2024
MEDIA KIT Connecting Solution Providers with Key Decision Makers, Purchasers, and Influencers
MESSAGE FROM THE DIRECTOR OF
INSTITUTE OF FINANCE & MANAGEMENT DEAR COLLEAGUE: On behalf of the IOFM team, thank you for considering partnering with us to achieve your business goals in 2024. The past year has brought growth and changes in our community, with a pent-up need for best practices and solutions in all sectors of financial operations. And, more AR professionals have turned to IOFM for resources to help improve their cash management processes and strategies. IOFM holds the highest standard in providing valuable training and relevant, timely content for financial operations professionals. We will continue to offer both virtual and in-person events, facilitating business connections that drive success and efficiency. Our strongest relationships with solution providers have developed as a result of our goal to build long term, sustained partnerships. Put simply, we aspire to be an extension of your business. We embrace the fact that our position as thought leaders and subject matter experts in the financial operations community is one we earn. Our goal is to maintain and grow that position. I look forward to hearing from you and appreciate the opportunity to be a trusted partner for you andyour business.
Connecting Solution Providers with Key Decision Makers, Purchasers, and Influencers in: • Accounts Payable
• Accounts Receivable • Billing
• Credit & Collections • Disbursements
• Fraud Prevention • Order-To-Cash
• Procure-To-Pay
• Shared Services
Josh Barrett Director of Institute of Finance & Management
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ABOUT THE
INSTITUTE OF FINANCE & MANAGEMENT
Your Success is Our Business. Financial operations professionals are facing mounting pressures to improve their performance. Add to that the continued impact of the pandemic on the economy and business environment. To meet operational and strategic goals, cash must be paid and collected faster – and more accurately. Compliance regulations are continually changing – and the fines are increasing. Add in the increasing role of AI and automation in all aspects of financial operations. And threats of fraud and abuse are evolving quickly as cyber criminals use more sophisticated technologies. Despite these challenges, there are few reliable, independent, and comprehensive resources to turn to for help. That’s why IOFM exists. Our community of more than 35,000 financial operations professionals are constantly looking for solutions, services and resources to do their jobs with increased confidence, improved productivity, and greater efficiency. Continue reading to learn more about how you can access our audience of influencers and decision makers in AP and AR.
TABLE OF CONTENTS Continue reading to learn how we can help grow your business with the following solutions: Institute of Finance & Management.............................. 3 IOFM Audience........................... 4
Contact Sales to Discuss How IOFM can
Help You Achieve Your Business Goals This Year
IOFM Thought Leadership.......... 6 Premier Events for Financial Operations Professionals............. 9 IOFM'S Premier Virtual Events... 10 Training & Education for Solution Consultants..................11 Contact Our Team.................... 12
Gordon Bivens Senior Sales Manager gbivens@divcom.com 207-842-5668
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ABOUT THE
IOFM AUDIENCE The IOFM audience is driven by enormous pressures to discern which solutions and services will lead to increased efficiency, productivity, and compliance; and, in turn, which best practices can help transform their department into a profit center for their organization.
BY ANNUAL REVENUE 14%
Under $5 Million $5 Million - $9.9 Million
9%
$10 Million - $49.9 Million
13%
$50 Million - $199.9 Million
13%
$200 Million - $499.9 Million
$500 Million - $999.9 Million
12%
16%
18%
$1 Billion - $5 Billion
4%
$5 Billion+
BY TITLE: AP/P2P AP Manager
AP Director
17%
Director/Mgr/VP P2P
17%
Director/VP Shared Services
17%
AP Supervisor
Accounting Supervisor
7%
AP Misc.
38%
13%
3%
BY TITLE: ACCOUNTS RECEIVABLE, CREDIT & COLLECTIONS Supervisor/Manager
36%
Specialists & AR Misc.
Director/VP
22%
9%
Controllers Shared Services Directors & Managers
31%
2%
*Data based on attendee survey results from the Spring and Fall 2023 Conferences.
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ABOUT THE
IOFM AUDIENCE
BY INDUSTRY Education
12%
Financial Services (Banking, Insurance, etc.)
12%
Healthcare
11%
Other
11%
Retail/Wholesale
10%
Manufacturing
10%
Technology
Public Sector
5%
Non-profit (excludes Education/Government)
5% 5%
Energy
Professional Services (Consulting/Legal/Accounting)
3%
Utilities
3%
Transportation
2%
Consumer Packaged Goods
2%
Communications/Media
1%
Telecommunications
1%
6%
BY ERP SYSTEM 3%
3%
3%
17%
17% 16%
Oracle SAP
BY NUMBER OF AP OR AR EMPLOYEES
Microsoft Lawson
25%
30%
26%
14%
4%
Fewer than 5
5-10
11-25
26-50
51+
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Sage NetSuite
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OPPORTUNITIES WITH
IOFM THOUGHT LEADERSHIP Sponsored Webinars / $13,000 (6 weeks lead time required)
Communicate directly with financial operations professionals in real time right from your office with sponsored webinars produced by IOFM. IOFM will handle all the logistics and marketing for you – leveraging a team of seasoned professionals, reliable technology, and a vast community of financial operations professionals.
COLLABORATION
• Choose your presenter or
Subject Matter Expert (SME), either through a client of your organization, or with IOFM’s team of experts.
PROMOTION
• IOFM will market your sponsored webinar to a target audience of relevant financial operations professionals via emails and digital promotions. The ondemand recording will remain available for a minimum of three months. There is no lead guarantee with IOFM webinars.
PRESENTATION
• You’ll connect with your
audience during a 60-minute co-branded live presentation followed by an on-demand recording produced and hosted by IOFM*. Full contact information, including attendee demographics, will be provided to the sponsor upon completion of the live webinar.
*If a 2nd recording is required, through no fault of IOFM, the sponsor will pay an additional recording fee of $3,000
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OPPORTUNITIES WITH
IOFM THOUGHT LEADERSHIP Sponsored White Paper / $17,000 (8 weeks lead time required)
Sponsored white papers from IOFM are effective tools for building your brand’s reputation and credibility toward achieving the coveted status of industry thought leader.
COLLABORATION
PROMOTION
PUBLICATION
• Benefit from IOFM's established
• IOFM will market your sponsored
• Enlighten your prospects on the
credibility within the financial operations community with co-branded sponsored white papers that include your brand’s logo and company description.
•
You will also have the opportunity to include a one page (500 word) Sponsor Perspective to provide your expertise on the subject and connect the dots.
white paper to a target audience of relevant AP or AR professionals via emails and digital promotions.
latest trends and technology in financial operations with a cobranded white paper published in an accessible PDF format.
• Sponsored white papers include
4-6 pages of written content and 6-10 graphics based on IOFM’s knowledge of the selected topic.
• Content may include case studies or content from the sponsor, and IOFM data if applicable.
• As the white paper sponsor you will also have unlimited rights to distribute the document throughout your organization, as well as to your customer/ prospect base.
* If additional revisions are required the sponsor will be billed at an hourly rate of $95 per hour. 2 0 2 4 I O FM M E D I A K I T • I O F M .C O M
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OPPORTUNITIES WITH
IOFM THOUGHT LEADERSHIP IOFM Sponsored Surveys Unprecedented change demands that organizations find new ways to compete and innovate. IOFM collaborates with solution and service providers and end-user organizations to offer insights into their complex industry challenges and opportunities to optimize, grow, and protect their business.
• IOFM IS A LEADER IN PRODUCING SURVEYS for sponsors that provide valuable insights into their customers’ needs, as well as adding value for the survey participants by giving them important benchmarking insights based on the data.
• IOFM HAS BUILT MULTIPLE SURVEYS on a broad range of topics so that customers can sponsor one that best matches their business objectives. The sponsor may add five custom questions to the survey that they choose.
• IOFM WILL DISTRIBUTE THE SURVEY to its audience and analyze the data for the sponsor. IOFM’s survey sponsors do not have exclusive rights to the survey, as IOFM runs multiple surveys throughout the year and the subject matter may overlap. Survey results can be used as the basis for webinars and white papers which are also produced by IOFM and have a lead generation component included. Sponsors will receive the contact and demographic information of all survey participants.
Have a bright idea? Have a bright idea for a big project? Need some insider information?
IOFM CAN HELP!
Use IOFM's advisory services and expertise to learn about your audience and position your company as a thought leader in the process!
IOFM VENDOR SURVEY TOPICS
• P2P Automation • AP Automation • T&E • Payments • AR automation and processes HOW WE DO IT
• Access to an engaged audience of
financial operations professionals who rely on IOFM.com for timely, relevant information and expertise
• Experience with complex AP, P2P, AR, O2C and accounting business issues
• Insights into specific industries and functional skills
• Deep knowledge of, and expertise in, technology
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PREMIER EVENTS FOR
FINANCIAL OPERATIONS PROFESSIONALS IOFM'S IN-PERSON EVENTS present an unmatched opportunity to connect your brand with key influencers and decision-makers in AP and AR. IOFM'S SPRING AND FALL CONFERENCES bring together experienced practitioners, managers, and innovative strategists for an all-inclusive, in-depth learning experience.
2024 Conferences Spring 2024 ©
Dis
HIGHLY ENGAGED ATTENDEES Financial operations professionals have attended IOFM’s events year after year for the best-in-class education and networking experience they have come to expect from IOFM events.
May 19-21, 2024 Disney’s Yacht and Beach Club Resort® / Lake Buena Vista, FL
MEASURABLE MARKET GROWTH IOFM’s conferences build trust among attendees from years past and attract new prospects from a vast and engaged community of financial operations professionals.
Learn more at:
events.iofm.com/conference-spring
Fall 2024
DESIRABLE DEMOGRAPHICS Connect with senior decision makers and key influencers from leading organizations representing a broad cross-section of industries.
November 5-7, 2024 Caesars Palace / Las Vegas, NV
Learn more at:
events.iofm.com/conference-fall
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ne
y
OPPORTUNITIES WITH
IOFM'S PREMIER VIRTUAL EVENTS IOFM’s virtual events help fill a need for the financial operations community to connect virtually to discover, explore, and discuss strategies, resources, and best practices to help them navigate the challenges they face and review the solutions they need. Virtual event opportunities from IOFM include:
• AP Demo Days
Virtual Demo Days Cost: $8,950 IOFM's Virtual Demo Days give sponsors the opportunity to showcase their products and services in 45-minute demo sessions. demo session will be 45 minutes • Each long. The first 30 minutes are dedicated to demoing your product or service, and the final 15 minutes will focus on audience discussion and Q&A. polling questions plus Q&A help • Live drive engagement and direct interaction with sponsors. IOFM team member will hold a tech • An rehearsal as well as monitor the technical aspects during your live demo, ensuring a smooth execution. will receive the full list of email • You addresses for attendees to your
• AR Demo Days
• IOFM Town Halls
Virtual Town Hall Meetings
Virtual Private Lunch
Cost: $6,125
Enhance your organization’s thought leadership position by engaging with a hand-selected group of influencers and decision makers for a focused Zoom conversation about their challenges and opportunities.
These 90-minute educational sessions cover a variety of timely topics. Virtual Town Hall may have up to • Each 5 speakers. IOFM moderator will help drive the • An discussion, letting you and your fellow panelists share different perspectives. polling questions and Q&A allow • Live the opportunity to showcase your organization’s expertise and leadership.
• The registration list will be provided to the sponsors.
Cost: $10,000
will help you select a moderator for • IOFM the one-hour discussion. will work with you to create a • IOFM demographic profile of the desired attendees (i.e., size of company, title of attendees). the sponsor, you are encouraged to • As participate in a moderated conversation with the attendees, with 1-2 members of your team engaged in the discussion. attendee list will be provided to the • The sponsor.
45-minute session.
* For the above virtual event opportunities, IOFM will market your participation to a targeted audience of financial operations professionals via email and digital promotions.
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OPPORTUNITIES WITH TRAINING & EDUCATION FOR SOLUTION CONSULTANTS SOLUTION CONSULTANT CERTIFICATION
Credibility Counts. Your customers have needs, and they are evolving at the speed of technology. In order to properly position your product or service, you need to speak your customer’s language fluently and truly understand their needs and their challenges. This is particularly relevant now, and is the critical first step in establishing credibility and quality leads.
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IOFM Members have access to hundreds of resources including critical compliance updates, benchmarking data and reports, case studies, best practice reports, articles, tools, templates and more. Exclusive benchmark surveys provide a wealth of information on performance metrics, processing policies and practices, and implementation and effectiveness of automation technologies.
IV
AT
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.
-C
Go Where Your Customers Go For Content.
They are delivered online or in-person to best suit your needs.
RDER-TO
IOFM MEMBERSHIP
AP, P2P, AR or O2C
•O
To learn more about IOFM’s Solution Consultant Certification programs, visit: iofm.com/certification/solution-consultant
Our four programs offer training on the focus of your choice, including:
•
Our Solution Consultant Certification Programs offer the training you or your sales team need to stand out to audiences that have unique opportunities and challenges. Certification will give you the knowledge, understanding and perspective that leads to deeper customer relationships. Our programs can cater to individuals as well as teams, and are delivered online or in person to best suit your needs.
Solution providers who purchase membership also receive valuable discounts on IOFM Certifications as well as access to exclusive content. Learn more at: iofm.com/join
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Are you ready to connect with our audience of 35,000+ financial operations professionals eager for solutions?
Contact Our Sales Team:
Gordon Bivens
Gail Robinson
Senior Sales Manager gbivens@divcom.com 207-842-5668
grobinson@divcom.com 207-842-5627
Allison Hughes Produced by:
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ahughes@divcom.com 207-842-5663
Lindsay Edmonds ledmonds@divcom.com 207-842-5600
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