KPI’s – What and How to Measure Them – Penny Weller, Ph.D., CMA, Global Business Services, North American Practice Lead, The Hackett Group

• Bottomline • Direct Commerce

and to see the complete conference “Schedule by Day.”

Workshops and Certifications continued on next page.

Workshops & Certifications Maximize your learning Workshops optimize your conference experience, offering focused sessions targeting the topics that matter most to you and your organization. Learn in an intimate, interactive environment from some of the top AP practitioners and experts in the field today. Workshops fill fast! Reserve early for best availability. Go to www.iofm.com/conference-fall for complete workshop descriptions.

Get certified on-site Add these letters after your name – APS, APM or CPRS – and boost your career to the next level! Research shows that on average, salaries for certified AP professionals are 10-14% higher than those who are not certified. Earning AP Certification at the AP & P2P Conference & Expo is a great way to make the most of your conference experience. Certifications include exams.

Buy the Value Pass or Value Pass Plus and get access to the entire conference, plus up to 4 workshops and/or 2 certifications!

Pre-Conference Certifications and Workshops, October 25 Full-Day 8:30am – 4:30pm Certifications and Exams

• Accounts Payable Certification Training & Exam – Pam Miller, APM, Education Director, IOFM • Certified Payments Reporting Specialist Training & Exam – Marianne Couch, JD, Principal, COKALA Tax Information Reporting Solutions, LLC

Full-Day 9:00am – 4:00pm Workshop

• Managing Change in AP at Colleges and Universities

Half-Day 9:00am – 12:00pm Workshops

• Step-By-Step: The Keys to Creating and Implementing a Winning Automation Plan – Henry Ijams, APM, Managing Director, PayStream Advisors • How to Use Metrics, Surveys and Benchmarking to Enhance and Manager Your Operations – Jon Casher, President, Casher Associates, Inc. • Case Studies in P2P Fraud: Analyzing What Went Wrong – Chris Doxey, CAPP, CCSA, CISA, Executive Director – Controller’s Certification Program, IOFM • Managing AP & P2P Priorities and Projects – David Sanders, President, Sanders and Sullivan Consulting

Half-Day 1:00pm – 4:00pm Workshops

• Sales and Use Tax: What AP Pros Need to Know to Manage Risk – Diane Yetter, President, YETTER Sales Tax Institute • The Critical Role of Your Vendor Master File in Governance, Risk Management and Compliance – Jon Casher, President, Casher Associates, Inc. • AP Planning and Leadership for a Changing Business Environment – Penny Weller, Ph.D., CMA, Global Business Services, North American Practice Lead, The Hackett Group • How to Establish and Effective AP/P2P Internal Controls System – David Sanders, President, Sanders and Sullivan Consulting

Bonus Solution Provider Workshop 4:30pm – 5:30pm

• KnowledgeLake

Post-Conference Certifications and Workshops, October 28 Full-Day 8:30am – 4:30pm Certifications and Exams

Half-Day 9:00am – 12:00pm Workshop

• Managing the FUN Stuff: How to Hire the Best Employees and Motivate Them to Succeed – Chrys Olson, AP Manager – Gaiam, Inc. & Leadership Trainer – Chrys Olson Leadership Consulting

Half-Day 1:00pm – 4:00pm Workshop

• Managing the HARD Stuff: How to Manage Performance, Conflict and Problem Employees – Chrys Olson, AP Manager – Gaiam, Inc. & Leadership Trainer – Chrys Olson Leadership Consulting

Special $199 hotel rate is based on availability through Sept. 23 — book now!

Enjoy spectacular Caesars Palace at the exclusive AP & P2P attendee rate! Book early for best rates The special room rate for AP & P2P attendees is $199 per night. To reserve your room, go to www.iofm.com/conference-fall and click on “Venue,” or call OnPeak Reservations at 800.803.5804. NOTE: To get your discounted AP & P2P Conference & Expo room rate, you must book through OnPeak. Deadline for reserving rooms at the conference rate is Wednesday, September 23, 2015. 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. Visit the Omnia Nightclub, Garden of the Gods Pool Oasis, The Forum Shops, Golf, Vista Cocktail, and more! During your down time, enjoy fine dining, world-class shopping, championship golf courses, luxurious spas, exciting nightlife, and top-name entertainment, all within blocks of easy walking.

Fast, Easy Registration: Hurry, save $100! Early Bird: Expires Aug. 14, 2015

Standard Pricing: Beginning Aug. 15, 2015

Conference Pass

$1,295 member*/$1,395 non-member

$1,395 member*/$1,495 non-member

Value Pass

$1,945 member*/$2,045 non-member

$2,045 member*/$2,145 non-member

Includes full conference access plus ONE of the following: Full Day Workshop • 2 Half Day Workshops • 1 Certification (APS, APM, or CPRS/1099) Value Pass Plus

$2,395 member*/2,495 non-member

$2,495 member*/$2,595 non-member

Includes full conference access plus TWO of the following: Full Day Workshop • 2 Half Day Workshops • 1 Certification (APS, APM, or CPRS/1099) *Members of The AP Network save $100 on their conference registration. Visit www.theaccountspayablenetwork.com to join

A la carte options (must be registered with a Conference Pass in order to purchase a la carte workshops or certifications)

Half Day Workshop

$395

Full Day Workshop

$655

Accounts Payable Certification Training & Exam

$795

Certified Payments Reporting Specialist Training & Exam

$795

Diversified Communications 121 Free Street Portland, ME 04112

Contact Gail Robinson at (207) 842-5627 grobinson@divcom.com

www.iofm.com/conference-fall

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Education • Inspiration • Certification AP & P2P Conference & Expo, October 25-28, Caesars Palace, Las Vegas

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