PAYMENT STRATEGIES PAYMENT STRATEGIES

Alternative Payment Strategies in the ERP/AP World

Kevin Woods – VP, E-Commerce Division, EnCompass PM
AOC Solutions – Business Services
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Intermediate #1400 – New Session

This session provides an overview of alternative payment strategies that can be automated from your ERP/AP platforms with little or no work by your organization. It will also cover aspects such as the need for a comprehensive vendor enrollment program and ERP/AP automation and file integration tools available today from technology providers.


Bridging the Gap between Banks and Corporations: The New Landscape for Connectivity

Jeanne Capachin – VP, Research
IDC Financial Insights – Finance, Insurance and Real Estate 
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Advanced #1405 – New Session

Banks, ERP providers, third parties, and network operators are all offering bank-to-corporate connectivity options that promise to simplify and streamline the effort required to connect with banks. These initiatives promise more standardization, less expense, and more flexibility. This session will review the types of solutions available — approaches, providers, and pros and cons. This session will also take a look at what's ahead with payments and working capital management, what other types of solutions may come about when banking systems are more integrated with corporate financial systems, and which providers will be in the best position to serve the needs of corporations.


Case Study: Strategies for Successful Vendor Card Payments

Jill Farina – Manager, Accounts Payable
Aurora Health Care – Health Care Services
Bruce Bourdon – VP, Healthcare Channel Manager, U.S. Bank Corporate Payables Systems
U.S. Bank – Finance, Insurance, and Real Estate
Presentation Style – Interactive Facilitated Discussion
Business Management and Organization – 1.0 Credit
Basic #1410 – Updated Session

This session explores how a large healthcare organization transformed its AP department. Hear how an electronic payment solution delivers financial benefits, enhances control, increases spend transparency, and extends cash float. Plus, discover how collaborative success was achieved across the organizationreducing AP resources and some related benefits via a vendor self-service portal.


Debit Balance Prevention Strategies

Jody Brown – Senior Accounting Manager
Lowe's Companies Inc. – Retail
Presentation Style – Traditional PowerPoint
Management Advisory Services – 1.0 Credit
Advanced #1415 – Updated Session

Discuss proven strategies that will take your company's debit balance collection efforts to the next level. See firsthand how the Lowe's team was able to implement a game plan and ongoing strategy to drive debit balances lower through minimal write-offs and maintain that low level of debit balance through anticipation and prevention. There will also be a brief discussion on handling debit balance transfers with more than one currency.


Dynamic Discounting — New Benefits of AP Automation

Markus Ament – VP, Products and Solutions
Taulia Inc. – Business Services
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Intermediate #1420 – Updated Session

The session will cover the concepts and basics of dynamic discounting and how it is used to turn AP from a cost center into a profit center. The speaker will explain the various types of dynamic discounting, how it compares to supplier finance and reverse factoring, why it is the natural next step to any AP automation project, and how it can affect AP automation costs, such as OCR, e-invoicing, or workflow.


EBPP for the Rest of Us

Jack Kosmoski – VP, Product Manager
M&I Bank – Finance, Insurance and Real Estate
Co-Facilitator – TBA
Presentation Style – Traditional Power Point
Business Management and Organization – 1.0 Credit
Intermediate #1425 – New Session

Electronic bill presentment and payment has been around for a number of years. The very biggest companies have it (you may have paid your utility or phone bill online), but if you're not one of the biggest companies, you've largely been out of luck. However, a new business model, technology solution, and implementation model promise to bring this solution to a whole new market: the small and middle market. This session will discuss the advancement in EBPP solutions as well as invoice outsourcing and the integration of invoice outsourcing with online bill-paying capabilities.


EIPP Bootcamp

Mitchell Rose – VP, Marketing and Billing Strategy
Billtrust – Business Services
Brian Good – Senior Manager, Credit and AR
Puma – Retail
Ed Guadagno – Director, Credit and Collections
East Coast Metal Distributors – Distribution
Presentation Style – Interactive Facilitated Discussion
Business Management and Organization – 1.0 Credit
Intermediate #1430 – New Session

The use of EIPP (electronic invoice presentment and payment) is growing at a significant rate. During this complimentary pre-conference workshop, Billtrust Vice President Mitch Rose will take attendees on a deep dive into EIPP and how to deploy a successful program in their organization.

Topics will include:

• What is EIPP? 
• How EIPP fits into an organization's operations and strategic objectives
• Latest data on EIPP adoption
• The challenges with paper billing
• Building a business case for EIPP
• Overview of solutions available in the market
• How to compare different EIPP approaches
• How to evaluate EIPP vendors
• Best practices for implementing EIPP (including staff training)
• Best practices for driving electronic invoicing adoption 
• How to develop a plan for communicating your EIPP plans to partners
• Strategies for driving for electronic payment adoption and pitfalls to avoid
• Case studies of companies that have had success with EIPP
• Future predictions

The workshop also will cover key factors to consider when implementing EIPP.


Everybody Wins: Enhancing AP and AR Collaboration with Today's E-Payment Tools

Vijay Ramnathan – VP, Payables Program Strategy, U.S. Bank Corporate Payment Systems
U.S. Bank – Finance, Insurance, and Real Estate
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Intermediate #1435 – New Session

Yes, the phrase "win-win" is hopelessly clichéd, but it's a perfect way to describe the benefits of today's payment automation tools. Both buyer and seller can have equal, anytime visibility into data generated by the invoice presentment and payment process. Both can leverage payment automation tools to maximize cash flow advantage. Both are better protected from fraud, less prone to make errors in their statements, and stand to eliminate mounds of paper. In this session, learn about the next generation in AP-AR collaboration through the use of e-invoicing, e-payment, and other automation tools.


Getting "Geeked" About M-Commerce

Rob Bertke – Senior VP
Sage Payment Solutions – Business Services 
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Overview #1440 – New Session

Approximately 3 billion devices in the market can funnel mobile commerce transactions. More than cell phones, mobile solutions are the ability to deliver applications to users in many different environments. The advantage of conducting business anywhere, at any time, is huge. But security is essential. Forrester Research says m-commerce hasn't taken off in the U.S. for two main reasons: credit card security concerns and fear of a cumbersome user experience. Even so, consumers are mandating entry into this space. Session attendees will learn about the ins and outs of the current mobile payments landscape from both a self-professed "mobile transactions geek" and a payments industry veteran.


Improving Control and Visibility Across the International Payments Process

Ben Kavalec – VP, Commercial Sales
Travelex – Business Services
Presentation Style – Traditional PowerPoint
Management Advisory Services – 1.0 Credit
Intermediate #1445 – New Session

As part of a global economy, the payments process — domestic and international, incoming and outgoing — is becoming increasingly complex. From currency risk to cash management integration, businesses of all sizes seek innovative solutions to mitigate these challenges and streamline the process. The presentation will address challenges companies often face and outline the best practices in check-to-ACH conversion, resulting in both cost and time savings.


Objections Overruled: Overcoming the Top 5 Barriers to Expanding Electronic Payments

Vijay Ramnathan – VP, Payables Program Strategy, U.S. Bank Corporate Payment Systems
U.S. Bank – Finance, Insurance, and Real Estate
Co-Facilitator – TBA
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Intermediate #1450 – New Session

Efforts to automate payments for maximum cost and efficiency advantage often encounter internal barriers in organizations.

The most common objections:

• Change: We have no appetite to change our existing payment processes.
• Control: We need the old approval process, especially for big ticket purchases, and we're fearful of fraud.
• Cost: The provider charges an arm and a leg for the software.
• Data: We wouldn't be able to retain all the data.
• Tax matters: We require a tax review prior to payment.

This session will walk through the top five objections and demonstrate how to overcome each of these barriers. A.U.S. Bank customer will describe how his or her organization addressed some of these barriers successfully.


Online Payment Trends: Are Alternative Payments Still "Alternative"?


Angela Marsch – VP and Senior Product Marketing Manager
U.S. Bank – Finance, Insurance, and Real Estate
Dean Seifert – Senior VP, Sales
eWise – Computer Services
Presentation Style – Traditional PowerPoint 
Business Management and Organization – 1.0 Credit
Basic #1455 – New Session

This session will examine changing consumer behavior that is driving the growth of alternative payments through a discussion of market and industry trends that are shaping online e-commerce payments. The speakers will give an inside look into the next evolution of online payments through the global growth and domestic emergence of industry-led, online banking e-payments networks. Specifically developed for the unique security requirements of online payments, these networks allow consumers to authorize payments using their online bank via the merchant or biller website without requiring consumers to share, or merchants and billers to store, any financial data. Attendees will learn the differentiation of attributes of current alternative payment offerings and more specifically, how these networks deliver ease and security to consumers and offer merchants and billers an online payment option that reduces fraud and processing costs.


Pay Attention: Best Methods for Automating Expense, Corporate Card, P-Card, and Invoice Payments

Jessica Staley – Senior Program Manager
Concur – Business Services
Barb Cook - Senior Manager 
Tracy Bingen - Senior Manager
Target Stores - Retail
Suzanne Fassler - Director, Accounts Payable 
JCPenney Company, Inc. - Retail
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Intermediate #1460 – New Session

Payments are the most delicate part of the AP process. Pay too much too soon and you could find yourself stuck in a cash flow pickle. Pay too late and you're plagued with vendor calls, irritated employees, and finance charges. Pay the wrong amount and you're, well, not good. With all of these challenges, it seems that strategically managing thousands of payments is practically unachievable — or is it?

Attend this session to learn about automated payment trends and options to help strike the right balance.


Payment Terms and Disbursement Strategies

Chris Evanoff – Principal
Soltec Inc. – Business Services 
Presentation Style – Traditional PowerPoint
Business Management and Organization – 1.0 Credit
Intermediate #1465 – Updated Session

A formalized supplier payment strategy can add significant value to an organization whether the objectives of the organization are to improve cash flow, take early payment discounts, or streamline the payment process. Critical to capitalizing on this opportunity, however, is alignment of procurement and finance on a consistent supplier payment strategy. For best-in-class companies, having such strategy has shown that a significant improvement in working capital and other cost reductions can be achieved through the successful implementation of payment term and disbursement best practices. The strategy for optimizing supplier payment terms is centered on the utilization a set of consistent and optimum payment terms with a cost effective disbursement method.

This session will provide the following:

• What is my credit period going to be? 
• What is my actual payment float period? 
• What are my company's cash flow requirements? 
• What is the company's borrowing strength? 
• How often do I want to pay suppliers?
• Elements of working capital improvement
• Determining payment terms and frequencies
• Disburse methods: electronic funds transfer, checks, and credit cards