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Agenda at-a-Glance Wednesday, October 19, 2011
7:30 AM - 8:30 AM	Registration
8:30 AM - 2:45 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)
3:00 PM - 4:30 PM	AP Certification Exam (optional)
8:30 AM - 2:45 PM	Form 1099 Bootcamp and Certification Training Class Marianne Couch, Principal, COKALA Tax Information Reporting Solutions, LLC
3:00 PM - 4:30 PM	1099 Certification Exam (optional)
9:00 AM - 12:00 PM	Pre-Conference Workshop A: Jumpstarting Your AP Automation Jon Casher, APM, Senior Consultant, IOMA’s Institute of Finance & Management (IOFM) Advisory Services; President, Casher Associates, Inc.
9:00 AM - 12:00 PM	Pre-Conference Workshop B: World Class Performance – How to Motivate, Lead, and Manage AP Staff with Best Practices and Benchmarking Penny S. Weller, PhD, CMA, Global Business Services, North American Practice Leader, The Hackett Group
1:00 PM - 4:00 PM	Pre-Conference Workshop C: P-Card Transformations: Eliminating “Mounds of Paper” From Accounts Payable Ted Klein, APM, Chairman, Klein Consulting
1:00 PM - 4:00 PM	Pre-Conference Workshop D: How to Design, Develop and Deliver a Bullet-Proof AP Automation Plan Henry Ijams, APM, Managing Director, PayStream Advisors
5:00 PM - 6:00 PM	Best Practice Case Study Workshop — Free to Attendees Do This! Not That! Arnold P. Leap, Executive Vice President of Sales & Marketing; Chief Technology Officer, Direct Insite Mark Brousseau,President, Brousseau & Associates
6:00 PM - 7:00 PM	Opening Cocktail Reception and Registration Sponsored By:

Thursday, October 20, 2011

7:00 AM - 8:00 AM	Registration & Continental Breakfast Sponsored By:
8:00 AM - 8:15 AM	Welcome & Opening Remarks RD Whitney, Chief Executive Officer, IOMA's Institute of Finance & Management (IOFM) Jon Casher, APM, Senior Consultant, IOMA’s Institute of Finance & Management (IOFM) Advisory Services; President, Casher Associates, Inc. Pam Miller, APM (with distinction), Education Director, AP Certification Programs; Editor, AP Publications, IOMA's Institute of Finance & Management (IOFM)
8:15 AM - 9:15 AM	KEYNOTE I: The Journey: Moving AP from Transactional to Analytical Jessica Hill-Johnson, Director of Accounting, Amgen, Inc.
9:15 AM - 10:15 AM	KEYNOTE II: Case Study: Evolution of Financial Systems and AP at Zappos: The Journey from Quickbooks to Great Plains to SAP and now implementing OpenText John Peretiatko, Director of Financial Systems at Zappos IP, Inc.
10:15 AM - 10:30 AM	Meet the Platinum & Gold 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, C or D
Track A	AP University™: AP 101 – Fundamentals of Invoice Processing Jon Casher, APM, Senior Consultant, IOMA’s Institute of Finance & Management (IOFM) Advisory Services; President, Casher Associates, Inc.
Track B	Operations & Compliance – New Thinking About Compliance With IRS Regulations Marianne Couch, Principal, COKALA Tax Information Reporting Solutions, LLC Jerri Langer, Principal, COKALA Tax Information Reporting Solutions, LLC
Track C	What’s Working in Automation – Case Study: AP Automation at Children’s Hospital of Philadelphia Rosanna Hollingsworth, APM, AP Manager, Children’s Hospital of Philadelphia
Track D	AP Solution Provider – Real-World Best Practices for AP Automation from Kofax and The David J. Joseph Company Jeff Schroeder, Corporate Controller, The David J. Joseph Company Maggie Smith, Senior Product Marketing Manager, AP Automation Expert, Kofax
12:00 PM - 1:00 PM	Awards Luncheon: AP Rising: Presentation of the AP Manager of the Year Award and Recognition of AP Certification Achievements Sponsored By:
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, C, or D
Track A	AP University™: AP 102 – Fundamentals of Payment Processing Jon Casher, APM, Senior Consultant, IOMA’s Institute of Finance & Management (IOFM) Advisory Services; President, Casher Associates, Inc.
Track B	Operations & Compliance – Cash is King. Are You Maximizing it Through Vendor Payment Optimization? Bob Jaffe, Executive Managing Director, VPO Services, LLC
Track C	What's Working in Automation – Case Study: Improving Workflow, Streamlining Approvals and P2P Initiatives at The PNC Financial Services Group Dennis R. Cooper, Vice President, Operations Director, Accounts Payable, PNC Financial Service Group
Track D	AP Solution Provider – You Can't Improve What You Can't Measure
2:30 PM - 3:30 PM	Concurrent Sessions – Choose A, B, C or D
Track A	AP University™: AP 103 –  Fundamentals of Internal Controls Diane Gee, APM, AP Manager, DRS Sustainment Systems, Inc.
Track B	Operations & Compliance – Sales & Use Tax Compliance Diane Yetter, President, YETTER™
Track C	What’s Working in Automation – Case Study: Automation Survival Skills: Lessons Learned From Implementing Automated Systems Mary Watkins, RN, APM, Accounts Payable Manager, Kaiser Permanente, Colorado Region
Track D	AP Solution Provider – Just the Facts: How to Get an A+ on the ‘Choosing an AP Automation Exam’ Rob DeVincent, Vice President of Product Marketing, Corcentric
3:30 PM - 4:00 PM	Networking & Refreshment Break in the Exhibit Hall
4:00 PM - 5:00 PM	Concurrent Sessions – Choose A, B, C or D
Track A	AP University™: AP 201 – Processing and Controlling Employee Expense Reimbursements Ted Klein, APM, Chairman, Klein Consulting
Track B	Operations & Compliance – Unclaimed Property: Taking Control of the Risk! Karen Anderson, Vice President-Compliance, Unclaimed Property Recovery and Reporting, LLC
Track C	What’s Working in Automation – Alternatives to Outsourcing Dan Parnas, P2P Consultant, Epiphany Supply Chain Solutions
Track D	AP Solution Provider – The Magic of Intelligent Data Capture Charles Kaplan, Vice President, Brainware
5:00 PM - 6:00 PM	Networking Reception in the Exhibit Hall Sponsored By:

Friday, October 21, 2011

7:30 AM - 8:30 AM	Registration Reopens & Continental Breakfast Sponsored By:
8:30 AM - 9:30 AM	KEYNOTE III: How to Motivate Your AP Staff to Higher Levels of Excellence Andy Core, Motivation Expert; Author, Healthy Motivation
9:30 AM - 10:30 AM	KEYNOTE IV: Executive Perspective: AP’s Journey & Strategic Vision at Morgan Stanley Phil Polizzotto, Executive Director, Finance, Morgan Stanley
10:30 AM - 11:00 AM	Networking & Refreshment Break in the Exhibit Hall
11:00 AM - 12:00 PM	Concurrent Sessions – Choose A, B, C or D
Track A	AP University™: AP 202 – Managing the Master Vendor File Jon Casher, APM, Senior Consultant, IOMA’s Institute of Finance & Management (IOFM) Advisory Services; President, Casher Associates, Inc.
Track B	Operations & Compliance – Managing Resistance to Change in AP Today Debbie Moseley, APM, AP Manager, AutoZone
Track C	What's Working in Automation – Accounts Payable & Purchasing Working Together Dave Wasserman, Director AP, Einstein College of Medicine Jack Zencheck, Chief Procurement Officer, Einstein College of Medicine
Track D	AP Solution Provider – Electronic Payment, Energy, & Telecom: The New Focus in AP Automation Michael Praeger, Co-Founder and CEO, AvidXchange
12:00 PM - 1:30 PM	Luncheon & Networking
1:30 PM - 2:30 PM	Concurrent Sessions – Choose A, B, C or D
Track A	AP University™: AP 203 – AP Automation and Technology Jon Casher, APM, Senior Consultant, IOMA’s Institute of Finance & Management (IOFM) Advisory Services; President, Casher Associates, Inc.
Track B	Operations & Compliance – Running a Canadian Based Global AP Operation Linda Wybrow, APM, Accounts Payable Manager, Open Text Corporation
Track C	What's Working in Automation – Pitching Your AP Project to the Top Brass: Building a Nuts & Bolts Business Case Pam Miller, APM (with distinction), Education Director, AP Certification Programs; Editor, AP Publications, IOMA's Institute of Finance & Management (IOFM)
Track D	AP Solution Provider – 7 Lessons For AP Automation
2:30 PM - 3:30 PM	Concurrent Sessions – Choose A, B or C
Track A	AP University™: AP 301 – Tax and Regulatory Issues in AP Marianne Couch, Principal, COKALA Tax Information Reporting Solutions, LLC
Track B	Operations & Compliance – An Accounts Payable Internal Controls Program that Addresses Risk and Compliance Chris Doxey, CAPP, CCSA, CISA, Vice President, Business Development, Business Strategy, Inc.
Track C	What's Working in Automation – Case Study: Using Imaging, Lean Processing, Green Solutions and Partnering with Purchasing to Build AP Automation Success Carol Marsh, Accounts Payable Team Leader, Hypertherm Inc.
3:30 PM - 4:30 PM	Concurrent Sessions – Choose A, B or C
Track A	AP University™: AP 302 – Management of the AP Processes and Staff Pam Miller, APM (with distinction), Education Director, AP Certification Programs; Editor, AP Publications, IOMA's Institute of Finance & Management (IOFM)
Track B	Operations & Compliance – Building Your Goals – and Your Career Penny S. Weller, PhD, CMA, Global Business Services, North American Practice Leader, The Hackett Group
Track C	What's Working in Automation – Case Study: Using e-Payables and Card Programs to Manage AP in a Large Retail Operation Betsy Williams-Campbell, AP Manager, The Paradies Shops

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