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Member Benefits | Contact Us | Active Surveys
 

AP Autmation-SanDiego

June 9-11, 2010

At the
Hyatt Regency Mission Bay Spa and Marina - San Diego


Conference HomeRegister NowVenuePre-Conference WorkshopsAgendaSpeakersDownload the Brochure


Agenda

We’re continuing to build the full agenda, so be sure to check back often!

Pre Conference Seminars
Wednesday, June 9

Concurrent Sessions

IOMA/TAPN's AP Certification Program*

7:30 AM to 9:00 AMRegistration and Networking Breakfast
9:00 AM to 12:00 PMIOMA/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 PMNetworking Lunch for Workshop Attendees
1:00 PM to 3:00 PMIOMA/TAPN's AP Certification Program

Includes Coffee Break 2:30 PM to 2:45 PM

3:00 PM to 4:30 PMAccredited Payable Manager and Accredited Payable Specialist Certification Exams (Optional, $220*)

Basics of AP Automation - Morning Workshop*

7:30 AM to 9:00 AMRegistration and Continental Breakfast
9:00 AM to 12:00 PMBasics of AP Automation
Ted Klein, APM, Education Director
IOMA Accounts Payable Programs

Includes Coffee Break 10:15 AM to 10:30 AM

How To Do An AP Process Review - Afternoon Workshop

12:00 PM to 1:00 PMNetworking Lunch for Workshop Attendees
1:00 PM to 4:00 PMHow 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

7:00 AM to 8:15 AM Registration and Networking Breakfast in the Exhibit Hall
8:15 AM to 8:30 AM 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 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
9:15 AM to 9:30 AM Meet Sponsors and Exhibitors
9:30 AM to 10:00 AM Coffee and Networking in Exhibit Hall
10:00 AM to 11:00 AM
Concurrent Sessions
A. Implementing Imaging and Workflow in a Rapidly Growing Global Company
Veronica Steffan, Business Process Owner for Procure-to-Pay
Juniper Networks
B. AP Solutions Provider - Brainware
C. One-on-One Consultation
IOMA's Advisory Services Consultants
11:00 AM to 12:00 PM
Concurrent Sessions
A. Using AP Automation Including E-Invoicing to Change AP
Tische Smith, CPA, AAC Controller
URS Corporation
B. AP Solutions Provider - Concur
C. One-on-One Consultation
IOMA's Advisory Services Consultants
12:00 PM to 1:00 PM Luncheon and Facilitated Round Table Discussions
1:00 PM to 1:30 PM Dessert in Exhibit Hall
1:30 PM to 2:30 PM
Concurrent Sessions
A. Automating AP Using Software as a Service (SaaS)
Clint Landman, former Vice President Corporate Compliance,
Colonial REIT
B. AP Solutions Provider - Metaviewer
C. One-on-One Consultation
IOMA's Advisory Services Consultants
2:30 PM to 3:30 PM
Concurrent Sessions
A. Automating Payments and Reconciliation with Cardless Accounts
Paul Bernstein, CTP, Vice President of Treasury Operations
Bresnan Communications
B. AP Solutions Provider - Basware
C. One-on-One Consultation
IOMA's Advisory Services Consultants
3:30 PM to 4:00 PM Refreshments and Networking in Exhibit Hall
4:00 PM to 5:00 PM Building the Business Case
Pam Miller, APM
Director Accounts Payable,
BMC Select
5:00 PM to 6:00 PM Cocktail Reception in Exhibit Hall


AP Automation Main Event - Day 2
Friday, June 11

7:30 AM to 8:15 AM Continental Breakfast in Exhibit Hall
8:15 AM to 9:15 AM Developing an RFP and Selecting a Vendor
Steve Iannarone, APM
Accounts Payable Consultant
9:15 AM to 10:15 AM
Concurrent Sessions
A. Working Harder to Pay Right
Anita Givens, Supervisor, Accounts Payable
Continental Airlines
B. AP Solutions Provider - AvidXchange
C. One-on-One Consultation
IOMA's Advisory Services Consultants
10:15 AM to 10:45 AM Coffee, Networking & Prize Drawings in Exhibit Hall
10:45 AM to 12:00 PM Town Hall
Andy Dzamba, APM, Editor-in-Chief, AP Publications
Institute of Management and Administration

This year we’ve 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!

CPE75 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.

IOMA/TAPN Certification 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.

Gold Sponsor(s)

Metaviewer

Avid Exchange

Concur

Brainware

Basware

Silver Sponsor

ADP

Sponsored by:

TAPN