Future-Proofing Accounts Payable

When we think about the future of accounts payable, automation, new software implementation, and of course the advent and integration of AI in AP platforms comes to mind. But that's only part of the picture. Future projects, company mission pivots, and scaling your AP team are just as much a part of your team's future as the technology itself.

In this session, we'll discuss the importance of practical, hands-on AP experience as AI features become standard in AP platforms. Technology can move fast, but the judgment behind a payment — matching an invoice to PO, understanding vendor relationships, and recognizing the nuance in an exception — still comes from experience. How do we best collaborate using years of AP expertise alongside AI automation, without sacrificing the controls that protect the company's payments? We'll walk through where AI can responsibly take work off your plate, and where human oversight still must lead.

I'll also share strategies for getting ahead of change before it arrives — so your AP team isn't just reacting, it is positioned to rise to the challenge. Whether that means a large cross-functional project, an ERP implementation, a shift in company direction, or simply scaling the team to keep pace with growth, the goal is the same using big picture thinking to set your team up for success.

You'll leave this session with practical takeaways on balancing AI adoption with strong controls, and a framework for building an AP team that's resilient no matter what change comes next.

Patty Dungo Morales 
Professional Speaker/Trainer

Patty Dungo Morales brings more than 18 years of Accounts Payable and finance operations experience, starting in airplane leasing, then moved to a rocket manufacturer that launched small satellites into space. Most recently, she built the Accounts Payable function from the ground up—doubling the team and establishing scalable controls, processes, and systems to support the company’s mission to build the world’s first commercial space station.

Patty is an IOFM trainer and instructor for the Accounts Payable Manager Certification program. In June 2026, she earned a Certificate of Completion from Women in Aviation and the Harvard Division of Continuing Education for the Women in Leadership: Online Program for Emerging Leaders. She is excited to share the knowledge and insights she gained from this program during her sessions at the Fall Conference.

Patty is passionate about building trust within AP by fostering meaningful professional relationships and empowering her team to succeed. She believes Accounts Payable plays a critical role beyond simply “keeping the lights on”—it is a trusted partner in ensuring financial accuracy, strengthening internal controls, and promoting responsible spending. On weekends, you can find Patty exploring new cities with her husband and daughter, always on the lookout for great coffee and the best ramen spots.

Grace Berube
Senior Content Manager, IOFM

Grace is the Senior Content Manager at the Institute of Finance & Management (IOFM), where she has led content strategy and development since 2022. In this role, she oversees all aspects of IOFM’s digital and event-based content, ensuring it remains timely, relevant, and actionable for all financial operations professionals.

Grace manages IOFM’s robust library of site content, leads the organization’s editorial and member webinar programming, and hosts IOFM’s podcast series. She also oversees a team of subject matter experts who contribute thought leadership and educational articles. In additional, Grace curates and manages all speaker content for IOFM’s in-person and virtual events, ensuring consistency and quality across every touchpoint. With nearly three years in the role, Grace brings a deep understanding of the financial operations landscape and a passion for delivering content that empowers professionals to excel in their roles.