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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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Fall 2019 Certification Testing Window

Registration Deadline: August 16, 2019

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Texas Local Chapter Meeting

Wednesday, August 21, 2019; 11 a.m. to 1 p.m. CDT

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Canada Local Chapter Meeting

Tuesday, September 17, 2019; 11 a.m. to noon MDT

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Leading with the Brain in Mind

Thursday, September 20, 2019; 2 to 3 p.m. EDT

In this webinar, participants will learn about basic parts of the brain and the role each part plays in human functioning. Participants will then learn how to have brain based conversations, learn with the brain in mind, and recognize which basic needs are most important to their employees...

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Form 1042 and 1042-S Leading Practices

Thursday, October 17, 2019; 2 to 3 p.m. EDT

The Form 1042 and 1042-S seemingly become more challenging each and every year. Come get your questions answered as we spend time discussing leading practices for compliance, how to effectively review Forms 1042 and 1042-S, and what red flags you should be on the lookout for...

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AFP 2019

October 20-23 in Boston, MA

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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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Spring 2020 Certification Testing Window

Registration Deadline: February 14, 2020

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Certification programs

Earn your CAPP or CAPA designation

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Earn your CPEs in this flexible format


What's Happening?

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.


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.