Conference Agenda
Day 1
29 Aug 2021
Day 2
30 Aug 2021
Day 3
31 Aug 2021
7:00 am - 6:00 pm
8:00 am - 4:30 pm
Workshops & Certifications
Note: Pre Conference Workshops and Certification sessions require additional registration and cost. Click here to learn more.
5:00 pm - 6:15 pm
Exhibit Hall
7:00 am-1:00 pm
7:15 am - 8:15 am
Exhibit Hall
8:30 am - 8:35 am
Jess Scheer
IOFM
Welcome & Opening Remarks
Jess Scheer
8:35 am - 9:00 am
Nicole Caley
Payables Solution Partners, LLC
Jess Scheer
IOFM
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... Read More
Nicole Caley
Jess Scheer
9:00 am - 10:00 am
Mark Brousseau
Brousseau & Associates
Town Hall: The Accounts Payable We Knew is Gone: What’s Next?
The pandemic changed everything for accounts payable professionals. The way they work. The challenges they face. The risks they must prepare for. And the expectations the business has for them.... Read More
Mark Brousseau
10:00 am - 10:45 am
Exhibit Hall
Coffee Break | Exhibit Hall Open
Grab a coffee, explore the exhibit hall and meet our sponsors and attendees.
RPA to Improve Expense Audit Compliance
The session will give an overview of how UPMC AP implemented Robotics Process Automation (RPA) into our Expense Audit workflow.
Jennifer Garcia
11:00 am - 12:00 pm
Marianne Couch, J.D.
COKALA Tax Information Reporting Solutions, LLC
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.... Read More
Marianne Couch, J.D.
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... Read More
Nicole Caley
11:00 am - 12:00 pm
Session Sponsored by Basware
Basware
11:00 am - 12:00 pm
12:00 pm - 1:15 pm
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... Read More
Judy Bicking
Vendor Master File Fraud Prevention Strategies
How to add authentication techniques, internal controls and best practices to pay the right vendor every time In recent years, I’ve seen cybersecurity go from an afterthought to a very... Read More
Debra Richardson
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
1:30 pm - 2:30 pm
Automation Case Studies
1:30 pm - 2:30 pm
Topic: Automation Case Studies
2:30 pm - 3:00 pm
3:00 pm - 3:30 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
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... Read More
Judy Bicking
3:45 pm - 4:45 pm
Topic: Compliance
Marianne Couch, J.D.
COKALA Tax Information Reporting Solutions, LLC
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.... Read More
Marianne Couch, J.D.
3:45 pm - 4:45 pm
3:45 pm - 4:45 pm
3:45 pm - 4:45 pm
Jess Scheer
IOFM
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... Read More
Jess Scheer
4:45 pm - 6:00 pm
Exhibit Hall
7:00 am-1:00 pm
7:15 am - 8:15 am
8:30 am - 9:15 am
Alex Hamerstone, QSA, CISSP
TrustedSec
Keynote: Keeping Your Data Safe in a Changing World
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... Read More
Alex Hamerstone, QSA, CISSP
9:15 am - 10:15 am
Mark Brousseau
Brousseau & Associates
Town Hall: Supplier Payments: What’s Hot, What’s Working, What’s Next
Seemingly overnight, supplier payments have gone digital, and there is no let-up in sight. How do you keep pace with the rate of change? How do you catch up if... Read More
Mark Brousseau
10:15 am - 11:00 am
11:15 am - 12:15 pm
Jess Scheer
IOFM
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.... Read More
Jess Scheer
11:15 am - 12:15 pm
Marianne Couch, J.D.
COKALA Tax Information Reporting Solutions, LLC
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,... Read More
Marianne Couch, J.D.
11:15 am - 12:15 pm
11:15 am - 12:15 pm
Robert Tucci
True Partners Consulting
Jim Sadik
True Partners Consulting LLC
Practical and Tactical Strategies To Minimize Your Unclaimed Property Exposure
Unclaimed property laws function to protect the interests of consumers, while also serving as a notable source of revenue for the states. With much focus given to audit defense, litigation,... Read More
Robert Tucci
Jim Sadik
12:15 pm - 1:30 pm
12:30 pm - 12:50 pm
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
1:45 pm - 2:45 pm
Steve Iannarone
CDK Global
Best Practices in Automation Implementations
Steve, a former IOFM AP Manager of the Year nominee, is a Financial Operations practitioner, a certified business analyst, and a Six Sigma Green Belt. In his current position at... Read More
Steve Iannarone
3:00 pm - 3:45 pm
Panel: Future of AP
Five years ago, the majority of AP departments lacked any automation; now, 77% automate at least one of their processes. What will the next five years hold? The tea leaves... Read More
Nicole Caley
Jess Scheer
Judy Bicking