ARO2C Conference Brochure

FEATURED SPEAKERS

Register By December 31, 2015 & SAVE $400

Debbie Vander Bogart Vice President, Global Shared Services Levi Strauss & Co.

Sam Hall

Holly Veasey

Scott Senatore CCE, ICCE

Global Process Owner – Accounts Accounts Receivable/Accounts Payable Manager Receivable, Rolls-Royce Graphic Packaging International, Inc.

Senior Director, Americas Finance Shared Services, Verifone

The connections that advance your career.

The training that propels you forward.

GOLD SPONSOR

©Disney

SILVER SPONSORS

REGISTER BY THE END OF THE YEAR FOR THE LOWEST RATE! www.iofm.com/ar-conference | 207-842-5557 | customerservice@iofm.com

Pre-conference Workshops Customize your conference experience. Dive deep into the topics that matter to you.

Pre-Conference: Full-Day Programs TUESDAY, MAY 24 ¡ 8:30AM-4:30PM

}}Accounts Receivable Certification Training PRESENTED BY: Pam Miller, Senior Trainer, IOFM

}}Order-to-Cash Certification Training

Pre-Conference: Morning Half-Day Program TUESDAY, MAY 24 ¡ 9:00 AM–12:00 PM

}}How to Create a Winning Automation Plan and Sell it to the C-Suite PRESENTED BY: Mark Brousseau, Special Projects Editor, IOFM; President, Brousseau & Associates

PRESENTED BY: Judy Bicking, Senior Trainer, IOFM

Pre-Conference: Afternoon Half-Day Program

“

“This was one of the best conferences I’ve attended in quite some time. Very relevant, a lot of take-aways and a good pace.”

— 2015 conference attendee

TUESDAY, MAY 24 ¡ 1:00 PM-4:00 PM

}}AR & O2C Leaders Roundtable (Note: registration limited to 24 people) FACILITATED BY: Rob Rogers, Director, Membership & Certification Content

The most trusted certification program in Accounts Receivable... and now in O2C.

AR Certification

O2C Certification NEW!

The ARM and ARS designations are

IOFM’s new O2C Certification is designed to

globally recognized standards of

equip sales, credit, billing, AR and collection

excellence in the Accounts Receivable

leaders and practitioners to understand

profession. The training course was

each element of the order-to-cash process.

developed by leading experts and trainers to formalize

The goal of the program is to enable leaders to harmonize

the fundamentals of the profession and then dig deep

discrete processes into a smooth set of end-to-end operations

into the specific skills required to become a true leader

transparent to customers, enhancing customer experience

in AR. Covering critical topics like order processing, credit

and facilitating successful business. The O2C Certification

management, billing, collections, and internal controls, the

Program provides critical guidance on each element as

program is a must for anyone dedicated to a successful career in AR. Earning certification as an Accredited Receivables Specialist (ARS) or an Accredited Receivables Manager (ARM) signifies that an individual or department has demonstrated the depth of knowledge required to excel in today’s complex business environment.

well as the overall O2C process to align and enhance the business goals of increasing sales while protecting the cash.

Certification recognizes leaders and practitioners’ knowledge and expertise in the individual and overall aspects of Orderto-Cash, demonstrating their unique preparation to lead and support O2C process collaboration, integration and performance, enabling their organizations to realize the value in this essential process.

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.

Plus! Automation sessions and case studies:

Conference Sessions

Insights into how the latest technologies are changing the world of AR and O2C.

Two days. 30+ sessions. The training, innovation and insights you need to excel in AR & O2C.

Session topics include:

Speakers include:

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

}}Debbie Vander Bogart, VP of Finance – Global Business Services, Levi Strauss & Co.

}}Abandoned and Unclaimed Property – What You Need to Know? }}Take the Fear Out of Managing Personnel Problems }}Sales and Use Tax: What AR Pros Need to Know to Manage Risk }}Designing Order-to-Cash to Improve the Bottom Line }}Selling your AR and O2C Automation Project to the C-Suite }}Best Practices for Reducing DSO }}Panel: Effectively Managing Multiple Generations in the Workplace }}Developing O2C KPI’s – What to Measure and How to Measure It }}Accounts Receivable Fraud Detection and Prevention

}}Scott Senatore, CCE, ICCE, Senior Director, Americas Finance Shared Services, Verifone }}Sam Hall, Global Process Owner – Accounts Receivable, Rolls-Royce plc }}Jason Rupaka, ARM, Accounts Receivable Team Lead, Foley Carrier Services, LLC }} Jim Becker, Vice President - O2C GPO, Xerox Business Services, LLC }}John Salek, VP Order to Cash, Genpact }}Marty Collins, Director, Order to Cash, Trimble Navigation Limited }}Tracey Taylor, AR Services Manager, Vulcan Materials Company

}}Tasks vs. People: the AR Manager’s Challenge

}}Holly Veasey, Accounts Receivable/Accounts Payable Manager, Graphic Packaging International, Inc.

}}Best in Class? AR & Collection Benchmarks

}}Judy Bicking, Senior Trainer, IOFM

}}Why Order-to-Cash? Drivers of an End-to-End Process Approach

}}Pam Miller, Senior Trainer, IOFM

}}Order-to-Cash Ownership

}}Chris Doxey, Trainer, IOFM; Consultant, Doxey Inc. }}Heela Popal, Director, PwC }}Brian Rosenberg, CEO, The Rosenberg Group

“

The whole experience was life changing for me. The fact I got to listen to people that really understand AR was a relief. I came back to work with a new perspective.”

— 2015 conference attendee

}}Seth Bassingthwaite, Southcrest Consulting LLC }}Susan Bova-Fasano, Director, Global & Strategic Accounts, IOFM }}Rob Rogers, Director, Membership & Certification Content, IOFM

Ultra-modern by day, Victorian elegance by night.

Enjoy the best of both worlds!

Much more!

Education is important… but it’s only the beginning. The AR & O2C Conference & Expo offers opportunities you just can’t get from behind your desk, including:

}}Connections: • Nightly networking receptions with exciting activities (get a free professional headshot!) and prizes (complete the Passport and be in the drawing for dozens of great gifts)

Hotel Information Conference Sessions: Disney’s Contemporary Resort This ultra-modern Disney Resort features white-sand 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. Complimentary morning and evening shuttle service will be provided to between the Contemporary and the Grand Floridian.

Accommodations:

• Discussion and networking groups organized by industry and company size

Disney’s Grand Floridian Resort

• Talk to some of the leading innovators in AR & O2C technology and solutions and see their services for yourself

Exclusive attendee rate: $220/night

}}Tons of fun: • A Certification Celebration for all who have earned certification from IOFM • Fun freebies and giveaways for all (and something special just for members!)

• Special rates on Disney park passes

Membership saves you… in more ways than one!

Membership to The AR Network (TARN) saves you $200 on your conference registration.

While room allotment lasts. Book early for best availability.

Victorian elegance meets modern sophistication at this lavish bayside Resort hotel. Relax in the sumptuous lobby as the live orchestra plays ragtime, jazz and popular Disney tunes. Bask on the white-sand beach, indulge in a luxurious massage and watch the fireworks light up the sky over Cinderella Castle. Just one stop to Magic Kingdom park on the complimentary Resort Monorail, this timeless Victorian-style marvel evokes Palm Beach’s golden era.

With hundreds of tools, templates, and resources at your fingertips on the member site, your membership also saves you time, money and headaches all year long. Haven’t joined yet? Become a member when you register for instant savings!

YES! Register me for AR & O2C Conference.

SUPER SAVER RATE BY 12/31/2015

PRICING

EARLY BIRD RATE BY 3/18/2016

STANDARD RATE AFTER 3/18/2016

AR & O2C Conference & Expo (includes reception on May 24 and main conference sessions May 25-26) TARN Members

$895 SAVE $400!

$1,095

$1,295

Non-Members

$1,095 SAVE $400!

$1,295

$1,495

Value Pass: Conference PLUS Full-Day Certification Class (choose AR or O2C on May 24) TARN Members

$1,595 SAVE $495!

$1,795

$1,990

Non-Members

$1,795 SAVE $495!

$1,995

$2,190

Time

Price

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

9:00am – 12:00pm

$395

AR & O2C Leaders Roundtable (Note: registration limited to 24 people)

1:00pm – 4:00pm

$495

Half-Day Pre-Conference Workshops (May 24)

REGISTER BY DECEMBER 31 FOR THE LOWEST RATE! www.iofm.com/ar-conference

207-842-5557

customerservice@iofm.com

Prefer to mail? Download a printable registration form from our website or request one via email at customerservice@iofm.com.