A Green Path Project: The Journey to a Paperless AP
Monday, May 10th; 9:45 - 10:45 AM
Jennifer Specht - Treasury Manager of Disbursements and Vendor Administration
Judy Genshino-Kelly - Treasurer
Kforce, Inc. - Business Services
Best Suited for Companies Processing fewer than 250,000 Invoices Annually
Presentation Style - Traditional PowerPoint
Field of Study - Business Management & Organization
Basic # 100 - New Session
This presentation will take the audience through the adventure of implementing a green initiative in an accounts payable department from idea development to implementation and contol. Highlights will include a review of AP automation projects, imaging initiatives, development of internal partnerships, varied payment methods, and future enhancements. Attendees will take away reasons to establish a green program, appreciation for the importance of strong business partners in achieving success, most effective way to plan a project, and understanding of the potential for in-house solutions as a means to automate AP.
A High-Tech, Yet Low-Cost Approach to Supplier Self-Services for SAP Clients
Monday, May 10th; 11:00 AM - 12:00 PM
Philip Stehlik - CTO
Taulia, Inc. - Business Services
Best Suited for Companies Processing 250,000-500,000 Invoices Annually
Presentation Style - Traditional PowerPoint
Field of Study - Business Management & Organization
Intermediate # 105 - New Session
This session explains the benefits of providing supplier self-services, examines the pros and cons of various existing implementation possibilities, and introduces the idea of providing such self-services through a hosted (software-as-a-service) solution. Advantages of this concept are it (1) provides universal, channel-independent access for suppliers, (2) makes all relevant ERP data accessible, independent of how the data is entered in the system (e.g. OCR or e-invoices) and (3) minimizes implementation time and cost through standardization and because it does not require any hardware. Specific topics to be covered:
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- Learn about the benefits of providing supplier self-services and how they can automatically solve the majority of incoming supplier queries.
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- Gain an overview of various current implementation techniques and their respective pros and cons.
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- Hear new concepts for providing such services through out-of-the-box hosted solutions that address today's remaining problems.
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- Get insights on how easily a connection to your SAP system can be established.
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- Understand the advantages of proposing self-services through company-branded portals versus e-invoicing networks and learn how it is possible to realize the best of both worlds.
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A New Flight Plan: Insights from Southwest Airlines' Total AP Overhaul
Monday, May 10th; 11:00 AM - 12:00 PM
Cicley Lopez - Senior AP Supervisor
Michelle Price - AP Supervisor
Southwest Airlines - 22 AP Employees; Transportation Services Industry
Best Suited for Companies Processing 250,000-500,000 Invoices Annually
Presentation Style - Interactive Facilitated Discussion
Field of Study - Business Management & Organization
Basic # 110 - New Session
Southwest Airlines is in the final phases of implementing several major technology enhancements: conversion from a mainframe accounting system to an ERP; conversion from back-end imaging to front-end imaging with OCR and workflow; conversion of T&E from an Excel spreadsheet to an ERP-managed solution; implementation of a p-card program encompassing 800-plus cards; and implementation of software to prevent duplicate payments and vendor fraud.
The presenters will share lessons learned throughout the AP overhaul process. After a brief overview of Southwest Airlines' experience and timeline, a question and answer forum will help companies trying to determine what best-in-class looks like for their organizations. At this time, topics to be discussed include:
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- Determining appropriate staffing model.
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- Conversion to a paperless environment (including training/involvement of non-AP personnel, such as approvers).
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- Duplicate payment prevention during transition.
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Automating Accounts Payable for Midsize Businesses through Superior OCR, Enhanced Image Processing, and Accurate Data Capture
Wednesday, May 12th; 11:00 AM - 12:00 PM
Carolyn Hunt - Director of Procurement
Salem Tools, Inc.
Ari Gross, CEO
CVision Technologies
Presentation Style - Traditional PowerPoint
Field of Study - Business Management & Organization
Basic # 115 - New Session
This presentation will discuss the pains of manually processing invoices as well as the rewards of an automated solution. Implemented properly, an automated invoice processing system can improve processing accuracy and speed while producing a measurable ROI. In today's current economic environment, automating data capture is necessary for smart companies interested in reducing costs. Attendees will learn:
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- The measurable benefits of implementing a fully automated invoice processing system for midsize companies.
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- How automated data capture extends beyond the quantifiable ROI of the project.
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- The obstacles and benefits of manual invoice processing versus automated invoice processing for midsize businesses.
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- How automating data entry can improve accuracy rates by mitigating human error and cross-checking all values.
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Behind the Scenes: Lessons Learned in AP Automation
Tuesday, May 11th; 11:00 AM - 12:00 PM
Ed Pearce - Solutions Architect
SEEBURGER - Business Services
Presentation Style - Traditional PowerPoint
Field of Study - Business Management & Organization
Basic # 120 - New Session
Software begins with version 1.0 and progresses in steady increments to ever increasing numbers like 5.4.2. One primary reason is that customers and users are providing constant feedback about what works and what should be changed.
Whether you are looking at AP automation solutions, currently implementing, or looking at the future of your technology investment, come hear about "the good, the bad, and the ugly" of AP automation and how to avoid pitfalls that other organizations have encountered. In this session, you will learn:
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- How to create the scope and parameters for a successful project.
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- How to meet organizational needs without increasing costs or extending timelines.
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- What questions to ask an AP automation provider to safeguard your investment.
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Best-in-Class Invoicing in Healthcare
Wednesday, May 12th; 9:45 - 10:45 AM
Rammi Gill - Executive Director - Financial Service and Procurement
Michael DeLuca - Director of Supply Chain Systems and Consulting Services
GHX-5 AP Employees; Business Services
Presentation Style - Moderated Roundtable Discussion
Field of Study - Business Management & Organization
Intermediate # 125 - New Session
As healthcare providers struggle to balance business and financial objectives with the goal of providing quality patient care, they are finding that one of the most promising opportunities to reduce expenses and reallocate resources to more strategic and patient-facing activities lies in the accounts payable function. This session will look at how AP automation and process improvements can help hospitals deal with pressures of operating expenses and staff reductions, cut the cost of invoice processing, manage cash flow, and gain greater visibility into their AP processes. It will examine the state of healthcare e-payables today and discuss the challenges to healthcare industry adoption of invoice automation. The presenters will help participants understand what "good" looks like in the area of healthcare invoice automation, spotlighting best-in-class healthcare providers that are well on the way to full AP optimization. Finally, they will walk through the stages of AP optimization, giving practical advice on how to achieve best-in-class status. By attending this breakout session, you will:
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- Gain a better understanding of what best-in-class healthcare organizations are doing to optimize their AP processes.
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- Learn what the expected payback can be from an optimized AP process.
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- Discover what healthcare organizations are doing to automate their AP processes.
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- Learn what you can do to begin optimizing your organization's AP processes.
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Best Methods for Invoice Capture
Wednesday, May 12th; 11:00 AM - 12:00 PM
Nicole Holmes - Product Marketing Manager
Concur Technologies, Inc. - Business Services
Best Suited for Companies Processing fewer than 250,000 Invoices Annually
Presentation Style - Traditional PowerPoint
Field of Study - Business Management & Organization
Intermediate # 130 - New Session
Interested in automating your accounts payable process? Manual processing of invoices is expensive, slow and error-prone. With the increased profile of accounts payable resulting from regulations such as Sarbanes-Oxley, combined with a focus on containing costs, a desire to be more productive, and a need to manage risk-it's easy to see the limitations of traditional paper-based methods for accounts payable and procurement processes. In this session the facilitator will review the benefits and challenges of e-invoices, outsourced data capture, and OCR technology. Topics will include:
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- Overview of the current challenges facing AP departments
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- Best practice approaches to automating your AP process
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Best Practices in Spend Analysis and Discount Capture
Tuesday, May 11th; 3:30 - 4:30 PM
Raymond Brungard -Senior Manager
Basware, Inc. - Business Services
Presentation Style - Traditional PowerPoint
Field of Study - Business Management & Organization
Intermediate # 135 - New Session
The solution to getting the discounts you've earned and improving your cash management position doesn't need to be complex. Experience has shown that these objectives can be achieved by decreasing the amount of time required to receive, process, approve, and pay invoices. Learn how companies can improve their financial value chain to shorten invoice cycle time, capture discounts earned, and improve cash management. You will learn ways to:
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- Reduce transaction/processing costs.
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- Improve spend visibility and discount capture.
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- Monetize early payment discounts.
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- Hold suppliers accountable.
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- Eliminate unrecorded liabilities.
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- Identify methods to improve cash management.
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E-Invoicing and Outsourced Scan and Capture: Are They Right for Your Organization?
Monday, May 10th; 11:00 AM - 12:00 PM
Scott McLeod - Senior Product Manager
Basware, Inc. - Business Services
Best Suited for Companies Processing 250,000-500,000 Invoices Annually
Presentation Style - Traditional PowerPoint
Field of Study - Business Management & Organization
Basic # 140 - New Session
There are many options available for eliminating paper in your AP organization. Two of the most popular strategies are e-invoicing and outsourced scan and capture. This session will provide an introduction to both strategies and their relative merits as well as providing you with information to help you decide whether either or both are right for your organization. Topics to be discussed will include:
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What is outsourced scan and capture? |
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- How can you get started with each?
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- Why consider automating the receipt of invoices?
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- How can you get suppliers on board?
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- What is the business case for each option?
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- How will this impact your job?
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This session is appropriate for companies just beginning to look at AP automation as well as those that have already automated and are now looking to eliminate the receipt of paper invoices.
Electronic Invoicing: Automation, Not Outsourcing, is the Key
Wednesday, May 12th; 9:45 - 10:45 AM
Paul Kerins - VP of Sales
iPayables, Inc. - Business Services
Best Suited for Companies Processing 250,000-500,000 Invoices Annually
Presentation Style - Traditional PowerPoint
Field of Study - Business Management & Organization
Basic # 145 - Updated Session
Learn how to automate your AP functions instead of outsourcing. This facilitator, a thought leader in Internet-based electronic invoicing, will show how you can become more efficient, manage your DPO, and go paperless all at the same time. Topics will include:
Electronic Invoicing Success Story: The Business Case for a Phased, Pragmatic Approach
Wednesday, May 12th; 11:00 AM - 12:00 PM
Duane Weber - Director of Strategic Procurement
Johnson Controls, Inc. -Manufacturing Industry
Nigel Taylor - Director of Financial Process Automation
Bottomline Technologies, Inc. - Business Services
Best Suited for Companies Processing 250,000-500,000 Invoices Annually
Presentation Style - Interactive Facilitated Discussion / Case Study
Field of Study - Business Management & Organization
Intermediate # 150 - New Session
Accelerating the transition from paper to electronic invoicing has the potential to optimize back-office efficiencies and improve critical business relationships. But as with any technology initiative, focusing only on system elements is seldom a recipe for success. For the North American building efficiency team at Johnson Controls, Inc., moving from paper to electronic invoices and from manual to automated approval, was a process best tackled in a pragmatic, phased approach following the classic 80/20 rule. With thousands of active suppliers supporting Johnson Controls' field-based businesses, the company's e-invoicing strategy was twofold. Focusing first on getting the core group of its largest suppliers on board drove critical mass. Then the company was able to drive behavioral change with lines of business across multiple regions. Today more than 12,000 suppliers are submitting invoices electronically, and approval workflow, which once could take weeks, has been reduced to days and even minutes for non-exception items. This educational case study presentation will provide attendees with:
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- Best practices for building and selling the business case for e-invoicing to key internal constituencies.
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- Valuable insight into strategic pre-planning to ensure a successful initiative from day one.
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- New thinking and approaches for securing large-scale supplier participation in e-invoicing initiatives.
Electronic Payments Made Easy with a Streamlined Standard (STP 820) for B2B Remittance Information and the UPIC (Universal Payment Identification Code)
Monday, May 10th; 9:45 - 10:45 AM
Sharon Jablon, Product Specialist, The Clearing House
Angeline Depauw, Director, Electronic Remittance/Payments Agents, Verizon Communications
Presentation Style: Traditional PowerPoint
Field of Study: Business Management & Organization
Intermediate # 515
Today, businesses are more empowered than ever to effectively and safely automate the straight-through processing of both incoming and outgoing electronic payments. At this session, you will learn how companies like Verizon are successfully utilizing [STP 820] - a streamlined, easy-to-use format for sending electronic payments with remittance information directly from accounts payable and cash management systems. You will also hear about UPIC (Universal Payment Identification Code), one of the strongest weapons for protecting your sensitive banking bank account information from electronic payments fraud.
Specifically, you will enjoy a robust discussion of:
- What types of remittance data can accompany electronic payments in the STP 820 format.
- Software options for enabling straight-through processing of electronic payments between accounts payable and accounts receivable systems.
- How to bridge the A/P and A/R automation gap between small or mid-size companies and large corporations.
- How UPIC can protect your banking information and make requesting electronic payments easier
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Facilitating Change in Higher Education Accounts Payable: Doing More with Less
Thursday, May 13th; 10:00 - 11:00 AM
Ian Da Costa - AP Manager
University of California, Los Angeles - 35 AP Employees; Educational Services Industry
Best Suited for Companies Processing 500,000-700,000 Invoices Annually
Presentation Style - Traditional PowerPoint
Field of Study - Business Management & Organization
Basic # 155 - Updated Session
As the accounts payable arena is transformed by new technology such as EDI, ghost cards, and imaging, innovation brings both opportunities and challenges to the workplace. The need to balance controls, regulatory requirements, and policy compliance with workload has also become more challenging - especially during a period of shrinking budgets. This presentation will illustrate how to reevaluate processes, introduce improvements, and obtain buy-in from all parties to facilitate change within the campus culture. Discussion will include:
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- Identifying what needs to change.
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- Obtaining senior management support.
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- Achieving tangible results.
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- AP Automation (G-O)
-AP Automation (P-Z) |