Agenda Exchange Summit Americas 2018 · Bryan DeGraw, Senior Director, Finance Advisory, The...

Key Topics of the Exchange Summit Americas 2018

\ Learn How the U.S. Market is Moving Forward by Selecting an E-Invoice Standard

\ Find Out Why AI & Robotic Process Automation Will Disrupt Work in Finance

\ Identify Global E-Invoicing Trends: Road Mapping, Market Analysis and Best Practices

\ Experience How Blockchain Technology Impacts P2P and Supply Chain Finance

\ Hear About Trends in Real Time Payments: The Dawn of a New Era in E-Invoicing and Payments

\ Amid Global Compliance Chaos - Learn How You Keep Your E-Invoicing Processes Compliant

\ Understand the Challenges and Benefits of Effective Supplier Onboarding

\ Identify How to Drive the Digital Transformation of Purchase-to-Pay

May 7 to 9, 2018 | Miami, Florida | USA

3rd Exchange Summit AmericasE-Invoicing / E-Billing: Accelerator for Digitization

www.exchange-summit.com/exa

Partners

Highlight: Panel Discussion With Global Key Players

From Local to Global: E-Invoicing Interoperability and Compliance

Plus

Business Payments Coalition Meeting

Assessment of policies, open standards and

guidelines for an interoperability framework

for the U.S.

Plus

OpenPEPPOL Meeting

PEPPOL E-Invoicing as the driver for

standardization of the procurement process

Agenda Exchange Summit Americas 2018

9.30

E-Invoicing and the Blockchain

Kenneth Bengtsson, Co-chair of UBL Payments and Finance Subcommittee,

Chair of the OASIS Business Document Exchange (BDXR) Technical Committee

G. Ken Holman, Chair of OASIS Universal Business Language (UBL) Technical Committee,

Advisor to BBILLER.com Supply chain on the Blockchain

2.00 – 5.00

The Business Payments Coalition E-Invoicing Work Group will convene preceding the main conference. Delegates of the Exchange

Summit Americas are invited to attend the meeting free of charge.

Todd Albers, Sr. Payments Consultant Payments, Standards and Outreach Group, Federal Reserve Bank of Minneapolis, USA

6.00 - 9.00

Registration and Icebreaker Reception

Monday, May 7, 2018


9.00 Opening of the Exchange Summit Americas

Digitization & Blockchain

9.50

Blockchain and Its Implications on E-Invoicing

Mario Fernandez, CEO, Gosocket, Chile

10.55

Nokia: Electronic Invoicing in a Multi-Country, Multi-Format, Multi-Digital Environment

Guillaume Hatt, IT, Order Management & Invoicing Team Lead, Nokia, France

Viviane Assis de Carvalho Morais, Nokia Networks – CIO Digital Core, IT Project Manager –

Electronic Invoicing / Global Paperless, Nokia, Brazil

9.15

Driving the Digital Transformation of Purchase-to-Pay

Bryan DeGraw, Senior Director, Finance Advisory, The Hackett Group, USA

10.25 Networking Break and Exhibition

8.30 Registration and Welcome Coffee

P2P Study

Case Study

Tuesday, May 8, 2018

12.00 Networking Lunch and Exhibition

9.00 Registration and Welcome Coffee

Workshop

Business Payments Coalition Meeting


12.05

Moving the Market Forward with Selecting an E-Invoice Standard for the U.S.



2.10

From Local to Global: E-Invoicing Interoperability and Compliance

With the ever changing regulation on E-Invoicing and numerous initiatives at national level around the world, what are going to be the

success factors and challenges in making these initiatives successful?


Kenneth Bengtsson, Chair of the OASIS UBL Latin American Regional Subcommittee, Peru

Charles Bryant, Secretary General, EESPA, Brussels

Andre Hoddevik, Secretary General, OpenPEPPOL, Norway

Vinicius Pimentel de Freitas, Head International E-Invoicing Coordination, Interamerican Center of Tax Administrations - CIAT, Panama

3.10 Short Break

Stream A: Digitization & Robotic Process Automation

3.15

AP, E-Invoicing and Beyond

Brian Anderson, Senior Manager, Accounts Payable,

yahoo/Oath, USA


4.20

Digitization and Value Added Services

Rodrigo Alvarez, IT Manager, Grupo Bimbo, Mexico

Stream B: Open Standards & E-Invoicing in LATAM

3.15

Open Standards for E-Invoicing - and Beyond

Kenneth Bengtsson, Chair of the OASIS Business Document Exchange

TC and the OASIS UBL Latin American Regional Subcommittee


4.20

An Activities Panorama of E-Invoicing over the Americas

Vinicius Pimentel de Freitas, Head International E-Invoicing Coordi-

nation, Interamerican Center of Tax Administrations - CIAT, Panama

USA

Case Study

Case Study

Global Best Practice

11.30

E-Invoicing in Australia & New Zealand

Levine Naidoo, Former Program Delivery Lead on the Digital Business Council’s Initiative & Managing Director, LXNDigital, Australia

Australia

4.55 End of Day One

6.00

Dinner Event kindly supported by

All participants and speakers are invited to enjoy dinner and

refreshments in an informal atmosphere. Use this opportunity

to intensify your business contacts and grow your network.


Panel Discussion



Wednesday, May 9, 2018


10.40

Choose one of the following topics and gain informal, peer-to-peer discussion

and networking with other experts:

B2B Networks, Blockchain, UBL, Compliance, Consolidation: Mergers and Acquisitions.

Stream A: Supply Chain Finance & Compliance

9.00

Amid Global Compliance Chaos, How Do You

Keep Your E-Invoicing Processes Compliant?

Christiaan van der Valk, President, TrustWeaver, Sweden

9.30 Short Break

9.35

Reaping the Rewards of Dynamic Discounting

Joni Geurts, Manager, Accounts Payable, JetBlue Airways, USA

Stream B: Global Deployment & Supplier Onboarding

Case Study

8.30 Welcome Coffee

Roundtable Session

9.00

Challenges Associated with Introducing

E-Invoicing on a Global Scale

Michal Kawulak, Business Solution Director, Comarch, Poland

9.30 Short Break

9.35

The Challenge to Implement E-Invoicing in LATAM -

Experiences from a Global Company

Iris Martinez, Technology Business Partner – Hispanoamerica

Pearson Educación de México, Mexico

Case Study

Case Study

Open Standards & Real Time Payments

11.25

PEPPOL, the Easy Way to Seamless E-Invoicing

Andre Hoddevik, Secretary General, OpenPEPPOL, Norway


1.15

The Dawn of a New Era in Electronic Invoicing and Payments

Peter Davey, Vice President – Payment Innovation, The Clearing House, USA

3.30 End of Exchange Summit Americas 2018

1.50

E-Invoicing in the US ACH: NACHA’s Request for Payment

Robert Unger, Senior Director Product Management and Strategic Initiatives, NACHA-The Electronic Payments Association, USA

3.30 - 6.00

OpenPEPPOL Meeting: PEPPOL E-Invoicing as the Driver for Standardization of the Procurement Process


2.25

Interactive Expert Session

Discuss the latest developments with our experts and their interactions in invoicing, payments, standards and ISO 20022.

Chair: Kenneth Bengtsson, Chair of the OASIS Business Document Exchange TC and the OASIS UBL Latin American Regional Subcommittee


Partner Exchange Summit Americas 2018

Gosocket is a B2B network that establishes and manages relationships between

buyers and suppliers through the use of compliant electronic invoicing in Latin

America. This connection provides value added services with a focus in supply

chain finance. Founded in 2012, Gosocket connects with more than 500 million

electronic invoices over 1 million companies throughout Latin America. Access is

provided via web portal www.gosocket.net, which can also be accessed through

mobile devices either by their mobile web version m.gosocket.net or through

native applications for your smartphone or tablet iOS, Android, Windows Phone

or Windows 10.

www.gosocket.net

OpenPEPPOL is a non-profit international association responsible for the gover-

nance and maintenance of the PEPPOL specifications that enable European

businesses to easily deal electronically with any European public sector buyer in

their procurement processes. PEPPOL is not an eProcurement platform but inste-

ad provides a set of technical specifications that can be implemented in existing

eProcurement solutions and services to make them interoperable across Europe.

www.peppol.eu

Basware is the global leader in providing networked purchase-to-pay solutions,

e-invoicing and innovative financing services. Basware’s commerce and financing

network connects businesses in over 100 countries and territories around the

globe. As the largest open business network in the world, Basware provides scale

and reach for organizations of all sizes, enabling them to grow their business and

unlock value across their operations by simplifying and streamlining financial

processes. Small and large companies around the world achieve significant cost

savings, more flexible payment terms, greater efficiencies and closer relation-

ships with their suppliers. Follow Basware on Twitter: @Basware, join the

discussion on the Basware LinkedIn, Basware Facebook and Basware Blog and

subscribe for the latest news.

www.basware.com

Comarch is a technological company that has been engaged in the

optimization of business processes for 23 years. The company‘s portfolio

includes systems for electronic data interchange (EDI). Comarch EDI is a B2B

platform, which provides a competitive advantage by a fast and secure data

exchange with business partners. The solution provides the automation of data

processing throughout the supply chain: from the procurement process, through

the logistics, to invoicing and payment processing. Comarch EDI enables savings

to be made and compliance with legal and ecological requirements. Among the

clients who have trusted Comarch are the largest retail chains (e.g. Metro Group,

Tesco, Carrefour, Leroy Merlin), FMCG companies (e.g. BIC, Johnson & Johnson,

L‘oreal, Unilever), pharmaceutical companies (e.g. GlaxoSmithKline, Sanofi) and

the representatives of other key market sectors.

www.comarch.com

As market leader in enterprise application software, SAP (NYSE: SAP) helps

companies of all sizes and industries run better. From back office to boardroom,

warehouse to storefront, desktop to mobile device – SAP empowers people and

organizations to work together more efficiently and use business insight more

effectively to stay ahead of the competition. SAP applications and services

enable more than 378,000 business and public sector customers to operate

profitably, adapt continuously, and grow sustainably.

www.sap.com

SEEBURGER AG is a global provider of business integration solutions that stre-

amline business processes, enable digital transformation and business initiatives,

reduce operational costs, facilitate governance and compliance, and provide

end-to-end visibility to the farthest edges of the supply chain to maximise ERP

effectiveness and drive new efficiencies. Customers can choose between a Cloud

Service, an on premise installation or a hybrid business integration solution. With

30 years in the industry, SEEBURGER today is ranked among the top business

integration providers by industry analysts and serves thousands of customers in

more than 50 countries and 15 industries. Since its foundation in 1986, Bretten

has been the company‘s headquarters. SEEBURGER maintains 11 subsidiaries in

Europe, Asia and North America.

www.seeburger.com

Symtrax is a SAP-certified document and data management software provider.

For more than 25 years, we’ve helped organizations around the world improve

their workflow with solutions that are both modern and easy-to-use. Whether

meeting B2G regulations or distributing customized PDFs, our approach allows

for fast, flexible, and consistent invoicing, both on premises and in the cloud. We

follow client requirements closely, creating unique documents while eliminating

the need to send attachments. Users can access invoices through a secure URL

and keep track of important collection information.

www.symtrax.com

At TrustWeaver, we are on a mission to automate the complex legal decisions

behind fast-moving business transactions. We make business processes more

efficient by delivering you a cloud-based solution that guarantees real-time trust

and compliance for hundreds of millions of diverse business transactions every

year in more than 50 countries.

Constant technological innovation is squeezing inefficiencies out of physical and

financial supply chains. Online business is booming. Today, with just a single

mouse click, we can get customized goods and services delivered at tantalizing

speeds, from almost anywhere in the world. However, governments are getting

nervous. Borderless transactions pose a threat to their keeping control over flows

of data, goods and money. So their response has been to introduce more legal

technology controls - at an alarming rate. And this is having a ripple effect on

companies, leaving them struggling to keep on top of these diverse and constant-

ly changing laws.

www.trustweaver.com

www.exchange-summit.com

Save the Dates

4th Exchange Summit AmericasMay 6 and 7, 2019, Miami

17th Exchange SummitOctober 8 and 9, 2018, Berlin

Yes, I please register me for

3rd Exchange SummitMay 8 and 9, 2018USD 1.995

WorkshopMay 7, 9.30 - 12.00USD 300

Business Payments Coalition Meeting May 7, 2.00 - 5.00; free of charge

OpenPEPPOL MeetingMay 9, 3.10 - 5.30; free of charge

Payments will be accepted by credit card onlywww.exchange-summit.com/online-payment

Terms and Conditions

1. RegistrationRegistration is confirmed in writing by the organiser. The registration fee co-vers attendance at the lectures for the number of days selected, documen-tation, entrance to the exhibition area, lunch and refreshments. Important note in terms of late payment: As mentioned in the registration form all payments must be received within the due date given in the invoice. If you assume that your company is not able to manage payment in-time by bank transfer, please provide your credit card details in order to guarantee your booking. This helps to avoid any inconvenience upon your arrival at the event. At that time the full amount of the payment must be received in our accounts at latest.

2. CancellationsCancellations of a registration by a delegate has to be received in writing at least 30 days prior to the event and will be subject to a service charge of USD 200. Substitutions are acceptable at any time. Where cancellations are received later, the registration fee remains payable in its entirety. In case the Exchange Summit has to be cancelled by the organiser payments already received will be credited for the following year‘s Exchange Summit.

3. CopyrightAll material (documents, photos etc.) issued in connection with the events are copyrighted. Duplications and otherwise use must be authorised in wri-ting by the organizer. You may use personal cameras and video cameras for private use only. Professional photography and recording equipment are not permitted. With your attendance you consent to being photographed, filmed and recorded. Unless otherwise agreed with the organiser, you consent to the use of images and recordings of you for broadcast, publication and licensing without compensation or acknowledgement.

4. LiabilityIt may be necessary for reasons beyond the control of the organiser to alter the content or the timing of the programme or to cancel the event. The organiser of the Exchange Summit is not liable to pay any compensation or damages resulting from alteration, cancellation or postponement of the event. The organiser will do the upmost to inform the delegates of such modifications as early as possible, but is especially not liable if higher force or unforeseen incidences are affecting the meaningful implementation of the Exchange Summit. Force majeure includes: armed conflicts, civil strife, terrorist threats, natural disasters, political constraints, significant influence of transport, etc.

5. Data ProtectionThe organiser gathers and processes data in accordance with data protecti-on laws. Your data is stored electronically for the purpose of future updates of our services. If you wish your data to be amended, removed or not passed to an external organisation, please write [email protected].

6. Final ClausesThe contract is subject to the Swiss law. Area of jurisdiction is Kreuzlingen (Switzerland).

Delegate

Title

First Name

Surname

Position

Department

Telephone

Email

Company

Street

Postcode | City

Country

Billing Address

Your PO Number

Your VAT Number

Contact

Company

Street

Postcode | City

Country

Date, Signature

Organiser‘s ContactVereon AG

P.O. Box 2232

8280 Kreuzlingen 1

Switzerland

[email protected]

Fax +41 71 677 8701

VenueHilton Miami Airport Blue Lagoon

5101 Blue Lagoon Drive

Miami, FL 33126, USA

Tel +1 305-262-1000

Fax +1-305-267-0038

www.exchange-summit.com/exa/venue

Register today: www.exchange-summit.com/registration


Agenda Exchange Summit Americas 2018 · Bryan DeGraw, Senior Director, Finance Advisory, The...

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