Agenda

Jump to Monday, May 18 (Pre-Conference Workshops)
Jump to Tuesday, May 19
Jump to Wednesday, May 20
Jump to Thursday, May 21 (Post-Conference Workshops)



Monday, May 18th, 2015

7:30 AM - 6:00 PM Registration

Certification Classes:

8:30 AM - 4:30 PM Accounts Payable Certification Training Class & Exam
Get up to speed on all the tasks of today's multitasking AP specialists and managers. Learn about internal controls, AP-related tax and regulatory issues, and AP technology.
Pam Miller, APM (with distinction), Education Director, AP Certification Programs and Editor-in-Chief, AP Publications, Institute of Finance & Management (IOFM)

8:30 AM - 4:00 PM Certified Payment Reporting Specialist (CPRS) Training & Exam
Tackle Form 1099 and other critical payment reporting challenges following this comprehensive training.
Marianne Couch, JD, Principal, COKALA Tax Information Reporting Solutions, LLC

 

Pre-Conference Workshops:

9:00 AM - 4:00 PM Emerging Topics in Accounts Payable at Colleges & Universities
Kerry Schmidt, APM (with distinction), Director of Accounting Operations, University of Louisville

9:00 AM - 12:00 PM Best Strategies for Developing a Top AP Automation Plan
Henry Ijams, APM, Managing Direction, PayStream Advisors

9:00 AM - 12:00 PM Detecting and Preventing Accounts Payable Fraud
Chris Doxey, CAPP, CCSA, CISA, Executive Director, IOFM's Controller's Certification Program

1:00 PM - 4:00 PM AP Strategy & Leadership for a Continuously Improving Culture
Penny S. Weller, PhD, CMA, Senior Director - Global Business Services, North American Practice Lead, The Hackett Group

1:00 PM - 4:00 PM Getting the Most Payback from Your P-Card Program
Chris Doxey, CAPP, CCSA, CISA, Executive Director, IOFM's Controller's Certification Program

1:00 PM - 4:00 PM How to do an AP Process Review
John Casher, Casher Associates

1:00 PM - 4:00 PM Compliance Strategies: Form 1042 S and Foreign Vendor Reporting
Jerri LS Langer, JD, LLM, Principal, COKALA Tax Information Reporting Solutions, LLC

4:30 PM - 5:30 PM Solution Provider Free Workshop

5:30 PM - 7:00 PM Opening Cocktail Reception 


Tuesday, May 19

7:30 AM - 8:15 AM Registration & Complimentary Breakfast

8:15 AM - 8:30 AM Welcome & Opening Remarks
RD Whitney, Executive Director - IOFM/TAPN

8:30 AM - 9:30 AM Keynote Presentation: "It's Showtime...and Life is NOT a dress rehersal"
Life is a stage and we all have a finite time in which our curtains will be open. It’s what you do with your time in the spotlight and how you make a difference in your personal and professional life that counts. Jon Petz will delve into your current thought and business processes and share how to create SHOWTIME moments that are memorable in all that you do.
Jon Petz - Inspirational speaker, top selling author, and Entertainer. www.JonPetz.com

9:30 AM - 9:45 AM  Meet the Platinum & Gold Sponsors

9:45 AM - 10:15 AM  Networking & Refreshment Break in the Exhibit Hall

10:15 AM - 11:15 AM IOFM's Exclusive AP Peer-Networking Groups
Exchange ideas and share experiences with AP professionals in your industry or similar AP department size category

11:15 AM - 12:05 PM Concurrent Sessions - Choose A, B, C, D, or E

  • Track A: AP University: Managing Invoice Processing in the Not Yet Totally Paperless AP Department
    Pam Miller, APM (with distinction), Education Director, AP Certification Programs and Editor-in-Chief, AP Publications, Institute of Finance & Management (IOFM)

  • Track B: Operations & Compliance: Working Capital Strategies in AP Can Deliver High Value to Your Organization
    Tom Glassanos, President, Bavelos Group

  • Track C: Invoice Workflow Automation: How Aflac Made an Existing Software Work When Budgets Were Tight
    Julie Knisley, AP Manager, Aflac

  • Track D: Solution Provider Workshop

  • Track E: Solution Provider Workshop


12:15 PM - 1:00 PM
Luncheon

1:00 PM - 1:30 PM Dessert & Networking Break in the Exhibit Hall

1:30 PM - 2:20 PM Concurrent Sessions - Choose A, B, C, D, or E

  • Track A: AP University: How to Plan & Prioritize Process Improvements
    Tina McGlasson, Director of AP, Omnicare

  • Track B: Operations & Compliance: 1099 Tax Reporting Update for 2014
    Marianne Couch, JD, Principal, COKALA Tax Information Reporting Solutions, LLC

  • Track C: P2P & Automation: Your Role in the Coming Revolution
    Henry Ijams, APM, Managing Direction, PayStream Advisors

  • Track D: Solution Provider Workshop

  • Track E: Solution Provider Workshop


2:30 PM - 3:20 PM
 Concurrent Sessions - Choose A, B, C, D, or E

  • Track A: AP University: Who, What, and Where: Managing a Vendor Base
    James Norman, Director of AP, Discovery Communications

  • Track B: Operations & Compliance: The Ultimate Transition: Evolving the AP Department
    Ashley Illderton, AP Manager, The Fresh Market

  • Track C: What's Working in Automation: Metrics, Benchmarks, Then Automation
    Judy Bicking, Former head of AP, Johnson and Johnson

  • Track D: Solution Provider Workshop

  • Track E: Solution Provider Workshop


3:30 PM - 4:00 PM Networking & Refreshment Break in the Exhibit Hall

4:00 PM - 4:50 PM Concurrent Sessions - Choose A, B, C, D, or E

  • Track A: AP University: AP & Purchasing: How to Make the Relationship Work
    Penny S. Weller, PhD, CMA, Global Business Services, North American Practice Lead, The Hackett Group

  • Track B: Operations & Compliance: Building a Continous Improvement Culture in Your Organization
    Tami Martin & Anitra Ransom, Senior Account Managers, McDonald's Corporation

  • Track C: What's Working in Automation: Mining "Big Data" in Accounts Payable and Supply Chain
    Erich R. Heneke, Senior Manager, Supplier Risk Management, Finance, Audit, and Controls, Mayo Clinic

  • Track D: Solution Provider Workshop

  • Track E: Solution Provider Workshop


5:00 PM - 6:00 PM
 Networking Reception in the Exhibit Hall


Wednesday, May 20

7:00 AM - 8:00 AM Registration Reopens & Continental Breakfast

8:15 AM - 9:30 AM  Featured Presentation: Time Management Strategies for AP & P2P Leaders
Debbie Rich-Walker, Senior Finance Manager, The Home Depot

9:30 AM - 10:20 AM Concurrent Sessions - Choose A, B, C, D, or E

  • Track A: AP University: How to Maximize Discounts
    Joni Geurts, Manager of AP, JetBlue

  • Track B: Operations & Compliance: 1099 Tax Reporting Update
    Marianne Couch, JD, Principal, COKALA Tax Information Reporting Solutions, LLC

  • Track C: Invoice Worklow Automation: Transforming AP through Automation
    Brandi Crouch, Sr. Manager, Cash Management Solution, Enterprise Business Services - Financial Services, Lockheed Martin Corporation

  • Track D: Solution Provider Workshop

  • Track E: Solution Provider Workshop


10:30 AM - 11:00 AM Networking & Refreshment Break

11:00 AM - 12:15 PM Peer Networking Roundtables

12:15 PM - 1:30 PM Luncheon

1:30 PM - 2:20 PM Concurrent Sessions - Choose A, B, C, D, or E

  • Track A: AP University: Fraud Prevention in P2P in T&E, P-Cards and Other AP and P2P Essentials
    Pam Miller, APM (with distinction), Education Director, AP Certification Programs and Editor-in-Chief, AP Publications, Institute of Finance & Management (IOFM)

  • Track B: Operations & Compliance: How to Effectively Manage Unclaimed Property Compliance (and smile while doing it!)
    Karen Anderson, Senior Vice President - Compliance, Unclaimed Property Recovery and Reporting, LLC

  • Track C: What's Working in Automation: Developing an AP Infrastructure
    Steve Kimick, Manager of Accounts Payable, Cerberus Capital Management

  • Track D: Solution Provider Workshop

  • Track E: Solution Provider Workshop

2:30 PM - 3:20 PM Concurrent Sessions - Choose A, B, C, D, or E

  • Track A: AP University: Documenting Policies & Procedures
    Debra L. Nielsen, CAPP, APM, Accounts Payable Managers, HearUSA - a Siemens Company

  • Track B: Operations & Compliance: Improve the Customer Experience for Employee Reimbursements
    Brondelyn McGee-Jellow, Manager - Disbursement Shared Services, Federal Express Corporation

  • Track C: What's Working in Automation: Case Study - Successful Implementation of a Commercial Card Program
    Johanna Sullivan, Senior Manager - Accounting, GSC Finance and Damaris Rodriquez, Corporate AP Manager, HD Supply

  • Track D: Solution Provider Workshop

  • Track E: Solution Provider Workshop


3:30 PM - 4:30 PM Panel: Managing the AP Staff

Pam Miller, APM (with distinction), Education Director, AP Certification Programs and Editor-in-Chief, AP Publications, Institute of Finance & Management (IOFM)
Judy Bicking, Formerly of Johnson & Johnson


Thursday, May 21: Post-conference workshops

7:00 AM - 8:30 AM Registration

8:30 AM - 4:30 PM Accounts Payable Certification Training Class & Exam
Get up to speed on all the tasks of today's multitasking AP specialists and managers. Learn about internal controls, AP-related tax and regulatory issues, and AP technology.
Pam Miller, APM (with distinction), Education Director, AP Certification Programs and Editor-in-Chief, AP Publications, Institute of Finance & Management (IOFM)

8:30 AM - 4:00 PM Certified Payment Reporting Specialist (CPRS) Training & Exam
Tackle Form 1099 and other critical payment reporting challenges following this comprehensive training.
Marianne Couch, JD, Principal, COKALA Tax Information Reporting Solutions, LLC