Agenda

Jump to Monday, May 18 (Pre-Conference Workshops & Certification Training/Exams)
Jump to Tuesday, May 19
Jump to Wednesday, May 20
Jump to Thursday, May 21 (Certification Training & Exams)


Conference program subject to change.


Monday, May 18th, 2015

7:30 AM - 5:30 PM Registration

Certification Classes:

For more detailed description, click on Class title

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, IOFM Education Director and Editor

8:30 AM - 4:30 PM Certified Payment Reporting Specialist (CPRS)/Form 1099 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

 
*Certifications require a separate registration and fee. Fee includes exam, taken during the last 90 minutes following the coursework.

Pre-Conference Workshops:

For more detailed description, click on Workshop title

Full Day*

9:00 AM - 4:00 PM Emerging Topics in Accounts Payable at Colleges & Universities
Accounts payable departments at higher education institutions are confronted with many challenges unique to their own operating environments. In this full-day Workshop, you will hear experts provide an in-depth assessment of how these organizations can efficiently and effectively manage issues.
Kerry Schmidt, APM with distinction, Director of Accounting Operations, University of Louisville
Guest Speakers: VAT Recovery with Melissa Brod; Travel Expense Fraud with Robin Hanselman; AP & Purchasing Merger with Marty Desautels; How to Get the Most Out of Your AP Staff with Shannon Carter; 2015 Domestic & International Tax Update with Mary Kallewaard

Half Day*

9:00 AM - 12:00 PM Best Strategies for Developing a Top AP Automation Plan
Your organization’s been on the sidelines of AP Automation, but the time has finally arrived to join the game. Now what? The trick is sorting out the AP automation landscape so you can complete a winning plan.
Henry Ijams, APM, Managing Director, PayStream Advisors

9:00 AM - 12:00 PM Detecting and Preventing Accounts Payable Fraud
In this interactive session, the instructor presents actual accounts payable fraud case studies and asks the audience, “How could this example of fraud be detected and prevented?”  We’ll discuss the red flags that occurred during the incident, the internal control weaknesses, and we’ll suggest preventative measures that can operationalize an environment of continuous monitoring.
Chris Doxey, CAPP, CCSA, CISA, Executive Director, IOFM's Controller's Certification Program

9:00 AM - 12:00 PM Best Practices in P2P Development
This workshop will help you select the right projects for your organization, provide a well-tested process for selecting solution providers, identify how to get your projects approved and the tools you need to ensure successful implementations.
Jon Casher, Casher Associates

1:00 PM - 4:00 PM AP Planning & Leadership for a Changing Business Environment
In this high-energy Workshop, presenter Penny Weller will offer practical strategies for enhancing your own potential and that of your team.
Penny S. Weller, PhD, CMA, 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
We all know about managing risk and the importance of solid internal controls for your P-Card program. This session takes the next step, providing you with the best practices to maximize the benefits of 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 conduct an AP Process Review
It is necessary to have a clear and comprehensive understanding of your current state, an understanding of where you want and need to be, and an approach to identifying and evaluating alternatives to get you there.
Jon Casher, Casher Associates

1:00 PM - 4:00 PM Compliance Strategies: Form 1042 S and Foreign Vendor Reporting
2014 has brought us new tax forms, huge regulatory changes, new ways to categorize your foreign payees, new requirements to track and report information not previously required for IRS reporting, and new conditions for mandatory 30% tax withholding on certain payments to foreign payees.
Marianne Couch, MD Principal, COKALA Tax Information Reporting Solutions, LLC

*Full day and Half-Day Workshops require a separate registration fee

4:30 PM - 5:30 PM Solution Provider Workshop (FREE Bonus Sessions -- choose one): 

  • The Future of Corporate Payments: Understand What’s Coming and What’s Next
    With a myriad of recent changes impacting the corporate payments landscape, corporate finance executives are in the hot seat for making strategic decisions that will bring their companies heightened security and improved efficiencies. Those who also bring payment solutions that have a positive impact on the bottom-line will be few and far between. Learn how you can be one of them when you master new approaches to corporate purchasing cards, mobile payments, and electronic accounts payable.
    David Disque, Managing Director, CSI globalVCard

  • Global Information Reporting: Navigating the Risk
    Ever increasing and complicated requirements for documenting recipients of payments and reporting information to governments continues to increase the compliance and risk management burden on organizations. Our Global Information Reporting specialist will provide insights and effective solutions to assist multinational companies in navigating the complex global tax information reporting regulatory environment as it impacts accounts payable functions. Topics will include U.S. information reporting and withholding as well as implications of FATCA and other automatic information exchange regimes (i.e. UK CDOT and EU CRS).
    Denise Hintzke, Director, Global FATCA Tax Leader, Deloitte Tax LLP 

5:30 PM - 7:00 PM Opening Reception; Exhibits Open | sponsored by Tradeshift2015 100w


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Tuesday, May 19

7:00 AM - 5:00 PM Registration & Customer Service

7:30 AM - 8:30 AM Continental Breakfast; Exhibits Open

8:30 AM - 9:45 AM Opening Session

Welcome & Opening Remarks
RD Whitney, Vice President - IOFM/TAPN

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 delves into your current thought and business processes and shares 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

Meet the Platinum & Gold Sponsors


10:00 AM - 11:00 AM IOFM's Exclusive AP Peer-Networking Groups
One of the most popular features of every Conference! Exchange ideas and share experiences and solutions with AP professionals in your industry or similar AP department size.

11:00 AM - 11:30 AM Networking Break in the Exhibit Hall


11:30 AM - 12:20 PM Educational Sessions - Choose A, B, C, or D

  • Track A: AP University: Managing Invoice Processing in the Not Yet Totally Paperless AP Department
    We all know the benefits of automating AP–more efficient processing, lower costs, elimination of the mountain of paper we must confront on a daily basis–or at least a significant whittling down of that mountain–yet many AP departments have not been able to overcome the hurdles that stand in the way of automation. No doubt about it, automation is an attractive option but it is not the only way that we can improve how AP functions. Waiting to automate is no excuse for not making current AP processes the best they can be. Explore ways to do just that in this session.
    Pam Miller, APM with distinction, IOFM Education Director and Editor

  • Track B: Operations & Compliance: Working Capital Strategies Can Deliver High Value
    Think beyond automation. Successful AP managers increasingly focus on cash and income as well as on cost. Studies show that working capital initiatives deliver as much as 10 times the value of AP automation alone. Early pay programs, card rebates, and dynamic discounting are becoming the biggest drivers of AP success. Get insights on how successful AP managers use working capital to drive more value and contribute to their company's competitive advantage. Learn what savings are possible, the available strategies, the five secrets to working capital success, and how to get big results in as little as 100 days.
    Tom Glassanos, President, Bavelos Group

  • Track C: What's Working in Automation?: How Aflac Made Existing Software Work When Budgets Were Tight (New topic!)
    Aflac had a software called Work Desk that was used for indexing other business units' work correspondence. Accounts Payable did its homework and made the system work for Aflac’s Accounts Payable department versus purchasing a new software solution.
    Juli Knisley, AP Manager, Aflac
    Violet Snead, ERP Analyst II, Aflac
  • Track D: Solution Provider: Choose one.

3 most overlooked issues in Procure-to-Pay and what you can do about it
An efficient and effective Procure-to-Pay process is the heart of any successful business. However, a recent P2P study found 3 areas that are commonly overlooked by most finance, AP, and shared service leader. Learn what these critical areas are, and how, once given attention, they can help transform your P2P endeavors. Plus get benchmarking data and stats, graphs, bar charts, and visuals that illustrate where you can find your deeper P2P savings. If you are looking for ways to make your Procure-to-Pay process as strong as possible in 2015 and beyond, this is a must-attend session.
Vishal Patel, Sr. Marketing Manager, Tradeshift

Payment Networks: The Cure to ACH Pain Points
Property management and other organizations with decentralized operations face requests from vendors to migrate from paper to electronic payments. Since maintaining healthy vendor relationships is a priority, the right payment solution must benefit both the Payer and the Vendor and be easy for both to process. We'll walk through a sample use case from a healthcare property management organization on a quest to migrate from paper to electronic ACH payments and to earn rebates on AP spend with minimal financial output or IT involvement. Take an interactive journey from decision to implementation to automation, including how AP can overcome internal skepticism towards vendor adoption and even satisfy vendors with payment technology.
Miguel Rodriguez, Paymode-X Regional Account Manager, Bottomline Technologies


12:20 PM - 1:00 PM
 Networking Luncheon

1:00 PM - 1:45 PM Dessert in the Exhibit Hall

2:00 PM - 2:50 PM Educational Sessions - Choose A, B, C, or D

  • Track A: AP University: How to Plan & Prioritize Process Improvements
    Everyone avoids planning and documenting process improvements. It doesn’t have to be such an exhausting task and can be eased by including your staff. You’ll learn: how to minimize the stress of process improvements and accept “baby steps” in your improvement plan; how to begin analyzing your existing processes, and why staff can be your best asset when it comes to identifying daily processing gaps. Get a data collection tool that allows you to quickly log daily activities and a quick, informal method for analyzing the data and identifying areas of improvement.
    Tina McGlasson, Director of AP, Omnicare

  • Track B: Operations & Compliance: 1099 Tax Reporting Update (New topic!)
    Learn what's new in Form 1099 reporting, IRS compliance targets, legislative and regulatory changes, and state 1099 filing mandates. Hear how to work with the new Form W-9, including the new "Exempt" codes and why you need W-9s from US companies that you may never before have documented with this form. We’ll cover Form 1099-MISC: Reportable payment types and which carry the highest risk of IRS penalties; the change in IRS procedure for B Notice "incorrect TIN" compliance, and proposals that could rock 1099 reporting, including filing dates, certified TINs, and more tax withholding by Accounts Payable. Get a state 1099 checklist that identifies states that have made 1099 reporting changes. (Note: This session is repeated on Wednesday)
    Marianne Couch, JD, Principal, COKALA Tax Information Reporting Solutions, LLC

  • Track C: What's Working in Automation?: Your Role in the Coming Revolution
    The future of AP means constant change for you and your department over the next six years. What is the revolutionized AP department going to look like in 2020? Increasingly companies are not just looking for paperless, but better overall processes brought on by automating EVERYTHING. A complete revolution of the way that you do things today! Get insights into how successful managers will handle this booming change. Learn where the AP automation market is heading, the available technologies and how they can work together, and the five secrets to staffing a successful department of the future.
    Henry Ijams, APM, Managing Director, PayStream Advisors

  • Track D: Solution Provider: Choose one.

Step into AP Automation by Turning Paper Check Pain Points into Profitability: How Kuni Automotive went 100% paperless
Learn firsthand how Kuni Automotive stepped into AP Automation with payments and turned their paper-driven payment pain points into profitability. Like many organizations, Kuni Automotive was faced with the challenge of implementing a paperless AP process. Kuni was able to quickly and efficiently move into AP automation through electronic payments. The cost savings, 100% paperless environment, and industry-leading rebates allowed them to then focus efforts on scanning and AP workflow in a simple way. Join Kuni Automotive and their partner Nvoicepay to learn how to use ePayments to step into AP Automation.
Verna Daly, Director of Centralized Accounting, Kuni Automotive
Tana Law, SVP & Founder, Nvoicepay

Creating a Paperless and Profitable AP Department using AP Automation
Discover how to create a paperless AND profitable AP department utilizing AP Automation. In this session, learn how to analyze solution options, develop goals and objectives, map your current AP process, and develop the ROI justification needed to streamline your AP function, enhance process efficiencies, and reduce costs. Explore how you can automate part or all of your AP process, go paperless, and develop a comprehensive payment strategy by targeting specific areas and processes for the greatest efficiency gains and cost saving while maximizing revenue-earning payment types.
Kurt Wachtendorf, APSC, CDIA+; Senior Solution Consultant, Commerce Bank

3:10 PM - 4:00 PM Educational Sessions - Choose A, B, C, or D

  • Track A: AP University: Managing a Vendor Base (New topic!)
    How well we manage our vendor data base can play a key role in several areas such as disbursements, procurement, regulatory and compliance.  Join us as we discuss who, what, where of managing your vendor information.
    Tammie Norman, Director Transactional Accounting, ICF International

  • Track B: Operations & Compliance: The Ultimate Transition - Evolving the AP Department (New topic!)
    The Fresh Market (TFM) has evolved from manual to electronic processes in just about every area including Electronic Invoices, OCR data capture, ePayables, ACH payments, and Cloud-based procurement software, taking a new and better approach to the way AP should work in this technologically advanced world we live in. Discover how to: develop and execute a plan for each process, identify gaps and create new procedures to replace old ones, keep your procedures updated for all of your processes, use OCR data capture as a Work Flow tool, and more. Plus we’ll talk about team talent, departmental visibility, and becoming a profit center. Leave with ideas on how to get started with this evolution process.
    Ashley Illderton, AP Manager, The Fresh Market
  • Track C: What's Working in Automation?: Metrics, Benchmarks, Then Automation (New topic!)
    Successful process improvement is founded on key performance indicators (KPIs) that help you set the right objectives by measuring and analyzing the right data and taking the correct action. Once you have implemented the automation, KPI’s ensure the organization is on the right track to achieve P2P best-in-class. Learn how to choose the KPI’s that will provide solid information for business decisions, benchmark your operation, set the right objectives for your AP automation project and implementation, then effectively measure and analyze results. Explore payments related working capital, getting support, improving ROI and mitigating risk. Transition AP work from processing invoices to being a strategic business partner to the CFO and CPO.
    Judy Bicking, Former head of AP, Johnson and Johnson

  • Track D: Solution Provider: Choose one.

Just the Facts: How to get an A+ on the "Choosing an AP Automation Solution" Exam
With so many AP automation solutions on the market, it is difficult to distinguish the great solutions from the average ones. An AP automation solution affects the invoice processing for an entire organization, so the knowledge to make the correct choice is paramount. How can you ensure the responses that sounded great when you first heard them will actually translate into a winning result that delivers the promised ROI? Hear how best in class AP performance starts with e-invoicing. Explore outsourcing options, the pros and cons of SaaS vs. in-house solutions, and the secret to building a winning ROI that gets your AP automation project approved.
Rob DeVincent, Vice President of Product Marketing, Corcentric

Don't Just Automate AP, Improve AP - A Case Study
When New Hanover Regional Medical Center began exploring options for AP automation, the key priorities were increased efficiencies, visibility, accountability and faster, more timely processes. Join John Schaefer, AP manager at the New Hanover Regional Medical Center, as he recounts his organization’s journey into AP automation and how they are now leveraging the benefits gained from technology to drive more value from AP across their organization; and how they’re helping their organization better leverage the technology investment to improve areas beyond AP.
John Schaefer, AP Manager at the New Hanover Regional Medical Center


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

4:30 PM - 5:20 PM Educational Sessions - Choose A, B, C, or D

  • Track A: AP University: AP & Purchasing: How To Make The Relationship Work
    Take a look at the latest research and best practices that support strong alignment between AP and Purchasing. This can be difficult when these two are housed in different parts of the organization. Come learn how to ensure strong alignment and improve performance and results. We’ll define world-class performance and its relevance to your organization, and then identify key issues for senior leadership. Hear how to be proactive in providing information and solutions; develop a pragmatic approach to building a successful AP/Purchasing relationship.
    Penny S. Weller, PhD, CMA, Global Business Services, North American Practice Lead, The Hackett Group

  • Track B: Operations & Compliance: Optimize ROI by Investing in Human Capital
    You’ve made investments in top of the line technology and process improvements – but have you invested in your team? When your goal is to become best in class, investment in human capital is critical – and it’s too often overlooked. Comprehensive training is the key to fully realizing the ROI of technological improvements and achieving your goals. Human capital investment can have a positive impact on every area of your operation, from fraud detection to regulatory compliance to the bottom-line benefits of staff retention. This session will explore best practices for investing in your most valuable asset: your people.
    Susan Bova-Fasano, APM, Director, Global & Strategic Accounts, IOFM

  • Track C: What's Working in Automation?: Mining "Big Data" in Accounts Payable and Supply Chain (New topic!)
    Do you believe there may be interesting or helpful nuggets of information buried inside your organization's massive data warehouses? Do you struggle with how to take "big data" and make it useful to your Accounts Payable division? The phrase "Big Data" has become a buzzword in business, but what does it mean? Attend this session to learn how Mayo Supply Chain Management has revolutionized data mining in Accounts Payable and Supply Chain. Further, learn about how you can take this mined data and present it differently to executive level employees, who may not prefer to be given spreadsheets full of numbers. Come see how data mining and visualization can change your company!
    Erich R. Heneke, Senior Manager - Supplier Risk Management, Finance, Audit, and Controls, Mayo Clinic

  • Track D: Solution Provider: Choose one.

How to Modernize Your Payables Process to Add Millions to Your Bottom Line
If you are constantly feeling overwhelmed with piles of paperwork, time-consuming tasks, manual processes and missed early payment discount opportunities, then there’s a good chance your payables process needs to catch up to the 21st century. Attend this session to gain a better understanding of the problems associated with having an antiquated payables process and walk away with an actionable roadmap for achieving a more modernized AP department.  Learn about the newest AP automation tools, how to best embrace technology, strategic approaches for implementation and how you can start savings millions through modernization.
Joe Hyland, CMO,Taulia
Blake Evans, Senior Director Solutions Consulting, Taulia

How to achieve completeness in AP
Processing invoices through to payment and is a time consuming task in itself. Having the time to then audit every single transaction is simply not feasible unless AP have the tools in place to automate the audit and supplier reconciliation process. Join us for this interactive session to see how Statement-Matching.com ensures your supplier balances are accurate, no duplicates or credit notes are missed and supplier queries are reduced. We will be doing a live demonstration, explaining how our free trial offer works and we’ll even tell you how much it costs.
Daniel Kimpton, Global Sales Director, StatementMatching.com

5:30 PM - 7:00 PM Networking Reception in the Exhibit Hall | sponsored by ARIBA 150w 

7:00 PM - 8:30 PM Certification Celebration: Raise a Glass to Your Achievements in AP*

*Invitation only; stop by the TAPN booth to learn how you can be a part of this exclusive event!


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Wednesday, May 20

8:00 AM - 9:30 AM Registration and Customer Service

7:30 AM - 8:30 AM Continental Breakfast; Exhibits Open

8:30 AM - 9:15 AM  Featured Presentation: Time Management Strategies for AP & P2P Leaders
AP Managers and leaders are expected to constantly do more with less and deliver value-added results with excellence and flawless execution. Overwhelming distractions, multiple meetings, projects, budget constraints, and deadlines can make it difficult for any leader to be effective and productive in today's modern, competitive, and fast-paced society. This session will help AP Managers develop new habits by deliberately investing their valuable time, attention, and resources on the highest priorities, enabling increased performance and personal satisfaction.
Debbie Rich-Walker, Senior Finance Manager, The Home Depot

9:25 AM - 10:15 AM Educational Sessions - Choose A, B, C, or D

  • Track A: AP University: How to Maximize Discounts
    How to drive a cash discount strategy using analytics and reporting. In this session, learn how JetBlue is using automation and reporting to maximize cash discounts.
    Joni Geurts, Manager of Accounts Payable, JetBlue

  • Track B: Operations & Compliance: 1099 Tax Reporting Update (New topic!)
    Learn what's new in Form 1099 reporting, IRS compliance targets, legislative and regulatory changes, and state 1099 filing mandates. Hear how to work with the new Form W-9, including the new "Exempt" codes, and why you need W-9s from US companies that you may never before have documented with this form. We’ll cover Form 1099-MISC: Reportable payment types and which carry the highest risk of IRS penalties; the change in IRS procedure for B Notice "incorrect TIN" compliance, and proposals that could rock 1099 reporting, including filing dates, certified TINs, and more tax withholding by Accounts Payable. Get a state 1099 checklist that identifies states that have made 1099 reporting changes.
    Marianne Couch, JD, Principal, COKALA Tax Information Reporting Solutions, LLC

  • Track C: What's Working in Automation?: Transforming AP through Automation
    Explore key strategies for implementing automation to transform your AP department, including mandating electronic invoicing and help desk efficiencies. Learn how to drive synergy through consolidating the AP and AR functions, and get ideas for moving the workforce from transactional to analytical.
    Brandi Crouch, Sr. Manager, Cash Management Solutions Enterprise Business Services - Financial Services, Lockheed Martin Corporation

  • Track D: Solution Provider: Choose one.

Network-Centric Payables: Elevating AP to a Strategic Business Function
Is your perception of accounts payable limited to just paying the bills? By embracing a network-centric, payables platform you can automatically link invoices to purchase orders and contracts, freeing up AP staff to focus on higher value, strategic activities that impact the bottom line. Attend this session and learn about the next generation of accounts payable, where the focus of AP staff shifts from processing an invoice to enforcing compliance, optimizing working capital, and driving electronic payment and dynamic discount programs - transforming the AP function into a profit center.
Chris Rauen, Business Network Evangelist, Ariba, an SAP company

The Role of Payments in the Connected Commerce Ecosystem
Over the course of the last several decades, banks and traditional technology providers have developed robust business and financial infrastructure that have become the foundation for supply chains around the world. However, with the explosive growth of digital and cloud technologies, the lack of flexibility of the traditional infrastructure is hindering the ability of corporations to drive sustainable innovation and adapt to the rapid evolution of the global marketplace. Join emerging business development leaders from American Express to learn how digital payment strategies could help organizations think about enhancing infrastructure flexibility and competing in a connected commerce ecosystem.
Velco Farina, Director Int'l Account Development Global Marketing and Products, American Express

10:15 AM - 11:15 AM Networking Break

11:20 AM - 12:15 PM Peer Networking Roundtables
One of the most popular parts of the Conference each year! Exchange ideas, share experiences and solutions with AP pros in your industry or in a similar size AP department.

12:15 PM - 1:30 PM Luncheon

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

  • Track A: AP University: Fraud Prevention in P2P
    Fraud is a fact of life and those of us in AP are on the front lines when it comes to ensuring that our organizations are not victimized by unscrupulous vendors and employees. The best defense is to be aware and be prepared. Who is likely to attempt to get something for nothing from your organization? How are they likely to go about it? Where are the weakest links? This session will address these questions and help you improve the odds of foiling the next fraudster attack.
    Pam Miller, APM with distinction, IOFM Education Director and Editor

  • Track B: Operations & Compliance: How to Effectively Manage Unclaimed Property Compliance (and Smile While Doing It!) (New topic!)
    Are you frowning as you carry the burden of compliance with the requirements of the 55 unclaimed property jurisdictions? Turn that frown around during this session, as you brush up on compliance essentials, consider risk mitigation techniques, and explore procedures for more effectively managing compliance. Your compliance knowledge will be further enhanced by an update on unclaimed property trends and important pending and enacted legislation and regulations.
    Karen Anderson, Senior Vice President - Compliance, Unclaimed Property Recovery and Reporting, LLC

  • Track C: What's Working in Automation?: Developing an AP Infrastructure (New topic!)
    A well thought out infrastructure can save time, stress, and money. But sometimes it's hard to know which systems really work on a day-to-day, practical basis. One essential, of course, is an AP staff that functions like a team. Steve Kimick share tips on how Cerberus has created that sense of teamwork. Plus, he shares their experiences with adding an Amex Card Program and Concur T&E System, AP scanning, and how they've gone paperless with a Tymetrix billing system. Finally explore EPR-Upgrade System, Chart of Account Standardization, and Vendor Data Base Standardization.
    Steve Kimick, Manager of Accounts Payable, Cerberus Capital Management

  • Track D: Solution Provider:  Choose one.

Automating AP: A Take-Two Interactive Software Success Story
Learn how Take-Two Interactive Software’s Accounts Payable transformed from a manual, labor-intensive department to a highly-automated, efficient, and proactive organization that has implemented strong payment controls, improved working capital management, and positively impacted profitability. The results have been truly remarkable. Processes have been streamlined and headcount has been reduced by 70%. PO Matching is now automatic and occurs in seconds. Non-PO invoices are automatically routed for approval, leaving the AP department to handle exceptions. Month-end accruals are faster and more accurate. Audits now typically take only hours to complete. Hear how business executives, vendors, and other departments are also enjoying the benefits of the automated system.
Rock Persaud, Sr. Manager, Accounts Payable, Take-Two Interactive Software Inc.

Adapting Your Business to the Age of Now by Improving Supply Chain Management Efficiency
Supply Chain Execution Convergence merges critical supply chain processes, granting operations professionals visibility into the entire process from start to finish. Learn how transformative new tools/technology can empower companies with the efficiency they need to compete and how M2M technology helps draw companies closer to customer needs. Hear about the latest supply chain management solutions that are delivering real time information to distributed businesses on mobile platforms from iOS to Windows and Android. Everyone, from executive to dispatcher to field service engineer, gets command visibility. Run tighter supply chains with less risk of disappointing customers by having 360-degree visibility.
Mark Oliver, Executive Vice President, Apptricity

2:40 PM - 3:30 PM Educational Sessions - Choose A, B, C, or D

  • Track A: AP University: The State of Accounts Payable 2015 (New topic!)
    Have AP processes improved in companies? Are AP departments transitioning from a clerical to an analytic and value-added role? How much progress have we made? Is “paperless” AP really in the offing? What are the prevailing paid-on-time rates? In this session we’ll review the results from the newest benchmark survey by The Accounts Payable Network: The State of Accounts Payable 2015. To be revealed: operational structures, staff proficiency, degree of automation, invoice formats, disbursement methods, and key accounts payable metrics. Find out how much has changed in the last few years, how much has not, and how your accounts payable operation compares.
    Rob Rogers, Editorial Director, IOFM


  • Track B: Operations & Compliance: Improve the Customer Experience for Employee Reimbursements
    This presentation will center around the growing dynamics of leading a Disbursements Shared Services Center with an emphasis on International Disbursements Operations.
    Brondelyn McGee-Jellow - Disbursement Shared Services, Federal Express Corporation

  • Track C: What's Working in Automation?: Case Study - Successful Implementation of a Commercial Card Program (New topic!)
    Hear how HD Supply used the PNC Corporate Credit Card Program to leverage additional float time, rebates, and eliminate costs associated with checks – while doing essentially the same thing – paying bills! We’ll cover what a corporate credit card program consists of and how we implemented the program – from concept to go-live. Learn how accounting behind the scenes = SIMPLE, and get best practices for on-boarding vendors. Best of all, we’ll tell you how the program will pay for the entire annual budget for the AP department!
    Johanna Sullivan, Senior Manager, Accounting, GSC Finance
    Damaris Rodriquez, Corporate AP Manager, HD Supply
    Shawn M. Aversa, Assistant Vice President, PNC Bank Commercial Card Svcs.

  • Track D: Solution Provider: Choose one.

INVO-Pack = Simplified End-to-End Invoice Process Automation "Invoice to Check"
INVO-PACK is an opportunity to automate invoice processing, create AP visibility for management, and to achieve 3-way matching between POs, invoices, and waybills/delivery receipts. INVO-PACK will cut your invoice processing time by up to 90%, identify bottlenecks, avoid duplicate payments, and achieve early payment discounts – all without the need for IT. Learn about this cloud-based central capture portal designed to automate your most labor intensive business processes. See how we leverage best-of-breed enterprise content management (ECM) technology, including the Kodak Alaris Info Insight Platform for OCR/ICR line-item capture, auto classification & indexing, as well as EMC ApplicationXtender (AX.)
Michael Gaudino, President, ProConversions

Making the Grade: Evaluating and Implementing Invoice Automation within the Higher Education Sector
Review the steps that one Higher Education organization took to evaluate Invoice Automation within their Accounts Payable area and the efficiencies to be gained through image scanning, data capture, electronic routing/approval/general ledger coding of invoices as well as purchase order validation.  Assessment of the core competencies and return on investment that were key drivers of this project will be explained.  The session will encompass current state, re-engineering analysis, change management, project implementation, and technical requirements to Go Live.  The current impact of this project will be shared with all attendees.
Louise Perchinsky, Project Management Consultant, PNC
Richard Hayden, Finance Transformation Director, DeVry Education Group

3:45 PM - 4:30 PM Managing the AP Staff: An Open Forum (New topic!)
Getting the bills paid correctly and on time can be a challenging task. But an even more challenging task faced by AP leaders is that of managing the AP staff. It seems like every time the staff gets to the point where they are functioning beautifully together something happens–key personnel leave, or a systems update upsets established processes, or management insists on changes that may work on paper but make very little sense in the real world. Join us to discuss these challenges and various approaches to meet them so that the AP department not only gets the bills paid, but is recognized as a great place to work!
Pam Miller, APM with distinction, IOFM Education Director and Editor
Judy Bicking, Formerly of Johnson & Johnson


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Thursday, May 21: Certification Training & Exams

8:00 AM - 9:30 AM Registration and Customer Service

7:30 AM - 8:15 AM Beverage Service

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, IOFM Education Director and Editor

8:30 AM - 4:30 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

*Fee includes exam, taken during the last 90 minutes following the coursework