Leadership Conference 2013 - The Accounts Payable Network

EARLY BIRD SPECIAL!
Register by December 31st and SAVE $200
© Disney
The Accounts Payable Network Presents the 3rd Annual…
ACCOUNTS PAYABLE AND PURCHASE-TO-PAY
Leadership Conference 2013
MAY 15–17, 2013 | DISNEY’S GRAND FLORIDIAN RESORT & SPA, LAKE BUENA VISTA, FLORIDA
CONFERENCE CO-CHAIRS
Leslie Campbell
Former Chief Procurement Officer,
Reed Elsevier
Fred Litow
Head of Financial Administration,
ING
Thomas Nichols
President,
Process Management Improvement, Inc.
Register today to join your colleagues for a true peer-topeer
networking and educational event where you’ll:
LEARN the new paths to AP success
EVALUATE leading-edge technologies and best practices that have
transformed world-class AP departments
ENHANCE your peer network to share challenges and solutions
GET CERTIFIED in AP or 1099 Reporting to advance your career
STAY COMPLIANT with ever-changing rules to protect your
organization from devastating penalties and embarrassment
SAVE $200 by registering before December 31, 2012
EARN up to 11.5 CPE’s and/or 12 CEUs
Diamond Sponsors:
This year’s program includes:
Platinum Sponsors:
Over 30 Sessions
Networking Roundtable Discussions
5 Tracks to design the education
program that is right for you
NEW Purchase-to-Pay Track
5 Keynote/Featured Sessions
State-of-the-Industry Panel
2 Certification Review Workshops
2 In-Depth Pre-conference
Workshops
AP Leaders Roundtable – back
by popular demand
2 Networking Cocktail Receptions,
2 Lunches & 5 Breaks
Exhibition Hall
And much, much more!
REGISTER TODAY!
www.TheAPNetwork.com/APLeadershipConference
Call (770) 984-1184 or (866) 827-6389

Conference Sessions
Keynotes/General Sessions:
The Value of Procure-to-Pay Integration
(and the Risks of Not Integrating)
SPEAKER: Fred Litow, Vice President and Head of
Financial Administration, ING
The Softer Side of AP – Tips to Motivate
Your Staff: A Zappos Case Study
SPEAKERS: Mike Akrop, Controller, Director of Accounting,
Zappos; Scott Schaefer, Sr. Treasury Manager, Zappos
Trust But Verify: How to Avoid
Becoming a Fraudster’s Next Victim
SPEAKER: Tom Golden, retired partner-in-charge of the
Chicago Forensic and Investigative Services practice for
PricewaterhouseCoopers, and lead author of the awardwinning
book A Guide To Forensic Accounting Investigation.
How AP and Purchasing Make CFO’s
Happy by Driving Working Capital
SPEAKER: Leslie Campbell, Former Chief Procurement
Officer, Reed Elsevier
The Indispensible Requirements for
a Highly Effective and Sustainable
Collaborative Environment
SPEAKER: Tom Nichols, President, Process Management
Improvement, Inc.
State of the Industry Panel
SPEAKERS: Vivian Baker, Director Global Accounts
Payable, Global Business Services, The Coca-Cola
Company; Phil Binkow, CEO, Financial Operations
Networks (Moderator); Debbie Vander Bogart, Senior
Director, Finance General Manager, Shared Service
Center, Levi Strauss & Company; Larry Brang, Director
Shared Business Services – Americas, Merck
Purchase-to-Pay Track:
Key Purchase-to-Pay Issues Panel
Discussion
NEW TRACK
THIS YEAR
SPEAKERS: Larry Brang, Director, Commercial Services
- Americas, Merck & Company, Inc.; Dennis Cooper, Vice
President, Operations Director AP, PNC Bank; David Hay,
Consultant, Former Director, Shared Services, Hewlett-
Packard Company; James Lallande, Sr. AP Manager,
DynCorp International; Fred Litow, Head of Financial
Administration, ING (Moderator)
Leveraging Data that AP Produces
to Improve Decisionmaking
SPEAKER: Eric Walsworth, Director Global Procurement
Programs & Tools, Reed Elsevier
Must-Have Compliance Requirements
within the P2P Cycle
SPEAKER: Chris Doxey, Consultant, Internal Controls
and Business Process Best Practices
Controls in a Procure-to-Pay
Environment
SPEAKER: James McDonald, Director of Procurement
Operations, ING
Leadership/Operations/
Management Track:
The Art of Creating and Using
Purchase-to-Pay Metrics and
Benchmarking
SPEAKER: David Hebert, Managing Director, 3c Insight
How to Handle HR Issues That
Negatively Affect Performance
SPEAKER: Judy Bicking, Former Global Director,
Accounts Payable European Project, Johnson & Johnson
Preventing & Detecting Vendor Fraud
SPEAKER: Tom Golden, retired partner-in-charge of
the Chicago Forensic and Investigative Services practice
for PricewaterhouseCoopers, and lead author of the
award-winning book A Guide To Forensic Accounting
Investigation.
Building Trust within a Multi-generation
Workforce
SPEAKER: Debbie Vander Bogart, Senior Director,
Finance General Manager, Shared Service Center,
Levi Strauss & Company
Managing Your Vendor Master File
SPEAKER: Jon Casher, President, Casher Associates, Inc.
Managing Change in AP Today – Today’s
Climate and Challenges are Different
SPEAKER: Judi Thallas, SAP Finance Change
Management Leader, Finance Manager, ConAgra Foods
AP Automation/Productivity Track:
What to Do Before You Automate
SPEAKER: Henry Ijams, Managing Director, PayStream Advisors
Writing a Winning Business Case for
Internal Approvals
SPEAKER: Jon Casher, President, Casher Associates, Inc.
7 Steps to Go Paperless
Kurt Wachtendorf, VP - National Product Manager,
Commerce Bank
Automation Case Studies
SPEAKERS: To be determined
Compliance Track:
1099-MISC Update: What’s Reportable
in 2013 and Beyond and Potential Risks
SPEAKERS: John Foertschbeck, CFO, IRSCompliance,
Inc.; Lynda Foertschbeck, Executive Vice President,
IRSCompliance, Inc.
Critical Sarbanes-Oxley & Audit
Compliance Aspects of AP
SPEAKER: Neysha Arcelay, Operations Senior Manager,
PNC Bank
Learn How New IRS Rules Under the
Foreign Account Tax Compliance Act
(FATCA) Will Impact AP Operations
SPEAKERS: John Foertschbeck, CFO, IRSCompliance,
Inc.; Lynda Foertschbeck, Executive Vice President,
IRSCompliance, Inc.
You Can Run But You Can’t Hide:
The Unclaimed Property Risk
SPEAKER: Karen Anderson, Vice President of Compliance,
Unclaimed Property Recovery and Reporting, LLC
Payment Track:
Virtual Pay Cards: A Powerful Alternative
for AP Operations
SPEAKER: James Lallande, Sr. AP Manager,
DynCorp International
Card Products & Expense Reporting:
Processing, Compliance & Reporting
SPEAKER: To be determined
Supplier Onboarding Best Practices
SPEAKERS: Julie Carmany, Global Head, P2P, Reed
Elsevier; Karen Zimmerman, Global Procurement P2P
Operations Director, Reed Elsevier
The Role AP Plays in Strategic Sourcing
SPEAKER: Gigi Brienza, Director, Stonyfield
EARN CONTINUING EDUCATION CREDITS TO HELP ADVANCE YOUR CAREER!
TAPN
THE ACCOUNTS PAYABLE
CERTIFICATION PROGRAMS
IOMA
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•
IOMA
TAPN
TAPN
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IOMA
THE ACCOUNTS PAYABLE
CERTIFICATION PROGRAMS
IOMA
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TAPN
TAPN is registered with the National Association of State Boards of Accountancy
(NASBA) as a sponsor of continuing professional education on the National
Registry of CPE Sponsors. You will receive up to 11.5 CPEs for attending the full
conference plus up to 6 CEUs/CPEs for pre-conference workshops.
You will receive 12 CEUs for the IOMA/TAPN AP Certification Program for attending
the full conference plus up to 6 CEUs/CPEs for pre-conference workshops.

Here’s What Attendees Have
to Say about The AP & P2P
Leadership Conference
Plan to Kick-off your Conference Experience with a Certification Class
or a Pre-Conference Workshop on Wednesday, May 15th
Workshop 1
9:00 AM – 5:00 PM
AP Leaders Roundtable
Attendance limited to 30 people
You are invited to be part of an exclusive group of senior
AP executives for a one-day, peer-to-peer roundtable style
discussion. This limited-attendance program brings together
AP leaders to share common concerns and problems
through an open-sharing roundtable discussion. Attendees
set the agenda by completing a survey to select those topics
that they need answers to.
LED BY: Vivian Baker, Director Global Accounts Payable,
Global Business Services, The Coca-Cola Company; Larry
Brang, Director, Commercial Services - Americas, Merck &
Company, Inc.
Workshop 2
8:30 AM – 2:45 PM | 3:00 – 4:30 PM / Optional Exam
The Essentials of AP Training
& Certification Exam Review
This fast-paced workshop is designed to provide an
overview of accounts payable and to prepare you for
the exam to earn your certification credentials as an
Accredited Payables Specialist (APS) or Accredited
Payables Manager (APM). Nearly 15,000 AP
professionals, accounting and finance staff, procurement
specialists and solution providers have participated in the
program. The topics cover every area of AP operations and
management, including: Invoice and Payment Processing;
Employee Expense Reimbursement (T&E); Internal
Controls; Managing the Vendor Master File; AP-related
Tax & Regulatory Issues; Customer Relations; Staff
Management Issues and AP Technology.
INSTRUCTOR: Tom Nichols, President, Process
Management Improvement, Inc.
Workshop 3
8:30 AM – 2:45 PM | 3:00 – 4:30 PM / Optional Exam
1099/Information Reporting Training
& Certification Review
Ever-changing 1099 regulations are making information
reporting much more complex. Fines and penalties for
non-compliance have doubled and while many organizations
are reducing employee head counts, the IRS and states
are hiring thousands of new auditors to bring in muchneeded
revenue. Thorough training is essential to protect
your organization from the threat of non-compliance. This
intensive one-day training and certification program will
cover the many changes and expansion of Form 1099-
MISC reporting, including such topics as: Identifying and
Documenting the Payee; Effective B-notice Processing;
Penalty Notice Responses; Miscellaneous Rules; 1042-S
Reporting; and State Reporting and Withholding.
INSTRUCTORS: John Foertschbeck, CFO,
IRSCompliance, Inc.; Lynda Foertschbeck, Executive Vice
President, IRSCompliance, Inc.
Workshop 4
9:00 AM – Noon
Metrics and Benchmarks You Can Trust
In today’s world there is an overload of data and information.
The hard work is translating the pile of data into knowledge
and insight. Understanding your internal process
performance is the beginning but understanding the critical
performance indicators and the required actions to impact
performance is where the hard work begins.
Join us for an interactive working session where you will
learn how to: Identify the common measures to assess
process performance; define the critical performance
indicators; inventory the actions required to impact
performance; link metrics to your business objectives and
understand the possible.
INSTRUCTOR: David Hebert, Managing Director,
3c Insight
Workshop 5
1:30 – 4:30 PM
How to Jumpstart Your P2P
Automation
Automation can be the key to achieving the top goals that
senior management has for your company’s P2P function:
cut costs, reduce headcount and reduce cycle time.
However, many automation projects never get approved and
some take too long to implement. Find out what you need
to do to get your automation projects approved faster and
which projects you should tackle first.
INSTRUCTOR: Jon Casher, President, Casher
Associates, Inc.
“I thought the seminar was great –
for the sessions I attended – I wish I
could have attended them all!”
Julie Layland, Stanley Black and Decker
“There is an abundance of
networking possibilities and it’s
very helpful to hear how other
companies handle some of the same
obstacles that I face.”
Samantha Meier, APM,
Affiliates Management Company
“I recommend TAPN’s AP
certification program to all AP
department managers. This
training aids AP Managers in
transitioning AP processors to AP
professionals. Certified individuals
within your department are not
only knowledgeable about accounts
payable within your company, but
they are knowledgeable in accounts
payable industry best practices.
This training allows your team to
leverage knowledge and tools which
can help to transition them to a
“best in class” AP organization.
It was an awesome learning
experience and I have seen an
increase in the confidence of
the AP professionals within my
organization thanks to TAPN.”
Vivian Baker, The Coca-Cola Company
“Great advice and wisdom based
on experience. Excellent reminder
on conflict management. Great
reminder on how to treat people.”
Michelle White, Wabash National Corp
“Lots of good information to
bring back.”
Tina Taylor, The Schumacher Group
REGISTER TODAY!
www.TheAPNetwork.com/APLeadershipConference
Call (770) 984-1184 or (866) 827-6389

Registration Form
EARLY BIRD SPECIAL!
Register by December 31st and SAVE $200
Yes! Register me for the 3rd Annual Accounts Payable & Purchase-to-Pay Leadership Conference.
Pricing
Register before
December 31, 2012
3rd Annual AP & P2P Leadership Conference
January 1, 2013 through
April 1, 2013
April 2, 2013 through
the conference:
TAPN Members $795 $895 $995
Non-TAPN Members $895 $995 $1,095
Subtotal
Pre-conference Workshops: TAPN Members Non-Members Subtotal
AP Leaders Roundtable on Wednesday, May 15, 2013 from 9:00 AM – 5:00 PM $395 $495
Benchmarking/Metrics Workshop on Wednesday, May 15, 2013 from 9:00 AM – noon $295 $395
Jumpstarting P2P Automation on Wednesday, May 15, 2013 from 1:30 – 4:30 PM $295 $395
Certification Opportunities: TAPN Members Non-Members Subtotal
AP Certification Review on Wednesday, May 15, 2013, 8:30 AM – 2:45 PM $620 $720
1099/Information Reporting Certification Review on Wednesday, May 15, 2013
8:30 AM – 2:45 PM
Certification Exams
$620 $720
Accredited Payables Specialist (APS)
Accredited Payables Manager (APM)
AP Certification Exam on Wednesday, May 15, 2013 begins at 3:00 PM for $220.
Please indicate which exam you are taking:
1099/Information Reporting Certification Exam on Wednesday, May 15, 2013 begins at 3:00 PM for $220
Subtotal
Please let us know if you have any special dietary or other needs:__________________________________________________________
TOTAL
Name: ______________________________________________________________________________
Hotel Information
Disney’s Grand Floridian Resort & Spa
4401 Floridian Way
Lake Buena Vista, FL 32830
Telephone: 407-824-3000
A block of rooms has been reserved for
The Accounts Payable & Purchase-to-Pay
Leadership Conference at the discounted
rate of $199 per night, plus taxes. This
rate is guaranteed until Wednesday, April
24, 2013, but rooms are first-come, firstserved,
and the room block (and the hotel)
may sell out at any time. Reservations for
the conference can be made directly with
Disney reservations at (407)939-4686. If
you prefer to register online, you can go to
www.disneyurl.com/TheAccountsPayable
LeadershipConference
Cancellation Policy:
All cancellations must be made in writing.
Cancellations made prior to April 24th will
be charged a $100 administrative fee.
There will be no refunds issued after April
24th. Attendee substitutions may be made
at any time without penalty.
Title:________________________________________ Company: ________________________________
Address: _____________________________________________________________________________
City:________________________________________ State:_____________ ZIP: __________________
Phone: ______________________________________ Fax: ____________________________________
Email: _______________________________________________________________________________
Check enclosed for $ ____________. Make checks payable to: The Accounts Payable Network
Charge $ ____________ to my:
Card #:______________________________________________________________________________
CVC Code:_______________ Exp. Date:_______________ Signature: _____________________________
Bill my organization (must pay prior to the conference).
4 EASY
WAYS TO
REGISTER
Online. Go to www.TAPN.com/
APLeadershipConference
Mail your completed Registration Form to:
TAPN, Attention: Registrations
2100 RiverEdge Parkway, Suite 1010
Atlanta, GA 30328
Register Now! This conference is perfect for:
CFOs | Vice Presidents of Finance | Treasurers | Controllers | Directors of Shared Services
Directors of Accounts Payable | Accounts Payable Managers | Accounts Payable Supervisors
Directors of Procurement | Directors of Purchasing | Purchasing Managers
Fax your completed Registration
Form to (770) 984-1174
Call MemberCare at TAPN
at (770) 984-1184 or
(866) 827-6389