Agenda 


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 Featured Presentation: P2P Strategies Put to the Test
Debbie Vander Bogart, Vice President - Global Shared Services, Levi Strauss

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, 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: What's next for Me In or Out of AP?
    Robbin Harland, Director - Accounts Payable, NYU Langone Medical Center

  • 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: How to Achieve Significant Returns with Selective Automation
    Dustin Rozeboom, Corporate Accounts Payable Supervisor, CITGO Petroleum Corporation

  • 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: Productive Change through Automation at The Children's Hospital of Philadelphia
    Rosanna Chestnut, Director - AP Shared Service Center, The Children's Hospital of Philadelphia

  • 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: Strategies to Increase Efficiency
    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: Who, What, and Where: Managing a Vendor Base
    James Norman, Director of AP, Discovery Communications

  • 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
    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
    Damaris Rodriquez, Corporate AP Manager, HD Supply

  • Track D: Solution Provider Workshop

  • Track E: Solution Provider Workshop


3:30 PM - 4:30 PM What's Ahead in AP & P2P

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