Institute of Finance & Management

Finding success with IOFM

IOFM is the premier provider of education and training for Accounts Payable, Procure-to-Pay, Accounts Receivable, Credit & Collections, and Order-to-Cash professionals. Over the last two decades, we’ve trained more than 25,000 professionals, provided on-going support through our membership, and presented unmatched content on best practices at our annual conferences.


IOFM webinars offer outstanding opportunities for training and professional development. Join our subject matter experts live, or on demand and stay up to speed on the latest trends and topics.

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Have you ever wondered “what is the correct procedure for handling prior year 1099 corrections?” — or something similar?

Get your specific questions answered by our team of experts and browse over 500 previous questions!

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Benchmarks, best practices, and the keys to compliance

Members of the IOFM Network have anytime access to hundreds of tools, templates, policies, checklists and calculators for every area of IOFM — plus exclusive benchmarking metrics, critical compliance updates and much more. In short, they’ve discovered that membership keeps them working smarter, not harder.

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WF_377610_APP2P18_Automation_Anywhere_October_Cover_mockup.png.small.300x300.pngOrganizations have a lot riding on the efficiency and effectiveness of their procure-to-pay processes.

Disruptions to an organization’s ability

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This information-packed annual update will alert 1099-MISC filers to changes in IRS forms, instructions and guidance that affect your reporting for

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We live in a digital world … but that doesn’t mean all businesses are free from tedious and time-consuming processes that affect the

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