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The Institute of Financial Operations is a non-profit, membership-based professional association serving the financial operations ecosystem, with a particular focus on the accounts payable discipline. The Institute grew out of the merger of four associations: International Accounts Payable Professionals (IAPP), International Accounts Receivable Professionals (IARP), the National Association of Purchasing and Payables (NAPP), and The Association for Work Process Improvement (TAWPI).

Based in Orlando, FL, with affiliates in the U.S., and Canada, The Institute serves as a global voice, chief advocate, recognized authority, acknowledged leader, and principal educator for people in financial operations. The Institute has a community of nearly 50,000, which includes 9,000 members and customers, and an additional 41,000 financial operations professionals.

                           

    
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Upcoming Events

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Pennsylvania Local Chapter Meeting

Friday, November 15th

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Canada Local Chapter Meeting

Tuesday, November 19th; 11 a.m. to noon MST

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Progress on the Path of Payments Improvement: An Update from the Federal Reserve

Thursday, November 21, 2019; 2 to 3 p.m. EST

Over the years, the Federal Reserve has worked alongside the industry to pursue real-time, safe, highly secure, efficient, broadly inclusive and ubiquitous payment services in the U.S. During this session, attendees will learn about the efforts of industry work groups focused on real-time payments...

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Maximize the Efficiency of your Accounts Payable Invoice Process

Thursday, December 12, 2019; 2 to 3 p.m. EST

Is your accounts payable process not as efficient as you’d like? Are manual tasks bogging down accounts payable processors, not allowing their true potential to be achieved? This presentation will discuss the options available for automating your accounts payable invoice process...

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Spring 2020 Certification Testing Window

Registration Deadline: February 14, 2020

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SouthEast Regional Forum: SERF 2020

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Earn your CAPP or CAPA designation
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Earn your CPEs in this flexible format


What's Happening?

Accenture and SAP® Build Prototype that Uses Distributed Ledger Technology to Enable More Efficient, Secure and Reliable Payments Between Banks and Customers. Read more here.


United States Faster Payments Market Forecasts, 2019-2024: Building the Foundation - ResearchAndMarkets.com. Read more here.


B2B Finserv Embraces New Faster Payment Rails. Read more here.


Targeting Accounts Payable For Digital Automation. Read more here.


Deluxe Treasury Management Expanding Integrated Receivables Functionality with Deluxe Bill Pay and AR.Bots. Read more here.


Mastercard Expands Bill Pay Exchange Partners. Read more here.


Stop Suffering The Sting Of Anti-Work-From-Home Policies! Read more here.


ABBYY Pumps FlexiCapture with Machine Learning Technology to Process Enterprise Content at Industry Leading Rates. Read more here.


AP Innovations Begin Targeting Supplier Acceptance. Read more here.


Why Real Time is The Game-changer For Corporate Cash Pros. Read more here.


Independent Market Survey Reveals 64% of ERP Deployments Have Been Breached in the Last 24 Months. Read more here.


Submissions Open for 2020 FIS Impact Awards Program. Read more here.


MineralTree Adds Payments and Banking Veteran Vijay Ramnathan as President. Read more here.


DataVisor Strengthens Fraud Detection Solutions with Advanced Rules Engine. Read more here.


Bottomline Advances Paymode-X AP Automation Solution. Read more here.


Societe Generale Chooses FIS Managed Solution to Provide Instant Payments for Corporate Clients in Europe. Read more here.


Drowning In Email? Read more here.


The Invoice Innovation That’s On The Roadmap Of 75 Percent Of AP Professionals. Read more here.


Global Payments Completes Merger with TSYS, Creating Preeminent Technology-Enabled Payments Company. Read more here.


Brex’s Corporate Card for NetSuite Achieves ‘Built for NetSuite’ Status. Read more here.


More Than Half of Companies Still Use Paper and Spreadsheets to Manage Supply Chain Risk, Creating Significant Issues in Managing External Contractors and Suppliers. Read more here.


Avalara Announces 22 Newly Certified Integrations into Business Applications. Read more here.


Visa’s Kevin Phalen: Making The Case For B2B Payments’ Innovation Progress. Read more here.


Snow Software Delivers Automated Compliance for Oracle to Help Enterprises Optimize Technology Spend. Read more here.


Treasury, IRS Release Final and Proposed Regulations on New 100% Depreciation. Read more here.


As The Wind Blows, The Shift From Paper To P2P Payments Builds. Read more here.


Banks and Fintechs Are Global Leaders in Payments Innovation, Study by ACI Worldwide and Ovum Reveals. Read more here.


Public Companies Wrestle with Enhanced Auditor Reporting and Prepare for Impact on Corporate Disclosures, Accounting Controls and Investor Relations. Read more here.


Wealth and Asset Management Firms Streamline Account Data Collection and Invoice Approval Using Fee Billing from Fiserv. Read more here.


Verint Expands Leadership with New Customers Adopting Advanced Fraud and Security Technologies. Read more here.


The Canadian Payments Landscape: Forecasts Through 2019-2024 - ResearchAndMarkets.com. Read more here.


8 Things Leaders Do That Make Employees Quit. Read more here.


The Cash Flow Connection To Accounts Receivable. Read more here.


Kabbage Acquires Radius Intelligence, Adding Insights from Over 20 Million Small Businesses to Its Platform. Read more here.


Security Summit warns of new IRS impersonation email scam; reminds taxpayers the IRS does not send unsolicited emails. Read more here.


IRS TIN Matching Program Video. Decrease the number of notices you receive from the IRS. Help perfect W-9 data before filing Forms 1099-MISC. Reduce Backup Withholding problems. Watch the video here.


IRS What you need to know about Backup Withholding VideoWhat is backup withholding? Who is responsible for backup withholding and how do you report it? Where can you get help? Watch the video here.


IRS TIN Matching Tools. Learn about the TIN Matching Program, offered by the IRS, and The Social Security Number Verification Service (SSNVS), offered by the Social Security Administration. Read more here.


How Digital Transformation Can Keep The Financial Services Sector Sustainable. Read more here.


Discrepancy Management…Taming the Beast. Read more here.


Latest Supplier Sentiment Survey by Taulia Finds 62% of Suppliers Now Looking for Early Payment – up From 54% In 2016. Read more here.


Capital One to Acquire Portland Credit Services Provider BlueTarp Financial. Read more here.


AP Automation: Speeding Up the Approval Process Read more here.


Bottomline Technologies Powers Real-time Payment Innovation through Partnership with Starling. Read more here.


Walmart Outsourcing Undetermined Number of Jobs at Charlotte Facility. Read article here.


AccuFund Partners with Gray CPA Consulting to Deliver the AccuFund Financial/ERP Management System in Texas and Louisiana. Read more here.


Billtrust Partners with Comdata as Business Payments Network Continues to Scale. Read article here.


New Survey: AP Customer Service SurveySubmit your response here.


Overwhelming Number of Internet Users now Fear Becoming a Victim of Identity Theft and Account Takeover -- and Most are Right. Read article here.


The Institute announces exclusive, highly discounted rates to AFP 2019 Conference for IFO Members. Read more about the event here.


2019 FON Vendor Onboarding Survey ReportView more information here.


Metafile Information Systems and ACOM Solutions form Strategic Partnership: View more information here.


2019 AFP Fraud and Control Survey Report: View more information here.


White Paper: 10 Proven Steps to Accounts Payable Automation Success: View more information here.


City Treasurer Tricked Into Wiring $100K US to Fraudster.
Read more here.


Stand Out from the Crowd by Earning Your CAPP/CAPA. According to a study released by the U.S. Department of Labor, individuals who hold a professional certification or license have higher earnings than those who don't among all education levels. Read more here.


Microsoft Dynamics Users Drowning in Paper in Accounts Payable Operations. Survey Shows Low Levels of AP Automation Among Dynamics ERP Users, Making AP More Tactical, Less Strategic than Peers. Read more here.


Read Why FLEETCOR bought Nvoicepay, here.

NICE Robotic Automation Expands Partnership with ABBYY, Offering the Most Comprehensive End to End Digitization of Business Processes. Read more, here.


The Institute of Financial Operations (IFO) announces the date for the 2019 SouthEast Regional Forum: Please join us in Atlanta, GA at the 2019 SouthEast Regional Forum. Read more about the event, here.


2019 Standard Mileage Rates for Business, Medical, and Moving Announced. View updated rates, here.

White Paper: Eradicating Invoice Exceptions. View more information, here.

New Columbia Business School study finds that 26 percent of perpetrators of financial reporting misconduct – largely CEOs and CFOs – experience an overall gain: Read more here.


Wolters Kluwer Empowers Tax & Accounting Firms to Proactively Engage Clients Through Intelligent Predictive Analytics with CCH Axcess iQ: Empowering Professionals to Take Advantage of Automation to Focus on Strategic Advisory Services. Read more here.


The Institute of Financial Operations (IFO) has released the newly updated CAPA manual and review series: Check out the new CAPA manual and review series with updated content. You can purchase these items, here.
IRS Warns of Scam: Read the full news article here.