APP2P Fall 2019 Event Guide

Connections that advance your career.

Training

that propels you forward.

October 15–17, 2019 Westin Kierland Resort Scottsdale, AZ

Event Guide YOUR ON-SITE GUIDE TO: + Tips & Maps for Getting Around

+ Workshops & Certifications

+ Mobile App

+ Exhibitor Listing

+ Full Event Schedule

+ Exhibitor Passport to Prizes

+ General Session & Keynote Presentation

+ Plan Ahead for 2020!

Title Sponsor: Gold Sponsors:

Welcome to the Accounts Payable & Procure-to-Pay Fall 2019 Conference & Expo!

›› Your Need-to-Know Conference Information New!

KNOWLEDGE HUB SESSIONS

Stop by the Knowledge Hub stage, located in the back of the Exhibit Hall, to see firsthand solutions and products that can take your organization to the next level! Check the mobile app for a full schedule of these quick demos.

HAVE YOU DOWNLOADED THE CONFERENCE MOBILE APP? Get in on discussions, post photos and activities, get advanced notifications/alerts and connect with fellow attendees. + RECEIVE important alerts + CHECK your daily schedule + GET notifications about flash giveaways and prizes + NAVIGATE the exhibit hall and meeting space

NEED HELP? During Tuesday’s Opening Reception, use the Networking Bingo game card you’ll be given at the door, and find fellow attendees who meet the criteria spelled out on the card until you’ve reached BINGO! Drop off your completed game card in the raffle drum at IOFM Booth #103 and you might hear your name called during the drawing!

ATTENDEE HAPPY HOUR

Drinks in the Desert!

TUESDAY, OCTOBER 15 6:15PM - 7:15PM NORTHERN SKY TERRACE

Join us for drinks and light snacks on the Northern Sky Terrace immediately following Tuesday’s opening reception.

SEE YOU THERE! 2 – A PP 2 P FA L L 2019 EVEN T GU I D E

Visit Customer Service at the Main Level Registration area.

DOWNLOAD THE APP! Go to the app store and search “AttendeeHub,” then download.

Once it’s downloaded, open the app and search “AP,” then “Open.”

Getting Around LOBBY LEVEL Parke

SitGreaves

Pathfinder

Whipple

Trailblazers Ballroom A Trailblazers Trailblazers Ballroom C Ballroom DE

Mapmakers

Powell

Trailblazers Ballroom B

Tribal

Registration & Customer Service

Rainmakers Ballroom A

Northern Sky Terrace

LOWER LEVEL (LL)

Exhibit Hall Kierland Grand Ballroom

Rainmakers Ballroom B-C

Kirkland

Herberger Ballroom 3

Herberger Ballroom 4

Noble Boardroom

Greenway AB

Herberger Ballroom 1-2

EXHIBIT HALL HOURS TUESDAY, OCTOBER 15 5:00PM - 6:15PM WEDNESDAY, OCTOBER 16 7:15AM - 8:00AM | 10:30AM - 11:15AM 12:15PM - 1:30PM | 3:30PM - 4:15PM | 5:15PM - 6:30PM

Westin Kierland Resort › Registration and Customer Service Culturekeepers Registration Desk Lobby Level › Conference Kick-Off Herberger Ballroom 4 › Closing Keynote Herberger Ballroom 4 › Exhibit Hall Kierland Grand Ballroom

› Meals, Networking Breaks and Receptions Kierland Grand Ballroom › Session Rooms Greenway Herberger Ballroom 1 Herberger Ballroom 3 Rainmakers Ballroom BC Trailblazers Ballroom A Trailblazers Ballroom B Trailblazers Ballroom C

THURSDAY, OCTOBER 17 7:15AM - 8:10AM | 10:20AM - 11:00AM 12:00PM - 1:15PM

NETWORKING TUESDAY, OCTOBER 15 | 5:00PM - 6:15PM

Opening Reception in the Exhibit Hall Sponsored by Title Sponsor Basware WEDNESDAY, OCTOBER 16 | 5:15PM - 6:30PM

Networking Reception in the Exhibit Hall

COMPLIMENTARY PROFESSIONAL PHOTO Update your LinkedIn photo at booth #113!

WEDNESDAY, OCTOBER 16 | 11:00AM - 6:30PM IOFM.COM – 3

CONFERENCE SESSIONS

By Track

›› Wednesday & Thursday, October 16 - 17 TRACK A & B: Peer-Tested Best Practices The best way to understand the “how” behind adjusting your process is to take a deep dive into another AP function’s journey. These sessions will provide first-hand accounts from your peers on what worked and what they would have done differently, giving you a leg up as you consider undergoing similar changes. These sessions are focused on the needs of both Managers and Specialists.

SPECIALISTS An Effective AP Policies & Procedures Manual Can help Move AP from Good to Great Excel Power Query & Power Pivot + Power Bi Explained and Demonstrated How to Survive the Terminator – Artificial Intelligence, Organizational Change Management and YOU!

TRACK D: Leadership – Career Development AP leaders are expected to do more with less, all the while lacking the respect and resources from senior management. These sessions are designed to help you keep your staff motivated and engaged, helping you overcome these daunting challenges.

Leading with Emotional Intelligence: Why You Need It and How to Apply It

Maintaining Efficiency in a Changing Environment!

Selling Leadership

Staffing: Keys to Reducing Attrition and Increasing Loyalty

Establishing P2P and Supplier Strategy

Panel ‘Ask the Experts’

How We Identified Fraud (and You Can Too)

TRACK E: AP Technology Trends

Benchmarking IOFM’s Latest Insights Understanding Your Customers

TRACK B: Peer-Tested Best Practices – Managers MANAGERS

Forward-thinking organizations are looking for ways to better leverage their existing ERP systems to boost AP efficiency, utilize more electronic payments, and embrace robotic process automation. Learn first hand from your peers that are leading the way.

Benchmarking: How to Take Your P-Card Program to the Next Level While Maintaining Control

Who Really Owns the Vendor Master File

Keys To Consider When Outsourcing AP Operations

PANEL: Payment Automation – What you Need to Know Before Investing in New Technology

Benchmarking IOFM’s Latest Insights

How to Successfully Manage the Transitioning of an Outsourced AP Department

Invoices are Not ‘One Size Fits All’ – Match the Process to the Invoice

Must Have Metrics

Regulatory fines and penalties are on the rise – from the IRS, US Treasury Department, and state’s escheatment departments; learn what you can do to mitigate compliance risk for your organization.

PANEL: Unclaimed Property Advisors Share Best Practices Use Tax Accrual: Manual and Automated Options to Keep you Compliant

Don’t Settle For How You’ve Always Done It: Tips and Tricks for Holistic AP Process Reviews What the IRS Looks for In Your Form 1099-Compliance Procedures South Dakota vs. Wayfair: Its Effect on Sales and USE Tax PLEASE NOTE: (LL) = Lower Level

CONFERENCE TRACK KEY

LOCATION

TRACK A: Peer-Tested Best Practices | Specialists

Herberger Ballroom 2 (LL)

TRACK B: Peer-Tested Best Practices | Managers

Herberger Ballroom 1-2 (LL)

TRACK C: Compliance

Trailblazers Ballroom C

TRACK D: Leadership/ Career Development

Rainmakers Ballroom BC

TRACK E: AP Technology Trends

Greenway (LL)

TRACK F: Automation Case Studies I

Trailblazers Ballroom A

TRACK G: Automation Case Studies II

Trailblazers Ballroom B

4 – A PP 2 P FA L L 2019 EVEN T GU I D E

Lessons Learned From Salesforce’s AP Transformation Journey CASE STUDY: Identifying an AP Automation Approach

TRACK F & G: Automation Case Studies

TRACK C: Compliance

2019 Changes in 1099 and 1042-S Reporting and Tax Regulations

PANEL: What’s Next in P2P Automation (Sponsored)

Technology enablement drives greater AP efficiency. Period. But which systems are right for you? These sessions provide you with the latest insights into AP automation tools for you to consider.

Sessions Sponsored by: Basware | ACOMPAY | DataServ | Corcentric | APEX Analytix | Fifth Third Bank | Tradeshift | Nvoicepay | SAP Concur | Symbeo | IPS | Goby | City National Bank | Celonis Inc.

General Session & Keynote Presentation

›› Share

insight, expertise, inspiration.

New!

KEYNOTE SPEAKER

CONFERENCE KICK-OFF WEDNESDAY, OCTOBER 16

THURSDAY, OCTOBER 17 1:30PM - 2:45PM | HERBERGER BALLROOM 4

8:00AM - 9:15AM | HERBERGER BALLROOM 4

DAN THURMON

ORIENTATION:

Off Balance On Purpose

Hit the ground running at APP2P Fall!

Are you new to the conference, looking for networking, or want tips to make the most of your time in Scottsdale?

In the first half of this Conference Kick-Off general session, you will meet and network with your colleagues to start off your conference experience.

We’ll share tips for getting around, navigating the mobile app, and more.

The second half will help you get the most out of every conference session, all of which provide strategies to improve the efficiency or the effectiveness of your AP/P2P teams. This interactive discussion will focus on

A common challenge for organizations today is helping employees bring more energy to work, and not only embrace change, but see it as an opportunity to lead.

In this keynote, Dan energizes his audience with an interactive performance while giving them a multi-dimensional view of success. He doesn’t stand behind a podium and talk about dealing with fear and change – he demonstrates what being uncomfortable and living off balance on purpose actually looks like.

helping you find the right balance between those two goals by providing benchmarks to answer three crucial questions: 1. How does your team compare to your peers?

2. How much improvement is realistic as you invest in your team’s performance?

3. What peer-tested best practices should you consider at each stage of your journey?

Sponsored by: Presented by: Jason Vincelette, Basware

Jess Scheer, IOFM

THANK YOU to Our Keynote, Sponsors, and Speakers for their expert contributions and dynamic presentations!

LEARN MORE ON THE CONFERENCE MOBILE APP!

IOFM.COM – 5

Exhibiting Companies

TITLE SPONSOR Basware........................................................................................ 303 GOLD SPONSORS ACOMPAY......................................................................................406 APEX Analytix................................................................................ 203 Celonis Inc..................................................................................... 302 City National Bank....................................................................... 507 Corcentric......................................................................................407 DataServ.........................................................................................401 Fifth Third Bank........................................................................... 309 Goby................................................................................................500 IPS....................................................................................................501 Nvoicepay...................................................................................... 308 Symbeo.......................................................................................... 209 Tradeshift....................................................................................... 202 SILVER SPONSORS Capital One.....................................................................................510 Corporate Spending Innovations...............................................215 Divvy.................................................................................................313 DocuWare.......................................................................................410 KnowledgeLake............................................................................ 208 SAP Concour................................................................................. 928 Statement Matching.....................................................................601 Xerox Corporation.........................................................................611 EXHIBITORS ABBYY..............................................................................................106 AeroPay Express............................................................................109 B2BE................................................................................................ 603 Boost Payment Solutions............................................................. 115 Chetu Inc........................................................................................ 312 Cokala Tax Information Reporting Solutions, LLC..................112 Comdata.......................................................................................... 213

Commerce Bank........................................................................... 924 ComplyRight................................................................................... 212 CPS Payment Services.................................................................610 DigiTech Systems.......................................................................... 412 Esker.................................................................................................411 Expense Anywhere........................................................................315 Global Exchange Payment Solutions........................................ 110 HTC Global Services.....................................................................914 ibml.................................................................................................904 InvoiceInfo...................................................................................... 912 IOFM.......................................................................... 103 iPayables.......................................................................................... 511 IQ Backoffice................................................................................ 902 JP Morgan....................................................................................... 314 Keane .............................................................................................608 Laserfische.................................................................................... 605 Lateetud..........................................................................................108 Miria Systems................................................................................606 OnPay Solutions, Inc................................................................... 508 Oversight Systems........................................................................210 Pagero.............................................................................................610 Paybox Corp...................................................................................916 PayClearly.......................................................................................104 Paymerang..................................................................................... 936 Platinum Circle Partners.............................................................102 Precis............................................................................................... 214 Ryan LLC........................................................................................ 938 Select Imaging................................................................................114 Sovos.............................................................................................. 506 Transcepta.......................................................................................512 Travel Leaders............................................................................... 926 True Partners Consulting.......................................................... 600 U.S. Bank........................................................................................ 602

EXHIBITOR PASSPORT

TO PRIZES

Collect Passport stamps from every exhibitor during exhibit hall hours and bring your completed Passport game sheet to the raffle drum in IOFM Booth #103 for a chance to win one of several prizes!

6 – A PP 2 P FA L L 2019 EVEN T GU I D E

Exhibit Hall Map

KIERLAND GRAND BALLROOM

New!

KNOWLEDGE HUB

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MAIN ENTRANCE

Thank You to our Premium Sponsors

Title Sponsor: Gold Sponsors:

Silver Sponsors:

CONTINUE THE CONNECTIONS YOU’VE MADE! IOFM.COM – 7

©DISNEY

Save the Dates!

We hope to see you next spring at Disney’s® Coronado Springs Resort!

Join us at the 2020 APP2P Fall Conference & Expo in Las Vegas!

May 12-14, 2020

November 16 - 18, 2020

Disney’s® Coronado Springs Resort | Orlando, FL

The Mirage | Las Vegas, NV

FOR MORE INFORMATION ABOUT OUR EVENTS, CONTACT: Gail Robinson, Conference Advisor 207.842.5627

events@iofm.com

iofm.com/events Produced in association with:

POST-CONFERENCE SURVEY EARN A CHANCE TO WIN!

$100 AMAZON GIFT CARD

Your feedback is critical to plan next year’s APP2P Conference!

Don’t forget to complete the APP2P post-conference survey you will receive via email after the event. When you submit your completed online survey, you will automatically be entered to win a $100 Amazon Gift Card!