Financial Operations Summit

April 20-23, 2021

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. Learn more by reviewing the detailed Agenda

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 Session
1:15-1:45
Session: Vendor Master File
2:00-2:45
Demo Session
3:00-3:45
Demo Session
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 Session
1:15-1:45
Session: Unclaimed Property
2:00-2:45
Demo Session
3:00-3:45
Demo Session
4:00-4:30
Session: Credit & Collections
4:30-5:00
Session: Credit & Collections

Thursday
April 22

10:00-10:45
Daily Kickoff
11:00-11:45
Demo Session
11:00-12:00
Demo Session
12:00-12:45
Demo Session
1:00-1:30
Session: Fraud 
1:45-2:30
Demo Session  
2:45-3:30
Demo Session
3:45-4:30
Demo Session
4:30-5:00
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.

Click here to view the detailed agenda>>

 

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

AP Certification Seal  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.


Participating Companies

PLATINUM SPONSORS
  • BASWARE
  • ESKER
  • MEDIUS
  • FIFTH THIRD BANK
ADDITIONAL SPONSORS
  • ABBYY
  • ACTIVEWORX
  • AMERICAN EXPRESS
  • APPZEN
  • APXPRESS
  • BLACKLINE
  • CELONIS
  • DADE SYSTEMS
  • DATAMATICS
  • GAVITI
  • iPAYABLES
  • PRGX
  • SOVOS COMPLIANCE
  • STATEMENTMATCHING
  • TIPALTI
  • TRADESHIFT

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