APP2P Conference Brochure

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The connections that advance your career. The training that propels you forward. Nicole Caley Director of Accounts Payable ACE HARDWARE Tony Sayer Vice President, Assistant Corporate Controller Shared Services PARKER HANNIFIN CORP Erika Erjavec Manager of Accounts Payable PROGRESSIVE INSURANCE Katrina Lomax Global Procurement Operations Program Manager, Global Business Services NETAPP Register by June 30th for the lowest rate! www.iofm.com/conference-fall 207-842-5557 [email protected] Featured Speakers: GOLD SPONSORS: TITLE SPONSOR: SILVER SPONSORS: Register by June 30, 2016 and SAVE $400

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Transcript of APP2P Conference Brochure

Page 1: APP2P Conference Brochure

The connections that advance your career. The training that propels you forward.

Nicole Caley Director of

Accounts Payable ACE HARDWARE

Tony SayerVice President, Assistant Corporate

Controller Shared ServicesPARKER HANNIFIN CORP

Erika Erjavec Manager of

Accounts Payable PROGRESSIVE INSURANCE

Katrina Lomax Global Procurement Operations

Program Manager, Global Business Services

NETAPP

Register by June 30th for the lowest rate!

www.iofm.com/conference-fall

207-842-5557

[email protected]

Featured Speakers:

GOLD SPONSORS:

TITLE SPONSOR:

SILVER SPONSORS:

Register by June 30, 2016 and SAVE $400

Page 2: APP2P Conference Brochure

Workshops & CertificationsCustomize your conference experience. Dive deep into the topics that matter to you.

AP CERTIFICATION Monday, October 24 or Thursday, October 27 8am - 4pmEarning APM or APS certified 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.

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For more information about AP & P2P Certifications, visit www.iofm.com/conference-fall.

P2P CERTIFICATION Thursday, October 27 8am - 4pm

Whether 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.

CERTIFICATION Join the best and brightest in AP & P2P by earning the credentials that advance your career.

Nervous about test-taking? Don’t sweat it! All of IOFM’s certification programs offer you ample time and resources to prepare. In addition to a full day of training, you’ll have online access to the program study guide, a training video, and up to three attempts to pass your exam.

Pre-Conference Full Day Programs: Monday, October 24 8am - 4pm• Accounts Payable Certification Training Pam Miller, Senior Trainer, IOFM

• P2P Automation Masters Facilitated by Henry Ijams, Managing Director, Paystream Advisors, Inc.

• Leading Strategies for Today’s Controller Facilitated by Chris Doxey, Senior Trainer, IOFM

• AP & P2P Women’s Summit: Career Advancement and Personal Empowerment for Women in Finance Facilitated by Judy Bicking, Senior Trainer, IOFM

Pre-Conference Half Day Programs: Monday, October 249am - 12pm • Form 1099 Bootcamp Marianne Couch, J.D., Principal, Cokala Tax Information Reporting Solutions, LLC

• Fundamentals of AP Project Management Steve Iannarone, Senior Manager, Global Shared Services, Arthur J. Gallagher & Co.

1pm - 4pm:• How to Use Metrics, Surveys and Benchmarking to Enhance and Manage your Operations Rob Rogers, Director of Editorial & Certification Content, IOFM

• Designing and Implementing a P2P Shared Services Model

Trey Robinson, Partner, ScottMadden, Inc.

“ I passed the APM certification and

thought the review was excellent!”

- Alan Van Zandt, Fidelity

Post-Conference Full Day Programs: Thursday, October 278am - 4pm • Accounts Payable Certification Training Pam Miller, Senior Trainer, IOFM

• Certified Professional Controller Training Chris Doxey, Senior Trainer, IOFM

• Procure-to-Pay Certification Training Judy Bicking, Senior Trainer, IOFM

• IRS Regulation Bootcamp Marianne Couch, J.D., Principal, Cokala Tax Information Reporting Solutions, LLC.

Mary Kallewaard, Principal, Cokala Tax Information Reporting Solutions, LLC.

Post-Conference Half Day Programs: Thursday, October 279am - 12pm• Sales & Use Tax Bootcamp Diane Yetter, President, YETTER

• Escheatment and Management: Don’t Lose Sleep Over Unclaimed Property Law Compliance

Karen L.Anderson, J.D., Vice President, Reporting Compliance, Keane

1pm - 4pm:• How to Use Metrics, Surveys, and Benchmarking to Enhance and Manage your Operations Rob Rogers, Director of Editorial & Certification Content, IOFM

For full course descriptions, visit www.iofm.com/conference-fall

Page 3: APP2P Conference Brochure

Conference SessionsTwo days. 70+ sessions. The training, innovation and insights you need to excel in AP & P2P.

8 Conference Tracks cover everything you need to know and more for 2016:

� AP Fundamentals & Best Practices

� Compliance

� P2P Automation Masters

� Leadership, Process Improvement, & Metrics

� AP & P2P Automation I

� AP & P2P Automation II

� Shared Services & GBS

� Leading Strategies for Today’s Controller

Presented by AP and P2P all-stars from leading organizations, including:

Ace Hardware | Arthur J. Gallagher & Co.

| Cincinnati Children’s Hospital Medical

Center | Columbia University | CVS Health |

Follett | McGraw-Hill Education | International

| NetApp | NYU Medical Center | Parker

Hannifin Corp. | Progressive Insurance | Rio

Tinto | Southwest Airlines | VSP |

World Duty Free Group

Connect with practitioners from across North America who face the same challenges at one of the following roundtables:

Colleges & Universities

Compliance

Healthcare

Internal Controls

Oracle ERP

Department Size (1-5, 6-11, or 12+ AP employees)

Procure-to-Pay

SAP ERP

Shared Services

• Measure to Manage: How to Use Metrics to Become Best-in-Class

• Latest 1099 and 1042-S Developments

• P-Card, Virtual Accounts, and Discounts - Balancing Opportunities in ePayments

• Vendor Master File Best Practices

• Building a Consolidated Global Purchasing Infrastructure From the Ground Up

• Best-in-Class: Taking Your Automation to the Next Level

• Accounts Payable in a SAP Environment

• Best Practices in Cross Border Payments

• Developing P2P KPIs – What to Measure and How to Measure it

• How Controllers Can Partner with Internal Audit: Strategies for Success

• Improving Your Supply Chain Process

• Building a High-Performance Team

• How to Raise the Profile of AP Internally

• Best Practices in Remote Operations Management

• Becoming a Best-in-Class Shared Services Organization

• What AP Needs to Know About Sales & Use Tax

• The Keys to a Successful Global Working Capital Strategy

• Building an Effective Automation Business Case

• Retention Strategies for Finance Leadership

• Procurement & AP: Making the Relationship Work

• Surviving, and Thriving, in a Paper-Based Environment

• Creating a Culture of Excellence

• What You Need to Know Now About the Changes to the Uniform Unclaimed Property Act

• Processes, Policy and Forms for Standardizing Procurement and Accounts Payable

• Getting Your Suppliers to do Business Electronically

• Navigating the Unique AP & P2P Challenges in Healthcare

• From RFP to Implementation: A Step-by-Step Guide to Automation

• Moving from Shared Services to Global Business Services – What Does World-class Look Like?

• Getting the Best from your BPO

• Financial Supply Chain Secrets

• Making AP “Free”

“There were more than enough topics to find a session relevant to me. Networking with others to learn how

they are improving AP processes was very beneficial.”– Vonda Leftridge, Booz Allen Hamilton

Session topics include:

Tons of Fun• Fun freebies and giveaways for

all (and something special just for members!)

• Complimentary drinks & refreshments at Margaritaville during during a special attendees-only party on Tuesday night

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VENUE Caesars PalaceExclusive attendee rate: $208/night while room allotment lasts. Book early for best availability.From the moment you walk through the doors of Caesars Palace, you’ll understand why this iconic Las Vegas luxury hotel sets the standard for opulent details, impeccable service and lavish Las Vegas accommodations. Special touches make the difference between an ordinary visit to Vegas and a spectacular experience.

Much more! Education is important… but it’s only the beginning. The AP & P2P Conference & Expo offers opportunities you just can’t get from behind your desk, including:

Connections

PRICING SUPER SAVER RATEby 6/30/2016

EARLY BIRD RATEby 8/19/2016

STANDARD RATEafter 8/19/2016

CONFERENCE PASS (includes conference sessions October 24 & 25 and receptions on October 23 & 24)

AP & P2P Network Members $995 (SAVE $400!) $1,195 $1,395

Non-Members $1,295 (SAVE $400!) $1,495 $1,695

VALUE PASS: Conference PLUS any Full Day Pre- or Post-Conference Workshop or Certification Program

AP & P2P Network Members $1,595 (SAVE $495!) $1,795 $2,090

Non-Members $1,895 (SAVE $495!) $2,095 $2,390

WORKSHOPS Full or Half Day Date Time Price

Accounts Payable Certification Full Oct. 24 & 27 8:00am – 4:00pm $795

Procure-to-Pay Certification Full Oct. 27 8:00am – 4:00pm $795

Certified Professional Controller Certification Full Oct. 27 8:00am – 4:00pm $795

P2P Automation Masters Full Oct. 24 8:00am – 4:00pm $795

Leading Strategies for Today’s Controller Full Oct. 24 8:00am – 4:00pm $795

AP & P2P Women’s Summit: Career Advancement and Personal Empowerment for Women in Finance

Full Oct. 24 8:00am – 4:00pm $795

IRS Regulation Bootcamp Full Oct. 27 8:00am – 4:00pm $795

Form 1099 Bootcamp Half Oct. 24 9:00am – 12:00pm $395

Fundamentals of AP Project Management Half Oct. 24 9:00am – 12:00pm $395

Designing and Implementing a P2P Shared Services Model

Half Oct. 24 1:00pm – 4:00pm $395

How to Use Metrics, Surveys and Benchmarking to Enhance and Manage your Operations

Half Oct. 24 & 27 1:00pm – 4:00pm $395

Sales & Use Tax Bootcamp Half Oct. 27 9:00am – 12:00pm $395

Escheatment and Management: Don’t Lose Sleep over Unclaimed Property Law Compliance

Half Oct. 27 9:00am – 12:00pm $395

Membership to the AP & P2P Network saves you $300 on your conference registration. 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 home and have had time to digest, it’s time to hit up www.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 + AP & P2P Conference & Expo = the perfect match.

Become a member when you register for the conference and get instant savings!

YES! Register me for the AP & P2P Conference & Expo.✓

Produced byRegister by June 30 to save $400!

• Nightly networking receptions with exciting activities (get a free professional headshot!) and prizes

• Peer-to-Peer Roundtables organized by industry, company size, ERP system and more

• Talk to some of the leading innovators in AP & P2P technology and learn about their services

www.iofm.com/conference-fall 207-842-5557 [email protected]