November 2-4, 2026 | JW Marriott Austin | Austin, TX
November 2-4, 2026 | JW Marriott Austin | Austin, TX
($) Additional Registration Required
In one full day, you will be prepared to earn your certification credentials as an Accredited Payables Manager. Designed for those with AP Manager level titles and above, this course walks you through the best
…
In one full day, you will be prepared to earn your certification credentials as an Accredited Payables Specialist. The content is best suited for those below the Manager level, and is built around peer-tested best
…
Consider this your bootcamp for IRS regulations.
With ever-changing federal legislative and regulatory requirements, any organization that is not knowledgeable and prepared to comply with complex regulations could face significant penalty assessments, which could
In one full day, you will be prepared to earn your certification credentials as an Accredited Procure-to-Pay Manager (APPM). Designed specifically for those who have (or aspire to have) supervisory roles within a P2P function
…
AI tools are limited only by your imagination, not your budget. Attend this workshop to better understand AI and then put that knowledge to work by building tools that address your most pressing AP challenges.
…
($) Additional Registration Required
The Authentication.Validation.ManagementTM is a 3-Step process for vendor setup and maintenance can help reduce the potential for fraud, regulatory fines, and bad vendor data. Learn 5 Authentication Techniques, 28 Validation Resources, 29 Internal Controls and
…
The situations FP&A professionals face every day require a refined skill set in Microsoft Excel. You need to model various scenarios and build dashboards that look good and work effectively. In this session, we’ll build
…
($) Additional Registration Required
Many vendor teams know their processes have gaps that leave them vulnerable to fraud, fines, and inaccurate vendor data but struggle to know where to begin. In this hands-on workshop, you’ll walk step-by-step through five
…In the last decade, Microsoft has seen the introduction of several new tools – not just individual buttons, but entire systems for working. If you haven’t gone on a deep-dive with these features, you’re being
…
In 2026, Accounts Payable sits at the center of a rapidly escalating fraud battle where artificial intelligence is being used on both sides. Fraudsters are leveraging AI to launch more convincing, scalable, and targeted attacks,
…
Knowledge Hub Presented by: Bottomline
Every AP leader claims to be "strategic," but few can prove it. This session pushes past efficiency metrics to ask a harder question: is AP shaping how your organization manages cash?
We'll dig into whether
…
ERP implementations are usually run by IT and consultants who understand the system, not the daily reality of AP. This session covers what AP leaders need to fight for at the table: data mapping decisions
…While it is true that fraudsters target Accounts Payable and Vendor teams because they know who controls remittance details for payments and who processes invoices that trigger those payments, it is also true that vendor
…Today's Accounts Payable leaders do far more than process invoices—they influence business outcomes, drive operational excellence, and build strong cross-functional partnerships. Effective leadership requires the ability to communicate with clarity, think strategically, and negotiate solutions
…Most AP directors know where their operational pain points are, but few have a structured framework for evaluating their function holistically. This session gives you a diagnostic tool you can take back to your organization
…
Connect with professionals across industries and organizations who are navigating the complexities of Oracle. This roundtable is designed for anyone struggling with Oracle—whether you’re in the services, retail, healthcare, government, or private sector—and looking to
…Join fellow AP professionals from banking, fintech, financial services, and technology companies to explore industry-specific payment challenges and innovations. Discuss managing high transaction volumes, meeting stringent compliance requirements, leveraging emerging payment technologies, and balancing speed
…Connect with AP professionals from colleges, universities, K-12 districts, and educational institutions to discuss the unique challenges of your sector. Share insights on managing complex funding sources, navigating procurement regulations, handling high-volume low-dollar transactions, and
…
Network with AP peers managing the complexities of supply chain-dependent industries. Explore topics like seasonal payment fluctuations, managing diverse vendor bases, inventory-related invoice challenges, and maintaining cash flow during peak and off-peak cycles.
Discussion
…Connect with AP professionals from healthcare systems, hospitals, hospitality operations, government agencies, and other specialized sectors. Discuss the distinct challenges of your industries, from regulatory compliance and audit requirements to managing multiple entity structures and
…Financial operations come with plenty of twists and turns, but IOFM Membership and Certification helps you navigate them with confidence. Join IOFM Training Advisor, Lindsay Edmonds and IOFM Membership & Certification Manager, Rachel Garrity to
…
The IRS has given us revised versions of 1099-NEC and 1099-MISC for 2026. The revisions contain new boxes for reporting of tips and overtime. These items relate to the One Big Beautiful Bill (OBBBA), which
…Most CFOs still treat accounts payable as a cost center to be minimized, not a strategic lever to be maximized. Courtney Cote has built her career proving otherwise—transforming AP from a back-office function into a
…AI is rapidly improving its skills to build and update spreadsheets, and these skills can improve your time spent, errors, and clarity in common reports.
In this session, you’ll see the state-of-the-art capabilities across tools
…Operational breakdowns in AP don't just create rework — they erode credibility with the CFO, damage supplier relationships, and undermine every strategic initiative you try to launch. Learn how to lead conversations about working capital,
…
Accounts payable leaders are under constant pressure to do more with less, keep processes running smoothly, and stay ahead of fast-evolving technology trends. It’s a lot to balance, and finding the right solutions can
…
Discover the essential strategies for mastering every stage of a successful Travel & Expense (T&E) implementation. Gain insights into selecting the ideal T&E provider for your organization, crafting a seamless implementation plan, and building a
…Fraud is hitting AP teams harder than ever, and if there’s one thing we’ve learned from your past sessions, it’s that attendees want to talk about their frauds. This new, highly interactive bootcamp gives you
…Financial close processes are slowed down by manual cleanup, fragile lookups, and hidden errors – and Excel has the tools to fix all of these when you leverage them properly.
In this session, you’ll see
…A forward-looking conversation about AP's shift from transaction processor to business partner. Peers discuss owning working capital strategy, supplier relationships, and spend intelligence; the metrics that earn executive attention; and how to reposition the team's
…
If you can’t articulate AP’s impact in CFO-level language, you’ll remain a cost center. AP controls the timing and terms of a company’s largest cash outflows — yet it has historically been excluded from enterprise-level
…Are you ready to bring the power of artificial intelligence into your accounts payable or accounts receivable operations? Then this interactive panel discussion is for you.
Our panel of industry experts will share
…Enough with the big-picture AI conference sessions. We'll skip the philosophy and get straight into the mechanics: which AP tasks are ready for AI today, what deployment actually looks like, and how to get a
…The Accounts Payable (AP) function has moved to the frontline of enterprise risk. As generative and agentic AI tools lower the barrier to entry for cybercriminals, traditional internal controls are being bypassed by highly sophisticated,
…There's a consensus that AI will fundamentally change how AP professionals do what they do. But how? This session cuts through the hype to ask what's actually happening on the ground. Where has automation genuinely
…
A grounded, hype-free session on where AI is actually working in AP today: invoice capture, coding suggestions, exception handling, duplicate detection, and supplier inquiry response. Peers compare pilots that scaled against those that stalled, plus
…Most AP directors can’t confidently say yes. The most sophisticated processes, controls, and technologies are only as strong as the people who operate them — and AP faces a talent crisis. Knowledge is often concentrated
…
As an accounts payable leader, managing supplier payments effectively has never been more critical – or more challenging. From streamlining supplier enrollment and optimizing your payment mix to completing the last mile of payment
…IOFM will host a Party for all on Tuesday night. Join us for an evening of food & beverages, live music & activities.
Most careers in AP don't start with a five-year plan, they start with an entry-level role, a stack of invoices, and no real sense of where it might lead.
This panel follows leaders who took
…
Knowledge Hub Presented by: Bottomline
In addition to providing an overview of the legislative intent of Chapters 3 and 4 (FATCA) of the Internal Revenue Code, this session will address the responsibilities required for withholding agents and the attendant risks.
…
Join back-to-back sessions into two key AP leadership topics:
Modernizing Payments in AP: Strategies to Reduce Risk, Cost, and Complexity
With Kristena Bravo & Coleen Schwyzer
Technology decisions are among the most expensive and
…
A single fraud incident or recurring audit finding can cost thousands and destroy the credibility you’ve built. AP directors who own the risk narrative — who can present a comprehensive AP risk report to the
…Career growth in AP isn't about doing more work, it's about turning the right work into visible business impact.
This session offers a practical playbook for accelerating your AP career using the "career acceleration flywheel":
…
The IRS is overhauling how organizations report non-employee compensation and other payments, and the impact on Accounts Payable will be profound. A different threshold will mean a change in 1099 form process, while the retirement
…
Financial operations come with plenty of twists and turns, but IOFM Membership and Certification helps you navigate them with confidence. Join IOFM Training Advisor & IOFM Membership & Certification Manager to learn how IOFM Membership
…Workload imbalance is a common and ongoing challenge in AP. This session would focus on practical ways to identify gaps, create more equitable distribution of
Work and improve team efficiency and engagement.
Leadership readiness is built before the title ever changes.
This session gives AP professionals a practical framework for making the move from top individual contributor to trusted people leader, covering how to assess your own
…RPA mimicked human clicks on broken processes. The next generation is fundamentally different: LLMs that interpret unstructured invoices, ML models that predict coding accuracy and flag anomalies before they post, and autonomous agents that handle
…Everything is bigger in Texas—including the opportunities hidden within your unclaimed property program. Join us in Austin for an engaging session that explores how organizations can transform unclaimed property from a compliance obligation into a
…To comply with U.S. information return and withholding compliance, payors and withholding agents must identify key information regarding payees, including whether the payee is U.S. or foreign, a natural person or an entity, and if
…This session will cover everything that has changed so far in the world of information reporting. From the W-9 to changes to the 1099-NEC and 1099-MISC to account for tips and overtime, we’ll cover it
…Success in AP takes more than working hard, it requires intention, strategy, and self-advocacy. In this empowering panel, accomplished leaders will share how they took ownership of their careers, navigated setbacks, and built lasting influence
…
Conferences are only valuable if insights convert to action. This closing session will bring this track full-circle by prioritizing action steps you should consider when you return to the office.
Attend this session to:
($) Additional Registration Required
In one full day, you will be prepared to earn your certification credentials as an Accredited Payables Manager. Designed for those with AP Manager level titles and above, this course walks you through the best
…In one full day, you will be prepared to earn your certification credentials as an Accredited Payables Specialist. The content is best suited for those below the Manager level, and is built around peer-tested best
…Consider this your bootcamp for IRS regulations.
With ever-changing federal legislative and regulatory requirements, any organization that is not knowledgeable and prepared to comply with complex regulations could face significant penalty assessments, which could
In one full day, you will be prepared to earn your certification credentials as an Accredited Procure-to-Pay Manager (APPM). Designed specifically for those who have (or aspire to have) supervisory roles within a P2P function
…AI tools are limited only by your imagination, not your budget. Attend this workshop to better understand AI and then put that knowledge to work by building tools that address your most pressing AP challenges.
…($) Additional Registration Required
The Authentication.Validation.ManagementTM is a 3-Step process for vendor setup and maintenance can help reduce the potential for fraud, regulatory fines, and bad vendor data. Learn 5 Authentication Techniques, 28 Validation Resources, 29 Internal Controls and
…The situations FP&A professionals face every day require a refined skill set in Microsoft Excel. You need to model various scenarios and build dashboards that look good and work effectively. In this session, we’ll build
…($) Additional Registration Required
Many vendor teams know their processes have gaps that leave them vulnerable to fraud, fines, and inaccurate vendor data but struggle to know where to begin. In this hands-on workshop, you’ll walk step-by-step through five
…In the last decade, Microsoft has seen the introduction of several new tools – not just individual buttons, but entire systems for working. If you haven’t gone on a deep-dive with these features, you’re being
…In 2026, Accounts Payable sits at the center of a rapidly escalating fraud battle where artificial intelligence is being used on both sides. Fraudsters are leveraging AI to launch more convincing, scalable, and targeted attacks,
…Knowledge Hub Presented by: Bottomline
Every AP leader claims to be "strategic," but few can prove it. This session pushes past efficiency metrics to ask a harder question: is AP shaping how your organization manages cash?
We'll dig into whether
…ERP implementations are usually run by IT and consultants who understand the system, not the daily reality of AP. This session covers what AP leaders need to fight for at the table: data mapping decisions
…While it is true that fraudsters target Accounts Payable and Vendor teams because they know who controls remittance details for payments and who processes invoices that trigger those payments, it is also true that vendor
…Today's Accounts Payable leaders do far more than process invoices—they influence business outcomes, drive operational excellence, and build strong cross-functional partnerships. Effective leadership requires the ability to communicate with clarity, think strategically, and negotiate solutions
…Most AP directors know where their operational pain points are, but few have a structured framework for evaluating their function holistically. This session gives you a diagnostic tool you can take back to your organization
…Connect with professionals across industries and organizations who are navigating the complexities of Oracle. This roundtable is designed for anyone struggling with Oracle—whether you’re in the services, retail, healthcare, government, or private sector—and looking to
…Join fellow AP professionals from banking, fintech, financial services, and technology companies to explore industry-specific payment challenges and innovations. Discuss managing high transaction volumes, meeting stringent compliance requirements, leveraging emerging payment technologies, and balancing speed
…Connect with AP professionals from colleges, universities, K-12 districts, and educational institutions to discuss the unique challenges of your sector. Share insights on managing complex funding sources, navigating procurement regulations, handling high-volume low-dollar transactions, and
…Network with AP peers managing the complexities of supply chain-dependent industries. Explore topics like seasonal payment fluctuations, managing diverse vendor bases, inventory-related invoice challenges, and maintaining cash flow during peak and off-peak cycles.
Discussion
…Connect with AP professionals from healthcare systems, hospitals, hospitality operations, government agencies, and other specialized sectors. Discuss the distinct challenges of your industries, from regulatory compliance and audit requirements to managing multiple entity structures and
…Financial operations come with plenty of twists and turns, but IOFM Membership and Certification helps you navigate them with confidence. Join IOFM Training Advisor, Lindsay Edmonds and IOFM Membership & Certification Manager, Rachel Garrity to
…The IRS has given us revised versions of 1099-NEC and 1099-MISC for 2026. The revisions contain new boxes for reporting of tips and overtime. These items relate to the One Big Beautiful Bill (OBBBA), which
…Most CFOs still treat accounts payable as a cost center to be minimized, not a strategic lever to be maximized. Courtney Cote has built her career proving otherwise—transforming AP from a back-office function into a
…AI is rapidly improving its skills to build and update spreadsheets, and these skills can improve your time spent, errors, and clarity in common reports.
In this session, you’ll see the state-of-the-art capabilities across tools
…Operational breakdowns in AP don't just create rework — they erode credibility with the CFO, damage supplier relationships, and undermine every strategic initiative you try to launch. Learn how to lead conversations about working capital,
…Accounts payable leaders are under constant pressure to do more with less, keep processes running smoothly, and stay ahead of fast-evolving technology trends. It’s a lot to balance, and finding the right solutions can
…Discover the essential strategies for mastering every stage of a successful Travel & Expense (T&E) implementation. Gain insights into selecting the ideal T&E provider for your organization, crafting a seamless implementation plan, and building a
…Fraud is hitting AP teams harder than ever, and if there’s one thing we’ve learned from your past sessions, it’s that attendees want to talk about their frauds. This new, highly interactive bootcamp gives you
…Financial close processes are slowed down by manual cleanup, fragile lookups, and hidden errors – and Excel has the tools to fix all of these when you leverage them properly.
In this session, you’ll see
…A forward-looking conversation about AP's shift from transaction processor to business partner. Peers discuss owning working capital strategy, supplier relationships, and spend intelligence; the metrics that earn executive attention; and how to reposition the team's
…If you can’t articulate AP’s impact in CFO-level language, you’ll remain a cost center. AP controls the timing and terms of a company’s largest cash outflows — yet it has historically been excluded from enterprise-level
…Are you ready to bring the power of artificial intelligence into your accounts payable or accounts receivable operations? Then this interactive panel discussion is for you.
Our panel of industry experts will share
…Enough with the big-picture AI conference sessions. We'll skip the philosophy and get straight into the mechanics: which AP tasks are ready for AI today, what deployment actually looks like, and how to get a
…The Accounts Payable (AP) function has moved to the frontline of enterprise risk. As generative and agentic AI tools lower the barrier to entry for cybercriminals, traditional internal controls are being bypassed by highly sophisticated,
…There's a consensus that AI will fundamentally change how AP professionals do what they do. But how? This session cuts through the hype to ask what's actually happening on the ground. Where has automation genuinely
…A grounded, hype-free session on where AI is actually working in AP today: invoice capture, coding suggestions, exception handling, duplicate detection, and supplier inquiry response. Peers compare pilots that scaled against those that stalled, plus
…Most AP directors can’t confidently say yes. The most sophisticated processes, controls, and technologies are only as strong as the people who operate them — and AP faces a talent crisis. Knowledge is often concentrated
…As an accounts payable leader, managing supplier payments effectively has never been more critical – or more challenging. From streamlining supplier enrollment and optimizing your payment mix to completing the last mile of payment
…IOFM will host a Party for all on Tuesday night. Join us for an evening of food & beverages, live music & activities.
Most careers in AP don't start with a five-year plan, they start with an entry-level role, a stack of invoices, and no real sense of where it might lead.
This panel follows leaders who took
…Knowledge Hub Presented by: Bottomline
In addition to providing an overview of the legislative intent of Chapters 3 and 4 (FATCA) of the Internal Revenue Code, this session will address the responsibilities required for withholding agents and the attendant risks.
…Join back-to-back sessions into two key AP leadership topics:
Modernizing Payments in AP: Strategies to Reduce Risk, Cost, and Complexity
With Kristena Bravo & Coleen Schwyzer
Technology decisions are among the most expensive and
…A single fraud incident or recurring audit finding can cost thousands and destroy the credibility you’ve built. AP directors who own the risk narrative — who can present a comprehensive AP risk report to the
…Career growth in AP isn't about doing more work, it's about turning the right work into visible business impact.
This session offers a practical playbook for accelerating your AP career using the "career acceleration flywheel":
…The IRS is overhauling how organizations report non-employee compensation and other payments, and the impact on Accounts Payable will be profound. A different threshold will mean a change in 1099 form process, while the retirement
…Financial operations come with plenty of twists and turns, but IOFM Membership and Certification helps you navigate them with confidence. Join IOFM Training Advisor & IOFM Membership & Certification Manager to learn how IOFM Membership
…Workload imbalance is a common and ongoing challenge in AP. This session would focus on practical ways to identify gaps, create more equitable distribution of
Work and improve team efficiency and engagement.
Leadership readiness is built before the title ever changes.
This session gives AP professionals a practical framework for making the move from top individual contributor to trusted people leader, covering how to assess your own
…RPA mimicked human clicks on broken processes. The next generation is fundamentally different: LLMs that interpret unstructured invoices, ML models that predict coding accuracy and flag anomalies before they post, and autonomous agents that handle
…Everything is bigger in Texas—including the opportunities hidden within your unclaimed property program. Join us in Austin for an engaging session that explores how organizations can transform unclaimed property from a compliance obligation into a
…To comply with U.S. information return and withholding compliance, payors and withholding agents must identify key information regarding payees, including whether the payee is U.S. or foreign, a natural person or an entity, and if
…This session will cover everything that has changed so far in the world of information reporting. From the W-9 to changes to the 1099-NEC and 1099-MISC to account for tips and overtime, we’ll cover it
…Success in AP takes more than working hard, it requires intention, strategy, and self-advocacy. In this empowering panel, accomplished leaders will share how they took ownership of their careers, navigated setbacks, and built lasting influence
…Conferences are only valuable if insights convert to action. This closing session will bring this track full-circle by prioritizing action steps you should consider when you return to the office.
Attend this session to:
Contact our dedicated Conference Advisors for assistance today!