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

2018 Program Schedule

See the schedule by day here.

Pre-Conference
Conference Day 1
Conference Day 2
Post-Conference

Accounts Payable and Procure-to-Pay Certification – Specialist | $

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...
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Pam Miller, APM

Accounts Payable Certification – Manager | $

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...
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Judy Bicking

IRS Regulation Boot Camp includes CPRS Certification | $

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...
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Marianne Couch
Marianne Couch, J.D.

Building An Action Plan to Improve Your AP Performance | $

Every AP practice can become more efficient and effective, but do you know: Where to start? Where you can make the biggest impact? How much of an improvement is realistic?...
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Jess Scheer
Jess Scheer

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...
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Dave Kennedy

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...
Read More
Mary Kallewaard

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...
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Angelina Mendez
Nicole Caley
Bethany M. Mezzadra, APM-D, APPM, MBA

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...
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Cathleen A. Bucholtz
Steven Swaigenbaum
Jim Sadik

Peer-to-Peer Roundtables

Every year, attendees tell us that networking and learning from your peers is a highlight of their experience. During the course of your APP2P conference, we have scheduled three peer...
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Keynote: The Hacking Age

Attackers are continuously figuring out new methods to gain access to computer systems and enterprises. Everything from Ransomware to targeted and precise attacks aimed at intellectual property theft, monetary gain,...
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Dave Kennedy

E-Payables – How to Create Efficiency and Reduce Risk and Fraud

Have you wondered how paying vendors using Electronic Card Payments can prevent common AP issues? Can you make payments, gain float and become a profit center? Two AP Practitioners will...
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Ramona Hall, MBA, APPM
Robin Anderson
Robin F. Anderson

The Cost-Time Savings of Electronic Payment Trends and How AP Automation Generates New Revenue

With the advent of new financial technology, accounts payable can now be fully automated from invoice to reconciliation with virtual credit cards taking a leading role following their proven ability...
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Jason Kolbenheyer

Your Vendor Master, Improving Data Quality

In this session we will discuss the cornerstone of Accounts Payable, vendor master data. Vendor master data quality has multiple facets which your process is dependent on. We will engage...
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Steve Iannarone
Steve Iannarone

Panel: What’s Next in P2P Automation

Approval workflows. Electronic invoicing. Dynamic discounting. Analytics. Oh my! The dizzying array of Procure-to-Pay technologies is enough to make your head spin. Grab your Dramamine and your toughest automation questions...
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Matthew E. Oakes
Laurent Charpentier
James R. Scott
Mark Brousseau
Mark Brousseau

Leadership as a Habit: Why Leadership isn’t About Your Title

Some people find themselves in management roles without having developed the crucial, yet subjective, skills required to be an effective leader. Perhaps you’re a manager and struggle to lead your...
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Nicole Caley

South Dakota v Wayfair: Impact to P2P Professionals

In this session, we will cover the biggest change in sales and use tax in 50 years – South Dakota v Wayfair.  This case impacts every business – both sellers...
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Diane Yetter

Why Procurement is Your Largest Untapped Source of Potential Savings

When aligned efficiently with AP, Bain’s research shows that world-class procurement organizations can reduce a company’s purchasing cost base by an average of 8% to 12% and deliver additional annual...
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David Schannon

AP Optimization: How Adoption Can Deliver Game-Changing Benefits

Session Sponsored by Fifth Third Bank The decision to integrate new AP software into your existing systems can seem like a leap of faith. But with the right software and...
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Shannon Lawson
Adam Keck

Procure to Pay: Improving it may be Easier than you Realize

Analysis – Paralysis is common issue when companies look to streamline their Procure-To-Pay process. From questions on where to start, what to keep in scope and who to include, initiatives...
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Maureen Gervais

How E-Invoicing Adoption Can Accelerate in the U.S., and What That Means to You

Electronic invoicing (e-Invoicing) is the essential first step to achieving straight-through-processing (STP) for business-to-business transactions, resulting in a significant increase in business efficiency and cost reductions.  In this session, you...
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Todd M. Albers

“Does Anyone Know Where We Keep the Unwritten Rules?!” Using AP Automation to Keep Your Company in Compliance

Compliance in your accounting department can mean many things. It’s the fear of audit day, when auditors come prepared to investigate company finances with no exceptions to the rules. The...
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Joe Zulich
Jeff Haller

Working Capital Programs: It is a lot More than Dynamic Discounting

Learn what it takes to move the needle for your organization’s working capital projects. Improving working capital is a hot topic at many companies today, and many companies are striving...
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Thomas Santacroce

Don’t Let your Org Chart Get in the Way

The session will illustrate how to create a world class Procure to Pay infrastructure regardless of who various departments report to. Learn to break down the invisible barriers an organization...
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David NewVine

Panel: ‘Ask An Expert’: Your Leadership Questions Answered

Come with your most pressing AP or P2P management questions to pose to our panel of experienced AP leaders. This free-wheeling, highly-interactive session is routinely rated as one of our...
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Nicole Caley
Tracy Zurcher
Bethany M. Mezzadra, APM-D, APPM, MBA
Jess Scheer
Jess Scheer
Pam Miller, APM

Keeping “UP” with Unclaimed Property Compliance

The 2016 Uniform Unclaimed Property Act and the increasing use of payroll cards, flexible spending and health savings accounts have triggered dramatic change in the unclaimed property compliance requirements.  In...
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Karen Anderson

T&E Expense Automation: Hype or Game Changer

There is more and more hype around T&E expense automation. Is the hype warranted, absolutely. Second only to payroll, travel and entertainment (T&E) spending comprises the largest business expense for...
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Ernie Humphrey

Using Metrics and Reporting to Empower AP Leadership Decisions

Do you like solving puzzles? Do you enjoy the idea networking? If so, this session is for you! Join Brian Anderson, Oath Senior Manager of Accounts Payable, to learn about...
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Brian Anderson

Panel -What’s Next in Payments Automation — And How You Should Prepare

Electronic payments are the top automation priority of accounts payable departments.  And for good reason!  Compared to electronic payments, checks cost more, result in more errors, provide less visibility, and...
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Tana Law
Jeff Butts
Vince Hruska
Ben Bianchino
James R. Scott
Mark Brousseau
Mark Brousseau

Why Can’t AP & Procurement Get Along

Ever feel that you and your organization’s procurement people aren’t speaking the same language? And do you ever feel that the breakdown in communication allows things to slip through the...
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Jess Scheer
Jess Scheer

Ethics and the Motivations of the Fraudster

Unethical behavior in an organizational setting can lead to very serious consequences. In this session, we’ll take a look at the fundamentals of ethical learning and behavior. In addition, we’ll...
Read More
Allan Bachman

It’s not Magic, It’s Automation: How Companies Transformed their Accounts Payable Departments

Have you experienced these AP process inefficiencies: stacks of paper invoices, poor supplier participation, long approval cycles, lack of visibility? Join Basware to hear true stories about Basware customers ability...
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Mike Jasper
Sami Peltonen
Mark Brousseau
Mark Brousseau

Recognizing Excellence: How to Motivate a Non-Engaged Team

AP leaders have a daunting challenge: Keeping a staff highly engaged despite high levels of disrespect from senior leaders outside of the function. Come learn how top AP managers build...
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Bethany M. Mezzadra, APM-D, APPM, MBA

Change Management: Why You Cannot Afford to Ignore it

Opting to ignore your Change Management needs will likely lead to higher costs, ineffective communication, directional confusion, and an increase in employee dissatisfaction. Change Management is not thought to as...
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Maureen Gervais

Creating Your Own Path in AP

Do you feel stuck on your current AP role? Do you have passion for AP? Are you wondering how to make a successful career within P2P? If you answer YES...
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Angelina Mendez

Sales & Use Tax: Challenges from the AP Perspective

In this session, we will break down the requirements for use tax and best practices for procurement and accounts payable.  We’ll cover some recent changes in the sales and use...
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Diane Yetter

P2P Best Practices: Lessons Learned from the Front Lines

A collection of lessons learned/best practices from a client’s experiences
Pam Rhoads

Demystifying the Path Toward Digital Procurement

The dream: A procurement function so nimble it can simplify purchasing to a single click of a button, enable seamless collaboration with suppliers and customers in real time, and arm...
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David Schannon

Panel: When Bad Implementation Happens to Good People.

IOFM hears two things repeatedly from practice leaders: AP functions are going to become more automated in the future, not less. We’re not returning to stacks of paper invoices, manual...
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David NewVine
Maureen Gervais
Jess Scheer
Jess Scheer

Managing the AP Staff

Judy Bicking
Pam Miller, APM

The Daily Grind of Managing an AP Process

Talking about leadership at a granular and daily level. How do you see yourself? How do others see you? How far apart are those perceptions from reality?  What are the...
Read More
Tracy Zurcher

Commercial Card Fraud Prevention and Detection

Media reports of fraud related to the use of Commercial Cards tend to receive notable attention, while rarely does the general media cover the benefits of card payments. Publicity associated...
Read More
Heather Miller

Procurement’s Digital Transformation Journey: What Does Success Look Like?

As organizations undergo digital transformation at the enterprise level, Procurement must also embrace this journey and deliver on its own digital transformation roadmap. Hackett research shows, however, that while most...
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Kurt Albertson
Kurt Albertson

Breaking Down Silos

Getting those in the business to understand why they should change its buying habits and actually changing their behavior can be two very different things. This hour’s discussion is focused...
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Nicole Caley

Future-Proof Your AP Department – 5 Step to Take Now

Session Sponsored by Tradeshift The future of accounts payable (“AP”) looks very different than the AP we know today. The speed of innovation within the world of finance is accelerating,...
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Bob Cohen
Mike Cassano
Tradeshift

Leveraging AI, Machine Learning and RPA to Automate Invoice Processing

For years AP departments have tried to automate invoice processing with the help of IT and Operations. Despite millions of dollars in investment, many steps in process remain manual. That’s because most automation...
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Sameer Bhandari

It’s Not Magic, It’s Good Planning: How to Successfully Implement a Procurement Technology Strategy

Basware Sponsored Procurement Session Procurement professionals face a host of challenges including inconsistent workflows, lack of spend visibility, minimal financial control, inaccurate invoice matching, and inability to manage risk. These...
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Nancy Jorgensen

Panel: Leading Multi-Generational Teams

A panel of senior AP/P2P/Procurement executives will share wins and current challenges. Facilitated by IOFM’s Executive Director Brian Cuthbert.
Becca Carifio
Nicole Caley
Maureen Gervais
Bethany M. Mezzadra, APM-D, APPM, MBA
Brian Cuthbert
Brian Cuthbert
Pam Miller, APM

Establishing P2P and Supplier Strategy

You know why its crucial to convert maverick spend into POs, but that doesn’t mean that those in the business understand why it’s in their best interst to buy smarter...
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Judy Bicking

7 Steps to Strong Supplier Adoption of Electronic Payments

Convincing more suppliers to accept electronic payments is the top improvement priority of accounts payable departments for 2018.  And why not?  Compared to paper checks, ACH and virtual card transactions...
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James R. Scott
Mark Brousseau
Mark Brousseau

Are Your Internal Controls Keeping Up With Your Automation Changes?

The internal controls you had in place to manage manual processes are no longer sufficient as you automate an increasingly amount of the work. Your internal controls need to be...
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Christine Doxey

Advancing your Accounts Payable Operation to Achieve “Top Performer” Status

Share our journey to achieving top performer status with Hackett and the lessons learned along the way. It will include taking a close look at how we have leveraged technology...
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Brandi Crouch

How to be Your Supplier’s Hero in a Recession

Session Sponsored by American Express Can you generate revenue for your company while keeping your suppliers happy? Is your supply chain ready for a potential recession? We will share how...
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Esha Bawa

Important Changes for Form 1099 and 1042-S Reporting for 2018

New tax regulations affect the Form 1099-MISC filing due date; a new required procedure will affect some Form 1099-MISC filings; and the IRS has revised the Form 1042-S for 2018...
Read More
Marianne Couch
Marianne Couch, J.D.

Networking Break

in the Expo Hall

Peer-to-Peer Roundtables

Every year, attendees tell us that networking and learning from your peers is a highlight of their experience. During the course of your APP2P conference, we have scheduled three peer...
Read More

Procurement’s Digital Transformation Journey: What Does Success Look Like?

As organizations undergo digital transformation at the enterprise level, Procurement must also embrace this journey and deliver on its own digital transformation roadmap. Hackett research shows, however, that while most...
Read More
Kurt Albertson
Kurt Albertson

Raising Your Team’s Internal Profile

Your function mitigates financial risks, manages cash, builds vendor relationships, etc. — and yet its value is rarely appreciated outside of your team. In this session, we will discuss strategies...
Read More
Bethany M. Mezzadra, APM-D, APPM, MBA

The Daily Grind of Managing an AP Process

Talking about leadership at a granular and daily level. How do you see yourself? How do others see you? How far apart are those perceptions from reality?  What are the...
Read More
Tracy Zurcher

Building P2P Partnerships for Breakthrough Success

Case study on breaking down silos and implementing best practices. Bridgestone will share the steps they took to break down silos and their KPI results before and after transformation. Learning...
Read More
Niren Naidu
Scott Perkins

Important Changes for Form 1099 and 1042-S reporting for 2018

New tax regulations affect the Form 1099-MISC filing due date; a new required procedure will affect some Form 1099-MISC filings; and the IRS has revised the Form 1042-S for 2018...
Read More
Marianne Couch
Marianne Couch, J.D.

Supplier Returns – Are you leaving money on the Suppliers Table?

Many organizations have different processes for returning products to their suppliers. Often times the process is performed outside the ERP or not performed correctly or consistently within the ERP. As a...
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Troy Romero
Sandy Compton

Are Your Internal Controls Keeping Up With Your Operational Changes?

The internal controls you had in place with AP operated as a silo are no longer sufficient as you begin to integrate with Procurement. As you centralize your operations and...
Read More
Christine Doxey

Your Vendor Master, Improving Data Quality

In this session we will discuss the cornerstone of Accounts Payable, vendor master data. Vendor master data quality has multiple facets which your process is dependent on. We will engage...
Read More
Steve Iannarone
Steve Iannarone

Commercial Card Fraud Prevention and Detection

Media reports of fraud related to the use of Commercial Cards tend to receive notable attention, while rarely does the general media cover the benefits of card payments. Publicity associated...
Read More
Heather Miller

Rethinking P2P Process Ownership Alignment

As your purchasing and payables work evolves, processes change. But most organizations fail to adapt their governance to keep pace. Who empowers that process owner? Who owns the new processes?...
Read More
Judy Bicking

Don’t Let your Org Chart Get in the Way

The session will illustrate how to create a world class Procure to Pay infrastructure regardless of who various departments report to. Learn to break down the invisible barriers an organization...
Read More
David NewVine

Ignite Innovation: How Lean Leaders Empower Their Teams to Drive Results

What if you could highly engage your associates and transform operations with a few key changes? Learn how OhioHealth leveraged Lean principles to empower their associates to identify and resolve...
Read More
Monica Brooks
Jill D. Ulliman

Ethics and the Motivations of the Fraudster

Unethical behavior in an organizational setting can lead to very serious consequences. In this session, we’ll take a look at the fundamentals of ethical learning and behavior. In addition, we’ll...
Read More
Allan Bachman

Panel: Preparing For What’s Next?

The only thing we can 100% count on for sure are death, taxes … and that AP functions won’t stay the same. AP’s role is becoming more strategic, more automated,...
Read More
Nicole Caley
Jess Scheer
Jess Scheer
Judy Bicking
Pam Miller, APM

Leadership: The Art of Cultivating Relationships that Matter

Finance professionals are increasingly being challenged to lead across the enterprise. How does a Finance professional become a trusted advisor to HR, Marketing and Sales leaders? Join us to discover...
Read More
Ernie Humphrey

Avoid Risk by Building 1099 and 1042-S Tax Compliance into P2P Procedures

At key points in the P2P cycle, essential information must be collected, screened and documented for federal tax reporting and withholding compliance – or else the payer company risks tax...
Read More
Mary Kallewaard

The “Need for Speed” in Accounts Payable

Accounts payable is the financial cockpit of the enterprise.  Top speed and full visibility can have the enterprise flying high.  But many accounts payable organizations – particularly those with manual...
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Frank Furiga
Mark Brousseau
Mark Brousseau

Lunch & Peer Networking in Expo Hall

During lunch,  network and join a peer roundtable ! Every year, attendees tell us that networking and learning from your peers is a highlight of their experience. During the course...
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Closing: What AP Can Learn From Procurement

Kurt Albertson
Kurt Albertson
Jess Scheer
Jess Scheer
Judy Bicking

Accounts Payable Certification – Manager | $

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...
Read More
Pam Miller, APM

Procure-to-Pay Certification – Manager | $

In one full day, you will be prepared to earn your certification credentials as an Accredited P2P Manager. Designed for those with manager level titles and above, this course walks...
Read More
Judy Bicking

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...
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Marianne Couch
Marianne Couch, J.D.

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...
Read More
Marianne Couch
Marianne Couch, J.D.
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