May 19-21, 2019 | Disney’s Yacht and Beach Club Resort® | Walt Disney World® Resort, FL

Conference Agenda

Stay on track or choose your own adventure!

With more than 50 sessions to choose from, IOFM’s APP2P conference provides peer-tested best practices to help you
improve all facets of your AP and P2P processes. To help you get the most out of your time at the show, we’ve divided presentations into seven tracks.

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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.

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...
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Pam Miller

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...
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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.

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?...
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Jess Scheer

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...
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Mary Kallewaard

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...
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Nicole Caley

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...
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Jeff Lenning

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...
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Diane Yetter

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...
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Nicole Caley
Jess Scheer

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...
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Jess Scheer

Opening Reception in the Exhibit Hall

Sponsored by Title Sponsor, Basware

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

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...
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Marianne Couch
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...
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Rocco Lueck, MBA, CEBS, ARM

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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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Tom Glassanos

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,...
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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...
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Christie Russey
Lynn Belletti
Jess Scheer
Judy Bicking

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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Lunch

Meal

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...
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Marianne Couch
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...
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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...
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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...
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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
Brian Cuthbert
Judy Bicking

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...
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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...
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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...
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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...
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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...
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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,...
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Bob Cohen
Ryan Cutright

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...
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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...
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Marianne Couch
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...
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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...
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Michael Zuver
SAP Concur

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...
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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...
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Steve Iannarone

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...
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Robert Cathey

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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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...
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Cathy Davis

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...
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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...
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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...
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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...
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Jess Scheer

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...
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Louise Perchinsky
Roderick Fields

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...
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Jon Petz

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...
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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...
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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...
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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.

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

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

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)...
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Marianne Couch
Marianne Couch, J.D.

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

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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