Conference Agenda
Pre-Conference + Conference Kick-off
Sunday - May 19, 2019
Conference Day 1
Monday - May 20, 2019
Conference Day 2
Tuesday - May 21, 2019
Post-Conference
Wednesday - May 22, 2019
Add a Certification or Workshop to your conference experience with the VALUE PASS and SAVE!
Pre-registration required for certification and workshops. Choose the BEST BUY Value Pass registration package – review registration options and details here.
7:00 am - 6:15 pm
8:00 am - 4:00 pm
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 below the Manager level, and... Read More
Pam Miller
8:00 am - 4:00 pm
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
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... Read More
Marianne Couch, J.D.
9:00 am - 12:00 pm
Performance Improvement: Using KPIs to Boost AP Efficiency
Are you considering improvements to your Accounts Payable processes, but aren’t sure where to start? Where could you be more efficient or effective? How much of an improvement is realistic?... Read More
Jess Scheer
9:00 am - 12:00 pm
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
1:00 pm - 4:00 pm
The Essential Soft Skills of Leadership
In today’s competitive world, everyone is striving to go the extra mile to stand out from the crowd. However, leaders consistently seem to fall short in areas such as empathy, genuineness, conflict... Read More
Nicole Caley
1:00 pm - 4:00 pm
Excel Power Query & Power Pivot + Power BI Desktop
If you have heard of Excel’s Power Query and Power Pivot but aren’t exactly sure what they are or what they do, this workshop is for you. We will dig... Read More
Jeff Lenning
1:00 pm-4:00 pm
Sales & Use Tax Concepts, Challenges and Solutions
The complexity of sales and use tax as well as the number of recent changes and items in the news has most finance professionals wondering how these changes impact their... Read More
Diane Yetter
4:15 pm - 5:00 pm
Conference Orientation & Networking
Are you new to the Conference, or attending on your own and looking for networking, or want tips to hit the ground running? This orientation is where you will meet and network... Read More
Nicole Caley
Jess Scheer
5:15 pm
Welcome & Opening Remarks
Brian Cuthbert
5:30 pm - 6:15 pm
Opening Keynote: Peer-Tested, Management Approved: How to Actually Improve Your Team’s Performance
Boosting the efficiency and effectiveness of your AP/P2P team can sometimes feel more like a New Year’s resolution than a practical goal. But not this year – not for members... Read More
Jess Scheer
6:15 pm - 7:30 pm
Exhibit Hall
Opening Reception in the Exhibit Hall
Sponsored by Title Sponsor, Basware
7:00 am - 6:30 pm
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
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, J.D.
Fraud Interviewing Techniques
Fraud Interviewing techniques. Many times, fraud examiners or internal auditors will be required to conduct interviews regarding an investigation. These interviews must be planned in advance by the interviewer and... Read More
Rocco Lueck, MBA, CEBS, ARM
8:10 am - 9:10 am
Track: Automation Case Study
Take Control of Your P2P Digital Transformation: Adapting Technology to Benefit Your Processes and People (Not the Other Way Around!)
Session Sponsored by DataServ You know your P2P processes and people are vital to your organization’s success. And you also know that technology could make them faster and more... Read More
Jeff Haller
Ryan Stewart
Leonardo Perez Moreno Castilleja
DataServ
Payment Automation: Building a Plan for Accelerated Business Growth in 2019
Session Sponsored by Corcentric 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... Read More
Daniel Andrew
Corcentric
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... Read More
John Ciardi
Adam Keck
Mark Brousseau
James R. Scott
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
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... Read More
Diane Yetter
Peering Through the Microscope at Your P-Card Program Controls
What does your control environment look like? Do you conduct risk analyses to identify any gaps? Terri will discuss the need for a solid foundation, setting the appropriate level of... Read More
Terri Brustad
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... Read More
Nicole Caley
The What, Why, How and WOW Behind Supply Chain Finance & Dynamic Discounting
Tom will showcase the strategic value of payables-related working capital and explore leading strategies that optimize cash and income. This session will demystify how Supply Chain Finance and Dynamic Discounting... Read More
Tom Glassanos
Session Sponsored by Basware
Basware
Strategies for AP Automation Success in 2020 and Beyond
Session Sponsored by Bottomline Technologies No matter where you are on your journey to AP automation, one thing is for sure – the expectations are continually evolving. To be successful,... Read More
Dave Leonard
Bottomline Technologies
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... Read More
Christie Russey
Lynn Belletti
Jess Scheer
Judy Bicking
10:20 am - 11:00 am
Exhibit Hall
11:00 am - 12:00 pm
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... Read More
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
AP Payments to Employees, Directors, Estates and Survivors: Form 1099 Compliance
Some of the most frequently asked questions in Form 1099-MISC tax reporting compliance are about payments scheduled to be issued from Accounts Payable to the organization’s own employees … and... Read More
Marianne Couch, J.D.
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... Read More
Pam Miller
Don’t Leave Money On the Table: Strategies for Capturing Early Pay Discounts
How many more discounts will fall in your lap if you leverage days payable outstanding (DPO)? Are you missing or losing discounts you didn’t realize? When is a discount not... Read More
Bob Jaffe
The Five-Step Plan for Building a Business Case for Payments Automation
Sponsored by ACOM Solutions What’s holding your business back from paying its suppliers electronically? If you’re like most businesses that are still paying suppliers with paper checks, a big issue... Read More
Mark Brousseau
James R. Scott
Panel: Leading Multi-Generational Teams
A panel of AP/P2P professionals will share wins and current challenges.
Christie Russey
Nicole Caley
Brian Cuthbert
Judy Bicking
1:30 pm - 2:30 pm
Automate AP to Take Control of Process Complexity
Kevin Ryan
Jess Scheer
Transforming Finance and Share Services in a Growth Company
Our journey to transform CarMax AP through continuous improvements and the introduction of robotic process automation.
Kim Barnes
Renée Kandravi
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... Read More
Diane Yetter
Travel Management in a Booming Economy
In this session we will discuss how business cycles and cost containment initiatives are ever present, waiting to resurface at any moment. Using Data Metrics/Analysis to: Develop Service Standards, Identify... Read More
Jack Reynaert
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... Read More
Jess Scheer
Managing Payment Discrepancies: How to Avoid Spending Dollars to Chase Pennies
In todays environment, technology plays a critical role in our day to day transactions. Technology allows you to automate processes and reduce human error. Learn how to use that technology... Read More
Laurie Heuss
Panel: What’s Next in P2P Automation
Sponsored by : Esker, Symbeo and IPS 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... Read More
Geoff Ruffer
Cathy Ferro
Christy Brewer
Mark Brousseau
Future-Proof Your AP Department – Five Steps 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,... Read More
Bob Cohen
Ryan Cutright
3:40 pm - 4:10 pm
Expo Hall
Managing the Invoice Process in the Not Yet Totally Paperless AP Dept
Everyone “knows” that AP automation is the solution to all of AP’s problems. But total AP automation is simply not an option for many AP departments. Financial and other constraints... Read More
Pam Miller
Federal Income Tax Withholding from Vendor Payments: Basic Compliance Requirements
Income tax withholding from Payables? Yes, three separate circumstances create federal income tax withholding obligations when paying vendors and others ordinarily paid through AP. If the facts fit, tax regulations... Read More
Marianne Couch, J.D.
What to Consider When Automating for the First Time
Automating the AP process can seem over-whelming. There are so many things to take into consideration. Where do I start? I don’t know much about this or that type of... Read More
Judy Bicking
Intelligent Spend Management – A Client’s Journey
Session 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 – so you... Read More
Michael Zuver
SAP Concur
4:15 pm - 5:15 pm
How Do You Know When It’s Time to Automate?
Adam Keck
Fifth Third Bank
Jess Scheer
4:15 pm - 5:15 pm
Fireside Chat: Finding Fintopia
Eric Wilson
5:15 pm - 6:30 pm
Expo Hall
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
Advanced Vendor Master Data Management
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 focus... Read More
Steve Iannarone
Basics to Vendor Master Data
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 focus... Read More
Steve Iannarone
7:00 am - 1:00 pm
Robotic Process Automation. Bots! They Are Our Friends!
Robert will share VSP’s experiences embarking on the journey of creating a Virtual Workforce via Robotic Process Automation (RPA). This session will include information about RPA, examples of the application... Read More
Robert Cathey
8:10 am - 9:10 am
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... Read More
Ann T. Fulmer
Jim Sadik
How Discover Aligned Accounts Payable and Purchasing Teams to Become a Successful P2P Organization
Prior to 2013, Discover’s Accounts Payable and Purchasing teams were disconnected and operated independently. They reported to different business units and had very little interaction and the only commonality was... Read More
Cathy Davis
8:10 am - 9:10 am
Unclaimed Property Audits: A Peer’s Perspective
You have received your audit letter – now what? Hear about some best practices to help your audit go smoothly while using efficient processes to gather all the supporting documents... Read More
Lynn Cirrincione
Fraud Interviewing Techniques
Fraud Interviewing techniques. Many times, fraud examiners or internal auditors will be required to conduct interviews regarding an investigation. These interviews must be planned in advance by the interviewer and... Read More
Rocco Lueck, MBA, CEBS, ARM
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
When Not To Pay Early: Why the Rise in Interest Rates May Change When you Should Pay Your Invoices
For the first time in over a decade interest rates are rising. In this session, Tom Glassanos, inventor of dynamic discounting, will discuss how rising rates effect your working capital... Read More
Tom Glassanos
IOFM’s Benchmarking Study: How Do You Compare?
“Before you start to change your processes or invest in automation, you need to know where there’s the greatest room for improvement – and how much improvement is realistic. But... Read More
Jess Scheer
9:20 am - 10:20 am
Invoice Automation in a Global Shared Service Setting
Sponsored by PNC This presentation will focus on John Bean Technologies Corp’s (JBT) evaluation of their Procure-to-Pay Process and the opportunities for improvement that led to their decision to implement... Read More
Louise Perchinsky
Roderick Fields
10:20 am - 11:00 am
Exhibit Hall
11:00 am - 12:00 pm
Closing Keynote: Discover YOUR Amazing Performance
It’s not enough to ‘just’ show up, be ‘just’ an employee or stick to the status quo. Meeting expectations is OUT and creating surprise and delight to empower memorable moments... Read More
Jon Petz
12:00 pm - 1:15 pm
Lunch & Peer-to-Peer Roundtables
Over lunch continue networking and learning from peers. Lunch tables will splits attendees into different groups based on industry, ERP system, department size, etc. Join Manufacturing, Financial Services, Healthcare, or Education Roundtables if... Read More
Meal
From the Regulator’s Perspective: Recent Developments in Unclaimed Property Compliance for AP Professionals
All states have laws requiring companies to report and remit intangible unclaimed property, which includes uncashed checks, unused accounts receivable credits, abandoned accounts and securities, and unredeemed gift cards, but... Read More
Brenda R. Mayrack
What to Consider When Automating for the First Time
Automating the AP process can seem over-whelming. There are so many things to take into consideration. Where do I start? I don’t know much about this or that type of... Read More
Judy Bicking
Boring Meetings Suck
Meetings, the cornerstones of collaboration, innovation and decision making, have suffered humiliation at the hands of corporate America. They drone on like some sort of soul-crushing, walking-dead zombie robbing workplaces... Read More
Jon Petz
Don’t Leave Money On the Table: Strategies for Capturing Early Pay Discounts
How many more discounts will fall in your lap if you leverage days payable outstanding (DPO)? Are you missing or losing discounts you didn’t realize? When is a discount not... Read More
Bob Jaffe
Add a Certification or Workshop to your conference experience with the VALUE PASS and SAVE!
Pre-registration required for certification and workshops. Choose the BEST BUY Value Pass registration package – review registration options and details here.
7:00 am - 10:30 am
8:00 am - 4:00 pm
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
8:00 am - 4:00 pm
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
9:00 am - 12:00 pm
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)... Read More
Marianne Couch, J.D.
9:00 am - 12:00 pm
Performance Improvement: Using KPIs to boost AP efficiency
Are you considering improvements to your Accounts Payable processes, but aren’t sure where to start? Where could you be more efficient or effective? How much of an improvement is realistic?... Read More
Jess Scheer
1:00 pm - 4:00 pm
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, J.D.