Morning Workshops (select one):
What does it take to Build a Strong Fraud Prevention Program
Presented by: Rocco Lueck | Assistant Professor at D’Youville College
Department of Business
Does your organization have a culture that supports fraud prevention? Does your organization have policies in place so that an employee knows who to report a symptom of fraud to? Is there training regarding these policies? Is the training effective? This workshop will focus on building the foundations of a good organizational fraud prevention program.
How to Attain Full Value from your Automation Investment
Presented by: Jess Scheer | Executive Editor IOFM
Investing in AP automation is usually a once-in-a-career decision. There’s little institutional knowledge to help guide you. And given the stakes, it can be highly anxiety producing. But it doesn’t have to be. In less than three hours, IOFM’s executive editor Jess Scheer will walk you through the successful journey of those that have successfully automated their AP processes – providing peer-tested self-assessments and templates to help guide you at each step. Regardless of where you are on your automation journey, this hand’s on workshop will help you mitigate the risks that come as you embark on transformative change.
Credit & Collections Master Class: Management
Presented by: Judy Bicking | Senior Trainer IOFM
In this incredibly challenging time, it is more important than ever to help your company become more profitable by securing a strong and consistent cash flow. But how do you protect the company’s cash and support sales at the same time? How do you meet or, better yet, exceed DSO? How do you reduce the time it takes to on-board a new customer to meet their ship immediate requirements? Now is a great time to enhance your credit and collections skills and learn best practices that will help you achieve this and so much more by attending this class taught by our senior trainer Judy Bicking.
Three Steps to Successful Vendor Setup and Maintenance
Presented by: Debra R Richardson, MBA, APM, APPM, CPRS
Vendor Master File (VMF) guru Debra Richardson will share what she’s learned over decades:
• 5 Authentication Techniques;
• 12 Internal Controls;
• 13 Best Practices with immediate takeaways to implement now.
Her time-tested strategies for vendor setup and maintenance can help reduce the potential for fraud, regulatory fines, and bad vendor data. Her focus is comprehensive, including: Onboarding new vendors, Changes for existing vendors, Collection of vendor banking and other sensitive data, Vendor privacy considerations and tips to keep a clean vendor master file.
Her techniques work, whether you have no clearly defined process, a paper/electronic form, or a vendor self-registration portal.