Financial Operations Summit

April 20-23, 2021

FOS people tile IOFM's Spring 2021 Financial Operations Summit is a 4-day virtual event connecting financial operations professionals in AP and AR with leading solution providers through daily town hall panel discussions, demo presentations, by-invitation focused luncheons, in-depth workshops, peer networking opportunities, and more.

The event will bring together thought leaders and Subject Matter Experts from AP and AR to address the most pressing challenges, emerging trends, compliance issues, and operational solutions.

Why Participate?

Learn key benchmarks, trends, and insights from industry experts during town hall meetings
Share advice, best practices, challenges, trends to watch, and tips with your peers in private hosted luncheons
Meet with vendors at a day and time that works best for you via our easy-to-use FREE event platform
Explore the latest products to help you start – or continue – your journey to automation and compliance
Become a lead learner on solutions your business needs to succeed in the current business climate

Topic Highlights

Learn from subject matter experts and thought leaders in AP and AR, and connect with peers about the issues that are most relevant to you - and your organization - right now. Topics will include:

Automation
Benchmarking
Leadership
Payments Solutions
Unclaimed Property

Financial Operations Summit
Schedule-at-a-Glance

(NOTE: All session times are Eastern Time)

Tuesday
April 20

10:00-10:45

Daily Kickoff

11:00-12:00

Town Hall

12:15 -1:00

Demo Presentation

1:15-1:45

Session: Vendor Master File

2:00-2:45

Demo Presentation

3:00-3:45

Demo Presentation

4:00-4:30

Session: Leadership

Wednesday
April 21

10:00-10:45

Daily Kickoff

11:00-12:00

Town Hall

12:15-1:00

Demo Presentation

1:15-1:45

Session: Unclaimed Property

2:00-2:45

Demo Presentation

3:00-3:45

Demo Presentation

4:00-4:30

Session: Credit & Collections

Thursday
April 22

10:00-10:45

Daily Kickoff

11:00-11:45

Demo Presentation

12:00-12:45

Demo Presentation

1:00-1:30

Session: Fraud

1:45-2:30

Demo Presentation

2:45-3:30

Demo Session

3:45-4:15

Session: Automation

Friday
April 23

10:00-10:45

Daily Kickoff

11:00-1:45

Half-Day Workshops

2:00-4:45

Half-Day Workshops

Friday Workshops
(FREE for IOFM Members)

Topics will include:

Automation ROI
Credit & Collections
Fraud Prevention
Leadership Essentials
Unclaimed Property
Vendor Master File

Learn more about workshops.

Receive up to 12 CEUs towards IOFM's AP, P2P, AR, and O2C Certification programs:

APP Certification Seal

Receive 3 CEUs per day towards maintaining any AP, P2P, AR, and O2C related program through IOFM! These programs are designed to establish standards for the profession and recognize AP, P2P, AR, and O2C professionals who, by possessing related work experience and passing a comprehensive exam, have met stringent requirements for mastering the financial operations body of knowledge.