Join us in New York!
March 11-12th, 2010
At the
Sheraton New York Hotel &Towers
811 Seventh Avenue at 53rd Street • New York, NY 10019
Policies & Procedures for Handling the Latest Regulatory and Tax Changes
Conference Home •
Register Now •
Venue •
Agenda •
Speakers
Thursday, March 11, 2009 (the day before the regular conference begins)
Seminar Leader: Jon Casher, APM, President, Casher Associates, Inc.
IOMA's exclusive research shows that on average, salaries for AP professionals with certification are 8.1% higher than those who are not certified. AP Directors can see a salary jump of 8.9%!
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 today’s multi-tasking AP specialist.
The program is ideal for training new staff in a hurry, giving long-term staff a refresher course, and for preparing 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, which can be taken either directly following the program or online, at a later date.
Topics Covered:
- Invoice Handling
- Master Vendor File
- Audits
- Sales & Use Tax
- 1099
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- Duplicate Payments
- Working with Purchasing and AP
- e-Invoicing
- P-Cards
- And More!
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- Checks
- Discounts
- T & E
- Unclaimed Property
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For more information about either the seminar or the exam, please contact Ted Klein, Director of Education, IOMA via email at tklein@ioma.com.
Please see the Agenda for the day's schedule.
Seminar Leader: Marianne Couch, Esq., Founder, COKALA Tax Information Reporting Solutions, LLC
This updated training program for Form 1099 reporting compliance will show you not only what is reportable but which payees are reportable — and all in time to identify the payments you are required to report for Tax Year 2010.
Key takeaways:
How the new gross receipts reporting affects your credit card reporting obligation
How to determine whether a Form W-9 you receive from the vendor is reliable
How to identify reportable payments
Which payees are exempt from reporting, and what documentation is needed to support exemption
How to distinguish between U.S. and non-U.S. persons, and how to apply the 30% withholding requirement to payments of U.S. source income
How to determine which Form W-8 is needed for payments to non-U.S. persons
Best practices for avoiding liability for the 28% backup withholding
New changes to your reporting obligations currently being considered by Congress
Please see the Agenda for the day's schedule.
 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 (www.nasba.org). The AP Certification seminar qualifies for 6 CPE Credits, the 1099 seminar qualifies for 5 CPE Credits and 7.2 CPE Credits for the AP Regulatory Compliance Conference. No pre-requisite courses, advanced preparation or experience required.
 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. Receive up to 14 CEU credits toward APM, APS, or APD recertification: 3 CEUs for the IOMA/TAPN AP Certification Program and 3 CEUs for passing the Certification exam or 6 for Form 1099 Boot Camp and 8 CEUs for the AP Regulatory Conference!
You must register for Pre-Conference AP Certification Program and Exams and 1099 Boot Camp separately from the main conference. Meals and breaks are for certification and 1099 seminar attendees only.
Special rates are available for groups of 2 or more and for association members. For more information, call John Watkins at 800-401-5937, ext. 4710 or email johnwatkins@ioma.com.
Speakers and sessions are subject to change without warning.
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