November 2-4, 2026 | JW Marriott Austin | Austin, TX
November 2-4, 2026 | JW Marriott Austin | Austin, TX
($) Additional Registration Required
In one full day, you will be prepared to earn your certification credentials as an Accredited Payables Manager. Designed for those with AP Manager level titles and above, this course walks you through the best
…In one full day, you will be prepared to earn your certification credentials as an Accredited Payables Specialist or an Accredited P2P Specialist. The content is best suited for those below the Manager level, and
…Consider this your bootcamp for IRS regulations.
With ever-changing federal legislative and regulatory requirements, any organization that is not knowledgeable and prepared to comply with complex regulations could face significant penalty assessments, which could
In one full day, you will be prepared to earn your certification credentials as an Accredited Procure-to-Pay Manager (APPM). Designed specifically for those who have (or aspire to have) supervisory roles within a P2P function
…AI tools are limited only by your imagination, not your budget. Attend this workshop to better understand AI and then put that knowledge to work by building tools that address your most pressing AP challenges.
…($) 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
…
($) Additional Registration Required
Many vendor teams know their processes have gaps that leave them vulnerable to fraud, fines, and inaccurate vendor data but struggle to know where to begin. In this hands-on workshop, you’ll walk step-by-step through five
…In the last decade, Microsoft has seen the introduction of several new tools – not just individual buttons, but entire systems for working. If you haven’t gone on a deep-dive with these features, you’re being
…($) 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 or an Accredited P2P Specialist. The content is best suited for those below the Manager level, and
…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 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 or an Accredited P2P Specialist. The content is best suited for those below the Manager level, and
…
In one full day, you will be prepared to earn your certification credentials as an Accredited Receivable Manager. Designed for those with AR 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 Receivable 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
Let’s be honest. Your proverbial plate is already running over with all you have to do. Even worse, your mind is racing with fresh ideas for improvement and growth. If only there was a solution
…
Sometimes to get more done, you must innovate. In Excel, there are powerful features that can automate so many tasks we take for granted. In this session, we build workbooks that practically run themselves. Explore
…($) 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
…If you’re tired of clicking through your workbook with your mouse, performing long manual processes, this session will change everything for you. Build your skillset of navigational and editing shortcuts for everyday usage; use the
…Start your conference experience off right! Swing by the Knowledge Hub to meet the team behind the event, get your questions answered about the mobile app or anything else on your mind, connect with fellow
…
Start your conference experience off right! Swing by the Knowledge Hub to meet the team behind the event, get your questions answered about the mobile app or anything else on your mind, connect with fellow
…
You’ve arrived. The sessions are ahead. Your notebook is ready, and your mind is open. But what happens after this? How do you take the inspiration, strategies, and tools you’ll collect at IOFM Fall and
…Knowledge Hub Presented by: Bottomline
With Bottomline, you can process invoices faster and more accurately, pay vendors electronically, and boost security.
Steve Olmschenk, Bottomline Senior Solution Consultant, will show you how to use the Bottomline
…
Knowledge Hub Presented by | Strategic Audit Solutions
Stop drowning in manual vendor reconciliation. This pharmaceutical case study reveals how StatementSYNC automated reconciliation delivers what AP teams actually need:
Do you think AI is too aspirational? Too expensive? Or that Excel isn’t a powerful enough tool to manage your organization’s credit needs? Think again.
In just the first half of this practical and tactical
…
Session Presented by | DataServ
Discover how American Senior Communities (ASC), a senior living provider, partnered with DataServ to modernize its invoice processing across 91 locations.
In this presentation, we share how ASC reduced
Session Presented by | Esker
Tired of manual accounts payable (AP) processes contributing to slower reconciliation and payment cycles, limited visibility, and dissatisfied suppliers and staff? So was Vermeer Corporation — that’s why the leading
…
You can have all the software in the world — but if your employees fall for a well-crafted phishing email, your defenses collapse. This practical session focuses on empowering your AP/AR staff to become your
…
Discover how Aflac’s Accounts Payable team leverages a daily 20-minute morning huddle to drive performance, accountability, and team alignment. Since 2018, this structured check-in has become the backbone of the department’s success—covering key topics such
…
Messy, inconsistent data undermines the effectiveness of your analysis. This practical session shows the powerful Excel tools you can use to transform raw data into clean tables. Standardize formats, highlight outliers and inconsistencies, and handle
…Do you know which vendor validations are recommended for your organization? What validations may be unique to your industry? What validations are based on location (Non-US, US, or US State) or type of vendor? We
…Join your peers to discuss your challenges & successes based on the General Topic that most interests you.
Join your peers to discuss your challenges & successes based on the General Topic that most interests you.
Join your peers to discuss your challenges & successes based on the General Topic that most interests you.
Join your peers to discuss your challenges & successes based on the General Topic that most interests you.
Join your peers to discuss your challenges & successes based on the General Topic that most interests you.
Join your peers to discuss your challenges & successes based on the General Topic that most interests you.
Join your peers to discuss your challenges & successes based on the General Topic that most interests you.
Join your peers to discuss your challenges & successes based on the General Topic that most interests you.
Join your peers to discuss your challenges & successes based on the General Topic that most interests you.
Join your peers to discuss your challenges & successes based on the General Topic that most interests you.
Join your peers to discuss your challenges & successes based on the General Topic that most interests you.
Presented by Skalable Technologies
Finance teams are evolving fast — from spreadsheets and shared drives to intelligent, autonomous operations powered by AI. In this session, Sunil Nelabhotla, Founder & CEO of Skalable Technologies, shares how
…
Let’s face it, people do not like change… but their resistance can be overcome. This session will delve into change management and adoption strategies to overcome obstacles like resistance and lack of engagement. We’ll discuss
…
In many organizations, AP leaders face stalled projects when their priorities aren’t aligned with IT’s. This session explores how to build internal bridges—translating AP’s needs into IT-aligned business value and creating partnership instead of pushback.
…
Session Presented by | Oversight
Finance teams don’t lack data—they lack clarity. Fragmented tools and reactive processes have created a maze of missed risks and manual work. But forward-thinking organizations are rewriting the playbook.
In
…
Session Presented by | Basware
Manual mayhem doesn’t scale. With 100,000+ invoices across two ERPs and 90% of intake arriving by email, Zurn Elkay’s AP team faced mounting inefficiencies and tolerance issues. Enter AP automation.
…
In times of financial uncertainty, every dollar—and every delay—matters. Cash application, often seen as a tactical back-office function, suddenly becomes a frontline defense in preserving liquidity and customer trust. The faster you apply payments, the
…
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
…
Documenting vendor processes ensure error avoidance and risk mitigation. Create or update desktop procedures for training and audit purposes. Learn the importance of documentation, what to include, and how to keep procedures current with user-friendly
…Session Presented by: Bedrock
Real world examples and stories from Astellas Pharma on turning recovery into transformation and performance into the P2P Lifecycle.
Learning Objectives
2025 is shaping up to look like 2008 all over again. Jump in our Delorean to revisit lessons learned from the last global economic challenge to learn what worked.
Topics include:
Session Presented by | Bottomline
Business-to-business payments are one of the epicenters of fraud activity in the US, given both the huge volume of transactions and vendor data for bad actors to target. Protecting your
…
In this live, interactive session, Mike Wright will take attendees inside the mind of a hacker — showing how bad actors research, target, and infiltrate finance departments using publicly available information and common business processes.
…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
…Generating and delivering clear, accurate results is core to the financial manager’s responsibility, but creating impactful data visualization can spark real change. This session focuses on the principles of effective data visualization tailored to real-world
…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
…
Knowledge Hub Presented by | Avalara
See how Avalara 1099 & W‑9 helps you collect, validate, and e-file forms with ease. This short demo walks through key features designed to save time, reduce errors, and
…
Session Presented by: oAppsNET
Join us as Darling Ingredients shares their comprehensive journey toward Accounts Payable (AP) automation — from defining current-state challenges to achieving a scalable, future-state operation. The team successfully implemented a centralized
…
Session Presented by | SAP Ariba
In an era where technology and geopolitics are constantly reshaping one another, operational trust and resilience have never been more vital. In this episode, we explore how
…
Ever feel like the messages you’re delivering are just not resonating or getting through to members of your team? Or have you ever left a project meeting feeling frustrated and unheard? You may just
…In this session, we will explore the opportunities that supplier statement reconciliation can deliver. Additionally, we will discuss the automation of the statement reconciliation. We will discuss the business case for implementation of automation as
…
We haven’t had many things to talk about under “what’s new” for several years, but that all changed with the passage of the One Big Beautiful Bill in July. This new law changes
…Spoiler Alert: The way most companies buy AR automation isn't efficient or effective. Learn a proven framework for investing in technology.
Topics include:
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 automation
…
As automation takes over manual tasks, AP roles are evolving into more strategic, analytical functions. This session offers a roadmap for how AP leaders can redesign responsibilities, reskill their teams, and foster a culture of
…Please meet outside the doors of the exhibit hall
With the number or prospective hires dwindling, it's important to look outside of AR for your next hire. Join this session to find out what non-traditional
…Cybercriminals are no longer lone wolves in hoodies — they're using artificial intelligence to automate attacks and scale faster than ever before. In this eye-opening 20-minute session, cybersecurity expert Mike Wright reveals how AI is
…When the IRS opened the IRIS system a few years ago, we knew the FIRE system would be phased out, but we didn’t know when. Now, we know what the IRS’s thoughts on this are
…Knowledge Hub Presented by | AppZen
Experience a live demo of Autonomous AP and AppZen Inbox, and see first-hand how our AI-first solutions are helping AP teams swiftly and accurately process invoices. Starting with your
…
Tariffs are a volatility machine. They are driving unpredictable payment terms, impacting vendor renegotiations, and complicating customer disputes. For AP, this means a minefield of compliance checks and strained supplier relationships. For AR, tariffs bring
…
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
…
Session Presented by | Edenred Pay
Fraudsters aren’t slowing down – are you keeping up?
Every day, cybercriminals target accounts payable departments with increasingly sophisticated schemes, from phony bank account change requests to deepfake-enabled invoice
…Change impacts every part of an organization: people, processes, and systems. In this session, we’ll break down what change management really means and why it’s essential for long-term success. We’ll explore the most common challenges,
…Crisis brings urgency and opportunity. Use this window to make your case for the tools, staff, and strategy you've always needed.
No company would undercut their sales team, especially during a challenging economy. As an
…In 2024, Aflac’s AP team rolled out a new invoice workflow system to improve efficiency and control. This session will cover the implementation process, key lessons learned (both good and bad), planned future enhancements, and
…Publicized real world incidents show us how fraudsters are using deepfake images, videos and voice cloning to perpetrate payment fraud. While technology continues to improve every day, this session reviews current telltale signs of these
…Session Presented by | Discover Dollar
Discover how Gen AI is unlocking the next frontier of finance - turning AP and controllership from reactive cost centers into proactive engines of insight, efficiency, and growth.
Explore in this session how Procurement and Accounts Payable collaboration drives overall business process improvement. Which KPIs should Procure-to-Pay (P2P) focus on together. Who owns which part of the supplier relationship. What does a great
…It's more important now than ever to not over-extend credit to your customers. Learn practical and tactical tips from a panel of leading credit managers.
Topics include:
Join this interactive session where we tackle the most pressing compliance questions of the year as submitted b y IOFM members. Drawing from our “Ask the Expert” platform, this session will address a range of
…It is in your very nature to be meticulous. To plan. To anticipate. You also know that your ability to do your job, have your job really, depends on your organization being able to do
…
Fraudulent emails are a part of the normal life of an Accounts Payable Professionals that handle help desk inquiries and vendor requests for adds or changes to the vendor master file. Fraudsters tactics are always
…Session Presented by | IOFM
Financial operations come with plenty of twists and turns, but IOFM Membership and Certification helps you navigate them with confidence. Join IOFM Training Advisor, Allison Hughes and IOFM Membership &
…
Are you making confirmation calls to your vendors to confirm vendor adds or changes to vendor remittance details? Confirmation calls can be part of a multi-step internal control process to avoid payment fraud, however, payment
…This forward-looking session explores what’s next for finance teams—from disruptive technologies to new leadership models. Perfect for AP leaders ready to expand their view, it connects current realities to future opportunities.
Session Outline:
In today’s dynamic financial environment, tracking the right Key Performance Indicators (KPIs) is essential for any Accounts Payable (AP) department striving for operational excellence. This presentation will dive into the most critical KPIs every AP
…You’ve launched a new system, updated policies, and rolled out training… so why hasn’t performance improved? Because change is not a one-time task—it’s a managed process. This session unpacks the invisible forces that stalled one
…
Fraudsters are getting better at impersonating the Internal Revenue Service (IRS). Every tax season fraudsters impersonate the IRS and target organizations with convincing emails, phone calls, letters, and even fake websites. These scams can
…Based on recent studies by IOFM, there are two major challenges that could hold back the progress of your AR teams.
Performance Improvement – Most AR teams don’t measure their efficiency or effectiveness and
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
…
This session covers the best practices associated with Form W-9. This form is a key compliance mechanism for accounts payable departments, but sometimes there’s mystery about how to use it properly. This session will help
…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 or an Accredited P2P Specialist. The content is best suited for those below the Manager level, and
…In one full day, you will be prepared to earn your certification credentials as an Accredited Receivable Manager. Designed for those with AR 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 Receivable 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
Let’s be honest. Your proverbial plate is already running over with all you have to do. Even worse, your mind is racing with fresh ideas for improvement and growth. If only there was a solution
…Sometimes to get more done, you must innovate. In Excel, there are powerful features that can automate so many tasks we take for granted. In this session, we build workbooks that practically run themselves. Explore
…($) 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
…If you’re tired of clicking through your workbook with your mouse, performing long manual processes, this session will change everything for you. Build your skillset of navigational and editing shortcuts for everyday usage; use the
…Start your conference experience off right! Swing by the Knowledge Hub to meet the team behind the event, get your questions answered about the mobile app or anything else on your mind, connect with fellow
…Start your conference experience off right! Swing by the Knowledge Hub to meet the team behind the event, get your questions answered about the mobile app or anything else on your mind, connect with fellow
…You’ve arrived. The sessions are ahead. Your notebook is ready, and your mind is open. But what happens after this? How do you take the inspiration, strategies, and tools you’ll collect at IOFM Fall and
…Knowledge Hub Presented by: Bottomline
With Bottomline, you can process invoices faster and more accurately, pay vendors electronically, and boost security.
Steve Olmschenk, Bottomline Senior Solution Consultant, will show you how to use the Bottomline
…Knowledge Hub Presented by | Strategic Audit Solutions
Stop drowning in manual vendor reconciliation. This pharmaceutical case study reveals how StatementSYNC automated reconciliation delivers what AP teams actually need:
Do you think AI is too aspirational? Too expensive? Or that Excel isn’t a powerful enough tool to manage your organization’s credit needs? Think again.
In just the first half of this practical and tactical
…Session Presented by | DataServ
Discover how American Senior Communities (ASC), a senior living provider, partnered with DataServ to modernize its invoice processing across 91 locations.
In this presentation, we share how ASC reduced
Session Presented by | Esker
Tired of manual accounts payable (AP) processes contributing to slower reconciliation and payment cycles, limited visibility, and dissatisfied suppliers and staff? So was Vermeer Corporation — that’s why the leading
…You can have all the software in the world — but if your employees fall for a well-crafted phishing email, your defenses collapse. This practical session focuses on empowering your AP/AR staff to become your
…Discover how Aflac’s Accounts Payable team leverages a daily 20-minute morning huddle to drive performance, accountability, and team alignment. Since 2018, this structured check-in has become the backbone of the department’s success—covering key topics such
…Messy, inconsistent data undermines the effectiveness of your analysis. This practical session shows the powerful Excel tools you can use to transform raw data into clean tables. Standardize formats, highlight outliers and inconsistencies, and handle
…Do you know which vendor validations are recommended for your organization? What validations may be unique to your industry? What validations are based on location (Non-US, US, or US State) or type of vendor? We
…Join your peers to discuss your challenges & successes based on the General Topic that most interests you.
Join your peers to discuss your challenges & successes based on the General Topic that most interests you.
Join your peers to discuss your challenges & successes based on the General Topic that most interests you.
Join your peers to discuss your challenges & successes based on the General Topic that most interests you.
Join your peers to discuss your challenges & successes based on the General Topic that most interests you.
Join your peers to discuss your challenges & successes based on the General Topic that most interests you.
Join your peers to discuss your challenges & successes based on the General Topic that most interests you.
Join your peers to discuss your challenges & successes based on the General Topic that most interests you.
Join your peers to discuss your challenges & successes based on the General Topic that most interests you.
Join your peers to discuss your challenges & successes based on the General Topic that most interests you.
Join your peers to discuss your challenges & successes based on the General Topic that most interests you.
Presented by Skalable Technologies
Finance teams are evolving fast — from spreadsheets and shared drives to intelligent, autonomous operations powered by AI. In this session, Sunil Nelabhotla, Founder & CEO of Skalable Technologies, shares how
…Let’s face it, people do not like change… but their resistance can be overcome. This session will delve into change management and adoption strategies to overcome obstacles like resistance and lack of engagement. We’ll discuss
…In many organizations, AP leaders face stalled projects when their priorities aren’t aligned with IT’s. This session explores how to build internal bridges—translating AP’s needs into IT-aligned business value and creating partnership instead of pushback.
…Session Presented by | Oversight
Finance teams don’t lack data—they lack clarity. Fragmented tools and reactive processes have created a maze of missed risks and manual work. But forward-thinking organizations are rewriting the playbook.
In
…Session Presented by | Basware
Manual mayhem doesn’t scale. With 100,000+ invoices across two ERPs and 90% of intake arriving by email, Zurn Elkay’s AP team faced mounting inefficiencies and tolerance issues. Enter AP automation.
…In times of financial uncertainty, every dollar—and every delay—matters. Cash application, often seen as a tactical back-office function, suddenly becomes a frontline defense in preserving liquidity and customer trust. The faster you apply payments, the
…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
…Documenting vendor processes ensure error avoidance and risk mitigation. Create or update desktop procedures for training and audit purposes. Learn the importance of documentation, what to include, and how to keep procedures current with user-friendly
…Session Presented by: Bedrock
Real world examples and stories from Astellas Pharma on turning recovery into transformation and performance into the P2P Lifecycle.
Learning Objectives
2025 is shaping up to look like 2008 all over again. Jump in our Delorean to revisit lessons learned from the last global economic challenge to learn what worked.
Topics include:
Session Presented by | Bottomline
Business-to-business payments are one of the epicenters of fraud activity in the US, given both the huge volume of transactions and vendor data for bad actors to target. Protecting your
…In this live, interactive session, Mike Wright will take attendees inside the mind of a hacker — showing how bad actors research, target, and infiltrate finance departments using publicly available information and common business processes.
…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
…Generating and delivering clear, accurate results is core to the financial manager’s responsibility, but creating impactful data visualization can spark real change. This session focuses on the principles of effective data visualization tailored to real-world
…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
…Knowledge Hub Presented by | Avalara
See how Avalara 1099 & W‑9 helps you collect, validate, and e-file forms with ease. This short demo walks through key features designed to save time, reduce errors, and
…Session Presented by: oAppsNET
Join us as Darling Ingredients shares their comprehensive journey toward Accounts Payable (AP) automation — from defining current-state challenges to achieving a scalable, future-state operation. The team successfully implemented a centralized
…Session Presented by | SAP Ariba
In an era where technology and geopolitics are constantly reshaping one another, operational trust and resilience have never been more vital. In this episode, we explore how
…Ever feel like the messages you’re delivering are just not resonating or getting through to members of your team? Or have you ever left a project meeting feeling frustrated and unheard? You may just
…In this session, we will explore the opportunities that supplier statement reconciliation can deliver. Additionally, we will discuss the automation of the statement reconciliation. We will discuss the business case for implementation of automation as
…We haven’t had many things to talk about under “what’s new” for several years, but that all changed with the passage of the One Big Beautiful Bill in July. This new law changes
…Spoiler Alert: The way most companies buy AR automation isn't efficient or effective. Learn a proven framework for investing in technology.
Topics include:
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 automation
…As automation takes over manual tasks, AP roles are evolving into more strategic, analytical functions. This session offers a roadmap for how AP leaders can redesign responsibilities, reskill their teams, and foster a culture of
…Please meet outside the doors of the exhibit hall
With the number or prospective hires dwindling, it's important to look outside of AR for your next hire. Join this session to find out what non-traditional
…Cybercriminals are no longer lone wolves in hoodies — they're using artificial intelligence to automate attacks and scale faster than ever before. In this eye-opening 20-minute session, cybersecurity expert Mike Wright reveals how AI is
…When the IRS opened the IRIS system a few years ago, we knew the FIRE system would be phased out, but we didn’t know when. Now, we know what the IRS’s thoughts on this are
…Knowledge Hub Presented by | AppZen
Experience a live demo of Autonomous AP and AppZen Inbox, and see first-hand how our AI-first solutions are helping AP teams swiftly and accurately process invoices. Starting with your
…Tariffs are a volatility machine. They are driving unpredictable payment terms, impacting vendor renegotiations, and complicating customer disputes. For AP, this means a minefield of compliance checks and strained supplier relationships. For AR, tariffs bring
…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
…Session Presented by | Edenred Pay
Fraudsters aren’t slowing down – are you keeping up?
Every day, cybercriminals target accounts payable departments with increasingly sophisticated schemes, from phony bank account change requests to deepfake-enabled invoice
…Change impacts every part of an organization: people, processes, and systems. In this session, we’ll break down what change management really means and why it’s essential for long-term success. We’ll explore the most common challenges,
…Crisis brings urgency and opportunity. Use this window to make your case for the tools, staff, and strategy you've always needed.
No company would undercut their sales team, especially during a challenging economy. As an
…In 2024, Aflac’s AP team rolled out a new invoice workflow system to improve efficiency and control. This session will cover the implementation process, key lessons learned (both good and bad), planned future enhancements, and
…Publicized real world incidents show us how fraudsters are using deepfake images, videos and voice cloning to perpetrate payment fraud. While technology continues to improve every day, this session reviews current telltale signs of these
…Session Presented by | Discover Dollar
Discover how Gen AI is unlocking the next frontier of finance - turning AP and controllership from reactive cost centers into proactive engines of insight, efficiency, and growth.
Explore in this session how Procurement and Accounts Payable collaboration drives overall business process improvement. Which KPIs should Procure-to-Pay (P2P) focus on together. Who owns which part of the supplier relationship. What does a great
…It's more important now than ever to not over-extend credit to your customers. Learn practical and tactical tips from a panel of leading credit managers.
Topics include:
Join this interactive session where we tackle the most pressing compliance questions of the year as submitted b y IOFM members. Drawing from our “Ask the Expert” platform, this session will address a range of
…It is in your very nature to be meticulous. To plan. To anticipate. You also know that your ability to do your job, have your job really, depends on your organization being able to do
…Fraudulent emails are a part of the normal life of an Accounts Payable Professionals that handle help desk inquiries and vendor requests for adds or changes to the vendor master file. Fraudsters tactics are always
…Session Presented by | IOFM
Financial operations come with plenty of twists and turns, but IOFM Membership and Certification helps you navigate them with confidence. Join IOFM Training Advisor, Allison Hughes and IOFM Membership &
…Are you making confirmation calls to your vendors to confirm vendor adds or changes to vendor remittance details? Confirmation calls can be part of a multi-step internal control process to avoid payment fraud, however, payment
…This forward-looking session explores what’s next for finance teams—from disruptive technologies to new leadership models. Perfect for AP leaders ready to expand their view, it connects current realities to future opportunities.
Session Outline:
In today’s dynamic financial environment, tracking the right Key Performance Indicators (KPIs) is essential for any Accounts Payable (AP) department striving for operational excellence. This presentation will dive into the most critical KPIs every AP
…You’ve launched a new system, updated policies, and rolled out training… so why hasn’t performance improved? Because change is not a one-time task—it’s a managed process. This session unpacks the invisible forces that stalled one
…Fraudsters are getting better at impersonating the Internal Revenue Service (IRS). Every tax season fraudsters impersonate the IRS and target organizations with convincing emails, phone calls, letters, and even fake websites. These scams can
…Based on recent studies by IOFM, there are two major challenges that could hold back the progress of your AR teams.
Performance Improvement – Most AR teams don’t measure their efficiency or effectiveness and
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
…This session covers the best practices associated with Form W-9. This form is a key compliance mechanism for accounts payable departments, but sometimes there’s mystery about how to use it properly. This session will help
…Contact our dedicated Conference Advisors for assistance today!