Conference Agenda
Our team is working diligently to create the 2022 schedule! In the meantime, feel free to explore what we did in 2021:
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
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
Jess Scheer
9:00 am - 10:00 am
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
Peter Lopes
Nick Kidd
Allen Gracey
Corpay
Esker
Mark Brousseau
10:00 am - 10:45 am
Exhibit Hall
Coffee & Networking Break | Exhibit Hall Open
Grab a coffee, explore the exhibit hall and meet our sponsors and attendees.
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.
11:00 am - 12:00 pm
Topic: Leadership
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
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
11:00 am - 12:00 pm
Judy Bicking
IOFM
How to Roll Out a Successful P-Card Program
We all know that e-payments, such as P-Cards, can drastically reduce processing costs and compliance challenges (1099, unclaimed property, OFAC, etc.), but there are both internal and external roadblocks stopping... Read More
Judy Bicking
12:00 pm - 1:15 pm
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
1:30 pm - 2:30 pm
Automation Case Studies
Tim Pidgeon
UPS Global Business Services
Akhilesh Agarwal
apexanalytix
Get on Board! How AI and Robotics Help Automate Supplier Onboarding and Reduce Supplier Risk
Session Sponsored by: Apexanalytix Tim Pidgeon, Controller Coordinator Americas for UPS Global Business Services and Akhilesh Agarwal, SVP Global Business Partner Technology Solutions take us through UPS’ touchless solution for... Read More
Tim Pidgeon
Akhilesh Agarwal
1:30 pm - 2:30 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.
1:30 pm - 2:30 pm
Jess Scheer
IOFM
Judy Bicking
IOFM
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
Jess Scheer
Judy Bicking
2:30 pm - 3:00 pm
3:00 pm - 3:45 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
4:00 pm - 5:00 pm
Peter Lopes
Canon U.S.A., Inc.
Intelligent Automation in Accounts Payable – Anywhere You Work
Session Sponsored by Canon Organizations are threatened by AP processes that cannot keep pace with the “new normal” – new operating models, new ways of dealing with suppliers, and... Read More
Peter Lopes
Canon
4:00 pm -5:00 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
5:00 pm - 6:00 pm
Exhibit Hall
6:15 pm - 7:45 pm
7:00 am-1:00 pm
8:00 am - 9:00 am
9:15 am - 10:15 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
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
Topic: Leadership
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
Payment Automation: Building a Plan for Business Growth
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
Corcentric
Brent Kinman
11:15 am - 12:15 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.
12:15 pm - 1:30 pm
12:30 pm - 12:50 pm
1:30 pm-2:30 pm
Allen Gracey
Corpay
Payment Automation: How to Automate Payments to Improve AP Efficiency, Visibility and Analytics
Sponsored by Corpay Spurred by the need for remote work capabilities, companies today are trying to move from manual processes to electronic vendor payments. Electronic payments seem more efficient but... Read More
Allen Gracey
1:30 pm-2:30 pm
Mark Brousseau
Brousseau & Associates
The 5 Step Process to AP Automation Success
Automating accounts payable is proven to deliver compelling operational and strategic benefits. But organizations are unlikely to achieve the full benefits of automation without an effective plan for success. During... Read More
Mark Brousseau
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
1:30 pm - 2:30 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
1:30 pm - 2:30 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
2:45 pm - 3:30 pm
Jess Scheer
IOFM
Judy Bicking
IOFM
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
Jess Scheer
Judy Bicking
2:45 pm - 3:30 pm
Jess Scheer
IOFM