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June 9-11, 2010
At the
Hyatt Regency Mission Bay Spa and Marina - San Diego
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Venue Agenda
Speakers
Increase your ROI by choosing from among three pre-conference workshops the day before the main event*!
Pre-Conference Workshops:
Wednesday, June 9, 2010 Concurrent Sessions | | 8:00 AM to 4:30 PM | AP Certification Training & Exam Pam Miller, APM Director Accounts Payable BMC Select
IOMA is pleased to bring you this fast-paced, one-day training program that will quickly get you up to speed on a dozen areas that comprise the primary responsibilities of todays multi-tasking AP specialist, including: invoice handling, checks, 1099s, e-invoicing, and audits. The program is ideal to train new staff in a hurry, to give long-term staff a refresher course, and to prepare to take the accounts payable specialist (APS) or accounts payable manager (APM) certification exam, presented by IOMA and The Accounts Payable Network (TAPN). By the end of the day, all attendees will be prepared for the certification exam (optional), which can be taken either directly following the program or online, at a later date.
| 9:00 AM to 12:00 PM
| Basics of AP Automation Workshop Ted Klein, APM, Education Director IOMA Accounts Payable Programs
The AP profession is all abuzz about AP Automation, and for good reason. Automation is proven to generate greater cost savings and overall efficiency. And the reality is, if you dont start building an AP automation toolkit soon, you could very well risk having your work outsourced overseas. In an effort to help you select the one or two automation options that will successfully mitigate your specific pain points (e.g., late payments, discrepancies, purchase order processing, data entry, duplicate payments, etc.), this workshop will provide a clear, comprehensive overview of the many automation options available to you, today: imaging for document retention, adding transaction workflow to front-end imaging, e-invoicing, optical character recognition, evaluated receipts settlement, negative assurance, electronic data exchange, automated travel and expense reporting, p-cards, automated clearinghouse and direct deposit. If you want immediate, optimum results this is your first step. | | 1:00 PM to 4:00 PM | How to Do an AP Process Review Workshop Jon Casher, APM, President Casher Associates, Inc.
This workshop offers a unique opportunity to be led through a professional AP process review and analysis by IOMAs Senior AP Advisory Services consultant. You will walk away with an immediate action plan for your department that will pinpoint specific areas to improve processes, cut costs, and increase productivity. You will learn where to look, what questions to ask, and different options for improvements; plus, youll receive tools to help you with the task at hand, including an outline of what should be in your final report to your boss and a real-world example of a process review analysis and report. Normally, this type of guidance costs thousands of dollars at IOMAs AP Automations 2010 Conference, it is available at a very affordable price. Dont let this opportunity pass you by!
FREE BOOK! Attend this workshop and receive a free copy of IOMAs fully revised Complete Guide to AP Best Practices (a $379 value!), which includes over 500 best practices for every area of your AP department.
*Please note: Workshops run concurrently.
| | *You must register for Pre-Conference Workshops separately from the main 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.
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.
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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.
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*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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