APP2P Spring Conference & Expo 2021 Early Bird Brochure

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ADLINE

REGISTER BY JULY 2, 2021 AND SAVE UP TO $325! iofm.com/conference-spring

August 29-31, 2021 DISNEY’S CORONADO SPRINGS RESORT® WALT DISNEY WORLD RESORT®, FL

RE-CONNECT! AN UN-MATCHED EXPERIENCE TO HELP YOU THRIVE Join your peers from across the country to re-connect, learn from IOFM’s unmatched speakers, and explore the latest solutions at the Accounts Payable & Procure-to-Pay Conference & Expo!

The Accounts Payable & Procure-to-Pay Conference & Expo sets the standard for excellence in delivering an unforgettable experience and the most relevant training program for financial operations professionals.

Best-in-Class Training and Networking: + In-Depth Workshops + Certifications + Peer Roundtables + Conference Kick-off + Educational Sessions + Receptions, networking activities, and more

98%

of past IOFM event attendees said they planned to share what they learned at the Conference with their colleagues and/or staff.* *Source: 2019 AP & P2P Spring Conference & Expo Attendee Survey, May 2019

YOUR HEALTH AND SAFETY For the past year, the IOFM team has been working closely with Disney staff to plan the Conference with the health and safety of our attendees, exhibitors, sponsors, staff, and speakers as our top priority.

You can stay up-to-date with the most current information on our Health & Safety web page.

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APP2P CONFERENCE SCHEDULE AT-A-GLANCE SUNDAY, AUGUST 29 7:00AM

Registration Open

8:30AM – 4:30PM

Workshops & Certifications*

5:00PM – 6:15PM

Exhibit Hall Opens and Opening Reception

CHECK THE WEBSITE FREQUENTLY FOR PROGRAM UPDATES!

CUSTOMIZE YOUR EXPERIENCE Choose from a program packed with learning options including sessions, workshops, Certifications, roundtables, keynote, networking opportunities, and more.

CONNECT WITH PROFESSIONALS WHO DO WHAT YOU DO Join your peers in financial operations from industries and organizations across the country who face similar challenges, seek solutions, and discuss best practices and benchmarking with you!

*Workshops and Certifications require extra registration and cost.

CLICK HERE TO LEARN MORE.

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APP2P CONFERENCE SCHEDULE AT-A-GLANCE MONDAY, AUGUST 30 7:00AM

Registration Open Breakfast in Exhibit Hall

8:30AM – 10:00AM Conference Kickoff and AP Town Hall

8:30AM – 9:30AM

AP Town Hall

11:00AM – 4:45PM

Conference Sessions & Networking

9:30AM – 10:25AM KEYNOTE

4:45PM – 6:00PM

Reception and Exhibit Hall

9:15AM – 2:45PM

Registration Open Breakfast in Exhibit Hall

TUESDAY, AUGUST 31 7:00AM

Conference Sessions & Networking

3:00PM – 3:45PM Panel: Future of AP and Closing Remarks

CONFERENCE KICK-OFF AND ORIENTATION MONDAY, AUGUST 30 l 8:30AM – 9:00AM

Presented by: Nicole Caley and Jess Scheer

KEYNOTE

Are you new to the Conference, looking for networking, or want tips to really maximize your time on-site? This general session orientation is where you will meet and network with peers and plan your days to kick off your Conference experience. We’ll share tips for getting around, navigating the mobile app, and more.

Alex Hamerstone, QSA, CISSP

Hit the Ground Running to Start Your Conference Experience

AP TOWN HALLS MONDAY, AUGUST 30 l 9:00AM – 10:00AM and TUESDAY, AUGUST 31 l 8:30AM – 9:30AM Moderated by: Mark Brousseau Town Hall discussions promise to be highly interactive.

These panels include industry experts who will tackle questions such as: What are the best practices for optimizing supplier payments? What are the challenges accounts payable professionals face and what are the risks they must prepare for? Our panelists will be ready to answer your burning questions about the future of our industry.

TUESDAY, AUGUST 31 9:30AM – 10:25AM

Practice Lead for Governance, Risk Management, and Compliance at TrustedSec

How You Can Prevent AP Cybersecurity Breaches As an AP professional, you have access to sensitive internal and vendor information. As a result, you’re a target for cyberattacks. Do you know how to help keep your organization’s data secure?

In this presentation, renowned cybersecurity expert Alex Hamerstone will discuss the ways criminals target AP departments, which attacks are most common and damaging, and steps you and your team can take to mitigate these threats.

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PRE-CONFERENCE

*Workshops and Certifications require extra registration and cost.

CLICK HERE TO LEARN MORE.

WORKSHOPS & CERTIFICATIONS Sunday, August 29 FULL-DAY WORKSHOPS Accounts Payable Certification – Manager Jess Scheer, Executive Editor, IOFM This Certification class for those with AP Manager-level responsibilities will review best practices for leading an AP siloed function. Do more with less, and learn how to process more invoices with fewer people, inadequate automation technology, and misaligned operational functions. This course helps you overcome those barriers to success, enabling you to more effectively manage your team regardless of resource limitations.

Procure to Pay Certification – Manager Judy Bicking, Senior Trainer, IOFM Designed for those Manager level and above, this Certification class will help you go from silo-thinking to better Procurement and AP alignment. Managing just your AP processes or just your Procurement processes is only half the battle. To truly operate as a best-in-class function, Procurement and AP must work together. This course is ideal for AP and Procurement Managers who want to improve their holistic P2P performance.

IRS Regulation Boot Camp includes CPRS Certification Marianne Couch, Cokala Tax Information Reporting Solutions, LLC With ever-changing federal legislative and regulatory requirements, any organization that is not knowledgeable and prepared to comply with complex regulations for Form 1099 tax information reporting of payments could face significant penalty assessments. The penalties and risks associated with noncompliance are onerous, and the burden is on you and your organization – not the IRS – to see that you are educated about regulatory updates. Ignorance of the law leaves you and your company exposed to costly penalties and legal fees.

Accurate payment reporting is a critical function in AP, and earning a certification in this area of Accounts Payable demonstrates to your employer that you are dedicated to achieving 100% compliance.

Employees who have earned the CPRS designation can play a key role in ensuring accurate reporting and avoidance of penalty tax assessments – improving the bottom line and increasing your value to the organization.

This Workshop addresses in detail the Form W-9 solicitation, backup withholding, tax deposit and Form 1099 reporting requirements. It also reviews the IRS B-Notice and Penalty Notice procedures and includes a brief overview of Form 1042-S withholding and reporting requirements for payments to foreign vendors.

Accounts Payable Certification – Specialist Designed for those below the Manager level, this course covers peer-tested best practices for all payment process phases – from receipt of invoice to processing and payment. Learn best practices to mitigate risks stemming from tax laws, as well as T&E-related fraud and abuse.

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PRE-CONFERENCE WORKSHOPS & CERTIFICATIONS Sunday, August 29 HALF-DAY WORKSHOPS 9:30AM – 12:30PM

1:30PM – 4:30PM

The Essential Soft Skills of Leadership

Form 1099-NEC and 1099-MISC Basic Training

Nicole Caley, Founder and President – Payables Solution Partners, LLC

Mary Kallewaard, Cokala Tax Information Reporting Solutions, LLC.

In today’s competitive world, everyone is striving to go the extra mile to stand out from the crowd. However, leaders consistently seem to fall short in areas such as empathy, conflict management, creating trust, and inspiring their teams. And, if leaders weren’t challenged enough, in the blink of an eye, 2020 caused many of us to have to learn to manage remote teams with no training or preparation. In this workshop, we will focus on cultivating those soft skills and building a foundation that will benefit you both personally and professionally.

This half-day workshop provides updated essential information for the new 1099 reporting regime (used first for January 2021 reporting; now with additional changes for filing in January 2022) which requires Accounts Payable to report both the new Form 1099-NEC and the revised Form 1099-MISC. Also covers backup withholding required from certain payments (the focus of an IRS compliance campaign).

*Workshops and Certifications require extra registration and cost.

CLICK HERE TO LEARN MORE.

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SESSION TRACKS: KEY LEARNING CATEGORIES Educational Sessions TRACK

DESCRIPTION

Best Practices

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.

SAMPLE SESSIONS IN THIS TRACK: • Managing Through Change • Vendor Master File Fraud Prevention Strategies • RPA to Improve Expense Audit Workflow • AP Benchmarks

Compliance CHECK THE WEBSITE FREQUENTLY FOR PROGRAM UPDATES! With dozens of learning sessions to choose from, the APP2P Conference provides peertested best practices to help you improve all facets of your AP and P2P processes. To help you maximize your experience, Conference sessions are divided into session tracks (categories). Choose the sessions you want from any track, however you want.

TRACKS ARE: • Best Practices • Compliance • Leadership & Career Development • AP & P2P Automation Case Studies

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.

SAMPLE SESSIONS IN THIS TRACK: • 2021 Changes in Form 1099 Reporting • Form W-9 Due Diligence, Illustrated • Unclaimed Property

Leadership & Career Development

AP leaders are expected to do more with less, while lacking respect and resources from senior management.

These sessions are designed to help you keep your staff motivated and engaged so you can overcome these daunting challenges.

SAMPLE SESSIONS IN THIS TRACK: • Be a Better Leader: The Essentials of Conflict Management • Ignite Innovation: How Lean Leaders Empower Their Teams to Drive Results • Leading with Emotional Intelligence

AP & P2P Automation Case Studies

Technology enablement drives greater AP efficiency.

Period. But which systems are right for you? These sessions provide the latest insights into AP automation tools and resources presented by leaders in automation solutions.

SESSIONS SPONSORED BY:

FOR THE FULL CONFERENCE PROGRAM AND SCHEDULE, AS WELL AS SPEAKER INFORMATION, CLICK HERE.

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© DISNEY

Gorgeous Resort.

Spectacular Attractions.

Extraordinary Value!

DISNEY’S© CORONADO SPRINGS RESORT

Book NOW to take advantage of the APP2P Conference attendee room discounts! iofm.com/conference-spring/venue

APP2P Attendee Special Walt Disney World® Group & Convention Theme Park Tickets & Passes!

Take advantage of four world-famous Theme Parks, unlimited recreation, world-class shopping, and savory dining to ensure your stay is unforgettable!

Go to iofm.com/conference-spring/venue and discover where your Conference badge can take you!

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PRICING FOR IOFM MEMBERS AND NON-MEMBERS EARLY BIRD PRICING (expires July 2, 2021)

REGULAR PRICING (after July 2, 2021)

VALUE PASS A Value Pass includes all the benefits of the Conference Pass, PLUS your choice of: 1 Certification; OR 1 full-day workshop; OR 2 half-day workshops

SAVE UP TO $420 with Value Pass registration!

A la carte pricing is $895 each for Certifications, and $495 each for half-day workshops.

IOFM Member Discounted Pricing

$1,855

$2,180

NON-Member Pricing

$2,155

$2,480

CONFERENCE PASS A Conference Pass includes access to the Sunday evening Conference Opening Reception, all sessions, networking activities, plus breakfast and lunch on Monday and Tuesday.

IOFM Member Discounted Pricing

$1,285

$1,485

NON-Member Pricing

$1,585

$1,785

MEMBERSHIP 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 to empower our Members to work with greater confidence and increased efficiency.

Join thousands of your peers who are benefitting from 24/7 access to premium content, exclusive resources, and expert advice that IOFM Membership provides.

REVIEW MEMBER BENEFITS AND OPTIONS

BY CLICKING HERE.

*IOFM Members save $300 on their APP2P Conference registration!

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August 29-31, 2021

© DISNEY

DISNEY’S® CORONADO SPRINGS RESORT WALT DISNEY WORLD RESORT®, FL

NEED HELP OR HAVE QUESTIONS?

If you have any questions or need help planning your APP2P experience, please don’t hesitate to contact us: Allison Hughes

Gail Robinson

207-842-5663

207-842-5627

ahughes@divcom.com

grobinson@divcom.com

THANK YOU TO OUR PREMIUM SPONSORS Title Sponsor: Gold Sponsors:

Produced in association with:

Silver Sponsors:

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