IOFM Media Kit 2024

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.

Josh Barrett Director of 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.

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.

*Data based on attendee survey results from the Spring and Fall 2023 Conferences.

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

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

• Benefit from IOFM's established 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.

PROMOTION

• IOFM will market your sponsored white paper to a target audience of relevant AP or AR professionals via emails and digital promotions.

PUBLICATION

• Enlighten your prospects on the 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.

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

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.

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.

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.

DESIRABLE DEMOGRAPHICS

Connect with senior decision makers and key influencers from leading organizations representing a broad cross-section of industries.

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.

• Each demo session will be 45 minutes 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.

• Live polling questions plus Q&A help drive engagement and direct interaction with sponsors.

• An IOFM team member will hold a tech rehearsal as well as monitor the technical aspects during your live demo, ensuring a smooth execution.

• You will receive the full list of email addresses for attendees to your 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.

•

AR Demo Days

Virtual Town Hall Meetings

Cost: $6,125

These 90-minute educational sessions cover a variety of timely topics.

• Each Virtual Town Hall may have up to 5 speakers.

• An IOFM moderator will help drive the discussion, letting you and your fellow panelists share different perspectives.

• Live polling questions and Q&A allow the opportunity to showcase your organization’s expertise and leadership.

• The registration list will be provided to the sponsors.

• IOFM Town Halls

Virtual Private Lunch

Cost: $10,000

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.

• IOFM will help you select a moderator for the one-hour discussion.

• IOFM will work with you to create a demographic profile of the desired attendees (i.e., size of company, title of attendees).

• As the sponsor, you are encouraged to participate in a moderated conversation with the attendees, with 1-2 members of your team engaged in the discussion.

• The attendee list will be provided to the sponsor.

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.

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.

To learn more about IOFM’s Solution Consultant Certification programs, visit: iofm.com/certification/solution-consultant

IOFM MEMBERSHIP

Go Where Your Customers Go For Content.

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.

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.

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

Our four programs offer training on the focus of your choice, including:

They are delivered online or in-person to best suit your needs.