IOFM · The Institute of Finance & Management

8th Annual AP Automation and Operations Conference - Agenda at a Glance

AP Automation

Download the Conference Brochure • Conference Home • Full Agenda • 1099 Certification Bootcamp and Exam • AP Certification Workshop and Exams • Pre-Conference Workshops • Speaker Biographies • Testimonials • Accreditation • Venue • Sponsorship Info

Agenda at-a-Glance Wednesday, March 14, 2012
8:00 AM - 8:45 AM	Registration & Continental Breakfast
8:45 AM - 3:00 PM	Accounts Payable Certification Training Class Pam Miller, APM (with distinction), Education Director, AP Certification Programs; Editor, AP Publications, IOMA's Institute of Finance & Management (IOFM)
3:15 PM - 4:45 PM	AP Certification Exam (optional)
8:45 AM - 3:00 PM	Form 1099 Bootcamp and Certification Training Class Marianne Couch, Principal, COKALA Tax Information Reporting Solutions, LLC
3:15 PM - 4:45 PM	1099 Certification Exam (optional)
9:00 AM - 12:00 PM	Pre-Conference Workshop A: How to Design, Develop and Deliver a Bullet-Proof AP Automation Plan Henry Ijams, APM, Managing Director, PayStream Advisors
1:00 PM - 4:00 PM	Pre-Conference Workshop B: How to do a Process Review to Enhance Your AP Operation Jon Casher, APM, Senior Consultant, IOMA’s Institute of Finance & Management (IOFM) Advisory Services; President, Casher Associates, Inc.

Thursday, March 15, 2012

8:00 AM - 9:00 AM	Registration & Continental Breakfast
9:00 AM - 9:15 AM	Welcome & Opening Remarks RD Whitney, Chief Executive Officer, IOMA's Institute of Finance & Management (IOFM) David Beck, Vice President, IOMA's Institute of Finance & Management (IOFM)
9:15 AM - 10:15 AM	General Session – AP Automation – Trends, Opportunities and Challenges – Panel Moderator: Pam Miller, APM (with distinction), Education Director, AP Certification Programs; Editor, AP Publications, IOMA's Institute of Finance & Management (IOFM) Panelists: Jon Casher, APM, Senior Consultant, IOMA’s Institute of Finance & Management (IOFM) Advisory Services; President, Casher Associates, Inc. Chris Doxey, CAPP, CCSA, CISA, Vice President, Business Development, BSI Healthcare Services
10:15 AM - 10:30 AM	Meet the Sponsors
10:30 AM - 11:00 AM	Networking & Refreshment Break in the Exhibit Hall
11:00 AM - 12:00 PM	Concurrent Sessions – Choose A, B or C
Track A	Accounts Payable & Purchasing Working Together Dave Wasserman, Director of Accounts Payable, Yeshiva University Jack Zencheck, Chief Procurement Officer, Yeshiva University
Track B	End User Automation Presentation – The Top 10 Mistakes in AP and How to Avoid Them Presented By:
Track C	Solution Provider Automation Presentation – Tips, Tricks and Best Practices for Designing the Perfect Paperless Solution Kurt Wachtendorf, VP of Sales, Chief Solution Architect, RJS Software Systems
12:00 PM - 1:00 PM	Buffet Lunch
1:00 PM - 1:30 PM	Dessert and Networking Break in the Exhibit Hall
1:30 PM - 2:30 PM	Concurrent Sessions – Choose A, B or C
Track A	Automation – Friend or Foe to Mid-sized Companies Edmund Bilkerdyk, APM, Accounts Payable Manager, Liquidnet
Track B	Using a Dashboard to Drive Your AP Process Chris Doxey, CAPP, CCSA, CISA, Vice President, Business Development, BSI Healthcare Services
Track C	Solution Provider Automation Presentation – 3 Secrets to Driving Supplier E-Invoicing Adoption Arnold Leap, Executive Vice President and CTO, Direct Insite Mark Brousseau, President, Brousseau & Associates
2:30 PM - 3:30 PM	Concurrent Sessions – Choose A, B, or C
Track A	Developing Metrics that Matter to the C Suite Debbie Moseley, APM, Manager, Merchandise Payables, AutoZone, Inc.
Track B	Solution Provider Automation Presentation – Electronic Invoicing from Your Vendor’s Perspective – They Are Ready, Willing, and Able! George Stemetzki, Ariba John D’Aquila, SHI Applications Support Manager
Track C	Solution Provider Automation Presentation – The Incredible AP Transformation into a Profit Center at Dean Foods Company Julie Mingus, Director of Corp Treasury and Disbursements, Dean Foods
3:30 PM - 4:00 PM	Networking & Refreshment Break in the Exhibit Hall
4:00 PM - 5:00 PM	Keynote Session – Building the Business Case for Your AP Automation Project Andrew Bartolini, Managing Partner, Ardent Partners
5:00 PM - 6:00 PM	Networking Reception in the Exhibit Hall

Friday, March 16, 2011

8:00 AM - 8:50 AM	Registration Reopens & Continental Breakfast
8:50 AM - 9:00 AM	Welcome Back and Day 1 Wrap Up RD Whitney, Chief Executive Officer, IOMA's Institute of Finance & Management (IOFM) David Beck, Vice President, IOMA's Institute of Finance & Management (IOFM)
9:00 AM - 10:00 AM	Keynote Session – Empowering Your Associates! How to Effectively Eliminate "because that is how we have always done it" from Your Vocabulary Permanently! Chip Johanni, APM, Continuous Improvement / Process Efficiency Consultant
10:00 AM - 11:00 AM	Concurrent Sessions – Choose A, B or C
Track A	Invoice Automation: Paper to Payment Louise Perchinsky, Vice President, PNC Bank
Track B	Solution Provider Automation Presentation – AP at the Speed of Sound – Lessons Learned Automating a Major Aerospace AP System David Jenness, IBM
Track C	Solution Provider Automation Presentation– Procure to Pay in The Cloud: Strategies & Success Stories Bruce Hanavan, Direct Commerce
11:00 AM - 11:30 AM	Networking & Refreshment Break in the Exhibit Hall
11:30 AM - 12:30 PM	Concurrent Sessions – Choose A, B or C
Track A	Buyer Beware: AmeriQuest Transportation Case Study Reveals Lessons Learned about True SaaS AP Automation vs. SaaS Imposters John Grone, AP Manager, AmeriQuest Transportation Services
Track B	Automating Regulatory Compliance and Reporting Jon Casher, APM, Senior Consultant, IOMA’s Institute of Finance & Management (IOFM) Advisory Services; President, Casher Associates, Inc.
Track C	Solution Provider Automation Presentation – Pathway from Paper to Painless (Guide to Successful AP Automation) Chris Elmore, Author, The 8 Pitfalls of Accounts Payable Automation
12:30 PM - 1:30 PM	Buffet Lunch
1:30 PM - 2:30 PM	Concurrent Sessions – Choose A, B or C
Track A	Automating the Last Mile Deborah Rich-Walker, CAPP, Senior Manager, Financial Operations, The Home Depot
Track B	T&E Best & Worst Practices – Put Some Common Sense into your T&E Policies & Procedures Pam Miller, APM (with distinction), Education Director, AP Certification Programs; Editor, AP Publications, IOMA's Institute of Finance & Management (IOFM)
Track C	Solution Provider Automation Presentation
2:30 PM - 3:30 PM	General Session – Town Hall Open Forum Moderator: Pam Miller, APM (with distinction), Education Director, AP Certification Programs; Editor, AP Publications, IOMA's Institute of Finance & Management (IOFM)
3:30 PM	Conclusion of Conference