October 15-17, 2019 | Westin Kierland Resort | Scottsdale/Phoenix, AZ

Fall Workshops

Full Day Workshops


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 also be subject to public disclosure. Read more…

Building An Action Plan to Improve Your AP Performance

Every AP practice can become more efficient and effective, but do you know:

• Where you can make the biggest impact?
• How much of an improvement is realistic?

This full-day session will help you address those questions by leveraging time-tested best practices used by AP Departments to become – and stay – world class. Read more…

Half-Day Workshops

How Secure is your AP Data?

Strategies For Protecting Your Organization’s Data From Cyber Hackers Finance departments are target-rich environments for cyber criminals. You have custody of your, and your vendors’, most-sensitive financial information, data that is worth a fortune on the dark web. And most AP departments aren’t adequately prepared, emboldening criminals to target you. Read more…

Advanced Training: 1099 and 1042-S Reportable Payments

This NEW half-day workshop at the Intermediate level provides real-world case studies, hands-on practice with form validity reviews, and detailed discussion of the tax regulatory requirements for documenting the status of foreign payees, and researching and applying reduced tax withholding under tax treaty provisions. Participants in this workshop should have prior training on the basic rules of what separates Form 1042-S reportable payments to foreign entities or individuals, from Form 1099 reportable payments to U.S. payees. Read more…

Leadership In Action

Leading an AP department is a daunting management role: You’re constantly under intense performance pressure, and yet are all too often under-resourced and battling internal disrespect. Keeping your team engaged is all the more important – and challenging. In this half-day session, leading AP practice leaders will share their experiences and strategies for:

  • Overcoming internal challenges
  • Motivating and empowering your staff
  • Selling the value of AP throughout the organization

Read more…

Unclaimed Property Survival Training Program

This Workshop will commence with a comprehensive introduction into Unclaimed Property issues, focused on ten primary areas that financial professionals should know about this important regulatory requirement. Starting with the basics of why, where, and when organizations must file reports, through general audit and compliance issues and best practices, and ending with a review of the litigation and legislative landscape. Attendees will develop a foundation for how organizations must keep current with the fast changing environment. Read more…

1099 Basic Training

Updated to include important changes for 2018 tax reporting, this workshop gives you a broad base of Form 1099 compliance knowledge for Accounts Payable.

  • What is (and is not) reportable on Form 1099-MISC
  • Managing for the earlier due date January 31 for IRS filing of 1099-MISC forms that report non-employee compensation
  • Form W-9 and requirements to document your payees and obtain tax ID numbers for reporting
  • Exempt payees that are not reported on Forms 1099
    Read more…
© Diversified Communications. All rights reserved.