1441 Boot Camp

Cyrus Daftary – Partner
Burt, Staples & Maner, LLP
Jill Dymtrow – VP, Consulting
Compliance Technologies International
Taxes – 4.5 Credits
PC4 – New Session 
ADDITIONAL FEES APPLY

This bootcamp is a perfect introduction to the compliance requirements of the the IRS 1441 rules, or a great overall refresher covering documentation, withholding and information return reporting — the cornerstones of 1441 compliance. If you're new to 1441 compliance or if you have been managing documenting foreign vendors, calculating the rate of withholding and/or reporting — this course provides a great overview, including the history of the rules as well as updates that will be required over the next several years. Topics covered will include: collecting Forms W-8, 8233 and W-9 from payees, validating and maintaining Forms W-8, determining rates of withholding using the tax profile of the payee and the income type paid, reporting on Forms 1042 and 1042-S; and an introduction to FATCA.

Introduction to Managing Operations

Steve McNair – President
FTP Consulting
Business Management and Organization – 4.5 Credits
PC5 – New Session 
ADDITIONAL FEES APPLY

This one-day workshop is designed to introduce all levels of supervisors and management to the basic concepts of effective and efficient operation management.  The workshop provides an introduction to a broad spectrum of management concepts, as well as to the tools required to run an effective and productive business process.

Based on FTP Consulting Services' highly successful international Managing Operations training class, the workshop introduces the student to the main topics of running an operation, while providing practical hands-on exercises.  Each hands-on exercise reinforces the principals and concepts taught while building the student's confidence and familiarity.

Organizations of all sizes can immediately put this actionable information to work in their operations to improve productivity, lower processing costs, reduce errors and customer complaints, and increase processing windows.

Participants will be introduced to methodology and practice using proven tools that allow them to:

• Staff to work available
• Identify and prioritize quality issues
• Build operational redundancy
• Learn the value of unit cost management

   

The P-Card Boot Camp

Aaron Bills – Chief Operating Officer
3Delta Systems Inc.
Business Management and Organization – 4.5 Credits 
PC6 – New Session
ADDITIONAL FEES APPLY

Take a deep dive into why p-cards are thriving in corporate accounts payable and accounts receivable departments -- and the strategies for implementing a successful program at your organization. 

This complimentary half-day boot camp will review the origins and history of emerging card-based procurement and payment systems to set the stage for understanding their use in AP and AP.

Boot camp participants will learn:

• What market forces are in play to drive and accelerate card based transactions.
• Why many firms prefer card transactions to check or ACH for receivables.
• Why many firms want to pay using card-based disbursements and how to build your own business case for accepting and using p-cards. Some case studies will be shared.
• What type of technologies and approaches are being used in the marketplace and how to select the right one for your organization.
• Why "balance" in the buyer/seller trade relationship is key to p-card scale and longevity.
• Best practices in developing and launching a program, including partner enrollment.
• What controls should organizations are using for p-card programs and successful strategies for managing fraud and risk when using and accepting p-cards.
• What new data security and regulatory issues may come into play in 2011 and beyond -- and what your organization should be doing to prepare.

   

How to do a Process Review to Streamline Your AP Operation

Jon Casher – President
Casher & Associates Inc.
Management Advising Services – 4.5 Credits
PC7 – New Session 
ADDITIONAL FEES APPLY

In many surveys conducted over more than 10 years, the three top goals that senior management has for accounts payable have consistently been: cut costs, reduce staff and improve timeliness. Although no two AP organizations are alike, they are all under pressure to meet these goals and related challenges. Even AP organizations that are highly efficient are under pressure to continuously improve.

Improvement strategies should include changes to policies, procedures and automation as well as enhancement of staff capabilities. It is necessary to have a clear and comprehensive understanding of the current situation, an understanding of where you need to be, and an approach to identifying and evaluating alternatives to get you there.

This workshop will provide a detailed approach to assessing your AP operation. You will learn the skills needed by the team that you put together to perform the review and checklists that will help them do the process quickly. You'll learn who should be interviewed and what questions to ask. You'll find out what processes to observe and what to look for. You'll find out about resources you can and should draw on help you identify recommendations appropriate for your findings and your organization. You'll learn how to organize and present your findings and recommendations and what should go into your report and your action plan. You'll find out how to prioritize recommendations so that measurable results can be achieved quickly. You'll receive suggestions for presenting recommendations in a clear and concise form along with the supporting information needed to implement them.

You'll come away from this workshop to help you prepare an action plan for your department that will pinpoint specific areas for you to improve your processes, cut costs, and increase productivity.

Business Writing for "Numbers People"

Sponsored by Financial Operations Matters
Laureen Crowley, Editor in Chief
Diane Sears – Senior Editor
IAPP, IARP, and TAWPI
Communications – 1.0 Credit
PC9 – New Session 
FREE

Want to communicate and expand your professional knowledge through words? Do you know what goes into a well-written article or document? Do you know what's legal and fair to use and how to avoid plagiarism or copyright problems?

Learn tips on researching and writing business materials that include:

• Policies and procedures
• Articles
• Research reports
• White papers
• Case studies

Also find out how using LinkedIn and other digital communication avenues can help boost your professional standing.

Take home written guidelines on these topics: 

• 15 types of business articles
• 10 myths of business writing
• 5 steps of writing
• 5 steps of editing
• 6 steps of pitching
• 10 tips for smoothing

   

2 to 4 p.m.

Change Management Benchmarking for Accounts Payable 

Chris Evanoff - Principal
Soltec Inc.
Business Management and Organization - 2.0 Credits
PC9 – New Session 
ADDITIONAL FEES APPLY

Accounts payable change management is essential to the effective implementation of any AP best practices. Consequently, change management entails thoughtful planning and sensitive implementation, and above all, consultation with, and involvement of, the people affected by the changes. Additionally, a clear understanding and evaluation of resources, costs and transaction volumes are essential prior to any change initiatives. Consequently, comprehensive benchmarking of the organization needs to be completed with specific strategies defined for each type of transaction and process.

Responsibility for managing change lies within the AP management, which must manage the change in a way that employees can cope with. Whenever an organization imposes new business practices and processes on its employees there will be difficulties. This session is critical for any organization that is currently involved in any major changes or is planning any type of improvement initiative in accounts payable.

Topics include:

• What is accounts payable change management?
• Mindset changes
• Adapting your organization to predefined solutions
• Implementation tools and critical path
• Benchmarking, current transactions and cost analysis