10th Annual Accounts Payable 2011 Conference & Expo® - Full Agenda
Download the Conference Brochure • Agenda at-a-Glance • Conference Home • Keynote Speakers • 1099 Certification Bootcamp • AP Certification Workshop • Workshops • Speaker Biographies • Accreditation • Testimonials • Venue • Sponsorship Info • Justification Toolkit
Conference AgendaWednesday, October 19, 2011 |
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| 7:30 AM - 8:30 AM | Registration |
| 8:30 AM - 2:45 PM |
Accounts Payable Certification Training Class This fast-paced, full-day review class is designed to prepare you for the exam to earn your certification credentials as an Accredited Payables Specialist (APS) or Accredited Payables Manager (APM). The IOMA/The Accounts Payable Network AP Certification Program is the largest and most successful AP certification program because of its high quality and rigorous standards. Over 5,000 AP professionals, accounting and finance staff, procurement specialists, and solution providers have participated in the program. The optional certification exam can be taken at the end of the class on site (it takes roughly 60-90 minutes), or can be scheduled and taken at a later date online. The topics cover every area of AP operations and management, including:
There is also a section that focuses on AP Technology, including Invoice Imaging and Scanning, Electronic Invoicing, EDI, Automated Workflow, ACH Payments, P-Cards, Evaluated Receipt Settlement, and more. |
| 3:00 PM - 4:30 PM | AP Certification Exam (optional) |
| 8:30 AM - 2:45 PM |
Form 1099 Bootcamp and Certification Training Class Your worries over this year’s Form 1099 filing will vanish after you’ve taken this training class and hands-on seminar, plus you’ll be prepared to take the Form 1099 Certification Exam if you decide to. In this class, you’ll learn how to deal with common issues and problems such as:
You’ll also learn how to eliminate fines and penalties once and for all. |
| 3:00 PM - 4:30 PM | 1099 Certification Exam (optional) |
| 9:00 AM - 12:00 PM |
Pre-Conference Workshop A: Jumpstarting Your AP Automation Automation can be the key to achieving the top goals that senior management has for AP: cut costs, reduce headcount and reduce cycle time. However, many automation projects never get approved and some take too long to implement. Find out what you need to do to get your automation projects approved faster and which projects you should tackle first. In this workshop, you'll learn:
Find out more about 14 automation projects that you should consider implementing. Learn the best approach to implementing each of them as well as the one-time issues and ongoing impact. Find out which 4 of these automation projects can be implemented in 30-90 days, 6 that will take 3 to 6 months, and 4 that will take at least 6 months. Find out what key activities should be completed before taking on any new project. We’ll discuss those as well as part of this interactive session. |
| 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 Benchmarking holds out the promise of helping you identify and understand best practices and enabling you to set meaningful, achievable targets for your Accounts Payable organization. As such, it is an essential ongoing process to ensure that your staff are producing the best possible return. To be effective, it is crucial that you approach benchmarking in the right way. In addition, it is important to ensure that you have laid the foundation – the environment to performance excellence. What is included is demystified in a workshop that will inspire, intrigue, and excite you to invest in an approach that will make each of your employees as excited about improving processes as you are! Learn how to lead, manage, and implement best practices and use benchmarking to drive performance improvements. This session will guide you through some of the basics of benchmarking, identify some of the common mistakes people make when benchmarking and share some key performance metrics from The Hackett Group’s research in this area. Discussion will include how to:
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 Accounts Payable has always been a transactional based function. As AP professionals, we know that more purchase orders translate into greater invoice volume, which then translates into the need for more headcount in accounts payable. Simple enough to understand, but we also know that upper management does not often authorize “new hires”. Hence, the reason for you to attend this workshop on “P-Card Transformations”. Instead of more hiring, management expects “process improvement, productivity gains and headcount reductions” while still improving on-time payments and never missing a discount offering. This philosophy is almost universal in the AP world. So what’s the answer to the dilemma? Purchasing cards! The programs can be implemented or expanded with almost no cost and the impact on the organization is almost immediate. Even if you have had a p-card program for years, this workshop will explain how others have expanded “stalled programs” while improving their controls and increasing productivity. Topics for this workshop will include:
Once completed, you will each be armed with the necessary information to quickly compare your organizational culture regarding p-cards to those considered “best-in-class”. This information will then allow you to implement a great p-card program or to re-invigorate your stalled, and perhaps, obsolete program. |
| 1:00 PM - 4:00 PM |
Pre-Conference Workshop D: How to Design, Develop and Deliver a Bullet-Proof 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. Get answers to the following questions:
In this session, get an undercover look at three critical components
so you can develop your roadmap. |
| 5:00 PM - 6:00 PM |
Best Practice Case Study Workshop — Free to Attendees Do This! Not That! It might be true that, "What happens in Vegas, stays in Vegas." But what happens with your AP automation has far-reaching consequences. That's why it's so important to get your AP automation projects right. During this lively and interactive session, the speakers will detail the most common mistakes that companies make when deploying AP technologies -- and what they should have done instead. Attendees also will have the opportunity to share their own automation challenges and have the speakers offer possible solutions. While this session won't help you win money at blackjack, it will help keep the business case for your AP automation projects on track -- no matter where you are in the process. One early piece of advice: At the end of the session, we will hold a raffle for two tickets to a 10:30 p.m. performance of Cirque du Soleil's O at the Bellagio! But you must be present to win. So don't miss this kick-off session! 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 While everyone talks about the evolution of Accounts Payable from a transaction focus to a group that supports business decisions, do you struggle with how to make this journey? Do you ask yourself what things should I focus on? How do I address the people issues? This session will provide real life examples as well as tools to help you facilitate/transform an organization or simply take your current organization to the next level. Specific topics that will be covered include:
 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 Founded in 1999, Zappos has grown to be the largest online shoe store. It is known for its culture, innovation and customer service. It is near the top of Fortune Magazine's list of the best companies to work for. To support its rapid growth there has been an ever-changing need to transform its back office transaction processing. Learn how they have successfully migrated and evolved from a basic accounting system to a comprehensive solution.  John Peretiatko, Director of Financial Systems, 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 Learn the basic concepts and best practices for invoice handling, matching, exceptions, coding and approvals. Find out how to streamline invoice processing, how to handle “orphan” invoices, invoices without numbers, recurring payments and posting from copies. Find out how to use vendor statements and other techniques to find and eliminate erroneous and duplicate payments. 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 In 2011, there are many changes being made by the IRS. This session will cover actual and expected changes that will impact AP. These include: the 1099-K interface with 1099-MISC; FATCA and its impact; new EFTPS rules and federal holidays; factoring - a new audit target; how to use the new W-9 form; new information return penalties; state requests to the IRS to increase buckets for state withholding on 1099s; and new IRS efforts to uncover misclassified employees. 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 |
| Track D |
AP Solution Provider – Real-World Best Practices for AP Automation from Kofax and The David J. Joseph Company Kofax AP automation solutions enable companies to reduce invoice processing costs. The David J. Joseph Company (DJJ) experienced marked savings after reengineering their procurement to pay procedures and overlaying AP automation. Join Kofax and DJJ to learn how process redesign and AP automation can deliver results in your organization. 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 |
| 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 Learn about AP’s role and responsibilities for cash management and how AP’s payment practices impact a company’s bottom line. Find out alternative payment methods including checks, purchasing cards, electronic payments via ACH and wire transfers. Learn about best and appropriate practices to reduce payment fraud, stops, voids and returned checks. Get insights into how to streamline your check processing and eliminate rush checks and the key metrics to measure the efficiency and effectiveness of your payment processes. 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? Finance executives are always looking for guidance on working capital strategies. AP plays a key role in developing and implementing appropriate Vendor Payment OptimizationTM(VPO) tools to ensure success. In this session, learn how VPO tools address issues such as:
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| Track C |
What's Working in Automation – Case Study: Improving Workflow, Streamlining Approvals and P2P Initiatives at The PNC Financial Services Group Learn from someone who is transforming AP at the 5th largest bank in America, where, with a staff of 50, the AP department handles over 50,000 invoices per month, 7,500 expense reports per month, and $5-$6 Bil. in annual spend. Find out how they are improving workflow in a two workflow environment of PeopleSoft and Ariba, what is being done to move to a centralized receipts processing environment, how they are enhancing their ERP AP modules with an audit trail and better reporting, and what’s required to streamline their approvals process. 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 In this session, you will learn about the key performance indicators (KPIs) that leading finance professionals track. The process involves setting the right objectives, measuring and analyzing the right information, and taking the correct action. Attend this session and discover how you can:
You will leave with a plan for measuring and managing payables performance across several dimensions including process |
| 2:30 PM - 3:30 PM | Concurrent Sessions – Choose A, B, C or D |
| Track A |
AP University™: AP 103 – Fundamentals of Internal Controls Fraud is a major challenge for AP. This session covers the types of fraud that AP is faced with, general concepts of internal control over the disbursement process, including invoice and payment fraud, expense report abuse, segregation of duties, and audit tips. Also, what you need to know about the Sarbanes-Oxley Act. Diane Gee, APM, AP Manager, DRS Sustainment Systems, Inc. |
| Track B |
Operations & Compliance – Sales & Use Tax Compliance The complexity of sales and use tax, as well as the number of taxing jurisdictions, has most AP managers, CFOs, controllers and other financial managers, eyeing use of transaction tax automation. Over 7,000 different authorities impose their own taxes in the US alone. This includes around 1,600 counties and 4,500 cities. Moreover, as states increase their audits of use tax, companies also need to be more aware of being in compliance with sales and use tax regulations. However, reviewing every payables invoice isn’t realistic. This session will present various automation solutions that can be used to assist your company in handling the complexities of sales and use tax on your purchases to minimize risks. Hear sales and use tax expert, Diane L. Yetter, and get ideas from simple, stand-alone solutions to integrated third party tax engine solutions that can help reduce the time involved from the accounts payable department on this critical task. This will address the issues that should be addressed as part of a use tax automation solution and provide tips on how to ensure a successful project. Topics covered include:
Diane Yetter, President, YETTERTM |
| Track C |
What’s Working in Automation – Automation Survival Skills: Lessons Learned From Implementing Automated Systems A lighthearted and realistic look at the survival skills needed when undertaking the task of automating anything, let alone a large financial department. Mary will highlight her different experiences through the design, implementation, testing and go-live phases of system automation. 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’
This session will give you the information you need to know to help you make a winning decision when it comes down to choosing an AP automation solution. Knowing the facts will help you weed out the AP imposters from the true AP automation solutions and give you the knowledge to ace that ‘Choosing an AP Automation Exam.’ |
| 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 AP departments can make a real impact by focusing on employee reimbursements. That’s because they are the second most controllable expense (after salaries) at most companies. Learn about T&E policy administration, processing strategies, automation issues, travel cards, spend analysis, and audits. Also, because the IRS has been cracking down on T&E noncompliance, the tax rules and requirements will be covered. Ted Klein, APM, Chairman, Klein Consulting |
| Track B |
Operations & Compliance – Unclaimed Property: Taking Control of the Risk! Discover the key elements for successful unclaimed property compliance. Today’s aggressive state enforcement tactics have put a spotlight on this regulatory area and increased the risk of significant liability. In addition to providing key compliance timelines, this session reveals practical methods for evaluating and minimizing liability while maintaining compliance. During this session, you also will receive tips for preventing audits and costly errors, and to help you reduce penalty and interest assessments. As a part of the risk reduction discussion, pending legislation and recent changes to state laws, regulations, rules and practices will be explained. Take control of the escheatment risk by making staying in the know a part of your company’s risk management strategy! Karen Anderson, Vice President-Compliance, Unclaimed Property Recovery and Reporting, LLC |
| Track C |
What’s Working in Automation – Alternatives to Outsourcing With outsourcing becoming so prevalent in today's business world, you cannot afford to stick your head in the sand or you will become obsolete. But, outsourcing is not the answer to all of the problems we are facing in today's economic environment. The hype of outsourcing does not always meet reality, in fact, more often than you might expect, it does not come close. How do you wade through all of the hype to ultimately determine what is right for your firm? This session will provide you with some tools to better understand alternatives to outsourcing and whether outsourcing is right for you. Dan Parnas, P2P Consultant, Epiphany Supply Chain Solutions |
| Track D |
AP Solution Provider – The Magic of Intelligent Data Capture Early versions of OCR-based data capture technology were fine for forms, but failed to produce ROI on higher volume, more complex invoices and other financial documents. Intelligent data capture represents a new breed of technology – one that’s purpose-built for header and line item extraction, across widely varying document layouts, with reconciliation capabilities that ensure the data being passed to your ERP and ECM systems is correct. Join Brainware to learn how the largest and best known companies in the world are automating accounts payable with intelligent data capture – turning their paper into profit. 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 Today's work culture can have you constantly running 90mph, hair on fire. Tomorrow, well, you know it's going to get faster. The good news is, that what you yearn for - more balance in your life - is actually the solution to your "more with less" dilemma. In this program, you will learn how to better fit work-life balance, health, connection and sustained motivation into your work life. Here's what else you'll get:
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| 9:30 AM - 10:30 AM |
KEYNOTE IV: Executive Perspective: AP’s Journey & Strategic Vision at Morgan Stanley Phil Polizzotto gives his unique executive’s perspective on Morgan Stanley's journey from eliminating paper and manual processing to an electronic payables through internal application development. Hear how they have outsourced various functions to captive location, how they have implemented 1042s reporting, about their new global Employee Expense Reimbursement application, and what they are planning globally for 2012. Get the inside story on where they are and how they got there, including people issues, systems and global challenges they face. .jpg) 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 The vendor master file is a strategic resource that should be controlled by AP. Find out how duplicate vendors, inactive vendors, inconsistent names, incomplete addresses, and inaccurate data can trigger all kinds of headaches – such as fraud, duplicate payments, and trouble from the IRS and other regulatory authorities. Learn best practices for cleaning up and maintaining your master vendor file. Best practices for setting up new vendors and updating existing vendors as well as key resources are covered. 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 Whether it is a software implementation, outsourcing, workflow, or whatever, the issue of leading your team to a successful result is the key. Find out from someone who has managed change at several large companies, how AutoZone’s AP department, has managed changing a variety of processes and inspired their AP staff to revel in change. Whether your AP processes are implementing a software change or your department is changing AP processes to provide stronger internal controls, the way your team performs their daily tasks is changing. Most likely, your AP department and team are not eager to do things in a new way. In fact, they can provide a number of reasons this change will not work. Find out how best to get their buy in and successfully implement the change your company needs.
Debbie Moseley, APM, AP Manager, AutoZone |
| Track C |
What's Working in Automation – Case Study: Accounts Payable & Purchasing Working Together In order to cut costs and improve efficiency, Einstein College of Medicine developed a “procure to pay” process in which accounts payable, purchasing and e-commerce work together under the Office of Procurement Services to develop a seamless process. This session will discuss the benefits of merging the departments, how it was done, lessons learned and what’s next in the future. 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 AvidXchange is revolutionizing the way companies pay their bills. With over 10 years industry experience and hundreds of implemented companies, we've listened to our customers and expanded our services to include Electronic Payment, Energy and Telecom; giving you a complete Bill Payment Solution for your company. Join us to learn more. 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 There is a confusing and ever-changing array of technologies available to automate the AP process. Technologies that are best for some companies are inappropriate for others. This session will sort all this out and give an overview of various technologies and how they can be used to improve efficiency and productivity. Solutions covered include: invoice imaging and scanning, automated workflow, electronic invoicing, invoice data extraction tools, automated T&E, and more. 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 Learn how a small team of 3 became a team of 25 in the High Tech industry. With dramatic growth fuelled by acquisition (in excess of 3 dozen over 16 years) and a centralized model, OpenText Accounts Payable has had to keep pace with the growth of the company. Learn how this team has adapted and become successful at servicing both internal customers, and vendors of OpenText alike, by participating in Finance-wide continuous improvement initiatives. With a strong partnership with Procurement, solutions were implemented allowing local statutory obligations to be met while actually increasing service to meet challenging global trade vendor obligations. As Manager of a global team, Linda would like to share the challenges and rewards of this journey. Linda Wybrow, APM, Accounts Payable Manager, OpenText Corporation |
| Track C |
What's Working in Automation – Pitching Your AP Project to the Top Brass: Building a Nuts & Bolts Business Case For too many organizations, Accounts Payable remains mired in antiquated manual processes because AP is not on the radar screen when it comes to spending money on technology and process improvements. But with profitability, compliance, and risk management high on executive agendas, our time has come! Join Pam Miller as she shares strategies on overhauling your processes by leveraging technology, and even more to the point, gaining the executive support and funding you need to bring about change.
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| Track D |
AP Solution Provider – 7 Lessons For AP Automation IBM/Datacap AP Automation solutions have been installed at major manufacturing, transportation, healthcare and government organizations and, along the way, IBM has developed a list of Best Practices for invoice data entry (capture) and approval (workflow) attested to by CFOs, Controllers and AP Managers. This session will detail real world case studies and impressive ROIs, with a focus on the key decisions that contribute to the success or failure of an AP implementation.  |
| 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 Cash starved federal and state governments are on the warpath – and your AP department is smack dab in the middle of the fray. 1099 penalties, sales and use tax liabilities, unclaimed property not reported – all represent much needed money for the government. The states are even hiring bounty hunters to find money they think you owe. This session explains how to comply with some of the more complex issues confronting AP including: Form 1099 and TIN matching, Form 1042-S, escheatment, sales & use tax, value-added tax, tax rules for T&E reimbursements, OFAC and the Sarbanes-Oxley Act. Marianne Couch, Principal, COKALA Tax Information Reporting Solutions, LLC |
| Track B |
Operations & Compliance – An Accounts Payable Internal Controls Program that Addresses Risk and Compliance This important session will focus on the internal controls that really matter for the accounts payable process. We will discuss the controls that properly mitigate risk and address compliance issues. We’ll focus on the key controls and activities for the accounts payable process and will explore delegation of authority controls, segregation of duties controls, and system access controls. This session will include specific case studies and “toolkit” information for vendor master and disbursement controls and include the following:
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| Track C |
What's Working in Automation – Case Study: Using Imaging, Lean Processing, Green Solutions and Partnering with Purchasing to Build AP Automation Success Find out from AP team leader, Carol Marsh, how Hypertherm Inc. implemented electronic imaging and which now handles more than 10k invoices a month. Images of invoices are accessible by their cross-functional partners eliminating research time by AP. Payment runs have also been automated now take only 10 minutes to complete. Learn how they partnered with their procurement teams and financial institution to maintain a DPO of great than 40. Get an inside look at the Green solutions they have implemented allowing reports to be saved electronically. This, combined with the invoice image retention, has enabled them to reduce paper retention from 45 boxes per year (savings aprox. 450 reams of paper per year). Lastly, discover how Lean processing has been implemented introducing visual inventories, and FIFO (First in, First out) processing. 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 – Mangement of AP Processes and Staff If you’re an AP manager or supervisor, you know that 90 percent of your time can be spent dealing with people issues. This advanced session will cover key leadership skills, handling difficult employees and vendors, managing productivity, dealing with change, setting goals, and rewarding achievement. Also covered will be AP process improvement using techniques such as benchmarking. 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 Measure, measure, measure…how else will you know how successful you are or which areas of your process should receive the most attention? Having a metric-centric approach to AP offers many opportunities to performance improvement by taking the emotion out of decision-making and engaging others without the internal politics that often limit success. Metrics also will inspire your staff, and yourself, to achieve greater performance. Attend this session to identify and understand best practices in metric development and how key performance metrics will help you set meaningful and achievable targets for your organization. To be effective, it is crucial that you approach metric setting in the right way. This session will guide you through the basics of metrics, how powerful they can be, and how to build a business case to get started or re-energize your approach to measurement. Participants will be able to:
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 The Paradies Shops operates over 500 stores in over 70 airports and hotels throughout the United States and Canada. For 16 consecutive years, Airport Revenue News has named The Paradies Shops as “Best Airport Retailer.” Key to maintaining this reputation is a strong commitment to and positive relationships with its suppliers. Accounts payable has played a significant role. Learn how AP has used p-cards and e-payables to improve and enhance vendor relations. Find out why choosing the right bank is so important to implementing the right processes. Learn how accounts payable has become a profit center with rebates and bonuses as well as significant savings that have been obtained. Betsy Williams-Campbell, AP Manager, The Paradies Shops |
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