November 16 - 18, 2020 | The Mirage | Las Vegas, NV

2019 Program Schedule

Pre-Conference + Conference Kick-Off
Tuesday, Oct 15 – 2019
Conference Day 1
Wednesday, Oct 16 – 2019
Conference Day 2
Thursday, Oct 17 – 2019
Post-Conference
Friday, Oct 18 – 2019

Accounts Payable 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 responsibilites and above, this course walks...
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Pam Miller, APM

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.

Procure-to-Pay Certification – Manager

In one full day, you will be prepared to earn your certification credentials as an Accredited P2P Manager. Leading just your AP processes or just your Procurement processes is only...
Read More
Judy Bicking

1099 Basic Training

This half-day workshop includes updated and important changes for the latest tax reporting, giving you a broad base of Form 1099 compliance knowledge for Accounts Payable, including: What is (and...
Read More
Mary Kallewaard

Building and Motivating High Performing Teams

Today, the most sought out organizational leaders are part manager and part HR professional. Join AP veteranToday, the most sought out organizational leaders are part manager and part HR professional....
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Nicole Caley

Working with Excel Power Query & Power Pivot + Power BI Desktop

Are you familiar with Excel’s Power Query and Power Pivot functionality? If not, you probably don’t know how much it could boost your team’s efficiency. We will dig into Power...
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Jeff Lenning CPA

Psychology of Leadership

The most admired leaders share the gift of effectively influencing and getting others to want to follow them. This ability is of utmost importance for both your career and your...
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Nicole Caley

Unlocking the Power of Excel: Do more with the Tools You Already Use

A new end-to-end automation system isn’t the only way to boost your team’s efficiency. In this session you’ll learn how to use Excel to its fullest, creating actionable reports to...
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Jeff Lenning CPA

Advanced Training: 1099 and 1042-S Reportable Payments

This 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...
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Mary Kallewaard

PERFORMANCE IMPROVEMENT: USING KPIS TO BOOST AP EFFICIENCY

Are you considering improvements to your Accounts Payable processes, but aren’t sure where to start? Do you know where you could you be more efficient or effective? And how much...
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Jess Scheer
Jess Scheer

Peer to Peer Roundtables

Every year, attendees tell us networking and learning from peers is a highlight of their experience at the conference; during your time at the APP2P conference, we have scheduled peer...
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Attendee Happy Hour – Drinks in the Desert

Join us at happy hour on the Northern Sky Terrace Tuesday evening immediately following the opening reception. There will be drinks, light snacks, and beautiful views all around!

MORNING YOGA

Start your morning off right with 45 minutes of outdoor yoga. You’ll feel energized and ready to make the most of your time at the conference!

Conference Kick-Off | Orientation

Are you new to the conference, looking for networking, or want tips to hit the ground running? This general session orientation is where you will meet and network with your...
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Nicole Caley

Conference Kickoff | Going the Distance: Striking a Balance to Reach Fintopia

For the next two days, every session will provide insights into how to improve your team’s efficiency or effectiveness. Before you begin to build a plan based on the conference’s...
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Basware
Jason Vincelette
Jess Scheer
Jess Scheer

Foundation for Fintopia: A case study of p2p success

Join Basware and team for a case study example of how to reach Fintopia: a perfect state of financial bliss and seamless AP processes.
Dor Bocian
Ravit Gutman
Andrea Garson
Basware

Peer-to-Peer Case Study: How My AP Team Overcame Massive, Disruptive Change

It happened all at once: During a massive ERP conversion, Hub Construction’s corporate management demanded AP headcount reduction through attrition. Change is difficult under any circumstances, but simultaneously establishing new...
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Jen Murphy
Richard Rosselot
Vince French

AN EFFECTIVE AP POLICIES & PROCEDURES MANUAL CAN HELP MOVE AP FROM GOOD TO GREAT

Manual? What manual? Who reads manuals anymore? An AP “manual” offers many benefits: Ensures that best practices are recognized and recorded Provides assistance in establishing controls, reducing duplicate payments, and...
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Pam Miller, APM

2019 Changes in 1099 and 1042-S Reporting and Tax Regulations

New regulations, other new IRS guidance, and alterations to IRS forms and instructions have created new challenges this year in Form 1099 tax compliance for domestic payments and also in...
Read More
Marianne Couch
Marianne Couch, J.D.

Leading with Emotional Intelligence: Why You Need It and How to Apply It

If you have made the critical decision to take on the role of a leader, and you want to be great at it – it requires an in-depth look at...
Read More
Nicole Caley

6 Myths About Paying Suppliers Electronically – Debunked!

Giant alligators live in the sewers of New York City! Walt Disney is cryogenically frozen! Military bases on the moon! Mr. Rogers was a Navy Seal! Believing these popular myths...
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Jim Scott
Mark Brousseau

Excel Power Query & Power Pivot + Power Bi Explained and Demonstrated

In this session, you’ll see how Excel’s Power Query and Power Pivot can help automate recurring Excel reports. Power Query enables you to get and transform the source data files,...
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Jeff Lenning CPA

Excel Power Query & Power Pivot + Power Bi Explained and Demonstrated

In this session, you’ll see how Excel’s Power Query and Power Pivot can help automate recurring Excel reports. Power Query enables you to get and transform the source data files,...
Read More
Jeff Lenning CPA

How to survive the Terminator – Artificial Intelligence, Organizational Change Management and YOU!

“Change is the only constant in life” – Heraclitus. Organizations are moving faster and doing more in shorter time periods than ever before. AI, RPA and the list goes on....
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Josh Madden

Panel: Unclaimed Property Advisors Share Best Practices

Every company should expect to be audited for their unclaimed property. Are you prepared? A panel of leading unclaimed property consultants will help walk you through what you need to...
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Ricardo Garcia
Jim Sadik
Jess Scheer
Jess Scheer

Selling Leadership

Changing AP’s perception of ‘just’ being a bill payer to a strategic partner within the company can seem impossible. Without changing that perception, it will be extremely difficult to get...
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Judy Bicking

Avoid Getting Sidelined by ERP Deployment: Driving Forward Progress on AP Automation during ERP Gridlock

Sponsored by: DataServ Adopting, upgrading or switching an ERP platform is one of the more time-consuming efforts a company can tackle. It can take on a life of its own and...
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Troy Hupp
Ken Campbell

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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Nathan Montgomery
Daniel Andrew

Benchmarking: How to Take Your P-Card Program to the Next Level While Maintaining Control

Numbers don’t lie. Rather, the use of benchmarking and metrics can help paint an undisputable picture of how your Purchasing Card (P-Card) program is performing. In this breakout session, Heather...
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Heather Miller, CPCP, MBA

Presented by Fifth Third Bank

Andrew Goodman
Allison Laramore

Panel: Payment Automation – What you Need to Know Before Investing in New Technology

Paying suppliers electronically is a top priority for accounts payable departments in 2019. But the wide variety of payment methods, solutions and approaches is enough to overwhelm the savviest accounts...
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Jason Turner
Gary Conroy
Maria Line
Tana Law
Jim Scott
Mark Brousseau

How to survive the Terminator – Artificial Intelligence, Organizational Change Management and YOU!

Change is the only constant in life” – Heraclitus. Organizations are moving faster and doing more in shorter time periods than ever before. AI, RPA and the list goes on....
Read More
Josh Madden

Who Really Owns the Vendor Master File

Aligning the processes of purchasing and AP doesn’t automatically change the fact that AP pays many more vendors than purchasing touches. Nor does it change the fact that what each...
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Pam Miller, APM

Use Tax Accrual: Manual and Automated Options to keep you Compliant

As businesses react to the changes in where they are required to collect sales tax, decisions suppliers make impact their relationships with their customers.  Will all your suppliers start collecting...
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Diane Yetter

Panel: “Ask the Experts”

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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Angelina Mendez
Nicole Caley
Jess Scheer
Jess Scheer
Judy Bicking

How AI is Transforming Independence Blue Cross’s Supplier Management

-Supplier onboarding time went from 3 plus weeks to three days. -Reduction 1.5 FTEs due to the process improvements and the elimination of a paper based process. -Default payment terms...
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Vikash Rai
Chuck Stefanosky
John Kalina

Peer Networking Roundtables

Every year, attendees tell us networking and learning from peers is a highlight of their experience at the conference; during your time at the APP2P conference, we have scheduled peer...
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Mitigating Risk with Payment Automation

Sponsored by: Nvoicepay Paying vendors electronically through card or ACH is simple but it’s also fraught with fraud and opportunity for errors. Managing supplier payment data is a huge undertaking,...
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Josh Cyphers
Mark Brousseau

What the IRS Looks for In Your Form 1099-Compliance Procedures

Review recently announced IRS backup withholding correspondence program; Learn the regulatory backup withholding triggers for certain Form 1099 reportable payments; Understand procedures necessary to avoid tax withholding liability
Marianne Couch
Marianne Couch, J.D.

Maintaining efficiency in a changing environment!

Are you experiencing constant change in the workplace? Are you often strained by system, process and/or staffing dilemmas? Do you feel like you’re going through the motions but not getting...
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Chris Dritsas

Invoices are Not ‘One Size Fits All’ — Match the Process to the Invoice

Every AP department deals with a wide variety of invoices both in type and dollar value. And nearly every AP department is challenged to meet deadlines, increase efficiency, and decrease...
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Pam Miller, APM

Using Digital Transformation to Unlock Working Capital in Your Supply Chain

Sponsored by: Tradeshift The interdependence between the physical and the financial supply chain is growing. As supply chains become more complex, they are constantly stressed with change, the demand for...
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Gary Conroy
Roy Anderson

Guided Meditation

Take some time to yourself during APP2P Fall and join us for guided mediation outside. You’ll be sure to feel calm and relaxed after this 45-minute session.

Must Have Metrics

You’ve probably heard the expression, “if you are not keeping score, you are just practicing!” Metrics are a means of keeping score. With them you can understand how well AP...
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Pam Miller, APM

2019 Changes in 1099 and 1042-S Reporting and Tax Regulations

“New regulations, other new IRS guidance, and alterations to IRS forms and instructions have created new challenges this year in Form 1099 tax compliance for domestic payments and also in...
Read More
Marianne Couch
Marianne Couch, J.D.

Leading with Emotional Intelligence: Why You Need It and How to Apply It

If you have made the critical decision to take on the role of a leader, and you want to be great at it – it requires an in-depth look at...
Read More
Nicole Caley

PANEL: What’s Next in P2P Automation

Panelists include: IPS, Esker 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...
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Cathy Ferro
Daniel Reeve
Mark Brousseau

Intelligent Spend Management – A Client’s Journey

Sponsored by: SAP Concur What does it mean to work and spend smarter? SAP Concur will take you on the client journey to transform AP processes. Learn how you can...
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Natalie Jones
Michael Zuver

Love the Invoice Again: Examining the Truths and Myths of Modern Automation Tools

Sponsored by: Symbeo You’ve heard of AI, RPA and Optical Character Recognition, but do you know the truth about the technologies out there targeted as “AP automation”!? In this session...
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Christy Brewer

How We Identified Fraud (and You Can Too)

Marcie Keasling
Virginia St.Hilaire
Heather Miller, CPCP, MBA

Keys To Consider When Outsourcing AP Operations

Key tips for managing an outsourced Accounts Payable operations from project conception through to daily operation oversight. In the increased complexity of a global economy the decision to outsource an...
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Lynn Belletti

Selling Leadership

Changing AP’s perception of ‘just’ being a bill payer to a strategic partner within the company can seem impossible. Without changing that perception, it will be extremely difficult to get...
Read More
Judy Bicking

5 Critical Considerations When Transforming Accounts Payable

It is easy to get swept up in the benefits of transforming your accounts payable and invoice processing: reduced operational costs, improved working capital management, better control of corporate spending...
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Greg Bartels
Mark Brousseau

South Dakota v Wayfair: It’s Effect on Sales and USE Tax

South Dakota v Wayfair – the biggest change in sales and use tax in 50 years.  This case impacts every business – both sellers and purchasers.  Have you looked at...
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Diane Yetter

Lessons Learned from Salesforce’s AP Transformation Journey

Salesforce’s financial operations P2P function is world class, but it hasn’t always been that way. Find out first hand from one of the company’s global payments technology leaders how the...
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Sutej Bhosekar

Transforming complex invoice management with technology

Sponsored by: Goby “For businesses looking to manage complex invoices, such as utility bills, improve efficiency, and reduce manual processes from their operations, technology can provide radical solutions to eliminate...
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Helee Lev
Steve Iannarone

Understanding Your Customers

Do you provide excellent customer service? Are your suppliers satisfied when interacting with you? In this session you will learn about the challenges your suppliers encounter when dealing with you...
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Bilyana Gavrilova

How to Successfully Manage the Transitioning of an Outsourced AP Department

Hiring another company to take over the day-to-day operations of your AP department is an option many large companies are considering. But doing so doesn’t mean you can let go...
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Gabe Zubizarreta, CPA

Staffing: Keys to Reducing Attrition and Increasing Loyalty

Are you experiencing abnormal staff turnover? Do you feel that you subordinates are just there to collect a paycheck? Are you struggling to find a way to make things better?...
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Chris Dritsas

DON’T SETTLE FOR HOW YOU’VE ALWAYS DONE IT: TIPS AND TRICKS FOR HOLISTIC AP PROCESS REVIEWS

Many AP departments do things the way they have always done them or make improvements in a piecemeal manner. Best practice is to review all AP process steps and then...
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Pam Miller, APM

How Process Mining Can Transform Your Organization into a Superfluid

Presented by:  Celonis Enterprise Learn how to harness the power of Process Mining technology to remove operational friction from your organization’s procurement processes. The Celonis Intelligent Business Cloud discovers root...
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Case Study: Identifying an AP Automation Approach

So you think you’re ready to invest in AP automation, but where do you start? In this highly practical and tactical session, a global payments technology leader will walk you...
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Sutej Bhosekar

Closing Remarks

Jess Scheer
Jess Scheer

Keynote

A common challenge for organizations today is helping employees bring more energy to work and not only embrace change but see it as an opportunity to lead. Dan Thurmon believes...
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Dan Thurmon

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...
Read More
Pam Miller, APM

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
Jess Scheer
Jess Scheer

Procure-to-Pay Certification – Manager

In one full day, you will be prepared to earn your certification credentials as an Accredited P2P Manager. Leading just your AP processes or just your Procurement processes is only...
Read More
Judy Bicking

1099 Basic Training

This half-day workshop includes updated and important changes for the latest tax reporting, giving you a broad base of Form 1099 compliance knowledge for Accounts Payable, including: What is (and...
Read More
Marianne Couch
Marianne Couch, J.D.

Advanced Training: 1099 and 1042-S Reportable Payments

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