November 14-16, 2022 | San Antonio Marriott Rivercenter | San Antonio, TX

2021 Program Schedule

Day 1
08 Nov 2021
Day 2
09 Nov 2021
Day 3
10 Nov 2021

Workshops and Certifications

Please Note: Workshops and Certifications require additional registration and cost.

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 responsibilities and above, this course...
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Juli Knisley
Judy Bicking

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 responsibilities and above, this course walks...
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Jess Scheer
Jess Scheer

Accounts Payable Certification – Specialist

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 whose responsibilities fall below the...
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Nicole Caley

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 for Form 1099 tax information reporting of payments could face...
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Marianne Couch
Marianne Couch, J.D.

Essential Skills of Leadership

Leadership is so elusive – it means different things to different people. What does it take to lead effectively? It’s a lot like building a house. It takes time and...
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Lorinda Lewis

Form 1099-NEC and 1099-MISC Basic Training

This half-day workshop provides updated essential information for the new 1099 reporting regime (used first for January 2021 reporting; now with additional changes for filing in January 2022) which requires...
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Mary Kallewaard

Conference Welcome & Kickoff Orientation

Are you new to the conference, looking for networking or want tips to maximize your time at the conference? This general session orientation is where you will meet and networking...
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Nicole Caley
Jess Scheer
Jess Scheer

TOWN HALL: What’s Next in AP and P2P

Change is coming at AP and P2P leaders faster these days.  New ways of working.  New operational challenges.  Heightened risks and regulatory compliance requirements.  The decisions that AP and P2P...
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Phil Binkow
Mark Buckley
Bob Singh
Eric Riddle
Dan Reeve
Mark Brousseau

Coffee Break | Exhibit Hall Open

Grab a coffee, explore the exhibit hall and network with our sponsors and other attendees.

2021 Changes in Form 1099 Reporting

The biggest change in many decades for Accounts Payable’s Form 1099 reporting was implemented in 2021: the new Form 1099-NEC due January 31 and the major redesign of Form 1099-MISC....
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Marianne Couch
Marianne Couch, J.D.

Operational Best Practices

Judy Bicking, IOFM’s senior trainer and former Johnson & Johnson global AP director, has picked up a lifetime of AP tips, tricks and hacks. Hear what decades of experience sounds...
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Judy Bicking

Influencing Strategies and Techniques

Successful leaders, even those who DO possess formal authority over others, know that the ability to influence others is the greatest tool in their leadership arsenal. When you communicate persuasively...
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Lorinda Lewis

The Spectrum of Automation

Presented by Symbeo Automation is often the critical component for successful AP teams. But do you know everything you need in order to get the most from the tools and...
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Joshua Cliburn
Symbeo

Trailblazer: How Albertsons Masters Supplier Data with the Power of AI

Gregg Maxwell, Group VP of the National Service Center for Albertsons and Barry Cook, Director, Pre-Sales Consulting for apexanalytix talk about the benefits of the apexportal Supplier Registration solution that...
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Barry Cook
Gregg Maxwell
apexanalytix

Panel: The AP Pro’s Field Guide to Supplier Payments

What’s the first word that comes to mind when you think about the way your organization pays its suppliers?  If that word isn’t “WOW!” this session is for you.  Our...
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Mark Penserini
Docuphase
Corpay
Mark Brousseau

Three Ways AP Adds Strategic Value to Finance Teams

If you’re company is cash-strapped, AP can be the key to survival. And if your company has cash to pay invoices early, AP can be a source of new-found profitability....
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Tom Glassanos

Why a Supplier-First, Network-Driven Approach to Accounts Payable Offers Maximum Digitization, Automation, and Growth Potential for the Supply Chain

Tradeshift’s vision is to connect every company in the world, creating economic opportunities for all. Join Jim Rahill, Vice President of Sales- North America, and Joseph Dworak, Regional Vice President,...
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Joseph V Dworak
Jim Rahill

Vendor Master File Fraud Prevention Strategies

In recent years, I’ve seen cybersecurity go from an afterthought to a very real risk in the corporate world. Cybercriminals go to work in an office every day, just like...
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Debra Richardson

Coffee Break | Exhibit Hall Open

Grab a coffee, explore the exhibit hall and network with our sponsors and other attendees.

Peer-to-Peer Networking Roundtables

Size can impact the complexity of your AP challenges.  Join your peers to discuss your biggest pain points, based on the revenue size that most closely matches your organization: Peer-to-Peer...
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2021 Changes in Form 1099 Reporting

The biggest change in many decades for Accounts Payable’s Form 1099 reporting was implemented in 2021: the new Form 1099-NEC due January 31 and the major redesign of Form 1099-MISC....
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Marianne Couch
Marianne Couch, J.D.

AP/Procurement Friction

The worst kept secret in AP is there is often significant friction with Procurement, preventing the two sides of the Procure-to-Pay process from getting along. This remains true today, despite...
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Jess Scheer
Jess Scheer

Intelligent Automation in Accounts Payable – Anywhere You Work

Organizations are threatened by AP processes that cannot keep pace with the “new normal” – new operating models, new ways of dealing with suppliers, and new risks. Intelligent automation can...
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Bob Singh
Canon

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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Lorinda Lewis
Debra Richardson
Nicole Caley
Judy Bicking

End-to-End Risk Transformation

Join our End-to-End Risk Transformation session to see how Oversight tackles our customers hidden spend risk in everything from T&E to P-Card to Payables with our AI-Powered platform. Oversight simplifies...
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Becky Clay
Meg Howe
Oversight

Taste of Colorado

Get ready for a Taste of Colorado! IOFM will host a welcome party for attendees and exhibitors! It will feature regional cuisine, local libations, special tasting tables, live music, and...
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Keynote: Discover YOUR Amazing Performance

When was the last time you watched a movie that took a shocking plot twist that had you mesmerized? Witnessed a wedding toast that made you laugh, cry, and get...
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Jon Petz

Coffee Break | Exhibit Hall Open

Grab a coffee, explore the exhibit hall and network with our sponsors and other attendees.

1099 and Unclaimed Property Reporting Insights

Ensure you’re prepared and knowledgeable about the unique regulatory reporting requirements for Form 1099 reporting and unclaimed property reporting. Learn about Form 1099 reporting including information about the more common...
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Kristine Butterbaugh
Kelly Conner

AP Benchmarks: What Separates Top Performing Teams From The Rest

Despite automation’s ability to drive efficiencies, most (52%) systems bought in just the last three years are already scheduled to be replaced. Why? It’s not because the technology is inadequate....
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Jess Scheer
Jess Scheer

Managing Through Change

The only constant in Accounts Payable is change: regulations change, business need change, vendor needs change, processes change. The ride can be a rollercoaster – scary for most of your...
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Judy Bicking

Panel: The AP and P2P Automation Answer Forum

Ready to automate AP and P2P but unsure of where to start?  You’re not alone.  Many AP and P2P leaders struggle with how to pick the right AP and P2P...
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Reginald J. (Reggie) Twigg, Ph.D.
Stephen L. Pietrzak CPA
Matthew Tillman
Chris Wadley
Mark Penserini
Mark Brousseau

Payment Automation: Building a Plan for Accelerated Business Growth

As pressure mounts on accounts payable departments to deliver greater value to the enterprise, they can no longer afford to turn a blind eye to the tremendous benefits of automating...
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Brent Kinman
Corecentric

Be a Better Leader: The Essentials of Conflict Management

Conflict management is a skill that leaders must be able to employ to help foster a positive productive working environment. There is a realization that conflict management should be a...
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Nicole Caley

Autonomous Accounts Payable: Your AI-Driven AP Inbox

Modern finance organizations know that we are well past the point of handling paper receipts and invoices from a revenue, compliance, and security standpoint. From driving to banking, previously complex...
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Anant Kale

Influencing Strategies and Techniques

Successful leaders, even those who DO possess formal authority over others, know that the ability to influence others is the greatest tool in their leadership arsenal. When you communicate persuasively...
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Lorinda Lewis

Form W-9 Due Diligence, Illustrated

This new tax compliance session provides real-world answers for the challenges the IRS Form W-9 presents when vendors furnish it to you with conflicting or inadequate information. Step by step,...
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Marianne Couch
Marianne Couch, J.D.

Using Simple Lean Methodology to Identify Pain Points and Drive Change

In todays changing economy, leaders are challenged to identify gaps in their processes and find new, innovated ways to do create efficiency. Using this simplified Lean methodology help to identify...
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Laurie Heuss, APM

Let’s Shatter the Early Pay Myth and How it Can Help your Company in a Post Covid Landscape.

Join Steve Troy as he shatters the common myths about Early Pay that has prevented your company from joining the Early Pay revolution. Learn how your company can add profits...
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Stephen Troy
AeroPay

Closing Session: Maintain the Momentum! Next Steps for Post-Conference Success

Maintain the Momentum! Next Steps for Post-Conference Success As you prepare to leave the APP2P conference and head back into the real world, this session will help you keep the...
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Chrissy Scivicque

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