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7th Procure-to-Pay Summit

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The 7th Procure-to-Pay Summit is expanding on its previous success and featuring new additions to the program, including: …

The 7th Procure-to-Pay Summit is expanding on its previous success and featuring new additions to the program, including:

In-depth coverage of various AP optimization approaches: Centralization, Outsourcing and Automation
New emphasis on strategic sourcing and global procurement
New techniques and tools for maximizing supplier relationships in procurement and efficiently expediting supplier payments in AP.

Focusing on the P2P space, both purchasing and procurement professionals from across the country will gather to learn about and discuss how to:

Minimize your company spend by transforming your sourcing practices, taking advantage of global procurement and optimizing AP functions
Identify and develop new sourcing and purchasing strategies by taking advantage of current market conditions and new e-procurement technologies
Eliminate errors and tackle the complexity of payment methods by enhancing visibility, compliance and control in your company’s procurement practices
Achieve significant cost savings by applying Strategic Sourcing and re-negotiating current contracts
Create World-Class Accounts Payable Processes by leveraging next generation easily adoptable technology and solutions.

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  • 1. 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
  • 2. 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 solutions provide a verifiable return on investment to thousands of customers in financial services, manufacturing, retail, government, healthcare, business process outsourcing and other markets. Kofax delivers these solutions through a global network of more than 1,200 authorized partners, and its own sales and service organizations in more than 60 countries throughout the Americas, EMEA and Asia Pacific. Website: Dear Colleague, www.kofax.com Travelex Global Business Payments, the world’s largest global payments and receipts provider, makes international What’s changed? Cost control and cash have always been your transactions easy for any business. With North American headquarters in Washington, D.C., Travelex maintains a priorities! The current economy just makes it the #1 priority for your global banking network that enables it to provide customers with immediate and reliable delivery and receipt of their outgoing and incoming entire organization, and it’s your job to make it all happen twice as fast funds. Through its intuitive online platform, the company processes more than $37 billion in payments globally to more than 1 million beneficiaries and twice as efficiently. For P2P to help maintain competitive each year and maintains the lowest error rate in the industry. For more information, visit www.travelexbusiness.com/na advantage in your respective markets, you must eliminate unnecessary As the leading global B2B e-Invoicing network, OB10 “bottlenecks” and silos, build sustainable change management simplifies and streamlines A/P invoice processes for significant cost savings and operational efficiency. By systems and work collaboratively as a true end-to-end operation. enabling companies to receive invoices electronically from suppliers, OB10 eliminates manual scanning and data entry and enables dramatic process improvements, maximizing companies’ control over cash flow. By allowing suppliers to submit invoices in any electronic format for Realizing the full potential of streamlining and economizing your P2P delivery to client companies in their desired format, combined with unrivaled supplier enrollment support, OB10 helps clients realize the process is not an endeavour to be taken lightly! SSON’s 6th Procure- benefits of e-Invoicing quickly for ROI under one year. OB10 customers include HP, Apple, Kellogg’s, MeadWestVaco, Mohawk Industries, Motorola, to-Pay Summit will provide you with a series of case studies, success and the U.S. Department of Veterans Affairs. www.ob10.com stories, strategies and industry-wide best practices in achieving APEX Analytix serves global shared services with recovery audit services and technology solutions that prevent, excellence around a true end-to-end environment. Don’t miss this detect, and rapidly recovery overpayments; support compliance, mitigate risk, and provide insight into opportunity to take advantage of the benchmarks set by leading accounts payable, purchasing and the procure to pay process. The company has over 40 software installations – more than any provider of A/P recovery companies and professionals recognized for their achievements in audit services and prevention software. The software has prevented more than $1 billion in overpayments. APEX Analytix serves more than 30 of the Procurement and Accounts Payable. Help reduce project times, speed Fortune 100 and has 110 active software and service clients. Website: www.apexanalytix.com time to efficiency and make the bottom line impact happen tomorrow! ReadSoft is the global leader in Document Automation, which lowers business costs, speeds up document processing and provides better control of incoming I look forward to meeting you in Miami! documents. We offer invoices, forms, EDI, mailrooms and indexing business solutions and are certified software partners with SAP and Oracle. 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 interactive workshop series! Stephen North, Senior Procurement Manager 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 Managers, ROYAL CARIBBEAN Beverly Strachan, Accounts Payable Manager, CRATE & BARREL 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 Thomas Boccard at (866) 232-8660 or sponsorship@iqpc.com This program stands as BASIC as there are no prerequisites or advanced preparation requirements to attend our conferences. “Group Live” delivery method. JOIN THE SHARED SERVICES AND OUTSOURCING NETWORK SSON provides research, training, and networking for over 4,500 shared services executive members from over 50 countries around the world. Whether you need resources to write a report, facts to benchmark performance against or simply want to meet some of your peers at the same stage of development we can support you. Sign up today, pay only $149.99 USD and receive benefits that will help you to take your implementation to the next level. Website: www.ssonetwork.com • Email: info@ssonetwork.com • Phone: +44 (0)20 7368 9300 2 REGISTER ONLINE AT WWW.IQPC.COM/US/PROCURETOPAY OR CALL US AT 1-800-882-8684
  • 3. 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
  • 4. 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
  • 5. 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
  • 6. 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
  • 7. 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
  • 8. MAKE CHECKS PAYABLE IN U.S. DOLLARS TO: IQPC PRICING Standard Price * CT residents or people employed in the state of CT must add 6% sales tax. Conference Only $2,499 Payment Policy: To view our cancellation policy, please visit www.iqpc.com/cancellation Details for making payment via EFT or wire transfer: Conference + 1 Workshop $3,048 JPMorgan Chase – Penton Learning Systems LLC dba IQPC: Conference + 2 Workshops $3,597 957-097239 – ABA/Routing #: 021000021 Reference: Please include the name of the attendee(s) and the event number: 10368.005 Conference + 3 Workshops $4,046 (save $100) Scholarships Available: IQPC sets aside a limited number of discounts that may be applied to its conferences for Conference + 4 Workshops $4,495 (save $200) delegates from the non-profit sector, government and military organizations and academia. For more information about scholarships to this event, please call Customer Service at 1-800-882-8684. Workshop Only $549 each Special Dietary Needs: If you have a dietary restriction, please contact Customer Service at 1-800-882-8684 to Please note that multiple discounts cannot be combined. discuss your specific needs. A $99 processing charge will be assessed to all registrations not accompanied by credit card payment at the time of ©2009 IQPC. All Rights Reserved. The format, design, content and arrangement of this brochure constitute a registration. trademark of IQPC. Unauthorized reproduction will be actionable under the Lanham Act and common law principles. REGISTRATION CARD YES! Please Name__________________________________ Job Title ________________________ register me Organization____________________________________________________________ for the Approving Manager______________________________________________________ Address_______________________________________________________________ ❑ Conference + 1 Workshop City__________________________________State______________Zip___________ ❑ Conference + 2 Workshops Phone________________________________Fax_______________________________ ❑ Conference + 3 Workshops ❑ Conference + 4 Workshops E-mail__________________________________________________________________ ❑ Conference Only ❑ Check enclosed for $_________ (Payable to IQPC) ❑ Workshop Only ❑ Charge my __Amex __Visa __Mastercard __Diners Club Card #____________________________________Exp. Date___/___ ❑ Please keep me informed via email about this and other related events. ❑ I cannot attend, but please keep me informed of all future events. 1 Web: www.iqpc.com/us/procuretopay 5 EASY WAYS 2 Call: 1-800-882-8684 or 1-646-378-6026 Your customer registration code is: TO REGISTER: 3 Email: info@iqpc.com 4 Fax: 1-646-378-6025 5 Mail: IQPC When registering, please provide the code above. 535 5th Avenue, 8th Floor, New York, NY 10017 10368.005/KV CONTACT US FOR BEST POSSIBLE PRICING! PRESENTS ASK ABOUT SPECIAL ACADEMIA DISCOUNT 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 REGISTER ONLINE AT WWW.IQPC.COM/US/PROCURETOPAY OR CALL US AT 1-800-882-8684

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