Disney’s Coronado Springs Resort® | Walt Disney World Resort®, FL

Conference Agenda

Pre-Conference + Opening Reception
Tuesday, May 12 - 2020
Conference Day 1
Wednesday, May 13 - 2020
Conference Day 2
Thursday, May 14 - 2020
Post-Conference
Friday, May 15 - 2020

Workshops & Certifications

Note:  Pre & Post Conference Workshops and Certification sessions 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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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. Designed for those with manager level responsibilities and above, this course walks...
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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.

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...
Read More
Mary Kallewaard

Building and Motivating High Performing Teams

In today’s world, the most sought out organizational leaders are part manager and part HR professional. Join AP veteran leader Nicole Caley in this session to learn skills necessary to...
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Nicole Caley

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

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

Conference Kick Off

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

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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Establishing P2P and Supplier Strategy

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

2020 Changes in Form 1099 Reporting, including New Form 1099-NEC

The biggest change in many decades for Accounts Payable’s Form 1099 reporting is now in effect:  the new Form 1099-NEC with a due date of January 31, along with a...
Read More
Marianne Couch
Marianne Couch, J.D.

Needs Analysis/Prioritization

Managing change isn’t a once and done proposition. Beth Witkiewicz knows this all too well. When she joined the NY Institute of IT, she found a number of processes that...
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Beth Witkiewicz, APS, APM

Panel: What You Need to Know to Make Your Card Program a Success

Chances are, your organization is paying for more of its purchases using cards. But is your organization getting all it can from cards? Or, are you unsure of how to...
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Mark Brousseau

Ultimate Supplier Management at UPS: Using a Global Supplier Portal to Promote Compliance & Automate Strategic Initiatives

UPS is the world’s largest package delivery company. The organization recently adopted a new supplier portal that serves as a central hub for all supplier-related functions for all the company’s...
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Tim Pidgeon

Excel Power Query & Power Pivot

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

Sales & Use Tax

True Partners Consulting LLC

Driving Strategic Value from an Early Pay Program

Sales and sourcing are the heart and soul of business success. In today’s competitive environment, Payables can play a critical role optimizing working capital to enhance buying and selling relationships....
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Jeff VanDyke
Tom Glassanos

Leading with Emotional Intelligence

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...
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Nicole Caley

Panel: Paying Suppliers Electronically: Fact Versus Fiction

Paying suppliers electronically delivers undeniable benefits to organizations of all sizes. But making sense of ever-increasing payment methods, pricing models, jargon, and deployment approaches can overwhelm the savviest procure-to-pay professional....
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Fifth Third Bank
Adam Keck
Mark Brousseau

PANEL: Get the Biggest Bang for Your P2P Automation Buck

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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Cathy Ferro
Esker
Mark Brousseau

Finding Fraud in Familiar Processes

In today’s fast-moving world, it seems fraudsters are one of the only things that can keep up with technology. Continuous education on fraud strategies is an organization’s best chance of...
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Virginia St.Hilaire
Heather Miller, CPCP, MBA
Rocco Lueck, MBA, CEBS, ARM

Regulatory Compliance Is More Than 1099s

Financial leaders increasingly rank the avoidance of fines and penalties among their top priorities. While 1099 season accounts for the biggest compliance headaches, it is far from the only regulatory...
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Judy Bicking

Leading the Next Generation of AP Leaders

The landscape of leadership in AP is changing, are you ready to lead the next generation? Can current research in neuroscience help you become a better leader? How do we...
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Candace Jaramillo

Transforming procurement and finance to fuel business growth

Finance and procurement have to achieve common goals of streamlined processes and data visibility to improve decision-making to spark the fuel for growth in their organization. Companies now need to...
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Dan Andrew
Corcentric

Excel Power Query & Power Pivot

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

AvidXchange, Inc.

AvidXchange, Inc.

Uniting AP and Procurement: Overcoming Operational Friction

The worst-kept secret in finance is the organizational friction between AP and Procurement. Even though both functions are part of the same Procure-to-Pay process, they tend to report to different...
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Allison Belton

2020 Changes in Form 1099 Reporting, including New Form 1099-NEC

The biggest change in many decades for Accounts Payable’s Form 1099 reporting is now in effect:  the new Form 1099-NEC with a due date of January 31, along with a...
Read More
Marianne Couch
Marianne Couch, J.D.

Leading with Emotional Intelligence

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

Bridgestone’s RPA Journey

Are your teams overwhelmed by manual or repetitive tasks? Whether supporting multiple financial systems or streamlined to one, top-performing AP functions are leveraging Robotic Process Automation (RPA) to eliminate manual...
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Jeff Lawrence

Transforming Your Shared Service Operation to a Touchless Environment – AP, P2P and Beyond

Rogers Communication Canada Inc. is a major player in the telecommunications field. They operate over 160 different companies under Rogers’s corporate umbrella and process close to 400 000 supplier invoices...
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André Denis
INTEGRIM

What the IRS Looks for in Your Form 1099 Compliance Procedures

An IRS examination of information reporting and withholding compliance may be conducted by correspondence or on-site at your organization, but in either case the steps that will be followed and...
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Marianne Couch
Marianne Couch, J.D.

RED FLAGS: KEYS TO IDENTIFYING SYMPTOMS OF FRAUD

Many businesses lose money every year due to fraud related activities. Companies across the globe have increased their knowledge of fraud detection techniques. This session will outline the red flags...
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Virginia St.Hilaire
Heather Miller, CPCP, MBA
Rocco Lueck, MBA, CEBS, ARM

How to Protect Yourself and Your Organization in the Face of Changing Threats

In this session, Alex will talk about the ways that attackers are targeting organizations. Some of these are new, and some have been used for decades. He will also discuss...
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Alex Hamerstone, QSA, CISSP

Tacital and Practical Tips for Performance Improvement

Before making any changes — from workflow tweaks to automation investments — attend this session to learn where and how to get started. In this 90-minute session, you will be...
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Jess Scheer

Form W-9 Due Diligence, Illustrated

This new and extended Super Session provides real-world answers for the challenges which IRS Form W-9 presents when vendors furnish it to you with conflicting or inadequate information.  Step by...
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Marianne Couch
Marianne Couch, J.D.

Panel: Challenges Facing Managers Today

Candace Jaramillo
Judy Bicking

Using Benchmarking to Take P-Card Programs to the Next Level

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

Secrets to Success in Payables Working Capital

Tom Glassanos, inventor of dynamic discounting, 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...
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Tom Glassanos

Managing Your Team 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 – exhilarating for some and scary...
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Doreen Smuda

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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Robert Tucci
True Partners Consulting LLC
Jess Scheer

3 Secrets of Best-in-Class AP Departments

Some have said there are no secrets to success. So why do some AP organizations excel while others struggle to keep up or maintain the status quo? Short answer: Because...
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Dave Leonard
Bottomline Technologies

5 Things Every AP Leader Must Know Before Starting an Automation Project

It is easy to get swept up in the benefits of automating 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

Keynote: How You Can Prevent AP Cybersecurity Breaches

As an AP professional, you have access to some of the most sensitive internal and vendor information. As a result, you’re a target for cyberattacks. Do you know how to...
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Alex Hamerstone, QSA, CISSP

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

How I Enabled My Team to Work from Home

After a large automation effort, Cameco Corporation Accounts Payable leader was told the new system would allow invoice processing to be done from home. But she was skeptical. Her initial...
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Doreen Smuda

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

Let’s Shatter the Early Pay Myth

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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AeroPay Express
Stephen K. Troy

Peer Discussion Groups

As universal as many AP challenges can be, sometimes you’re facing challenges unique to your specific industry or organizational structure. Join peers facing similar issues and get insights from those...
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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
Judy Bicking

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...
Read More
Jess Scheer

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...
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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