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June 9-11, 2010
At the
Hyatt Regency Mission Bay Spa and Marina - San Diego
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Venue
Pre-Conference Workshops Agenda
Speakers
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Agenda
Were continuing to build the full agenda, so be sure to check back often!
Pre Conference Seminars
Wednesday, June 9
Concurrent Sessions
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IOMA/TAPN's AP Certification Program*
| | 7:30 AM to 9:00 AM | Registration and Networking Breakfast | | 9:00 AM to 12:00 PM | IOMA/TAPN's AP Certification Program
Pam Miller, APM, Director Accounts Payable
BMC Select
Includes Coffee Break 10:15 AM to 10:30 AM | | 12:00 PM to 1:00 PM | Networking Lunch for Workshop Attendees | | 1:00 PM to 3:00 PM | IOMA/TAPN's AP Certification Program
Includes Coffee Break 2:30 PM to 2:45 PM | | 3:00 PM to 4:30 PM | Accredited Payable Manager and Accredited Payable Specialist Certification Exams (Optional, $220*)
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Basics of AP Automation - Morning Workshop*
| | 7:30 AM to 9:00 AM | Registration and Continental Breakfast | | 9:00 AM to 12:00 PM | Basics of AP Automation
Ted Klein, APM, Education Director IOMA Accounts Payable Programs
Includes Coffee Break 10:15 AM to 10:30 AM | |
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How To Do An AP Process Review - Afternoon Workshop
| | 12:00 PM to 1:00 PM | Networking Lunch for Workshop Attendees | | 1:00 PM to 4:00 PM | How to Do an AP Process Review Jon Casher, APM, President Casher Associates, Inc.
Includes Coffee Break 2:30 PM to 2:45 PM | | *You must register for Pre-Conference AP Certification Program and Exams, Basics of AP Automation and How to do an AP Process Review Workshops separately from the main conference. Meals and breaks are for certification and workshop attendees only. |
AP Regulatory Main Event
Thursday, June 10
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7:00 AM to 8:15 AM
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Registration and Networking Breakfast in the Exhibit Hall
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8:15 AM to 8:30 AM
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Welcome and Opening Remarks Jon Casher, APM, President Casher Associates, Inc. Perry Patterson, Vice President and Publisher, Institute of Financial Management | |
8:30 AM to 9:15 AM
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IOMA 2010 AP Automation Survey Results and Key Trends Jon Casher, APM, President Casher Associates, Inc. Andy Dzamba, APM, Editor-in-Chief, AP Publications Institute of Management and Administration
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9:15 AM to 9:30 AM
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Meet Sponsors and Exhibitors
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9:30 AM to 10:00 AM
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Coffee and Networking in Exhibit Hall
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10:00 AM to 11:00 AM Concurrent Sessions
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A. Implementing Imaging and Workflow in a Rapidly Growing Global Company Veronica Steffan, Business Process Owner for Procure-to-Pay Juniper Networks
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B. AP Solutions Provider - Brainware
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C. One-on-One Consultation IOMA's Advisory Services Consultants
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11:00 AM to 12:00 PM Concurrent Sessions
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A. Using AP Automation Including E-Invoicing to Change AP Tische Smith, CPA, AAC Controller URS Corporation
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B. AP Solutions Provider - Concur
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C. One-on-One Consultation IOMA's Advisory Services Consultants
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12:00 PM to 1:00 PM
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Luncheon and Facilitated Round Table Discussions
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1:00 PM to 1:30 PM
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Dessert in Exhibit Hall
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1:30 PM to 2:30 PM Concurrent Sessions
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A. Automating AP Using Software as a Service (SaaS) Clint Landman, former Vice President Corporate Compliance, Colonial REIT
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B. AP Solutions Provider - Metaviewer
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C. One-on-One Consultation IOMA's Advisory Services Consultants
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2:30 PM to 3:30 PM Concurrent Sessions
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A. Automating Payments and Reconciliation with Cardless Accounts Paul Bernstein, CTP, Vice President of Treasury Operations Bresnan Communications
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B. AP Solutions Provider - Basware
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C. One-on-One Consultation IOMA's Advisory Services Consultants
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3:30 PM to 4:00 PM
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Refreshments and Networking in Exhibit Hall
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4:00 PM to 5:00 PM
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Building the Business Case
Pam Miller, APM Director Accounts Payable, BMC Select
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5:00 PM to 6:00 PM
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Cocktail Reception in Exhibit Hall
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AP Automation Main Event - Day 2
Friday, June 11
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7:30 AM to 8:15 AM
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Continental Breakfast in Exhibit Hall
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8:15 AM to 9:15 AM
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Developing an RFP and Selecting a Vendor
Steve Iannarone, APM Accounts Payable Consultant
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9:15 AM to 10:15 AM Concurrent Sessions
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A. Working Harder to Pay Right
Anita Givens, Supervisor, Accounts Payable Continental Airlines
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B. AP Solutions Provider - AvidXchange
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C. One-on-One Consultation IOMA's Advisory Services Consultants
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10:15 AM to 10:45 AM
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Coffee, Networking & Prize Drawings in Exhibit Hall
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10:45 AM to 12:00 PM
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Town Hall Andy Dzamba, APM, Editor-in-Chief, AP Publications Institute of Management and Administration
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This year weve expanded the conference to include several concurrent sessions, allowing you to choose from two tracks designed to present high-level, cutting-edge topics concerning AP technology and automation.
- Track A sessions: case studies designed to deliver information, tools, and skills necessary to develop and maintain a world-class automated AP environment.
- Track B sessions: presentations by AP Solution Providers on their approaches to automating AP functions.
- Track C sessions: One-on-One consultations with IOMA's Advisory Services Consultants.
Continuing Education Credits Available!
IOMA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on The National Registry of CPE Sponsors. State boards of accountancy
have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North,
Nashville, TN, 37219-2417. Web site: www.nasba.org. Earn 6 CPEs for the AP Certification Training, 3 CPEs for the Basics of AP Automation Workshop, 3 CPEs for the How to Do an AP Process Review Workshop and
9.5 for the conference.
The IOMA/TAPN AP Certification Program is designed to establish standards for the profession and recognize AP professionals who, by possessing related work experience and passing a comprehensive
exam, have met stringent requirements for mastering AP. Earn 6 CEUs for the AP Certification Training, 3 CEUs for the Basics of AP Automation Workshop, 3 CEUs for the How to Do an AP Process Review
Workshop and 6 CEUs for the conference. Up to 12 CEUs total.
Substitutions & Cancellations: Should you be unable to attend for any reason, please inform us IN WRITING prior to May 26, 2010 and IOMA will give you a full refund less a $100 administrative fee. If you cancel after May 26, 2010, you may request a courtesy transfer to use at any IOMA event of equal or lesser value. The courtesy transfer must be used within one year of the date of your originally scheduled event. Substitutions of enrolled delegates may be made at any time, please call IOMA at 800-401-5937 ext. 2 to let us know before June 2, 2010 if possible.
Special rates are available for groups of 2 or more and for association members. Please call 800.401.5937 for more information.
Speakers and sessions are subject to change without warning.
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Gold Sponsor(s)





Silver Sponsor

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