Michael Jefvert - PRGX Global Inc.
Presentation Style - Traditional PowerPoint
Business Management and Organization - 1.0 Credit
Intermediate #1665 - New Session

Through a detailed case study, learn how one of the country's leading senior living providers drove sourcing savings and process efficiencies along the entire procure-to-pay cycle through a combination of automation and outsourcing. Follow the journey from design to rollout to more than 430 facilities across the country. Learn how visibility to spend was enhanced, procurement processes were optimized, compliance was improved, and payables were streamlined, and gain insight into the pitfalls to avoid.

Effective Solutions for Your Internal Audit Team:Are You Currently Struggling to Get the Attentionof Your Technology Department?

Joanne Holland - Director, Accounts Payable
Wakefern Food Corp./Shoprite Stores - Retail
Joe Massanelli - President
Flextecs LLC - Business Services
Presentation Style - Moderated Roundtable Discussion
Auditing - 1.0 Credit
Intermediate #1600 - New Session

Learn how Wakefern Food/Shoprite's accounts payable internal recovery audit team enhanced its recovery process by using customized data analytics and e-mail discovery tools.

Expand Your Processing Vision: How to Optimize Multiple Business Processes Inside SAP -UPDATED

Tim Dubes - VP, Marketing
ReadSoft - Business Services
Presentation Style - Traditional PowerPoint
Business Management and Organization - 1.0 Credit
Basic #1605 - New Session

Shared services centers are formed with the promise of cost reduction, service improvement, and control management. Despite the effort to centralize processes, U.S. companies lose nearly 25 percent of every dollar they spend due to maverick purchases that miss out on preferred pricing and terms, according to a study by Aberdeen Group. The result of rogue spending is the loss of buying leverage with vendors, higher cost per transactions, and obfuscated transparency. Join this session to learn how you can engineer financial process workflows with real-world flexibility that allow users to "work within the system." We will share how web-based requisitions can automate the purchase order creation process to ultimately accelerate your workflow and increase precision in the entire process. Register today for real-world advice on systematically creating, directing, and refining transaction-based processes to prevent maverick spending.

Ensuring a Smooth Transition to Order-to-Pay Automation

Liz Ashey - Senior Product Manager
Bottomline Technologies - Business Services
Co-Facilitator - TBA
Presentation Style - Traditional PowerPoint
Business Management and Organization - 1.0 Credit
Intermediate #1610 - New Session

The Merriam-Webster dictionary defines "interoperability" as the ability of a system to work with or use the parts or equipment of another system. The ability of an order-to-pay automation solution to work with your existing banks, AP systems, ERP, and other business systems or tools is critical for speedy implementation and ROI, and for the success of the employees who will use it every day. Interoperability, however, need not come at the price of functionality.

DISCUSSION WILL INCLUDE:

- Why "seamless" integration of an order-to-pay automation solution with existing systems is critical to ROI and employee usability.
- Key interoperability considerations for an automationsolution (banks, ERPs, AP systems, and more).
- Suggestions for weighing solution features and functionality against integration issues, and how you can have the best of everything.
- A real-world example of what a successful order-to-pay solution implementation looks like for IT, AP, procurement, and treasury.

Evaluated Receipts Settlement a.k.a.Pay-on-Receipts

Chris Evanoff - Principal
Soltec Inc. - Business Services
Presentation Style - Traditional PowerPoint
Business Management and Organization - 1.0 Credit
Overview #1615 - Updated Session

Evaluated receipts settlement, also known as pay-on-receipt, is a process that eliminates the supplier's invoice from the procurement and disbursement process. Instead this process determines supplier payment based on accurate and timely purchase orders (price) and receiving (quantity) information. With its dramatic cost reduction potential and ease of implementation, this process has become one of the most sought-after best-practice solutions in North America. The ERS session addresses all of the principles, cost savings, and requirements of ERS, as well as techniques for implementation. ERS is not a software or technology solution, nor does it require electronic data interchange. ERS is a fundamental change in the procurement and disbursement process with a major focus on data quality in purchasing and receiving.

This session will provide you with:

- Complete understanding of the ERS process.
- Impacts of ERS to purchasing, receiving and accountspayable.
- Understanding the auditing, information systems, andsupply requirements.
- Implementation approach to achieve pilot launch.

Improve the Data Qualitywithin Your Supplier Population

Sherry DePew - VP, Customer Development
Lavante - Business Services
Presentation Style - Interactive Facilitated Discussion
Business Management and Organization - 1.0 Credit
Intermediate #1620 - New Session

Supplier information is integral to optimizing your relationships with your suppliers and for maximizing the value from your ERP system and other automated solutions. Well-maintained supplier data drives time and resource savings, as well as dollars to the bottom line. The biggest challenges to maintaining the quality of supplier data are the large volume of data being managed across multiple systems and departments as well as the near-immediate decay of that data after being recorded. Suppliers constantly undergo mergers, acquisitions, and employee churn that make maintaining accurate records a time-consuming and ongoing challenge.

Maintaining supplier data quality also plays a major role for maintaining compliance with regulations and internal controls such as OFAC screening and diversity tracking. As the number of regulations and controls grows, developing a strategy to manage supplier information has become more important now than ever as a method of managing compliance workloads and avoiding fines

Lavante will help you understand the data quality problem of the last several years and what you can do to improve your data quality and avoid the costs and wasted time associated with it.

Managing the End-to-End Source to SettleProcess to Maximize Business Value

Bruce Kelly - PRGX Global Inc.
Presentation Style - Traditional PowerPoint
Business Management and Organization - 1.0 Credit
Intermediate #1670 - New Session

Gain insights on how a leading organization is holistically managing the end-to-end purchasing and payables processes to deliver breakthrough results in the business value delivered from sourcing, purchasing, and invoice processing. Learn how the entity organizes its procurement and payables function under a single management structure, deploys a "center-led" procurement strategy, and implements an end-to-end process management approach to transform its entire source-to-settle processes. Discover how the organization is integrating procurement, finance, and cash management competencies to establish end-to-end process performance objectives and how it is collaboratively managing internal process and supply relationships to simplify, automate, and selectively outsource business activities to optimize operating efficiency, purchase spend value, and working capital to deliver maximum value to internal business customers.

Negotiating to Better Terms with the Harvard"7-Element" Method - Part 1 of 2

Robert Jaffe - Executive Managing Director
VPO Services, LLC
Presentation Style - Traditional PowerPoint
Business Management and Organization - 1.0 Credit
Advanced #1625 - New Session

This session provides training in the Harvard negotiation method for a more thoughtful and efficient approach for organizations targeting improvements in working capital and discounts in supplier negotiations. Discover how this unique process can be an opportunity to achieve better terms with a significant portion of suppliers who have less-competitive terms. Be able to immediately apply new preparation methodology when working with suppliers or others you want to motivate to "yes," and begin to generate and track significant new capital and discounts.

Session Objectives:

- Learn the gold standard method to prepare for negotiations, based on interests, quantitative and qualitative data, and profitable options.
- Gain enhanced skills and confidence through an organized strategy to achieve better results and stronger relationships with supply chain partners.
- Understand how to use a "sudden prep" form of the sevenelements (interests, constructive options, legitimacy, walk- away alternative, communication, relationship and committment) adapted from the "getting to yes" approach.
- Participate in a team exercise to prepare and apply the "seven-element" method and be able to immediately contact suppliers and negotiate improved terms.
- Take home a valuable training guide of the method,including a tool box of working capital and discountanalytics, negotiation tips, examples of completed suddenprep forms, plus the Getting to Yes Workbook.
- Receive a Terms Calculator™ tool that automatically compares the benefit of a discount to a net term and tracks P&L from a supplier-by-supplier negotiation program.

Negotiating to Better Terms with the Harvard"7-Element" Method - Part 2 of 2

Robert Jaffe - Executive Managing Director
VPO Services, LLC
Presentation Style - Traditional PowerPoint
Business Management and Organization - 1.0 Credit
Advanced #1630 - New Session

Partners in Process: Selecting the Right E-Payables Solution for Your P2P Program- NEW!!

Vishal Patel - Director, e-Payables Research
Ardent Partners
Presentation Style - Traditional PowerPoint Presentation
Business Management and Organization - 1.0 Credit
Intermediate #2225 - New Session 

As a partner in the P2P process, accounts payable often lags behind purchasing in automation adoption.  Although research has shown that AP automation can deliver great value to a company, there are literally thousands of companies that have yet to make that move.  Moreover, selecting the right solution is not a simple matter and one that needs great care to maximize its benefits.  Vishal Patel, Ardent Partners Research Director, will walk participants through an unbiased, research-based process of selecting the best-fit e-payables solution for the enterprise.

Purchasing Best Practices for AP

Chris Evanoff - Principal
Soltec Inc. - Business Services
Presentation Style - Traditional PowerPoint
Business Management and Organization - 1.0 Credit
Intermediate #1635 - Updated Session

This session will provide a number of best practices in the procurement cycle that are essential in simplifying and reducing the number of exceptions and mismatches that currently exist in accounts payable. In order to optimize and significantly improve any accounts payable process. It essential that purchasing organizations make necessary changes in order to simplify and improve the procure-to-pay cycle. The session will provide simple techniques to improve data quality in purchasing. Many of these best practices implemented on their own can provide a significant return to any company.

The session will cover:

- Purchasing role
- Purchasing strategies
    - Centralize buying power
    - Create vendor partnerships
    - Inventory reduction strategies

- Purchasing best practices
    - Issuing purchase prders and pata quality
    - Pricing and unit of measure
    - Supplementary charges
    - Sales and usetax
    - Price adjustments
    - FOB/freight and payment term

Small Cogs and Big Wheels:  How Diverse Suppliers Make the P2P Supply Chain More Efficient- NEW!!

Malik Ali - Executive Director
The Florida Minority Supplier Development Council
Presentation Style - Traditional PowerPoint Presentation
Business Management and Organization - 1.0 Credit
Intermediate #2230- New Session 

It has always been a well-tested economic principle that small business is the engine that drives the U.S. economy.  But did you know that U.S. corporations spent nearly $900 billion with minority suppliers and over $500 billion with woman-owned businesses?  Did you also know that 97 percent of all new small-business ventures are started by minorities or women?  Many mid-cap companies are now learning what the Fortune 500 already know:  Supplier diversity is a powerful force in the U.S. economy and can bring value, savings,and agility to your supply chain.  Further, MBEs - minority business enterprises -  and WBEs  - women business enterprises - are extremely technically savvy and can easily enhance the P2P workflow streams in your company.  Participants at this session learn more about this powerful force in the P2P lifecycle.

The Role of Finance in the Supply Chain

Eric Jones - Director, Corporate Payables
Lowe's Companies Inc. - Retail
Presentation Style - Traditional PowerPoint
Business Management and Organization - 1.0 Credit
Intermediate #1640 - New Session

The supply chain is no longer only about the logistical aspects of moving raw materials and finished goods from business to business and business to consumer, it is also about the conversion of those raw materials and finished goods into "money in the bank." Working together accounts payable, accounts receivable, automation, freasury, and banking professionals have created tools and solutions to reduce the cost of that conversion. This workshop will explore some of the tools and solutions that exist in the financial supply chain and discuss why they are important including; supply chain financing, electronic ordering, electronic invoicing, and web portals.

The System as a Key Player in the P2P Process - An Ariba Case Study- NEW!!

Facilitators from Ariba TBA
Presentation Style - Traditional PowerPoint Presentation
Business Management and Organization - 1.0 Credit
Intermediate #2235 - New Session 

Ariba was the pioneer in procurement automation, and over the years, it has extended its tool box to include the entire P2P lifecycle from requisition, to auctions, to spend management and payment.  But the newly merged IAPP-NAPP team understands that there is no simple, cookie-cutter approach to P2P.  Does the system scale to your needs, large and small?   Does it fit your budget?  Can it be easily maintained by existing staff?  The questions go on and on.  Ariba will bring a customer to present a case study that provides honest insights into its successes and struggles.  No sugar-coating here!  With both IAPP and NAPP members present, the hard questions are sure to be asked.  

Think Big, Start Small: Building YourOrganization's Purchase-to-Pay Strategy

Anna Bieneck - Regional Manager
Basware inc. - Business Services
Presentation Style - Traditional PowerPoint
Business Management and Organization - 1.0 Credit
Intermediate #1645 - New Session

Each organization faces a unique set of challenges when seeking to streamline the purchase-to-pay process - there is no "one size fits all" solution. This presentation explores how to build a purchase-to-pay strategy that fits your organization by building a road map for a successful strategy and using a "think big, start small" approach to execute that road map. It also examines the different areas of the process that can be optimized and reviews best practices for streamlining based on each organization's individual situation.

Why E-Invoicing and Dynamic DiscountingAre the Perfect Fit for Your AP Department

Bertram Meyer - CEO
Taulia Inc. - Business Services
Presentation Style - Traditional PowerPoint
Business Management and Organization - 1.0 Credit
Intermediate #1650 - New Session

The speaker will describe the key benefits of using a combined e-invoicing and dynamic discounting approach. A key focus will be various ways of supplier on-boarding, enrollment, and sign-up.

The session will cover the pros and cons of a supplier network and a standalone vendor portal and explain how they can co-exist. The second part will cover the integration points to dynamic discounting features and how they are available in major e-invoicing networks today for your supplier base. The session will discuss how the additional benefits easily pay for any e-invoicing and AP automation initiative.

Working Capital Tied Up in PoorlyManaged Payables?

Steve Bennion - Director, Sales
ReadSoft - Business Services
Jewals Ubl-Manager, Accounts Payable
Graco, Inc. - Retail
Presentation Style - Traditional PowerPoint
Business Management and Organization - 1.0 Credit
Basic # 1655 - New Session

While companies remain challenged to use employees in more value-added processes, AP departments are often caught in never-ending processing cycles with tedious, manual constraints ultimately prevailing over efficiency goals. Luckily, process improvements are within your means, as AP consistently remains one of the best places to find cost savings and a quick return on investment. Join this session to learn how best-in-class AP departments have realized increased visibility, better audit capability and compliance, increased efficiency, and reduction of time and effort with AP reform. We will review successful initiatives to achieve operational efficiencies in accounts payable, such as data capture and OCR, workflow, e-invoicing, document management and archives, and other components of process improvement.

Would You Like to Improve Your Procure-to-PayControls with a Controls Self-AssessmentProgram?

Chris Doxey - VP, Business Development
Business Strategy Inc. - Business Services
Presentation Style - Interactive Facilitated Discussion
Auditing - 1.0 Credit
Intermediate #1660 - New Session

This session will explore the components and implementation of a comprehensive controls self-assessment program for the procure-to-pay process. In fact, many companies have a CSA program already in place and they don't even know it. We'll look at the major components of procure-to-pay controls. This session will provide a step-by-step process to help with your implementation as well as templates, project outline, and test plans. Even if you are not required to adhere to the Sarbanes-Oxley Act of 2002, you'll appreciate this practical workshop.

Optimizing Source to Settle Business Value

PRGX Global Facilitator TBA 
Presentation Style - PowerPoint
Business Management and Organization- 1.0 Credit
Intermediate #1675 - New Session

Gain insights on how leading organizations are delivering break through results in optimizing the business value delivered from their source-to settle processes for indirect and services spend. While each organization is in a different stage (sustaining, evolving, and initiating) of the integrated source-to-settle transformation journey, hear first-hand how these companies have overcome the hurdles and broken through barriers associated with traditional process improvement initiatives and departmental silos. They are in the process of delivering maximum business value to their organizations, through optimizing internal operating efficiency, maximizing purchase spend value, and enhancing working capital management and free cash flow. Learn how each has integrated core competencies across Finance, Procurement and Cash Management creating end-to-end process objectives, delivering integrated action plans, and collaboratively managing internal process and supply base relationships to deliver maximum value to internal business customers. Compare and contrast the similarities and differences in each organization and learn how each leveraged spend analytics, proven process efficiency best practices, and working capital management optimization practices to craft and deliver their own unique value proposition for their stakeholders.

Receiving Best Practices for AP -New

Chris Evanoff - Principal
Soltext Inc. - Business Services
Presentation Style - Traditional PowerPoint
Business Management & Organization - 1.0 Credit
Advanced #2300 - Updated Session

This session will provide a number of best practices in the procurement cycle that are essential in simplifying and reducing the number of exceptions and mismatches that currently exist in accounts payable. Regardless of the industry, the objectives of the receiving function are to ensure all material shipments are received at a company's facilities are 100 percent accurate and are properly forwarded to the using activity (production, inventory, quality control, and/or using department). In order to optimize and significantly improve any accounts payable process, it essential that receiving organization establish well defined and clear policies and procedures that address every aspect of this very important activity, especially addressing the many exceptions that receiving can encounter. This session will provide best practices policies and procedures as well as some technology enablers that are used today by best-in-class companies. Many of these best practices implemented on their own can provide a significant return to any company.

The session will cover the following topics:

• Receipt and verification process
• Packing slip requirements
• Special receiving situations
• Supplier shipping discrepancies
• Receiving discrepancy tracking
• Processing of return/defective materials
• Packing slip retention
• Receiving technology enablers

Taking Savings Identification to the Next Level: Getting into the Weeds - New