Financial Operations Summit: 2021 On-Demand Recordings

IOFM’s Financial Operations Summit, originally held April 20-23, 2021, was designed with your needs in mind. Attendees had opportunities to learn from subject matter experts, evaluate cutting-edge solutions and network with peers who face similar opportunities and challenges. Hundreds of AP and AR practitioners learned about topics including: 

  • Automation ROI
  • Benchmarking
  • Credit & Collections Best Practices
  • Leadership
  • Unclaimed Property
  • Vendor Master File

Explore the on-demand recordings of the daily kickoffs and town hall sessions below (recordings of demo sessions not provided). 

Learn more about upcoming IOFM Virtual Events here.

You must be a Member and logged in to view these recordings. Free Starter Members are allowed to view as well. 

Day 1 (Recorded April 20, 2021)

On-Demand Recording
45 minutes | 1 CEU (rounded)

Presented By: Anders Fohlin, Chief Financial Officer at Medius 

Daily Kickoff | The Evolving Playbook for Finance Leaders in 2021

Last year accelerated the changing expectations from Finance in the greater enterprise, leaders in Finance roles will tell you that their organizations have been leaning on them more and more for the better part of the last decade. Join this kick-off session to learn from successful Finance leaders how they have been able to take control of their costs, cash and compliance while eliminating risk in their organization in 2021.

Sponsored By: Medius

On-Demand Recording

1 hour | 1 CEU

Presented By: Mark Brousseau with William Bridgers, SVP Payments at ActiveWorx, Zack Maier, VP of B2B Growth at American Express, Allie Laramore, VP, Payables Specialist at Fifth Third Bank, and Manish Vrishaketu, Chief Customer & Operating Officer, Tipalti

Town Hall | The Ultimate Forum on Automating Supplier Payments

Organizations of all sizes are migrating to electronic payments at breakneck speed. While the case for electronic payments was compelling long before the pandemic, the shift to remote working and the enormous cashflow challenges created by the recession have created urgency for organizations to find safe and efficient ways to pay their suppliers, no matter where staff work. Join us for this virtual town hall meeting as our panelists answer your questions about how to automate supplier payments.

Sponsored by: ActiveWorx, American Express, Fifth Third Bank, Tipalti


Day 2 (Recorded April 21, 2021)

On-Demand Recording

45 minutes | 1 CEU (rounded)

Presented By: Laura Listwan, Senior Vice President, Head of Commercial Payments Products at Fifth Third Bank

Daily Kickoff | Payment Innovation: What It Means To You

Innovation in the payment space is happening at an unprecedented pace. What are the implications of emerging payment options, such as RTP, Zelle and Push to Card, as well as emerging technology, such as APIs and distributed ledger mean to your company’s Accounts Payable and Accounts Receivables areas?

Sponsored by: Fifth Third Bank


On-Demand Recording

1 hour | 1 CEU

Presented By: Mark Brousseau with Christy Brewer, Global Business Development Manager, AP at Celonis, George Thomas, VP of Sales at ActiveWorx, Matt Postlethwait, Business Development Manager at Esker, Navin Gupta, Executive VP & Head BPM Services at Datamatics, and Reginald Twigg, Solution Expert & Director of Product for AP, Financial Operations, and Logistics at ABBYY

Town Hall | The Accounts Payable Automation Answer Forum

Seventy-one percent of accounts payable leaders say their department will automate further before year’s end.  Even departments that describe themselves as “largely automated” plan to deploy more technology.  But many accounts payable leaders are unsure of the best technologies and approaches to automation to use.  Many are wondering what to do with their existing invoice processing systems and the best way to deploy a new system when everyone works at home.  Other accounts payable leaders need suggestions for selling cost-conscious senior managers on automation.  Join us for this virtual town hall meeting as our panelists answer your questions about accounts payable automation.

Sponsored by: Celonis, Esker, ActiveWorx, Datamatics, ABBYY


Day 3 (Recorded April 22, 2021)

On-Demand Recording

45 minutes | 1 CEU (rounded)

Presented By: Aaron LeHew, Business Development Manager at Esker, and Frank Cook, Senior Engagement Manager at Esker

Daily Kickoff | Building a Business Case & Managing Change in a Digital World

Faster processing speeds, fewer errors, better visibility, and increased reporting options: Accounts receivable and Payable automation is all you’ve ever dreamed of and more!

Now it’s time to share that dream with your boss and the rest of your team. Unfortunately, people are afraid of change, which can make your job more difficult. Old habits (like sticky notes & Excel spreadsheets) die hard, but all parties involved need to be actively engaged for a project to be successful. First, you’ll need an unbeatable business case to demonstrate the value of AR & AP automation to the C-Suite. Then, you’ll need an approach that helps staff understand the need for change, and what they and the business are gaining by delivering the right information to the right people at the right time.

In this session, you’ll learn:

- The best strategies for convincing upper management that automation is the way to go

- How to internally sell AR & AP automation to various teams and engage staff at all levels to prepare for the switch

- Change management techniques to ease the transition to automated processes

Sponsored By: Esker


Day 4 (Recorded April 23, 2021)

On-Demand Recording

45 minutes | 1 CEU (rounded)

Presented By: Danny Schaarman, CEO and President at xSuite North America, Inc.

Daily Kick Off | 5 Strategies to Successfully Digitize Your Procure-to-Pay Process

Manual business processes in Purchasing and Accounts Payable are leading to enormous inefficiencies and are often why those in A/P are unable to work remotely, an especially difficult position to be in, given the restrictions the pandemic has placed on the workplace this past year. Additionally, during this disruption, executives are prioritizing the preservation of working capital, and that’s why optimizing P2P has become even more important to all businesses. The decentralized organization of information (that’s usually the standard scenario for manual working environments) creates the challenge of missing information throughout process. Many companies have some automation in place, but often do not have true end-to-end solutions for workflows and information management.

In this session, you’ll learn:

• How automating your P2P processes revolutionizes the way we work, allowing operations to continue from wherever we are

• Why optimizing your P2P processes will allow you to increase efficiency, gain stability, and minimize costs

• To leverage the capabilities of SAP S/4HANA to build a more intelligent and automated ERP system

• To understand when you should implement your automation solution and whether you should do it before or after you complete your SAP S/4HANA project

• And much more

 Sponsored by: xSuite


Continuing Education Credits available:

Receive 1 CEU per hour (up to 6 CEUs) towards IOFM's Certification Programs:

AP Certification Seal  APP Certification Seal

Receive 1 CEU per hour (up to 6 CEUs - rounded to nearest whole) towards maintaining any AP, P2P, AR or O2C Certification 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. (CEUs for the live virtual event calculated differently - see CEU Guidelines for more information)

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