Register By March 18, 2016 & SAVE $200
The connections that advance your career. The training that propels you forward. GOLD SPONSORS
SILVER SPONSORS
PRODUCED BY
REGISTER BY MARCH 18 TO SAVE $200 OFF THE DOOR PRICE www.iofm.com/ar-conference
207-842-5557
customerservice@iofm.com
Two days. Three breakout tracks. Panel discussions. Certification classes. Networking events. Education is important… but it’s only the beginning. The AR & O2C Conference offers opportunities you just can’t get from behind your desk. The world of AR & O2C has become complex; but it’s no match for the gathering of intelligent and innovative minds who will be delving head-first into these topics and more: }} Collections
}} Compliance
}} Order-to-Cash
}} Process & controls
}} Metrics & benchmarking
}} Leadership
}} Automation
}} Shared Services
}} Payments
Venue 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. 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.
Accommodations: Disney’s Grand Floridian Resort®
©Disney
Exclusive attendee rate: $220/night. While room allotment lasts. Book early for best availability.
2
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. Complimentary shuttle service will be provided between the Grand Floridian and the Contemporary in the morning and afternoon on May 24th-26th, 2016.
www.iofm.com/ar-conference | 207-842-5557 | customerservice@iofm.com
Keynote Presentations Tuesday, May 24 | 4:15 pm - 5:15 pm
Thursday, May 26 | 8:30 am - 9:30 am
The Proven Path to Extraordinary Leadership
What is the Secret Sauce to Keeping Your Best People?
Debbie Vander Bogart, Vice President, Global Shared Services, Levi Strauss & Co The biggest challenge in effecting change in an organization is getting everyone on board to make it happen. There is a tremendous need for leadership. But what is leadership? How is it done? Can it be learned? Debbie Vander Bogart will share insights gained over 20-plus years in the development and leading of high performing teams in both the US & International markets. Along the way Debbie has made a study of leadership, and she has excelled in creating and executing comprehensive strategies that drive employee engagement and high performing cultures through her servant leadership approach. Debbie will share what’s real and what’s proven in leadership, with specific ideas and illustrations, to lay out a path to becoming an extraordinary leader.
Dick Finnegan, Speaker, Author, & CEO, C-Suite Analytics
Tired of the same old clichés? This session will disclose the absolute, most important retention skill and give participants a pathway to build and apply it. Or in other words, this session is “Retention Made Easy.” Participants will leave with a clear plan and skills to never lose an employee they want to keep. And here’s a hint: they won’t stay with you if they don’t trust you.
…Don’t forget about the FUN! }} Nightly cocktail receptions }} Fun freebies and giveaways for all (and something special just for members!) }} Special rates on Disney park passes
Celebrate your certification! Hard work pays off! Join your fellow IOFM certified peers at an exclusive party – just for you. Complete with fireworks, sweet treats, and a surprise Disney guest or two! Tuesday, May 24th at 7:15 pm
Membership saves you… in more ways than one!
Membership to The Accounts Receivable Network (AR) saves you $200 on your conference registration. But it goes beyond that! With a membership to The AR 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.thearnetwork.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. Become a member when you register for the conference and get instant savings!
3
Agenda
“
I learned many new things during my AR certification class. I had thought it would be easy for me as I already work in AR, but I soon realized that it’s a much more complex process than I imagined.”
Tuesday, May 24 8:00 am - 4:00 pm
Pre-Conference Certifications See page 6 of the brochure for more information.
9:00 am - 12:00 pm
Pre-Conference Half-Day Morning Workshop See page 6 of the brochure for more information.
1:00 pm - 4:00 pm
Pre-Conference Half-Day Afternoon Workshop See page 6 of the brochure for more information.
4:15 pm - 5:15 pm Opening Keynote: The Proven Path to Extraordinary Leadership Debbie Vander Bogart, Vice President, Global Shared Services, Levi Strauss & Co
5:15 pm - 6:15 pm
Executive Panel: Executives on Proactive Leadership: Getting Results from Your Workforce
6:15 pm - 7:15 pm
Welcome Reception
7:15 pm
Certification Celebration for all IOFM certification holders
Wednesday, May 25 7:45 am - 8:15 am
Sunrise Sessions: Get to Know the New AR & O2C Network
8:20 am - 9:20 am
Peer-to-Peer Roundtables
9:30 am - 10:30 am
Keynote: Breaking Down the Walls - How to Build a Customer-Focused O2C Team in a Siloed Organization Darin Ball, Vice President, Credit & Collection, DS Services of America, Inc.
10:30 am - 10:40 am
11:15 am – 12:15 pm
Meet the Title & Gold Sponsors Breakout A
Breakout B
Breakout C
Order-to-Cash Excellence: Building a High Performance Culture and Process
Take the Fear Out of Managing Personnel Problems
Order-to-Cash in 2020 – The Digital Adoption Curve and Federal Government Mandate Converge!
Judy Bicking, Senior Trainer, IOFM
Sam Hall, Global Process Owner Accounts Receivable, Rolls-Royce, PIC
1:30 pm – 2:30 pm
2:45 pm - 3:45 pm
4:15 pm - 5:15 pm
5:15 pm - 7:00 pm
4
Matthew Oakes, Chairman of the Board & Chief Executive Officer, Direct Insite
Creating Value for Your Customer in the O2C Process
Abandoned and Unclaimed Property – What You Need to Know
AR & O2C Automation Case Study
John Salek, VP Order to Cash, Genpact
Heela Popal, Director, PwC Ranolyn Davis, Manager, PwC
High Radius
How to Improve Your DSO: Ramp-Up Your Collection Cycle
Developing O2C KPI’s: What to Measure and How to Measure it
AR & O2C Automation Case Study
Chris Doxey, CPC, Trainer, IOFM
Holly Veasey, Accounts Receivable/ Accounts Payable Manager, Graphic Packaging International
Speaker to be announced
Moving AR From a Decentralized to Centralized Environment
The Case for Outsourcing Accounts Receivable
AR & O2C Automation Case Study
Tracey Taylor, AR Services Manager, Vulcan Materials Company
Jim Becker, Vice President O2C GPO / Finance & Accounting, Xerox Business Services LLC | Bob Dietsch, Director O2C , Cardinal Health
Speaker to be announced
Networking Reception
“
IOFM is the lifeline for anyone who takes Accounts Receivable seriously and wants to succeed at their job. It provides a wealth of information for the present and a clear vision of the future for AR.”
Thursday, May 26 8:20 am - 9:30 am AR & O2C Spotlight Awards KEYNOTE: What is the Secret Sauce to Keeping Your Best People? Dick Finnegan, Speaker, Author, & CEO, C-Suite Analytics
9:40 am - 10:40 am Peer-to-Peer Roundtables
11:30 am – 12:30 pm
Breakout A
Breakout B
Breakout C
Effective Collections Strategies
Sales Tax Challenges for Order-to-Cash
AR & O2C Automation Case Study
Diane Yetter, President, YETTER & Sales Tax Institute
Speaker to be announced
Jason Rupaka, ARM, Accounts Receivable Team Lead, Foley Carrier Services, LLC
1:30 pm - 2:30 pm Panel: Effectively Managing Multiple Generations Moderated by Susan Bova-Fasano, APM, Director, Global & Strategic Accounts, IOFM
Peer-to-Peer Roundtables One of the most popular features of every Conference! Exchange ideas and share experiences and solutions with AR & O2C professionals in your industry or similar department size. Roundtable topics (join the group that best speaks to your needs!): }} AR Departments with 1-5 employees }} AR Departments with 6+ employees }} Shared Services }} Order-to-Cash
REGISTER BY MARCH 18 FOR THE LOWEST RATE! www.iofm.com/ar-conference
207-842-5557
customerservice@iofm.com 5
IOFM Spotlight Awards Shining a light on outstanding achievement in AR & O2C Does your Manager or Director demonstrate outstanding, inspirational leadership? Has your department gone above and beyond to improve process and implement best practices? The IOFM Spotlight Awards were developed to recognize noteworthy achievements and outstanding efforts in financial operations. Spotlight Awards for achievements in AR and Order-to-Cash will be presented at the May 2016 AR & O2C Conference. IOFM’s committee will review nominations and select a slate of finalists and a single winner for each of the four awards presented. Recognize important achievements in AR and O2C. Nominate yourself, your supervisor or your colleague for an IOFM Spotlight Award. Nominations are now being accepted for the following Awards: }} AR Manager of the Year
Nomination deadline: Tuesday, March 1st, 2016
}} AR Department of the Year
Make your nominations at: www.iofm.com/ar-conference/iofm-spotlight-awards
}} O2C Manager of the Year }} O2C Department of the Year
The most trusted certification program in Accounts Receivable… and now in O2C.
6
Accounts Receivable Certification Training
Order-to-Cash Certification Training
Tuesday, May 24 | 8:00am - 4:00pm
Tuesday, May 24 | 8:00am - 4:00pm
PRESENTED BY: Pam Miller, Senior Trainer, IOFM
PRESENTED BY: Judy Bicking, Senior Trainer, IOFM
The ARM and ARS designations are globally recognized standards of excellence in the Accounts Receivable profession. The training course was developed by leading experts and trainers to formalize the fundamentals of the profession and then dig deep into the specific skills required to become a true leader in AR. Covering critical topics like order processing, credit management, billing, collections, and internal controls, the 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.
IOFM’s new O2C Certification is designed to equip sales, credit, billing, AR and collection leaders and practitioners to understand the order-to- cash process and the alignment and interaction of its elements. The goal of the program is to enable leaders to harmonize discrete processes into a smooth set of end-to-end operations transparent to customers, enhancing customer experience and facilitating successful business operations. The O2C Certification Program provides critical guidance on each element as 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 Order-to-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.
Register for a Value Pass to add certification at a discounted rate!
Register By March 18, 2016 & SAVE $200
Workshops Workshops provide the kind of in-depth education you can’t get online, through corporate training programs, or at any other AR event! Space is limited. Secure your spot when you register!
How to Create a Winning Automation Plan and Sell it to the C-Suite Tuesday, May 24 | 9:00 AM – 12:00 PM PRESENTED BY: Mark Brousseau, Special Projects Editor, IOFM; President, Brousseau & Associates Many Accounts Receivable professionals are unsure how to select, deploy, and manage the right technologies for their automation. This hands-on workshop will combine exclusive IOFM benchmarking data with the lessons learned by organizations of all sizes to provide attendees with everything they need to know to evaluate, select, cost-justify, deploy, manage and expand accounts payable technologies. You’ll get proven tips for making the business case and then successfully deploying accounts payable automation and managing the change; learn how to make employees and other stakeholders stark-raving fans of automation and how to manage your vendor for a strong partnership.
AR & O2C Leaders Roundtable Tuesday, May 24 | 1:00 PM – 4:00 PM FACILITATED BY: Rob Rogers, Director, Membership & Certification Content, IOFM You are invited to be part of an exclusive group of senior AR & O2C executives for a 1/2 day peer-driven roundtable-style discussion. This limited attendance program brings together leaders to share common concerns and problems through an open-sharing roundtable discussion, leveraging recently compiled metrics from The Accounts Receivable Network.
YES! Register me for AR & O2C Conference.
PRICING
EARLY BIRD RATE BY 3/18/2016
STANDARD RATE AFTER 3/18/2016
AR & O2C Conference & Expo (includes receptions and main conference sessions on May 24, 25 & 26) AR Network Members
$1,095
SAVE $200!
$1,295
Non-Members
$1,295
SAVE $200!
$1,495
Value Pass: Conference PLUS Full-Day Certification Class (choose AR or O2C on May 24) AR Network Members
$1,795 SAVE $295!
$1,990
Non-Members
$1,995 SAVE $295!
$2,190
Half-Day Pre-Conference Workshops (May 24)
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
Did you know we offer group discounts? Divide and conquer! Rather than forcing yourself to decide between concurrent sessions on leadership, automation, and compliance, attend with your team! Discounted pricing starts with 2 or more attendees. Bringing more than 5 people? Call us at 207.842.5557 for great rates for larger groups.
REGISTER BY MARCH 18 TO SAVE $200 OFF THE DOOR PRICE! 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.
Diversified Communications 121 Free Street Portland, ME 04101
REGISTER BY MARCH 18 FOR $200 OFF THE DOOR PRICE! www.iofm.com/ar-conference
207-842-5557
customerservice@iofm.com
Register By March 18, 2016 & SAVE $200
“ “
The whole experience was life changing for me. The fact that I got to listen to people that really understand AR was a relief. I came back to work with a new perspective.” This was one of the best conferences I’ve attended in quite some time. Very relevant, a lot of takeaways and a good pace.”
www.iofm.com/ar-conference
207-842-5557
customerservice@iofm.com