Regional Chapter Forums Regional Chapter Forums

 
IFO Fusion plans cancelled? Not to worry, we've got you covered! Your chapter leaders have come together to create this second installment of the IFO Northeast Regional Event where fellow industry professional and experts will come together in beautiful Providence, RI for a full day of educational sessions, best practices, industry trends, and of course, great networking. What's more? Earn 5 CPE's for attending! Speaker topics include Risk & Fraud Mitigation, Data & Analytics, Technology, and Trends & Best Practices. Great door prizes and meals provided.
   
Location: The Rhode Island Foundation, Providence, RI
Attendance Fee: Register here. $45 Member and $75 Nonmember – Includes breakfast, lunch, snacks, and up to 5 continuing education credits
Directions: Driving | There are multiple routes into Providence depending on your point of origin; please utilize a trusted GPS or mapping software
  Amtrak | Providence Station (PVD) is located ½ mile from our venue. Follow Exchange Street south to Francis Street S. (short walk or ride)
Hotel Information: We have negotiated a discounted room rate of $189 plus tax at Hotel Providence. These rooms are at a first-come, first-served basis only. Please book your room as soon as possible.

Hotel Providence
139 Mathewson Street
Providence, RI
02903
Parking: Public parking available at Union Station Garage, 5 Memorial Blvd. or Union Full Station Parking Lot, 11 Memorial Blvd. Details at parkdowntownprovidence.com.
   
Agenda:  
May 15 Welcome reception and networking event
7:30 - 9 p.m.: 
Hotel Providence
139 Mathewson Street
Providence, RI
02903
May 16 Full-day regional event
8:30 a.m. - 3:30 p.m. The Rhode Island Foundation
1 Union Street
Providence, RI
02903
   
8:30 - 9 a.m. Registration and breakfast
9 - 9:10 a.m. Welcome and introductions
9:10 - 10 a.m.

Educational Session #1
Leveraging Big Data & Social Sciences within Accounts Payable

Strategic Audit Solutions presents Jason Buro | Valurity Analytics

Track: Data and Analytics
NASBA Track:  Business Management and Organization - 1.0 CPE

Join this discussion on how to leverage big data marketing techniques to isolate and correct problematic areas within the AP world.  Hear what is happening in the IT/Data world and what AP should be looking for to assist their teams, their data assets, and their organizations.

10 - 10:50 a.m.

Educational Session #2
Behavioral Communication Strategies for Today's Successful Business Leaders
Gretchen Guertin, MS | Associate Professor, Retired | Johnson & Wales University

Track: Leadership & Development
NASBA Track:  Personal Development - 1.0 CPE

Communication is not a solo endeavor. Connecting, negotiating and problem-solving require enhanced skills. How can we be sure that the message we are sending is the one being received. Are we actively listening for cues that the message is being understood? Knowing our own DiSC style and the styles of others can dramatically impact our communication skills. The most effective leaders and managers are superb communicators. Developing the skills and attitudes necessary for excellent communication can transform our professional and personal environments. Please join us to discuss DiSC styles, explore resources and develop an action plan to begin this process.

10:50 - 11:20 a.m. Morning break
11:20 a.m. - 12:10 p.m.

Educational Session #3
The Importance of Accurate Supplier Data to Drive High-Impact SCF & AP Automation Programs

Dave Wischerath, Regional Director, Taulia | Doug Markle, Sr. Vice President, Lavante

Track: Finance Technology
NASBA Track:  Business Management and Organization - 1.0 CPE

Over the last year, Supply Chain Finance has graduated from a conceptual buzzword to a core organizational strategy to increase competitive advantage, working capital, and profits. As is the case with AP payment programs, AP analytics, and other similar supplier-centric initiatives, the ability to effectively leverage and scale a global AP Automation or SCF program is only as good as the underlying data used to do so. This session, presented by leading finance technology experts, will discuss the challenges in the financial supply chain, and how a lack of accurate and timely supplier data is crippling program results across the board. Further, discussions will cover how leading organizations are bridging the supplier information divide to scale eInvoicing and supplier financing solutions to their entire supply chains. Join in on the discussion of why scalable financial supply chain optimization is critical and how this could impact the world's largest buyers, and their suppliers.

12:10 - 1:15 p.m. Networking lunch
1:15 - 2:05 p.m.

Educational Session #4
Financial Operations Fraud 101

Phil Benvenuti, CIA, CFE | Sr. Director of Internal Audit | Pegasystems

Track: Risk & Fraud Mitigation
NASBA Track:  Management Advisory Services - 1.0 CPE

Presented by recognized fraud expert Phil Benvenuti, this highly informative discussion will cover what Financial Operations professionals need to know about fraud, and how to combat it. Phil brings his own experiences in managing Internal Audit, forensic accounting, investigating fraud, and regulatory compliance, as well as lessons taught in his work as adjunct professor to graduate students. Specific discussions will include a definition of what fraud is within the corporate Finance environment, common fraud schemes, the cost of fraud, mitigation techniques, and using The Fraud Triangle model. Hear revealing insights about both the victims and the perpetrators of fraud, and learn strategies around best practices to bring to your organization to help create an anti-fraud culture.

2:05 - 2:20 p.m. Afternoon break
2:20 - 3:10 p.m.

Educational Session #5
Understanding the Disconnect Between the AP Process & Purchasing

Strategic Audit Solutions presents Dan Schneider, CEO | SIB Fixed Cost Reduction, LLC
Track: Trends & Best Practices
NASBA Track:  Business Management and Organization - 1.0 CPE

How vendor agreements can be written to make it easier for AP to verify they are not being over charged.  What are the tricks of the trade and how can AP work with Purchasing to eliminate the lost revenue?

   
Charity Sponsor: Amos House has been selected as an outside charity to Sponsor in our meeting, specifically Amos House's Financial Opportunity Center (FOC) services which are integrated across all of Amos House's programs, including education, job training, and housing programs that serve homeless and low income individuals and families. Recommended donations include Visa gift cards in $25 denominations that will be used for the FOC's Savings Incentive program. Other helpful forms of donations include any variety or size of personal hygiene products which will be used to fill one of the 15,000 packets distributed each year. Cash donations are also always welcome. Help us to help others!!
   
Registration: Purchase pass here. Please register early, space will fill up quickly and seating for this event is very limited. Those who plan to attend this event will need to register in advance as walk-ins will not be accepted.
   

On behalf of your chapter leaders and the Institute of Financial Operations, we thank you for your continued support and look forward to seeing you in Rhode Island!!

*** NOTE SPACE IS LIMITED ***