connections that advance your career. - institute of ... · pdf file– david pietz,...

GOLD SPONSORS:

TITLE SPONSOR:

REGISTER BY MARCH 17, 2017 AND SAVE UP TO $300:l iofm.com/ar-conference

l 207-842-5557 l [email protected]

Produced in association with :

May 10-12, 2017 Disney’s Yacht & Beach Club Resort®

Lake Buena Vista, FL

The connections that advance your career.

The training that propels you forward.

Disney’s Yacht & Beach Club Resort®

REGISTER BY MARCH 17, 2017 AND SAVE UP TO $300!

2 iofm.com/ar-conference • 207-842-5557 • [email protected]

STRATEGIES, TOOLS, AND CONNECTIONS that’ll benefit receivables professionals of all levels:

• Accounts Receivable Manager

• Accounts Receivable Specialist

• Cash Application Manager

• CFO

• Collections Manager

• Credit Administrator

• Credit Supervisor

• Finance Director

• Financial Supervisor, Treasury

• Director of Accounting

• Director, Order-to-Cash

• Shared Services Manager

• Treasury Analyst

• VP, Global Business Services

• VP, Order-to-Cash

4 CONFERENCE TRACKS cover everything you need to know and more for 2017:

Track A: AR & O2C Strategies & Leadership

Track B: Credit & Collections

Track C: AR Best Practices

Track D: AR & O2C Automation Case Studies

EXCLUSIVE ATTENDEE RATE: $219 per night + taxes if reserved by April 14.

BOOK EARLY FOR BEST AVAILABILITY AT: iofm.com/ar-conference/venue

800-803-5804

In your downtime, enjoy the casual elegance of

Disney’s Yacht & Beach Club Resorts® at Walt

Disney World® Resort. Relax in the plush lobby

filled with nautical touches, explore the 3-acre

water wonderland of Stormalong Bay, rent a

motorboat, or enjoy the spa.

Use Disney’s complimentary bus transportation

from your hotel to explore Walt Disney World®

Resort Theme Parks. Between sessions,

catch up on email in one of the functional

meeting spaces with complimentary WiFi.

REGISTER BY MARCH 17 AND SAVE UP TO $300 OFF

THE DOOR PRICE! iofm.com/ar-conference

(207) 842-5557 [email protected]

VENUEDisney’s Yacht & Beach Club Resorts®

1700 EPCOT RESORTS BOULEVARD

LAKE BUENA VISTA, FLORIDA

“I liked the variety of industries that the

speakers came from. It provided an opportunity to

learn how other companies that provide similar or different services/products operate

their O2C process.“

Sarah RileyAccounts Receivable Supervisor, Snelson Companies, Inc.


Join the community of nearly 20,000 financial operations professionals worldwide who have earned certification through IOFM.

Accounts Receivable Certification TrainingPresented by: Pam Miller, Senior Trainer, IOFM

WEDNESDAY, MAY 10 | 8:00AM – 4:00PM

The ARM and ARS designations are globally recognized standards of excellence in the Accounts Receivable profession. The training course was developed by leading experts and trainers to formalize the fundamentals of the profession and then dig deep into the specific

skills required to become a true leader in AR. Covering critical topics like order processing, credit management, billing, collections, and internal controls, the program is a must for anyone dedicated to a successful career in AR. Earning certification as an Accredited Receivables Specialist (ARS) or an Accredited Receivables Manager (ARM) signifies that an individual or department has demonstrated the depth of knowledge required to excel in today’s complex business environment.

Order-to-Cash Certification TrainingPresented by: John Salek, Vice President, Order-to-Cash, Genpact

WEDNESDAY, MAY 10 | 8:00AM – 4:00PM

IOFM’s O2C Certification is designed to equip sales, credit, billing, AR and collection leaders and practitioners to understand the Order-to-Cash process and the alignment and interaction of its elements. The goal of the program is to enable leaders to harmonize

discrete processes into a smooth set of end-to-end operations transparent to customers, enhancing customer experience and facilitating successful business operations. The O2C Certification Program provides critical guidance on each element as well as the overall O2C process to align and enhance the business goals of increasing sales while protecting the cash. Certification recognizes leaders and practitioners’ knowledge and expertise in the individual and overall aspects of Order-to-Cash, demonstrating their unique preparation to lead and support O2C process collaboration, integration and performance, enabling their organizations to realize the value in this essential process.

CERTIFICATIONS

The IOFM Spotlight Awards were developed to

recognize noteworthy achievements and outstanding

efforts in financial operations. Spotlight Awards for

achievements in AR will be presented at the May

2017 AR & O2C Conference. IOFM’s committee will

review nominations and select a slate of finalists and

a single winner for each of the four categories.

NOMINATION DEADLINE: MARCH 17, 2017 • MAKE YOUR NOMINATIONS AT: IOFM.COM/SPOTLIGHT-AWARDS

RECOGNIZE IMPORTANT ACHIEVEMENTS IN ACCOUNTS RECEIVABLE. Nominate yourself, your supervisor or your colleague. Nominations now being accepted for the following Awards:

] AR Manager of the Year] AR Department of the Year] Credit/Collections Manager of the Year] Credit/Collections Department of the Year

IOFM SPOTLIGHT AWARDSDoes your Manager or Director demonstrate outstanding, inspirational leadership?

Has your department gone above and beyond to improve process and implement best practices?

Earn your certification for FREE by registering before March 17 with promo code FREECERT

“The whole experience was life

changing for me. The fact I got to listen to people that really understand AR was a relief. I came back to work with a

new perspective.“

Silvia VillalobosAR Manager, SunOpta


WEDNESDAY, MAY 10* PRE-CONFERENCE *

8:00am - 4:00pm PRE-CONFERENCE – FULL DAY PROGRAMS (See pages 3 & 7 of the brochure for more information)

9:00am - 12:00pm PRE-CONFERENCE – HALF DAY MORNING WORKSHOPS (See page 7 of the brochure for more information)

1:00pm - 4:00pm PRE-CONFERENCE – HALF DAY AFTERNOON WORKSHOPS (See page 7 of the brochure for more information)

* CONFERENCE KICK-OFF *

4:00pm - 6:00pm PEER-TO-PEER ROUNDTABLES

6:00pm - 7:00pm OPENING RECEPTION

CONFERENCE AGENDA

Agenda continued top of next page

Agenda subject to change.

THURSDAY, MAY 11 THURSDAY, MAY 118:10am - 9:15am OPENING KEYNOTE: It’s Showtime! Own the Moment When Your Spotlight Shines

– Jon Petz, CSP, Keynote Speaker on personal performance, Author & Performer

* SESSION TRACKS *

TRACK A: AR & O2C STRATEGIES AND LEADERSHIP

TRACK B: CREDIT & COLLECTIONS

TRACK C: AR BEST PRACTICES

TRACK D: AR & O2C AUTOMATION CASE STUDIES

9:30am - 10:30am

Panel: How to Get the Biggest Bang for Your Automation Buck! Moderator: Mark Brousseau, Special Projects Editor, IOFM

The Human Factor of Your Credit Department – Youri Pinard, President, HR-Credit

Cross-Discipline Education Dissection & Resolution – Ellen Farish, Senior Operations Manager, Shared Financial Services, Southwire

Basware and Customer Case Study

11:15am - 12:15pm

Aligning Corporate and Order-to-Cash Strategies For Success – John Salek, Vice President - Order-to-Cash, Genpact

Accepting Credit Card Payments for Your Commercial Credit Sales – The Risks and Opportunities – Scott Blakeley, Esq., Partner, Blakeley LLP; Brad Boe, Director of Financial Services, Performance Food Group

How the Revised Uniform Unclaimed Property Act is Impacting AR – Karen L. Anderson, J.D., Senior Manager, State and Local Tax, Unclaimed Property, KPMG LLP

Billtrust and Customer Case Study

1:30pm - 2:30pm

Order-to-Cash Transformation: E2E Process Managed in One Business Stream – So What? – Les Smeyers, Director of Finance, Global Business Services, Celestica

Effective B2B Collection Strategies – Nancy Cotter, Accounts Receivable Operations Manager, Weight Watchers

B2B Retail: Collect in Full and Prevent Discounts – Monica Rodriguez Santoyo, Global Process Owner Lead, Johnson Controls

HighRadius and Customer Case Study

2:40pm - 3:40pm

Keeping Staff Motivated and Engaged with ETE – Steven A. Privitera, Premium Receivable Supervisor, A.I.M. Mutual

Credit Application Language – Lorna Walker, Esq., CLLA, Sweet & Walker, PC; Ted Hamilton, Esq, Partner, Wetherington Hamilton, P.A.

Managing Sales Tax Exemptions – Diane L. Yetter, President, YETTER

Session to be Announced

4:15pm - 5:15pm PEER-TO-PEER ROUNDTABLES

5:15pm - 7:00pm NETWORKING RECEPTION


CONFERENCE AGENDA

“The multiple tracks were very

helpful in determining which sessions to

attend.“

Clem Mazgelis Product Management-Receipts, Webster Bank

FRIDAY, MAY 12* SESSION TRACKS *

TRACK A: AR & O2C STRATEGIES AND LEADERSHIP

TRACK B: CREDIT & COLLECTIONS

TRACK C: AR BEST PRACTICES

8:15am - 9:15am

Shared Services – From Resistance to Respect – Beata Stanek, Senior Manager, Shared Services, Votorantim Cimentos

Managing a Global AR Organization – Chris Viau, Sr. Manager, Worldwide Customer Financial Services Corporate Finance, Autodesk, Inc.

AR & Treasury Collaboration – Add Value by Streamlining Processes Together – Stacy Pickett, Supervisor, Accounts Receivable, Vulcan Materials

9:30am - 10:30am

Building a Great Team Through Engagement – Jason Rupaka, ARM, Accounts Receivable Manager, Foley Services

FSCM - Mission DSO at Yaskawa America, Inc – Elizabeth Chamorro, Manager, Credit and Collections, Yaskawa America, Inc.

The Deduction Deluge – David Pietz, Accounts Receivable and Treasury Manager, Altra Industrial Motion

11:15am - 12:15pm

Payment Trends: What’s Hot and What’s Not – Mary Hughes, Sr. Payments Consultant, Federal Reserve Bank of Minneapolis

Something Wicked This Way Comes: Preparing for a Customer Bankruptcy – Beau Hays, Principal Hays Potter & Martin, LLPL, CLLA

The Human Side of AR: Finding & Engaging Talent – Carol Lucci, AR Supervisor, ServiceLink

12:15pm - 1:15pm LUNCH & IOFM SPOTLIGHT AWARD PRESENTATION

1:30pm - 2:30pm The Importance of Effective Order-to-Cash in a Competitive World – Monica Rodriguez Santoyo, Global Process Owner Lead, Johnson Controls; Chris Viau, Sr. Manager, Worldwide Customer Financial Services Corporate Finance, Autodesk, Inc.; Les Smeyers, Director of Finance, Global Business Services, Celestica; John Salek, Vice President - Order-to-Cash, Genpact

Credit & Collections

Decentralized Departments

Centralized Departments

Order-to-Cash Strategies

PEER-TO-PEER ROUNDTABLESOne of the most popular features of every conference! Wednesday, May 10 • 4:00pm - 6:00pm Thursday, May 11 • 4:15pm - 5:15pm

ROUNDTABLE TOPICS INCLUDE:Exchange ideas and share experiences and solutions with AR, credit, & collections professionals in your industry or similar department size.


l Nightly networking receptions

l Giveaways, raffles, & prizes

l Professional head shots: give your LinkedIn and professional profiles an update!

l Special rates on Disney park passes

KEYNOTE PRESENTATION

THURSDAY, MAY 11 8:15am - 9:15am

It’s Showtime! Own the Moment When Your Spotlight ShinesJON PETZ, CSP, Keynote Speaker on personal performance, Author & Performer

Meeting expectations in today’s

world? Not enough. Just getting

by? Not an option. Flying under the

radar? No way. In this engaging and

funny session Jon takes the audience

through the powerful process of

taking OWNERSHIP for their own

actions – and seizing every day, every

experience, and every opportunity in

the process.

LEAVE SOME TIME FOR FUN!

But it goes beyond that. With a membership to the AR & O2C Network, the learning doesn’t stop after the conference is over! Once you’re back home and ready to implement some of the new tricks you’ve just learned, it’s time to hit up aro2c.com to find tools, resources, and templates that will

make it all stick!

PLUS, YOU’LL BE ABLE TO CONNECT WITH YOUR FELLOW MEMBERS ON THE FORUMS AND FIND OUT HOW THEY’RE TACKLING THE SAME CHALLENGES.

MEMBERSHIP TO THE AR & O2C NETWORK SAVES YOU $300 ON YOUR CONFERENCE REGISTRATION.

MEMBERSHIP + A R & O2C CONFERENCE =

THE PERFECT MATCH!

aro2c.com


FULL DAY WORKSHOP 8:00am – 4:00pm FREE WITH VALUE PASS!

Women’s Summit: Career Advancement and Personal Empowerment for Women WORKSHOP CHAIR: Judy Bicking, Senior Trainer, IOFM

MORNING WORKSHOPS 9:00am – 12:00pm

Key Strategies for Building and Retaining a High Performance Team Dick Finnegan, Speaker, Author, & CEO, C-Suite Analytics

How to Prepare Excel Data Without Formulas or Macros Jeff Lenning, Microsoft Certified Trainer, Excel University

Sales Tax 101: What You Need to Know Diane Yetter, President, YETTER

AFTERNOON WORKSHOPS 1:00pm – 4:00pm

Step-by-Step: The Keys to Creating and Implementing a Winning Automation Plan Mark Brousseau, Special Projects Editor, IOFM

Measuring for Value Jess Scheer, Continuing Education Manager, IOFM

PRICING EARLY BIRD RATEEXPIRES 3/17/17

STANDARD RATEAFTER 3/17/17

CONFERENCE PASS (Includes all sessions, meals, and receptions from 4:00pm on Wednesday, May 10 to 2:30pm on Friday, May 12)

AR & O2C Network Members $1,195 (SAVE $200!) $1,395

Non-Members $1,495 (SAVE $200!) $1,695

VALUE PASS (includes all of the above PLUS one Full Day Workshop)

AR & O2C Network Members $1,795 (SAVE $300!) $2,095

Non-Members $2,095 (SAVE $300!) $2,395

WORKSHOPS HALF & FULL DAY DATE TIME PRICE

Women’s Summit: Career Advancement and Personal Empowerment for Women Full Day May 10 8:00am - 4:00pm $795

Sales Tax 101: What You Need to Know Half Day May 10 9:00am - 12:00pm $395

How to Prepare Excel Data Without Formulas or Macros Half Day May 10 9:00am - 12:00pm $395

Key Strategies for Building & Retaining a High Performance Team Half Day May 10 9:00am - 12:00pm $395

Step-by-Step: the Keys to Creating and Implementing a Winning Automation Plan Half Day May 10 1:00pm - 4:00pm $395

Measuring for Value Half Day May 10 1:00pm - 4:00pm $395

CERTIFICATIONS DATE TIME PRICE

Accounts Receivable Certification Training May 10 8:00am - 4:00pm $795

Order-to-Cash Certification Training May 10 8:00am - 4:00pm $795

WORKSHOPS

YES! PLEASE REGISTER ME FOR THE AR & O2C CONFERENCE!

WEDNESDAY, MAY 10

Workshops provide the kind of in-depth education you can’t get online, through corporate training programs, or at any other AR event! Space is limited. Secure your spot when you register!

FREE WITH

VALUE PASS!

FREE WITH

VALUE PASS!

Institute of Finance & Management 121 Free Street Portland, ME 04101

Register by March 17 & save up to $300 off the door price! • iofm.com/ar-conference • 207-842-5557 • [email protected]

REGISTER BY MARCH 17, 2017 SAVE UP TO $300

“I particularly enjoyed the peer-to-

peer roundtables. I plan on keeping in touch as we all were experiencing some of the same challenges and

opportunities.“

Matthew NelsonDirector, Client Services, Kforce Professional Staffing

Register by March 17 & save up to $300 off the door price! • iofm.com/ar-conference • 207-842-5557 • [email protected]

The connections that advance your career.

The training that propels you forward.

“The mix of panelists, from banks to service

providers to clients, is very beneficial.“

Jason ReevesLockbox Product Manager, Regions Bank

“It was nice to hear that others

experience some of the same issues that I do, and to listen to their

feedback.“

Kim KamerlingAccounts Payable Manager, ArcBest Enterprise Solutions

May 10-12, 2017 Disney’s Yacht & Beach Club Resort®

Lake Buena Vista, FL

connections that advance your career. - institute of ... · pdf file– david pietz,...

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