November 8-10, 2021 THE HYATT REGENCY DENVER, CO
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 profession’s premier event 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, Town Hall, and Keynote + 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 Fall Conference & Expo Attendee Survey, October 2019
YOUR HEALTH AND SAFETY For the past year, the IOFM team has been working closely with the Hyatt Regency staff to plan the Conference with the health and safety of our attendees, exhibitors, sponsors, staff, and speakers as our top priority. 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 MONDAY, NOVEMBER 8
CUSTOMIZE YOUR EXPERIENCE
7:00AM
Registration Open
8:30AM – 4:30PM
Workshops & Certifications*
5:00PM – 6:15PM
Exhibit Hall Opens and Welcome Reception
CHECK THE WEBSITE FREQUENTLY FOR PROGRAM UPDATES!
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!
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APP2P CONFERENCE SCHEDULE AT-A-GLANCE TUESDAY, NOVEMBER 9
WEDNESDAY, NOVEMBER 10
7:00AM
Registration Open
7:00AM
Registration Open
7:15AM – 8:15AM
Breakfast in Exhibit Hall
8:00AM – 9:00AM Breakfast in Exhibit Hall
8:30AM – 10:00AM Conference Kick-off and Town Hall
9:00AM – 10:15AM KEYNOTE
10:00AM – 4:45PM Conference Sessions & Networking
10:15AM – 2:45PM
4:45PM – 6:00PM
3:00PM – 3:45PM Closing Session
Networking Reception in Exhibit Hall
Conference Sessions & Networking
KEYNOTE Wednesday, November 10 9:00am Conference Kick-Off and Orientation TUESDAY, NOVEMBER 9
Jon Petz Author, Performer, and Keynote Speaker Discover YOUR Amazing Performance
8:30AM – 9:00AM
Hit the Ground Running to Start Your Conference Experience Presented by: Nicole Caley and Jess Scheer 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.
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*Workshops and Certifications require additional registration and cost.
PRE-CONFERENCE
CLICK HERE TO LEARN MORE.
WORKSHOPS & CERTIFICATIONS Monday, November 8 FULL-DAY CERTIFICATION CLASSES Accounts Payable Certification – Manager Judy Bicking, Senior Trainer, 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 Jess Scheer, Executive Editor, 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 Monday, November 8 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
Katy Blackwell, Cokala Tax Information Reporting Solutions, LLC.
AP leaders are challenged 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 additional registration and cost.
CLICK HERE TO LEARN MORE.
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SESSION TRACKS: KEY LEARNING CATEGORIES Educational Sessions TRACK
DESCRIPTION
Peer Tested 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 • Operational Best Practices • Using Simple Lean Methodology to Identify Pain Points and Drive Change • AP Benchmarks: What Separates Top Performing Teams From The Rest
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: • Peer Tested Best Practices • Compliance • Leadership & Career Development • AP & P2P Automation Case Studies
Compliance
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
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 • Leading the Next Generation of AP Leaders • AP/Procurement Friction • Practical and Tactical Strategies To Minimize Your Unclaimed Property Exposure
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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Gorgeous Resort. Spectacular Attractions. Extraordinary Value!
HYATT REGENCY DENVER
Book NOW to take advantage of the APP2P Conference attendee room discounts! CLICK HERE TO LEARN MORE https://events.iofm.com/conference-fall/venue/
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PRICING FOR IOFM MEMBERS AND NON-MEMBERS 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.
BEST BUY! SAVE MORE, GET MORE WITH A VALUE PASS REGISTRATION! IOFM MEMBER*
DISCOUNTED PRICING
$2,180
NON-MEMBER
PRICING
$2,480
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.
CONFERENCE PASS A Conference Pass includes access to the Monday evening Conference Opening Reception and attendee party, all sessions, networking activities, plus breakfast and lunch on Tuesday and Wednesday. IOFM MEMBER*
DISCOUNTED PRICING
$1,485
NON-MEMBER
PRICING
$1,785
REVIEW MEMBER BENEFITS AND OPTIONS BY CLICKING HERE.
*IOFM MEMBERS
SAVE $300
ON THEIR APP2P CONFERENCE REGISTRATION! 9
November 8-10, 2021 THE HYATT REGENCY DENVER, CO
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 207-842-5663 events@iofm.com
Gail Robinson 207-842-5627 events@iofm.com
THANK YOU TO OUR PREMIUM SPONSORS Gold Sponsors:
Produced in association with:
Silver Sponsors:
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