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We’re about to hit the halfway mark of the year and it’s the perfect time for financial operations leaders to pause, reflect, and realign. In this webinar, we’ll explore how AP leaders can conduct effective mid-year check-ins with their teams, provide meaningful feedback, and foster accountability without burnout. We will discuss how to best structure your 1:1's to maximize your time and how to answer the path for development questions from your team.
You’ll also learn strategies to assess your own leadership progress, recalibrate goals, and reignite your team’s motivation to ensure a strong finish to the year. This session will also include some ideas for team building, and how to create fun events where the team can have meaningful shared experiences.
Whether you manage a small team or a large department, this session will equip you with practical, people-first tools to lead with intention and impact.
Patty Dungo-Morales
AP Manager, Vast Space
Patty Dungo Morales is an accredited AP Professional with certifications from IOFM in AP Management and Procure-to-Pay Management. She has over 17 years of AP experience in the aerospace industry. Patty is a trainer for IOFM and teaches the Accounts Payable Manager certification. Besides the excitement of space travel, Patty enjoys building trust in her AP team by creating meaningful professional connections in her work. AP not only needs to be trusted to “keep the lights on” but ensure that the financial data is accurate and proper spend controls are in place. She is currently the AP Manager for Vast Space where her current project in this exciting startup is to build the AP department from the ground up. On the weekends you can find Patty on adventures with her husband and daughter, exploring new cities and finding the best spots for boba tea and dumplings.
Grace Chlosta
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.
Continuing Education Credits available:
Receive 1 CEU towards IOFM programs:
Receive 1 CEU towards maintaining any AP and P2P related program through IOFM! These programs are designed to establish standards for the profession and recognize accounts payable and procure-to-pay professionals who, by possessing related work experience and passing a comprehensive exam, have met stringent requirements for mastering the financial operations body of knowledge.
Continuing Education Credits available:
Receive 1 CEU towards IOFM programs:
Receive 1 CEU towards maintaining any AR and O2C related program through IOFM! These programs are designed to establish standards for the profession and recognize accounts payable and procure-to-pay professionals who, by possessing related work experience and passing a comprehensive exam, have met stringent requirements for mastering the financial operations body of knowledge.
Thank you for registering for the live webinar: Reset, Refocus, Recharge: A Mid-Year Leadership Power Hour, sponsored by IOFM.
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