people payments process · 7 key attributes to make your ssc or gbs stand out – judy bicking,...

GOLD SPONSORS:

SILVER SPONSORS:

TITLE SPONSOR:

REGISTER BY MARCH 17, 2017 ANDSAVE UP TO $300

PEOPLE

PROCESS

PAYMENTS

May 7–9, 2017 Disney’s Yacht & Beach Club Resort®

Lake Buena Vista, FLSpring17

EARLYBIRD

SPECIAL!

Register by March 17, 2017 and SAVE UP TO $300

iofm.com/conference-spring

(207) 842-5557

[email protected]

Produced in association with:

© Disney

Disney’s Yacht & Beach Club Resort®

2 iofm.com/conference-spring • 207-842-5557 • [email protected]

STRATEGIES, TOOLS AND CONNECTIONS that’ll benefit financial operations professionals of all levels:• Accounts Payable Director

• Accounts Payable Manager

• Accounting Manager

• Accounts Payable Specialist

• CFO

• Controller

• Director of Disbursements

• Director, Procure-to-Pay

• Director, Shared Services

• Finance Director

• Manager, Procure-to-Pay

• Vice President, Accounts Payable

• VP Finance

7 CONFERENCE TRACKS cover everything you need to know and more for 2017:

Track A: AP Fundamentals & Best Practices

Track B: Payments

Track C: Leadership

Track D: Automation Case Studies I

Track E: Operations & Compliance

Track F: Shared Services & GBS

Track G: Automation Case Studies II

EXCLUSIVE ATTENDEE RATE: $219 per night + taxes if reserved by April 14.

BOOK EARLY FOR BEST AVAILABILITY AT: iofm.com/conference-spring/venue

or call 800-803-5804

In your downtime, enjoy the casual elegance of

Disney’s Yacht & Beach Club Resorts® at Walt

Disney World® Resort. Relax in the plush lobby filled

with nautical touches, explore the 3-acre water

wonderland of Stormalong Bay, rent a motorboat,

or enjoy the spa.

Use Disney’s complimentary bus transportation

from your hotel to explore Walt Disney World®

Resort Theme Parks. Between sessions, catch up on

email in one of the functional meeting spaces with

complimentary WiFi.

REGISTER BY MARCH 17 AND SAVE UP TO $300 OFF

THE DOOR PRICE! iofm.com/conference-spring

207-842-5557 • [email protected]

VENUEDisney’s Yacht & Beach Club Resorts®

1700 EPCOT RESORTS BOULEVARD

LAKE BUENA VISTA, FLORIDA

“I enjoy networking and

listening to the overall experiences of other companies in various

industries and hearing about their wins and

challenges.“

Maribel MotaAccounts Payable Executive Director, G-III Apparel Group


Add a full day certification or workshop to your conference experience with the VALUE PASS and SAVE!

Take your career to the next level with the Value Pass. Become your department’s expert on crucial AP & P2P functions.

Accounts Payable Certification TrainingSUNDAY, MAY 7 | 8:00am – 4:00pm Presented by: Pam Miller, Senior Trainer, IOFM -or- WEDNESDAY, MAY 10 | 8:00am – 4:00pm Presented by: Beverly Mostovy, Trainer, IOFM

Earning APM or APS certification will take your career to the next level. Whether you are

just starting your path in AP or are a well-established professional, the AP Certification program offers a blend of fundamentals, fine tuning, best practices and leadership training that will serve you well as you advance in your career.

Procure-to-Pay Certification TrainingPresented by: Judy Bicking, Senior Trainer, IOFM

SUNDAY, MAY 7 | 8:00am – 4:00pmWhether you want to support your organization’s evolution toward P2P, or you

want to optimize your existing P2P process, IOFM’s Procure-to-Pay certification program will give you the resources and knowledge you need to become a leader in your organization’s advancement toward achieving a true end-to-end process.

FULL DAY CERTIFICATION CLASSES

CERTIFICATIONS AND WORKSHOPS

Women’s Summit: Career Advancement and Personal Empowerment for Women

WORKSHOP CHAIR: Judy Bicking, Senior Trainer, IOFM Featuring female speakers in high-power positions from multiple organizations

WEDNESDAY, MAY 10 | 8:00am – 4:00pmWhether you are just starting out or already advancing to the top rungs on the career ladder, you face unique challenges as a woman in the workplace. In this summit, explore and acknowledge the misperceptions that women must overcome; speak candidly about the roadblocks women face; and take away practical, actionable strategies for overcoming obstacles and realizing your full professional potential.

IRS Regulation Bootcamp Presented by: Marianne Couch, J.D., Principal, COKALA Tax Information Reporting Solutions, LLC

WEDNESDAY, MAY 10 | 8:00am – 4:00pmWith the introduction of FATCA in 2014, reporting on payments to foreign payees is more complex than ever. This intensive one-day program will put you and your team ahead of the game when it comes to compliance with FATCA, including new tax regulations under IRC chapter 3, Form 1042-S, and Forms W-8 & W-9.

FULL DAY WORKSHOPS

“The AP Certification training was easy to follow.

The material presented in the training was on-point with today’s Account Payable

functions.“

Angie LyonsAccounts Payable Coordinator, Mag Mutual Insurance Company

“I felt the sessions were varied and well done. I really enjoyed the Peer to

Peer sessions.“

Vanessa TaggartDirector, Supply Chain – Accounts Payable, Lehigh Valley Health Network


TRACK A AP FUNDAMENTALS & BEST PRACTICES

TRACK B PAYMENTS

TRACK C LEADERSHIP

TRACK D AUTOMATION CASE STUDIES I

TRACK E OPERATIONS & COMPLIANCE

TRACK F SHARED SERVICES & GBS

TRACK G AUTOMATION CASE STUDIES II

9:30am - 10:30am

An Effective AP Policies & Procedures Manual Can Help Move AP from “Good to Great” – Pam Miller, Senior Trainer, IOFM

P-Cards: Making AP a Profit Center – Pamela Buda, Network Accounts Payable Manager, St. Luke’s Health Network

Case Studies in Leadership: Creating Engagement and Driving Value – Judy Bicking, Senior Trainer, IOFM; Ian Paul Da Costa, Accounts Payable Manager, UCLA; Dennis R. Cooper, VP Accounts Payable Department, Supply Chain Management, PNC Financial Services Group

Session to be announced

1099-MISC and 1042-S for 2017: What’s New? – Mary Kalleward, Principal, COKALA Tax Information Reporting Solutions; Marianne Couch, J.D., Principal, COKALA Tax Information Reporting Solutions

Case Study: Viacom’s Journey to Building a GBS Organization – Tracey Ruff, VP, GBS Deputy GM & PTP, Viacom

How B&H Photo Managed to Increase Supplier Statement Reconciliation By 100% and What Were the Results? – Daniel Kimpton, Director, Statement- Matching.com and Montee Kaminetzky, Accounts Payable Manager, B&H Photo and Video

11:15am - 12:15pm

AP on a Mission: Nonprofits – Monica Buhl, Accounts Payable Manager, Henry M. Jackson Foundation for the Advancement of Military Medicine

AP Guide to the ACH Network: Supplier Payments, Risk Management, Process Improvement – Robert Unger, AAP, Senior Director, Product Management and Strategic Corporate Relations, NACHA

Selling Management to Get the Support AP Needs – Montee Kaminetzky, APM, Accounts Payable Manager, B&H Photo and Video


Solving the W-8 | W-9 Puzzle – Mary Kalleward, Principal, COKALA Tax Information Reporting Solutions

AP in Transition: Reversing Outsourcing, Going Global – Rebecca Linton, Senior Manager Global Accounts Payable, Netflix

Pay it Forward: Linking AP & Procurement for Closed Loop P2P – Richard Waugh, VP, Corporate Development, Invocus - A Division of Zycus

1:30pm - 2:30pm

The Impact of Metrics on Automation – Tina McGlasson, APM, Accounts Payable Manager, Dover

Payment-Wrangling: Partnering With the Right Provider – Jacquelyn Harris, Accounts Payable Specialist, Missoula County

Learning to Lead AP on the Fly – Keith Dabbs, Director, Procurement & Sourcing, Riverside Health System


P2P Due Diligence: Staying Tax-Compliant – Marianne Couch, J.D., Principal, COKALA Tax Information Reporting Solutions

From Shared Services to Global Business Services – What Does World-Class Look Like? – Penny Weller, Ph.D., CMA, Senior Director, Global Business Services, North American Practice Lead, The Hackett Group


2:40pm - 3:40pm

ERP Implementation 101 – Lisa Infante, Accounts Payable Manager, Miami Children’s Hospital

Cards in Procure-to-Pay: Separating Myth from Reality – Moderator: Mark Brousseau, Special Projects Editor, IOFM

Effectively Managing Multiple Generations: What to Know – Moderator: Brian Cuthbert, Executive Director, IOFM


Order from Chaos: An Accounting Manager’s Tale – Beth Bigler, Account Manager, Kimball Midwest

Why Governance is Key to BPO Success – Carol Gonzalez, Senior Manager of AP and BPO Delivery, Cott Corporation

Lead Meaningfully to Overcome Change Resistance – Christina Robbins Marketing Manager, Digitech Systems, LLC

SUNDAY, MAY 7* PRE-CONFERENCE *

8:00am - 4:00pm PRE-CONFERENCE – FULL DAY PROGRAMS (See page 3 of the brochure for more information)

9:00am - 12:00pm PRE-CONFERENCE – HALF DAY MORNING WORKSHOPS (See page 7 of the brochure for more information)

1:00pm - 4:00pm PRE-CONFERENCE – HALF DAY AFTERNOON WORKSHOPS (See page 7 of the brochure for more information)

* CONFERENCE KICK-OFF *

4:15pm - 6:00pm PEER-TO-PEER ROUNDTABLES

6:00pm - 7:00pm OPENING RECEPTION

MONDAY, MAY 88:10am - 9:15am

OPENING KEYNOTE: Finding Focus, Passion and Purpose in a Distracting World – Jon Petz, CSP, Keynote Speaker on personal performance, Author & Performer

* SESSION TRACKS *

Monday continued top of next page.

Agenda subject to change.

CONFERENCE AGENDA


4:15pm - 5:15pm

Talk is Cheap! Stop Fixin’ to Automate and Get it Done! – Pam Miller, Senior Trainer, IOFM

Best Practices in Capturing Vendor Discounts and Improving Your Vendor Relationships – Elaine Stattler, Editor, IOFM; Chris Dritsas, Accounts Payable Manager – NSAM Financial Hub Cameron, A Schlumberger Company; Joni Geurts, Manager, Accounts Payable, JetBlue Airways

Bore No More – Make Your Meetings Soar Instead of Bore – Jon Petz, CSP, Keynote Speaker on personal performance, Author & Performer


Take the Burn Out of B-Notices – Marianne Couch, J.D., Principal, COKALA Tax Information Reporting Solutions

7 Key Attributes to Make Your SSC or GBS Stand Out – Judy Bicking, Senior Trainer, IOFM

Case Study: Walter Investment Management Corporation - Financial Agility Without the Force – Ed Jones, Corporate Center of Excellence Project Manager, Walter Investment Management Corporation

5:15pm - 7:00pm NETWORKING RECEPTION

TUESDAY, MAY 9* SESSION TRACKS *TRACK A AP FUNDAMENTALS & BEST PRACTICES

TRACK B PAYMENTS

TRACK C LEADERSHIP

TRACK D AUTOMATION CASE STUDIES I

TRACK E OPERATIONS & COMPLIANCE

TRACK F SHARED SERVICES & GBS

TRACK G AUTOMATION CASE STUDIES II

8:15am - 9:15am

Uncovering Efficiencies, Big and Small – Rowena Froegel, Senior Manager of Accounts Payable, Discover Financial Services

Improve Your Payment Process, Step by Step – Anne Wheeler, Consultant and Project Manager, CS Process Flows, LLC

Reinventing Leadership – Dwayne Banks, AP Manager, Hospital Housekeeping Systems


Use Tax Traps to Avoid With AP Automation – Diane Yetter, President, YETTER

Creating a New P2P Organization – A Case Study – Michelle Sadowski, Integrated Supply Chain Process Leader and Procure-to-Pay Project Manger, NextEra Energy


9:30am - 10:30am

How to Clean Up Your Vendor Master File and Keep it Clean – Steve Iannarone, Senior Manager, Global Shared Services, Arthur J. Gallagher & Co.

Everything You Need to Know About Migrating From Paper Checks to Electronic Payments – Moderator: Mark Brousseau, Special Projects Editor, IOFM

Know What to Measure: Defining Success Through Benchmarking – Judy Bicking, Senior Trainer, IOFM


1099-MISC and 1042-S For 2017: What’s New? – Mary Kalleward, Principal, COKALA Tax Information Reporting Solutions; Marianne Counch, J.D., Principal, COKALA Tax Information Reporting Solutions

AP & Procurement: Why Can’t We All Just Get Along? – Jess Scheer, Continuing Education Manager, IOFM


11:15am - 12:15pm

OFAC: What You Need to Know – Michael Volkov, CEO, The Volkov Group

The State of B2B Payments 2017

Streamlining With Centralized Purchasing – Angela D. Spells, APM, Accounts Payable Manager, Goodwill Industries of Central Indiana


How the Revised Uniform Unclaimed Property Act is Impacting AP – Karen L. Anderson, Senior Manager, State and Local Tax, Unclaimed Property, KPMG LLP

Metrics for Success: Using Metrics to Drive Change – Judy Bicking, Senior Trainer, IOFM


1:30pm - 2:30pm PEER-TO-PEER ROUNDTABLES

2:30pm - 3:30pm

Is Excel’s VLOOKUP Function Still the Champ? – Jeff Lenning, Microsoft Certified Trainer, Excel University

Moving to Electronic T&E Reimbursement – Nicole Thompson Williams, Associate VP, Pace University

The Power of Stay Interviews – Dick Finnegan, Speaker, Author, & CEO, C-Suite Analytics


What’s New in Sales & Use Tax - Update on Recent Law Changes – Diane Yetter, President, YETTER

Managing Risk in Your Procure-to-Pay Process: How Automation Can Help – Chris Doxey, CCSA, CICA, CPC, Senior Trainer and Consultant, IOFM


WEDNESDAY, MAY 10* POST-CONFERENCE *

8:00am - 4:00pm POST-CONFERENCE – FULL DAY PROGRAMS (See page 3 of the brochure for more information)

9:00am - 12:00pm POST-CONFERENCE – HALF DAY MORNING WORKSHOPS (See page 7 of the brochure for more information)

CONFERENCE AGENDA


KEYNOTE PRESENTATION

MONDAY, MAY 8 8:15am - 9:15am

Finding Focus, Passion and Purpose in a Distracting WorldJON PETZ, CSP, Keynote Speaker on personal performance, Author & Performer

Organizations consistently desire an engaged culture with purpose and passion. Yet, stimuli from all angles can distort or distract our authentic potential.

How can you perform at your best in this changing environment? Why do you do what you do? And why should you even care?

This interactive and entertaining session shares how to build and sustain the desirable human factor in the workplace by empowering greater passion, perspective and purpose in what you do, how you do it and why you do it.

Giveaways, raffles, & prizes

Gifts for AP & P2P Network members

Professional head shots: give your LinkedIn and professional profiles an update!

Special rates on Disney park passes

LEAVE SOME TIME FOR FUN!

But it goes beyond that. With a membership to the AP & P2P

Network, the learning doesn’t stop after the conference is over!

Once you’re back home and ready to implement some of the

new tricks you’ve just learned, it’s time to hit up app2p.com to

find tools, resources, and templates that will make it all stick!

PLUS, YOU’LL BE ABLE TO CONNECT WITH YOUR FELLOW MEMBERS ON THE FORUMS AND FIND OUT HOW THEY’RE TACKLING THE SAME CHALLENGES.

MEMBERSHIP TO THE AP & P2P NETWORK SAVES YOU $300 ON YOUR CONFERENCE REGISTRATION.

MEMBERSHIP + A P & P2P CONFER ENCE & E XPO =

THE PERFECT MATCH!


MORNING WORKSHOPS | 9:00am - 12:00pm

Form 1099 Bootcamp – Marianne Couch, JD, Principal, COKALA Tax Information Reporting Solutions, LLC

The Critical Role of Your Vendor Master File in Governance, Risk Management, and Compliance – Steve Iannarone, Senior Manager, Global Shared Services, Arthur J. Gallagher & Co.

Measuring for Value – Jess Scheer, Continuing Education Manager, IOFM

PRICING EARLY BIRD RATEEXPIRES 3/17/17

STANDARD RATEAFTER 3/17/17

CONFERENCE PASS (includes all sessions, meals, and receptions from 4:15pm on Sunday, May 7 to 3:30pm on Tuesday, May 9)

AP & P2P Network Members $1,195 (SAVE $200!) $1,395

Non-Members $1,495 (SAVE $200!) $1,695

VALUE PASS (includes all of the above PLUS one Certification class or Full Day Workshop)

AP & P2P Network Members $1,795 (SAVE $300!) $2,095

Non-Members $2,095 (SAVE $300!) $2,395

WORKSHOPS HALF & FULL DAY DATE TIME PRICE

Form 1099 Bootcamp Half Day May 7 9:00am - 12:00pm $395

The Critical Role of Your Vendor Master File on Governance, Risk Management, and Compliance

Half Day May 7 9:00am - 12:00pm $395

Measuring for Value Half Day May 7 9:00am - 12:00pm $395

Step-by-Step: The Keys to Creating and Implementing a Winning Automation Plan Half Day May 7 1:00pm - 4:00pm $395

Driving Change: Strategies for Effectively Managing AP & P2P Priorities and Projects

Half Day May 7 1:00pm - 4:00pm $395

Building Compliance Programs and Financial Controls in the Era of Aggressive Enforcement

Half Day May 7 1:00pm - 4:00pm $395

Sales Tax 101: What You Need to Know Half Day May 10 9:00am - 12:00pm $395

How to Prepare Excel Data Without Formulas or Macros Half Day May 10 9:00am - 12:00pm $395

Key Strategies for Building & Retaining a High Performance Team Half Day May 10 9:00am - 12:00pm $395

Women’s Summit: Career Advancement and Personal Empowerment for Women Full Day May 10 8:00am - 4:00pm $795

IRS Regulation Bootcamp Full Day May 10 8:00am - 4:00pm $795

CERTIFICATIONS DATE TIME PRICE

Accounts Payable Certification Training May 7 8:00am - 4:00pm $795

Accounts Payable Certification Training May 10 8:00am - 4:00pm $795

Procure-to-Pay Certification Training May 7 8:00am - 4:00pm $795

YES! REGISTER ME FOR THE AP & P2P CONFERENCE & EXPO!

PRE-CONFERENCE | SUNDAY, MAY 7

MORNING WORKSHOPS | 9:00am - 12:00pm

Sales Tax 101: What You Need to Know – Diane Yetter, President, YETTER

How to Prepare Excel Data Without Formulas or Macros – Jeff Lenning CPA, Microsoft Certified Trainer, Excel University

Key Strategies for Building & Retaining a High Performance Team – Dick Finnegan, Speaker, Author, & CEO, C-Suite Analytics

AFTERNOON WORKSHOPS | 1:00pm - 4:00pm

Step-by-Step: The Keys to Creating and Implementing a Winning Automation Plan – Mark Brousseau, Special Projects Editor, IOFM

Driving Change: Strategies for Effectively Managing AP & P2P Priorities and Projects – Steve Iannarone, Senior Manager, Global Shared Services, Arthur J. Gallagher & Co.

Building Compliance Programs and Financial Controls in the Era of Aggressive Enforcement – Michael Volkov, CEO, The Volkov Group, LLC

POST-CONFERENCE | WEDNESDAY, MAY 10

Get your in-depth education in one of these top notch half day programs. Space is limited.

FREE WITH

VALUE PASS!

FREE WITH

VALUE PASS!

HALF DAY WORKSHOPS

Institute of Finance & Management 121 Free Street Portland, ME 04101

Register by March 17 & save up to $300 off the door price! • iofm.com/conference-spring • 207-842-5557 • [email protected]

REGISTER BY MARCH 17, 2017 AND SAVE UP TO $300

Register by March 17 & save up to $300 off the door price! • iofm.com/conference-spring • 207-842-5557 • [email protected]

PEOPLE

PROCESS

PAYMENTS

“1099 Training was intense. What I

especially liked was that we had people from different industries coming together

talking about their solutions.“

Chirag ShahAP Manager, Sunrise Senior Living

“I enjoyed the learning environment,

being able to communicate with others regarding their

workflow of AP Automation and initial concerns when converting

from paper to an automated system.“

Tamika BraudAccountant I, University Student Union

“It was nice to hear that others

experience some of the same issues that I do, and to listen to their

feedback.“

Kim KamerlingAccounts Payable Manager, ArcBest Enterprise Solutions

PEOPLE

PROCESS

PAYMENTS

Spring17

people payments process · 7 key attributes to make your ssc or gbs stand out – judy bicking,...

Documents