CONTACT US FOR BEST
POSSIBLE PRICING!
PRESENTS
ASK ABOUT SPECIAL ACADEMIA DISCOUNT
CPE CREDITS AVAILABLE
6th BENCHMARK YOUR
PROCUREMENT AND
AP PROCESSES AGAINST
LEADING COMPANIES:
PROCTER & GAMBLE
EASTMAN KODAK
ONTARIO POWER
NEW!
GENERATION
BACARDI USA NEW!
FEBRUARY 23-25, 2009 • INTERCONTINENTAL WEST MIAMI • MIAMI, FL
BURGER KING
NEW!
CORPORATION
Streamlining, Standardizing and Sustaining the P2P Process
GAP INC.
to Reduce Costs and Deliver Improved Efficiency from End-to-End
WELLCARE HEALTH
NEW!
PLANS, INC.
LEARN FROM TODAY'S LEADING P2P PRACTITIONERS:
TYCO
Ramesh Krish Gregg Maxwell INTERNATIONAL LTD. NEW!
Director, Global Strategic Sourcing VP Controller
AMGEN SAFEWAY INC. UNIVISION NEW!
Neville Da Silva Larry Williams CENTERPOINT ENERGY NEW!
Director of Corporate Financial Global Payments Services
Processing Services Manager GAUTENG SHARED SERVICE
ONTARIO POWER GENERATION Procter & Gamble CENTRE
OSI RESTAURANT PARTNERS NEW!
OPTIMIZE YOUR P2P CYCLE BY LEARNING HOW TO:
EASTON BELL SPORTS NEW!
Align complementary organizational goals with purchasing and payment through process
assessment methodologies
ROYAL CARIBBEAN CRUISE
Achieve cost reduction and improved bottom line results through best practice sourcing LINES NEW!
and automation
Leverage supplier relationships with scorecarding and faster, more efficient payment systems BOEHRINGER INGELHEIM
Increase spend visibility and improve working capital management through dashboarding JOHNSON & JOHNSON
Develop a sustainable P2P environment with effective change management
SSON Member Discount – Save an extra 10%! See Page 7 for details.
Sponsors:
Media Partners:
REGISTER ONLINE AT WWW.IQPC.COM/US/PROCURETOPAY OR CALL US AT 1-800-882-8684

ABOUT OUR SPONSORS
6 th
For more than 20 years, Kofax has provided
award-winning solutions that automate
document-driven business processes by
managing the capture, transformation and
exchange of business-critical information arising in paper, fax and electronic
formats in a more accurate, timely and cost-effective manner. Kofax
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Travelex Global Business Payments, the world’s largest
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What’s changed? Cost control and cash have always been your transactions easy for any business. With North American
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advantage in your respective markets, you must eliminate unnecessary
As the leading global B2B e-Invoicing network, OB10
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I look forward to meeting you in Miami! documents. We offer invoices, forms, EDI, mailrooms and indexing business
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Organizations like Avon, CSC, Porsche and more are increasing business
efficiency with ReadSoft. www.readsoft.com
P Maximize your learning
.S. SPECIAL THANKS TO OUR
experience by attending our 2009 ADVISORY BOARD
Christopher Boucher
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Technology, ROYAL MAIL
Program Director See page 3 and register today! Carla Navarro, Financial Solutions, PROCTER & GAMBLE
Brad Singh, Manager, Shoreside Material Control and
IQPC and SSON Bonded Ops, Inbound Logistics, and RCI Inventory
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Beverly Strachan, Accounts Payable Manager,
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SPONSORSHIP AND EXHIBITION EARN CPE CREDITS!
OPPORTUNITIES
Sponsorships and exhibits are excellent opportunities for your company to showcase its products Penton Learning Systems d.b.a International Quality and Productivity
and services to high-level, targeted decision-makers attending the 6th Procure-to-Pay Summit. Center is registered with the National Association of State Boards of
SSON helps companies like yours achieve important sales, marketing and branding objectives by Accountancy (NASBA), as a sponsor of continuing professional
setting aside a limited number of event sponsorships and exhibit spaces – all of which are education on the National Registry of CPE Sponsors. State boards of
customer-tailored to assist your organization creating a platform to maximize its exposure at the accountancy have final authority on the acceptance of individual
event and to its attendees. courses for CPE credit. Complaints regarding registered sponsors may be addressed
to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700,
For more information on sponsoring or exhibiting at the 6th Procure-to-Pay Summit, please call Nashville, TN 37219-2417. Website: www.nasba.org
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This program stands as BASIC as there are no prerequisites or advanced preparation
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2 REGISTER ONLINE AT WWW.IQPC.COM/US/PROCURETOPAY OR CALL US AT 1-800-882-8684

PRE-CONFERENCE WORKSHOPS
Monday, February 23, 2009
8:00 am – 11:00 am 7:30 am Workshop Registration – Coffee/Tea
A Making the Case for Outsourcing P2P by Unlocking the Mystery of Delivering True ROI
Given the recent failures in the financial and credit markets, and the massive • Evaluate how risk mitigation enters into the ROI model
intervention of the Federal Government’s bailout, most companies are challenged to What will be covered:
find additional ways to cut costs and deliver a plan to increase revenue. Making • Determine what to outsource, how to execute and validate the ROI
the case for outsourcing is based upon understanding what to outsource, and • Understand the cost differences between offshoring, nearshoring and captives
creating effective cost models showing positive ROI. Too often, ROI is never realized • Evaluate costing models that have succeeded in delivering ROI
after implementation. We will discuss outsourcing benefits and how they relate to
reducing costs. In this session you will learn how to uncover the benefits and cost Workshop Leaders:
elements to build a true ROI model. Softtek is a Nearshore BPO provider who Mary Ellen Mitchell
specializes in P2P outsourcing processes for major Fortune 500 companies. Vice President, Global Sourcing and Procurement
SOFTTEK, INC.
How attendees will benefit:
• Learn about the market trends in P2P outsourcing Pedro Parra
• Recognize which areas to outsource Sourcing Initiatives Manager
• Understand the components of a successful cost model SOFTTEK, INC.
11:15 am – 2:15 pm 11:00 am Registration for Workshop B – Lunch will be served.
B Sustainable Change Management: Creating a Competitive Differentiator During P2P Redesign
Recognizing that your P2P needs to change is easy; enabling your organization in and/or technology
that plan for change is a difficult feat to overcome. The cornerstone to this is What will be covered:
identifying, understanding, supporting and influencing key individuals or groups to • Reposition highly skilled leaders capable of manning a specific stage in the P2P process
ensure buy-in and then build your P2P redesign around a strong “commitment to and that is set to perform at high level
action” with stakeholders. Though companies are driven by the need to consolidate • Understand key metrics that show a strong correlation of this methodology in
and streamline their processes for greater returns, the risk of stakeholder concerns addressing organization change management needs
conflicting with project goals is a major barrier in the change management process. • Identify key stakeholders affected by change and understand their needs and
This interactive workshop session will explore the keys to communication plans and clearly articulate how this change help them.
how to be an effective, dynamic strategic communicator. • Discover P2P technologies that makes the learning and adaptation process more
How attendees will benefit: efficient and engage in e-learning
• Accelerate 2-3 years of experiential learning into 6 months of finely-tuned Workshop Leader:
management P. John LaPorta
• Ensure faster ROI by utilizing coaching to develop change management plans and Service Area Leader: Americas
how best to communicate them IBM GLOBAL BUSINESS SERVICES
• Learn how to sustain change through gaining strong senior management
commitment and executing a strategy that is prepared to deal with new processes
2:30 pm – 5:30 pm 2:15 pm Registration for Workshop C
C Reducing Costs, Improving Supplier Relationships and Optimizing Cash Management:
Real-World Best Practices in P2P Automation
In an increasingly challenging economic environment, reducing administrative and • What you need to consider when selecting and implementing a supplier portal
processing costs associated with the P2P process has become a critical business • Real-work recipes for successful supplier enrollment and use
objective for most organizations, regardless of size, industry or markets served. How attendees will benefit:
Most large and mid-sized companies are taking steps to automate parts or all of the • Gain a framework for assessing the various capture technologies on the market in the
P2P process to achieve these efficiencies. For example, e-invoicing has emerged as context of the needs of your enterprise – and your supplier mix
the essential tool for automating and integrating invoice receipt and payments. • Understand the attributes of an effective supplier portal
Similarly, supplier portals can provide a vehicle for both suppliers and buyers to •
Understand best-practice approaches to using technology to reduce AP costs,
manage some of the most onerous and burdensome aspects of their relationships. improve supplier relationships, and enable optimized cash management
Taken together, e-invoicing and supplier portals can reduce costs in the P2P process,
improve supplier relationships and enable optimized cash management from end- Workshop Leaders:
to-end. In this highly interactive workshop, real-life examples presented by 170 Allen Carney
Systems, a worldwide leader in automating Finance processes. VP, Marketing
170 SYSTEMS
What will be covered:
• Trends in capture technologies, including e-invoicing, imaging and OCR Kevin Wilbur
• Best-practice approaches to e-invoicing Practice Leader
170 SYSTEMS
5:45 pm – 8:45 pm 5:30 pm Registration for Workshop D – Dinner will be served.
D Assessing and Improving Your P2P Function through Key Performance Indicators
Even though streamlining and essential tools in improving operational efficiency from the key indicators to work in your P2P operation
end to end, evaluating key indicators of the people and processes in place are the true • Ensure stakeholder approval and support with quality performance-based metrics
keys to transforming your P2P organization. BasWare, in cooperation with the Hackett What will be covered:
Group, has identified the KPIs of the purchase-to-pay process and developed them into • Realize process efficiencies by developing a personalized organizational model of the
a model in three business-critical processes: Purchasing, Accounts Payable and Travel & KPIs discussed
Expense Management. That model serves as a recommendation for organizations to • Increase overall control of company spend with business dashboards
follow in improving their own P2P operations by closely analyzing the entire end-to- • Maximize supplier value and implement procurement solutions around metrics
end process from the following areas: costs, quality, productivity, strategic alignment, attained in Accounts Payable
employee and supplier-specific issues.
Workshop Leader:
How attendees will benefit: Raymond Brungard
• Achieve cost savings and enable business agility by understanding key Head of Project Management for North America
procure-to-pay KPIs BASWARE
• Gain increased control over spend and realize real cost savings through putting
Sponsor: Media Partners: 3

MAIN CONFERENCE DAY 1
Tuesday, February 24, 2009
7:00 Registration and Coffee become critical. In this session, you will learn how to:
• Determine suitability of applying specific data measurement tools to
8:00 Chairperson’s Opening Remarks your P2P program to help you identify improvement opportunities
• Escalate process of gathering data to incorporate an end to end
8:15 KEYNOTE: The Journey into P2P: Achieving a process view to measurement and analysis
Complete End-to-End Process through Purchase and • Apply measurement techniques to acquire key insights into
Payable Integration underlying business processes to help develop effective
This session will explore one organization’s roadmap in developing, intervention strategies
implementing and deploying the procure-to-pay component of the
Ramesh Krish
business into a complete end-to-end function through the successful and
Director, Global Strategic Sourcing
ongoing integration of people. In this session, you will learn how to:
• Set your P2P project up for success using project management
AMGEN
tools and strategies
• Leverage process tools to accurately capture your current state
9:50 Morning Networking Break
and future processes
• Integrate employees into the P2P landscape through end-user
10:30 Five Steps To Automating Accounts Payable
Kofax presents a five-step approach for automating an accounts
buy-in, comprehensive training and leadership development
• Ensure a sustainable and adaptable P2P model through
payable operation, including describing the typical costs of
processing invoices manually and the savings that can be achieved
performance scorecarding and the ongoing assessment of systems
with each of the incremental steps.
Julienne Sugarek
Andrew Pery
Process Project Consultant
Chief Marketing Officer
CENTERPOINT ENERGY
Kofax
9:05 KEYNOTE: Enhancing P2P Redesign with Process Max Hendricks
Excellence Methodologies Solution Marketing Manager
Data measurement remains the key to unlocking greater efficiency Kofax
and lower costs in Purchasing and AP. Though many
methodologies like Lean Six Sigma have become embedded in Brad Niemiec
companies’ DNA, knowing when and when not to use it in P2P Director, Accounts Payable
and which data capture methodologies to specifically apply have Oakwood Worldwide
Procurement Track AP Track
11:20 ROUNDTABLE DISCUSSION: Improving the P2P ROUNDTABLE DISCUSSION: Maximizing the Potential
Function through Change Management of Your Payables: Paperless Automation and
This roundtable discussion will explore the various ways Payment Compliance
organizations have integrated employees after P2P process When and if your AP function has been automated, it is
improvements have been initiated through change important to ensure the sustainability and continued growth of a
management initiatives. Specifically, this roundtable will discuss robust division of the P2P cycle that works in close cooperation
the following topics in change management: with Purchasing. This roundtable will discuss the following issues:
• Building awareness of the need for change and senior executive • Exploring the most effective ways to ensure suppliers are onboard
sponsorship by developing skills and knowledge that supports change with automated payment systems
• Transitioning employees under the P2P umbrella into a complete and seamless • Establishing key metrics for AP automation, including cost savings
process by ensuring proper leadership is managing and reinforcing change • Developing strategies to ensure timely payments through internal
• Creating methods to sustain changes, including measurement AP controls
systems, rewards and reinforcement of P2P organizational vision
Tracie Jaser
Associate Director, Disbursements
BOEHRINGER INGELHEIM
12:15 Networking Lunch
1:10 Achieving Sustainable and Competitive Market Increasing End-to-End Efficiency by Driving Payment
Advantages through Strategic Sourcing Initiatives Automation with Suppliers
Acquiring goods and services at the best possible prices combined with E-invoicing has emerged as the essential tool for automating and
optimal vendor arrangements is important in reducing overall costs. integrating invoice receipt and payments. Yet, the time and effort
However, problems arise when organizations fail to take full advantage required to enroll a critical mass of suppliers into the program can be a
of strategic sourcing initiatives to leverage their P2P practice. In this major obstacle to success. In this session, you will learn how to:
session, you will learn how to: • Define specific incentives for successful supplier adoption, including
• Leverage improved relationships with suppliers by partnering with AP creating payment portals and create incentivized enrollment
to understand payment history • Provide training to transition suppliers from paper checks and wires
• Improve the procurement function by assessing contract costs, terms to ACH payments
and conditions and engaging in e-bidding • Ensure that suppliers continue to understand the importance of
• Control final negotiations with suppliers through negotiation onboarding by building open lines of communication with the
strategies vendor community
• Develop strong audit and continuous improvement monitoring
Jorge Rodriguez
Eduardo Sanchez Director of Accounting Operations
Director, Strategic Sourcing BURGER KING CORPORATION
TYCO INTERNATIONAL LTD.
Sherry Ulsh
Directing of Marketing Accounts
BURGER KING CORPORATION
4 REGISTER ONLINE AT WWW.IQPC.COM/US/PROCURETOPAY OR CALL US AT 1-800-882-8684

2:00 Developing Buyer-Seller Relationships That Are Globally Increasing Spend Visibility and Reducing Payment Errors
Compliant and Socially Responsible through Global Cash Management Strategies
Many companies rely on their supplier relationships to help them achieve Globalization continues to make payables a complex and error-prone
industry leadership in quality and price. An often overlooked risk to sustaining part of the procure-to-pay cycle, which has significant implications on
a successful and effective sourcing and purchasing/payables program is the companies’ profits. Since the inherent scalability of everyday
potential damage to brand image and to sourcing partners. This results from a transactions involves so many disparate people, processes, payment
failure to develop and monitor a robust compliance program within the vendor methods and systems – each with their unique set of requirements – it
manufacturing and distribution process. In this session, you will learn: is extremely difficult to manage both the expectations of a global
• Understand the opportunities and challenges in sustaining a compliant vendor community and cashflow. During this session, Travelex Global
Business Payments – which launched its GlobalPay platform to address
manufacturing base
• Balance the cost of compliance with doing the right thing
these challenges – will teach you how to:
• Learn current trends and thinking around compliance versus low cost
•
Expand your business globally and strengthen relationships with
suppliers by paying your vendors in local currencies without
sourcing
• Realize values embedded in being globally compliant/socially responsible and
maintaining different currency accounts
• Improve cash and risk management by managing all international
their affect on the procurement and payables process
• Understand how other companies address global compliance/social
and domestic payments through a single online system, allowing you
to see exposure on incoming and outgoing funds
responsibility in the purchasing process • Reduce costs and errors associated with making payments through
Chris Samway the elimination of manual processes
Sr. Director of Operations and Quality Assurance Adam Tiberi
GAP INC. Vice President of Global Product Management
TRAVELEX
2:45 Afternoon Networking Break
3:25 Enhancing the P2P Cycle by Leveraging Efficiencies with Global Improving the Efficiency and Results of Accounts Payable
Sourcing Initiatives through Outsourcing
One of the greatest challenges procurement leaders face is the organization of Outsourcing all or some of AP is indeed a monumental decision for an
a cohesive global sourcing strategy that maximizes a company’s potential to organization to make, particularly with respect to whether to do so in the first
stay ahead of a fluctuating economy and time sensitive market demands. If place and whether to source onshore, nearshore, offshore or captive.
sourcing is strategized and deployed properly, not only will companies find, Although AP is one of the most mature and frequently outsourced processes,
evaluate and engage suppliers with much greater ease, the costs will be felt at many recent enhancements have provided for increased efficiencies and
the bottom line. In this session, you will learn how to: productivity in the entire P2P chain. Some of these improvements have
• Build a global, unified sourcing operation built around centralized leadership changed some of the outsourcing considerations. In this session, you will
and localized execution learn how to:
• Develop metrics around impact of sourcing • Determine how much of the P2P process to relinquish
• Uncover untapped savings opportunities with global sourcing initiatives • Evaluate baseline data necessary for making sourcing decisions
• Understand how “Best in Class” AP departments are a strategic weapon
Jim Davis • Enable lower costs, better controls and improved reporting in Finance,
VP & CPO Procurement and the entire Organization through AP automation and
UNIVISION “rightsourcing”
Timothy Schmandt
Former Performance Manager and Global Supplier Quality
Engineer, EASTMAN KODAK
Current VP, Business Process Management
DATROSE
4:15 Streamlining and Standardizing P2P via E-Procurement Improving Accounts Payables by Employing Effective
Procurement automation is crucial on the purchasing side because it aids the Automation Tools and Adoption Methodology
accounts payable department in understanding why certain invoices are As AP departments are under increasing pressure to lower operating costs
rejected and in engaging in intelligent discussions with vendors. In addition to while increasing overall efficiencies, it is especially vital to understand how to
enabling AP with increased visibility when fielding inquiries from suppliers, it best leverage technology enablers into benefits that not only improve
also simplifies a rather complex process and works toward the end-to-end payables, but also enhance processes upstream from AP (Sourcing,
efficiencies, which is still a major organizational challenge. In this session, you Procurement, Receiving, etc). In this session, you will learn how to:
will learn how to: • Understand criticality of AP automation in improving upstream functions
• Enhance purchasing by developing an e-procurement implementation project capabilities and building the foundation of an end-to-end organization
• Maximize automation by streamlining the management of each contract • Recognize the need to balance the integration People, Work Processes,
throughout its entire lifecycle Technology and Internal Controls
• Assure invoices match approved purchase order • Focus on “changing behavior” versus “deploying technology” using
• Achieve end-to-end visibility through integrated KPI tools Adoption Methodology
Rob Lidster Larry Williams
Director, Newbuilding & Fleet Design Purchasing Global Payments Services Manager
ROYAL CARIBBEAN CRUISE LINES PROCTER & GAMBLE
5:00 Cocktail Reception
ABOUT THE VENUE
InterContinental West Miami IQPC has a reduced sleeping room rate for Procure-to-Pay Summit
2505 Northwest 87th Avenue participants. The group rate is available 3 days prior and 3 days
Miami, FL, 33172, United States post event dates, before February 2, 2009, and is subject to
Reservations: 1-800-327-0200 availability. The group rate is $239 per night + taxes + gratuities.
Sponsor: Media Partners: 5

MAIN CONFERENCE DAY 2
Wednesday, February 25, 2009
7:15 Registration and Coffee 9:05 KEYNOTE: Improving End-to-End Processes by
Identifying Impact of P2P on Working Capital and
8:00 Chairperson’s Opening Remarks Cashflow
Developing an understanding of and striking a balance between the
8:15 KEYNOTE: Maximizing Cost and Process Efficiencies by Integrating procure-to-pay, customer-to-cash and forecast to fulfill cycles is key to
P2P into a Shared Services Organization optimize capital, allowing organizations proper cash recovery necessary
In a Shared Services Environment where multiple business units, and in many cases to fund growth, acquisition, dividend increase and stock buy-back. In
multiple physical office locations, are supported by a single purchasing and this session, you will learn how to:
payables department, it is important that purchasing and AP develop and maintain • Understand direct and indirect spend, including use of customizable
a strong partnering relationship. In this keynote session, you will learn how to: dashboards amongst other tools
• Understand the benefits of P2P in a Shared Services Environment Processing • Address how purchasing and payables can best leverage visibility of
efficiency and improved internal controls working capital with respect to their roles in P2P process
• Reengineer and streamline P2P processes into SSC environment through process • Acquire control of working capital through increased visibility
mapping and assessment of whether SSC are right for your organization • Realize how much flexibility you have as your business grows by
• Reduce end-to-end costs with improved internal controls
applying business process
• Maximize processing efficiency through utilization of electronic solutions and • Develop strategies to adapt to impact direct and indirect spend has
workflow on rest of business through benchmarking
• Understand the challenges faced and how to effectively respond during the
Tony Donofrio
integration process
COO
Lorrie Dairda EASTON BELL SPORTS
Manager, Purchasing
WELLCARE HEALTH PLANS, INC. 9:50 Morning Networking Break
Judy Hooper
Manager, Accounts Payable
WELLCARE HEALTH PLANS, INC.
Procurement Track AP Track
10:30 Developing Supplier Diversity for Non-commodity Mastering Your Vendor File through Supplier
Services to Mitigate P2P Chain Risk Management Tools
While the nature of commodity goods and services typically presents Duplicate, incorrect and incomplete supplier records can multiply, leading
low-risk to supplier homogeneity, vendor diversity for more strategic to duplicate payments, the opportunity for bogus invoice approvals and
capabilities is both difficult to establish and, in turn, to leverage. This other disasters. Whether your organization is public or private, for profit
session will help demonstrate a proven, relationship-based model for or not-for-profit, you face a host of laws and regulations. Proper AP
developing strategic supplier diversity, and how this can not only lower management to reduce errors, comply with regulations, guard against
cost, but also increase business benefit and reduce the complexity of fraud and facilitate spend analysis can help eliminate efficiencies on the
AP processes. Specifically, you will learn how to: other end. In this session, you will learn how to:
• Identify situations where strategic capabilities can be bought (versus • Utilize preferred suppliers and processes with standardized processes
built) with manageable risk to ensure timely payments
• Qualify vendors for an evolved buyer-seller partnership around shared • Prevent duplicative payments and other AP oversight
strategic capabilities • Gain a greater understanding of role of vendor management for
• Leverage buyer-seller relationships to help develop vendor capabilities spend analysis and supply chain management
that create supplier diversity, and lower risk to the enterprise • Curb Sarbanes-Oxley and other regulatory non-compliance issues
• Understand how Pfizer, a Fortune 500 company, applied this
Mike Maile
approach in a global context to meet emerging strategic needs Chief Executive Officer
GAUTENG SHARED SERVICE CENTRE
Namhla Siqaza
General Manager - Procurement
GAUTENG SHARED SERVICE CENTRE
11:20 Accelerating the Procurement Function through Recognizing the Value of Integrated T&E Management
Performance Management and Supplier Scorecarding through Increased Spend Visibility
Lack of clarity around supplier performance makes it difficult to identify The growing volume of T&E is pushing finance directors to assess
the best suppliers with whom to create preferred relationships, to indirect and unexpected costs not only from a payables perspective,
award specific projects to the most qualified supplier or to work jointly but also for purchasing to use as leverage with their suppliers in the
with suppliers to improve performance. Strategically, the best P2P process. While travel and entertainment spend is necessary and
organizations capitalize on their supplier relationships for negotiating essential, it is often mismanaged or abused. Effective management of
during purchasing and leveraging their needs in the marketplace with the travel and expense process is critical to controlling costs. Cost
the use of a scorecard. But, how do you create and what exactly containment begins by controlling spend before it occurs, creating
needs to be measured? In this session, you will learn how to: efficiency in the transaction and improving visibility so you can make
• Improve supplier interactions by performing comprehensive business the best, informed decisions. In this session, you will learn how to:
• Centralize travel management to improve the ability of tracking and
assessment of vendor community, including
• Improve returns on supplier relationship management analysis based analyzing travel spend
• Develop travel restrictions, mandates and policy updates
on their manufacturing, quality and financial performance
• Enhance scorecards with meaningful performance data other than • Implement a T&E card program to facilitate control through
price integrated audit functions and exception reporting
Gregg Maxwell
VP Controller
SAFEWAY
12:05 Networking Luncheon
6 REGISTER ONLINE AT WWW.IQPC.COM/US/PROCURETOPAY OR CALL US AT 1-800-882-8684

1:05 PANEL DISCUSSION: Cutting Costs and Driving Revenue in a Reducing Labor and Costs through P2P Data Capture
Down Economy by Improving Management of Indirect Spend Techniques
While direct materials procurement has enjoyed the benefits of rationalization, Reduction of labor and the costs associated with invoice receipt,
cost savings and outsourcing, indirect materials and services procurement are still scanning and data entry is often the focus and foundation of
characterized by inadequate spend visibility, manual and disjointed processes, automation investments. Existing technology solutions for capture and
maverick spending and ineffective processes. In this panel discussion, you will entry automation provide a consistent process for invoice discrepancy
learn how to: resolution and approval. In this session, you will learn how to:
•
Improve spend visibility and negotiate clout with suppliers by creating • Develop profiles of the supplier base - document the relationship
personalized dashboards and other procurement mechanisms aimed at between classes of suppliers, invoices and spend
gauging indirect spend • Determine the suitability of invoice capture and entry options for
•
Improve standard buying compliance by increasing visibility and accountability
• Reduce maverick spending by developing stringent internal controls classes of suppliers based on business needs from a procurement
perspective: PO matching, contract compliance and spend analysis
Panel Leader: • Evaluate electronic invoice capture and entry options: costs, strengths
Warren Byrum
Director of Global POS Procurement and weaknesses
BACARDI USA Jennifer Alley
Director of Cash Processes
Panelists: OSI RESTAURANT PARTNERS
Timothy Schmandt Lucie Schneider
Former Performance Commodity Manager,
Manager and Global Supplier Technical Purchasing,
Quality Engineer Marine
EASTMAN KODAK ROYAL CARIBBEAN
CRUISE LINES
Larry C. Williams
Global Payments Services Manager
PROCTER & GAMBLE
1:55 Reinforcing Your P2P Function through Strong Change Driving Costs Out of Accounts Payable through ERS and Credit
Management Initiatives Card Utilization
Stakeholder buy-in is the key to getting a successful P2P program off of This session will look at the best practices implemented at OPG and new
its feet because it establishes accountability as much as it manifests developments in the area of AP automation:
support. Beyond that initial support is another hurdle: maintaining the • Automation technology workflow for error resolution and Optical Character
integrated development growth through proper thought leadership, Recognition
structure, controls and advanced training. In this session, you will learn • Integration of the work order management process with the suppliers and
how to: automated payments
• Develop changes in management of leadership and employees by
• Integration with contractors’ time sheets and automated payments
communicating purpose of P2P realignment strategy • Outsourcing the banking process
• Initiate how changes to purchasing and payables will complement P2P
• Benchmarking
by offering incentives to the employees • Measuring success
• Ensure that each stage of P2P process is managed by effective
leadership and developing a self-sustaining track program for future Neville Da Silva
development Director of Corporate Financial Processing Services
Jessica Hill-Johnson ONTARIO POWER GENERATION
Director of Financial Disbursements
AMGEN
2:40 Afternoon Networking Break
3:10 PANEL DISCUSSION: Exploring the World of P-cards: P-card Procure-to-Pay Initiatives and How A/P is Working to More
Holder, P-card Provider and Supplier Closely Link with Procurement
This session provides a unique experience in understanding the
relationship between a p-card holder, p-card provider and the supplier, Helen Tueffel
and appreciating their individual perspectives in the P2P process as it Vice President of Global Marketing
applies to application of a widely-leveraged procurement and AP tool. In APEX Analytix
this session, you will learn how to: Bill Emhof
• Achieve compliance and control of spend with p-card usage
• Minimize card mismanagement by enacting organization mandates
Director, Finance
• Explore emergence of push p-cards and consider one-card systems
JOHNSON & JOHNSON
Panelists: Julienne Sugarek
PRICI
Keith Glatz Process Project Consultant
Purchasing and Contracts CENTERPOINT ENERGY
Manager
CITY OF TAMARAC, FL Frank Lovett
Section Head of Accounts
Jim Davis Payable
VP & CPO ONTARIO POWER
UNIVISION GENERATION
4:00 CLOSING KEYNOTE: Sustaining the Solutions and Successes of Your P2P Environment by Staying Ahead of Shifting Market Changes
and Introducing New Internal Policies
Organizationally, growth cannot continue without a highly sustainable P2P function built into the fabric of the company as it looks ahead to the future. Understanding
this and not stopping short of its full potential is key, particularly as markets becoming increasingly diverse. So, as organizations continue to recognize the importance
of a true end-to-end process for added optimization and overall efficiency, we wonder what else can be achieved. In this session, you will learn how to:
• Build a sustainable P2P strategy that is set-up for success by ensuring appropriate thought leadership and training structure is in place
• Develop plans to mitigate unexpected problems in the P2P process by developing a risk management strategy
• Strengthen continual alignment of procurement and payables by ensuring dtechnology and people talk to each other
• Integrate people and processes into future growth and development of organization
Julie Ayres-Smith
VP, European Shared Services
KELLOGG’S
4:45 Close of Conference
Sponsor: Media Partners: 7

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LEARN FROM
6 th TODAY'S LEADING P2P
PRACTITIONERS:
Ramesh Krish
Director, Global
Strategic Sourcing
AMGEN
Neville Da Silva
Director of Corporate
Financial Processing
Services
ONTARIO POWER
GENERATION
Gregg Maxwell
VP Controller
FEBRUARY 23-25, 2009 • INTERCONTINENTAL WEST MIAMI • MIAMI, FL SAFEWAY INC.
Larry Williams
Global Payments
Streamlining, Standardizing and Sustaining the P2P Process Services Manager
Procter & Gamble
to Reduce Costs and Deliver Improved Efficiency from End-to-End
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